IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 107,164 shares; 2024Q2: 116,592 shares; 2024Q3: 268,936 shares; 2024Q4: 58,620 shares; 2025Q1: 224,883 shares; 2025Q2: 379,915 shares; 2025Q3: 305,581 shares; 2025Q4: 357,771 shares 357,771 $24M 6.39% +52,190 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 68,869 shares; 2024Q2: 54,546 shares; 2024Q3: 66,436 shares; 2024Q4: 642,974 shares; 2025Q1: 636,984 shares; 2025Q2: 631,697 shares; 2025Q3: 631,219 shares; 2025Q4: 637,496 shares 637,496 $21.8M 5.8% +6,277 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; 2024Q1: 128,837 shares; 2024Q2: 136,810 shares; 2024Q3: 133,942 shares; 2024Q4: 730,735 shares; 2025Q1: 509,920 shares; 2025Q2: 654,286 shares; 2025Q3: 614,977 shares; 2025Q4: 668,849 shares 668,849 $21.8M 5.79% +53,872 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 50,846 shares; 2024Q2: 48,070 shares; 2024Q3: 34,696 shares; 2024Q4: 60,108 shares; 2025Q1: 27,131 shares; 2025Q2: 55,177 shares; 2025Q3: 47,182 shares; 2025Q4: 55,087 shares 55,087 $13.9M 3.7% +7,905 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 158,506 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 120,562 shares; 2025Q2: 120,562 shares; 2025Q3: 120,562 shares; 2025Q4: 120,562 shares 120,562 $13.7M 3.64% 0 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; 2024Q1: 87,756 shares; 2024Q2: 71,354 shares; 2024Q3: 79,465 shares; 2024Q4: 73,937 shares; 2025Q1: 70,700 shares; 2025Q2: 38,333 shares; 2025Q3: 53,237 shares; 2025Q4: 61,783 shares 61,783 $13.6M 3.61% +8,546 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; 2024Q1: 37,343 shares; 2024Q2: 36,856 shares; 2024Q3: 38,108 shares; 2024Q4: 37,084 shares; 2025Q1: 36,269 shares; 2025Q2: 36,546 shares; 2025Q3: 35,210 shares; 2025Q4: 71,221 shares 71,221 $10.3M 2.72% +36,011 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,188 shares; 2024Q2: 23,878 shares; 2024Q3: 26,933 shares; 2024Q4: 29,260 shares; 2025Q1: 33,723 shares; 2025Q2: 34,429 shares; 2025Q3: 33,691 shares; 2025Q4: 32,725 shares 32,725 $8.9M 2.36% -966 Timeline BSJR 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; 2024Q1: 136,752 shares; 2024Q2: 146,611 shares; 2024Q3: 169,615 shares; 2024Q4: 218,931 shares; 2025Q1: 276,002 shares; 2025Q2: 283,528 shares; 2025Q3: 310,111 shares; 2025Q4: 338,307 shares 338,307 $7.65M 2.03% +28,196 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 87,798 shares; 2024Q2: 125,581 shares; 2024Q3: 111,385 shares; 2024Q4: 2,954 shares; 2025Q1: 115,815 shares; 2025Q2: 119,978 shares; 2025Q3: 88,644 shares; 2025Q4: 84,919 shares 84,919 $7.6M 2.02% -3,725 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; 2024Q1: 13,409 shares; 2024Q2: 13,019 shares; 2024Q3: 12,790 shares; 2024Q4: 12,446 shares; 2025Q1: 12,316 shares; 2025Q2: 12,184 shares; 2025Q3: 12,136 shares; 2025Q4: 11,965 shares 11,965 $7.35M 1.95% -171 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 57,385 shares; 2024Q2: 58,838 shares; 2024Q3: 51,922 shares; 2024Q4: 23,881 shares; 2025Q1: 66,346 shares; 2025Q2: 35,122 shares; 2025Q3: 68,308 shares; 2025Q4: 72,722 shares 72,722 $7M 1.86% +4,414 Timeline BSJS 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; 2024Q1: 25,357 shares; 2024Q2: 39,892 shares; 2024Q3: 48,628 shares; 2024Q4: 194,875 shares; 2025Q1: 201,371 shares; 2025Q2: 199,085 shares; 2025Q3: 218,503 shares; 2025Q4: 312,794 shares 312,794 $6.88M 1.83% +94,291 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,929 shares; 2024Q2: not reported; 2024Q3: 20,103 shares; 2024Q4: not reported; 2025Q1: 60,933 shares; 2025Q2: 21,691 shares; 2025Q3: 2,342 shares; 2025Q4: 74,355 shares 74,355 $6.48M 1.72% +72,013 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 36,818 shares; 2024Q2: 54,400 shares; 2024Q3: 56,481 shares; 2024Q4: 207,340 shares; 2025Q1: 216,412 shares; 2025Q2: 226,591 shares; 2025Q3: 218,699 shares; 2025Q4: 222,178 shares 222,178 $6.09M 1.62% +3,479 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,856 shares; 2024Q2: 33,882 shares; 2024Q3: 38,912 shares; 2024Q4: 33,940 shares; 2025Q1: 54,163 shares; 2025Q2: 56,321 shares; 2025Q3: 54,369 shares; 2025Q4: 57,146 shares 57,146 $5.49M 1.46% +2,777 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; 2024Q1: 157,432 shares; 2024Q2: 164,921 shares; 2024Q3: 178,383 shares; 2024Q4: 189,998 shares; 2025Q1: 210,225 shares; 2025Q2: 220,261 shares; 2025Q3: 247,282 shares; 2025Q4: 215,408 shares 215,408 $5.03M 1.33% -31,874 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 123,836 shares; 2025Q2: 138,506 shares; 2025Q3: 137,488 shares; 2025Q4: 140,149 shares 140,149 $4.95M 1.31% +2,661 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 71,397 shares; 2024Q2: 45,793 shares; 2024Q3: 74,661 shares; 2024Q4: 57,352 shares; 2025Q1: 51,715 shares; 2025Q2: not reported; 2025Q3: 29,568 shares; 2025Q4: 44,340 shares 44,340 $4.55M 1.21% +14,772 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,569 shares; 2024Q2: 23,522 shares; 2024Q3: 23,876 shares; 2024Q4: 24,834 shares; 2025Q1: 24,850 shares; 2025Q2: 24,502 shares; 2025Q3: 23,818 shares; 2025Q4: 23,669 shares 23,669 $4.2M 1.11% -149 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 342 shares; 2024Q2: 5,257 shares; 2024Q3: 10,952 shares; 2024Q4: 14,500 shares; 2025Q1: 19,591 shares; 2025Q2: 19,188 shares; 2025Q3: 20,158 shares; 2025Q4: 22,025 shares 22,025 $4.11M 1.09% +1,867 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,514 shares; 2025Q4: 67,888 shares 67,888 $3.99M 1.06% +35,374 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,482 shares; 2024Q2: 3,920 shares; 2024Q3: 5,620 shares; 2024Q4: 6,628 shares; 2025Q1: 7,560 shares; 2025Q2: 7,603 shares; 2025Q3: 8,353 shares; 2025Q4: 8,003 shares 8,003 $3.87M 1.03% -350 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109,134 shares; 2025Q2: 104,092 shares; 2025Q3: 102,403 shares; 2025Q4: 102,391 shares 102,391 $3.8M 1.01% -12 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 30,556 shares; 2024Q2: 32,103 shares; 2024Q3: 36,182 shares; 2024Q4: 41,749 shares; 2025Q1: 42,336 shares; 2025Q2: 42,409 shares; 2025Q3: 43,940 shares; 2025Q4: 46,606 shares 46,606 $3.72M 0.99% +2,666 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 33,530 shares; 2024Q2: 42,314 shares; 2024Q3: 19,000 shares; 2024Q4: 21,533 shares; 2025Q1: 77,002 shares; 2025Q2: 31,226 shares; 2025Q3: 41,994 shares; 2025Q4: 33,597 shares 33,597 $3.7M 0.98% -8,397 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; 2024Q1: not reported; 2024Q2: 214,975 shares; 2024Q3: 223,746 shares; 2024Q4: 80,024 shares; 2025Q1: 198,930 shares; 2025Q2: 177,601 shares; 2025Q3: 179,247 shares; 2025Q4: 183,135 shares 183,135 $3.58M 0.95% +3,888 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 62,856 shares; 2025Q2: 67,814 shares; 2025Q3: 70,021 shares; 2025Q4: 71,268 shares 71,268 $3.54M 0.94% +1,247 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; 2024Q1: 5,250 shares; 2024Q2: 5,128 shares; 2024Q3: 5,057 shares; 2024Q4: 5,020 shares; 2025Q1: 5,011 shares; 2025Q2: 5,037 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares 5,027 $3.43M 0.91% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,721 shares; 2024Q2: 9,545 shares; 2024Q3: 8,657 shares; 2024Q4: 9,910 shares; 2025Q1: 10,843 shares; 2025Q2: 11,616 shares; 2025Q3: 11,579 shares; 2025Q4: 10,455 shares 10,455 $3.27M 0.87% -1,124 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; 2024Q1: 31,047 shares; 2024Q2: 30,243 shares; 2024Q3: 30,618 shares; 2024Q4: 92,265 shares; 2025Q1: 93,413 shares; 2025Q2: 92,386 shares; 2025Q3: 126,237 shares; 2025Q4: 120,346 shares 120,346 $3.24M 0.86% -5,891 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 74,948 shares; 2024Q2: 72,091 shares; 2024Q3: 70,514 shares; 2024Q4: 71,565 shares; 2025Q1: 82,289 shares; 2025Q2: 86,736 shares; 2025Q3: 87,831 shares; 2025Q4: 89,007 shares 89,007 $2.98M 0.79% +1,176 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; 2024Q1: 24,342 shares; 2024Q2: 24,038 shares; 2024Q3: 16,738 shares; 2024Q4: 99,182 shares; 2025Q1: 24,040 shares; 2025Q2: 25,472 shares; 2025Q3: 31,485 shares; 2025Q4: 31,727 shares 31,727 $2.9M 0.77% +242 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 47,867 shares; 2024Q2: 48,274 shares; 2024Q3: 50,847 shares; 2024Q4: 49,002 shares; 2025Q1: 47,096 shares; 2025Q2: 50,835 shares; 2025Q3: 49,682 shares; 2025Q4: 52,790 shares 52,790 $2.89M 0.77% +3,108 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; 2024Q1: 43,923 shares; 2024Q2: 42,999 shares; 2024Q3: 41,652 shares; 2024Q4: 43,327 shares; 2025Q1: 45,982 shares; 2025Q2: 47,563 shares; 2025Q3: 47,999 shares; 2025Q4: 49,290 shares 49,290 $2.82M 0.75% +1,291 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; 2024Q1: 160,715 shares; 2024Q2: 152,495 shares; 2024Q3: 152,031 shares; 2024Q4: 149,509 shares; 2025Q1: 137,275 shares; 2025Q2: 131,570 shares; 2025Q3: 127,493 shares; 2025Q4: 127,046 shares 127,046 $2.62M 0.69% -447 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 378 shares; 2024Q2: 373 shares; 2024Q3: 4,829 shares; 2024Q4: 5,164 shares; 2025Q1: 5,695 shares; 2025Q2: 5,615 shares; 2025Q3: 6,443 shares; 2025Q4: 7,531 shares 7,531 $2.61M 0.69% +1,088 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,162 shares; 2024Q2: 42,738 shares; 2024Q3: 70,768 shares; 2024Q4: 84,388 shares; 2025Q1: 89,913 shares; 2025Q2: 82,367 shares; 2025Q3: 88,375 shares; 2025Q4: 93,968 shares 93,968 $2.59M 0.69% +5,593 Timeline SLNZ TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,289 shares; 2025Q2: 48,083 shares; 2025Q3: 49,598 shares; 2025Q4: 55,608 shares 55,608 $2.58M 0.68% +6,010 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; 2024Q1: 5,419 shares; 2024Q2: 6,100 shares; 2024Q3: 8,115 shares; 2024Q4: 8,770 shares; 2025Q1: 9,091 shares; 2025Q2: 10,197 shares; 2025Q3: 10,936 shares; 2025Q4: 10,731 shares 10,731 $2.48M 0.66% -205 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; 2024Q1: 18,727 shares; 2024Q2: 18,449 shares; 2024Q3: 23,454 shares; 2024Q4: 23,155 shares; 2025Q1: 21,325 shares; 2025Q2: 21,443 shares; 2025Q3: 20,535 shares; 2025Q4: 21,045 shares 21,045 $2.48M 0.66% +510 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 71,953 shares; 2024Q2: 56,152 shares; 2024Q3: 40,308 shares; 2024Q4: 88,846 shares; 2025Q1: 2,989 shares; 2025Q2: 76,692 shares; 2025Q3: 82,754 shares; 2025Q4: 25,399 shares 25,399 $2.47M 0.66% -57,355 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 160,726 shares; 2024Q2: 159,971 shares; 2024Q3: 158,073 shares; 2024Q4: 154,078 shares; 2025Q1: 138,015 shares; 2025Q2: 132,407 shares; 2025Q3: 126,376 shares; 2025Q4: 124,710 shares 124,710 $2.35M 0.62% -1,666 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; 2024Q1: 2,432 shares; 2024Q2: 2,412 shares; 2024Q3: 2,434 shares; 2024Q4: 2,297 shares; 2025Q1: 2,303 shares; 2025Q2: 2,267 shares; 2025Q3: 2,274 shares; 2025Q4: 3,587 shares 3,587 $2.25M 0.6% +1,313 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; 2024Q1: 10,559 shares; 2024Q2: 10,563 shares; 2024Q3: 7,587 shares; 2024Q4: 7,696 shares; 2025Q1: 7,931 shares; 2025Q2: 8,336 shares; 2025Q3: 8,496 shares; 2025Q4: 18,806 shares 18,806 $2.25M 0.6% +10,310 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 61,739 shares; 2024Q2: 64,781 shares; 2024Q3: 67,131 shares; 2024Q4: 67,916 shares; 2025Q1: 64,773 shares; 2025Q2: 65,226 shares; 2025Q3: 65,104 shares; 2025Q4: 66,953 shares 66,953 $1.97M 0.52% +1,849 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 25,534 shares; 2024Q2: 38,159 shares; 2024Q3: 26,628 shares; 2024Q4: 74,876 shares; 2025Q1: 16,068 shares; 2025Q2: 15,921 shares; 2025Q3: 47,873 shares; 2025Q4: 16,795 shares 16,795 $1.91M 0.51% -31,078 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,339 shares; 2024Q2: 1,134 shares; 2024Q3: 1,442 shares; 2024Q4: 1,790 shares; 2025Q1: 3,140 shares; 2025Q2: 3,276 shares; 2025Q3: 3,405 shares; 2025Q4: 4,170 shares 4,170 $1.88M 0.5% +765 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 29,717 shares; 2024Q2: 29,601 shares; 2024Q3: 28,996 shares; 2024Q4: 26,421 shares; 2025Q1: 26,308 shares; 2025Q2: 26,203 shares; 2025Q3: 25,557 shares; 2025Q4: 25,372 shares 25,372 $1.7M 0.45% -185 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; 2024Q1: 7,158 shares; 2024Q2: not reported; 2024Q3: 2,057 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,716 shares; 2025Q4: 16,743 shares 16,743 $1.68M 0.45% +9,027 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 15,401 shares; 2024Q2: 15,839 shares; 2024Q3: 18,951 shares; 2024Q4: 19,197 shares; 2025Q1: 21,336 shares; 2025Q2: 21,163 shares; 2025Q3: 23,194 shares; 2025Q4: 24,139 shares 24,139 $1.68M 0.44% +945 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 53,135 shares; 2024Q2: 51,786 shares; 2024Q3: 51,376 shares; 2024Q4: 54,715 shares; 2025Q1: 58,942 shares; 2025Q2: 59,912 shares; 2025Q3: 60,426 shares; 2025Q4: 72,766 shares 72,766 $1.68M 0.44% +12,340 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; 2024Q1: 10,367 shares; 2024Q2: 10,276 shares; 2024Q3: 10,472 shares; 2024Q4: 10,204 shares; 2025Q1: 10,278 shares; 2025Q2: 10,467 shares; 2025Q3: 10,232 shares; 2025Q4: 10,639 shares 10,639 $1.65M 0.44% +407 Timeline SHYL DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 23,135 shares; 2024Q2: 22,776 shares; 2024Q3: 23,597 shares; 2024Q4: 25,172 shares; 2025Q1: 31,672 shares; 2025Q2: 33,492 shares; 2025Q3: 33,401 shares; 2025Q4: 35,075 shares 35,075 $1.58M 0.42% +1,674 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,055 shares; 2025Q2: 36,372 shares; 2025Q3: 37,069 shares; 2025Q4: 39,634 shares 39,634 $1.57M 0.42% +2,565 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; 2024Q1: 3,070 shares; 2024Q2: 3,070 shares; 2024Q3: 3,090 shares; 2024Q4: 3,108 shares; 2025Q1: 3,090 shares; 2025Q2: 3,277 shares; 2025Q3: 3,553 shares; 2025Q4: 4,860 shares 4,860 $1.57M 0.42% +1,307 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,766 shares; 2025Q2: 52,720 shares; 2025Q3: 52,749 shares; 2025Q4: 56,156 shares 56,156 $1.55M 0.41% +3,407 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,633 shares; 2024Q2: 3,719 shares; 2024Q3: 6,534 shares; 2024Q4: 9,055 shares; 2025Q1: 9,786 shares; 2025Q2: 9,804 shares; 2025Q3: 10,982 shares; 2025Q4: 11,223 shares 11,223 $1.54M 0.41% +241 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,031 shares; 2024Q2: 7,141 shares; 2024Q3: 12,570 shares; 2024Q4: 19,484 shares; 2025Q1: 21,550 shares; 2025Q2: 21,478 shares; 2025Q3: 24,513 shares; 2025Q4: 25,387 shares 25,387 $1.53M 0.41% +874 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,149 shares; 2024Q2: 21,978 shares; 2024Q3: 22,356 shares; 2024Q4: 23,297 shares; 2025Q1: 27,132 shares; 2025Q2: 29,291 shares; 2025Q3: 29,463 shares; 2025Q4: 31,399 shares 31,399 $1.49M 0.39% +1,936 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,947 shares; 2024Q2: 22,788 shares; 2024Q3: 23,280 shares; 2024Q4: 24,600 shares; 2025Q1: 28,054 shares; 2025Q2: 29,875 shares; 2025Q3: 31,180 shares; 2025Q4: 39,984 shares 39,984 $1.42M 0.38% +8,804 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; 2024Q1: 11,645 shares; 2024Q2: 14,338 shares; 2024Q3: 25,270 shares; 2024Q4: 38,134 shares; 2025Q1: 39,841 shares; 2025Q2: 35,804 shares; 2025Q3: 40,057 shares; 2025Q4: 40,847 shares 40,847 $1.34M 0.36% +790 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,937 shares; 2024Q2: 9,564 shares; 2024Q3: 11,797 shares; 2024Q4: 12,103 shares; 2025Q1: 14,790 shares; 2025Q2: 15,710 shares; 2025Q3: 11,019 shares; 2025Q4: 11,240 shares 11,240 $1.33M 0.35% +221 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,386 shares; 2024Q2: 4,349 shares; 2024Q3: 4,295 shares; 2024Q4: 3,976 shares; 2025Q1: 3,829 shares; 2025Q2: 3,508 shares; 2025Q3: 3,638 shares; 2025Q4: 3,492 shares 3,492 $1.3M 0.35% -146 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,152 shares; 2024Q2: 6,588 shares; 2024Q3: 13,211 shares; 2024Q4: 21,101 shares; 2025Q1: 22,289 shares; 2025Q2: 22,281 shares; 2025Q3: 26,128 shares; 2025Q4: 27,676 shares 27,676 $1.3M 0.34% +1,548 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; 2024Q1: 1,942 shares; 2024Q2: 1,733 shares; 2024Q3: 1,769 shares; 2024Q4: 2,927 shares; 2025Q1: 3,387 shares; 2025Q2: 4,119 shares; 2025Q3: 6,373 shares; 2025Q4: 12,202 shares 12,202 $1.28M 0.34% +5,829 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 408 shares; 2024Q4: 526 shares; 2025Q1: 546 shares; 2025Q2: 1,659 shares; 2025Q3: 3,591 shares; 2025Q4: 3,784 shares 3,784 $1.25M 0.33% +193 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; 2024Q1: 453 shares; 2024Q2: 674 shares; 2024Q3: 1,052 shares; 2024Q4: 1,318 shares; 2025Q1: 1,417 shares; 2025Q2: 1,420 shares; 2025Q3: 1,593 shares; 2025Q4: 1,813 shares 1,813 $1.2M 0.32% +220 Timeline MFSB MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,822 shares 44,822 $1.13M 0.3% 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; 2024Q1: not reported; 2024Q2: 1,248 shares; 2024Q3: 2,357 shares; 2024Q4: 2,908 shares; 2025Q1: 3,652 shares; 2025Q2: 3,330 shares; 2025Q3: 3,396 shares; 2025Q4: 3,359 shares 3,359 $1.05M 0.28% -37 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,778 shares; 2024Q2: 6,026 shares; 2024Q3: 5,544 shares; 2024Q4: 5,458 shares; 2025Q1: 5,358 shares; 2025Q2: 6,033 shares; 2025Q3: 5,910 shares; 2025Q4: 6,285 shares 6,285 $1.03M 0.27% +375 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; 2024Q1: 5,324 shares; 2024Q2: 12,870 shares; 2024Q3: 17,126 shares; 2024Q4: 14,316 shares; 2025Q1: 10,944 shares; 2025Q2: 9,526 shares; 2025Q3: 10,622 shares; 2025Q4: 18,294 shares 18,294 $987K 0.26% +7,672 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,902 shares; 2024Q2: 14,740 shares; 2024Q3: 14,097 shares; 2024Q4: 12,201 shares; 2025Q1: 11,304 shares; 2025Q2: 10,800 shares; 2025Q3: 10,414 shares; 2025Q4: 10,285 shares 10,285 $957K 0.25% -129 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 653 shares; 2024Q4: 1,235 shares; 2025Q1: 1,923 shares; 2025Q2: 1,524 shares; 2025Q3: 1,577 shares; 2025Q4: 2,873 shares 2,873 $940K 0.25% +1,296 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,787 shares; 2025Q2: 16,913 shares; 2025Q3: 17,285 shares; 2025Q4: 17,681 shares 17,681 $934K 0.25% +396 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,309 shares; 2025Q3: 3,553 shares; 2025Q4: 3,512 shares 3,512 $903K 0.24% -41 Timeline BSJT 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; 2024Q1: 12,454 shares; 2024Q2: 17,958 shares; 2024Q3: 30,892 shares; 2024Q4: 31,069 shares; 2025Q1: 31,394 shares; 2025Q2: 31,423 shares; 2025Q3: 39,263 shares; 2025Q4: 41,804 shares 41,804 $899K 0.24% +2,541 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,107 shares; 2024Q2: 3,037 shares; 2024Q3: 2,992 shares; 2024Q4: 2,973 shares; 2025Q1: 2,907 shares; 2025Q2: 2,855 shares; 2025Q3: 2,835 shares; 2025Q4: 2,768 shares 2,768 $897K 0.24% -67 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,209 shares 13,209 $865K 0.23% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,972 shares; 2025Q4: 7,158 shares 7,158 $861K 0.23% +5,186 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,530 shares; 2024Q2: 11,767 shares; 2024Q3: 8,380 shares; 2024Q4: 5,494 shares; 2025Q1: 4,689 shares; 2025Q2: 4,689 shares; 2025Q3: 4,690 shares; 2025Q4: 4,687 shares 4,687 $860K 0.23% -3 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; 2024Q1: 559 shares; 2024Q2: 629 shares; 2024Q3: 668 shares; 2024Q4: 603 shares; 2025Q1: 719 shares; 2025Q2: 820 shares; 2025Q3: 903 shares; 2025Q4: 1,454 shares 1,454 $843K 0.22% +551 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,038 shares; 2024Q2: 1,038 shares; 2024Q3: 2,028 shares; 2024Q4: 3,143 shares; 2025Q1: 3,528 shares; 2025Q2: 3,521 shares; 2025Q3: 3,573 shares; 2025Q4: 3,823 shares 3,823 $830K 0.22% +250 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 963 shares; 2024Q2: 1,137 shares; 2024Q3: 2,336 shares; 2024Q4: 2,139 shares; 2025Q1: 2,408 shares; 2025Q2: 2,143 shares; 2025Q3: 2,471 shares; 2025Q4: 2,350 shares 2,350 $799K 0.21% -121 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 17,902 shares; 2024Q2: 17,079 shares; 2024Q3: 16,623 shares; 2024Q4: 16,230 shares; 2025Q1: 17,669 shares; 2025Q2: 17,988 shares; 2025Q3: 17,742 shares; 2025Q4: 17,844 shares 17,844 $780K 0.21% +102 Timeline BUFT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 34,924 shares; 2024Q2: 34,924 shares; 2024Q3: 34,924 shares; 2024Q4: 34,811 shares; 2025Q1: 34,811 shares; 2025Q2: 34,468 shares; 2025Q3: 34,347 shares; 2025Q4: 31,572 shares 31,572 $777K 0.21% -2,775 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,249 shares; 2025Q1: not reported; 2025Q2: 12,457 shares; 2025Q3: 12,526 shares; 2025Q4: 11,675 shares 11,675 $771K 0.2% -851 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,539 shares; 2024Q2: 1,606 shares; 2024Q3: 2,941 shares; 2024Q4: 1,630 shares; 2025Q1: 1,222 shares; 2025Q2: 2,206 shares; 2025Q3: 2,616 shares; 2025Q4: 2,859 shares 2,859 $757K 0.2% +243 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,110 shares; 2024Q2: 3,979 shares; 2024Q3: 2,751 shares; 2024Q4: 2,854 shares; 2025Q1: 3,121 shares; 2025Q2: 4,085 shares; 2025Q3: 5,172 shares; 2025Q4: 5,215 shares 5,215 $748K 0.2% +43 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; 2024Q1: 258 shares; 2024Q2: 252 shares; 2024Q3: 405 shares; 2024Q4: 394 shares; 2025Q1: 355 shares; 2025Q2: 397 shares; 2025Q3: 541 shares; 2025Q4: 691 shares 691 $743K 0.2% +150 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; 2024Q1: 8,965 shares; 2024Q2: 9,205 shares; 2024Q3: 7,726 shares; 2024Q4: 8,080 shares; 2025Q1: 8,095 shares; 2025Q2: 8,074 shares; 2025Q3: 5,138 shares; 2025Q4: 4,761 shares 4,761 $737K 0.2% -377 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,368 shares; 2024Q2: 17,224 shares; 2024Q3: 19,343 shares; 2024Q4: 15,382 shares; 2025Q1: 16,139 shares; 2025Q2: 14,963 shares; 2025Q3: 14,624 shares; 2025Q4: 13,540 shares 13,540 $722K 0.19% -1,084 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,916 shares; 2024Q2: 6,316 shares; 2024Q3: 2,841 shares; 2024Q4: 4,226 shares; 2025Q1: 5,632 shares; 2025Q2: 5,497 shares; 2025Q3: 5,720 shares; 2025Q4: 3,661 shares 3,661 $709K 0.19% -2,059 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 11,050 shares; 2024Q2: 21,098 shares; 2024Q3: 12,975 shares; 2024Q4: 54,608 shares; 2025Q1: 4,280 shares; 2025Q2: 4,364 shares; 2025Q3: 42,552 shares; 2025Q4: 5,023 shares 5,023 $709K 0.19% -37,529 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 11,793 shares; 2025Q1: 11,225 shares; 2025Q2: 11,406 shares; 2025Q3: 14,046 shares; 2025Q4: 14,065 shares 14,065 $707K 0.19% +19 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,296 shares; 2024Q2: 14,687 shares; 2024Q3: 15,296 shares; 2024Q4: 15,612 shares; 2025Q1: 14,885 shares; 2025Q2: 14,942 shares; 2025Q3: 14,755 shares; 2025Q4: 15,462 shares 15,462 $703K 0.19% +707 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,243 shares; 2025Q2: 2,740 shares; 2025Q3: 3,001 shares; 2025Q4: 3,037 shares 3,037 $695K 0.18% +36 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,900 shares; 2024Q2: 4,681 shares; 2024Q3: 6,996 shares; 2024Q4: 5,725 shares; 2025Q1: 6,623 shares; 2025Q2: 6,643 shares; 2025Q3: 7,384 shares; 2025Q4: 6,616 shares 6,616 $693K 0.18% -768 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,562 shares; 2024Q4: 4,757 shares; 2025Q1: 5,984 shares; 2025Q2: 6,540 shares; 2025Q3: 6,176 shares; 2025Q4: 6,912 shares 6,912 $686K 0.18% +736 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 12,351 shares; 2024Q2: 13,514 shares; 2024Q3: 15,104 shares; 2024Q4: 16,541 shares; 2025Q1: 16,195 shares; 2025Q2: 15,956 shares; 2025Q3: 16,061 shares; 2025Q4: 16,437 shares 16,437 $680K 0.18% +376 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 860 shares; 2025Q1: 1,257 shares; 2025Q2: 1,304 shares; 2025Q3: 1,609 shares; 2025Q4: 1,901 shares 1,901 $667K 0.18% +292 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,578 shares; 2024Q2: 4,968 shares; 2024Q3: 5,049 shares; 2024Q4: 4,021 shares; 2025Q1: 4,161 shares; 2025Q2: 4,500 shares; 2025Q3: 4,514 shares; 2025Q4: 4,899 shares 4,899 $667K 0.18% +385 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,532 shares; 2024Q2: 6,993 shares; 2024Q3: 9,251 shares; 2024Q4: 7,994 shares; 2025Q1: 8,591 shares; 2025Q2: 8,435 shares; 2025Q3: 8,802 shares; 2025Q4: 10,272 shares 10,272 $654K 0.17% +1,470 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,736 shares; 2024Q2: 7,688 shares; 2024Q3: 7,818 shares; 2024Q4: 10,926 shares; 2025Q1: 8,831 shares; 2025Q2: 9,049 shares; 2025Q3: 14,984 shares; 2025Q4: 16,079 shares 16,079 $649K 0.17% +1,095 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 7,560 shares; 2024Q4: 11,469 shares; 2025Q1: 12,539 shares; 2025Q2: 12,795 shares; 2025Q3: 13,194 shares; 2025Q4: 13,304 shares 13,304 $648K 0.17% +110 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,444 shares; 2025Q1: 8,988 shares; 2025Q2: 9,100 shares; 2025Q3: 12,754 shares; 2025Q4: 12,765 shares 12,765 $646K 0.17% +11 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,274 shares; 2025Q2: 6,799 shares; 2025Q3: 7,165 shares; 2025Q4: 7,493 shares 7,493 $615K 0.16% +328 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,205 shares; 2024Q2: 9,341 shares; 2024Q3: 8,064 shares; 2024Q4: 6,037 shares; 2025Q1: 6,232 shares; 2025Q2: 6,267 shares; 2025Q3: 6,414 shares; 2025Q4: 7,156 shares 7,156 $614K 0.16% +742 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,422 shares; 2024Q2: 4,422 shares; 2024Q3: 4,422 shares; 2024Q4: 4,322 shares; 2025Q1: 4,322 shares; 2025Q2: 4,322 shares; 2025Q3: 4,322 shares; 2025Q4: 4,322 shares 4,322 $612K 0.16% 0 Timeline HSCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,707 shares; 2024Q2: 11,632 shares; 2024Q3: 12,846 shares; 2024Q4: 13,810 shares; 2025Q1: 14,486 shares; 2025Q2: 14,448 shares; 2025Q3: 14,645 shares; 2025Q4: 15,641 shares 15,641 $609K 0.16% +996 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,692 shares; 2024Q4: 5,434 shares; 2025Q1: 5,985 shares; 2025Q2: 6,122 shares; 2025Q3: 6,363 shares; 2025Q4: 6,410 shares 6,410 $604K 0.16% +47 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,754 shares; 2025Q2: 1,967 shares; 2025Q3: 2,142 shares; 2025Q4: 2,189 shares 2,189 $602K 0.16% +47 Timeline GSST 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,466 shares; 2025Q1: 9,009 shares; 2025Q2: 9,120 shares; 2025Q3: 11,846 shares; 2025Q4: 11,846 shares 11,846 $598K 0.16% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 727 shares; 2024Q3: 1,643 shares; 2024Q4: 1,169 shares; 2025Q1: 1,325 shares; 2025Q2: 1,667 shares; 2025Q3: 1,649 shares; 2025Q4: 1,693 shares 1,693 $593K 0.16% +44 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,320 shares; 2024Q4: 1,258 shares; 2025Q1: not reported; 2025Q2: 2,499 shares; 2025Q3: 2,362 shares; 2025Q4: 3,192 shares 3,192 $568K 0.15% +830 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,799 shares; 2024Q4: 3,247 shares; 2025Q1: 3,316 shares; 2025Q2: 3,050 shares; 2025Q3: 2,801 shares; 2025Q4: 2,494 shares 2,494 $541K 0.14% -307 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,491 shares; 2025Q2: 14,051 shares; 2025Q3: 11,860 shares; 2025Q4: 30,965 shares 30,965 $534K 0.14% +19,105 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,752 shares; 2024Q2: 5,397 shares; 2024Q3: 6,426 shares; 2024Q4: 4,969 shares; 2025Q1: 4,826 shares; 2025Q2: 5,405 shares; 2025Q3: 5,466 shares; 2025Q4: 5,762 shares 5,762 $518K 0.14% +296 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,094 shares; 2025Q2: 4,492 shares; 2025Q3: not reported; 2025Q4: 9,580 shares 9,580 $516K 0.14% new 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; 2024Q1: 873 shares; 2024Q2: 873 shares; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 855 shares 855 $516K 0.14% -18 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 304 shares; 2024Q4: 359 shares; 2025Q1: 488 shares; 2025Q2: 508 shares; 2025Q3: 562 shares; 2025Q4: 580 shares 580 $500K 0.13% +18 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,052 shares; 2024Q4: 930 shares; 2025Q1: 943 shares; 2025Q2: 675 shares; 2025Q3: 836 shares; 2025Q4: 875 shares 875 $499K 0.13% +39 Timeline WANT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,845 shares; 2024Q2: 9,510 shares; 2024Q3: 5,964 shares; 2024Q4: 5,342 shares; 2025Q1: 7,649 shares; 2025Q2: 7,866 shares; 2025Q3: 8,379 shares; 2025Q4: 9,828 shares 9,828 $496K 0.13% +1,449 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,296 shares; 2024Q4: 4,115 shares; 2025Q1: 5,193 shares; 2025Q2: 5,114 shares; 2025Q3: 4,723 shares; 2025Q4: 6,887 shares 6,887 $481K 0.13% +2,164 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,612 shares; 2025Q3: 15,612 shares; 2025Q4: 15,612 shares 15,612 $477K 0.13% 0 Timeline LTL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,258 shares; 2024Q2: 3,461 shares; 2024Q3: 4,666 shares; 2024Q4: 4,422 shares; 2025Q1: 4,196 shares; 2025Q2: 4,180 shares; 2025Q3: 3,987 shares; 2025Q4: 16,464 shares 16,464 $468K 0.12% +12,477 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,427 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,175 shares 2,175 $467K 0.12% new Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 493,686 shares; 2024Q2: 501,253 shares; 2024Q3: 479,085 shares; 2024Q4: 15,405 shares; 2025Q1: 14,239 shares; 2025Q2: 12,288 shares; 2025Q3: 11,137 shares; 2025Q4: 11,287 shares 11,287 $462K 0.12% +150 Timeline BSJU 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,793 shares; 2025Q2: 16,810 shares; 2025Q3: 17,295 shares; 2025Q4: 17,319 shares 17,319 $452K 0.12% +24 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; 2024Q1: 7,072 shares; 2024Q2: 4,159 shares; 2024Q3: 7,296 shares; 2024Q4: 5,960 shares; 2025Q1: 5,744 shares; 2025Q2: 5,805 shares; 2025Q3: 5,907 shares; 2025Q4: 3,957 shares 3,957 $450K 0.12% -1,950 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,283 shares; 2024Q2: 2,748 shares; 2024Q3: 3,012 shares; 2024Q4: 2,301 shares; 2025Q1: 2,458 shares; 2025Q2: 2,438 shares; 2025Q3: 2,344 shares; 2025Q4: 2,424 shares 2,424 $439K 0.12% +80 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 428 shares; 2025Q1: 476 shares; 2025Q2: 484 shares; 2025Q3: 623 shares; 2025Q4: 758 shares 758 $433K 0.11% +135 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 612 shares; 2025Q1: 666 shares; 2025Q2: 666 shares; 2025Q3: 688 shares; 2025Q4: 1,252 shares 1,252 $431K 0.11% +564 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 756 shares; 2025Q4: 751 shares 751 $430K 0.11% -5 Timeline MMD NYLIM MACKAY DEFINEDTERM MUN More: the full row for NYLIM MACKAY DEFINEDTERM MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,657 shares; 2024Q2: 26,736 shares; 2024Q3: 27,023 shares; 2024Q4: 28,114 shares; 2025Q1: 28,444 shares; 2025Q2: 28,455 shares; 2025Q3: 28,460 shares; 2025Q4: 28,801 shares 28,801 $428K 0.11% +341 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,941 shares; 2024Q4: 2,942 shares; 2025Q1: 3,152 shares; 2025Q2: 3,151 shares; 2025Q3: 3,422 shares; 2025Q4: 3,751 shares 3,751 $418K 0.11% +329 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,103 shares; 2025Q2: 2,640 shares; 2025Q3: 3,194 shares; 2025Q4: 2,997 shares 2,997 $413K 0.11% -197 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,361 shares; 2024Q2: 5,553 shares; 2024Q3: 5,247 shares; 2024Q4: 4,119 shares; 2025Q1: 4,215 shares; 2025Q2: 4,141 shares; 2025Q3: 4,207 shares; 2025Q4: 2,556 shares 2,556 $407K 0.11% -1,651 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,355 shares; 2025Q3: 1,670 shares; 2025Q4: 1,943 shares 1,943 $402K 0.11% +273 Timeline BSJV 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,674 shares; 2025Q2: 14,679 shares; 2025Q3: 14,979 shares; 2025Q4: 14,989 shares 14,989 $400K 0.11% +10 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; 2024Q1: 6,024 shares; 2024Q2: 6,285 shares; 2024Q3: 6,480 shares; 2024Q4: 6,708 shares; 2025Q1: 6,574 shares; 2025Q2: 5,240 shares; 2025Q3: 4,445 shares; 2025Q4: 8,830 shares 8,830 $395K 0.1% +4,385 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 725 shares; 2025Q4: 1,259 shares 1,259 $388K 0.1% +534 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 648 shares; 2025Q2: 656 shares; 2025Q3: 807 shares; 2025Q4: 425 shares 425 $385K 0.1% -382 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,595 shares; 2024Q2: 1,595 shares; 2024Q3: 1,596 shares; 2024Q4: 1,702 shares; 2025Q1: 1,589 shares; 2025Q2: 1,511 shares; 2025Q3: 1,536 shares; 2025Q4: 1,537 shares 1,537 $378K 0.1% +1 Timeline DUSL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,932 shares; 2024Q2: 4,370 shares; 2024Q3: 4,347 shares; 2024Q4: 4,424 shares; 2025Q1: 4,684 shares; 2025Q2: 4,768 shares; 2025Q3: 4,650 shares; 2025Q4: 5,477 shares 5,477 $371K 0.1% +827 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,455 shares; 2024Q2: 1,472 shares; 2024Q3: 1,560 shares; 2024Q4: 1,667 shares; 2025Q1: 1,675 shares; 2025Q2: 1,669 shares; 2025Q3: 1,751 shares; 2025Q4: 1,622 shares 1,622 $369K 0.1% -129 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,143 shares; 2024Q2: 1,143 shares; 2024Q3: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,089 shares 1,089 $368K 0.1% -54 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; 2024Q1: 1,308 shares; 2024Q2: 1,350 shares; 2024Q3: 578 shares; 2024Q4: 636 shares; 2025Q1: 623 shares; 2025Q2: 764 shares; 2025Q3: 735 shares; 2025Q4: 730 shares 730 $367K 0.1% -5 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; 2024Q1: 10,093 shares; 2024Q2: 10,185 shares; 2024Q3: 6,609 shares; 2024Q4: 5,290 shares; 2025Q1: 5,358 shares; 2025Q2: 5,445 shares; 2025Q3: 5,154 shares; 2025Q4: 3,620 shares 3,620 $362K 0.1% -1,534 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,807 shares; 2025Q2: 5,284 shares; 2025Q3: 4,700 shares; 2025Q4: 4,645 shares 4,645 $358K 0.1% -55 Timeline RSPT 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; 2024Q1: 13,023 shares; 2024Q2: 11,494 shares; 2024Q3: 10,841 shares; 2024Q4: 11,637 shares; 2025Q1: 10,213 shares; 2025Q2: 9,122 shares; 2025Q3: 7,872 shares; 2025Q4: 7,853 shares 7,853 $357K 0.09% -19 Timeline UCC PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 6,602 shares; 2024Q2: 6,602 shares; 2024Q3: 6,605 shares; 2024Q4: 6,612 shares; 2025Q1: 6,604 shares; 2025Q2: 6,625 shares; 2025Q3: 6,643 shares; 2025Q4: 6,665 shares 6,665 $354K 0.09% +22 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,857 shares; 2025Q4: 1,926 shares 1,926 $351K 0.09% +69 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,360 shares; 2025Q3: 1,660 shares; 2025Q4: 1,960 shares 1,960 $351K 0.09% +300 Timeline EFO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,823 shares; 2024Q3: 4,884 shares; 2024Q4: 5,995 shares; 2025Q1: 5,488 shares; 2025Q2: 5,244 shares; 2025Q3: 5,402 shares; 2025Q4: 5,471 shares 5,471 $350K 0.09% +69 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,231 shares; 2025Q4: 1,953 shares 1,953 $347K 0.09% +722 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; 2024Q1: 8,180 shares; 2024Q2: 17,048 shares; 2024Q3: 18,595 shares; 2024Q4: 15,726 shares; 2025Q1: 12,449 shares; 2025Q2: 7,811 shares; 2025Q3: 6,730 shares; 2025Q4: 5,971 shares 5,971 $344K 0.09% -759 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,796 shares; 2024Q2: 9,066 shares; 2024Q3: 9,858 shares; 2024Q4: 10,557 shares; 2025Q1: 9,597 shares; 2025Q2: 9,675 shares; 2025Q3: 9,616 shares; 2025Q4: 10,184 shares 10,184 $344K 0.09% +568 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,968 shares; 2024Q2: 2,105 shares; 2024Q3: 2,292 shares; 2024Q4: 2,444 shares; 2025Q1: 2,441 shares; 2025Q2: 2,347 shares; 2025Q3: 2,332 shares; 2025Q4: 2,098 shares 2,098 $342K 0.09% -234 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,773 shares 12,773 $342K 0.09% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,410 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,384 shares 3,384 $341K 0.09% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,509 shares; 2024Q2: 1,847 shares; 2024Q3: 2,162 shares; 2024Q4: 2,516 shares; 2025Q1: 2,715 shares; 2025Q2: 2,584 shares; 2025Q3: 2,627 shares; 2025Q4: 2,222 shares 2,222 $339K 0.09% -405 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 4,272 shares; 2024Q2: 4,395 shares; 2024Q3: 4,637 shares; 2024Q4: 4,801 shares; 2025Q1: 4,981 shares; 2025Q2: 5,028 shares; 2025Q3: 5,024 shares; 2025Q4: 7,296 shares 7,296 $331K 0.09% +2,272 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,585 shares; 2024Q2: 1,585 shares; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares 1,555 $329K 0.09% 0 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; 2024Q1: 1,064 shares; 2024Q2: not reported; 2024Q3: 1,072 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 976 shares; 2025Q3: 997 shares; 2025Q4: 1,077 shares 1,077 $319K 0.08% +80 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares 1,740 $318K 0.08% new 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; 2024Q1: 496 shares; 2024Q2: 1,216 shares; 2024Q3: 676 shares; 2024Q4: 788 shares; 2025Q1: 791 shares; 2025Q2: 778 shares; 2025Q3: 725 shares; 2025Q4: 650 shares 650 $314K 0.08% -75 Timeline NMAX NEWSMAX INC More: the full row for NEWSMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,975 shares; 2025Q3: 39,975 shares; 2025Q4: 39,975 shares 39,975 $309K 0.08% 0 Timeline SMOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,709 shares; 2025Q2: 13,709 shares; 2025Q3: 13,709 shares; 2025Q4: 8,503 shares 8,503 $308K 0.08% -5,206 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,272 shares; 2025Q4: 7,280 shares 7,280 $308K 0.08% +8 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,668 shares; 2025Q3: 4,617 shares; 2025Q4: 4,367 shares 4,367 $303K 0.08% -250 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; 2024Q1: 15,010 shares; 2024Q2: 9,292 shares; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 3,248 shares; 2025Q2: 3,254 shares; 2025Q3: 3,254 shares; 2025Q4: 3,242 shares 3,242 $302K 0.08% -12 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,690 shares; 2024Q4: 12,234 shares; 2025Q1: 13,873 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,541 shares 11,541 $301K 0.08% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,383 shares 1,383 $296K 0.08% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,133 shares; 2025Q2: not reported; 2025Q3: 1,133 shares; 2025Q4: 1,282 shares 1,282 $293K 0.08% +149 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 272 shares; 2025Q3: 352 shares; 2025Q4: 3,074 shares 3,074 $288K 0.08% +2,722 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; 2024Q1: 4,818 shares; 2024Q2: 4,541 shares; 2024Q3: 4,525 shares; 2024Q4: 6,491 shares; 2025Q1: 6,478 shares; 2025Q2: 6,479 shares; 2025Q3: 6,046 shares; 2025Q4: 4,516 shares 4,516 $282K 0.07% -1,530 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,505 shares; 2025Q2: 5,418 shares; 2025Q3: 7,157 shares; 2025Q4: 6,792 shares 6,792 $277K 0.07% -365 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,670 shares; 2024Q2: 23,322 shares; 2024Q3: 27,461 shares; 2024Q4: 24,204 shares; 2025Q1: 28,507 shares; 2025Q2: 26,662 shares; 2025Q3: 25,378 shares; 2025Q4: 11,094 shares 11,094 $276K 0.07% -14,284 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 384 shares 384 $251K 0.07% new Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,071 shares 5,071 $248K 0.07% new Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,297 shares 6,297 $247K 0.07% new 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 844 shares; 2025Q2: 844 shares; 2025Q3: 844 shares; 2025Q4: 844 shares 844 $245K 0.07% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares 10,000 $234K 0.06% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 2,883 shares; 2024Q3: 2,883 shares; 2024Q4: 2,269 shares; 2025Q1: 2,269 shares; 2025Q2: 2,287 shares; 2025Q3: 1,787 shares; 2025Q4: 1,385 shares 1,385 $226K 0.06% -402 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,554 shares; 2024Q2: 5,088 shares; 2024Q3: 4,823 shares; 2024Q4: 3,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,780 shares; 2025Q4: 3,556 shares 3,556 $226K 0.06% -1,224 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 7,890 shares; 2024Q2: 8,149 shares; 2024Q3: 7,030 shares; 2024Q4: 6,065 shares; 2025Q1: 6,365 shares; 2025Q2: 6,949 shares; 2025Q3: 6,307 shares; 2025Q4: 3,332 shares 3,332 $225K 0.06% -2,975 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,013 shares; 2024Q4: 1,313 shares; 2025Q1: 1,681 shares; 2025Q2: 1,696 shares; 2025Q3: 1,398 shares; 2025Q4: 1,252 shares 1,252 $217K 0.06% -146 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares 1,554 $211K 0.06% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 444 shares; 2025Q4: 444 shares 444 $210K 0.06% 0 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 556 shares 556 $206K 0.05% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares 2,416 $204K 0.05% new Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,495 shares; 2024Q4: 13,495 shares; 2025Q1: 13,495 shares; 2025Q2: 13,495 shares; 2025Q3: 13,495 shares; 2025Q4: 13,495 shares 13,495 $72K 0.02% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,610 shares; 2024Q4: 17,270 shares; 2025Q1: 17,270 shares; 2025Q2: 17,270 shares; 2025Q3: 17,270 shares; 2025Q4: 17,270 shares 17,270 $23K 0.01% 0 Timeline