AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 79,106 shares; 2024Q4: 77,330 shares; 2025Q1: 77,919 shares; 2025Q2: 80,807 shares; 2025Q3: 81,628 shares; 2025Q4: 82,969 shares; 2026Q1: 64,019 shares; 2026Q2: 64,574 shares 64,574 $18.7M 4.03% +555 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: 20,757 shares; 2024Q4: 40,538 shares; 2025Q1: 41,536 shares; 2025Q2: 42,296 shares; 2025Q3: 44,176 shares; 2025Q4: 47,585 shares; 2026Q1: 47,534 shares; 2026Q2: 48,767 shares 48,767 $16.6M 3.59% +1,233 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 52,173 shares; 2025Q1: 52,724 shares; 2025Q2: 52,168 shares; 2025Q3: 51,341 shares; 2025Q4: 41,818 shares; 2026Q1: 39,257 shares; 2026Q2: 37,508 shares 37,508 $16.3M 3.51% -1,749 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: 72,541 shares; 2024Q4: 70,640 shares; 2025Q1: 70,669 shares; 2025Q2: 73,426 shares; 2025Q3: 74,346 shares; 2025Q4: 76,562 shares; 2026Q1: 65,184 shares; 2026Q2: 66,795 shares 66,795 $15.9M 3.43% +1,611 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: 57,758 shares; 2024Q4: 57,855 shares; 2025Q1: 58,537 shares; 2025Q2: 61,861 shares; 2025Q3: 61,166 shares; 2025Q4: 57,788 shares; 2026Q1: 43,368 shares; 2026Q2: 41,796 shares 41,796 $14.9M 3.22% -1,572 Timeline IPKW 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: 28,306 shares; 2025Q2: 42,577 shares; 2025Q3: 55,053 shares; 2025Q4: 117,436 shares; 2026Q1: 229,788 shares; 2026Q2: 245,164 shares 245,164 $13.8M 2.98% +15,376 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: 63,134 shares; 2024Q4: 62,869 shares; 2025Q1: 64,161 shares; 2025Q2: 69,265 shares; 2025Q3: 69,164 shares; 2025Q4: 66,284 shares; 2026Q1: 58,843 shares; 2026Q2: 58,632 shares 58,632 $11.7M 2.53% -211 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: 32,740 shares; 2024Q4: 32,881 shares; 2025Q1: 33,556 shares; 2025Q2: 33,751 shares; 2025Q3: 33,905 shares; 2025Q4: 33,684 shares; 2026Q1: 33,462 shares; 2026Q2: 33,597 shares 33,597 $11M 2.37% +135 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: 20,546 shares; 2024Q4: 20,469 shares; 2025Q1: 21,049 shares; 2025Q2: 22,786 shares; 2025Q3: 22,946 shares; 2025Q4: 28,197 shares; 2026Q1: 27,361 shares; 2026Q2: 28,206 shares 28,206 $10.5M 2.27% +845 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,892 shares; 2024Q4: 11,991 shares; 2025Q1: 12,247 shares; 2025Q2: 12,532 shares; 2025Q3: 12,713 shares; 2025Q4: 13,824 shares; 2026Q1: 10,743 shares; 2026Q2: 10,912 shares 10,912 $10.2M 2.2% +169 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106,515 shares; 2024Q4: 105,807 shares; 2025Q1: 105,688 shares; 2025Q2: 105,523 shares; 2025Q3: 103,790 shares; 2025Q4: 81,954 shares; 2026Q1: 41,513 shares; 2026Q2: 41,369 shares 41,369 $9.79M 2.11% -144 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,806 shares; 2024Q4: 38,977 shares; 2025Q1: 38,896 shares; 2025Q2: 39,671 shares; 2025Q3: 39,339 shares; 2025Q4: 38,524 shares; 2026Q1: 37,482 shares; 2026Q2: 38,111 shares 38,111 $9.59M 2.07% +629 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: 19,039 shares; 2024Q4: 17,762 shares; 2025Q1: 18,594 shares; 2025Q2: 18,884 shares; 2025Q3: 18,837 shares; 2025Q4: 13,465 shares; 2026Q1: 12,062 shares; 2026Q2: 11,651 shares 11,651 $8.58M 1.85% -411 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,252 shares; 2025Q3: 3,883 shares; 2025Q4: 12,020 shares; 2026Q1: 12,404 shares; 2026Q2: 13,078 shares 13,078 $8.58M 1.85% +674 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 80,495 shares; 2024Q4: 78,098 shares; 2025Q1: 75,617 shares; 2025Q2: 70,589 shares; 2025Q3: 68,607 shares; 2025Q4: 62,242 shares; 2026Q1: 58,881 shares; 2026Q2: 53,920 shares 53,920 $8M 1.73% -4,961 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,844 shares; 2024Q4: 4,916 shares; 2025Q1: 5,194 shares; 2025Q2: 6,280 shares; 2025Q3: 6,379 shares; 2025Q4: 6,939 shares; 2026Q1: 9,818 shares; 2026Q2: 9,924 shares 9,924 $7.57M 1.63% +106 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: 29,540 shares; 2024Q4: 29,683 shares; 2025Q1: 30,338 shares; 2025Q2: 30,616 shares; 2025Q3: 29,995 shares; 2025Q4: 23,661 shares; 2026Q1: 22,730 shares; 2026Q2: 92,889 shares 92,889 $7.48M 1.61% +70,159 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,945 shares; 2025Q3: 5,533 shares; 2025Q4: 15,758 shares; 2026Q1: 46,345 shares; 2026Q2: 46,861 shares 46,861 $7.23M 1.56% +516 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,928 shares; 2025Q3: 6,885 shares; 2025Q4: 22,111 shares; 2026Q1: 56,048 shares; 2026Q2: 68,771 shares 68,771 $6.9M 1.49% +12,723 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: 88,136 shares; 2024Q4: 179,538 shares; 2025Q1: 180,892 shares; 2025Q2: 191,864 shares; 2025Q3: 195,781 shares; 2025Q4: 184,249 shares; 2026Q1: 183,731 shares; 2026Q2: 188,766 shares 188,766 $6.82M 1.47% +5,035 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; 2024Q3: 149,045 shares; 2024Q4: 150,273 shares; 2025Q1: 151,381 shares; 2025Q2: 150,962 shares; 2025Q3: 148,049 shares; 2025Q4: 100,765 shares; 2026Q1: 80,260 shares; 2026Q2: 73,792 shares 73,792 $6.65M 1.43% -6,468 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: 2,869 shares; 2024Q4: 3,012 shares; 2025Q1: 2,981 shares; 2025Q2: 3,361 shares; 2025Q3: 3,464 shares; 2025Q4: 4,829 shares; 2026Q1: 5,006 shares; 2026Q2: 5,353 shares 5,353 $6.42M 1.39% +347 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,646 shares; 2024Q4: 85,054 shares; 2025Q1: 85,781 shares; 2025Q2: 85,177 shares; 2025Q3: 84,410 shares; 2025Q4: 56,601 shares; 2026Q1: 47,690 shares; 2026Q2: 42,372 shares 42,372 $6.01M 1.3% -5,318 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,012 shares; 2024Q4: 7,895 shares; 2025Q1: 7,897 shares; 2025Q2: 8,013 shares; 2025Q3: 8,355 shares; 2025Q4: 11,015 shares; 2026Q1: 8,860 shares; 2026Q2: 9,197 shares 9,197 $5.84M 1.26% +337 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,825 shares; 2025Q3: 8,155 shares; 2025Q4: 38,741 shares; 2026Q1: 84,996 shares; 2026Q2: 86,937 shares 86,937 $5.47M 1.18% +1,941 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,352 shares; 2024Q4: 120,560 shares; 2025Q1: 118,494 shares; 2025Q2: 134,972 shares; 2025Q3: 144,660 shares; 2025Q4: 151,584 shares; 2026Q1: 163,140 shares; 2026Q2: 169,587 shares 169,587 $5.38M 1.16% +6,447 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,551 shares; 2025Q3: 5,196 shares; 2025Q4: 23,687 shares; 2026Q1: 28,388 shares; 2026Q2: 30,764 shares 30,764 $5.23M 1.13% +2,376 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,991 shares; 2024Q4: 13,944 shares; 2025Q1: 13,987 shares; 2025Q2: 14,507 shares; 2025Q3: 14,682 shares; 2025Q4: 16,040 shares; 2026Q1: 14,991 shares; 2026Q2: 14,905 shares 14,905 $5.11M 1.1% -86 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 72,937 shares; 2025Q1: 74,527 shares; 2025Q2: 76,467 shares; 2025Q3: 79,711 shares; 2025Q4: 82,380 shares; 2026Q1: 120,385 shares; 2026Q2: 123,390 shares 123,390 $4.88M 1.05% +3,005 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,381 shares; 2024Q4: 19,946 shares; 2025Q1: 20,116 shares; 2025Q2: 21,201 shares; 2025Q3: 21,278 shares; 2025Q4: 19,280 shares; 2026Q1: 19,034 shares; 2026Q2: 19,580 shares 19,580 $4.86M 1.05% +546 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: 16,681 shares; 2024Q4: 15,025 shares; 2025Q1: 14,503 shares; 2025Q2: 14,710 shares; 2025Q3: 15,325 shares; 2025Q4: 15,654 shares; 2026Q1: 13,401 shares; 2026Q2: 12,730 shares 12,730 $4.81M 1.04% -671 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 91,355 shares; 2025Q1: 93,117 shares; 2025Q2: 93,319 shares; 2025Q3: 93,151 shares; 2025Q4: 87,361 shares; 2026Q1: 83,173 shares; 2026Q2: 80,685 shares 80,685 $4.56M 0.98% -2,488 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: 12,301 shares; 2024Q4: 11,951 shares; 2025Q1: 12,086 shares; 2025Q2: 11,954 shares; 2025Q3: 12,064 shares; 2025Q4: 14,651 shares; 2026Q1: 14,346 shares; 2026Q2: 15,274 shares 15,274 $4.13M 0.89% +928 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,128 shares; 2025Q2: 1,558 shares; 2025Q3: 2,577 shares; 2025Q4: 7,157 shares; 2026Q1: 8,512 shares; 2026Q2: 9,548 shares 9,548 $4.02M 0.87% +1,036 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,362 shares; 2026Q1: 40,948 shares; 2026Q2: 43,672 shares 43,672 $4.02M 0.87% +2,724 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,007 shares; 2024Q4: 12,484 shares; 2025Q1: 12,708 shares; 2025Q2: 13,108 shares; 2025Q3: 13,675 shares; 2025Q4: 17,338 shares; 2026Q1: 17,457 shares; 2026Q2: 17,703 shares 17,703 $3.95M 0.85% +246 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: 33,802 shares; 2024Q4: 34,387 shares; 2025Q1: 34,024 shares; 2025Q2: 34,508 shares; 2025Q3: 34,733 shares; 2025Q4: 36,266 shares; 2026Q1: 33,571 shares; 2026Q2: 33,530 shares 33,530 $3.8M 0.82% -41 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: 7,961 shares; 2024Q4: 8,376 shares; 2025Q1: 8,584 shares; 2025Q2: 8,851 shares; 2025Q3: 9,111 shares; 2025Q4: 10,611 shares; 2026Q1: 10,232 shares; 2026Q2: 10,766 shares 10,766 $3.8M 0.82% +534 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,782 shares; 2024Q4: 57,099 shares; 2025Q1: 57,121 shares; 2025Q2: 54,831 shares; 2025Q3: 48,767 shares; 2025Q4: 28,685 shares; 2026Q1: 45,540 shares; 2026Q2: 42,152 shares 42,152 $3.6M 0.78% -3,388 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,900 shares; 2026Q1: 54,907 shares; 2026Q2: 59,702 shares 59,702 $3.57M 0.77% +4,795 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 12,821 shares; 2025Q1: 12,621 shares; 2025Q2: 20,332 shares; 2025Q3: 28,389 shares; 2025Q4: 69,269 shares; 2026Q1: 73,824 shares; 2026Q2: 96,382 shares 96,382 $3.49M 0.75% +22,558 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 114,964 shares; 2024Q4: 110,585 shares; 2025Q1: 109,550 shares; 2025Q2: 109,674 shares; 2025Q3: 107,595 shares; 2025Q4: 91,998 shares; 2026Q1: 89,003 shares; 2026Q2: 81,818 shares 81,818 $3.45M 0.74% -7,185 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,720 shares; 2024Q4: 14,965 shares; 2025Q1: 14,620 shares; 2025Q2: 14,721 shares; 2025Q3: 14,030 shares; 2025Q4: 13,906 shares; 2026Q1: 13,305 shares; 2026Q2: 13,155 shares 13,155 $3.13M 0.68% -150 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,358 shares; 2024Q4: 2,362 shares; 2025Q1: 2,417 shares; 2025Q2: 2,994 shares; 2025Q3: 3,327 shares; 2025Q4: 5,226 shares; 2026Q1: 5,535 shares; 2026Q2: 5,962 shares 5,962 $3.04M 0.66% +427 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: 30,117 shares; 2024Q4: 29,684 shares; 2025Q1: 28,643 shares; 2025Q2: 26,423 shares; 2025Q3: 25,028 shares; 2025Q4: 23,078 shares; 2026Q1: 21,775 shares; 2026Q2: 19,346 shares 19,346 $2.86M 0.62% -2,429 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,867 shares; 2025Q4: 14,780 shares; 2026Q1: 21,680 shares; 2026Q2: 28,999 shares 28,999 $2.78M 0.6% +7,319 Timeline PFIG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,115 shares; 2025Q3: 27,330 shares; 2025Q4: 71,805 shares; 2026Q1: 110,858 shares; 2026Q2: 116,023 shares 116,023 $2.78M 0.6% +5,165 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: 31,107 shares; 2024Q4: 30,890 shares; 2025Q1: 30,272 shares; 2025Q2: 29,846 shares; 2025Q3: 28,916 shares; 2025Q4: 17,290 shares; 2026Q1: 13,537 shares; 2026Q2: 12,642 shares 12,642 $2.76M 0.59% -895 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 3,343 shares; 2025Q4: 7,113 shares; 2026Q1: 8,130 shares; 2026Q2: 8,260 shares 8,260 $2.6M 0.56% +130 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,860 shares; 2024Q4: 12,695 shares; 2025Q1: 12,685 shares; 2025Q2: 13,615 shares; 2025Q3: 14,403 shares; 2025Q4: 16,380 shares; 2026Q1: 16,660 shares; 2026Q2: 17,110 shares 17,110 $2.59M 0.56% +450 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: 3,413 shares; 2024Q4: 3,458 shares; 2025Q1: 3,508 shares; 2025Q2: 3,418 shares; 2025Q3: 3,338 shares; 2025Q4: 2,668 shares; 2026Q1: 2,548 shares; 2026Q2: 2,519 shares 2,519 $2.55M 0.55% -29 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,002 shares; 2024Q4: 13,496 shares; 2025Q1: 14,881 shares; 2025Q2: 15,051 shares; 2025Q3: 15,301 shares; 2025Q4: 14,866 shares; 2026Q1: 14,446 shares; 2026Q2: 14,057 shares 14,057 $2.52M 0.54% -389 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; 2024Q3: 44,827 shares; 2024Q4: 45,163 shares; 2025Q1: 44,842 shares; 2025Q2: 42,685 shares; 2025Q3: 38,113 shares; 2025Q4: 27,550 shares; 2026Q1: 26,763 shares; 2026Q2: 26,188 shares 26,188 $2.45M 0.53% -575 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,207 shares; 2025Q4: 16,360 shares; 2026Q1: 18,290 shares; 2026Q2: 20,829 shares 20,829 $2.43M 0.52% +2,539 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,692 shares; 2026Q1: 15,998 shares; 2026Q2: 17,331 shares 17,331 $2.37M 0.51% +1,333 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 385 shares; 2024Q4: 385 shares; 2025Q1: 382 shares; 2025Q2: 437 shares; 2025Q3: 557 shares; 2025Q4: 29,310 shares; 2026Q1: 32,503 shares; 2026Q2: 32,927 shares 32,927 $2.35M 0.51% +424 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,878 shares; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares; 2025Q2: 5,659 shares; 2025Q3: 5,687 shares; 2025Q4: 11,200 shares; 2026Q1: 23,238 shares; 2026Q2: 23,746 shares 23,746 $2.29M 0.49% +508 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: 13,009 shares; 2024Q4: 12,811 shares; 2025Q1: 13,007 shares; 2025Q2: 12,618 shares; 2025Q3: 11,100 shares; 2025Q4: 7,928 shares; 2026Q1: 6,445 shares; 2026Q2: 6,140 shares 6,140 $2.27M 0.49% -305 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,916 shares; 2024Q4: 7,006 shares; 2025Q1: 7,256 shares; 2025Q2: 7,149 shares; 2025Q3: 7,129 shares; 2025Q4: 6,162 shares; 2026Q1: 5,930 shares; 2026Q2: 5,896 shares 5,896 $2.18M 0.47% -34 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 50,465 shares; 2024Q4: 50,280 shares; 2025Q1: 50,530 shares; 2025Q2: 48,430 shares; 2025Q3: 48,280 shares; 2025Q4: 41,925 shares; 2026Q1: 45,400 shares; 2026Q2: 43,350 shares 43,350 $2.15M 0.46% -2,050 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: 8,084 shares; 2024Q4: 6,978 shares; 2025Q1: 7,131 shares; 2025Q2: 7,032 shares; 2025Q3: 6,920 shares; 2025Q4: 4,874 shares; 2026Q1: 3,428 shares; 2026Q2: 2,855 shares 2,855 $2.13M 0.46% -573 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,915 shares; 2024Q4: 45,284 shares; 2025Q1: 47,105 shares; 2025Q2: 46,932 shares; 2025Q3: 45,920 shares; 2025Q4: 32,379 shares; 2026Q1: 23,530 shares; 2026Q2: 22,227 shares 22,227 $2.13M 0.46% -1,303 Timeline SPHY 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: 80,202 shares; 2024Q4: 77,224 shares; 2025Q1: 76,169 shares; 2025Q2: 77,382 shares; 2025Q3: 78,788 shares; 2025Q4: 84,653 shares; 2026Q1: 85,486 shares; 2026Q2: 88,026 shares 88,026 $2.06M 0.45% +2,540 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE 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: 4,035 shares; 2025Q4: 15,185 shares; 2026Q1: 36,930 shares; 2026Q2: 36,510 shares 36,510 $1.98M 0.43% -420 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 13,512 shares; 2026Q2: 14,566 shares 14,566 $1.97M 0.43% +1,054 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: 45,546 shares; 2024Q4: 46,121 shares; 2025Q1: 48,143 shares; 2025Q2: 49,842 shares; 2025Q3: 50,450 shares; 2025Q4: 58,199 shares; 2026Q1: 41,325 shares; 2026Q2: 38,488 shares 38,488 $1.95M 0.42% -2,837 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; 2024Q3: not reported; 2024Q4: 89,426 shares; 2025Q1: 95,107 shares; 2025Q2: 97,240 shares; 2025Q3: 100,803 shares; 2025Q4: 71,812 shares; 2026Q1: 62,577 shares; 2026Q2: 57,392 shares 57,392 $1.94M 0.42% -5,185 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; 2024Q3: 2,173 shares; 2024Q4: 2,123 shares; 2025Q1: 2,048 shares; 2025Q2: 3,510 shares; 2025Q3: 3,989 shares; 2025Q4: 7,204 shares; 2026Q1: 8,308 shares; 2026Q2: 9,781 shares 9,781 $1.93M 0.42% +1,473 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: 3,706 shares; 2026Q1: 6,512 shares; 2026Q2: 6,282 shares 6,282 $1.9M 0.41% -230 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: 39,410 shares; 2024Q4: 37,860 shares; 2025Q1: 37,010 shares; 2025Q2: 44,070 shares; 2025Q3: 48,764 shares; 2025Q4: 86,724 shares; 2026Q1: 92,956 shares; 2026Q2: 93,169 shares 93,169 $1.9M 0.41% +213 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,555 shares; 2024Q4: 7,204 shares; 2025Q1: 6,858 shares; 2025Q2: 6,712 shares; 2025Q3: 6,639 shares; 2025Q4: 5,370 shares; 2026Q1: 4,023 shares; 2026Q2: 15,201 shares 15,201 $1.89M 0.41% +11,178 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,006 shares; 2025Q4: 6,713 shares; 2026Q1: 17,067 shares; 2026Q2: 18,105 shares 18,105 $1.78M 0.38% +1,038 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 3,514 shares; 2025Q4: 9,062 shares; 2026Q1: 10,252 shares; 2026Q2: 10,598 shares 10,598 $1.75M 0.38% +346 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,618 shares; 2026Q1: 1,618 shares; 2026Q2: 1,618 shares 1,618 $1.72M 0.37% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,439 shares; 2024Q4: 39,897 shares; 2025Q1: 39,696 shares; 2025Q2: 39,352 shares; 2025Q3: 38,246 shares; 2025Q4: 27,746 shares; 2026Q1: 23,208 shares; 2026Q2: 22,673 shares 22,673 $1.66M 0.36% -535 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,160 shares; 2026Q1: 16,078 shares; 2026Q2: 16,079 shares 16,079 $1.64M 0.35% +1 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,205 shares; 2026Q2: 12,847 shares 12,847 $1.49M 0.32% +1,642 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: 41,215 shares; 2024Q4: 40,551 shares; 2025Q1: 39,455 shares; 2025Q2: 36,978 shares; 2025Q3: 34,477 shares; 2025Q4: 19,904 shares; 2026Q1: 19,295 shares; 2026Q2: 18,659 shares 18,659 $1.44M 0.31% -636 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,130 shares; 2026Q2: 24,140 shares 24,140 $1.36M 0.29% +1,010 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,497 shares; 2024Q4: 8,055 shares; 2025Q1: 4,614 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,518 shares; 2026Q1: 4,459 shares; 2026Q2: 2,084 shares 2,084 $1.34M 0.29% -2,375 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,016 shares; 2024Q4: 10,016 shares; 2025Q1: 9,843 shares; 2025Q2: 9,952 shares; 2025Q3: 10,352 shares; 2025Q4: 13,669 shares; 2026Q1: 13,279 shares; 2026Q2: 14,216 shares 14,216 $1.29M 0.28% +937 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,238 shares; 2026Q1: 12,778 shares; 2026Q2: 12,678 shares 12,678 $1.29M 0.28% -100 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 2,521 shares; 2026Q1: 2,616 shares; 2026Q2: 3,568 shares 3,568 $1.26M 0.27% +952 Timeline GII 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,244 shares; 2026Q1: 14,205 shares; 2026Q2: 16,295 shares 16,295 $1.23M 0.27% +2,090 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,345 shares; 2024Q4: 11,855 shares; 2025Q1: 11,855 shares; 2025Q2: 15,420 shares; 2025Q3: 15,320 shares; 2025Q4: 13,090 shares; 2026Q1: 13,090 shares; 2026Q2: 28,045 shares 28,045 $1.21M 0.26% +14,955 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; 2024Q3: 33,159 shares; 2024Q4: 32,823 shares; 2025Q1: 32,424 shares; 2025Q2: 31,452 shares; 2025Q3: 30,619 shares; 2025Q4: 23,998 shares; 2026Q1: 20,794 shares; 2026Q2: 20,681 shares 20,681 $1.19M 0.26% -113 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: 26,520 shares; 2024Q4: 29,513 shares; 2025Q1: 30,136 shares; 2025Q2: 30,963 shares; 2025Q3: 32,016 shares; 2025Q4: 19,452 shares; 2026Q1: 16,400 shares; 2026Q2: 16,402 shares 16,402 $1.17M 0.25% +2 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,587 shares; 2026Q1: 4,399 shares; 2026Q2: 4,414 shares 4,414 $1.12M 0.24% +15 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,389 shares; 2025Q3: 4,589 shares; 2025Q4: 4,844 shares; 2026Q1: 3,085 shares; 2026Q2: 4,313 shares 4,313 $1.1M 0.24% +1,228 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,562 shares; 2024Q4: 2,600 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares; 2025Q4: 2,367 shares; 2026Q1: 1,342 shares; 2026Q2: 1,026 shares 1,026 $990K 0.21% -316 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722 shares; 2024Q4: 2,725 shares; 2025Q1: 2,671 shares; 2025Q2: 2,596 shares; 2025Q3: 2,613 shares; 2025Q4: 2,809 shares; 2026Q1: 2,576 shares; 2026Q2: 2,731 shares 2,731 $989K 0.21% +155 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 1,445 shares; 2026Q1: 1,027 shares; 2026Q2: 827 shares 827 $955K 0.21% -200 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,522 shares; 2026Q1: 1,838 shares; 2026Q2: 4,915 shares 4,915 $935K 0.2% +3,077 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 528 shares; 2024Q4: 536 shares; 2025Q1: 554 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 534 shares; 2026Q1: 352 shares; 2026Q2: 3,058 shares 3,058 $922K 0.2% +2,706 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: 7,480 shares; 2024Q4: 7,655 shares; 2025Q1: 7,637 shares; 2025Q2: 8,294 shares; 2025Q3: 8,725 shares; 2025Q4: 10,460 shares; 2026Q1: 2,086 shares; 2026Q2: 1,831 shares 1,831 $916K 0.2% -255 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,145 shares; 2025Q2: 2,164 shares; 2025Q3: 2,180 shares; 2025Q4: 2,040 shares; 2026Q1: 1,925 shares; 2026Q2: 1,909 shares 1,909 $912K 0.2% -16 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,618 shares; 2024Q4: 10,543 shares; 2025Q1: 10,660 shares; 2025Q2: 12,877 shares; 2025Q3: 14,049 shares; 2025Q4: 13,427 shares; 2026Q1: 11,503 shares; 2026Q2: 10,733 shares 10,733 $892K 0.19% -770 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,410 shares; 2024Q4: 26,350 shares; 2025Q1: 26,345 shares; 2025Q2: 26,070 shares; 2025Q3: 25,096 shares; 2025Q4: 16,445 shares; 2026Q1: 13,640 shares; 2026Q2: 11,815 shares 11,815 $885K 0.19% -1,825 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,317 shares; 2024Q4: 17,298 shares; 2025Q1: 17,190 shares; 2025Q2: 12,968 shares; 2025Q3: 12,727 shares; 2025Q4: 10,444 shares; 2026Q1: 10,444 shares; 2026Q2: 5,307 shares 5,307 $868K 0.19% -5,137 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: 9,795 shares; 2024Q4: 11,094 shares; 2025Q1: 11,139 shares; 2025Q2: 8,565 shares; 2025Q3: 8,198 shares; 2025Q4: 6,734 shares; 2026Q1: 6,735 shares; 2026Q2: 3,360 shares 3,360 $847K 0.18% -3,375 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,027 shares; 2026Q1: 2,056 shares; 2026Q2: 2,791 shares 2,791 $846K 0.18% +735 Timeline IYM 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: 4,564 shares 4,564 $819K 0.18% new Timeline IDGT 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: 6,836 shares 6,836 $819K 0.18% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,605 shares; 2024Q4: 18,605 shares; 2025Q1: 16,305 shares; 2025Q2: 16,375 shares; 2025Q3: 18,375 shares; 2025Q4: 17,290 shares; 2026Q1: 17,240 shares; 2026Q2: 16,720 shares 16,720 $816K 0.18% -520 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,655 shares; 2024Q4: 4,023 shares; 2025Q1: 4,737 shares; 2025Q2: 5,078 shares; 2025Q3: 5,483 shares; 2025Q4: 9,311 shares; 2026Q1: 9,224 shares; 2026Q2: 8,494 shares 8,494 $813K 0.18% -730 Timeline IYZ 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: 27,331 shares; 2025Q2: 43,289 shares; 2025Q3: 43,196 shares; 2025Q4: 41,907 shares; 2026Q1: 41,915 shares; 2026Q2: 18,833 shares 18,833 $797K 0.17% -23,082 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,777 shares; 2025Q4: 5,956 shares; 2026Q1: 6,667 shares; 2026Q2: 6,779 shares 6,779 $795K 0.17% +112 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: 14,452 shares; 2024Q4: 14,813 shares; 2025Q1: 14,648 shares; 2025Q2: 13,290 shares; 2025Q3: 11,935 shares; 2025Q4: 10,212 shares; 2026Q1: 8,857 shares; 2026Q2: 8,741 shares 8,741 $794K 0.17% -116 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,482 shares; 2026Q1: 23,107 shares; 2026Q2: 28,270 shares 28,270 $773K 0.17% +5,163 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,950 shares; 2026Q1: 17,640 shares; 2026Q2: 17,145 shares 17,145 $761K 0.16% -495 Timeline IGE 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: 13,310 shares 13,310 $748K 0.16% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,845 shares; 2024Q4: 14,002 shares; 2025Q1: 14,085 shares; 2025Q2: 14,303 shares; 2025Q3: 14,316 shares; 2025Q4: 11,271 shares; 2026Q1: 3,054 shares; 2026Q2: 3,077 shares 3,077 $748K 0.16% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,117 shares; 2026Q2: 12,243 shares 12,243 $731K 0.16% +126 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: 5,697 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,512 shares; 2026Q1: 13,006 shares; 2026Q2: 17,164 shares 17,164 $727K 0.16% +4,158 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,075 shares; 2024Q4: 12,360 shares; 2025Q1: 12,360 shares; 2025Q2: 12,335 shares; 2025Q3: 12,210 shares; 2025Q4: 15,696 shares; 2026Q1: 15,696 shares; 2026Q2: 15,481 shares 15,481 $718K 0.15% -215 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: 2,097 shares; 2024Q4: 2,042 shares; 2025Q1: 2,042 shares; 2025Q2: 2,041 shares; 2025Q3: 2,001 shares; 2025Q4: 1,421 shares; 2026Q1: 1,308 shares; 2026Q2: 1,258 shares 1,258 $709K 0.15% -50 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: 7,510 shares; 2024Q4: 7,435 shares; 2025Q1: 7,435 shares; 2025Q2: 7,185 shares; 2025Q3: 6,475 shares; 2025Q4: 5,210 shares; 2026Q1: 5,155 shares; 2026Q2: 5,132 shares 5,132 $701K 0.15% -23 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 25,992 shares; 2026Q1: 62,880 shares; 2026Q2: 62,805 shares 62,805 $683K 0.15% -75 Timeline VUSB 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: not reported; 2025Q2: not reported; 2025Q3: 4,550 shares; 2025Q4: 10,800 shares; 2026Q1: 12,891 shares; 2026Q2: 13,420 shares 13,420 $668K 0.14% +529 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION 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: 26,718 shares; 2026Q1: 73,452 shares; 2026Q2: 73,607 shares 73,607 $657K 0.14% +155 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,681 shares; 2026Q1: 36,060 shares; 2026Q2: 35,595 shares 35,595 $638K 0.14% -465 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,637 shares; 2026Q2: 16,421 shares 16,421 $628K 0.14% -1,216 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,271 shares; 2026Q1: 21,681 shares; 2026Q2: 19,617 shares 19,617 $625K 0.13% -2,064 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL 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: 1,081 shares; 2025Q4: 1,622 shares; 2026Q1: 1,532 shares; 2026Q2: 1,562 shares 1,562 $621K 0.13% +30 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; 2024Q3: 4,785 shares; 2024Q4: 4,785 shares; 2025Q1: 4,560 shares; 2025Q2: 5,815 shares; 2025Q3: 7,243 shares; 2025Q4: 8,989 shares; 2026Q1: 9,456 shares; 2026Q2: 11,401 shares 11,401 $611K 0.13% +1,945 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 3,675 shares; 2026Q2: 3,350 shares 3,350 $607K 0.13% -325 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY 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: 7,819 shares; 2026Q1: 7,819 shares; 2026Q2: 7,819 shares 7,819 $597K 0.13% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,161 shares; 2026Q1: 11,202 shares; 2026Q2: 11,270 shares 11,270 $590K 0.13% +68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,104 shares; 2026Q1: 4,416 shares; 2026Q2: 4,391 shares 4,391 $556K 0.12% -25 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,945 shares; 2024Q4: 14,726 shares; 2025Q1: 14,407 shares; 2025Q2: 14,197 shares; 2025Q3: 14,175 shares; 2025Q4: 7,934 shares; 2026Q1: 7,106 shares; 2026Q2: 6,201 shares 6,201 $545K 0.12% -905 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,335 shares; 2024Q4: 12,545 shares; 2025Q1: 11,540 shares; 2025Q2: 12,240 shares; 2025Q3: 13,222 shares; 2025Q4: 17,357 shares; 2026Q1: 10,013 shares; 2026Q2: 10,510 shares 10,510 $541K 0.12% +497 Timeline VT 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: 8,577 shares; 2024Q4: 8,362 shares; 2025Q1: 8,293 shares; 2025Q2: 8,283 shares; 2025Q3: 8,234 shares; 2025Q4: 4,458 shares; 2026Q1: 3,230 shares; 2026Q2: 3,208 shares 3,208 $503K 0.11% -22 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION 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: 48,770 shares; 2026Q1: 106,285 shares; 2026Q2: 101,505 shares 101,505 $480K 0.1% -4,780 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,103 shares; 2026Q1: 9,687 shares; 2026Q2: 9,482 shares 9,482 $473K 0.1% -205 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,577 shares; 2026Q2: 10,064 shares 10,064 $461K 0.1% -513 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: 938 shares; 2026Q1: not reported; 2026Q2: 773 shares 773 $449K 0.1% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,387 shares; 2024Q4: 4,078 shares; 2025Q1: 3,817 shares; 2025Q2: 3,567 shares; 2025Q3: 2,961 shares; 2025Q4: 2,225 shares; 2026Q1: 2,816 shares; 2026Q2: 2,816 shares 2,816 $440K 0.09% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,870 shares; 2024Q4: 9,270 shares; 2025Q1: 8,970 shares; 2025Q2: 8,970 shares; 2025Q3: 9,943 shares; 2025Q4: 9,638 shares; 2026Q1: 9,508 shares; 2026Q2: 9,508 shares 9,508 $434K 0.09% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,550 shares; 2024Q4: 6,000 shares; 2025Q1: 5,800 shares; 2025Q2: 5,800 shares; 2025Q3: 5,800 shares; 2025Q4: 9,326 shares; 2026Q1: 9,243 shares; 2026Q2: 9,283 shares 9,283 $426K 0.09% +40 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: 2,504 shares; 2024Q4: 2,429 shares; 2025Q1: 2,314 shares; 2025Q2: 2,264 shares; 2025Q3: 2,204 shares; 2025Q4: 1,874 shares; 2026Q1: 1,402 shares; 2026Q2: 1,402 shares 1,402 $425K 0.09% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP 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: 22,782 shares; 2026Q2: 21,974 shares 21,974 $415K 0.09% -808 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,365 shares; 2024Q4: 15,826 shares; 2025Q1: 15,018 shares; 2025Q2: 15,049 shares; 2025Q3: 15,145 shares; 2025Q4: 11,385 shares; 2026Q1: 3,492 shares; 2026Q2: 6,933 shares 6,933 $389K 0.08% +3,441 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 979 shares; 2026Q2: 2,271 shares 2,271 $376K 0.08% +1,292 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: not reported; 2024Q4: 3,433 shares; 2025Q1: 3,341 shares; 2025Q2: 3,344 shares; 2025Q3: 3,444 shares; 2025Q4: 3,101 shares; 2026Q1: 3,199 shares; 2026Q2: 3,204 shares 3,204 $376K 0.08% +5 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: 1,414 shares; 2024Q4: 1,426 shares; 2025Q1: 1,346 shares; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,863 shares; 2026Q1: 1,448 shares; 2026Q2: 1,472 shares 1,472 $374K 0.08% +24 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,849 shares; 2024Q4: 6,849 shares; 2025Q1: 6,849 shares; 2025Q2: 6,850 shares; 2025Q3: 6,574 shares; 2025Q4: 1,898 shares; 2026Q1: 1,863 shares; 2026Q2: 1,683 shares 1,683 $369K 0.08% -180 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,105 shares; 2026Q2: 26,556 shares 26,556 $369K 0.08% +14,451 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,442 shares; 2024Q4: 9,320 shares; 2025Q1: 9,175 shares; 2025Q2: 9,176 shares; 2025Q3: 8,033 shares; 2025Q4: 2,630 shares; 2026Q1: 2,135 shares; 2026Q2: 1,905 shares 1,905 $358K 0.08% -230 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares; 2026Q2: 1,052 shares 1,052 $356K 0.08% +1 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,912 shares; 2024Q4: 3,685 shares; 2025Q1: 3,433 shares; 2025Q2: 3,403 shares; 2025Q3: 3,188 shares; 2025Q4: 1,370 shares; 2026Q1: not reported; 2026Q2: 1,239 shares 1,239 $348K 0.08% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,489 shares; 2024Q4: 2,495 shares; 2025Q1: 2,336 shares; 2025Q2: 2,340 shares; 2025Q3: 2,340 shares; 2025Q4: 2,476 shares; 2026Q1: 2,203 shares; 2026Q2: 2,531 shares 2,531 $343K 0.07% +328 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,180 shares; 2024Q4: 2,156 shares; 2025Q1: 2,223 shares; 2025Q2: 2,205 shares; 2025Q3: 2,205 shares; 2025Q4: 1,844 shares; 2026Q1: 1,387 shares; 2026Q2: 1,528 shares 1,528 $337K 0.07% +141 Timeline LAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,025 shares; 2024Q4: 26,025 shares; 2025Q1: 25,825 shares; 2025Q2: 25,825 shares; 2025Q3: 25,575 shares; 2025Q4: 14,125 shares; 2026Q1: 12,590 shares; 2026Q2: 12,540 shares 12,540 $317K 0.07% -50 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,676 shares 2,676 $316K 0.07% new Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 6,752 shares; 2026Q2: 6,752 shares 6,752 $307K 0.07% 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: 866 shares; 2024Q4: 746 shares; 2025Q1: 746 shares; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 598 shares; 2026Q1: 598 shares; 2026Q2: 3,438 shares 3,438 $296K 0.06% +2,840 Timeline XSHQ 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: 5,335 shares; 2025Q2: 10,420 shares; 2025Q3: 10,425 shares; 2025Q4: 7,025 shares; 2026Q1: 6,275 shares; 2026Q2: 6,045 shares 6,045 $292K 0.06% -230 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: 2,298 shares; 2024Q4: 2,238 shares; 2025Q1: 2,727 shares; 2025Q2: 2,709 shares; 2025Q3: 2,608 shares; 2025Q4: 2,743 shares; 2026Q1: 1,857 shares; 2026Q2: 1,985 shares 1,985 $291K 0.06% +128 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: not reported; 2024Q4: 1,430 shares; 2025Q1: 3,402 shares; 2025Q2: 3,476 shares; 2025Q3: 3,232 shares; 2025Q4: 2,042 shares; 2026Q1: 1,660 shares; 2026Q2: 1,350 shares 1,350 $287K 0.06% -310 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,819 shares; 2024Q4: 1,826 shares; 2025Q1: 1,871 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,754 shares; 2026Q1: 2,191 shares; 2026Q2: 1,528 shares 1,528 $282K 0.06% -663 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,040 shares; 2026Q2: 1,040 shares 1,040 $280K 0.06% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,898 shares; 2026Q2: 2,810 shares 2,810 $272K 0.06% -88 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: 1,411 shares; 2025Q4: 1,313 shares; 2026Q1: 1,248 shares; 2026Q2: 1,300 shares 1,300 $269K 0.06% +52 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 282 shares; 2025Q1: 300 shares; 2025Q2: 293 shares; 2025Q3: 293 shares; 2025Q4: 322 shares; 2026Q1: 341 shares; 2026Q2: 273 shares 273 $263K 0.06% -68 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,812 shares; 2025Q3: 2,820 shares; 2025Q4: 2,620 shares; 2026Q1: 2,308 shares; 2026Q2: 2,308 shares 2,308 $260K 0.06% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,183 shares 2,183 $257K 0.06% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,425 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 5,762 shares; 2026Q1: 5,762 shares; 2026Q2: 5,612 shares 5,612 $249K 0.05% -150 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,120 shares; 2024Q4: 5,420 shares; 2025Q1: 6,535 shares; 2025Q2: 6,535 shares; 2025Q3: 6,135 shares; 2025Q4: 6,135 shares; 2026Q1: 5,900 shares; 2026Q2: 4,900 shares 4,900 $248K 0.05% -1,000 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,166 shares; 2026Q1: 10,525 shares; 2026Q2: 11,855 shares 11,855 $245K 0.05% +1,330 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,818 shares; 2026Q2: 2,818 shares 2,818 $229K 0.05% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,315 shares; 2026Q2: 5,315 shares 5,315 $229K 0.05% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,290 shares; 2025Q1: 1,314 shares; 2025Q2: 1,375 shares; 2025Q3: 1,375 shares; 2025Q4: 1,333 shares; 2026Q1: 1,540 shares; 2026Q2: 1,134 shares 1,134 $227K 0.05% -406 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,600 shares; 2025Q4: 4,463 shares; 2026Q1: not reported; 2026Q2: 4,307 shares 4,307 $215K 0.05% new Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,433 shares 8,433 $214K 0.05% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,333 shares 1,333 $211K 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,108 shares; 2024Q4: 1,108 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 919 shares; 2025Q4: 820 shares; 2026Q1: 790 shares; 2026Q2: 766 shares 766 $207K 0.04% -24 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,695 shares; 2025Q4: 4,695 shares; 2026Q1: not reported; 2026Q2: 4,495 shares 4,495 $207K 0.04% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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: 850 shares 850 $203K 0.04% new Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,885 shares 4,885 $202K 0.04% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,600 shares; 2024Q4: 2,601 shares; 2025Q1: 2,605 shares; 2025Q2: 2,586 shares; 2025Q3: 2,586 shares; 2025Q4: not reported; 2026Q1: 2,491 shares; 2026Q2: 2,481 shares 2,481 $201K 0.04% -10 Timeline