MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 73,175 shares; 2023Q4: 73,729 shares; 2024Q1: 74,162 shares; 2024Q2: 72,733 shares; 2024Q3: 70,880 shares; 2024Q4: 71,899 shares; 2025Q1: 72,539 shares; 2025Q2: 71,967 shares 71,967 $35.8M 5.34% -572 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; 2023Q3: 33,373 shares; 2023Q4: 33,840 shares; 2024Q1: 33,245 shares; 2024Q2: 34,827 shares; 2024Q3: 34,546 shares; 2024Q4: 35,233 shares; 2025Q1: 37,404 shares; 2025Q2: 37,090 shares 37,090 $24.6M 3.67% -314 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; 2023Q3: 106,822 shares; 2023Q4: 106,138 shares; 2024Q1: 108,620 shares; 2024Q2: 105,635 shares; 2024Q3: 102,758 shares; 2024Q4: 100,626 shares; 2025Q1: 99,435 shares; 2025Q2: 99,253 shares 99,253 $21.8M 3.25% -182 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 127,493 shares; 2023Q4: 126,080 shares; 2024Q1: 128,381 shares; 2024Q2: 123,013 shares; 2024Q3: 119,099 shares; 2024Q4: 119,299 shares; 2025Q1: 118,006 shares; 2025Q2: 116,505 shares 116,505 $20.5M 3.06% -1,501 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 479,374 shares; 2023Q4: 476,871 shares; 2024Q1: 480,374 shares; 2024Q2: 474,205 shares; 2024Q3: 460,903 shares; 2024Q4: 456,151 shares; 2025Q1: 453,317 shares; 2025Q2: 441,635 shares 441,635 $17.5M 2.61% -11,682 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; 2023Q3: 39,839 shares; 2023Q4: 39,407 shares; 2024Q1: 39,955 shares; 2024Q2: 38,382 shares; 2024Q3: 36,724 shares; 2024Q4: 31,609 shares; 2025Q1: 31,317 shares; 2025Q2: 30,692 shares 30,692 $14.9M 2.23% -625 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 12,875 shares; 2024Q4: 12,636 shares; 2025Q1: 12,444 shares; 2025Q2: 12,231 shares 12,231 $12.8M 1.92% -213 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 88,929 shares; 2023Q4: 92,834 shares; 2024Q1: 94,135 shares; 2024Q2: 98,320 shares; 2024Q3: 97,527 shares; 2024Q4: 97,960 shares; 2025Q1: 100,086 shares; 2025Q2: 100,023 shares 100,023 $12.7M 1.9% -63 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 273,206 shares; 2023Q4: 276,663 shares; 2024Q1: 290,838 shares; 2024Q2: 294,632 shares; 2024Q3: 303,141 shares; 2024Q4: 305,939 shares; 2025Q1: 309,169 shares; 2025Q2: 325,525 shares 325,525 $12.4M 1.84% +16,356 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 9,380 shares; 2024Q1: 84,917 shares; 2024Q2: 121,457 shares; 2024Q3: 158,843 shares; 2024Q4: 188,370 shares; 2025Q1: 205,914 shares; 2025Q2: 222,550 shares 222,550 $12.1M 1.81% +16,636 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,335 shares; 2023Q4: 13,991 shares; 2024Q1: 13,942 shares; 2024Q2: 13,618 shares; 2024Q3: 13,194 shares; 2024Q4: 11,651 shares; 2025Q1: 11,498 shares; 2025Q2: 11,308 shares 11,308 $11.6M 1.74% -190 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,539 shares; 2023Q4: 18,215 shares; 2024Q1: 17,593 shares; 2024Q2: 16,424 shares; 2024Q3: 13,442 shares; 2024Q4: 13,238 shares; 2025Q1: 13,068 shares; 2025Q2: 12,683 shares 12,683 $11.4M 1.7% -385 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; 2023Q3: 22,682 shares; 2023Q4: 22,152 shares; 2024Q1: 21,845 shares; 2024Q2: 20,769 shares; 2024Q3: 20,296 shares; 2024Q4: 20,265 shares; 2025Q1: 20,031 shares; 2025Q2: 19,852 shares 19,852 $11.2M 1.68% -179 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,750 shares; 2023Q4: 27,347 shares; 2024Q1: 27,485 shares; 2024Q2: 29,046 shares; 2024Q3: 29,905 shares; 2024Q4: 35,611 shares; 2025Q1: 40,351 shares; 2025Q2: 44,069 shares 44,069 $10.9M 1.63% +3,718 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 46,500 shares; 2023Q4: 45,725 shares; 2024Q1: 45,079 shares; 2024Q2: 43,191 shares; 2024Q3: 41,130 shares; 2024Q4: 40,567 shares; 2025Q1: 39,901 shares; 2025Q2: 39,104 shares 39,104 $10.7M 1.59% -797 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,494 shares; 2023Q4: 24,402 shares; 2024Q1: 24,606 shares; 2024Q2: 26,793 shares; 2024Q3: 28,406 shares; 2024Q4: 31,898 shares; 2025Q1: 34,595 shares; 2025Q2: 35,523 shares 35,523 $9.95M 1.48% +928 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,587 shares; 2023Q4: 23,830 shares; 2024Q1: 23,962 shares; 2024Q2: 24,599 shares; 2024Q3: 24,526 shares; 2024Q4: 24,723 shares; 2025Q1: 25,710 shares; 2025Q2: 27,449 shares 27,449 $9.95M 1.48% +1,739 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 127,260 shares; 2023Q4: 126,976 shares; 2024Q1: 114,332 shares; 2024Q2: 105,854 shares; 2024Q3: 99,045 shares; 2024Q4: 94,387 shares; 2025Q1: 91,442 shares; 2025Q2: 88,647 shares 88,647 $9.69M 1.45% -2,795 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; 2023Q3: 37,435 shares; 2023Q4: 36,963 shares; 2024Q1: 36,504 shares; 2024Q2: 36,138 shares; 2024Q3: 34,170 shares; 2024Q4: 34,112 shares; 2025Q1: 33,325 shares; 2025Q2: 32,762 shares 32,762 $9.5M 1.42% -563 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; 2023Q3: 51,258 shares; 2023Q4: 53,380 shares; 2024Q1: 52,866 shares; 2024Q2: 53,335 shares; 2024Q3: 51,836 shares; 2024Q4: 50,730 shares; 2025Q1: 51,528 shares; 2025Q2: 50,313 shares 50,313 $8.6M 1.28% -1,215 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 25,780 shares; 2023Q4: 25,530 shares; 2024Q1: 29,209 shares; 2024Q2: 28,294 shares; 2024Q3: 29,784 shares; 2024Q4: 29,664 shares; 2025Q1: 29,613 shares; 2025Q2: 29,276 shares 29,276 $8.43M 1.26% -337 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 69,947 shares; 2023Q4: 68,425 shares; 2024Q1: 68,487 shares; 2024Q2: 68,627 shares; 2024Q3: 66,694 shares; 2024Q4: 65,119 shares; 2025Q1: 64,485 shares; 2025Q2: 63,212 shares 63,212 $8.43M 1.26% -1,273 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 7,494 shares; 2024Q1: 68,231 shares; 2024Q2: 98,664 shares; 2024Q3: 128,205 shares; 2024Q4: 153,323 shares; 2025Q1: 170,720 shares; 2025Q2: 188,609 shares 188,609 $8.03M 1.2% +17,889 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 157,790 shares; 2023Q4: 142,234 shares; 2024Q1: 141,804 shares; 2024Q2: 124,804 shares; 2024Q3: 124,804 shares; 2024Q4: 124,804 shares; 2025Q1: 124,804 shares; 2025Q2: 124,804 shares 124,804 $7.82M 1.17% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 59,575 shares; 2023Q4: 63,848 shares; 2024Q1: 69,422 shares; 2024Q2: 74,331 shares; 2024Q3: 79,305 shares; 2024Q4: 83,394 shares; 2025Q1: 95,550 shares; 2025Q2: 102,545 shares 102,545 $7.68M 1.15% +6,995 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 29,987 shares; 2023Q4: 29,308 shares; 2024Q1: 29,378 shares; 2024Q2: 27,752 shares; 2024Q3: 26,441 shares; 2024Q4: 33,033 shares; 2025Q1: 31,740 shares; 2025Q2: 35,149 shares 35,149 $7.21M 1.08% +3,409 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; 2023Q3: 46,539 shares; 2023Q4: 45,177 shares; 2024Q1: 44,366 shares; 2024Q2: 43,888 shares; 2024Q3: 41,191 shares; 2024Q4: 37,775 shares; 2025Q1: 36,813 shares; 2025Q2: 34,927 shares 34,927 $6.89M 1.03% -1,886 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 83,848 shares; 2023Q4: 82,397 shares; 2024Q1: 83,843 shares; 2024Q2: 81,955 shares; 2024Q3: 74,072 shares; 2024Q4: 66,923 shares; 2025Q1: 66,240 shares; 2025Q2: 68,910 shares 68,910 $6.84M 1.02% +2,670 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 62,339 shares; 2023Q4: 60,835 shares; 2024Q1: 59,310 shares; 2024Q2: 54,900 shares; 2024Q3: 50,856 shares; 2024Q4: 42,444 shares; 2025Q1: 41,211 shares; 2025Q2: 27,564 shares 27,564 $6.49M 0.97% -13,647 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 38,443 shares; 2023Q4: 38,480 shares; 2024Q1: not reported; 2024Q2: 42,910 shares; 2024Q3: 42,352 shares; 2024Q4: 44,175 shares; 2025Q1: 44,112 shares; 2025Q2: 43,362 shares 43,362 $6.33M 0.95% -750 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 63,000 shares; 2025Q1: 72,722 shares; 2025Q2: 118,577 shares 118,577 $6.09M 0.91% +45,855 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 17,667 shares; 2023Q4: 17,336 shares; 2024Q1: 20,649 shares; 2024Q2: 21,122 shares; 2024Q3: 21,149 shares; 2024Q4: 22,822 shares; 2025Q1: 23,796 shares; 2025Q2: 25,074 shares 25,074 $5.84M 0.87% +1,278 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; 2023Q3: 8,970 shares; 2023Q4: 19,366 shares; 2024Q1: 19,584 shares; 2024Q2: 23,462 shares; 2024Q3: 26,765 shares; 2024Q4: 28,362 shares; 2025Q1: 31,071 shares; 2025Q2: 32,423 shares 32,423 $5.72M 0.85% +1,352 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 36,836 shares; 2023Q4: 36,702 shares; 2024Q1: 147,347 shares; 2024Q2: 128,628 shares; 2024Q3: 112,196 shares; 2024Q4: 98,694 shares; 2025Q1: 94,408 shares; 2025Q2: 87,859 shares 87,859 $5.45M 0.81% -6,549 Timeline MYCI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32,628 shares; 2025Q1: 150,332 shares; 2025Q2: 213,531 shares 213,531 $5.33M 0.8% +63,199 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 37,740 shares; 2023Q4: 37,090 shares; 2024Q1: 37,440 shares; 2024Q2: 36,812 shares; 2024Q3: 46,627 shares; 2024Q4: 46,333 shares; 2025Q1: 46,108 shares; 2025Q2: 46,147 shares 46,147 $5.12M 0.76% +39 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; 2023Q3: 18,037 shares; 2023Q4: 17,646 shares; 2024Q1: 17,412 shares; 2024Q2: 16,242 shares; 2024Q3: 15,715 shares; 2024Q4: 14,959 shares; 2025Q1: 14,191 shares; 2025Q2: 13,948 shares 13,948 $5.11M 0.76% -243 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 33,098 shares; 2025Q1: 141,320 shares; 2025Q2: 199,036 shares 199,036 $4.98M 0.74% +57,716 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,126 shares; 2023Q4: 24,232 shares; 2024Q1: 24,704 shares; 2024Q2: 24,503 shares; 2024Q3: 24,336 shares; 2024Q4: 24,382 shares; 2025Q1: 25,147 shares; 2025Q2: 25,045 shares 25,045 $4.88M 0.73% -102 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,110 shares; 2023Q4: 17,573 shares; 2024Q1: 17,563 shares; 2024Q2: 17,420 shares; 2024Q3: 18,526 shares; 2024Q4: 18,588 shares; 2025Q1: 18,826 shares; 2025Q2: 19,899 shares 19,899 $4.85M 0.72% +1,073 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; 2023Q3: 148,354 shares; 2023Q4: 143,280 shares; 2024Q1: 152,785 shares; 2024Q2: 150,183 shares; 2024Q3: 146,970 shares; 2024Q4: 117,880 shares; 2025Q1: 130,312 shares; 2025Q2: 133,668 shares 133,668 $4.77M 0.71% +3,356 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,493 shares; 2023Q4: 17,586 shares; 2024Q1: 16,956 shares; 2024Q2: 15,514 shares; 2024Q3: 14,614 shares; 2024Q4: 14,333 shares; 2025Q1: 13,791 shares; 2025Q2: 13,081 shares 13,081 $4.64M 0.69% -710 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,244 shares; 2023Q4: 17,844 shares; 2024Q1: 17,770 shares; 2024Q2: 17,225 shares; 2024Q3: 16,871 shares; 2024Q4: 16,925 shares; 2025Q1: 16,742 shares; 2025Q2: 16,466 shares 16,466 $4.6M 0.69% -276 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; 2023Q3: 56,141 shares; 2023Q4: 42,814 shares; 2024Q1: 42,561 shares; 2024Q2: 40,430 shares; 2024Q3: 38,913 shares; 2024Q4: 43,131 shares; 2025Q1: 42,860 shares; 2025Q2: 36,091 shares 36,091 $4.48M 0.67% -6,769 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; 2023Q3: 31,703 shares; 2023Q4: 30,293 shares; 2024Q1: 30,310 shares; 2024Q2: 29,943 shares; 2024Q3: 29,393 shares; 2024Q4: 29,179 shares; 2025Q1: 28,857 shares; 2025Q2: 28,085 shares 28,085 $4.47M 0.67% -772 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 14,212 shares; 2023Q4: 14,674 shares; 2024Q1: 14,674 shares; 2024Q2: 16,140 shares; 2024Q3: 16,500 shares; 2024Q4: 17,461 shares; 2025Q1: 18,590 shares; 2025Q2: 20,170 shares 20,170 $4.42M 0.66% +1,580 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; 2023Q3: 61,791 shares; 2023Q4: 61,640 shares; 2024Q1: 61,858 shares; 2024Q2: 59,591 shares; 2024Q3: 57,907 shares; 2024Q4: 57,630 shares; 2025Q1: 57,322 shares; 2025Q2: 55,616 shares 55,616 $4.4M 0.66% -1,706 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 54,121 shares; 2023Q4: 53,269 shares; 2024Q1: 59,284 shares; 2024Q2: 57,839 shares; 2024Q3: 55,868 shares; 2024Q4: 56,337 shares; 2025Q1: 56,740 shares; 2025Q2: 56,901 shares 56,901 $4.24M 0.63% +161 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 61,810 shares; 2023Q4: 62,588 shares; 2024Q1: 66,432 shares; 2024Q2: 67,062 shares; 2024Q3: 67,373 shares; 2024Q4: 68,129 shares; 2025Q1: 69,407 shares; 2025Q2: 70,571 shares 70,571 $4.24M 0.63% +1,164 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; 2023Q3: 2,005 shares; 2023Q4: 1,860 shares; 2024Q1: 2,060 shares; 2024Q2: 2,223 shares; 2024Q3: 2,243 shares; 2024Q4: 2,465 shares; 2025Q1: 2,992 shares; 2025Q2: 4,152 shares 4,152 $4.11M 0.61% +1,160 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 233,066 shares; 2023Q4: 216,128 shares; 2024Q1: 208,040 shares; 2024Q2: 203,669 shares; 2024Q3: 194,567 shares; 2024Q4: 192,770 shares; 2025Q1: 192,852 shares; 2025Q2: 187,366 shares 187,366 $3.92M 0.59% -5,486 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; 2023Q3: 21,741 shares; 2023Q4: 20,684 shares; 2024Q1: 19,979 shares; 2024Q2: 18,647 shares; 2024Q3: 16,069 shares; 2024Q4: 15,669 shares; 2025Q1: 15,457 shares; 2025Q2: 15,101 shares 15,101 $3.82M 0.57% -356 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,325 shares; 2023Q4: 12,140 shares; 2024Q1: 16,052 shares; 2024Q2: 16,677 shares; 2024Q3: 17,275 shares; 2024Q4: 19,693 shares; 2025Q1: 21,394 shares; 2025Q2: 24,725 shares 24,725 $3.78M 0.56% +3,331 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; 2023Q3: 107,512 shares; 2023Q4: 104,032 shares; 2024Q1: 95,066 shares; 2024Q2: 88,514 shares; 2024Q3: 73,959 shares; 2024Q4: 197,341 shares; 2025Q1: 168,588 shares; 2025Q2: 151,666 shares 151,666 $3.71M 0.55% -16,922 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 47,190 shares; 2023Q4: 45,495 shares; 2024Q1: 45,178 shares; 2024Q2: 44,021 shares; 2024Q3: 43,241 shares; 2024Q4: 42,450 shares; 2025Q1: 41,466 shares; 2025Q2: 40,253 shares 40,253 $3.69M 0.55% -1,213 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,577 shares; 2023Q4: 9,235 shares; 2024Q1: 9,778 shares; 2024Q2: 9,649 shares; 2024Q3: 9,315 shares; 2024Q4: 9,357 shares; 2025Q1: 7,366 shares; 2025Q2: 9,294 shares 9,294 $3.6M 0.54% +1,928 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,891 shares; 2023Q4: 34,204 shares; 2024Q1: 35,274 shares; 2024Q2: 36,355 shares; 2024Q3: 36,320 shares; 2024Q4: 37,679 shares; 2025Q1: 39,368 shares; 2025Q2: 41,026 shares 41,026 $3.58M 0.53% +1,658 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,868 shares; 2023Q4: 33,321 shares; 2024Q1: 43,653 shares; 2024Q2: 47,188 shares; 2024Q3: 55,087 shares; 2024Q4: 61,937 shares; 2025Q1: 67,733 shares; 2025Q2: 77,675 shares 77,675 $3.5M 0.52% +9,942 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; 2023Q3: 35,159 shares; 2023Q4: 35,400 shares; 2024Q1: 35,345 shares; 2024Q2: 34,831 shares; 2024Q3: 34,112 shares; 2024Q4: 33,131 shares; 2025Q1: 32,864 shares; 2025Q2: 32,350 shares 32,350 $3.49M 0.52% -514 Timeline BSCX 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23,824 shares; 2024Q2: 129,535 shares; 2024Q3: 169,842 shares; 2024Q4: 166,792 shares; 2025Q1: 165,950 shares; 2025Q2: 161,506 shares 161,506 $3.42M 0.51% -4,444 Timeline MYCN SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 56,814 shares; 2025Q1: 94,282 shares; 2025Q2: 138,616 shares 138,616 $3.41M 0.51% +44,334 Timeline MYCJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,443 shares; 2025Q1: 47,763 shares; 2025Q2: 135,739 shares 135,739 $3.38M 0.5% +87,976 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,280 shares; 2023Q4: 11,116 shares; 2024Q1: 11,104 shares; 2024Q2: 10,757 shares; 2024Q3: 10,602 shares; 2024Q4: 10,753 shares; 2025Q1: 11,082 shares; 2025Q2: 11,245 shares 11,245 $3.29M 0.49% +163 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; 2023Q3: 57,593 shares; 2023Q4: 57,112 shares; 2024Q1: 56,348 shares; 2024Q2: 55,355 shares; 2024Q3: 53,960 shares; 2024Q4: 53,545 shares; 2025Q1: 51,094 shares; 2025Q2: 49,599 shares 49,599 $3.17M 0.47% -1,495 Timeline BSCV 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; 2023Q3: not reported; 2023Q4: 96,626 shares; 2024Q1: 144,379 shares; 2024Q2: 174,313 shares; 2024Q3: 198,776 shares; 2024Q4: 195,360 shares; 2025Q1: 193,980 shares; 2025Q2: 188,958 shares 188,958 $3.12M 0.47% -5,022 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,466 shares; 2023Q4: 11,210 shares; 2024Q1: 11,210 shares; 2024Q2: 11,122 shares; 2024Q3: 10,944 shares; 2024Q4: 10,890 shares; 2025Q1: 10,830 shares; 2025Q2: 10,528 shares 10,528 $3.07M 0.46% -302 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; 2023Q3: 6,605 shares; 2023Q4: 6,579 shares; 2024Q1: 6,573 shares; 2024Q2: 7,001 shares; 2024Q3: 6,791 shares; 2024Q4: 6,661 shares; 2025Q1: 6,605 shares; 2025Q2: 6,610 shares 6,610 $3.06M 0.46% +5 Timeline BSCW 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 84,500 shares; 2024Q2: 121,395 shares; 2024Q3: 155,180 shares; 2024Q4: 152,747 shares; 2025Q1: 151,820 shares; 2025Q2: 148,401 shares 148,401 $3.06M 0.46% -3,419 Timeline XTWO BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 47,567 shares; 2025Q1: 61,619 shares; 2025Q2: 57,821 shares 57,821 $2.86M 0.43% -3,798 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 81,024 shares; 2023Q4: 82,186 shares; 2024Q1: 82,226 shares; 2024Q2: 81,486 shares; 2024Q3: 78,602 shares; 2024Q4: 76,804 shares; 2025Q1: 75,556 shares; 2025Q2: 61,329 shares 61,329 $2.78M 0.41% -14,227 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,049 shares; 2023Q4: 26,607 shares; 2024Q1: 35,121 shares; 2024Q2: 38,450 shares; 2024Q3: 58,491 shares; 2024Q4: 62,186 shares; 2025Q1: 65,977 shares; 2025Q2: 69,995 shares 69,995 $2.76M 0.41% +4,018 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,913 shares; 2024Q4: 29,076 shares; 2025Q1: 28,496 shares; 2025Q2: 27,541 shares 27,541 $2.68M 0.4% -955 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 33,270 shares; 2023Q4: 32,878 shares; 2024Q1: 32,200 shares; 2024Q2: 31,349 shares; 2024Q3: 30,782 shares; 2024Q4: 29,648 shares; 2025Q1: 29,078 shares; 2025Q2: 28,357 shares 28,357 $2.67M 0.4% -721 Timeline MYCG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,759 shares; 2025Q1: 29,058 shares; 2025Q2: 104,012 shares 104,012 $2.6M 0.39% +74,954 Timeline MYCF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20,016 shares; 2025Q1: 22,682 shares; 2025Q2: 101,977 shares 101,977 $2.56M 0.38% +79,295 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 86,158 shares; 2023Q4: 84,515 shares; 2024Q1: 70,492 shares; 2024Q2: 61,315 shares; 2024Q3: 46,289 shares; 2024Q4: 115,813 shares; 2025Q1: 102,079 shares; 2025Q2: 90,793 shares 90,793 $2.55M 0.38% -11,286 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; 2023Q3: 36,345 shares; 2023Q4: 35,085 shares; 2024Q1: 35,135 shares; 2024Q2: 43,919 shares; 2024Q3: 43,002 shares; 2024Q4: 54,533 shares; 2025Q1: 54,673 shares; 2025Q2: 54,893 shares 54,893 $2.54M 0.38% +220 Timeline XONE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,681 shares; 2023Q4: 18,878 shares; 2024Q1: 29,449 shares; 2024Q2: 35,715 shares; 2024Q3: 40,410 shares; 2024Q4: 53,642 shares; 2025Q1: 55,922 shares; 2025Q2: 50,949 shares 50,949 $2.53M 0.38% -4,973 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; 2023Q3: 10,446 shares; 2023Q4: 10,327 shares; 2024Q1: 9,947 shares; 2024Q2: 10,108 shares; 2024Q3: 9,702 shares; 2024Q4: 9,440 shares; 2025Q1: 9,182 shares; 2025Q2: 8,120 shares 8,120 $2.47M 0.37% -1,062 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 44,102 shares; 2023Q4: 42,487 shares; 2024Q1: 41,392 shares; 2024Q2: 38,587 shares; 2024Q3: 38,061 shares; 2024Q4: 37,541 shares; 2025Q1: 36,936 shares; 2025Q2: 34,857 shares 34,857 $2.45M 0.37% -2,079 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 24,350 shares; 2023Q4: 23,273 shares; 2024Q1: 22,536 shares; 2024Q2: 21,977 shares; 2024Q3: 21,283 shares; 2024Q4: 21,888 shares; 2025Q1: 20,431 shares; 2025Q2: 18,502 shares 18,502 $2.44M 0.36% -1,929 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,309 shares; 2023Q4: 38,671 shares; 2024Q1: 36,700 shares; 2024Q2: 35,699 shares; 2024Q3: 35,076 shares; 2024Q4: 33,997 shares; 2025Q1: 32,871 shares; 2025Q2: 31,955 shares 31,955 $2.37M 0.35% -916 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 34,291 shares; 2023Q4: 33,350 shares; 2024Q1: 32,718 shares; 2024Q2: 32,178 shares; 2024Q3: 31,544 shares; 2024Q4: 31,164 shares; 2025Q1: 30,925 shares; 2025Q2: 30,156 shares 30,156 $2.34M 0.35% -769 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; 2023Q3: 12,660 shares; 2023Q4: 12,465 shares; 2024Q1: 12,180 shares; 2024Q2: 11,627 shares; 2024Q3: 11,201 shares; 2024Q4: 10,817 shares; 2025Q1: 10,602 shares; 2025Q2: 10,521 shares 10,521 $2.33M 0.35% -81 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,981 shares; 2023Q4: 5,655 shares; 2024Q1: 5,507 shares; 2024Q2: 5,344 shares; 2024Q3: 5,055 shares; 2024Q4: 4,888 shares; 2025Q1: 4,742 shares; 2025Q2: 4,548 shares 4,548 $2.28M 0.34% -194 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; 2023Q3: 66,994 shares; 2023Q4: 63,559 shares; 2024Q1: 61,579 shares; 2024Q2: 58,312 shares; 2024Q3: 55,221 shares; 2024Q4: 53,925 shares; 2025Q1: 51,529 shares; 2025Q2: 48,105 shares 48,105 $2.28M 0.34% -3,424 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,922 shares; 2023Q4: 29,554 shares; 2024Q1: 29,761 shares; 2024Q2: 30,495 shares; 2024Q3: 23,357 shares; 2024Q4: 25,120 shares; 2025Q1: 28,232 shares; 2025Q2: 36,344 shares 36,344 $2.16M 0.32% +8,112 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,763 shares; 2023Q4: 6,588 shares; 2024Q1: 6,570 shares; 2024Q2: 6,518 shares; 2024Q3: 6,303 shares; 2024Q4: 6,515 shares; 2025Q1: 7,931 shares; 2025Q2: 7,857 shares 7,857 $2.04M 0.3% -74 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 43,586 shares; 2023Q4: 44,659 shares; 2024Q1: 44,301 shares; 2024Q2: 42,747 shares; 2024Q3: 40,646 shares; 2024Q4: 42,726 shares; 2025Q1: 42,244 shares; 2025Q2: 41,177 shares 41,177 $2.04M 0.3% -1,067 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 39,108 shares; 2023Q4: 38,657 shares; 2024Q1: 38,268 shares; 2024Q2: 36,657 shares; 2024Q3: 35,132 shares; 2024Q4: 34,089 shares; 2025Q1: 32,954 shares; 2025Q2: 30,879 shares 30,879 $2M 0.3% -2,075 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,026 shares; 2023Q4: 7,061 shares; 2024Q1: 7,071 shares; 2024Q2: 7,031 shares; 2024Q3: 6,953 shares; 2024Q4: 6,978 shares; 2025Q1: 7,074 shares; 2025Q2: 7,224 shares 7,224 $1.95M 0.29% +150 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,695 shares; 2023Q4: 22,957 shares; 2024Q1: 28,571 shares; 2024Q2: 28,029 shares; 2024Q3: 27,393 shares; 2024Q4: 27,202 shares; 2025Q1: 27,462 shares; 2025Q2: 21,301 shares 21,301 $1.94M 0.29% -6,161 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,226 shares; 2023Q4: 6,843 shares; 2024Q1: 6,726 shares; 2024Q2: 6,698 shares; 2024Q3: 6,640 shares; 2024Q4: 6,626 shares; 2025Q1: 6,633 shares; 2025Q2: 6,474 shares 6,474 $1.94M 0.29% -159 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,890 shares; 2023Q4: 13,890 shares; 2024Q1: 13,990 shares; 2024Q2: 15,075 shares; 2024Q3: 15,890 shares; 2024Q4: 15,890 shares; 2025Q1: 16,620 shares; 2025Q2: 17,588 shares 17,588 $1.86M 0.28% +968 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,921 shares; 2023Q4: 5,921 shares; 2024Q1: 6,091 shares; 2024Q2: 6,161 shares; 2024Q3: 6,001 shares; 2024Q4: 10,816 shares; 2025Q1: 10,476 shares; 2025Q2: 10,361 shares 10,361 $1.84M 0.27% -115 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,040 shares; 2023Q4: 1,978 shares; 2024Q1: 2,028 shares; 2024Q2: 2,709 shares; 2024Q3: 2,724 shares; 2024Q4: 2,744 shares; 2025Q1: 2,959 shares; 2025Q2: 3,122 shares 3,122 $1.77M 0.26% +163 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,801 shares; 2023Q4: 3,508 shares; 2024Q1: 3,345 shares; 2024Q2: 3,221 shares; 2024Q3: 3,093 shares; 2024Q4: 3,028 shares; 2025Q1: 2,986 shares; 2025Q2: 2,821 shares 2,821 $1.74M 0.26% -165 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 196,828 shares; 2023Q4: 209,864 shares; 2024Q1: 217,163 shares; 2024Q2: 214,496 shares; 2024Q3: 208,069 shares; 2024Q4: 141,015 shares; 2025Q1: 130,892 shares; 2025Q2: 84,095 shares 84,095 $1.74M 0.26% -46,797 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; 2023Q3: 13,836 shares; 2023Q4: 13,572 shares; 2024Q1: 13,521 shares; 2024Q2: 13,060 shares; 2024Q3: 12,835 shares; 2024Q4: 12,835 shares; 2025Q1: 12,835 shares; 2025Q2: 12,775 shares 12,775 $1.72M 0.26% -60 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,092 shares; 2023Q4: 4,804 shares; 2024Q1: 4,733 shares; 2024Q2: 4,390 shares; 2024Q3: 3,689 shares; 2024Q4: 3,620 shares; 2025Q1: 2,992 shares; 2025Q2: 2,693 shares 2,693 $1.67M 0.25% -299 Timeline MYCM SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 24,243 shares; 2025Q1: 41,994 shares; 2025Q2: 66,095 shares 66,095 $1.63M 0.24% +24,101 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 95,515 shares; 2023Q4: 94,118 shares; 2024Q1: 78,643 shares; 2024Q2: 67,845 shares; 2024Q3: 50,124 shares; 2024Q4: 81,789 shares; 2025Q1: 71,649 shares; 2025Q2: 63,477 shares 63,477 $1.61M 0.24% -8,172 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,107 shares; 2023Q4: 29,774 shares; 2024Q1: 33,581 shares; 2024Q2: 34,617 shares; 2024Q3: 38,669 shares; 2024Q4: 42,442 shares; 2025Q1: 44,010 shares; 2025Q2: 45,901 shares 45,901 $1.58M 0.24% +1,891 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; 2023Q3: 10,495 shares; 2023Q4: 9,940 shares; 2024Q1: 9,681 shares; 2024Q2: 9,219 shares; 2024Q3: 8,824 shares; 2024Q4: 8,578 shares; 2025Q1: 8,375 shares; 2025Q2: 8,295 shares 8,295 $1.52M 0.23% -80 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 6,761 shares; 2023Q4: 6,641 shares; 2024Q1: 6,626 shares; 2024Q2: 6,531 shares; 2024Q3: 6,270 shares; 2024Q4: 6,256 shares; 2025Q1: 6,335 shares; 2025Q2: 8,132 shares 8,132 $1.49M 0.22% +1,797 Timeline MYCL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 17,826 shares; 2025Q1: 36,420 shares; 2025Q2: 59,411 shares 59,411 $1.47M 0.22% +22,991 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; 2023Q3: not reported; 2023Q4: 21,108 shares; 2024Q1: 80,434 shares; 2024Q2: 124,862 shares; 2024Q3: 163,329 shares; 2024Q4: 161,377 shares; 2025Q1: 160,250 shares; 2025Q2: 85,197 shares 85,197 $1.43M 0.21% -75,053 Timeline MYCK SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12,266 shares; 2025Q1: 29,235 shares; 2025Q2: 54,542 shares 54,542 $1.36M 0.2% +25,307 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,356 shares; 2023Q4: 8,256 shares; 2024Q1: 7,895 shares; 2024Q2: 7,600 shares; 2024Q3: 6,992 shares; 2024Q4: 6,627 shares; 2025Q1: 6,297 shares; 2025Q2: 6,130 shares 6,130 $1.33M 0.2% -167 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; 2023Q3: 2,945 shares; 2023Q4: 2,876 shares; 2024Q1: 2,837 shares; 2024Q2: 2,747 shares; 2024Q3: 2,652 shares; 2024Q4: 2,638 shares; 2025Q1: 2,600 shares; 2025Q2: 2,516 shares 2,516 $1.33M 0.2% -84 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; 2023Q3: 1,193 shares; 2023Q4: 1,675 shares; 2024Q1: 1,995 shares; 2024Q2: 1,960 shares; 2024Q3: 1,958 shares; 2024Q4: 1,951 shares; 2025Q1: 1,807 shares; 2025Q2: 1,702 shares 1,702 $1.33M 0.2% -105 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; 2023Q3: 11,607 shares; 2023Q4: 11,316 shares; 2024Q1: 11,077 shares; 2024Q2: 10,603 shares; 2024Q3: 9,363 shares; 2024Q4: 9,301 shares; 2025Q1: 9,009 shares; 2025Q2: 8,979 shares 8,979 $1.32M 0.2% -30 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,021 shares; 2023Q4: 4,909 shares; 2024Q1: 4,819 shares; 2024Q2: 4,996 shares; 2024Q3: 5,279 shares; 2024Q4: 6,157 shares; 2025Q1: 9,776 shares; 2025Q2: 10,871 shares 10,871 $1.31M 0.19% +1,095 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,254 shares; 2024Q3: 7,621 shares; 2024Q4: 9,136 shares; 2025Q1: 9,884 shares; 2025Q2: 33,503 shares 33,503 $1.29M 0.19% +23,619 Timeline QCRH QCR HLDGS INC More: the full row for QCR HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,250 shares; 2023Q4: 18,250 shares; 2024Q1: 18,250 shares; 2024Q2: 18,250 shares; 2024Q3: 18,250 shares; 2024Q4: 18,250 shares; 2025Q1: 18,250 shares; 2025Q2: 18,250 shares 18,250 $1.24M 0.18% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 31,057 shares; 2023Q4: 30,812 shares; 2024Q1: 31,047 shares; 2024Q2: 24,144 shares; 2024Q3: 17,531 shares; 2024Q4: 12,300 shares; 2025Q1: 11,395 shares; 2025Q2: 11,487 shares 11,487 $1.22M 0.18% +92 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,240 shares; 2023Q4: 3,158 shares; 2024Q1: 3,140 shares; 2024Q2: 2,915 shares; 2024Q3: 2,794 shares; 2024Q4: 2,766 shares; 2025Q1: 2,706 shares; 2025Q2: 2,682 shares 2,682 $1.21M 0.18% -24 Timeline IBTO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 49,151 shares; 2024Q2: 49,151 shares; 2024Q3: not reported; 2024Q4: 49,151 shares; 2025Q1: 49,151 shares; 2025Q2: 49,151 shares 49,151 $1.2M 0.18% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 42,433 shares; 2023Q4: 42,433 shares; 2024Q1: 49,780 shares; 2024Q2: 49,222 shares; 2024Q3: 52,832 shares; 2024Q4: 55,776 shares; 2025Q1: 59,837 shares; 2025Q2: 47,115 shares 47,115 $1.19M 0.18% -12,722 XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,266 shares; 2025Q1: 18,477 shares; 2025Q2: 22,875 shares 22,875 $1.14M 0.17% +4,398 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 16,532 shares; 2023Q4: 16,022 shares; 2024Q1: 15,922 shares; 2024Q2: 15,702 shares; 2024Q3: 16,091 shares; 2024Q4: 16,209 shares; 2025Q1: 16,965 shares; 2025Q2: 18,588 shares 18,588 $1.14M 0.17% +1,623 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; 2023Q3: 5,372 shares; 2023Q4: 5,239 shares; 2024Q1: 5,362 shares; 2024Q2: 5,313 shares; 2024Q3: 5,162 shares; 2024Q4: 5,083 shares; 2025Q1: 4,964 shares; 2025Q2: 4,892 shares 4,892 $1.13M 0.17% -72 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,736 shares; 2023Q4: 3,761 shares; 2024Q1: 3,776 shares; 2024Q2: 3,721 shares; 2024Q3: 3,828 shares; 2024Q4: 3,902 shares; 2025Q1: 4,257 shares; 2025Q2: 4,516 shares 4,516 $1.08M 0.16% +259 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 10,364 shares; 2024Q1: 16,228 shares; 2024Q2: 20,027 shares; 2024Q3: 29,374 shares; 2024Q4: 33,691 shares; 2025Q1: 35,703 shares; 2025Q2: 38,909 shares 38,909 $1.07M 0.16% +3,206 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 23,015 shares; 2023Q4: 22,217 shares; 2024Q1: 22,092 shares; 2024Q2: 21,852 shares; 2024Q3: 21,596 shares; 2024Q4: 21,376 shares; 2025Q1: 20,977 shares; 2025Q2: 20,562 shares 20,562 $1.05M 0.16% -415 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,808 shares; 2023Q4: 3,645 shares; 2024Q1: 3,634 shares; 2024Q2: 3,634 shares; 2024Q3: 3,648 shares; 2024Q4: 3,598 shares; 2025Q1: 3,719 shares; 2025Q2: 3,771 shares 3,771 $1.04M 0.16% +52 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,913 shares; 2023Q4: 14,993 shares; 2024Q1: 15,043 shares; 2024Q2: 14,308 shares; 2024Q3: 14,863 shares; 2024Q4: 15,252 shares; 2025Q1: 15,431 shares; 2025Q2: 16,079 shares 16,079 $1.03M 0.15% +648 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 4,584 shares; 2024Q1: 7,507 shares; 2024Q2: 8,782 shares; 2024Q3: 13,111 shares; 2024Q4: 15,046 shares; 2025Q1: 16,103 shares; 2025Q2: 18,225 shares 18,225 $1.01M 0.15% +2,122 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; 2023Q3: 1,480 shares; 2023Q4: 1,428 shares; 2024Q1: 1,435 shares; 2024Q2: 1,378 shares; 2024Q3: 1,310 shares; 2024Q4: 1,288 shares; 2025Q1: 1,280 shares; 2025Q2: 1,243 shares 1,243 $996K 0.15% -37 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,227 shares; 2023Q4: 15,249 shares; 2024Q1: 16,410 shares; 2024Q2: 16,265 shares; 2024Q3: 14,136 shares; 2024Q4: 41,932 shares; 2025Q1: 41,242 shares; 2025Q2: 39,842 shares 39,842 $949K 0.14% -1,400 Timeline MYMF SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 31,240 shares; 2025Q1: 31,750 shares; 2025Q2: 37,678 shares 37,678 $937K 0.14% +5,928 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,846 shares; 2024Q2: 1,831 shares; 2024Q3: 1,995 shares; 2024Q4: 2,062 shares; 2025Q1: 2,568 shares; 2025Q2: 3,008 shares 3,008 $931K 0.14% +440 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 15,994 shares; 2023Q4: 18,022 shares; 2024Q1: 18,304 shares; 2024Q2: 18,266 shares; 2024Q3: 18,189 shares; 2024Q4: 10,883 shares; 2025Q1: 12,678 shares; 2025Q2: 12,665 shares 12,665 $900K 0.13% -13 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,044 shares; 2023Q4: 2,014 shares; 2024Q1: 2,014 shares; 2024Q2: 1,934 shares; 2024Q3: 1,934 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,876 shares 1,876 $880K 0.13% -16 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,642 shares; 2023Q4: 4,390 shares; 2024Q1: 8,860 shares; 2024Q2: 11,320 shares; 2024Q3: 10,775 shares; 2024Q4: 9,760 shares; 2025Q1: 8,394 shares; 2025Q2: 8,324 shares 8,324 $870K 0.13% -70 Timeline MYMG SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29,920 shares; 2025Q1: 29,950 shares; 2025Q2: 34,988 shares 34,988 $861K 0.13% +5,038 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; 2023Q3: 104,287 shares; 2023Q4: 121,610 shares; 2024Q1: 168,744 shares; 2024Q2: 189,937 shares; 2024Q3: 199,272 shares; 2024Q4: 173,852 shares; 2025Q1: 45,002 shares; 2025Q2: 44,830 shares 44,830 $838K 0.13% -172 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 20,190 shares; 2023Q4: 20,121 shares; 2024Q1: 18,869 shares; 2024Q2: 18,064 shares; 2024Q3: 17,334 shares; 2024Q4: 17,274 shares; 2025Q1: 17,106 shares; 2025Q2: 16,543 shares 16,543 $825K 0.12% -563 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,321 shares; 2023Q4: 4,176 shares; 2024Q1: 4,432 shares; 2024Q2: 4,259 shares; 2024Q3: 4,104 shares; 2024Q4: 3,934 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares 3,756 $821K 0.12% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,501 shares; 2023Q4: 4,283 shares; 2024Q1: 4,119 shares; 2024Q2: 4,212 shares; 2024Q3: 3,927 shares; 2024Q4: 3,574 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares 3,436 $814K 0.12% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,615 shares; 2023Q4: 27,424 shares; 2024Q1: 28,843 shares; 2024Q2: 33,342 shares; 2024Q3: 36,726 shares; 2024Q4: 43,022 shares; 2025Q1: 52,182 shares; 2025Q2: 61,183 shares 61,183 $802K 0.12% +9,001 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 70,677 shares; 2023Q4: 34,548 shares; 2024Q1: 35,048 shares; 2024Q2: 34,533 shares; 2024Q3: 33,803 shares; 2024Q4: 33,937 shares; 2025Q1: 34,362 shares; 2025Q2: 33,079 shares 33,079 $802K 0.12% -1,283 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; 2023Q3: 18,947 shares; 2023Q4: 17,555 shares; 2024Q1: 17,405 shares; 2024Q2: 17,259 shares; 2024Q3: 16,005 shares; 2024Q4: 15,361 shares; 2025Q1: 13,547 shares; 2025Q2: 11,327 shares 11,327 $801K 0.12% -2,220 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,303 shares; 2024Q4: 3,122 shares; 2025Q1: 5,237 shares; 2025Q2: 6,557 shares 6,557 $781K 0.12% +1,320 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; 2023Q3: 11,975 shares; 2023Q4: 11,851 shares; 2024Q1: 11,506 shares; 2024Q2: 11,231 shares; 2024Q3: 11,231 shares; 2024Q4: 11,071 shares; 2025Q1: 11,071 shares; 2025Q2: 11,170 shares 11,170 $775K 0.12% +99 Timeline MYMJ SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,355 shares; 2025Q1: 22,640 shares; 2025Q2: 31,663 shares 31,663 $775K 0.12% +9,023 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,285 shares; 2023Q4: 7,285 shares; 2024Q1: 7,285 shares; 2024Q2: 7,105 shares; 2024Q3: 6,990 shares; 2024Q4: 7,049 shares; 2025Q1: 7,049 shares; 2025Q2: 7,038 shares 7,038 $732K 0.11% -11 Timeline MYMH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,219 shares; 2025Q1: 17,649 shares; 2025Q2: 28,138 shares 28,138 $688K 0.1% +10,489 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,663 shares; 2023Q4: 2,663 shares; 2024Q1: 2,663 shares; 2024Q2: 2,683 shares; 2024Q3: 2,683 shares; 2024Q4: 2,663 shares; 2025Q1: 2,613 shares; 2025Q2: 2,613 shares 2,613 $673K 0.1% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,243 shares; 2024Q3: 4,697 shares; 2024Q4: 5,023 shares; 2025Q1: 6,740 shares; 2025Q2: 7,365 shares 7,365 $672K 0.1% +625 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 9,335 shares; 2023Q4: 8,795 shares; 2024Q1: 19,835 shares; 2024Q2: 23,675 shares; 2024Q3: 25,260 shares; 2024Q4: 20,776 shares; 2025Q1: 17,961 shares; 2025Q2: 13,669 shares 13,669 $670K 0.1% -4,292 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; 2023Q3: 94,916 shares; 2023Q4: 108,730 shares; 2024Q1: 140,223 shares; 2024Q2: 154,193 shares; 2024Q3: 157,986 shares; 2024Q4: 137,188 shares; 2025Q1: 32,439 shares; 2025Q2: 32,321 shares 32,321 $662K 0.1% -118 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,072 shares; 2025Q1: 2,239 shares; 2025Q2: 2,219 shares 2,219 $612K 0.09% -20 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,930 shares; 2024Q3: 22,405 shares; 2024Q4: 23,260 shares; 2025Q1: 22,710 shares; 2025Q2: 22,710 shares 22,710 $608K 0.09% 0 MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 28,348 shares; 2023Q4: 4,370 shares; 2024Q1: 4,350 shares; 2024Q2: 4,065 shares; 2024Q3: 3,985 shares; 2024Q4: 4,021 shares; 2025Q1: 4,021 shares; 2025Q2: 3,881 shares 3,881 $591K 0.09% -140 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 2,014 shares; 2023Q4: 2,020 shares; 2024Q1: 6,235 shares; 2024Q2: 6,150 shares; 2024Q3: 6,402 shares; 2024Q4: 5,829 shares; 2025Q1: 5,860 shares; 2025Q2: 6,034 shares 6,034 $590K 0.09% +174 Timeline MYMI SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,930 shares; 2025Q2: 24,170 shares 24,170 $590K 0.09% +12,240 Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 26,621 shares; 2023Q4: 31,750 shares; 2024Q1: 39,500 shares; 2024Q2: 44,388 shares; 2024Q3: 45,265 shares; 2024Q4: 31,339 shares; 2025Q1: 23,891 shares; 2025Q2: 11,692 shares 11,692 $589K 0.09% -12,199 Timeline BSCQ 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; 2023Q3: 119,368 shares; 2023Q4: 143,486 shares; 2024Q1: 154,772 shares; 2024Q2: 154,288 shares; 2024Q3: 150,837 shares; 2024Q4: 148,435 shares; 2025Q1: 144,934 shares; 2025Q2: 29,883 shares 29,883 $583K 0.09% -115,051 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 22,674 shares; 2023Q4: 21,952 shares; 2024Q1: 19,052 shares; 2024Q2: 16,692 shares; 2024Q3: 14,457 shares; 2024Q4: 13,681 shares; 2025Q1: 10,738 shares; 2025Q2: 8,360 shares 8,360 $579K 0.09% -2,378 Timeline BSCR 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; 2023Q3: 101,206 shares; 2023Q4: 122,474 shares; 2024Q1: 135,785 shares; 2024Q2: 136,123 shares; 2024Q3: 136,741 shares; 2024Q4: 133,762 shares; 2025Q1: 130,174 shares; 2025Q2: 28,130 shares 28,130 $553K 0.08% -102,044 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; 2023Q3: 17,486 shares; 2023Q4: 18,486 shares; 2024Q1: 18,761 shares; 2024Q2: 18,701 shares; 2024Q3: 18,501 shares; 2024Q4: 18,467 shares; 2025Q1: 17,668 shares; 2025Q2: 17,931 shares 17,931 $519K 0.08% +263 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,765 shares; 2024Q4: 1,794 shares; 2025Q1: 2,065 shares; 2025Q2: 2,270 shares 2,270 $507K 0.08% +205 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 11,000 shares; 2023Q4: 10,991 shares; 2024Q1: 10,181 shares; 2024Q2: 10,039 shares; 2024Q3: 9,809 shares; 2024Q4: 9,702 shares; 2025Q1: 9,501 shares; 2025Q2: 9,242 shares 9,242 $486K 0.07% -259 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 3,836 shares; 2023Q4: 3,736 shares; 2024Q1: 4,011 shares; 2024Q2: 3,806 shares; 2024Q3: 3,651 shares; 2024Q4: 3,707 shares; 2025Q1: 4,416 shares; 2025Q2: 5,225 shares 5,225 $470K 0.07% +809 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 8,581 shares; 2023Q4: 8,247 shares; 2024Q1: 8,195 shares; 2024Q2: 8,053 shares; 2024Q3: 7,714 shares; 2024Q4: 7,664 shares; 2025Q1: 7,561 shares; 2025Q2: 7,401 shares 7,401 $467K 0.07% -160 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,708 shares; 2023Q4: 5,708 shares; 2024Q1: 5,708 shares; 2024Q2: 5,708 shares; 2024Q3: 5,708 shares; 2024Q4: 5,708 shares; 2025Q1: 6,148 shares; 2025Q2: 6,148 shares 6,148 $464K 0.07% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,298 shares; 2023Q4: 4,270 shares; 2024Q1: 4,331 shares; 2024Q2: 4,230 shares; 2024Q3: 4,022 shares; 2024Q4: 3,704 shares; 2025Q1: 3,260 shares; 2025Q2: 3,200 shares 3,200 $458K 0.07% -60 Timeline CLB CORE LABORATORIES INC More: the full row for CORE LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 27,259 shares; 2024Q3: 65,114 shares; 2024Q4: 68,138 shares; 2025Q1: 73,627 shares; 2025Q2: 35,489 shares 35,489 $409K 0.06% -38,138 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 18,252 shares; 2023Q4: 15,372 shares; 2024Q1: 15,372 shares; 2024Q2: 11,887 shares; 2024Q3: 11,687 shares; 2024Q4: 11,687 shares; 2025Q1: 11,387 shares; 2025Q2: 11,387 shares 11,387 $408K 0.06% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,300 shares; 2024Q3: 4,300 shares; 2024Q4: 4,300 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares 4,300 $404K 0.06% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 12,470 shares; 2023Q4: 12,154 shares; 2024Q1: 11,964 shares; 2024Q2: 10,534 shares; 2024Q3: 7,917 shares; 2024Q4: 7,917 shares; 2025Q1: 7,557 shares; 2025Q2: 7,569 shares 7,569 $396K 0.06% +12 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,689 shares; 2024Q3: 19,024 shares; 2024Q4: 17,939 shares; 2025Q1: 16,869 shares; 2025Q2: 15,629 shares 15,629 $394K 0.06% -1,240 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 924 shares; 2023Q4: 984 shares; 2024Q1: 1,016 shares; 2024Q2: 1,016 shares; 2024Q3: 986 shares; 2024Q4: 986 shares; 2025Q1: 938 shares; 2025Q2: 1,011 shares 1,011 $392K 0.06% +73 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 7,968 shares; 2023Q4: 7,968 shares; 2024Q1: 7,618 shares; 2024Q2: 7,618 shares; 2024Q3: 7,618 shares; 2024Q4: 6,758 shares; 2025Q1: 6,518 shares; 2025Q2: 6,518 shares 6,518 $389K 0.06% 0 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,754 shares; 2024Q3: 16,614 shares; 2024Q4: 16,459 shares; 2025Q1: 15,399 shares; 2025Q2: 14,899 shares 14,899 $382K 0.06% -500 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,129 shares; 2024Q3: 16,739 shares; 2024Q4: 16,584 shares; 2025Q1: 15,519 shares; 2025Q2: 14,484 shares 14,484 $368K 0.05% -1,035 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; 2023Q3: 6,586 shares; 2023Q4: 7,704 shares; 2024Q1: 7,759 shares; 2024Q2: 7,759 shares; 2024Q3: 7,726 shares; 2024Q4: 8,451 shares; 2025Q1: 8,191 shares; 2025Q2: 8,375 shares 8,375 $362K 0.05% +184 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,111 shares; 2024Q3: 16,206 shares; 2024Q4: 16,051 shares; 2025Q1: 14,986 shares; 2025Q2: 13,951 shares 13,951 $354K 0.05% -1,035 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; 2023Q3: 3,312 shares; 2023Q4: 3,125 shares; 2024Q1: 2,880 shares; 2024Q2: 2,800 shares; 2024Q3: 2,640 shares; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,559 shares 2,559 $345K 0.05% -1 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; 2023Q3: 518 shares; 2023Q4: 518 shares; 2024Q1: 580 shares; 2024Q2: 612 shares; 2024Q3: 728 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 602 shares 602 $342K 0.05% -10 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 663 shares; 2025Q1: not reported; 2025Q2: 633 shares 633 $335K 0.05% new 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; 2023Q3: 4,293 shares; 2023Q4: 4,260 shares; 2024Q1: 4,296 shares; 2024Q2: 4,276 shares; 2024Q3: 3,848 shares; 2024Q4: 3,783 shares; 2025Q1: 3,726 shares; 2025Q2: 3,726 shares 3,726 $327K 0.05% 0 Timeline IBTK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15,280 shares; 2025Q1: 15,880 shares; 2025Q2: 16,239 shares 16,239 $322K 0.05% +359 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,587 shares; 2025Q1: 1,690 shares; 2025Q2: 1,716 shares 1,716 $319K 0.05% +26 Timeline PRF 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; 2023Q3: 8,580 shares; 2023Q4: 8,580 shares; 2024Q1: 8,580 shares; 2024Q2: 8,580 shares; 2024Q3: 8,580 shares; 2024Q4: 8,580 shares; 2025Q1: 8,580 shares; 2025Q2: 7,485 shares 7,485 $316K 0.05% -1,095 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,091 shares; 2023Q4: 12,743 shares; 2024Q1: 12,558 shares; 2024Q2: 10,796 shares; 2024Q3: 7,888 shares; 2024Q4: 7,428 shares; 2025Q1: 6,724 shares; 2025Q2: 5,495 shares 5,495 $306K 0.05% -1,229 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 884 shares; 2023Q4: 734 shares; 2024Q1: 759 shares; 2024Q2: 740 shares; 2024Q3: 740 shares; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 754 shares 754 $298K 0.04% +14 Timeline PWB 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; 2023Q3: 3,880 shares; 2023Q4: 3,880 shares; 2024Q1: 3,180 shares; 2024Q2: 2,577 shares; 2024Q3: 2,577 shares; 2024Q4: 2,532 shares; 2025Q1: 2,532 shares; 2025Q2: 2,532 shares 2,532 $297K 0.04% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 3,034 shares; 2024Q1: 3,056 shares; 2024Q2: 3,056 shares; 2024Q3: 3,034 shares; 2024Q4: 2,934 shares; 2025Q1: 2,869 shares; 2025Q2: 3,120 shares 3,120 $287K 0.04% +251 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 610 shares; 2024Q2: 610 shares; 2024Q3: 610 shares; 2024Q4: 610 shares; 2025Q1: 610 shares; 2025Q2: 653 shares 653 $277K 0.04% +43 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: 8,574 shares; 2024Q1: 8,808 shares; 2024Q2: 8,363 shares; 2024Q3: 4,356 shares; 2024Q4: 8,336 shares; 2025Q1: 5,633 shares; 2025Q2: 4,729 shares 4,729 $270K 0.04% -904 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,507 shares; 2025Q2: 2,507 shares 2,507 $265K 0.04% 0 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 843 shares; 2025Q1: 823 shares; 2025Q2: 838 shares 838 $261K 0.04% +15 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 5,700 shares; 2023Q4: 5,701 shares; 2024Q1: 5,701 shares; 2024Q2: 5,909 shares; 2024Q3: 5,909 shares; 2024Q4: 11,785 shares; 2025Q1: 10,827 shares; 2025Q2: 10,651 shares 10,651 $260K 0.04% -176 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,074 shares; 2025Q1: 2,794 shares; 2025Q2: 2,794 shares 2,794 $257K 0.04% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,586 shares 1,586 $251K 0.04% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,179 shares 11,179 $250K 0.04% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,217 shares 1,217 $249K 0.04% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,865 shares 1,865 $240K 0.04% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,772 shares; 2024Q2: 2,772 shares; 2024Q3: 2,672 shares; 2024Q4: 2,507 shares; 2025Q1: 2,155 shares; 2025Q2: 2,155 shares 2,155 $237K 0.04% 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; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 473 shares; 2024Q2: not reported; 2024Q3: 449 shares; 2024Q4: 470 shares; 2025Q1: 422 shares; 2025Q2: 413 shares 413 $232K 0.03% -9 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 4,557 shares; 2023Q4: 4,306 shares; 2024Q1: 4,306 shares; 2024Q2: 4,496 shares; 2024Q3: 4,058 shares; 2024Q4: 8,116 shares; 2025Q1: 7,736 shares; 2025Q2: 7,736 shares 7,736 $222K 0.03% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 27,357 shares; 2023Q4: 27,357 shares; 2024Q1: 35,878 shares; 2024Q2: 35,878 shares; 2024Q3: 35,603 shares; 2024Q4: 8,749 shares; 2025Q1: 8,521 shares; 2025Q2: 8,521 shares 8,521 $207K 0.03% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 19,787 shares; 2023Q4: 19,787 shares; 2024Q1: 28,546 shares; 2024Q2: 28,546 shares; 2024Q3: 27,996 shares; 2024Q4: 8,444 shares; 2025Q1: 8,444 shares; 2025Q2: 8,444 shares 8,444 $205K 0.03% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: 13,637 shares; 2023Q4: 13,879 shares; 2024Q1: 14,610 shares; 2024Q2: 13,236 shares; 2024Q3: not reported; 2024Q4: 18,507 shares; 2025Q1: 19,926 shares; 2025Q2: 18,791 shares 18,791 $204K 0.03% -1,135 Timeline