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: 702,989 shares; 2024Q4: 727,922 shares; 2025Q1: 807,222 shares; 2025Q2: 871,095 shares; 2025Q3: 858,659 shares; 2025Q4: 795,893 shares; 2026Q1: 774,422 shares; 2026Q2: 762,716 shares 762,716 $282M 14.3% -11,706 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,306,427 shares; 2024Q4: 3,929,103 shares; 2025Q1: 3,995,577 shares; 2025Q2: 4,002,592 shares; 2025Q3: 3,990,146 shares; 2025Q4: 3,974,977 shares; 2026Q1: 3,947,452 shares; 2026Q2: 3,860,173 shares 3,860,173 $193M 9.75% -87,279 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,548,657 shares; 2026Q2: 3,897,208 shares 3,897,208 $156M 7.93% +1,348,551 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: 244,681 shares; 2024Q4: 242,217 shares; 2025Q1: 143,323 shares; 2025Q2: 153,782 shares; 2025Q3: 151,012 shares; 2025Q4: 136,148 shares; 2026Q1: 129,619 shares; 2026Q2: 128,862 shares 128,862 $155M 7.83% -757 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: 217,587 shares; 2024Q4: 205,612 shares; 2025Q1: 191,369 shares; 2025Q2: 330,527 shares; 2025Q3: 374,163 shares; 2025Q4: 363,997 shares; 2026Q1: 363,771 shares; 2026Q2: 355,882 shares 355,882 $142M 7.17% -7,889 Timeline GNR 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: 79,628 shares; 2024Q4: 70,455 shares; 2025Q1: 150,113 shares; 2025Q2: 1,690,960 shares; 2025Q3: 1,799,606 shares; 2025Q4: 1,862,224 shares; 2026Q1: 1,862,499 shares; 2026Q2: 1,813,168 shares 1,813,168 $122M 6.18% -49,331 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: 967,578 shares; 2024Q4: 955,656 shares; 2025Q1: 958,617 shares; 2025Q2: 946,873 shares; 2025Q3: 865,285 shares; 2025Q4: 836,123 shares; 2026Q1: 830,094 shares; 2026Q2: 840,791 shares 840,791 $90.5M 4.58% +10,697 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,665,367 shares; 2024Q4: 1,624,792 shares; 2025Q1: 1,629,072 shares; 2025Q2: 1,668,041 shares; 2025Q3: 1,614,925 shares; 2025Q4: 1,581,999 shares; 2026Q1: 1,373,376 shares; 2026Q2: 1,260,109 shares 1,260,109 $75.5M 3.82% -113,267 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 96,983 shares; 2024Q4: 93,533 shares; 2025Q1: 91,669 shares; 2025Q2: 90,474 shares; 2025Q3: 89,621 shares; 2025Q4: 92,142 shares; 2026Q1: 89,481 shares; 2026Q2: 84,605 shares 84,605 $63.4M 3.21% -4,876 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 716,340 shares; 2024Q4: 693,135 shares; 2025Q1: 705,715 shares; 2025Q2: 730,259 shares; 2025Q3: 692,014 shares; 2025Q4: 668,662 shares; 2026Q1: 563,090 shares; 2026Q2: 497,164 shares 497,164 $62M 3.14% -65,926 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: 288,210 shares; 2024Q4: 278,979 shares; 2025Q1: 270,947 shares; 2025Q2: 267,469 shares; 2025Q3: 271,967 shares; 2025Q4: 267,311 shares; 2026Q1: 252,077 shares; 2026Q2: 241,470 shares 241,470 $52.6M 2.67% -10,607 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: 132,368 shares; 2024Q4: 130,357 shares; 2025Q1: 131,104 shares; 2025Q2: 133,060 shares; 2025Q3: 137,086 shares; 2025Q4: 159,149 shares; 2026Q1: 165,575 shares; 2026Q2: 163,489 shares 163,489 $47.3M 2.4% -2,086 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: 48,300 shares; 2024Q4: 50,110 shares; 2025Q1: 50,552 shares; 2025Q2: 49,582 shares; 2025Q3: 50,186 shares; 2025Q4: 52,480 shares; 2026Q1: 52,408 shares; 2026Q2: 50,118 shares 50,118 $37.4M 1.9% -2,290 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 230,502 shares; 2024Q4: 236,967 shares; 2025Q1: 224,629 shares; 2025Q2: 218,468 shares; 2025Q3: 210,088 shares; 2025Q4: 199,890 shares; 2026Q1: 199,172 shares; 2026Q2: 195,063 shares 195,063 $30.6M 1.55% -4,109 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: 79,019 shares; 2024Q4: 79,219 shares; 2025Q1: 79,474 shares; 2025Q2: 79,763 shares; 2025Q3: 80,279 shares; 2025Q4: 80,590 shares; 2026Q1: 80,813 shares; 2026Q2: 80,956 shares 80,956 $21.9M 1.11% +143 Timeline FNDX 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: 387,365 shares; 2024Q4: 1,128,320 shares; 2025Q1: 1,102,654 shares; 2025Q2: 1,059,490 shares; 2025Q3: 982,083 shares; 2025Q4: 966,502 shares; 2026Q1: 769,432 shares; 2026Q2: 693,012 shares 693,012 $21.6M 1.09% -76,420 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: 83,188 shares; 2024Q4: 80,383 shares; 2025Q1: 75,305 shares; 2025Q2: 71,411 shares; 2025Q3: 70,542 shares; 2025Q4: 69,366 shares; 2026Q1: 65,890 shares; 2026Q2: 62,738 shares 62,738 $21.5M 1.09% -3,152 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,810 shares; 2024Q4: 151,089 shares; 2025Q1: 129,572 shares; 2025Q2: 106,654 shares; 2025Q3: 129,814 shares; 2025Q4: 115,476 shares; 2026Q1: 115,104 shares; 2026Q2: 87,951 shares 87,951 $17.6M 0.89% -27,153 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: 169,803 shares; 2024Q4: 173,338 shares; 2025Q1: 166,128 shares; 2025Q2: 163,867 shares; 2025Q3: 161,258 shares; 2025Q4: 157,858 shares; 2026Q1: 164,531 shares; 2026Q2: 155,236 shares 155,236 $16.1M 0.82% -9,295 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: 59,902 shares; 2024Q4: 47,313 shares; 2025Q1: 44,710 shares; 2025Q2: 43,269 shares; 2025Q3: 45,532 shares; 2025Q4: 37,226 shares; 2026Q1: 38,887 shares; 2026Q2: 37,439 shares 37,439 $14M 0.71% -1,448 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,902 shares; 2024Q4: 102,134 shares; 2025Q1: 101,960 shares; 2025Q2: 102,303 shares; 2025Q3: 97,650 shares; 2025Q4: 96,266 shares; 2026Q1: 94,227 shares; 2026Q2: 85,197 shares 85,197 $13.4M 0.68% -9,030 Timeline JCPI 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: 360,445 shares; 2024Q4: 335,752 shares; 2025Q1: 322,520 shares; 2025Q2: 291,873 shares; 2025Q3: 280,326 shares; 2025Q4: 268,383 shares; 2026Q1: 257,621 shares; 2026Q2: 252,682 shares 252,682 $12.1M 0.61% -4,939 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: not reported; 2026Q2: 110,000 shares 110,000 $11.1M 0.56% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 148,191 shares; 2024Q4: 146,259 shares; 2025Q1: 145,634 shares; 2025Q2: 145,756 shares; 2025Q3: 145,863 shares; 2025Q4: 146,124 shares; 2026Q1: 146,124 shares; 2026Q2: 144,677 shares 144,677 $11.1M 0.56% -1,447 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,755 shares; 2024Q4: 32,277 shares; 2025Q1: 30,450 shares; 2025Q2: 30,050 shares; 2025Q3: 29,809 shares; 2025Q4: 29,731 shares; 2026Q1: 26,770 shares; 2026Q2: 26,484 shares 26,484 $10.8M 0.55% -286 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: 43,498 shares; 2024Q4: 43,525 shares; 2025Q1: 41,009 shares; 2025Q2: 40,072 shares; 2025Q3: 41,299 shares; 2025Q4: 40,611 shares; 2026Q1: 44,815 shares; 2026Q2: 31,778 shares 31,778 $10.4M 0.53% -13,037 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: 42,737 shares; 2024Q4: 41,389 shares; 2025Q1: 40,994 shares; 2025Q2: 43,422 shares; 2025Q3: 43,456 shares; 2025Q4: 42,167 shares; 2026Q1: 40,737 shares; 2026Q2: 40,538 shares 40,538 $9.83M 0.5% -199 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: 11,998 shares; 2024Q4: 11,837 shares; 2025Q1: 12,537 shares; 2025Q2: 12,675 shares; 2025Q3: 12,593 shares; 2025Q4: 12,591 shares; 2026Q1: 12,601 shares; 2026Q2: 12,856 shares 12,856 $8.83M 0.45% +255 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157,239 shares; 2024Q4: 173,468 shares; 2025Q1: 170,840 shares; 2025Q2: 167,200 shares; 2025Q3: 166,782 shares; 2025Q4: 162,591 shares; 2026Q1: 157,424 shares; 2026Q2: 153,284 shares 153,284 $8.38M 0.42% -4,140 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 342,460 shares; 2024Q4: 342,513 shares; 2025Q1: 342,460 shares; 2025Q2: 342,460 shares; 2025Q3: 342,460 shares; 2025Q4: 342,460 shares; 2026Q1: 342,460 shares; 2026Q2: 285,717 shares 285,717 $7.31M 0.37% -56,743 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: 9,854 shares; 2024Q4: 8,806 shares; 2025Q1: 8,569 shares; 2025Q2: 9,134 shares; 2025Q3: 10,833 shares; 2025Q4: 9,800 shares; 2026Q1: 19,373 shares; 2026Q2: 18,799 shares 18,799 $6.72M 0.34% -574 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: 39,604 shares; 2024Q4: 22,271 shares; 2025Q1: 22,389 shares; 2025Q2: 22,274 shares; 2025Q3: 22,458 shares; 2025Q4: 22,319 shares; 2026Q1: 24,107 shares; 2026Q2: 23,626 shares 23,626 $6.03M 0.31% -481 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,586 shares; 2024Q4: 27,621 shares; 2025Q1: 27,576 shares; 2025Q2: 27,174 shares; 2025Q3: 27,140 shares; 2025Q4: 27,140 shares; 2026Q1: 26,855 shares; 2026Q2: 26,855 shares 26,855 $5.94M 0.3% 0 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: 27,970 shares; 2024Q4: 26,221 shares; 2025Q1: 23,340 shares; 2025Q2: 21,190 shares; 2025Q3: 23,632 shares; 2025Q4: 20,952 shares; 2026Q1: 27,278 shares; 2026Q2: 24,781 shares 24,781 $5.91M 0.3% -2,497 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,266 shares; 2024Q4: 38,261 shares; 2025Q1: 40,314 shares; 2025Q2: 39,102 shares; 2025Q3: 40,314 shares; 2025Q4: 43,847 shares; 2026Q1: 41,437 shares; 2026Q2: 41,437 shares 41,437 $5.7M 0.29% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,697 shares; 2024Q4: 30,552 shares; 2025Q1: 29,484 shares; 2025Q2: 29,252 shares; 2025Q3: 29,252 shares; 2025Q4: 29,252 shares; 2026Q1: 29,110 shares; 2026Q2: 29,110 shares 29,110 $5.38M 0.27% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,106 shares; 2024Q4: 12,024 shares; 2025Q1: 11,827 shares; 2025Q2: 11,788 shares; 2025Q3: 12,385 shares; 2025Q4: 11,966 shares; 2026Q1: 12,471 shares; 2026Q2: 12,404 shares 12,404 $5.29M 0.27% -67 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,525 shares; 2024Q4: 5,650 shares; 2025Q1: 5,673 shares; 2025Q2: 4,860 shares; 2025Q3: 6,012 shares; 2025Q4: 6,361 shares; 2026Q1: 6,417 shares; 2026Q2: 6,872 shares 6,872 $5.06M 0.26% +455 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: 8,842 shares; 2024Q4: 8,842 shares; 2025Q1: 8,520 shares; 2025Q2: 8,455 shares; 2025Q3: 9,136 shares; 2025Q4: 9,138 shares; 2026Q1: 9,138 shares; 2026Q2: 35,948 shares 35,948 $4.46M 0.23% +26,810 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: 29,211 shares; 2024Q4: 22,444 shares; 2025Q1: 21,010 shares; 2025Q2: 21,016 shares; 2025Q3: 21,348 shares; 2025Q4: 10,245 shares; 2026Q1: 9,914 shares; 2026Q2: 8,893 shares 8,893 $4.45M 0.23% -1,021 Timeline VXF 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: 27,480 shares; 2024Q4: 27,585 shares; 2025Q1: 26,463 shares; 2025Q2: 24,237 shares; 2025Q3: 23,494 shares; 2025Q4: 20,150 shares; 2026Q1: 18,492 shares; 2026Q2: 17,862 shares 17,862 $4.4M 0.22% -630 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: 21,712 shares; 2024Q4: 27,372 shares; 2025Q1: 27,372 shares; 2025Q2: 27,619 shares; 2025Q3: 25,367 shares; 2025Q4: 25,259 shares; 2026Q1: 25,259 shares; 2026Q2: 25,259 shares 25,259 $4.15M 0.21% 0 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,288 shares; 2024Q4: 59,116 shares; 2025Q1: 56,733 shares; 2025Q2: 56,516 shares; 2025Q3: 56,129 shares; 2025Q4: 55,893 shares; 2026Q1: 54,336 shares; 2026Q2: 53,774 shares 53,774 $4.07M 0.21% -562 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,008 shares; 2024Q4: 20,028 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 12,279 shares; 2026Q1: 12,279 shares; 2026Q2: 12,285 shares 12,285 $3.64M 0.18% +6 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: 28,371 shares; 2024Q4: 76,243 shares; 2025Q1: 43,842 shares; 2025Q2: 43,044 shares; 2025Q3: 44,062 shares; 2025Q4: 48,792 shares; 2026Q1: 49,156 shares; 2026Q2: 50,802 shares 50,802 $3.62M 0.18% +1,646 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 124,431 shares; 2024Q4: 124,483 shares; 2025Q1: 124,000 shares; 2025Q2: 124,000 shares; 2025Q3: 124,112 shares; 2025Q4: 124,046 shares; 2026Q1: 279,000 shares; 2026Q2: 124,000 shares 124,000 $3.5M 0.18% -155,000 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: 4,038 shares; 2024Q4: 4,242 shares; 2025Q1: 3,891 shares; 2025Q2: 3,827 shares; 2025Q3: 3,917 shares; 2025Q4: 3,994 shares; 2026Q1: 3,842 shares; 2026Q2: 3,643 shares 3,643 $3.41M 0.17% -199 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,320 shares; 2024Q4: 8,687 shares; 2025Q1: 8,613 shares; 2025Q2: 9,797 shares; 2025Q3: 11,301 shares; 2025Q4: 11,816 shares; 2026Q1: 10,861 shares; 2026Q2: 10,201 shares 10,201 $3.09M 0.16% -660 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: 28,640 shares; 2024Q4: 38,175 shares; 2025Q1: 37,805 shares; 2025Q2: 37,640 shares; 2025Q3: 43,902 shares; 2025Q4: 39,622 shares; 2026Q1: 38,417 shares; 2026Q2: 36,482 shares 36,482 $2.81M 0.14% -1,935 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY 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: 30,000 shares; 2026Q2: 30,000 shares 30,000 $2.74M 0.14% 0 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: 16,033 shares; 2024Q4: 14,377 shares; 2025Q1: 13,472 shares; 2025Q2: 14,196 shares; 2025Q3: 14,794 shares; 2025Q4: 14,706 shares; 2026Q1: 18,680 shares; 2026Q2: 18,565 shares 18,565 $2.72M 0.14% -115 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,122 shares; 2024Q4: 6,122 shares; 2025Q1: 6,080 shares; 2025Q2: 6,364 shares; 2025Q3: 6,331 shares; 2025Q4: 6,331 shares; 2026Q1: 6,331 shares; 2026Q2: 6,331 shares 6,331 $2.7M 0.14% 0 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: 8,538 shares; 2024Q4: 11,140 shares; 2025Q1: 10,823 shares; 2025Q2: 10,861 shares; 2025Q3: 9,599 shares; 2025Q4: 9,747 shares; 2026Q1: 8,411 shares; 2026Q2: 8,975 shares 8,975 $2.7M 0.14% +564 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: 21,292 shares; 2024Q4: 20,671 shares; 2025Q1: 19,935 shares; 2025Q2: 19,595 shares; 2025Q3: 21,882 shares; 2025Q4: 20,038 shares; 2026Q1: 18,732 shares; 2026Q2: 18,877 shares 18,877 $2.58M 0.13% +145 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,799 shares; 2024Q4: 33,992 shares; 2025Q1: 34,235 shares; 2025Q2: 34,470 shares; 2025Q3: 34,726 shares; 2025Q4: 35,006 shares; 2026Q1: 63,315 shares; 2026Q2: 63,690 shares 63,690 $2.57M 0.13% +375 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,403 shares; 2024Q4: 7,352 shares; 2025Q1: 7,352 shares; 2025Q2: 7,352 shares; 2025Q3: 7,352 shares; 2025Q4: 7,352 shares; 2026Q1: 7,352 shares; 2026Q2: 7,352 shares 7,352 $2.53M 0.13% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,724 shares; 2026Q2: 3,480 shares 3,480 $2.52M 0.13% -244 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: 9,588 shares; 2024Q4: 8,774 shares; 2025Q1: 8,168 shares; 2025Q2: 5,511 shares; 2025Q3: 5,678 shares; 2025Q4: 7,882 shares; 2026Q1: 7,715 shares; 2026Q2: 6,631 shares 6,631 $2.34M 0.12% -1,084 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: 2,865 shares; 2024Q4: 2,849 shares; 2025Q1: 2,993 shares; 2025Q2: 3,008 shares; 2025Q3: 5,352 shares; 2025Q4: 5,352 shares; 2026Q1: 5,352 shares; 2026Q2: 25,518 shares 25,518 $2.2M 0.11% +20,166 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: 11,343 shares; 2024Q4: 9,674 shares; 2025Q1: 7,834 shares; 2025Q2: 9,032 shares; 2025Q3: 9,382 shares; 2025Q4: 9,143 shares; 2026Q1: 9,214 shares; 2026Q2: 8,614 shares 8,614 $2.19M 0.11% -600 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: 7,644 shares; 2024Q4: 7,405 shares; 2025Q1: 7,231 shares; 2025Q2: 10,322 shares; 2025Q3: 7,658 shares; 2025Q4: 7,646 shares; 2026Q1: 8,797 shares; 2026Q2: 5,708 shares 5,708 $2.16M 0.11% -3,089 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,875 shares; 2024Q4: 15,875 shares; 2025Q1: 15,875 shares; 2025Q2: 15,875 shares; 2025Q3: 15,875 shares; 2025Q4: 15,875 shares; 2026Q1: 15,875 shares; 2026Q2: 12,875 shares 12,875 $2.03M 0.1% -3,000 Timeline HGTY HAGERTY INC More: the full row for HAGERTY 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: 170,000 shares; 2025Q4: 170,000 shares; 2026Q1: 170,000 shares; 2026Q2: 170,000 shares 170,000 $2.03M 0.1% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,076 shares; 2024Q4: 7,453 shares; 2025Q1: 7,457 shares; 2025Q2: 7,487 shares; 2025Q3: 7,484 shares; 2025Q4: 6,628 shares; 2026Q1: 6,546 shares; 2026Q2: 23,922 shares 23,922 $1.93M 0.1% +17,376 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,757 shares; 2024Q4: 51,579 shares; 2025Q1: 51,730 shares; 2025Q2: 51,731 shares; 2025Q3: 51,733 shares; 2025Q4: 52,912 shares; 2026Q1: 52,697 shares; 2026Q2: 52,699 shares 52,699 $1.78M 0.09% +2 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,597 shares; 2024Q4: 1,507 shares; 2025Q1: 1,392 shares; 2025Q2: 1,529 shares; 2025Q3: 1,690 shares; 2025Q4: 1,651 shares; 2026Q1: 4,070 shares; 2026Q2: 3,446 shares 3,446 $1.77M 0.09% -624 Timeline EFAX 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: 17,499 shares; 2024Q4: 18,982 shares; 2025Q1: 18,950 shares; 2025Q2: 18,944 shares; 2025Q3: 18,990 shares; 2025Q4: 19,542 shares; 2026Q1: 19,542 shares; 2026Q2: 31,689 shares 31,689 $1.72M 0.09% +12,147 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: 15,453 shares; 2024Q4: 16,495 shares; 2025Q1: 17,423 shares; 2025Q2: 17,519 shares; 2025Q3: 17,423 shares; 2025Q4: 17,423 shares; 2026Q1: 7,518 shares; 2026Q2: 7,518 shares 7,518 $1.71M 0.09% 0 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,045 shares; 2024Q4: 83,045 shares; 2025Q1: 83,045 shares; 2025Q2: 83,045 shares; 2025Q3: 83,045 shares; 2025Q4: 83,045 shares; 2026Q1: 82,814 shares; 2026Q2: 82,814 shares 82,814 $1.65M 0.08% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,634 shares; 2024Q4: 1,619 shares; 2025Q1: 1,619 shares; 2025Q2: 1,608 shares; 2025Q3: 1,842 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares; 2026Q2: 13,704 shares 13,704 $1.64M 0.08% +11,991 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,563 shares; 2024Q4: 33,563 shares; 2025Q1: 33,563 shares; 2025Q2: 33,563 shares; 2025Q3: 33,563 shares; 2025Q4: 33,602 shares; 2026Q1: 33,563 shares; 2026Q2: 33,563 shares 33,563 $1.6M 0.08% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,199 shares; 2024Q4: 14,196 shares; 2025Q1: 9,230 shares; 2025Q2: 8,038 shares; 2025Q3: 388 shares; 2025Q4: 15,615 shares; 2026Q1: 15,492 shares; 2026Q2: 16,432 shares 16,432 $1.59M 0.08% +940 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,335 shares; 2026Q2: 4,626 shares 4,626 $1.58M 0.08% +291 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,133 shares; 2024Q4: 20,133 shares; 2025Q1: 20,133 shares; 2025Q2: 19,763 shares; 2025Q3: 19,763 shares; 2025Q4: 19,763 shares; 2026Q1: 19,763 shares; 2026Q2: 19,763 shares 19,763 $1.5M 0.08% 0 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: 2,414 shares; 2024Q4: 2,322 shares; 2025Q1: 2,560 shares; 2025Q2: 1,667 shares; 2025Q3: 2,509 shares; 2025Q4: 1,985 shares; 2026Q1: 3,458 shares; 2026Q2: 3,459 shares 3,459 $1.45M 0.07% +1 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: 4,658 shares; 2024Q4: 4,763 shares; 2025Q1: 2,127 shares; 2025Q2: 1,840 shares; 2025Q3: 4,358 shares; 2025Q4: 2,456 shares; 2026Q1: 3,200 shares; 2026Q2: 2,580 shares 2,580 $1.45M 0.07% -620 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: 22,771 shares; 2024Q4: 36,812 shares; 2025Q1: 32,569 shares; 2025Q2: 32,569 shares; 2025Q3: 32,569 shares; 2025Q4: 28,952 shares; 2026Q1: 13,161 shares; 2026Q2: 13,161 shares 13,161 $1.45M 0.07% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,573 shares; 2024Q4: 14,099 shares; 2025Q1: 14,214 shares; 2025Q2: 13,092 shares; 2025Q3: 13,462 shares; 2025Q4: 13,899 shares; 2026Q1: 16,296 shares; 2026Q2: 16,496 shares 16,496 $1.45M 0.07% +200 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: 3,192 shares; 2024Q4: 3,192 shares; 2025Q1: 3,192 shares; 2025Q2: 3,192 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 2,055 shares; 2026Q2: 2,055 shares 2,055 $1.45M 0.07% 0 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: 13,841 shares; 2024Q4: 13,565 shares; 2025Q1: 8,246 shares; 2025Q2: 7,061 shares; 2025Q3: 8,148 shares; 2025Q4: 7,990 shares; 2026Q1: 12,262 shares; 2026Q2: 12,238 shares 12,238 $1.39M 0.07% -24 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: 14,484 shares; 2024Q4: 29,094 shares; 2025Q1: 29,094 shares; 2025Q2: 29,094 shares; 2025Q3: 29,094 shares; 2025Q4: 48,609 shares; 2026Q1: 48,609 shares; 2026Q2: 48,609 shares 48,609 $1.35M 0.07% 0 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: 3,784 shares; 2024Q4: 3,644 shares; 2025Q1: 3,739 shares; 2025Q2: 3,792 shares; 2025Q3: 3,969 shares; 2025Q4: 4,048 shares; 2026Q1: 4,394 shares; 2026Q2: 3,593 shares 3,593 $1.34M 0.07% -801 Timeline IDEV 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: 2,302 shares; 2025Q4: not reported; 2026Q1: 15,000 shares; 2026Q2: 15,000 shares 15,000 $1.34M 0.07% 0 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: 6,673 shares; 2024Q4: 6,507 shares; 2025Q1: 6,253 shares; 2025Q2: 6,317 shares; 2025Q3: 6,548 shares; 2025Q4: 6,501 shares; 2026Q1: 8,413 shares; 2026Q2: 8,996 shares 8,996 $1.32M 0.07% +583 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: 4,022 shares; 2024Q4: 3,937 shares; 2025Q1: 3,570 shares; 2025Q2: 3,480 shares; 2025Q3: 3,302 shares; 2025Q4: 3,571 shares; 2026Q1: 4,855 shares; 2026Q2: 4,681 shares 4,681 $1.32M 0.07% -174 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: 29,285 shares; 2024Q4: 29,732 shares; 2025Q1: 23,495 shares; 2025Q2: 19,617 shares; 2025Q3: 24,510 shares; 2025Q4: 22,012 shares; 2026Q1: 22,080 shares; 2026Q2: 21,722 shares 21,722 $1.3M 0.07% -358 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,073 shares; 2024Q4: 3,999 shares; 2025Q1: 4,703 shares; 2025Q2: 5,358 shares; 2025Q3: 5,488 shares; 2025Q4: 6,130 shares; 2026Q1: 5,990 shares; 2026Q2: 5,982 shares 5,982 $1.29M 0.07% -8 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: 3,405 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 6,794 shares; 2026Q1: 6,794 shares; 2026Q2: 6,672 shares 6,672 $1.27M 0.06% -122 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,010 shares; 2024Q4: 962 shares; 2025Q1: 979 shares; 2025Q2: 995 shares; 2025Q3: 1,033 shares; 2025Q4: 1,012 shares; 2026Q1: 2,000 shares; 2026Q2: 2,000 shares 2,000 $1.27M 0.06% 0 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: 4,420 shares; 2025Q3: 19,617 shares; 2025Q4: 36,526 shares; 2026Q1: 37,265 shares; 2026Q2: 37,307 shares 37,307 $1.24M 0.06% +42 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: 14,438 shares; 2024Q4: 14,046 shares; 2025Q1: 14,009 shares; 2025Q2: 12,278 shares; 2025Q3: 12,819 shares; 2025Q4: 13,117 shares; 2026Q1: 15,246 shares; 2026Q2: 15,246 shares 15,246 $1.24M 0.06% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,668 shares; 2024Q4: 1,050 shares; 2025Q1: 914 shares; 2025Q2: 706 shares; 2025Q3: 707 shares; 2025Q4: 745 shares; 2026Q1: 760 shares; 2026Q2: 1,152 shares 1,152 $1.23M 0.06% +392 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: 9,656 shares; 2024Q4: 9,634 shares; 2025Q1: 8,759 shares; 2025Q2: 8,659 shares; 2025Q3: 8,661 shares; 2025Q4: 8,726 shares; 2026Q1: 8,670 shares; 2026Q2: 8,833 shares 8,833 $1.21M 0.06% +163 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,800 shares; 2024Q4: 12,800 shares; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 12,800 shares; 2025Q4: 12,800 shares; 2026Q1: 12,800 shares; 2026Q2: 12,800 shares 12,800 $1.2M 0.06% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 907 shares; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,934 shares; 2025Q3: 3,312 shares; 2025Q4: 3,316 shares; 2026Q1: 3,279 shares; 2026Q2: 3,254 shares 3,254 $1.2M 0.06% -25 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: 2,460 shares; 2024Q4: 2,134 shares; 2025Q1: 2,136 shares; 2025Q2: 2,040 shares; 2025Q3: 2,734 shares; 2025Q4: 2,508 shares; 2026Q1: 2,038 shares; 2026Q2: 2,038 shares 2,038 $1.18M 0.06% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,543,260 shares; 2024Q4: 55,614 shares; 2025Q1: 55,614 shares; 2025Q2: 56,352 shares; 2025Q3: 54,852 shares; 2025Q4: 46,372 shares; 2026Q1: 46,002 shares; 2026Q2: 42,841 shares 42,841 $1.18M 0.06% -3,161 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: 24,660 shares; 2024Q4: 22,792 shares; 2025Q1: 22,792 shares; 2025Q2: 14,020 shares; 2025Q3: 14,020 shares; 2025Q4: 13,955 shares; 2026Q1: 13,945 shares; 2026Q2: 13,945 shares 13,945 $1.17M 0.06% 0 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: 4,446 shares; 2024Q4: 4,459 shares; 2025Q1: 4,391 shares; 2025Q2: 4,184 shares; 2025Q3: 6,430 shares; 2025Q4: 4,677 shares; 2026Q1: 7,151 shares; 2026Q2: 6,972 shares 6,972 $1.16M 0.06% -179 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: 10,278 shares; 2025Q4: 9,454 shares; 2026Q1: 8,256 shares; 2026Q2: 8,251 shares 8,251 $1.15M 0.06% -5 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,695 shares; 2024Q4: 40,695 shares; 2025Q1: 31,160 shares; 2025Q2: 31,160 shares; 2025Q3: 31,160 shares; 2025Q4: 31,160 shares; 2026Q1: 31,160 shares; 2026Q2: 31,160 shares 31,160 $1.13M 0.06% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,092 shares; 2024Q4: 6,871 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,705 shares; 2025Q4: 7,327 shares; 2026Q1: 7,213 shares; 2026Q2: 7,213 shares 7,213 $1.1M 0.06% 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: 2,880 shares; 2026Q2: 2,660 shares 2,660 $1.06M 0.05% -220 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: 2,513 shares; 2024Q4: 3,279 shares; 2025Q1: 2,494 shares; 2025Q2: 2,665 shares; 2025Q3: 2,753 shares; 2025Q4: 1,115 shares; 2026Q1: 1,164 shares; 2026Q2: 886 shares 886 $1.04M 0.05% -278 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,500 shares; 2024Q4: 18,500 shares; 2025Q1: 18,500 shares; 2025Q2: 18,500 shares; 2025Q3: 18,500 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares 18,500 $1.04M 0.05% 0 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: 2,270 shares; 2024Q4: 1,846 shares; 2025Q1: not reported; 2025Q2: 1,488 shares; 2025Q3: 3,776 shares; 2025Q4: 2,097 shares; 2026Q1: 5,109 shares; 2026Q2: 4,955 shares 4,955 $1.04M 0.05% -154 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: 7,216 shares; 2024Q4: 7,257 shares; 2025Q1: 7,090 shares; 2025Q2: 7,090 shares; 2025Q3: 7,374 shares; 2025Q4: 7,138 shares; 2026Q1: 7,114 shares; 2026Q2: 7,123 shares 7,123 $1.03M 0.05% +9 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: 16,182 shares; 2024Q4: 15,551 shares; 2025Q1: 14,621 shares; 2025Q2: 14,621 shares; 2025Q3: 14,621 shares; 2025Q4: 14,621 shares; 2026Q1: 13,573 shares; 2026Q2: 13,338 shares 13,338 $1.01M 0.05% -235 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: 9,922 shares; 2024Q4: 9,455 shares; 2025Q1: 8,090 shares; 2025Q2: 6,965 shares; 2025Q3: 11,977 shares; 2025Q4: 9,792 shares; 2026Q1: 18,334 shares; 2026Q2: 17,454 shares 17,454 $995K 0.05% -880 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,557 shares; 2024Q4: 4,196 shares; 2025Q1: 4,213 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,993 shares; 2026Q1: 2,971 shares; 2026Q2: 2,967 shares 2,967 $984K 0.05% -4 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: 2,067 shares; 2026Q2: 1,962 shares 1,962 $971K 0.05% -105 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,766 shares; 2024Q4: 1,703 shares; 2025Q1: 1,677 shares; 2025Q2: 1,694 shares; 2025Q3: 1,725 shares; 2025Q4: 1,718 shares; 2026Q1: 5,572 shares; 2026Q2: 5,066 shares 5,066 $965K 0.05% -506 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,050 shares; 2026Q2: 5,414 shares 5,414 $955K 0.05% -636 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,175 shares; 2024Q4: 17,175 shares; 2025Q1: 17,175 shares; 2025Q2: 17,175 shares; 2025Q3: 17,175 shares; 2025Q4: 17,175 shares; 2026Q1: 17,175 shares; 2026Q2: 17,175 shares 17,175 $908K 0.05% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,838 shares; 2024Q4: 10,838 shares; 2025Q1: 10,838 shares; 2025Q2: 10,838 shares; 2025Q3: 10,838 shares; 2025Q4: 10,838 shares; 2026Q1: 10,838 shares; 2026Q2: 8,848 shares 8,848 $905K 0.05% -1,990 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,665 shares; 2024Q4: 2,408 shares; 2025Q1: 2,438 shares; 2025Q2: 2,401 shares; 2025Q3: 2,507 shares; 2025Q4: 2,534 shares; 2026Q1: 4,207 shares; 2026Q2: 4,060 shares 4,060 $895K 0.05% -147 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: 10,570 shares; 2024Q4: 11,073 shares; 2025Q1: 10,633 shares; 2025Q2: 7,861 shares; 2025Q3: 8,367 shares; 2025Q4: 6,556 shares; 2026Q1: 5,417 shares; 2026Q2: 5,930 shares 5,930 $879K 0.04% +513 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,334 shares; 2026Q2: 7,334 shares 7,334 $874K 0.04% 0 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: 5,240 shares; 2024Q4: 5,249 shares; 2025Q1: 4,901 shares; 2025Q2: 4,813 shares; 2025Q3: 4,861 shares; 2025Q4: 4,902 shares; 2026Q1: 4,943 shares; 2026Q2: 4,992 shares 4,992 $870K 0.04% +49 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: 3,546 shares; 2024Q4: 3,097 shares; 2025Q1: 2,909 shares; 2025Q2: 2,685 shares; 2025Q3: 2,810 shares; 2025Q4: 2,704 shares; 2026Q1: 2,859 shares; 2026Q2: 2,419 shares 2,419 $853K 0.04% -440 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: 4,661 shares; 2024Q4: 4,448 shares; 2025Q1: 4,484 shares; 2025Q2: 4,298 shares; 2025Q3: 5,242 shares; 2025Q4: 4,538 shares; 2026Q1: 4,313 shares; 2026Q2: 4,468 shares 4,468 $848K 0.04% +155 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: 528 shares; 2026Q2: 421 shares 421 $838K 0.04% -107 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE 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: 3,589 shares; 2026Q2: 3,364 shares 3,364 $825K 0.04% -225 Timeline UPGD 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 $819K 0.04% 0 Timeline PEY 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: 43,928 shares; 2024Q4: 43,928 shares; 2025Q1: 38,114 shares; 2025Q2: 34,514 shares; 2025Q3: 34,514 shares; 2025Q4: 34,514 shares; 2026Q1: 34,514 shares; 2026Q2: 34,514 shares 34,514 $800K 0.04% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,089 shares; 2024Q4: 7,805 shares; 2025Q1: 8,092 shares; 2025Q2: 7,786 shares; 2025Q3: 7,495 shares; 2025Q4: 8,100 shares; 2026Q1: 8,426 shares; 2026Q2: 8,168 shares 8,168 $797K 0.04% -258 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,936 shares; 2024Q4: 21,883 shares; 2025Q1: 21,883 shares; 2025Q2: 21,883 shares; 2025Q3: 21,883 shares; 2025Q4: 12,219 shares; 2026Q1: 12,219 shares; 2026Q2: 12,293 shares 12,293 $767K 0.04% +74 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,325 shares; 2026Q2: 7,525 shares 7,525 $766K 0.04% -800 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,762 shares; 2024Q4: 6,762 shares; 2025Q1: 6,762 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,769 shares; 2026Q1: 6,769 shares; 2026Q2: 6,769 shares 6,769 $765K 0.04% 0 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: 8 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares; 2026Q2: 1 shares 1 $749K 0.04% -2 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: 3,278 shares; 2024Q4: 3,278 shares; 2025Q1: 3,278 shares; 2025Q2: 3,278 shares; 2025Q3: 2,878 shares; 2025Q4: 3,281 shares; 2026Q1: 3,221 shares; 2026Q2: 3,157 shares 3,157 $747K 0.04% -64 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,426 shares; 2024Q4: 8,183 shares; 2025Q1: 6,643 shares; 2025Q2: 6,343 shares; 2025Q3: 6,003 shares; 2025Q4: 6,003 shares; 2026Q1: 5,932 shares; 2026Q2: 5,932 shares 5,932 $738K 0.04% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,622 shares; 2024Q4: 5,361 shares; 2025Q1: 3,622 shares; 2025Q2: 3,627 shares; 2025Q3: 3,622 shares; 2025Q4: 3,354 shares; 2026Q1: 3,301 shares; 2026Q2: 3,301 shares 3,301 $724K 0.04% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 14,936 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,457 shares; 2025Q4: not reported; 2026Q1: 2,231 shares; 2026Q2: 2,139 shares 2,139 $716K 0.04% -92 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: 1,599 shares; 2024Q4: 1,489 shares; 2025Q1: 1,428 shares; 2025Q2: 1,000 shares; 2025Q3: 1,136 shares; 2025Q4: 1,065 shares; 2026Q1: 2,351 shares; 2026Q2: 2,266 shares 2,266 $713K 0.04% -85 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,469 shares; 2026Q2: 3,184 shares 3,184 $710K 0.04% -285 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: 5,912 shares; 2024Q4: 5,850 shares; 2025Q1: 5,466 shares; 2025Q2: 4,821 shares; 2025Q3: 5,120 shares; 2025Q4: 5,197 shares; 2026Q1: 4,717 shares; 2026Q2: 2,760 shares 2,760 $695K 0.04% -1,957 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,887 shares; 2024Q4: 35,661 shares; 2025Q1: 35,661 shares; 2025Q2: 35,661 shares; 2025Q3: 35,661 shares; 2025Q4: 23,449 shares; 2026Q1: 23,449 shares; 2026Q2: 23,449 shares 23,449 $690K 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 947 shares; 2026Q2: 947 shares 947 $682K 0.03% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,055 shares; 2024Q4: 10,055 shares; 2025Q1: 10,055 shares; 2025Q2: 10,055 shares; 2025Q3: 10,055 shares; 2025Q4: 10,055 shares; 2026Q1: 10,055 shares; 2026Q2: 10,055 shares 10,055 $674K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: not reported; 2026Q2: 583 shares 583 $673K 0.03% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,937 shares; 2024Q4: 3,852 shares; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 3,940 shares; 2025Q4: 3,852 shares; 2026Q1: 3,852 shares; 2026Q2: 3,852 shares 3,852 $653K 0.03% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 1,178 shares; 2025Q2: 1,544 shares; 2025Q3: 1,544 shares; 2025Q4: 1,767 shares; 2026Q1: 1,767 shares; 2026Q2: 1,767 shares 1,767 $646K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,028 shares; 2024Q4: 10,341 shares; 2025Q1: 9,432 shares; 2025Q2: 9,337 shares; 2025Q3: 9,807 shares; 2025Q4: 9,585 shares; 2026Q1: 11,349 shares; 2026Q2: 11,299 shares 11,299 $637K 0.03% -50 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,917 shares; 2024Q4: 3,090 shares; 2025Q1: 2,948 shares; 2025Q2: 2,936 shares; 2025Q3: 2,997 shares; 2025Q4: 3,038 shares; 2026Q1: 3,017 shares; 2026Q2: 2,838 shares 2,838 $635K 0.03% -179 Timeline VIS 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: 1,710 shares; 2026Q1: 1,710 shares; 2026Q2: 1,710 shares 1,710 $616K 0.03% 0 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,503 shares; 2024Q4: not reported; 2025Q1: 4,119 shares; 2025Q2: 4,219 shares; 2025Q3: 4,219 shares; 2025Q4: 3,384 shares; 2026Q1: 5,016 shares; 2026Q2: 5,016 shares 5,016 $594K 0.03% 0 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: 3,156 shares; 2024Q4: 3,131 shares; 2025Q1: 3,198 shares; 2025Q2: 3,399 shares; 2025Q3: 3,435 shares; 2025Q4: 5,591 shares; 2026Q1: 3,231 shares; 2026Q2: 3,231 shares 3,231 $584K 0.03% 0 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: 1,330 shares; 2024Q4: 1,316 shares; 2025Q1: 1,294 shares; 2025Q2: 1,164 shares; 2025Q3: 1,277 shares; 2025Q4: 1,257 shares; 2026Q1: 1,186 shares; 2026Q2: 1,131 shares 1,131 $576K 0.03% -55 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,565 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,469 shares; 2025Q3: 1,446 shares; 2025Q4: 1,446 shares; 2026Q1: 1,446 shares; 2026Q2: 1,446 shares 1,446 $570K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,651 shares; 2026Q2: 3,732 shares 3,732 $565K 0.03% -919 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE 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: 9,790 shares 9,790 $565K 0.03% new Timeline MBIN MERCHANTS BANCORP IND More: the full row for MERCHANTS BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,137 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,137 shares; 2025Q3: 11,137 shares; 2025Q4: 11,137 shares; 2026Q1: 11,137 shares; 2026Q2: 11,137 shares 11,137 $557K 0.03% 0 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: 13,511 shares; 2024Q4: 13,791 shares; 2025Q1: 9,451 shares; 2025Q2: 9,627 shares; 2025Q3: 9,542 shares; 2025Q4: 10,777 shares; 2026Q1: 7,232 shares; 2026Q2: 5,756 shares 5,756 $555K 0.03% -1,476 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,330 shares; 2024Q4: 14,330 shares; 2025Q1: 14,330 shares; 2025Q2: 14,330 shares; 2025Q3: 14,330 shares; 2025Q4: 10,040 shares; 2026Q1: 10,040 shares; 2026Q2: 10,040 shares 10,040 $552K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,284 shares; 2024Q4: not reported; 2025Q1: 1,254 shares; 2025Q2: 1,184 shares; 2025Q3: 1,217 shares; 2025Q4: not reported; 2026Q1: 4,440 shares; 2026Q2: 4,414 shares 4,414 $543K 0.03% -26 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,395 shares; 2024Q4: 9,395 shares; 2025Q1: 9,379 shares; 2025Q2: 9,379 shares; 2025Q3: 9,379 shares; 2025Q4: 9,379 shares; 2026Q1: 9,379 shares; 2026Q2: 9,379 shares 9,379 $541K 0.03% 0 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,634 shares 27,634 $540K 0.03% new 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: 5,854 shares; 2024Q4: 5,809 shares; 2025Q1: 4,538 shares; 2025Q2: 4,213 shares; 2025Q3: 5,161 shares; 2025Q4: 4,959 shares; 2026Q1: 4,165 shares; 2026Q2: 4,171 shares 4,171 $536K 0.03% +6 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: 6,788 shares; 2024Q4: 6,459 shares; 2025Q1: 7,393 shares; 2025Q2: 6,719 shares; 2025Q3: 7,703 shares; 2025Q4: 6,668 shares; 2026Q1: 7,467 shares; 2026Q2: 6,457 shares 6,457 $534K 0.03% -1,010 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,315 shares; 2024Q4: 5,157 shares; 2025Q1: 4,951 shares; 2025Q2: 5,303 shares; 2025Q3: 5,924 shares; 2025Q4: 6,056 shares; 2026Q1: 6,253 shares; 2026Q2: 5,319 shares 5,319 $512K 0.03% -934 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: not reported; 2026Q1: 1,400 shares; 2026Q2: 1,426 shares 1,426 $505K 0.03% +26 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: 14,925 shares; 2024Q4: 8,426 shares; 2025Q1: 8,204 shares; 2025Q2: 8,204 shares; 2025Q3: 8,706 shares; 2025Q4: 8,805 shares; 2026Q1: 8,224 shares; 2026Q2: 8,211 shares 8,211 $496K 0.03% -13 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: 1,803 shares; 2024Q4: 1,732 shares; 2025Q1: 1,803 shares; 2025Q2: 1,658 shares; 2025Q3: 1,964 shares; 2025Q4: 1,439 shares; 2026Q1: 3,137 shares; 2026Q2: 3,149 shares 3,149 $493K 0.02% +12 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: 1,626 shares; 2025Q2: 974 shares; 2025Q3: 1,063 shares; 2025Q4: 1,078 shares; 2026Q1: 1,039 shares; 2026Q2: 1,024 shares 1,024 $489K 0.02% -15 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: 645 shares; 2025Q1: 630 shares; 2025Q2: 455 shares; 2025Q3: 767 shares; 2025Q4: 637 shares; 2026Q1: 611 shares; 2026Q2: 471 shares 471 $476K 0.02% -140 Timeline WTAI 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: 9,854 shares; 2025Q4: 9,854 shares; 2026Q1: 9,854 shares; 2026Q2: 9,854 shares 9,854 $468K 0.02% 0 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: 10,102 shares; 2024Q4: 9,937 shares; 2025Q1: 4,238 shares; 2025Q2: 3,913 shares; 2025Q3: 4,704 shares; 2025Q4: 4,565 shares; 2026Q1: 3,880 shares; 2026Q2: 3,951 shares 3,951 $464K 0.02% +71 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: 3,967 shares; 2024Q4: 3,642 shares; 2025Q1: 3,025 shares; 2025Q2: 1,890 shares; 2025Q3: 2,320 shares; 2025Q4: 2,350 shares; 2026Q1: 1,958 shares; 2026Q2: 1,352 shares 1,352 $464K 0.02% -606 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,998 shares; 2024Q4: 2,998 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,998 shares; 2025Q4: 2,998 shares; 2026Q1: 2,998 shares; 2026Q2: 2,998 shares 2,998 $463K 0.02% 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: 9,352 shares; 2024Q4: 9,235 shares; 2025Q1: 9,235 shares; 2025Q2: 9,132 shares; 2025Q3: 9,692 shares; 2025Q4: 9,771 shares; 2026Q1: 9,496 shares; 2026Q2: 9,496 shares 9,496 $441K 0.02% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,501 shares; 2024Q4: 5,534 shares; 2025Q1: 5,504 shares; 2025Q2: 5,405 shares; 2025Q3: 5,565 shares; 2025Q4: 5,434 shares; 2026Q1: 5,413 shares; 2026Q2: 5,413 shares 5,413 $439K 0.02% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,564 shares; 2026Q2: 5,964 shares 5,964 $437K 0.02% -3,600 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 555 shares; 2026Q1: 555 shares; 2026Q2: 680 shares 680 $436K 0.02% +125 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 336 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares; 2026Q2: 847 shares 847 $425K 0.02% -77 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,237 shares; 2024Q4: 1,177 shares; 2025Q1: 1,176 shares; 2025Q2: 950 shares; 2025Q3: 959 shares; 2025Q4: 949 shares; 2026Q1: 1,206 shares; 2026Q2: 806 shares 806 $418K 0.02% -400 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 87 shares; 2026Q2: 2,188 shares 2,188 $390K 0.02% +2,101 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,728 shares; 2024Q4: 9,309 shares; 2025Q1: 5,205 shares; 2025Q2: 5,026 shares; 2025Q3: 5,150 shares; 2025Q4: 5,868 shares; 2026Q1: 5,040 shares; 2026Q2: 5,051 shares 5,051 $389K 0.02% +11 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,997 shares; 2026Q2: 4,969 shares 4,969 $385K 0.02% -28 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,454 shares; 2024Q4: 3,454 shares; 2025Q1: 3,060 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 2,669 shares; 2026Q1: 2,625 shares; 2026Q2: 2,637 shares 2,637 $383K 0.02% +12 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,260 shares; 2026Q2: 5,240 shares 5,240 $378K 0.02% -20 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,687 shares 1,687 $366K 0.02% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,296 shares; 2024Q4: 3,224 shares; 2025Q1: 3,226 shares; 2025Q2: 3,216 shares; 2025Q3: 3,180 shares; 2025Q4: 3,180 shares; 2026Q1: 3,180 shares; 2026Q2: 3,327 shares 3,327 $364K 0.02% +147 Timeline LIT 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: 4,637 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,637 shares; 2025Q4: 4,637 shares; 2026Q1: 4,637 shares; 2026Q2: 4,637 shares 4,637 $363K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,078 shares; 2024Q4: not reported; 2025Q1: 1,672 shares; 2025Q2: not reported; 2025Q3: 2,010 shares; 2025Q4: 1,985 shares; 2026Q1: 2,829 shares; 2026Q2: 2,835 shares 2,835 $359K 0.02% +6 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,813 shares; 2024Q4: 1,783 shares; 2025Q1: 1,832 shares; 2025Q2: 1,785 shares; 2025Q3: 1,861 shares; 2025Q4: 1,892 shares; 2026Q1: 2,405 shares; 2026Q2: 1,615 shares 1,615 $353K 0.02% -790 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: 1,404 shares; 2024Q4: 1,272 shares; 2025Q1: 1,345 shares; 2025Q2: 1,312 shares; 2025Q3: 2,012 shares; 2025Q4: 2,112 shares; 2026Q1: 1,942 shares; 2026Q2: 1,011 shares 1,011 $342K 0.02% -931 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,930 shares; 2024Q4: 31,930 shares; 2025Q1: 15,965 shares; 2025Q2: 16,601 shares; 2025Q3: 16,601 shares; 2025Q4: 16,601 shares; 2026Q1: 16,601 shares; 2026Q2: 16,601 shares 16,601 $340K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,480 shares; 2024Q4: 7,436 shares; 2025Q1: 7,100 shares; 2025Q2: 7,034 shares; 2025Q3: 7,787 shares; 2025Q4: 7,771 shares; 2026Q1: 7,072 shares; 2026Q2: 7,072 shares 7,072 $336K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,484 shares; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,615 shares; 2025Q4: 1,624 shares; 2026Q1: 1,488 shares; 2026Q2: 1,488 shares 1,488 $334K 0.02% 0 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,077 shares; 2024Q4: 8,075 shares; 2025Q1: 8,077 shares; 2025Q2: 10,668 shares; 2025Q3: 10,668 shares; 2025Q4: 10,718 shares; 2026Q1: 10,668 shares; 2026Q2: 10,668 shares 10,668 $333K 0.02% 0 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: 1,764 shares; 2024Q4: 1,660 shares; 2025Q1: 1,688 shares; 2025Q2: 1,599 shares; 2025Q3: 1,599 shares; 2025Q4: 1,313 shares; 2026Q1: 1,344 shares; 2026Q2: 1,294 shares 1,294 $331K 0.02% -50 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: 3,661 shares; 2024Q4: 3,155 shares; 2025Q1: 2,786 shares; 2025Q2: 2,285 shares; 2025Q3: 2,782 shares; 2025Q4: 2,667 shares; 2026Q1: 2,271 shares; 2026Q2: 2,426 shares 2,426 $328K 0.02% +155 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,589 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 2,884 shares; 2025Q3: 3,589 shares; 2025Q4: 3,589 shares; 2026Q1: 3,391 shares; 2026Q2: 3,391 shares 3,391 $327K 0.02% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,916 shares; 2024Q4: 1,886 shares; 2025Q1: 1,886 shares; 2025Q2: 1,877 shares; 2025Q3: 2,062 shares; 2025Q4: 2,081 shares; 2026Q1: 1,882 shares; 2026Q2: 1,882 shares 1,882 $324K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,354 shares; 2026Q1: 1,344 shares; 2026Q2: 1,344 shares 1,344 $319K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares; 2026Q2: 2,095 shares 2,095 $319K 0.02% +795 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,127 shares; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 4,139 shares; 2025Q3: 4,222 shares; 2025Q4: 4,139 shares; 2026Q1: 4,139 shares; 2026Q2: 4,139 shares 4,139 $317K 0.02% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,224 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,282 shares; 2026Q1: 10,090 shares; 2026Q2: 10,049 shares 10,049 $315K 0.02% -41 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: 78 shares; 2024Q4: 78 shares; 2025Q1: 78 shares; 2025Q2: 78 shares; 2025Q3: 78 shares; 2025Q4: 4,106 shares; 2026Q1: 4,106 shares; 2026Q2: 2,676 shares 2,676 $314K 0.02% -1,430 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,676 shares; 2024Q4: 1,842 shares; 2025Q1: 3,998 shares; 2025Q2: 3,954 shares; 2025Q3: 3,913 shares; 2025Q4: 3,358 shares; 2026Q1: 3,334 shares; 2026Q2: 3,334 shares 3,334 $306K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,422 shares; 2025Q2: 1,335 shares; 2025Q3: 1,395 shares; 2025Q4: 1,432 shares; 2026Q1: 1,352 shares; 2026Q2: 1,344 shares 1,344 $305K 0.02% -8 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares; 2026Q2: 1,200 shares 1,200 $303K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,417 shares; 2024Q4: 2,306 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,319 shares; 2026Q1: 2,312 shares; 2026Q2: 2,298 shares 2,298 $298K 0.02% -14 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,272 shares; 2024Q4: 8,272 shares; 2025Q1: 8,480 shares; 2025Q2: 8,272 shares; 2025Q3: 8,272 shares; 2025Q4: 8,182 shares; 2026Q1: 8,095 shares; 2026Q2: 7,884 shares 7,884 $291K 0.01% -211 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,522 shares; 2026Q2: 1,522 shares 1,522 $289K 0.01% 0 Timeline BGSF BGSF INC More: the full row for BGSF 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: 50,368 shares 50,368 $288K 0.01% new Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares; 2026Q2: 16,020 shares 16,020 $287K 0.01% +20 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: 5,086 shares; 2024Q4: 5,236 shares; 2025Q1: 4,925 shares; 2025Q2: 4,836 shares; 2025Q3: 4,836 shares; 2025Q4: 4,780 shares; 2026Q1: 4,808 shares; 2026Q2: 4,959 shares 4,959 $286K 0.01% +151 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares; 2026Q2: 18,000 shares 18,000 $284K 0.01% 0 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: 47,056 shares; 2024Q4: 48,993 shares; 2025Q1: 44,766 shares; 2025Q2: 45,190 shares; 2025Q3: 45,711 shares; 2025Q4: 20,310 shares; 2026Q1: 20,194 shares; 2026Q2: 20,330 shares 20,330 $283K 0.01% +136 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: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,420 shares 3,420 $283K 0.01% 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: 3,448 shares; 2024Q4: 3,494 shares; 2025Q1: 3,371 shares; 2025Q2: 3,382 shares; 2025Q3: 3,502 shares; 2025Q4: 3,418 shares; 2026Q1: 3,328 shares; 2026Q2: 3,211 shares 3,211 $279K 0.01% -117 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares; 2026Q2: 2,600 shares 2,600 $279K 0.01% 0 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: 8,744 shares; 2024Q4: 6,915 shares; 2025Q1: 6,965 shares; 2025Q2: 7,017 shares; 2025Q3: 7,324 shares; 2025Q4: 7,380 shares; 2026Q1: 7,592 shares; 2026Q2: 7,480 shares 7,480 $275K 0.01% -112 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: 4,640 shares; 2024Q4: 3,836 shares; 2025Q1: 3,892 shares; 2025Q2: 3,397 shares; 2025Q3: 3,390 shares; 2025Q4: 3,456 shares; 2026Q1: 3,319 shares; 2026Q2: 2,406 shares 2,406 $275K 0.01% -913 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,034 shares; 2024Q4: 13,034 shares; 2025Q1: 13,034 shares; 2025Q2: 13,034 shares; 2025Q3: 9,834 shares; 2025Q4: 9,834 shares; 2026Q1: 9,834 shares; 2026Q2: 9,834 shares 9,834 $273K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,343 shares; 2024Q4: 2,262 shares; 2025Q1: 1,774 shares; 2025Q2: 1,747 shares; 2025Q3: 1,944 shares; 2025Q4: 1,821 shares; 2026Q1: 1,760 shares; 2026Q2: 753 shares 753 $273K 0.01% -1,007 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,528 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares; 2026Q2: 30,000 shares 30,000 $260K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,154 shares 1,154 $258K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 767 shares; 2025Q1: 796 shares; 2025Q2: 962 shares; 2025Q3: 1,024 shares; 2025Q4: 1,013 shares; 2026Q1: 970 shares; 2026Q2: 983 shares 983 $257K 0.01% +13 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,153 shares 1,153 $255K 0.01% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 3,154 shares 3,154 $254K 0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,997 shares; 2024Q4: 1,997 shares; 2025Q1: 1,997 shares; 2025Q2: 1,997 shares; 2025Q3: 1,997 shares; 2025Q4: 1,981 shares; 2026Q1: 1,981 shares; 2026Q2: 1,898 shares 1,898 $251K 0.01% -83 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,327 shares; 2024Q4: 2,313 shares; 2025Q1: 2,303 shares; 2025Q2: 2,303 shares; 2025Q3: 2,303 shares; 2025Q4: 6,633 shares; 2026Q1: 2,303 shares; 2026Q2: 2,387 shares 2,387 $250K 0.01% +84 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: 229 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 403 shares; 2025Q4: 389 shares; 2026Q1: 703 shares; 2026Q2: 253 shares 253 $243K 0.01% -450 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,451 shares; 2025Q4: 3,451 shares; 2026Q1: 3,164 shares; 2026Q2: 3,164 shares 3,164 $242K 0.01% 0 Timeline VDE 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares; 2026Q2: 1,600 shares 1,600 $240K 0.01% -100 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,182 shares; 2024Q4: 1,122 shares; 2025Q1: 1,035 shares; 2025Q2: 1,033 shares; 2025Q3: 1,183 shares; 2025Q4: 2,762 shares; 2026Q1: 1,117 shares; 2026Q2: 1,039 shares 1,039 $233K 0.01% -78 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: 2,383 shares; 2024Q4: 1,875 shares; 2025Q1: 1,375 shares; 2025Q2: 1,264 shares; 2025Q3: 1,427 shares; 2025Q4: 1,371 shares; 2026Q1: not reported; 2026Q2: 1,257 shares 1,257 $232K 0.01% new 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: 3,495 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,354 shares; 2025Q4: 3,627 shares; 2026Q1: 3,370 shares; 2026Q2: 3,380 shares 3,380 $231K 0.01% +10 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: 100 shares 100 $227K 0.01% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,653 shares; 2024Q4: 1,544 shares; 2025Q1: 1,537 shares; 2025Q2: 1,816 shares; 2025Q3: 2,054 shares; 2025Q4: 1,956 shares; 2026Q1: 1,871 shares; 2026Q2: 1,823 shares 1,823 $227K 0.01% -48 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: 728 shares 728 $217K 0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP 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: not reported; 2026Q2: 2,008 shares 2,008 $216K 0.01% new 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: 3,370 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,045 shares 2,045 $212K 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,025 shares; 2025Q4: 1,184 shares; 2026Q1: 1,184 shares; 2026Q2: 1,184 shares 1,184 $209K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 1,535 shares; 2026Q1: 1,175 shares; 2026Q2: 1,299 shares 1,299 $206K 0.01% +124 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,436 shares; 2024Q4: 1,436 shares; 2025Q1: 1,436 shares; 2025Q2: 1,436 shares; 2025Q3: 1,436 shares; 2025Q4: 1,699 shares; 2026Q1: 1,699 shares; 2026Q2: 1,539 shares 1,539 $204K 0.01% -160 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 645 shares; 2026Q2: 645 shares 645 $202K 0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,066 shares; 2024Q4: 1,069 shares; 2025Q1: 1,072 shares; 2025Q2: 1,074 shares; 2025Q3: 1,077 shares; 2025Q4: 1,080 shares; 2026Q1: 1,082 shares; 2026Q2: 1,084 shares 1,084 $198K 0.01% +2 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,074 shares; 2024Q4: 1,075 shares; 2025Q1: 1,076 shares; 2025Q2: 1,077 shares; 2025Q3: 1,077 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares; 2026Q2: 1,080 shares 1,080 $193K 0.01% +1 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: 1,891 shares; 2024Q4: 1,891 shares; 2025Q1: 1,891 shares; 2025Q2: 1,891 shares; 2025Q3: 1,891 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares; 2026Q2: 899 shares 899 $191K 0.01% -992 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 3,085 shares; 2025Q2: 3,095 shares; 2025Q3: 3,095 shares; 2025Q4: 3,528 shares; 2026Q1: 2,415 shares; 2026Q2: 2,415 shares 2,415 $165K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,355 shares; 2026Q1: 1,980 shares; 2026Q2: 1,980 shares 1,980 $164K 0.01% 0 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: 5,462 shares; 2024Q4: 5,462 shares; 2025Q1: 5,462 shares; 2025Q2: 5,462 shares; 2025Q3: 5,462 shares; 2025Q4: 5,462 shares; 2026Q1: 1,018 shares; 2026Q2: 1,018 shares 1,018 $149K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 775 shares; 2026Q1: 775 shares; 2026Q2: 775 shares 775 $144K 0.01% 0 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: 3,149 shares; 2024Q4: 2,915 shares; 2025Q1: 981 shares; 2025Q2: 1,263 shares; 2025Q3: 907 shares; 2025Q4: 8,642 shares; 2026Q1: 1,107 shares; 2026Q2: 1,368 shares 1,368 $135K 0.01% +261 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,106 shares; 2024Q4: 1,119 shares; 2025Q1: 537 shares; 2025Q2: 537 shares; 2025Q3: 537 shares; 2025Q4: 537 shares; 2026Q1: 537 shares; 2026Q2: 537 shares 537 $130K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,790 shares; 2026Q1: 2,790 shares; 2026Q2: 2,790 shares 2,790 $126K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,603 shares; 2024Q4: 1,603 shares; 2025Q1: 1,613 shares; 2025Q2: 1,635 shares; 2025Q3: 1,635 shares; 2025Q4: 1,635 shares; 2026Q1: 1,635 shares; 2026Q2: 1,532 shares 1,532 $126K 0.01% -103 Timeline VFH 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: 3 shares; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 950 shares; 2026Q1: 950 shares; 2026Q2: 950 shares 950 $125K 0.01% 0 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: 2,440 shares; 2026Q1: 2,440 shares; 2026Q2: 2,440 shares 2,440 $124K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,965 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,985 shares 1,985 $117K 0.01% new Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,337 shares; 2024Q4: 8,405 shares; 2025Q1: 8,563 shares; 2025Q2: 8,509 shares; 2025Q3: 8,360 shares; 2025Q4: 8,405 shares; 2026Q1: 1,670 shares; 2026Q2: 1,677 shares 1,677 $117K 0.01% +7 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,174 shares; 2024Q4: 2,919 shares; 2025Q1: 2,919 shares; 2025Q2: 2,919 shares; 2025Q3: 2,919 shares; 2025Q4: 3,249 shares; 2026Q1: 1,747 shares; 2026Q2: 1,417 shares 1,417 $115K 0.01% -330 Timeline VTWV 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: 541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 541 shares 541 $106K 0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,537 shares; 2024Q4: 2,537 shares; 2025Q1: 2,537 shares; 2025Q2: 2,537 shares; 2025Q3: 2,537 shares; 2025Q4: 2,537 shares; 2026Q1: 2,537 shares; 2026Q2: 2,537 shares 2,537 $100K 0.01% 0 Timeline MGC 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: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares; 2026Q2: 360 shares 360 $98.5K <0.01% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 651 shares; 2025Q1: 651 shares; 2025Q2: 651 shares; 2025Q3: 657 shares; 2025Q4: 657 shares; 2026Q1: 657 shares; 2026Q2: 662 shares 662 $95.9K <0.01% +5 Timeline QTI QT IMAGING HLDGS INC More: the full row for QT IMAGING 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: 20,565 shares; 2026Q2: 20,565 shares 20,565 $83.7K <0.01% 0 Timeline IVR INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE 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: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $79K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares; 2026Q2: 600 shares 600 $70.5K <0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 704 shares; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 684 shares; 2026Q1: 684 shares; 2026Q2: 409 shares 409 $60.4K <0.01% -275 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: 525 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,775 shares 1,775 $51.4K <0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,099 shares; 2024Q4: 1,099 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 1,099 shares; 2025Q4: 1,099 shares; 2026Q1: 1,099 shares; 2026Q2: 1,099 shares 1,099 $46.2K <0.01% 0 Timeline ITB 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: 350 shares 350 $36.6K <0.01% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 651 shares; 2024Q4: 668 shares; 2025Q1: 668 shares; 2025Q2: 94 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares; 2026Q2: 179 shares 179 $35.4K <0.01% +144 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: 8,695 shares; 2024Q4: 8,695 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 470 shares; 2025Q4: 470 shares; 2026Q1: 620 shares; 2026Q2: 621 shares 621 $32.8K <0.01% +1 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 106 shares; 2024Q4: 106 shares; 2025Q1: 106 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 1,261 shares; 2026Q1: 1,261 shares; 2026Q2: 106 shares 106 $31.7K <0.01% -1,155 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: 606 shares; 2024Q4: 2,563 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 615 shares; 2025Q4: 615 shares; 2026Q1: 606 shares; 2026Q2: 606 shares 606 $30.5K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 617 shares; 2026Q2: 617 shares 617 $30.3K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 157 shares; 2024Q4: 157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,670 shares; 2026Q1: not reported; 2026Q2: 555 shares 555 $29.1K <0.01% new Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 329 shares 329 $27.1K <0.01% new 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: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 200 shares 200 $25.6K <0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,338 shares; 2024Q4: 4,338 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 305 shares; 2026Q1: 305 shares; 2026Q2: 160 shares 160 $25K <0.01% -145 Timeline XLRE 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares; 2026Q2: 500 shares 500 $22K <0.01% 0 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: 4,032 shares; 2024Q4: 2,934 shares; 2025Q1: 2,544 shares; 2025Q2: 2,730 shares; 2025Q3: 2,544 shares; 2025Q4: 251 shares; 2026Q1: 251 shares; 2026Q2: 251 shares 251 $20.8K <0.01% 0 Timeline IVVD INVIVYD INC More: the full row for INVIVYD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,094 shares; 2025Q2: 23,094 shares; 2025Q3: 23,094 shares; 2025Q4: 23,094 shares; 2026Q1: 23,094 shares; 2026Q2: 23,094 shares 23,094 $20.1K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 152 shares; 2026Q2: 152 shares 152 $15.5K <0.01% 0 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: 11,780 shares; 2024Q4: 10,181 shares; 2025Q1: 10,182 shares; 2025Q2: 8,868 shares; 2025Q3: 2,954 shares; 2025Q4: 13,460 shares; 2026Q1: 12,032 shares; 2026Q2: 283 shares 283 $15.2K <0.01% -11,749 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65 shares; 2024Q4: 66 shares; 2025Q1: 64 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 66 shares; 2026Q1: 66 shares; 2026Q2: 66 shares 66 $14.9K <0.01% 0 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57 shares; 2026Q1: 57 shares; 2026Q2: 57 shares 57 $13.7K <0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68 shares; 2024Q4: 68 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares; 2026Q2: 68 shares 68 $13.6K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 400 shares 400 $12.2K <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40 shares; 2024Q4: 2,205 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares; 2026Q2: 40 shares 40 $7.52K <0.01% 0 Timeline IXUS 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: 991 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares; 2026Q2: 73 shares 73 $6.97K <0.01% 0 Timeline DRIV 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: 156 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 160 shares; 2026Q2: 160 shares 160 $6.16K <0.01% 0 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: 65 shares; 2024Q4: 4,501 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares; 2026Q2: 55 shares 55 $6.06K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45 shares; 2026Q1: 45 shares; 2026Q2: 45 shares 45 $3.96K <0.01% 0 Timeline FNGR FINGERMOTION INC More: the full row for FINGERMOTION INC 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 $3.78K <0.01% 0 Timeline PGF 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: 241 shares; 2024Q4: 245 shares; 2025Q1: 248 shares; 2025Q2: 252 shares; 2025Q3: 256 shares; 2025Q4: 260 shares; 2026Q1: 264 shares; 2026Q2: 268 shares 268 $3.68K <0.01% +4 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 84 shares; 2026Q2: 84 shares 84 $2.14K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares; 2026Q2: 35 shares 35 $2.06K <0.01% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 28 shares; 2026Q2: 28 shares 28 $1.35K <0.01% 0 Timeline SCHP 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: not reported; 2026Q2: 1 shares 1 $27 <0.01% new Timeline