MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,817 shares; 2025Q1: 19,049 shares; 2025Q2: 18,927 shares; 2025Q3: 17,859 shares; 2025Q4: 17,075 shares; 2026Q1: 24,137 shares; 2026Q2: 23,398 shares 23,398 $8.73M 7.25% -739 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 loaded; 2024Q4: 233,999 shares; 2025Q1: 285,270 shares; 2025Q2: 325,571 shares; 2025Q3: 212,329 shares; 2025Q4: 170,319 shares; 2026Q1: 166,111 shares; 2026Q2: 170,861 shares 170,861 $8.64M 7.18% +4,750 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,897 shares; 2025Q1: 29,231 shares; 2025Q2: 28,376 shares; 2025Q3: 19,613 shares; 2025Q4: 11,092 shares; 2026Q1: 10,407 shares; 2026Q2: 10,731 shares 10,731 $7.37M 6.12% +324 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: not loaded; 2024Q4: 6,654 shares; 2025Q1: 7,789 shares; 2025Q2: 7,456 shares; 2025Q3: 6,657 shares; 2025Q4: 6,619 shares; 2026Q1: 6,589 shares; 2026Q2: 6,565 shares 6,565 $4.92M 4.08% -24 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 loaded; 2024Q4: 100,574 shares; 2025Q1: 107,164 shares; 2025Q2: 112,436 shares; 2025Q3: 80,385 shares; 2025Q4: 47,869 shares; 2026Q1: 44,329 shares; 2026Q2: 46,971 shares 46,971 $4.54M 3.77% +2,642 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: not loaded; 2024Q4: 32,675 shares; 2025Q1: 29,635 shares; 2025Q2: 28,733 shares; 2025Q3: 23,455 shares; 2025Q4: 16,674 shares; 2026Q1: 15,614 shares; 2026Q2: 15,160 shares 15,160 $4.39M 3.64% -454 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,686 shares; 2025Q1: 5,770 shares; 2025Q2: 6,998 shares; 2025Q3: 4,854 shares; 2025Q4: 4,387 shares; 2026Q1: 5,043 shares; 2026Q2: 5,201 shares 5,201 $3.83M 3.18% +158 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 102,420 shares; 2025Q1: 88,261 shares; 2025Q2: 119,471 shares; 2025Q3: 67,052 shares; 2025Q4: 48,623 shares; 2026Q1: 38,464 shares; 2026Q2: 37,509 shares 37,509 $3.76M 3.12% -955 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: not loaded; 2024Q4: 65,968 shares; 2025Q1: 146,012 shares; 2025Q2: 151,416 shares; 2025Q3: 89,755 shares; 2025Q4: 61,598 shares; 2026Q1: 60,206 shares; 2026Q2: 65,527 shares 65,527 $3.31M 2.75% +5,321 Timeline VSAT VIASAT INC More: the full row for VIASAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 38,291 shares; 2025Q1: 33,741 shares; 2025Q2: 32,241 shares; 2025Q3: 31,241 shares; 2025Q4: 30,535 shares; 2026Q1: 29,789 shares; 2026Q2: 29,170 shares 29,170 $2.62M 2.18% -619 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 loaded; 2024Q4: 9,995 shares; 2025Q1: 10,941 shares; 2025Q2: 11,649 shares; 2025Q3: 7,129 shares; 2025Q4: 4,741 shares; 2026Q1: 6,967 shares; 2026Q2: 6,997 shares 6,997 $2.58M 2.14% +30 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: not loaded; 2024Q4: 18,223 shares; 2025Q1: 19,634 shares; 2025Q2: 18,390 shares; 2025Q3: 17,025 shares; 2025Q4: 15,304 shares; 2026Q1: 14,370 shares; 2026Q2: 12,854 shares 12,854 $2.57M 2.14% -1,516 Timeline DFAE 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 loaded; 2024Q4: 11,919 shares; 2025Q1: 13,839 shares; 2025Q2: 19,961 shares; 2025Q3: 16,537 shares; 2025Q4: 19,282 shares; 2026Q1: 53,598 shares; 2026Q2: 57,337 shares 57,337 $2.31M 1.92% +3,739 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 42,276 shares; 2025Q1: 67,769 shares; 2025Q2: 59,953 shares; 2025Q3: 43,402 shares; 2025Q4: 33,947 shares; 2026Q1: 37,786 shares; 2026Q2: 39,470 shares 39,470 $2.23M 1.85% +1,684 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: not loaded; 2024Q4: 6,828 shares; 2025Q1: 6,766 shares; 2025Q2: 7,313 shares; 2025Q3: 5,999 shares; 2025Q4: 6,057 shares; 2026Q1: 6,171 shares; 2026Q2: 6,179 shares 6,179 $2.18M 1.81% +8 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: not loaded; 2024Q4: 18,157 shares; 2025Q1: 18,200 shares; 2025Q2: 18,009 shares; 2025Q3: 16,768 shares; 2025Q4: 16,523 shares; 2026Q1: 15,632 shares; 2026Q2: 15,448 shares 15,448 $2.12M 1.77% -184 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,833 shares; 2025Q1: 5,016 shares; 2025Q2: 22,308 shares; 2025Q3: 17,364 shares; 2025Q4: 14,247 shares; 2026Q1: 12,534 shares; 2026Q2: 12,497 shares 12,497 $1.98M 1.65% -37 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,459 shares; 2025Q1: 5,086 shares; 2025Q2: 5,414 shares; 2025Q3: 2,844 shares; 2025Q4: 3,041 shares; 2026Q1: 3,685 shares; 2026Q2: 3,695 shares 3,695 $1.85M 1.54% +10 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,036 shares; 2025Q1: 8,079 shares; 2025Q2: 8,067 shares; 2025Q3: 7,845 shares; 2025Q4: 7,753 shares; 2026Q1: 7,846 shares; 2026Q2: 7,885 shares 7,885 $1.72M 1.43% +39 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 27,938 shares; 2025Q1: 31,895 shares; 2025Q2: 32,261 shares; 2025Q3: 23,657 shares; 2025Q4: 19,323 shares; 2026Q1: 18,633 shares; 2026Q2: 19,346 shares 19,346 $1.61M 1.34% +713 Timeline JEPQ 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 loaded; 2024Q4: not reported; 2025Q1: 11,020 shares; 2025Q2: 15,764 shares; 2025Q3: 11,642 shares; 2025Q4: 15,910 shares; 2026Q1: 20,863 shares; 2026Q2: 22,436 shares 22,436 $1.38M 1.15% +1,573 Timeline JPIB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,384 shares; 2025Q4: 19,534 shares; 2026Q1: 17,911 shares; 2026Q2: 28,451 shares 28,451 $1.38M 1.14% +10,540 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: not loaded; 2024Q4: 11,486 shares; 2025Q1: 11,039 shares; 2025Q2: 10,768 shares; 2025Q3: 6,709 shares; 2025Q4: 5,368 shares; 2026Q1: 5,768 shares; 2026Q2: 5,688 shares 5,688 $1.36M 1.13% -80 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,696 shares 9,696 $1.35M 1.12% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,831 shares; 2025Q1: 6,815 shares; 2025Q2: 6,558 shares; 2025Q3: 6,570 shares; 2025Q4: 5,695 shares; 2026Q1: 8,596 shares; 2026Q2: 9,009 shares 9,009 $1.34M 1.11% +413 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 loaded; 2024Q4: 8,987 shares; 2025Q1: 8,985 shares; 2025Q2: 8,846 shares; 2025Q3: 8,589 shares; 2025Q4: 8,359 shares; 2026Q1: 8,338 shares; 2026Q2: 7,999 shares 7,999 $1.31M 1.09% -339 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,527 shares; 2025Q3: 6,880 shares; 2025Q4: 7,055 shares; 2026Q1: 6,774 shares; 2026Q2: 8,728 shares 8,728 $1.28M 1.06% +1,954 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,388 shares; 2025Q1: 8,829 shares; 2025Q2: 9,686 shares; 2025Q3: 10,996 shares; 2025Q4: 13,185 shares; 2026Q1: 13,888 shares; 2026Q2: 14,506 shares 14,506 $1.25M 1.04% +618 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,968 shares; 2026Q1: 10,595 shares; 2026Q2: 24,654 shares 24,654 $1.25M 1.04% +14,059 Timeline JCPB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,445 shares 26,445 $1.24M 1.03% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,953 shares; 2025Q1: 6,837 shares; 2025Q2: 6,770 shares; 2025Q3: 6,814 shares; 2025Q4: 6,820 shares; 2026Q1: 6,851 shares; 2026Q2: 6,892 shares 6,892 $1.08M 0.89% +41 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 76,552 shares; 2025Q1: 70,921 shares; 2025Q2: 70,921 shares; 2025Q3: 70,921 shares; 2025Q4: 66,721 shares; 2026Q1: 66,721 shares; 2026Q2: 35,721 shares 35,721 $1.06M 0.88% -31,000 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: not loaded; 2024Q4: 22,703 shares; 2025Q1: 21,906 shares; 2025Q2: 21,729 shares; 2025Q3: 21,954 shares; 2025Q4: 20,651 shares; 2026Q1: 20,861 shares; 2026Q2: 21,076 shares 21,076 $1.05M 0.87% +215 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 22,092 shares; 2025Q1: 22,092 shares; 2025Q2: 22,074 shares; 2025Q3: 21,997 shares; 2025Q4: 17,458 shares; 2026Q1: 17,420 shares; 2026Q2: 17,420 shares 17,420 $899K 0.75% 0 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: not loaded; 2024Q4: 6,711 shares; 2025Q1: 6,664 shares; 2025Q2: 6,474 shares; 2025Q3: 3,627 shares; 2025Q4: 2,458 shares; 2026Q1: 2,460 shares; 2026Q2: 2,471 shares 2,471 $883K 0.73% +11 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: not loaded; 2024Q4: 1,197 shares; 2025Q1: 1,164 shares; 2025Q2: 1,066 shares; 2025Q3: 1,084 shares; 2025Q4: 927 shares; 2026Q1: 926 shares; 2026Q2: 934 shares 934 $874K 0.73% +8 Timeline CORZ CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,968 shares; 2026Q2: 33,968 shares 33,968 $869K 0.72% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,008 shares; 2025Q1: 4,984 shares; 2025Q2: 4,993 shares; 2025Q3: 4,925 shares; 2025Q4: 3,480 shares; 2026Q1: 3,404 shares; 2026Q2: 3,410 shares 3,410 $774K 0.64% +6 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 loaded; 2024Q4: 30,866 shares; 2025Q1: 24,152 shares; 2025Q2: 25,568 shares; 2025Q3: 20,848 shares; 2025Q4: 17,692 shares; 2026Q1: 17,692 shares; 2026Q2: 17,692 shares 17,692 $747K 0.62% 0 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 loaded; 2024Q4: 19,433 shares; 2025Q1: 19,433 shares; 2025Q2: 19,433 shares; 2025Q3: 8,783 shares; 2025Q4: not reported; 2026Q1: 14,330 shares; 2026Q2: 14,330 shares 14,330 $709K 0.59% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,415 shares; 2026Q1: 11,032 shares; 2026Q2: 13,341 shares 13,341 $709K 0.59% +2,309 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,010 shares; 2025Q1: 6,725 shares; 2025Q2: 6,453 shares; 2025Q3: 3,705 shares; 2025Q4: 3,431 shares; 2026Q1: 7,726 shares; 2026Q2: 8,312 shares 8,312 $689K 0.57% +586 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,425 shares; 2025Q1: 5,294 shares; 2025Q2: 5,318 shares; 2025Q3: 5,343 shares; 2025Q4: 5,071 shares; 2026Q1: 4,790 shares; 2026Q2: 24,091 shares 24,091 $660K 0.55% +19,301 Timeline FTSL 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 loaded; 2024Q4: 11,873 shares; 2025Q1: 12,020 shares; 2025Q2: 17,104 shares; 2025Q3: 15,122 shares; 2025Q4: 15,360 shares; 2026Q1: 15,603 shares; 2026Q2: 14,631 shares 14,631 $655K 0.54% -972 Timeline CORZW CORE SCIENTIFIC INC NEW More: the full row for CORE SCIENTIFIC INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,580 shares; 2026Q2: 34,204 shares 34,204 $643K 0.53% +9,624 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 loaded; 2024Q4: 22,685 shares; 2025Q1: 20,143 shares; 2025Q2: 20,143 shares; 2025Q3: 20,143 shares; 2025Q4: 20,143 shares; 2026Q1: 20,143 shares; 2026Q2: 20,143 shares 20,143 $629K 0.52% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,561 shares; 2025Q1: 1,130 shares; 2025Q2: 1,369 shares; 2025Q3: 1,303 shares; 2025Q4: 1,131 shares; 2026Q1: 1,493 shares; 2026Q2: 1,488 shares 1,488 $626K 0.52% -5 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,216 shares; 2025Q1: 4,232 shares; 2025Q2: 3,567 shares; 2025Q3: 4,118 shares; 2025Q4: 3,788 shares; 2026Q1: 3,759 shares; 2026Q2: 5,412 shares 5,412 $582K 0.48% +1,653 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 loaded; 2024Q4: 1,494 shares; 2025Q1: 1,414 shares; 2025Q2: 1,443 shares; 2025Q3: 996 shares; 2025Q4: 1,229 shares; 2026Q1: 1,523 shares; 2026Q2: 999 shares 999 $563K 0.47% -524 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 771 shares; 2026Q2: 772 shares 772 $558K 0.46% +1 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 456 shares 456 $526K 0.44% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 4,687 shares; 2025Q1: 4,749 shares; 2025Q2: 4,984 shares; 2025Q3: 5,046 shares; 2025Q4: 5,009 shares; 2026Q1: 5,246 shares; 2026Q2: 4,761 shares 4,761 $507K 0.42% -485 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,157 shares; 2025Q1: 1,687 shares; 2025Q2: 1,223 shares; 2025Q3: 1,363 shares; 2025Q4: 1,893 shares; 2026Q1: 2,753 shares; 2026Q2: 1,297 shares 1,297 $490K 0.41% -1,456 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: not loaded; 2024Q4: 4,475 shares; 2025Q1: 4,271 shares; 2025Q2: 4,335 shares; 2025Q3: 4,170 shares; 2025Q4: 3,373 shares; 2026Q1: 4,282 shares; 2026Q2: 4,197 shares 4,197 $475K 0.39% -85 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,170 shares; 2026Q2: 8,349 shares 8,349 $474K 0.39% +2,179 Timeline INOV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares; 2026Q2: 12,665 shares 12,665 $465K 0.39% -1,035 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,500 shares; 2025Q3: 8,800 shares; 2025Q4: 14,800 shares; 2026Q1: 9,800 shares; 2026Q2: 14,300 shares 14,300 $459K 0.38% +4,500 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,425 shares; 2026Q2: 14,420 shares 14,420 $457K 0.38% +1,995 Timeline NJUL 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 loaded; 2024Q4: 5,905 shares; 2025Q1: 5,905 shares; 2025Q2: 5,905 shares; 2025Q3: 5,905 shares; 2025Q4: 5,905 shares; 2026Q1: 5,905 shares; 2026Q2: 5,905 shares 5,905 $457K 0.38% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,951 shares; 2025Q1: 1,902 shares; 2025Q2: 1,896 shares; 2025Q3: 1,514 shares; 2025Q4: 1,295 shares; 2026Q1: 1,301 shares; 2026Q2: 1,285 shares 1,285 $453K 0.38% -16 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,008 shares; 2026Q2: 5,158 shares 5,158 $453K 0.38% +1,150 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,725 shares 1,725 $450K 0.37% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,985 shares; 2025Q1: 9,940 shares; 2025Q2: 9,940 shares; 2025Q3: 9,940 shares; 2025Q4: 5,045 shares; 2026Q1: 5,043 shares; 2026Q2: 5,630 shares 5,630 $425K 0.35% +587 Timeline POCT 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 loaded; 2024Q4: 28,014 shares; 2025Q1: 15,044 shares; 2025Q2: 15,044 shares; 2025Q3: 9,135 shares; 2025Q4: 9,135 shares; 2026Q1: 9,135 shares; 2026Q2: 9,135 shares 9,135 $424K 0.35% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares; 2026Q1: not reported; 2026Q2: 709 shares 709 $412K 0.34% new Timeline HYS 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: not loaded; 2024Q4: 3,655 shares; 2025Q1: 3,681 shares; 2025Q2: 3,623 shares; 2025Q3: 3,788 shares; 2025Q4: 3,856 shares; 2026Q1: 4,296 shares; 2026Q2: 4,370 shares 4,370 $409K 0.34% +74 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: not loaded; 2024Q4: 4,106 shares; 2025Q1: 4,114 shares; 2025Q2: 4,186 shares; 2025Q3: 1,813 shares; 2025Q4: 1,262 shares; 2026Q1: 1,239 shares; 2026Q2: 1,241 shares 1,241 $406K 0.34% +2 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 444 shares; 2025Q1: 465 shares; 2025Q2: 471 shares; 2025Q3: 494 shares; 2025Q4: 392 shares; 2026Q1: 393 shares; 2026Q2: 385 shares 385 $389K 0.32% -8 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: not loaded; 2024Q4: 4,147 shares; 2025Q1: 4,259 shares; 2025Q2: 3,840 shares; 2025Q3: 2,706 shares; 2025Q4: 2,337 shares; 2026Q1: 2,809 shares; 2026Q2: 2,839 shares 2,839 $388K 0.32% +30 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 loaded; 2024Q4: 1,074 shares; 2025Q1: 1,078 shares; 2025Q2: 1,307 shares; 2025Q3: 1,083 shares; 2025Q4: 1,091 shares; 2026Q1: 1,095 shares; 2026Q2: 4,630 shares 4,630 $373K 0.31% +3,535 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: not loaded; 2024Q4: 3,136 shares; 2025Q1: 3,382 shares; 2025Q2: 3,325 shares; 2025Q3: 2,402 shares; 2025Q4: 2,072 shares; 2026Q1: 2,211 shares; 2026Q2: 2,221 shares 2,221 $368K 0.31% +10 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: not loaded; 2024Q4: 8,402 shares; 2025Q1: 8,260 shares; 2025Q2: 8,227 shares; 2025Q3: 1,356 shares; 2025Q4: 936 shares; 2026Q1: 1,036 shares; 2026Q2: 1,036 shares 1,036 $356K 0.3% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,572 shares; 2025Q1: 1,572 shares; 2025Q2: 1,642 shares; 2025Q3: 1,411 shares; 2025Q4: 1,360 shares; 2026Q1: 1,632 shares; 2026Q2: 1,630 shares 1,630 $353K 0.29% -2 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares; 2026Q2: 689 shares 689 $338K 0.28% +8 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,100 shares; 2026Q2: 8,193 shares 8,193 $338K 0.28% +93 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,773 shares; 2025Q3: 5,841 shares; 2025Q4: 10,437 shares; 2026Q1: 8,368 shares; 2026Q2: 8,467 shares 8,467 $334K 0.28% +99 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,414 shares; 2026Q2: 6,190 shares 6,190 $329K 0.27% +776 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,265 shares; 2025Q1: 6,040 shares; 2025Q2: 6,137 shares; 2025Q3: 6,137 shares; 2025Q4: 5,983 shares; 2026Q1: 5,983 shares; 2026Q2: 5,983 shares 5,983 $327K 0.27% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 448 shares; 2026Q1: 448 shares; 2026Q2: 448 shares 448 $320K 0.27% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,632 shares 10,632 $308K 0.26% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,718 shares; 2025Q3: 2,624 shares; 2025Q4: 2,958 shares; 2026Q1: 3,162 shares; 2026Q2: 3,196 shares 3,196 $305K 0.25% +34 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 25,536 shares; 2025Q1: 23,266 shares; 2025Q2: 23,112 shares; 2025Q3: 12,640 shares; 2025Q4: 13,586 shares; 2026Q1: 16,033 shares; 2026Q2: 15,818 shares 15,818 $302K 0.25% -215 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 71 shares; 2025Q4: 66 shares; 2026Q1: 67 shares; 2026Q2: 1,651 shares 1,651 $294K 0.24% +1,584 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: not loaded; 2024Q4: 1,663 shares; 2025Q1: 1,670 shares; 2025Q2: 1,993 shares; 2025Q3: 1,144 shares; 2025Q4: 1,170 shares; 2026Q1: 1,165 shares; 2026Q2: 1,168 shares 1,168 $294K 0.24% +3 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,145 shares; 2025Q1: 15,362 shares; 2025Q2: 14,572 shares; 2025Q3: 15,061 shares; 2025Q4: 15,603 shares; 2026Q1: 16,092 shares; 2026Q2: 16,327 shares 16,327 $292K 0.24% +235 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,888 shares; 2025Q1: 8,330 shares; 2025Q2: 8,330 shares; 2025Q3: 4,565 shares; 2025Q4: 4,845 shares; 2026Q1: 4,915 shares; 2026Q2: 4,875 shares 4,875 $287K 0.24% -40 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,986 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,209 shares 3,209 $274K 0.23% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 278 shares; 2025Q1: 264 shares; 2025Q2: 284 shares; 2025Q3: 218 shares; 2025Q4: not reported; 2026Q1: 3,773 shares; 2026Q2: 3,760 shares 3,760 $268K 0.22% -13 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,447 shares; 2025Q1: 5,734 shares; 2025Q2: 4,034 shares; 2025Q3: 4,034 shares; 2025Q4: 3,956 shares; 2026Q1: 3,524 shares; 2026Q2: 3,524 shares 3,524 $266K 0.22% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 840 shares 840 $251K 0.21% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,123 shares; 2026Q2: 5,501 shares 5,501 $248K 0.21% -20,622 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: not loaded; 2024Q4: 575 shares; 2025Q1: 776 shares; 2025Q2: 776 shares; 2025Q3: 420 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225 $239K 0.2% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 204 shares 204 $232K 0.19% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,888 shares 3,888 $231K 0.19% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,166 shares; 2026Q2: 3,170 shares 3,170 $227K 0.19% +4 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 1,050 shares; 2025Q1: 1,816 shares; 2025Q2: 1,961 shares; 2025Q3: 2,081 shares; 2025Q4: 1,072 shares; 2026Q1: not reported; 2026Q2: 473 shares 473 $226K 0.19% new 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: not loaded; 2024Q4: 2,060 shares; 2025Q1: 2,062 shares; 2025Q2: 3,928 shares; 2025Q3: 837 shares; 2025Q4: 815 shares; 2026Q1: 774 shares; 2026Q2: 607 shares 607 $224K 0.19% -167 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 751 shares; 2025Q1: 753 shares; 2025Q2: 749 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 698 shares 698 $222K 0.18% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 26,601 shares; 2025Q1: 18,120 shares; 2025Q2: 17,508 shares; 2025Q3: 16,525 shares; 2025Q4: 16,540 shares; 2026Q1: 15,930 shares; 2026Q2: 15,937 shares 15,937 $222K 0.18% +7 Timeline IAPR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,762 shares; 2025Q3: 7,327 shares; 2025Q4: 6,584 shares; 2026Q1: 6,584 shares; 2026Q2: 6,584 shares 6,584 $219K 0.18% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 862 shares 862 $209K 0.17% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,085 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,408 shares; 2026Q2: 4,509 shares 4,509 $204K 0.17% +101 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775 shares; 2026Q2: 1,781 shares 1,781 $204K 0.17% +6 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,282 shares 2,282 $203K 0.17% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,650 shares 4,650 $201K 0.17% new Timeline IJUN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,420 shares 6,420 $200K 0.17% new Timeline FCT FIRST TR SR FLTG RATE INCOME More: the full row for FIRST TR SR FLTG RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 118,962 shares; 2025Q1: 124,416 shares; 2025Q2: 88,944 shares; 2025Q3: 49,158 shares; 2025Q4: 12,087 shares; 2026Q1: 12,404 shares; 2026Q2: 12,737 shares 12,737 $123K 0.1% +333 Timeline