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: 60,820 shares; 2024Q4: 60,539 shares; 2025Q1: 60,288 shares; 2025Q2: 57,730 shares; 2025Q3: 57,379 shares; 2025Q4: 56,367 shares; 2026Q1: 54,377 shares; 2026Q2: 54,001 shares 54,001 $40.3M 9.06% -376 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: 37,949 shares; 2024Q4: 37,380 shares; 2025Q1: 37,028 shares; 2025Q2: 36,692 shares; 2025Q3: 36,331 shares; 2025Q4: 35,466 shares; 2026Q1: 34,117 shares; 2026Q2: 33,624 shares 33,624 $24.8M 5.56% -493 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: 70,602 shares; 2024Q4: 70,219 shares; 2025Q1: 69,641 shares; 2025Q2: 69,858 shares; 2025Q3: 69,070 shares; 2025Q4: 71,635 shares; 2026Q1: 70,280 shares; 2026Q2: 66,855 shares 66,855 $19.3M 4.35% -3,425 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 95,790 shares; 2024Q4: 94,316 shares; 2025Q1: 93,741 shares; 2025Q2: 85,430 shares; 2025Q3: 85,160 shares; 2025Q4: 83,220 shares; 2026Q1: 80,396 shares; 2026Q2: 79,451 shares 79,451 $16.9M 3.8% -945 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: 20,461 shares; 2024Q4: 20,194 shares; 2025Q1: 20,066 shares; 2025Q2: 18,711 shares; 2025Q3: 18,663 shares; 2025Q4: 18,205 shares; 2026Q1: 17,585 shares; 2026Q2: 17,394 shares 17,394 $12.2M 2.75% -191 Timeline SWPPX SCHWAB S&P 500 INDEX-SEL More: the full row for SCHWAB S&P 500 INDEX-SEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,933 shares; 2024Q4: 97,804 shares; 2025Q1: 97,917 shares; 2025Q2: 96,985 shares; 2025Q3: 564,653 shares; 2025Q4: 560,646 shares; 2026Q1: 561,266 shares; 2026Q2: 552,344 shares 552,344 $10.7M 2.4% -8,922 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: 30,233 shares; 2024Q4: 29,995 shares; 2025Q1: 29,781 shares; 2025Q2: 29,845 shares; 2025Q3: 29,354 shares; 2025Q4: 29,320 shares; 2026Q1: 28,909 shares; 2026Q2: 27,487 shares 27,487 $10.3M 2.3% -1,422 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: 66,297 shares; 2024Q4: 66,155 shares; 2025Q1: 65,885 shares; 2025Q2: 65,835 shares; 2025Q3: 65,662 shares; 2025Q4: 62,462 shares; 2026Q1: 61,686 shares; 2026Q2: 58,830 shares 58,830 $9.2M 2.07% -2,856 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: 32,578 shares; 2024Q4: 32,271 shares; 2025Q1: 32,140 shares; 2025Q2: 31,960 shares; 2025Q3: 31,738 shares; 2025Q4: 30,761 shares; 2026Q1: 29,015 shares; 2026Q2: 28,642 shares 28,642 $8.61M 1.93% -373 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: 22,918 shares; 2024Q4: 22,898 shares; 2025Q1: 23,039 shares; 2025Q2: 23,224 shares; 2025Q3: 23,277 shares; 2025Q4: 23,099 shares; 2026Q1: 22,806 shares; 2026Q2: 21,697 shares 21,697 $7.75M 1.74% -1,109 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,268 shares; 2024Q4: 41,177 shares; 2025Q1: 41,198 shares; 2025Q2: 41,306 shares; 2025Q3: 41,331 shares; 2025Q4: 40,682 shares; 2026Q1: 38,922 shares; 2026Q2: 38,621 shares 38,621 $7.73M 1.74% -301 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: 13,275 shares; 2024Q4: 13,722 shares; 2025Q1: 14,885 shares; 2025Q2: 14,903 shares; 2025Q3: 19,537 shares; 2025Q4: 39,848 shares; 2026Q1: 39,504 shares; 2026Q2: 40,322 shares 40,322 $7.68M 1.73% +818 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: 56,566 shares; 2024Q4: 55,248 shares; 2025Q1: 55,024 shares; 2025Q2: 54,628 shares; 2025Q3: 54,160 shares; 2025Q4: 52,668 shares; 2026Q1: 50,761 shares; 2026Q2: 50,187 shares 50,187 $6.9M 1.55% -574 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,925 shares; 2024Q4: 45,758 shares; 2025Q1: 45,719 shares; 2025Q2: 45,665 shares; 2025Q3: 45,560 shares; 2025Q4: 42,791 shares; 2026Q1: 41,954 shares; 2026Q2: 39,501 shares 39,501 $6.24M 1.4% -2,453 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: 19,008 shares; 2024Q4: 19,028 shares; 2025Q1: 19,168 shares; 2025Q2: 19,248 shares; 2025Q3: 19,016 shares; 2025Q4: 18,879 shares; 2026Q1: 18,608 shares; 2026Q2: 17,664 shares 17,664 $6.24M 1.4% -944 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,858 shares; 2024Q4: 36,285 shares; 2025Q1: 36,161 shares; 2025Q2: 35,792 shares; 2025Q3: 35,592 shares; 2025Q4: 34,863 shares; 2026Q1: 33,782 shares; 2026Q2: 33,603 shares 33,603 $6M 1.35% -179 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,951 shares; 2024Q4: 6,927 shares; 2025Q1: 6,957 shares; 2025Q2: 6,918 shares; 2025Q3: 6,809 shares; 2025Q4: 6,778 shares; 2026Q1: 6,621 shares; 2026Q2: 6,196 shares 6,196 $5.98M 1.34% -425 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: 24,388 shares; 2024Q4: 23,839 shares; 2025Q1: 24,045 shares; 2025Q2: 24,569 shares; 2025Q3: 23,944 shares; 2025Q4: 23,754 shares; 2026Q1: 22,904 shares; 2026Q2: 24,800 shares 24,800 $5.91M 1.33% +1,896 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: 21,785 shares; 2024Q4: 21,731 shares; 2025Q1: 21,766 shares; 2025Q2: 21,831 shares; 2025Q3: 21,598 shares; 2025Q4: 21,616 shares; 2026Q1: 21,162 shares; 2026Q2: 19,920 shares 19,920 $5.09M 1.14% -1,242 Timeline XLC 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: 38,531 shares; 2024Q4: 40,043 shares; 2025Q1: 44,245 shares; 2025Q2: 44,433 shares; 2025Q3: 45,164 shares; 2025Q4: 46,306 shares; 2026Q1: 45,300 shares; 2026Q2: 46,557 shares 46,557 $4.99M 1.12% +1,257 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: 17,804 shares; 2024Q4: 15,431 shares; 2025Q1: 15,430 shares; 2025Q2: 15,415 shares; 2025Q3: 15,251 shares; 2025Q4: 15,155 shares; 2026Q1: 14,857 shares; 2026Q2: 13,998 shares 13,998 $4.58M 1.03% -859 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: 45,289 shares; 2024Q4: 44,777 shares; 2025Q1: 44,751 shares; 2025Q2: 44,801 shares; 2025Q3: 43,759 shares; 2025Q4: 43,291 shares; 2026Q1: 42,631 shares; 2026Q2: 40,379 shares 40,379 $4.57M 1.03% -2,252 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: 45,953 shares; 2024Q4: 45,927 shares; 2025Q1: 45,902 shares; 2025Q2: 45,992 shares; 2025Q3: 46,049 shares; 2025Q4: 45,023 shares; 2026Q1: 42,662 shares; 2026Q2: 43,336 shares 43,336 $4.5M 1.01% +674 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: 7,928 shares; 2024Q4: 8,192 shares; 2025Q1: 6,764 shares; 2025Q2: 6,752 shares; 2025Q3: 6,709 shares; 2025Q4: 6,568 shares; 2026Q1: 6,391 shares; 2026Q2: 6,355 shares 6,355 $4.17M 0.94% -36 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: 4,933 shares; 2024Q4: 4,909 shares; 2025Q1: 4,929 shares; 2025Q2: 4,954 shares; 2025Q3: 4,914 shares; 2025Q4: 4,844 shares; 2026Q1: 4,051 shares; 2026Q2: 3,824 shares 3,824 $4.07M 0.91% -227 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: 36,866 shares; 2024Q4: 36,173 shares; 2025Q1: 34,902 shares; 2025Q2: 34,494 shares; 2025Q3: 36,247 shares; 2025Q4: 75,827 shares; 2026Q1: 75,799 shares; 2026Q2: 74,139 shares 74,139 $3.94M 0.88% -1,660 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,184 shares; 2024Q4: 32,015 shares; 2025Q1: 32,014 shares; 2025Q2: 32,065 shares; 2025Q3: 32,163 shares; 2025Q4: 31,673 shares; 2026Q1: 30,538 shares; 2026Q2: 31,071 shares 31,071 $3.65M 0.82% +533 Timeline SCHWAB SMALL CAP INDEX FUND SCHWAB SMALL CAP INDEX FUND More: the full row for SCHWAB SMALL CAP INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 73,529 shares; 2024Q4: 74,734 shares; 2025Q1: 75,240 shares; 2025Q2: 75,515 shares; 2025Q3: 75,004 shares; 2025Q4: 74,633 shares; 2026Q1: 74,962 shares; 2026Q2: 73,962 shares 73,962 $3.61M 0.81% -1,000 IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,474 shares; 2024Q4: 30,304 shares; 2025Q1: 30,364 shares; 2025Q2: 30,234 shares; 2025Q3: 29,896 shares; 2025Q4: 28,597 shares; 2026Q1: 28,204 shares; 2026Q2: 27,503 shares 27,503 $3.47M 0.78% -701 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,130 shares; 2024Q4: 25,894 shares; 2025Q1: 25,764 shares; 2025Q2: 25,715 shares; 2025Q3: 25,855 shares; 2025Q4: 24,335 shares; 2026Q1: 23,724 shares; 2026Q2: 22,570 shares 22,570 $3.43M 0.77% -1,154 Timeline BNY Mellon Midcap Index Fund BNY Mellon Midcap Index Fund More: the full row for BNY Mellon Midcap Index Fund Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 94,501 shares; 2024Q4: 106,105 shares; 2025Q1: 105,326 shares; 2025Q2: 103,818 shares; 2025Q3: 103,562 shares; 2025Q4: 113,657 shares; 2026Q1: 113,290 shares; 2026Q2: 108,069 shares 108,069 $3.41M 0.77% -5,221 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,336 shares; 2024Q4: 14,311 shares; 2025Q1: 14,366 shares; 2025Q2: 13,978 shares; 2025Q3: 13,973 shares; 2025Q4: 13,956 shares; 2026Q1: 13,416 shares; 2026Q2: 12,838 shares 12,838 $3.26M 0.73% -578 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,062 shares; 2024Q4: 33,132 shares; 2025Q1: 33,022 shares; 2025Q2: 26,441 shares; 2025Q3: 26,058 shares; 2025Q4: 23,502 shares; 2026Q1: 23,094 shares; 2026Q2: 21,689 shares 21,689 $3.17M 0.71% -1,405 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: 34,316 shares; 2024Q4: 33,341 shares; 2025Q1: 33,211 shares; 2025Q2: 33,096 shares; 2025Q3: 29,147 shares; 2025Q4: 28,887 shares; 2026Q1: 28,560 shares; 2026Q2: 26,985 shares 26,985 $3.17M 0.71% -1,575 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: 3,639 shares; 2024Q4: 3,620 shares; 2025Q1: 3,624 shares; 2025Q2: 3,634 shares; 2025Q3: 3,597 shares; 2025Q4: 3,566 shares; 2026Q1: 3,490 shares; 2026Q2: 3,233 shares 3,233 $3.11M 0.7% -257 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: 14,103 shares; 2024Q4: 13,988 shares; 2025Q1: 13,889 shares; 2025Q2: 13,849 shares; 2025Q3: 13,545 shares; 2025Q4: 13,343 shares; 2026Q1: 13,133 shares; 2026Q2: 12,139 shares 12,139 $3.05M 0.69% -994 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,281 shares; 2024Q4: 31,093 shares; 2025Q1: 31,244 shares; 2025Q2: 31,249 shares; 2025Q3: 30,980 shares; 2025Q4: 61,893 shares; 2026Q1: 60,376 shares; 2026Q2: 58,646 shares 58,646 $2.98M 0.67% -1,730 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: 8,897 shares; 2024Q4: 8,849 shares; 2025Q1: 8,849 shares; 2025Q2: 8,911 shares; 2025Q3: 8,921 shares; 2025Q4: 8,871 shares; 2026Q1: 8,666 shares; 2026Q2: 8,006 shares 8,006 $2.9M 0.65% -660 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 234,774 shares; 2024Q4: 236,321 shares; 2025Q1: 235,996 shares; 2025Q2: 235,841 shares; 2025Q3: 235,041 shares; 2025Q4: 228,661 shares; 2026Q1: 221,015 shares; 2026Q2: 212,775 shares 212,775 $2.9M 0.65% -8,240 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: not reported; 2025Q3: 5,333 shares; 2025Q4: 5,278 shares; 2026Q1: 5,243 shares; 2026Q2: 4,963 shares 4,963 $2.88M 0.65% -280 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,819 shares; 2024Q4: 25,605 shares; 2025Q1: 25,586 shares; 2025Q2: 25,791 shares; 2025Q3: 25,606 shares; 2025Q4: 25,511 shares; 2026Q1: 24,950 shares; 2026Q2: 23,560 shares 23,560 $2.67M 0.6% -1,390 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,689 shares; 2024Q4: 18,500 shares; 2025Q1: 18,519 shares; 2025Q2: 18,293 shares; 2025Q3: 18,321 shares; 2025Q4: 17,866 shares; 2026Q1: 17,295 shares; 2026Q2: 17,720 shares 17,720 $2.62M 0.59% +425 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,928 shares; 2024Q4: 37,653 shares; 2025Q1: 37,703 shares; 2025Q2: 37,488 shares; 2025Q3: 37,057 shares; 2025Q4: 36,732 shares; 2026Q1: 35,842 shares; 2026Q2: 33,992 shares 33,992 $2.59M 0.58% -1,850 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,612 shares; 2024Q4: 44,726 shares; 2025Q1: 45,040 shares; 2025Q2: 45,662 shares; 2025Q3: 47,928 shares; 2025Q4: 51,125 shares; 2026Q1: 53,277 shares; 2026Q2: 54,123 shares 54,123 $2.58M 0.58% +846 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,574 shares; 2024Q4: 9,498 shares; 2025Q1: 8,027 shares; 2025Q2: 32,636 shares; 2025Q3: 32,364 shares; 2025Q4: 32,220 shares; 2026Q1: 31,457 shares; 2026Q2: 29,467 shares 29,467 $2.56M 0.58% -1,990 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: not reported; 2025Q3: 3,630 shares; 2025Q4: 3,620 shares; 2026Q1: 3,589 shares; 2026Q2: 3,407 shares 3,407 $2.46M 0.55% -182 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,710 shares; 2024Q4: 14,569 shares; 2025Q1: 14,639 shares; 2025Q2: 14,769 shares; 2025Q3: 14,617 shares; 2025Q4: 14,516 shares; 2026Q1: 14,296 shares; 2026Q2: 13,381 shares 13,381 $2.46M 0.55% -915 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,014 shares; 2024Q4: 10,920 shares; 2025Q1: 10,845 shares; 2025Q2: 10,756 shares; 2025Q3: 10,636 shares; 2025Q4: 10,386 shares; 2026Q1: 9,897 shares; 2026Q2: 10,070 shares 10,070 $2.44M 0.55% +173 Timeline PCEF 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: 138,138 shares; 2024Q4: 133,322 shares; 2025Q1: 137,687 shares; 2025Q2: 137,517 shares; 2025Q3: 137,417 shares; 2025Q4: 131,937 shares; 2026Q1: 124,501 shares; 2026Q2: 119,249 shares 119,249 $2.42M 0.54% -5,252 Timeline VPU 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: 13,175 shares; 2024Q4: 13,185 shares; 2025Q1: 13,140 shares; 2025Q2: 13,265 shares; 2025Q3: 13,195 shares; 2025Q4: 13,200 shares; 2026Q1: 12,937 shares; 2026Q2: 12,087 shares 12,087 $2.37M 0.53% -850 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: 10,779 shares; 2024Q4: 10,752 shares; 2025Q1: 10,757 shares; 2025Q2: 10,746 shares; 2025Q3: 10,795 shares; 2025Q4: 10,575 shares; 2026Q1: 10,107 shares; 2026Q2: 10,353 shares 10,353 $2.35M 0.53% +246 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,522 shares; 2024Q4: 30,311 shares; 2025Q1: 30,361 shares; 2025Q2: 30,331 shares; 2025Q3: 30,279 shares; 2025Q4: 30,005 shares; 2026Q1: 29,539 shares; 2026Q2: 27,273 shares 27,273 $2.31M 0.52% -2,266 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: 4,334 shares; 2024Q4: 4,295 shares; 2025Q1: 4,310 shares; 2025Q2: 4,334 shares; 2025Q3: 4,417 shares; 2025Q4: 4,309 shares; 2026Q1: 4,202 shares; 2026Q2: 4,096 shares 4,096 $2.31M 0.52% -106 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: 13,193 shares; 2024Q4: 13,363 shares; 2025Q1: 11,246 shares; 2025Q2: 11,687 shares; 2025Q3: 11,483 shares; 2025Q4: 11,579 shares; 2026Q1: 11,479 shares; 2026Q2: 11,459 shares 11,459 $2.29M 0.52% -20 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,593 shares; 2024Q4: 81,270 shares; 2025Q1: 84,043 shares; 2025Q2: 83,884 shares; 2025Q3: 83,849 shares; 2025Q4: 80,604 shares; 2026Q1: 77,508 shares; 2026Q2: 74,289 shares 74,289 $2.27M 0.51% -3,219 Timeline PJP 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: 19,543 shares; 2024Q4: 19,355 shares; 2025Q1: 19,241 shares; 2025Q2: 19,167 shares; 2025Q3: 19,073 shares; 2025Q4: 18,756 shares; 2026Q1: 18,034 shares; 2026Q2: 18,231 shares 18,231 $2.16M 0.49% +197 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: 8,574 shares; 2024Q4: 9,656 shares; 2025Q1: 13,151 shares; 2025Q2: 13,349 shares; 2025Q3: 14,248 shares; 2025Q4: 15,180 shares; 2026Q1: 15,035 shares; 2026Q2: 15,144 shares 15,144 $2.15M 0.48% +109 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: 11,475 shares; 2024Q4: 11,426 shares; 2025Q1: 11,486 shares; 2025Q2: 11,346 shares; 2025Q3: 11,303 shares; 2025Q4: 11,322 shares; 2026Q1: 11,065 shares; 2026Q2: 10,510 shares 10,510 $2.11M 0.47% -555 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: 2,244 shares; 2024Q4: 2,241 shares; 2025Q1: 2,226 shares; 2025Q2: 2,241 shares; 2025Q3: 2,225 shares; 2025Q4: 2,208 shares; 2026Q1: 2,132 shares; 2026Q2: 2,076 shares 2,076 $2.1M 0.47% -56 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: 11,666 shares; 2024Q4: 11,591 shares; 2025Q1: 11,729 shares; 2025Q2: 11,737 shares; 2025Q3: 11,593 shares; 2025Q4: 11,393 shares; 2026Q1: 11,153 shares; 2026Q2: 10,694 shares 10,694 $2.03M 0.46% -459 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,013 shares; 2024Q4: 39,134 shares; 2025Q1: 45,889 shares; 2025Q2: 47,455 shares; 2025Q3: 51,139 shares; 2025Q4: 48,554 shares; 2026Q1: 49,030 shares; 2026Q2: 49,908 shares 49,908 $2.01M 0.45% +878 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,871 shares; 2024Q4: 8,796 shares; 2025Q1: 8,681 shares; 2025Q2: 7,916 shares; 2025Q3: 7,193 shares; 2025Q4: 7,331 shares; 2026Q1: 7,155 shares; 2026Q2: 6,855 shares 6,855 $1.93M 0.43% -300 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: 2,813 shares; 2024Q4: 2,219 shares; 2025Q1: 2,226 shares; 2025Q2: 2,205 shares; 2025Q3: 2,188 shares; 2025Q4: 2,178 shares; 2026Q1: 1,805 shares; 2026Q2: 1,697 shares 1,697 $1.92M 0.43% -108 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,732 shares; 2024Q4: 7,597 shares; 2025Q1: 7,542 shares; 2025Q2: 7,487 shares; 2025Q3: 7,387 shares; 2025Q4: 7,325 shares; 2026Q1: 7,089 shares; 2026Q2: 7,109 shares 7,109 $1.88M 0.42% +20 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS 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: 13,568 shares 13,568 $1.85M 0.42% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,986 shares; 2024Q4: 11,992 shares; 2025Q1: 11,992 shares; 2025Q2: 11,982 shares; 2025Q3: 11,733 shares; 2025Q4: 11,683 shares; 2026Q1: 18,698 shares; 2026Q2: 17,513 shares 17,513 $1.84M 0.41% -1,185 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,878 shares; 2024Q4: 6,813 shares; 2025Q1: 6,816 shares; 2025Q2: 6,758 shares; 2025Q3: 6,759 shares; 2025Q4: 6,707 shares; 2026Q1: 6,598 shares; 2026Q2: 6,133 shares 6,133 $1.83M 0.41% -465 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,942 shares; 2024Q4: 49,741 shares; 2025Q1: 49,841 shares; 2025Q2: 49,761 shares; 2025Q3: 49,686 shares; 2025Q4: 49,058 shares; 2026Q1: 48,339 shares; 2026Q2: 43,935 shares 43,935 $1.8M 0.4% -4,404 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,968 shares; 2024Q4: 7,931 shares; 2025Q1: 7,976 shares; 2025Q2: 7,876 shares; 2025Q3: 7,836 shares; 2025Q4: 7,665 shares; 2026Q1: 7,526 shares; 2026Q2: 7,209 shares 7,209 $1.77M 0.4% -317 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: 6,309 shares; 2024Q4: 5,513 shares; 2025Q1: 5,513 shares; 2025Q2: 5,521 shares; 2025Q3: 5,475 shares; 2025Q4: 5,445 shares; 2026Q1: 5,375 shares; 2026Q2: 5,161 shares 5,161 $1.77M 0.4% -214 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: 16,656 shares; 2024Q4: 18,780 shares; 2025Q1: 18,904 shares; 2025Q2: 18,974 shares; 2025Q3: 18,892 shares; 2025Q4: 18,862 shares; 2026Q1: 18,573 shares; 2026Q2: 17,488 shares 17,488 $1.68M 0.38% -1,085 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: 80,100 shares; 2024Q4: 77,353 shares; 2025Q1: 77,383 shares; 2025Q2: 77,233 shares; 2025Q3: 77,093 shares; 2025Q4: 73,259 shares; 2026Q1: 69,824 shares; 2026Q2: 66,028 shares 66,028 $1.65M 0.37% -3,796 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,960 shares; 2024Q4: 30,590 shares; 2025Q1: 30,507 shares; 2025Q2: 30,237 shares; 2025Q3: 30,098 shares; 2025Q4: 29,538 shares; 2026Q1: 28,303 shares; 2026Q2: 27,653 shares 27,653 $1.63M 0.37% -650 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,421 shares; 2024Q4: 8,109 shares; 2025Q1: 9,529 shares; 2025Q2: 11,444 shares; 2025Q3: 11,428 shares; 2025Q4: 11,415 shares; 2026Q1: 11,095 shares; 2026Q2: 10,385 shares 10,385 $1.59M 0.36% -710 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: 18,154 shares; 2024Q4: 19,284 shares; 2025Q1: 13,552 shares; 2025Q2: 13,736 shares; 2025Q3: 14,373 shares; 2025Q4: 15,318 shares; 2026Q1: 15,166 shares; 2026Q2: 15,013 shares 15,013 $1.56M 0.35% -153 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: 10,793 shares; 2024Q4: 10,759 shares; 2025Q1: 10,819 shares; 2025Q2: 10,858 shares; 2025Q3: 10,801 shares; 2025Q4: 11,089 shares; 2026Q1: 10,851 shares; 2026Q2: 10,546 shares 10,546 $1.55M 0.35% -305 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,530 shares; 2024Q4: 21,300 shares; 2025Q1: 21,351 shares; 2025Q2: 21,141 shares; 2025Q3: 20,960 shares; 2025Q4: 20,846 shares; 2026Q1: 20,495 shares; 2026Q2: 19,198 shares 19,198 $1.48M 0.33% -1,297 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: 10,998 shares; 2024Q4: 10,844 shares; 2025Q1: 10,839 shares; 2025Q2: 10,914 shares; 2025Q3: 10,943 shares; 2025Q4: 10,923 shares; 2026Q1: 10,747 shares; 2026Q2: 16,287 shares 16,287 $1.48M 0.33% +5,540 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,158 shares; 2024Q4: 19,145 shares; 2025Q1: 19,235 shares; 2025Q2: 19,395 shares; 2025Q3: 19,210 shares; 2025Q4: 19,085 shares; 2026Q1: 18,765 shares; 2026Q2: 19,885 shares 19,885 $1.47M 0.33% +1,120 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: 4,595 shares; 2024Q4: 4,521 shares; 2025Q1: 4,570 shares; 2025Q2: 4,563 shares; 2025Q3: 4,580 shares; 2025Q4: 4,690 shares; 2026Q1: 4,613 shares; 2026Q2: 6,663 shares 6,663 $1.47M 0.33% +2,050 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,525 shares; 2024Q4: 6,388 shares; 2025Q1: 6,363 shares; 2025Q2: 6,238 shares; 2025Q3: 5,924 shares; 2025Q4: 5,944 shares; 2026Q1: 14,798 shares; 2026Q2: 14,153 shares 14,153 $1.46M 0.33% -645 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,295 shares; 2024Q4: 35,045 shares; 2025Q1: 35,430 shares; 2025Q2: 35,485 shares; 2025Q3: 35,055 shares; 2025Q4: 28,140 shares; 2026Q1: 27,430 shares; 2026Q2: 17,210 shares 17,210 $1.3M 0.29% -10,220 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,829 shares; 2024Q4: 8,649 shares; 2025Q1: 8,649 shares; 2025Q2: 8,248 shares; 2025Q3: 8,189 shares; 2025Q4: 8,197 shares; 2026Q1: 8,098 shares; 2026Q2: 7,754 shares 7,754 $1.29M 0.29% -344 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: 4,460 shares; 2024Q4: 4,446 shares; 2025Q1: 4,461 shares; 2025Q2: 4,432 shares; 2025Q3: 4,399 shares; 2025Q4: 4,384 shares; 2026Q1: 4,300 shares; 2026Q2: 4,065 shares 4,065 $1.27M 0.29% -235 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: 12,347 shares; 2024Q4: 12,336 shares; 2025Q1: 12,344 shares; 2025Q2: 12,484 shares; 2025Q3: 9,369 shares; 2025Q4: 9,255 shares; 2026Q1: 9,105 shares; 2026Q2: 8,665 shares 8,665 $1.27M 0.29% -440 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 6,890 shares; 2026Q2: 6,565 shares 6,565 $1.27M 0.29% -325 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,651 shares; 2024Q4: 2,633 shares; 2025Q1: 2,663 shares; 2025Q2: 2,678 shares; 2025Q3: 2,708 shares; 2025Q4: 2,703 shares; 2026Q1: 8,683 shares; 2026Q2: 7,968 shares 7,968 $1.27M 0.28% -715 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,214 shares; 2024Q4: 16,184 shares; 2025Q1: 16,149 shares; 2025Q2: 16,079 shares; 2025Q3: 16,062 shares; 2025Q4: 15,702 shares; 2026Q1: 15,422 shares; 2026Q2: 13,807 shares 13,807 $1.15M 0.26% -1,615 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,587 shares; 2024Q4: 3,512 shares; 2025Q1: 5,638 shares; 2025Q2: 5,720 shares; 2025Q3: 5,930 shares; 2025Q4: 5,939 shares; 2026Q1: 5,878 shares; 2026Q2: 6,229 shares 6,229 $1.15M 0.26% +351 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: 10,909 shares; 2024Q4: 10,874 shares; 2025Q1: 10,914 shares; 2025Q2: 10,837 shares; 2025Q3: 10,845 shares; 2025Q4: 12,050 shares; 2026Q1: 11,938 shares; 2026Q2: 11,158 shares 11,158 $1.14M 0.26% -780 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: 240 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 250 shares; 2025Q3: 246 shares; 2025Q4: 246 shares; 2026Q1: 1,246 shares; 2026Q2: 1,217 shares 1,217 $1.14M 0.26% -29 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: 12,377 shares; 2024Q4: 12,279 shares; 2025Q1: 12,384 shares; 2025Q2: 12,395 shares; 2025Q3: 8,838 shares; 2025Q4: 8,848 shares; 2026Q1: 8,698 shares; 2026Q2: 8,310 shares 8,310 $1.13M 0.25% -388 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,505 shares; 2024Q4: 5,414 shares; 2025Q1: 5,390 shares; 2025Q2: 5,557 shares; 2025Q3: 5,535 shares; 2025Q4: 5,545 shares; 2026Q1: 5,473 shares; 2026Q2: 5,183 shares 5,183 $1.12M 0.25% -290 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS 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: 14,653 shares; 2025Q4: 13,958 shares; 2026Q1: 13,662 shares; 2026Q2: 12,691 shares 12,691 $1.11M 0.25% -971 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: not reported; 2024Q4: 8,249 shares; 2025Q1: 8,249 shares; 2025Q2: 8,250 shares; 2025Q3: 8,286 shares; 2025Q4: 8,292 shares; 2026Q1: 7,914 shares; 2026Q2: 7,995 shares 7,995 $1.09M 0.25% +81 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: 2,373 shares; 2024Q4: 2,347 shares; 2025Q1: 2,332 shares; 2025Q2: 2,352 shares; 2025Q3: 2,329 shares; 2025Q4: 2,319 shares; 2026Q1: 2,281 shares; 2026Q2: 2,159 shares 2,159 $1.08M 0.24% -122 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: 3,647 shares; 2024Q4: 3,632 shares; 2025Q1: 3,637 shares; 2025Q2: 3,647 shares; 2025Q3: 3,630 shares; 2025Q4: 3,616 shares; 2026Q1: 3,552 shares; 2026Q2: 3,371 shares 3,371 $1.06M 0.24% -181 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: 8,153 shares; 2024Q4: 8,190 shares; 2025Q1: 8,098 shares; 2025Q2: 8,172 shares; 2025Q3: 7,969 shares; 2025Q4: 8,383 shares; 2026Q1: 7,649 shares; 2026Q2: 7,334 shares 7,334 $1.03M 0.23% -315 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: 6,776 shares; 2024Q4: 6,776 shares; 2025Q1: 6,790 shares; 2025Q2: 6,780 shares; 2025Q3: 6,788 shares; 2025Q4: 6,655 shares; 2026Q1: 6,517 shares; 2026Q2: 6,272 shares 6,272 $1.02M 0.23% -245 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,386 shares; 2024Q4: 11,361 shares; 2025Q1: 11,416 shares; 2025Q2: 11,556 shares; 2025Q3: 11,599 shares; 2025Q4: 11,599 shares; 2026Q1: 11,449 shares; 2026Q2: 10,987 shares 10,987 $1.01M 0.23% -462 Timeline KBWB 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: 11,889 shares; 2024Q4: 11,880 shares; 2025Q1: 11,881 shares; 2025Q2: 11,793 shares; 2025Q3: 11,568 shares; 2025Q4: 11,479 shares; 2026Q1: 11,058 shares; 2026Q2: 10,774 shares 10,774 $1M 0.23% -284 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: 4,833 shares; 2024Q4: 4,281 shares; 2025Q1: 3,606 shares; 2025Q2: 3,606 shares; 2025Q3: 3,189 shares; 2025Q4: 3,187 shares; 2026Q1: 3,167 shares; 2026Q2: 3,048 shares 3,048 $968K 0.22% -119 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,711 shares; 2024Q4: 5,619 shares; 2025Q1: 5,653 shares; 2025Q2: 5,626 shares; 2025Q3: 5,636 shares; 2025Q4: 5,611 shares; 2026Q1: 5,496 shares; 2026Q2: 5,227 shares 5,227 $966K 0.22% -269 Timeline RSPF 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: 12,949 shares; 2024Q4: 12,762 shares; 2025Q1: 12,733 shares; 2025Q2: 12,639 shares; 2025Q3: 12,512 shares; 2025Q4: 12,266 shares; 2026Q1: 11,814 shares; 2026Q2: 11,986 shares 11,986 $930K 0.21% +172 Timeline Schwab US Mid-Cap Index Schwab US Mid-Cap Index More: the full row for Schwab US Mid-Cap Index Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,063 shares; 2024Q4: 9,212 shares; 2025Q1: 9,615 shares; 2025Q2: 9,769 shares; 2025Q3: 49,592 shares; 2025Q4: 51,271 shares; 2026Q1: 53,569 shares; 2026Q2: 55,524 shares 55,524 $921K 0.21% +1,955 DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,197 shares; 2024Q4: 23,167 shares; 2025Q1: 22,842 shares; 2025Q2: 22,507 shares; 2025Q3: 22,492 shares; 2025Q4: 19,971 shares; 2026Q1: 19,826 shares; 2026Q2: 19,591 shares 19,591 $900K 0.2% -235 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,066 shares; 2024Q4: 11,110 shares; 2025Q1: 11,214 shares; 2025Q2: 11,286 shares; 2025Q3: 11,398 shares; 2025Q4: 11,435 shares; 2026Q1: 11,427 shares; 2026Q2: 10,884 shares 10,884 $899K 0.2% -543 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,292 shares; 2024Q4: 9,323 shares; 2025Q1: 9,267 shares; 2025Q2: 9,319 shares; 2025Q3: 9,309 shares; 2025Q4: 9,304 shares; 2026Q1: 9,214 shares; 2026Q2: 8,592 shares 8,592 $893K 0.2% -622 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,833 shares; 2024Q4: 27,145 shares; 2025Q1: 25,431 shares; 2025Q2: 26,467 shares; 2025Q3: 26,803 shares; 2025Q4: 26,213 shares; 2026Q1: 26,111 shares; 2026Q2: 26,128 shares 26,128 $884K 0.2% +17 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: not reported; 2026Q1: not reported; 2026Q2: 5,160 shares 5,160 $877K 0.2% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,541 shares; 2024Q4: 23,103 shares; 2025Q1: 22,973 shares; 2025Q2: 22,798 shares; 2025Q3: 22,158 shares; 2025Q4: 21,652 shares; 2026Q1: 21,201 shares; 2026Q2: 21,026 shares 21,026 $869K 0.2% -175 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,026 shares; 2024Q4: 9,906 shares; 2025Q1: 9,806 shares; 2025Q2: 9,656 shares; 2025Q3: 9,500 shares; 2025Q4: 18,618 shares; 2026Q1: 18,319 shares; 2026Q2: 18,959 shares 18,959 $860K 0.19% +640 Timeline OIH 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: 2,466 shares; 2024Q4: 2,441 shares; 2025Q1: 2,441 shares; 2025Q2: 2,426 shares; 2025Q3: 2,396 shares; 2025Q4: 2,382 shares; 2026Q1: 2,312 shares; 2026Q2: 2,297 shares 2,297 $855K 0.19% -15 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,181 shares; 2024Q4: 15,917 shares; 2025Q1: 15,896 shares; 2025Q2: 15,853 shares; 2025Q3: 15,779 shares; 2025Q4: 15,635 shares; 2026Q1: 15,251 shares; 2026Q2: 15,422 shares 15,422 $853K 0.19% +171 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,394 shares; 2024Q4: 1,398 shares; 2025Q1: 1,384 shares; 2025Q2: 1,394 shares; 2025Q3: 1,390 shares; 2025Q4: 1,294 shares; 2026Q1: 1,275 shares; 2026Q2: 1,190 shares 1,190 $849K 0.19% -85 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,291 shares; 2024Q4: 21,162 shares; 2025Q1: 21,017 shares; 2025Q2: 20,632 shares; 2025Q3: 20,102 shares; 2025Q4: 19,704 shares; 2026Q1: 19,340 shares; 2026Q2: 17,513 shares 17,513 $814K 0.18% -1,827 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: 1,427 shares; 2024Q4: 3,507 shares; 2025Q1: 3,527 shares; 2025Q2: 3,550 shares; 2025Q3: 3,277 shares; 2025Q4: 3,266 shares; 2026Q1: 3,231 shares; 2026Q2: 3,011 shares 3,011 $814K 0.18% -220 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,145 shares; 2026Q1: 24,865 shares; 2026Q2: 23,595 shares 23,595 $802K 0.18% -1,270 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: 637 shares; 2024Q4: 639 shares; 2025Q1: 637 shares; 2025Q2: 622 shares; 2025Q3: 620 shares; 2025Q4: 568 shares; 2026Q1: 1,752 shares; 2026Q2: 1,523 shares 1,523 $776K 0.17% -229 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,611 shares; 2024Q4: 3,579 shares; 2025Q1: 3,579 shares; 2025Q2: 3,495 shares; 2025Q3: 2,909 shares; 2025Q4: 2,894 shares; 2026Q1: 2,814 shares; 2026Q2: 2,744 shares 2,744 $771K 0.17% -70 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,215 shares; 2024Q4: 6,193 shares; 2025Q1: 6,273 shares; 2025Q2: 6,313 shares; 2025Q3: 6,376 shares; 2025Q4: 6,411 shares; 2026Q1: 6,191 shares; 2026Q2: 10,002 shares 10,002 $769K 0.17% +3,811 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: 2,129 shares; 2024Q4: 2,127 shares; 2025Q1: 2,046 shares; 2025Q2: 2,011 shares; 2025Q3: 1,961 shares; 2025Q4: 1,936 shares; 2026Q1: 1,936 shares; 2026Q2: 1,761 shares 1,761 $750K 0.17% -175 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: 1,553 shares; 2024Q4: 1,543 shares; 2025Q1: 1,539 shares; 2025Q2: 1,539 shares; 2025Q3: 1,526 shares; 2025Q4: 1,497 shares; 2026Q1: 1,450 shares; 2026Q2: 1,430 shares 1,430 $747K 0.17% -20 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: 12,922 shares; 2024Q4: 11,190 shares; 2025Q1: 11,110 shares; 2025Q2: 8,505 shares; 2025Q3: 8,433 shares; 2025Q4: 8,104 shares; 2026Q1: 8,068 shares; 2026Q2: 7,668 shares 7,668 $686K 0.15% -400 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: 9,492 shares; 2024Q4: 8,814 shares; 2025Q1: 8,390 shares; 2025Q2: 8,414 shares; 2025Q3: 7,256 shares; 2025Q4: 7,255 shares; 2026Q1: 4,225 shares; 2026Q2: 3,916 shares 3,916 $649K 0.15% -309 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,680 shares; 2026Q2: 6,509 shares 6,509 $646K 0.15% -171 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,415 shares; 2024Q4: 33,967 shares; 2025Q1: 34,462 shares; 2025Q2: 34,467 shares; 2025Q3: 34,417 shares; 2025Q4: 32,334 shares; 2026Q1: 30,390 shares; 2026Q2: 28,628 shares 28,628 $640K 0.14% -1,762 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 1,860 shares; 2025Q4: 1,910 shares; 2026Q1: 3,166 shares; 2026Q2: 3,030 shares 3,030 $621K 0.14% -136 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,412 shares; 2024Q4: 14,412 shares; 2025Q1: 14,412 shares; 2025Q2: 14,412 shares; 2025Q3: 14,256 shares; 2025Q4: 12,860 shares; 2026Q1: 12,328 shares; 2026Q2: 11,962 shares 11,962 $620K 0.14% -366 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,753 shares; 2024Q4: 28,670 shares; 2025Q1: 28,640 shares; 2025Q2: 28,487 shares; 2025Q3: 28,234 shares; 2025Q4: 27,388 shares; 2026Q1: 26,967 shares; 2026Q2: 25,152 shares 25,152 $617K 0.14% -1,815 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,860 shares; 2025Q3: 8,975 shares; 2025Q4: 8,918 shares; 2026Q1: 8,793 shares; 2026Q2: 8,418 shares 8,418 $607K 0.14% -375 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE 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: 3,895 shares; 2026Q2: 3,802 shares 3,802 $596K 0.13% -93 Timeline FXAIX FIDELITY 500 INDEX FUND More: the full row for FIDELITY 500 INDEX FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,294 shares; 2024Q4: 2,335 shares; 2025Q1: 2,349 shares; 2025Q2: 2,363 shares; 2025Q3: 2,304 shares; 2025Q4: 2,317 shares; 2026Q1: 2,323 shares; 2026Q2: 2,273 shares 2,273 $594K 0.13% -50 Timeline Fidelity New Markets Income Fidelity New Markets Income More: the full row for Fidelity New Markets Income Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,262 shares; 2024Q4: 42,394 shares; 2025Q1: 42,463 shares; 2025Q2: 42,286 shares; 2025Q3: 42,352 shares; 2025Q4: 42,431 shares; 2026Q1: 41,629 shares; 2026Q2: 41,695 shares 41,695 $586K 0.13% +66 OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,063 shares; 2024Q4: 8,077 shares; 2025Q1: 8,117 shares; 2025Q2: 8,167 shares; 2025Q3: 8,193 shares; 2025Q4: 8,193 shares; 2026Q1: 8,083 shares; 2026Q2: 7,743 shares 7,743 $554K 0.12% -340 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,450 shares; 2024Q4: 22,930 shares; 2025Q1: 23,115 shares; 2025Q2: 22,965 shares; 2025Q3: 22,733 shares; 2025Q4: 22,848 shares; 2026Q1: 22,272 shares; 2026Q2: 21,307 shares 21,307 $538K 0.12% -965 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,693 shares; 2024Q4: 4,628 shares; 2025Q1: 4,523 shares; 2025Q2: 4,523 shares; 2025Q3: 4,468 shares; 2025Q4: 4,233 shares; 2026Q1: 4,188 shares; 2026Q2: 3,706 shares 3,706 $536K 0.12% -482 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,343 shares; 2024Q4: 3,343 shares; 2025Q1: 3,343 shares; 2025Q2: 3,343 shares; 2025Q3: 3,335 shares; 2025Q4: 3,083 shares; 2026Q1: 3,065 shares; 2026Q2: 2,965 shares 2,965 $515K 0.12% -100 Timeline BNY Mellon Small Cap Stock … BNY Mellon Small Cap Stock Ind More: the full row for BNY Mellon Small Cap Stock Ind Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,412 shares; 2024Q4: 17,842 shares; 2025Q1: 17,638 shares; 2025Q2: 17,454 shares; 2025Q3: 17,274 shares; 2025Q4: 19,861 shares; 2026Q1: 19,861 shares; 2026Q2: 18,730 shares 18,730 $513K 0.12% -1,131 FIG FIGMA INC More: the full row for FIGMA 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: 27,950 shares; 2026Q2: 26,990 shares 26,990 $488K 0.11% -960 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,434 shares; 2024Q4: 1,434 shares; 2025Q1: 1,434 shares; 2025Q2: 1,414 shares; 2025Q3: 1,405 shares; 2025Q4: 1,317 shares; 2026Q1: 1,309 shares; 2026Q2: 1,229 shares 1,229 $488K 0.11% -80 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,519 shares; 2024Q4: 17,519 shares; 2025Q1: 17,519 shares; 2025Q2: 17,519 shares; 2025Q3: 17,318 shares; 2025Q4: 14,746 shares; 2026Q1: 13,984 shares; 2026Q2: 10,267 shares 10,267 $463K 0.1% -3,717 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,021 shares; 2024Q4: 7,747 shares; 2025Q1: 7,784 shares; 2025Q2: 7,720 shares; 2025Q3: 7,762 shares; 2025Q4: 7,382 shares; 2026Q1: 7,195 shares; 2026Q2: 6,775 shares 6,775 $459K 0.1% -420 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: 11,490 shares; 2024Q4: 11,472 shares; 2025Q1: 11,475 shares; 2025Q2: 11,402 shares; 2025Q3: 11,216 shares; 2025Q4: 11,452 shares; 2026Q1: 10,675 shares; 2026Q2: 10,798 shares 10,798 $457K 0.1% +123 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: 15,385 shares 15,385 $440K 0.1% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,784 shares; 2024Q4: 4,271 shares; 2025Q1: 4,275 shares; 2025Q2: 4,280 shares; 2025Q3: 4,274 shares; 2025Q4: 4,075 shares; 2026Q1: 4,036 shares; 2026Q2: 3,941 shares 3,941 $436K 0.1% -95 Timeline CTBI COMMUNITY TR BANCORP INC More: the full row for COMMUNITY TR BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,826 shares; 2024Q4: 6,826 shares; 2025Q1: 6,826 shares; 2025Q2: 6,826 shares; 2025Q3: 6,809 shares; 2025Q4: 6,312 shares; 2026Q1: 6,252 shares; 2026Q2: 5,964 shares 5,964 $432K 0.1% -288 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,586 shares; 2024Q4: 21,540 shares; 2025Q1: 21,676 shares; 2025Q2: 21,810 shares; 2025Q3: 21,662 shares; 2025Q4: 20,339 shares; 2026Q1: 20,099 shares; 2026Q2: 19,893 shares 19,893 $426K 0.1% -206 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: 8,942 shares; 2024Q4: 8,840 shares; 2025Q1: 8,832 shares; 2025Q2: 8,629 shares; 2025Q3: 7,510 shares; 2025Q4: 7,562 shares; 2026Q1: 7,546 shares; 2026Q2: 7,378 shares 7,378 $425K 0.1% -168 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: 6,530 shares; 2024Q4: 6,370 shares; 2025Q1: 6,345 shares; 2025Q2: 6,345 shares; 2025Q3: 6,325 shares; 2025Q4: 5,763 shares; 2026Q1: 5,693 shares; 2026Q2: 5,336 shares 5,336 $408K 0.09% -357 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,506 shares; 2024Q4: 5,580 shares; 2025Q1: 5,650 shares; 2025Q2: 5,725 shares; 2025Q3: 5,730 shares; 2025Q4: 5,655 shares; 2026Q1: 5,560 shares; 2026Q2: 5,355 shares 5,355 $393K 0.09% -205 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: 3,238 shares; 2024Q4: 3,299 shares; 2025Q1: 3,271 shares; 2025Q2: 3,238 shares; 2025Q3: 3,532 shares; 2025Q4: 3,416 shares; 2026Q1: 3,103 shares; 2026Q2: 3,043 shares 3,043 $391K 0.09% -60 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: 1,877 shares; 2024Q4: 1,877 shares; 2025Q1: 1,877 shares; 2025Q2: 1,877 shares; 2025Q3: 1,877 shares; 2025Q4: 1,852 shares; 2026Q1: 1,827 shares; 2026Q2: 1,707 shares 1,707 $380K 0.09% -120 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,762 shares; 2024Q4: 4,763 shares; 2025Q1: 4,764 shares; 2025Q2: 4,764 shares; 2025Q3: 4,765 shares; 2025Q4: 4,766 shares; 2026Q1: 4,742 shares; 2026Q2: 4,718 shares 4,718 $364K 0.08% -24 Timeline MAVF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,672 shares; 2025Q2: 2,672 shares; 2025Q3: 2,672 shares; 2025Q4: 2,672 shares; 2026Q1: 2,672 shares; 2026Q2: 2,672 shares 2,672 $362K 0.08% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,113 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,098 shares; 2025Q3: 1,096 shares; 2025Q4: 1,046 shares; 2026Q1: 1,033 shares; 2026Q2: 995 shares 995 $351K 0.08% -38 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,457 shares; 2024Q4: 1,239 shares; 2025Q1: 994 shares; 2025Q2: 994 shares; 2025Q3: 989 shares; 2025Q4: 918 shares; 2026Q1: 908 shares; 2026Q2: 871 shares 871 $350K 0.08% -37 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,828 shares; 2025Q4: 1,689 shares; 2026Q1: 1,655 shares; 2026Q2: 1,651 shares 1,651 $340K 0.08% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 341 shares; 2026Q2: 2,811 shares 2,811 $336K 0.08% +2,470 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,285 shares; 2024Q4: 30,285 shares; 2025Q1: 30,285 shares; 2025Q2: 30,285 shares; 2025Q3: 30,285 shares; 2025Q4: 37,098 shares; 2026Q1: 24,961 shares; 2026Q2: 24,961 shares 24,961 $335K 0.08% 0 Timeline FDXF FEDEX FGHT HLDG CO INC More: the full row for FEDEX FGHT HLDG CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,959 shares 1,959 $296K 0.07% new 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: 3,523 shares; 2024Q4: 526 shares; 2025Q1: not reported; 2025Q2: 666 shares; 2025Q3: 641 shares; 2025Q4: 690 shares; 2026Q1: 682 shares; 2026Q2: 682 shares 682 $287K 0.06% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,727 shares; 2024Q4: 26,975 shares; 2025Q1: 27,185 shares; 2025Q2: 27,420 shares; 2025Q3: 27,365 shares; 2025Q4: 27,024 shares; 2026Q1: 26,653 shares; 2026Q2: 10,783 shares 10,783 $286K 0.06% -15,870 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: 2,240 shares; 2024Q4: 2,250 shares; 2025Q1: 2,240 shares; 2025Q2: 2,240 shares; 2025Q3: 2,232 shares; 2025Q4: 2,094 shares; 2026Q1: 2,067 shares; 2026Q2: 2,027 shares 2,027 $277K 0.06% -40 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 235 shares 235 $271K 0.06% 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: 557 shares; 2024Q4: 547 shares; 2025Q1: 393 shares; 2025Q2: 391 shares; 2025Q3: 386 shares; 2025Q4: 387 shares; 2026Q1: 376 shares; 2026Q2: 361 shares 361 $270K 0.06% -15 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,226 shares; 2024Q4: 18,175 shares; 2025Q1: 12,610 shares; 2025Q2: 13,043 shares; 2025Q3: 10,901 shares; 2025Q4: 10,915 shares; 2026Q1: 10,013 shares; 2026Q2: 9,140 shares 9,140 $269K 0.06% -873 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,541 shares; 2024Q4: 6,582 shares; 2025Q1: 6,592 shares; 2025Q2: 6,592 shares; 2025Q3: 6,576 shares; 2025Q4: 6,243 shares; 2026Q1: 6,038 shares; 2026Q2: 5,538 shares 5,538 $269K 0.06% -500 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,073 shares; 2024Q4: 1,051 shares; 2025Q1: 1,043 shares; 2025Q2: 998 shares; 2025Q3: 998 shares; 2025Q4: 998 shares; 2026Q1: 998 shares; 2026Q2: 908 shares 908 $266K 0.06% -90 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,024 shares; 2024Q4: 2,131 shares; 2025Q1: 5,119 shares; 2025Q2: 5,038 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,663 shares 1,663 $264K 0.06% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,721 shares 2,721 $260K 0.06% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,404 shares; 2024Q4: 7,414 shares; 2025Q1: 7,479 shares; 2025Q2: 7,504 shares; 2025Q3: 7,494 shares; 2025Q4: 6,249 shares; 2026Q1: 6,094 shares; 2026Q2: 5,989 shares 5,989 $259K 0.06% -105 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: 922 shares; 2026Q2: 944 shares 944 $253K 0.06% +22 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: 5,131 shares; 2025Q2: 5,068 shares; 2025Q3: 5,226 shares; 2025Q4: 4,732 shares; 2026Q1: 4,756 shares; 2026Q2: 4,421 shares 4,421 $252K 0.06% -335 Timeline Fidelity Small Cap Index Pr… Fidelity Small Cap Index Premi More: the full row for Fidelity Small Cap Index Premi Quarterly shares; oldest to newest; 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: 6,422 shares; 2026Q2: 6,404 shares 6,404 $243K 0.05% -18 CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,487 shares; 2024Q4: 1,487 shares; 2025Q1: 1,487 shares; 2025Q2: 1,487 shares; 2025Q3: 1,481 shares; 2025Q4: 1,369 shares; 2026Q1: 1,355 shares; 2026Q2: 1,297 shares 1,297 $240K 0.05% -58 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,695 shares; 2024Q4: 5,666 shares; 2025Q1: 5,277 shares; 2025Q2: 5,277 shares; 2025Q3: 5,259 shares; 2025Q4: 4,798 shares; 2026Q1: 4,755 shares; 2026Q2: 4,575 shares 4,575 $238K 0.05% -180 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 721 shares; 2024Q4: 721 shares; 2025Q1: 721 shares; 2025Q2: 721 shares; 2025Q3: 717 shares; 2025Q4: 622 shares; 2026Q1: 611 shares; 2026Q2: 588 shares 588 $237K 0.05% -23 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,308 shares; 2024Q4: 2,308 shares; 2025Q1: 2,308 shares; 2025Q2: 2,308 shares; 2025Q3: 2,308 shares; 2025Q4: 2,308 shares; 2026Q1: 2,288 shares; 2026Q2: 2,153 shares 2,153 $235K 0.05% -135 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,328 shares; 2025Q2: 18,541 shares; 2025Q3: 18,697 shares; 2025Q4: 19,453 shares; 2026Q1: 19,553 shares; 2026Q2: 19,710 shares 19,710 $231K 0.05% +157 Timeline Fidelity Mid Cap Index Fidelity Mid Cap Index More: the full row for Fidelity Mid Cap Index Quarterly shares; oldest to newest; 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: 5,412 shares 5,412 $230K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 460 shares; 2026Q2: 460 shares 460 $230K 0.05% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,011 shares; 2026Q1: 4,292 shares; 2026Q2: 4,292 shares 4,292 $228K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 587 shares; 2026Q1: not reported; 2026Q2: 587 shares 587 $222K 0.05% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,712 shares; 2025Q3: 2,712 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares; 2026Q2: 2,712 shares 2,712 $217K 0.05% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 562 shares; 2024Q4: 565 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 530 shares; 2026Q2: 530 shares 530 $216K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: not reported; 2026Q2: 179 shares 179 $215K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,143 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,951 shares 2,951 $212K 0.05% new 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: not reported; 2025Q4: 610 shares; 2026Q1: not reported; 2026Q2: 625 shares 625 $211K 0.05% new Timeline HY HYSTER-YALE INC More: the full row for HYSTER-YALE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,159 shares; 2024Q4: 10,859 shares; 2025Q1: 13,189 shares; 2025Q2: 15,621 shares; 2025Q3: 15,629 shares; 2025Q4: 14,479 shares; 2026Q1: 10,033 shares; 2026Q2: 5,942 shares 5,942 $208K 0.05% -4,091 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 844 shares; 2026Q2: 783 shares 783 $204K 0.05% -61 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: 15,726 shares; 2024Q4: 14,431 shares; 2025Q1: 14,061 shares; 2025Q2: 13,959 shares; 2025Q3: 9,877 shares; 2025Q4: 9,655 shares; 2026Q1: 8,382 shares; 2026Q2: 8,310 shares 8,310 $200K 0.04% -72 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,679 shares; 2025Q2: 16,217 shares; 2025Q3: 16,375 shares; 2025Q4: 16,597 shares; 2026Q1: 16,708 shares; 2026Q2: 16,877 shares 16,877 $156K 0.03% +169 Timeline NEWT NEWTEKONE INC More: the full row for NEWTEKONE 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: 10,754 shares; 2026Q2: 10,254 shares 10,254 $152K 0.03% -500 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,643 shares; 2026Q2: 10,643 shares 10,643 $127K 0.03% 0 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,181 shares; 2024Q4: 10,181 shares; 2025Q1: 10,181 shares; 2025Q2: 10,181 shares; 2025Q3: 10,181 shares; 2025Q4: 10,181 shares; 2026Q1: 10,181 shares; 2026Q2: 10,181 shares 10,181 $125K 0.03% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 19,000 shares 19,000 $109K 0.02% -1,000 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT 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: 10,183 shares 10,183 $103K 0.02% new Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; 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: 11,130 shares 11,130 $85.4K 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,400 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 15,800 shares; 2025Q4: 15,650 shares; 2026Q1: 15,650 shares; 2026Q2: 13,850 shares 13,850 $65.5K 0.01% -1,800 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,585 shares; 2024Q4: 19,585 shares; 2025Q1: 19,585 shares; 2025Q2: 19,585 shares; 2025Q3: 19,585 shares; 2025Q4: 19,586 shares; 2026Q1: 19,586 shares; 2026Q2: 19,586 shares 19,586 $47.4K 0.01% 0 Timeline AUTL AUTOLUS THERAPEUTICS LTD More: the full row for AUTOLUS THERAPEUTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares; 2026Q2: 14,000 shares 14,000 $22.4K 0.01% -1,000 Timeline RWAX TAP REAL ESTATE TECHNOLOGIES, More: the full row for TAP REAL ESTATE TECHNOLOGIES, Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares; 2026Q2: 20,000 shares 20,000 $4 <0.01% 0 Timeline Airtech Inlt Group Reg Revo… Airtech Inlt Group Reg Revoked More: the full row for Airtech Inlt Group Reg Revoked Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,000 shares; 2024Q4: 350,000 shares; 2025Q1: 350,000 shares; 2025Q2: 350,000 shares; 2025Q3: 350,000 shares; 2025Q4: 350,000 shares; 2026Q1: 350,000 shares; 2026Q2: 350,000 shares 350,000 $0 0% 0 Value filed as zero, left out of ratios.