IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,357 shares; 2025Q1: 15,297 shares; 2025Q2: 15,109 shares; 2025Q3: 15,142 shares; 2025Q4: 14,988 shares; 2026Q1: 14,985 shares; 2026Q2: 14,620 shares; 2026Q3: 14,451 shares 14,451 $11.1M 5.17% -169 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; 2024Q4: 358,527 shares; 2025Q1: 362,375 shares; 2025Q2: 364,231 shares; 2025Q3: 362,794 shares; 2025Q4: 349,101 shares; 2026Q1: 339,426 shares; 2026Q2: 336,197 shares; 2026Q3: 333,910 shares 333,910 $10.9M 5.08% -2,287 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; 2024Q4: 193,172 shares; 2025Q1: 195,475 shares; 2025Q2: 204,155 shares; 2025Q3: 206,584 shares; 2025Q4: 204,135 shares; 2026Q1: 200,245 shares; 2026Q2: 195,332 shares; 2026Q3: 207,218 shares 207,218 $10.4M 4.88% +11,886 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,962 shares; 2025Q4: 14,867 shares; 2026Q1: 14,293 shares; 2026Q2: 13,948 shares; 2026Q3: 13,902 shares 13,902 $10.3M 4.81% -46 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 115,432 shares; 2025Q1: 114,573 shares; 2025Q2: 118,024 shares; 2025Q3: 120,706 shares; 2025Q4: 123,169 shares; 2026Q1: 123,381 shares; 2026Q2: 123,859 shares; 2026Q3: 126,135 shares 126,135 $9.51M 4.45% +2,276 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 67,599 shares; 2025Q1: 68,026 shares; 2025Q2: 67,805 shares; 2025Q3: 65,646 shares; 2025Q4: 62,224 shares; 2026Q1: 58,752 shares; 2026Q2: 57,316 shares; 2026Q3: 56,933 shares 56,933 $7.75M 3.62% -383 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 117,057 shares; 2025Q1: 118,103 shares; 2025Q2: 118,001 shares; 2025Q3: 112,923 shares; 2025Q4: 107,518 shares; 2026Q1: 102,205 shares; 2026Q2: 99,873 shares; 2026Q3: 99,004 shares 99,004 $7.12M 3.33% -869 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; 2024Q4: 56,429 shares; 2025Q1: 57,353 shares; 2025Q2: 59,729 shares; 2025Q3: 63,611 shares; 2025Q4: 71,179 shares; 2026Q1: 74,249 shares; 2026Q2: 77,729 shares; 2026Q3: 78,813 shares 78,813 $7.07M 3.31% +1,084 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 36,490 shares; 2025Q1: 37,476 shares; 2025Q2: 40,251 shares; 2025Q3: 43,957 shares; 2025Q4: 49,228 shares; 2026Q1: 56,263 shares; 2026Q2: 60,080 shares; 2026Q3: 61,652 shares 61,652 $5.99M 2.8% +1,572 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,928 shares; 2025Q1: 12,808 shares; 2025Q2: 13,237 shares; 2025Q3: 13,755 shares; 2025Q4: 14,223 shares; 2026Q1: 15,325 shares; 2026Q2: 16,554 shares; 2026Q3: 16,733 shares 16,733 $5.1M 2.38% +179 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; 2024Q4: 17,601 shares; 2025Q1: 17,422 shares; 2025Q2: 17,496 shares; 2025Q3: 17,437 shares; 2025Q4: 16,538 shares; 2026Q1: 16,071 shares; 2026Q2: 63,316 shares; 2026Q3: 62,303 shares 62,303 $4.89M 2.28% -1,013 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; 2024Q4: 19,361 shares; 2025Q1: 20,808 shares; 2025Q2: 21,571 shares; 2025Q3: 20,949 shares; 2025Q4: 20,980 shares; 2026Q1: 20,245 shares; 2026Q2: 19,831 shares; 2026Q3: 21,429 shares 21,429 $4.46M 2.08% +1,598 Timeline RWL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,066 shares; 2025Q4: 17,439 shares; 2026Q1: 23,803 shares; 2026Q2: 29,725 shares; 2026Q3: 33,326 shares 33,326 $4.29M 2.01% +3,601 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; 2024Q4: 23,997 shares; 2025Q1: 24,650 shares; 2025Q2: 26,277 shares; 2025Q3: 26,672 shares; 2025Q4: 26,277 shares; 2026Q1: 25,118 shares; 2026Q2: 26,212 shares; 2026Q3: 27,475 shares 27,475 $4.02M 1.88% +1,263 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,242 shares; 2025Q1: 7,137 shares; 2025Q2: 7,073 shares; 2025Q3: 7,245 shares; 2025Q4: 7,177 shares; 2026Q1: 6,673 shares; 2026Q2: 6,838 shares; 2026Q3: 7,434 shares 7,434 $3.81M 1.78% +596 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; 2024Q4: 14,047 shares; 2025Q1: 13,928 shares; 2025Q2: 13,967 shares; 2025Q3: 13,862 shares; 2025Q4: 13,645 shares; 2026Q1: 13,228 shares; 2026Q2: 13,274 shares; 2026Q3: 13,230 shares 13,230 $3.76M 1.76% -44 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 61,910 shares; 2025Q1: 64,208 shares; 2025Q2: 65,070 shares; 2025Q3: 65,651 shares; 2025Q4: 64,722 shares; 2026Q1: 66,296 shares; 2026Q2: 67,352 shares; 2026Q3: 68,202 shares 68,202 $3.61M 1.69% +850 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 20,308 shares; 2025Q1: 21,512 shares; 2025Q2: 23,470 shares; 2025Q3: 28,453 shares; 2025Q4: 32,870 shares; 2026Q1: 34,329 shares; 2026Q2: 35,521 shares; 2026Q3: 36,040 shares 36,040 $2.78M 1.3% +519 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 8,670 shares; 2025Q1: 8,552 shares; 2025Q2: 7,719 shares; 2025Q3: 7,095 shares; 2025Q4: 7,004 shares; 2026Q1: 6,941 shares; 2026Q2: 6,792 shares; 2026Q3: 8,098 shares 8,098 $2.7M 1.26% +1,306 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,231 shares; 2025Q2: 15,569 shares; 2025Q3: 27,159 shares; 2025Q4: 38,808 shares; 2026Q1: 43,835 shares; 2026Q2: 55,485 shares; 2026Q3: 63,892 shares 63,892 $2.66M 1.25% +8,407 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; 2024Q4: 19,797 shares; 2025Q1: 20,266 shares; 2025Q2: 22,114 shares; 2025Q3: 22,044 shares; 2025Q4: 21,407 shares; 2026Q1: 20,612 shares; 2026Q2: 20,339 shares; 2026Q3: 20,315 shares 20,315 $2.5M 1.17% -24 Timeline SPHQ 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; 2024Q4: 24,588 shares; 2025Q1: 25,524 shares; 2025Q2: 26,226 shares; 2025Q3: 26,753 shares; 2025Q4: 27,680 shares; 2026Q1: 28,250 shares; 2026Q2: 27,589 shares; 2026Q3: 28,116 shares 28,116 $2.36M 1.11% +527 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,321 shares; 2025Q1: 10,350 shares; 2025Q2: 10,350 shares; 2025Q3: 10,379 shares; 2025Q4: 10,322 shares; 2026Q1: 10,137 shares; 2026Q2: 10,018 shares; 2026Q3: 9,991 shares 9,991 $2.33M 1.09% -27 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,116 shares; 2025Q1: 8,953 shares; 2025Q2: 8,988 shares; 2025Q3: 8,898 shares; 2025Q4: 8,802 shares; 2026Q1: 8,336 shares; 2026Q2: 8,059 shares; 2026Q3: 7,969 shares 7,969 $2.33M 1.09% -90 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; 2024Q4: 28,909 shares; 2025Q1: 29,889 shares; 2025Q2: 30,901 shares; 2025Q3: 31,389 shares; 2025Q4: 31,179 shares; 2026Q1: 31,520 shares; 2026Q2: 32,034 shares; 2026Q3: 33,471 shares 33,471 $2.11M 0.99% +1,437 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 16,297 shares; 2025Q1: 16,395 shares; 2025Q2: 16,295 shares; 2025Q3: 15,995 shares; 2025Q4: 15,581 shares; 2026Q1: 14,634 shares; 2026Q2: 14,634 shares; 2026Q3: 14,312 shares 14,312 $2.08M 0.97% -322 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; 2024Q4: 2,955 shares; 2025Q1: 2,921 shares; 2025Q2: 2,833 shares; 2025Q3: 2,833 shares; 2025Q4: 2,833 shares; 2026Q1: 2,602 shares; 2026Q2: 2,611 shares; 2026Q3: 2,545 shares 2,545 $1.94M 0.91% -66 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; 2024Q4: 37,003 shares; 2025Q1: 47,096 shares; 2025Q2: 52,643 shares; 2025Q3: 56,843 shares; 2025Q4: 58,060 shares; 2026Q1: 60,499 shares; 2026Q2: 62,842 shares; 2026Q3: 64,920 shares 64,920 $1.92M 0.9% +2,078 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; 2024Q4: 10,645 shares; 2025Q1: 12,003 shares; 2025Q2: 18,339 shares; 2025Q3: 31,300 shares; 2025Q4: 52,978 shares; 2026Q1: 61,115 shares; 2026Q2: 64,523 shares; 2026Q3: 68,598 shares 68,598 $1.88M 0.88% +4,075 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 87,716 shares; 2025Q1: 90,045 shares; 2025Q2: 91,918 shares; 2025Q3: 93,236 shares; 2025Q4: 93,379 shares; 2026Q1: 92,260 shares; 2026Q2: 90,591 shares; 2026Q3: 86,119 shares 86,119 $1.88M 0.88% -4,472 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,700 shares; 2025Q4: 44,034 shares; 2026Q1: 57,114 shares; 2026Q2: 61,209 shares; 2026Q3: 70,147 shares 70,147 $1.8M 0.84% +8,938 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,793 shares; 2025Q1: 5,811 shares; 2025Q2: 5,831 shares; 2025Q3: 5,692 shares; 2025Q4: 5,492 shares; 2026Q1: 5,227 shares; 2026Q2: 5,182 shares; 2026Q3: 5,152 shares 5,152 $1.74M 0.81% -30 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; 2024Q4: 1,321 shares; 2025Q1: 1,609 shares; 2025Q2: 1,884 shares; 2025Q3: 1,959 shares; 2025Q4: 1,964 shares; 2026Q1: 1,961 shares; 2026Q2: 1,994 shares; 2026Q3: 2,288 shares 2,288 $1.6M 0.75% +294 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; 2024Q4: 3,448 shares; 2025Q1: 3,343 shares; 2025Q2: 3,243 shares; 2025Q3: 3,186 shares; 2025Q4: 3,123 shares; 2026Q1: 2,647 shares; 2026Q2: 2,622 shares; 2026Q3: 2,397 shares 2,397 $1.57M 0.74% -225 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 14,602 shares; 2025Q1: 14,987 shares; 2025Q2: 15,149 shares; 2025Q3: 14,557 shares; 2025Q4: 14,171 shares; 2026Q1: 14,171 shares; 2026Q2: 14,171 shares; 2026Q3: 14,007 shares 14,007 $1.43M 0.67% -164 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,125 shares; 2026Q1: 12,766 shares; 2026Q2: 14,959 shares; 2026Q3: 17,386 shares 17,386 $1.41M 0.66% +2,427 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; 2024Q4: 14,608 shares; 2025Q1: 14,458 shares; 2025Q2: 13,863 shares; 2025Q3: 13,120 shares; 2025Q4: 12,667 shares; 2026Q1: 12,450 shares; 2026Q2: 12,892 shares; 2026Q3: 12,892 shares 12,892 $1.39M 0.65% 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; 2024Q4: 5,731 shares; 2025Q1: 5,895 shares; 2025Q2: 6,213 shares; 2025Q3: 6,126 shares; 2025Q4: 6,006 shares; 2026Q1: 5,990 shares; 2026Q2: 5,969 shares; 2026Q3: 5,892 shares 5,892 $1.36M 0.64% -77 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; 2024Q4: 5,250 shares; 2025Q1: 5,230 shares; 2025Q2: 5,250 shares; 2025Q3: 5,200 shares; 2025Q4: 4,791 shares; 2026Q1: 4,812 shares; 2026Q2: 4,631 shares; 2026Q3: 5,252 shares 5,252 $1.31M 0.61% +621 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,669 shares; 2025Q1: 4,446 shares; 2025Q2: 5,331 shares; 2025Q3: 6,027 shares; 2025Q4: 6,506 shares; 2026Q1: 6,904 shares; 2026Q2: 6,531 shares; 2026Q3: 6,574 shares 6,574 $1.27M 0.6% +43 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,880 shares; 2025Q3: 10,499 shares; 2025Q4: 17,250 shares; 2026Q1: 20,875 shares; 2026Q2: 21,988 shares; 2026Q3: 22,123 shares 22,123 $1.24M 0.58% +135 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,107 shares; 2025Q1: 13,008 shares; 2025Q2: 14,009 shares; 2025Q3: 14,610 shares; 2025Q4: 15,011 shares; 2026Q1: 14,776 shares; 2026Q2: 14,677 shares; 2026Q3: 16,604 shares 16,604 $1.17M 0.55% +1,927 Timeline SPMO 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,385 shares; 2025Q4: 3,085 shares; 2026Q1: 4,158 shares; 2026Q2: 7,049 shares; 2026Q3: 7,666 shares 7,666 $1.16M 0.54% +617 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; 2024Q4: 3,110 shares; 2025Q1: 3,095 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 2,865 shares; 2026Q1: 2,862 shares; 2026Q2: 2,912 shares; 2026Q3: 3,466 shares 3,466 $1.15M 0.54% +554 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,050 shares; 2026Q1: 10,592 shares; 2026Q2: 17,312 shares; 2026Q3: 18,217 shares 18,217 $1.11M 0.52% +905 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 978 shares; 2026Q1: 978 shares; 2026Q2: 978 shares; 2026Q3: 4,068 shares 4,068 $1.08M 0.5% +3,090 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 15,690 shares; 2025Q1: 19,010 shares; 2025Q2: 22,110 shares; 2025Q3: 23,195 shares; 2025Q4: 26,732 shares; 2026Q1: 27,515 shares; 2026Q2: 30,814 shares; 2026Q3: 32,202 shares 32,202 $1.04M 0.49% +1,388 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; 2024Q4: 2,234 shares; 2025Q1: 2,199 shares; 2025Q2: 2,345 shares; 2025Q3: 2,356 shares; 2025Q4: 4,861 shares; 2026Q1: 4,931 shares; 2026Q2: 5,281 shares; 2026Q3: 5,281 shares 5,281 $1.03M 0.48% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,148 shares; 2025Q1: 7,689 shares; 2025Q2: 9,547 shares; 2025Q3: 9,628 shares; 2025Q4: 9,746 shares; 2026Q1: 9,336 shares; 2026Q2: 9,985 shares; 2026Q3: 10,087 shares 10,087 $1.02M 0.48% +102 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,395 shares; 2025Q1: 11,939 shares; 2025Q2: 12,001 shares; 2025Q3: 11,905 shares; 2025Q4: 12,129 shares; 2026Q1: 12,305 shares; 2026Q2: 12,301 shares; 2026Q3: 12,609 shares 12,609 $987K 0.46% +308 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,573 shares; 2025Q1: 21,385 shares; 2025Q2: 20,794 shares; 2025Q3: 20,516 shares; 2025Q4: 20,113 shares; 2026Q1: 18,504 shares; 2026Q2: 18,511 shares; 2026Q3: 17,970 shares 17,970 $969K 0.45% -541 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; 2024Q4: 10,039 shares; 2025Q1: 9,781 shares; 2025Q2: 10,407 shares; 2025Q3: 11,051 shares; 2025Q4: 24,015 shares; 2026Q1: 23,816 shares; 2026Q2: 23,076 shares; 2026Q3: 23,088 shares 23,088 $911K 0.43% +12 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,784 shares; 2025Q1: 2,644 shares; 2025Q2: 2,079 shares; 2025Q3: 2,109 shares; 2025Q4: 2,131 shares; 2026Q1: 2,151 shares; 2026Q2: 2,151 shares; 2026Q3: 2,641 shares 2,641 $909K 0.42% +490 Timeline IDHQ 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; 2024Q4: 15,231 shares; 2025Q1: 15,260 shares; 2025Q2: 15,786 shares; 2025Q3: 17,601 shares; 2025Q4: 17,621 shares; 2026Q1: 17,919 shares; 2026Q2: 19,643 shares; 2026Q3: 20,352 shares 20,352 $878K 0.41% +709 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 18,731 shares; 2025Q1: 18,029 shares; 2025Q2: 17,379 shares; 2025Q3: 17,379 shares; 2025Q4: 17,309 shares; 2026Q1: 15,703 shares; 2026Q2: 14,178 shares; 2026Q3: 13,827 shares 13,827 $874K 0.41% -351 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,138 shares; 2025Q1: 7,139 shares; 2025Q2: 7,011 shares; 2025Q3: 6,637 shares; 2025Q4: 6,487 shares; 2026Q1: 6,302 shares; 2026Q2: 6,152 shares; 2026Q3: 6,302 shares 6,302 $868K 0.41% +150 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; 2024Q4: 1,564 shares; 2025Q1: 1,580 shares; 2025Q2: 1,599 shares; 2025Q3: 1,667 shares; 2025Q4: 1,616 shares; 2026Q1: 1,624 shares; 2026Q2: 9,624 shares; 2026Q3: 9,288 shares 9,288 $837K 0.39% -336 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 2,515 shares; 2025Q3: 2,465 shares; 2025Q4: 2,405 shares; 2026Q1: 2,305 shares; 2026Q2: 2,405 shares; 2026Q3: 2,405 shares 2,405 $819K 0.38% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 2,123 shares 2,123 $795K 0.37% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,375 shares; 2025Q4: 19,417 shares; 2026Q1: 24,261 shares; 2026Q2: 27,455 shares; 2026Q3: 30,570 shares 30,570 $793K 0.37% +3,115 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,351 shares; 2025Q1: 4,357 shares; 2025Q2: 4,507 shares; 2025Q3: 4,361 shares; 2025Q4: 4,304 shares; 2026Q1: 4,226 shares; 2026Q2: 4,130 shares; 2026Q3: 4,045 shares 4,045 $791K 0.37% -85 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,645 shares; 2025Q1: 13,696 shares; 2025Q2: 13,634 shares; 2025Q3: 12,493 shares; 2025Q4: 11,487 shares; 2026Q1: 9,984 shares; 2026Q2: 9,386 shares; 2026Q3: 9,388 shares 9,388 $757K 0.35% +2 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,250 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,500 shares; 2025Q4: 3,775 shares; 2026Q1: 3,875 shares; 2026Q2: 4,610 shares; 2026Q3: 4,935 shares 4,935 $724K 0.34% +325 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,882 shares; 2025Q1: 7,682 shares; 2025Q2: 8,332 shares; 2025Q3: 7,535 shares; 2025Q4: 7,536 shares; 2026Q1: 6,724 shares; 2026Q2: 13,445 shares; 2026Q3: 12,546 shares 12,546 $679K 0.32% -899 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,042 shares; 2025Q1: 4,315 shares; 2025Q2: 4,599 shares; 2025Q3: 4,769 shares; 2025Q4: 4,372 shares; 2026Q1: 4,375 shares; 2026Q2: 4,032 shares; 2026Q3: 4,132 shares 4,132 $641K 0.3% +100 Timeline XMHQ 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; 2024Q4: 7,542 shares; 2025Q1: 7,082 shares; 2025Q2: 7,182 shares; 2025Q3: 6,974 shares; 2025Q4: 6,355 shares; 2026Q1: 5,989 shares; 2026Q2: 5,898 shares; 2026Q3: 5,680 shares 5,680 $634K 0.3% -218 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,225 shares; 2025Q1: 4,398 shares; 2025Q2: 4,489 shares; 2025Q3: 4,128 shares; 2025Q4: 3,877 shares; 2026Q1: 3,999 shares; 2026Q2: 3,877 shares; 2026Q3: 3,862 shares 3,862 $619K 0.29% -15 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,018 shares; 2025Q1: 4,918 shares; 2025Q2: 4,718 shares; 2025Q3: 4,300 shares; 2025Q4: 4,300 shares; 2026Q1: 4,300 shares; 2026Q2: 3,975 shares; 2026Q3: 3,975 shares 3,975 $619K 0.29% 0 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; 2024Q4: 4,583 shares; 2025Q1: 4,664 shares; 2025Q2: 4,802 shares; 2025Q3: 3,901 shares; 2025Q4: 3,933 shares; 2026Q1: 3,720 shares; 2026Q2: 3,658 shares; 2026Q3: 3,642 shares 3,642 $613K 0.29% -16 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,770 shares; 2025Q1: 2,770 shares; 2025Q2: 2,616 shares; 2025Q3: 2,473 shares; 2025Q4: 2,215 shares; 2026Q1: 2,215 shares; 2026Q2: 2,215 shares; 2026Q3: 2,311 shares 2,311 $612K 0.29% +96 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,301 shares; 2026Q1: 1,249 shares; 2026Q2: 1,249 shares; 2026Q3: 2,664 shares 2,664 $608K 0.28% +1,415 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,820 shares; 2026Q2: 5,868 shares; 2026Q3: 6,237 shares 6,237 $604K 0.28% +369 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,312 shares; 2025Q1: 10,743 shares; 2025Q2: 11,714 shares; 2025Q3: 12,774 shares; 2025Q4: 13,374 shares; 2026Q1: 13,423 shares; 2026Q2: 13,540 shares; 2026Q3: 13,955 shares 13,955 $595K 0.28% +415 Timeline JMST 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; 2024Q4: 5,022 shares; 2025Q1: 4,723 shares; 2025Q2: 5,340 shares; 2025Q3: 5,944 shares; 2025Q4: 5,960 shares; 2026Q1: 8,822 shares; 2026Q2: 11,900 shares; 2026Q3: 11,507 shares 11,507 $582K 0.27% -393 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,720 shares; 2025Q1: 8,030 shares; 2025Q2: 7,840 shares; 2025Q3: 7,957 shares; 2025Q4: 7,966 shares; 2026Q1: 7,374 shares; 2026Q2: 8,631 shares; 2026Q3: 8,640 shares 8,640 $557K 0.26% +9 Timeline RWJ 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; 2024Q4: 4,965 shares; 2025Q1: not reported; 2025Q2: 4,910 shares; 2025Q3: 5,010 shares; 2025Q4: 5,505 shares; 2026Q1: 5,505 shares; 2026Q2: 7,105 shares; 2026Q3: 9,828 shares 9,828 $553K 0.26% +2,723 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,124 shares; 2025Q3: 13,301 shares; 2025Q4: 17,349 shares; 2026Q1: 16,233 shares; 2026Q2: 15,799 shares; 2026Q3: 21,736 shares 21,736 $527K 0.25% +5,937 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 6,200 shares 6,200 $527K 0.25% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,771 shares; 2025Q1: 2,771 shares; 2025Q2: 2,571 shares; 2025Q3: 2,571 shares; 2025Q4: 2,571 shares; 2026Q1: 2,571 shares; 2026Q2: 2,571 shares; 2026Q3: 2,571 shares 2,571 $524K 0.25% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,616 shares; 2025Q1: 4,615 shares; 2025Q2: 4,632 shares; 2025Q3: 4,632 shares; 2025Q4: 4,648 shares; 2026Q1: 4,898 shares; 2026Q2: 5,013 shares; 2026Q3: 5,013 shares 5,013 $521K 0.24% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,686 shares; 2025Q1: 7,344 shares; 2025Q2: 7,990 shares; 2025Q3: 8,299 shares; 2025Q4: 9,777 shares; 2026Q1: 9,807 shares; 2026Q2: 11,174 shares; 2026Q3: 10,099 shares 10,099 $508K 0.24% -1,075 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 7,778 shares; 2025Q1: 8,253 shares; 2025Q2: 8,913 shares; 2025Q3: 9,779 shares; 2025Q4: 10,126 shares; 2026Q1: 9,625 shares; 2026Q2: 9,418 shares; 2026Q3: 9,418 shares 9,418 $503K 0.24% 0 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; 2024Q4: 5,763 shares; 2025Q1: 5,763 shares; 2025Q2: 5,763 shares; 2025Q3: 5,763 shares; 2025Q4: 5,763 shares; 2026Q1: 5,463 shares; 2026Q2: 5,463 shares; 2026Q3: 5,463 shares 5,463 $484K 0.23% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,869 shares; 2025Q1: 2,819 shares; 2025Q2: 2,819 shares; 2025Q3: 2,569 shares; 2025Q4: 2,599 shares; 2026Q1: 2,549 shares; 2026Q2: 2,599 shares; 2026Q3: 2,599 shares 2,599 $483K 0.23% 0 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; 2024Q4: 773 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares; 2026Q2: 775 shares; 2026Q3: 968 shares 968 $482K 0.23% +193 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,646 shares; 2025Q1: 5,869 shares; 2025Q2: 5,944 shares; 2025Q3: 5,354 shares; 2025Q4: 4,633 shares; 2026Q1: 4,486 shares; 2026Q2: 4,423 shares; 2026Q3: 4,391 shares 4,391 $481K 0.23% -32 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 928 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 928 shares; 2025Q4: 928 shares; 2026Q1: 928 shares; 2026Q2: 928 shares; 2026Q3: 928 shares 928 $473K 0.22% 0 Timeline SPDG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,245 shares; 2025Q1: 10,928 shares; 2025Q2: 12,507 shares; 2025Q3: 12,192 shares; 2025Q4: 11,837 shares; 2026Q1: 11,435 shares; 2026Q2: 10,990 shares; 2026Q3: 10,485 shares 10,485 $468K 0.22% -505 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,254 shares; 2025Q4: 12,488 shares; 2026Q1: 12,363 shares; 2026Q2: 12,563 shares; 2026Q3: 12,563 shares 12,563 $451K 0.21% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 21,675 shares; 2025Q1: 21,097 shares; 2025Q2: 15,550 shares; 2025Q3: 14,153 shares; 2025Q4: 13,839 shares; 2026Q1: 13,378 shares; 2026Q2: 12,335 shares; 2026Q3: 12,325 shares 12,325 $419K 0.2% -10 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,947 shares; 2025Q1: 4,366 shares; 2025Q2: 4,393 shares; 2025Q3: 4,396 shares; 2025Q4: 4,400 shares; 2026Q1: 4,404 shares; 2026Q2: 4,399 shares; 2026Q3: 4,424 shares 4,424 $418K 0.2% +25 Timeline IMFL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,900 shares; 2026Q2: 12,100 shares; 2026Q3: 12,100 shares 12,100 $404K 0.19% 0 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,900 shares; 2025Q3: 6,900 shares; 2025Q4: 7,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares; 2026Q3: 6,300 shares 6,300 $403K 0.19% +300 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 1,860 shares; 2025Q3: 1,860 shares; 2025Q4: 1,860 shares; 2026Q1: 1,860 shares; 2026Q2: 1,960 shares; 2026Q3: 1,960 shares 1,960 $400K 0.19% 0 Timeline SPDW 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; 2024Q4: not reported; 2025Q1: 6,250 shares; 2025Q2: 6,324 shares; 2025Q3: 7,018 shares; 2025Q4: 7,578 shares; 2026Q1: 7,578 shares; 2026Q2: 7,614 shares; 2026Q3: 7,774 shares 7,774 $390K 0.18% +160 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,200 shares; 2025Q1: 2,165 shares; 2025Q2: 2,165 shares; 2025Q3: 2,097 shares; 2025Q4: 2,198 shares; 2026Q1: 2,308 shares; 2026Q2: 2,336 shares; 2026Q3: 2,336 shares 2,336 $390K 0.18% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,360 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,360 shares; 2025Q4: 1,260 shares; 2026Q1: 1,200 shares; 2026Q2: 1,100 shares; 2026Q3: 1,100 shares 1,100 $387K 0.18% 0 Timeline JMUB 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; 2024Q4: 5,938 shares; 2025Q1: 5,938 shares; 2025Q2: 5,938 shares; 2025Q3: 5,938 shares; 2025Q4: 6,892 shares; 2026Q1: 6,892 shares; 2026Q2: 7,392 shares; 2026Q3: 8,033 shares 8,033 $382K 0.18% +641 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,457 shares; 2025Q1: 5,457 shares; 2025Q2: 5,457 shares; 2025Q3: 4,847 shares; 2025Q4: 4,034 shares; 2026Q1: 4,034 shares; 2026Q2: 4,594 shares; 2026Q3: 4,420 shares 4,420 $379K 0.18% -174 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 824 shares; 2025Q4: 813 shares; 2026Q1: 813 shares; 2026Q2: 788 shares; 2026Q3: 1,048 shares 1,048 $377K 0.18% +260 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,027 shares; 2025Q1: 3,927 shares; 2025Q2: 3,927 shares; 2025Q3: 4,092 shares; 2025Q4: 8,184 shares; 2026Q1: 7,948 shares; 2026Q2: 7,679 shares; 2026Q3: 7,679 shares 7,679 $374K 0.17% 0 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; 2024Q4: 1,779 shares; 2025Q1: 1,779 shares; 2025Q2: 1,779 shares; 2025Q3: 1,779 shares; 2025Q4: 1,738 shares; 2026Q1: 1,680 shares; 2026Q2: 1,688 shares; 2026Q3: 1,688 shares 1,688 $371K 0.17% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,540 shares; 2026Q2: 8,582 shares; 2026Q3: 8,195 shares 8,195 $365K 0.17% -387 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; 2024Q4: 3,747 shares; 2025Q1: 3,858 shares; 2025Q2: 4,031 shares; 2025Q3: 3,906 shares; 2025Q4: 3,686 shares; 2026Q1: 3,686 shares; 2026Q2: 3,386 shares; 2026Q3: 3,386 shares 3,386 $362K 0.17% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,627 shares; 2025Q1: 4,227 shares; 2025Q2: 4,227 shares; 2025Q3: 4,227 shares; 2025Q4: 4,227 shares; 2026Q1: 4,227 shares; 2026Q2: 4,227 shares; 2026Q3: 4,227 shares 4,227 $350K 0.16% 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,681 shares; 2025Q4: 5,364 shares; 2026Q1: 5,622 shares; 2026Q2: 5,624 shares; 2026Q3: 5,625 shares 5,625 $346K 0.16% +1 Timeline CIBR 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,993 shares; 2026Q1: not reported; 2026Q2: 3,443 shares; 2026Q3: 3,308 shares 3,308 $341K 0.16% -135 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 991 shares; 2025Q1: 991 shares; 2025Q2: 991 shares; 2025Q3: 991 shares; 2025Q4: 996 shares; 2026Q1: 996 shares; 2026Q2: 1,183 shares; 2026Q3: 1,183 shares 1,183 $326K 0.15% 0 Timeline OMFL 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,519 shares; 2026Q3: 4,619 shares 4,619 $322K 0.15% +100 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; 2024Q4: not reported; 2025Q1: 4,188 shares; 2025Q2: 4,188 shares; 2025Q3: 4,453 shares; 2025Q4: 4,524 shares; 2026Q1: 4,524 shares; 2026Q2: 4,528 shares; 2026Q3: 4,532 shares 4,532 $320K 0.15% +4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,302 shares; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares; 2026Q2: 1,315 shares; 2026Q3: 1,385 shares 1,385 $320K 0.15% +70 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,634 shares; 2025Q1: 5,645 shares; 2025Q2: 5,449 shares; 2025Q3: 5,454 shares; 2025Q4: 5,465 shares; 2026Q1: 5,473 shares; 2026Q2: 5,482 shares; 2026Q3: 5,490 shares 5,490 $317K 0.15% +8 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,172 shares; 2025Q3: 8,343 shares; 2025Q4: 10,686 shares; 2026Q1: 11,176 shares; 2026Q2: 11,246 shares; 2026Q3: 11,372 shares 11,372 $316K 0.15% +126 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 890 shares; 2025Q4: 943 shares; 2026Q1: 903 shares; 2026Q2: 893 shares; 2026Q3: 893 shares 893 $314K 0.15% 0 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,950 shares; 2026Q1: 9,950 shares; 2026Q2: 9,466 shares; 2026Q3: 9,299 shares 9,299 $312K 0.15% -167 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,069 shares; 2025Q1: 5,070 shares; 2025Q2: 5,072 shares; 2025Q3: 4,672 shares; 2025Q4: 4,474 shares; 2026Q1: 3,974 shares; 2026Q2: 3,675 shares; 2026Q3: 3,675 shares 3,675 $310K 0.15% 0 Timeline WCBR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,670 shares; 2026Q3: 6,570 shares 6,570 $301K 0.14% -100 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,708 shares; 2025Q1: 4,747 shares; 2025Q2: 4,583 shares; 2025Q3: 4,618 shares; 2025Q4: 4,656 shares; 2026Q1: 4,698 shares; 2026Q2: 4,735 shares; 2026Q3: 4,876 shares 4,876 $295K 0.14% +141 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,137 shares; 2025Q1: 1,137 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares; 2026Q2: 1,122 shares; 2026Q3: 1,122 shares 1,122 $294K 0.14% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,286 shares; 2025Q2: 3,239 shares; 2025Q3: 2,278 shares; 2025Q4: 2,278 shares; 2026Q1: 2,059 shares; 2026Q2: 2,059 shares; 2026Q3: 2,059 shares 2,059 $293K 0.14% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 575 shares; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 575 shares; 2026Q2: 575 shares; 2026Q3: 575 shares 575 $292K 0.14% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,002 shares; 2025Q1: 3,002 shares; 2025Q2: 3,002 shares; 2025Q3: 3,002 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares; 2026Q2: 3,044 shares; 2026Q3: 3,859 shares 3,859 $292K 0.14% +815 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; 2024Q4: not reported; 2025Q1: 3,217 shares; 2025Q2: 3,217 shares; 2025Q3: 3,218 shares; 2025Q4: 3,265 shares; 2026Q1: 3,215 shares; 2026Q2: 3,365 shares; 2026Q3: 3,391 shares 3,391 $292K 0.14% +26 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; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,855 shares; 2025Q3: 1,755 shares; 2025Q4: 1,755 shares; 2026Q1: 1,705 shares; 2026Q2: 1,805 shares; 2026Q3: 1,985 shares 1,985 $288K 0.13% +180 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; 2024Q4: 303 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 248 shares 248 $287K 0.13% new Timeline FPXI 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; 2024Q4: 12,028 shares; 2025Q1: 11,578 shares; 2025Q2: 11,387 shares; 2025Q3: 9,590 shares; 2025Q4: 8,460 shares; 2026Q1: 7,161 shares; 2026Q2: 5,463 shares; 2026Q3: 4,215 shares 4,215 $284K 0.13% -1,248 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,712 shares; 2026Q2: 5,789 shares; 2026Q3: 5,984 shares 5,984 $283K 0.13% +195 Timeline PPA 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,700 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares; 2026Q3: 1,800 shares 1,800 $278K 0.13% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,350 shares; 2025Q1: 5,351 shares; 2025Q2: 5,353 shares; 2025Q3: 5,351 shares; 2025Q4: 5,151 shares; 2026Q1: 5,151 shares; 2026Q2: 5,151 shares; 2026Q3: 5,106 shares 5,106 $278K 0.13% -45 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,511 shares; 2025Q1: 4,511 shares; 2025Q2: 4,511 shares; 2025Q3: 4,411 shares; 2025Q4: 4,411 shares; 2026Q1: 4,411 shares; 2026Q2: 4,411 shares; 2026Q3: 4,411 shares 4,411 $278K 0.13% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,427 shares; 2026Q2: 4,478 shares; 2026Q3: 4,508 shares 4,508 $276K 0.13% +30 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,402 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares; 2026Q2: 1,423 shares; 2026Q3: 1,423 shares 1,423 $268K 0.13% 0 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 687 shares 687 $262K 0.12% new 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; 2024Q4: not reported; 2025Q1: 2,168 shares; 2025Q2: 2,172 shares; 2025Q3: 2,177 shares; 2025Q4: 2,181 shares; 2026Q1: 2,185 shares; 2026Q2: 2,189 shares; 2026Q3: 2,193 shares 2,193 $260K 0.12% +4 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 5,485 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 5,485 shares; 2025Q4: 5,010 shares; 2026Q1: 4,560 shares; 2026Q2: 4,560 shares; 2026Q3: 4,560 shares 4,560 $255K 0.12% 0 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,165 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,170 shares; 2026Q3: 7,935 shares 7,935 $249K 0.12% +765 Timeline XOM EXXONMOBIL HOLDINGS CORP More: the full row for EXXONMOBIL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,481 shares 1,481 $241K 0.11% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 662 shares; 2026Q3: 662 shares 662 $236K 0.11% 0 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; 2024Q4: 7,467 shares; 2025Q1: 7,547 shares; 2025Q2: 7,291 shares; 2025Q3: 7,362 shares; 2025Q4: 6,694 shares; 2026Q1: 5,462 shares; 2026Q2: not reported; 2026Q3: 5,137 shares 5,137 $236K 0.11% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 2,100 shares; 2026Q2: 2,100 shares; 2026Q3: 2,100 shares 2,100 $233K 0.11% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: not reported; 2026Q2: 1,832 shares; 2026Q3: 1,832 shares 1,832 $229K 0.11% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares; 2026Q3: 950 shares 950 $220K 0.1% 0 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; 2024Q4: 1,956 shares; 2025Q1: 1,956 shares; 2025Q2: 1,956 shares; 2025Q3: 1,956 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares; 2026Q2: 1,908 shares; 2026Q3: 1,908 shares 1,908 $218K 0.1% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 661 shares; 2026Q1: 661 shares; 2026Q2: 661 shares; 2026Q3: 661 shares 661 $215K 0.1% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 1,750 shares 1,750 $212K 0.1% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,288 shares; 2026Q3: 4,288 shares 4,288 $212K 0.1% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,775 shares; 2025Q4: 4,060 shares; 2026Q1: not reported; 2026Q2: 3,960 shares; 2026Q3: 3,460 shares 3,460 $212K 0.1% -500 Timeline JMHI 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,147 shares; 2026Q3: 4,478 shares 4,478 $210K 0.1% +331 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,231 shares; 2026Q1: 1,231 shares; 2026Q2: not reported; 2026Q3: 1,231 shares 1,231 $210K 0.1% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 342 shares 342 $209K 0.1% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 7,061 shares 7,061 $207K 0.1% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,559 shares; 2025Q3: 2,559 shares; 2025Q4: 2,568 shares; 2026Q1: 2,568 shares; 2026Q2: not reported; 2026Q3: 2,251 shares 2,251 $205K 0.1% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,849 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,576 shares; 2026Q3: 1,576 shares 1,576 $202K 0.09% 0 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: not reported; 2026Q3: 19,437 shares 19,437 $166K 0.08% new Timeline