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: 63,712 shares; 2024Q4: 65,093 shares; 2025Q1: 64,202 shares; 2025Q2: 64,836 shares; 2025Q3: 70,616 shares; 2025Q4: 72,220 shares; 2026Q1: 76,845 shares; 2026Q2: 94,048 shares 94,048 $70.2M 9.44% +17,203 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: 53,209 shares; 2024Q4: 53,800 shares; 2025Q1: 56,005 shares; 2025Q2: 53,852 shares; 2025Q3: 55,639 shares; 2025Q4: 55,348 shares; 2026Q1: 52,760 shares; 2026Q2: 59,472 shares 59,472 $43.8M 5.88% +6,712 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 407,606 shares 407,606 $40.3M 5.42% new 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: 43,052 shares; 2024Q4: 37,852 shares; 2025Q1: 36,075 shares; 2025Q2: 29,483 shares; 2025Q3: 36,815 shares; 2025Q4: 37,683 shares; 2026Q1: 40,217 shares; 2026Q2: 49,171 shares 49,171 $36.8M 4.95% +8,954 Timeline GTO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 675,575 shares 675,575 $31.7M 4.25% new Timeline GOVI 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: not reported; 2026Q2: 1,060,517 shares 1,060,517 $28.8M 3.87% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175,204 shares; 2026Q2: 324,066 shares 324,066 $26.3M 3.53% +148,862 Timeline RWL 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: not reported; 2026Q2: 183,408 shares 183,408 $23.4M 3.15% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,994 shares; 2024Q4: 131,806 shares; 2025Q1: 96,804 shares; 2025Q2: 94,449 shares; 2025Q3: 136,844 shares; 2025Q4: 136,438 shares; 2026Q1: 145,768 shares; 2026Q2: 175,131 shares 175,131 $18.1M 2.43% +29,363 Timeline WCMI 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: 436,518 shares; 2025Q3: 508,896 shares; 2025Q4: 544,972 shares; 2026Q1: 593,138 shares; 2026Q2: 911,280 shares 911,280 $17.8M 2.4% +318,142 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: 58,709 shares; 2024Q4: 62,759 shares; 2025Q1: 63,676 shares; 2025Q2: 67,256 shares; 2025Q3: 66,966 shares; 2025Q4: 66,491 shares; 2026Q1: 70,358 shares; 2026Q2: 71,605 shares 71,605 $14.3M 1.93% +1,247 Timeline ICLO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 450,516 shares 450,516 $11.5M 1.55% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,081 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,064 shares; 2025Q3: 20,537 shares; 2025Q4: 18,201 shares; 2026Q1: 16,342 shares; 2026Q2: 13,895 shares 13,895 $8.9M 1.2% -2,447 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 134,495 shares; 2024Q4: 270,910 shares; 2025Q1: 201,053 shares; 2025Q2: 217,466 shares; 2025Q3: 255,418 shares; 2025Q4: 278,143 shares; 2026Q1: 305,546 shares; 2026Q2: 112,150 shares 112,150 $8.83M 1.19% -193,396 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 117,275 shares 117,275 $8.78M 1.18% new 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: 46,388 shares; 2024Q4: 49,409 shares; 2025Q1: 56,679 shares; 2025Q2: 60,196 shares; 2025Q3: 84,566 shares; 2025Q4: 84,508 shares; 2026Q1: 91,203 shares; 2026Q2: 93,698 shares 93,698 $8.23M 1.11% +2,495 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,212 shares; 2024Q4: 41,139 shares; 2025Q1: 32,729 shares; 2025Q2: 27,976 shares; 2025Q3: 45,738 shares; 2025Q4: 38,186 shares; 2026Q1: 36,989 shares; 2026Q2: 66,708 shares 66,708 $7.81M 1.05% +29,719 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 130,632 shares; 2024Q4: 130,342 shares; 2025Q1: 110,548 shares; 2025Q2: 109,082 shares; 2025Q3: 106,783 shares; 2025Q4: 105,145 shares; 2026Q1: 866,349 shares; 2026Q2: 173,392 shares 173,392 $7.81M 1.05% -692,957 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: 15,206 shares; 2024Q4: 21,068 shares; 2025Q1: 22,382 shares; 2025Q2: 21,819 shares; 2025Q3: 21,491 shares; 2025Q4: 22,268 shares; 2026Q1: 25,018 shares; 2026Q2: 25,797 shares 25,797 $7.46M 1% +779 Timeline JMEE 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: 95,365 shares 95,365 $7.44M 1% new 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: 167,947 shares; 2024Q4: 173,780 shares; 2025Q1: 152,118 shares; 2025Q2: 148,976 shares; 2025Q3: 147,972 shares; 2025Q4: 147,614 shares; 2026Q1: 150,483 shares; 2026Q2: 144,633 shares 144,633 $7.25M 0.97% -5,850 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 246,230 shares; 2024Q4: 257,054 shares; 2025Q1: 257,580 shares; 2025Q2: 259,753 shares; 2025Q3: 311,753 shares; 2025Q4: 306,855 shares; 2026Q1: 293,582 shares; 2026Q2: 93,657 shares 93,657 $6.83M 0.92% -199,925 Timeline FIXD 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: 734,287 shares; 2024Q4: 733,486 shares; 2025Q1: 727,360 shares; 2025Q2: 707,406 shares; 2025Q3: 715,827 shares; 2025Q4: 725,386 shares; 2026Q1: 784,257 shares; 2026Q2: 153,627 shares 153,627 $6.7M 0.9% -630,630 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: 20,155 shares; 2024Q4: 21,625 shares; 2025Q1: 21,615 shares; 2025Q2: 21,859 shares; 2025Q3: 19,468 shares; 2025Q4: 19,793 shares; 2026Q1: 16,331 shares; 2026Q2: 20,595 shares 20,595 $6.39M 0.86% +4,264 Timeline UXOC 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: 201,810 shares; 2025Q2: 651,595 shares; 2025Q3: 793,973 shares; 2025Q4: 811,229 shares; 2026Q1: 186,178 shares; 2026Q2: 160,163 shares 160,163 $6.27M 0.84% -26,015 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,458 shares; 2024Q4: 21,468 shares; 2025Q1: 18,554 shares; 2025Q2: 8,458 shares; 2025Q3: 16,261 shares; 2025Q4: 10,783 shares; 2026Q1: 21,780 shares; 2026Q2: 62,122 shares 62,122 $6.25M 0.84% +40,342 Timeline FALN 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: 227,881 shares 227,881 $6.21M 0.83% new Timeline FLRT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 113,890 shares 113,890 $5.31M 0.71% new 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: 11,349 shares; 2024Q4: 14,859 shares; 2025Q1: 16,008 shares; 2025Q2: 16,443 shares; 2025Q3: 16,975 shares; 2025Q4: 17,384 shares; 2026Q1: 19,955 shares; 2026Q2: 25,320 shares 25,320 $5.05M 0.68% +5,365 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 51,496 shares 51,496 $4.97M 0.67% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,097 shares; 2024Q4: 11,933 shares; 2025Q1: 14,647 shares; 2025Q2: 16,356 shares; 2025Q3: 41,490 shares; 2025Q4: 43,142 shares; 2026Q1: 44,255 shares; 2026Q2: 46,297 shares 46,297 $4.8M 0.64% +2,042 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 136,756 shares 136,756 $4.7M 0.63% new 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: 15,243 shares; 2024Q4: 16,052 shares; 2025Q1: 16,879 shares; 2025Q2: 16,962 shares; 2025Q3: 17,079 shares; 2025Q4: 15,496 shares; 2026Q1: 13,951 shares; 2026Q2: 19,171 shares 19,171 $4.67M 0.63% +5,220 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,279 shares; 2024Q4: 12,762 shares; 2025Q1: 15,020 shares; 2025Q2: 15,113 shares; 2025Q3: 13,625 shares; 2025Q4: 13,372 shares; 2026Q1: 13,401 shares; 2026Q2: 15,226 shares 15,226 $4.61M 0.62% +1,825 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 74,885 shares 74,885 $4.47M 0.6% new Timeline DRAM ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 57,684 shares 57,684 $4.26M 0.57% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,262 shares; 2024Q4: 50,529 shares; 2025Q1: 9,264 shares; 2025Q2: 8,605 shares; 2025Q3: 8,126 shares; 2025Q4: 8,125 shares; 2026Q1: 8,125 shares; 2026Q2: 24,651 shares 24,651 $4.19M 0.56% +16,526 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: 50,377 shares; 2024Q4: 47,667 shares; 2025Q1: 44,491 shares; 2025Q2: 40,586 shares; 2025Q3: 56,154 shares; 2025Q4: 51,345 shares; 2026Q1: 46,502 shares; 2026Q2: 40,131 shares 40,131 $4.17M 0.56% -6,371 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 86,560 shares 86,560 $4.17M 0.56% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 382,256 shares; 2024Q4: 387,272 shares; 2025Q1: 386,537 shares; 2025Q2: 392,771 shares; 2025Q3: 417,298 shares; 2025Q4: 434,627 shares; 2026Q1: 466,908 shares; 2026Q2: 164,714 shares 164,714 $3.99M 0.54% -302,194 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: 3,614 shares; 2024Q4: 7,580 shares; 2025Q1: 8,686 shares; 2025Q2: 9,975 shares; 2025Q3: 10,582 shares; 2025Q4: 10,673 shares; 2026Q1: 10,772 shares; 2026Q2: 10,867 shares 10,867 $3.88M 0.52% +95 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 105,874 shares; 2024Q4: 80,011 shares; 2025Q1: 15,984 shares; 2025Q2: 39,830 shares; 2025Q3: 37,433 shares; 2025Q4: 33,941 shares; 2026Q1: 15,566 shares; 2026Q2: 15,205 shares 15,205 $3.84M 0.52% -361 Timeline UCON 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: 727,319 shares; 2024Q4: 727,741 shares; 2025Q1: 714,275 shares; 2025Q2: 692,946 shares; 2025Q3: 700,010 shares; 2025Q4: 709,775 shares; 2026Q1: 765,621 shares; 2026Q2: 153,000 shares 153,000 $3.81M 0.51% -612,621 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 364,269 shares; 2024Q4: 369,889 shares; 2025Q1: 368,813 shares; 2025Q2: 374,757 shares; 2025Q3: 386,632 shares; 2025Q4: 403,169 shares; 2026Q1: 433,344 shares; 2026Q2: 145,970 shares 145,970 $3.69M 0.5% -287,374 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: 136,938 shares; 2024Q4: 128,159 shares; 2025Q1: 121,418 shares; 2025Q2: 30,327 shares; 2025Q3: 36,837 shares; 2025Q4: 34,973 shares; 2026Q1: 26,776 shares; 2026Q2: 26,503 shares 26,503 $3.64M 0.49% -273 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: 6,735 shares; 2024Q4: 7,732 shares; 2025Q1: 8,037 shares; 2025Q2: 8,112 shares; 2025Q3: 8,299 shares; 2025Q4: 8,746 shares; 2026Q1: 9,137 shares; 2026Q2: 9,314 shares 9,314 $3.52M 0.47% +177 Timeline RPG 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: 59,918 shares; 2024Q4: 79,433 shares; 2025Q1: 137,114 shares; 2025Q2: 63,909 shares; 2025Q3: 65,436 shares; 2025Q4: 66,955 shares; 2026Q1: 60,473 shares; 2026Q2: 55,008 shares 55,008 $3.51M 0.47% -5,465 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 396,090 shares; 2024Q4: 402,589 shares; 2025Q1: 402,169 shares; 2025Q2: 405,524 shares; 2025Q3: 416,338 shares; 2025Q4: 432,826 shares; 2026Q1: 464,345 shares; 2026Q2: 151,299 shares 151,299 $3.5M 0.47% -313,046 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 403,034 shares; 2024Q4: 410,980 shares; 2025Q1: 413,334 shares; 2025Q2: 409,012 shares; 2025Q3: 421,778 shares; 2025Q4: 439,182 shares; 2026Q1: 470,930 shares; 2026Q2: 144,242 shares 144,242 $3.14M 0.42% -326,688 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: 2,938 shares; 2024Q4: 3,034 shares; 2025Q1: 3,031 shares; 2025Q2: 3,020 shares; 2025Q3: 2,999 shares; 2025Q4: 2,994 shares; 2026Q1: 3,054 shares; 2026Q2: 5,264 shares 5,264 $3.03M 0.41% +2,210 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: 21,329 shares; 2024Q4: 21,736 shares; 2025Q1: 21,787 shares; 2025Q2: 21,246 shares; 2025Q3: 21,228 shares; 2025Q4: 21,605 shares; 2026Q1: 25,012 shares; 2026Q2: 40,586 shares 40,586 $3.02M 0.41% +15,574 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: 26,216 shares; 2024Q4: 25,463 shares; 2025Q1: 24,540 shares; 2025Q2: 24,421 shares; 2025Q3: 25,022 shares; 2025Q4: 25,030 shares; 2026Q1: 26,386 shares; 2026Q2: 37,359 shares 37,359 $2.99M 0.4% +10,973 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: 2,230 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 208,870 shares; 2026Q1: 163,337 shares; 2026Q2: 29,538 shares 29,538 $2.96M 0.4% -133,799 Timeline DJAN 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: 47,505 shares; 2024Q4: 55,478 shares; 2025Q1: 53,739 shares; 2025Q2: 50,712 shares; 2025Q3: 50,876 shares; 2025Q4: 51,314 shares; 2026Q1: 71,527 shares; 2026Q2: 64,329 shares 64,329 $2.93M 0.39% -7,198 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: 1,522 shares; 2025Q4: 1,916 shares; 2026Q1: 2,125 shares; 2026Q2: 2,522 shares 2,522 $2.91M 0.39% +397 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 133,858 shares; 2024Q4: 137,300 shares; 2025Q1: 143,657 shares; 2025Q2: 5,414 shares; 2025Q3: not reported; 2025Q4: 4,049 shares; 2026Q1: 294,031 shares; 2026Q2: 57,838 shares 57,838 $2.88M 0.39% -236,193 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,649 shares; 2024Q4: 18,285 shares; 2025Q1: 18,304 shares; 2025Q2: 18,551 shares; 2025Q3: 19,157 shares; 2025Q4: 19,398 shares; 2026Q1: 19,965 shares; 2026Q2: 20,492 shares 20,492 $2.8M 0.38% +527 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: 17,720 shares; 2024Q4: 18,523 shares; 2025Q1: 18,782 shares; 2025Q2: 18,592 shares; 2025Q3: 17,840 shares; 2025Q4: 20,003 shares; 2026Q1: 20,985 shares; 2026Q2: 20,335 shares 20,335 $2.78M 0.37% -650 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 340,110 shares; 2024Q4: 345,347 shares; 2025Q1: 341,810 shares; 2025Q2: 342,134 shares; 2025Q3: 347,663 shares; 2025Q4: 362,662 shares; 2026Q1: 388,086 shares; 2026Q2: 120,403 shares 120,403 $2.66M 0.36% -267,683 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,746 shares; 2024Q4: 17,779 shares; 2025Q1: 318,926 shares; 2025Q2: 319,188 shares; 2025Q3: 325,254 shares; 2025Q4: 338,855 shares; 2026Q1: 360,859 shares; 2026Q2: 106,081 shares 106,081 $2.49M 0.33% -254,778 Timeline IBDW 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: 414,122 shares; 2025Q2: 405,181 shares; 2025Q3: 412,716 shares; 2025Q4: 426,879 shares; 2026Q1: 460,273 shares; 2026Q2: 118,177 shares 118,177 $2.46M 0.33% -342,096 Timeline SPHB 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: 45,863 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,012 shares; 2026Q2: 15,774 shares 15,774 $2.45M 0.33% -238 Timeline IBHI 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: 9,849 shares; 2025Q1: 305,633 shares; 2025Q2: 306,234 shares; 2025Q3: 314,048 shares; 2025Q4: 328,813 shares; 2026Q1: 351,976 shares; 2026Q2: 99,393 shares 99,393 $2.32M 0.31% -252,583 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,833 shares; 2024Q4: 21,681 shares; 2025Q1: 25,338 shares; 2025Q2: 27,092 shares; 2025Q3: 47,048 shares; 2025Q4: 48,173 shares; 2026Q1: 50,390 shares; 2026Q2: 52,664 shares 52,664 $2.27M 0.31% +2,274 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: 13,792 shares; 2024Q4: 14,236 shares; 2025Q1: 14,803 shares; 2025Q2: 14,503 shares; 2025Q3: 14,933 shares; 2025Q4: 14,123 shares; 2026Q1: 14,598 shares; 2026Q2: 24,689 shares 24,689 $2.24M 0.3% +10,091 Timeline DOCT 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: 45,690 shares; 2024Q4: 54,021 shares; 2025Q1: 52,363 shares; 2025Q2: 49,751 shares; 2025Q3: 50,195 shares; 2025Q4: 50,326 shares; 2026Q1: 53,354 shares; 2026Q2: 46,400 shares 46,400 $2.17M 0.29% -6,954 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 426,962 shares; 2024Q4: 424,270 shares; 2025Q1: 121,652 shares; 2025Q2: 100,262 shares; 2025Q3: 107,836 shares; 2025Q4: 102,869 shares; 2026Q1: 96,274 shares; 2026Q2: 91,649 shares 91,649 $2.08M 0.28% -4,625 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: 4,102 shares; 2024Q4: 4,116 shares; 2025Q1: 4,094 shares; 2025Q2: 4,122 shares; 2025Q3: 4,041 shares; 2025Q4: 4,031 shares; 2026Q1: 4,075 shares; 2026Q2: 4,058 shares 4,058 $2.07M 0.28% -17 Timeline DAPR 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: 49,844 shares; 2024Q4: 58,210 shares; 2025Q1: 56,184 shares; 2025Q2: 52,884 shares; 2025Q3: 51,942 shares; 2025Q4: 52,859 shares; 2026Q1: 56,386 shares; 2026Q2: 49,902 shares 49,902 $2.04M 0.27% -6,484 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: 2,078 shares; 2024Q4: 2,497 shares; 2025Q1: 2,912 shares; 2025Q2: 3,060 shares; 2025Q3: 3,131 shares; 2025Q4: 3,061 shares; 2026Q1: 3,316 shares; 2026Q2: 4,352 shares 4,352 $2.03M 0.27% +1,036 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385,024 shares; 2024Q4: 395,452 shares; 2025Q1: 51,784 shares; 2025Q2: 58,760 shares; 2025Q3: 73,765 shares; 2025Q4: 85,229 shares; 2026Q1: 85,071 shares; 2026Q2: 83,391 shares 83,391 $2.02M 0.27% -1,680 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,235 shares; 2024Q4: 8,588 shares; 2025Q1: 8,345 shares; 2025Q2: 5,993 shares; 2025Q3: 37,248 shares; 2025Q4: 39,529 shares; 2026Q1: 40,787 shares; 2026Q2: 42,066 shares 42,066 $1.93M 0.26% +1,279 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,642 shares; 2025Q3: 57,642 shares; 2025Q4: 57,642 shares; 2026Q1: 57,642 shares; 2026Q2: 57,642 shares 57,642 $1.9M 0.26% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,679 shares; 2025Q3: 2,155 shares; 2025Q4: 2,299 shares; 2026Q1: 3,046 shares; 2026Q2: 3,142 shares 3,142 $1.83M 0.25% +96 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: 5,386 shares; 2024Q4: 5,808 shares; 2025Q1: 6,227 shares; 2025Q2: 6,402 shares; 2025Q3: 6,640 shares; 2025Q4: 6,600 shares; 2026Q1: 6,710 shares; 2026Q2: 7,228 shares 7,228 $1.82M 0.24% +518 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: 317 shares; 2025Q1: 399 shares; 2025Q2: 453 shares; 2025Q3: 730 shares; 2025Q4: 626 shares; 2026Q1: 863 shares; 2026Q2: 833 shares 833 $1.66M 0.22% -30 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,753 shares; 2024Q4: 3,453 shares; 2025Q1: 3,350 shares; 2025Q2: 3,171 shares; 2025Q3: 3,378 shares; 2025Q4: 3,774 shares; 2026Q1: 4,233 shares; 2026Q2: 4,635 shares 4,635 $1.64M 0.22% +402 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: 963 shares; 2024Q4: 972 shares; 2025Q1: 969 shares; 2025Q2: 984 shares; 2025Q3: 1,053 shares; 2025Q4: 1,089 shares; 2026Q1: 1,307 shares; 2026Q2: 1,468 shares 1,468 $1.56M 0.21% +161 Timeline DMAY 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: 32,294 shares 32,294 $1.52M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,931 shares; 2026Q2: 3,051 shares 3,051 $1.46M 0.2% +120 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: 831 shares; 2024Q4: 962 shares; 2025Q1: 908 shares; 2025Q2: 901 shares; 2025Q3: 889 shares; 2025Q4: 1,037 shares; 2026Q1: 1,049 shares; 2026Q2: 1,214 shares 1,214 $1.46M 0.2% +165 Timeline GSLC 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: 10,654 shares; 2024Q4: 10,668 shares; 2025Q1: 10,399 shares; 2025Q2: 10,423 shares; 2025Q3: 10,265 shares; 2025Q4: 10,268 shares; 2026Q1: 10,228 shares; 2026Q2: 10,072 shares 10,072 $1.43M 0.19% -156 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,209 shares; 2024Q4: 81,457 shares; 2025Q1: 82,462 shares; 2025Q2: 84,356 shares; 2025Q3: 85,379 shares; 2025Q4: 86,392 shares; 2026Q1: 87,355 shares; 2026Q2: 89,160 shares 89,160 $1.42M 0.19% +1,805 Timeline DDEC 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: 28,772 shares; 2026Q1: 28,772 shares; 2026Q2: 28,772 shares 28,772 $1.36M 0.18% 0 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: 3,605 shares; 2024Q4: 4,008 shares; 2025Q1: 4,937 shares; 2025Q2: 4,918 shares; 2025Q3: 5,084 shares; 2025Q4: 4,980 shares; 2026Q1: 4,817 shares; 2026Q2: 5,351 shares 5,351 $1.36M 0.18% +534 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: 1,326 shares; 2024Q4: 1,367 shares; 2025Q1: 1,373 shares; 2025Q2: 1,490 shares; 2025Q3: 1,582 shares; 2025Q4: 1,607 shares; 2026Q1: 1,786 shares; 2026Q2: 1,774 shares 1,774 $1.35M 0.18% -12 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,828 shares; 2024Q4: 14,890 shares; 2025Q1: 15,005 shares; 2025Q2: 14,859 shares; 2025Q3: 14,386 shares; 2025Q4: 11,198 shares; 2026Q1: 10,807 shares; 2026Q2: 10,868 shares 10,868 $1.32M 0.18% +61 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: 2,359 shares; 2024Q4: 2,753 shares; 2025Q1: 2,770 shares; 2025Q2: 2,936 shares; 2025Q3: 3,014 shares; 2025Q4: 3,420 shares; 2026Q1: 3,643 shares; 2026Q2: 5,180 shares 5,180 $1.31M 0.18% +1,537 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: 10,887 shares; 2024Q4: 11,141 shares; 2025Q1: 11,318 shares; 2025Q2: 11,800 shares; 2025Q3: 13,300 shares; 2025Q4: 14,913 shares; 2026Q1: 15,410 shares; 2026Q2: 15,673 shares 15,673 $1.27M 0.17% +263 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: 1,210 shares; 2024Q4: 1,399 shares; 2025Q1: 2,015 shares; 2025Q2: 1,905 shares; 2025Q3: 1,969 shares; 2025Q4: 2,225 shares; 2026Q1: 2,283 shares; 2026Q2: 2,503 shares 2,503 $1.25M 0.17% +220 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: 14,642 shares; 2024Q4: 35,063 shares; 2025Q1: 34,514 shares; 2025Q2: 38,642 shares; 2025Q3: 38,413 shares; 2025Q4: 38,927 shares; 2026Q1: 42,617 shares; 2026Q2: 51,813 shares 51,813 $1.25M 0.17% +9,196 Timeline FDL 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: 26,517 shares; 2024Q4: 26,628 shares; 2025Q1: 26,467 shares; 2025Q2: 25,753 shares; 2025Q3: 25,735 shares; 2025Q4: 25,735 shares; 2026Q1: 25,735 shares; 2026Q2: 25,590 shares 25,590 $1.25M 0.17% -145 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: 3,233 shares; 2024Q4: 3,821 shares; 2025Q1: 4,424 shares; 2025Q2: 4,559 shares; 2025Q3: 5,836 shares; 2025Q4: 6,087 shares; 2026Q1: 7,080 shares; 2026Q2: 7,422 shares 7,422 $1.23M 0.17% +342 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: 17,467 shares; 2024Q4: 17,740 shares; 2025Q1: 19,506 shares; 2025Q2: 19,057 shares; 2025Q3: 25,005 shares; 2025Q4: 24,802 shares; 2026Q1: 24,628 shares; 2026Q2: 25,364 shares 25,364 $1.22M 0.16% +736 Timeline ICOW 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: 166,330 shares; 2024Q4: 187,655 shares; 2025Q1: 195,858 shares; 2025Q2: 209,650 shares; 2025Q3: 239,562 shares; 2025Q4: 252,238 shares; 2026Q1: 270,129 shares; 2026Q2: 28,133 shares 28,133 $1.17M 0.16% -241,996 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: 25,905 shares; 2024Q4: 26,607 shares; 2025Q1: 26,001 shares; 2025Q2: 26,148 shares; 2025Q3: 26,893 shares; 2025Q4: 26,991 shares; 2026Q1: 28,432 shares; 2026Q2: 24,378 shares 24,378 $1.16M 0.16% -4,054 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,594 shares; 2024Q4: 17,607 shares; 2025Q1: 17,156 shares; 2025Q2: 16,819 shares; 2025Q3: 15,260 shares; 2025Q4: 15,974 shares; 2026Q1: 15,200 shares; 2026Q2: 15,035 shares 15,035 $1.14M 0.15% -165 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,138 shares; 2024Q4: 28,138 shares; 2025Q1: 27,813 shares; 2025Q2: 25,988 shares; 2025Q3: 24,668 shares; 2025Q4: 24,641 shares; 2026Q1: 24,641 shares; 2026Q2: 18,669 shares 18,669 $1.13M 0.15% -5,972 Timeline RFG 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: 23,099 shares; 2024Q4: 22,816 shares; 2025Q1: 22,571 shares; 2025Q2: 19,462 shares; 2025Q3: 17,667 shares; 2025Q4: 17,337 shares; 2026Q1: 17,337 shares; 2026Q2: 17,132 shares 17,132 $1.11M 0.15% -205 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: 4,968 shares; 2024Q4: 2,692 shares; 2025Q1: 2,710 shares; 2025Q2: 2,735 shares; 2025Q3: 2,847 shares; 2025Q4: 2,925 shares; 2026Q1: 3,148 shares; 2026Q2: 2,992 shares 2,992 $1.1M 0.15% -156 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,123 shares; 2024Q4: 1,152 shares; 2025Q1: 1,193 shares; 2025Q2: 1,212 shares; 2025Q3: 1,262 shares; 2025Q4: 1,491 shares; 2026Q1: 1,456 shares; 2026Q2: 1,516 shares 1,516 $1.09M 0.15% +60 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: 6,133 shares; 2024Q4: 6,484 shares; 2025Q1: 5,963 shares; 2025Q2: 6,054 shares; 2025Q3: 6,452 shares; 2025Q4: 7,514 shares; 2026Q1: 7,533 shares; 2026Q2: 8,315 shares 8,315 $1.07M 0.14% +782 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: 1,025 shares; 2024Q4: 1,034 shares; 2025Q1: 1,253 shares; 2025Q2: 1,127 shares; 2025Q3: 1,182 shares; 2025Q4: 1,303 shares; 2026Q1: 2,770 shares; 2026Q2: 2,766 shares 2,766 $1.02M 0.14% -4 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,811 shares; 2024Q4: 4,915 shares; 2025Q1: 4,915 shares; 2025Q2: 4,915 shares; 2025Q3: 4,915 shares; 2025Q4: 25,472 shares; 2026Q1: 22,523 shares; 2026Q2: 19,573 shares 19,573 $1.01M 0.14% -2,950 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,388 shares; 2025Q2: 74,603 shares; 2025Q3: 87,554 shares; 2025Q4: 95,165 shares; 2026Q1: 106,231 shares; 2026Q2: 10,464 shares 10,464 $983K 0.13% -95,767 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: not reported; 2024Q4: 1,061 shares; 2025Q1: 918 shares; 2025Q2: 1,354 shares; 2025Q3: 1,431 shares; 2025Q4: 1,615 shares; 2026Q1: 1,733 shares; 2026Q2: 2,221 shares 2,221 $934K 0.13% +488 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: 6,308 shares; 2024Q4: 6,393 shares; 2025Q1: 7,608 shares; 2025Q2: 6,893 shares; 2025Q3: 6,613 shares; 2025Q4: 6,615 shares; 2026Q1: 6,630 shares; 2026Q2: 6,250 shares 6,250 $927K 0.12% -380 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: 1,729 shares; 2024Q4: 1,839 shares; 2025Q1: 1,826 shares; 2025Q2: 1,830 shares; 2025Q3: 2,028 shares; 2025Q4: 2,122 shares; 2026Q1: 2,338 shares; 2026Q2: 2,496 shares 2,496 $880K 0.12% +158 Timeline PEBO PEOPLES BANCORP INC More: the full row for PEOPLES BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,854 shares; 2024Q4: 23,339 shares; 2025Q1: 25,430 shares; 2025Q2: 28,796 shares; 2025Q3: 28,526 shares; 2025Q4: 28,728 shares; 2026Q1: 23,155 shares; 2026Q2: 22,472 shares 22,472 $863K 0.12% -683 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: 655 shares; 2024Q4: 1,564 shares; 2025Q1: 1,692 shares; 2025Q2: 1,738 shares; 2025Q3: 1,792 shares; 2025Q4: 2,269 shares; 2026Q1: 2,447 shares; 2026Q2: 2,513 shares 2,513 $857K 0.12% +66 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: 1,814 shares; 2024Q4: 2,016 shares; 2025Q1: 2,598 shares; 2025Q2: 2,617 shares; 2025Q3: 2,663 shares; 2025Q4: 2,735 shares; 2026Q1: 2,869 shares; 2026Q2: 2,946 shares 2,946 $829K 0.11% +77 Timeline SLYV 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: 8,803 shares; 2024Q4: 8,803 shares; 2025Q1: 8,803 shares; 2025Q2: 8,542 shares; 2025Q3: 7,702 shares; 2025Q4: 8,262 shares; 2026Q1: 7,702 shares; 2026Q2: 7,562 shares 7,562 $825K 0.11% -140 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: 33,099 shares; 2024Q4: 32,448 shares; 2025Q1: 34,920 shares; 2025Q2: 33,787 shares; 2025Q3: 37,821 shares; 2025Q4: 37,772 shares; 2026Q1: 39,582 shares; 2026Q2: 37,983 shares 37,983 $786K 0.11% -1,599 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,716 shares; 2026Q2: 11,491 shares 11,491 $786K 0.11% -49,225 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: 13,186 shares; 2025Q4: 12,874 shares; 2026Q1: 13,020 shares; 2026Q2: 13,740 shares 13,740 $776K 0.1% +720 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: not reported; 2026Q1: 1,589 shares; 2026Q2: 1,782 shares 1,782 $772K 0.1% +193 Timeline SPSB 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: 20,637 shares; 2025Q4: 21,593 shares; 2026Q1: 24,169 shares; 2026Q2: 25,638 shares 25,638 $769K 0.1% +1,469 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: 130,599 shares; 2024Q4: 141,167 shares; 2025Q1: 151,829 shares; 2025Q2: 15,324 shares; 2025Q3: 13,967 shares; 2025Q4: 13,228 shares; 2026Q1: 13,180 shares; 2026Q2: 12,214 shares 12,214 $760K 0.1% -966 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,166 shares; 2026Q2: 1,181 shares 1,181 $754K 0.1% +15 Timeline MDYV 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: 11,849 shares; 2024Q4: 11,703 shares; 2025Q1: 11,677 shares; 2025Q2: 11,677 shares; 2025Q3: 10,667 shares; 2025Q4: 10,667 shares; 2026Q1: 10,667 shares; 2026Q2: 7,749 shares 7,749 $735K 0.1% -2,918 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: not reported; 2025Q1: 4,489 shares; 2025Q2: 4,467 shares; 2025Q3: 4,295 shares; 2025Q4: 4,190 shares; 2026Q1: 4,803 shares; 2026Q2: 6,233 shares 6,233 $727K 0.1% +1,430 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,767 shares; 2026Q2: 2,820 shares 2,820 $720K 0.1% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares; 2025Q3: 1,168 shares; 2025Q4: 883 shares; 2026Q1: 1,035 shares; 2026Q2: 991 shares 991 $717K 0.1% -44 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: 194 shares; 2025Q4: 200 shares; 2026Q1: 227 shares; 2026Q2: 2,367 shares 2,367 $714K 0.1% +2,140 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,577 shares; 2024Q4: 16,013 shares; 2025Q1: 14,134 shares; 2025Q2: 13,824 shares; 2025Q3: 12,721 shares; 2025Q4: 12,721 shares; 2026Q1: 16,142 shares; 2026Q2: 16,142 shares 16,142 $711K 0.1% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,038 shares; 2024Q4: 1,123 shares; 2025Q1: 1,136 shares; 2025Q2: 1,192 shares; 2025Q3: 1,188 shares; 2025Q4: 1,313 shares; 2026Q1: 1,299 shares; 2026Q2: 1,369 shares 1,369 $703K 0.09% +70 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: 1,694 shares; 2024Q4: 1,859 shares; 2025Q1: 1,975 shares; 2025Q2: 1,993 shares; 2025Q3: 2,001 shares; 2025Q4: 1,946 shares; 2026Q1: 1,976 shares; 2026Q2: 1,922 shares 1,922 $696K 0.09% -54 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 3,903 shares; 2026Q1: 5,728 shares; 2026Q2: 7,004 shares 7,004 $695K 0.09% +1,276 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: 31,173 shares; 2024Q4: 28,620 shares; 2025Q1: 33,668 shares; 2025Q2: 3,129 shares; 2025Q3: 2,151 shares; 2025Q4: 2,204 shares; 2026Q1: 2,204 shares; 2026Q2: 2,299 shares 2,299 $691K 0.09% +95 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,720 shares; 2024Q4: 6,737 shares; 2025Q1: 5,996 shares; 2025Q2: 5,976 shares; 2025Q3: 5,780 shares; 2025Q4: 5,780 shares; 2026Q1: 5,745 shares; 2026Q2: 5,732 shares 5,732 $682K 0.09% -13 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: 1,027 shares; 2024Q4: 1,142 shares; 2025Q1: 1,175 shares; 2025Q2: 1,168 shares; 2025Q3: 1,166 shares; 2025Q4: 1,454 shares; 2026Q1: 1,536 shares; 2026Q2: 1,578 shares 1,578 $672K 0.09% +42 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: 2,581 shares; 2024Q4: 9,616 shares; 2025Q1: 9,778 shares; 2025Q2: 22,645 shares; 2025Q3: 20,607 shares; 2025Q4: 20,463 shares; 2026Q1: 20,837 shares; 2026Q2: 20,910 shares 20,910 $663K 0.09% +73 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: not reported; 2024Q4: not reported; 2025Q1: 436 shares; 2025Q2: 413 shares; 2025Q3: 444 shares; 2025Q4: 458 shares; 2026Q1: 593 shares; 2026Q2: 651 shares 651 $658K 0.09% +58 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,850 shares; 2024Q4: 1,957 shares; 2025Q1: 2,732 shares; 2025Q2: 2,825 shares; 2025Q3: 2,840 shares; 2025Q4: 2,799 shares; 2026Q1: 3,192 shares; 2026Q2: 3,602 shares 3,602 $652K 0.09% +410 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: not reported; 2025Q2: 1,713 shares; 2025Q3: 1,668 shares; 2025Q4: 1,676 shares; 2026Q1: 1,758 shares; 2026Q2: 1,753 shares 1,753 $650K 0.09% -5 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: 4,585 shares; 2024Q4: 4,933 shares; 2025Q1: 4,769 shares; 2025Q2: 7,724 shares; 2025Q3: 7,081 shares; 2025Q4: 6,738 shares; 2026Q1: 6,738 shares; 2026Q2: 6,023 shares 6,023 $626K 0.08% -715 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: 1,992 shares; 2024Q4: 2,408 shares; 2025Q1: 2,466 shares; 2025Q2: 2,505 shares; 2025Q3: 2,818 shares; 2025Q4: 2,773 shares; 2026Q1: 2,839 shares; 2026Q2: 2,830 shares 2,830 $624K 0.08% -9 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,447 shares; 2024Q4: 4,449 shares; 2025Q1: 4,451 shares; 2025Q2: 4,453 shares; 2025Q3: 4,454 shares; 2025Q4: 4,456 shares; 2026Q1: 4,459 shares; 2026Q2: 4,460 shares 4,460 $569K 0.08% +1 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: 2,579 shares; 2024Q4: not reported; 2025Q1: 2,396 shares; 2025Q2: 2,627 shares; 2025Q3: 4,727 shares; 2025Q4: 9,453 shares; 2026Q1: 9,679 shares; 2026Q2: 11,068 shares 11,068 $538K 0.07% +1,389 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: 545 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 545 shares; 2025Q3: 545 shares; 2025Q4: 546 shares; 2026Q1: 553 shares; 2026Q2: 4,430 shares 4,430 $529K 0.07% +3,877 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: 795 shares; 2024Q4: 1,004 shares; 2025Q1: 996 shares; 2025Q2: 1,007 shares; 2025Q3: 1,289 shares; 2025Q4: 1,163 shares; 2026Q1: 921 shares; 2026Q2: 1,263 shares 1,263 $525K 0.07% +342 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: 2,286 shares; 2024Q4: 2,420 shares; 2025Q1: 2,631 shares; 2025Q2: 2,662 shares; 2025Q3: 2,558 shares; 2025Q4: 2,619 shares; 2026Q1: 3,140 shares; 2026Q2: 3,507 shares 3,507 $514K 0.07% +367 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: 15,956 shares; 2024Q4: 15,956 shares; 2025Q1: 14,594 shares; 2025Q2: 14,252 shares; 2025Q3: 14,119 shares; 2025Q4: 14,523 shares; 2026Q1: 14,822 shares; 2026Q2: 9,949 shares 9,949 $507K 0.07% -4,873 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,980 shares; 2024Q4: 9,754 shares; 2025Q1: 8,631 shares; 2025Q2: 8,443 shares; 2025Q3: 11,332 shares; 2025Q4: 11,294 shares; 2026Q1: 11,238 shares; 2026Q2: 11,568 shares 11,568 $491K 0.07% +330 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: 3,810 shares; 2024Q4: 4,087 shares; 2025Q1: 4,271 shares; 2025Q2: 4,058 shares; 2025Q3: 4,098 shares; 2025Q4: 3,847 shares; 2026Q1: 3,737 shares; 2026Q2: 3,612 shares 3,612 $489K 0.07% -125 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: 6,005 shares; 2024Q4: 6,909 shares; 2025Q1: 7,072 shares; 2025Q2: 6,999 shares; 2025Q3: 8,276 shares; 2025Q4: 8,469 shares; 2026Q1: 8,570 shares; 2026Q2: 8,424 shares 8,424 $485K 0.07% -146 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,872 shares; 2024Q4: 15,951 shares; 2025Q1: 14,636 shares; 2025Q2: 13,873 shares; 2025Q3: 13,740 shares; 2025Q4: 14,084 shares; 2026Q1: 14,471 shares; 2026Q2: 9,581 shares 9,581 $485K 0.07% -4,890 Timeline DAUG 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: 34,997 shares; 2024Q4: 32,739 shares; 2025Q1: 31,267 shares; 2025Q2: 11,974 shares; 2025Q3: 11,296 shares; 2025Q4: 11,264 shares; 2026Q1: 10,948 shares; 2026Q2: 10,339 shares 10,339 $484K 0.07% -609 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: 2,605 shares; 2024Q4: 2,547 shares; 2025Q1: 2,627 shares; 2025Q2: 1,323 shares; 2025Q3: 1,327 shares; 2025Q4: 2,654 shares; 2026Q1: 2,692 shares; 2026Q2: 2,509 shares 2,509 $478K 0.06% -183 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,620 shares; 2024Q4: 133,406 shares; 2025Q1: 11,464 shares; 2025Q2: 11,620 shares; 2025Q3: 10,274 shares; 2025Q4: 9,956 shares; 2026Q1: 9,509 shares; 2026Q2: 9,401 shares 9,401 $476K 0.06% -108 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: 703 shares; 2024Q4: 715 shares; 2025Q1: 895 shares; 2025Q2: 758 shares; 2025Q3: 700 shares; 2025Q4: 699 shares; 2026Q1: 684 shares; 2026Q2: 674 shares 674 $474K 0.06% -10 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,180 shares; 2024Q4: 5,180 shares; 2025Q1: 5,180 shares; 2025Q2: 5,180 shares; 2025Q3: 5,180 shares; 2025Q4: 5,180 shares; 2026Q1: 5,180 shares; 2026Q2: 3,960 shares 3,960 $472K 0.06% -1,220 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,819 shares; 2025Q3: 10,773 shares; 2025Q4: 10,886 shares; 2026Q1: 10,997 shares; 2026Q2: 11,354 shares 11,354 $462K 0.06% +357 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,816 shares; 2024Q4: 5,811 shares; 2025Q1: 5,786 shares; 2025Q2: 5,410 shares; 2025Q3: 5,410 shares; 2025Q4: 5,335 shares; 2026Q1: 5,335 shares; 2026Q2: 5,335 shares 5,335 $455K 0.06% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 466 shares; 2025Q4: 473 shares; 2026Q1: 518 shares; 2026Q2: 568 shares 568 $451K 0.06% +50 Timeline RZG 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: 6,492 shares; 2024Q4: 6,492 shares; 2025Q1: 6,492 shares; 2025Q2: 6,192 shares; 2025Q3: 6,192 shares; 2025Q4: 6,192 shares; 2026Q1: 6,192 shares; 2026Q2: 6,192 shares 6,192 $450K 0.06% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,351 shares; 2024Q4: 11,388 shares; 2025Q1: 9,617 shares; 2025Q2: 10,636 shares; 2025Q3: 10,707 shares; 2025Q4: 11,648 shares; 2026Q1: 10,938 shares; 2026Q2: 10,601 shares 10,601 $449K 0.06% -337 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD 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: 6,260 shares; 2025Q3: 4,298 shares; 2025Q4: 4,324 shares; 2026Q1: 4,309 shares; 2026Q2: 4,441 shares 4,441 $445K 0.06% +132 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: 1,529 shares; 2024Q4: 1,812 shares; 2025Q1: 1,688 shares; 2025Q2: 1,615 shares; 2025Q3: 1,581 shares; 2025Q4: 1,705 shares; 2026Q1: 1,587 shares; 2026Q2: 1,613 shares 1,613 $436K 0.06% +26 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,470 shares 5,470 $431K 0.06% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,411 shares; 2024Q4: 3,840 shares; 2025Q1: 3,897 shares; 2025Q2: 3,944 shares; 2025Q3: 3,926 shares; 2025Q4: 4,362 shares; 2026Q1: 4,370 shares; 2026Q2: 4,735 shares 4,735 $430K 0.06% +365 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,555 shares; 2024Q4: 5,479 shares; 2025Q1: 5,476 shares; 2025Q2: 4,980 shares; 2025Q3: 4,845 shares; 2025Q4: 4,800 shares; 2026Q1: 4,805 shares; 2026Q2: 4,801 shares 4,801 $430K 0.06% -4 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: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,859 shares; 2025Q3: 1,975 shares; 2025Q4: 1,998 shares; 2026Q1: 2,135 shares; 2026Q2: 2,262 shares 2,262 $429K 0.06% +127 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,930 shares; 2026Q2: 8,190 shares 8,190 $429K 0.06% +1,260 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,811 shares; 2025Q3: 6,614 shares; 2025Q4: 5,799 shares; 2026Q1: 5,800 shares; 2026Q2: 4,710 shares 4,710 $424K 0.06% -1,090 Timeline LGLV 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: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,311 shares; 2025Q4: 2,311 shares; 2026Q1: 2,311 shares; 2026Q2: 2,311 shares 2,311 $419K 0.06% 0 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG 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: 3,124 shares; 2026Q2: 3,146 shares 3,146 $417K 0.06% +22 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,074 shares; 2024Q4: 18,074 shares; 2025Q1: 18,074 shares; 2025Q2: 18,074 shares; 2025Q3: 16,674 shares; 2025Q4: 15,043 shares; 2026Q1: 15,043 shares; 2026Q2: 15,043 shares 15,043 $415K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,412 shares; 2026Q1: 1,955 shares; 2026Q2: 1,975 shares 1,975 $413K 0.06% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 353 shares; 2025Q3: 441 shares; 2025Q4: 466 shares; 2026Q1: 552 shares; 2026Q2: 601 shares 601 $413K 0.06% +49 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,454 shares; 2024Q4: 2,455 shares; 2025Q1: 2,455 shares; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 2,457 shares; 2026Q1: 2,457 shares; 2026Q2: 2,458 shares 2,458 $410K 0.06% +1 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: 919 shares; 2024Q4: 944 shares; 2025Q1: 1,005 shares; 2025Q2: 1,090 shares; 2025Q3: 1,099 shares; 2025Q4: 1,110 shares; 2026Q1: 1,133 shares; 2026Q2: 1,289 shares 1,289 $404K 0.05% +156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 814 shares; 2025Q3: 920 shares; 2025Q4: 908 shares; 2026Q1: 974 shares; 2026Q2: 1,059 shares 1,059 $396K 0.05% +85 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS 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: 15,576 shares; 2026Q2: 14,470 shares 14,470 $394K 0.05% -1,106 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: 1,190 shares; 2024Q4: 1,393 shares; 2025Q1: 1,414 shares; 2025Q2: 1,382 shares; 2025Q3: 1,352 shares; 2025Q4: 1,291 shares; 2026Q1: 1,392 shares; 2026Q2: 1,446 shares 1,446 $393K 0.05% +54 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,470 shares; 2024Q4: 10,343 shares; 2025Q1: 10,344 shares; 2025Q2: 10,364 shares; 2025Q3: 10,076 shares; 2025Q4: 9,987 shares; 2026Q1: 10,329 shares; 2026Q2: 10,065 shares 10,065 $393K 0.05% -264 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: 2,645 shares; 2024Q4: 2,536 shares; 2025Q1: 2,536 shares; 2025Q2: 2,536 shares; 2025Q3: 2,528 shares; 2025Q4: 2,521 shares; 2026Q1: 2,515 shares; 2026Q2: 2,508 shares 2,508 $392K 0.05% -7 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: 28,824 shares; 2024Q4: 32,328 shares; 2025Q1: 35,747 shares; 2025Q2: 1,898 shares; 2025Q3: 1,904 shares; 2025Q4: 1,806 shares; 2026Q1: 1,783 shares; 2026Q2: 1,774 shares 1,774 $389K 0.05% -9 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,866 shares; 2025Q3: 2,892 shares; 2025Q4: 2,915 shares; 2026Q1: 3,494 shares; 2026Q2: 4,036 shares 4,036 $389K 0.05% +542 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: 2,417 shares; 2024Q4: 2,342 shares; 2025Q1: 1,549 shares; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,453 shares; 2026Q1: 1,745 shares; 2026Q2: 1,467 shares 1,467 $382K 0.05% -278 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: 320 shares; 2024Q4: 321 shares; 2025Q1: 326 shares; 2025Q2: 334 shares; 2025Q3: 332 shares; 2025Q4: 335 shares; 2026Q1: 335 shares; 2026Q2: 335 shares 335 $379K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,313 shares; 2025Q4: 1,324 shares; 2026Q1: 1,572 shares; 2026Q2: 1,578 shares 1,578 $375K 0.05% +6 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,672 shares; 2025Q4: 1,672 shares; 2026Q1: 1,669 shares; 2026Q2: 1,465 shares 1,465 $375K 0.05% -204 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: 1,310 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,463 shares; 2025Q3: 1,525 shares; 2025Q4: 1,450 shares; 2026Q1: 1,550 shares; 2026Q2: 1,583 shares 1,583 $374K 0.05% +33 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 9,268 shares; 2026Q2: 9,498 shares 9,498 $373K 0.05% +230 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP 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: 4,047 shares; 2026Q2: 4,107 shares 4,107 $367K 0.05% +60 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: 5,225 shares; 2024Q4: 4,210 shares; 2025Q1: 4,217 shares; 2025Q2: not reported; 2025Q3: 3,442 shares; 2025Q4: 3,437 shares; 2026Q1: 3,418 shares; 2026Q2: 5,311 shares 5,311 $363K 0.05% +1,893 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,673 shares 8,673 $361K 0.05% new 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: not reported; 2024Q4: 216 shares; 2025Q1: not reported; 2025Q2: 277 shares; 2025Q3: 249 shares; 2025Q4: 1,413 shares; 2026Q1: 2,310 shares; 2026Q2: 3,577 shares 3,577 $355K 0.05% +1,267 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,379 shares; 2024Q4: 2,910 shares; 2025Q1: 2,789 shares; 2025Q2: 2,398 shares; 2025Q3: 3,223 shares; 2025Q4: 2,867 shares; 2026Q1: 3,125 shares; 2026Q2: 3,474 shares 3,474 $355K 0.05% +349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 5,074 shares; 2026Q2: 6,198 shares 6,198 $353K 0.05% +1,124 Timeline SDOG 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: 5,170 shares; 2024Q4: 5,170 shares; 2025Q1: 5,170 shares; 2025Q2: 5,170 shares; 2025Q3: 5,170 shares; 2025Q4: 5,170 shares; 2026Q1: 5,170 shares; 2026Q2: 5,170 shares 5,170 $353K 0.05% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 284 shares; 2026Q2: 298 shares 298 $350K 0.05% +14 Timeline XMLV 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: 6,839 shares; 2024Q4: 6,839 shares; 2025Q1: 6,585 shares; 2025Q2: 6,525 shares; 2025Q3: 5,895 shares; 2025Q4: 5,669 shares; 2026Q1: 5,192 shares; 2026Q2: 5,192 shares 5,192 $344K 0.05% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,219 shares; 2024Q4: 2,282 shares; 2025Q1: 2,100 shares; 2025Q2: 2,065 shares; 2025Q3: 1,876 shares; 2025Q4: 1,808 shares; 2026Q1: 1,980 shares; 2026Q2: 1,589 shares 1,589 $337K 0.05% -391 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 662 shares; 2025Q4: 700 shares; 2026Q1: 833 shares; 2026Q2: 986 shares 986 $334K 0.04% +153 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,762 shares; 2024Q4: 8,558 shares; 2025Q1: not reported; 2025Q2: 77,116 shares; 2025Q3: 82,517 shares; 2025Q4: 82,199 shares; 2026Q1: 4,442 shares; 2026Q2: 3,824 shares 3,824 $330K 0.04% -618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,932 shares; 2026Q1: 3,225 shares; 2026Q2: 3,728 shares 3,728 $327K 0.04% +503 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: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,940 shares; 2025Q3: 1,989 shares; 2025Q4: 1,989 shares; 2026Q1: 1,989 shares; 2026Q2: 1,989 shares 1,989 $327K 0.04% 0 Timeline SJNK 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: 10,387 shares; 2025Q4: 10,890 shares; 2026Q1: 12,196 shares; 2026Q2: 12,953 shares 12,953 $324K 0.04% +757 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,805 shares; 2026Q2: 2,865 shares 2,865 $323K 0.04% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,750 shares; 2026Q1: 2,206 shares; 2026Q2: 2,277 shares 2,277 $319K 0.04% +71 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,655 shares; 2026Q2: 12,834 shares 12,834 $319K 0.04% +2,179 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: 2,186 shares; 2024Q4: 2,453 shares; 2025Q1: 2,304 shares; 2025Q2: 2,331 shares; 2025Q3: 2,315 shares; 2025Q4: 2,310 shares; 2026Q1: 1,755 shares; 2026Q2: 1,962 shares 1,962 $318K 0.04% +207 Timeline SHBI SHORE BANCSHARES INC More: the full row for SHORE BANCSHARES 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: 13,595 shares; 2026Q2: 13,834 shares 13,834 $317K 0.04% +239 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: 1,985 shares; 2024Q4: 2,014 shares; 2025Q1: 1,327 shares; 2025Q2: 1,354 shares; 2025Q3: 1,108 shares; 2025Q4: 1,125 shares; 2026Q1: 1,171 shares; 2026Q2: 1,000 shares 1,000 $317K 0.04% -171 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: 3,563 shares; 2026Q2: 3,671 shares 3,671 $314K 0.04% +108 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251 shares; 2024Q4: 1,266 shares; 2025Q1: 1,272 shares; 2025Q2: 1,315 shares; 2025Q3: 1,281 shares; 2025Q4: 1,315 shares; 2026Q1: 1,346 shares; 2026Q2: 1,397 shares 1,397 $311K 0.04% +51 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,741 shares; 2026Q1: 6,076 shares; 2026Q2: 6,099 shares 6,099 $304K 0.04% +23 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 1,132 shares 1,132 $304K 0.04% new Timeline DECM 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: 8,990 shares; 2026Q1: 8,990 shares; 2026Q2: 8,990 shares 8,990 $303K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 420 shares; 2026Q2: 425 shares 425 $303K 0.04% +5 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,148 shares; 2024Q4: 6,452 shares; 2025Q1: 8,587 shares; 2025Q2: 9,606 shares; 2025Q3: 12,505 shares; 2025Q4: 13,524 shares; 2026Q1: 1,332 shares; 2026Q2: 1,330 shares 1,330 $302K 0.04% -2 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN 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: 7,361 shares; 2026Q2: 7,870 shares 7,870 $296K 0.04% +509 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,644 shares; 2026Q1: 1,724 shares; 2026Q2: 1,727 shares 1,727 $293K 0.04% +3 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,576 shares; 2024Q4: 11,576 shares; 2025Q1: 10,626 shares; 2025Q2: 10,367 shares; 2025Q3: 10,274 shares; 2025Q4: 14,395 shares; 2026Q1: 14,740 shares; 2026Q2: 11,345 shares 11,345 $290K 0.04% -3,395 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,648 shares; 2024Q4: 11,648 shares; 2025Q1: 10,691 shares; 2025Q2: 10,251 shares; 2025Q3: 10,158 shares; 2025Q4: 14,526 shares; 2026Q1: 14,540 shares; 2026Q2: 11,408 shares 11,408 $290K 0.04% -3,132 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 10,105 shares 10,105 $289K 0.04% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES 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: 5,434 shares 5,434 $287K 0.04% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 126 shares 126 $286K 0.04% new 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: 1,315 shares; 2024Q4: 1,647 shares; 2025Q1: 1,458 shares; 2025Q2: 1,486 shares; 2025Q3: 1,475 shares; 2025Q4: 1,113 shares; 2026Q1: 1,033 shares; 2026Q2: 1,056 shares 1,056 $286K 0.04% +23 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM 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: not reported; 2026Q2: 5,199 shares 5,199 $285K 0.04% new Timeline UCTT ULTRA CLEAN HLDGS INC More: the full row for ULTRA CLEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,986 shares 1,986 $283K 0.04% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL 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: 25,202 shares 25,202 $280K 0.04% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,785 shares; 2024Q4: 5,785 shares; 2025Q1: 5,785 shares; 2025Q2: 5,785 shares; 2025Q3: 5,785 shares; 2025Q4: 5,785 shares; 2026Q1: 5,785 shares; 2026Q2: 5,785 shares 5,785 $279K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 609 shares; 2025Q2: 560 shares; 2025Q3: 560 shares; 2025Q4: 560 shares; 2026Q1: 532 shares; 2026Q2: 532 shares 532 $278K 0.04% 0 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: 1,867 shares; 2025Q1: 1,979 shares; 2025Q2: 2,090 shares; 2025Q3: 1,939 shares; 2025Q4: 1,553 shares; 2026Q1: 1,656 shares; 2026Q2: 1,627 shares 1,627 $275K 0.04% -29 Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR 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: 45,101 shares; 2026Q2: 38,724 shares 38,724 $274K 0.04% -6,377 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP 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: 1,645 shares 1,645 $273K 0.04% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,505 shares; 2024Q4: 4,611 shares; 2025Q1: 3,785 shares; 2025Q2: 7,550 shares; 2025Q3: 6,721 shares; 2025Q4: 6,570 shares; 2026Q1: 5,914 shares; 2026Q2: 5,639 shares 5,639 $271K 0.04% -275 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,046 shares; 2024Q4: not reported; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,046 shares; 2025Q4: 3,046 shares; 2026Q1: 3,046 shares; 2026Q2: 3,046 shares 3,046 $270K 0.04% 0 Timeline IBOC INTERNATIONAL BANCSHARES COR More: the full row for INTERNATIONAL BANCSHARES COR 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: 3,647 shares; 2026Q2: 3,519 shares 3,519 $267K 0.04% -128 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares 418 $265K 0.04% new 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: 3,131 shares; 2024Q4: 3,337 shares; 2025Q1: 3,301 shares; 2025Q2: 3,305 shares; 2025Q3: 3,342 shares; 2025Q4: 1,910 shares; 2026Q1: 1,982 shares; 2026Q2: 2,087 shares 2,087 $264K 0.04% +105 Timeline BUFZ 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: 9,445 shares 9,445 $264K 0.04% new Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP 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: 5,374 shares 5,374 $262K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,407 shares 5,407 $259K 0.03% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,477 shares; 2024Q4: 6,198 shares; 2025Q1: 5,869 shares; 2025Q2: 5,176 shares; 2025Q3: 5,187 shares; 2025Q4: 5,049 shares; 2026Q1: 5,158 shares; 2026Q2: 5,426 shares 5,426 $258K 0.03% +268 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 862 shares; 2026Q2: 607 shares 607 $257K 0.03% -255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 475 shares; 2026Q2: 510 shares 510 $256K 0.03% +35 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,683 shares; 2025Q4: 4,824 shares; 2026Q1: 5,180 shares; 2026Q2: 6,074 shares 6,074 $254K 0.03% +894 Timeline ARI APOLLO COML REAL ESTATE FIN More: the full row for APOLLO COML REAL ESTATE FIN 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: 23,662 shares 23,662 $253K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: 3,284 shares; 2025Q4: 3,265 shares; 2026Q1: 3,257 shares; 2026Q2: 3,295 shares 3,295 $252K 0.03% +38 Timeline FIW 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: 2,515 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,454 shares; 2025Q4: 2,422 shares; 2026Q1: 2,358 shares; 2026Q2: 2,302 shares 2,302 $252K 0.03% -56 Timeline IBTH 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: 11,187 shares 11,187 $250K 0.03% new Timeline IBTI 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: 11,222 shares 11,222 $248K 0.03% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,125 shares; 2024Q4: 56,541 shares; 2025Q1: 60,595 shares; 2025Q2: 2,292 shares; 2025Q3: 2,217 shares; 2025Q4: 2,054 shares; 2026Q1: 1,988 shares; 2026Q2: 1,988 shares 1,988 $247K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,537 shares; 2025Q3: 1,537 shares; 2025Q4: 1,537 shares; 2026Q1: 1,511 shares; 2026Q2: 1,511 shares 1,511 $247K 0.03% 0 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: 2,607 shares; 2024Q4: 2,524 shares; 2025Q1: 2,524 shares; 2025Q2: 2,524 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares; 2026Q2: 2,561 shares 2,561 $247K 0.03% +35 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: 607 shares; 2024Q4: 692 shares; 2025Q1: 687 shares; 2025Q2: 650 shares; 2025Q3: 798 shares; 2025Q4: 808 shares; 2026Q1: 967 shares; 2026Q2: 1,201 shares 1,201 $246K 0.03% +234 Timeline MSCI MSCI INC More: the full row for MSCI 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: 385 shares; 2026Q2: 439 shares 439 $246K 0.03% +54 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: not reported; 2024Q4: not reported; 2025Q1: 2,181 shares; 2025Q2: 2,181 shares; 2025Q3: 2,210 shares; 2025Q4: not reported; 2026Q1: 2,414 shares; 2026Q2: 2,551 shares 2,551 $244K 0.03% +137 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,156 shares; 2024Q4: 3,156 shares; 2025Q1: 3,156 shares; 2025Q2: 3,156 shares; 2025Q3: 3,156 shares; 2025Q4: 3,156 shares; 2026Q1: 3,156 shares; 2026Q2: 3,156 shares 3,156 $244K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,543 shares; 2025Q3: 97,760 shares; 2025Q4: 105,824 shares; 2026Q1: 2,411 shares; 2026Q2: 2,506 shares 2,506 $242K 0.03% +95 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: not reported; 2026Q2: 1,132 shares 1,132 $240K 0.03% new Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 322 shares 322 $240K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,586 shares; 2025Q4: 1,571 shares; 2026Q1: 1,833 shares; 2026Q2: 2,089 shares 2,089 $239K 0.03% +256 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 363 shares 363 $238K 0.03% new Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES 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: 4,717 shares 4,717 $235K 0.03% new 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: 1,976 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,553 shares 2,553 $235K 0.03% new 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: 525 shares; 2024Q4: 551 shares; 2025Q1: 564 shares; 2025Q2: 554 shares; 2025Q3: 560 shares; 2025Q4: 592 shares; 2026Q1: 631 shares; 2026Q2: 587 shares 587 $233K 0.03% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 603 shares 603 $233K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,154 shares; 2026Q2: 7,211 shares 7,211 $231K 0.03% +57 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 727 shares 727 $229K 0.03% new 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: 437 shares; 2024Q4: not reported; 2025Q1: 465 shares; 2025Q2: 462 shares; 2025Q3: not reported; 2025Q4: 485 shares; 2026Q1: not reported; 2026Q2: 457 shares 457 $227K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 565 shares 565 $224K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,706 shares 2,706 $224K 0.03% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS 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: 1,248 shares 1,248 $224K 0.03% new Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL 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: 3,761 shares 3,761 $224K 0.03% new 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: 2,598 shares; 2024Q4: 2,716 shares; 2025Q1: 2,192 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,443 shares 2,443 $224K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,418 shares; 2026Q1: 1,418 shares; 2026Q2: 1,465 shares 1,465 $222K 0.03% +47 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 264 shares; 2026Q2: 293 shares 293 $221K 0.03% +29 Timeline PGC PEAPACK-GLADSTONE FINL CORP More: the full row for PEAPACK-GLADSTONE 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: 4,672 shares 4,672 $221K 0.03% new Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 9,735 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,842 shares 10,842 $221K 0.03% new Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 10,640 shares; 2025Q4: 10,586 shares; 2026Q1: 10,694 shares; 2026Q2: 11,881 shares 11,881 $221K 0.03% +1,187 Timeline FLMB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,812 shares; 2024Q4: 31,263 shares; 2025Q1: 27,776 shares; 2025Q2: 21,567 shares; 2025Q3: 21,216 shares; 2025Q4: 21,216 shares; 2026Q1: 21,675 shares; 2026Q2: 9,110 shares 9,110 $219K 0.03% -12,565 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,958 shares; 2024Q4: 2,965 shares; 2025Q1: 2,958 shares; 2025Q2: 2,807 shares; 2025Q3: 2,817 shares; 2025Q4: 2,770 shares; 2026Q1: 2,775 shares; 2026Q2: 2,624 shares 2,624 $218K 0.03% -151 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,230 shares 2,230 $216K 0.03% new Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 11,671 shares; 2026Q2: 12,996 shares 12,996 $216K 0.03% +1,325 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: not reported; 2025Q1: 3,795 shares; 2025Q2: not reported; 2025Q3: 2,834 shares; 2025Q4: 2,834 shares; 2026Q1: 2,834 shares; 2026Q2: 2,834 shares 2,834 $214K 0.03% 0 Timeline PSI 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: not reported; 2026Q2: 1,137 shares 1,137 $214K 0.03% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 744 shares 744 $212K 0.03% new 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: 1,118 shares; 2024Q4: 1,390 shares; 2025Q1: 1,307 shares; 2025Q2: 1,279 shares; 2025Q3: 1,217 shares; 2025Q4: 1,087 shares; 2026Q1: 1,206 shares; 2026Q2: 941 shares 941 $211K 0.03% -265 Timeline OSPN ONESPAN INC More: the full row for ONESPAN 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: 13,246 shares; 2026Q2: 14,671 shares 14,671 $211K 0.03% +1,425 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,049 shares 1,049 $210K 0.03% new Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,093 shares 5,093 $210K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,421 shares; 2025Q4: 8,322 shares; 2026Q1: 3,826 shares; 2026Q2: 3,914 shares 3,914 $209K 0.03% +88 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,533 shares 1,533 $208K 0.03% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,694 shares; 2024Q4: 12,334 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,522 shares 1,522 $208K 0.03% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 843 shares 843 $208K 0.03% new 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: not reported; 2025Q2: 206 shares; 2025Q3: 209 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 215 shares 215 $207K 0.03% new Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,680 shares; 2024Q4: 2,680 shares; 2025Q1: 2,680 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,011 shares 1,011 $205K 0.03% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: 3,241 shares; 2026Q2: 2,661 shares 2,661 $203K 0.03% -580 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 357 shares; 2025Q1: not reported; 2025Q2: 361 shares; 2025Q3: 385 shares; 2025Q4: 390 shares; 2026Q1: 475 shares; 2026Q2: 359 shares 359 $201K 0.03% -116 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,327 shares 11,327 $192K 0.03% new Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,909 shares; 2026Q2: 10,426 shares 10,426 $185K 0.02% -483 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: 10,771 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,172 shares; 2026Q1: 10,444 shares; 2026Q2: 10,256 shares 10,256 $182K 0.02% -188 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,702 shares; 2026Q2: 12,339 shares 12,339 $178K 0.02% -363 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,816 shares; 2025Q4: 10,995 shares; 2026Q1: 14,500 shares; 2026Q2: 12,294 shares 12,294 $171K 0.02% -2,206 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,190 shares; 2024Q4: 40,190 shares; 2025Q1: 40,190 shares; 2025Q2: 40,190 shares; 2025Q3: 40,190 shares; 2025Q4: 40,190 shares; 2026Q1: 40,190 shares; 2026Q2: 40,190 shares 40,190 $140K 0.02% 0 Timeline MOMO HELLO GROUP INC More: the full row for HELLO 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: 23,042 shares 23,042 $134K 0.02% new Timeline AGNT AGNT INC More: the full row for AGNT 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: 18,609 shares; 2026Q2: 23,973 shares 23,973 $130K 0.02% +5,364 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 10,338 shares 10,338 $127K 0.02% new Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,100 shares; 2024Q4: 26,100 shares; 2025Q1: 26,100 shares; 2025Q2: 26,100 shares; 2025Q3: 26,100 shares; 2025Q4: 26,100 shares; 2026Q1: 26,100 shares; 2026Q2: 26,100 shares 26,100 $115K 0.02% 0 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL 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: 21,052 shares 21,052 $115K 0.02% new Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,391 shares 10,391 $113K 0.02% new Timeline HCKT HACKETT GROUP INC More: the full row for HACKETT 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: 10,206 shares 10,206 $110K 0.01% new Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER GLOBAL 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: 25,087 shares; 2026Q2: 15,244 shares 15,244 $109K 0.01% -9,843 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL 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: 17,273 shares 17,273 $108K 0.01% new Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT 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: 11,753 shares 11,753 $100K 0.01% new Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS 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: 14,956 shares; 2026Q2: 10,678 shares 10,678 $97.6K 0.01% -4,278 Timeline HDSN HUDSON TECHNOLOGIES INC More: the full row for HUDSON 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: 16,728 shares 16,728 $96K 0.01% new Timeline SATL SATELLOGIC INC More: the full row for SATELLOGIC 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: 15,000 shares; 2026Q2: 15,000 shares 15,000 $85.8K 0.01% 0 Timeline SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL 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: 15,758 shares 15,758 $83K 0.01% new Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $56.2K 0.01% 0 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY 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: 11,397 shares 11,397 $48.4K 0.01% new Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares; 2026Q2: 12,000 shares 12,000 $29.6K <0.01% 0 Timeline