IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,213 shares; 2024Q4: 49,934 shares; 2025Q1: 45,583 shares; 2025Q2: 24,648 shares; 2025Q3: 24,824 shares; 2025Q4: 29,103 shares; 2026Q1: 33,510 shares; 2026Q2: 79,106 shares 79,106 $59.2M 4.73% +45,596 Timeline VCSH 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: 9,339 shares; 2024Q4: 4,625 shares; 2025Q1: 4,524 shares; 2025Q2: 6,190 shares; 2025Q3: 6,163 shares; 2025Q4: 401,558 shares; 2026Q1: 421,814 shares; 2026Q2: 418,175 shares 418,175 $33M 2.64% -3,639 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: 3,788 shares; 2024Q4: 19,687 shares; 2025Q1: 19,264 shares; 2025Q2: 19,057 shares; 2025Q3: 18,238 shares; 2025Q4: 39,988 shares; 2026Q1: 41,110 shares; 2026Q2: 37,408 shares 37,408 $27.9M 2.23% -3,702 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: 4,838 shares; 2024Q4: 31,954 shares; 2025Q1: 50,585 shares; 2025Q2: 64,062 shares; 2025Q3: 67,655 shares; 2025Q4: 116,756 shares; 2026Q1: 125,410 shares; 2026Q2: 99,774 shares 99,774 $22.7M 1.81% -25,636 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: 1,980 shares; 2024Q4: 136,874 shares; 2025Q1: 149,882 shares; 2025Q2: 127,522 shares; 2025Q3: 133,463 shares; 2025Q4: 145,691 shares; 2026Q1: 159,011 shares; 2026Q2: 163,186 shares 163,186 $22.4M 1.79% +4,175 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: 221,386 shares; 2024Q4: 229,180 shares; 2025Q1: 246,004 shares; 2025Q2: 239,073 shares; 2025Q3: 250,099 shares; 2025Q4: 307,234 shares; 2026Q1: 335,528 shares; 2026Q2: 295,017 shares 295,017 $20.1M 1.6% -40,511 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,403 shares; 2024Q4: 149,673 shares; 2025Q1: 250,197 shares; 2025Q2: 239,959 shares; 2025Q3: 274,769 shares; 2025Q4: 370,693 shares; 2026Q1: 372,737 shares; 2026Q2: 432,556 shares 432,556 $16.7M 1.33% +59,819 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: 8,686 shares; 2024Q4: 79,208 shares; 2025Q1: 111,294 shares; 2025Q2: 203,205 shares; 2025Q3: 211,186 shares; 2025Q4: 281,935 shares; 2026Q1: 296,472 shares; 2026Q2: 199,822 shares 199,822 $16.6M 1.32% -96,650 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: 9,899 shares; 2024Q4: 47,742 shares; 2025Q1: 49,725 shares; 2025Q2: 50,284 shares; 2025Q3: 49,507 shares; 2025Q4: 48,589 shares; 2026Q1: 48,945 shares; 2026Q2: 44,532 shares 44,532 $16.5M 1.32% -4,413 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,029 shares; 2024Q4: 25,772 shares; 2025Q1: 27,351 shares; 2025Q2: 27,905 shares; 2025Q3: 29,367 shares; 2025Q4: 35,785 shares; 2026Q1: 51,298 shares; 2026Q2: 55,993 shares 55,993 $16.2M 1.29% +4,695 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: 26,655 shares; 2024Q4: 87,389 shares; 2025Q1: 100,641 shares; 2025Q2: 113,578 shares; 2025Q3: 119,311 shares; 2025Q4: 136,710 shares; 2026Q1: 157,233 shares; 2026Q2: 160,324 shares 160,324 $15.9M 1.27% +3,091 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777,682 shares; 2026Q1: 698,473 shares; 2026Q2: 521,418 shares 521,418 $15.1M 1.21% -177,055 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828,719 shares; 2026Q1: 718,871 shares; 2026Q2: 716,175 shares 716,175 $14.6M 1.16% -2,696 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: 2,057 shares; 2024Q4: 91,723 shares; 2025Q1: 96,470 shares; 2025Q2: 100,110 shares; 2025Q3: 105,931 shares; 2025Q4: 117,783 shares; 2026Q1: 128,119 shares; 2026Q2: 142,589 shares 142,589 $13.5M 1.08% +14,470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,032 shares; 2025Q3: 83,163 shares; 2025Q4: 196,910 shares; 2026Q1: 209,138 shares; 2026Q2: 265,626 shares 265,626 $13.4M 1.07% +56,488 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,127 shares; 2026Q1: 75,755 shares; 2026Q2: 71,806 shares 71,806 $13.1M 1.05% -3,949 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: 14,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,712 shares; 2026Q1: 175,498 shares; 2026Q2: 172,085 shares 172,085 $13M 1.04% -3,413 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: 7,893 shares; 2024Q4: 7,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,913 shares; 2026Q1: 128,808 shares; 2026Q2: 119,184 shares 119,184 $13M 1.04% -9,624 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: 49,357 shares; 2024Q4: 59,059 shares; 2025Q1: 68,960 shares; 2025Q2: 71,340 shares; 2025Q3: 74,517 shares; 2025Q4: 89,192 shares; 2026Q1: 109,138 shares; 2026Q2: 115,202 shares 115,202 $12.6M 1% +6,064 Timeline FLXR TCW ETF TRUST More: the full row for TCW 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: 238,726 shares; 2026Q1: 269,643 shares; 2026Q2: 302,671 shares 302,671 $11.9M 0.95% +33,028 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 118,049 shares; 2026Q1: 122,747 shares; 2026Q2: 125,071 shares 125,071 $11.7M 0.93% +2,324 Timeline 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291,506 shares; 2026Q1: 294,457 shares; 2026Q2: 288,462 shares 288,462 $11.6M 0.93% -5,995 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: 19,485 shares; 2024Q4: 20,598 shares; 2025Q1: 22,266 shares; 2025Q2: 20,974 shares; 2025Q3: 24,178 shares; 2025Q4: 31,967 shares; 2026Q1: 48,652 shares; 2026Q2: 56,837 shares 56,837 $11.4M 0.91% +8,185 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: 18,725 shares; 2024Q4: 61,899 shares; 2025Q1: 74,506 shares; 2025Q2: 77,452 shares; 2025Q3: 82,714 shares; 2025Q4: 100,880 shares; 2026Q1: 107,496 shares; 2026Q2: 118,636 shares 118,636 $11.2M 0.9% +11,140 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,465 shares; 2024Q4: 3,427 shares; 2025Q1: 3,974 shares; 2025Q2: 7,541 shares; 2025Q3: 7,806 shares; 2025Q4: 8,781 shares; 2026Q1: 9,566 shares; 2026Q2: 16,278 shares 16,278 $11.2M 0.89% +6,712 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: 11,030 shares; 2024Q4: 283,169 shares; 2025Q1: 197,451 shares; 2025Q2: 180,299 shares; 2025Q3: 185,426 shares; 2025Q4: 143,507 shares; 2026Q1: 154,204 shares; 2026Q2: 234,225 shares 234,225 $10.8M 0.86% +80,021 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: 83,379 shares; 2025Q3: 93,694 shares; 2025Q4: 212,014 shares; 2026Q1: 238,252 shares; 2026Q2: 203,415 shares 203,415 $10.7M 0.86% -34,837 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,559 shares; 2026Q1: 203,030 shares; 2026Q2: 198,381 shares 198,381 $10.7M 0.86% -4,649 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: not reported; 2024Q4: not reported; 2025Q1: 9,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287,143 shares; 2026Q1: 277,049 shares; 2026Q2: 215,657 shares 215,657 $10.6M 0.85% -61,392 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: 10,059 shares; 2024Q4: 10,051 shares; 2025Q1: 10,423 shares; 2025Q2: 11,024 shares; 2025Q3: 11,074 shares; 2025Q4: 14,321 shares; 2026Q1: 30,698 shares; 2026Q2: 32,442 shares 32,442 $10.6M 0.85% +1,744 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,345 shares; 2026Q1: 124,579 shares; 2026Q2: 119,607 shares 119,607 $10.5M 0.84% -4,972 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,915 shares; 2024Q4: 110,379 shares; 2025Q1: 112,918 shares; 2025Q2: 121,143 shares; 2025Q3: 127,538 shares; 2025Q4: 135,515 shares; 2026Q1: 132,652 shares; 2026Q2: 141,696 shares 141,696 $10.1M 0.81% +9,044 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242,891 shares; 2026Q1: 246,950 shares; 2026Q2: 249,173 shares 249,173 $10.1M 0.8% +2,223 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: 8,386 shares; 2024Q4: 90,877 shares; 2025Q1: 56,041 shares; 2025Q2: 55,890 shares; 2025Q3: 55,388 shares; 2025Q4: 4,978 shares; 2026Q1: 3,423 shares; 2026Q2: 78,834 shares 78,834 $9.81M 0.78% +75,411 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,406 shares; 2026Q1: 154,618 shares; 2026Q2: 158,500 shares 158,500 $9.49M 0.76% +3,882 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: 6,484 shares; 2024Q4: 6,692 shares; 2025Q1: 7,471 shares; 2025Q2: 8,673 shares; 2025Q3: 9,680 shares; 2025Q4: 13,582 shares; 2026Q1: 21,652 shares; 2026Q2: 24,987 shares 24,987 $9.32M 0.74% +3,335 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,920 shares; 2026Q1: 106,321 shares; 2026Q2: 96,629 shares 96,629 $9.24M 0.74% -9,692 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: 935 shares; 2024Q4: 921 shares; 2025Q1: 889 shares; 2025Q2: 1,175 shares; 2025Q3: 8,127 shares; 2025Q4: 8,235 shares; 2026Q1: 8,154 shares; 2026Q2: 77,037 shares 77,037 $9.21M 0.74% +68,883 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282,037 shares; 2026Q1: 287,946 shares; 2026Q2: 262,784 shares 262,784 $9.21M 0.74% -25,162 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: 33,369 shares; 2024Q4: 6,514 shares; 2025Q1: 7,171 shares; 2025Q2: 7,913 shares; 2025Q3: 8,505 shares; 2025Q4: 18,787 shares; 2026Q1: 22,904 shares; 2026Q2: 24,761 shares 24,761 $8.85M 0.71% +1,857 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,102 shares; 2025Q2: 16,512 shares; 2025Q3: 17,195 shares; 2025Q4: 29,267 shares; 2026Q1: 32,146 shares; 2026Q2: 24,908 shares 24,908 $8.54M 0.68% -7,238 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: 8,571 shares; 2024Q4: 9,248 shares; 2025Q1: 10,131 shares; 2025Q2: 10,943 shares; 2025Q3: 12,285 shares; 2025Q4: 20,955 shares; 2026Q1: 30,674 shares; 2026Q2: 34,433 shares 34,433 $8.21M 0.66% +3,759 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,936 shares; 2026Q1: 95,236 shares; 2026Q2: 87,059 shares 87,059 $8.18M 0.65% -8,177 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,498 shares; 2024Q4: 6,468 shares; 2025Q1: 7,270 shares; 2025Q2: 7,783 shares; 2025Q3: 7,987 shares; 2025Q4: 9,548 shares; 2026Q1: 10,599 shares; 2026Q2: 10,723 shares 10,723 $7.9M 0.63% +124 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181,603 shares; 2026Q1: 176,212 shares; 2026Q2: 170,627 shares 170,627 $7.79M 0.62% -5,585 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,096 shares; 2026Q1: 157,732 shares; 2026Q2: 153,173 shares 153,173 $7.75M 0.62% -4,559 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: 4,609 shares; 2024Q4: 4,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,192 shares; 2026Q1: 36,633 shares; 2026Q2: 34,541 shares 34,541 $7.53M 0.6% -2,092 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: 6,774 shares; 2024Q4: 204,975 shares; 2025Q1: 149,682 shares; 2025Q2: 248,942 shares; 2025Q3: 256,857 shares; 2025Q4: 176,612 shares; 2026Q1: 189,695 shares; 2026Q2: 98,217 shares 98,217 $7.52M 0.6% -91,478 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: 75,650 shares; 2024Q4: 25,921 shares; 2025Q1: 26,340 shares; 2025Q2: 26,146 shares; 2025Q3: 25,011 shares; 2025Q4: 105,425 shares; 2026Q1: 107,574 shares; 2026Q2: 96,555 shares 96,555 $7.45M 0.59% -11,019 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,311 shares; 2026Q1: 171,259 shares; 2026Q2: 158,092 shares 158,092 $7.22M 0.58% -13,167 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: 32,920 shares; 2024Q4: 17,759 shares; 2025Q1: 15,844 shares; 2025Q2: 15,679 shares; 2025Q3: 15,122 shares; 2025Q4: 13,888 shares; 2026Q1: 192,937 shares; 2026Q2: 314,534 shares 314,534 $7.17M 0.57% +121,597 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,892 shares; 2025Q4: 188,217 shares; 2026Q1: 163,434 shares; 2026Q2: 142,830 shares 142,830 $7.11M 0.57% -20,604 Timeline BLCR 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: not reported; 2026Q1: not reported; 2026Q2: 139,490 shares 139,490 $7.03M 0.56% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,441 shares; 2024Q4: 1,216 shares; 2025Q1: 1,297 shares; 2025Q2: 1,282 shares; 2025Q3: 1,393 shares; 2025Q4: 12,534 shares; 2026Q1: 13,227 shares; 2026Q2: 13,581 shares 13,581 $6.98M 0.56% +354 Timeline IDEF 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: not reported; 2026Q1: not reported; 2026Q2: 212,388 shares 212,388 $6.75M 0.54% new Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,587 shares; 2026Q1: 54,281 shares; 2026Q2: 50,977 shares 50,977 $6.58M 0.53% -3,304 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,081 shares; 2024Q4: 44,603 shares; 2025Q1: 45,791 shares; 2025Q2: 44,977 shares; 2025Q3: 44,942 shares; 2025Q4: 236,402 shares; 2026Q1: 221,265 shares; 2026Q2: 221,536 shares 221,536 $6.52M 0.52% +271 Timeline CORO 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: not reported; 2026Q1: not reported; 2026Q2: 177,330 shares 177,330 $6.49M 0.52% new 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: 7,122 shares; 2024Q4: 8,799 shares; 2025Q1: 9,089 shares; 2025Q2: 8,744 shares; 2025Q3: 9,355 shares; 2025Q4: 13,722 shares; 2026Q1: 16,530 shares; 2026Q2: 17,945 shares 17,945 $6.34M 0.51% +1,415 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: not reported; 2025Q2: 170,763 shares; 2025Q3: 178,311 shares; 2025Q4: 185,776 shares; 2026Q1: 208,392 shares; 2026Q2: 141,659 shares 141,659 $6.11M 0.49% -66,733 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 496,885 shares; 2024Q4: 533,531 shares; 2025Q1: 560,867 shares; 2025Q2: 611,852 shares; 2025Q3: 618,836 shares; 2025Q4: 587,513 shares; 2026Q1: 570,720 shares; 2026Q2: 559,279 shares 559,279 $6.08M 0.49% -11,441 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: 15,549 shares; 2024Q4: 15,788 shares; 2025Q1: 15,981 shares; 2025Q2: 16,082 shares; 2025Q3: 20,933 shares; 2025Q4: 24,379 shares; 2026Q1: 38,836 shares; 2026Q2: 23,241 shares 23,241 $5.85M 0.47% -15,595 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: 33,579 shares; 2024Q4: 76,289 shares; 2025Q1: 71,860 shares; 2025Q2: 71,108 shares; 2025Q3: 73,595 shares; 2025Q4: 79,640 shares; 2026Q1: 73,018 shares; 2026Q2: 58,920 shares 58,920 $5.69M 0.45% -14,098 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,973 shares; 2025Q2: 8,961 shares; 2025Q3: not reported; 2025Q4: 199,762 shares; 2026Q1: 196,438 shares; 2026Q2: 186,625 shares 186,625 $5.63M 0.45% -9,813 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,332 shares; 2026Q1: 128,644 shares; 2026Q2: 125,832 shares 125,832 $5.31M 0.42% -2,812 Timeline JMBS 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: 63,430 shares; 2024Q4: 66,710 shares; 2025Q1: 78,856 shares; 2025Q2: 86,466 shares; 2025Q3: 92,392 shares; 2025Q4: 104,702 shares; 2026Q1: 113,440 shares; 2026Q2: 115,390 shares 115,390 $5.19M 0.41% +1,950 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: 14,060 shares; 2024Q4: 9,914 shares; 2025Q1: 9,653 shares; 2025Q2: 9,772 shares; 2025Q3: 9,487 shares; 2025Q4: 18,677 shares; 2026Q1: 17,577 shares; 2026Q2: 27,056 shares 27,056 $5.15M 0.41% +9,479 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,448 shares; 2025Q3: 10,469 shares; 2025Q4: 58,461 shares; 2026Q1: 58,276 shares; 2026Q2: 56,857 shares 56,857 $5.12M 0.41% -1,419 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: 76,108 shares; 2024Q4: 16,944 shares; 2025Q1: 15,579 shares; 2025Q2: 22,534 shares; 2025Q3: 22,886 shares; 2025Q4: 29,739 shares; 2026Q1: 33,702 shares; 2026Q2: 32,600 shares 32,600 $4.83M 0.39% -1,102 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,688 shares; 2025Q3: 12,688 shares; 2025Q4: 48,328 shares; 2026Q1: 45,752 shares; 2026Q2: 54,417 shares 54,417 $4.65M 0.37% +8,665 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: not reported; 2024Q4: 33,955 shares; 2025Q1: 28,376 shares; 2025Q2: 28,796 shares; 2025Q3: 28,741 shares; 2025Q4: 36,995 shares; 2026Q1: 38,717 shares; 2026Q2: 88,487 shares 88,487 $4.63M 0.37% +49,770 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,226 shares; 2024Q4: 46,723 shares; 2025Q1: 41,003 shares; 2025Q2: 39,324 shares; 2025Q3: 40,878 shares; 2025Q4: 38,600 shares; 2026Q1: 54,775 shares; 2026Q2: 55,387 shares 55,387 $4.55M 0.36% +612 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: 66,646 shares; 2024Q4: 76,321 shares; 2025Q1: 60,624 shares; 2025Q2: 60,721 shares; 2025Q3: 69,698 shares; 2025Q4: 72,100 shares; 2026Q1: 66,708 shares; 2026Q2: 59,888 shares 59,888 $4.4M 0.35% -6,820 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,745 shares; 2026Q1: 65,320 shares; 2026Q2: 57,720 shares 57,720 $4.36M 0.35% -7,600 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,591 shares; 2026Q1: 38,617 shares; 2026Q2: 38,973 shares 38,973 $4.34M 0.35% +356 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: 22,219 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,766 shares; 2025Q3: 23,744 shares; 2025Q4: 157,546 shares; 2026Q1: 195,960 shares; 2026Q2: 127,768 shares 127,768 $4.28M 0.34% -68,192 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: 111,025 shares; 2024Q4: 29,602 shares; 2025Q1: 34,721 shares; 2025Q2: 35,063 shares; 2025Q3: 29,941 shares; 2025Q4: 34,107 shares; 2026Q1: 37,330 shares; 2026Q2: 39,009 shares 39,009 $4.27M 0.34% +1,679 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,298 shares; 2024Q4: 3,561 shares; 2025Q1: 4,040 shares; 2025Q2: 4,470 shares; 2025Q3: 4,918 shares; 2025Q4: 5,699 shares; 2026Q1: 9,837 shares; 2026Q2: 11,234 shares 11,234 $4.24M 0.34% +1,397 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares; 2026Q1: 80,418 shares; 2026Q2: 85,025 shares 85,025 $4.1M 0.33% +4,607 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,389 shares; 2026Q1: 53,360 shares; 2026Q2: 52,253 shares 52,253 $3.94M 0.31% -1,107 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,237 shares; 2026Q2: 25,502 shares 25,502 $3.88M 0.31% +1,265 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: 5,585 shares; 2024Q4: 48,489 shares; 2025Q1: 44,062 shares; 2025Q2: 43,803 shares; 2025Q3: 48,287 shares; 2025Q4: 64,563 shares; 2026Q1: 63,596 shares; 2026Q2: 63,759 shares 63,759 $3.81M 0.3% +163 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 345,858 shares; 2024Q4: 367,860 shares; 2025Q1: 383,679 shares; 2025Q2: 414,622 shares; 2025Q3: 417,773 shares; 2025Q4: 410,151 shares; 2026Q1: 396,751 shares; 2026Q2: 357,568 shares 357,568 $3.75M 0.3% -39,183 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,840 shares; 2025Q3: 8,840 shares; 2025Q4: 44,243 shares; 2026Q1: 35,312 shares; 2026Q2: 31,215 shares 31,215 $3.71M 0.3% -4,097 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: 2,952 shares; 2026Q1: 4,064 shares; 2026Q2: 3,200 shares 3,200 $3.69M 0.29% -864 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,600 shares; 2026Q1: 90,772 shares; 2026Q2: 90,772 shares 90,772 $3.65M 0.29% 0 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: 1,046 shares; 2024Q4: 585 shares; 2025Q1: 1,338 shares; 2025Q2: 1,783 shares; 2025Q3: 1,869 shares; 2025Q4: 4,042 shares; 2026Q1: 5,936 shares; 2026Q2: 7,129 shares 7,129 $3.57M 0.28% +1,193 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,485 shares; 2026Q2: 22,485 shares 22,485 $3.53M 0.28% 0 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,928 shares; 2024Q4: 117,227 shares; 2025Q1: 134,697 shares; 2025Q2: 147,899 shares; 2025Q3: 158,358 shares; 2025Q4: 129,252 shares; 2026Q1: 112,520 shares; 2026Q2: 74,720 shares 74,720 $3.48M 0.28% -37,800 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: 83,865 shares; 2024Q4: 1,771 shares; 2025Q1: 1,779 shares; 2025Q2: 1,940 shares; 2025Q3: 2,323 shares; 2025Q4: 3,436 shares; 2026Q1: 5,528 shares; 2026Q2: 6,122 shares 6,122 $3.45M 0.28% +594 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: 5,580 shares; 2024Q4: 4,923 shares; 2025Q1: 5,533 shares; 2025Q2: 5,939 shares; 2025Q3: 6,107 shares; 2025Q4: 11,237 shares; 2026Q1: 12,276 shares; 2026Q2: 13,431 shares 13,431 $3.41M 0.27% +1,155 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,126 shares; 2026Q2: 88,824 shares 88,824 $3.35M 0.27% +74,698 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: 519 shares; 2024Q4: 574 shares; 2025Q1: 716 shares; 2025Q2: 768 shares; 2025Q3: 823 shares; 2025Q4: 1,177 shares; 2026Q1: 2,071 shares; 2026Q2: 2,720 shares 2,720 $3.26M 0.26% +649 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,170 shares; 2026Q1: 15,580 shares; 2026Q2: 14,972 shares 14,972 $3.19M 0.25% -608 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,910 shares; 2024Q4: 2,050 shares; 2025Q1: 2,062 shares; 2025Q2: 2,644 shares; 2025Q3: 3,002 shares; 2025Q4: 3,948 shares; 2026Q1: 6,305 shares; 2026Q2: 7,563 shares 7,563 $3.18M 0.25% +1,258 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,004 shares; 2026Q1: 157,294 shares; 2026Q2: 152,081 shares 152,081 $2.98M 0.24% -5,213 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: 2,175 shares; 2024Q4: 2,110 shares; 2025Q1: 2,046 shares; 2025Q2: 8,198 shares; 2025Q3: 8,159 shares; 2025Q4: 9,143 shares; 2026Q1: 10,933 shares; 2026Q2: 10,605 shares 10,605 $2.87M 0.23% -328 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: 4,712 shares; 2024Q4: 5,220 shares; 2025Q1: 5,594 shares; 2025Q2: 6,604 shares; 2025Q3: 7,558 shares; 2025Q4: 21,320 shares; 2026Q1: 22,395 shares; 2026Q2: 23,449 shares 23,449 $2.75M 0.22% +1,054 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: not reported; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,627 shares; 2026Q1: 7,970 shares; 2026Q2: 7,428 shares 7,428 $2.74M 0.22% -542 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: 3,073 shares; 2024Q4: 3,090 shares; 2025Q1: 3,098 shares; 2025Q2: 3,295 shares; 2025Q3: 3,246 shares; 2025Q4: 39,939 shares; 2026Q1: 40,542 shares; 2026Q2: 32,249 shares 32,249 $2.67M 0.21% -8,293 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,609 shares; 2024Q4: 16,609 shares; 2025Q1: 16,609 shares; 2025Q2: 21,040 shares; 2025Q3: 29,178 shares; 2025Q4: 43,198 shares; 2026Q1: 45,504 shares; 2026Q2: 54,354 shares 54,354 $2.6M 0.21% +8,850 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: 2,841 shares; 2024Q4: 2,996 shares; 2025Q1: 3,263 shares; 2025Q2: 3,354 shares; 2025Q3: 3,401 shares; 2025Q4: 4,297 shares; 2026Q1: 6,481 shares; 2026Q2: 7,568 shares 7,568 $2.6M 0.21% +1,087 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: 3,887 shares; 2024Q4: 3,048 shares; 2025Q1: 3,285 shares; 2025Q2: 3,646 shares; 2025Q3: 3,746 shares; 2025Q4: 4,396 shares; 2026Q1: 7,455 shares; 2026Q2: 12,264 shares 12,264 $2.56M 0.2% +4,809 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: not reported; 2024Q4: not reported; 2025Q1: 13,828 shares; 2025Q2: 19,737 shares; 2025Q3: 20,760 shares; 2025Q4: 23,543 shares; 2026Q1: 28,443 shares; 2026Q2: 25,208 shares 25,208 $2.53M 0.2% -3,235 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: 2,910 shares; 2024Q4: 2,279 shares; 2025Q1: 2,509 shares; 2025Q2: 2,540 shares; 2025Q3: 2,593 shares; 2025Q4: 2,828 shares; 2026Q1: 2,671 shares; 2026Q2: 2,375 shares 2,375 $2.53M 0.2% -296 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,644 shares; 2026Q1: 17,206 shares; 2026Q2: 26,399 shares 26,399 $2.52M 0.2% +9,193 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: 100,848 shares; 2024Q4: 2,430 shares; 2025Q1: 2,468 shares; 2025Q2: 3,518 shares; 2025Q3: 3,479 shares; 2025Q4: 3,450 shares; 2026Q1: 3,428 shares; 2026Q2: 3,478 shares 3,478 $2.45M 0.2% +50 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,366 shares; 2026Q2: 18,355 shares 18,355 $2.43M 0.19% -11 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,889 shares; 2026Q1: 30,918 shares; 2026Q2: 24,398 shares 24,398 $2.4M 0.19% -6,520 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,553 shares; 2024Q4: 18,988 shares; 2025Q1: 20,707 shares; 2025Q2: 13,135 shares; 2025Q3: 13,939 shares; 2025Q4: 14,142 shares; 2026Q1: 13,784 shares; 2026Q2: 37,955 shares 37,955 $2.24M 0.18% +24,171 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,382 shares; 2024Q4: 8,405 shares; 2025Q1: 8,405 shares; 2025Q2: 13,106 shares; 2025Q3: 21,861 shares; 2025Q4: 37,015 shares; 2026Q1: 39,471 shares; 2026Q2: 48,234 shares 48,234 $2.21M 0.18% +8,763 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 711 shares; 2026Q2: 968 shares 968 $2.2M 0.18% +257 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,003 shares; 2025Q4: 11,759 shares; 2026Q1: 14,370 shares; 2026Q2: 15,710 shares 15,710 $2.2M 0.18% +1,340 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: 3,282 shares; 2024Q4: 3,529 shares; 2025Q1: 3,546 shares; 2025Q2: 3,745 shares; 2025Q3: 6,092 shares; 2025Q4: 13,948 shares; 2026Q1: 15,789 shares; 2026Q2: 17,037 shares 17,037 $2.19M 0.17% +1,248 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; 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: 74,090 shares; 2026Q1: 73,410 shares; 2026Q2: 60,122 shares 60,122 $2.19M 0.17% -13,288 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,594 shares; 2026Q1: 3,512 shares; 2026Q2: 3,326 shares 3,326 $2.12M 0.17% -186 Timeline VCRB 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: not reported; 2024Q4: not reported; 2025Q1: 24,909 shares; 2025Q2: 24,404 shares; 2025Q3: 29,094 shares; 2025Q4: 30,271 shares; 2026Q1: 27,916 shares; 2026Q2: 27,336 shares 27,336 $2.11M 0.17% -580 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,246 shares; 2026Q1: 68,530 shares; 2026Q2: 62,058 shares 62,058 $2.1M 0.17% -6,472 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: 1,170 shares; 2024Q4: 65,615 shares; 2025Q1: 85,487 shares; 2025Q2: 89,655 shares; 2025Q3: 91,788 shares; 2025Q4: 41,585 shares; 2026Q1: 45,266 shares; 2026Q2: 9,555 shares 9,555 $2.1M 0.17% -35,711 Timeline DBEF 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: 5,772 shares; 2024Q4: 7,458 shares; 2025Q1: 17,575 shares; 2025Q2: 15,812 shares; 2025Q3: 11,537 shares; 2025Q4: 15,109 shares; 2026Q1: 25,851 shares; 2026Q2: 38,129 shares 38,129 $2.08M 0.17% +12,278 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 738 shares; 2026Q1: 995 shares; 2026Q2: 1,024 shares 1,024 $2.03M 0.16% +29 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: 86,506 shares; 2024Q4: 1,980 shares; 2025Q1: 1,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,284 shares; 2026Q1: 5,893 shares; 2026Q2: 18,735 shares 18,735 $2.02M 0.16% +12,842 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,384 shares; 2025Q4: 11,121 shares; 2026Q1: 12,479 shares; 2026Q2: 14,385 shares 14,385 $2.01M 0.16% +1,906 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,860 shares; 2025Q2: 47,005 shares; 2025Q3: 40,890 shares; 2025Q4: 58,964 shares; 2026Q1: 56,323 shares; 2026Q2: 54,927 shares 54,927 $2M 0.16% -1,396 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,456 shares; 2026Q1: 50,308 shares; 2026Q2: 40,887 shares 40,887 $2M 0.16% -9,421 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,554 shares; 2025Q3: 17,544 shares; 2025Q4: 32,823 shares; 2026Q1: 35,340 shares; 2026Q2: 44,997 shares 44,997 $1.98M 0.16% +9,657 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,189 shares; 2024Q4: 29,249 shares; 2025Q1: 36,721 shares; 2025Q2: 49,517 shares; 2025Q3: 47,042 shares; 2025Q4: 39,623 shares; 2026Q1: 40,052 shares; 2026Q2: 47,634 shares 47,634 $1.98M 0.16% +7,582 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: 1,260 shares; 2024Q4: 1,198 shares; 2025Q1: 1,299 shares; 2025Q2: 1,345 shares; 2025Q3: 1,346 shares; 2025Q4: 1,305 shares; 2026Q1: 1,982 shares; 2026Q2: 2,100 shares 2,100 $1.96M 0.16% +118 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: 17,063 shares; 2024Q4: 38,488 shares; 2025Q1: 52,045 shares; 2025Q2: 42,684 shares; 2025Q3: 44,080 shares; 2025Q4: 46,898 shares; 2026Q1: 45,351 shares; 2026Q2: 33,491 shares 33,491 $1.93M 0.15% -11,860 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: 15,889 shares; 2024Q4: 16,114 shares; 2025Q1: 16,197 shares; 2025Q2: 16,774 shares; 2025Q3: 20,830 shares; 2025Q4: 19,550 shares; 2026Q1: 28,194 shares; 2026Q2: 21,212 shares 21,212 $1.92M 0.15% -6,982 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,705 shares; 2026Q1: 31,433 shares; 2026Q2: 22,603 shares 22,603 $1.89M 0.15% -8,830 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,702 shares; 2025Q1: 6,990 shares; 2025Q2: 12,889 shares; 2025Q3: 12,178 shares; 2025Q4: 45,900 shares; 2026Q1: 47,926 shares; 2026Q2: 18,568 shares 18,568 $1.87M 0.15% -29,358 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,358 shares; 2026Q1: 28,095 shares; 2026Q2: 27,381 shares 27,381 $1.84M 0.15% -714 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: 5,665 shares; 2024Q4: 9,061 shares; 2025Q1: 9,062 shares; 2025Q2: 5,793 shares; 2025Q3: 3,100 shares; 2025Q4: 3,116 shares; 2026Q1: 2,980 shares; 2026Q2: 19,910 shares 19,910 $1.82M 0.15% +16,930 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,769 shares; 2024Q4: 24,766 shares; 2025Q1: 24,604 shares; 2025Q2: 27,544 shares; 2025Q3: 30,722 shares; 2025Q4: 26,721 shares; 2026Q1: 27,956 shares; 2026Q2: 26,209 shares 26,209 $1.82M 0.15% -1,747 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,021 shares; 2026Q2: 39,956 shares 39,956 $1.81M 0.14% +11,935 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,605 shares; 2025Q4: 1,857 shares; 2026Q1: 2,539 shares; 2026Q2: 3,099 shares 3,099 $1.8M 0.14% +560 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 691 shares; 2026Q1: 1,402 shares; 2026Q2: 1,520 shares 1,520 $1.79M 0.14% +118 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,107 shares; 2026Q1: 18,230 shares; 2026Q2: 18,230 shares 18,230 $1.76M 0.14% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,774 shares; 2024Q4: 2,099 shares; 2025Q1: 2,387 shares; 2025Q2: 2,481 shares; 2025Q3: 2,894 shares; 2025Q4: 6,100 shares; 2026Q1: 8,768 shares; 2026Q2: 10,443 shares 10,443 $1.73M 0.14% +1,675 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: 1,646 shares; 2024Q4: 3,266 shares; 2025Q1: 3,254 shares; 2025Q2: 3,358 shares; 2025Q3: 2,948 shares; 2025Q4: 3,071 shares; 2026Q1: 2,839 shares; 2026Q2: 5,597 shares 5,597 $1.68M 0.13% +2,758 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,426 shares; 2025Q2: 19,970 shares; 2025Q3: 21,847 shares; 2025Q4: 38,684 shares; 2026Q1: 43,167 shares; 2026Q2: 4,459 shares 4,459 $1.63M 0.13% -38,708 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,879 shares; 2026Q2: 55,640 shares 55,640 $1.63M 0.13% +46,761 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: 6,702 shares; 2024Q4: 6,782 shares; 2025Q1: 7,257 shares; 2025Q2: 7,242 shares; 2025Q3: 7,687 shares; 2025Q4: 11,479 shares; 2026Q1: 14,061 shares; 2026Q2: 11,741 shares 11,741 $1.61M 0.13% -2,320 Timeline IALT 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: not reported; 2026Q1: not reported; 2026Q2: 57,180 shares 57,180 $1.6M 0.13% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,447 shares; 2026Q1: 29,969 shares; 2026Q2: 27,347 shares 27,347 $1.58M 0.13% -2,622 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,726 shares; 2026Q1: 20,446 shares; 2026Q2: 20,021 shares 20,021 $1.56M 0.12% -425 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,151 shares; 2026Q2: 9,801 shares 9,801 $1.56M 0.12% +2,650 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,587 shares; 2024Q4: 37,891 shares; 2025Q1: 28,348 shares; 2025Q2: 26,193 shares; 2025Q3: 24,908 shares; 2025Q4: 19,161 shares; 2026Q1: 19,233 shares; 2026Q2: 18,717 shares 18,717 $1.55M 0.12% -516 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,503 shares; 2025Q1: 9,569 shares; 2025Q2: 9,885 shares; 2025Q3: 9,917 shares; 2025Q4: 13,355 shares; 2026Q1: 13,954 shares; 2026Q2: 15,822 shares 15,822 $1.54M 0.12% +1,868 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,745 shares; 2026Q1: 18,928 shares; 2026Q2: 16,501 shares 16,501 $1.54M 0.12% -2,427 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: 17,869 shares; 2024Q4: 784 shares; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 3,216 shares; 2026Q1: 3,167 shares; 2026Q2: 12,370 shares 12,370 $1.54M 0.12% +9,203 Timeline IDV 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: 34,691 shares; 2026Q1: 36,182 shares; 2026Q2: 36,182 shares 36,182 $1.5M 0.12% 0 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 82,696 shares; 2024Q4: 32,850 shares; 2025Q1: 32,946 shares; 2025Q2: 33,214 shares; 2025Q3: 33,214 shares; 2025Q4: 30,639 shares; 2026Q1: 30,639 shares; 2026Q2: 30,639 shares 30,639 $1.5M 0.12% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,305 shares; 2024Q4: 4,818 shares; 2025Q1: 5,091 shares; 2025Q2: 5,974 shares; 2025Q3: 7,645 shares; 2025Q4: 14,959 shares; 2026Q1: 15,185 shares; 2026Q2: 13,141 shares 13,141 $1.49M 0.12% -2,044 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,505 shares; 2025Q4: 2,624 shares; 2026Q1: 3,072 shares; 2026Q2: 3,416 shares 3,416 $1.48M 0.12% +344 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,078 shares; 2024Q4: 2,626 shares; 2025Q1: 3,174 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,206 shares 18,206 $1.47M 0.12% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 917 shares; 2025Q3: 1,386 shares; 2025Q4: 1,625 shares; 2026Q1: 3,708 shares; 2026Q2: 3,869 shares 3,869 $1.45M 0.12% +161 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,437 shares; 2026Q1: 22,438 shares; 2026Q2: 22,439 shares 22,439 $1.43M 0.11% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,181 shares; 2026Q1: 30,750 shares; 2026Q2: 28,894 shares 28,894 $1.43M 0.11% -1,856 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,458 shares; 2026Q1: 6,458 shares; 2026Q2: 6,041 shares 6,041 $1.43M 0.11% -417 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,293 shares; 2026Q1: 38,922 shares; 2026Q2: 38,922 shares 38,922 $1.4M 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,837 shares; 2026Q1: 18,879 shares; 2026Q2: 21,835 shares 21,835 $1.37M 0.11% +2,956 Timeline MOAT 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: 11,150 shares; 2024Q4: 10,756 shares; 2025Q1: 12,021 shares; 2025Q2: 14,146 shares; 2025Q3: 13,418 shares; 2025Q4: 13,244 shares; 2026Q1: 12,787 shares; 2026Q2: 13,161 shares 13,161 $1.37M 0.11% +374 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,800 shares; 2026Q2: 26,800 shares 26,800 $1.37M 0.11% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 2,148 shares; 2025Q4: 5,420 shares; 2026Q1: 8,131 shares; 2026Q2: 9,523 shares 9,523 $1.36M 0.11% +1,392 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: 27,796 shares; 2024Q4: 3,874 shares; 2025Q1: 3,887 shares; 2025Q2: 3,810 shares; 2025Q3: 3,848 shares; 2025Q4: 12,631 shares; 2026Q1: 12,802 shares; 2026Q2: 13,064 shares 13,064 $1.36M 0.11% +262 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,288 shares; 2026Q1: 22,626 shares; 2026Q2: 19,869 shares 19,869 $1.28M 0.1% -2,757 Timeline GGOV BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 25,243 shares 25,243 $1.27M 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,137 shares; 2026Q1: 3,305 shares; 2026Q2: 3,489 shares 3,489 $1.26M 0.1% +184 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,766 shares; 2025Q2: 16,672 shares; 2025Q3: 17,064 shares; 2025Q4: 34,103 shares; 2026Q1: 35,083 shares; 2026Q2: 38,536 shares 38,536 $1.26M 0.1% +3,453 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,059 shares; 2026Q1: 12,509 shares; 2026Q2: 29,219 shares 29,219 $1.26M 0.1% +16,710 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,392 shares; 2026Q1: 62,524 shares; 2026Q2: 62,524 shares 62,524 $1.25M 0.1% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 1,976 shares; 2026Q1: 2,450 shares; 2026Q2: 3,614 shares 3,614 $1.23M 0.1% +1,164 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS 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: 27,618 shares 27,618 $1.23M 0.1% new Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,124 shares; 2026Q1: 27,124 shares; 2026Q2: 27,124 shares 27,124 $1.2M 0.1% 0 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: 826 shares; 2024Q4: 752 shares; 2025Q1: 843 shares; 2025Q2: 791 shares; 2025Q3: 1,026 shares; 2025Q4: 1,996 shares; 2026Q1: 2,651 shares; 2026Q2: 2,881 shares 2,881 $1.2M 0.1% +230 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 5,003 shares; 2026Q1: 6,981 shares; 2026Q2: 7,788 shares 7,788 $1.18M 0.09% +807 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,789 shares; 2025Q4: 5,384 shares; 2026Q1: 6,059 shares; 2026Q2: 8,046 shares 8,046 $1.18M 0.09% +1,987 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: 834 shares; 2024Q4: 1,053 shares; 2025Q1: 1,078 shares; 2025Q2: 1,498 shares; 2025Q3: 1,505 shares; 2025Q4: 2,321 shares; 2026Q1: 2,509 shares; 2026Q2: 3,329 shares 3,329 $1.17M 0.09% +820 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,348 shares; 2024Q4: 1,347 shares; 2025Q1: 1,402 shares; 2025Q2: 1,452 shares; 2025Q3: 1,442 shares; 2025Q4: 3,003 shares; 2026Q1: 3,447 shares; 2026Q2: 3,713 shares 3,713 $1.17M 0.09% +266 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,429 shares; 2026Q1: 2,478 shares; 2026Q2: 2,382 shares 2,382 $1.15M 0.09% -96 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,949 shares; 2025Q2: 12,693 shares; 2025Q3: 13,450 shares; 2025Q4: 17,495 shares; 2026Q1: 21,378 shares; 2026Q2: 15,256 shares 15,256 $1.15M 0.09% -6,122 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: 8,252 shares; 2024Q4: 8,138 shares; 2025Q1: 6,551 shares; 2025Q2: 6,598 shares; 2025Q3: 6,417 shares; 2025Q4: 7,545 shares; 2026Q1: 6,889 shares; 2026Q2: 7,095 shares 7,095 $1.15M 0.09% +206 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,815 shares; 2026Q1: 15,404 shares; 2026Q2: 15,276 shares 15,276 $1.14M 0.09% -128 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: 5,083 shares; 2024Q4: 5,095 shares; 2025Q1: 5,100 shares; 2025Q2: 4,899 shares; 2025Q3: 4,729 shares; 2025Q4: 9,730 shares; 2026Q1: 9,744 shares; 2026Q2: 10,465 shares 10,465 $1.13M 0.09% +721 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,251 shares; 2024Q4: 3,001 shares; 2025Q1: 2,751 shares; 2025Q2: 2,577 shares; 2025Q3: 2,770 shares; 2025Q4: 2,817 shares; 2026Q1: 5,203 shares; 2026Q2: 6,213 shares 6,213 $1.12M 0.09% +1,010 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: 56,904 shares; 2024Q4: 1,885 shares; 2025Q1: 1,822 shares; 2025Q2: 1,454 shares; 2025Q3: 1,227 shares; 2025Q4: 1,276 shares; 2026Q1: 2,024 shares; 2026Q2: 2,343 shares 2,343 $1.12M 0.09% +319 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,028 shares; 2024Q4: 17,075 shares; 2025Q1: 15,378 shares; 2025Q2: 20,891 shares; 2025Q3: 20,692 shares; 2025Q4: 22,010 shares; 2026Q1: 23,839 shares; 2026Q2: 22,004 shares 22,004 $1.1M 0.09% -1,835 Timeline VMBS 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: 36,058 shares; 2024Q4: 29,892 shares; 2025Q1: 27,537 shares; 2025Q2: 25,486 shares; 2025Q3: 28,866 shares; 2025Q4: 28,894 shares; 2026Q1: 27,906 shares; 2026Q2: 23,233 shares 23,233 $1.09M 0.09% -4,673 Timeline VGSH 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: 38,100 shares; 2024Q4: 12,952 shares; 2025Q1: 12,055 shares; 2025Q2: 13,483 shares; 2025Q3: 14,005 shares; 2025Q4: 21,096 shares; 2026Q1: 18,859 shares; 2026Q2: 18,575 shares 18,575 $1.08M 0.09% -284 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,873 shares; 2026Q2: 14,928 shares 14,928 $1.08M 0.09% +55 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: 1,764 shares; 2024Q4: 1,770 shares; 2025Q1: 2,092 shares; 2025Q2: 2,111 shares; 2025Q3: 1,883 shares; 2025Q4: 2,300 shares; 2026Q1: 2,404 shares; 2026Q2: 3,823 shares 3,823 $1.07M 0.09% +1,419 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,861 shares; 2025Q1: 4,735 shares; 2025Q2: 4,724 shares; 2025Q3: 4,659 shares; 2025Q4: 9,210 shares; 2026Q1: 9,154 shares; 2026Q2: 9,153 shares 9,153 $1.07M 0.09% -1 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,753 shares; 2026Q1: 3,550 shares; 2026Q2: 3,701 shares 3,701 $1.07M 0.09% +151 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 999 shares; 2025Q4: 1,257 shares; 2026Q1: 3,465 shares; 2026Q2: 4,139 shares 4,139 $1.05M 0.08% +674 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,602 shares; 2026Q1: 15,309 shares; 2026Q2: 15,339 shares 15,339 $1.05M 0.08% +30 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,448 shares; 2025Q3: 2,445 shares; 2025Q4: 2,465 shares; 2026Q1: 2,608 shares; 2026Q2: 2,600 shares 2,600 $1.05M 0.08% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,243 shares; 2025Q3: 2,242 shares; 2025Q4: 9,838 shares; 2026Q1: 11,809 shares; 2026Q2: 6,593 shares 6,593 $1.04M 0.08% -5,216 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES 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: 3,770 shares; 2026Q2: 3,770 shares 3,770 $1.04M 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,440 shares 11,440 $1.04M 0.08% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,143 shares; 2024Q4: 2,405 shares; 2025Q1: 2,456 shares; 2025Q2: 2,939 shares; 2025Q3: 3,522 shares; 2025Q4: 4,204 shares; 2026Q1: 5,526 shares; 2026Q2: 7,064 shares 7,064 $1.04M 0.08% +1,538 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,165 shares; 2024Q4: 1,547 shares; 2025Q1: 1,929 shares; 2025Q2: 1,958 shares; 2025Q3: 3,627 shares; 2025Q4: 9,023 shares; 2026Q1: 8,013 shares; 2026Q2: 7,579 shares 7,579 $1.03M 0.08% -434 Timeline MLRG 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: 9,844 shares; 2026Q1: 9,844 shares; 2026Q2: 9,844 shares 9,844 $1.02M 0.08% 0 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: 8,284 shares; 2024Q4: 8,160 shares; 2025Q1: 8,823 shares; 2025Q2: 10,217 shares; 2025Q3: 10,487 shares; 2025Q4: 16,446 shares; 2026Q1: 22,239 shares; 2026Q2: 23,658 shares 23,658 $1M 0.08% +1,419 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,441 shares; 2026Q2: 23,598 shares 23,598 $998K 0.08% +157 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: 3,291 shares; 2024Q4: 3,345 shares; 2025Q1: 3,489 shares; 2025Q2: 2,999 shares; 2025Q3: 3,554 shares; 2025Q4: 3,755 shares; 2026Q1: 5,171 shares; 2026Q2: 10,779 shares 10,779 $995K 0.08% +5,608 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,736 shares; 2026Q1: 3,164 shares; 2026Q2: 3,089 shares 3,089 $967K 0.08% -75 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: 26,342 shares; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,064 shares; 2025Q3: 3,347 shares; 2025Q4: 4,274 shares; 2026Q1: 5,099 shares; 2026Q2: 5,882 shares 5,882 $966K 0.08% +783 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: 12,996 shares; 2024Q4: 9,710 shares; 2025Q1: 11,701 shares; 2025Q2: 11,822 shares; 2025Q3: 13,031 shares; 2025Q4: 32,285 shares; 2026Q1: 35,448 shares; 2026Q2: 40,104 shares 40,104 $966K 0.08% +4,656 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,797 shares; 2026Q1: 6,797 shares; 2026Q2: 6,787 shares 6,787 $963K 0.08% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,101 shares; 2026Q1: 12,101 shares; 2026Q2: 12,101 shares 12,101 $961K 0.08% 0 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; 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: 77,309 shares; 2026Q1: 62,139 shares; 2026Q2: 62,059 shares 62,059 $958K 0.08% -80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 2,900 shares; 2026Q1: 2,722 shares; 2026Q2: 2,800 shares 2,800 $954K 0.08% +78 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,357 shares; 2026Q1: 9,357 shares; 2026Q2: 9,357 shares 9,357 $948K 0.08% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,209 shares; 2025Q4: 1,270 shares; 2026Q1: 1,360 shares; 2026Q2: 1,311 shares 1,311 $948K 0.08% -49 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,610 shares; 2026Q1: 18,116 shares; 2026Q2: 18,412 shares 18,412 $947K 0.08% +296 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: 2,408 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 1,937 shares; 2026Q1: 1,202 shares; 2026Q2: 3,885 shares 3,885 $942K 0.08% +2,683 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,531 shares; 2026Q1: 7,144 shares; 2026Q2: 17,714 shares 17,714 $941K 0.08% +10,570 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,677 shares; 2024Q4: 1,690 shares; 2025Q1: 1,728 shares; 2025Q2: 1,952 shares; 2025Q3: 1,966 shares; 2025Q4: 2,166 shares; 2026Q1: 2,563 shares; 2026Q2: 2,779 shares 2,779 $940K 0.08% +216 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: 732 shares; 2024Q4: 763 shares; 2025Q1: 850 shares; 2025Q2: 872 shares; 2025Q3: 1,015 shares; 2025Q4: 2,179 shares; 2026Q1: 1,538 shares; 2026Q2: 7,502 shares 7,502 $934K 0.07% +5,964 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,523 shares; 2026Q2: 3,128 shares 3,128 $932K 0.07% +605 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 10,331 shares; 2026Q1: 14,192 shares; 2026Q2: 13,988 shares 13,988 $927K 0.07% -204 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,247 shares; 2026Q1: 4,867 shares; 2026Q2: 5,444 shares 5,444 $920K 0.07% +577 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,045 shares; 2025Q4: 8,820 shares; 2026Q1: 12,296 shares; 2026Q2: 12,629 shares 12,629 $909K 0.07% +333 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: 18,982 shares; 2024Q4: 9,803 shares; 2025Q1: 9,264 shares; 2025Q2: 9,119 shares; 2025Q3: 8,989 shares; 2025Q4: 8,492 shares; 2026Q1: 8,434 shares; 2026Q2: 8,478 shares 8,478 $908K 0.07% +44 Timeline PCG PG&E CORP More: the full row for PG&E 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: 11,435 shares; 2025Q4: 39,983 shares; 2026Q1: 66,763 shares; 2026Q2: 53,513 shares 53,513 $900K 0.07% -13,250 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: 2,799 shares; 2024Q4: 2,772 shares; 2025Q1: 2,883 shares; 2025Q2: 2,898 shares; 2025Q3: 2,930 shares; 2025Q4: 2,965 shares; 2026Q1: 3,371 shares; 2026Q2: 3,593 shares 3,593 $892K 0.07% +222 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,749 shares; 2026Q1: 24,078 shares; 2026Q2: 23,958 shares 23,958 $881K 0.07% -120 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: 26,820 shares; 2024Q4: 5,335 shares; 2025Q1: 5,280 shares; 2025Q2: 5,210 shares; 2025Q3: 5,119 shares; 2025Q4: 5,066 shares; 2026Q1: 4,722 shares; 2026Q2: 4,715 shares 4,715 $873K 0.07% -7 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: not reported; 2025Q4: 615 shares; 2026Q1: 777 shares; 2026Q2: 859 shares 859 $869K 0.07% +82 Timeline SLQD 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: 19,914 shares; 2026Q1: 19,754 shares; 2026Q2: 17,154 shares 17,154 $864K 0.07% -2,600 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,758 shares; 2026Q1: 5,566 shares; 2026Q2: 5,445 shares 5,445 $836K 0.07% -121 Timeline BSCU 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,788 shares; 2026Q1: 46,788 shares; 2026Q2: 49,775 shares 49,775 $829K 0.07% +2,987 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,908 shares; 2026Q1: 11,944 shares; 2026Q2: 11,799 shares 11,799 $827K 0.07% -145 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,599 shares; 2025Q4: 3,761 shares; 2026Q1: 2,083 shares; 2026Q2: 4,027 shares 4,027 $808K 0.06% +1,944 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 588 shares; 2026Q2: 593 shares 593 $807K 0.06% +5 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,398 shares; 2025Q4: 4,363 shares; 2026Q1: 5,460 shares; 2026Q2: 4,741 shares 4,741 $805K 0.06% -719 Timeline HYLB 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: 88,331 shares; 2024Q4: 17,980 shares; 2025Q1: 15,711 shares; 2025Q2: 21,025 shares; 2025Q3: 21,051 shares; 2025Q4: 20,374 shares; 2026Q1: 20,303 shares; 2026Q2: 21,161 shares 21,161 $773K 0.06% +858 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares; 2026Q2: 2,319 shares 2,319 $769K 0.06% +1,041 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: 5,168 shares; 2024Q4: 5,104 shares; 2025Q1: 5,347 shares; 2025Q2: 4,815 shares; 2025Q3: 4,513 shares; 2025Q4: 5,153 shares; 2026Q1: 8,212 shares; 2026Q2: 9,378 shares 9,378 $762K 0.06% +1,166 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 1,038 shares; 2026Q2: 1,052 shares 1,052 $750K 0.06% +14 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,134 shares; 2026Q2: 2,493 shares 2,493 $743K 0.06% +359 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,704 shares; 2025Q4: 1,901 shares; 2026Q1: 2,860 shares; 2026Q2: 4,206 shares 4,206 $742K 0.06% +1,346 Timeline GWX 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: 3,920 shares; 2024Q4: 19,647 shares; 2025Q1: 18,513 shares; 2025Q2: 18,044 shares; 2025Q3: 17,541 shares; 2025Q4: 17,161 shares; 2026Q1: 16,872 shares; 2026Q2: 16,920 shares 16,920 $740K 0.06% +48 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: not reported; 2024Q4: not reported; 2025Q1: 4,914 shares; 2025Q2: 6,019 shares; 2025Q3: 6,840 shares; 2025Q4: 7,953 shares; 2026Q1: 11,188 shares; 2026Q2: 12,989 shares 12,989 $740K 0.06% +1,801 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,848 shares; 2026Q1: 2,144 shares; 2026Q2: 1,598 shares 1,598 $733K 0.06% -546 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 1,650 shares; 2026Q2: 1,419 shares 1,419 $723K 0.06% -231 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,265 shares; 2026Q1: 7,424 shares; 2026Q2: 7,592 shares 7,592 $721K 0.06% +168 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,801 shares; 2026Q1: 14,801 shares; 2026Q2: 14,801 shares 14,801 $721K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,355 shares; 2025Q4: 2,528 shares; 2026Q1: 2,651 shares; 2026Q2: 2,921 shares 2,921 $719K 0.06% +270 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,536 shares; 2026Q2: 2,113 shares 2,113 $707K 0.06% -423 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: not reported; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 571 shares; 2025Q4: 595 shares; 2026Q1: 569 shares; 2026Q2: 8,177 shares 8,177 $704K 0.06% +7,608 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: 2,451 shares; 2024Q4: 2,392 shares; 2025Q1: 2,445 shares; 2025Q2: 2,484 shares; 2025Q3: 2,490 shares; 2025Q4: 3,251 shares; 2026Q1: 3,327 shares; 2026Q2: 2,959 shares 2,959 $704K 0.06% -368 Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,700 shares; 2026Q1: 4,650 shares; 2026Q2: 4,633 shares 4,633 $695K 0.06% -17 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,405 shares; 2026Q2: 10,405 shares 10,405 $693K 0.06% 0 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,677 shares; 2026Q1: 16,677 shares; 2026Q2: 16,677 shares 16,677 $689K 0.05% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,003 shares; 2026Q1: 8,103 shares; 2026Q2: 7,325 shares 7,325 $686K 0.05% -778 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,472 shares; 2026Q2: 2,679 shares 2,679 $684K 0.05% +207 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares; 2026Q1: 873 shares; 2026Q2: 824 shares 824 $684K 0.05% -49 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: not reported; 2024Q4: 264 shares; 2025Q1: 344 shares; 2025Q2: 368 shares; 2025Q3: 412 shares; 2025Q4: 4,005 shares; 2026Q1: 8,367 shares; 2026Q2: 9,536 shares 9,536 $681K 0.05% +1,169 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; 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: 924 shares; 2026Q1: 1,602 shares; 2026Q2: 2,679 shares 2,679 $670K 0.05% +1,077 Timeline FHLC 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: 5,851 shares; 2025Q2: 5,441 shares; 2025Q3: 6,308 shares; 2025Q4: 5,733 shares; 2026Q1: 5,615 shares; 2026Q2: 8,667 shares 8,667 $670K 0.05% +3,052 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,552 shares; 2024Q4: 4,352 shares; 2025Q1: 4,786 shares; 2025Q2: 5,016 shares; 2025Q3: 4,827 shares; 2025Q4: 6,171 shares; 2026Q1: 6,145 shares; 2026Q2: 8,094 shares 8,094 $669K 0.05% +1,949 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,375 shares; 2024Q4: 15,871 shares; 2025Q1: 14,126 shares; 2025Q2: 12,087 shares; 2025Q3: 11,465 shares; 2025Q4: 8,002 shares; 2026Q1: 7,964 shares; 2026Q2: 13,084 shares 13,084 $668K 0.05% +5,120 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: 5,313 shares; 2024Q4: 7,310 shares; 2025Q1: 5,637 shares; 2025Q2: 5,195 shares; 2025Q3: 4,828 shares; 2025Q4: 3,586 shares; 2026Q1: 3,608 shares; 2026Q2: 3,472 shares 3,472 $666K 0.05% -136 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 669 shares; 2026Q2: 1,488 shares 1,488 $664K 0.05% +819 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,113 shares; 2025Q4: 8,963 shares; 2026Q1: 22,359 shares; 2026Q2: 26,194 shares 26,194 $662K 0.05% +3,835 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares; 2026Q2: 2,526 shares 2,526 $658K 0.05% +650 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,103 shares; 2024Q4: 21,704 shares; 2025Q1: 20,712 shares; 2025Q2: 21,958 shares; 2025Q3: 25,206 shares; 2025Q4: 19,114 shares; 2026Q1: 18,072 shares; 2026Q2: 18,052 shares 18,052 $655K 0.05% -20 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,560 shares; 2024Q4: 1,733 shares; 2025Q1: 1,809 shares; 2025Q2: 1,634 shares; 2025Q3: 1,717 shares; 2025Q4: 4,347 shares; 2026Q1: 4,385 shares; 2026Q2: 3,457 shares 3,457 $639K 0.05% -928 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: 9,743 shares; 2024Q4: 3,992 shares; 2025Q1: 2,909 shares; 2025Q2: 3,196 shares; 2025Q3: 3,192 shares; 2025Q4: 5,629 shares; 2026Q1: 7,509 shares; 2026Q2: 5,934 shares 5,934 $638K 0.05% -1,575 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,054 shares; 2024Q4: 3,890 shares; 2025Q1: 3,393 shares; 2025Q2: 3,357 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,834 shares 4,834 $636K 0.05% new Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: 5,544 shares; 2026Q2: 6,074 shares 6,074 $636K 0.05% +530 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,673 shares; 2025Q4: 13,492 shares; 2026Q1: 13,547 shares; 2026Q2: 26,616 shares 26,616 $630K 0.05% +13,069 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,019 shares; 2025Q4: 2,192 shares; 2026Q1: 3,718 shares; 2026Q2: 3,263 shares 3,263 $622K 0.05% -455 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,782 shares; 2025Q3: 6,975 shares; 2025Q4: 15,079 shares; 2026Q1: 10,138 shares; 2026Q2: 10,200 shares 10,200 $620K 0.05% +62 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,400 shares; 2026Q2: 15,400 shares 15,400 $620K 0.05% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,530 shares; 2026Q2: 8,512 shares 8,512 $615K 0.05% +3,982 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares; 2026Q2: 997 shares 997 $615K 0.05% +331 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,096 shares; 2024Q4: 52,096 shares; 2025Q1: 52,096 shares; 2025Q2: 52,096 shares; 2025Q3: 52,096 shares; 2025Q4: 52,096 shares; 2026Q1: 52,096 shares; 2026Q2: 52,096 shares 52,096 $612K 0.05% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,311 shares; 2025Q4: 1,956 shares; 2026Q1: 2,850 shares; 2026Q2: 3,214 shares 3,214 $610K 0.05% +364 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,024 shares; 2026Q1: 9,154 shares; 2026Q2: 6,138 shares 6,138 $609K 0.05% -3,016 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,345 shares; 2025Q4: 2,267 shares; 2026Q1: 5,166 shares; 2026Q2: 5,775 shares 5,775 $607K 0.05% +609 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: 6,097 shares; 2024Q4: 7,900 shares; 2025Q1: 7,771 shares; 2025Q2: 7,136 shares; 2025Q3: 7,047 shares; 2025Q4: 9,632 shares; 2026Q1: 10,538 shares; 2026Q2: 10,729 shares 10,729 $606K 0.05% +191 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: 1,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares; 2026Q1: 4,000 shares; 2026Q2: 4,607 shares 4,607 $602K 0.05% +607 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE 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: 14,051 shares; 2026Q1: 1,901 shares; 2026Q2: 1,801 shares 1,801 $600K 0.05% -100 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,593 shares 3,593 $599K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,558 shares; 2025Q4: 19,892 shares; 2026Q1: 21,615 shares; 2026Q2: 2,450 shares 2,450 $594K 0.05% -19,165 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,019 shares; 2024Q4: 4,948 shares; 2025Q1: 5,072 shares; 2025Q2: 5,157 shares; 2025Q3: 5,850 shares; 2025Q4: 7,258 shares; 2026Q1: 7,185 shares; 2026Q2: 6,507 shares 6,507 $589K 0.05% -678 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA 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: 3,003 shares; 2026Q1: 3,278 shares; 2026Q2: 3,331 shares 3,331 $586K 0.05% +53 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,177 shares; 2026Q2: 5,319 shares 5,319 $584K 0.05% +142 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: not reported; 2026Q1: 1,852 shares; 2026Q2: 2,638 shares 2,638 $571K 0.05% +786 Timeline VNLA 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: 22,270 shares; 2024Q4: 18,641 shares; 2025Q1: 17,604 shares; 2025Q2: 27,771 shares; 2025Q3: 24,632 shares; 2025Q4: 24,212 shares; 2026Q1: 23,117 shares; 2026Q2: 11,660 shares 11,660 $570K 0.05% -11,457 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,061 shares; 2025Q3: 8,969 shares; 2025Q4: 8,710 shares; 2026Q1: 9,267 shares; 2026Q2: 9,257 shares 9,257 $569K 0.05% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,890 shares; 2026Q1: 4,543 shares; 2026Q2: 7,233 shares 7,233 $566K 0.05% +2,690 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares; 2026Q2: 740 shares 740 $565K 0.05% +134 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 1,071 shares; 2026Q2: 1,419 shares 1,419 $564K 0.05% +348 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: 78 shares; 2024Q4: 59 shares; 2025Q1: 70 shares; 2025Q2: 67 shares; 2025Q3: 75 shares; 2025Q4: 126 shares; 2026Q1: 186 shares; 2026Q2: 3,161 shares 3,161 $563K 0.04% +2,975 Timeline BSCQ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,785 shares; 2026Q1: 28,785 shares; 2026Q2: 28,785 shares 28,785 $562K 0.04% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 375 shares; 2026Q2: 535 shares 535 $558K 0.04% +160 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,452 shares; 2026Q1: 4,740 shares; 2026Q2: 4,745 shares 4,745 $558K 0.04% +5 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: 1,515 shares; 2024Q4: 1,465 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,424 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares; 2026Q2: 6,306 shares 6,306 $554K 0.04% +4,958 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,710 shares; 2026Q1: 11,710 shares; 2026Q2: 10,558 shares 10,558 $553K 0.04% -1,152 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: not reported; 2024Q4: not reported; 2025Q1: 423 shares; 2025Q2: 437 shares; 2025Q3: 492 shares; 2025Q4: 472 shares; 2026Q1: 1,950 shares; 2026Q2: 1,358 shares 1,358 $553K 0.04% -592 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 15,909 shares; 2026Q1: 15,909 shares; 2026Q2: 15,909 shares 15,909 $550K 0.04% 0 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: 3,995 shares; 2024Q4: 3,853 shares; 2025Q1: 3,888 shares; 2025Q2: 3,743 shares; 2025Q3: 3,356 shares; 2025Q4: 4,270 shares; 2026Q1: 5,567 shares; 2026Q2: 5,708 shares 5,708 $549K 0.04% +141 Timeline FTEC 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: 2,235 shares; 2025Q3: 2,731 shares; 2025Q4: 1,806 shares; 2026Q1: 1,838 shares; 2026Q2: 1,918 shares 1,918 $548K 0.04% +80 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,016 shares; 2025Q3: 4,045 shares; 2025Q4: 5,584 shares; 2026Q1: 7,059 shares; 2026Q2: 5,507 shares 5,507 $547K 0.04% -1,552 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: 955 shares; 2024Q4: 955 shares; 2025Q1: not reported; 2025Q2: 1,677 shares; 2025Q3: 1,674 shares; 2025Q4: 1,627 shares; 2026Q1: 1,877 shares; 2026Q2: 1,875 shares 1,875 $545K 0.04% -2 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,472 shares; 2025Q2: 2,568 shares; 2025Q3: 2,554 shares; 2025Q4: 4,105 shares; 2026Q1: 4,215 shares; 2026Q2: 3,740 shares 3,740 $541K 0.04% -475 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS 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: 38,800 shares; 2026Q1: 10,825 shares; 2026Q2: 10,828 shares 10,828 $540K 0.04% +3 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: 3,928 shares; 2024Q4: 3,620 shares; 2025Q1: 3,566 shares; 2025Q2: 3,277 shares; 2025Q3: 3,290 shares; 2025Q4: 3,835 shares; 2026Q1: 3,663 shares; 2026Q2: 3,773 shares 3,773 $540K 0.04% +110 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,238 shares; 2025Q4: 2,255 shares; 2026Q1: 2,331 shares; 2026Q2: 2,353 shares 2,353 $534K 0.04% +22 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 507 shares; 2026Q1: 732 shares; 2026Q2: 818 shares 818 $527K 0.04% +86 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,374 shares; 2024Q4: 9,330 shares; 2025Q1: 9,235 shares; 2025Q2: 9,406 shares; 2025Q3: 9,458 shares; 2025Q4: 9,543 shares; 2026Q1: 10,880 shares; 2026Q2: 11,078 shares 11,078 $516K 0.04% +198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,805 shares; 2026Q1: 2,918 shares; 2026Q2: 3,167 shares 3,167 $516K 0.04% +249 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 3,121 shares; 2026Q1: 4,121 shares; 2026Q2: 4,195 shares 4,195 $516K 0.04% +74 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,248 shares 2,248 $514K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 861 shares; 2026Q2: 987 shares 987 $512K 0.04% +126 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: 15,109 shares; 2024Q4: 13,127 shares; 2025Q1: 12,395 shares; 2025Q2: 13,926 shares; 2025Q3: 14,402 shares; 2025Q4: 15,902 shares; 2026Q1: 24,210 shares; 2026Q2: 24,667 shares 24,667 $511K 0.04% +457 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,638 shares; 2026Q1: 7,177 shares; 2026Q2: 8,215 shares 8,215 $510K 0.04% +1,038 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS 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: 46,300 shares; 2026Q1: 15,630 shares; 2026Q2: 15,624 shares 15,624 $508K 0.04% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 572 shares; 2026Q2: 590 shares 590 $506K 0.04% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,894 shares; 2026Q1: 5,295 shares; 2026Q2: 4,466 shares 4,466 $499K 0.04% -829 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,094 shares; 2026Q1: 3,602 shares; 2026Q2: 5,625 shares 5,625 $499K 0.04% +2,023 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 7,906 shares; 2026Q1: 6,984 shares; 2026Q2: 14,293 shares 14,293 $497K 0.04% +7,309 Timeline XYZ BLOCK INC More: the full row for BLOCK 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: 6,512 shares 6,512 $495K 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,444 shares; 2026Q1: 8,053 shares; 2026Q2: 8,177 shares 8,177 $494K 0.04% +124 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,010 shares; 2026Q2: 11,915 shares 11,915 $492K 0.04% +2,905 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,871 shares; 2026Q2: 4,853 shares 4,853 $490K 0.04% -18 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,762 shares; 2024Q4: 2,419 shares; 2025Q1: 2,277 shares; 2025Q2: 2,381 shares; 2025Q3: 2,409 shares; 2025Q4: 2,653 shares; 2026Q1: 3,027 shares; 2026Q2: 3,865 shares 3,865 $489K 0.04% +838 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: 4,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,352 shares; 2026Q1: 17,131 shares; 2026Q2: 17,526 shares 17,526 $485K 0.04% +395 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 31,676 shares; 2026Q2: 35,825 shares 35,825 $482K 0.04% +4,149 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,495 shares; 2026Q1: 3,645 shares; 2026Q2: 3,645 shares 3,645 $482K 0.04% 0 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,047 shares; 2024Q4: 24,047 shares; 2025Q1: 24,047 shares; 2025Q2: 24,047 shares; 2025Q3: 15,924 shares; 2025Q4: 15,924 shares; 2026Q1: 15,924 shares; 2026Q2: 12,649 shares 12,649 $481K 0.04% -3,275 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,354 shares; 2026Q1: 13,010 shares; 2026Q2: 13,010 shares 13,010 $481K 0.04% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares; 2026Q2: 1,961 shares 1,961 $481K 0.04% +918 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS 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: 285,682 shares; 2026Q1: 50,749 shares; 2026Q2: 50,754 shares 50,754 $480K 0.04% +5 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 7,206 shares; 2025Q1: 5,342 shares; 2025Q2: 5,355 shares; 2025Q3: 4,906 shares; 2025Q4: 6,922 shares; 2026Q1: 4,524 shares; 2026Q2: 4,470 shares 4,470 $475K 0.04% -54 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,690 shares; 2026Q2: 3,409 shares 3,409 $474K 0.04% +1,719 Timeline IBHH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,926 shares; 2024Q4: 20,926 shares; 2025Q1: 20,926 shares; 2025Q2: 18,792 shares; 2025Q3: 18,792 shares; 2025Q4: 18,792 shares; 2026Q1: 24,061 shares; 2026Q2: 20,073 shares 20,073 $472K 0.04% -3,988 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP 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: 11,948 shares; 2026Q1: 11,948 shares; 2026Q2: 11,948 shares 11,948 $472K 0.04% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares; 2026Q1: 1,974 shares; 2026Q2: 2,211 shares 2,211 $471K 0.04% +237 Timeline USD 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: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 4,600 shares; 2026Q2: 4,500 shares 4,500 $469K 0.04% -100 Timeline NTRA NATERA INC More: the full row for NATERA 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: 1,799 shares; 2026Q1: 2,005 shares; 2026Q2: 1,705 shares 1,705 $463K 0.04% -300 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $462K 0.04% new Timeline ILF 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: 21,909 shares; 2025Q2: 12,435 shares; 2025Q3: 12,433 shares; 2025Q4: 15,425 shares; 2026Q1: 15,077 shares; 2026Q2: 13,647 shares 13,647 $461K 0.04% -1,430 Timeline IBDR 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: 18,253 shares; 2026Q1: 22,172 shares; 2026Q2: 18,957 shares 18,957 $459K 0.04% -3,215 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 20,168 shares; 2024Q4: 5,583 shares; 2025Q1: 5,538 shares; 2025Q2: 5,481 shares; 2025Q3: 5,392 shares; 2025Q4: 5,334 shares; 2026Q1: 5,301 shares; 2026Q2: 5,518 shares 5,518 $458K 0.04% +217 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares; 2026Q2: 1,443 shares 1,443 $457K 0.04% +150 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: 789 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 2,047 shares; 2026Q1: 2,524 shares; 2026Q2: 1,290 shares 1,290 $457K 0.04% -1,234 Timeline NVR NVR INC More: the full row for NVR 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: 46 shares; 2026Q1: 45 shares; 2026Q2: 67 shares 67 $456K 0.04% +22 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,339 shares; 2026Q1: 4,197 shares; 2026Q2: 4,064 shares 4,064 $456K 0.04% -133 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,265 shares; 2026Q2: 4,942 shares 4,942 $454K 0.04% -323 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,302 shares; 2026Q1: 5,010 shares; 2026Q2: 5,868 shares 5,868 $452K 0.04% +858 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,932 shares; 2026Q2: 6,154 shares 6,154 $451K 0.04% +1,222 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,931 shares; 2026Q1: 3,191 shares; 2026Q2: 3,324 shares 3,324 $450K 0.04% +133 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,770 shares; 2026Q2: 3,047 shares 3,047 $445K 0.04% +277 Timeline VOX 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: 5,205 shares; 2024Q4: 5,052 shares; 2025Q1: 1,832 shares; 2025Q2: 4,414 shares; 2025Q3: 3,058 shares; 2025Q4: 2,237 shares; 2026Q1: 2,392 shares; 2026Q2: 2,415 shares 2,415 $444K 0.04% +23 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 281 shares; 2025Q4: 288 shares; 2026Q1: 352 shares; 2026Q2: 453 shares 453 $443K 0.04% +101 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 8,725 shares; 2026Q1: 8,297 shares; 2026Q2: 8,139 shares 8,139 $443K 0.04% -158 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: 18,724 shares; 2024Q4: 4,081 shares; 2025Q1: 4,081 shares; 2025Q2: 5,256 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares; 2026Q1: 4,662 shares; 2026Q2: 5,004 shares 5,004 $440K 0.04% +342 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,412 shares; 2026Q2: 2,576 shares 2,576 $437K 0.03% +164 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,149 shares; 2026Q1: 9,117 shares; 2026Q2: 8,036 shares 8,036 $436K 0.03% -1,081 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 953 shares; 2026Q2: 1,094 shares 1,094 $434K 0.03% +141 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,701 shares; 2026Q1: 7,472 shares; 2026Q2: 8,491 shares 8,491 $433K 0.03% +1,019 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 248 shares; 2025Q3: 240 shares; 2025Q4: 273 shares; 2026Q1: 334 shares; 2026Q2: 448 shares 448 $431K 0.03% +114 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,482 shares; 2024Q4: 13,140 shares; 2025Q1: 21,956 shares; 2025Q2: 21,670 shares; 2025Q3: 18,762 shares; 2025Q4: 18,728 shares; 2026Q1: 18,704 shares; 2026Q2: 18,593 shares 18,593 $430K 0.03% -111 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,168 shares; 2024Q4: 24,186 shares; 2025Q1: 26,049 shares; 2025Q2: 26,056 shares; 2025Q3: 26,056 shares; 2025Q4: 26,699 shares; 2026Q1: 31,463 shares; 2026Q2: 18,966 shares 18,966 $430K 0.03% -12,497 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares; 2026Q2: 1,292 shares 1,292 $427K 0.03% -113 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,237 shares; 2026Q1: 4,506 shares; 2026Q2: 3,685 shares 3,685 $424K 0.03% -821 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,513 shares; 2024Q4: 1,548 shares; 2025Q1: 1,574 shares; 2025Q2: 1,637 shares; 2025Q3: 1,659 shares; 2025Q4: 1,652 shares; 2026Q1: 2,550 shares; 2026Q2: 1,887 shares 1,887 $423K 0.03% -663 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: 2,899 shares; 2024Q4: 2,639 shares; 2025Q1: 2,810 shares; 2025Q2: 2,413 shares; 2025Q3: not reported; 2025Q4: 3,475 shares; 2026Q1: 5,022 shares; 2026Q2: 4,126 shares 4,126 $422K 0.03% -896 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,081 shares; 2026Q2: 14,924 shares 14,924 $421K 0.03% +7,843 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,393 shares 1,393 $420K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,844 shares; 2026Q1: 15,720 shares; 2026Q2: 9,404 shares 9,404 $418K 0.03% -6,316 Timeline IBDS 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: 13,547 shares; 2026Q1: 18,691 shares; 2026Q2: 17,236 shares 17,236 $417K 0.03% -1,455 Timeline FISV FISERV INC More: the full row for FISERV 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: 12,391 shares; 2026Q2: 8,490 shares 8,490 $416K 0.03% -3,901 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,774 shares; 2025Q3: 2,567 shares; 2025Q4: 4,515 shares; 2026Q1: 5,476 shares; 2026Q2: 3,521 shares 3,521 $411K 0.03% -1,955 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,730 shares; 2026Q1: 16,850 shares; 2026Q2: 19,253 shares 19,253 $410K 0.03% +2,403 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE 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: 4,392 shares; 2026Q1: 4,079 shares; 2026Q2: 4,075 shares 4,075 $409K 0.03% -4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,582 shares; 2025Q3: 10,671 shares; 2025Q4: 4,998 shares; 2026Q1: 33,304 shares; 2026Q2: 8,072 shares 8,072 $408K 0.03% -25,232 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,865 shares; 2024Q4: 15,476 shares; 2025Q1: 12,140 shares; 2025Q2: 11,120 shares; 2025Q3: 10,534 shares; 2025Q4: 8,546 shares; 2026Q1: 8,894 shares; 2026Q2: 8,257 shares 8,257 $408K 0.03% -637 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,131 shares 4,131 $406K 0.03% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,798 shares; 2026Q1: 7,081 shares; 2026Q2: 7,126 shares 7,126 $405K 0.03% +45 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER 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: 206,432 shares; 2026Q1: 48,932 shares; 2026Q2: 48,932 shares 48,932 $405K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 1,451 shares; 2026Q2: 948 shares 948 $404K 0.03% -503 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 1,306 shares; 2026Q1: 1,018 shares; 2026Q2: 1,598 shares 1,598 $402K 0.03% +580 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares; 2026Q1: 3,047 shares; 2026Q2: 3,256 shares 3,256 $402K 0.03% +209 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,527 shares; 2026Q1: 6,458 shares; 2026Q2: 5,739 shares 5,739 $402K 0.03% -719 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,900 shares 8,900 $401K 0.03% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,142 shares; 2026Q1: 1,667 shares; 2026Q2: 1,565 shares 1,565 $400K 0.03% -102 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,504 shares; 2026Q1: 5,085 shares; 2026Q2: 5,124 shares 5,124 $399K 0.03% +39 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares; 2026Q1: 613 shares; 2026Q2: 799 shares 799 $397K 0.03% +186 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares; 2026Q2: 199 shares 199 $396K 0.03% 0 Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; 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: 52,854 shares; 2026Q1: 14,854 shares; 2026Q2: 14,854 shares 14,854 $395K 0.03% 0 Timeline ENFR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,141 shares; 2026Q2: 10,240 shares 10,240 $390K 0.03% +99 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,042 shares 4,042 $386K 0.03% new Timeline ITT ITT INC More: the full row for ITT 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: 1,347 shares; 2026Q1: 2,610 shares; 2026Q2: 1,945 shares 1,945 $385K 0.03% -665 Timeline KMX CARMAX INC More: the full row for CARMAX 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: 6,919 shares; 2026Q2: 7,259 shares 7,259 $384K 0.03% +340 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 860 shares; 2026Q2: 1,022 shares 1,022 $384K 0.03% +162 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,648 shares; 2026Q2: 1,981 shares 1,981 $383K 0.03% -667 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,506 shares; 2026Q1: 1,611 shares; 2026Q2: 1,703 shares 1,703 $382K 0.03% +92 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,330 shares; 2026Q2: 3,022 shares 3,022 $382K 0.03% +692 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,592 shares; 2026Q1: 5,317 shares; 2026Q2: 5,220 shares 5,220 $381K 0.03% -97 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS 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: 522,967 shares; 2026Q1: 122,967 shares; 2026Q2: 121,965 shares 121,965 $381K 0.03% -1,002 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 895 shares; 2026Q2: 1,119 shares 1,119 $378K 0.03% +224 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,381 shares; 2026Q2: 1,401 shares 1,401 $375K 0.03% +20 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,762 shares; 2026Q1: 8,182 shares; 2026Q2: 6,528 shares 6,528 $374K 0.03% -1,654 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,864 shares; 2026Q2: 2,141 shares 2,141 $372K 0.03% +277 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,244 shares; 2026Q2: 4,071 shares 4,071 $371K 0.03% -173 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: 15,299 shares; 2024Q4: 29,005 shares; 2025Q1: 32,867 shares; 2025Q2: 24,779 shares; 2025Q3: 24,049 shares; 2025Q4: 2,300 shares; 2026Q1: 1,485 shares; 2026Q2: 1,470 shares 1,470 $371K 0.03% -15 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 5,610 shares; 2026Q1: 5,602 shares; 2026Q2: 5,566 shares 5,566 $370K 0.03% -36 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 380 shares; 2026Q1: 489 shares; 2026Q2: 483 shares 483 $366K 0.03% -6 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 784 shares; 2024Q4: 5,381 shares; 2025Q1: 6,042 shares; 2025Q2: 7,973 shares; 2025Q3: 8,142 shares; 2025Q4: 7,572 shares; 2026Q1: 7,759 shares; 2026Q2: 3,786 shares 3,786 $365K 0.03% -3,973 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,119 shares; 2026Q1: 4,251 shares; 2026Q2: 4,214 shares 4,214 $364K 0.03% -37 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,582 shares; 2026Q2: 7,649 shares 7,649 $364K 0.03% +67 Timeline MUX MCEWEN INC. More: the full row for MCEWEN 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: 89,470 shares; 2026Q1: 20,870 shares; 2026Q2: 19,878 shares 19,878 $360K 0.03% -992 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,553 shares; 2026Q2: 1,738 shares 1,738 $359K 0.03% +185 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,957 shares; 2026Q1: 2,626 shares; 2026Q2: 2,130 shares 2,130 $359K 0.03% -496 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,405 shares; 2026Q1: 9,405 shares; 2026Q2: 9,405 shares 9,405 $358K 0.03% 0 Timeline FLGB 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: 26,923 shares; 2024Q4: 18,491 shares; 2025Q1: 18,374 shares; 2025Q2: 18,127 shares; 2025Q3: 17,499 shares; 2025Q4: 17,300 shares; 2026Q1: 16,747 shares; 2026Q2: 10,139 shares 10,139 $358K 0.03% -6,608 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares; 2026Q2: 1,081 shares 1,081 $357K 0.03% +297 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,529 shares; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 782 shares; 2026Q2: 854 shares 854 $355K 0.03% +72 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; 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: 717 shares; 2026Q1: 1,161 shares; 2026Q2: 569 shares 569 $355K 0.03% -592 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,414 shares; 2026Q1: 9,134 shares; 2026Q2: 9,305 shares 9,305 $354K 0.03% +171 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,735 shares; 2026Q2: 3,099 shares 3,099 $354K 0.03% +364 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 8,349 shares; 2025Q1: 8,349 shares; 2025Q2: 9,515 shares; 2025Q3: 10,949 shares; 2025Q4: 22,471 shares; 2026Q1: 18,653 shares; 2026Q2: 10,619 shares 10,619 $354K 0.03% -8,034 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,190 shares; 2026Q1: 1,051 shares; 2026Q2: 1,617 shares 1,617 $353K 0.03% +566 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN 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: 7,912 shares 7,912 $351K 0.03% new Timeline GROZ ZACKS TRUST More: the full row for ZACKS 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: 11,028 shares 11,028 $350K 0.03% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,183 shares 1,183 $350K 0.03% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,501 shares; 2026Q1: 4,395 shares; 2026Q2: 2,101 shares 2,101 $350K 0.03% -2,294 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,514 shares; 2026Q1: 10,523 shares; 2026Q2: 10,523 shares 10,523 $349K 0.03% 0 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,100 shares; 2026Q1: 32,285 shares; 2026Q2: 30,548 shares 30,548 $348K 0.03% -1,737 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,043 shares; 2024Q4: 1,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121 shares; 2025Q4: 2,613 shares; 2026Q1: 1,515 shares; 2026Q2: 1,799 shares 1,799 $348K 0.03% +284 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,316 shares 4,316 $346K 0.03% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 682 shares; 2025Q4: 702 shares; 2026Q1: 703 shares; 2026Q2: 699 shares 699 $346K 0.03% -4 Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 692 shares; 2026Q2: 1,007 shares 1,007 $344K 0.03% +315 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,158 shares 2,158 $343K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 432 shares; 2026Q1: 468 shares; 2026Q2: 681 shares 681 $341K 0.03% +213 Timeline EZPW EZCORP INC More: the full row for EZCORP 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: 80,400 shares; 2026Q1: 10,439 shares; 2026Q2: 9,839 shares 9,839 $340K 0.03% -600 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,617 shares 2,617 $340K 0.03% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,010 shares 1,010 $339K 0.03% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 1,512 shares; 2026Q1: 1,720 shares; 2026Q2: 1,699 shares 1,699 $339K 0.03% -21 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 304 shares; 2026Q1: 1,303 shares; 2026Q2: 1,295 shares 1,295 $338K 0.03% -8 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,818 shares; 2026Q1: 7,733 shares; 2026Q2: 6,682 shares 6,682 $334K 0.03% -1,051 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,935 shares 1,935 $333K 0.03% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,827 shares; 2026Q1: 2,978 shares; 2026Q2: 2,927 shares 2,927 $332K 0.03% -51 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,795 shares 2,795 $326K 0.03% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,720 shares; 2024Q4: 8,386 shares; 2025Q1: 8,386 shares; 2025Q2: 8,386 shares; 2025Q3: 8,386 shares; 2025Q4: 8,386 shares; 2026Q1: 8,386 shares; 2026Q2: 8,386 shares 8,386 $324K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 5,778 shares; 2026Q2: 6,642 shares 6,642 $323K 0.03% +864 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; 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: 507 shares; 2026Q2: 700 shares 700 $321K 0.03% +193 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,011 shares; 2026Q1: 4,654 shares; 2026Q2: 3,495 shares 3,495 $321K 0.03% -1,159 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 931 shares; 2026Q2: 1,173 shares 1,173 $319K 0.03% +242 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; 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: 1,158 shares; 2026Q1: 1,172 shares; 2026Q2: 1,181 shares 1,181 $318K 0.03% +9 Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares; 2026Q2: 6,000 shares 6,000 $318K 0.03% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,775 shares; 2026Q2: 3,604 shares 3,604 $316K 0.03% +829 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,613 shares; 2025Q3: 10,695 shares; 2025Q4: 10,814 shares; 2026Q1: 10,891 shares; 2026Q2: 11,854 shares 11,854 $314K 0.03% +963 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,252 shares; 2026Q2: 1,297 shares 1,297 $314K 0.03% +45 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,103 shares; 2025Q4: 13,271 shares; 2026Q1: 11,441 shares; 2026Q2: 9,797 shares 9,797 $313K 0.03% -1,644 Timeline MSCI MSCI INC More: the full row for MSCI 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: 471 shares; 2026Q2: 559 shares 559 $313K 0.02% +88 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION 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: 825 shares 825 $312K 0.02% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 710 shares; 2026Q1: 1,661 shares; 2026Q2: 1,706 shares 1,706 $311K 0.02% +45 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 1,486 shares; 2025Q4: not reported; 2026Q1: 3,582 shares; 2026Q2: 5,720 shares 5,720 $311K 0.02% +2,138 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,004 shares; 2026Q1: 3,895 shares; 2026Q2: 3,492 shares 3,492 $310K 0.02% -403 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 684 shares 684 $310K 0.02% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 223 shares 223 $308K 0.02% new 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: not reported; 2025Q4: not reported; 2026Q1: 638 shares; 2026Q2: 628 shares 628 $308K 0.02% -10 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $308K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,341 shares 1,341 $308K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,013 shares 2,013 $307K 0.02% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,156 shares 2,156 $307K 0.02% new 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: 985 shares; 2024Q4: 1,056 shares; 2025Q1: 1,703 shares; 2025Q2: 1,568 shares; 2025Q3: 1,728 shares; 2025Q4: 1,936 shares; 2026Q1: 3,714 shares; 2026Q2: 1,950 shares 1,950 $305K 0.02% -1,764 Timeline AA ALCOA CORP More: the full row for ALCOA 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: 4,207 shares; 2026Q1: 7,004 shares; 2026Q2: 5,851 shares 5,851 $305K 0.02% -1,153 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,375 shares 1,375 $304K 0.02% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,360 shares; 2026Q1: 6,360 shares; 2026Q2: 6,360 shares 6,360 $304K 0.02% 0 Timeline IT GARTNER INC More: the full row for GARTNER 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: 1,317 shares; 2026Q1: 1,711 shares; 2026Q2: 2,339 shares 2,339 $303K 0.02% +628 Timeline BSCV 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,484 shares; 2026Q1: 18,484 shares; 2026Q2: 18,484 shares 18,484 $303K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 616 shares 616 $303K 0.02% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL 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: 6,700 shares; 2026Q1: 8,483 shares; 2026Q2: 5,260 shares 5,260 $301K 0.02% -3,223 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,433 shares; 2026Q2: 1,522 shares 1,522 $300K 0.02% +89 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,279 shares; 2024Q4: 32,575 shares; 2025Q1: 22,086 shares; 2025Q2: 20,537 shares; 2025Q3: 19,638 shares; 2025Q4: 14,842 shares; 2026Q1: 14,895 shares; 2026Q2: 14,505 shares 14,505 $297K 0.02% -390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 685 shares 685 $296K 0.02% new Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; 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: 166,300 shares; 2026Q1: 20,600 shares; 2026Q2: 20,600 shares 20,600 $294K 0.02% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,191 shares; 2024Q4: 88,323 shares; 2025Q1: 75,227 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,848 shares 2,848 $291K 0.02% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,912 shares; 2025Q3: 2,944 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,833 shares 2,833 $289K 0.02% new Timeline IBDT 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: 11,390 shares; 2026Q2: 11,390 shares 11,390 $288K 0.02% 0 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,166 shares; 2026Q1: 15,067 shares; 2026Q2: 14,258 shares 14,258 $287K 0.02% -809 Timeline BSJQ 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,475 shares; 2026Q1: 12,475 shares; 2026Q2: 12,475 shares 12,475 $286K 0.02% 0 Timeline ORN ORION GROUP HLDGS INC More: the full row for ORION GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,600 shares; 2026Q1: 17,600 shares; 2026Q2: 16,921 shares 16,921 $285K 0.02% -679 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL 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: 138,500 shares; 2026Q1: 17,715 shares; 2026Q2: 17,803 shares 17,803 $283K 0.02% +88 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 10,082 shares; 2026Q2: 11,942 shares 11,942 $283K 0.02% +1,860 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,070 shares 6,070 $282K 0.02% new Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,558 shares 6,558 $282K 0.02% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,128 shares; 2026Q2: 2,233 shares 2,233 $282K 0.02% +105 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,682 shares 1,682 $282K 0.02% new Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 9,741 shares 9,741 $278K 0.02% new 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: 1,288 shares; 2024Q4: 1,299 shares; 2025Q1: 1,320 shares; 2025Q2: 1,472 shares; 2025Q3: 1,373 shares; 2025Q4: 1,468 shares; 2026Q1: 984 shares; 2026Q2: 1,008 shares 1,008 $278K 0.02% +24 Timeline