SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,219,612 shares; 2024Q4: 9,833,558 shares; 2025Q1: 9,874,084 shares; 2025Q2: 9,481,593 shares; 2025Q3: 9,414,080 shares; 2025Q4: 9,998,509 shares; 2026Q1: 10,490,753 shares; 2026Q2: 12,808,366 shares 12,808,366 $377M 29.03% +2,317,613 Timeline ACWX 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: 1,194,344 shares; 2026Q2: 2,207,262 shares 2,207,262 $168M 12.94% +1,012,918 Timeline BOND 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: 257,889 shares; 2024Q4: 667,584 shares; 2025Q1: 679,929 shares; 2025Q2: 659,337 shares; 2025Q3: 656,343 shares; 2025Q4: 1,315,663 shares; 2026Q1: 1,266,570 shares; 2026Q2: 1,347,216 shares 1,347,216 $124M 9.57% +80,646 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 804,792 shares; 2024Q4: 838,859 shares; 2025Q1: 867,811 shares; 2025Q2: 874,665 shares; 2025Q3: 867,326 shares; 2025Q4: 884,396 shares; 2026Q1: 1,063,343 shares; 2026Q2: 1,574,014 shares 1,574,014 $106M 8.19% +510,671 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: 295,630 shares; 2024Q4: 327,225 shares; 2025Q1: 344,207 shares; 2025Q2: 333,891 shares; 2025Q3: 332,544 shares; 2025Q4: 703,413 shares; 2026Q1: 829,407 shares; 2026Q2: 899,732 shares 899,732 $89.1M 6.86% +70,325 Timeline JPSE 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: 1,211,892 shares; 2024Q4: 1,237,906 shares; 2025Q1: 1,268,046 shares; 2025Q2: 1,248,672 shares; 2025Q3: 1,240,196 shares; 2025Q4: 1,233,487 shares; 2026Q1: 1,028,198 shares; 2026Q2: 1,075,753 shares 1,075,753 $64.7M 4.98% +47,555 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,403 shares; 2026Q2: 743,148 shares 743,148 $50.8M 3.92% +682,745 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,251,597 shares; 2024Q4: 1,298,734 shares; 2025Q1: 1,313,615 shares; 2025Q2: 1,212,510 shares; 2025Q3: 1,207,451 shares; 2025Q4: 1,478,347 shares; 2026Q1: 1,256,588 shares; 2026Q2: 1,183,714 shares 1,183,714 $43.8M 3.38% -72,874 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 817,772 shares; 2026Q2: 1,639,480 shares 1,639,480 $33.4M 2.57% +821,708 Timeline EFIV 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: 354,875 shares; 2024Q4: 357,455 shares; 2025Q1: 466,805 shares; 2025Q2: 414,067 shares; 2025Q3: 414,067 shares; 2025Q4: 408,847 shares; 2026Q1: 412,410 shares; 2026Q2: 407,529 shares 407,529 $29.7M 2.29% -4,881 Timeline BLV 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: 660,092 shares; 2024Q4: 677,485 shares; 2025Q1: 684,640 shares; 2025Q2: 624,928 shares; 2025Q3: 622,673 shares; 2025Q4: 410,220 shares; 2026Q1: 387,748 shares; 2026Q2: 375,234 shares 375,234 $25.9M 1.99% -12,514 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: 53,853 shares; 2024Q4: 63,910 shares; 2025Q1: 121,031 shares; 2025Q2: 124,574 shares; 2025Q3: 121,891 shares; 2025Q4: 115,644 shares; 2026Q1: 46,139 shares; 2026Q2: 40,276 shares 40,276 $8.06M 0.62% -5,863 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: 69,309 shares; 2024Q4: 68,323 shares; 2025Q1: 64,898 shares; 2025Q2: 54,089 shares; 2025Q3: 54,806 shares; 2025Q4: 51,682 shares; 2026Q1: 38,634 shares; 2026Q2: 19,581 shares 19,581 $8.02M 0.62% -19,053 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: 175,150 shares; 2024Q4: 173,045 shares; 2025Q1: 170,188 shares; 2025Q2: 157,948 shares; 2025Q3: 157,111 shares; 2025Q4: 139,511 shares; 2026Q1: 92,755 shares; 2026Q2: 32,425 shares 32,425 $7.36M 0.57% -60,330 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 145,921 shares; 2024Q4: 147,162 shares; 2025Q1: 149,192 shares; 2025Q2: 135,265 shares; 2025Q3: 135,265 shares; 2025Q4: 135,070 shares; 2026Q1: 135,892 shares; 2026Q2: 140,062 shares 140,062 $7.3M 0.56% +4,170 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: 11,666 shares; 2024Q4: 13,563 shares; 2025Q1: 13,331 shares; 2025Q2: 12,684 shares; 2025Q3: 12,664 shares; 2025Q4: 11,854 shares; 2026Q1: 11,375 shares; 2026Q2: 9,525 shares 9,525 $7.13M 0.55% -1,850 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 237,649 shares; 2024Q4: 246,126 shares; 2025Q1: 248,966 shares; 2025Q2: 226,372 shares; 2025Q3: 225,538 shares; 2025Q4: 269,270 shares; 2026Q1: 151,117 shares; 2026Q2: 65,021 shares 65,021 $6.9M 0.53% -86,096 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 373,916 shares; 2024Q4: 377,316 shares; 2025Q1: 381,830 shares; 2025Q2: 275,279 shares; 2025Q3: 275,279 shares; 2025Q4: 244,218 shares; 2026Q1: 282,422 shares; 2026Q2: 302,281 shares 302,281 $6.69M 0.52% +19,859 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 224,002 shares; 2024Q4: 235,069 shares; 2025Q1: 228,190 shares; 2025Q2: 210,530 shares; 2025Q3: 209,241 shares; 2025Q4: 507,585 shares; 2026Q1: 319,374 shares; 2026Q2: 101,129 shares 101,129 $6.04M 0.46% -218,245 Timeline VSGX 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: 62,350 shares; 2024Q4: 62,350 shares; 2025Q1: 62,350 shares; 2025Q2: 57,700 shares; 2025Q3: 57,700 shares; 2025Q4: 57,700 shares; 2026Q1: 57,831 shares; 2026Q2: 58,316 shares 58,316 $4.8M 0.37% +485 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 469,408 shares; 2024Q4: 486,104 shares; 2025Q1: 492,346 shares; 2025Q2: 468,079 shares; 2025Q3: 466,169 shares; 2025Q4: 568,963 shares; 2026Q1: 306,997 shares; 2026Q2: 87,575 shares 87,575 $4.23M 0.33% -219,422 Timeline BSV 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: not reported; 2024Q4: not reported; 2025Q1: 19,518 shares; 2025Q2: 23,360 shares; 2025Q3: 23,360 shares; 2025Q4: 3,364 shares; 2026Q1: 44,548 shares; 2026Q2: 50,190 shares 50,190 $3.91M 0.3% +5,642 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,866 shares; 2024Q4: not reported; 2025Q1: 5,355 shares; 2025Q2: 6,628 shares; 2025Q3: 6,578 shares; 2025Q4: 4,596 shares; 2026Q1: 4,299 shares; 2026Q2: 5,165 shares 5,165 $3.86M 0.3% +866 Timeline STIP 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: 31,755 shares; 2025Q3: 31,435 shares; 2025Q4: 29,075 shares; 2026Q1: 33,375 shares; 2026Q2: 33,399 shares 33,399 $3.41M 0.26% +24 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,489 shares; 2024Q4: 75,225 shares; 2025Q1: 75,698 shares; 2025Q2: 61,391 shares; 2025Q3: 61,391 shares; 2025Q4: 60,945 shares; 2026Q1: 61,367 shares; 2026Q2: 61,944 shares 61,944 $3.39M 0.26% +577 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: 14,519 shares; 2024Q4: 13,966 shares; 2025Q1: 14,169 shares; 2025Q2: 11,602 shares; 2025Q3: 11,602 shares; 2025Q4: 22,999 shares; 2026Q1: 19,519 shares; 2026Q2: 17,688 shares 17,688 $3.37M 0.26% -1,831 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: 18,011 shares; 2024Q4: 26,503 shares; 2025Q1: 24,852 shares; 2025Q2: 24,320 shares; 2025Q3: 22,933 shares; 2025Q4: 21,245 shares; 2026Q1: 11,279 shares; 2026Q2: 11,054 shares 11,054 $3.2M 0.25% -225 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 521,648 shares; 2024Q4: 558,916 shares; 2025Q1: 597,180 shares; 2025Q2: 661,213 shares; 2025Q3: 655,164 shares; 2025Q4: 691,510 shares; 2026Q1: 118,132 shares; 2026Q2: 51,812 shares 51,812 $3.15M 0.24% -66,320 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,742 shares; 2024Q4: 25,975 shares; 2025Q1: 36,784 shares; 2025Q2: 38,608 shares; 2025Q3: 38,608 shares; 2025Q4: not reported; 2026Q1: 52,520 shares; 2026Q2: 56,031 shares 56,031 $2.81M 0.22% +3,511 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: 7,517 shares; 2024Q4: not reported; 2025Q1: 7,582 shares; 2025Q2: 7,410 shares; 2025Q3: 7,410 shares; 2025Q4: 7,276 shares; 2026Q1: 7,170 shares; 2026Q2: 7,238 shares 7,238 $2.71M 0.21% +68 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 233,420 shares; 2024Q4: 230,976 shares; 2025Q1: 227,125 shares; 2025Q2: 208,812 shares; 2025Q3: 208,420 shares; 2025Q4: 189,612 shares; 2026Q1: 110,420 shares; 2026Q2: 38,831 shares 38,831 $2.63M 0.2% -71,589 Timeline SCHH 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: 105,742 shares; 2024Q4: 105,749 shares; 2025Q1: 105,751 shares; 2025Q2: 105,540 shares; 2025Q3: 105,540 shares; 2025Q4: 105,540 shares; 2026Q1: 106,108 shares; 2026Q2: 106,854 shares 106,854 $2.53M 0.19% +746 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: 20,677 shares; 2024Q4: 20,471 shares; 2025Q1: 21,464 shares; 2025Q2: 20,566 shares; 2025Q3: 20,526 shares; 2025Q4: 16,921 shares; 2026Q1: 15,780 shares; 2026Q2: 4,831 shares 4,831 $2.42M 0.19% -10,949 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: 25,610 shares; 2024Q4: 32,547 shares; 2025Q1: 28,959 shares; 2025Q2: 28,391 shares; 2025Q3: 27,192 shares; 2025Q4: 16,854 shares; 2026Q1: 15,611 shares; 2026Q2: 6,205 shares 6,205 $2.19M 0.17% -9,406 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 350,511 shares; 2024Q4: 349,811 shares; 2025Q1: 303,801 shares; 2025Q2: 281,644 shares; 2025Q3: 281,644 shares; 2025Q4: 255,814 shares; 2026Q1: 259,627 shares; 2026Q2: 191,759 shares 191,759 $2.18M 0.17% -67,868 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: 1,848 shares; 2024Q4: not reported; 2025Q1: 1,848 shares; 2025Q2: 1,810 shares; 2025Q3: 1,810 shares; 2025Q4: 1,788 shares; 2026Q1: 1,786 shares; 2026Q2: 1,798 shares 1,798 $2.11M 0.16% +12 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,298 shares; 2024Q4: 36,086 shares; 2025Q1: 36,086 shares; 2025Q2: 26,017 shares; 2025Q3: 26,017 shares; 2025Q4: 22,041 shares; 2026Q1: 22,041 shares; 2026Q2: 22,041 shares 22,041 $1.95M 0.15% 0 Timeline CGW 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: 59,339 shares; 2024Q4: 58,517 shares; 2025Q1: 55,292 shares; 2025Q2: 39,541 shares; 2025Q3: 39,541 shares; 2025Q4: 39,252 shares; 2026Q1: 39,347 shares; 2026Q2: 28,393 shares 28,393 $1.87M 0.14% -10,954 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: 20,451 shares; 2024Q4: 28,857 shares; 2025Q1: 25,890 shares; 2025Q2: 28,026 shares; 2025Q3: 27,047 shares; 2025Q4: 17,520 shares; 2026Q1: 16,782 shares; 2026Q2: 7,084 shares 7,084 $1.69M 0.13% -9,698 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,707 shares; 2025Q2: 11,156 shares; 2025Q3: 11,156 shares; 2025Q4: not reported; 2026Q1: 17,417 shares; 2026Q2: 17,860 shares 17,860 $1.62M 0.12% +443 Timeline MDYG 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: 55,427 shares; 2024Q4: 55,278 shares; 2025Q1: 55,011 shares; 2025Q2: 46,708 shares; 2025Q3: 46,872 shares; 2025Q4: 43,640 shares; 2026Q1: 30,925 shares; 2026Q2: 14,211 shares 14,211 $1.59M 0.12% -16,714 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: 120,484 shares; 2024Q4: 121,134 shares; 2025Q1: 122,217 shares; 2025Q2: 117,757 shares; 2025Q3: 118,205 shares; 2025Q4: 77,560 shares; 2026Q1: 77,078 shares; 2026Q2: 10,274 shares 10,274 $1.41M 0.11% -66,804 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,353 shares; 2024Q4: 28,353 shares; 2025Q1: 29,614 shares; 2025Q2: 29,627 shares; 2025Q3: 29,627 shares; 2025Q4: not reported; 2026Q1: 37,835 shares; 2026Q2: 46,753 shares 46,753 $1.4M 0.11% +8,918 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: 4,639 shares; 2024Q4: not reported; 2025Q1: 4,640 shares; 2025Q2: 4,606 shares; 2025Q3: 4,606 shares; 2025Q4: 4,606 shares; 2026Q1: 4,605 shares; 2026Q2: 4,605 shares 4,605 $1.34M 0.1% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 196,912 shares; 2024Q4: 195,962 shares; 2025Q1: 191,729 shares; 2025Q2: 176,176 shares; 2025Q3: 175,580 shares; 2025Q4: 153,748 shares; 2026Q1: 114,343 shares; 2026Q2: 11,950 shares 11,950 $1.32M 0.1% -102,393 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: 5,140 shares; 2024Q4: not reported; 2025Q1: 5,788 shares; 2025Q2: 4,901 shares; 2025Q3: 4,349 shares; 2025Q4: 3,158 shares; 2026Q1: 1,770 shares; 2026Q2: 1,713 shares 1,713 $1.26M 0.1% -57 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: 4,716 shares; 2024Q4: not reported; 2025Q1: 5,240 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,114 shares; 2026Q1: 3,663 shares; 2026Q2: 3,447 shares 3,447 $1.23M 0.09% -216 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,684 shares; 2024Q4: 66,202 shares; 2025Q1: 65,292 shares; 2025Q2: 56,969 shares; 2025Q3: 56,977 shares; 2025Q4: 50,980 shares; 2026Q1: 31,667 shares; 2026Q2: 12,812 shares 12,812 $1.22M 0.09% -18,855 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,217 shares; 2024Q4: 23,579 shares; 2025Q1: 23,532 shares; 2025Q2: 23,250 shares; 2025Q3: 23,250 shares; 2025Q4: 18,357 shares; 2026Q1: 15,666 shares; 2026Q2: 5,593 shares 5,593 $1.19M 0.09% -10,073 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,075 shares; 2024Q4: 10,307 shares; 2025Q1: 14,235 shares; 2025Q2: 15,070 shares; 2025Q3: 15,070 shares; 2025Q4: not reported; 2026Q1: 15,901 shares; 2026Q2: 16,052 shares 16,052 $1.14M 0.09% +151 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: 5,004 shares; 2024Q4: 11,256 shares; 2025Q1: 15,400 shares; 2025Q2: 15,028 shares; 2025Q3: 14,509 shares; 2025Q4: 9,336 shares; 2026Q1: 8,698 shares; 2026Q2: 2,920 shares 2,920 $1.09M 0.08% -5,778 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,912 shares; 2024Q4: 17,158 shares; 2025Q1: 17,158 shares; 2025Q2: 16,157 shares; 2025Q3: 16,157 shares; 2025Q4: 14,111 shares; 2026Q1: 11,167 shares; 2026Q2: 7,462 shares 7,462 $1.08M 0.08% -3,705 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: 3,873 shares; 2024Q4: not reported; 2025Q1: 5,022 shares; 2025Q2: 6,094 shares; 2025Q3: 5,815 shares; 2025Q4: 3,099 shares; 2026Q1: 3,004 shares; 2026Q2: 1,881 shares 1,881 $1.06M 0.08% -1,123 Timeline SCHF 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: 35,568 shares; 2024Q4: 71,745 shares; 2025Q1: 69,264 shares; 2025Q2: 65,457 shares; 2025Q3: 67,731 shares; 2025Q4: 68,501 shares; 2026Q1: 68,413 shares; 2026Q2: 36,418 shares 36,418 $1.01M 0.08% -31,995 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: 6,309 shares; 2024Q4: not reported; 2025Q1: 6,076 shares; 2025Q2: 8,021 shares; 2025Q3: 8,021 shares; 2025Q4: 4,808 shares; 2026Q1: 2,688 shares; 2026Q2: 2,692 shares 2,692 $996K 0.08% +4 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: 2,937 shares; 2024Q4: 12,048 shares; 2025Q1: 8,717 shares; 2025Q2: 13,489 shares; 2025Q3: 13,489 shares; 2025Q4: 12,768 shares; 2026Q1: 12,787 shares; 2026Q2: 10,220 shares 10,220 $987K 0.08% -2,567 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,723 shares; 2024Q4: not reported; 2025Q1: 18,425 shares; 2025Q2: 17,978 shares; 2025Q3: 17,978 shares; 2025Q4: 5,339 shares; 2026Q1: 14,533 shares; 2026Q2: 13,695 shares 13,695 $985K 0.08% -838 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: 57,986 shares; 2024Q4: 70,454 shares; 2025Q1: 63,261 shares; 2025Q2: 62,242 shares; 2025Q3: 62,159 shares; 2025Q4: 29,755 shares; 2026Q1: 39,293 shares; 2026Q2: 22,621 shares 22,621 $977K 0.08% -16,672 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,180 shares; 2024Q4: 47,997 shares; 2025Q1: 48,717 shares; 2025Q2: 43,999 shares; 2025Q3: 43,999 shares; 2025Q4: 50,156 shares; 2026Q1: 48,693 shares; 2026Q2: 49,101 shares 49,101 $959K 0.07% +408 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: 26,255 shares; 2024Q4: 24,686 shares; 2025Q1: 24,686 shares; 2025Q2: 22,123 shares; 2025Q3: 22,123 shares; 2025Q4: 18,988 shares; 2026Q1: 18,988 shares; 2026Q2: 18,988 shares 18,988 $949K 0.07% 0 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: 778 shares; 2024Q4: not reported; 2025Q1: 1,473 shares; 2025Q2: 1,469 shares; 2025Q3: 1,413 shares; 2025Q4: 1,214 shares; 2026Q1: 1,088 shares; 2026Q2: 870 shares 870 $926K 0.07% -218 Timeline VGIT 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: 5,807 shares; 2024Q4: not reported; 2025Q1: 7,595 shares; 2025Q2: 7,644 shares; 2025Q3: 7,644 shares; 2025Q4: not reported; 2026Q1: 15,512 shares; 2026Q2: 15,680 shares 15,680 $925K 0.07% +168 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,979 shares; 2024Q4: 39,166 shares; 2025Q1: 39,860 shares; 2025Q2: 35,068 shares; 2025Q3: 35,068 shares; 2025Q4: 41,043 shares; 2026Q1: 46,374 shares; 2026Q2: 46,715 shares 46,715 $916K 0.07% +341 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,266 shares; 2024Q4: not reported; 2025Q1: 4,240 shares; 2025Q2: 4,238 shares; 2025Q3: 4,238 shares; 2025Q4: 4,238 shares; 2026Q1: 4,198 shares; 2026Q2: 4,049 shares 4,049 $901K 0.07% -149 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: 148,257 shares; 2024Q4: 80,593 shares; 2025Q1: 81,086 shares; 2025Q2: 81,207 shares; 2025Q3: 81,183 shares; 2025Q4: 65,725 shares; 2026Q1: 5,539 shares; 2026Q2: 2,119 shares 2,119 $890K 0.07% -3,420 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: 108,836 shares; 2024Q4: 109,476 shares; 2025Q1: 109,812 shares; 2025Q2: 104,528 shares; 2025Q3: 103,957 shares; 2025Q4: 360,727 shares; 2026Q1: 69,242 shares; 2026Q2: 7,123 shares 7,123 $886K 0.07% -62,119 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 132,459 shares; 2024Q4: 132,288 shares; 2025Q1: 127,735 shares; 2025Q2: 100,520 shares; 2025Q3: 100,520 shares; 2025Q4: 85,342 shares; 2026Q1: 76,064 shares; 2026Q2: 11,501 shares 11,501 $880K 0.07% -64,563 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,616 shares; 2024Q4: 37,769 shares; 2025Q1: 38,407 shares; 2025Q2: 33,989 shares; 2025Q3: 33,989 shares; 2025Q4: 39,674 shares; 2026Q1: 39,733 shares; 2026Q2: 40,173 shares 40,173 $818K 0.06% +440 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: 6,827 shares; 2024Q4: not reported; 2025Q1: 7,643 shares; 2025Q2: 7,668 shares; 2025Q3: 7,668 shares; 2025Q4: 7,318 shares; 2026Q1: 5,675 shares; 2026Q2: 5,568 shares 5,568 $816K 0.06% -107 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: not reported; 2024Q4: not reported; 2025Q1: 13,258 shares; 2025Q2: 11,042 shares; 2025Q3: 11,017 shares; 2025Q4: 9,171 shares; 2026Q1: 10,208 shares; 2026Q2: 10,048 shares 10,048 $775K 0.06% -160 Timeline TGT TARGET CORP More: the full row for TARGET 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: 5,700 shares; 2026Q2: 5,706 shares 5,706 $745K 0.06% +6 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: 23,056 shares; 2024Q4: 23,466 shares; 2025Q1: 24,047 shares; 2025Q2: 24,382 shares; 2025Q3: 24,382 shares; 2025Q4: 29,656 shares; 2026Q1: 29,715 shares; 2026Q2: 29,894 shares 29,894 $684K 0.05% +179 Timeline HYLB 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: 8,496 shares; 2024Q4: not reported; 2025Q1: 13,937 shares; 2025Q2: 14,856 shares; 2025Q3: 14,856 shares; 2025Q4: not reported; 2026Q1: 16,960 shares; 2026Q2: 18,698 shares 18,698 $683K 0.05% +1,738 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: 7,086 shares; 2024Q4: not reported; 2025Q1: 7,258 shares; 2025Q2: 19,065 shares; 2025Q3: 19,065 shares; 2025Q4: 12,766 shares; 2026Q1: 5,649 shares; 2026Q2: 5,609 shares 5,609 $667K 0.05% -40 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,785 shares; 2024Q4: 22,447 shares; 2025Q1: 23,010 shares; 2025Q2: 23,218 shares; 2025Q3: 23,218 shares; 2025Q4: 28,567 shares; 2026Q1: 28,624 shares; 2026Q2: 28,802 shares 28,802 $644K 0.05% +178 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 17,400 shares; 2025Q1: 22,829 shares; 2025Q2: 22,903 shares; 2025Q3: 22,903 shares; 2025Q4: 28,767 shares; 2026Q1: 28,821 shares; 2026Q2: 29,001 shares 29,001 $642K 0.05% +180 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,198 shares; 2024Q4: 25,905 shares; 2025Q1: 25,584 shares; 2025Q2: 21,447 shares; 2025Q3: 21,543 shares; 2025Q4: 18,709 shares; 2026Q1: 13,732 shares; 2026Q2: 5,278 shares 5,278 $629K 0.05% -8,454 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,959 shares; 2024Q4: 15,959 shares; 2025Q1: 14,470 shares; 2025Q2: 14,091 shares; 2025Q3: 15,518 shares; 2025Q4: 14,617 shares; 2026Q1: 14,247 shares; 2026Q2: 11,440 shares 11,440 $605K 0.05% -2,807 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: 71,160 shares; 2024Q4: 58,962 shares; 2025Q1: 20,620 shares; 2025Q2: 18,946 shares; 2025Q3: 18,614 shares; 2025Q4: 8,558 shares; 2026Q1: 16,373 shares; 2026Q2: 14,125 shares 14,125 $598K 0.05% -2,248 Timeline QVMT 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: 31,876 shares; 2024Q4: 31,072 shares; 2025Q1: 29,379 shares; 2025Q2: 26,017 shares; 2025Q3: 26,386 shares; 2025Q4: 24,674 shares; 2026Q1: 20,128 shares; 2026Q2: 8,331 shares 8,331 $582K 0.04% -11,797 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: 10,749 shares; 2024Q4: 18,541 shares; 2025Q1: 15,712 shares; 2025Q2: 15,872 shares; 2025Q3: 15,571 shares; 2025Q4: 5,457 shares; 2026Q1: 5,133 shares; 2026Q2: 1,535 shares 1,535 $580K 0.04% -3,598 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,324 shares; 2024Q4: not reported; 2025Q1: 9,327 shares; 2025Q2: 9,349 shares; 2025Q3: 9,349 shares; 2025Q4: not reported; 2026Q1: 11,042 shares; 2026Q2: 11,156 shares 11,156 $572K 0.04% +114 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: 21,566 shares; 2024Q4: 20,195 shares; 2025Q1: 20,195 shares; 2025Q2: 16,307 shares; 2025Q3: 16,307 shares; 2025Q4: 14,446 shares; 2026Q1: 14,446 shares; 2026Q2: 14,446 shares 14,446 $551K 0.04% 0 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: 7,017 shares; 2024Q4: not reported; 2025Q1: 7,333 shares; 2025Q2: 7,233 shares; 2025Q3: 7,233 shares; 2025Q4: 1,822 shares; 2026Q1: 844 shares; 2026Q2: 797 shares 797 $547K 0.04% -47 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,628 shares; 2024Q4: not reported; 2025Q1: 2,414 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares; 2026Q2: 1,416 shares 1,416 $546K 0.04% 0 Timeline VPL 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: 4,382 shares; 2025Q3: 4,382 shares; 2025Q4: 6,082 shares; 2026Q1: 6,090 shares; 2026Q2: 4,702 shares 4,702 $544K 0.04% -1,388 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,700 shares; 2026Q2: 6,200 shares 6,200 $524K 0.04% -1,500 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,107 shares; 2024Q4: 17,229 shares; 2025Q1: 17,835 shares; 2025Q2: 16,687 shares; 2025Q3: 16,687 shares; 2025Q4: 19,431 shares; 2026Q1: 22,357 shares; 2026Q2: 22,620 shares 22,620 $519K 0.04% +263 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,790 shares; 2024Q4: 15,931 shares; 2025Q1: 16,414 shares; 2025Q2: 15,158 shares; 2025Q3: 15,158 shares; 2025Q4: 17,954 shares; 2026Q1: 22,872 shares; 2026Q2: 23,114 shares 23,114 $516K 0.04% +242 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,700 shares; 2024Q4: not reported; 2025Q1: 8,051 shares; 2025Q2: 8,040 shares; 2025Q3: 8,565 shares; 2025Q4: 8,430 shares; 2026Q1: 7,986 shares; 2026Q2: 4,763 shares 4,763 $495K 0.04% -3,223 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,394 shares; 2025Q1: 16,899 shares; 2025Q2: 15,643 shares; 2025Q3: 15,643 shares; 2025Q4: 18,512 shares; 2026Q1: 21,766 shares; 2026Q2: 22,091 shares 22,091 $480K 0.04% +325 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,039 shares; 2024Q4: not reported; 2025Q1: 9,782 shares; 2025Q2: 8,244 shares; 2025Q3: 8,604 shares; 2025Q4: 8,502 shares; 2026Q1: 6,691 shares; 2026Q2: 3,131 shares 3,131 $476K 0.04% -3,560 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,110 shares; 2024Q4: not reported; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,798 shares; 2026Q1: 1,472 shares; 2026Q2: 674 shares 674 $474K 0.04% -798 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: 4,222 shares; 2024Q4: not reported; 2025Q1: 7,462 shares; 2025Q2: 7,524 shares; 2025Q3: 7,524 shares; 2025Q4: 6,969 shares; 2026Q1: 3,907 shares; 2026Q2: 4,000 shares 4,000 $470K 0.04% +93 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,367 shares; 2024Q4: 10,367 shares; 2025Q1: 10,367 shares; 2025Q2: 10,366 shares; 2025Q3: 10,366 shares; 2025Q4: 10,366 shares; 2026Q1: 10,366 shares; 2026Q2: 10,116 shares 10,116 $467K 0.04% -250 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,378 shares; 2024Q4: not reported; 2025Q1: 8,387 shares; 2025Q2: 7,712 shares; 2025Q3: 7,649 shares; 2025Q4: not reported; 2026Q1: 2,842 shares; 2026Q2: 2,846 shares 2,846 $461K 0.04% +4 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: 2,318 shares; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,333 shares; 2025Q3: 2,333 shares; 2025Q4: 2,132 shares; 2026Q1: 1,822 shares; 2026Q2: 1,610 shares 1,610 $453K 0.03% -212 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: 12,045 shares; 2024Q4: 12,045 shares; 2025Q1: 11,319 shares; 2025Q2: 11,030 shares; 2025Q3: 11,030 shares; 2025Q4: not reported; 2026Q1: 7,351 shares; 2026Q2: 7,434 shares 7,434 $433K 0.03% +83 Timeline RSPT 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: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 7,290 shares; 2026Q1: 6,636 shares; 2026Q2: 6,641 shares 6,641 $428K 0.03% +5 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,286 shares; 2024Q4: not reported; 2025Q1: 7,420 shares; 2025Q2: 7,371 shares; 2025Q3: 7,371 shares; 2025Q4: not reported; 2026Q1: 8,653 shares; 2026Q2: 8,748 shares 8,748 $424K 0.03% +95 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,485 shares; 2024Q4: 14,402 shares; 2025Q1: 14,402 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,380 shares; 2026Q2: 22,636 shares 22,636 $420K 0.03% +256 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: 5,434 shares; 2024Q4: not reported; 2025Q1: 6,817 shares; 2025Q2: 6,565 shares; 2025Q3: 6,565 shares; 2025Q4: 5,310 shares; 2026Q1: 1,916 shares; 2026Q2: 1,649 shares 1,649 $419K 0.03% -267 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: 1,997 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares; 2025Q4: 1,996 shares; 2026Q1: 1,989 shares; 2026Q2: 1,999 shares 1,999 $418K 0.03% +10 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 819,109 shares; 2024Q4: 855,516 shares; 2025Q1: 878,265 shares; 2025Q2: 810,340 shares; 2025Q3: 805,116 shares; 2025Q4: 801,112 shares; 2026Q1: 749,742 shares; 2026Q2: 8,000 shares 8,000 $414K 0.03% -741,742 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: 6,984 shares; 2024Q4: not reported; 2025Q1: 6,896 shares; 2025Q2: 6,896 shares; 2025Q3: 6,896 shares; 2025Q4: not reported; 2026Q1: 7,985 shares; 2026Q2: 8,054 shares 8,054 $407K 0.03% +69 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,031 shares; 2024Q4: 52,411 shares; 2025Q1: 54,180 shares; 2025Q2: 52,692 shares; 2025Q3: 52,634 shares; 2025Q4: 24,961 shares; 2026Q1: 34,933 shares; 2026Q2: 18,110 shares 18,110 $403K 0.03% -16,823 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: 592 shares; 2024Q4: not reported; 2025Q1: 2,186 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 2,220 shares; 2026Q1: not reported; 2026Q2: 1,155 shares 1,155 $394K 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,343 shares; 2024Q4: 41,926 shares; 2025Q1: 44,241 shares; 2025Q2: 42,429 shares; 2025Q3: 42,405 shares; 2025Q4: 13,468 shares; 2026Q1: 19,978 shares; 2026Q2: 9,335 shares 9,335 $383K 0.03% -10,643 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,880 shares; 2024Q4: 16,812 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,344 shares; 2026Q1: 1,342 shares; 2026Q2: 783 shares 783 $379K 0.03% -559 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,338 shares; 2024Q4: 23,338 shares; 2025Q1: 23,338 shares; 2025Q2: 23,338 shares; 2025Q3: 23,338 shares; 2025Q4: 23,338 shares; 2026Q1: 23,338 shares; 2026Q2: 23,623 shares 23,623 $375K 0.03% +285 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: 1,044 shares; 2024Q4: not reported; 2025Q1: 995 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 1,032 shares; 2026Q1: 996 shares; 2026Q2: 898 shares 898 $373K 0.03% -98 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: 1,175 shares; 2024Q4: not reported; 2025Q1: 1,148 shares; 2025Q2: 1,146 shares; 2025Q3: 1,146 shares; 2025Q4: 1,014 shares; 2026Q1: 367 shares; 2026Q2: 3,026 shares 3,026 $362K 0.03% +2,659 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: 7,726 shares; 2024Q4: 13,363 shares; 2025Q1: 14,343 shares; 2025Q2: 14,058 shares; 2025Q3: 12,484 shares; 2025Q4: 10,450 shares; 2026Q1: 7,294 shares; 2026Q2: 6,324 shares 6,324 $360K 0.03% -970 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,464 shares 3,464 $354K 0.03% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,168 shares; 2024Q4: not reported; 2025Q1: 1,224 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,047 shares; 2026Q1: 971 shares; 2026Q2: 977 shares 977 $345K 0.03% +6 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,351 shares; 2025Q1: 65,446 shares; 2025Q2: 64,138 shares; 2025Q3: 64,063 shares; 2025Q4: 32,608 shares; 2026Q1: 42,754 shares; 2026Q2: 14,509 shares 14,509 $343K 0.03% -28,245 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 427 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 370 shares; 2026Q1: 334 shares; 2026Q2: 335 shares 335 $339K 0.03% +1 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,961 shares; 2025Q2: 11,461 shares; 2025Q3: 11,461 shares; 2025Q4: not reported; 2026Q1: 2,050 shares; 2026Q2: 2,005 shares 2,005 $338K 0.03% -45 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,923 shares; 2024Q4: not reported; 2025Q1: 5,868 shares; 2025Q2: 5,211 shares; 2025Q3: 5,211 shares; 2025Q4: 5,129 shares; 2026Q1: 5,129 shares; 2026Q2: 4,839 shares 4,839 $336K 0.03% -290 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,172 shares; 2024Q4: not reported; 2025Q1: 6,172 shares; 2025Q2: 6,172 shares; 2025Q3: 6,172 shares; 2025Q4: 5,880 shares; 2026Q1: 5,880 shares; 2026Q2: 5,925 shares 5,925 $334K 0.03% +45 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: 922 shares; 2024Q4: not reported; 2025Q1: 1,599 shares; 2025Q2: 1,422 shares; 2025Q3: 1,097 shares; 2025Q4: 1,362 shares; 2026Q1: 1,253 shares; 2026Q2: 1,081 shares 1,081 $325K 0.03% -172 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS 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: 39,671 shares; 2026Q1: 39,671 shares; 2026Q2: 39,671 shares 39,671 $321K 0.02% 0 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: 620 shares; 2024Q4: not reported; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares; 2026Q2: 3,694 shares 3,694 $318K 0.02% +3,074 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: 4,262 shares; 2024Q4: not reported; 2025Q1: 4,569 shares; 2025Q2: 4,091 shares; 2025Q3: 4,078 shares; 2025Q4: 3,689 shares; 2026Q1: 2,498 shares; 2026Q2: 3,912 shares 3,912 $315K 0.02% +1,414 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,632 shares; 2024Q4: not reported; 2025Q1: 2,756 shares; 2025Q2: 3,320 shares; 2025Q3: 3,320 shares; 2025Q4: 2,865 shares; 2026Q1: 2,700 shares; 2026Q2: 2,286 shares 2,286 $312K 0.02% -414 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,397 shares; 2024Q4: not reported; 2025Q1: 8,401 shares; 2025Q2: 8,405 shares; 2025Q3: 8,405 shares; 2025Q4: 6,301 shares; 2026Q1: 5,754 shares; 2026Q2: 2,780 shares 2,780 $311K 0.02% -2,974 Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,197 shares; 2025Q2: 13,988 shares; 2025Q3: 13,988 shares; 2025Q4: 24,589 shares; 2026Q1: 23,657 shares; 2026Q2: 6,760 shares 6,760 $305K 0.02% -16,897 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: 6,728 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,636 shares; 2025Q3: 4,636 shares; 2025Q4: 5,526 shares; 2026Q1: 5,013 shares; 2026Q2: 3,682 shares 3,682 $305K 0.02% -1,331 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,338 shares; 2024Q4: not reported; 2025Q1: 8,382 shares; 2025Q2: 8,256 shares; 2025Q3: 8,256 shares; 2025Q4: 7,967 shares; 2026Q1: 5,932 shares; 2026Q2: 1,852 shares 1,852 $305K 0.02% -4,080 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA 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: 1,472 shares; 2026Q1: 1,472 shares; 2026Q2: 1,472 shares 1,472 $305K 0.02% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,131 shares; 2025Q2: 1,365 shares; 2025Q3: 1,365 shares; 2025Q4: 1,366 shares; 2026Q1: 1,322 shares; 2026Q2: 1,004 shares 1,004 $304K 0.02% -318 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,304 shares; 2024Q4: 18,540 shares; 2025Q1: 16,838 shares; 2025Q2: 16,826 shares; 2025Q3: 16,826 shares; 2025Q4: 16,649 shares; 2026Q1: 15,008 shares; 2026Q2: 8,324 shares 8,324 $301K 0.02% -6,684 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,439 shares; 2025Q3: 2,139 shares; 2025Q4: 2,056 shares; 2026Q1: 2,050 shares; 2026Q2: 2,050 shares 2,050 $300K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,109 shares; 2024Q4: not reported; 2025Q1: 2,111 shares; 2025Q2: 2,112 shares; 2025Q3: 2,112 shares; 2025Q4: 2,112 shares; 2026Q1: 2,346 shares; 2026Q2: 2,117 shares 2,117 $290K 0.02% -229 Timeline ARTY 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: 3,746 shares 3,746 $285K 0.02% new 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: 8,242 shares; 2024Q4: not reported; 2025Q1: 9,228 shares; 2025Q2: 8,875 shares; 2025Q3: 8,172 shares; 2025Q4: 7,124 shares; 2026Q1: 4,244 shares; 2026Q2: 3,507 shares 3,507 $285K 0.02% -737 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: 3,496 shares; 2024Q4: not reported; 2025Q1: 3,734 shares; 2025Q2: 3,627 shares; 2025Q3: 3,627 shares; 2025Q4: 1,914 shares; 2026Q1: 988 shares; 2026Q2: 860 shares 860 $282K 0.02% -128 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,000 shares; 2024Q4: not reported; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,400 shares 5,400 $281K 0.02% new Timeline IBTJ 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: 12,841 shares; 2026Q2: 12,923 shares 12,923 $280K 0.02% +82 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,732 shares; 2025Q2: 14,437 shares; 2025Q3: 14,437 shares; 2025Q4: 12,762 shares; 2026Q1: 12,298 shares; 2026Q2: 3,531 shares 3,531 $279K 0.02% -8,767 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,290 shares; 2026Q1: 6,419 shares; 2026Q2: 2,553 shares 2,553 $272K 0.02% -3,866 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,050 shares 1,050 $265K 0.02% new Timeline RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,392 shares; 2025Q2: 25,449 shares; 2025Q3: 25,449 shares; 2025Q4: 22,487 shares; 2026Q1: 21,637 shares; 2026Q2: 6,330 shares 6,330 $261K 0.02% -15,307 Timeline SB SAFE BULKERS INC More: the full row for SAFE BULKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 27,700 shares; 2025Q1: 179,664 shares; 2025Q2: 167,423 shares; 2025Q3: 167,423 shares; 2025Q4: 146,934 shares; 2026Q1: 141,398 shares; 2026Q2: 41,079 shares 41,079 $259K 0.02% -100,319 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,568 shares; 2024Q4: not reported; 2025Q1: 4,268 shares; 2025Q2: 4,207 shares; 2025Q3: 4,207 shares; 2025Q4: 3,994 shares; 2026Q1: 3,994 shares; 2026Q2: 3,932 shares 3,932 $252K 0.02% -62 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,874 shares; 2025Q2: 34,524 shares; 2025Q3: 34,524 shares; 2025Q4: 30,262 shares; 2026Q1: 29,147 shares; 2026Q2: 8,430 shares 8,430 $251K 0.02% -20,717 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: 37,318 shares; 2024Q4: 37,688 shares; 2025Q1: 37,468 shares; 2025Q2: 35,776 shares; 2025Q3: 35,776 shares; 2025Q4: 29,080 shares; 2026Q1: 23,896 shares; 2026Q2: 1,118 shares 1,118 $244K 0.02% -22,778 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,793 shares; 2024Q4: 24,590 shares; 2025Q1: 23,831 shares; 2025Q2: 22,651 shares; 2025Q3: 22,560 shares; 2025Q4: 17,465 shares; 2026Q1: 16,952 shares; 2026Q2: 2,480 shares 2,480 $239K 0.02% -14,472 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: 5,039 shares; 2024Q4: not reported; 2025Q1: 5,944 shares; 2025Q2: 5,634 shares; 2025Q3: 5,502 shares; 2025Q4: 3,818 shares; 2026Q1: 2,728 shares; 2026Q2: 2,099 shares 2,099 $238K 0.02% -629 Timeline ESOA ENERGY SERVICES OF AMER CORP More: the full row for ENERGY SERVICES OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,220 shares; 2025Q2: 48,944 shares; 2025Q3: 48,944 shares; 2025Q4: 43,581 shares; 2026Q1: 37,113 shares; 2026Q2: 12,236 shares 12,236 $237K 0.02% -24,877 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: 913 shares; 2024Q4: not reported; 2025Q1: 1,356 shares; 2025Q2: 1,367 shares; 2025Q3: 1,367 shares; 2025Q4: 1,361 shares; 2026Q1: 807 shares; 2026Q2: 863 shares 863 $233K 0.02% +56 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,386 shares; 2024Q4: 67,969 shares; 2025Q1: 68,196 shares; 2025Q2: 65,736 shares; 2025Q3: 65,667 shares; 2025Q4: 48,981 shares; 2026Q1: 48,544 shares; 2026Q2: 4,370 shares 4,370 $229K 0.02% -44,174 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 390 shares 390 $227K 0.02% 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: 497 shares; 2024Q4: not reported; 2025Q1: 470 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 487 shares; 2026Q1: not reported; 2026Q2: 182 shares 182 $219K 0.02% new Timeline HBB HAMILTON BEACH BRANDS HLDG C More: the full row for HAMILTON BEACH BRANDS HLDG C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,015 shares; 2025Q2: 35,705 shares; 2025Q3: 35,705 shares; 2025Q4: 31,897 shares; 2026Q1: 30,687 shares; 2026Q2: 9,359 shares 9,359 $216K 0.02% -21,328 Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,341 shares; 2025Q2: 5,016 shares; 2025Q3: 5,016 shares; 2025Q4: 4,414 shares; 2026Q1: 4,252 shares; 2026Q2: 1,227 shares 1,227 $215K 0.02% -3,025 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: 55,286 shares; 2024Q4: 43,662 shares; 2025Q1: 5,986 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,167 shares; 2026Q1: 5,136 shares; 2026Q2: 3,546 shares 3,546 $214K 0.02% -1,590 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,909 shares; 2024Q4: not reported; 2025Q1: 2,413 shares; 2025Q2: 2,416 shares; 2025Q3: 2,416 shares; 2025Q4: 2,250 shares; 2026Q1: 1,611 shares; 2026Q2: 1,622 shares 1,622 $205K 0.02% +11 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,723 shares; 2024Q4: not reported; 2025Q1: 1,751 shares; 2025Q2: 1,756 shares; 2025Q3: 1,756 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,357 shares 1,357 $201K 0.02% new Timeline TK TEEKAY CORPORATION LTD More: the full row for TEEKAY CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 76,321 shares; 2025Q1: 86,058 shares; 2025Q2: 79,234 shares; 2025Q3: 79,234 shares; 2025Q4: 69,969 shares; 2026Q1: 67,390 shares; 2026Q2: 17,717 shares 17,717 $177K 0.01% -49,673 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,409 shares; 2025Q3: 10,409 shares; 2025Q4: 10,409 shares; 2026Q1: 10,409 shares; 2026Q2: 10,529 shares 10,529 $175K 0.01% +120 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,879 shares; 2026Q2: 14,962 shares 14,962 $174K 0.01% +83 Timeline PANL PANGAEA LOGISTICS SOLUTION L More: the full row for PANGAEA LOGISTICS SOLUTION L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,516 shares; 2025Q1: 116,029 shares; 2025Q2: 108,199 shares; 2025Q3: 108,199 shares; 2025Q4: 95,860 shares; 2026Q1: 92,335 shares; 2026Q2: 26,635 shares 26,635 $173K 0.01% -65,700 Timeline EGY VAALCO ENERGY INC More: the full row for VAALCO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 20,145 shares; 2025Q1: 140,727 shares; 2025Q2: 130,722 shares; 2025Q3: 130,722 shares; 2025Q4: 117,223 shares; 2026Q1: 104,335 shares; 2026Q2: 32,224 shares 32,224 $164K 0.01% -72,111 Timeline ASC ARDMORE SHIPPING CORP More: the full row for ARDMORE SHIPPING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,012 shares; 2024Q4: 41,728 shares; 2025Q1: 51,174 shares; 2025Q2: 48,033 shares; 2025Q3: 48,033 shares; 2025Q4: 42,652 shares; 2026Q1: 39,488 shares; 2026Q2: 11,459 shares 11,459 $161K 0.01% -28,029 Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,045 shares; 2024Q4: 43,838 shares; 2025Q1: 50,612 shares; 2025Q2: 47,425 shares; 2025Q3: 47,425 shares; 2025Q4: 42,596 shares; 2026Q1: 41,455 shares; 2026Q2: 10,987 shares 10,987 $151K 0.01% -30,468 Timeline FF FUTUREFUEL CORP More: the full row for FUTUREFUEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 18,891 shares; 2025Q1: 101,438 shares; 2025Q2: 95,269 shares; 2025Q3: 95,269 shares; 2025Q4: 92,108 shares; 2026Q1: 77,728 shares; 2026Q2: 27,539 shares 27,539 $124K 0.01% -50,189 Timeline VIRC VIRCO MFG CO More: the full row for VIRCO MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,273 shares; 2024Q4: 55,208 shares; 2025Q1: 62,816 shares; 2025Q2: 58,229 shares; 2025Q3: 58,229 shares; 2025Q4: 51,840 shares; 2026Q1: 48,268 shares; 2026Q2: 14,826 shares 14,826 $91K 0.01% -33,442 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,362 shares; 2025Q1: 73,092 shares; 2025Q2: 67,938 shares; 2025Q3: 67,938 shares; 2025Q4: 58,014 shares; 2026Q1: 51,399 shares; 2026Q2: 16,751 shares 16,751 $64.5K <0.01% -34,648 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,271 shares; 2024Q4: 100,606 shares; 2025Q1: 307,348 shares; 2025Q2: 304,047 shares; 2025Q3: 303,742 shares; 2025Q4: 231,342 shares; 2026Q1: 228,783 shares; 2026Q2: 10,227 shares 10,227 $59.6K <0.01% -218,556 Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 129,211 shares; 2024Q4: 186,239 shares; 2025Q1: 311,209 shares; 2025Q2: 304,573 shares; 2025Q3: 304,118 shares; 2025Q4: 231,449 shares; 2026Q1: 229,225 shares; 2026Q2: 10,668 shares 10,668 $41.1K <0.01% -218,557 Timeline GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $4.9K <0.01% new Timeline