IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,684 shares; 2024Q4: 41,593 shares; 2025Q1: 40,499 shares; 2025Q2: 40,215 shares; 2025Q3: 29,064 shares; 2025Q4: 40,134 shares; 2026Q1: 41,006 shares; 2026Q2: 160,871 shares 160,871 $20M 6.32% +119,865 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: 13,847 shares; 2024Q4: 13,996 shares; 2025Q1: 13,992 shares; 2025Q2: 14,796 shares; 2025Q3: 11,263 shares; 2025Q4: 16,503 shares; 2026Q1: 20,450 shares; 2026Q2: 23,119 shares 23,119 $17.3M 5.46% +2,669 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,548 shares; 2024Q4: 35,491 shares; 2025Q1: 34,785 shares; 2025Q2: 38,250 shares; 2025Q3: 31,740 shares; 2025Q4: 44,846 shares; 2026Q1: 45,831 shares; 2026Q2: 42,290 shares 42,290 $12.2M 3.87% -3,541 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,934 shares; 2024Q4: 40,149 shares; 2025Q1: 40,102 shares; 2025Q2: 44,762 shares; 2025Q3: 37,304 shares; 2025Q4: 50,118 shares; 2026Q1: 52,394 shares; 2026Q2: 52,578 shares 52,578 $11.9M 3.77% +184 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,363 shares; 2025Q3: 37,759 shares; 2025Q4: 51,740 shares; 2026Q1: 53,924 shares; 2026Q2: 54,429 shares 54,429 $9M 2.85% +505 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: 20,246 shares; 2024Q4: 20,851 shares; 2025Q1: 20,760 shares; 2025Q2: 23,098 shares; 2025Q3: 17,102 shares; 2025Q4: 24,045 shares; 2026Q1: 24,533 shares; 2026Q2: 23,493 shares 23,493 $8.4M 2.65% -1,040 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,937 shares; 2026Q1: 24,847 shares; 2026Q2: 27,103 shares 27,103 $7.8M 2.47% +2,256 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: 14,376 shares; 2024Q4: 24,156 shares; 2025Q1: 26,933 shares; 2025Q2: 30,587 shares; 2025Q3: 35,588 shares; 2025Q4: 40,226 shares; 2026Q1: 38,869 shares; 2026Q2: 37,439 shares 37,439 $7.49M 2.37% -1,430 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: 13,114 shares; 2024Q4: 12,932 shares; 2025Q1: 12,643 shares; 2025Q2: 12,550 shares; 2025Q3: 9,501 shares; 2025Q4: 14,079 shares; 2026Q1: 14,507 shares; 2026Q2: 14,567 shares 14,567 $7.29M 2.3% +60 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,877 shares; 2025Q3: 9,044 shares; 2025Q4: 14,298 shares; 2026Q1: 111,016 shares; 2026Q2: 111,105 shares 111,105 $7.29M 2.3% +89 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,413 shares; 2024Q4: 36,731 shares; 2025Q1: 35,882 shares; 2025Q2: 43,585 shares; 2025Q3: 32,881 shares; 2025Q4: 44,109 shares; 2026Q1: 52,032 shares; 2026Q2: 55,675 shares 55,675 $6.62M 2.09% +3,643 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: 69,576 shares; 2024Q4: 60,658 shares; 2025Q1: 57,733 shares; 2025Q2: 58,216 shares; 2025Q3: 39,778 shares; 2025Q4: 58,169 shares; 2026Q1: 58,903 shares; 2026Q2: 57,618 shares 57,618 $6.53M 2.06% -1,285 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: 17,568 shares; 2024Q4: 19,065 shares; 2025Q1: 19,065 shares; 2025Q2: 19,347 shares; 2025Q3: 14,614 shares; 2025Q4: 19,437 shares; 2026Q1: 19,725 shares; 2026Q2: 19,583 shares 19,583 $6.41M 2.03% -142 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: 20,875 shares; 2024Q4: 23,126 shares; 2025Q1: 22,625 shares; 2025Q2: 23,489 shares; 2025Q3: 31,367 shares; 2025Q4: 39,243 shares; 2026Q1: 40,930 shares; 2026Q2: 41,892 shares 41,892 $6.35M 2.01% +962 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: 23,789 shares; 2024Q4: 24,793 shares; 2025Q1: 23,796 shares; 2025Q2: 25,118 shares; 2025Q3: 17,938 shares; 2025Q4: 26,297 shares; 2026Q1: 26,694 shares; 2026Q2: 26,577 shares 26,577 $6.33M 2% -117 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,474 shares; 2024Q4: 6,384 shares; 2025Q1: 6,475 shares; 2025Q2: 6,771 shares; 2025Q3: 5,468 shares; 2025Q4: 7,467 shares; 2026Q1: 8,266 shares; 2026Q2: 8,379 shares 8,379 $6.17M 1.95% +113 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,099 shares; 2024Q4: 39,543 shares; 2025Q1: 43,075 shares; 2025Q2: 56,184 shares; 2025Q3: 43,220 shares; 2025Q4: 67,061 shares; 2026Q1: 74,600 shares; 2026Q2: 80,057 shares 80,057 $5.83M 1.84% +5,457 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: 1,528 shares; 2024Q4: 2,286 shares; 2025Q1: 2,261 shares; 2025Q2: 2,274 shares; 2025Q3: 2,242 shares; 2025Q4: 2,291 shares; 2026Q1: 2,295 shares; 2026Q2: 4,745 shares 4,745 $5.69M 1.8% +2,450 Timeline XSMO 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,916 shares; 2026Q2: 55,243 shares 55,243 $5.17M 1.64% +1,327 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,777 shares; 2024Q4: 11,836 shares; 2025Q1: 11,649 shares; 2025Q2: 11,926 shares; 2025Q3: 9,283 shares; 2025Q4: 12,164 shares; 2026Q1: 12,717 shares; 2026Q2: 13,082 shares 13,082 $4.88M 1.54% +365 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,882 shares; 2024Q4: 31,900 shares; 2025Q1: 42,080 shares; 2025Q2: 44,748 shares; 2025Q3: 34,674 shares; 2025Q4: 48,933 shares; 2026Q1: 52,955 shares; 2026Q2: 54,325 shares 54,325 $4.77M 1.51% +1,370 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,014 shares; 2024Q4: 38,678 shares; 2025Q1: 60,551 shares; 2025Q2: 13,028 shares; 2025Q3: 9,592 shares; 2025Q4: 12,703 shares; 2026Q1: 12,548 shares; 2026Q2: 12,670 shares 12,670 $4.67M 1.48% +122 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: 4,632 shares; 2024Q4: 4,563 shares; 2025Q1: 5,199 shares; 2025Q2: 5,526 shares; 2025Q3: 4,668 shares; 2025Q4: 6,526 shares; 2026Q1: 4,480 shares; 2026Q2: 3,886 shares 3,886 $4.49M 1.42% -594 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,627 shares; 2024Q4: 24,442 shares; 2025Q1: 24,106 shares; 2025Q2: 23,049 shares; 2025Q3: 15,735 shares; 2025Q4: 23,761 shares; 2026Q1: 24,023 shares; 2026Q2: 23,331 shares 23,331 $4.43M 1.4% -692 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,696 shares 115,696 $4.19M 1.32% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,527 shares; 2024Q4: 2,750 shares; 2025Q1: 2,784 shares; 2025Q2: 3,037 shares; 2025Q3: 2,432 shares; 2025Q4: 3,331 shares; 2026Q1: 3,662 shares; 2026Q2: 3,814 shares 3,814 $3.57M 1.13% +152 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: 7,778 shares; 2024Q4: 8,666 shares; 2025Q1: 8,882 shares; 2025Q2: 8,799 shares; 2025Q3: 7,395 shares; 2025Q4: 9,774 shares; 2026Q1: 10,204 shares; 2026Q2: 10,162 shares 10,162 $3.49M 1.1% -42 Timeline IYF 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: 16,016 shares; 2025Q3: 13,093 shares; 2025Q4: 19,596 shares; 2026Q1: 23,029 shares; 2026Q2: 24,979 shares 24,979 $3.19M 1.01% +1,950 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 745 shares; 2024Q4: 632 shares; 2025Q1: 880 shares; 2025Q2: 1,162 shares; 2025Q3: 1,251 shares; 2025Q4: 1,556 shares; 2026Q1: 1,648 shares; 2026Q2: 1,573 shares 1,573 $3.13M 0.99% -75 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 89,867 shares; 2025Q1: 89,867 shares; 2025Q2: 88,098 shares; 2025Q3: 47,490 shares; 2025Q4: 88,123 shares; 2026Q1: 85,880 shares; 2026Q2: 84,458 shares 84,458 $3.09M 0.98% -1,422 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,705 shares; 2025Q4: 1,474 shares; 2026Q1: 8,912 shares; 2026Q2: 9,983 shares 9,983 $3.03M 0.96% +1,071 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,334 shares; 2025Q3: 20,639 shares; 2025Q4: 36,885 shares; 2026Q1: 48,323 shares; 2026Q2: 51,223 shares 51,223 $3.02M 0.95% +2,900 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: 3,305 shares; 2024Q4: 3,606 shares; 2025Q1: 3,429 shares; 2025Q2: 3,387 shares; 2025Q3: 2,940 shares; 2025Q4: 38,609 shares; 2026Q1: 40,230 shares; 2026Q2: 42,080 shares 42,080 $3M 0.95% +1,850 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,710 shares; 2024Q4: 38,933 shares; 2025Q1: 37,289 shares; 2025Q2: 20,339 shares; 2025Q3: 16,709 shares; 2025Q4: 21,195 shares; 2026Q1: 21,936 shares; 2026Q2: 24,086 shares 24,086 $2.66M 0.84% +2,150 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: 2,774 shares; 2024Q4: 3,110 shares; 2025Q1: 3,098 shares; 2025Q2: 3,409 shares; 2025Q3: 2,839 shares; 2025Q4: 4,022 shares; 2026Q1: 4,223 shares; 2026Q2: 4,571 shares 4,571 $2.57M 0.81% +348 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,276 shares; 2024Q4: 18,201 shares; 2025Q1: 17,905 shares; 2025Q2: 13,125 shares; 2025Q3: 12,546 shares; 2025Q4: 16,027 shares; 2026Q1: 16,456 shares; 2026Q2: 16,869 shares 16,869 $2.47M 0.78% +413 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,863 shares; 2025Q4: 2,334 shares; 2026Q1: 2,346 shares; 2026Q2: 8,564 shares 8,564 $2.41M 0.76% +6,218 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,102 shares; 2024Q4: 8,837 shares; 2025Q1: 8,415 shares; 2025Q2: 8,542 shares; 2025Q3: 6,752 shares; 2025Q4: 8,847 shares; 2026Q1: 10,288 shares; 2026Q2: 11,021 shares 11,021 $2.41M 0.76% +733 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: 1,605 shares; 2024Q4: 2,227 shares; 2025Q1: 2,197 shares; 2025Q2: 5,732 shares; 2025Q3: 6,788 shares; 2025Q4: 7,456 shares; 2026Q1: 6,751 shares; 2026Q2: 6,738 shares 6,738 $2.38M 0.75% -13 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,630 shares; 2024Q4: 5,647 shares; 2025Q1: 5,661 shares; 2025Q2: 5,676 shares; 2025Q3: 5,690 shares; 2025Q4: 5,706 shares; 2026Q1: 5,718 shares; 2026Q2: 5,582 shares 5,582 $2.38M 0.75% -136 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,246 shares; 2024Q4: 2,587 shares; 2025Q1: 2,613 shares; 2025Q2: 7,157 shares; 2025Q3: 10,563 shares; 2025Q4: 12,448 shares; 2026Q1: 13,972 shares; 2026Q2: 14,458 shares 14,458 $2.38M 0.75% +486 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,251 shares; 2026Q2: 8,015 shares 8,015 $2.27M 0.72% -236 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 42,661 shares 42,661 $2.24M 0.71% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,175 shares; 2024Q4: 9,053 shares; 2025Q1: 11,432 shares; 2025Q2: 11,071 shares; 2025Q3: 6,576 shares; 2025Q4: 10,670 shares; 2026Q1: 10,718 shares; 2026Q2: 9,410 shares 9,410 $2.12M 0.67% -1,308 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,866 shares; 2024Q4: 4,919 shares; 2025Q1: 4,968 shares; 2025Q2: 2,253 shares; 2025Q3: 1,536 shares; 2025Q4: 3,591 shares; 2026Q1: 5,189 shares; 2026Q2: 25,388 shares 25,388 $2.05M 0.65% +20,199 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,006 shares; 2025Q1: 1,955 shares; 2025Q2: 1,806 shares; 2025Q3: 1,409 shares; 2025Q4: 1,797 shares; 2026Q1: 1,741 shares; 2026Q2: 2,728 shares 2,728 $2.04M 0.65% +987 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,137 shares; 2024Q4: 4,017 shares; 2025Q1: 4,812 shares; 2025Q2: 5,816 shares; 2025Q3: 4,668 shares; 2025Q4: 6,860 shares; 2026Q1: 8,174 shares; 2026Q2: 8,593 shares 8,593 $1.92M 0.61% +419 Timeline RPG 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: 55,355 shares; 2024Q4: 32,117 shares; 2025Q1: 31,754 shares; 2025Q2: 31,774 shares; 2025Q3: 24,146 shares; 2025Q4: 31,355 shares; 2026Q1: 30,185 shares; 2026Q2: 29,725 shares 29,725 $1.9M 0.6% -460 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,876 shares; 2024Q4: 38,254 shares; 2025Q1: 39,555 shares; 2025Q2: 43,814 shares; 2025Q3: 27,596 shares; 2025Q4: 42,606 shares; 2026Q1: 41,600 shares; 2026Q2: 40,128 shares 40,128 $1.84M 0.58% -1,472 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,764 shares; 2024Q4: 4,803 shares; 2025Q1: 5,707 shares; 2025Q2: 6,606 shares; 2025Q3: 4,852 shares; 2025Q4: 6,261 shares; 2026Q1: 6,017 shares; 2026Q2: 5,218 shares 5,218 $1.8M 0.57% -799 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,370 shares; 2025Q4: 2,653 shares; 2026Q1: 4,016 shares; 2026Q2: 6,394 shares 6,394 $1.78M 0.56% +2,378 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,479 shares; 2024Q4: 5,755 shares; 2025Q1: 6,092 shares; 2025Q2: 6,460 shares; 2025Q3: 5,039 shares; 2025Q4: 6,472 shares; 2026Q1: 6,300 shares; 2026Q2: 6,096 shares 6,096 $1.64M 0.52% -204 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,495 shares; 2024Q4: 35,384 shares; 2025Q1: 33,743 shares; 2025Q2: 42,370 shares; 2025Q3: 35,053 shares; 2025Q4: 43,712 shares; 2026Q1: 42,190 shares; 2026Q2: 41,939 shares 41,939 $1.64M 0.52% -251 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,825 shares; 2026Q2: 4,411 shares 4,411 $1.5M 0.48% +1,586 Timeline MART AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,107 shares; 2024Q4: 28,466 shares; 2025Q1: 32,488 shares; 2025Q2: 31,053 shares; 2025Q3: 15,050 shares; 2025Q4: 30,575 shares; 2026Q1: 36,174 shares; 2026Q2: 33,526 shares 33,526 $1.41M 0.44% -2,648 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,049 shares; 2025Q2: 1,091 shares; 2025Q3: 1,081 shares; 2025Q4: 1,679 shares; 2026Q1: 2,541 shares; 2026Q2: 3,751 shares 3,751 $1.4M 0.44% +1,210 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,296 shares; 2024Q4: 1,425 shares; 2025Q1: 1,613 shares; 2025Q2: 1,634 shares; 2025Q3: 1,414 shares; 2025Q4: 1,848 shares; 2026Q1: 1,932 shares; 2026Q2: 2,088 shares 2,088 $1.39M 0.44% +156 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,627 shares; 2024Q4: 15,974 shares; 2025Q1: 15,233 shares; 2025Q2: 15,534 shares; 2025Q3: 12,493 shares; 2025Q4: 30,533 shares; 2026Q1: 29,972 shares; 2026Q2: 29,120 shares 29,120 $1.32M 0.42% -852 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,230 shares; 2024Q4: 4,316 shares; 2025Q1: 4,305 shares; 2025Q2: 4,313 shares; 2025Q3: 1,582 shares; 2025Q4: 4,840 shares; 2026Q1: 4,944 shares; 2026Q2: 4,867 shares 4,867 $1.18M 0.37% -77 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: 2,513 shares; 2024Q4: 3,598 shares; 2025Q1: 3,621 shares; 2025Q2: 3,223 shares; 2025Q3: 2,015 shares; 2025Q4: 2,501 shares; 2026Q1: 2,458 shares; 2026Q2: 2,313 shares 2,313 $1.18M 0.37% -145 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 559 shares; 2024Q4: 554 shares; 2025Q1: 549 shares; 2025Q2: 533 shares; 2025Q3: 441 shares; 2025Q4: 645 shares; 2026Q1: 859 shares; 2026Q2: 1,154 shares 1,154 $1.13M 0.36% +295 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,453 shares; 2025Q1: 27,341 shares; 2025Q2: 27,341 shares; 2025Q3: 25,841 shares; 2025Q4: 27,341 shares; 2026Q1: 27,341 shares; 2026Q2: 27,341 shares 27,341 $1.13M 0.36% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 642 shares; 2026Q1: 837 shares; 2026Q2: 1,076 shares 1,076 $1.09M 0.34% +239 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,419 shares; 2024Q4: 27,419 shares; 2025Q1: 27,419 shares; 2025Q2: 27,999 shares; 2025Q3: 23,121 shares; 2025Q4: 29,623 shares; 2026Q1: 28,299 shares; 2026Q2: 28,709 shares 28,709 $1.08M 0.34% +410 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: 4,095 shares; 2024Q4: 4,159 shares; 2025Q1: 3,552 shares; 2025Q2: 3,563 shares; 2025Q3: 4,123 shares; 2025Q4: 8,101 shares; 2026Q1: 7,878 shares; 2026Q2: 7,869 shares 7,869 $1.08M 0.34% -9 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,188 shares; 2024Q4: 1,432 shares; 2025Q1: 1,487 shares; 2025Q2: 1,505 shares; 2025Q3: 1,213 shares; 2025Q4: 1,497 shares; 2026Q1: 1,837 shares; 2026Q2: 2,074 shares 2,074 $1.07M 0.34% +237 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,318 shares 5,318 $1.05M 0.33% new Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 24,458 shares; 2025Q1: 24,370 shares; 2025Q2: 24,370 shares; 2025Q3: 18,947 shares; 2025Q4: 30,782 shares; 2026Q1: 28,015 shares; 2026Q2: 26,039 shares 26,039 $1.02M 0.32% -1,976 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 47,545 shares; 2025Q1: 47,545 shares; 2025Q2: 41,298 shares; 2025Q3: 26,648 shares; 2025Q4: 36,298 shares; 2026Q1: 36,298 shares; 2026Q2: 36,298 shares 36,298 $1.01M 0.32% 0 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: 4,451 shares; 2026Q1: 7,250 shares; 2026Q2: 8,708 shares 8,708 $1.01M 0.32% +1,458 Timeline ILCG 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: 8,115 shares; 2025Q4: 8,504 shares; 2026Q1: 8,415 shares; 2026Q2: 8,415 shares 8,415 $985K 0.31% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,997 shares; 2025Q3: 2,896 shares; 2025Q4: 5,800 shares; 2026Q1: 5,957 shares; 2026Q2: 4,998 shares 4,998 $952K 0.3% -959 Timeline GLDM WORLD GOLD TR More: the full row for WORLD 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: 10,450 shares; 2026Q2: 11,825 shares 11,825 $939K 0.3% +1,375 Timeline JUNT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,102 shares; 2024Q4: 18,711 shares; 2025Q1: 18,202 shares; 2025Q2: 19,196 shares; 2025Q3: 15,299 shares; 2025Q4: 19,196 shares; 2026Q1: 18,452 shares; 2026Q2: 24,818 shares 24,818 $938K 0.3% +6,366 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $925K 0.29% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,285 shares; 2024Q4: 4,244 shares; 2025Q1: 2,004 shares; 2025Q2: 1,885 shares; 2025Q3: 1,756 shares; 2025Q4: 1,869 shares; 2026Q1: 1,872 shares; 2026Q2: 2,145 shares 2,145 $851K 0.27% +273 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: 3,580 shares; 2024Q4: 3,410 shares; 2025Q1: 3,205 shares; 2025Q2: 2,760 shares; 2025Q3: 5,177 shares; 2025Q4: 6,030 shares; 2026Q1: 6,033 shares; 2026Q2: 5,779 shares 5,779 $847K 0.27% -254 Timeline XYL XYLEM INC More: the full row for XYLEM 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: 2,397 shares; 2025Q4: 4,348 shares; 2026Q1: 5,292 shares; 2026Q2: 7,107 shares 7,107 $840K 0.27% +1,815 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,536 shares; 2025Q3: 11,626 shares; 2025Q4: 17,006 shares; 2026Q1: 17,427 shares; 2026Q2: 15,508 shares 15,508 $809K 0.26% -1,919 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,024 shares; 2025Q3: 1,004 shares; 2025Q4: 1,316 shares; 2026Q1: 1,582 shares; 2026Q2: 2,040 shares 2,040 $771K 0.24% +458 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,052 shares; 2024Q4: 10,588 shares; 2025Q1: 10,576 shares; 2025Q2: 11,272 shares; 2025Q3: 8,992 shares; 2025Q4: 11,071 shares; 2026Q1: 11,077 shares; 2026Q2: 9,688 shares 9,688 $758K 0.24% -1,389 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,301 shares; 2025Q1: 1,352 shares; 2025Q2: 1,473 shares; 2025Q3: 1,161 shares; 2025Q4: 1,581 shares; 2026Q1: 1,633 shares; 2026Q2: 1,746 shares 1,746 $734K 0.23% +113 Timeline PHYS 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: 34,956 shares; 2025Q1: 44,860 shares; 2025Q2: 24,106 shares; 2025Q3: 19,051 shares; 2025Q4: 23,717 shares; 2026Q1: 24,240 shares; 2026Q2: 24,240 shares 24,240 $731K 0.23% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,511 shares; 2024Q4: 1,987 shares; 2025Q1: 703 shares; 2025Q2: 704 shares; 2025Q3: 654 shares; 2025Q4: 637 shares; 2026Q1: 636 shares; 2026Q2: 6,083 shares 6,083 $727K 0.23% +5,447 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: 6,965 shares; 2025Q4: 9,272 shares; 2026Q1: 9,272 shares; 2026Q2: 8,908 shares 8,908 $724K 0.23% -364 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: 1,258 shares; 2025Q4: 1,741 shares; 2026Q1: 1,638 shares; 2026Q2: 1,213 shares 1,213 $705K 0.22% -425 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 195,741 shares; 2025Q1: 199,241 shares; 2025Q2: 322,125 shares; 2025Q3: 313,726 shares; 2025Q4: 228,791 shares; 2026Q1: 508,474 shares; 2026Q2: 517,150 shares 517,150 $662K 0.21% +8,676 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: 5,152 shares; 2024Q4: 5,242 shares; 2025Q1: 5,199 shares; 2025Q2: 5,208 shares; 2025Q3: 5,490 shares; 2025Q4: 5,575 shares; 2026Q1: 5,443 shares; 2026Q2: 5,456 shares 5,456 $641K 0.2% +13 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,390 shares; 2025Q1: 14,390 shares; 2025Q2: 13,865 shares; 2025Q3: 11,895 shares; 2025Q4: 13,865 shares; 2026Q1: 13,865 shares; 2026Q2: 13,865 shares 13,865 $603K 0.19% 0 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,834 shares; 2024Q4: 7,834 shares; 2025Q1: 7,979 shares; 2025Q2: 7,979 shares; 2025Q3: 10,838 shares; 2025Q4: 12,639 shares; 2026Q1: 12,281 shares; 2026Q2: 12,281 shares 12,281 $587K 0.19% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,124 shares; 2025Q3: 1,130 shares; 2025Q4: 1,203 shares; 2026Q1: 1,205 shares; 2026Q2: 1,208 shares 1,208 $577K 0.18% +3 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,818 shares; 2024Q4: 21,723 shares; 2025Q1: 20,976 shares; 2025Q2: 17,248 shares; 2025Q3: 13,095 shares; 2025Q4: 15,541 shares; 2026Q1: 14,817 shares; 2026Q2: 15,109 shares 15,109 $575K 0.18% +292 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: 433 shares; 2026Q1: 507 shares; 2026Q2: 508 shares 508 $540K 0.17% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 421 shares; 2026Q1: 426 shares; 2026Q2: 428 shares 428 $503K 0.16% +2 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 29,352 shares; 2025Q1: 26,793 shares; 2025Q2: 18,510 shares; 2025Q3: 11,393 shares; 2025Q4: 18,692 shares; 2026Q1: 18,692 shares; 2026Q2: 18,621 shares 18,621 $499K 0.16% -71 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: 4,799 shares; 2024Q4: 5,335 shares; 2025Q1: 5,365 shares; 2025Q2: 4,785 shares; 2025Q3: 7,831 shares; 2025Q4: 7,756 shares; 2026Q1: 7,066 shares; 2026Q2: 6,792 shares 6,792 $484K 0.15% -274 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,747 shares; 2024Q4: 6,752 shares; 2025Q1: 6,757 shares; 2025Q2: 6,762 shares; 2025Q3: 8,249 shares; 2025Q4: 8,584 shares; 2026Q1: 8,634 shares; 2026Q2: 8,356 shares 8,356 $476K 0.15% -278 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,641 shares; 2026Q1: 4,653 shares; 2026Q2: 4,384 shares 4,384 $471K 0.15% -269 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares; 2026Q2: 1,600 shares 1,600 $469K 0.15% 0 Timeline ILCV 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: 4,360 shares; 2025Q4: 4,628 shares; 2026Q1: 4,628 shares; 2026Q2: 4,628 shares 4,628 $469K 0.15% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,297 shares; 2026Q2: 8,187 shares 8,187 $465K 0.15% +2,890 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,205 shares; 2024Q4: 3,093 shares; 2025Q1: 3,111 shares; 2025Q2: 3,156 shares; 2025Q3: 2,244 shares; 2025Q4: 2,958 shares; 2026Q1: 2,864 shares; 2026Q2: 2,419 shares 2,419 $461K 0.15% -445 Timeline ICSH 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: 8,900 shares; 2025Q1: 8,900 shares; 2025Q2: 8,900 shares; 2025Q3: 8,900 shares; 2025Q4: 8,900 shares; 2026Q1: 8,900 shares; 2026Q2: 8,900 shares 8,900 $450K 0.14% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,504 shares; 2025Q1: 9,504 shares; 2025Q2: 8,775 shares; 2025Q3: 6,419 shares; 2025Q4: 8,784 shares; 2026Q1: 8,784 shares; 2026Q2: 8,789 shares 8,789 $448K 0.14% +5 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 704 shares; 2026Q2: 777 shares 777 $436K 0.14% +73 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 594 shares; 2025Q4: 595 shares; 2026Q1: 595 shares; 2026Q2: 596 shares 596 $425K 0.13% +1 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,034 shares; 2025Q1: 7,034 shares; 2025Q2: 7,034 shares; 2025Q3: 7,034 shares; 2025Q4: 7,034 shares; 2026Q1: 7,034 shares; 2026Q2: 7,035 shares 7,035 $425K 0.13% +1 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,649 shares; 2025Q4: 2,624 shares; 2026Q1: 2,583 shares; 2026Q2: 2,535 shares 2,535 $423K 0.13% -48 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: 895 shares; 2024Q4: 900 shares; 2025Q1: 903 shares; 2025Q2: 1,060 shares; 2025Q3: 1,735 shares; 2025Q4: 1,123 shares; 2026Q1: 1,127 shares; 2026Q2: 1,130 shares 1,130 $418K 0.13% +3 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,424 shares; 2025Q4: 3,398 shares; 2026Q1: 3,398 shares; 2026Q2: 3,398 shares 3,398 $397K 0.13% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,765 shares; 2024Q4: 2,726 shares; 2025Q1: 747 shares; 2025Q2: 810 shares; 2025Q3: 774 shares; 2025Q4: 788 shares; 2026Q1: 785 shares; 2026Q2: 779 shares 779 $390K 0.12% -6 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,554 shares; 2024Q4: 18,820 shares; 2025Q1: 19,816 shares; 2025Q2: 1,360 shares; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 1,253 shares; 2026Q2: 1,257 shares 1,257 $376K 0.12% +4 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: 17,133 shares; 2024Q4: 16,316 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,276 shares; 2025Q4: 2,215 shares; 2026Q1: 2,319 shares; 2026Q2: 2,266 shares 2,266 $376K 0.12% -53 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,488 shares 1,488 $369K 0.12% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258 shares; 2025Q3: 389 shares; 2025Q4: 2,365 shares; 2026Q1: 2,760 shares; 2026Q2: 3,706 shares 3,706 $368K 0.12% +946 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,789 shares; 2024Q4: 4,987 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 989 shares; 2026Q1: 1,077 shares; 2026Q2: 1,181 shares 1,181 $355K 0.11% +104 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,461 shares; 2024Q4: 1,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares 891 $351K 0.11% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 11,261 shares; 2025Q1: 11,261 shares; 2025Q2: 8,386 shares; 2025Q3: 5,900 shares; 2025Q4: 8,419 shares; 2026Q1: 8,419 shares; 2026Q2: 8,115 shares 8,115 $344K 0.11% -304 Timeline ICLN 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: 21,090 shares; 2025Q1: 20,287 shares; 2025Q2: 15,558 shares; 2025Q3: 11,597 shares; 2025Q4: 16,576 shares; 2026Q1: 16,576 shares; 2026Q2: 16,600 shares 16,600 $340K 0.11% +24 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: 3,174 shares; 2024Q4: 2,927 shares; 2025Q1: 2,921 shares; 2025Q2: 1,768 shares; 2025Q3: 1,289 shares; 2025Q4: 1,579 shares; 2026Q1: 1,584 shares; 2026Q2: 1,588 shares 1,588 $338K 0.11% +4 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412 $337K 0.11% new Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,572 shares; 2025Q1: 8,572 shares; 2025Q2: 8,572 shares; 2025Q3: 7,192 shares; 2025Q4: 7,607 shares; 2026Q1: 7,607 shares; 2026Q2: 7,596 shares 7,596 $327K 0.1% -11 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,973 shares; 2026Q1: 7,375 shares; 2026Q2: 7,294 shares 7,294 $321K 0.1% -81 Timeline NVBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 9,037 shares; 2026Q1: 7,912 shares; 2026Q2: 7,912 shares 7,912 $313K 0.1% 0 Timeline SPVM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,171 shares 4,171 $310K 0.1% new 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: 3,614 shares; 2024Q4: 3,673 shares; 2025Q1: 3,690 shares; 2025Q2: 4,139 shares; 2025Q3: 3,381 shares; 2025Q4: 3,759 shares; 2026Q1: 3,662 shares; 2026Q2: 3,369 shares 3,369 $306K 0.1% -293 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,120 shares; 2025Q3: 1,135 shares; 2025Q4: 1,140 shares; 2026Q1: 1,113 shares; 2026Q2: 1,117 shares 1,117 $302K 0.1% +4 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,185 shares; 2025Q4: not reported; 2026Q1: 2,185 shares; 2026Q2: 1,093 shares 1,093 $302K 0.1% -1,092 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 413 shares 413 $298K 0.09% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,865 shares 4,865 $293K 0.09% new Timeline QQQH NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,250 shares 5,250 $293K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 445 shares; 2025Q3: not reported; 2025Q4: 445 shares; 2026Q1: 447 shares; 2026Q2: 448 shares 448 $284K 0.09% +1 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER 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: not reported; 2026Q1: 720 shares; 2026Q2: 953 shares 953 $279K 0.09% +233 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 499 shares; 2024Q4: 499 shares; 2025Q1: 499 shares; 2025Q2: 513 shares; 2025Q3: 549 shares; 2025Q4: 554 shares; 2026Q1: 554 shares; 2026Q2: 554 shares 554 $275K 0.09% 0 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 6,505 shares; 2026Q2: 6,640 shares 6,640 $273K 0.09% +135 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: 20,097 shares; 2024Q4: 24,235 shares; 2025Q1: 23,458 shares; 2025Q2: 18,826 shares; 2025Q3: 1,922 shares; 2025Q4: 2,120 shares; 2026Q1: 1,989 shares; 2026Q2: 1,958 shares 1,958 $265K 0.08% -31 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,958 shares; 2025Q4: 5,008 shares; 2026Q1: 5,031 shares; 2026Q2: 5,070 shares 5,070 $255K 0.08% +39 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: 738 shares; 2026Q1: 739 shares; 2026Q2: 740 shares 740 $250K 0.08% +1 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,862 shares; 2026Q2: 4,544 shares 4,544 $241K 0.08% -4,318 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 246 shares 246 $237K 0.08% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,960 shares; 2026Q2: 4,973 shares 4,973 $236K 0.07% +13 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,741 shares; 2026Q2: 1,745 shares 1,745 $224K 0.07% +4 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares; 2026Q2: 1,500 shares 1,500 $223K 0.07% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 604 shares; 2025Q3: 582 shares; 2025Q4: 610 shares; 2026Q1: not reported; 2026Q2: 607 shares 607 $214K 0.07% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 597 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $213K 0.07% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,015 shares 1,015 $212K 0.07% new Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,825 shares 4,825 $206K 0.07% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,969 shares; 2025Q4: not reported; 2026Q1: 4,735 shares; 2026Q2: 4,799 shares 4,799 $203K 0.06% +64 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,064 shares 2,064 $203K 0.06% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,559 shares; 2024Q4: 1,570 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,332 shares 1,332 $203K 0.06% new Timeline