NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 293,250 shares; 2024Q4: 297,962 shares; 2025Q1: 330,768 shares; 2025Q2: 335,000 shares; 2025Q3: 333,527 shares; 2025Q4: 316,812 shares; 2026Q1: 324,760 shares; 2026Q2: 332,148 shares 332,148 $66.5M 6.6% +7,388 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: 146,301 shares; 2024Q4: 148,084 shares; 2025Q1: 156,767 shares; 2025Q2: 158,274 shares; 2025Q3: 163,600 shares; 2025Q4: 178,223 shares; 2026Q1: 180,729 shares; 2026Q2: 183,367 shares 183,367 $53.1M 5.27% +2,638 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: 39,910 shares; 2024Q4: 43,714 shares; 2025Q1: 50,453 shares; 2025Q2: 52,825 shares; 2025Q3: 56,474 shares; 2025Q4: 56,889 shares; 2026Q1: 59,618 shares; 2026Q2: 85,268 shares 85,268 $31.8M 3.16% +25,650 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 666,795 shares; 2024Q4: 705,092 shares; 2025Q1: 713,905 shares; 2025Q2: 724,848 shares; 2025Q3: 772,102 shares; 2025Q4: 782,226 shares; 2026Q1: 828,966 shares; 2026Q2: 842,398 shares 842,398 $28.2M 2.8% +13,432 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,162 shares; 2024Q4: 285,683 shares; 2025Q1: 547,540 shares; 2025Q2: 501,737 shares; 2025Q3: 596,689 shares; 2025Q4: 556,476 shares; 2026Q1: 538,962 shares; 2026Q2: 520,622 shares 520,622 $26.6M 2.64% -18,340 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617,366 shares; 2024Q4: 649,321 shares; 2025Q1: 824,840 shares; 2025Q2: 789,909 shares; 2025Q3: 799,016 shares; 2025Q4: 801,642 shares; 2026Q1: 854,373 shares; 2026Q2: 860,897 shares 860,897 $25.8M 2.56% +6,524 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: 19,475 shares; 2024Q4: 36,856 shares; 2025Q1: 41,585 shares; 2025Q2: 56,152 shares; 2025Q3: 56,419 shares; 2025Q4: 56,669 shares; 2026Q1: 60,478 shares; 2026Q2: 63,241 shares 63,241 $22.3M 2.22% +2,763 Timeline BNDC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 723,454 shares; 2024Q4: 758,738 shares; 2025Q1: 766,701 shares; 2025Q2: 779,474 shares; 2025Q3: 806,141 shares; 2025Q4: 835,577 shares; 2026Q1: 881,157 shares; 2026Q2: 903,142 shares 903,142 $20M 1.98% +21,985 Timeline SGOV 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: 211,303 shares; 2026Q2: 194,927 shares 194,927 $19.6M 1.95% -16,376 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: 344,405 shares; 2024Q4: 357,644 shares; 2025Q1: 361,602 shares; 2025Q2: 366,077 shares; 2025Q3: 381,824 shares; 2025Q4: 395,034 shares; 2026Q1: 421,133 shares; 2026Q2: 430,900 shares 430,900 $19.6M 1.95% +9,767 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: 45,410 shares; 2024Q4: 43,185 shares; 2025Q1: 42,901 shares; 2025Q2: 42,349 shares; 2025Q3: 42,499 shares; 2025Q4: 42,443 shares; 2026Q1: 35,659 shares; 2026Q2: 140,957 shares 140,957 $17.5M 1.74% +105,298 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,943 shares; 2024Q4: 29,885 shares; 2025Q1: 33,550 shares; 2025Q2: 36,491 shares; 2025Q3: 36,752 shares; 2025Q4: 37,634 shares; 2026Q1: 39,356 shares; 2026Q2: 38,921 shares 38,921 $16.8M 1.67% -435 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,952 shares; 2025Q2: 150,816 shares; 2025Q3: 164,764 shares; 2025Q4: 171,875 shares; 2026Q1: 182,470 shares; 2026Q2: 183,834 shares 183,834 $15.9M 1.58% +1,364 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: 67,897 shares; 2024Q4: 67,036 shares; 2025Q1: 67,054 shares; 2025Q2: 67,711 shares; 2025Q3: 67,484 shares; 2025Q4: 67,465 shares; 2026Q1: 68,122 shares; 2026Q2: 67,373 shares 67,373 $15.3M 1.52% -749 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: 88,027 shares; 2024Q4: 91,916 shares; 2025Q1: 91,818 shares; 2025Q2: 92,500 shares; 2025Q3: 90,874 shares; 2025Q4: 91,287 shares; 2026Q1: 93,493 shares; 2026Q2: 92,587 shares 92,587 $15.2M 1.51% -906 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 186,301 shares; 2024Q4: 193,026 shares; 2025Q1: 197,297 shares; 2025Q2: 199,478 shares; 2025Q3: 211,982 shares; 2025Q4: 225,619 shares; 2026Q1: 268,046 shares; 2026Q2: 274,800 shares 274,800 $13.9M 1.38% +6,754 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: 27,413 shares; 2024Q4: 29,378 shares; 2025Q1: 34,108 shares; 2025Q2: 35,108 shares; 2025Q3: 36,427 shares; 2025Q4: 34,412 shares; 2026Q1: 49,730 shares; 2026Q2: 55,103 shares 55,103 $13.1M 1.3% +5,373 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,188 shares; 2024Q4: 101,651 shares; 2025Q1: 99,597 shares; 2025Q2: 109,233 shares; 2025Q3: 106,546 shares; 2025Q4: 113,537 shares; 2026Q1: 132,371 shares; 2026Q2: 136,126 shares 136,126 $13.1M 1.3% +3,755 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: 24,129 shares; 2024Q4: 23,743 shares; 2025Q1: 24,707 shares; 2025Q2: 24,960 shares; 2025Q3: 23,458 shares; 2025Q4: 22,816 shares; 2026Q1: 22,631 shares; 2026Q2: 23,245 shares 23,245 $13.1M 1.3% +614 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,387 shares; 2024Q4: 209,874 shares; 2025Q1: 211,669 shares; 2025Q2: 208,607 shares; 2025Q3: 110,529 shares; 2025Q4: 119,626 shares; 2026Q1: 145,921 shares; 2026Q2: 151,079 shares 151,079 $12.1M 1.2% +5,158 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: 93,375 shares; 2024Q4: 92,438 shares; 2025Q1: 91,812 shares; 2025Q2: 90,526 shares; 2025Q3: 89,016 shares; 2025Q4: 89,735 shares; 2026Q1: 80,800 shares; 2026Q2: 80,054 shares 80,054 $11.7M 1.16% -746 Timeline EMCB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 128,712 shares; 2025Q4: 138,615 shares; 2026Q1: 170,657 shares; 2026Q2: 176,935 shares 176,935 $11.7M 1.16% +6,278 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: 3,161 shares; 2024Q4: 3,055 shares; 2025Q1: 2,997 shares; 2025Q2: 3,424 shares; 2025Q3: 3,839 shares; 2025Q4: 23,389 shares; 2026Q1: 20,949 shares; 2026Q2: 20,006 shares 20,006 $11.6M 1.15% -943 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: 23,190 shares; 2024Q4: 23,977 shares; 2025Q1: 26,233 shares; 2025Q2: 27,445 shares; 2025Q3: 30,710 shares; 2025Q4: 32,887 shares; 2026Q1: 33,285 shares; 2026Q2: 34,483 shares 34,483 $11.3M 1.12% +1,198 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: 10,920 shares; 2024Q4: 11,535 shares; 2025Q1: 12,769 shares; 2025Q2: 12,592 shares; 2025Q3: 12,752 shares; 2025Q4: 12,881 shares; 2026Q1: 10,090 shares; 2026Q2: 10,195 shares 10,195 $10.9M 1.08% +105 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: 7,402 shares; 2024Q4: 6,353 shares; 2025Q1: 7,198 shares; 2025Q2: 9,182 shares; 2025Q3: 11,653 shares; 2025Q4: 64,752 shares; 2026Q1: 51,576 shares; 2026Q2: 52,165 shares 52,165 $9.94M 0.99% +589 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: 39,361 shares; 2024Q4: 40,671 shares; 2025Q1: 42,186 shares; 2025Q2: 42,760 shares; 2025Q3: 42,798 shares; 2025Q4: 43,610 shares; 2026Q1: 44,436 shares; 2026Q2: 45,379 shares 45,379 $9.49M 0.94% +943 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: 53,607 shares; 2024Q4: 52,827 shares; 2025Q1: 52,827 shares; 2025Q2: 60,806 shares; 2025Q3: 61,692 shares; 2025Q4: 62,535 shares; 2026Q1: 69,653 shares; 2026Q2: 69,146 shares 69,146 $9.45M 0.94% -507 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: 88,660 shares; 2024Q4: 77,319 shares; 2025Q1: 77,852 shares; 2025Q2: 78,441 shares; 2025Q3: 79,950 shares; 2025Q4: 76,063 shares; 2026Q1: 77,060 shares; 2026Q2: 77,731 shares 77,731 $9.25M 0.92% +671 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: 69,085 shares; 2024Q4: 70,057 shares; 2025Q1: 73,929 shares; 2025Q2: 73,828 shares; 2025Q3: 74,101 shares; 2025Q4: 74,771 shares; 2026Q1: 77,250 shares; 2026Q2: 79,473 shares 79,473 $9M 0.89% +2,223 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: 20,895 shares; 2024Q4: 22,085 shares; 2025Q1: 24,128 shares; 2025Q2: 24,752 shares; 2025Q3: 25,559 shares; 2025Q4: 25,923 shares; 2026Q1: 811 shares; 2026Q2: 11,846 shares 11,846 $8.56M 0.85% +11,035 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: 13,209 shares; 2024Q4: 13,863 shares; 2025Q1: 14,543 shares; 2025Q2: 14,768 shares; 2025Q3: 14,806 shares; 2025Q4: 15,034 shares; 2026Q1: 11,512 shares; 2026Q2: 11,672 shares 11,672 $8.32M 0.83% +160 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,540 shares; 2024Q4: 40,524 shares; 2025Q1: 42,733 shares; 2025Q2: 46,747 shares; 2025Q3: 47,356 shares; 2025Q4: 48,836 shares; 2026Q1: 51,462 shares; 2026Q2: 53,647 shares 53,647 $8.3M 0.82% +2,185 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: 20,876 shares; 2024Q4: 20,308 shares; 2025Q1: 20,254 shares; 2025Q2: 20,001 shares; 2025Q3: 21,465 shares; 2025Q4: 21,858 shares; 2026Q1: 20,356 shares; 2026Q2: 20,235 shares 20,235 $7.97M 0.79% -121 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: 3,960 shares; 2024Q4: 4,118 shares; 2025Q1: 5,673 shares; 2025Q2: 6,388 shares; 2025Q3: 6,394 shares; 2025Q4: 6,473 shares; 2026Q1: 6,587 shares; 2026Q2: 6,534 shares 6,534 $7.54M 0.75% -53 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: 15,702 shares; 2024Q4: 16,604 shares; 2025Q1: 17,782 shares; 2025Q2: 17,772 shares; 2025Q3: 18,058 shares; 2025Q4: 18,566 shares; 2026Q1: 19,422 shares; 2026Q2: 21,922 shares 21,922 $7.52M 0.75% +2,500 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,596 shares; 2024Q4: 16,494 shares; 2025Q1: 17,426 shares; 2025Q2: 17,659 shares; 2025Q3: 17,722 shares; 2025Q4: 18,462 shares; 2026Q1: 19,077 shares; 2026Q2: 19,786 shares 19,786 $7.39M 0.73% +709 Timeline FNDF 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: 72,268 shares; 2024Q4: 79,928 shares; 2025Q1: 114,883 shares; 2025Q2: 113,350 shares; 2025Q3: 112,103 shares; 2025Q4: 113,598 shares; 2026Q1: 128,462 shares; 2026Q2: 139,456 shares 139,456 $7.36M 0.73% +10,994 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: 12,920 shares; 2024Q4: 14,157 shares; 2025Q1: 14,654 shares; 2025Q2: 48,439 shares; 2025Q3: 49,912 shares; 2025Q4: 52,729 shares; 2026Q1: 45,775 shares; 2026Q2: 56,777 shares 56,777 $7.3M 0.72% +11,002 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: 26,136 shares; 2024Q4: 28,319 shares; 2025Q1: 30,171 shares; 2025Q2: 31,793 shares; 2025Q3: 32,359 shares; 2025Q4: 34,480 shares; 2026Q1: 37,362 shares; 2026Q2: 39,238 shares 39,238 $7.25M 0.72% +1,876 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,244 shares; 2024Q4: 11,325 shares; 2025Q1: 11,810 shares; 2025Q2: 12,023 shares; 2025Q3: 12,225 shares; 2025Q4: 12,707 shares; 2026Q1: 13,080 shares; 2026Q2: 13,611 shares 13,611 $7.12M 0.71% +531 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,323 shares; 2024Q4: 102,163 shares; 2025Q1: 103,730 shares; 2025Q2: 106,574 shares; 2025Q3: 111,063 shares; 2025Q4: 108,031 shares; 2026Q1: 110,878 shares; 2026Q2: 113,947 shares 113,947 $6.93M 0.69% +3,069 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,399 shares; 2024Q4: 70,797 shares; 2025Q1: 92,996 shares; 2025Q2: 91,744 shares; 2025Q3: 92,038 shares; 2025Q4: 94,133 shares; 2026Q1: 121,278 shares; 2026Q2: 128,611 shares 128,611 $6.86M 0.68% +7,333 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,771 shares; 2024Q4: 33,873 shares; 2025Q1: 35,613 shares; 2025Q2: 35,624 shares; 2025Q3: 35,865 shares; 2025Q4: 36,169 shares; 2026Q1: 27,759 shares; 2026Q2: 28,593 shares 28,593 $6.79M 0.67% +834 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 101,445 shares; 2024Q4: 97,997 shares; 2025Q1: 116,650 shares; 2025Q2: 119,187 shares; 2025Q3: 124,643 shares; 2025Q4: 121,246 shares; 2026Q1: 127,626 shares; 2026Q2: 129,662 shares 129,662 $6.53M 0.65% +2,036 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 69,976 shares; 2024Q4: 73,924 shares; 2025Q1: 78,739 shares; 2025Q2: 84,911 shares; 2025Q3: 85,846 shares; 2025Q4: 88,357 shares; 2026Q1: 91,476 shares; 2026Q2: 95,500 shares 95,500 $6.52M 0.65% +4,024 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: 11,899 shares; 2024Q4: 12,973 shares; 2025Q1: 13,987 shares; 2025Q2: 15,161 shares; 2025Q3: 15,499 shares; 2025Q4: 15,990 shares; 2026Q1: 16,786 shares; 2026Q2: 17,469 shares 17,469 $6.33M 0.63% +683 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,770 shares; 2024Q4: 39,459 shares; 2025Q1: 42,906 shares; 2025Q2: 44,450 shares; 2025Q3: 45,837 shares; 2025Q4: 46,490 shares; 2026Q1: 35,437 shares; 2026Q2: 35,666 shares 35,666 $6.22M 0.62% +229 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,540 shares; 2024Q4: 24,339 shares; 2025Q1: 25,350 shares; 2025Q2: 25,765 shares; 2025Q3: 26,040 shares; 2025Q4: 26,921 shares; 2026Q1: 27,692 shares; 2026Q2: 28,872 shares 28,872 $6.12M 0.61% +1,180 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,433 shares; 2024Q4: 84,116 shares; 2025Q1: 89,408 shares; 2025Q2: 93,208 shares; 2025Q3: 96,954 shares; 2025Q4: 102,267 shares; 2026Q1: 105,294 shares; 2026Q2: 108,847 shares 108,847 $6.04M 0.6% +3,553 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: 14,074 shares; 2024Q4: 14,686 shares; 2025Q1: 14,965 shares; 2025Q2: 15,395 shares; 2025Q3: 15,138 shares; 2025Q4: 15,307 shares; 2026Q1: 16,423 shares; 2026Q2: 17,041 shares 17,041 $6.01M 0.6% +618 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: 34,485 shares; 2024Q4: 36,965 shares; 2025Q1: 39,640 shares; 2025Q2: 39,931 shares; 2025Q3: 40,051 shares; 2025Q4: 41,610 shares; 2026Q1: 43,166 shares; 2026Q2: 45,753 shares 45,753 $5.79M 0.57% +2,587 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: 18,340 shares; 2024Q4: 17,283 shares; 2025Q1: 25,547 shares; 2025Q2: 28,846 shares; 2025Q3: 32,623 shares; 2025Q4: 32,834 shares; 2026Q1: 34,747 shares; 2026Q2: 48,756 shares 48,756 $5.73M 0.57% +14,009 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,193 shares; 2024Q4: 17,473 shares; 2025Q1: 18,421 shares; 2025Q2: 18,542 shares; 2025Q3: 18,759 shares; 2025Q4: 19,072 shares; 2026Q1: 19,357 shares; 2026Q2: 20,097 shares 20,097 $5.69M 0.56% +740 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: 7,508 shares; 2024Q4: 5,003 shares; 2025Q1: 5,974 shares; 2025Q2: 6,631 shares; 2025Q3: 8,033 shares; 2025Q4: 8,364 shares; 2026Q1: 9,038 shares; 2026Q2: 33,676 shares 33,676 $5.34M 0.53% +24,638 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,522 shares; 2024Q4: 11,160 shares; 2025Q1: 11,851 shares; 2025Q2: 14,246 shares; 2025Q3: 25,708 shares; 2025Q4: 27,192 shares; 2026Q1: 29,083 shares; 2026Q2: 31,961 shares 31,961 $5.01M 0.5% +2,878 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,205 shares; 2024Q4: 35,515 shares; 2025Q1: 37,461 shares; 2025Q2: 38,296 shares; 2025Q3: 38,539 shares; 2025Q4: 40,020 shares; 2026Q1: 31,157 shares; 2026Q2: 32,732 shares 32,732 $4.69M 0.47% +1,575 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 40,861 shares; 2025Q4: 42,502 shares; 2026Q1: 32,610 shares; 2026Q2: 33,252 shares 33,252 $4.49M 0.45% +642 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,501 shares; 2024Q4: 33,501 shares; 2025Q1: 33,105 shares; 2025Q2: 33,105 shares; 2025Q3: 33,108 shares; 2025Q4: 33,110 shares; 2026Q1: 33,169 shares; 2026Q2: 32,899 shares 32,899 $4.49M 0.45% -270 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: 17,804 shares; 2024Q4: 19,359 shares; 2025Q1: 20,472 shares; 2025Q2: 20,775 shares; 2025Q3: 21,606 shares; 2025Q4: 23,178 shares; 2026Q1: 25,805 shares; 2026Q2: 26,750 shares 26,750 $4.46M 0.44% +945 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,426 shares; 2024Q4: 25,045 shares; 2025Q1: 27,459 shares; 2025Q2: 28,457 shares; 2025Q3: 29,319 shares; 2025Q4: 30,738 shares; 2026Q1: 32,424 shares; 2026Q2: 34,914 shares 34,914 $4.4M 0.44% +2,490 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,636 shares; 2024Q4: 38,616 shares; 2025Q1: 40,119 shares; 2025Q2: 40,670 shares; 2025Q3: 41,118 shares; 2025Q4: 41,776 shares; 2026Q1: 33,376 shares; 2026Q2: 34,701 shares 34,701 $4.38M 0.44% +1,325 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: 138,044 shares; 2024Q4: 153,697 shares; 2025Q1: 164,050 shares; 2025Q2: 170,387 shares; 2025Q3: 176,648 shares; 2025Q4: 186,403 shares; 2026Q1: 199,032 shares; 2026Q2: 209,780 shares 209,780 $4.34M 0.43% +10,748 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,342 shares; 2024Q4: 12,361 shares; 2025Q1: 13,392 shares; 2025Q2: 13,749 shares; 2025Q3: 14,556 shares; 2025Q4: 15,256 shares; 2026Q1: 12,057 shares; 2026Q2: 12,665 shares 12,665 $4.32M 0.43% +608 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,716 shares; 2024Q4: 1,918 shares; 2025Q1: 2,133 shares; 2025Q2: 3,190 shares; 2025Q3: 3,319 shares; 2025Q4: 3,447 shares; 2026Q1: 3,935 shares; 2026Q2: 16,795 shares 16,795 $4.29M 0.43% +12,860 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,504 shares; 2024Q4: 1,354 shares; 2025Q1: 14,256 shares; 2025Q2: 16,775 shares; 2025Q3: 18,153 shares; 2025Q4: 19,387 shares; 2026Q1: 20,852 shares; 2026Q2: 24,116 shares 24,116 $4.23M 0.42% +3,264 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: 1,442 shares; 2025Q2: 1,256 shares; 2025Q3: 12,604 shares; 2025Q4: 12,986 shares; 2026Q1: 13,886 shares; 2026Q2: 15,017 shares 15,017 $4.22M 0.42% +1,131 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 35,386 shares 35,386 $4.18M 0.42% new 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: 5,787 shares; 2024Q4: 6,276 shares; 2025Q1: 8,847 shares; 2025Q2: 8,473 shares; 2025Q3: 12,467 shares; 2025Q4: 14,059 shares; 2026Q1: 14,488 shares; 2026Q2: 11,578 shares 11,578 $4.14M 0.41% -2,910 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,422 shares; 2024Q4: 79,579 shares; 2025Q1: 102,797 shares; 2025Q2: 101,198 shares; 2025Q3: 99,667 shares; 2025Q4: 99,945 shares; 2026Q1: 87,109 shares; 2026Q2: 86,100 shares 86,100 $3.98M 0.39% -1,009 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: 12,759 shares; 2024Q4: 14,016 shares; 2025Q1: 15,209 shares; 2025Q2: 15,811 shares; 2025Q3: 16,299 shares; 2025Q4: 17,203 shares; 2026Q1: 13,670 shares; 2026Q2: 14,499 shares 14,499 $3.92M 0.39% +829 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,851 shares; 2024Q4: 28,364 shares; 2025Q1: 29,355 shares; 2025Q2: 30,993 shares; 2025Q3: 32,284 shares; 2025Q4: 31,416 shares; 2026Q1: 32,293 shares; 2026Q2: 33,166 shares 33,166 $3.72M 0.37% +873 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,990 shares 13,990 $3.57M 0.35% new 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: 7,069 shares; 2024Q4: 6,900 shares; 2025Q1: 6,518 shares; 2025Q2: 6,632 shares; 2025Q3: 7,423 shares; 2025Q4: 7,891 shares; 2026Q1: 8,170 shares; 2026Q2: 8,477 shares 8,477 $3.57M 0.35% +307 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,822 shares; 2025Q3: 12,612 shares; 2025Q4: 13,342 shares; 2026Q1: 14,361 shares; 2026Q2: 15,474 shares 15,474 $3.51M 0.35% +1,113 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,053 shares; 2024Q4: 19,276 shares; 2025Q1: 20,453 shares; 2025Q2: 20,652 shares; 2025Q3: 20,882 shares; 2025Q4: 21,793 shares; 2026Q1: 23,371 shares; 2026Q2: 25,562 shares 25,562 $3.5M 0.35% +2,191 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,693 shares; 2024Q4: 30,864 shares; 2025Q1: 31,932 shares; 2025Q2: 33,813 shares; 2025Q3: 35,288 shares; 2025Q4: 34,509 shares; 2026Q1: 35,379 shares; 2026Q2: 36,638 shares 36,638 $3.48M 0.35% +1,259 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: 11,228 shares; 2024Q4: 11,978 shares; 2025Q1: 13,555 shares; 2025Q2: 14,184 shares; 2025Q3: 15,222 shares; 2025Q4: 16,562 shares; 2026Q1: 17,637 shares; 2026Q2: 19,247 shares 19,247 $3.46M 0.34% +1,610 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,801 shares; 2024Q4: 57,256 shares; 2025Q1: 83,812 shares; 2025Q2: 82,336 shares; 2025Q3: 81,987 shares; 2025Q4: 82,464 shares; 2026Q1: 83,737 shares; 2026Q2: 82,855 shares 82,855 $3.38M 0.34% -882 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,102 shares; 2024Q4: 46,414 shares; 2025Q1: 52,804 shares; 2025Q2: 54,454 shares; 2025Q3: 56,488 shares; 2025Q4: 54,946 shares; 2026Q1: 57,809 shares; 2026Q2: 59,355 shares 59,355 $3.07M 0.31% +1,546 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 4 shares; 2026Q2: 4 shares 4 $3M 0.3% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,699 shares; 2024Q4: 27,708 shares; 2025Q1: 42,710 shares; 2025Q2: 42,031 shares; 2025Q3: 41,438 shares; 2025Q4: 41,874 shares; 2026Q1: 46,337 shares; 2026Q2: 46,063 shares 46,063 $2.98M 0.3% -274 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: 3,657 shares; 2024Q4: 3,518 shares; 2025Q1: 3,914 shares; 2025Q2: 3,668 shares; 2025Q3: 4,191 shares; 2025Q4: 4,204 shares; 2026Q1: 4,408 shares; 2026Q2: 5,439 shares 5,439 $2.72M 0.27% +1,031 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: 7,990 shares; 2024Q4: 7,343 shares; 2025Q1: 7,954 shares; 2025Q2: 8,059 shares; 2025Q3: 9,544 shares; 2025Q4: 10,527 shares; 2026Q1: 11,067 shares; 2026Q2: 10,577 shares 10,577 $2.66M 0.26% -490 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: 1,457 shares; 2024Q4: 1,475 shares; 2025Q1: 1,953 shares; 2025Q2: 1,966 shares; 2025Q3: 2,031 shares; 2025Q4: 2,114 shares; 2026Q1: 2,189 shares; 2026Q2: 2,219 shares 2,219 $2.66M 0.26% +30 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,952 shares; 2024Q4: 25,072 shares; 2025Q1: 26,040 shares; 2025Q2: 26,004 shares; 2025Q3: 26,507 shares; 2025Q4: 25,407 shares; 2026Q1: 26,378 shares; 2026Q2: 26,358 shares 26,358 $2.61M 0.26% -20 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: 3,725 shares; 2024Q4: 4,996 shares; 2025Q1: 3,302 shares; 2025Q2: 2,964 shares; 2025Q3: 3,802 shares; 2025Q4: 4,149 shares; 2026Q1: 4,227 shares; 2026Q2: 3,776 shares 3,776 $2.59M 0.26% -451 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: 16,226 shares; 2024Q4: 16,226 shares; 2025Q1: 16,227 shares; 2025Q2: 16,227 shares; 2025Q3: 16,227 shares; 2025Q4: 16,227 shares; 2026Q1: 16,227 shares; 2026Q2: 16,227 shares 16,227 $2.47M 0.25% 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: 3,586 shares; 2025Q2: 2,431 shares; 2025Q3: 2,446 shares; 2025Q4: 2,547 shares; 2026Q1: 2,300 shares; 2026Q2: 20,932 shares 20,932 $2.46M 0.24% +18,632 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: 2,766 shares; 2024Q4: 2,767 shares; 2025Q1: 2,655 shares; 2025Q2: 2,675 shares; 2025Q3: 2,664 shares; 2025Q4: 2,726 shares; 2026Q1: 3,230 shares; 2026Q2: 3,256 shares 3,256 $2.43M 0.24% +26 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,968 shares; 2025Q3: 5,459 shares; 2025Q4: 5,408 shares; 2026Q1: 6,679 shares; 2026Q2: 25,895 shares 25,895 $2.42M 0.24% +19,216 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: not reported; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 1,611 shares; 2025Q3: 3,149 shares; 2025Q4: 3,349 shares; 2026Q1: 3,363 shares; 2026Q2: 12,665 shares 12,665 $2.4M 0.24% +9,302 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 157 shares; 2026Q2: 1,180 shares 1,180 $2.35M 0.23% +1,023 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: 3,571 shares; 2024Q4: 2,710 shares; 2025Q1: 3,148 shares; 2025Q2: 2,819 shares; 2025Q3: 3,292 shares; 2025Q4: 4,271 shares; 2026Q1: 4,933 shares; 2026Q2: 5,973 shares 5,973 $2.26M 0.22% +1,040 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: 8,921 shares; 2025Q2: 9,628 shares; 2025Q3: 13,114 shares; 2025Q4: 17,729 shares; 2026Q1: 29,276 shares; 2026Q2: 37,602 shares 37,602 $2.24M 0.22% +8,326 Timeline FNDE 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: 49,192 shares; 2024Q4: 49,460 shares; 2025Q1: 49,593 shares; 2025Q2: 49,070 shares; 2025Q3: 49,841 shares; 2025Q4: 49,643 shares; 2026Q1: 50,761 shares; 2026Q2: 50,004 shares 50,004 $1.98M 0.2% -757 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: 3,124 shares; 2024Q4: 3,124 shares; 2025Q1: 3,124 shares; 2025Q2: 5,047 shares; 2025Q3: 7,942 shares; 2025Q4: 12,132 shares; 2026Q1: 18,600 shares; 2026Q2: 20,477 shares 20,477 $1.91M 0.19% +1,877 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: 3,705 shares; 2024Q4: 3,520 shares; 2025Q1: 3,318 shares; 2025Q2: 3,992 shares; 2025Q3: 5,164 shares; 2025Q4: 4,039 shares; 2026Q1: 4,146 shares; 2026Q2: 7,491 shares 7,491 $1.9M 0.19% +3,345 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: 11,631 shares; 2024Q4: 11,536 shares; 2025Q1: 13,165 shares; 2025Q2: 12,914 shares; 2025Q3: 13,895 shares; 2025Q4: 12,936 shares; 2026Q1: 14,066 shares; 2026Q2: 13,348 shares 13,348 $1.82M 0.18% -718 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,525 shares; 2024Q4: not reported; 2025Q1: 18,150 shares; 2025Q2: 23,706 shares; 2025Q3: 27,850 shares; 2025Q4: 26,572 shares; 2026Q1: 26,316 shares; 2026Q2: 21,118 shares 21,118 $1.75M 0.17% -5,198 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: 825 shares; 2024Q4: 895 shares; 2025Q1: 1,209 shares; 2025Q2: 1,230 shares; 2025Q3: 1,334 shares; 2025Q4: 1,645 shares; 2026Q1: 2,388 shares; 2026Q2: 2,374 shares 2,374 $1.75M 0.17% -14 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,286 shares; 2025Q2: 9,429 shares; 2025Q3: 9,904 shares; 2025Q4: 10,070 shares; 2026Q1: 11,666 shares; 2026Q2: 23,794 shares 23,794 $1.71M 0.17% +12,128 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: 4,153 shares; 2024Q4: 5,419 shares; 2025Q1: 5,377 shares; 2025Q2: 3,556 shares; 2025Q3: 4,134 shares; 2025Q4: 4,804 shares; 2026Q1: 4,822 shares; 2026Q2: 19,063 shares 19,063 $1.64M 0.16% +14,241 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,966 shares; 2024Q4: 20,966 shares; 2025Q1: 20,966 shares; 2025Q2: 20,966 shares; 2025Q3: 20,966 shares; 2025Q4: 20,888 shares; 2026Q1: 20,888 shares; 2026Q2: 20,888 shares 20,888 $1.58M 0.16% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,690 shares; 2024Q4: 2,690 shares; 2025Q1: 2,768 shares; 2025Q2: 2,734 shares; 2025Q3: 2,763 shares; 2025Q4: 2,992 shares; 2026Q1: 3,189 shares; 2026Q2: 10,018 shares 10,018 $1.57M 0.16% +6,829 Timeline CSD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.5M 0.15% 0 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: 9,494 shares; 2024Q4: 9,494 shares; 2025Q1: 9,494 shares; 2025Q2: 9,395 shares; 2025Q3: 9,395 shares; 2025Q4: 9,395 shares; 2026Q1: 9,395 shares; 2026Q2: 9,395 shares 9,395 $1.47M 0.15% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,737 shares; 2024Q4: 12,737 shares; 2025Q1: 12,737 shares; 2025Q2: 12,837 shares; 2025Q3: 12,961 shares; 2025Q4: 12,961 shares; 2026Q1: 12,961 shares; 2026Q2: 12,861 shares 12,861 $1.42M 0.14% -100 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,790 shares; 2024Q4: 14,157 shares; 2025Q1: 10,426 shares; 2025Q2: 11,227 shares; 2025Q3: 11,553 shares; 2025Q4: 11,221 shares; 2026Q1: 11,502 shares; 2026Q2: 11,810 shares 11,810 $1.41M 0.14% +308 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,826 shares; 2024Q4: 3,212 shares; 2025Q1: 3,022 shares; 2025Q2: 2,787 shares; 2025Q3: 3,814 shares; 2025Q4: 7,170 shares; 2026Q1: 7,406 shares; 2026Q2: 26,114 shares 26,114 $1.39M 0.14% +18,708 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,428 shares; 2024Q4: 14,910 shares; 2025Q1: 10,865 shares; 2025Q2: 12,250 shares; 2025Q3: 12,418 shares; 2025Q4: 11,997 shares; 2026Q1: 12,248 shares; 2026Q2: 12,522 shares 12,522 $1.37M 0.14% +274 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,786 shares; 2024Q4: 40,136 shares; 2025Q1: 46,536 shares; 2025Q2: 45,536 shares; 2025Q3: 45,536 shares; 2025Q4: 46,036 shares; 2026Q1: 44,111 shares; 2026Q2: 66,358 shares 66,358 $1.33M 0.13% +22,247 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,684 shares; 2024Q4: 5,706 shares; 2025Q1: 6,137 shares; 2025Q2: 5,316 shares; 2025Q3: 5,323 shares; 2025Q4: 5,001 shares; 2026Q1: 5,044 shares; 2026Q2: 12,043 shares 12,043 $1.25M 0.12% +6,999 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: 5,704 shares; 2026Q1: 5,945 shares; 2026Q2: 8,774 shares 8,774 $1.23M 0.12% +2,829 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: 4,067 shares; 2024Q4: 3,881 shares; 2025Q1: 4,639 shares; 2025Q2: 4,453 shares; 2025Q3: 5,618 shares; 2025Q4: 5,489 shares; 2026Q1: 6,990 shares; 2026Q2: 8,350 shares 8,350 $1.22M 0.12% +1,360 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,651 shares; 2024Q4: 12,061 shares; 2025Q1: 17,745 shares; 2025Q2: 8,646 shares; 2025Q3: 8,669 shares; 2025Q4: 19,362 shares; 2026Q1: 19,304 shares; 2026Q2: 11,042 shares 11,042 $1.22M 0.12% -8,262 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: 6,882 shares; 2024Q4: 6,887 shares; 2025Q1: 14,201 shares; 2025Q2: 14,204 shares; 2025Q3: 14,373 shares; 2025Q4: 13,729 shares; 2026Q1: 13,729 shares; 2026Q2: 15,688 shares 15,688 $1.21M 0.12% +1,959 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: 21,975 shares; 2024Q4: 24,108 shares; 2025Q1: 26,257 shares; 2025Q2: 27,555 shares; 2025Q3: 4,288 shares; 2025Q4: 4,286 shares; 2026Q1: 4,359 shares; 2026Q2: 8,716 shares 8,716 $1.18M 0.12% +4,357 Timeline CWB 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: 13,979 shares; 2024Q4: 13,184 shares; 2025Q1: 11,724 shares; 2025Q2: 11,724 shares; 2025Q3: 11,724 shares; 2025Q4: 11,724 shares; 2026Q1: 11,397 shares; 2026Q2: 10,706 shares 10,706 $1.15M 0.11% -691 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: 751 shares; 2024Q4: 900 shares; 2025Q1: 1,073 shares; 2025Q2: 1,083 shares; 2025Q3: 1,122 shares; 2025Q4: 12,762 shares; 2026Q1: 16,210 shares; 2026Q2: 15,887 shares 15,887 $1.13M 0.11% -323 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: 4,849 shares; 2024Q4: 4,849 shares; 2025Q1: 4,824 shares; 2025Q2: 4,804 shares; 2025Q3: 4,860 shares; 2025Q4: 4,646 shares; 2026Q1: 4,506 shares; 2026Q2: 4,482 shares 4,482 $1.13M 0.11% -24 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: 1,972 shares; 2025Q2: 1,988 shares; 2025Q3: 2,236 shares; 2025Q4: 2,079 shares; 2026Q1: 3,021 shares; 2026Q2: 3,301 shares 3,301 $1.13M 0.11% +280 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,872 shares; 2025Q3: 9,834 shares; 2025Q4: 10,088 shares; 2026Q1: 10,131 shares; 2026Q2: 10,144 shares 10,144 $1.12M 0.11% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 317 shares; 2025Q3: 343 shares; 2025Q4: 484 shares; 2026Q1: 461 shares; 2026Q2: 3,705 shares 3,705 $1.12M 0.11% +3,244 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: 4,740 shares; 2024Q4: 4,744 shares; 2025Q1: 4,712 shares; 2025Q2: 4,719 shares; 2025Q3: 4,659 shares; 2025Q4: 4,699 shares; 2026Q1: 4,675 shares; 2026Q2: 4,696 shares 4,696 $1.11M 0.11% +21 Timeline VEU 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: 4,364 shares; 2024Q4: 4,372 shares; 2025Q1: 4,563 shares; 2025Q2: 4,942 shares; 2025Q3: 8,459 shares; 2025Q4: 11,259 shares; 2026Q1: 11,859 shares; 2026Q2: 13,148 shares 13,148 $1.1M 0.11% +1,289 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,543 shares; 2024Q4: 10,543 shares; 2025Q1: 12,443 shares; 2025Q2: 12,343 shares; 2025Q3: 13,243 shares; 2025Q4: 14,543 shares; 2026Q1: 14,563 shares; 2026Q2: 21,210 shares 21,210 $1.09M 0.11% +6,647 Timeline MINT 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: 7,389 shares; 2025Q1: 48,749 shares; 2025Q2: 60,119 shares; 2025Q3: 5,232 shares; 2025Q4: 5,381 shares; 2026Q1: 3,919 shares; 2026Q2: 10,803 shares 10,803 $1.09M 0.11% +6,884 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: 2,564 shares; 2024Q4: 36,697 shares; 2025Q1: 2,232 shares; 2025Q2: 3,594 shares; 2025Q3: 3,199 shares; 2025Q4: 6,574 shares; 2026Q1: 7,396 shares; 2026Q2: 9,229 shares 9,229 $1.08M 0.11% +1,833 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,127 shares; 2026Q1: 10,653 shares; 2026Q2: 19,369 shares 19,369 $1.08M 0.11% +8,716 Timeline CTVA CORTEVA INC More: the full row for CORTEVA 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: 12,644 shares 12,644 $1.07M 0.11% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,584 shares; 2024Q4: 4,212 shares; 2025Q1: 24,582 shares; 2025Q2: 16,423 shares; 2025Q3: 19,830 shares; 2025Q4: 8,494 shares; 2026Q1: 8,461 shares; 2026Q2: 11,071 shares 11,071 $1.07M 0.11% +2,610 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: 3,345 shares; 2024Q4: 3,345 shares; 2025Q1: 3,345 shares; 2025Q2: 3,396 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,488 shares; 2026Q2: 3,488 shares 3,488 $1.05M 0.1% 0 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: 2,673 shares; 2025Q2: 2,799 shares; 2025Q3: 2,753 shares; 2025Q4: 2,752 shares; 2026Q1: 2,747 shares; 2026Q2: 3,817 shares 3,817 $1.03M 0.1% +1,070 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,240 shares; 2024Q4: 6,320 shares; 2025Q1: 77,640 shares; 2025Q2: 73,095 shares; 2025Q3: 72,163 shares; 2025Q4: 70,454 shares; 2026Q1: 42,917 shares; 2026Q2: 9,452 shares 9,452 $1.01M 0.1% -33,465 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS 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: 13,016 shares 13,016 $1M 0.1% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,934 shares; 2024Q4: 6,547 shares; 2025Q1: 8,297 shares; 2025Q2: 11,197 shares; 2025Q3: 11,197 shares; 2025Q4: 13,997 shares; 2026Q1: 13,392 shares; 2026Q2: 19,836 shares 19,836 $1M 0.1% +6,444 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: 799 shares; 2024Q4: 1,107 shares; 2025Q1: 1,599 shares; 2025Q2: 1,636 shares; 2025Q3: 1,707 shares; 2025Q4: 1,692 shares; 2026Q1: 1,991 shares; 2026Q2: 1,936 shares 1,936 $995K 0.1% -55 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: 3,939 shares; 2024Q4: 3,939 shares; 2025Q1: 3,939 shares; 2025Q2: 4,039 shares; 2025Q3: 4,039 shares; 2025Q4: 4,504 shares; 2026Q1: 4,504 shares; 2026Q2: 4,042 shares 4,042 $980K 0.1% -462 Timeline BIL 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: 126,578 shares; 2024Q4: 90,143 shares; 2025Q1: not reported; 2025Q2: 2,954 shares; 2025Q3: 4,592 shares; 2025Q4: 4,337 shares; 2026Q1: 13,625 shares; 2026Q2: 10,673 shares 10,673 $978K 0.1% -2,952 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: 348 shares; 2024Q4: 352 shares; 2025Q1: 684 shares; 2025Q2: 693 shares; 2025Q3: 830 shares; 2025Q4: 828 shares; 2026Q1: 1,013 shares; 2026Q2: 1,042 shares 1,042 $974K 0.1% +29 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: 4,760 shares; 2024Q4: 4,630 shares; 2025Q1: 5,232 shares; 2025Q2: 5,242 shares; 2025Q3: 6,217 shares; 2025Q4: 5,790 shares; 2026Q1: 6,542 shares; 2026Q2: 5,826 shares 5,826 $966K 0.1% -716 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: 4,326 shares; 2024Q4: 13,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,454 shares 6,454 $957K 0.1% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 21,032 shares 21,032 $949K 0.09% new 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: 2,585 shares; 2024Q4: 2,283 shares; 2025Q1: 4,908 shares; 2025Q2: 6,078 shares; 2025Q3: 6,056 shares; 2025Q4: 6,092 shares; 2026Q1: 6,712 shares; 2026Q2: 5,166 shares 5,166 $935K 0.09% -1,546 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: 10,116 shares; 2024Q4: 9,582 shares; 2025Q1: 9,577 shares; 2025Q2: 9,043 shares; 2025Q3: 10,931 shares; 2025Q4: 11,116 shares; 2026Q1: 11,195 shares; 2026Q2: 11,456 shares 11,456 $931K 0.09% +261 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,617 shares; 2024Q4: 5,440 shares; 2025Q1: 6,208 shares; 2025Q2: 5,702 shares; 2025Q3: 6,531 shares; 2025Q4: 6,059 shares; 2026Q1: 5,998 shares; 2026Q2: 6,329 shares 6,329 $928K 0.09% +331 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L 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: 25,070 shares 25,070 $922K 0.09% new 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: 166,920 shares; 2024Q4: 164,073 shares; 2025Q1: 56,564 shares; 2025Q2: 15,688 shares; 2025Q3: 19,170 shares; 2025Q4: 19,677 shares; 2026Q1: 21,690 shares; 2026Q2: 17,126 shares 17,126 $918K 0.09% -4,564 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,590 shares; 2024Q4: 10,043 shares; 2025Q1: 9,795 shares; 2025Q2: 9,784 shares; 2025Q3: 9,547 shares; 2025Q4: 9,231 shares; 2026Q1: 9,400 shares; 2026Q2: 9,351 shares 9,351 $906K 0.09% -49 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,510 shares 5,510 $900K 0.09% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: 1,525 shares; 2025Q2: 1,860 shares; 2025Q3: 1,993 shares; 2025Q4: 1,528 shares; 2026Q1: 1,598 shares; 2026Q2: 1,692 shares 1,692 $872K 0.09% +94 Timeline SFLR 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: 7,725 shares; 2025Q1: 7,825 shares; 2025Q2: 8,525 shares; 2025Q3: 8,525 shares; 2025Q4: 9,875 shares; 2026Q1: 19,430 shares; 2026Q2: 21,994 shares 21,994 $849K 0.08% +2,564 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,450 shares; 2024Q4: 18,200 shares; 2025Q1: 18,700 shares; 2025Q2: 20,700 shares; 2025Q3: 22,250 shares; 2025Q4: 25,150 shares; 2026Q1: 25,145 shares; 2026Q2: 41,526 shares 41,526 $833K 0.08% +16,381 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,978 shares; 2024Q4: 3,077 shares; 2025Q1: 3,226 shares; 2025Q2: 3,581 shares; 2025Q3: 3,906 shares; 2025Q4: 4,164 shares; 2026Q1: 4,385 shares; 2026Q2: 4,445 shares 4,445 $823K 0.08% +60 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC 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: not reported; 2026Q1: not reported; 2026Q2: 15,231 shares 15,231 $818K 0.08% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS 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: 2,696 shares 2,696 $804K 0.08% new Timeline XBJA 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: 12,958 shares; 2026Q2: 23,543 shares 23,543 $796K 0.08% +10,585 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: 2,037 shares; 2024Q4: 2,416 shares; 2025Q1: 3,517 shares; 2025Q2: 3,579 shares; 2025Q3: 3,797 shares; 2025Q4: 3,808 shares; 2026Q1: 4,976 shares; 2026Q2: 5,178 shares 5,178 $785K 0.08% +202 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: 1,165 shares; 2024Q4: 1,371 shares; 2025Q1: 1,400 shares; 2025Q2: 1,376 shares; 2025Q3: 1,989 shares; 2025Q4: 2,365 shares; 2026Q1: 2,856 shares; 2026Q2: 2,054 shares 2,054 $757K 0.08% -802 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,872 shares; 2025Q2: 10,354 shares; 2025Q3: 11,613 shares; 2025Q4: 9,257 shares; 2026Q1: 7,902 shares; 2026Q2: 7,817 shares 7,817 $751K 0.07% -85 Timeline SHYD 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: 26,419 shares; 2024Q4: 26,944 shares; 2025Q1: 28,644 shares; 2025Q2: 23,369 shares; 2025Q3: 23,719 shares; 2025Q4: 27,319 shares; 2026Q1: 26,871 shares; 2026Q2: 32,010 shares 32,010 $733K 0.07% +5,139 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,117 shares; 2024Q4: 7,302 shares; 2025Q1: 7,302 shares; 2025Q2: 7,302 shares; 2025Q3: 7,302 shares; 2025Q4: 7,302 shares; 2026Q1: 7,302 shares; 2026Q2: 7,302 shares 7,302 $731K 0.07% 0 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: 924 shares; 2024Q4: 739 shares; 2025Q1: 885 shares; 2025Q2: 835 shares; 2025Q3: 2,335 shares; 2025Q4: 2,234 shares; 2026Q1: 2,276 shares; 2026Q2: 2,287 shares 2,287 $720K 0.07% +11 Timeline IFLR 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: 6,818 shares; 2026Q2: 13,064 shares 13,064 $693K 0.07% +6,246 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,880 shares; 2024Q4: 2,928 shares; 2025Q1: 2,335 shares; 2025Q2: 2,606 shares; 2025Q3: 1,830 shares; 2025Q4: 3,340 shares; 2026Q1: 4,158 shares; 2026Q2: 4,305 shares 4,305 $688K 0.07% +147 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,969 shares; 2024Q4: 2,917 shares; 2025Q1: 2,945 shares; 2025Q2: 2,935 shares; 2025Q3: 2,928 shares; 2025Q4: 2,960 shares; 2026Q1: 3,040 shares; 2026Q2: 2,968 shares 2,968 $681K 0.07% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 504 shares; 2026Q1: 678 shares; 2026Q2: 881 shares 881 $673K 0.07% +203 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: 46,394 shares; 2024Q4: 46,149 shares; 2025Q1: 47,200 shares; 2025Q2: 47,199 shares; 2025Q3: 47,242 shares; 2025Q4: 47,349 shares; 2026Q1: 48,088 shares; 2026Q2: 48,361 shares 48,361 $672K 0.07% +273 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,604 shares; 2025Q1: 3,034 shares; 2025Q2: 1,774 shares; 2025Q3: 1,777 shares; 2025Q4: 3,003 shares; 2026Q1: 3,564 shares; 2026Q2: 2,541 shares 2,541 $662K 0.07% -1,023 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,623 shares; 2024Q4: 11,623 shares; 2025Q1: 11,642 shares; 2025Q2: 11,642 shares; 2025Q3: 11,641 shares; 2025Q4: 11,650 shares; 2026Q1: 12,040 shares; 2026Q2: 12,040 shares 12,040 $661K 0.07% 0 Timeline DDFN 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: 22,957 shares; 2026Q1: 32,857 shares; 2026Q2: 32,857 shares 32,857 $660K 0.07% 0 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: 661 shares 661 $638K 0.06% new Timeline NIHI 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: 6,692 shares; 2026Q2: 12,363 shares 12,363 $637K 0.06% +5,671 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,060 shares; 2024Q4: 7,934 shares; 2025Q1: 9,534 shares; 2025Q2: 9,475 shares; 2025Q3: 11,138 shares; 2025Q4: 9,591 shares; 2026Q1: 9,548 shares; 2026Q2: 9,755 shares 9,755 $626K 0.06% +207 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,656 shares; 2026Q2: 12,173 shares 12,173 $621K 0.06% +2,517 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: 9,787 shares; 2024Q4: 9,985 shares; 2025Q1: 10,801 shares; 2025Q2: 11,006 shares; 2025Q3: 10,077 shares; 2025Q4: 10,272 shares; 2026Q1: 10,300 shares; 2026Q2: 10,834 shares 10,834 $617K 0.06% +534 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: 4,966 shares; 2024Q4: 5,616 shares; 2025Q1: 5,676 shares; 2025Q2: 89,298 shares; 2025Q3: 88,875 shares; 2025Q4: 7,671 shares; 2026Q1: 4,775 shares; 2026Q2: 7,000 shares 7,000 $582K 0.06% +2,225 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 2,439 shares 2,439 $581K 0.06% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 1,152 shares 1,152 $570K 0.06% new 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: 303 shares; 2025Q4: 541 shares; 2026Q1: 534 shares; 2026Q2: 562 shares 562 $569K 0.06% +28 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,360 shares; 2024Q4: 6,365 shares; 2025Q1: 7,297 shares; 2025Q2: 7,172 shares; 2025Q3: 6,226 shares; 2025Q4: 6,796 shares; 2026Q1: 7,031 shares; 2026Q2: 6,760 shares 6,760 $559K 0.06% -271 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,039 shares; 2026Q2: 1,148 shares 1,148 $548K 0.05% +109 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: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,038 shares; 2025Q4: 1,082 shares; 2026Q1: 1,098 shares; 2026Q2: 1,460 shares 1,460 $546K 0.05% +362 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,327 shares; 2026Q2: 19,603 shares 19,603 $543K 0.05% +276 Timeline CSHI 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: 8,536 shares; 2026Q2: 10,854 shares 10,854 $541K 0.05% +2,318 Timeline IFEB 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: 16,853 shares; 2026Q2: 16,853 shares 16,853 $527K 0.05% 0 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: 7,649 shares; 2024Q4: 6,139 shares; 2025Q1: 6,701 shares; 2025Q2: 7,215 shares; 2025Q3: 7,246 shares; 2025Q4: 7,253 shares; 2026Q1: 7,333 shares; 2026Q2: 7,335 shares 7,335 $523K 0.05% +2 Timeline IBHF 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: 11,540 shares; 2025Q2: 11,540 shares; 2025Q3: 11,540 shares; 2025Q4: 18,434 shares; 2026Q1: 21,039 shares; 2026Q2: 22,942 shares 22,942 $520K 0.05% +1,903 Timeline DDTY 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: 25,173 shares 25,173 $509K 0.05% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,183 shares; 2024Q4: 3,187 shares; 2025Q1: 3,182 shares; 2025Q2: 3,168 shares; 2025Q3: 3,437 shares; 2025Q4: 3,101 shares; 2026Q1: 3,101 shares; 2026Q2: 4,895 shares 4,895 $509K 0.05% +1,794 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: 1,911 shares; 2025Q3: 1,964 shares; 2025Q4: 3,593 shares; 2026Q1: 4,866 shares; 2026Q2: 4,318 shares 4,318 $504K 0.05% -548 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: 1,921 shares; 2024Q4: not reported; 2025Q1: 4,011 shares; 2025Q2: 3,924 shares; 2025Q3: 6,299 shares; 2025Q4: 6,262 shares; 2026Q1: 6,312 shares; 2026Q2: 5,491 shares 5,491 $498K 0.05% -821 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: 25,302 shares; 2024Q4: 24,673 shares; 2025Q1: 24,206 shares; 2025Q2: 29,700 shares; 2025Q3: 13,957 shares; 2025Q4: 11,103 shares; 2026Q1: 11,290 shares; 2026Q2: 11,754 shares 11,754 $498K 0.05% +464 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: 567 shares; 2025Q1: 1,218 shares; 2025Q2: 1,233 shares; 2025Q3: 1,340 shares; 2025Q4: 1,339 shares; 2026Q1: 1,090 shares; 2026Q2: 1,224 shares 1,224 $487K 0.05% +134 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,766 shares; 2025Q3: 2,785 shares; 2025Q4: 2,837 shares; 2026Q1: 2,900 shares; 2026Q2: 2,718 shares 2,718 $479K 0.05% -182 Timeline GCAL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,300 shares 9,300 $476K 0.05% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,895 shares; 2024Q4: 1,895 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 4,394 shares; 2026Q1: 4,394 shares; 2026Q2: 4,394 shares 4,394 $473K 0.05% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS 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: 878 shares; 2026Q1: 1,272 shares; 2026Q2: 1,306 shares 1,306 $463K 0.05% +34 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: not reported; 2024Q4: not reported; 2025Q1: 3,332 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,163 shares 5,163 $453K 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,021 shares; 2024Q4: 10,029 shares; 2025Q1: 8,433 shares; 2025Q2: 8,398 shares; 2025Q3: 8,427 shares; 2025Q4: 7,686 shares; 2026Q1: 8,230 shares; 2026Q2: 7,807 shares 7,807 $450K 0.04% -423 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: 4,781 shares; 2024Q4: 4,453 shares; 2025Q1: 4,469 shares; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,437 shares; 2026Q1: 4,637 shares; 2026Q2: 4,637 shares 4,637 $447K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,876 shares; 2025Q1: 3,695 shares; 2025Q2: 4,039 shares; 2025Q3: 3,937 shares; 2025Q4: 3,285 shares; 2026Q1: 2,032 shares; 2026Q2: 2,620 shares 2,620 $445K 0.04% +588 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,350 shares; 2024Q4: 26,820 shares; 2025Q1: 11,460 shares; 2025Q2: 22,939 shares; 2025Q3: 19,970 shares; 2025Q4: 14,561 shares; 2026Q1: 14,096 shares; 2026Q2: 11,767 shares 11,767 $436K 0.04% -2,329 Timeline EJAN 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: 12,066 shares; 2026Q2: 12,066 shares 12,066 $434K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 753 shares; 2025Q2: 780 shares; 2025Q3: 855 shares; 2025Q4: 815 shares; 2026Q1: 1,275 shares; 2026Q2: 1,574 shares 1,574 $434K 0.04% +299 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,450 shares; 2024Q4: 10,450 shares; 2025Q1: 10,450 shares; 2025Q2: 10,300 shares; 2025Q3: 10,318 shares; 2025Q4: 10,413 shares; 2026Q1: 11,793 shares; 2026Q2: 10,318 shares 10,318 $427K 0.04% -1,475 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 2,486 shares 2,486 $425K 0.04% new Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE 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: 846 shares; 2026Q2: 1,336 shares 1,336 $414K 0.04% +490 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,212 shares; 2025Q4: 1,205 shares; 2026Q1: 1,030 shares; 2026Q2: 990 shares 990 $411K 0.04% -40 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: 932 shares; 2024Q4: 828 shares; 2025Q1: 789 shares; 2025Q2: 791 shares; 2025Q3: 728 shares; 2025Q4: 777 shares; 2026Q1: 855 shares; 2026Q2: 780 shares 780 $397K 0.04% -75 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,929 shares; 2024Q4: 2,964 shares; 2025Q1: 3,703 shares; 2025Q2: 3,175 shares; 2025Q3: 3,189 shares; 2025Q4: 3,773 shares; 2026Q1: 3,775 shares; 2026Q2: 3,475 shares 3,475 $397K 0.04% -300 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 412 shares; 2026Q2: 3,298 shares 3,298 $394K 0.04% +2,886 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,052 shares; 2025Q3: 4,124 shares; 2025Q4: 4,157 shares; 2026Q1: 4,206 shares; 2026Q2: 4,241 shares 4,241 $393K 0.04% +35 Timeline PSTP 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: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares; 2025Q3: 6,750 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares; 2026Q2: 10,525 shares 10,525 $387K 0.04% +25 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: 1,291 shares; 2024Q4: 801 shares; 2025Q1: 896 shares; 2025Q2: 1,015 shares; 2025Q3: 1,025 shares; 2025Q4: 1,036 shares; 2026Q1: 1,043 shares; 2026Q2: 1,043 shares 1,043 $386K 0.04% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,211 shares; 2025Q1: 2,152 shares; 2025Q2: 2,136 shares; 2025Q3: 2,136 shares; 2025Q4: 2,136 shares; 2026Q1: 2,321 shares; 2026Q2: 2,321 shares 2,321 $381K 0.04% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 2,729 shares; 2025Q1: 2,939 shares; 2025Q2: 1,703 shares; 2025Q3: 1,704 shares; 2025Q4: 1,719 shares; 2026Q1: 1,771 shares; 2026Q2: 1,784 shares 1,784 $380K 0.04% +13 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 579 shares; 2026Q1: 836 shares; 2026Q2: 969 shares 969 $378K 0.04% +133 Timeline EQT EQT CORP More: the full row for EQT 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: 7,055 shares 7,055 $375K 0.04% new Timeline BRLN BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,646 shares; 2026Q2: 7,324 shares 7,324 $373K 0.04% +2,678 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: not reported; 2024Q4: not reported; 2025Q1: 449 shares; 2025Q2: 354 shares; 2025Q3: 356 shares; 2025Q4: 366 shares; 2026Q1: 373 shares; 2026Q2: 375 shares 375 $367K 0.04% +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: not reported; 2026Q1: not reported; 2026Q2: 1,435 shares 1,435 $365K 0.04% new Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,409 shares; 2024Q4: 15,336 shares; 2025Q1: 15,075 shares; 2025Q2: 15,100 shares; 2025Q3: 15,575 shares; 2025Q4: 15,594 shares; 2026Q1: 15,634 shares; 2026Q2: 15,634 shares 15,634 $362K 0.04% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 7,670 shares 7,670 $357K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,273 shares; 2025Q3: not reported; 2025Q4: 1,696 shares; 2026Q1: 1,689 shares; 2026Q2: 1,665 shares 1,665 $354K 0.04% -24 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,067 shares; 2026Q1: 1,612 shares; 2026Q2: 1,612 shares 1,612 $351K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 881 shares 881 $350K 0.03% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 88,594 shares; 2024Q4: 92,229 shares; 2025Q1: 4,570 shares; 2025Q2: 4,590 shares; 2025Q3: 4,608 shares; 2025Q4: 4,918 shares; 2026Q1: 4,694 shares; 2026Q2: 4,703 shares 4,703 $350K 0.03% +9 Timeline IBHI 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: 10,481 shares; 2025Q2: 10,481 shares; 2025Q3: 11,171 shares; 2025Q4: 13,321 shares; 2026Q1: 13,321 shares; 2026Q2: 14,871 shares 14,871 $348K 0.03% +1,550 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: 808 shares; 2024Q4: 811 shares; 2025Q1: not reported; 2025Q2: 813 shares; 2025Q3: 819 shares; 2025Q4: 1,015 shares; 2026Q1: 893 shares; 2026Q2: 915 shares 915 $339K 0.03% +22 Timeline UJAN 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: 7,439 shares; 2026Q2: 7,439 shares 7,439 $337K 0.03% 0 Timeline IGRO 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: 2,900 shares; 2025Q2: 4,150 shares; 2025Q3: 3,525 shares; 2025Q4: 3,525 shares; 2026Q1: 3,825 shares; 2026Q2: 3,825 shares 3,825 $336K 0.03% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,860 shares; 2024Q4: 3,725 shares; 2025Q1: 5,521 shares; 2025Q2: 6,503 shares; 2025Q3: 8,389 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,176 shares 2,176 $334K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,399 shares; 2025Q2: 3,961 shares; 2025Q3: 3,972 shares; 2025Q4: 3,767 shares; 2026Q1: 3,796 shares; 2026Q2: 3,806 shares 3,806 $331K 0.03% +10 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: not reported; 2026Q1: not reported; 2026Q2: 278 shares 278 $327K 0.03% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 2,901 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 3,008 shares; 2026Q2: 3,004 shares 3,004 $325K 0.03% -4 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,592 shares; 2024Q4: 1,548 shares; 2025Q1: 2,047 shares; 2025Q2: 1,871 shares; 2025Q3: 1,393 shares; 2025Q4: 1,449 shares; 2026Q1: 1,445 shares; 2026Q2: 1,195 shares 1,195 $323K 0.03% -250 Timeline DDTN 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: 14,450 shares; 2026Q2: 15,700 shares 15,700 $320K 0.03% +1,250 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: 32,502 shares; 2024Q4: 3,527 shares; 2025Q1: 4,249 shares; 2025Q2: 4,015 shares; 2025Q3: 5,280 shares; 2025Q4: 10,112 shares; 2026Q1: 8,281 shares; 2026Q2: 6,831 shares 6,831 $310K 0.03% -1,450 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: 4,672 shares; 2024Q4: 4,772 shares; 2025Q1: 6,147 shares; 2025Q2: 6,147 shares; 2025Q3: 4,130 shares; 2025Q4: 4,929 shares; 2026Q1: 4,766 shares; 2026Q2: 5,986 shares 5,986 $308K 0.03% +1,220 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,727 shares; 2024Q4: 2,727 shares; 2025Q1: not reported; 2025Q2: 2,495 shares; 2025Q3: 2,501 shares; 2025Q4: 2,502 shares; 2026Q1: 2,512 shares; 2026Q2: 2,512 shares 2,512 $294K 0.03% 0 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 9,700 shares; 2026Q1: 5,820 shares; 2026Q2: 5,820 shares 5,820 $293K 0.03% 0 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,213 shares; 2026Q1: 6,963 shares; 2026Q2: 7,963 shares 7,963 $292K 0.03% +1,000 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,480 shares; 2025Q4: 9,880 shares; 2026Q1: 9,880 shares; 2026Q2: 10,060 shares 10,060 $291K 0.03% +180 Timeline UMAR 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: 6,218 shares; 2024Q4: 6,218 shares; 2025Q1: 6,218 shares; 2025Q2: 6,218 shares; 2025Q3: 6,218 shares; 2025Q4: 6,218 shares; 2026Q1: 6,834 shares; 2026Q2: 6,834 shares 6,834 $289K 0.03% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,140 shares; 2024Q4: 6,512 shares; 2025Q1: 4,791 shares; 2025Q2: 7,042 shares; 2025Q3: 5,472 shares; 2025Q4: 3,816 shares; 2026Q1: 3,737 shares; 2026Q2: 3,497 shares 3,497 $287K 0.03% -240 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 661 shares 661 $287K 0.03% new Timeline MTUM 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: 824 shares; 2025Q4: 830 shares; 2026Q1: not reported; 2026Q2: 830 shares 830 $285K 0.03% 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: 6,831 shares 6,831 $282K 0.03% new Timeline AIQ 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: not reported; 2026Q1: not reported; 2026Q2: 4,161 shares 4,161 $273K 0.03% new Timeline DDFM 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: 13,595 shares; 2026Q2: 13,595 shares 13,595 $268K 0.03% 0 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: not reported; 2025Q1: 228 shares; 2025Q2: 208 shares; 2025Q3: 225 shares; 2025Q4: 261 shares; 2026Q1: 274 shares; 2026Q2: 279 shares 279 $268K 0.03% +5 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK 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: 15,675 shares; 2025Q4: 17,718 shares; 2026Q1: 28,050 shares; 2026Q2: 2,434 shares 2,434 $267K 0.03% -25,616 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 318 shares 318 $267K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,217 shares; 2025Q1: 3,230 shares; 2025Q2: 3,235 shares; 2025Q3: 3,242 shares; 2025Q4: 3,280 shares; 2026Q1: 3,297 shares; 2026Q2: 3,306 shares 3,306 $265K 0.03% +9 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,727 shares; 2025Q3: 2,260 shares; 2025Q4: 2,297 shares; 2026Q1: 1,765 shares; 2026Q2: 1,826 shares 1,826 $264K 0.03% +61 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,835 shares; 2025Q4: 1,939 shares; 2026Q1: 1,916 shares; 2026Q2: 1,927 shares 1,927 $264K 0.03% +11 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL 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: 6,227 shares; 2026Q2: 8,240 shares 8,240 $263K 0.03% +2,013 Timeline IDEC 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: 6,650 shares; 2026Q1: 6,650 shares; 2026Q2: 7,650 shares 7,650 $263K 0.03% +1,000 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,524 shares 2,524 $261K 0.03% new Timeline DDSQ 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: 12,322 shares 12,322 $260K 0.03% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 1,516 shares; 2025Q4: 1,665 shares; 2026Q1: 1,694 shares; 2026Q2: 1,665 shares 1,665 $258K 0.03% -29 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 7,657 shares 7,657 $255K 0.03% new Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,273 shares 4,273 $253K 0.03% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,452 shares; 2024Q4: 5,452 shares; 2025Q1: 5,016 shares; 2025Q2: 5,036 shares; 2025Q3: 5,036 shares; 2025Q4: 5,058 shares; 2026Q1: 5,058 shares; 2026Q2: 5,058 shares 5,058 $253K 0.03% 0 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,000 shares 5,000 $252K 0.03% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 1,858 shares 1,858 $252K 0.03% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 501 shares; 2025Q4: 502 shares; 2026Q1: 502 shares; 2026Q2: 3,031 shares 3,031 $250K 0.02% +2,529 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,086 shares; 2025Q2: 7,742 shares; 2025Q3: 7,739 shares; 2025Q4: 6,795 shares; 2026Q1: 3,659 shares; 2026Q2: 3,195 shares 3,195 $250K 0.02% -464 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares; 2026Q2: 5,000 shares 5,000 $249K 0.02% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS 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: 266 shares; 2026Q1: not reported; 2026Q2: 178 shares 178 $246K 0.02% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 4,776 shares 4,776 $246K 0.02% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 533 shares; 2025Q4: 517 shares; 2026Q1: 483 shares; 2026Q2: 478 shares 478 $243K 0.02% -5 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $242K 0.02% 0 Timeline CEF 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: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $241K 0.02% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,825 shares; 2026Q1: 3,984 shares; 2026Q2: 3,974 shares 3,974 $240K 0.02% -10 Timeline VONG 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: 2,090 shares; 2024Q4: 2,090 shares; 2025Q1: not reported; 2025Q2: 2,020 shares; 2025Q3: 2,020 shares; 2025Q4: 2,020 shares; 2026Q1: 1,865 shares; 2026Q2: 1,865 shares 1,865 $238K 0.02% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,766 shares; 2024Q4: 17,073 shares; 2025Q1: 17,043 shares; 2025Q2: 16,962 shares; 2025Q3: 16,937 shares; 2025Q4: 16,895 shares; 2026Q1: 16,850 shares; 2026Q2: 15,664 shares 15,664 $238K 0.02% -1,186 Timeline CGSM 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: not reported; 2026Q1: not reported; 2026Q2: 9,000 shares 9,000 $237K 0.02% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,774 shares; 2024Q4: 9,927 shares; 2025Q1: 9,360 shares; 2025Q2: not reported; 2025Q3: 11,232 shares; 2025Q4: 10,060 shares; 2026Q1: 9,853 shares; 2026Q2: 9,801 shares 9,801 $236K 0.02% -52 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 333 shares; 2026Q1: 333 shares; 2026Q2: 333 shares 333 $234K 0.02% 0 Timeline VONV 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: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,174 shares; 2026Q2: 2,174 shares 2,174 $231K 0.02% 0 Timeline DDTL 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: 10,450 shares; 2025Q4: 10,450 shares; 2026Q1: 10,450 shares; 2026Q2: 10,450 shares 10,450 $230K 0.02% 0 Timeline FSBC FIVE STAR BANCORP More: the full row for FIVE STAR BANCORP 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: 4,721 shares 4,721 $230K 0.02% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,977 shares; 2024Q4: 3,977 shares; 2025Q1: 3,815 shares; 2025Q2: 3,610 shares; 2025Q3: 3,485 shares; 2025Q4: 3,544 shares; 2026Q1: 3,250 shares; 2026Q2: 2,832 shares 2,832 $228K 0.02% -418 Timeline DXJ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,306 shares; 2026Q2: 1,306 shares 1,306 $227K 0.02% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 642 shares; 2025Q3: 811 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 713 shares 713 $226K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 99 shares 99 $225K 0.02% new 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: not reported; 2026Q1: not reported; 2026Q2: 736 shares 736 $223K 0.02% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,997 shares; 2024Q4: 7,571 shares; 2025Q1: 8,358 shares; 2025Q2: not reported; 2025Q3: 652 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 532 shares 532 $221K 0.02% new Timeline EAPR 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: 6,675 shares 6,675 $220K 0.02% new 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: 780 shares; 2025Q4: 570 shares; 2026Q1: not reported; 2026Q2: 648 shares 648 $219K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,477 shares 3,477 $219K 0.02% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,261 shares; 2025Q3: 3,261 shares; 2025Q4: 5,332 shares; 2026Q1: 4,948 shares; 2026Q2: 5,029 shares 5,029 $214K 0.02% +81 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,166 shares; 2026Q2: 4,191 shares 4,191 $213K 0.02% -975 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS 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: 1,563 shares 1,563 $213K 0.02% new Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 100,073 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,492 shares 6,492 $212K 0.02% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,698 shares; 2024Q4: 6,518 shares; 2025Q1: 6,662 shares; 2025Q2: 7,074 shares; 2025Q3: 7,079 shares; 2025Q4: 4,329 shares; 2026Q1: 5,327 shares; 2026Q2: 4,876 shares 4,876 $211K 0.02% -451 Timeline HTB HOMETRUST BANCSHARES INC More: the full row for HOMETRUST BANCSHARES 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: 4,216 shares 4,216 $210K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,308 shares 4,308 $210K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,645 shares 1,645 $210K 0.02% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,787 shares; 2026Q2: 2,775 shares 2,775 $210K 0.02% -12 Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,305 shares; 2024Q4: 29,225 shares; 2025Q1: 29,191 shares; 2025Q2: 27,423 shares; 2025Q3: 26,016 shares; 2025Q4: 23,543 shares; 2026Q1: 21,760 shares; 2026Q2: 20,137 shares 20,137 $208K 0.02% -1,623 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 2,742 shares; 2026Q2: 2,758 shares 2,758 $205K 0.02% +16 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP 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: 2,284 shares 2,284 $204K 0.02% new Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS 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: 2,810 shares; 2026Q1: not reported; 2026Q2: 1,072 shares 1,072 $203K 0.02% new Timeline MUNI 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: 3,846 shares; 2026Q1: 3,846 shares; 2026Q2: 3,846 shares 3,846 $202K 0.02% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,762 shares; 2026Q1: not reported; 2026Q2: 1,379 shares 1,379 $202K 0.02% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN 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: 10,612 shares; 2026Q2: 12,766 shares 12,766 $152K 0.02% +2,154 Timeline FTMS 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,000 shares 15,000 $149K 0.01% new Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,316 shares; 2025Q1: 11,103 shares; 2025Q2: 11,051 shares; 2025Q3: 11,051 shares; 2025Q4: 11,944 shares; 2026Q1: 12,733 shares; 2026Q2: 13,393 shares 13,393 $140K 0.01% +660 Timeline BTX BLACKROCK TECH AND PRIVATE E More: the full row for BLACKROCK TECH AND PRIVATE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,078 shares; 2026Q2: 15,037 shares 15,037 $136K 0.01% +959 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,949 shares; 2024Q4: 10,901 shares; 2025Q1: 12,623 shares; 2025Q2: 13,179 shares; 2025Q3: 13,179 shares; 2025Q4: 13,868 shares; 2026Q1: 12,390 shares; 2026Q2: 12,571 shares 12,571 $135K 0.01% +181 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,902 shares; 2025Q2: 18,944 shares; 2025Q3: 20,935 shares; 2025Q4: 24,076 shares; 2026Q1: 24,076 shares; 2026Q2: 24,811 shares 24,811 $129K 0.01% +735 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE 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: 11,725 shares; 2026Q2: 11,725 shares 11,725 $126K 0.01% 0 Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR 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: 11,604 shares 11,604 $94.5K 0.01% new Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL 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: 15,870 shares 15,870 $86.5K 0.01% new Timeline AHRT AH RLTY TR INC More: the full row for AH RLTY TR 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: 11,774 shares 11,774 $83.4K 0.01% new Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,144 shares 10,144 $79K 0.01% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI 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: 11,559 shares 11,559 $64K 0.01% new Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,592 shares; 2024Q4: 18,411 shares; 2025Q1: 17,886 shares; 2025Q2: 15,844 shares; 2025Q3: 15,773 shares; 2025Q4: 16,771 shares; 2026Q1: 13,824 shares; 2026Q2: 13,824 shares 13,824 $63.7K 0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,498 shares; 2024Q4: 14,118 shares; 2025Q1: 13,537 shares; 2025Q2: 13,477 shares; 2025Q3: 12,677 shares; 2025Q4: 13,618 shares; 2026Q1: 10,756 shares; 2026Q2: 12,332 shares 12,332 $59.9K 0.01% +1,576 Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,564 shares; 2025Q3: 11,588 shares; 2025Q4: 11,505 shares; 2026Q1: 13,786 shares; 2026Q2: 13,786 shares 13,786 $50.2K <0.01% 0 Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,000 shares 10,000 $23.4K <0.01% new Timeline