AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 149,338 shares; 2024Q4: 142,508 shares; 2025Q1: 141,310 shares; 2025Q2: 142,338 shares; 2025Q3: 141,990 shares; 2025Q4: 137,311 shares; 2026Q1: 135,212 shares; 2026Q2: 137,963 shares 137,963 $39.9M 3.19% +2,751 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: 78,903 shares; 2024Q4: 76,469 shares; 2025Q1: 75,258 shares; 2025Q2: 75,203 shares; 2025Q3: 75,169 shares; 2025Q4: 73,694 shares; 2026Q1: 71,973 shares; 2026Q2: 72,035 shares 72,035 $26.9M 2.15% +62 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: 32,116 shares; 2024Q4: 30,423 shares; 2025Q1: 34,956 shares; 2025Q2: 32,905 shares; 2025Q3: 32,716 shares; 2025Q4: 33,230 shares; 2026Q1: 33,988 shares; 2026Q2: 32,206 shares 32,206 $24.1M 1.92% -1,782 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: 144,238 shares; 2024Q4: 141,032 shares; 2025Q1: 152,184 shares; 2025Q2: 147,345 shares; 2025Q3: 148,114 shares; 2025Q4: 128,950 shares; 2026Q1: 124,794 shares; 2026Q2: 119,259 shares 119,259 $23.9M 1.91% -5,535 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: 68,877 shares; 2024Q4: 67,590 shares; 2025Q1: 66,400 shares; 2025Q2: 68,617 shares; 2025Q3: 65,824 shares; 2025Q4: 64,796 shares; 2026Q1: 61,311 shares; 2026Q2: 60,075 shares 60,075 $21.5M 1.72% -1,236 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: 78,443 shares; 2024Q4: 75,105 shares; 2025Q1: 78,038 shares; 2025Q2: 79,509 shares; 2025Q3: 78,253 shares; 2025Q4: 77,270 shares; 2026Q1: 78,217 shares; 2026Q2: 76,050 shares 76,050 $18.1M 1.45% -2,167 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: 45,907 shares; 2024Q4: 43,744 shares; 2025Q1: 45,217 shares; 2025Q2: 48,479 shares; 2025Q3: 47,589 shares; 2025Q4: 46,950 shares; 2026Q1: 45,072 shares; 2026Q2: 43,931 shares 43,931 $16.6M 1.33% -1,141 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: 19,609 shares; 2024Q4: 22,221 shares; 2025Q1: 22,982 shares; 2025Q2: 20,507 shares; 2025Q3: 23,649 shares; 2025Q4: 21,357 shares; 2026Q1: 22,053 shares; 2026Q2: 21,030 shares 21,030 $15.7M 1.26% -1,023 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,128 shares; 2024Q4: 19,446 shares; 2025Q1: 18,970 shares; 2025Q2: 20,056 shares; 2025Q3: 19,856 shares; 2025Q4: 20,198 shares; 2026Q1: 19,962 shares; 2026Q2: 19,295 shares 19,295 $14.2M 1.14% -667 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: 41,631 shares; 2024Q4: 37,712 shares; 2025Q1: 40,255 shares; 2025Q2: 39,471 shares; 2025Q3: 37,850 shares; 2025Q4: 37,714 shares; 2026Q1: 38,348 shares; 2026Q2: 36,000 shares 36,000 $12.7M 1.02% -2,348 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: 41,892 shares; 2024Q4: 39,415 shares; 2025Q1: 40,916 shares; 2025Q2: 42,171 shares; 2025Q3: 37,669 shares; 2025Q4: 36,757 shares; 2026Q1: 37,048 shares; 2026Q2: 36,638 shares 36,638 $12M 0.96% -410 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: 12,289 shares; 2024Q4: 11,430 shares; 2025Q1: 11,453 shares; 2025Q2: 11,979 shares; 2025Q3: 9,531 shares; 2025Q4: 8,922 shares; 2026Q1: 8,809 shares; 2026Q2: 9,688 shares 9,688 $11.6M 0.93% +879 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: 15,750 shares; 2024Q4: 15,904 shares; 2025Q1: 16,888 shares; 2025Q2: 17,318 shares; 2025Q3: 18,294 shares; 2025Q4: 18,318 shares; 2026Q1: 17,738 shares; 2026Q2: 16,631 shares 16,631 $11.4M 0.91% -1,107 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: 44,186 shares; 2024Q4: 43,306 shares; 2025Q1: 42,070 shares; 2025Q2: 40,571 shares; 2025Q3: 39,621 shares; 2025Q4: 39,331 shares; 2026Q1: 38,350 shares; 2026Q2: 38,497 shares 38,497 $9.78M 0.78% +147 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: 35,722 shares; 2024Q4: 36,384 shares; 2025Q1: 36,986 shares; 2025Q2: 37,765 shares; 2025Q3: 39,004 shares; 2025Q4: 38,893 shares; 2026Q1: 38,515 shares; 2026Q2: 37,952 shares 37,952 $9.55M 0.76% -563 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,971 shares; 2024Q4: 87,890 shares; 2025Q1: 84,994 shares; 2025Q2: 90,313 shares; 2025Q3: 86,085 shares; 2025Q4: 80,351 shares; 2026Q1: 80,663 shares; 2026Q2: 78,477 shares 78,477 $9.34M 0.75% -2,186 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 36,520 shares; 2024Q4: 33,569 shares; 2025Q1: 35,302 shares; 2025Q2: 31,540 shares; 2025Q3: 30,070 shares; 2025Q4: 29,656 shares; 2026Q1: 24,918 shares; 2026Q2: 23,878 shares 23,878 $8.84M 0.71% -1,040 Timeline 3041 University Ave LLC 3041 University Ave LLC More: the full row for 3041 University Ave LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $8.21M 0.66% 0 MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,851 shares; 2024Q4: 4,657 shares; 2025Q1: 4,924 shares; 2025Q2: 6,065 shares; 2025Q3: 6,458 shares; 2025Q4: 8,112 shares; 2026Q1: 8,936 shares; 2026Q2: 6,900 shares 6,900 $7.96M 0.64% -2,036 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: 87,567 shares; 2024Q4: 95,162 shares; 2025Q1: 81,430 shares; 2025Q2: 77,504 shares; 2025Q3: 73,964 shares; 2025Q4: 73,028 shares; 2026Q1: 74,997 shares; 2026Q2: 76,472 shares 76,472 $7.39M 0.59% +1,475 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: 54,650 shares; 2024Q4: 54,953 shares; 2025Q1: 69,102 shares; 2025Q2: 55,533 shares; 2025Q3: 52,140 shares; 2025Q4: 53,300 shares; 2026Q1: 51,057 shares; 2026Q2: 50,689 shares 50,689 $6.93M 0.55% -368 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: 8,031 shares; 2024Q4: 8,453 shares; 2025Q1: 7,762 shares; 2025Q2: 6,059 shares; 2025Q3: 6,119 shares; 2025Q4: 6,475 shares; 2026Q1: 6,267 shares; 2026Q2: 6,358 shares 6,358 $6.77M 0.54% +91 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: 33,677 shares; 2024Q4: 34,236 shares; 2025Q1: 35,815 shares; 2025Q2: 34,974 shares; 2025Q3: 34,536 shares; 2025Q4: 34,875 shares; 2026Q1: 34,820 shares; 2026Q2: 34,316 shares 34,316 $6.51M 0.52% -504 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: 10,643 shares; 2024Q4: 9,751 shares; 2025Q1: 10,150 shares; 2025Q2: 10,425 shares; 2025Q3: 10,851 shares; 2025Q4: 10,849 shares; 2026Q1: 10,622 shares; 2026Q2: 11,200 shares 11,200 $6.31M 0.5% +578 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: 43,040 shares; 2024Q4: 43,037 shares; 2025Q1: 43,678 shares; 2025Q2: 44,377 shares; 2025Q3: 44,584 shares; 2025Q4: 48,965 shares; 2026Q1: 50,144 shares; 2026Q2: 48,857 shares 48,857 $6.28M 0.5% -1,287 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,795 shares; 2024Q4: 13,395 shares; 2025Q1: 13,524 shares; 2025Q2: 13,781 shares; 2025Q3: 13,259 shares; 2025Q4: 12,821 shares; 2026Q1: 12,781 shares; 2026Q2: 12,305 shares 12,305 $6.16M 0.49% -476 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: 48,368 shares; 2024Q4: 47,878 shares; 2025Q1: 46,253 shares; 2025Q2: 46,722 shares; 2025Q3: 46,385 shares; 2025Q4: 44,682 shares; 2026Q1: 42,851 shares; 2026Q2: 41,172 shares 41,172 $6.11M 0.49% -1,679 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: 18,577 shares; 2024Q4: 17,303 shares; 2025Q1: 17,643 shares; 2025Q2: 17,815 shares; 2025Q3: 18,527 shares; 2025Q4: 17,217 shares; 2026Q1: 16,749 shares; 2026Q2: 17,183 shares 17,183 $6.06M 0.48% +434 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: 47,783 shares; 2024Q4: 45,867 shares; 2025Q1: 48,924 shares; 2025Q2: 54,326 shares; 2025Q3: 51,961 shares; 2025Q4: 53,016 shares; 2026Q1: 51,504 shares; 2026Q2: 50,715 shares 50,715 $5.96M 0.48% -789 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: 117,669 shares; 2024Q4: 109,244 shares; 2025Q1: 82,061 shares; 2025Q2: 80,388 shares; 2025Q3: 97,283 shares; 2025Q4: 85,486 shares; 2026Q1: 76,086 shares; 2026Q2: 74,790 shares 74,790 $5.77M 0.46% -1,296 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: 31,633 shares; 2024Q4: 30,225 shares; 2025Q1: 31,476 shares; 2025Q2: 34,213 shares; 2025Q3: 33,666 shares; 2025Q4: 33,079 shares; 2026Q1: 33,352 shares; 2026Q2: 34,626 shares 34,626 $5.74M 0.46% +1,274 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: 23,543 shares; 2024Q4: 22,535 shares; 2025Q1: 21,426 shares; 2025Q2: 21,174 shares; 2025Q3: 22,424 shares; 2025Q4: 22,306 shares; 2026Q1: 19,121 shares; 2026Q2: 18,589 shares 18,589 $5.59M 0.45% -532 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: 50,699 shares; 2024Q4: 49,429 shares; 2025Q1: 45,855 shares; 2025Q2: 44,924 shares; 2025Q3: 43,853 shares; 2025Q4: 43,373 shares; 2026Q1: 39,420 shares; 2026Q2: 37,487 shares 37,487 $5.5M 0.44% -1,933 Timeline DFAC 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: 138,264 shares; 2024Q4: 125,363 shares; 2025Q1: 118,519 shares; 2025Q2: 111,159 shares; 2025Q3: 108,251 shares; 2025Q4: 114,706 shares; 2026Q1: 114,250 shares; 2026Q2: 123,356 shares 123,356 $5.47M 0.44% +9,106 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: 53,049 shares; 2024Q4: 51,503 shares; 2025Q1: 50,349 shares; 2025Q2: 52,433 shares; 2025Q3: 52,529 shares; 2025Q4: 50,868 shares; 2026Q1: 49,593 shares; 2026Q2: 48,074 shares 48,074 $5.44M 0.44% -1,519 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: 6,069 shares; 2024Q4: 5,209 shares; 2025Q1: 5,478 shares; 2025Q2: 5,611 shares; 2025Q3: 5,686 shares; 2025Q4: 5,781 shares; 2026Q1: 5,844 shares; 2026Q2: 5,765 shares 5,765 $5.39M 0.43% -79 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 92,674 shares; 2024Q4: 93,898 shares; 2025Q1: 103,539 shares; 2025Q2: 89,397 shares; 2025Q3: 73,571 shares; 2025Q4: 77,051 shares; 2026Q1: 81,939 shares; 2026Q2: 87,043 shares 87,043 $5.29M 0.42% +5,104 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 5,431 shares; 2025Q1: 6,441 shares; 2025Q2: 8,118 shares; 2025Q3: 8,321 shares; 2025Q4: 11,551 shares; 2026Q1: 12,051 shares; 2026Q2: 12,049 shares 12,049 $5.22M 0.42% -2 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: 121,703 shares; 2024Q4: 106,430 shares; 2025Q1: 96,783 shares; 2025Q2: 90,911 shares; 2025Q3: 76,500 shares; 2025Q4: 71,798 shares; 2026Q1: 71,844 shares; 2026Q2: 73,024 shares 73,024 $5.2M 0.42% +1,180 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,412 shares; 2024Q4: 34,440 shares; 2025Q1: 35,368 shares; 2025Q2: 38,043 shares; 2025Q3: 40,398 shares; 2025Q4: 42,918 shares; 2026Q1: 48,145 shares; 2026Q2: 56,305 shares 56,305 $5.16M 0.41% +8,160 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: 11,286 shares; 2024Q4: 7,412 shares; 2025Q1: 8,294 shares; 2025Q2: 7,655 shares; 2025Q3: 6,166 shares; 2025Q4: 5,567 shares; 2026Q1: 7,380 shares; 2026Q2: 7,121 shares 7,121 $5.15M 0.41% -259 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: 12,822 shares; 2024Q4: 12,581 shares; 2025Q1: 13,311 shares; 2025Q2: 13,842 shares; 2025Q3: 14,136 shares; 2025Q4: 14,110 shares; 2026Q1: 14,178 shares; 2026Q2: 14,256 shares 14,256 $4.89M 0.39% +78 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,114 shares; 2024Q4: 850 shares; 2025Q1: 1,051 shares; 2025Q2: 1,101 shares; 2025Q3: 1,280 shares; 2025Q4: 1,260 shares; 2026Q1: 1,336 shares; 2026Q2: 15,942 shares 15,942 $4.81M 0.38% +14,606 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: 10,650 shares; 2024Q4: 12,264 shares; 2025Q1: 11,962 shares; 2025Q2: 11,012 shares; 2025Q3: 10,949 shares; 2025Q4: 9,904 shares; 2026Q1: 9,653 shares; 2026Q2: 38,475 shares 38,475 $4.78M 0.38% +28,822 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: 81,881 shares; 2024Q4: 76,975 shares; 2025Q1: 74,847 shares; 2025Q2: 75,494 shares; 2025Q3: 66,196 shares; 2025Q4: 79,188 shares; 2026Q1: 79,154 shares; 2026Q2: 83,598 shares 83,598 $4.76M 0.38% +4,444 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: 31,581 shares; 2024Q4: 27,617 shares; 2025Q1: 27,617 shares; 2025Q2: 27,628 shares; 2025Q3: 27,223 shares; 2025Q4: 27,342 shares; 2026Q1: 26,819 shares; 2026Q2: 28,487 shares 28,487 $4.68M 0.37% +1,668 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: 38,732 shares; 2024Q4: 39,046 shares; 2025Q1: 47,848 shares; 2025Q2: 53,747 shares; 2025Q3: 52,561 shares; 2025Q4: 56,391 shares; 2026Q1: 54,087 shares; 2026Q2: 54,718 shares 54,718 $4.53M 0.36% +631 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 40,342 shares; 2024Q4: 38,387 shares; 2025Q1: 35,938 shares; 2025Q2: 50,527 shares; 2025Q3: 42,018 shares; 2025Q4: 44,495 shares; 2026Q1: 46,161 shares; 2026Q2: 48,522 shares 48,522 $4.37M 0.35% +2,361 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: 6,267 shares; 2024Q4: 7,108 shares; 2025Q1: 5,904 shares; 2025Q2: 6,067 shares; 2025Q3: 5,874 shares; 2025Q4: 6,159 shares; 2026Q1: 6,618 shares; 2026Q2: 7,508 shares 7,508 $4.36M 0.35% +890 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,356 shares; 2024Q4: 168,902 shares; 2025Q1: 133,825 shares; 2025Q2: 156,526 shares; 2025Q3: 160,968 shares; 2025Q4: 164,646 shares; 2026Q1: 182,614 shares; 2026Q2: 189,012 shares 189,012 $4.31M 0.34% +6,398 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: 12,843 shares; 2024Q4: 15,952 shares; 2025Q1: 16,779 shares; 2025Q2: 17,774 shares; 2025Q3: 17,989 shares; 2025Q4: 18,380 shares; 2026Q1: 18,305 shares; 2026Q2: 19,412 shares 19,412 $4.23M 0.34% +1,107 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: 76,624 shares; 2024Q4: 77,618 shares; 2025Q1: 84,307 shares; 2025Q2: 90,502 shares; 2025Q3: 87,318 shares; 2025Q4: 80,371 shares; 2026Q1: 82,717 shares; 2026Q2: 83,777 shares 83,777 $4.22M 0.34% +1,060 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: 29,521 shares; 2024Q4: 29,491 shares; 2025Q1: 25,631 shares; 2025Q2: 26,707 shares; 2025Q3: 24,757 shares; 2025Q4: 24,535 shares; 2026Q1: 24,902 shares; 2026Q2: 23,304 shares 23,304 $4.22M 0.34% -1,598 Timeline Watkins Associated Industri… Watkins Associated Industries, In… More: the full row for Watkins Associated Industries, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,550 shares; 2025Q3: 20,550 shares; 2025Q4: 20,550 shares; 2026Q1: 20,550 shares; 2026Q2: 20,550 shares 20,550 $4.21M 0.34% 0 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,106 shares; 2024Q4: 9,826 shares; 2025Q1: 10,368 shares; 2025Q2: 9,916 shares; 2025Q3: 9,209 shares; 2025Q4: 9,268 shares; 2026Q1: 9,006 shares; 2026Q2: 8,171 shares 8,171 $4.2M 0.34% -835 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: 29,543 shares; 2024Q4: 27,631 shares; 2025Q1: 29,647 shares; 2025Q2: 28,336 shares; 2025Q3: 31,623 shares; 2025Q4: 28,456 shares; 2026Q1: 28,472 shares; 2026Q2: 28,092 shares 28,092 $4.12M 0.33% -380 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: 26,977 shares; 2024Q4: 26,911 shares; 2025Q1: 30,776 shares; 2025Q2: 30,354 shares; 2025Q3: 33,283 shares; 2025Q4: 34,783 shares; 2026Q1: 39,076 shares; 2026Q2: 36,996 shares 36,996 $4.08M 0.33% -2,080 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,488 shares; 2024Q4: 3,544 shares; 2025Q1: 3,536 shares; 2025Q2: 4,385 shares; 2025Q3: 4,249 shares; 2025Q4: 4,221 shares; 2026Q1: 4,148 shares; 2026Q2: 4,025 shares 4,025 $4.07M 0.33% -123 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: 9,395 shares; 2024Q4: 9,955 shares; 2025Q1: 9,699 shares; 2025Q2: 9,915 shares; 2025Q3: 10,227 shares; 2025Q4: 9,909 shares; 2026Q1: 11,316 shares; 2026Q2: 11,223 shares 11,223 $4.06M 0.32% -93 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: 27,924 shares; 2024Q4: 32,432 shares; 2025Q1: 31,519 shares; 2025Q2: 30,252 shares; 2025Q3: 30,096 shares; 2025Q4: 28,780 shares; 2026Q1: 28,559 shares; 2026Q2: 28,247 shares 28,247 $3.88M 0.31% -312 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: 18,516 shares; 2024Q4: 18,106 shares; 2025Q1: 18,274 shares; 2025Q2: 17,387 shares; 2025Q3: 17,636 shares; 2025Q4: 17,688 shares; 2026Q1: 15,043 shares; 2026Q2: 14,348 shares 14,348 $3.88M 0.31% -695 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,189 shares; 2024Q4: 15,561 shares; 2025Q1: 16,405 shares; 2025Q2: 16,845 shares; 2025Q3: 17,002 shares; 2025Q4: 14,728 shares; 2026Q1: 14,591 shares; 2026Q2: 14,207 shares 14,207 $3.86M 0.31% -384 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: 14,676 shares; 2024Q4: 15,094 shares; 2025Q1: 16,739 shares; 2025Q2: 18,599 shares; 2025Q3: 18,911 shares; 2025Q4: 20,946 shares; 2026Q1: 20,643 shares; 2026Q2: 20,128 shares 20,128 $3.72M 0.3% -515 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: 14,247 shares; 2024Q4: 14,392 shares; 2025Q1: 14,755 shares; 2025Q2: 15,279 shares; 2025Q3: 16,784 shares; 2025Q4: 16,041 shares; 2026Q1: 16,807 shares; 2026Q2: 23,510 shares 23,510 $3.72M 0.3% +6,703 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,890 shares; 2024Q4: 4,820 shares; 2025Q1: 4,875 shares; 2025Q2: 4,808 shares; 2025Q3: 5,088 shares; 2025Q4: 5,506 shares; 2026Q1: 5,737 shares; 2026Q2: 5,602 shares 5,602 $3.67M 0.29% -135 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,107 shares; 2024Q4: 10,232 shares; 2025Q1: 10,463 shares; 2025Q2: 4,990 shares; 2025Q3: 4,918 shares; 2025Q4: 11,464 shares; 2026Q1: 11,332 shares; 2026Q2: 10,780 shares 10,780 $3.67M 0.29% -552 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: 8,209 shares; 2024Q4: 7,234 shares; 2025Q1: 7,893 shares; 2025Q2: 7,732 shares; 2025Q3: 19,920 shares; 2025Q4: 7,546 shares; 2026Q1: 7,627 shares; 2026Q2: 11,451 shares 11,451 $3.61M 0.29% +3,824 Timeline SPTI 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: 87,759 shares; 2024Q4: 89,142 shares; 2025Q1: 91,076 shares; 2025Q2: 125,664 shares; 2025Q3: 99,266 shares; 2025Q4: 102,360 shares; 2026Q1: 112,690 shares; 2026Q2: 126,365 shares 126,365 $3.59M 0.29% +13,675 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: 11,633 shares; 2024Q4: 13,020 shares; 2025Q1: 16,660 shares; 2025Q2: 17,137 shares; 2025Q3: 15,029 shares; 2025Q4: 15,451 shares; 2026Q1: 15,110 shares; 2026Q2: 12,687 shares 12,687 $3.57M 0.29% -2,423 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: 7,549 shares; 2024Q4: 7,961 shares; 2025Q1: 8,581 shares; 2025Q2: 9,561 shares; 2025Q3: 8,904 shares; 2025Q4: 8,621 shares; 2026Q1: 8,796 shares; 2026Q2: 8,298 shares 8,298 $3.54M 0.28% -498 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: 22,877 shares; 2024Q4: 21,295 shares; 2025Q1: 21,628 shares; 2025Q2: 22,350 shares; 2025Q3: 22,596 shares; 2025Q4: 20,201 shares; 2026Q1: 20,008 shares; 2026Q2: 15,717 shares 15,717 $3.45M 0.28% -4,291 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: 27,865 shares; 2024Q4: 25,682 shares; 2025Q1: 18,843 shares; 2025Q2: 19,218 shares; 2025Q3: 19,083 shares; 2025Q4: 19,023 shares; 2026Q1: 18,658 shares; 2026Q2: 18,263 shares 18,263 $3.44M 0.27% -395 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: 6,044 shares; 2024Q4: 7,951 shares; 2025Q1: 7,141 shares; 2025Q2: 8,522 shares; 2025Q3: 8,415 shares; 2025Q4: 7,738 shares; 2026Q1: 7,886 shares; 2026Q2: 8,093 shares 8,093 $3.4M 0.27% +207 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,463 shares; 2024Q4: 5,339 shares; 2025Q1: 6,221 shares; 2025Q2: 5,668 shares; 2025Q3: 5,207 shares; 2025Q4: 5,360 shares; 2026Q1: 6,284 shares; 2026Q2: 4,450 shares 4,450 $3.4M 0.27% -1,834 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84,068 shares; 2024Q4: 70,546 shares; 2025Q1: 69,297 shares; 2025Q2: 77,478 shares; 2025Q3: 81,905 shares; 2025Q4: 70,792 shares; 2026Q1: 70,254 shares; 2026Q2: 79,030 shares 79,030 $3.35M 0.27% +8,776 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: 42,707 shares; 2024Q4: 42,636 shares; 2025Q1: 44,855 shares; 2025Q2: 42,739 shares; 2025Q3: 38,629 shares; 2025Q4: 38,238 shares; 2026Q1: 36,658 shares; 2026Q2: 37,805 shares 37,805 $3.32M 0.27% +1,147 Timeline RDVY 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: 20,883 shares; 2024Q4: 25,909 shares; 2025Q1: 26,456 shares; 2025Q2: 36,758 shares; 2025Q3: 39,369 shares; 2025Q4: 40,386 shares; 2026Q1: 41,810 shares; 2026Q2: 40,840 shares 40,840 $3.31M 0.26% -970 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: 5,941 shares; 2024Q4: 7,552 shares; 2025Q1: 6,833 shares; 2025Q2: 7,823 shares; 2025Q3: 7,980 shares; 2025Q4: 8,940 shares; 2026Q1: 8,682 shares; 2026Q2: 40,846 shares 40,846 $3.29M 0.26% +32,164 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: 49,295 shares; 2024Q4: 52,601 shares; 2025Q1: 57,000 shares; 2025Q2: 66,685 shares; 2025Q3: 62,407 shares; 2025Q4: 59,788 shares; 2026Q1: 55,883 shares; 2026Q2: 56,887 shares 56,887 $3.28M 0.26% +1,004 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: 10,158 shares; 2024Q4: 9,195 shares; 2025Q1: 10,033 shares; 2025Q2: 9,451 shares; 2025Q3: 8,874 shares; 2025Q4: 9,802 shares; 2026Q1: 10,478 shares; 2026Q2: 8,763 shares 8,763 $3.23M 0.26% -1,715 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: 16,678 shares; 2024Q4: 15,534 shares; 2025Q1: 15,193 shares; 2025Q2: 14,840 shares; 2025Q3: 14,853 shares; 2025Q4: 15,212 shares; 2026Q1: 15,502 shares; 2026Q2: 15,100 shares 15,100 $3.21M 0.26% -402 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,425 shares; 2024Q4: 22,859 shares; 2025Q1: 24,900 shares; 2025Q2: 26,526 shares; 2025Q3: 44,502 shares; 2025Q4: 50,035 shares; 2026Q1: 44,275 shares; 2026Q2: 47,208 shares 47,208 $3.21M 0.26% +2,933 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,728 shares; 2024Q4: 42,461 shares; 2025Q1: 40,776 shares; 2025Q2: 41,113 shares; 2025Q3: 42,314 shares; 2025Q4: 42,559 shares; 2026Q1: 41,877 shares; 2026Q2: 44,532 shares 44,532 $3.2M 0.26% +2,655 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,042 shares; 2024Q4: 4,192 shares; 2025Q1: 4,738 shares; 2025Q2: 6,465 shares; 2025Q3: 6,095 shares; 2025Q4: 6,173 shares; 2026Q1: 5,926 shares; 2026Q2: 36,665 shares 36,665 $3.16M 0.25% +30,739 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,634 shares; 2024Q4: 7,416 shares; 2025Q1: 8,068 shares; 2025Q2: 8,895 shares; 2025Q3: 8,998 shares; 2025Q4: 9,593 shares; 2026Q1: 8,903 shares; 2026Q2: 10,306 shares 10,306 $3.12M 0.25% +1,403 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: 43,989 shares; 2024Q4: 39,953 shares; 2025Q1: 34,815 shares; 2025Q2: 18,171 shares; 2025Q3: 14,977 shares; 2025Q4: 15,685 shares; 2026Q1: 19,415 shares; 2026Q2: 28,852 shares 28,852 $3.11M 0.25% +9,437 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: 10,648 shares; 2024Q4: 10,227 shares; 2025Q1: 10,562 shares; 2025Q2: 12,182 shares; 2025Q3: 11,736 shares; 2025Q4: 14,837 shares; 2026Q1: 12,810 shares; 2026Q2: 12,156 shares 12,156 $3.11M 0.25% -654 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,823 shares; 2024Q4: 29,084 shares; 2025Q1: 32,472 shares; 2025Q2: 30,414 shares; 2025Q3: 28,622 shares; 2025Q4: 27,626 shares; 2026Q1: 27,099 shares; 2026Q2: 18,938 shares 18,938 $3.07M 0.25% -8,161 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: 44,771 shares; 2024Q4: 44,113 shares; 2025Q1: 39,518 shares; 2025Q2: 32,773 shares; 2025Q3: 27,506 shares; 2025Q4: 31,632 shares; 2026Q1: 33,008 shares; 2026Q2: 30,879 shares 30,879 $3.06M 0.24% -2,129 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: 21,154 shares; 2024Q4: 23,410 shares; 2025Q1: 22,648 shares; 2025Q2: 26,320 shares; 2025Q3: 27,844 shares; 2025Q4: 29,145 shares; 2026Q1: 29,017 shares; 2026Q2: 29,032 shares 29,032 $3.02M 0.24% +15 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: 32,603 shares; 2024Q4: 34,335 shares; 2025Q1: 38,036 shares; 2025Q2: 35,355 shares; 2025Q3: 31,864 shares; 2025Q4: 33,957 shares; 2026Q1: 34,926 shares; 2026Q2: 33,950 shares 33,950 $2.98M 0.24% -976 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: 38,973 shares; 2024Q4: 35,375 shares; 2025Q1: 36,044 shares; 2025Q2: 34,569 shares; 2025Q3: 32,958 shares; 2025Q4: 34,429 shares; 2026Q1: 34,282 shares; 2026Q2: 36,279 shares 36,279 $2.95M 0.24% +1,997 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 71,105 shares; 2024Q4: 64,859 shares; 2025Q1: 77,839 shares; 2025Q2: 94,861 shares; 2025Q3: 83,761 shares; 2025Q4: 92,781 shares; 2026Q1: 95,086 shares; 2026Q2: 86,539 shares 86,539 $2.9M 0.23% -8,547 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: 10,566 shares; 2024Q4: 11,265 shares; 2025Q1: 12,027 shares; 2025Q2: 10,878 shares; 2025Q3: 15,344 shares; 2025Q4: 14,732 shares; 2026Q1: 14,666 shares; 2026Q2: 12,125 shares 12,125 $2.87M 0.23% -2,541 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,429 shares; 2024Q4: 1,189 shares; 2025Q1: 9,555 shares; 2025Q2: 11,684 shares; 2025Q3: 10,246 shares; 2025Q4: 11,265 shares; 2026Q1: 25,333 shares; 2026Q2: 26,468 shares 26,468 $2.81M 0.22% +1,135 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: 9,609 shares; 2024Q4: 9,785 shares; 2025Q1: 9,664 shares; 2025Q2: 9,946 shares; 2025Q3: 9,209 shares; 2025Q4: 26,322 shares; 2026Q1: 19,232 shares; 2026Q2: 14,718 shares 14,718 $2.8M 0.22% -4,514 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: 27,488 shares; 2024Q4: 23,125 shares; 2025Q1: 22,782 shares; 2025Q2: 23,106 shares; 2025Q3: 24,175 shares; 2025Q4: 24,359 shares; 2026Q1: 25,191 shares; 2026Q2: 25,390 shares 25,390 $2.8M 0.22% +199 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: 31,738 shares; 2024Q4: 30,485 shares; 2025Q1: 26,307 shares; 2025Q2: 24,690 shares; 2025Q3: 22,807 shares; 2025Q4: 22,695 shares; 2026Q1: 21,270 shares; 2026Q2: 20,555 shares 20,555 $2.78M 0.22% -715 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: 11,936 shares; 2024Q4: 11,561 shares; 2025Q1: 12,703 shares; 2025Q2: 13,025 shares; 2025Q3: 12,477 shares; 2025Q4: 12,074 shares; 2026Q1: 11,979 shares; 2026Q2: 11,865 shares 11,865 $2.76M 0.22% -114 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 65,072 shares; 2024Q4: 69,965 shares; 2025Q1: 83,338 shares; 2025Q2: 60,876 shares; 2025Q3: 65,903 shares; 2025Q4: 68,699 shares; 2026Q1: 77,055 shares; 2026Q2: 75,232 shares 75,232 $2.75M 0.22% -1,823 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: 55,805 shares; 2024Q4: 51,192 shares; 2025Q1: 52,539 shares; 2025Q2: 50,450 shares; 2025Q3: 45,161 shares; 2025Q4: 45,666 shares; 2026Q1: 46,237 shares; 2026Q2: 45,485 shares 45,485 $2.71M 0.22% -752 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: 25,737 shares; 2024Q4: 21,005 shares; 2025Q1: 25,128 shares; 2025Q2: 29,364 shares; 2025Q3: 24,089 shares; 2025Q4: 30,236 shares; 2026Q1: 20,463 shares; 2026Q2: 19,288 shares 19,288 $2.69M 0.22% -1,175 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: 4,331 shares; 2024Q4: 8,732 shares; 2025Q1: 8,605 shares; 2025Q2: 8,822 shares; 2025Q3: 7,883 shares; 2025Q4: 7,338 shares; 2026Q1: 8,336 shares; 2026Q2: 7,829 shares 7,829 $2.67M 0.21% -507 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,249 shares; 2024Q4: 35,030 shares; 2025Q1: 31,149 shares; 2025Q2: 34,295 shares; 2025Q3: 26,777 shares; 2025Q4: 29,565 shares; 2026Q1: 28,698 shares; 2026Q2: 28,228 shares 28,228 $2.67M 0.21% -470 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,590 shares; 2024Q4: 3,340 shares; 2025Q1: 3,872 shares; 2025Q2: 8,279 shares; 2025Q3: 7,972 shares; 2025Q4: 6,710 shares; 2026Q1: 5,329 shares; 2026Q2: 9,274 shares 9,274 $2.66M 0.21% +3,945 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,431 shares; 2024Q4: 5,328 shares; 2025Q1: 5,241 shares; 2025Q2: 6,238 shares; 2025Q3: 7,549 shares; 2025Q4: 8,630 shares; 2026Q1: 9,159 shares; 2026Q2: 8,830 shares 8,830 $2.57M 0.21% -329 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,020 shares; 2024Q4: 53,528 shares; 2025Q1: 46,254 shares; 2025Q2: 48,237 shares; 2025Q3: 46,346 shares; 2025Q4: 48,614 shares; 2026Q1: 48,797 shares; 2026Q2: 54,652 shares 54,652 $2.52M 0.2% +5,855 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,904 shares; 2024Q4: 21,081 shares; 2025Q1: 20,041 shares; 2025Q2: 30,935 shares; 2025Q3: 31,163 shares; 2025Q4: 37,601 shares; 2026Q1: 48,624 shares; 2026Q2: 50,599 shares 50,599 $2.49M 0.2% +1,975 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: 10,390 shares; 2024Q4: 13,334 shares; 2025Q1: 12,330 shares; 2025Q2: 10,198 shares; 2025Q3: 11,862 shares; 2025Q4: 11,735 shares; 2026Q1: 10,697 shares; 2026Q2: 10,269 shares 10,269 $2.49M 0.2% -428 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,045 shares; 2024Q4: 10,862 shares; 2025Q1: 8,996 shares; 2025Q2: 9,051 shares; 2025Q3: 8,330 shares; 2025Q4: 7,470 shares; 2026Q1: 7,134 shares; 2026Q2: 7,186 shares 7,186 $2.47M 0.2% +52 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: 2,190 shares; 2024Q4: 2,030 shares; 2025Q1: 9,591 shares; 2025Q2: 11,434 shares; 2025Q3: 13,342 shares; 2025Q4: 18,456 shares; 2026Q1: 16,864 shares; 2026Q2: 24,333 shares 24,333 $2.45M 0.2% +7,469 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,542 shares; 2025Q3: 19,818 shares; 2025Q4: 18,883 shares; 2026Q1: 14,876 shares; 2026Q2: 8,581 shares 8,581 $2.37M 0.19% -6,295 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,248 shares; 2024Q4: 18,083 shares; 2025Q1: 18,113 shares; 2025Q2: 26,309 shares; 2025Q3: 26,403 shares; 2025Q4: 26,364 shares; 2026Q1: 26,787 shares; 2026Q2: 27,592 shares 27,592 $2.36M 0.19% +805 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: 3,848 shares; 2024Q4: 3,981 shares; 2025Q1: 3,516 shares; 2025Q2: 3,466 shares; 2025Q3: 2,528 shares; 2025Q4: 2,429 shares; 2026Q1: 2,452 shares; 2026Q2: 3,262 shares 3,262 $2.29M 0.18% +810 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: 4,738 shares; 2024Q4: 4,559 shares; 2025Q1: 4,883 shares; 2025Q2: 4,894 shares; 2025Q3: 4,748 shares; 2025Q4: 4,778 shares; 2026Q1: 4,853 shares; 2026Q2: 4,573 shares 4,573 $2.29M 0.18% -280 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: 4,306 shares; 2024Q4: 4,315 shares; 2025Q1: 4,263 shares; 2025Q2: 4,501 shares; 2025Q3: 4,380 shares; 2025Q4: 4,380 shares; 2026Q1: 4,239 shares; 2026Q2: 4,479 shares 4,479 $2.28M 0.18% +240 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: 10,627 shares; 2024Q4: 9,887 shares; 2025Q1: 10,029 shares; 2025Q2: 10,170 shares; 2025Q3: 10,056 shares; 2025Q4: 10,031 shares; 2026Q1: 9,274 shares; 2026Q2: 16,649 shares 16,649 $2.28M 0.18% +7,375 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: 1,266 shares; 2024Q4: 1,072 shares; 2025Q1: 953 shares; 2025Q2: 1,350 shares; 2025Q3: 1,569 shares; 2025Q4: 1,796 shares; 2026Q1: 1,919 shares; 2026Q2: 1,931 shares 1,931 $2.27M 0.18% +12 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: 14,523 shares; 2024Q4: 15,931 shares; 2025Q1: 15,572 shares; 2025Q2: 15,810 shares; 2025Q3: 15,984 shares; 2025Q4: 19,142 shares; 2026Q1: 19,154 shares; 2026Q2: 17,855 shares 17,855 $2.26M 0.18% -1,299 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,546 shares; 2024Q4: 23,883 shares; 2025Q1: 26,343 shares; 2025Q2: 25,551 shares; 2025Q3: 25,567 shares; 2025Q4: 23,743 shares; 2026Q1: 23,520 shares; 2026Q2: 23,542 shares 23,542 $2.25M 0.18% +22 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: 15,027 shares; 2024Q4: 25,408 shares; 2025Q1: 27,596 shares; 2025Q2: 32,404 shares; 2025Q3: 31,982 shares; 2025Q4: 31,636 shares; 2026Q1: 30,859 shares; 2026Q2: 30,701 shares 30,701 $2.22M 0.18% -158 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,947 shares; 2024Q4: 5,947 shares; 2025Q1: 5,960 shares; 2025Q2: 5,955 shares; 2025Q3: 44,913 shares; 2025Q4: 49,229 shares; 2026Q1: 47,278 shares; 2026Q2: 44,390 shares 44,390 $2.2M 0.18% -2,888 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,739 shares; 2024Q4: 7,331 shares; 2025Q1: 7,767 shares; 2025Q2: 5,998 shares; 2025Q3: 6,479 shares; 2025Q4: 6,092 shares; 2026Q1: 5,101 shares; 2026Q2: 5,162 shares 5,162 $2.15M 0.17% +61 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,027 shares; 2024Q4: 1,020 shares; 2025Q1: 951 shares; 2025Q2: 1,643 shares; 2025Q3: 1,484 shares; 2025Q4: 2,589 shares; 2026Q1: 2,256 shares; 2026Q2: 2,198 shares 2,198 $2.12M 0.17% -58 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,106 shares; 2024Q4: 24,873 shares; 2025Q1: 28,908 shares; 2025Q2: 25,296 shares; 2025Q3: 26,289 shares; 2025Q4: 38,955 shares; 2026Q1: 36,151 shares; 2026Q2: 41,827 shares 41,827 $2.12M 0.17% +5,676 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,963 shares; 2024Q4: 18,554 shares; 2025Q1: 17,069 shares; 2025Q2: 30,860 shares; 2025Q3: 32,001 shares; 2025Q4: 36,700 shares; 2026Q1: 39,858 shares; 2026Q2: 44,732 shares 44,732 $2.11M 0.17% +4,874 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: 6,957 shares; 2024Q4: 6,727 shares; 2025Q1: 7,001 shares; 2025Q2: 7,518 shares; 2025Q3: 7,176 shares; 2025Q4: 7,206 shares; 2026Q1: 7,062 shares; 2026Q2: 6,996 shares 6,996 $2.09M 0.17% -66 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,147 shares; 2025Q1: 1,662 shares; 2025Q2: 7,341 shares; 2025Q3: 51,367 shares; 2025Q4: 52,815 shares; 2026Q1: 51,004 shares; 2026Q2: 50,274 shares 50,274 $2.07M 0.17% -730 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: 5,586 shares; 2024Q4: 4,653 shares; 2025Q1: 4,561 shares; 2025Q2: 4,905 shares; 2025Q3: 5,537 shares; 2025Q4: 6,819 shares; 2026Q1: 6,848 shares; 2026Q2: 5,534 shares 5,534 $2.07M 0.17% -1,314 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 726 shares; 2024Q4: 715 shares; 2025Q1: 633 shares; 2025Q2: 2,105 shares; 2025Q3: 24,508 shares; 2025Q4: 25,281 shares; 2026Q1: 21,392 shares; 2026Q2: 20,001 shares 20,001 $2.06M 0.16% -1,391 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: 14,652 shares; 2024Q4: 13,639 shares; 2025Q1: 18,823 shares; 2025Q2: 16,803 shares; 2025Q3: 17,347 shares; 2025Q4: 15,764 shares; 2026Q1: 16,003 shares; 2026Q2: 13,540 shares 13,540 $2.05M 0.16% -2,463 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: 6,652 shares; 2024Q4: 6,634 shares; 2025Q1: 6,522 shares; 2025Q2: 6,437 shares; 2025Q3: 5,574 shares; 2025Q4: 5,620 shares; 2026Q1: 5,841 shares; 2026Q2: 5,944 shares 5,944 $2.01M 0.16% +103 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: 16,258 shares; 2024Q4: 15,082 shares; 2025Q1: 10,152 shares; 2025Q2: 9,497 shares; 2025Q3: 8,361 shares; 2025Q4: 8,187 shares; 2026Q1: 7,841 shares; 2026Q2: 7,837 shares 7,837 $1.98M 0.16% -4 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: 9,205 shares; 2024Q4: 9,075 shares; 2025Q1: 9,146 shares; 2025Q2: 9,312 shares; 2025Q3: 5,160 shares; 2025Q4: 5,382 shares; 2026Q1: 13,832 shares; 2026Q2: 15,371 shares 15,371 $1.96M 0.16% +1,539 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: 859 shares; 2024Q4: 728 shares; 2025Q1: 828 shares; 2025Q2: 458 shares; 2025Q3: 409 shares; 2025Q4: 439 shares; 2026Q1: 895 shares; 2026Q2: 982 shares 982 $1.95M 0.16% +87 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,733 shares; 2024Q4: 11,173 shares; 2025Q1: 12,988 shares; 2025Q2: 16,072 shares; 2025Q3: 15,794 shares; 2025Q4: 15,914 shares; 2026Q1: 16,296 shares; 2026Q2: 16,468 shares 16,468 $1.94M 0.15% +172 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,544 shares; 2024Q4: 2,250 shares; 2025Q1: 2,337 shares; 2025Q2: 2,327 shares; 2025Q3: 1,828 shares; 2025Q4: 1,904 shares; 2026Q1: 1,886 shares; 2026Q2: 1,704 shares 1,704 $1.93M 0.15% -182 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: 7,476 shares; 2024Q4: 6,624 shares; 2025Q1: 6,827 shares; 2025Q2: 7,985 shares; 2025Q3: 7,622 shares; 2025Q4: 7,814 shares; 2026Q1: 7,548 shares; 2026Q2: 9,199 shares 9,199 $1.92M 0.15% +1,651 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,027 shares; 2024Q4: 28,621 shares; 2025Q1: 35,885 shares; 2025Q2: 32,817 shares; 2025Q3: 33,397 shares; 2025Q4: 34,956 shares; 2026Q1: 41,198 shares; 2026Q2: 36,818 shares 36,818 $1.91M 0.15% -4,380 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: 2,300 shares; 2024Q4: 2,463 shares; 2025Q1: 2,911 shares; 2025Q2: 2,862 shares; 2025Q3: 3,543 shares; 2025Q4: 2,890 shares; 2026Q1: 2,851 shares; 2026Q2: 2,992 shares 2,992 $1.9M 0.15% +141 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,973 shares; 2024Q4: 22,868 shares; 2025Q1: 23,694 shares; 2025Q2: 23,357 shares; 2025Q3: 23,814 shares; 2025Q4: 24,615 shares; 2026Q1: 22,538 shares; 2026Q2: 20,793 shares 20,793 $1.89M 0.15% -1,745 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,432 shares; 2024Q4: 3,542 shares; 2025Q1: 3,822 shares; 2025Q2: 9,117 shares; 2025Q3: 8,957 shares; 2025Q4: 9,366 shares; 2026Q1: 9,132 shares; 2026Q2: 8,440 shares 8,440 $1.86M 0.15% -692 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,924 shares; 2024Q4: 33,248 shares; 2025Q1: 34,815 shares; 2025Q2: 31,156 shares; 2025Q3: 29,192 shares; 2025Q4: 28,964 shares; 2026Q1: 29,527 shares; 2026Q2: 29,896 shares 29,896 $1.86M 0.15% +369 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,758 shares; 2024Q4: 8,501 shares; 2025Q1: 8,391 shares; 2025Q2: 8,389 shares; 2025Q3: 12,239 shares; 2025Q4: 17,889 shares; 2026Q1: 17,839 shares; 2026Q2: 18,866 shares 18,866 $1.85M 0.15% +1,027 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: 23,883 shares; 2024Q4: 23,489 shares; 2025Q1: 24,345 shares; 2025Q2: 24,525 shares; 2025Q3: 25,569 shares; 2025Q4: 42,726 shares; 2026Q1: 43,665 shares; 2026Q2: 40,769 shares 40,769 $1.85M 0.15% -2,896 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,843 shares; 2024Q4: 3,062 shares; 2025Q1: 6,180 shares; 2025Q2: 6,772 shares; 2025Q3: 6,411 shares; 2025Q4: 7,695 shares; 2026Q1: 7,308 shares; 2026Q2: 6,577 shares 6,577 $1.83M 0.15% -731 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,565 shares; 2024Q4: 22,631 shares; 2025Q1: 20,041 shares; 2025Q2: 18,260 shares; 2025Q3: 36,329 shares; 2025Q4: 36,759 shares; 2026Q1: 37,013 shares; 2026Q2: 35,914 shares 35,914 $1.82M 0.15% -1,099 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: 8,639 shares; 2024Q4: 8,619 shares; 2025Q1: 8,195 shares; 2025Q2: 8,518 shares; 2025Q3: 8,561 shares; 2025Q4: 8,729 shares; 2026Q1: 8,387 shares; 2026Q2: 8,093 shares 8,093 $1.8M 0.14% -294 Timeline FVD 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: 44,442 shares; 2024Q4: 44,556 shares; 2025Q1: 45,334 shares; 2025Q2: 42,356 shares; 2025Q3: 40,175 shares; 2025Q4: 40,248 shares; 2026Q1: 40,854 shares; 2026Q2: 37,382 shares 37,382 $1.8M 0.14% -3,472 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,053 shares; 2024Q4: 6,803 shares; 2025Q1: 5,361 shares; 2025Q2: 4,932 shares; 2025Q3: 5,008 shares; 2025Q4: 3,937 shares; 2026Q1: 3,522 shares; 2026Q2: 3,531 shares 3,531 $1.8M 0.14% +9 Timeline FDL 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: 30,044 shares; 2024Q4: 31,044 shares; 2025Q1: 31,858 shares; 2025Q2: 26,839 shares; 2025Q3: 34,236 shares; 2025Q4: 36,213 shares; 2026Q1: 37,905 shares; 2026Q2: 36,648 shares 36,648 $1.78M 0.14% -1,257 Timeline Little Anita's Mexican Food… Little Anita's Mexican Food, Inc. More: the full row for Little Anita's Mexican Food, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $1.78M 0.14% 0 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: 24,895 shares; 2024Q4: 26,119 shares; 2025Q1: 26,368 shares; 2025Q2: 27,284 shares; 2025Q3: 24,003 shares; 2025Q4: 22,919 shares; 2026Q1: 22,766 shares; 2026Q2: 21,549 shares 21,549 $1.78M 0.14% -1,217 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,774 shares; 2024Q4: 12,703 shares; 2025Q1: 15,903 shares; 2025Q2: 14,314 shares; 2025Q3: 44,180 shares; 2025Q4: 19,670 shares; 2026Q1: 19,591 shares; 2026Q2: 19,496 shares 19,496 $1.77M 0.14% -95 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,088 shares; 2024Q4: 53,456 shares; 2025Q1: 29,737 shares; 2025Q2: 35,847 shares; 2025Q3: 28,404 shares; 2025Q4: 36,380 shares; 2026Q1: 33,847 shares; 2026Q2: 34,684 shares 34,684 $1.74M 0.14% +837 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,904 shares; 2024Q4: 9,843 shares; 2025Q1: 11,453 shares; 2025Q2: 13,662 shares; 2025Q3: 14,231 shares; 2025Q4: 13,373 shares; 2026Q1: 12,965 shares; 2026Q2: 12,365 shares 12,365 $1.73M 0.14% -600 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,475 shares; 2024Q4: 18,166 shares; 2025Q1: 17,273 shares; 2025Q2: 16,646 shares; 2025Q3: 14,162 shares; 2025Q4: 12,655 shares; 2026Q1: 12,320 shares; 2026Q2: 10,107 shares 10,107 $1.72M 0.14% -2,213 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,410 shares; 2024Q4: 22,810 shares; 2025Q1: 23,558 shares; 2025Q2: 25,821 shares; 2025Q3: 28,921 shares; 2025Q4: 28,921 shares; 2026Q1: 28,921 shares; 2026Q2: 29,421 shares 29,421 $1.71M 0.14% +500 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 706 shares; 2025Q2: 695 shares; 2025Q3: 220 shares; 2025Q4: 485 shares; 2026Q1: 1,677 shares; 2026Q2: 8,479 shares 8,479 $1.71M 0.14% +6,802 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,699 shares; 2024Q4: 2,942 shares; 2025Q1: 2,838 shares; 2025Q2: 2,886 shares; 2025Q3: 3,040 shares; 2025Q4: 27,228 shares; 2026Q1: 24,213 shares; 2026Q2: 23,864 shares 23,864 $1.7M 0.14% -349 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: 3,672 shares; 2024Q4: 4,646 shares; 2025Q1: 4,391 shares; 2025Q2: 4,911 shares; 2025Q3: 6,100 shares; 2025Q4: 6,564 shares; 2026Q1: 6,533 shares; 2026Q2: 5,599 shares 5,599 $1.7M 0.14% -934 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: 38,258 shares; 2024Q4: 36,750 shares; 2025Q1: 39,481 shares; 2025Q2: 37,311 shares; 2025Q3: 41,131 shares; 2025Q4: 30,801 shares; 2026Q1: 29,643 shares; 2026Q2: 31,461 shares 31,461 $1.69M 0.13% +1,818 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: 10,500 shares; 2024Q4: 10,231 shares; 2025Q1: 9,688 shares; 2025Q2: 9,159 shares; 2025Q3: 7,926 shares; 2025Q4: 8,078 shares; 2026Q1: 8,207 shares; 2026Q2: 7,690 shares 7,690 $1.68M 0.13% -517 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,440 shares; 2024Q4: 23,684 shares; 2025Q1: 36,295 shares; 2025Q2: 70,148 shares; 2025Q3: 75,948 shares; 2025Q4: 78,779 shares; 2026Q1: 85,485 shares; 2026Q2: 75,244 shares 75,244 $1.68M 0.13% -10,241 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,389 shares; 2024Q4: 10,433 shares; 2025Q1: 10,123 shares; 2025Q2: 10,123 shares; 2025Q3: 9,822 shares; 2025Q4: 12,125 shares; 2026Q1: 11,793 shares; 2026Q2: 11,646 shares 11,646 $1.67M 0.13% -147 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,216 shares; 2024Q4: 2,984 shares; 2025Q1: 2,445 shares; 2025Q2: 1,756 shares; 2025Q3: 1,708 shares; 2025Q4: 1,819 shares; 2026Q1: 1,716 shares; 2026Q2: 1,694 shares 1,694 $1.66M 0.13% -22 Timeline XLG 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: 11,337 shares; 2024Q4: 14,359 shares; 2025Q1: 19,324 shares; 2025Q2: 26,276 shares; 2025Q3: 28,957 shares; 2025Q4: 30,214 shares; 2026Q1: 26,774 shares; 2026Q2: 26,957 shares 26,957 $1.65M 0.13% +183 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: 4,131 shares; 2024Q4: 3,203 shares; 2025Q1: 3,238 shares; 2025Q2: 3,176 shares; 2025Q3: 2,998 shares; 2025Q4: 3,456 shares; 2026Q1: 3,327 shares; 2026Q2: 3,323 shares 3,323 $1.65M 0.13% -4 Timeline AVDE 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: 11,205 shares; 2024Q4: 16,914 shares; 2025Q1: 15,434 shares; 2025Q2: 17,099 shares; 2025Q3: 19,527 shares; 2025Q4: 20,455 shares; 2026Q1: 20,919 shares; 2026Q2: 18,392 shares 18,392 $1.64M 0.13% -2,527 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: 11,401 shares; 2024Q4: 11,851 shares; 2025Q1: 12,064 shares; 2025Q2: 16,902 shares; 2025Q3: 16,532 shares; 2025Q4: 13,378 shares; 2026Q1: 11,172 shares; 2026Q2: 11,160 shares 11,160 $1.63M 0.13% -12 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 4,401 shares; 2025Q3: 13,536 shares; 2025Q4: 15,504 shares; 2026Q1: 23,820 shares; 2026Q2: 30,976 shares 30,976 $1.63M 0.13% +7,156 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,238 shares; 2024Q4: 78,663 shares; 2025Q1: 78,823 shares; 2025Q2: 70,471 shares; 2025Q3: 68,507 shares; 2025Q4: 57,746 shares; 2026Q1: 48,821 shares; 2026Q2: 51,489 shares 51,489 $1.63M 0.13% +2,668 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,976 shares; 2024Q4: 35,542 shares; 2025Q1: 33,967 shares; 2025Q2: 34,172 shares; 2025Q3: 29,072 shares; 2025Q4: 21,453 shares; 2026Q1: 27,157 shares; 2026Q2: 30,755 shares 30,755 $1.62M 0.13% +3,598 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,584 shares; 2025Q3: 61,310 shares; 2025Q4: 61,152 shares; 2026Q1: 63,513 shares; 2026Q2: 55,397 shares 55,397 $1.6M 0.13% -8,116 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: 18,306 shares; 2024Q4: 18,054 shares; 2025Q1: 20,261 shares; 2025Q2: 17,427 shares; 2025Q3: 17,237 shares; 2025Q4: 17,056 shares; 2026Q1: 17,615 shares; 2026Q2: 16,560 shares 16,560 $1.6M 0.13% -1,055 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: 33,948 shares; 2024Q4: 33,343 shares; 2025Q1: 31,829 shares; 2025Q2: 30,690 shares; 2025Q3: 28,845 shares; 2025Q4: 28,226 shares; 2026Q1: 27,807 shares; 2026Q2: 27,491 shares 27,491 $1.58M 0.13% -316 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,000 shares; 2024Q4: 1,508 shares; 2025Q1: 1,508 shares; 2025Q2: 1,508 shares; 2025Q3: 5,593 shares; 2025Q4: 5,593 shares; 2026Q1: 6,495 shares; 2026Q2: 31,795 shares 31,795 $1.58M 0.13% +25,300 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,743 shares; 2024Q4: 1,412 shares; 2025Q1: 1,670 shares; 2025Q2: 1,962 shares; 2025Q3: 1,963 shares; 2025Q4: 1,934 shares; 2026Q1: 1,943 shares; 2026Q2: 2,182 shares 2,182 $1.56M 0.12% +239 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: 2,881 shares; 2024Q4: 3,917 shares; 2025Q1: 3,797 shares; 2025Q2: 4,000 shares; 2025Q3: 4,036 shares; 2025Q4: 4,812 shares; 2026Q1: 4,550 shares; 2026Q2: 4,508 shares 4,508 $1.55M 0.12% -42 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,214 shares; 2024Q4: 39,548 shares; 2025Q1: 31,291 shares; 2025Q2: 45,880 shares; 2025Q3: 35,120 shares; 2025Q4: 36,180 shares; 2026Q1: 35,203 shares; 2026Q2: 31,077 shares 31,077 $1.54M 0.12% -4,126 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,564 shares; 2024Q4: 31,795 shares; 2025Q1: 36,614 shares; 2025Q2: 17,989 shares; 2025Q3: 28,934 shares; 2025Q4: 34,279 shares; 2026Q1: 40,980 shares; 2026Q2: 30,577 shares 30,577 $1.54M 0.12% -10,403 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: 10,494 shares; 2024Q4: 9,830 shares; 2025Q1: 9,466 shares; 2025Q2: 9,029 shares; 2025Q3: 8,439 shares; 2025Q4: 7,649 shares; 2026Q1: 6,570 shares; 2026Q2: 6,778 shares 6,778 $1.52M 0.12% +208 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712 shares; 2024Q4: 3,755 shares; 2025Q1: 3,902 shares; 2025Q2: 3,877 shares; 2025Q3: 3,909 shares; 2025Q4: 4,003 shares; 2026Q1: 3,916 shares; 2026Q2: 3,720 shares 3,720 $1.51M 0.12% -196 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,455 shares; 2024Q4: 22,205 shares; 2025Q1: 21,145 shares; 2025Q2: 20,665 shares; 2025Q3: 21,030 shares; 2025Q4: 20,195 shares; 2026Q1: 20,709 shares; 2026Q2: 20,578 shares 20,578 $1.51M 0.12% -131 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: 785 shares; 2024Q4: 784 shares; 2025Q1: 731 shares; 2025Q2: 946 shares; 2025Q3: 957 shares; 2025Q4: 1,537 shares; 2026Q1: 1,467 shares; 2026Q2: 2,084 shares 2,084 $1.5M 0.12% +617 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,488 shares; 2024Q4: 9,023 shares; 2025Q1: 8,542 shares; 2025Q2: 8,731 shares; 2025Q3: 8,126 shares; 2025Q4: 9,281 shares; 2026Q1: 8,886 shares; 2026Q2: 9,103 shares 9,103 $1.5M 0.12% +217 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,401 shares; 2024Q4: 5,212 shares; 2025Q1: 5,277 shares; 2025Q2: 5,108 shares; 2025Q3: 5,020 shares; 2025Q4: 4,915 shares; 2026Q1: 4,729 shares; 2026Q2: 4,523 shares 4,523 $1.49M 0.12% -206 Timeline JQUA 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: 7,308 shares; 2024Q4: 12,718 shares; 2025Q1: 13,121 shares; 2025Q2: 14,850 shares; 2025Q3: 19,919 shares; 2025Q4: 20,021 shares; 2026Q1: 21,197 shares; 2026Q2: 20,546 shares 20,546 $1.49M 0.12% -651 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: 5,026 shares; 2024Q4: 3,963 shares; 2025Q1: 4,266 shares; 2025Q2: 4,474 shares; 2025Q3: 4,653 shares; 2025Q4: 4,894 shares; 2026Q1: 5,356 shares; 2026Q2: 6,842 shares 6,842 $1.48M 0.12% +1,486 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,450 shares; 2024Q4: 19,074 shares; 2025Q1: 17,056 shares; 2025Q2: 15,579 shares; 2025Q3: 7,386 shares; 2025Q4: 14,794 shares; 2026Q1: 24,520 shares; 2026Q2: 29,194 shares 29,194 $1.48M 0.12% +4,674 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: 6,653 shares; 2024Q4: 6,451 shares; 2025Q1: 7,870 shares; 2025Q2: 8,341 shares; 2025Q3: 6,713 shares; 2025Q4: 7,502 shares; 2026Q1: 7,258 shares; 2026Q2: 6,446 shares 6,446 $1.46M 0.12% -812 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,171 shares; 2024Q4: 5,137 shares; 2025Q1: 5,309 shares; 2025Q2: 4,697 shares; 2025Q3: 4,603 shares; 2025Q4: 4,602 shares; 2026Q1: 4,670 shares; 2026Q2: 4,644 shares 4,644 $1.46M 0.12% -26 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,233 shares; 2024Q4: 8,357 shares; 2025Q1: 8,460 shares; 2025Q2: 8,140 shares; 2025Q3: 7,966 shares; 2025Q4: 7,961 shares; 2026Q1: 7,812 shares; 2026Q2: 7,816 shares 7,816 $1.45M 0.12% +4 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,165 shares; 2024Q4: 5,935 shares; 2025Q1: 5,995 shares; 2025Q2: 5,943 shares; 2025Q3: 5,918 shares; 2025Q4: 5,920 shares; 2026Q1: 5,990 shares; 2026Q2: 5,990 shares 5,990 $1.43M 0.11% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,533 shares; 2024Q4: 11,533 shares; 2025Q1: 11,706 shares; 2025Q2: 10,926 shares; 2025Q3: 11,001 shares; 2025Q4: 10,738 shares; 2026Q1: 10,282 shares; 2026Q2: 10,246 shares 10,246 $1.43M 0.11% -36 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 3,000 shares; 2025Q1: 5,764 shares; 2025Q2: 7,160 shares; 2025Q3: 9,839 shares; 2025Q4: 10,259 shares; 2026Q1: 18,458 shares; 2026Q2: 26,825 shares 26,825 $1.42M 0.11% +8,367 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: 9,142 shares; 2024Q4: 7,658 shares; 2025Q1: 7,563 shares; 2025Q2: 6,454 shares; 2025Q3: 6,494 shares; 2025Q4: 6,541 shares; 2026Q1: 6,783 shares; 2026Q2: 6,457 shares 6,457 $1.42M 0.11% -326 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,844 shares; 2024Q4: 8,775 shares; 2025Q1: 9,725 shares; 2025Q2: 7,401 shares; 2025Q3: 14,808 shares; 2025Q4: 13,039 shares; 2026Q1: 13,865 shares; 2026Q2: 12,928 shares 12,928 $1.41M 0.11% -937 Timeline DFAI 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: 33,990 shares; 2024Q4: 34,036 shares; 2025Q1: 30,456 shares; 2025Q2: 29,488 shares; 2025Q3: 29,488 shares; 2025Q4: 33,038 shares; 2026Q1: 33,713 shares; 2026Q2: 33,910 shares 33,910 $1.4M 0.11% +197 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 84 shares; 2024Q4: 84 shares; 2025Q1: 38 shares; 2025Q2: 13 shares; 2025Q3: 164 shares; 2025Q4: 67 shares; 2026Q1: 2,168 shares; 2026Q2: 2,188 shares 2,188 $1.4M 0.11% +20 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,303 shares; 2024Q4: 10,464 shares; 2025Q1: 9,914 shares; 2025Q2: 10,873 shares; 2025Q3: 10,158 shares; 2025Q4: 11,283 shares; 2026Q1: 14,038 shares; 2026Q2: 13,841 shares 13,841 $1.4M 0.11% -197 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,485 shares; 2024Q4: 8,485 shares; 2025Q1: 11,522 shares; 2025Q2: 21,081 shares; 2025Q3: 20,905 shares; 2025Q4: 24,304 shares; 2026Q1: 30,543 shares; 2026Q2: 30,706 shares 30,706 $1.37M 0.11% +163 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,903 shares; 2024Q4: 16,275 shares; 2025Q1: 17,522 shares; 2025Q2: 18,224 shares; 2025Q3: 20,804 shares; 2025Q4: 16,248 shares; 2026Q1: 16,344 shares; 2026Q2: 11,696 shares 11,696 $1.36M 0.11% -4,648 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,994 shares; 2024Q4: 37,606 shares; 2025Q1: 39,792 shares; 2025Q2: 35,496 shares; 2025Q3: 34,671 shares; 2025Q4: 25,927 shares; 2026Q1: 26,027 shares; 2026Q2: 26,790 shares 26,790 $1.36M 0.11% +763 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,944 shares; 2024Q4: 10,122 shares; 2025Q1: 10,552 shares; 2025Q2: 10,715 shares; 2025Q3: 6,581 shares; 2025Q4: 5,798 shares; 2026Q1: 5,815 shares; 2026Q2: 5,531 shares 5,531 $1.36M 0.11% -284 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: 2,689 shares; 2024Q4: 2,689 shares; 2025Q1: 2,702 shares; 2025Q2: 2,702 shares; 2025Q3: 2,786 shares; 2025Q4: 2,746 shares; 2026Q1: 2,746 shares; 2026Q2: 16,476 shares 16,476 $1.36M 0.11% +13,730 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: 1,240 shares; 2025Q1: 1,554 shares; 2025Q2: 1,679 shares; 2025Q3: 1,645 shares; 2025Q4: 1,350 shares; 2026Q1: 1,373 shares; 2026Q2: 1,409 shares 1,409 $1.36M 0.11% +36 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,675 shares; 2024Q4: 21,349 shares; 2025Q1: 19,586 shares; 2025Q2: 15,300 shares; 2025Q3: 15,399 shares; 2025Q4: 15,399 shares; 2026Q1: 13,974 shares; 2026Q2: 13,974 shares 13,974 $1.35M 0.11% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,680 shares; 2024Q4: 4,538 shares; 2025Q1: 4,462 shares; 2025Q2: 3,976 shares; 2025Q3: 3,960 shares; 2025Q4: 4,023 shares; 2026Q1: 3,962 shares; 2026Q2: 3,794 shares 3,794 $1.34M 0.11% -168 Timeline BBUS 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: 8,087 shares; 2024Q4: 7,803 shares; 2025Q1: 8,893 shares; 2025Q2: 7,728 shares; 2025Q3: 9,423 shares; 2025Q4: 9,454 shares; 2026Q1: 9,761 shares; 2026Q2: 9,924 shares 9,924 $1.34M 0.11% +163 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,047 shares; 2024Q4: 10,357 shares; 2025Q1: 6,141 shares; 2025Q2: 14,205 shares; 2025Q3: 16,538 shares; 2025Q4: 17,158 shares; 2026Q1: 15,968 shares; 2026Q2: 21,506 shares 21,506 $1.32M 0.11% +5,538 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: 16,689 shares; 2024Q4: 16,422 shares; 2025Q1: 17,921 shares; 2025Q2: 17,463 shares; 2025Q3: 16,361 shares; 2025Q4: 15,372 shares; 2026Q1: 16,048 shares; 2026Q2: 17,438 shares 17,438 $1.32M 0.11% +1,390 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,925 shares; 2024Q4: 78,181 shares; 2025Q1: 82,980 shares; 2025Q2: 84,087 shares; 2025Q3: 82,019 shares; 2025Q4: 84,613 shares; 2026Q1: 83,172 shares; 2026Q2: 73,555 shares 73,555 $1.32M 0.11% -9,617 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,645 shares; 2024Q4: not reported; 2025Q1: 26,872 shares; 2025Q2: 34,949 shares; 2025Q3: 34,949 shares; 2025Q4: 34,745 shares; 2026Q1: 34,745 shares; 2026Q2: 37,939 shares 37,939 $1.31M 0.11% +3,194 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: 5,932 shares 5,932 $1.31M 0.1% new Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,315 shares; 2024Q4: 2,454 shares; 2025Q1: 14,194 shares; 2025Q2: 14,709 shares; 2025Q3: 8,365 shares; 2025Q4: 11,103 shares; 2026Q1: not reported; 2026Q2: 42,641 shares 42,641 $1.31M 0.1% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 31,092 shares; 2024Q4: 30,668 shares; 2025Q1: 29,118 shares; 2025Q2: 27,454 shares; 2025Q3: 27,785 shares; 2025Q4: 28,100 shares; 2026Q1: 28,761 shares; 2026Q2: 27,349 shares 27,349 $1.3M 0.1% -1,412 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,489 shares; 2024Q4: 10,489 shares; 2025Q1: 42,543 shares; 2025Q2: 42,543 shares; 2025Q3: 44,639 shares; 2025Q4: 46,830 shares; 2026Q1: 49,081 shares; 2026Q2: 47,458 shares 47,458 $1.3M 0.1% -1,623 Timeline VGK 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: 16,515 shares; 2024Q4: 16,647 shares; 2025Q1: 19,877 shares; 2025Q2: 16,901 shares; 2025Q3: 15,319 shares; 2025Q4: 14,725 shares; 2026Q1: 14,543 shares; 2026Q2: 14,649 shares 14,649 $1.3M 0.1% +106 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,205 shares; 2024Q4: 60,564 shares; 2025Q1: 68,558 shares; 2025Q2: 66,570 shares; 2025Q3: 63,548 shares; 2025Q4: 72,526 shares; 2026Q1: 56,047 shares; 2026Q2: 53,848 shares 53,848 $1.3M 0.1% -2,199 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,368 shares; 2024Q4: 5,271 shares; 2025Q1: 5,644 shares; 2025Q2: 8,588 shares; 2025Q3: 7,367 shares; 2025Q4: 7,120 shares; 2026Q1: 10,046 shares; 2026Q2: 10,738 shares 10,738 $1.28M 0.1% +692 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,692 shares; 2024Q4: 8,146 shares; 2025Q1: 8,882 shares; 2025Q2: 9,136 shares; 2025Q3: 9,205 shares; 2025Q4: 8,985 shares; 2026Q1: 8,911 shares; 2026Q2: 7,895 shares 7,895 $1.28M 0.1% -1,016 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,644 shares; 2024Q4: 1,403 shares; 2025Q1: 13,341 shares; 2025Q2: 13,289 shares; 2025Q3: 13,391 shares; 2025Q4: 13,491 shares; 2026Q1: 13,512 shares; 2026Q2: 13,552 shares 13,552 $1.28M 0.1% +40 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: 7,799 shares; 2024Q4: 8,559 shares; 2025Q1: 7,272 shares; 2025Q2: 5,812 shares; 2025Q3: 6,632 shares; 2025Q4: 6,396 shares; 2026Q1: 6,785 shares; 2026Q2: 6,792 shares 6,792 $1.26M 0.1% +7 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: 8,015 shares; 2024Q4: 8,136 shares; 2025Q1: 8,519 shares; 2025Q2: 8,369 shares; 2025Q3: 8,602 shares; 2025Q4: 7,523 shares; 2026Q1: 8,923 shares; 2026Q2: 7,987 shares 7,987 $1.25M 0.1% -936 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: 13,553 shares; 2024Q4: 15,608 shares; 2025Q1: 15,564 shares; 2025Q2: 11,918 shares; 2025Q3: 13,644 shares; 2025Q4: 14,513 shares; 2026Q1: 13,399 shares; 2026Q2: 13,234 shares 13,234 $1.24M 0.1% -165 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 798 shares; 2024Q4: 744 shares; 2025Q1: 4,582 shares; 2025Q2: 3,513 shares; 2025Q3: 37,510 shares; 2025Q4: 23,290 shares; 2026Q1: 21,974 shares; 2026Q2: 27,151 shares 27,151 $1.24M 0.1% +5,177 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: 5,448 shares; 2024Q4: 3,890 shares; 2025Q1: 3,960 shares; 2025Q2: 3,394 shares; 2025Q3: 3,551 shares; 2025Q4: 3,537 shares; 2026Q1: 3,158 shares; 2026Q2: 3,116 shares 3,116 $1.24M 0.1% -42 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,561 shares; 2024Q4: 2,575 shares; 2025Q1: 3,147 shares; 2025Q2: 2,788 shares; 2025Q3: 2,857 shares; 2025Q4: 2,388 shares; 2026Q1: 2,579 shares; 2026Q2: 2,587 shares 2,587 $1.24M 0.1% +8 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,620 shares; 2024Q4: 7,640 shares; 2025Q1: 7,770 shares; 2025Q2: 7,509 shares; 2025Q3: 7,634 shares; 2025Q4: 7,480 shares; 2026Q1: 7,474 shares; 2026Q2: 7,497 shares 7,497 $1.22M 0.1% +23 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,647 shares; 2024Q4: 3,744 shares; 2025Q1: 3,753 shares; 2025Q2: 4,204 shares; 2025Q3: 4,040 shares; 2025Q4: 2,324 shares; 2026Q1: 7,284 shares; 2026Q2: 4,087 shares 4,087 $1.22M 0.1% -3,197 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,841 shares; 2024Q4: 14,387 shares; 2025Q1: 15,823 shares; 2025Q2: 16,748 shares; 2025Q3: 15,659 shares; 2025Q4: 16,394 shares; 2026Q1: 12,483 shares; 2026Q2: 12,656 shares 12,656 $1.21M 0.1% +173 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,201 shares; 2024Q4: 18,421 shares; 2025Q1: 21,752 shares; 2025Q2: 20,999 shares; 2025Q3: 24,700 shares; 2025Q4: 20,893 shares; 2026Q1: 16,587 shares; 2026Q2: 15,902 shares 15,902 $1.2M 0.1% -685 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,055 shares; 2024Q4: 2,142 shares; 2025Q1: 2,066 shares; 2025Q2: 1,767 shares; 2025Q3: 1,726 shares; 2025Q4: 1,732 shares; 2026Q1: 1,729 shares; 2026Q2: 1,587 shares 1,587 $1.2M 0.1% -142 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: 18,961 shares; 2024Q4: 18,668 shares; 2025Q1: 15,198 shares; 2025Q2: 19,711 shares; 2025Q3: 17,232 shares; 2025Q4: 17,295 shares; 2026Q1: 17,333 shares; 2026Q2: 15,649 shares 15,649 $1.2M 0.1% -1,684 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 63,578 shares; 2024Q4: 62,033 shares; 2025Q1: 63,810 shares; 2025Q2: 67,819 shares; 2025Q3: 76,018 shares; 2025Q4: 67,198 shares; 2026Q1: 61,617 shares; 2026Q2: 57,463 shares 57,463 $1.19M 0.1% -4,154 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,932 shares; 2024Q4: 5,028 shares; 2025Q1: 7,938 shares; 2025Q2: 7,689 shares; 2025Q3: 8,961 shares; 2025Q4: 8,502 shares; 2026Q1: 7,686 shares; 2026Q2: 10,884 shares 10,884 $1.19M 0.09% +3,198 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,803 shares; 2024Q4: 18,835 shares; 2025Q1: 17,041 shares; 2025Q2: 19,802 shares; 2025Q3: 18,470 shares; 2025Q4: 17,736 shares; 2026Q1: 20,652 shares; 2026Q2: 22,887 shares 22,887 $1.19M 0.09% +2,235 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,072 shares; 2024Q4: 2,122 shares; 2025Q1: 2,247 shares; 2025Q2: 2,248 shares; 2025Q3: 1,823 shares; 2025Q4: 1,853 shares; 2026Q1: 1,811 shares; 2026Q2: 1,485 shares 1,485 $1.18M 0.09% -326 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,479 shares; 2024Q4: 13,522 shares; 2025Q1: 18,302 shares; 2025Q2: 18,142 shares; 2025Q3: 18,142 shares; 2025Q4: 22,589 shares; 2026Q1: 43,490 shares; 2026Q2: 46,668 shares 46,668 $1.17M 0.09% +3,178 Timeline JBND 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: 3,829 shares; 2024Q4: 3,963 shares; 2025Q1: 4,352 shares; 2025Q2: 10,702 shares; 2025Q3: 11,772 shares; 2025Q4: 14,545 shares; 2026Q1: 16,182 shares; 2026Q2: 21,648 shares 21,648 $1.16M 0.09% +5,466 Timeline FTQI 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: 35,680 shares; 2025Q1: 41,558 shares; 2025Q2: 45,779 shares; 2025Q3: 47,396 shares; 2025Q4: 49,553 shares; 2026Q1: 50,797 shares; 2026Q2: 51,947 shares 51,947 $1.15M 0.09% +1,150 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 67,215 shares; 2024Q4: 69,403 shares; 2025Q1: 71,854 shares; 2025Q2: 70,320 shares; 2025Q3: 70,320 shares; 2025Q4: 70,320 shares; 2026Q1: 70,320 shares; 2026Q2: 68,536 shares 68,536 $1.14M 0.09% -1,784 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,375 shares; 2024Q4: 3,787 shares; 2025Q1: 3,623 shares; 2025Q2: 1,620 shares; 2025Q3: 1,648 shares; 2025Q4: 2,045 shares; 2026Q1: 2,045 shares; 2026Q2: 2,651 shares 2,651 $1.14M 0.09% +606 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,607 shares; 2024Q4: 12,199 shares; 2025Q1: 11,829 shares; 2025Q2: 12,396 shares; 2025Q3: 12,656 shares; 2025Q4: 11,745 shares; 2026Q1: 11,364 shares; 2026Q2: 11,183 shares 11,183 $1.14M 0.09% -181 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,850 shares; 2024Q4: 22,935 shares; 2025Q1: 20,476 shares; 2025Q2: 19,410 shares; 2025Q3: 20,120 shares; 2025Q4: 20,265 shares; 2026Q1: 16,962 shares; 2026Q2: 16,889 shares 16,889 $1.14M 0.09% -73 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 9,751 shares; 2025Q1: 8,479 shares; 2025Q2: 7,784 shares; 2025Q3: 6,335 shares; 2025Q4: 6,590 shares; 2026Q1: 6,533 shares; 2026Q2: 6,640 shares 6,640 $1.13M 0.09% +107 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 181,660 shares; 2024Q4: 186,705 shares; 2025Q1: 196,196 shares; 2025Q2: 192,830 shares; 2025Q3: 192,830 shares; 2025Q4: 192,830 shares; 2026Q1: 173,756 shares; 2026Q2: 158,006 shares 158,006 $1.13M 0.09% -15,750 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,874 shares; 2024Q4: 9,988 shares; 2025Q1: 11,347 shares; 2025Q2: 7,859 shares; 2025Q3: 8,132 shares; 2025Q4: 8,165 shares; 2026Q1: 9,234 shares; 2026Q2: 8,617 shares 8,617 $1.13M 0.09% -617 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,337 shares; 2024Q4: 43,105 shares; 2025Q1: 42,841 shares; 2025Q2: 48,763 shares; 2025Q3: 26,561 shares; 2025Q4: 22,807 shares; 2026Q1: 22,396 shares; 2026Q2: 21,886 shares 21,886 $1.12M 0.09% -510 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: 2,101 shares; 2024Q4: 1,534 shares; 2025Q1: 1,952 shares; 2025Q2: 4,142 shares; 2025Q3: 4,346 shares; 2025Q4: 3,642 shares; 2026Q1: 3,720 shares; 2026Q2: 13,204 shares 13,204 $1.11M 0.09% +9,484 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: 2,857 shares; 2024Q4: 2,473 shares; 2025Q1: 2,613 shares; 2025Q2: 2,346 shares; 2025Q3: 2,356 shares; 2025Q4: 2,133 shares; 2026Q1: 2,148 shares; 2026Q2: 2,129 shares 2,129 $1.11M 0.09% -19 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: 12,227 shares; 2024Q4: 14,311 shares; 2025Q1: 11,604 shares; 2025Q2: 9,809 shares; 2025Q3: 9,830 shares; 2025Q4: 9,450 shares; 2026Q1: 9,402 shares; 2026Q2: 9,327 shares 9,327 $1.1M 0.09% -75 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,430 shares; 2024Q4: 3,225 shares; 2025Q1: 3,536 shares; 2025Q2: 3,316 shares; 2025Q3: 3,381 shares; 2025Q4: 3,378 shares; 2026Q1: 4,310 shares; 2026Q2: 4,199 shares 4,199 $1.09M 0.09% -111 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,500 shares; 2024Q4: 13,445 shares; 2025Q1: 15,780 shares; 2025Q2: 18,330 shares; 2025Q3: 14,935 shares; 2025Q4: 37,503 shares; 2026Q1: 40,467 shares; 2026Q2: 39,145 shares 39,145 $1.09M 0.09% -1,322 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: 10,147 shares; 2024Q4: 10,548 shares; 2025Q1: 8,437 shares; 2025Q2: 8,483 shares; 2025Q3: 6,235 shares; 2025Q4: 4,954 shares; 2026Q1: 8,006 shares; 2026Q2: 8,772 shares 8,772 $1.09M 0.09% +766 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,404 shares; 2024Q4: 7,158 shares; 2025Q1: 4,445 shares; 2025Q2: 4,058 shares; 2025Q3: 6,054 shares; 2025Q4: 10,818 shares; 2026Q1: 12,035 shares; 2026Q2: 11,472 shares 11,472 $1.08M 0.09% -563 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: 8 shares; 2024Q4: 8 shares; 2025Q1: 1,345 shares; 2025Q2: 54 shares; 2025Q3: 1,219 shares; 2025Q4: 41 shares; 2026Q1: 4,406 shares; 2026Q2: 4,376 shares 4,376 $1.07M 0.09% -30 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,708 shares; 2024Q4: 13,940 shares; 2025Q1: 12,717 shares; 2025Q2: 13,131 shares; 2025Q3: 13,766 shares; 2025Q4: 13,486 shares; 2026Q1: 14,349 shares; 2026Q2: 12,979 shares 12,979 $1.07M 0.09% -1,370 Timeline JAVA 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: 2,965 shares; 2024Q4: 3,315 shares; 2025Q1: 3,380 shares; 2025Q2: 12,663 shares; 2025Q3: 12,485 shares; 2025Q4: 12,634 shares; 2026Q1: 12,073 shares; 2026Q2: 13,484 shares 13,484 $1.07M 0.09% +1,411 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,870 shares; 2024Q4: 34,577 shares; 2025Q1: 28,866 shares; 2025Q2: 36,095 shares; 2025Q3: 36,312 shares; 2025Q4: 38,276 shares; 2026Q1: 35,631 shares; 2026Q2: 33,410 shares 33,410 $1.07M 0.09% -2,221 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: 3,424 shares; 2024Q4: 3,444 shares; 2025Q1: 3,503 shares; 2025Q2: 3,335 shares; 2025Q3: 3,334 shares; 2025Q4: 3,262 shares; 2026Q1: 3,209 shares; 2026Q2: 3,215 shares 3,215 $1.07M 0.09% +6 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,006 shares; 2024Q4: 8,874 shares; 2025Q1: 9,401 shares; 2025Q2: 9,445 shares; 2025Q3: 9,872 shares; 2025Q4: 10,261 shares; 2026Q1: 10,327 shares; 2026Q2: 10,234 shares 10,234 $1.06M 0.09% -93 Timeline HYMB 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: 47,481 shares; 2024Q4: 47,731 shares; 2025Q1: 42,364 shares; 2025Q2: 41,506 shares; 2025Q3: 44,268 shares; 2025Q4: 41,183 shares; 2026Q1: 40,814 shares; 2026Q2: 41,565 shares 41,565 $1.06M 0.08% +751 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS 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: 35,735 shares; 2026Q1: 36,574 shares; 2026Q2: 33,689 shares 33,689 $1.05M 0.08% -2,885 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,683 shares; 2024Q4: 6,896 shares; 2025Q1: 6,903 shares; 2025Q2: 6,588 shares; 2025Q3: 6,298 shares; 2025Q4: 6,398 shares; 2026Q1: 6,300 shares; 2026Q2: 6,194 shares 6,194 $1.05M 0.08% -106 Timeline SDVY 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: 35,518 shares; 2024Q4: 40,333 shares; 2025Q1: 39,359 shares; 2025Q2: 34,742 shares; 2025Q3: 34,188 shares; 2025Q4: 31,293 shares; 2026Q1: 32,362 shares; 2026Q2: 24,191 shares 24,191 $1.04M 0.08% -8,171 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: 13,074 shares; 2024Q4: 11,686 shares; 2025Q1: 11,787 shares; 2025Q2: 11,832 shares; 2025Q3: 11,758 shares; 2025Q4: 10,665 shares; 2026Q1: 10,298 shares; 2026Q2: 10,047 shares 10,047 $1.04M 0.08% -251 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: 5,292 shares; 2024Q4: 5,288 shares; 2025Q1: 4,329 shares; 2025Q2: 4,416 shares; 2025Q3: 5,056 shares; 2025Q4: 6,064 shares; 2026Q1: 6,239 shares; 2026Q2: 8,322 shares 8,322 $1.04M 0.08% +2,083 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,357 shares; 2024Q4: 5,438 shares; 2025Q1: 5,609 shares; 2025Q2: 5,641 shares; 2025Q3: 5,598 shares; 2025Q4: 5,681 shares; 2026Q1: 5,587 shares; 2026Q2: 5,905 shares 5,905 $1.04M 0.08% +318 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: 14,116 shares; 2024Q4: 12,752 shares; 2025Q1: 13,319 shares; 2025Q2: 12,950 shares; 2025Q3: 12,219 shares; 2025Q4: 11,731 shares; 2026Q1: 10,902 shares; 2026Q2: 10,640 shares 10,640 $1.02M 0.08% -262 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,082 shares; 2024Q4: 7,209 shares; 2025Q1: 7,099 shares; 2025Q2: 6,169 shares; 2025Q3: 6,227 shares; 2025Q4: 6,358 shares; 2026Q1: 6,322 shares; 2026Q2: 6,303 shares 6,303 $1.02M 0.08% -19 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,507 shares; 2024Q4: 6,542 shares; 2025Q1: 14,496 shares; 2025Q2: 14,496 shares; 2025Q3: 17,595 shares; 2025Q4: 29,651 shares; 2026Q1: 30,084 shares; 2026Q2: 37,084 shares 37,084 $1.02M 0.08% +7,000 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,059 shares; 2024Q4: 5,368 shares; 2025Q1: 5,536 shares; 2025Q2: 5,163 shares; 2025Q3: 5,585 shares; 2025Q4: 5,579 shares; 2026Q1: 11,733 shares; 2026Q2: 11,029 shares 11,029 $1.02M 0.08% -704 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,503 shares; 2024Q4: 7,148 shares; 2025Q1: 5,955 shares; 2025Q2: 8,955 shares; 2025Q3: 11,640 shares; 2025Q4: 12,576 shares; 2026Q1: 8,944 shares; 2026Q2: 12,540 shares 12,540 $1M 0.08% +3,596 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,053 shares; 2024Q4: 21,256 shares; 2025Q1: 27,915 shares; 2025Q2: 15,883 shares; 2025Q3: 18,493 shares; 2025Q4: 19,285 shares; 2026Q1: 19,360 shares; 2026Q2: 19,920 shares 19,920 $1M 0.08% +560 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,172 shares; 2024Q4: 2,323 shares; 2025Q1: 2,298 shares; 2025Q2: 2,426 shares; 2025Q3: 2,086 shares; 2025Q4: 2,093 shares; 2026Q1: 1,812 shares; 2026Q2: 1,902 shares 1,902 $994K 0.08% +90 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: 2,320 shares; 2024Q4: 2,280 shares; 2025Q1: 2,280 shares; 2025Q2: 2,337 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 2,329 shares; 2026Q2: 2,329 shares 2,329 $993K 0.08% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,821 shares; 2024Q4: 5,176 shares; 2025Q1: 5,534 shares; 2025Q2: 5,891 shares; 2025Q3: 6,080 shares; 2025Q4: 6,286 shares; 2026Q1: 6,394 shares; 2026Q2: 6,324 shares 6,324 $991K 0.08% -70 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,628 shares; 2024Q4: 7,141 shares; 2025Q1: 16,248 shares; 2025Q2: 18,016 shares; 2025Q3: 20,941 shares; 2025Q4: 12,206 shares; 2026Q1: 13,304 shares; 2026Q2: 19,802 shares 19,802 $987K 0.08% +6,498 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: 15,920 shares; 2024Q4: 14,585 shares; 2025Q1: 15,217 shares; 2025Q2: 14,683 shares; 2025Q3: 13,075 shares; 2025Q4: 13,494 shares; 2026Q1: 14,756 shares; 2026Q2: 16,734 shares 16,734 $986K 0.08% +1,978 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: 2,707 shares; 2024Q4: 3,218 shares; 2025Q1: 3,694 shares; 2025Q2: 3,694 shares; 2025Q3: 3,698 shares; 2025Q4: 3,666 shares; 2026Q1: 3,654 shares; 2026Q2: 3,599 shares 3,599 $985K 0.08% -55 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,641 shares; 2024Q4: 13,366 shares; 2025Q1: 17,911 shares; 2025Q2: 14,477 shares; 2025Q3: 42,116 shares; 2025Q4: 44,241 shares; 2026Q1: 27,558 shares; 2026Q2: 37,111 shares 37,111 $984K 0.08% +9,553 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,500 shares; 2025Q1: not reported; 2025Q2: 2,058 shares; 2025Q3: 1,058 shares; 2025Q4: 5,333 shares; 2026Q1: 5,561 shares; 2026Q2: 5,623 shares 5,623 $976K 0.08% +62 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: 6,205 shares; 2024Q4: 7,071 shares; 2025Q1: 7,270 shares; 2025Q2: 7,690 shares; 2025Q3: 7,476 shares; 2025Q4: 7,934 shares; 2026Q1: 7,097 shares; 2026Q2: 6,738 shares 6,738 $974K 0.08% -359 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: 4,224 shares; 2024Q4: 1,892 shares; 2025Q1: 1,677 shares; 2025Q2: 2,266 shares; 2025Q3: 2,290 shares; 2025Q4: 3,635 shares; 2026Q1: 3,729 shares; 2026Q2: 8,799 shares 8,799 $963K 0.08% +5,070 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,598 shares; 2024Q4: 3,179 shares; 2025Q1: 3,100 shares; 2025Q2: 3,076 shares; 2025Q3: 3,992 shares; 2025Q4: 3,904 shares; 2026Q1: 3,680 shares; 2026Q2: 3,922 shares 3,922 $951K 0.08% +242 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,322 shares; 2024Q4: 8,807 shares; 2025Q1: 9,464 shares; 2025Q2: 8,961 shares; 2025Q3: 6,667 shares; 2025Q4: 9,984 shares; 2026Q1: 13,122 shares; 2026Q2: 17,837 shares 17,837 $948K 0.08% +4,715 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,368 shares; 2024Q4: 8,688 shares; 2025Q1: 8,688 shares; 2025Q2: 8,688 shares; 2025Q3: 8,194 shares; 2025Q4: 8,194 shares; 2026Q1: 8,086 shares; 2026Q2: 8,086 shares 8,086 $946K 0.08% 0 Timeline FTSM 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: 33,100 shares; 2024Q4: 33,969 shares; 2025Q1: 40,345 shares; 2025Q2: 32,655 shares; 2025Q3: 27,085 shares; 2025Q4: 33,708 shares; 2026Q1: 24,990 shares; 2026Q2: 15,746 shares 15,746 $940K 0.08% -9,244 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: 18,464 shares; 2024Q4: 15,660 shares; 2025Q1: 14,182 shares; 2025Q2: 15,118 shares; 2025Q3: 14,424 shares; 2025Q4: 10,858 shares; 2026Q1: 9,193 shares; 2026Q2: 8,587 shares 8,587 $920K 0.07% -606 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: 35,075 shares; 2024Q4: 46,415 shares; 2025Q1: 28,210 shares; 2025Q2: 32,174 shares; 2025Q3: 41,659 shares; 2025Q4: 48,923 shares; 2026Q1: 40,548 shares; 2026Q2: 35,918 shares 35,918 $917K 0.07% -4,630 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,635 shares; 2024Q4: 12,476 shares; 2025Q1: 12,788 shares; 2025Q2: 14,661 shares; 2025Q3: 17,661 shares; 2025Q4: 24,247 shares; 2026Q1: 23,527 shares; 2026Q2: 22,265 shares 22,265 $915K 0.07% -1,262 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: 2,202 shares; 2024Q4: 3,693 shares; 2025Q1: 4,521 shares; 2025Q2: 6,099 shares; 2025Q3: 5,836 shares; 2025Q4: 4,249 shares; 2026Q1: 3,648 shares; 2026Q2: 2,715 shares 2,715 $909K 0.07% -933 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 13,574 shares; 2024Q4: 13,718 shares; 2025Q1: 13,426 shares; 2025Q2: 12,892 shares; 2025Q3: 8,298 shares; 2025Q4: 16,480 shares; 2026Q1: 17,960 shares; 2026Q2: 16,988 shares 16,988 $902K 0.07% -972 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: 3,928 shares; 2024Q4: 4,192 shares; 2025Q1: 3,756 shares; 2025Q2: 4,319 shares; 2025Q3: 3,966 shares; 2025Q4: 4,170 shares; 2026Q1: 4,040 shares; 2026Q2: 4,056 shares 4,056 $897K 0.07% +16 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,798 shares; 2025Q3: 13,248 shares; 2025Q4: 16,248 shares; 2026Q1: 16,248 shares; 2026Q2: 18,466 shares 18,466 $890K 0.07% +2,218 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,107 shares; 2024Q4: 4,128 shares; 2025Q1: 3,433 shares; 2025Q2: 3,433 shares; 2025Q3: 3,045 shares; 2025Q4: 3,045 shares; 2026Q1: 11,400 shares; 2026Q2: 15,735 shares 15,735 $889K 0.07% +4,335 Timeline PWB 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: 4,589 shares; 2024Q4: 4,589 shares; 2025Q1: 4,962 shares; 2025Q2: 5,145 shares; 2025Q3: 2,816 shares; 2025Q4: 3,038 shares; 2026Q1: 3,038 shares; 2026Q2: 5,261 shares 5,261 $886K 0.07% +2,223 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,308 shares; 2024Q4: 7,039 shares; 2025Q1: 13,650 shares; 2025Q2: 12,343 shares; 2025Q3: 9,629 shares; 2025Q4: 11,356 shares; 2026Q1: 14,507 shares; 2026Q2: 20,856 shares 20,856 $883K 0.07% +6,349 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: 1,532 shares; 2024Q4: 1,439 shares; 2025Q1: 1,279 shares; 2025Q2: 757 shares; 2025Q3: 952 shares; 2025Q4: 962 shares; 2026Q1: 950 shares; 2026Q2: 7,385 shares 7,385 $883K 0.07% +6,435 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,604 shares; 2025Q3: 10,604 shares; 2025Q4: 18,021 shares; 2026Q1: 18,385 shares; 2026Q2: 21,790 shares 21,790 $874K 0.07% +3,405 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: 11,004 shares; 2024Q4: 10,997 shares; 2025Q1: 11,204 shares; 2025Q2: 11,074 shares; 2025Q3: 11,218 shares; 2025Q4: 11,660 shares; 2026Q1: 11,868 shares; 2026Q2: 11,892 shares 11,892 $872K 0.07% +24 Timeline RDVI 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: 900 shares; 2024Q4: 20,036 shares; 2025Q1: 24,786 shares; 2025Q2: 24,036 shares; 2025Q3: 25,036 shares; 2025Q4: 26,536 shares; 2026Q1: 26,036 shares; 2026Q2: 29,551 shares 29,551 $869K 0.07% +3,515 Timeline SPGM 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: 10,485 shares; 2024Q4: 10,459 shares; 2025Q1: 10,282 shares; 2025Q2: 10,348 shares; 2025Q3: 12,926 shares; 2025Q4: 11,267 shares; 2026Q1: 10,823 shares; 2026Q2: 10,138 shares 10,138 $869K 0.07% -685 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: 11,086 shares; 2024Q4: 9,400 shares; 2025Q1: 9,834 shares; 2025Q2: 9,143 shares; 2025Q3: 8,411 shares; 2025Q4: 7,368 shares; 2026Q1: 5,860 shares; 2026Q2: 5,451 shares 5,451 $865K 0.07% -409 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: 39,834 shares; 2024Q4: 40,312 shares; 2025Q1: 39,545 shares; 2025Q2: 35,236 shares; 2025Q3: 30,103 shares; 2025Q4: 29,432 shares; 2026Q1: 29,121 shares; 2026Q2: 28,191 shares 28,191 $860K 0.07% -930 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,152 shares; 2024Q4: 14,024 shares; 2025Q1: 15,205 shares; 2025Q2: 18,484 shares; 2025Q3: 18,563 shares; 2025Q4: 18,778 shares; 2026Q1: 18,734 shares; 2026Q2: 17,153 shares 17,153 $855K 0.07% -1,581 Timeline MGK 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: 307 shares; 2024Q4: 628 shares; 2025Q1: 644 shares; 2025Q2: 1,827 shares; 2025Q3: 1,720 shares; 2025Q4: 1,706 shares; 2026Q1: 1,685 shares; 2026Q2: 9,709 shares 9,709 $854K 0.07% +8,024 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,120 shares; 2024Q4: 1,510 shares; 2025Q1: 1,505 shares; 2025Q2: 1,849 shares; 2025Q3: 6,959 shares; 2025Q4: 7,373 shares; 2026Q1: 6,840 shares; 2026Q2: 6,015 shares 6,015 $853K 0.07% -825 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,670 shares; 2024Q4: 5,618 shares; 2025Q1: 4,948 shares; 2025Q2: 5,910 shares; 2025Q3: 6,205 shares; 2025Q4: 6,862 shares; 2026Q1: 6,921 shares; 2026Q2: 7,769 shares 7,769 $853K 0.07% +848 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,436 shares; 2024Q4: 5,456 shares; 2025Q1: 5,394 shares; 2025Q2: 4,729 shares; 2025Q3: 4,700 shares; 2025Q4: 4,734 shares; 2026Q1: 4,198 shares; 2026Q2: 4,002 shares 4,002 $853K 0.07% -196 Timeline EVMO MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,705 shares; 2025Q4: 14,263 shares; 2026Q1: 14,263 shares; 2026Q2: 17,022 shares 17,022 $851K 0.07% +2,759 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,591 shares; 2024Q4: 9,676 shares; 2025Q1: 9,866 shares; 2025Q2: 9,866 shares; 2025Q3: 6,781 shares; 2025Q4: 12,444 shares; 2026Q1: 24,628 shares; 2026Q2: 22,399 shares 22,399 $850K 0.07% -2,229 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,830 shares; 2024Q4: 12,534 shares; 2025Q1: 12,986 shares; 2025Q2: 15,574 shares; 2025Q3: 15,037 shares; 2025Q4: 14,653 shares; 2026Q1: 12,652 shares; 2026Q2: 11,431 shares 11,431 $850K 0.07% -1,221 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,637 shares; 2024Q4: 4,400 shares; 2025Q1: 29,747 shares; 2025Q2: 29,149 shares; 2025Q3: 28,781 shares; 2025Q4: 34,134 shares; 2026Q1: 33,158 shares; 2026Q2: 53,478 shares 53,478 $849K 0.07% +20,320 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,155 shares; 2024Q4: 8,486 shares; 2025Q1: 9,349 shares; 2025Q2: 9,277 shares; 2025Q3: 9,734 shares; 2025Q4: 10,196 shares; 2026Q1: 10,704 shares; 2026Q2: 10,849 shares 10,849 $849K 0.07% +145 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66 shares; 2024Q4: 66 shares; 2025Q1: 109 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 43 shares; 2026Q1: 974 shares; 2026Q2: 989 shares 989 $849K 0.07% +15 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,022 shares; 2024Q4: 16,250 shares; 2025Q1: 21,580 shares; 2025Q2: 24,556 shares; 2025Q3: 26,361 shares; 2025Q4: 27,418 shares; 2026Q1: 26,236 shares; 2026Q2: 16,186 shares 16,186 $847K 0.07% -10,050 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,064 shares; 2024Q4: 17,889 shares; 2025Q1: 17,889 shares; 2025Q2: 15,488 shares; 2025Q3: 25,995 shares; 2025Q4: 38,590 shares; 2026Q1: 38,183 shares; 2026Q2: 37,963 shares 37,963 $846K 0.07% -220 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: 6,062 shares; 2024Q4: 6,062 shares; 2025Q1: 6,735 shares; 2025Q2: 6,657 shares; 2025Q3: 9,795 shares; 2025Q4: 8,568 shares; 2026Q1: 8,461 shares; 2026Q2: 8,842 shares 8,842 $844K 0.07% +381 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: 7,159 shares; 2024Q4: 7,146 shares; 2025Q1: 8,259 shares; 2025Q2: 8,109 shares; 2025Q3: 11,732 shares; 2025Q4: 9,496 shares; 2026Q1: 9,535 shares; 2026Q2: 8,729 shares 8,729 $842K 0.07% -806 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,396 shares; 2024Q4: 7,866 shares; 2025Q1: 7,846 shares; 2025Q2: 7,416 shares; 2025Q3: 7,107 shares; 2025Q4: 5,959 shares; 2026Q1: 5,565 shares; 2026Q2: 5,139 shares 5,139 $841K 0.07% -426 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,927 shares; 2024Q4: 9,415 shares; 2025Q1: 9,504 shares; 2025Q2: 10,877 shares; 2025Q3: 10,728 shares; 2025Q4: 16,357 shares; 2026Q1: 16,291 shares; 2026Q2: 15,393 shares 15,393 $834K 0.07% -898 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE 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: 21,857 shares 21,857 $834K 0.07% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,170 shares; 2024Q4: 6,787 shares; 2025Q1: 6,759 shares; 2025Q2: 6,759 shares; 2025Q3: 6,712 shares; 2025Q4: 6,147 shares; 2026Q1: 6,199 shares; 2026Q2: 30,358 shares 30,358 $832K 0.07% +24,159 Timeline LMBS 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: 26,653 shares; 2024Q4: 25,329 shares; 2025Q1: 23,556 shares; 2025Q2: 18,477 shares; 2025Q3: 18,552 shares; 2025Q4: 20,658 shares; 2026Q1: 17,491 shares; 2026Q2: 16,645 shares 16,645 $829K 0.07% -846 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: 20,849 shares; 2024Q4: 21,548 shares; 2025Q1: 22,168 shares; 2025Q2: 21,838 shares; 2025Q3: 16,076 shares; 2025Q4: 13,404 shares; 2026Q1: 13,913 shares; 2026Q2: 13,710 shares 13,710 $828K 0.07% -203 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,771 shares; 2024Q4: 14,782 shares; 2025Q1: 14,435 shares; 2025Q2: 14,868 shares; 2025Q3: 14,173 shares; 2025Q4: 13,602 shares; 2026Q1: 14,557 shares; 2026Q2: 14,250 shares 14,250 $824K 0.07% -307 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: 8,696 shares; 2024Q4: 8,588 shares; 2025Q1: 9,344 shares; 2025Q2: 9,445 shares; 2025Q3: 7,243 shares; 2025Q4: 6,450 shares; 2026Q1: 5,960 shares; 2026Q2: 5,257 shares 5,257 $824K 0.07% -703 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,981 shares; 2024Q4: 14,981 shares; 2025Q1: 17,161 shares; 2025Q2: 24,389 shares; 2025Q3: 25,718 shares; 2025Q4: 26,174 shares; 2026Q1: 26,347 shares; 2026Q2: 17,898 shares 17,898 $818K 0.07% -8,449 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: 175 shares; 2024Q4: 176 shares; 2025Q1: 269 shares; 2025Q2: 265 shares; 2025Q3: 258 shares; 2025Q4: 259 shares; 2026Q1: 176 shares; 2026Q2: 4,583 shares 4,583 $817K 0.07% +4,407 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,983 shares; 2024Q4: 16,696 shares; 2025Q1: 16,631 shares; 2025Q2: 16,075 shares; 2025Q3: 16,075 shares; 2025Q4: 17,275 shares; 2026Q1: 14,200 shares; 2026Q2: 16,200 shares 16,200 $816K 0.07% +2,000 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 14,775 shares; 2026Q1: 28,456 shares; 2026Q2: 31,676 shares 31,676 $811K 0.06% +3,220 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: 2,329 shares; 2024Q4: 4,472 shares; 2025Q1: 5,418 shares; 2025Q2: 4,889 shares; 2025Q3: 5,847 shares; 2025Q4: 5,570 shares; 2026Q1: 5,508 shares; 2026Q2: 5,483 shares 5,483 $810K 0.06% -25 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,541 shares; 2024Q4: 29,477 shares; 2025Q1: 30,391 shares; 2025Q2: 24,577 shares; 2025Q3: 32,785 shares; 2025Q4: 33,955 shares; 2026Q1: 30,314 shares; 2026Q2: 30,576 shares 30,576 $802K 0.06% +262 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,404 shares; 2024Q4: 5,495 shares; 2025Q1: 3,771 shares; 2025Q2: 3,087 shares; 2025Q3: 2,630 shares; 2025Q4: 2,284 shares; 2026Q1: 2,446 shares; 2026Q2: 4,621 shares 4,621 $786K 0.06% +2,175 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 788 shares; 2024Q4: 771 shares; 2025Q1: 1,000 shares; 2025Q2: 1,575 shares; 2025Q3: 1,912 shares; 2025Q4: 1,393 shares; 2026Q1: 1,273 shares; 2026Q2: 1,515 shares 1,515 $780K 0.06% +242 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 10,171 shares; 2025Q3: 11,708 shares; 2025Q4: 11,428 shares; 2026Q1: 12,146 shares; 2026Q2: 18,099 shares 18,099 $780K 0.06% +5,953 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,544 shares; 2024Q4: 7,643 shares; 2025Q1: 8,805 shares; 2025Q2: 7,942 shares; 2025Q3: 7,664 shares; 2025Q4: 7,474 shares; 2026Q1: 6,940 shares; 2026Q2: 6,639 shares 6,639 $778K 0.06% -301 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 1,522 shares; 2025Q4: 1,474 shares; 2026Q1: 2,869 shares; 2026Q2: 2,852 shares 2,852 $776K 0.06% -17 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,008 shares; 2024Q4: 5,943 shares; 2025Q1: 7,983 shares; 2025Q2: 7,983 shares; 2025Q3: 7,983 shares; 2025Q4: 9,033 shares; 2026Q1: 9,033 shares; 2026Q2: 12,964 shares 12,964 $769K 0.06% +3,931 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,447 shares; 2024Q4: 1,516 shares; 2025Q1: 1,582 shares; 2025Q2: 1,796 shares; 2025Q3: 1,783 shares; 2025Q4: 1,823 shares; 2026Q1: 1,823 shares; 2026Q2: 4,358 shares 4,358 $766K 0.06% +2,535 Timeline TFI 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: 23,011 shares; 2024Q4: 23,880 shares; 2025Q1: 1,974 shares; 2025Q2: 869 shares; 2025Q3: 2,367 shares; 2025Q4: 9,584 shares; 2026Q1: 9,365 shares; 2026Q2: 16,676 shares 16,676 $764K 0.06% +7,311 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,893 shares; 2024Q4: 4,893 shares; 2025Q1: 5,069 shares; 2025Q2: 4,986 shares; 2025Q3: 4,984 shares; 2025Q4: 5,024 shares; 2026Q1: 4,933 shares; 2026Q2: 4,941 shares 4,941 $762K 0.06% +8 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,452 shares; 2024Q4: 7,576 shares; 2025Q1: 8,324 shares; 2025Q2: 8,388 shares; 2025Q3: 8,161 shares; 2025Q4: 8,413 shares; 2026Q1: 8,413 shares; 2026Q2: 7,650 shares 7,650 $762K 0.06% -763 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,780 shares; 2024Q4: 2,792 shares; 2025Q1: 2,630 shares; 2025Q2: 3,245 shares; 2025Q3: 3,279 shares; 2025Q4: 2,947 shares; 2026Q1: 2,974 shares; 2026Q2: 3,062 shares 3,062 $761K 0.06% +88 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,678 shares; 2024Q4: 8,140 shares; 2025Q1: 8,190 shares; 2025Q2: 7,655 shares; 2025Q3: 6,289 shares; 2025Q4: 6,250 shares; 2026Q1: 6,528 shares; 2026Q2: 6,528 shares 6,528 $755K 0.06% 0 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: 1,918 shares; 2024Q4: 1,918 shares; 2025Q1: 2,786 shares; 2025Q2: 2,793 shares; 2025Q3: 2,838 shares; 2025Q4: 2,838 shares; 2026Q1: 2,455 shares; 2026Q2: 3,063 shares 3,063 $754K 0.06% +608 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 754 shares; 2025Q3: 755 shares; 2025Q4: 751 shares; 2026Q1: 939 shares; 2026Q2: 942 shares 942 $752K 0.06% +3 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,270 shares; 2025Q2: 10,324 shares; 2025Q3: 10,259 shares; 2025Q4: 10,783 shares; 2026Q1: 11,254 shares; 2026Q2: 11,173 shares 11,173 $744K 0.06% -81 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,389 shares; 2024Q4: 5,952 shares; 2025Q1: 5,848 shares; 2025Q2: 5,820 shares; 2025Q3: 5,891 shares; 2025Q4: 5,836 shares; 2026Q1: 6,164 shares; 2026Q2: 6,359 shares 6,359 $743K 0.06% +195 Timeline LAKK LLC LAKK LLC More: the full row for LAKK LLC Quarterly shares; 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 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $740K 0.06% 0 VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,065 shares; 2024Q4: 11,510 shares; 2025Q1: 10,729 shares; 2025Q2: 10,049 shares; 2025Q3: 9,849 shares; 2025Q4: 15,949 shares; 2026Q1: 15,949 shares; 2026Q2: 15,949 shares 15,949 $738K 0.06% 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: 6,127 shares; 2024Q4: 6,176 shares; 2025Q1: 7,917 shares; 2025Q2: 10,593 shares; 2025Q3: 12,401 shares; 2025Q4: 7,731 shares; 2026Q1: 6,490 shares; 2026Q2: 7,156 shares 7,156 $731K 0.06% +666 Timeline JIRE 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: 5,277 shares; 2024Q4: 5,334 shares; 2025Q1: 4,678 shares; 2025Q2: 5,788 shares; 2025Q3: 9,608 shares; 2025Q4: 9,533 shares; 2026Q1: 9,157 shares; 2026Q2: 8,845 shares 8,845 $730K 0.06% -312 Timeline SPTS 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: 35,146 shares; 2024Q4: 34,978 shares; 2025Q1: 35,656 shares; 2025Q2: 33,001 shares; 2025Q3: 33,067 shares; 2025Q4: 31,829 shares; 2026Q1: 27,027 shares; 2026Q2: 25,118 shares 25,118 $729K 0.06% -1,909 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,312 shares; 2024Q4: 3,337 shares; 2025Q1: 3,460 shares; 2025Q2: 3,530 shares; 2025Q3: 3,661 shares; 2025Q4: 2,887 shares; 2026Q1: 2,827 shares; 2026Q2: 2,674 shares 2,674 $723K 0.06% -153 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: 7,731 shares; 2024Q4: 9,061 shares; 2025Q1: 10,505 shares; 2025Q2: 13,087 shares; 2025Q3: 9,729 shares; 2025Q4: 9,448 shares; 2026Q1: 8,800 shares; 2026Q2: 8,315 shares 8,315 $723K 0.06% -485 Timeline VCLT 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: 5,869 shares; 2024Q4: 5,869 shares; 2025Q1: 5,869 shares; 2025Q2: 5,869 shares; 2025Q3: 6,334 shares; 2025Q4: 6,334 shares; 2026Q1: 11,227 shares; 2026Q2: 9,547 shares 9,547 $718K 0.06% -1,680 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,195 shares; 2025Q1: 4,868 shares; 2025Q2: 13,309 shares; 2025Q3: 13,309 shares; 2025Q4: 14,342 shares; 2026Q1: 14,172 shares; 2026Q2: 14,831 shares 14,831 $716K 0.06% +659 Timeline Dale Distribution Center LLC Dale Distribution Center LLC More: the full row for Dale Distribution Center LLC Quarterly shares; 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 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $712K 0.06% 0 DFAE 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: 22,963 shares; 2024Q4: 22,781 shares; 2025Q1: 22,843 shares; 2025Q2: 22,093 shares; 2025Q3: 22,093 shares; 2025Q4: 24,793 shares; 2026Q1: 24,793 shares; 2026Q2: 17,682 shares 17,682 $711K 0.06% -7,111 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,380 shares; 2024Q4: 7,280 shares; 2025Q1: 7,280 shares; 2025Q2: 7,280 shares; 2025Q3: 7,280 shares; 2025Q4: 6,845 shares; 2026Q1: 6,845 shares; 2026Q2: 6,845 shares 6,845 $704K 0.06% 0 Timeline 110 Rio Bravo LLC 110 Rio Bravo LLC More: the full row for 110 Rio Bravo LLC Quarterly shares; 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 shares; 2026Q1: 1 shares; 2026Q2: 1 shares 1 $700K 0.06% 0 BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 26,917 shares; 2024Q4: 30,667 shares; 2025Q1: 29,667 shares; 2025Q2: 29,667 shares; 2025Q3: 29,667 shares; 2025Q4: 30,667 shares; 2026Q1: 30,667 shares; 2026Q2: 30,667 shares 30,667 $698K 0.06% 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: 5,227 shares; 2024Q4: 3,189 shares; 2025Q1: 3,285 shares; 2025Q2: 2,844 shares; 2025Q3: 2,843 shares; 2025Q4: 3,105 shares; 2026Q1: 2,920 shares; 2026Q2: 2,709 shares 2,709 $693K 0.06% -211 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; 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: 25,345 shares; 2026Q2: 26,745 shares 26,745 $691K 0.06% +1,400 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 128 shares; 2024Q4: 628 shares; 2025Q1: not reported; 2025Q2: 56 shares; 2025Q3: 717 shares; 2025Q4: 949 shares; 2026Q1: 5,922 shares; 2026Q2: 4,697 shares 4,697 $687K 0.05% -1,225 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: 3,809 shares; 2024Q4: 3,719 shares; 2025Q1: 3,726 shares; 2025Q2: 3,726 shares; 2025Q3: 3,694 shares; 2025Q4: 3,694 shares; 2026Q1: 4,335 shares; 2026Q2: 4,362 shares 4,362 $685K 0.05% +27 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,127 shares; 2025Q2: 4,127 shares; 2025Q3: 9,407 shares; 2025Q4: 9,407 shares; 2026Q1: 27,819 shares; 2026Q2: 36,820 shares 36,820 $684K 0.05% +9,001 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 12,129 shares; 2025Q2: 12,129 shares; 2025Q3: 12,129 shares; 2025Q4: 13,349 shares; 2026Q1: 18,677 shares; 2026Q2: 18,125 shares 18,125 $680K 0.05% -552 Timeline SNPE DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,180 shares; 2024Q4: 6,962 shares; 2025Q1: 6,962 shares; 2025Q2: 10,189 shares; 2025Q3: 10,042 shares; 2025Q4: 10,042 shares; 2026Q1: 9,863 shares; 2026Q2: 9,863 shares 9,863 $679K 0.05% 0 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,314 shares 13,314 $678K 0.05% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,809 shares; 2024Q4: 7,635 shares; 2025Q1: 7,635 shares; 2025Q2: 8,320 shares; 2025Q3: 9,584 shares; 2025Q4: 8,792 shares; 2026Q1: 26,181 shares; 2026Q2: 34,456 shares 34,456 $676K 0.05% +8,275 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: 28,806 shares; 2024Q4: 20,849 shares; 2025Q1: 18,103 shares; 2025Q2: 18,597 shares; 2025Q3: 12,906 shares; 2025Q4: 7,982 shares; 2026Q1: 10,154 shares; 2026Q2: 15,241 shares 15,241 $671K 0.05% +5,087 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: 3,474 shares; 2025Q2: 3,874 shares; 2025Q3: 6,891 shares; 2025Q4: 6,915 shares; 2026Q1: 9,160 shares; 2026Q2: 11,798 shares 11,798 $670K 0.05% +2,638 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,210 shares; 2024Q4: 4,732 shares; 2025Q1: 4,605 shares; 2025Q2: 5,174 shares; 2025Q3: 5,657 shares; 2025Q4: 5,522 shares; 2026Q1: 5,798 shares; 2026Q2: 5,829 shares 5,829 $670K 0.05% +31 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,309 shares; 2024Q4: 7,187 shares; 2025Q1: 7,187 shares; 2025Q2: 6,309 shares; 2025Q3: 6,309 shares; 2025Q4: 6,309 shares; 2026Q1: 6,309 shares; 2026Q2: 6,309 shares 6,309 $669K 0.05% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,008 shares; 2024Q4: 2,729 shares; 2025Q1: 1,895 shares; 2025Q2: 1,836 shares; 2025Q3: 1,851 shares; 2025Q4: 1,854 shares; 2026Q1: 1,838 shares; 2026Q2: 1,798 shares 1,798 $666K 0.05% -40 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: 16,667 shares; 2024Q4: 16,758 shares; 2025Q1: 20,707 shares; 2025Q2: 20,773 shares; 2025Q3: 20,773 shares; 2025Q4: 19,015 shares; 2026Q1: 18,515 shares; 2026Q2: 18,115 shares 18,115 $666K 0.05% -400 Timeline PDP 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: 4,578 shares; 2024Q4: 4,578 shares; 2025Q1: 4,522 shares; 2025Q2: 4,522 shares; 2025Q3: 4,468 shares; 2025Q4: 4,421 shares; 2026Q1: 4,421 shares; 2026Q2: 4,370 shares 4,370 $663K 0.05% -51 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: 5,552 shares; 2024Q4: 21,166 shares; 2025Q1: 30,137 shares; 2025Q2: 18,355 shares; 2025Q3: 10,654 shares; 2025Q4: 18,529 shares; 2026Q1: 12,522 shares; 2026Q2: 19,446 shares 19,446 $658K 0.05% +6,924 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: 4,447 shares; 2024Q4: 4,253 shares; 2025Q1: 5,239 shares; 2025Q2: 4,875 shares; 2025Q3: 5,388 shares; 2025Q4: 3,949 shares; 2026Q1: 3,060 shares; 2026Q2: 5,269 shares 5,269 $656K 0.05% +2,209 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 870 shares; 2025Q1: 993 shares; 2025Q2: 984 shares; 2025Q3: 1,002 shares; 2025Q4: 325 shares; 2026Q1: 1,276 shares; 2026Q2: 1,796 shares 1,796 $655K 0.05% +520 Timeline JPLD 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: 5,902 shares; 2024Q4: 5,921 shares; 2025Q1: 5,764 shares; 2025Q2: 6,401 shares; 2025Q3: 7,955 shares; 2025Q4: 9,479 shares; 2026Q1: 12,526 shares; 2026Q2: 12,526 shares 12,526 $654K 0.05% 0 Timeline AIRR 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: 100 shares; 2024Q4: 900 shares; 2025Q1: 1,519 shares; 2025Q2: 595 shares; 2025Q3: 1,357 shares; 2025Q4: 4,043 shares; 2026Q1: 4,331 shares; 2026Q2: 4,905 shares 4,905 $654K 0.05% +574 Timeline QUS 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: 2,996 shares; 2024Q4: 3,496 shares; 2025Q1: 3,680 shares; 2025Q2: 3,496 shares; 2025Q3: 3,496 shares; 2025Q4: 3,496 shares; 2026Q1: 3,496 shares; 2026Q2: 3,496 shares 3,496 $653K 0.05% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,010 shares; 2024Q4: 20,210 shares; 2025Q1: 17,318 shares; 2025Q2: 9,398 shares; 2025Q3: 14,060 shares; 2025Q4: 15,176 shares; 2026Q1: 12,078 shares; 2026Q2: 12,694 shares 12,694 $652K 0.05% +616 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,007 shares; 2024Q4: 5,773 shares; 2025Q1: 12,684 shares; 2025Q2: 12,442 shares; 2025Q3: 12,675 shares; 2025Q4: 13,275 shares; 2026Q1: 13,529 shares; 2026Q2: 14,203 shares 14,203 $650K 0.05% +674 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,063 shares; 2024Q4: 3,358 shares; 2025Q1: 3,393 shares; 2025Q2: 4,311 shares; 2025Q3: 4,255 shares; 2025Q4: 3,697 shares; 2026Q1: 3,499 shares; 2026Q2: 5,751 shares 5,751 $643K 0.05% +2,252 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: 2,913 shares; 2024Q4: 2,828 shares; 2025Q1: 2,856 shares; 2025Q2: 2,864 shares; 2025Q3: 2,604 shares; 2025Q4: 2,725 shares; 2026Q1: 2,637 shares; 2026Q2: 2,625 shares 2,625 $638K 0.05% -12 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 47 shares; 2025Q4: 51 shares; 2026Q1: 553 shares; 2026Q2: 1,299 shares 1,299 $637K 0.05% +746 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,131 shares; 2024Q4: 1,969 shares; 2025Q1: 8,794 shares; 2025Q2: 10,824 shares; 2025Q3: 15,108 shares; 2025Q4: 17,304 shares; 2026Q1: 9,874 shares; 2026Q2: 8,231 shares 8,231 $631K 0.05% -1,643 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,573 shares; 2024Q4: 4,073 shares; 2025Q1: 4,673 shares; 2025Q2: 13,404 shares; 2025Q3: 14,575 shares; 2025Q4: 12,166 shares; 2026Q1: 6,424 shares; 2026Q2: 5,688 shares 5,688 $628K 0.05% -736 Timeline FTXL 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: 6,330 shares; 2024Q4: 2,268 shares; 2025Q1: 2,268 shares; 2025Q2: 2,124 shares; 2025Q3: 2,010 shares; 2025Q4: 2,228 shares; 2026Q1: 2,312 shares; 2026Q2: 2,182 shares 2,182 $622K 0.05% -130 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,354 shares; 2024Q4: 8,938 shares; 2025Q1: 9,728 shares; 2025Q2: 10,361 shares; 2025Q3: 13,632 shares; 2025Q4: 17,181 shares; 2026Q1: 21,400 shares; 2026Q2: 20,710 shares 20,710 $616K 0.05% -690 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,593 shares; 2024Q4: 2,450 shares; 2025Q1: 2,189 shares; 2025Q2: 2,464 shares; 2025Q3: 2,248 shares; 2025Q4: 2,435 shares; 2026Q1: 2,129 shares; 2026Q2: 2,097 shares 2,097 $615K 0.05% -32 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,828 shares; 2024Q4: 3,847 shares; 2025Q1: 4,387 shares; 2025Q2: 4,282 shares; 2025Q3: 3,447 shares; 2025Q4: 2,930 shares; 2026Q1: 3,250 shares; 2026Q2: 8,200 shares 8,200 $615K 0.05% +4,950 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,187 shares; 2024Q4: 9,606 shares; 2025Q1: 10,358 shares; 2025Q2: 10,464 shares; 2025Q3: 9,679 shares; 2025Q4: 9,823 shares; 2026Q1: 10,043 shares; 2026Q2: 9,920 shares 9,920 $615K 0.05% -123 Timeline AVUS 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: 11,215 shares; 2024Q4: 10,553 shares; 2025Q1: 9,187 shares; 2025Q2: 9,019 shares; 2025Q3: 9,019 shares; 2025Q4: 9,019 shares; 2026Q1: 9,019 shares; 2026Q2: 4,776 shares 4,776 $612K 0.05% -4,243 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: 6,047 shares; 2024Q4: 5,479 shares; 2025Q1: 3,851 shares; 2025Q2: 3,483 shares; 2025Q3: 3,348 shares; 2025Q4: 5,664 shares; 2026Q1: 3,584 shares; 2026Q2: 3,456 shares 3,456 $609K 0.05% -128 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,721 shares; 2024Q4: 8,636 shares; 2025Q1: 10,296 shares; 2025Q2: 6,271 shares; 2025Q3: 11,097 shares; 2025Q4: 12,838 shares; 2026Q1: 11,505 shares; 2026Q2: 11,385 shares 11,385 $609K 0.05% -120 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,795 shares; 2024Q4: 4,186 shares; 2025Q1: 3,947 shares; 2025Q2: 3,959 shares; 2025Q3: 4,078 shares; 2025Q4: 4,524 shares; 2026Q1: 4,497 shares; 2026Q2: 4,486 shares 4,486 $608K 0.05% -11 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,658 shares; 2024Q4: 3,085 shares; 2025Q1: 5,836 shares; 2025Q2: 9,181 shares; 2025Q3: 10,404 shares; 2025Q4: 9,081 shares; 2026Q1: 9,042 shares; 2026Q2: 6,027 shares 6,027 $605K 0.05% -3,015 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,412 shares; 2024Q4: 9,029 shares; 2025Q1: 9,357 shares; 2025Q2: 15,699 shares; 2025Q3: 26,652 shares; 2025Q4: 24,411 shares; 2026Q1: 25,136 shares; 2026Q2: 11,909 shares 11,909 $601K 0.05% -13,227 Timeline PZA INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,425 shares; 2024Q4: 1,339 shares; 2025Q1: 2,232 shares; 2025Q2: 1,168 shares; 2025Q3: 5,598 shares; 2025Q4: 5,438 shares; 2026Q1: 9,719 shares; 2026Q2: 25,539 shares 25,539 $601K 0.05% +15,820 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,978 shares; 2024Q4: 3,234 shares; 2025Q1: 3,205 shares; 2025Q2: 3,978 shares; 2025Q3: 4,950 shares; 2025Q4: 5,309 shares; 2026Q1: 5,165 shares; 2026Q2: 4,927 shares 4,927 $600K 0.05% -238 Timeline FTSL 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: 5,753 shares; 2024Q4: 9,510 shares; 2025Q1: 10,270 shares; 2025Q2: 10,548 shares; 2025Q3: 10,716 shares; 2025Q4: 10,694 shares; 2026Q1: 11,751 shares; 2026Q2: 13,301 shares 13,301 $595K 0.05% +1,550 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,337 shares; 2024Q4: 9,682 shares; 2025Q1: 7,906 shares; 2025Q2: 7,695 shares; 2025Q3: 7,414 shares; 2025Q4: 6,467 shares; 2026Q1: 6,474 shares; 2026Q2: 6,442 shares 6,442 $591K 0.05% -32 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: 1,179 shares; 2024Q4: 1,328 shares; 2025Q1: 1,082 shares; 2025Q2: 1,362 shares; 2025Q3: 1,511 shares; 2025Q4: 1,549 shares; 2026Q1: 1,497 shares; 2026Q2: 1,497 shares 1,497 $590K 0.05% 0 Timeline DFAU 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: 11,078 shares; 2024Q4: 11,078 shares; 2025Q1: 11,078 shares; 2025Q2: 11,078 shares; 2025Q3: 10,882 shares; 2025Q4: 11,382 shares; 2026Q1: 11,382 shares; 2026Q2: 11,382 shares 11,382 $588K 0.05% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 870 shares; 2024Q4: 896 shares; 2025Q1: 913 shares; 2025Q2: 1,137 shares; 2025Q3: 1,136 shares; 2025Q4: 1,143 shares; 2026Q1: 1,278 shares; 2026Q2: 1,279 shares 1,279 $587K 0.05% +1 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: 10,484 shares; 2024Q4: 10,485 shares; 2025Q1: 11,025 shares; 2025Q2: 10,933 shares; 2025Q3: 7,547 shares; 2025Q4: 8,248 shares; 2026Q1: 7,926 shares; 2026Q2: 7,531 shares 7,531 $584K 0.05% -395 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: 5,936 shares; 2024Q4: 5,181 shares; 2025Q1: 5,100 shares; 2025Q2: 4,866 shares; 2025Q3: 4,839 shares; 2025Q4: 3,874 shares; 2026Q1: 3,874 shares; 2026Q2: 3,834 shares 3,834 $583K 0.05% -40 Timeline BBCA 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: 9,471 shares; 2024Q4: 9,009 shares; 2025Q1: 8,753 shares; 2025Q2: 8,269 shares; 2025Q3: 5,907 shares; 2025Q4: 5,643 shares; 2026Q1: 5,846 shares; 2026Q2: 5,846 shares 5,846 $581K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 448 shares; 2024Q4: 448 shares; 2025Q1: 448 shares; 2025Q2: 1,570 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares; 2026Q2: 1,688 shares 1,688 $581K 0.05% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,513 shares; 2024Q4: 12,833 shares; 2025Q1: 12,700 shares; 2025Q2: 12,715 shares; 2025Q3: 12,348 shares; 2025Q4: 12,345 shares; 2026Q1: 12,346 shares; 2026Q2: 12,347 shares 12,347 $580K 0.05% +1 Timeline HELO 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: 5,578 shares; 2024Q4: 6,878 shares; 2025Q1: 6,799 shares; 2025Q2: 7,684 shares; 2025Q3: 7,567 shares; 2025Q4: 8,993 shares; 2026Q1: 9,056 shares; 2026Q2: 8,584 shares 8,584 $580K 0.05% -472 Timeline BBJP 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: 1,701 shares; 2024Q4: 1,844 shares; 2025Q1: 2,465 shares; 2025Q2: 6,009 shares; 2025Q3: 6,009 shares; 2025Q4: 7,398 shares; 2026Q1: 7,535 shares; 2026Q2: 7,684 shares 7,684 $579K 0.05% +149 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 374 shares; 2024Q4: 431 shares; 2025Q1: 560 shares; 2025Q2: 817 shares; 2025Q3: 707 shares; 2025Q4: 4,270 shares; 2026Q1: 5,800 shares; 2026Q2: 5,811 shares 5,811 $577K 0.05% +11 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,919 shares; 2024Q4: 5,857 shares; 2025Q1: 6,107 shares; 2025Q2: 6,316 shares; 2025Q3: 6,375 shares; 2025Q4: 7,199 shares; 2026Q1: 7,168 shares; 2026Q2: 6,860 shares 6,860 $573K 0.05% -308 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 1,770 shares; 2026Q1: 8,208 shares; 2026Q2: 7,823 shares 7,823 $573K 0.05% -385 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: 13,642 shares; 2024Q4: 8,981 shares; 2025Q1: 6,300 shares; 2025Q2: 7,337 shares; 2025Q3: 18,015 shares; 2025Q4: 8,376 shares; 2026Q1: 8,306 shares; 2026Q2: 8,337 shares 8,337 $570K 0.05% +31 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,894 shares; 2024Q4: 3,914 shares; 2025Q1: 3,957 shares; 2025Q2: 4,112 shares; 2025Q3: 6,510 shares; 2025Q4: 6,790 shares; 2026Q1: 6,748 shares; 2026Q2: 7,167 shares 7,167 $569K 0.05% +419 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,527 shares; 2026Q2: 14,527 shares 14,527 $569K 0.05% 0 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: 673 shares; 2024Q4: 553 shares; 2025Q1: 522 shares; 2025Q2: 712 shares; 2025Q3: 853 shares; 2025Q4: 813 shares; 2026Q1: 988 shares; 2026Q2: 887 shares 887 $568K 0.05% -101 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,147 shares; 2024Q4: 7,582 shares; 2025Q1: 10,075 shares; 2025Q2: 10,330 shares; 2025Q3: 10,330 shares; 2025Q4: 10,404 shares; 2026Q1: 10,394 shares; 2026Q2: 11,888 shares 11,888 $567K 0.05% +1,494 Timeline CWI 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: 339 shares; 2024Q4: 339 shares; 2025Q1: 595 shares; 2025Q2: 10,397 shares; 2025Q3: 10,397 shares; 2025Q4: 13,993 shares; 2026Q1: 13,841 shares; 2026Q2: 13,924 shares 13,924 $566K 0.05% +83 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,145 shares; 2024Q4: 3,145 shares; 2025Q1: 3,254 shares; 2025Q2: 3,211 shares; 2025Q3: 3,290 shares; 2025Q4: 3,348 shares; 2026Q1: 3,350 shares; 2026Q2: 3,335 shares 3,335 $566K 0.05% -15 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 75,180 shares; 2024Q4: 120,820 shares; 2025Q1: 123,825 shares; 2025Q2: 119,849 shares; 2025Q3: 134,849 shares; 2025Q4: 134,849 shares; 2026Q1: 134,849 shares; 2026Q2: 54,849 shares 54,849 $561K 0.04% -80,000 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,546 shares; 2024Q4: 16,389 shares; 2025Q1: 15,923 shares; 2025Q2: 15,976 shares; 2025Q3: 15,690 shares; 2025Q4: 15,106 shares; 2026Q1: 15,106 shares; 2026Q2: 15,106 shares 15,106 $557K 0.04% 0 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 46,196 shares; 2024Q4: 46,196 shares; 2025Q1: 46,196 shares; 2025Q2: 42,009 shares; 2025Q3: 41,380 shares; 2025Q4: 41,380 shares; 2026Q1: 32,060 shares; 2026Q2: 32,060 shares 32,060 $556K 0.04% 0 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 484 shares; 2024Q4: 477 shares; 2025Q1: 489 shares; 2025Q2: 1,346 shares; 2025Q3: 12,083 shares; 2025Q4: 12,410 shares; 2026Q1: 12,381 shares; 2026Q2: 12,086 shares 12,086 $555K 0.04% -295 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: 6,732 shares; 2024Q4: 6,711 shares; 2025Q1: 5,222 shares; 2025Q2: 5,143 shares; 2025Q3: 5,143 shares; 2025Q4: 6,343 shares; 2026Q1: 6,343 shares; 2026Q2: 6,733 shares 6,733 $554K 0.04% +390 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: 13,174 shares; 2024Q4: 13,581 shares; 2025Q1: 10,962 shares; 2025Q2: 4,221 shares; 2025Q3: 4,793 shares; 2025Q4: 5,633 shares; 2026Q1: 5,293 shares; 2026Q2: 5,412 shares 5,412 $554K 0.04% +119 Timeline BYLD 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: 24,530 shares; 2026Q2: 24,435 shares 24,435 $553K 0.04% -95 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,408 shares; 2024Q4: 1,503 shares; 2025Q1: 1,436 shares; 2025Q2: 953 shares; 2025Q3: 1,097 shares; 2025Q4: 709 shares; 2026Q1: 651 shares; 2026Q2: 1,949 shares 1,949 $553K 0.04% +1,298 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 713 shares; 2024Q4: 713 shares; 2025Q1: 713 shares; 2025Q2: 713 shares; 2025Q3: 713 shares; 2025Q4: 42,413 shares; 2026Q1: 48,968 shares; 2026Q2: 50,563 shares 50,563 $552K 0.04% +1,595 Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 116,299 shares; 2024Q4: 118,524 shares; 2025Q1: 120,460 shares; 2025Q2: 114,919 shares; 2025Q3: 129,919 shares; 2025Q4: 129,919 shares; 2026Q1: 114,919 shares; 2026Q2: 59,919 shares 59,919 $549K 0.04% -55,000 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: 2,656 shares; 2024Q4: 2,538 shares; 2025Q1: 1,809 shares; 2025Q2: 1,677 shares; 2025Q3: 1,614 shares; 2025Q4: 1,602 shares; 2026Q1: 1,770 shares; 2026Q2: 1,750 shares 1,750 $548K 0.04% -20 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,961 shares; 2024Q4: 2,122 shares; 2025Q1: 2,145 shares; 2025Q2: 2,343 shares; 2025Q3: 2,334 shares; 2025Q4: 1,976 shares; 2026Q1: 2,336 shares; 2026Q2: 2,341 shares 2,341 $546K 0.04% +5 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,628 shares; 2024Q4: 1,608 shares; 2025Q1: 1,630 shares; 2025Q2: 1,614 shares; 2025Q3: 1,539 shares; 2025Q4: 1,412 shares; 2026Q1: 1,332 shares; 2026Q2: 1,405 shares 1,405 $543K 0.04% +73 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,843 shares; 2025Q1: 15,603 shares; 2025Q2: 15,230 shares; 2025Q3: 10,184 shares; 2025Q4: 13,356 shares; 2026Q1: 22,079 shares; 2026Q2: 23,540 shares 23,540 $542K 0.04% +1,461 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: 838 shares; 2024Q4: 930 shares; 2025Q1: 950 shares; 2025Q2: 2,323 shares; 2025Q3: 2,362 shares; 2025Q4: 2,295 shares; 2026Q1: 2,275 shares; 2026Q2: 2,279 shares 2,279 $541K 0.04% +4 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,198 shares; 2024Q4: 8,982 shares; 2025Q1: 10,115 shares; 2025Q2: 10,799 shares; 2025Q3: 10,765 shares; 2025Q4: 10,833 shares; 2026Q1: 12,233 shares; 2026Q2: 12,733 shares 12,733 $540K 0.04% +500 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,347 shares; 2025Q3: 5,798 shares; 2025Q4: 6,651 shares; 2026Q1: 6,784 shares; 2026Q2: 7,175 shares 7,175 $539K 0.04% +391 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,715 shares; 2024Q4: 2,634 shares; 2025Q1: 3,951 shares; 2025Q2: 4,466 shares; 2025Q3: 6,306 shares; 2025Q4: 6,525 shares; 2026Q1: 6,591 shares; 2026Q2: 4,590 shares 4,590 $539K 0.04% -2,001 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,267 shares; 2024Q4: 6,267 shares; 2025Q1: 6,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: 6,075 shares; 2026Q2: 6,075 shares 6,075 $539K 0.04% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,075 shares; 2024Q4: 4,331 shares; 2025Q1: 3,510 shares; 2025Q2: 3,075 shares; 2025Q3: 2,924 shares; 2025Q4: 3,119 shares; 2026Q1: 3,437 shares; 2026Q2: 8,557 shares 8,557 $538K 0.04% +5,120 Timeline VPU 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: 2,645 shares; 2024Q4: 2,645 shares; 2025Q1: 2,619 shares; 2025Q2: 2,734 shares; 2025Q3: 2,738 shares; 2025Q4: 2,738 shares; 2026Q1: 2,738 shares; 2026Q2: 2,748 shares 2,748 $538K 0.04% +10 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,320 shares; 2024Q4: 2,605 shares; 2025Q1: 2,269 shares; 2025Q2: 2,696 shares; 2025Q3: 2,696 shares; 2025Q4: 2,896 shares; 2026Q1: 2,771 shares; 2026Q2: 2,721 shares 2,721 $538K 0.04% -50 Timeline GRID 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: 25 shares; 2024Q4: 525 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 898 shares; 2025Q4: 2,139 shares; 2026Q1: 2,413 shares; 2026Q2: 2,800 shares 2,800 $537K 0.04% +387 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,520 shares; 2024Q4: 5,194 shares; 2025Q1: 6,227 shares; 2025Q2: 6,258 shares; 2025Q3: 5,253 shares; 2025Q4: 4,144 shares; 2026Q1: 3,742 shares; 2026Q2: 4,981 shares 4,981 $535K 0.04% +1,239 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,076 shares; 2024Q4: 6,050 shares; 2025Q1: 6,419 shares; 2025Q2: 7,538 shares; 2025Q3: 7,486 shares; 2025Q4: 6,599 shares; 2026Q1: 6,599 shares; 2026Q2: 5,494 shares 5,494 $532K 0.04% -1,105 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,263 shares; 2024Q4: 5,005 shares; 2025Q1: 6,607 shares; 2025Q2: 4,001 shares; 2025Q3: 3,788 shares; 2025Q4: 7,499 shares; 2026Q1: 6,349 shares; 2026Q2: 6,127 shares 6,127 $529K 0.04% -222 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,802 shares; 2024Q4: 1,686 shares; 2025Q1: 1,614 shares; 2025Q2: 3,073 shares; 2025Q3: 2,986 shares; 2025Q4: 2,745 shares; 2026Q1: 2,760 shares; 2026Q2: 2,638 shares 2,638 $529K 0.04% -122 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,336 shares; 2024Q4: 16,336 shares; 2025Q1: 15,746 shares; 2025Q2: 15,941 shares; 2025Q3: 17,040 shares; 2025Q4: 17,040 shares; 2026Q1: 17,040 shares; 2026Q2: 18,330 shares 18,330 $529K 0.04% +1,290 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS 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: 14,640 shares; 2026Q2: 13,779 shares 13,779 $528K 0.04% -861 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,717 shares; 2024Q4: 3,503 shares; 2025Q1: 3,439 shares; 2025Q2: 3,403 shares; 2025Q3: 3,115 shares; 2025Q4: 2,553 shares; 2026Q1: 2,526 shares; 2026Q2: 5,685 shares 5,685 $527K 0.04% +3,159 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,960 shares; 2024Q4: 41,934 shares; 2025Q1: 41,899 shares; 2025Q2: 40,059 shares; 2025Q3: 53,586 shares; 2025Q4: 54,267 shares; 2026Q1: 51,079 shares; 2026Q2: 48,539 shares 48,539 $526K 0.04% -2,540 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,560 shares 41,560 $526K 0.04% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,009 shares; 2024Q4: 7,180 shares; 2025Q1: 7,513 shares; 2025Q2: 7,616 shares; 2025Q3: 6,973 shares; 2025Q4: 6,744 shares; 2026Q1: 6,241 shares; 2026Q2: 6,211 shares 6,211 $526K 0.04% -30 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,997 shares; 2024Q4: 11,497 shares; 2025Q1: 11,497 shares; 2025Q2: 10,997 shares; 2025Q3: 10,997 shares; 2025Q4: 10,997 shares; 2026Q1: 10,997 shares; 2026Q2: 10,497 shares 10,497 $525K 0.04% -500 Timeline DFAT 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: 7,032 shares; 2024Q4: 7,032 shares; 2025Q1: 7,552 shares; 2025Q2: 7,333 shares; 2025Q3: 7,548 shares; 2025Q4: 7,592 shares; 2026Q1: 7,485 shares; 2026Q2: 7,485 shares 7,485 $523K 0.04% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,069 shares; 2024Q4: 6,069 shares; 2025Q1: 7,094 shares; 2025Q2: 8,606 shares; 2025Q3: 9,192 shares; 2025Q4: 9,486 shares; 2026Q1: 10,521 shares; 2026Q2: 12,771 shares 12,771 $518K 0.04% +2,250 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: 4,708 shares; 2024Q4: 4,991 shares; 2025Q1: 3,669 shares; 2025Q2: 3,347 shares; 2025Q3: 3,514 shares; 2025Q4: 2,989 shares; 2026Q1: 2,946 shares; 2026Q2: 2,900 shares 2,900 $518K 0.04% -46 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 165 shares; 2024Q4: 165 shares; 2025Q1: 208 shares; 2025Q2: 182 shares; 2025Q3: 116 shares; 2025Q4: 7,316 shares; 2026Q1: 7,316 shares; 2026Q2: 5,549 shares 5,549 $518K 0.04% -1,767 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: 10,255 shares; 2024Q4: 23,268 shares; 2025Q1: 16,063 shares; 2025Q2: 22,457 shares; 2025Q3: 21,955 shares; 2025Q4: 20,517 shares; 2026Q1: 18,889 shares; 2026Q2: 18,636 shares 18,636 $516K 0.04% -253 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,215 shares; 2024Q4: 2,357 shares; 2025Q1: 2,360 shares; 2025Q2: 2,315 shares; 2025Q3: 2,296 shares; 2025Q4: 2,356 shares; 2026Q1: 2,120 shares; 2026Q2: 2,127 shares 2,127 $516K 0.04% +7 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,125 shares; 2024Q4: 2,217 shares; 2025Q1: 4,084 shares; 2025Q2: 6,813 shares; 2025Q3: 4,957 shares; 2025Q4: 4,834 shares; 2026Q1: 4,624 shares; 2026Q2: 5,684 shares 5,684 $515K 0.04% +1,060 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,762 shares; 2024Q4: 4,636 shares; 2025Q1: 4,582 shares; 2025Q2: 4,369 shares; 2025Q3: 4,523 shares; 2025Q4: 5,067 shares; 2026Q1: 5,572 shares; 2026Q2: 5,217 shares 5,217 $513K 0.04% -355 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: 958 shares; 2024Q4: 1,014 shares; 2025Q1: 1,423 shares; 2025Q2: 1,760 shares; 2025Q3: 1,204 shares; 2025Q4: 1,338 shares; 2026Q1: 1,361 shares; 2026Q2: 1,287 shares 1,287 $512K 0.04% -74 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: 15,435 shares; 2024Q4: 15,435 shares; 2025Q1: 15,435 shares; 2025Q2: 12,356 shares; 2025Q3: 9,274 shares; 2025Q4: 9,274 shares; 2026Q1: 9,274 shares; 2026Q2: 9,274 shares 9,274 $510K 0.04% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,648 shares; 2024Q4: 10,960 shares; 2025Q1: 11,460 shares; 2025Q2: 11,460 shares; 2025Q3: 12,669 shares; 2025Q4: 11,941 shares; 2026Q1: 12,801 shares; 2026Q2: 24,996 shares 24,996 $509K 0.04% +12,195 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,233 shares; 2024Q4: 3,721 shares; 2025Q1: 3,866 shares; 2025Q2: 3,927 shares; 2025Q3: 3,760 shares; 2025Q4: 3,494 shares; 2026Q1: 3,654 shares; 2026Q2: 3,353 shares 3,353 $507K 0.04% -301 Timeline XME 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 1,775 shares; 2025Q4: 2,439 shares; 2026Q1: 4,741 shares; 2026Q2: 4,741 shares 4,741 $507K 0.04% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 571 shares; 2024Q4: 488 shares; 2025Q1: 536 shares; 2025Q2: 5,731 shares; 2025Q3: 7,467 shares; 2025Q4: 7,038 shares; 2026Q1: 6,928 shares; 2026Q2: 5,491 shares 5,491 $506K 0.04% -1,437 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 6,800 shares; 2025Q4: 6,800 shares; 2026Q1: 6,800 shares; 2026Q2: 6,800 shares 6,800 $498K 0.04% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,298 shares; 2024Q4: 5,298 shares; 2025Q1: 5,160 shares; 2025Q2: 3,864 shares; 2025Q3: 3,864 shares; 2025Q4: 3,442 shares; 2026Q1: 3,442 shares; 2026Q2: 3,442 shares 3,442 $497K 0.04% 0 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,751 shares; 2024Q4: 6,751 shares; 2025Q1: 7,751 shares; 2025Q2: 7,751 shares; 2025Q3: 12,351 shares; 2025Q4: 12,351 shares; 2026Q1: 12,701 shares; 2026Q2: 15,279 shares 15,279 $496K 0.04% +2,578 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,047 shares; 2026Q2: 18,047 shares 18,047 $494K 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,450 shares; 2024Q4: 2,802 shares; 2025Q1: 2,539 shares; 2025Q2: 2,224 shares; 2025Q3: 2,068 shares; 2025Q4: 4,450 shares; 2026Q1: 4,136 shares; 2026Q2: 4,193 shares 4,193 $492K 0.04% +57 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,578 shares; 2024Q4: 18,578 shares; 2025Q1: 22,976 shares; 2025Q2: 26,655 shares; 2025Q3: 26,259 shares; 2025Q4: 30,573 shares; 2026Q1: 25,143 shares; 2026Q2: 26,503 shares 26,503 $491K 0.04% +1,360 Timeline QQA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,418 shares; 2025Q4: 8,418 shares; 2026Q1: 8,518 shares; 2026Q2: 8,518 shares 8,518 $491K 0.04% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,421 shares; 2024Q4: 2,132 shares; 2025Q1: 2,208 shares; 2025Q2: 2,018 shares; 2025Q3: 2,292 shares; 2025Q4: 1,772 shares; 2026Q1: 1,703 shares; 2026Q2: 1,777 shares 1,777 $490K 0.04% +74 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,401 shares; 2024Q4: 3,444 shares; 2025Q1: 3,369 shares; 2025Q2: 3,280 shares; 2025Q3: 3,408 shares; 2025Q4: 1,774 shares; 2026Q1: 1,762 shares; 2026Q2: 1,739 shares 1,739 $487K 0.04% -23 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,791 shares; 2024Q4: 2,753 shares; 2025Q1: 2,770 shares; 2025Q2: 2,746 shares; 2025Q3: 2,702 shares; 2025Q4: 2,511 shares; 2026Q1: 2,511 shares; 2026Q2: 2,511 shares 2,511 $487K 0.04% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,806 shares; 2024Q4: 3,780 shares; 2025Q1: 8,751 shares; 2025Q2: 9,568 shares; 2025Q3: 9,585 shares; 2025Q4: 13,127 shares; 2026Q1: 17,662 shares; 2026Q2: 19,535 shares 19,535 $486K 0.04% +1,873 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,092 shares; 2024Q4: 4,407 shares; 2025Q1: 5,168 shares; 2025Q2: 5,415 shares; 2025Q3: 5,363 shares; 2025Q4: 5,267 shares; 2026Q1: 4,547 shares; 2026Q2: 4,492 shares 4,492 $485K 0.04% -55 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 9,361 shares; 2026Q1: 9,400 shares; 2026Q2: 17,447 shares 17,447 $484K 0.04% +8,047 Timeline FGD 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: 10,950 shares; 2024Q4: 10,950 shares; 2025Q1: 15,525 shares; 2025Q2: 15,525 shares; 2025Q3: 15,525 shares; 2025Q4: 15,624 shares; 2026Q1: 15,611 shares; 2026Q2: 15,038 shares 15,038 $481K 0.04% -573 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,917 shares 7,917 $476K 0.04% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 648 shares; 2024Q4: 1,742 shares; 2025Q1: 2,827 shares; 2025Q2: 3,245 shares; 2025Q3: 2,627 shares; 2025Q4: 3,139 shares; 2026Q1: 2,698 shares; 2026Q2: 2,960 shares 2,960 $470K 0.04% +262 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,778 shares; 2024Q4: 3,855 shares; 2025Q1: 2,765 shares; 2025Q2: 4,115 shares; 2025Q3: 4,135 shares; 2025Q4: 4,445 shares; 2026Q1: 5,575 shares; 2026Q2: 5,217 shares 5,217 $469K 0.04% -358 Timeline JNK 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: 5,076 shares; 2024Q4: 5,076 shares; 2025Q1: 5,243 shares; 2025Q2: 3,777 shares; 2025Q3: 3,985 shares; 2025Q4: 4,561 shares; 2026Q1: 4,491 shares; 2026Q2: 4,859 shares 4,859 $468K 0.04% +368 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: 4,917 shares; 2024Q4: 4,749 shares; 2025Q1: 4,990 shares; 2025Q2: 4,133 shares; 2025Q3: 4,043 shares; 2025Q4: 7,866 shares; 2026Q1: 8,249 shares; 2026Q2: 9,137 shares 9,137 $464K 0.04% +888 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 9,266 shares; 2026Q1: 9,026 shares; 2026Q2: 17,851 shares 17,851 $464K 0.04% +8,825 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: 13,079 shares; 2024Q4: 13,079 shares; 2025Q1: 13,079 shares; 2025Q2: 13,079 shares; 2025Q3: 13,079 shares; 2025Q4: 10,889 shares; 2026Q1: 9,464 shares; 2026Q2: 8,470 shares 8,470 $463K 0.04% -994 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 430 shares; 2025Q2: 390 shares; 2025Q3: 382 shares; 2025Q4: 373 shares; 2026Q1: 368 shares; 2026Q2: 362 shares 362 $462K 0.04% -6 Timeline