IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,417,453 shares; 2024Q4: 1,444,515 shares; 2025Q1: 1,429,270 shares; 2025Q2: 1,463,000 shares; 2025Q3: 1,496,777 shares; 2025Q4: 1,593,436 shares; 2026Q1: 1,661,706 shares; 2026Q2: 1,715,901 shares 1,715,901 $40.8M 4.98% +54,195 Timeline GLRY NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 789,966 shares; 2024Q4: 786,747 shares; 2025Q1: 778,309 shares; 2025Q2: 780,883 shares; 2025Q3: 778,902 shares; 2025Q4: 766,610 shares; 2026Q1: 741,581 shares; 2026Q2: 736,729 shares 736,729 $32.2M 3.93% -4,852 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 321,767 shares; 2025Q4: 343,654 shares; 2026Q1: 392,844 shares; 2026Q2: 404,716 shares 404,716 $21.2M 2.59% +11,872 Timeline DYFI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 730,519 shares; 2025Q4: 783,865 shares; 2026Q1: 870,735 shares; 2026Q2: 901,650 shares 901,650 $20.5M 2.5% +30,915 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 843,106 shares; 2025Q1: 857,413 shares; 2025Q2: 907,915 shares; 2025Q3: 543,545 shares; 2025Q4: 538,230 shares; 2026Q1: 545,800 shares; 2026Q2: 544,378 shares 544,378 $17.9M 2.18% -1,422 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,934 shares; 2024Q4: 282,766 shares; 2025Q1: 273,759 shares; 2025Q2: 271,511 shares; 2025Q3: 262,888 shares; 2025Q4: 248,386 shares; 2026Q1: 233,729 shares; 2026Q2: 228,192 shares 228,192 $17.2M 2.1% -5,537 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,317 shares; 2024Q4: 6,461 shares; 2025Q1: 6,278 shares; 2025Q2: 6,422 shares; 2025Q3: 6,263 shares; 2025Q4: 6,322 shares; 2026Q1: not reported; 2026Q2: 56,415 shares 56,415 $17M 2.08% new Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 619,207 shares; 2024Q4: 623,068 shares; 2025Q1: 619,015 shares; 2025Q2: 616,831 shares; 2025Q3: 446,270 shares; 2025Q4: 441,252 shares; 2026Q1: 444,041 shares; 2026Q2: 441,139 shares 441,139 $16.8M 2.05% -2,902 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: 78,926 shares; 2024Q4: 90,863 shares; 2025Q1: 90,855 shares; 2025Q2: 67,339 shares; 2025Q3: 67,448 shares; 2025Q4: 70,287 shares; 2026Q1: 74,104 shares; 2026Q2: 73,044 shares 73,044 $14.6M 1.78% -1,060 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: 50,336 shares; 2024Q4: 45,911 shares; 2025Q1: 45,139 shares; 2025Q2: 44,765 shares; 2025Q3: 43,569 shares; 2025Q4: 48,472 shares; 2026Q1: not reported; 2026Q2: 46,051 shares 46,051 $13.3M 1.63% new 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: 12,896 shares; 2024Q4: 12,878 shares; 2025Q1: 12,626 shares; 2025Q2: 13,013 shares; 2025Q3: 12,653 shares; 2025Q4: 12,633 shares; 2026Q1: 12,678 shares; 2026Q2: 12,237 shares 12,237 $13M 1.59% -441 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,211 shares; 2024Q4: 65,086 shares; 2025Q1: 68,789 shares; 2025Q2: 85,825 shares; 2025Q3: 89,905 shares; 2025Q4: 102,239 shares; 2026Q1: 118,679 shares; 2026Q2: 165,775 shares 165,775 $12.2M 1.49% +47,096 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: 27,010 shares; 2024Q4: 26,610 shares; 2025Q1: 25,645 shares; 2025Q2: 26,862 shares; 2025Q3: 26,635 shares; 2025Q4: 27,766 shares; 2026Q1: not reported; 2026Q2: 32,166 shares 32,166 $12.2M 1.48% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 184,487 shares; 2024Q4: 165,977 shares; 2025Q1: 146,234 shares; 2025Q2: 136,868 shares; 2025Q3: 121,226 shares; 2025Q4: 111,008 shares; 2026Q1: 106,779 shares; 2026Q2: 102,360 shares 102,360 $11.9M 1.46% -4,419 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,258 shares; 2024Q4: 4,447 shares; 2025Q1: 4,082 shares; 2025Q2: 4,539 shares; 2025Q3: 4,550 shares; 2025Q4: 4,922 shares; 2026Q1: 7,402 shares; 2026Q2: 16,170 shares 16,170 $11.1M 1.36% +8,768 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 99,714 shares; 2024Q4: 105,699 shares; 2025Q1: 105,975 shares; 2025Q2: 126,137 shares; 2025Q3: 128,463 shares; 2025Q4: 132,020 shares; 2026Q1: not reported; 2026Q2: 126,921 shares 126,921 $10.9M 1.34% new Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 281,142 shares; 2024Q4: 275,357 shares; 2025Q1: 254,304 shares; 2025Q2: 257,121 shares; 2025Q3: 241,802 shares; 2025Q4: 230,131 shares; 2026Q1: 232,849 shares; 2026Q2: 111,445 shares 111,445 $10.8M 1.31% -121,404 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,776 shares; 2024Q4: 4,930 shares; 2025Q1: 4,844 shares; 2025Q2: 5,211 shares; 2025Q3: 5,115 shares; 2025Q4: 5,156 shares; 2026Q1: 5,079 shares; 2026Q2: 5,133 shares 5,133 $10.2M 1.25% +54 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 30,169 shares; 2025Q4: 30,976 shares; 2026Q1: 30,960 shares; 2026Q2: 29,929 shares 29,929 $10M 1.22% -1,031 Timeline GLDB ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 502,436 shares; 2026Q1: 504,058 shares; 2026Q2: 517,674 shares 517,674 $9.78M 1.19% +13,616 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,812 shares; 2024Q4: 45,762 shares; 2025Q1: 43,868 shares; 2025Q2: 42,541 shares; 2025Q3: 39,908 shares; 2025Q4: 39,732 shares; 2026Q1: 39,722 shares; 2026Q2: 39,763 shares 39,763 $9.75M 1.19% +41 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: 58,065 shares; 2025Q1: 55,860 shares; 2025Q2: 57,353 shares; 2025Q3: 54,951 shares; 2025Q4: 55,566 shares; 2026Q1: 56,139 shares; 2026Q2: 56,001 shares 56,001 $9.51M 1.16% -138 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 195,965 shares; 2024Q4: 193,826 shares; 2025Q1: 192,016 shares; 2025Q2: 190,299 shares; 2025Q3: 189,069 shares; 2025Q4: 185,344 shares; 2026Q1: 185,236 shares; 2026Q2: 184,369 shares 184,369 $9.28M 1.13% -867 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 187,740 shares; 2024Q4: 185,818 shares; 2025Q1: 185,874 shares; 2025Q2: 186,107 shares; 2025Q3: 186,243 shares; 2025Q4: 182,510 shares; 2026Q1: 184,261 shares; 2026Q2: 183,599 shares 183,599 $8.81M 1.08% -662 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,370 shares; 2024Q4: 13,092 shares; 2025Q1: 14,664 shares; 2025Q2: 15,585 shares; 2025Q3: 15,753 shares; 2025Q4: 16,468 shares; 2026Q1: 18,605 shares; 2026Q2: 23,282 shares 23,282 $8.62M 1.05% +4,677 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,949 shares; 2024Q4: 8,061 shares; 2025Q1: 7,762 shares; 2025Q2: 7,812 shares; 2025Q3: 7,573 shares; 2025Q4: 10,791 shares; 2026Q1: 27,054 shares; 2026Q2: 11,125 shares 11,125 $8.49M 1.04% -15,929 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,990 shares; 2024Q4: 72,212 shares; 2025Q1: 67,424 shares; 2025Q2: 68,093 shares; 2025Q3: 64,341 shares; 2025Q4: 63,887 shares; 2026Q1: 63,447 shares; 2026Q2: 64,625 shares 64,625 $7.38M 0.9% +1,178 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,863 shares; 2024Q4: 14,323 shares; 2025Q1: 13,766 shares; 2025Q2: 14,429 shares; 2025Q3: 27,904 shares; 2025Q4: 29,274 shares; 2026Q1: 38,339 shares; 2026Q2: 30,331 shares 30,331 $7.31M 0.89% -8,008 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 495,311 shares; 2024Q4: 495,902 shares; 2025Q1: 479,337 shares; 2025Q2: 483,546 shares; 2025Q3: 158,538 shares; 2025Q4: 145,729 shares; 2026Q1: 135,663 shares; 2026Q2: 124,797 shares 124,797 $6.67M 0.81% -10,866 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,493 shares; 2025Q4: 54,809 shares; 2026Q1: not reported; 2026Q2: 58,666 shares 58,666 $6.65M 0.81% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,369 shares; 2025Q4: 72,073 shares; 2026Q1: 74,113 shares; 2026Q2: 75,817 shares 75,817 $6.6M 0.81% +1,704 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,976 shares; 2024Q4: 41,908 shares; 2025Q1: 47,169 shares; 2025Q2: 48,934 shares; 2025Q3: 49,374 shares; 2025Q4: 51,109 shares; 2026Q1: 54,238 shares; 2026Q2: 55,387 shares 55,387 $6.59M 0.8% +1,149 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306 shares; 2024Q4: 2,513 shares; 2025Q1: 2,834 shares; 2025Q2: 3,217 shares; 2025Q3: 3,564 shares; 2025Q4: 4,705 shares; 2026Q1: 6,380 shares; 2026Q2: 72,847 shares 72,847 $6.28M 0.77% +66,467 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 87,630 shares; 2025Q4: 92,450 shares; 2026Q1: 93,923 shares; 2026Q2: 94,160 shares 94,160 $6.24M 0.76% +237 Timeline NTRA NATERA INC More: the full row for NATERA 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: 21,843 shares; 2025Q4: 22,136 shares; 2026Q1: 22,157 shares; 2026Q2: 22,571 shares 22,571 $6.13M 0.75% +414 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: 28,951 shares; 2024Q4: 33,403 shares; 2025Q1: 37,505 shares; 2025Q2: 38,834 shares; 2025Q3: 39,328 shares; 2025Q4: 40,665 shares; 2026Q1: 43,420 shares; 2026Q2: 43,946 shares 43,946 $6.04M 0.74% +526 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,953 shares; 2025Q3: 17,883 shares; 2025Q4: 18,567 shares; 2026Q1: 19,711 shares; 2026Q2: 19,874 shares 19,874 $6.02M 0.73% +163 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: 3,334 shares; 2024Q4: 4,132 shares; 2025Q1: 4,628 shares; 2025Q2: 5,527 shares; 2025Q3: 8,523 shares; 2025Q4: 10,644 shares; 2026Q1: 15,889 shares; 2026Q2: 35,776 shares 35,776 $5.65M 0.69% +19,887 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 51,942 shares; 2025Q4: 53,321 shares; 2026Q1: 52,502 shares; 2026Q2: 53,008 shares 53,008 $5.4M 0.66% +506 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 7,242 shares; 2025Q4: 7,974 shares; 2026Q1: not reported; 2026Q2: 8,349 shares 8,349 $5.38M 0.66% new Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,645 shares; 2024Q4: 27,844 shares; 2025Q1: 27,183 shares; 2025Q2: 28,618 shares; 2025Q3: 27,970 shares; 2025Q4: 19,593 shares; 2026Q1: 18,240 shares; 2026Q2: 18,175 shares 18,175 $5.32M 0.65% -65 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,570 shares; 2026Q1: 19,901 shares; 2026Q2: 19,209 shares 19,209 $5.3M 0.65% -692 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: 2,002 shares; 2024Q4: 1,962 shares; 2025Q1: 2,029 shares; 2025Q2: 2,017 shares; 2025Q3: 2,213 shares; 2025Q4: 16,247 shares; 2026Q1: 23,946 shares; 2026Q2: 18,639 shares 18,639 $5.24M 0.64% -5,307 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,177 shares; 2024Q4: 5,428 shares; 2025Q1: 6,297 shares; 2025Q2: 7,318 shares; 2025Q3: 10,053 shares; 2025Q4: 13,671 shares; 2026Q1: 22,310 shares; 2026Q2: 51,753 shares 51,753 $5.09M 0.62% +29,443 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,353 shares; 2024Q4: 76,028 shares; 2025Q1: 72,482 shares; 2025Q2: 75,235 shares; 2025Q3: 73,358 shares; 2025Q4: 75,311 shares; 2026Q1: 62,184 shares; 2026Q2: 60,792 shares 60,792 $4.96M 0.61% -1,392 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,430 shares; 2024Q4: 95,024 shares; 2025Q1: 107,417 shares; 2025Q2: 120,636 shares; 2025Q3: 124,798 shares; 2025Q4: 124,875 shares; 2026Q1: not reported; 2026Q2: 124,231 shares 124,231 $4.79M 0.59% new Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,887 shares; 2024Q4: 8,847 shares; 2025Q1: 10,721 shares; 2025Q2: 13,999 shares; 2025Q3: 18,690 shares; 2025Q4: 24,939 shares; 2026Q1: 39,390 shares; 2026Q2: 90,309 shares 90,309 $4.77M 0.58% +50,919 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: 6,393 shares; 2024Q4: 6,387 shares; 2025Q1: 6,206 shares; 2025Q2: 6,416 shares; 2025Q3: 6,241 shares; 2025Q4: 4,206 shares; 2026Q1: not reported; 2026Q2: 4,204 shares 4,204 $4.76M 0.58% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,387 shares; 2024Q4: 30,690 shares; 2025Q1: 35,381 shares; 2025Q2: 70,880 shares; 2025Q3: 68,799 shares; 2025Q4: 55,940 shares; 2026Q1: 63,835 shares; 2026Q2: 46,854 shares 46,854 $4.72M 0.58% -16,981 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,124 shares; 2024Q4: 29,347 shares; 2025Q1: 54,396 shares; 2025Q2: 54,282 shares; 2025Q3: 52,029 shares; 2025Q4: 60,532 shares; 2026Q1: 85,610 shares; 2026Q2: 85,166 shares 85,166 $4.64M 0.57% -444 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 114,735 shares; 2025Q1: 154,632 shares; 2025Q2: 122,856 shares; 2025Q3: 132,553 shares; 2025Q4: 141,930 shares; 2026Q1: 153,225 shares; 2026Q2: 158,682 shares 158,682 $4.6M 0.56% +5,457 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares; 2026Q1: 7,990 shares; 2026Q2: 8,309 shares 8,309 $4.5M 0.55% +319 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,434 shares; 2025Q1: 7,163 shares; 2025Q2: 8,030 shares; 2025Q3: 8,642 shares; 2025Q4: 17,909 shares; 2026Q1: 29,535 shares; 2026Q2: 88,229 shares 88,229 $4.46M 0.54% +58,694 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,024 shares; 2024Q4: 63,375 shares; 2025Q1: 62,486 shares; 2025Q2: 64,647 shares; 2025Q3: 63,524 shares; 2025Q4: 65,301 shares; 2026Q1: 66,276 shares; 2026Q2: 67,556 shares 67,556 $4.25M 0.52% +1,280 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,972 shares; 2024Q4: 9,801 shares; 2025Q1: 9,227 shares; 2025Q2: 9,307 shares; 2025Q3: 8,763 shares; 2025Q4: 8,590 shares; 2026Q1: not reported; 2026Q2: 7,881 shares 7,881 $4.21M 0.51% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,526 shares 3,526 $4.14M 0.51% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,259 shares; 2025Q3: 6,256 shares; 2025Q4: 6,265 shares; 2026Q1: not reported; 2026Q2: 39,272 shares 39,272 $3.99M 0.49% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,693 shares; 2024Q4: 4,898 shares; 2025Q1: 4,784 shares; 2025Q2: 4,604 shares; 2025Q3: 4,603 shares; 2025Q4: 1,705 shares; 2026Q1: 4,146 shares; 2026Q2: 4,261 shares 4,261 $3.99M 0.49% +115 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,525 shares; 2024Q4: 22,553 shares; 2025Q1: 25,641 shares; 2025Q2: 26,892 shares; 2025Q3: 27,836 shares; 2025Q4: 29,502 shares; 2026Q1: 31,262 shares; 2026Q2: 31,878 shares 31,878 $3.98M 0.49% +616 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,440 shares; 2024Q4: 8,600 shares; 2025Q1: 8,320 shares; 2025Q2: 8,579 shares; 2025Q3: 8,392 shares; 2025Q4: 5,841 shares; 2026Q1: 5,943 shares; 2026Q2: 5,958 shares 5,958 $3.97M 0.48% +15 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,279 shares; 2026Q1: 22,450 shares; 2026Q2: 22,665 shares 22,665 $3.84M 0.47% +215 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 235,283 shares; 2024Q4: 242,140 shares; 2025Q1: 236,732 shares; 2025Q2: 247,098 shares; 2025Q3: 252,230 shares; 2025Q4: 195,040 shares; 2026Q1: not reported; 2026Q2: 214,540 shares 214,540 $3.84M 0.47% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,050 shares; 2024Q4: 22,807 shares; 2025Q1: 20,562 shares; 2025Q2: 17,353 shares; 2025Q3: 17,461 shares; 2025Q4: 18,866 shares; 2026Q1: 23,861 shares; 2026Q2: 11,251 shares 11,251 $3.84M 0.47% -12,610 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: 10,039 shares; 2024Q4: 9,865 shares; 2025Q1: 9,900 shares; 2025Q2: 5,288 shares; 2025Q3: 5,741 shares; 2025Q4: 5,702 shares; 2026Q1: 2,831 shares; 2026Q2: 3,324 shares 3,324 $3.84M 0.47% +493 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,724 shares; 2026Q1: 74,254 shares; 2026Q2: 74,741 shares 74,741 $3.81M 0.46% +487 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,243 shares; 2024Q4: 2,331 shares; 2025Q1: 2,206 shares; 2025Q2: 2,174 shares; 2025Q3: 2,150 shares; 2025Q4: 1,872 shares; 2026Q1: 4,031 shares; 2026Q2: 7,267 shares 7,267 $3.77M 0.46% +3,236 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: 8,981 shares; 2026Q1: not reported; 2026Q2: 10,723 shares 10,723 $3.63M 0.44% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,198 shares; 2026Q1: 4,628 shares; 2026Q2: 4,661 shares 4,661 $3.36M 0.41% +33 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 46,580 shares; 2025Q4: 36,374 shares; 2026Q1: not reported; 2026Q2: 37,045 shares 37,045 $3.35M 0.41% new Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 54,819 shares; 2025Q3: 49,774 shares; 2025Q4: 47,749 shares; 2026Q1: 46,317 shares; 2026Q2: 63,504 shares 63,504 $3.32M 0.41% +17,187 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,341 shares; 2026Q1: 27,467 shares; 2026Q2: 28,035 shares 28,035 $3.28M 0.4% +568 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,895 shares; 2025Q3: 46,253 shares; 2025Q4: 49,295 shares; 2026Q1: 52,130 shares; 2026Q2: 53,883 shares 53,883 $3.25M 0.4% +1,753 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,761 shares; 2025Q4: 5,910 shares; 2026Q1: not reported; 2026Q2: 6,155 shares 6,155 $3.24M 0.4% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,383 shares; 2024Q4: 3,706 shares; 2025Q1: 4,257 shares; 2025Q2: 5,189 shares; 2025Q3: 5,558 shares; 2025Q4: 8,396 shares; 2026Q1: 13,582 shares; 2026Q2: 31,817 shares 31,817 $3.07M 0.37% +18,235 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,242 shares; 2024Q4: 50,149 shares; 2025Q1: 58,543 shares; 2025Q2: 60,674 shares; 2025Q3: 64,693 shares; 2025Q4: 51,725 shares; 2026Q1: 55,724 shares; 2026Q2: 59,268 shares 59,268 $2.99M 0.37% +3,544 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: 11,291 shares; 2024Q4: 10,589 shares; 2025Q1: 10,367 shares; 2025Q2: 9,531 shares; 2025Q3: 9,405 shares; 2025Q4: 9,438 shares; 2026Q1: 9,318 shares; 2026Q2: 8,883 shares 8,883 $2.91M 0.35% -435 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 46,564 shares; 2025Q1: 46,393 shares; 2025Q2: 46,442 shares; 2025Q3: 43,328 shares; 2025Q4: 51,623 shares; 2026Q1: 49,710 shares; 2026Q2: 49,232 shares 49,232 $2.88M 0.35% -478 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: not reported; 2026Q1: not reported; 2026Q2: 82,515 shares 82,515 $2.81M 0.34% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,918 shares; 2025Q2: 57,402 shares; 2025Q3: 55,479 shares; 2025Q4: 52,358 shares; 2026Q1: 78,680 shares; 2026Q2: 78,114 shares 78,114 $2.78M 0.34% -566 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY 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: 17,935 shares; 2025Q4: 19,066 shares; 2026Q1: 19,369 shares; 2026Q2: 20,481 shares 20,481 $2.75M 0.34% +1,112 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: 10,617 shares; 2024Q4: 8,529 shares; 2025Q1: 7,959 shares; 2025Q2: 7,623 shares; 2025Q3: 7,884 shares; 2025Q4: 7,851 shares; 2026Q1: 7,421 shares; 2026Q2: 7,344 shares 7,344 $2.74M 0.33% -77 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,653 shares 13,653 $2.69M 0.33% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE 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: 18,445 shares; 2025Q4: 19,077 shares; 2026Q1: 18,271 shares; 2026Q2: 10,409 shares 10,409 $2.65M 0.32% -7,862 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425,908 shares; 2026Q1: 504,619 shares; 2026Q2: 568,845 shares 568,845 $2.63M 0.32% +64,226 Timeline VFC V F CORP More: the full row for V F 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: 155,497 shares 155,497 $2.59M 0.32% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,243 shares; 2024Q4: 2,823 shares; 2025Q1: 2,651 shares; 2025Q2: 2,649 shares; 2025Q3: 2,781 shares; 2025Q4: 14,698 shares; 2026Q1: 17,793 shares; 2026Q2: 15,956 shares 15,956 $2.42M 0.3% -1,837 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,432 shares; 2024Q4: 12,209 shares; 2025Q1: 11,889 shares; 2025Q2: 11,793 shares; 2025Q3: 11,622 shares; 2025Q4: 33,095 shares; 2026Q1: 33,487 shares; 2026Q2: 33,840 shares 33,840 $2.39M 0.29% +353 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,582 shares; 2026Q1: not reported; 2026Q2: 23,265 shares 23,265 $2.33M 0.28% new Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,610 shares; 2025Q1: 9,680 shares; 2025Q2: 11,658 shares; 2025Q3: 14,610 shares; 2025Q4: 20,305 shares; 2026Q1: 28,647 shares; 2026Q2: 58,080 shares 58,080 $2.33M 0.28% +29,433 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,251 shares; 2024Q4: 6,731 shares; 2025Q1: 7,515 shares; 2025Q2: 9,022 shares; 2025Q3: 11,277 shares; 2025Q4: 14,884 shares; 2026Q1: 20,903 shares; 2026Q2: 43,144 shares 43,144 $2.33M 0.28% +22,241 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,332 shares; 2024Q4: 2,216 shares; 2025Q1: 2,535 shares; 2025Q2: 3,003 shares; 2025Q3: 3,903 shares; 2025Q4: 5,041 shares; 2026Q1: 7,845 shares; 2026Q2: 18,260 shares 18,260 $2.27M 0.28% +10,415 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,949 shares; 2024Q4: 14,763 shares; 2025Q1: 14,611 shares; 2025Q2: 15,388 shares; 2025Q3: 15,172 shares; 2025Q4: 15,762 shares; 2026Q1: 15,828 shares; 2026Q2: 7,975 shares 7,975 $2.23M 0.27% -7,853 Timeline ISCF 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: 6,736 shares; 2025Q1: 7,642 shares; 2025Q2: 9,324 shares; 2025Q3: 11,815 shares; 2025Q4: 14,814 shares; 2026Q1: 22,637 shares; 2026Q2: 51,063 shares 51,063 $2.21M 0.27% +28,426 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,654 shares; 2024Q4: 15,654 shares; 2025Q1: 40,113 shares; 2025Q2: 40,101 shares; 2025Q3: 40,041 shares; 2025Q4: 37,604 shares; 2026Q1: 47,935 shares; 2026Q2: 47,912 shares 47,912 $2.19M 0.27% -23 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,234 shares; 2024Q4: 25,889 shares; 2025Q1: 24,107 shares; 2025Q2: 23,993 shares; 2025Q3: 20,250 shares; 2025Q4: 15,738 shares; 2026Q1: 116,345 shares; 2026Q2: 12,018 shares 12,018 $2.12M 0.26% -104,327 Timeline CEPT CANTOR EQUITY PARTNERS II IN More: the full row for CANTOR EQUITY PARTNERS II IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 156,325 shares 156,325 $2.1M 0.26% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 757,197 shares; 2024Q4: 772,654 shares; 2025Q1: 762,280 shares; 2025Q2: 785,517 shares; 2025Q3: 631,405 shares; 2025Q4: 237,118 shares; 2026Q1: 256,723 shares; 2026Q2: 262,447 shares 262,447 $2.09M 0.26% +5,724 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 155,374 shares; 2026Q1: 165,712 shares; 2026Q2: 155,155 shares 155,155 $2.07M 0.25% -10,557 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,728 shares; 2024Q4: 9,408 shares; 2025Q1: 47,454 shares; 2025Q2: 47,424 shares; 2025Q3: 47,385 shares; 2025Q4: 38,144 shares; 2026Q1: 37,978 shares; 2026Q2: 37,496 shares 37,496 $2.07M 0.25% -482 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,167 shares; 2024Q4: 22,348 shares; 2025Q1: 24,439 shares; 2025Q2: 23,246 shares; 2025Q3: 22,544 shares; 2025Q4: 20,439 shares; 2026Q1: 20,774 shares; 2026Q2: 14,970 shares 14,970 $2.05M 0.25% -5,804 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: 1,788 shares; 2024Q4: 2,507 shares; 2025Q1: 3,297 shares; 2025Q2: 3,927 shares; 2025Q3: 3,913 shares; 2025Q4: 4,862 shares; 2026Q1: 14,305 shares; 2026Q2: 4,833 shares 4,833 $2.03M 0.25% -9,472 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,550 shares; 2024Q4: 8,819 shares; 2025Q1: 8,164 shares; 2025Q2: 8,755 shares; 2025Q3: 8,437 shares; 2025Q4: 8,867 shares; 2026Q1: not reported; 2026Q2: 7,824 shares 7,824 $1.99M 0.24% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,564 shares; 2024Q4: 7,632 shares; 2025Q1: 6,198 shares; 2025Q2: 6,189 shares; 2025Q3: 6,219 shares; 2025Q4: 5,967 shares; 2026Q1: 7,435 shares; 2026Q2: 5,821 shares 5,821 $1.98M 0.24% -1,614 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,070 shares; 2026Q1: 63,403 shares; 2026Q2: 25,249 shares 25,249 $1.98M 0.24% -38,154 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: 8,179 shares; 2024Q4: 7,500 shares; 2025Q1: 7,469 shares; 2025Q2: 6,470 shares; 2025Q3: 6,163 shares; 2025Q4: 5,713 shares; 2026Q1: 8,241 shares; 2026Q2: 5,540 shares 5,540 $1.95M 0.24% -2,701 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: 2,728 shares; 2024Q4: 2,722 shares; 2025Q1: 2,722 shares; 2025Q2: 2,716 shares; 2025Q3: 2,611 shares; 2025Q4: 2,597 shares; 2026Q1: 2,573 shares; 2026Q2: 2,605 shares 2,605 $1.95M 0.24% +32 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 234,678 shares; 2026Q1: 375,718 shares; 2026Q2: 263,606 shares 263,606 $1.91M 0.23% -112,112 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,699 shares; 2025Q4: 44,809 shares; 2026Q1: 53,756 shares; 2026Q2: 49,924 shares 49,924 $1.88M 0.23% -3,832 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 22,072 shares 22,072 $1.87M 0.23% new Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,412 shares; 2025Q2: 44,517 shares; 2025Q3: 39,584 shares; 2025Q4: 36,440 shares; 2026Q1: 33,545 shares; 2026Q2: 49,937 shares 49,937 $1.86M 0.23% +16,392 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; 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: 74,480 shares; 2026Q2: 68,043 shares 68,043 $1.77M 0.22% -6,437 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 49,212 shares; 2025Q4: 54,621 shares; 2026Q1: 58,517 shares; 2026Q2: 62,329 shares 62,329 $1.7M 0.21% +3,812 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 45,855 shares; 2024Q4: 54,758 shares; 2025Q1: 52,792 shares; 2025Q2: 59,391 shares; 2025Q3: 61,224 shares; 2025Q4: 36,992 shares; 2026Q1: 75,176 shares; 2026Q2: 28,170 shares 28,170 $1.69M 0.21% -47,006 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; 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: 56,030 shares; 2026Q2: 54,119 shares 54,119 $1.66M 0.2% -1,911 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: 19,732 shares; 2024Q4: 20,512 shares; 2025Q1: 18,626 shares; 2025Q2: 18,604 shares; 2025Q3: 17,209 shares; 2025Q4: 16,701 shares; 2026Q1: 21,761 shares; 2026Q2: 13,985 shares 13,985 $1.64M 0.2% -7,776 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,004 shares; 2024Q4: 6,015 shares; 2025Q1: 5,915 shares; 2025Q2: 6,116 shares; 2025Q3: 6,242 shares; 2025Q4: 6,123 shares; 2026Q1: not reported; 2026Q2: 5,233 shares 5,233 $1.56M 0.19% new 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: 2,775 shares; 2024Q4: 2,710 shares; 2025Q1: 2,609 shares; 2025Q2: 2,959 shares; 2025Q3: 4,047 shares; 2025Q4: 7,414 shares; 2026Q1: not reported; 2026Q2: 6,192 shares 6,192 $1.56M 0.19% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,040 shares; 2024Q4: 2,740 shares; 2025Q1: 2,714 shares; 2025Q2: 2,954 shares; 2025Q3: 3,318 shares; 2025Q4: 3,489 shares; 2026Q1: 3,810 shares; 2026Q2: 4,037 shares 4,037 $1.44M 0.18% +227 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,847 shares; 2024Q4: 23,804 shares; 2025Q1: 23,107 shares; 2025Q2: 24,585 shares; 2025Q3: 24,334 shares; 2025Q4: 7,172 shares; 2026Q1: 7,899 shares; 2026Q2: 8,194 shares 8,194 $1.44M 0.18% +295 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,175 shares; 2026Q1: not reported; 2026Q2: 102,448 shares 102,448 $1.42M 0.17% new Timeline COCO VITA COCO CO INC More: the full row for VITA COCO 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: 21,135 shares; 2026Q1: 20,603 shares; 2026Q2: 20,980 shares 20,980 $1.39M 0.17% +377 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 30,432 shares; 2025Q1: 30,432 shares; 2025Q2: 30,266 shares; 2025Q3: 30,678 shares; 2025Q4: 42,376 shares; 2026Q1: 41,379 shares; 2026Q2: 39,782 shares 39,782 $1.39M 0.17% -1,597 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: 4,512 shares; 2024Q4: 4,526 shares; 2025Q1: 4,644 shares; 2025Q2: 4,664 shares; 2025Q3: 4,756 shares; 2025Q4: 4,927 shares; 2026Q1: 14,152 shares; 2026Q2: 5,570 shares 5,570 $1.37M 0.17% -8,582 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,870 shares; 2025Q4: 11,439 shares; 2026Q1: 13,513 shares; 2026Q2: 13,840 shares 13,840 $1.37M 0.17% +327 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,125 shares; 2024Q4: 40,982 shares; 2025Q1: 39,952 shares; 2025Q2: 44,832 shares; 2025Q3: 64,729 shares; 2025Q4: 48,368 shares; 2026Q1: 48,103 shares; 2026Q2: 40,127 shares 40,127 $1.36M 0.17% -7,976 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,009 shares 9,009 $1.32M 0.16% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,774 shares; 2026Q1: 3,961 shares; 2026Q2: 4,321 shares 4,321 $1.3M 0.16% +360 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: 7,054 shares; 2024Q4: 7,967 shares; 2025Q1: 8,776 shares; 2025Q2: 2,798 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares; 2026Q2: 1,763 shares 1,763 $1.3M 0.16% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,864 shares; 2026Q2: 56,154 shares 56,154 $1.29M 0.16% -2,710 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: 3,757 shares; 2024Q4: 3,839 shares; 2025Q1: 3,698 shares; 2025Q2: 3,719 shares; 2025Q3: 3,577 shares; 2025Q4: 3,160 shares; 2026Q1: 4,408 shares; 2026Q2: 2,976 shares 2,976 $1.27M 0.15% -1,432 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: 4,537 shares; 2024Q4: 4,340 shares; 2025Q1: 4,353 shares; 2025Q2: 4,621 shares; 2025Q3: 4,477 shares; 2025Q4: 4,473 shares; 2026Q1: not reported; 2026Q2: 3,192 shares 3,192 $1.27M 0.15% new 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: 9,685 shares; 2024Q4: 8,796 shares; 2025Q1: 9,074 shares; 2025Q2: 7,911 shares; 2025Q3: 7,599 shares; 2025Q4: 7,193 shares; 2026Q1: 9,623 shares; 2026Q2: 9,353 shares 9,353 $1.2M 0.15% -270 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: 3,707 shares; 2024Q4: 3,978 shares; 2025Q1: 3,723 shares; 2025Q2: 3,752 shares; 2025Q3: 3,866 shares; 2025Q4: 3,784 shares; 2026Q1: 3,604 shares; 2026Q2: 3,436 shares 3,436 $1.18M 0.14% -168 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: 1,696 shares; 2024Q4: 2,131 shares; 2025Q1: 1,959 shares; 2025Q2: 2,938 shares; 2025Q3: 2,910 shares; 2025Q4: 3,425 shares; 2026Q1: 4,016 shares; 2026Q2: 4,811 shares 4,811 $1.15M 0.14% +795 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,627 shares; 2025Q2: 17,468 shares; 2025Q3: 12,480 shares; 2025Q4: 10,683 shares; 2026Q1: 18,969 shares; 2026Q2: 18,683 shares 18,683 $1.14M 0.14% -286 Timeline SCHQ 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: 411,046 shares; 2024Q4: 413,796 shares; 2025Q1: 409,977 shares; 2025Q2: 425,447 shares; 2025Q3: 33,638 shares; 2025Q4: 28,796 shares; 2026Q1: 36,545 shares; 2026Q2: 35,714 shares 35,714 $1.12M 0.14% -831 Timeline KNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 32,183 shares; 2025Q1: 32,183 shares; 2025Q2: 32,183 shares; 2025Q3: 29,892 shares; 2025Q4: 36,346 shares; 2026Q1: 35,346 shares; 2026Q2: 35,182 shares 35,182 $1.12M 0.14% -164 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: 9,704 shares; 2024Q4: 9,739 shares; 2025Q1: 9,618 shares; 2025Q2: 9,824 shares; 2025Q3: 9,180 shares; 2025Q4: 7,795 shares; 2026Q1: 8,013 shares; 2026Q2: 7,574 shares 7,574 $1.11M 0.14% -439 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,833 shares; 2025Q1: 1,796 shares; 2025Q2: 1,258 shares; 2025Q3: 1,254 shares; 2025Q4: 1,186 shares; 2026Q1: 1,188 shares; 2026Q2: 1,152 shares 1,152 $1.11M 0.14% -36 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: 13,463 shares; 2024Q4: 10,580 shares; 2025Q1: 11,012 shares; 2025Q2: 10,884 shares; 2025Q3: 10,523 shares; 2025Q4: 10,065 shares; 2026Q1: 10,653 shares; 2026Q2: 9,560 shares 9,560 $1.08M 0.13% -1,093 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,170 shares; 2024Q4: 7,226 shares; 2025Q1: 8,230 shares; 2025Q2: 8,544 shares; 2025Q3: 8,836 shares; 2025Q4: 9,465 shares; 2026Q1: 10,079 shares; 2026Q2: 10,569 shares 10,569 $1.08M 0.13% +490 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,027 shares; 2024Q4: 48,352 shares; 2025Q1: 48,088 shares; 2025Q2: 51,599 shares; 2025Q3: 15,453 shares; 2025Q4: 16,703 shares; 2026Q1: not reported; 2026Q2: 12,242 shares 12,242 $1.07M 0.13% new 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: 643 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 363 shares; 2025Q3: 288 shares; 2025Q4: 901 shares; 2026Q1: 996 shares; 2026Q2: 862 shares 862 $1.03M 0.13% -134 Timeline TCBI TEXAS CAP BANCSHARES INC More: the full row for TEXAS CAP BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,154 shares; 2025Q4: 9,282 shares; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $1.03M 0.13% new Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,707 shares; 2025Q4: 17,741 shares; 2026Q1: 22,285 shares; 2026Q2: 22,344 shares 22,344 $997K 0.12% +59 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,767 shares; 2025Q2: 15,329 shares; 2025Q3: 14,846 shares; 2025Q4: 12,131 shares; 2026Q1: 11,375 shares; 2026Q2: 10,829 shares 10,829 $992K 0.12% -546 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,839 shares 11,839 $992K 0.12% new 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: 3,652 shares; 2024Q4: 3,197 shares; 2025Q1: 2,926 shares; 2025Q2: 1,614 shares; 2025Q3: 1,541 shares; 2025Q4: 1,437 shares; 2026Q1: 1,429 shares; 2026Q2: 1,682 shares 1,682 $977K 0.12% +253 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,235 shares; 2024Q4: 2,290 shares; 2025Q1: 2,179 shares; 2025Q2: 2,171 shares; 2025Q3: 2,002 shares; 2025Q4: 1,939 shares; 2026Q1: 1,912 shares; 2026Q2: 1,830 shares 1,830 $940K 0.11% -82 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,474 shares; 2024Q4: 28,720 shares; 2025Q1: 26,644 shares; 2025Q2: 26,048 shares; 2025Q3: 30,337 shares; 2025Q4: 28,270 shares; 2026Q1: 61,132 shares; 2026Q2: 44,913 shares 44,913 $930K 0.11% -16,219 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: 2,058 shares; 2024Q4: 2,091 shares; 2025Q1: 2,086 shares; 2025Q2: 2,086 shares; 2025Q3: 1,910 shares; 2025Q4: 1,845 shares; 2026Q1: not reported; 2026Q2: 1,814 shares 1,814 $924K 0.11% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,154 shares; 2024Q4: 27,295 shares; 2025Q1: 26,184 shares; 2025Q2: 27,827 shares; 2025Q3: 17,762 shares; 2025Q4: 16,648 shares; 2026Q1: 18,004 shares; 2026Q2: 18,514 shares 18,514 $922K 0.11% +510 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,592 shares; 2026Q1: 7,210 shares; 2026Q2: 7,731 shares 7,731 $897K 0.11% +521 Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,595 shares; 2024Q4: 36,260 shares; 2025Q1: 36,286 shares; 2025Q2: 36,319 shares; 2025Q3: 39,705 shares; 2025Q4: 37,897 shares; 2026Q1: not reported; 2026Q2: 36,769 shares 36,769 $889K 0.11% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,517 shares; 2024Q4: 2,444 shares; 2025Q1: 2,505 shares; 2025Q2: 2,573 shares; 2025Q3: 2,596 shares; 2025Q4: 2,624 shares; 2026Q1: 2,690 shares; 2026Q2: 2,443 shares 2,443 $863K 0.11% -247 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,521 shares; 2025Q4: 16,120 shares; 2026Q1: 15,886 shares; 2026Q2: 15,069 shares 15,069 $851K 0.1% -817 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,658 shares; 2025Q2: 13,609 shares; 2025Q3: 13,173 shares; 2025Q4: 12,398 shares; 2026Q1: 17,176 shares; 2026Q2: 17,176 shares 17,176 $850K 0.1% 0 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,905 shares; 2025Q3: 25,259 shares; 2025Q4: 22,811 shares; 2026Q1: 18,729 shares; 2026Q2: 21,073 shares 21,073 $839K 0.1% +2,344 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,714 shares; 2024Q4: 6,668 shares; 2025Q1: 7,250 shares; 2025Q2: 9,179 shares; 2025Q3: 11,864 shares; 2025Q4: 14,929 shares; 2026Q1: 16,478 shares; 2026Q2: 15,072 shares 15,072 $821K 0.1% -1,406 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: 21,402 shares; 2024Q4: 22,052 shares; 2025Q1: 21,566 shares; 2025Q2: 21,917 shares; 2025Q3: 21,607 shares; 2025Q4: 4,608 shares; 2026Q1: 10,712 shares; 2026Q2: 3,642 shares 3,642 $812K 0.1% -7,070 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,250 shares; 2024Q4: 11,601 shares; 2025Q1: 11,383 shares; 2025Q2: 10,274 shares; 2025Q3: 9,535 shares; 2025Q4: 10,082 shares; 2026Q1: 10,206 shares; 2026Q2: 9,961 shares 9,961 $810K 0.1% -245 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,130 shares; 2026Q1: 21,444 shares; 2026Q2: 27,537 shares 27,537 $805K 0.1% +6,093 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: 7,781 shares; 2024Q4: 7,802 shares; 2025Q1: 8,010 shares; 2025Q2: 7,748 shares; 2025Q3: 7,784 shares; 2025Q4: 7,764 shares; 2026Q1: not reported; 2026Q2: 8,319 shares 8,319 $796K 0.1% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,322 shares; 2024Q4: 3,630 shares; 2025Q1: 3,229 shares; 2025Q2: 3,274 shares; 2025Q3: 3,100 shares; 2025Q4: 2,979 shares; 2026Q1: 2,969 shares; 2026Q2: 2,797 shares 2,797 $756K 0.09% -172 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,573 shares; 2025Q4: 12,232 shares; 2026Q1: 12,232 shares; 2026Q2: 14,783 shares 14,783 $748K 0.09% +2,551 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,590 shares; 2024Q4: 60,169 shares; 2025Q1: 57,121 shares; 2025Q2: 57,700 shares; 2025Q3: 56,271 shares; 2025Q4: 6,174 shares; 2026Q1: not reported; 2026Q2: 4,818 shares 4,818 $740K 0.09% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,857 shares; 2024Q4: 4,857 shares; 2025Q1: 4,856 shares; 2025Q2: 5,793 shares; 2025Q3: 5,630 shares; 2025Q4: 5,689 shares; 2026Q1: 6,853 shares; 2026Q2: 6,732 shares 6,732 $737K 0.09% -121 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 574,910 shares; 2024Q4: 583,459 shares; 2025Q1: 572,821 shares; 2025Q2: 602,487 shares; 2025Q3: 43,563 shares; 2025Q4: 36,702 shares; 2026Q1: 46,745 shares; 2026Q2: 45,271 shares 45,271 $719K 0.09% -1,474 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: 4,958 shares; 2024Q4: 4,963 shares; 2025Q1: 4,940 shares; 2025Q2: 4,945 shares; 2025Q3: 4,760 shares; 2025Q4: 5,205 shares; 2026Q1: not reported; 2026Q2: 4,917 shares 4,917 $688K 0.08% new Timeline KJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,456 shares; 2024Q4: 42,573 shares; 2025Q1: 40,181 shares; 2025Q2: 45,123 shares; 2025Q3: 51,422 shares; 2025Q4: 30,895 shares; 2026Q1: 29,215 shares; 2026Q2: 22,748 shares 22,748 $679K 0.08% -6,467 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,449 shares; 2024Q4: 23,841 shares; 2025Q1: 23,633 shares; 2025Q2: 23,479 shares; 2025Q3: 22,895 shares; 2025Q4: 16,612 shares; 2026Q1: not reported; 2026Q2: 14,004 shares 14,004 $666K 0.08% new Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,512 shares; 2024Q4: 14,863 shares; 2025Q1: 14,571 shares; 2025Q2: 14,320 shares; 2025Q3: 13,676 shares; 2025Q4: 13,615 shares; 2026Q1: 13,274 shares; 2026Q2: 13,252 shares 13,252 $663K 0.08% -22 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,482 shares; 2024Q4: 29,987 shares; 2025Q1: 16,053 shares; 2025Q2: 16,053 shares; 2025Q3: 18,341 shares; 2025Q4: 16,071 shares; 2026Q1: 14,787 shares; 2026Q2: 14,800 shares 14,800 $658K 0.08% +13 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,954 shares; 2026Q1: 4,004 shares; 2026Q2: 4,004 shares 4,004 $658K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,813 shares; 2024Q4: 6,807 shares; 2025Q1: 6,708 shares; 2025Q2: 6,687 shares; 2025Q3: 5,125 shares; 2025Q4: 4,943 shares; 2026Q1: not reported; 2026Q2: 4,314 shares 4,314 $632K 0.08% new 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; 2024Q3: 7,960 shares; 2024Q4: 22,506 shares; 2025Q1: 22,439 shares; 2025Q2: 22,398 shares; 2025Q3: 22,328 shares; 2025Q4: 22,167 shares; 2026Q1: 21,795 shares; 2026Q2: 21,788 shares 21,788 $631K 0.08% -7 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,633 shares; 2026Q1: not reported; 2026Q2: 1,455 shares 1,455 $630K 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,481 shares; 2024Q4: 1,883 shares; 2025Q1: 1,873 shares; 2025Q2: 2,052 shares; 2025Q3: 2,265 shares; 2025Q4: 2,443 shares; 2026Q1: 6,608 shares; 2026Q2: 2,293 shares 2,293 $624K 0.08% -4,315 Timeline FTCB 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: 14,264 shares; 2024Q4: 15,763 shares; 2025Q1: 20,204 shares; 2025Q2: 24,402 shares; 2025Q3: 20,700 shares; 2025Q4: 29,545 shares; 2026Q1: 30,743 shares; 2026Q2: 29,847 shares 29,847 $622K 0.08% -896 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,600 shares; 2025Q2: 22,502 shares; 2025Q3: 20,001 shares; 2025Q4: 14,065 shares; 2026Q1: 20,848 shares; 2026Q2: 19,842 shares 19,842 $616K 0.08% -1,006 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,665 shares; 2025Q1: 5,084 shares; 2025Q2: 5,084 shares; 2025Q3: 5,581 shares; 2025Q4: 5,720 shares; 2026Q1: not reported; 2026Q2: 12,144 shares 12,144 $605K 0.07% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,000 shares; 2024Q4: 6,530 shares; 2025Q1: 6,873 shares; 2025Q2: 6,873 shares; 2025Q3: 6,873 shares; 2025Q4: 6,903 shares; 2026Q1: 6,903 shares; 2026Q2: 6,952 shares 6,952 $604K 0.07% +49 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,218 shares; 2024Q4: 14,621 shares; 2025Q1: 14,657 shares; 2025Q2: 11,530 shares; 2025Q3: 6,988 shares; 2025Q4: 6,657 shares; 2026Q1: 6,614 shares; 2026Q2: 6,388 shares 6,388 $604K 0.07% -226 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: 4,316 shares; 2024Q4: 4,445 shares; 2025Q1: 4,920 shares; 2025Q2: 4,443 shares; 2025Q3: 4,704 shares; 2025Q4: 4,532 shares; 2026Q1: 4,585 shares; 2026Q2: 3,598 shares 3,598 $596K 0.07% -987 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: 2,320 shares; 2024Q4: 2,304 shares; 2025Q1: 2,143 shares; 2025Q2: 2,133 shares; 2025Q3: 2,002 shares; 2025Q4: 1,858 shares; 2026Q1: not reported; 2026Q2: 1,463 shares 1,463 $596K 0.07% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,079 shares; 2024Q4: 8,084 shares; 2025Q1: 8,090 shares; 2025Q2: 8,096 shares; 2025Q3: 8,139 shares; 2025Q4: 8,177 shares; 2026Q1: 8,182 shares; 2026Q2: 7,938 shares 7,938 $595K 0.07% -244 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,964 shares; 2025Q3: 9,301 shares; 2025Q4: 10,371 shares; 2026Q1: 11,741 shares; 2026Q2: 12,465 shares 12,465 $589K 0.07% +724 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,864 shares; 2025Q4: 9,310 shares; 2026Q1: 12,793 shares; 2026Q2: 18,323 shares 18,323 $582K 0.07% +5,530 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,986 shares; 2024Q4: 3,972 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 4,289 shares; 2025Q4: 4,183 shares; 2026Q1: 4,314 shares; 2026Q2: 4,455 shares 4,455 $578K 0.07% +141 Timeline KMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,835 shares 17,835 $573K 0.07% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,586 shares; 2024Q4: 10,572 shares; 2025Q1: 8,579 shares; 2025Q2: 8,612 shares; 2025Q3: 5,837 shares; 2025Q4: 5,137 shares; 2026Q1: 3,516 shares; 2026Q2: 3,359 shares 3,359 $572K 0.07% -157 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,735 shares; 2025Q4: 9,965 shares; 2026Q1: 11,334 shares; 2026Q2: 11,977 shares 11,977 $561K 0.07% +643 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: 2,272 shares; 2024Q4: 2,780 shares; 2025Q1: 2,854 shares; 2025Q2: 2,791 shares; 2025Q3: 3,182 shares; 2025Q4: 3,111 shares; 2026Q1: 8,273 shares; 2026Q2: 3,346 shares 3,346 $558K 0.07% -4,927 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,088 shares; 2024Q4: 2,294 shares; 2025Q1: 2,388 shares; 2025Q2: 2,436 shares; 2025Q3: 2,444 shares; 2025Q4: 2,285 shares; 2026Q1: 83,763 shares; 2026Q2: 2,055 shares 2,055 $556K 0.07% -81,708 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,161 shares; 2025Q4: 9,453 shares; 2026Q1: 9,237 shares; 2026Q2: 9,155 shares 9,155 $545K 0.07% -82 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,634 shares; 2024Q4: 10,930 shares; 2025Q1: 10,203 shares; 2025Q2: 10,308 shares; 2025Q3: 7,466 shares; 2025Q4: 8,145 shares; 2026Q1: 6,905 shares; 2026Q2: 6,583 shares 6,583 $539K 0.07% -322 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,530 shares; 2024Q4: 3,287 shares; 2025Q1: 3,288 shares; 2025Q2: 3,254 shares; 2025Q3: 3,249 shares; 2025Q4: 3,245 shares; 2026Q1: not reported; 2026Q2: 3,187 shares 3,187 $539K 0.07% new Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 664,067 shares; 2024Q4: 677,924 shares; 2025Q1: 674,185 shares; 2025Q2: 689,405 shares; 2025Q3: 35,485 shares; 2025Q4: 31,503 shares; 2026Q1: 31,639 shares; 2026Q2: 30,934 shares 30,934 $535K 0.07% -705 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,693 shares; 2024Q4: 27,654 shares; 2025Q1: 26,203 shares; 2025Q2: 26,757 shares; 2025Q3: 26,072 shares; 2025Q4: 3,404 shares; 2026Q1: 5,760 shares; 2026Q2: 2,246 shares 2,246 $534K 0.07% -3,514 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,361 shares; 2024Q4: 18,645 shares; 2025Q1: 17,486 shares; 2025Q2: 17,358 shares; 2025Q3: 11,828 shares; 2025Q4: 13,266 shares; 2026Q1: 11,324 shares; 2026Q2: 12,841 shares 12,841 $530K 0.06% +1,517 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 5,561 shares; 2025Q2: 6,459 shares; 2025Q3: 6,459 shares; 2025Q4: 6,459 shares; 2026Q1: 5,229 shares; 2026Q2: 11,288 shares 11,288 $528K 0.06% +6,059 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,256 shares; 2024Q4: 2,832 shares; 2025Q1: 2,709 shares; 2025Q2: 2,626 shares; 2025Q3: 1,907 shares; 2025Q4: 1,532 shares; 2026Q1: 1,275 shares; 2026Q2: 1,234 shares 1,234 $513K 0.06% -41 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,183 shares; 2024Q4: 14,043 shares; 2025Q1: 12,563 shares; 2025Q2: 12,103 shares; 2025Q3: 7,838 shares; 2025Q4: 5,501 shares; 2026Q1: 5,275 shares; 2026Q2: 5,251 shares 5,251 $509K 0.06% -24 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,257 shares; 2024Q4: 12,219 shares; 2025Q1: 11,566 shares; 2025Q2: 11,170 shares; 2025Q3: 10,844 shares; 2025Q4: 9,774 shares; 2026Q1: 9,013 shares; 2026Q2: 8,591 shares 8,591 $507K 0.06% -422 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,962 shares; 2024Q4: 7,419 shares; 2025Q1: 7,023 shares; 2025Q2: 7,316 shares; 2025Q3: 4,523 shares; 2025Q4: 4,290 shares; 2026Q1: 4,365 shares; 2026Q2: 4,292 shares 4,292 $504K 0.06% -73 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,052 shares; 2025Q1: 11,052 shares; 2025Q2: 11,048 shares; 2025Q3: 10,179 shares; 2025Q4: 11,678 shares; 2026Q1: 11,347 shares; 2026Q2: 11,347 shares 11,347 $503K 0.06% 0 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: 5,734 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,466 shares; 2025Q4: 8,615 shares; 2026Q1: 10,513 shares; 2026Q2: 8,605 shares 8,605 $490K 0.06% -1,908 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,081 shares; 2024Q4: 14,911 shares; 2025Q1: 14,628 shares; 2025Q2: 14,953 shares; 2025Q3: 14,503 shares; 2025Q4: 15,108 shares; 2026Q1: 25,139 shares; 2026Q2: 1,972 shares 1,972 $490K 0.06% -23,167 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,162 shares; 2024Q4: 5,166 shares; 2025Q1: 5,168 shares; 2025Q2: 5,170 shares; 2025Q3: 5,181 shares; 2025Q4: 5,095 shares; 2026Q1: 4,914 shares; 2026Q2: 4,516 shares 4,516 $487K 0.06% -398 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 86,592 shares; 2024Q4: 88,806 shares; 2025Q1: 87,598 shares; 2025Q2: 93,111 shares; 2025Q3: 49,545 shares; 2025Q4: 6,878 shares; 2026Q1: 7,736 shares; 2026Q2: 7,707 shares 7,707 $485K 0.06% -29 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,518 shares; 2026Q1: 2,513 shares; 2026Q2: 2,514 shares 2,514 $479K 0.06% +1 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: 910 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 574 shares; 2025Q3: 491 shares; 2025Q4: 482 shares; 2026Q1: 492 shares; 2026Q2: 3,952 shares 3,952 $472K 0.06% +3,460 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,261 shares; 2024Q4: 4,220 shares; 2025Q1: 4,220 shares; 2025Q2: 4,221 shares; 2025Q3: 4,315 shares; 2025Q4: 4,183 shares; 2026Q1: 4,599 shares; 2026Q2: 5,113 shares 5,113 $469K 0.06% +514 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: 2,060 shares; 2024Q4: 2,067 shares; 2025Q1: 1,960 shares; 2025Q2: 2,131 shares; 2025Q3: 2,210 shares; 2025Q4: 2,589 shares; 2026Q1: 11,232 shares; 2026Q2: 2,470 shares 2,470 $469K 0.06% -8,762 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,337 shares; 2024Q4: 4,658 shares; 2025Q1: 4,794 shares; 2025Q2: 4,875 shares; 2025Q3: 4,947 shares; 2025Q4: 4,965 shares; 2026Q1: 5,049 shares; 2026Q2: 3,984 shares 3,984 $465K 0.06% -1,065 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,044 shares; 2024Q4: 9,649 shares; 2025Q1: 9,738 shares; 2025Q2: 9,738 shares; 2025Q3: 9,738 shares; 2025Q4: 9,738 shares; 2026Q1: 18,958 shares; 2026Q2: 9,431 shares 9,431 $465K 0.06% -9,527 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,060 shares; 2024Q4: 6,060 shares; 2025Q1: 5,925 shares; 2025Q2: 5,905 shares; 2025Q3: 5,923 shares; 2025Q4: 5,798 shares; 2026Q1: 5,966 shares; 2026Q2: 5,979 shares 5,979 $461K 0.06% +13 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,916 shares; 2025Q4: 11,353 shares; 2026Q1: 12,974 shares; 2026Q2: 13,770 shares 13,770 $461K 0.06% +796 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: 901 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,373 shares; 2026Q1: 132,492 shares; 2026Q2: 1,269 shares 1,269 $460K 0.06% -131,223 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,986 shares; 2026Q2: 5,343 shares 5,343 $457K 0.06% +1,357 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,269 shares; 2024Q4: 14,251 shares; 2025Q1: 11,216 shares; 2025Q2: 11,130 shares; 2025Q3: 12,527 shares; 2025Q4: 11,135 shares; 2026Q1: not reported; 2026Q2: 9,527 shares 9,527 $450K 0.05% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,624 shares; 2024Q4: 1,805 shares; 2025Q1: 1,776 shares; 2025Q2: 1,802 shares; 2025Q3: 1,611 shares; 2025Q4: 1,935 shares; 2026Q1: 1,922 shares; 2026Q2: 1,880 shares 1,880 $445K 0.05% -42 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,646 shares; 2024Q4: 8,511 shares; 2025Q1: 8,595 shares; 2025Q2: 8,673 shares; 2025Q3: 8,600 shares; 2025Q4: 8,745 shares; 2026Q1: 10,672 shares; 2026Q2: 8,650 shares 8,650 $439K 0.05% -2,022 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: 1,148 shares; 2024Q4: 1,141 shares; 2025Q1: 1,141 shares; 2025Q2: 1,141 shares; 2025Q3: 1,144 shares; 2025Q4: 1,125 shares; 2026Q1: not reported; 2026Q2: 1,085 shares 1,085 $437K 0.05% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,679 shares; 2024Q4: 1,200 shares; 2025Q1: 1,192 shares; 2025Q2: 1,192 shares; 2025Q3: 1,266 shares; 2025Q4: 1,316 shares; 2026Q1: 1,384 shares; 2026Q2: 1,224 shares 1,224 $434K 0.05% -160 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,255 shares; 2024Q4: 12,248 shares; 2025Q1: 11,943 shares; 2025Q2: 11,663 shares; 2025Q3: 11,525 shares; 2025Q4: 10,934 shares; 2026Q1: 12,511 shares; 2026Q2: 11,443 shares 11,443 $427K 0.05% -1,068 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,764 shares; 2024Q4: 3,380 shares; 2025Q1: 3,645 shares; 2025Q2: 3,675 shares; 2025Q3: 6,472 shares; 2025Q4: 6,359 shares; 2026Q1: 8,581 shares; 2026Q2: 7,334 shares 7,334 $424K 0.05% -1,247 Timeline EJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,801 shares; 2025Q4: 13,772 shares; 2026Q1: 13,548 shares; 2026Q2: 13,503 shares 13,503 $422K 0.05% -45 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: 1,897 shares; 2024Q4: 1,921 shares; 2025Q1: 1,947 shares; 2025Q2: 1,938 shares; 2025Q3: 1,772 shares; 2025Q4: 1,487 shares; 2026Q1: 1,531 shares; 2026Q2: 1,409 shares 1,409 $413K 0.05% -122 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: not reported; 2025Q4: not reported; 2026Q1: 968 shares; 2026Q2: 565 shares 565 $409K 0.05% -403 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,859 shares; 2025Q2: 1,859 shares; 2025Q3: 2,255 shares; 2025Q4: 2,783 shares; 2026Q1: not reported; 2026Q2: 3,229 shares 3,229 $408K 0.05% new 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: 1,073 shares; 2024Q4: 525 shares; 2025Q1: 513 shares; 2025Q2: 508 shares; 2025Q3: 421 shares; 2025Q4: 446 shares; 2026Q1: 429 shares; 2026Q2: 402 shares 402 $407K 0.05% -27 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,915 shares; 2026Q1: 14,415 shares; 2026Q2: 14,309 shares 14,309 $406K 0.05% -106 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,212 shares; 2025Q4: 14,737 shares; 2026Q1: 14,062 shares; 2026Q2: 13,569 shares 13,569 $388K 0.05% -493 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: 7,513 shares; 2024Q4: 5,706 shares; 2025Q1: 5,527 shares; 2025Q2: 5,851 shares; 2025Q3: 3,168 shares; 2025Q4: 2,929 shares; 2026Q1: not reported; 2026Q2: 2,855 shares 2,855 $387K 0.05% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,720 shares; 2024Q4: 3,763 shares; 2025Q1: 3,513 shares; 2025Q2: 3,684 shares; 2025Q3: 3,944 shares; 2025Q4: 4,402 shares; 2026Q1: not reported; 2026Q2: 3,288 shares 3,288 $386K 0.05% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,736 shares; 2024Q4: 2,711 shares; 2025Q1: 2,733 shares; 2025Q2: 2,851 shares; 2025Q3: 2,876 shares; 2025Q4: 2,935 shares; 2026Q1: not reported; 2026Q2: 2,180 shares 2,180 $382K 0.05% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,123 shares; 2025Q3: 10,399 shares; 2025Q4: 9,591 shares; 2026Q1: 7,847 shares; 2026Q2: 8,996 shares 8,996 $380K 0.05% +1,149 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 734 shares; 2025Q4: 765 shares; 2026Q1: 1,155 shares; 2026Q2: 1,025 shares 1,025 $378K 0.05% -130 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,272 shares; 2024Q4: 54,302 shares; 2025Q1: 48,643 shares; 2025Q2: 46,894 shares; 2025Q3: 27,773 shares; 2025Q4: 18,759 shares; 2026Q1: 18,147 shares; 2026Q2: 16,266 shares 16,266 $376K 0.05% -1,881 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: 2,674 shares; 2024Q4: 2,709 shares; 2025Q1: 2,580 shares; 2025Q2: 2,592 shares; 2025Q3: 2,470 shares; 2025Q4: 2,281 shares; 2026Q1: 2,130 shares; 2026Q2: 1,675 shares 1,675 $369K 0.05% -455 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,301 shares; 2026Q1: 5,301 shares; 2026Q2: 7,397 shares 7,397 $368K 0.04% +2,096 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; 2024Q3: 2,304 shares; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,303 shares; 2025Q3: 2,404 shares; 2025Q4: 2,798 shares; 2026Q1: 2,864 shares; 2026Q2: 3,854 shares 3,854 $368K 0.04% +990 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: 10,820 shares; 2024Q4: 9,953 shares; 2025Q1: 9,953 shares; 2025Q2: 3,947 shares; 2025Q3: 3,959 shares; 2025Q4: 3,951 shares; 2026Q1: 3,964 shares; 2026Q2: 3,956 shares 3,956 $365K 0.04% -8 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,195 shares; 2025Q1: 29,424 shares; 2025Q2: 29,926 shares; 2025Q3: 25,137 shares; 2025Q4: 15,107 shares; 2026Q1: 14,969 shares; 2026Q2: 16,774 shares 16,774 $357K 0.04% +1,805 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: 2,629 shares; 2024Q4: 2,758 shares; 2025Q1: 2,585 shares; 2025Q2: 2,584 shares; 2025Q3: 2,273 shares; 2025Q4: not reported; 2026Q1: 1,067 shares; 2026Q2: 1,190 shares 1,190 $355K 0.04% +123 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,196 shares; 2025Q4: 5,206 shares; 2026Q1: 5,677 shares; 2026Q2: 6,076 shares 6,076 $354K 0.04% +399 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,703 shares; 2024Q4: 3,851 shares; 2025Q1: 3,942 shares; 2025Q2: 3,961 shares; 2025Q3: 3,968 shares; 2025Q4: 3,700 shares; 2026Q1: not reported; 2026Q2: 3,540 shares 3,540 $348K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,367 shares; 2024Q4: 1,336 shares; 2025Q1: 1,332 shares; 2025Q2: 1,314 shares; 2025Q3: 1,318 shares; 2025Q4: 1,918 shares; 2026Q1: not reported; 2026Q2: 1,861 shares 1,861 $344K 0.04% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 946 shares; 2024Q4: 938 shares; 2025Q1: 1,241 shares; 2025Q2: 1,227 shares; 2025Q3: 1,242 shares; 2025Q4: 1,189 shares; 2026Q1: not reported; 2026Q2: 1,228 shares 1,228 $342K 0.04% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,587 shares; 2024Q4: 1,795 shares; 2025Q1: 1,864 shares; 2025Q2: 1,890 shares; 2025Q3: 1,974 shares; 2025Q4: 2,024 shares; 2026Q1: 2,083 shares; 2026Q2: 1,086 shares 1,086 $342K 0.04% -997 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,720 shares; 2025Q2: 8,665 shares; 2025Q3: 8,146 shares; 2025Q4: 6,223 shares; 2026Q1: 7,851 shares; 2026Q2: 7,851 shares 7,851 $338K 0.04% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,479 shares; 2024Q4: 15,357 shares; 2025Q1: 14,635 shares; 2025Q2: 16,335 shares; 2025Q3: 16,642 shares; 2025Q4: 10,014 shares; 2026Q1: 9,745 shares; 2026Q2: 7,764 shares 7,764 $336K 0.04% -1,981 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,181 shares; 2025Q1: 11,066 shares; 2025Q2: 11,370 shares; 2025Q3: 9,984 shares; 2025Q4: 5,917 shares; 2026Q1: 5,924 shares; 2026Q2: 6,627 shares 6,627 $335K 0.04% +703 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,618 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 812 shares; 2025Q4: 815 shares; 2026Q1: 810 shares; 2026Q2: 693 shares 693 $331K 0.04% -117 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,129 shares; 2026Q1: not reported; 2026Q2: 1,570 shares 1,570 $328K 0.04% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,055 shares; 2024Q4: 11,068 shares; 2025Q1: 8,997 shares; 2025Q2: 8,409 shares; 2025Q3: 8,415 shares; 2025Q4: 8,421 shares; 2026Q1: 8,414 shares; 2026Q2: 8,093 shares 8,093 $328K 0.04% -321 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,248 shares; 2026Q2: 869 shares 869 $325K 0.04% -3,379 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,300 shares; 2024Q4: 8,302 shares; 2025Q1: 8,256 shares; 2025Q2: 8,261 shares; 2025Q3: 8,280 shares; 2025Q4: 8,286 shares; 2026Q1: 8,281 shares; 2026Q2: 6,040 shares 6,040 $324K 0.04% -2,241 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 15,951 shares; 2025Q1: 17,283 shares; 2025Q2: 17,859 shares; 2025Q3: 15,169 shares; 2025Q4: 9,423 shares; 2026Q1: 10,130 shares; 2026Q2: 11,023 shares 11,023 $324K 0.04% +893 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares; 2025Q3: 539 shares; 2025Q4: 577 shares; 2026Q1: 4,151 shares; 2026Q2: 568 shares 568 $320K 0.04% -3,583 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 797 shares; 2025Q3: 799 shares; 2025Q4: 801 shares; 2026Q1: 780 shares; 2026Q2: 781 shares 781 $320K 0.04% +1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,060 shares 3,060 $318K 0.04% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,985 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,890 shares; 2025Q4: 3,377 shares; 2026Q1: 3,795 shares; 2026Q2: 3,979 shares 3,979 $314K 0.04% +184 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares; 2026Q1: 3,244 shares; 2026Q2: 3,244 shares 3,244 $313K 0.04% 0 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,781 shares; 2025Q1: 19,287 shares; 2025Q2: 19,807 shares; 2025Q3: 18,319 shares; 2025Q4: 11,494 shares; 2026Q1: 12,328 shares; 2026Q2: 13,512 shares 13,512 $312K 0.04% +1,184 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; 2024Q3: 1,217 shares; 2024Q4: 1,223 shares; 2025Q1: 1,226 shares; 2025Q2: 1,230 shares; 2025Q3: 1,024 shares; 2025Q4: 1,030 shares; 2026Q1: 1,034 shares; 2026Q2: 1,037 shares 1,037 $310K 0.04% +3 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,520 shares; 2025Q1: 17,901 shares; 2025Q2: 18,154 shares; 2025Q3: 15,220 shares; 2025Q4: 9,058 shares; 2026Q1: 9,065 shares; 2026Q2: 9,657 shares 9,657 $307K 0.04% +592 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: 7,221 shares; 2024Q4: 7,427 shares; 2025Q1: 7,272 shares; 2025Q2: 7,255 shares; 2025Q3: 6,877 shares; 2025Q4: 6,582 shares; 2026Q1: not reported; 2026Q2: 3,361 shares 3,361 $305K 0.04% new Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,395 shares 5,395 $303K 0.04% new 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: 7,405 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,538 shares; 2025Q3: 2,698 shares; 2025Q4: 2,738 shares; 2026Q1: not reported; 2026Q2: 3,665 shares 3,665 $303K 0.04% new 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: 11,928 shares; 2024Q4: 13,623 shares; 2025Q1: 12,408 shares; 2025Q2: 12,148 shares; 2025Q3: 11,838 shares; 2025Q4: 11,652 shares; 2026Q1: 7,543 shares; 2026Q2: 7,123 shares 7,123 $302K 0.04% -420 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: 4,923 shares; 2024Q4: 5,120 shares; 2025Q1: 5,044 shares; 2025Q2: 4,959 shares; 2025Q3: 4,632 shares; 2025Q4: 3,595 shares; 2026Q1: not reported; 2026Q2: 3,557 shares 3,557 $301K 0.04% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,909 shares; 2024Q4: 5,043 shares; 2025Q1: 4,875 shares; 2025Q2: 5,026 shares; 2025Q3: 5,405 shares; 2025Q4: 5,482 shares; 2026Q1: 4,527 shares; 2026Q2: 3,833 shares 3,833 $300K 0.04% -694 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,891 shares; 2025Q4: 9,891 shares; 2026Q1: 9,891 shares; 2026Q2: 9,891 shares 9,891 $298K 0.04% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248 shares; 2024Q4: not reported; 2025Q1: 4,627 shares; 2025Q2: 4,627 shares; 2025Q3: 4,688 shares; 2025Q4: 4,711 shares; 2026Q1: 6,140 shares; 2026Q2: 4,739 shares 4,739 $297K 0.04% -1,401 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,160 shares 1,160 $296K 0.04% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,386 shares; 2024Q4: 30,904 shares; 2025Q1: 24,947 shares; 2025Q2: 26,456 shares; 2025Q3: 17,219 shares; 2025Q4: 9,054 shares; 2026Q1: 11,032 shares; 2026Q2: 8,947 shares 8,947 $284K 0.03% -2,085 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,287 shares; 2024Q4: 9,320 shares; 2025Q1: 9,070 shares; 2025Q2: 9,103 shares; 2025Q3: 9,220 shares; 2025Q4: 9,267 shares; 2026Q1: not reported; 2026Q2: 7,780 shares 7,780 $283K 0.03% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,158 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,855 shares; 2025Q4: 4,624 shares; 2026Q1: 13,118 shares; 2026Q2: 4,620 shares 4,620 $279K 0.03% -8,498 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 868 shares; 2025Q4: 825 shares; 2026Q1: 3,233 shares; 2026Q2: 957 shares 957 $278K 0.03% -2,276 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,934 shares; 2024Q4: 4,895 shares; 2025Q1: 4,895 shares; 2025Q2: 4,895 shares; 2025Q3: 5,425 shares; 2025Q4: 4,846 shares; 2026Q1: 19,771 shares; 2026Q2: 4,933 shares 4,933 $276K 0.03% -14,838 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,057 shares 10,057 $276K 0.03% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 550 shares; 2025Q2: 549 shares; 2025Q3: 593 shares; 2025Q4: 703 shares; 2026Q1: 702 shares; 2026Q2: 664 shares 664 $276K 0.03% -38 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,388 shares; 2024Q4: 30,022 shares; 2025Q1: 29,797 shares; 2025Q2: 30,750 shares; 2025Q3: 30,980 shares; 2025Q4: 4,093 shares; 2026Q1: not reported; 2026Q2: 4,266 shares 4,266 $274K 0.03% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,162 shares; 2024Q4: 2,987 shares; 2025Q1: 2,992 shares; 2025Q2: not reported; 2025Q3: 3,014 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,333 shares 3,333 $271K 0.03% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 2,685 shares; 2025Q2: 2,680 shares; 2025Q3: 2,630 shares; 2025Q4: 2,539 shares; 2026Q1: 2,491 shares; 2026Q2: 2,452 shares 2,452 $268K 0.03% -39 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,485 shares; 2026Q1: 216,431 shares; 2026Q2: 3,418 shares 3,418 $266K 0.03% -213,013 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,752 shares; 2026Q2: 1,424 shares 1,424 $258K 0.03% -3,328 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,175 shares 3,175 $255K 0.03% new Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,111 shares; 2025Q3: not reported; 2025Q4: 11,948 shares; 2026Q1: 17,202 shares; 2026Q2: 11,903 shares 11,903 $255K 0.03% -5,299 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: 4,809 shares; 2024Q4: 4,506 shares; 2025Q1: 4,855 shares; 2025Q2: 5,362 shares; 2025Q3: 4,809 shares; 2025Q4: 4,824 shares; 2026Q1: 42,512 shares; 2026Q2: 4,415 shares 4,415 $254K 0.03% -38,097 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,316 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,333 shares; 2025Q4: 1,417 shares; 2026Q1: not reported; 2026Q2: 1,531 shares 1,531 $249K 0.03% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 795 shares; 2024Q4: 779 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 738 shares; 2025Q4: 708 shares; 2026Q1: not reported; 2026Q2: 719 shares 719 $247K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,076 shares 1,076 $241K 0.03% new Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,868 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,844 shares; 2025Q4: 2,735 shares; 2026Q1: 2,631 shares; 2026Q2: 2,676 shares 2,676 $240K 0.03% +45 Timeline FDND FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,673 shares; 2025Q1: 20,161 shares; 2025Q2: 20,447 shares; 2025Q3: 16,855 shares; 2025Q4: 10,145 shares; 2026Q1: not reported; 2026Q2: 11,460 shares 11,460 $240K 0.03% new Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,080 shares 1,080 $239K 0.03% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,694 shares; 2024Q4: 8,681 shares; 2025Q1: 8,404 shares; 2025Q2: 8,363 shares; 2025Q3: 9,570 shares; 2025Q4: 8,514 shares; 2026Q1: 6,853 shares; 2026Q2: 6,853 shares 6,853 $237K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,267 shares; 2024Q4: 25,595 shares; 2025Q1: 24,763 shares; 2025Q2: 25,217 shares; 2025Q3: 2,518 shares; 2025Q4: 2,060 shares; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $237K 0.03% new Timeline MTUM 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: 972 shares; 2025Q1: not reported; 2025Q2: 888 shares; 2025Q3: 823 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 688 shares 688 $236K 0.03% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 787 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 781 shares 781 $236K 0.03% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,538 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,464 shares; 2026Q1: 1,486 shares; 2026Q2: 1,445 shares 1,445 $236K 0.03% -41 Timeline MGK 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: 592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 534 shares; 2026Q1: not reported; 2026Q2: 2,674 shares 2,674 $235K 0.03% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,482 shares; 2024Q4: not reported; 2025Q1: 1,496 shares; 2025Q2: 1,520 shares; 2025Q3: 1,602 shares; 2025Q4: 1,554 shares; 2026Q1: 1,594 shares; 2026Q2: 1,780 shares 1,780 $234K 0.03% +186 Timeline TTC TORO CO More: the full row for TORO 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: 2,397 shares 2,397 $234K 0.03% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,883 shares 4,883 $233K 0.03% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,096 shares; 2024Q4: 1,778 shares; 2025Q1: 1,770 shares; 2025Q2: 1,749 shares; 2025Q3: 1,726 shares; 2025Q4: 1,704 shares; 2026Q1: not reported; 2026Q2: 1,980 shares 1,980 $233K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 772 shares 772 $232K 0.03% new 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: 4,586 shares; 2024Q4: 4,664 shares; 2025Q1: 4,539 shares; 2025Q2: 4,519 shares; 2025Q3: 4,769 shares; 2025Q4: 3,816 shares; 2026Q1: not reported; 2026Q2: 2,268 shares 2,268 $232K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,194 shares 2,194 $230K 0.03% new Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,064 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,220 shares; 2026Q2: 2,152 shares 2,152 $230K 0.03% -68 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,770 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,194 shares; 2026Q2: 1,996 shares 1,996 $229K 0.03% -198 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,226 shares; 2024Q4: 1,279 shares; 2025Q1: 1,300 shares; 2025Q2: 1,316 shares; 2025Q3: 1,322 shares; 2025Q4: 1,283 shares; 2026Q1: not reported; 2026Q2: 1,160 shares 1,160 $226K 0.03% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,394 shares 2,394 $225K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,311 shares; 2025Q1: 7,542 shares; 2025Q2: not reported; 2025Q3: 7,116 shares; 2025Q4: not reported; 2026Q1: 13,723 shares; 2026Q2: 6,964 shares 6,964 $223K 0.03% -6,759 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,586 shares 1,586 $221K 0.03% new Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,530 shares; 2024Q4: 185,283 shares; 2025Q1: 182,305 shares; 2025Q2: 190,439 shares; 2025Q3: 13,246 shares; 2025Q4: 9,172 shares; 2026Q1: 4,670 shares; 2026Q2: 4,662 shares 4,662 $221K 0.03% -8 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,740 shares 3,740 $221K 0.03% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,077 shares 6,077 $220K 0.03% new Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,988 shares; 2026Q2: 3,960 shares 3,960 $218K 0.03% -28 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; 2024Q3: 18,977 shares; 2024Q4: 19,349 shares; 2025Q1: 18,783 shares; 2025Q2: 19,208 shares; 2025Q3: 18,724 shares; 2025Q4: 19,419 shares; 2026Q1: 1,726 shares; 2026Q2: 1,222 shares 1,222 $217K 0.03% -504 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; 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: 5,075 shares 5,075 $215K 0.03% 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: 5,025 shares; 2024Q4: 5,025 shares; 2025Q1: 5,198 shares; 2025Q2: 5,198 shares; 2025Q3: 5,090 shares; 2025Q4: 5,089 shares; 2026Q1: 7,972 shares; 2026Q2: 4,920 shares 4,920 $212K 0.03% -3,052 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,632 shares 2,632 $212K 0.03% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,278 shares; 2024Q4: 1,377 shares; 2025Q1: 1,303 shares; 2025Q2: 1,303 shares; 2025Q3: 1,314 shares; 2025Q4: 1,163 shares; 2026Q1: 35,949 shares; 2026Q2: 991 shares 991 $211K 0.03% -34,958 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,351 shares; 2024Q4: 6,234 shares; 2025Q1: 6,234 shares; 2025Q2: 6,191 shares; 2025Q3: 5,514 shares; 2025Q4: 5,961 shares; 2026Q1: 4,643 shares; 2026Q2: 3,823 shares 3,823 $211K 0.03% -820 Timeline MUU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $210K 0.03% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,978 shares; 2024Q4: 5,098 shares; 2025Q1: 4,722 shares; 2025Q2: 4,683 shares; 2025Q3: 3,270 shares; 2025Q4: 3,072 shares; 2026Q1: not reported; 2026Q2: 2,587 shares 2,587 $210K 0.03% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,697 shares; 2026Q1: not reported; 2026Q2: 4,492 shares 4,492 $205K 0.03% new Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,106 shares; 2024Q4: 4,112 shares; 2025Q1: 4,118 shares; 2025Q2: 4,118 shares; 2025Q3: 4,139 shares; 2025Q4: 4,153 shares; 2026Q1: 3,905 shares; 2026Q2: 3,086 shares 3,086 $205K 0.02% -819 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP 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: 1,632 shares 1,632 $204K 0.02% new 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: 4,152 shares; 2024Q4: 4,099 shares; 2025Q1: 3,922 shares; 2025Q2: 3,914 shares; 2025Q3: 3,914 shares; 2025Q4: 3,767 shares; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $202K 0.02% new Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,414 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,762 shares 4,762 $201K 0.02% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,972 shares; 2026Q1: 5,464 shares; 2026Q2: 3,849 shares 3,849 $201K 0.02% -1,615 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,304 shares 14,304 $151K 0.02% new Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,300 shares; 2024Q4: 11,300 shares; 2025Q1: 11,300 shares; 2025Q2: 11,300 shares; 2025Q3: 11,440 shares; 2025Q4: 11,690 shares; 2026Q1: 11,787 shares; 2026Q2: 11,938 shares 11,938 $136K 0.02% +151 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,335 shares 10,335 $59.8K 0.01% new Timeline HKD AMTD DIGITAL INC More: the full row for AMTD DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,353 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 67,921 shares; 2026Q2: 25,000 shares 25,000 $39.8K <0.01% -42,921 Timeline