IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,471 shares; 2024Q4: 250,687 shares; 2025Q1: 262,916 shares; 2025Q2: 268,391 shares; 2025Q3: 245,934 shares; 2025Q4: 239,581 shares; 2026Q1: 239,233 shares; 2026Q2: 242,353 shares 242,353 $21.6M 2.1% +3,120 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 111,911 shares; 2024Q4: 357,931 shares; 2025Q1: 477,489 shares; 2025Q2: 554,683 shares; 2025Q3: 269,154 shares; 2025Q4: 751,499 shares; 2026Q1: 919,406 shares; 2026Q2: 1,121,532 shares 1,121,532 $21M 2.04% +202,126 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: 43,565 shares; 2024Q4: 275,629 shares; 2025Q1: 259,626 shares; 2025Q2: 281,269 shares; 2025Q3: 308,410 shares; 2025Q4: 331,453 shares; 2026Q1: 343,457 shares; 2026Q2: 360,111 shares 360,111 $19.5M 1.9% +16,654 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: 23,271 shares; 2024Q4: 30,340 shares; 2025Q1: 29,470 shares; 2025Q2: 24,337 shares; 2025Q3: 24,070 shares; 2025Q4: 25,984 shares; 2026Q1: 25,659 shares; 2026Q2: 25,616 shares 25,616 $19.2M 1.87% -43 Timeline HYDW DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,786 shares; 2024Q4: 401,696 shares; 2025Q1: 427,096 shares; 2025Q2: 443,532 shares; 2025Q3: 474,939 shares; 2025Q4: 486,995 shares; 2026Q1: 390,407 shares; 2026Q2: 406,373 shares 406,373 $19M 1.85% +15,966 Timeline VWOB 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: 34,849 shares; 2024Q4: 177,066 shares; 2025Q1: 190,372 shares; 2025Q2: 189,360 shares; 2025Q3: 206,924 shares; 2025Q4: 220,202 shares; 2026Q1: 265,199 shares; 2026Q2: 275,864 shares 275,864 $18.5M 1.8% +10,665 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 78,207 shares; 2025Q1: 84,107 shares; 2025Q2: 107,350 shares; 2025Q3: 155,235 shares; 2025Q4: 190,310 shares; 2026Q1: 198,104 shares; 2026Q2: 209,463 shares 209,463 $18.2M 1.77% +11,359 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: 11,153 shares; 2024Q4: 184,540 shares; 2025Q1: 200,248 shares; 2025Q2: 224,368 shares; 2025Q3: 254,301 shares; 2025Q4: 279,378 shares; 2026Q1: 293,638 shares; 2026Q2: 313,169 shares 313,169 $17.7M 1.72% +19,531 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 462,372 shares; 2025Q1: 496,194 shares; 2025Q2: 554,835 shares; 2025Q3: 672,155 shares; 2025Q4: 737,913 shares; 2026Q1: 769,721 shares; 2026Q2: 750,707 shares 750,707 $17.1M 1.66% -19,014 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 319,941 shares; 2025Q1: 343,461 shares; 2025Q2: 383,930 shares; 2025Q3: 433,375 shares; 2025Q4: 476,366 shares; 2026Q1: 497,565 shares; 2026Q2: 527,382 shares 527,382 $16.9M 1.64% +29,817 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: 78,862 shares; 2024Q4: 206,704 shares; 2025Q1: 209,955 shares; 2025Q2: 204,802 shares; 2025Q3: 190,202 shares; 2025Q4: 209,236 shares; 2026Q1: 212,817 shares; 2026Q2: 200,441 shares 200,441 $16.6M 1.61% -12,376 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 395,271 shares; 2025Q1: 425,264 shares; 2025Q2: 544,175 shares; 2025Q3: 614,998 shares; 2025Q4: 676,361 shares; 2026Q1: 833,131 shares; 2026Q2: 796,941 shares 796,941 $16.5M 1.6% -36,190 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: 981 shares; 2024Q4: 5,689 shares; 2025Q1: 5,844 shares; 2025Q2: 6,269 shares; 2025Q3: 6,629 shares; 2025Q4: 6,739 shares; 2026Q1: 6,457 shares; 2026Q2: 54,163 shares 54,163 $16.3M 1.59% +47,706 Timeline TLTW 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: 206,892 shares; 2025Q1: 367,388 shares; 2025Q2: 474,489 shares; 2025Q3: 623,927 shares; 2025Q4: 613,631 shares; 2026Q1: 675,779 shares; 2026Q2: 715,323 shares 715,323 $16M 1.55% +39,544 Timeline SCHZ 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: 257,525 shares; 2024Q4: 583,335 shares; 2025Q1: 578,548 shares; 2025Q2: 583,498 shares; 2025Q3: 593,069 shares; 2025Q4: 597,513 shares; 2026Q1: 615,159 shares; 2026Q2: 626,849 shares 626,849 $14.5M 1.41% +11,690 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 251,119 shares; 2024Q4: 418,562 shares; 2025Q1: 414,637 shares; 2025Q2: 414,357 shares; 2025Q3: 414,019 shares; 2025Q4: 402,069 shares; 2026Q1: 403,987 shares; 2026Q2: 402,360 shares 402,360 $12.9M 1.26% -1,627 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 129,388 shares; 2025Q1: 139,143 shares; 2025Q2: 155,655 shares; 2025Q3: 175,639 shares; 2025Q4: 192,883 shares; 2026Q1: 164,583 shares; 2026Q2: 173,359 shares 173,359 $12.9M 1.25% +8,776 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 101,693 shares; 2025Q1: 254,206 shares; 2025Q2: 274,958 shares; 2025Q3: 275,929 shares; 2025Q4: 304,115 shares; 2026Q1: 379,883 shares; 2026Q2: 377,190 shares 377,190 $12.9M 1.25% -2,693 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 344,635 shares; 2025Q1: 337,312 shares; 2025Q2: 377,476 shares; 2025Q3: 380,457 shares; 2025Q4: 416,209 shares; 2026Q1: 542,605 shares; 2026Q2: 571,503 shares 571,503 $12.8M 1.24% +28,898 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166,826 shares; 2025Q2: 185,100 shares; 2025Q3: 206,784 shares; 2025Q4: 225,640 shares; 2026Q1: 234,519 shares; 2026Q2: 247,503 shares 247,503 $11.8M 1.15% +12,984 Timeline VSS 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: 21,387 shares; 2024Q4: 51,711 shares; 2025Q1: 52,551 shares; 2025Q2: 65,664 shares; 2025Q3: 64,185 shares; 2025Q4: 64,594 shares; 2026Q1: 77,512 shares; 2026Q2: 75,961 shares 75,961 $11.7M 1.14% -1,551 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: 14,048 shares; 2024Q4: 49,591 shares; 2025Q1: 50,720 shares; 2025Q2: 53,726 shares; 2025Q3: 58,743 shares; 2025Q4: 59,246 shares; 2026Q1: 61,625 shares; 2026Q2: 62,611 shares 62,611 $11.6M 1.13% +986 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: 2,784 shares; 2024Q4: 16,412 shares; 2025Q1: 16,841 shares; 2025Q2: 20,550 shares; 2025Q3: 18,885 shares; 2025Q4: 19,218 shares; 2026Q1: 19,965 shares; 2026Q2: 16,160 shares 16,160 $11.5M 1.12% -3,805 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: 1,837 shares; 2024Q4: 10,751 shares; 2025Q1: 11,022 shares; 2025Q2: 11,868 shares; 2025Q3: 12,491 shares; 2025Q4: 12,700 shares; 2026Q1: 13,101 shares; 2026Q2: 11,557 shares 11,557 $11.3M 1.1% -1,544 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: 5,970 shares; 2024Q4: 34,792 shares; 2025Q1: 30,851 shares; 2025Q2: 33,167 shares; 2025Q3: 30,831 shares; 2025Q4: 31,137 shares; 2026Q1: 29,198 shares; 2026Q2: 29,835 shares 29,835 $11.3M 1.1% +637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 104,385 shares; 2026Q1: 115,407 shares; 2026Q2: 117,651 shares 117,651 $10.8M 1.05% +2,244 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 21,404 shares; 2025Q1: 22,531 shares; 2025Q2: 24,561 shares; 2025Q3: 27,048 shares; 2025Q4: 36,739 shares; 2026Q1: 32,451 shares; 2026Q2: 33,802 shares 33,802 $10.8M 1.05% +1,351 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,383 shares; 2024Q4: 29,031 shares; 2025Q1: 33,704 shares; 2025Q2: 43,928 shares; 2025Q3: 45,792 shares; 2025Q4: 45,869 shares; 2026Q1: 47,143 shares; 2026Q2: 47,471 shares 47,471 $10.6M 1.03% +328 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: 10,590 shares; 2024Q4: 33,285 shares; 2025Q1: 31,269 shares; 2025Q2: 33,156 shares; 2025Q3: 34,456 shares; 2025Q4: 34,512 shares; 2026Q1: 35,482 shares; 2026Q2: 36,133 shares 36,133 $10.5M 1.02% +651 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,330 shares; 2024Q4: 45,085 shares; 2025Q1: 47,363 shares; 2025Q2: 51,643 shares; 2025Q3: 56,862 shares; 2025Q4: 74,404 shares; 2026Q1: 71,425 shares; 2026Q2: 74,609 shares 74,609 $10.4M 1.01% +3,184 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,199 shares; 2024Q4: 112,815 shares; 2025Q1: 112,886 shares; 2025Q2: 97,821 shares; 2025Q3: 92,720 shares; 2025Q4: 92,287 shares; 2026Q1: 96,176 shares; 2026Q2: 101,409 shares 101,409 $10.4M 1.01% +5,233 Timeline SCHJ 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: 192,677 shares; 2024Q4: 439,079 shares; 2025Q1: 435,484 shares; 2025Q2: 426,824 shares; 2025Q3: 433,549 shares; 2025Q4: 446,316 shares; 2026Q1: 411,963 shares; 2026Q2: 418,460 shares 418,460 $10.3M 1% +6,497 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 141,989 shares 141,989 $10.2M 0.99% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 405,215 shares; 2025Q1: 401,924 shares; 2025Q2: 447,906 shares; 2025Q3: 505,046 shares; 2025Q4: 554,804 shares; 2026Q1: 579,667 shares; 2026Q2: 543,378 shares 543,378 $10.1M 0.98% -36,289 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: 13,628 shares; 2024Q4: 14,380 shares; 2025Q1: 14,362 shares; 2025Q2: 14,471 shares; 2025Q3: 14,369 shares; 2025Q4: 14,452 shares; 2026Q1: 14,487 shares; 2026Q2: 14,493 shares 14,493 $9.95M 0.97% +6 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,865 shares; 2024Q4: 289,381 shares; 2025Q1: 294,831 shares; 2025Q2: 269,821 shares; 2025Q3: 271,292 shares; 2025Q4: 262,670 shares; 2026Q1: 244,650 shares; 2026Q2: 250,000 shares 250,000 $9.88M 0.96% +5,350 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,809 shares; 2024Q4: 18,319 shares; 2025Q1: 17,826 shares; 2025Q2: 18,013 shares; 2025Q3: 36,529 shares; 2025Q4: 39,061 shares; 2026Q1: 39,067 shares; 2026Q2: 39,440 shares 39,440 $9.37M 0.91% +373 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: 31,462 shares; 2024Q4: 71,111 shares; 2025Q1: 71,402 shares; 2025Q2: 90,745 shares; 2025Q3: 91,540 shares; 2025Q4: 82,500 shares; 2026Q1: 86,453 shares; 2026Q2: 93,981 shares 93,981 $9.3M 0.9% +7,528 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: 10,381 shares; 2024Q4: 16,501 shares; 2025Q1: 33,883 shares; 2025Q2: 35,415 shares; 2025Q3: 35,715 shares; 2025Q4: 34,750 shares; 2026Q1: 35,476 shares; 2026Q2: 35,867 shares 35,867 $9.11M 0.89% +391 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: 998 shares; 2024Q4: 5,830 shares; 2025Q1: 5,442 shares; 2025Q2: 5,861 shares; 2025Q3: 6,170 shares; 2025Q4: 6,252 shares; 2026Q1: 6,473 shares; 2026Q2: 6,615 shares 6,615 $9M 0.88% +142 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290,704 shares; 2025Q3: 318,887 shares; 2025Q4: 345,520 shares; 2026Q1: 357,781 shares; 2026Q2: 374,871 shares 374,871 $8.91M 0.87% +17,090 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 139,539 shares; 2025Q1: 150,398 shares; 2025Q2: 278,395 shares; 2025Q3: 312,779 shares; 2025Q4: 238,288 shares; 2026Q1: 248,048 shares; 2026Q2: 372,288 shares 372,288 $8.83M 0.86% +124,240 Timeline RYN RAYONIER INC More: the full row for RAYONIER 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: 391,855 shares; 2026Q2: 413,272 shares 413,272 $8.79M 0.86% +21,417 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS 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: 289,950 shares 289,950 $8.71M 0.85% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,633 shares; 2024Q4: 72,083 shares; 2025Q1: 67,794 shares; 2025Q2: 64,681 shares; 2025Q3: 67,694 shares; 2025Q4: 68,261 shares; 2026Q1: 70,329 shares; 2026Q2: 71,722 shares 71,722 $8.41M 0.82% +1,393 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,964 shares; 2024Q4: 17,609 shares; 2025Q1: 23,298 shares; 2025Q2: 25,250 shares; 2025Q3: 26,582 shares; 2025Q4: 26,972 shares; 2026Q1: 27,882 shares; 2026Q2: 28,562 shares 28,562 $8.3M 0.81% +680 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC 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: 610,736 shares 610,736 $8.26M 0.8% new Timeline SPIB 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: 20,752 shares; 2024Q4: 151,605 shares; 2025Q1: 155,285 shares; 2025Q2: 148,343 shares; 2025Q3: 147,642 shares; 2025Q4: 225,058 shares; 2026Q1: 228,258 shares; 2026Q2: 245,023 shares 245,023 $8.2M 0.8% +16,765 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: 90,042 shares; 2025Q3: 86,807 shares; 2025Q4: 86,287 shares; 2026Q1: 85,489 shares; 2026Q2: 112,039 shares 112,039 $8.1M 0.79% +26,550 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: 13,357 shares; 2024Q4: 42,881 shares; 2025Q1: 26,112 shares; 2025Q2: 27,823 shares; 2025Q3: 29,026 shares; 2025Q4: 29,278 shares; 2026Q1: 30,249 shares; 2026Q2: 30,821 shares 30,821 $7.76M 0.75% +572 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: 16,491 shares; 2024Q4: 82,007 shares; 2025Q1: 68,330 shares; 2025Q2: 58,904 shares; 2025Q3: 61,539 shares; 2025Q4: 62,347 shares; 2026Q1: 64,160 shares; 2026Q2: 65,342 shares 65,342 $7.4M 0.72% +1,182 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: 1,966 shares; 2024Q4: 11,675 shares; 2025Q1: 11,969 shares; 2025Q2: 12,825 shares; 2025Q3: 13,512 shares; 2025Q4: 13,690 shares; 2026Q1: 14,162 shares; 2026Q2: 14,473 shares 14,473 $7.37M 0.72% +311 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: 3,820 shares; 2024Q4: 19,188 shares; 2025Q1: 19,583 shares; 2025Q2: 18,187 shares; 2025Q3: 19,016 shares; 2025Q4: 19,178 shares; 2026Q1: 19,781 shares; 2026Q2: 20,153 shares 20,153 $7.3M 0.71% +372 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,035 shares; 2024Q4: 118,438 shares; 2025Q1: 121,032 shares; 2025Q2: 88,990 shares; 2025Q3: 86,986 shares; 2025Q4: 86,838 shares; 2026Q1: 86,957 shares; 2026Q2: 88,047 shares 88,047 $7.21M 0.7% +1,090 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: 6,841 shares; 2024Q4: 41,113 shares; 2025Q1: 43,447 shares; 2025Q2: 44,971 shares; 2025Q3: 42,818 shares; 2025Q4: 47,707 shares; 2026Q1: 47,682 shares; 2026Q2: 48,189 shares 48,189 $7.15M 0.7% +507 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,965 shares; 2024Q4: 27,477 shares; 2025Q1: 28,969 shares; 2025Q2: 29,173 shares; 2025Q3: 28,713 shares; 2025Q4: 28,800 shares; 2026Q1: 28,979 shares; 2026Q2: 29,286 shares 29,286 $7.12M 0.69% +307 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,194 shares; 2025Q1: 6,957 shares; 2025Q2: 9,609 shares; 2025Q3: 7,436 shares; 2025Q4: 246,616 shares; 2026Q1: 258,051 shares; 2026Q2: 273,615 shares 273,615 $7.02M 0.68% +15,564 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: 3,762 shares; 2024Q4: 21,350 shares; 2025Q1: 21,878 shares; 2025Q2: 23,475 shares; 2025Q3: 24,734 shares; 2025Q4: 31,571 shares; 2026Q1: 30,382 shares; 2026Q2: 30,969 shares 30,969 $6.94M 0.67% +587 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: 2,547 shares; 2024Q4: 14,852 shares; 2025Q1: 15,166 shares; 2025Q2: 16,252 shares; 2025Q3: 17,084 shares; 2025Q4: 17,234 shares; 2026Q1: 17,803 shares; 2026Q2: 19,438 shares 19,438 $6.86M 0.67% +1,635 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,374 shares; 2024Q4: 255,050 shares; 2025Q1: 249,972 shares; 2025Q2: 237,224 shares; 2025Q3: 231,584 shares; 2025Q4: 201,872 shares; 2026Q1: 196,858 shares; 2026Q2: 191,440 shares 191,440 $6.66M 0.65% -5,418 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,329 shares; 2024Q4: 83,509 shares; 2025Q1: 82,816 shares; 2025Q2: 76,692 shares; 2025Q3: 61,425 shares; 2025Q4: 57,603 shares; 2026Q1: 58,781 shares; 2026Q2: 59,827 shares 59,827 $6.59M 0.64% +1,046 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT 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: 374,790 shares 374,790 $6.54M 0.64% new Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT 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: 385,846 shares 385,846 $6.49M 0.63% new 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: 3,362 shares; 2024Q4: 14,410 shares; 2025Q1: 14,679 shares; 2025Q2: 15,593 shares; 2025Q3: 16,277 shares; 2025Q4: 16,433 shares; 2026Q1: 16,873 shares; 2026Q2: 17,245 shares 17,245 $6.43M 0.63% +372 Timeline MLPA 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: 250,115 shares; 2025Q1: 260,561 shares; 2025Q2: 271,864 shares; 2025Q3: 178,808 shares; 2025Q4: 165,606 shares; 2026Q1: 172,567 shares; 2026Q2: 117,458 shares 117,458 $6.23M 0.61% -55,109 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,030 shares; 2024Q4: 64,652 shares; 2025Q1: 83,153 shares; 2025Q2: 89,097 shares; 2025Q3: 87,081 shares; 2025Q4: 93,442 shares; 2026Q1: 95,379 shares; 2026Q2: 98,258 shares 98,258 $6.15M 0.6% +2,879 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: 5,160 shares; 2025Q1: 5,283 shares; 2025Q2: 5,644 shares; 2025Q3: 5,952 shares; 2025Q4: 6,048 shares; 2026Q1: 6,260 shares; 2026Q2: 6,384 shares 6,384 $6.14M 0.6% +124 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: 4,915 shares; 2024Q4: 28,831 shares; 2025Q1: 29,544 shares; 2025Q2: 31,684 shares; 2025Q3: 33,435 shares; 2025Q4: 33,883 shares; 2026Q1: 35,079 shares; 2026Q2: 35,836 shares 35,836 $6.1M 0.59% +757 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: 78,498 shares; 2024Q4: 84,198 shares; 2025Q1: 70,748 shares; 2025Q2: 70,748 shares; 2025Q3: 72,091 shares; 2025Q4: 73,290 shares; 2026Q1: 83,394 shares; 2026Q2: 83,840 shares 83,840 $5.97M 0.58% +446 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,749 shares; 2024Q4: 41,791 shares; 2025Q1: 42,087 shares; 2025Q2: 41,414 shares; 2025Q3: 39,954 shares; 2025Q4: 38,976 shares; 2026Q1: 36,178 shares; 2026Q2: 36,073 shares 36,073 $5.93M 0.58% -105 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC 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: 619,851 shares 619,851 $5.88M 0.57% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,112 shares; 2024Q4: 108,381 shares; 2025Q1: 106,464 shares; 2025Q2: 106,862 shares; 2025Q3: 105,009 shares; 2025Q4: 103,219 shares; 2026Q1: 103,663 shares; 2026Q2: 103,958 shares 103,958 $5.68M 0.55% +295 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 316,420 shares; 2025Q1: 340,580 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 451,309 shares 451,309 $5.65M 0.55% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,446 shares; 2024Q4: 11,194 shares; 2025Q1: 11,412 shares; 2025Q2: 12,126 shares; 2025Q3: 12,701 shares; 2025Q4: 12,854 shares; 2026Q1: 13,249 shares; 2026Q2: 13,519 shares 13,519 $5.61M 0.55% +270 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: not reported; 2024Q4: 21,895 shares; 2025Q1: 24,680 shares; 2025Q2: 23,557 shares; 2025Q3: 23,205 shares; 2025Q4: 21,881 shares; 2026Q1: 22,014 shares; 2026Q2: 22,896 shares 22,896 $5.55M 0.54% +882 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,517 shares; 2024Q4: 36,751 shares; 2025Q1: 37,293 shares; 2025Q2: 32,945 shares; 2025Q3: 24,842 shares; 2025Q4: 25,304 shares; 2026Q1: 26,299 shares; 2026Q2: 28,856 shares 28,856 $5.43M 0.53% +2,557 Timeline SCHM 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: 7,677 shares; 2024Q4: 137,659 shares; 2025Q1: 137,895 shares; 2025Q2: 144,528 shares; 2025Q3: 142,009 shares; 2025Q4: 142,990 shares; 2026Q1: 144,803 shares; 2026Q2: 144,728 shares 144,728 $5.34M 0.52% -75 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,876 shares 21,876 $5.31M 0.52% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 89,495 shares; 2024Q4: 89,947 shares; 2025Q1: 89,772 shares; 2025Q2: 90,623 shares; 2025Q3: 91,608 shares; 2025Q4: 88,715 shares; 2026Q1: 87,657 shares; 2026Q2: 87,481 shares 87,481 $5.22M 0.51% -176 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: 33,820 shares; 2024Q4: 52,828 shares; 2025Q1: 51,849 shares; 2025Q2: 51,755 shares; 2025Q3: 50,715 shares; 2025Q4: 47,866 shares; 2026Q1: 47,632 shares; 2026Q2: 44,156 shares 44,156 $5.19M 0.5% -3,476 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: 31,598 shares; 2024Q4: 48,128 shares; 2025Q1: 46,688 shares; 2025Q2: 46,584 shares; 2025Q3: 43,897 shares; 2025Q4: 40,455 shares; 2026Q1: 38,606 shares; 2026Q2: 36,584 shares 36,584 $5.12M 0.5% -2,022 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 115,016 shares; 2025Q1: 123,983 shares; 2025Q2: 139,023 shares; 2025Q3: 157,424 shares; 2025Q4: 173,076 shares; 2026Q1: 181,094 shares; 2026Q2: 191,879 shares 191,879 $5.09M 0.5% +10,785 Timeline SCHC 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: 63,609 shares; 2024Q4: 101,194 shares; 2025Q1: 101,274 shares; 2025Q2: 101,147 shares; 2025Q3: 99,929 shares; 2025Q4: 96,540 shares; 2026Q1: 96,457 shares; 2026Q2: 105,277 shares 105,277 $5.07M 0.49% +8,820 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,407 shares; 2024Q4: 49,457 shares; 2025Q1: 52,573 shares; 2025Q2: 60,603 shares; 2025Q3: 58,847 shares; 2025Q4: 62,745 shares; 2026Q1: 48,838 shares; 2026Q2: 52,125 shares 52,125 $4.93M 0.48% +3,287 Timeline SPTL 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: 64,374 shares; 2024Q4: 174,593 shares; 2025Q1: 180,375 shares; 2025Q2: 275,075 shares; 2025Q3: 275,800 shares; 2025Q4: 173,801 shares; 2026Q1: 179,006 shares; 2026Q2: 185,951 shares 185,951 $4.88M 0.47% +6,945 Timeline SCHP 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: 22,983 shares; 2024Q4: 170,299 shares; 2025Q1: 168,411 shares; 2025Q2: 154,491 shares; 2025Q3: 200,086 shares; 2025Q4: 208,903 shares; 2026Q1: 176,961 shares; 2026Q2: 181,199 shares 181,199 $4.8M 0.47% +4,238 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: 2,154 shares; 2024Q4: 69,723 shares; 2025Q1: 66,394 shares; 2025Q2: 73,358 shares; 2025Q3: 73,113 shares; 2025Q4: 105,121 shares; 2026Q1: 106,417 shares; 2026Q2: 137,795 shares 137,795 $4.66M 0.45% +31,378 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: not reported; 2024Q4: 8,521 shares; 2025Q1: 9,359 shares; 2025Q2: 8,831 shares; 2025Q3: 8,519 shares; 2025Q4: 8,553 shares; 2026Q1: 8,943 shares; 2026Q2: 37,329 shares 37,329 $4.64M 0.45% +28,386 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,524 shares; 2024Q4: 14,494 shares; 2025Q1: 12,338 shares; 2025Q2: 13,107 shares; 2025Q3: 13,757 shares; 2025Q4: 13,915 shares; 2026Q1: 14,410 shares; 2026Q2: 14,715 shares 14,715 $4.63M 0.45% +305 Timeline AME AMETEK INC More: the full row for AMETEK 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: 18,306 shares 18,306 $4.43M 0.43% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,245 shares; 2024Q4: 101,513 shares; 2025Q1: 102,614 shares; 2025Q2: 94,521 shares; 2025Q3: 92,180 shares; 2025Q4: 97,133 shares; 2026Q1: 96,023 shares; 2026Q2: 94,549 shares 94,549 $4.43M 0.43% -1,474 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 392,203 shares 392,203 $4.26M 0.41% new Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 78,602 shares; 2024Q4: 99,591 shares; 2025Q1: 100,139 shares; 2025Q2: 127,929 shares; 2025Q3: 126,404 shares; 2025Q4: 111,048 shares; 2026Q1: 74,762 shares; 2026Q2: 75,158 shares 75,158 $3.85M 0.37% +396 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: 33,050 shares; 2025Q2: 38,560 shares; 2025Q3: 38,932 shares; 2025Q4: 41,524 shares; 2026Q1: 43,688 shares; 2026Q2: 44,047 shares 44,047 $3.69M 0.36% +359 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,033 shares; 2024Q4: 24,009 shares; 2025Q1: 23,619 shares; 2025Q2: 23,811 shares; 2025Q3: 23,196 shares; 2025Q4: 22,078 shares; 2026Q1: 21,932 shares; 2026Q2: 20,901 shares 20,901 $3.54M 0.34% -1,031 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: 18,440 shares; 2024Q4: 34,991 shares; 2025Q1: 35,198 shares; 2025Q2: 32,235 shares; 2025Q3: 32,081 shares; 2025Q4: 34,703 shares; 2026Q1: 35,520 shares; 2026Q2: 36,229 shares 36,229 $3.43M 0.33% +709 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,189 shares 14,189 $3.37M 0.33% 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: 17,781 shares; 2025Q3: 17,398 shares; 2025Q4: 16,379 shares; 2026Q1: 16,189 shares; 2026Q2: 15,750 shares 15,750 $3.26M 0.32% -439 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: 41,065 shares; 2026Q1: 40,741 shares; 2026Q2: 39,905 shares 39,905 $3.1M 0.3% -836 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: 9,537 shares; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 9,332 shares; 2025Q3: 9,332 shares; 2025Q4: 9,401 shares; 2026Q1: 9,457 shares; 2026Q2: 37,947 shares 37,947 $3.06M 0.3% +28,490 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: 4,544 shares; 2024Q4: 7,023 shares; 2025Q1: 7,042 shares; 2025Q2: 8,611 shares; 2025Q3: 8,644 shares; 2025Q4: 8,439 shares; 2026Q1: 8,519 shares; 2026Q2: 8,584 shares 8,584 $3.04M 0.3% +65 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: 9,299 shares; 2024Q4: 10,361 shares; 2025Q1: 11,215 shares; 2025Q2: 10,471 shares; 2025Q3: 9,729 shares; 2025Q4: 10,068 shares; 2026Q1: 10,055 shares; 2026Q2: 10,026 shares 10,026 $3.04M 0.3% -29 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: 13,771 shares; 2024Q4: 22,310 shares; 2025Q1: 22,297 shares; 2025Q2: 22,559 shares; 2025Q3: 22,813 shares; 2025Q4: 22,463 shares; 2026Q1: 22,209 shares; 2026Q2: 22,056 shares 22,056 $3.02M 0.29% -153 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: 15,934 shares; 2026Q2: 15,923 shares 15,923 $2.99M 0.29% -11 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 13,965 shares 13,965 $2.97M 0.29% new Timeline SCHA 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: 4,490 shares; 2024Q4: 65,879 shares; 2025Q1: 68,752 shares; 2025Q2: 77,415 shares; 2025Q3: 76,170 shares; 2025Q4: 79,447 shares; 2026Q1: 81,217 shares; 2026Q2: 81,762 shares 81,762 $2.95M 0.29% +545 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 54,872 shares; 2024Q4: 69,403 shares; 2025Q1: 68,199 shares; 2025Q2: 67,301 shares; 2025Q3: 66,682 shares; 2025Q4: 68,716 shares; 2026Q1: 52,011 shares; 2026Q2: 52,531 shares 52,531 $2.8M 0.27% +520 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: 16,099 shares; 2024Q4: 25,103 shares; 2025Q1: 24,018 shares; 2025Q2: 24,486 shares; 2025Q3: 23,966 shares; 2025Q4: 22,698 shares; 2026Q1: 21,927 shares; 2026Q2: 21,700 shares 21,700 $2.74M 0.27% -227 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,065 shares; 2024Q4: 18,590 shares; 2025Q1: 17,936 shares; 2025Q2: 17,853 shares; 2025Q3: 17,501 shares; 2025Q4: 16,676 shares; 2026Q1: 16,743 shares; 2026Q2: 16,783 shares 16,783 $2.72M 0.26% +40 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,484 shares; 2024Q4: 25,653 shares; 2025Q1: 25,440 shares; 2025Q2: 25,650 shares; 2025Q3: 25,945 shares; 2025Q4: 25,178 shares; 2026Q1: 25,418 shares; 2026Q2: 25,195 shares 25,195 $2.72M 0.26% -223 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,940 shares; 2024Q4: 11,829 shares; 2025Q1: 11,619 shares; 2025Q2: 11,710 shares; 2025Q3: 11,582 shares; 2025Q4: 11,253 shares; 2026Q1: 11,259 shares; 2026Q2: 11,213 shares 11,213 $2.67M 0.26% -46 Timeline EFV 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: 23,685 shares; 2025Q2: 31,363 shares; 2025Q3: 31,588 shares; 2025Q4: 33,833 shares; 2026Q1: 34,040 shares; 2026Q2: 34,830 shares 34,830 $2.67M 0.26% +790 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,156 shares; 2025Q4: 18,230 shares; 2026Q1: 18,339 shares; 2026Q2: 18,136 shares 18,136 $2.62M 0.25% -203 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,603 shares; 2024Q4: 18,609 shares; 2025Q1: 18,826 shares; 2025Q2: 17,046 shares; 2025Q3: 16,646 shares; 2025Q4: 16,426 shares; 2026Q1: 16,324 shares; 2026Q2: 16,431 shares 16,431 $2.61M 0.25% +107 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,731 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,606 shares; 2025Q3: 27,998 shares; 2025Q4: 27,429 shares; 2026Q1: 26,562 shares; 2026Q2: 26,043 shares 26,043 $2.47M 0.24% -519 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: 6,283 shares; 2024Q4: 12,701 shares; 2025Q1: 12,690 shares; 2025Q2: 12,758 shares; 2025Q3: 12,962 shares; 2025Q4: not reported; 2026Q1: 23,824 shares; 2026Q2: 24,701 shares 24,701 $2.43M 0.24% +877 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,034 shares 42,034 $2.42M 0.24% new Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,259 shares; 2024Q4: 65,830 shares; 2025Q1: 66,705 shares; 2025Q2: 69,500 shares; 2025Q3: 44,873 shares; 2025Q4: 48,626 shares; 2026Q1: 48,731 shares; 2026Q2: 52,294 shares 52,294 $2.41M 0.23% +3,563 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,688 shares; 2026Q1: 38,566 shares; 2026Q2: 39,828 shares 39,828 $2.39M 0.23% +1,262 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,135 shares; 2024Q4: 78,182 shares; 2025Q1: 69,321 shares; 2025Q2: 72,483 shares; 2025Q3: 70,638 shares; 2025Q4: 78,092 shares; 2026Q1: 46,715 shares; 2026Q2: 46,372 shares 46,372 $2.35M 0.23% -343 Timeline IWR 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: 17,823 shares; 2025Q1: 20,160 shares; 2025Q2: 19,311 shares; 2025Q3: 19,094 shares; 2025Q4: 19,881 shares; 2026Q1: 20,528 shares; 2026Q2: 21,079 shares 21,079 $2.33M 0.23% +551 Timeline EMB 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: 13,741 shares; 2025Q3: 13,517 shares; 2025Q4: 23,365 shares; 2026Q1: 23,252 shares; 2026Q2: 23,882 shares 23,882 $2.3M 0.22% +630 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: 12,828 shares; 2024Q4: 42,902 shares; 2025Q1: 44,586 shares; 2025Q2: 49,675 shares; 2025Q3: 49,077 shares; 2025Q4: 43,298 shares; 2026Q1: 44,116 shares; 2026Q2: 45,673 shares 45,673 $2.29M 0.22% +1,557 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: 12,019 shares; 2024Q4: 22,109 shares; 2025Q1: 22,110 shares; 2025Q2: 22,233 shares; 2025Q3: 22,367 shares; 2025Q4: 22,230 shares; 2026Q1: 22,612 shares; 2026Q2: 22,780 shares 22,780 $2.18M 0.21% +168 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: not reported; 2024Q4: 35,209 shares; 2025Q1: 35,409 shares; 2025Q2: 29,353 shares; 2025Q3: 28,348 shares; 2025Q4: 26,662 shares; 2026Q1: 25,277 shares; 2026Q2: 27,670 shares 27,670 $2.09M 0.2% +2,393 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,701 shares; 2024Q4: not reported; 2025Q1: 31,795 shares; 2025Q2: 30,726 shares; 2025Q3: 29,737 shares; 2025Q4: 29,605 shares; 2026Q1: 29,611 shares; 2026Q2: 29,692 shares 29,692 $2.06M 0.2% +81 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,204 shares; 2026Q1: 20,268 shares; 2026Q2: 20,122 shares 20,122 $2.06M 0.2% -146 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,496 shares; 2024Q4: 134,853 shares; 2025Q1: 138,282 shares; 2025Q2: 169,111 shares; 2025Q3: 133,015 shares; 2025Q4: 144,674 shares; 2026Q1: 84,824 shares; 2026Q2: 82,617 shares 82,617 $2.04M 0.2% -2,207 Timeline PSCT INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,069 shares; 2026Q2: 21,138 shares 21,138 $1.95M 0.19% +69 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,471 shares; 2024Q4: 10,604 shares; 2025Q1: 10,889 shares; 2025Q2: 31,477 shares; 2025Q3: 48,347 shares; 2025Q4: 66,705 shares; 2026Q1: 46,016 shares; 2026Q2: 44,615 shares 44,615 $1.83M 0.18% -1,401 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: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,082 shares; 2026Q1: 8,126 shares; 2026Q2: 8,167 shares 8,167 $1.78M 0.17% +41 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: 14,805 shares; 2024Q4: 14,805 shares; 2025Q1: 10,805 shares; 2025Q2: 10,805 shares; 2025Q3: 10,868 shares; 2025Q4: 10,938 shares; 2026Q1: 11,001 shares; 2026Q2: 11,068 shares 11,068 $1.75M 0.17% +67 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: 20,462 shares; 2024Q4: 29,152 shares; 2025Q1: 28,325 shares; 2025Q2: 27,931 shares; 2025Q3: 26,932 shares; 2025Q4: 25,161 shares; 2026Q1: 32,113 shares; 2026Q2: 31,978 shares 31,978 $1.71M 0.17% -135 Timeline WTMF 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: 26,091 shares; 2025Q2: 28,512 shares; 2025Q3: 31,897 shares; 2025Q4: 33,916 shares; 2026Q1: 37,210 shares; 2026Q2: 41,669 shares 41,669 $1.7M 0.17% +4,459 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,449 shares; 2025Q1: 6,262 shares; 2025Q2: 12,625 shares; 2025Q3: 18,546 shares; 2025Q4: 32,830 shares; 2026Q1: 44,712 shares; 2026Q2: 49,446 shares 49,446 $1.65M 0.16% +4,734 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,075 shares; 2024Q4: 53,025 shares; 2025Q1: 57,025 shares; 2025Q2: 49,735 shares; 2025Q3: 59,160 shares; 2025Q4: 55,550 shares; 2026Q1: 45,050 shares; 2026Q2: 45,050 shares 45,050 $1.6M 0.16% 0 Timeline EWW 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: 19,960 shares; 2025Q3: 20,026 shares; 2025Q4: 20,644 shares; 2026Q1: 20,712 shares; 2026Q2: 21,008 shares 21,008 $1.58M 0.15% +296 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,174 shares; 2024Q4: 16,084 shares; 2025Q1: not reported; 2025Q2: 36,690 shares; 2025Q3: 41,083 shares; 2025Q4: 42,260 shares; 2026Q1: 45,374 shares; 2026Q2: 50,223 shares 50,223 $1.54M 0.15% +4,849 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,403 shares; 2024Q4: 49,534 shares; 2025Q1: 53,854 shares; 2025Q2: 47,346 shares; 2025Q3: 47,535 shares; 2025Q4: 51,172 shares; 2026Q1: 53,802 shares; 2026Q2: 58,591 shares 58,591 $1.48M 0.14% +4,789 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: 13,721 shares; 2024Q4: 13,043 shares; 2025Q1: 14,020 shares; 2025Q2: 9,199 shares; 2025Q3: 5,133 shares; 2025Q4: 4,247 shares; 2026Q1: 4,047 shares; 2026Q2: 3,941 shares 3,941 $1.46M 0.14% -106 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: 26,803 shares; 2024Q4: 26,407 shares; 2025Q1: 27,708 shares; 2025Q2: 29,502 shares; 2025Q3: 29,222 shares; 2025Q4: 29,086 shares; 2026Q1: 28,508 shares; 2026Q2: 28,515 shares 28,515 $1.44M 0.14% +7 Timeline SCMB 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: 15,500 shares; 2024Q4: 56,848 shares; 2025Q1: 60,026 shares; 2025Q2: 43,946 shares; 2025Q3: 42,831 shares; 2025Q4: 53,076 shares; 2026Q1: 47,668 shares; 2026Q2: 53,282 shares 53,282 $1.38M 0.13% +5,614 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,255 shares; 2024Q4: 4,255 shares; 2025Q1: 3,680 shares; 2025Q2: 3,680 shares; 2025Q3: 3,688 shares; 2025Q4: 3,697 shares; 2026Q1: 3,708 shares; 2026Q2: 3,715 shares 3,715 $1.36M 0.13% +7 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,934 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,360 shares; 2026Q2: 22,458 shares 22,458 $1.14M 0.11% +98 Timeline URA 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: 20,532 shares; 2025Q4: 22,959 shares; 2026Q1: 24,209 shares; 2026Q2: 25,981 shares 25,981 $1.14M 0.11% +1,772 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,956 shares; 2025Q4: 5,156 shares; 2026Q1: 5,916 shares; 2026Q2: 6,830 shares 6,830 $1.13M 0.11% +914 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: not reported; 2024Q4: 459 shares; 2025Q1: 458 shares; 2025Q2: 838 shares; 2025Q3: 887 shares; 2025Q4: 1,148 shares; 2026Q1: 1,310 shares; 2026Q2: 1,510 shares 1,510 $1.11M 0.11% +200 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,076 shares; 2024Q4: 9,698 shares; 2025Q1: 8,977 shares; 2025Q2: 8,778 shares; 2025Q3: 8,355 shares; 2025Q4: 7,664 shares; 2026Q1: 7,225 shares; 2026Q2: 7,026 shares 7,026 $1.1M 0.11% -199 Timeline ARB ALTSHARES TRUST More: the full row for ALTSHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,173 shares; 2024Q4: 25,145 shares; 2025Q1: 23,617 shares; 2025Q2: 24,847 shares; 2025Q3: 27,718 shares; 2025Q4: 29,353 shares; 2026Q1: 32,505 shares; 2026Q2: 36,671 shares 36,671 $1.09M 0.11% +4,166 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,847 shares; 2024Q4: 34,869 shares; 2025Q1: 31,041 shares; 2025Q2: 17,235 shares; 2025Q3: 12,598 shares; 2025Q4: 11,560 shares; 2026Q1: 10,543 shares; 2026Q2: 10,862 shares 10,862 $1.05M 0.1% +319 Timeline COMT 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: 48,735 shares; 2024Q4: 48,574 shares; 2025Q1: 48,574 shares; 2025Q2: 48,574 shares; 2025Q3: 30,374 shares; 2025Q4: 32,763 shares; 2026Q1: 32,763 shares; 2026Q2: 32,763 shares 32,763 $995K 0.1% 0 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,900 shares; 2024Q4: 17,900 shares; 2025Q1: 17,900 shares; 2025Q2: 17,900 shares; 2025Q3: 17,900 shares; 2025Q4: 18,533 shares; 2026Q1: 16,771 shares; 2026Q2: 17,109 shares 17,109 $962K 0.09% +338 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: 2,262 shares; 2024Q4: 2,894 shares; 2025Q1: 2,831 shares; 2025Q2: 3,117 shares; 2025Q3: 3,007 shares; 2025Q4: 2,838 shares; 2026Q1: 2,777 shares; 2026Q2: 2,685 shares 2,685 $959K 0.09% -92 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,498 shares; 2024Q4: 37,796 shares; 2025Q1: 38,483 shares; 2025Q2: 30,692 shares; 2025Q3: 26,812 shares; 2025Q4: 29,479 shares; 2026Q1: 19,345 shares; 2026Q2: 19,481 shares 19,481 $940K 0.09% +136 Timeline EWA 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: 45,186 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,389 shares; 2026Q2: 30,660 shares 30,660 $863K 0.08% +1,271 Timeline ARTY 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: 6,426 shares; 2025Q4: 8,339 shares; 2026Q1: 9,500 shares; 2026Q2: 10,953 shares 10,953 $834K 0.08% +1,453 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,028 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,696 shares; 2026Q1: 1,928 shares; 2026Q2: 4,207 shares 4,207 $807K 0.08% +2,279 Timeline TLH 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: 7,514 shares; 2026Q1: 7,703 shares; 2026Q2: 7,971 shares 7,971 $800K 0.08% +268 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,621 shares 8,621 $775K 0.08% new Timeline EMLC 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: 20,449 shares; 2025Q3: 29,349 shares; 2025Q4: 42,172 shares; 2026Q1: 29,819 shares; 2026Q2: 29,275 shares 29,275 $748K 0.07% -544 Timeline SMHX 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: 8,811 shares; 2026Q1: 10,001 shares; 2026Q2: 11,524 shares 11,524 $736K 0.07% +1,523 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,744 shares; 2024Q4: 8,116 shares; 2025Q1: 8,379 shares; 2025Q2: 10,618 shares; 2025Q3: 10,381 shares; 2025Q4: 11,101 shares; 2026Q1: 6,407 shares; 2026Q2: 6,239 shares 6,239 $733K 0.07% -168 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,913 shares; 2024Q4: 9,060 shares; 2025Q1: 8,673 shares; 2025Q2: 8,447 shares; 2025Q3: 8,224 shares; 2025Q4: 8,202 shares; 2026Q1: 8,074 shares; 2026Q2: 7,578 shares 7,578 $723K 0.07% -496 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,570 shares; 2024Q4: 20,570 shares; 2025Q1: 20,570 shares; 2025Q2: 18,790 shares; 2025Q3: 18,790 shares; 2025Q4: 12,476 shares; 2026Q1: 9,221 shares; 2026Q2: 9,221 shares 9,221 $696K 0.07% 0 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 17,143 shares 17,143 $686K 0.07% new 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: 9,960 shares; 2024Q4: 11,256 shares; 2025Q1: 12,944 shares; 2025Q2: 35,480 shares; 2025Q3: 54,072 shares; 2025Q4: 8,149 shares; 2026Q1: 8,149 shares; 2026Q2: 7,819 shares 7,819 $668K 0.07% -330 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,311 shares; 2025Q3: 11,869 shares; 2025Q4: 15,518 shares; 2026Q1: 8,705 shares; 2026Q2: 10,025 shares 10,025 $658K 0.06% +1,320 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 1,358 shares; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,254 shares; 2025Q4: 1,153 shares; 2026Q1: 1,057 shares; 2026Q2: 878 shares 878 $635K 0.06% -179 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,437 shares; 2024Q4: 14,630 shares; 2025Q1: 13,814 shares; 2025Q2: 11,934 shares; 2025Q3: 10,944 shares; 2025Q4: 10,252 shares; 2026Q1: 9,005 shares; 2026Q2: 9,218 shares 9,218 $597K 0.06% +213 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,460 shares; 2025Q4: 5,460 shares; 2026Q1: 5,460 shares; 2026Q2: 5,460 shares 5,460 $584K 0.06% 0 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: 24,560 shares; 2024Q4: 27,396 shares; 2025Q1: 24,236 shares; 2025Q2: 12,834 shares; 2025Q3: 3,537 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares; 2026Q2: 3,561 shares 3,561 $559K 0.05% -1 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,573 shares; 2024Q4: 1,573 shares; 2025Q1: 1,573 shares; 2025Q2: 1,573 shares; 2025Q3: 1,573 shares; 2025Q4: 1,573 shares; 2026Q1: 1,573 shares; 2026Q2: 1,573 shares 1,573 $556K 0.05% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,640 shares; 2024Q4: 2,149 shares; 2025Q1: 2,055 shares; 2025Q2: 2,020 shares; 2025Q3: 1,878 shares; 2025Q4: 1,758 shares; 2026Q1: 1,729 shares; 2026Q2: 1,673 shares 1,673 $548K 0.05% -56 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,096 shares; 2024Q4: 1,605 shares; 2025Q1: 1,488 shares; 2025Q2: 1,471 shares; 2025Q3: 1,317 shares; 2025Q4: 1,251 shares; 2026Q1: 1,224 shares; 2026Q2: 1,150 shares 1,150 $478K 0.05% -74 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: 27,371 shares; 2024Q4: 75,758 shares; 2025Q1: 75,245 shares; 2025Q2: 6,496 shares; 2025Q3: 5,122 shares; 2025Q4: 4,889 shares; 2026Q1: 4,706 shares; 2026Q2: 4,886 shares 4,886 $471K 0.05% +180 Timeline IFRA 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: 6,472 shares; 2026Q2: 7,396 shares 7,396 $466K 0.05% +924 Timeline SIL 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: 6,034 shares; 2024Q4: 10,197 shares; 2025Q1: 12,381 shares; 2025Q2: 12,454 shares; 2025Q3: 12,415 shares; 2025Q4: 10,990 shares; 2026Q1: 5,565 shares; 2026Q2: 6,006 shares 6,006 $465K 0.05% +441 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,680 shares; 2024Q4: 6,680 shares; 2025Q1: 6,680 shares; 2025Q2: 6,680 shares; 2025Q3: 6,689 shares; 2025Q4: 6,697 shares; 2026Q1: 6,707 shares; 2026Q2: 6,719 shares 6,719 $464K 0.05% +12 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,025 shares; 2024Q4: 3,908 shares; 2025Q1: 3,636 shares; 2025Q2: 3,513 shares; 2025Q3: 3,345 shares; 2025Q4: 3,233 shares; 2026Q1: 3,160 shares; 2026Q2: 2,926 shares 2,926 $449K 0.04% -234 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,409 shares; 2024Q4: 11,853 shares; 2025Q1: 18,631 shares; 2025Q2: 23,432 shares; 2025Q3: 12,943 shares; 2025Q4: 15,544 shares; 2026Q1: 9,147 shares; 2026Q2: 8,819 shares 8,819 $429K 0.04% -328 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: 2,981 shares; 2024Q4: 4,068 shares; 2025Q1: 3,902 shares; 2025Q2: 3,860 shares; 2025Q3: 3,635 shares; 2025Q4: 3,423 shares; 2026Q1: 3,291 shares; 2026Q2: 2,910 shares 2,910 $421K 0.04% -381 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: 3,086 shares; 2024Q4: 4,809 shares; 2025Q1: 4,622 shares; 2025Q2: 4,610 shares; 2025Q3: 4,237 shares; 2025Q4: 4,016 shares; 2026Q1: 3,942 shares; 2026Q2: 3,745 shares 3,745 $419K 0.04% -197 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,939 shares; 2025Q1: 8,780 shares; 2025Q2: 8,643 shares; 2025Q3: 8,738 shares; 2025Q4: 8,974 shares; 2026Q1: 10,335 shares; 2026Q2: 10,909 shares 10,909 $398K 0.04% +574 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,727 shares; 2024Q4: 2,271 shares; 2025Q1: 2,178 shares; 2025Q2: 2,179 shares; 2025Q3: 2,079 shares; 2025Q4: 1,944 shares; 2026Q1: 1,899 shares; 2026Q2: 1,710 shares 1,710 $392K 0.04% -189 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares; 2026Q2: 300 shares 300 $360K 0.03% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,722 shares; 2024Q4: 4,722 shares; 2025Q1: 4,722 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares; 2026Q1: 4,722 shares; 2026Q2: 4,722 shares 4,722 $355K 0.03% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,454 shares; 2024Q4: 12,746 shares; 2025Q1: 13,243 shares; 2025Q2: 3,894 shares; 2025Q3: 3,816 shares; 2025Q4: 4,042 shares; 2026Q1: 4,141 shares; 2026Q2: 4,198 shares 4,198 $332K 0.03% +57 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,412 shares; 2024Q4: 2,412 shares; 2025Q1: 2,412 shares; 2025Q2: 2,412 shares; 2025Q3: 2,412 shares; 2025Q4: 2,412 shares; 2026Q1: 2,412 shares; 2026Q2: 2,412 shares 2,412 $332K 0.03% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,101 shares; 2026Q2: 3,586 shares 3,586 $307K 0.03% +485 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: not reported; 2025Q3: 1,386 shares; 2025Q4: 1,299 shares; 2026Q1: 1,263 shares; 2026Q2: 1,146 shares 1,146 $298K 0.03% -117 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: 1,470 shares; 2024Q4: 2,194 shares; 2025Q1: 2,109 shares; 2025Q2: 2,116 shares; 2025Q3: 2,027 shares; 2025Q4: 1,916 shares; 2026Q1: 1,860 shares; 2026Q2: 1,780 shares 1,780 $295K 0.03% -80 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,223 shares; 2024Q4: 5,012 shares; 2025Q1: 4,328 shares; 2025Q2: 4,087 shares; 2025Q3: 3,962 shares; 2025Q4: 3,681 shares; 2026Q1: 3,355 shares; 2026Q2: 3,528 shares 3,528 $290K 0.03% +173 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: 1,059 shares; 2024Q4: 934 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 384 shares; 2025Q4: 385 shares; 2026Q1: 386 shares; 2026Q2: 387 shares 387 $289K 0.03% +1 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 936 shares; 2024Q4: 936 shares; 2025Q1: 936 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 936 shares; 2026Q1: 936 shares; 2026Q2: 936 shares 936 $287K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,048 shares; 2024Q4: 94,171 shares; 2025Q1: 96,110 shares; 2025Q2: 110,584 shares; 2025Q3: 115,411 shares; 2025Q4: 129,155 shares; 2026Q1: 133,703 shares; 2026Q2: 3,382 shares 3,382 $283K 0.03% -130,321 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: not reported; 2024Q4: 2,453 shares; 2025Q1: 2,363 shares; 2025Q2: 2,358 shares; 2025Q3: 2,209 shares; 2025Q4: 2,086 shares; 2026Q1: 2,041 shares; 2026Q2: 1,915 shares 1,915 $274K 0.03% -126 Timeline SPMB 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: 40,669 shares; 2024Q4: 41,072 shares; 2025Q1: 39,448 shares; 2025Q2: 16,509 shares; 2025Q3: 14,107 shares; 2025Q4: 13,201 shares; 2026Q1: 12,651 shares; 2026Q2: 12,087 shares 12,087 $270K 0.03% -564 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: 1,802 shares; 2024Q4: 2,412 shares; 2025Q1: 2,324 shares; 2025Q2: 2,329 shares; 2025Q3: 2,258 shares; 2025Q4: 2,226 shares; 2026Q1: 2,180 shares; 2026Q2: 2,050 shares 2,050 $266K 0.03% -130 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: 3,341 shares; 2024Q4: 3,346 shares; 2025Q1: 3,242 shares; 2025Q2: 3,374 shares; 2025Q3: 3,276 shares; 2025Q4: 2,892 shares; 2026Q1: 2,361 shares; 2026Q2: 717 shares 717 $264K 0.03% -1,644 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,806 shares; 2024Q4: 2,373 shares; 2025Q1: 2,273 shares; 2025Q2: 2,250 shares; 2025Q3: 1,863 shares; 2025Q4: 1,795 shares; 2026Q1: 1,799 shares; 2026Q2: 1,743 shares 1,743 $255K 0.02% -56 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: 1,579 shares; 2024Q4: 2,050 shares; 2025Q1: 2,001 shares; 2025Q2: 2,012 shares; 2025Q3: 1,976 shares; 2025Q4: 1,927 shares; 2026Q1: 1,906 shares; 2026Q2: 1,882 shares 1,882 $255K 0.02% -24 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: not reported; 2024Q4: not reported; 2025Q1: 3,317 shares; 2025Q2: 3,306 shares; 2025Q3: 3,213 shares; 2025Q4: 3,067 shares; 2026Q1: 2,981 shares; 2026Q2: 2,868 shares 2,868 $243K 0.02% -113 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,193 shares; 2024Q4: 10,269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 964 shares; 2026Q1: 964 shares; 2026Q2: 964 shares 964 $219K 0.02% 0 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: 1,904 shares; 2024Q4: 1,898 shares; 2025Q1: not reported; 2025Q2: 1,957 shares; 2025Q3: 1,956 shares; 2025Q4: 1,955 shares; 2026Q1: 1,953 shares; 2026Q2: 2,025 shares 2,025 $218K 0.02% +72 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,300 shares; 2024Q4: 1,913 shares; 2025Q1: 1,903 shares; 2025Q2: 1,881 shares; 2025Q3: 1,897 shares; 2025Q4: 1,993 shares; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $218K 0.02% new Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $215K 0.02% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,659 shares; 2024Q4: 23,919 shares; 2025Q1: 23,869 shares; 2025Q2: 3,002 shares; 2025Q3: 2,931 shares; 2025Q4: 2,957 shares; 2026Q1: 2,918 shares; 2026Q2: 2,909 shares 2,909 $212K 0.02% -9 Timeline