ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 418,723 shares; 2024Q2: 433,509 shares; 2024Q3: 426,448 shares; 2024Q4: 435,264 shares; 2025Q1: 437,222 shares; 2025Q2: 431,434 shares; 2025Q3: 434,128 shares; 2025Q4: 434,352 shares 434,352 $64.6M 13.11% +224 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 453,375 shares; 2025Q1: 469,612 shares; 2025Q2: 744,855 shares; 2025Q3: 784,456 shares; 2025Q4: 802,562 shares 802,562 $31.6M 6.42% +18,106 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 254,485 shares; 2024Q2: 264,882 shares; 2024Q3: 311,073 shares; 2024Q4: 338,575 shares; 2025Q1: 332,656 shares; 2025Q2: 315,662 shares; 2025Q3: 316,233 shares; 2025Q4: 319,489 shares 319,489 $27M 5.49% +3,256 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 37,680 shares; 2024Q2: 39,045 shares; 2024Q3: 53,696 shares; 2024Q4: 55,330 shares; 2025Q1: 55,848 shares; 2025Q2: 38,023 shares; 2025Q3: 37,559 shares; 2025Q4: 37,356 shares 37,356 $25.6M 5.19% -203 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 177,060 shares; 2025Q1: 185,903 shares; 2025Q2: 379,166 shares; 2025Q3: 410,549 shares; 2025Q4: 431,370 shares 431,370 $22.8M 4.62% +20,821 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 316,785 shares; 2024Q2: 324,191 shares; 2024Q3: 397,237 shares; 2024Q4: 415,056 shares; 2025Q1: 418,104 shares; 2025Q2: 434,311 shares; 2025Q3: 440,006 shares; 2025Q4: 445,138 shares 445,138 $19.8M 4.02% +5,132 Timeline SGOV 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: 41,785 shares; 2025Q2: 68,390 shares; 2025Q3: 151,407 shares; 2025Q4: 196,923 shares 196,923 $19.8M 4.01% +45,516 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 101,916 shares; 2024Q2: 107,198 shares; 2024Q3: 111,156 shares; 2024Q4: 112,894 shares; 2025Q1: 116,551 shares; 2025Q2: 84,265 shares; 2025Q3: 86,002 shares; 2025Q4: 86,798 shares 86,798 $14.6M 2.96% +796 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 344,802 shares; 2024Q2: 367,706 shares; 2024Q3: 436,008 shares; 2024Q4: 337,830 shares; 2025Q1: 218,669 shares; 2025Q2: 157,959 shares; 2025Q3: 143,849 shares; 2025Q4: 142,343 shares 142,343 $14.2M 2.89% -1,506 Timeline IGM 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: 86,663 shares; 2025Q3: 96,272 shares; 2025Q4: 96,098 shares 96,098 $12.4M 2.52% -174 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 383,328 shares; 2025Q1: 399,357 shares; 2025Q2: 436,176 shares; 2025Q3: 461,871 shares; 2025Q4: 477,957 shares 477,957 $12M 2.45% +16,086 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 226,104 shares; 2025Q1: 236,998 shares; 2025Q2: 365,916 shares; 2025Q3: 382,034 shares; 2025Q4: 389,727 shares 389,727 $11.5M 2.33% +7,693 Timeline FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 23,038 shares; 2024Q3: 47,720 shares; 2024Q4: 67,568 shares; 2025Q1: 146,079 shares; 2025Q2: 146,131 shares; 2025Q3: 122,423 shares; 2025Q4: 121,298 shares 121,298 $8.77M 1.78% -1,125 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: 29,804 shares; 2024Q2: 31,119 shares; 2024Q3: 19,275 shares; 2024Q4: 20,919 shares; 2025Q1: 28,484 shares; 2025Q2: 13,694 shares; 2025Q3: 12,684 shares; 2025Q4: 12,452 shares 12,452 $7.65M 1.55% -232 Timeline IDV 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: 19,225 shares; 2024Q3: 48,838 shares; 2024Q4: 76,303 shares; 2025Q1: 151,713 shares; 2025Q2: 151,000 shares; 2025Q3: 179,042 shares; 2025Q4: 185,536 shares 185,536 $7.32M 1.49% +6,494 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: 398,119 shares; 2024Q2: 409,922 shares; 2024Q3: 445,127 shares; 2024Q4: 236,386 shares; 2025Q1: 239,044 shares; 2025Q2: 109,295 shares; 2025Q3: 106,813 shares; 2025Q4: 105,249 shares 105,249 $6.95M 1.41% -1,564 Timeline GSEW 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: not reported; 2025Q1: not reported; 2025Q2: 66,800 shares; 2025Q3: 71,678 shares; 2025Q4: 75,402 shares 75,402 $6.42M 1.3% +3,724 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; 2024Q1: 1,695 shares; 2024Q2: 1,835 shares; 2024Q3: 1,830 shares; 2024Q4: 1,819 shares; 2025Q1: 2,250 shares; 2025Q2: 27,755 shares; 2025Q3: 32,810 shares; 2025Q4: 33,319 shares 33,319 $6.38M 1.3% +509 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 320,352 shares; 2024Q2: 321,727 shares; 2024Q3: 166,587 shares; 2024Q4: 166,155 shares; 2025Q1: 328,542 shares; 2025Q2: 234,512 shares; 2025Q3: 240,437 shares; 2025Q4: 256,529 shares 256,529 $5.91M 1.2% +16,092 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 193,252 shares; 2024Q2: 203,798 shares; 2024Q3: 158,306 shares; 2024Q4: 100,537 shares; 2025Q1: 100,552 shares; 2025Q2: 47,117 shares; 2025Q3: 45,843 shares; 2025Q4: 45,401 shares 45,401 $5.46M 1.11% -442 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60,669 shares; 2025Q3: 64,428 shares; 2025Q4: 67,745 shares 67,745 $4.7M 0.95% +3,317 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,219 shares; 2025Q3: 108,197 shares; 2025Q4: 115,055 shares 115,055 $4.4M 0.89% +6,858 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: 17,605 shares; 2024Q2: 18,155 shares; 2024Q3: 18,038 shares; 2024Q4: 16,943 shares; 2025Q1: 17,061 shares; 2025Q2: 15,416 shares; 2025Q3: 15,529 shares; 2025Q4: 15,502 shares 15,502 $4.21M 0.86% -27 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: 2,370 shares; 2024Q2: 2,421 shares; 2024Q3: 7,159 shares; 2024Q4: 7,050 shares; 2025Q1: 8,937 shares; 2025Q2: 8,557 shares; 2025Q3: 8,611 shares; 2025Q4: 8,411 shares 8,411 $4.07M 0.83% -200 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,540 shares; 2025Q3: 95,574 shares; 2025Q4: 97,703 shares 97,703 $3.51M 0.71% +2,129 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES 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: 55,185 shares; 2025Q2: 53,409 shares; 2025Q3: 62,971 shares; 2025Q4: 71,399 shares 71,399 $3.51M 0.71% +8,428 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 53,092 shares; 2024Q2: 54,241 shares; 2024Q3: 53,030 shares; 2024Q4: 53,328 shares; 2025Q1: 79,435 shares; 2025Q2: 47,666 shares; 2025Q3: 53,508 shares; 2025Q4: 58,057 shares 58,057 $3.07M 0.62% +4,549 Timeline IVVB 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; 2024Q1: not reported; 2024Q2: 295,489 shares; 2024Q3: 386,395 shares; 2024Q4: 119,105 shares; 2025Q1: 117,883 shares; 2025Q2: 104,335 shares; 2025Q3: 91,954 shares; 2025Q4: 89,010 shares 89,010 $2.94M 0.6% -2,944 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: 207,878 shares; 2024Q2: 211,533 shares; 2024Q3: 37,481 shares; 2024Q4: 115,501 shares; 2025Q1: 113,448 shares; 2025Q2: 111,076 shares; 2025Q3: 107,017 shares; 2025Q4: 105,304 shares 105,304 $2.83M 0.58% -1,713 Timeline IMTM 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: 12,338 shares; 2024Q3: 21,349 shares; 2024Q4: 29,440 shares; 2025Q1: 51,576 shares; 2025Q2: 48,438 shares; 2025Q3: 51,837 shares; 2025Q4: 53,895 shares 53,895 $2.59M 0.52% +2,058 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: 9,840 shares; 2024Q4: 10,945 shares; 2025Q1: 10,992 shares; 2025Q2: 11,079 shares; 2025Q3: 11,088 shares; 2025Q4: 11,120 shares 11,120 $2.54M 0.52% +32 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 146,571 shares; 2024Q2: 148,690 shares; 2024Q3: 36,016 shares; 2024Q4: 107,260 shares; 2025Q1: 90,206 shares; 2025Q2: 88,039 shares; 2025Q3: 84,519 shares; 2025Q4: 83,970 shares 83,970 $2.52M 0.51% -549 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: 13,972 shares; 2024Q2: 12,846 shares; 2024Q3: 11,423 shares; 2024Q4: 10,110 shares; 2025Q1: 8,160 shares; 2025Q2: 4,058 shares; 2025Q3: 4,005 shares; 2025Q4: 4,011 shares 4,011 $2.52M 0.51% +6 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: 59,663 shares; 2024Q2: 60,759 shares; 2024Q3: 40,306 shares; 2024Q4: 41,162 shares; 2025Q1: 40,811 shares; 2025Q2: 23,931 shares; 2025Q3: 23,653 shares; 2025Q4: 23,586 shares 23,586 $2.42M 0.49% -67 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; 2024Q1: 5,151 shares; 2024Q2: 4,510 shares; 2024Q3: 5,028 shares; 2024Q4: 4,981 shares; 2025Q1: 4,874 shares; 2025Q2: 4,922 shares; 2025Q3: 4,916 shares; 2025Q4: 4,925 shares 4,925 $2.4M 0.49% +9 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 6,290 shares; 2024Q3: 11,544 shares; 2024Q4: 14,839 shares; 2025Q1: 15,614 shares; 2025Q2: 17,046 shares; 2025Q3: 16,549 shares; 2025Q4: 16,136 shares 16,136 $2.23M 0.45% -413 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: 13,896 shares; 2025Q1: 13,923 shares; 2025Q2: 45,735 shares; 2025Q3: 49,574 shares; 2025Q4: 55,896 shares 55,896 $2.21M 0.45% +6,322 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; 2024Q1: 207,570 shares; 2024Q2: 213,716 shares; 2024Q3: 54,394 shares; 2024Q4: 105,128 shares; 2025Q1: 98,185 shares; 2025Q2: 95,360 shares; 2025Q3: 91,671 shares; 2025Q4: 91,892 shares 91,892 $2.15M 0.44% +221 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,518 shares; 2024Q2: 14,518 shares; 2024Q3: 14,518 shares; 2024Q4: 14,518 shares; 2025Q1: 14,518 shares; 2025Q2: 13,552 shares; 2025Q3: 16,240 shares; 2025Q4: 14,651 shares 14,651 $2.12M 0.43% -1,589 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: 21,782 shares; 2024Q2: 17,443 shares; 2024Q3: 14,904 shares; 2024Q4: 12,250 shares; 2025Q1: 9,456 shares; 2025Q2: 9,569 shares; 2025Q3: 9,477 shares; 2025Q4: 9,543 shares 9,543 $2.1M 0.43% +66 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: 3,986 shares; 2024Q2: 3,955 shares; 2024Q3: 4,978 shares; 2024Q4: 5,576 shares; 2025Q1: 5,725 shares; 2025Q2: 6,454 shares; 2025Q3: 6,443 shares; 2025Q4: 6,454 shares 6,454 $2.08M 0.42% +11 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: 22,068 shares; 2024Q2: 22,068 shares; 2024Q3: 22,914 shares; 2024Q4: 28,498 shares; 2025Q1: 37,212 shares; 2025Q2: 33,661 shares; 2025Q3: 38,916 shares; 2025Q4: 59,564 shares 59,564 $2M 0.41% +20,648 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: 330 shares; 2024Q2: 4,378 shares; 2024Q3: 8,805 shares; 2024Q4: 13,524 shares; 2025Q1: 11,118 shares; 2025Q2: 10,184 shares; 2025Q3: 10,590 shares; 2025Q4: 10,674 shares 10,674 $1.99M 0.4% +84 Timeline RWK 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: 4,183 shares; 2024Q3: 9,941 shares; 2024Q4: 14,391 shares; 2025Q1: 16,663 shares; 2025Q2: 18,291 shares; 2025Q3: 15,335 shares; 2025Q4: 15,188 shares 15,188 $1.92M 0.39% -147 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 9,513 shares; 2024Q2: 11,814 shares; 2024Q3: 12,939 shares; 2024Q4: 12,853 shares; 2025Q1: 12,051 shares; 2025Q2: 12,692 shares; 2025Q3: 15,672 shares; 2025Q4: 15,792 shares 15,792 $1.88M 0.38% +120 Timeline HYRM 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 82,515 shares; 2025Q2: 88,549 shares; 2025Q3: 73,057 shares; 2025Q4: 77,057 shares 77,057 $1.8M 0.37% +4,000 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 39,262 shares; 2024Q2: 39,696 shares; 2024Q3: 6,948 shares; 2024Q4: 7,095 shares; 2025Q1: 6,898 shares; 2025Q2: 6,765 shares; 2025Q3: 6,498 shares; 2025Q4: 6,336 shares 6,336 $1.75M 0.36% -162 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; 2024Q1: 4,033 shares; 2024Q2: 4,033 shares; 2024Q3: 4,033 shares; 2024Q4: 4,122 shares; 2025Q1: 4,179 shares; 2025Q2: 4,364 shares; 2025Q3: 4,376 shares; 2025Q4: 4,395 shares 4,395 $1.74M 0.35% +19 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; 2024Q1: 6,535 shares; 2024Q2: 5,757 shares; 2024Q3: 5,399 shares; 2024Q4: 5,447 shares; 2025Q1: 5,407 shares; 2025Q2: 5,505 shares; 2025Q3: 4,921 shares; 2025Q4: 5,108 shares 5,108 $1.71M 0.35% +187 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: 7,669 shares; 2024Q2: 7,753 shares; 2024Q3: 11,782 shares; 2024Q4: 9,209 shares; 2025Q1: 10,020 shares; 2025Q2: 10,003 shares; 2025Q3: 9,999 shares; 2025Q4: 9,984 shares 9,984 $1.55M 0.31% -15 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: 6,005 shares; 2024Q2: 4,383 shares; 2024Q3: 5,827 shares; 2024Q4: 6,072 shares; 2025Q1: 6,332 shares; 2025Q2: 6,053 shares; 2025Q3: 6,313 shares; 2025Q4: 6,549 shares 6,549 $1.51M 0.31% +236 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: 8,806 shares; 2024Q3: 19,146 shares; 2024Q4: 27,571 shares; 2025Q1: 30,187 shares; 2025Q2: 33,391 shares; 2025Q3: 30,904 shares; 2025Q4: 30,532 shares 30,532 $1.49M 0.3% -372 Timeline ZSEP 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: 50,040 shares; 2024Q4: 50,040 shares; 2025Q1: 50,040 shares; 2025Q2: 50,040 shares; 2025Q3: 55,261 shares; 2025Q4: 55,228 shares 55,228 $1.48M 0.3% -33 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,821 shares; 2025Q3: 38,209 shares; 2025Q4: 41,808 shares 41,808 $1.48M 0.3% +3,599 Timeline XSMO 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: not reported; 2024Q2: 6,484 shares; 2024Q3: 12,721 shares; 2024Q4: 16,177 shares; 2025Q1: 19,629 shares; 2025Q2: 21,294 shares; 2025Q3: 20,352 shares; 2025Q4: 20,077 shares 20,077 $1.45M 0.29% -275 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 101,050 shares; 2024Q2: 104,512 shares; 2024Q3: 29,938 shares; 2024Q4: 29,520 shares; 2025Q1: 28,475 shares; 2025Q2: 27,765 shares; 2025Q3: 25,884 shares; 2025Q4: 26,179 shares 26,179 $1.28M 0.26% +295 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,685 shares; 2025Q2: 13,662 shares; 2025Q3: 13,703 shares; 2025Q4: 27,543 shares 27,543 $1.25M 0.25% +13,840 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,305 shares; 2025Q2: 28,364 shares; 2025Q3: 28,529 shares; 2025Q4: 28,834 shares 28,834 $1.16M 0.24% +305 Timeline TJAN 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: 40,389 shares; 2025Q2: 41,180 shares; 2025Q3: 41,180 shares; 2025Q4: 41,032 shares 41,032 $1.12M 0.23% -148 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,640 shares; 2024Q2: 10,704 shares; 2024Q3: 10,753 shares; 2024Q4: 10,824 shares; 2025Q1: 10,881 shares; 2025Q2: 10,927 shares; 2025Q3: 10,928 shares; 2025Q4: 10,985 shares 10,985 $1.1M 0.22% +57 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: 594 shares; 2024Q2: 595 shares; 2024Q3: 1,784 shares; 2024Q4: 1,779 shares; 2025Q1: 1,743 shares; 2025Q2: 1,609 shares; 2025Q3: 1,609 shares; 2025Q4: 1,623 shares 1,623 $1.07M 0.22% +14 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; 2024Q1: 38,610 shares; 2024Q2: 37,106 shares; 2024Q3: 42,181 shares; 2024Q4: 41,034 shares; 2025Q1: 42,672 shares; 2025Q2: 42,675 shares; 2025Q3: 42,902 shares; 2025Q4: 42,174 shares 42,174 $1.05M 0.21% -728 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 33,612 shares; 2024Q4: 33,812 shares; 2025Q1: 33,812 shares; 2025Q2: 33,012 shares; 2025Q3: 50,575 shares; 2025Q4: 50,575 shares 50,575 $1.02M 0.21% 0 Timeline BDEC 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: 29,796 shares; 2024Q2: 20,897 shares; 2024Q3: 18,333 shares; 2024Q4: 20,540 shares; 2025Q1: 19,615 shares; 2025Q2: 17,818 shares; 2025Q3: 17,094 shares; 2025Q4: 20,431 shares 20,431 $1.01M 0.21% +3,337 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: 980 shares; 2024Q2: 961 shares; 2024Q3: 1,301 shares; 2024Q4: 1,398 shares; 2025Q1: 1,300 shares; 2025Q2: 1,419 shares; 2025Q3: 1,438 shares; 2025Q4: 1,423 shares 1,423 $970K 0.2% -15 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,325 shares; 2025Q1: 13,558 shares; 2025Q2: 13,665 shares; 2025Q3: 14,709 shares; 2025Q4: 14,775 shares 14,775 $967K 0.2% +66 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; 2024Q1: 12,877 shares; 2024Q2: 9,492 shares; 2024Q3: 9,190 shares; 2024Q4: 8,126 shares; 2025Q1: 5,199 shares; 2025Q2: 5,315 shares; 2025Q3: 4,915 shares; 2025Q4: 5,029 shares 5,029 $960K 0.19% +114 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: not reported; 2024Q2: not reported; 2024Q3: 11,715 shares; 2024Q4: 23,556 shares; 2025Q1: 29,904 shares; 2025Q2: 29,904 shares; 2025Q3: 29,851 shares; 2025Q4: 29,434 shares 29,434 $960K 0.19% -417 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,806 shares; 2024Q2: 21,354 shares; 2024Q3: 21,952 shares; 2024Q4: 28,443 shares; 2025Q1: 32,248 shares; 2025Q2: 33,029 shares; 2025Q3: 29,858 shares; 2025Q4: 30,270 shares 30,270 $943K 0.19% +412 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; 2024Q1: 65,785 shares; 2024Q2: 66,911 shares; 2024Q3: 19,288 shares; 2024Q4: 41,893 shares; 2025Q1: 46,411 shares; 2025Q2: 40,650 shares; 2025Q3: 39,265 shares; 2025Q4: 39,147 shares 39,147 $941K 0.19% -118 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: 4,148 shares; 2024Q2: 3,962 shares; 2024Q3: 4,109 shares; 2024Q4: 3,232 shares; 2025Q1: 3,181 shares; 2025Q2: 2,850 shares; 2025Q3: 2,907 shares; 2025Q4: 2,992 shares 2,992 $937K 0.19% +85 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,708 shares; 2024Q2: 1,599 shares; 2024Q3: 6,564 shares; 2024Q4: 6,565 shares; 2025Q1: 5,529 shares; 2025Q2: 5,080 shares; 2025Q3: 4,934 shares; 2025Q4: 4,934 shares 4,934 $928K 0.19% 0 Timeline SMLF 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: 4,735 shares; 2025Q1: 10,939 shares; 2025Q2: 12,187 shares; 2025Q3: 12,010 shares; 2025Q4: 12,034 shares 12,034 $901K 0.18% +24 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; 2024Q1: 9,289 shares; 2024Q2: 8,189 shares; 2024Q3: 8,305 shares; 2024Q4: 8,345 shares; 2025Q1: 8,393 shares; 2025Q2: 8,440 shares; 2025Q3: 8,490 shares; 2025Q4: 8,538 shares 8,538 $900K 0.18% +48 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; 2024Q1: 25,738 shares; 2024Q2: 24,170 shares; 2024Q3: 22,455 shares; 2024Q4: 18,493 shares; 2025Q1: 8,850 shares; 2025Q2: 8,365 shares; 2025Q3: 8,378 shares; 2025Q4: 8,387 shares 8,387 $895K 0.18% +9 Timeline ZOCT 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: 26,033 shares; 2025Q1: 26,033 shares; 2025Q2: 25,878 shares; 2025Q3: 25,878 shares; 2025Q4: 33,159 shares 33,159 $890K 0.18% +7,281 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 10,125 shares; 2024Q2: 7,881 shares; 2024Q3: 6,645 shares; 2024Q4: 5,767 shares; 2025Q1: 3,701 shares; 2025Q2: 3,604 shares; 2025Q3: 3,421 shares; 2025Q4: 3,383 shares 3,383 $873K 0.18% -38 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: 1,487 shares; 2024Q2: 1,500 shares; 2024Q3: 1,579 shares; 2024Q4: 1,740 shares; 2025Q1: 1,651 shares; 2025Q2: 1,660 shares; 2025Q3: 1,660 shares; 2025Q4: 1,651 shares 1,651 $830K 0.17% -9 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; 2024Q1: 2,387 shares; 2024Q2: 2,105 shares; 2024Q3: 2,109 shares; 2024Q4: 2,112 shares; 2025Q1: 2,114 shares; 2025Q2: 2,042 shares; 2025Q3: 2,044 shares; 2025Q4: 2,000 shares 2,000 $826K 0.17% -44 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 4,750 shares; 2024Q3: 4,256 shares; 2024Q4: 4,148 shares; 2025Q1: 4,598 shares; 2025Q2: 4,614 shares; 2025Q3: 4,628 shares; 2025Q4: 4,994 shares 4,994 $816K 0.17% +366 Timeline JAJL 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: 19,979 shares; 2025Q2: 26,595 shares; 2025Q3: 28,011 shares; 2025Q4: 27,788 shares 27,788 $808K 0.16% -223 Timeline ZDEK 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: 18,240 shares; 2025Q1: 18,240 shares; 2025Q2: 18,240 shares; 2025Q3: 17,486 shares; 2025Q4: 31,028 shares 31,028 $799K 0.16% +13,542 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 79,841 shares; 2025Q1: 82,529 shares; 2025Q2: 16,491 shares; 2025Q3: 15,930 shares; 2025Q4: 15,706 shares 15,706 $794K 0.16% -224 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,856 shares; 2024Q2: 1,856 shares; 2024Q3: 1,856 shares; 2024Q4: 1,856 shares; 2025Q1: 1,857 shares; 2025Q2: 1,858 shares; 2025Q3: 1,858 shares; 2025Q4: 1,859 shares 1,859 $784K 0.16% +1 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: 12,961 shares; 2024Q2: 12,873 shares; 2024Q3: 14,108 shares; 2024Q4: 13,633 shares; 2025Q1: 14,510 shares; 2025Q2: 17,538 shares; 2025Q3: 17,737 shares; 2025Q4: 19,013 shares 19,013 $774K 0.16% +1,276 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: 42,144 shares; 2024Q2: 37,277 shares; 2024Q3: 29,824 shares; 2024Q4: 27,801 shares; 2025Q1: 15,683 shares; 2025Q2: 16,311 shares; 2025Q3: 15,650 shares; 2025Q4: 16,402 shares 16,402 $768K 0.16% +752 Timeline TJUL 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: 25,176 shares; 2024Q2: 25,176 shares; 2024Q3: 24,949 shares; 2024Q4: 24,720 shares; 2025Q1: 20,638 shares; 2025Q2: 20,638 shares; 2025Q3: 25,662 shares; 2025Q4: 25,662 shares 25,662 $759K 0.15% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,548 shares; 2025Q4: 11,604 shares 11,604 $748K 0.15% +56 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; 2024Q1: 2,905 shares; 2024Q2: 2,296 shares; 2024Q3: 2,679 shares; 2024Q4: 2,845 shares; 2025Q1: 2,752 shares; 2025Q2: 2,576 shares; 2025Q3: 2,500 shares; 2025Q4: 2,514 shares 2,514 $730K 0.15% +14 Timeline ZALT 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: 9,061 shares; 2024Q3: 9,061 shares; 2024Q4: 15,116 shares; 2025Q1: 20,151 shares; 2025Q2: 20,018 shares; 2025Q3: 21,802 shares; 2025Q4: 22,389 shares 22,389 $729K 0.15% +587 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; 2024Q1: 36,862 shares; 2024Q2: 29,050 shares; 2024Q3: 22,654 shares; 2024Q4: 16,626 shares; 2025Q1: 12,152 shares; 2025Q2: 11,109 shares; 2025Q3: 9,181 shares; 2025Q4: 8,974 shares 8,974 $716K 0.15% -207 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: 4,566 shares; 2024Q2: 6,664 shares; 2024Q3: 5,239 shares; 2024Q4: 3,101 shares; 2025Q1: 6,595 shares; 2025Q2: 6,732 shares; 2025Q3: 1,488 shares; 2025Q4: 1,566 shares 1,566 $704K 0.14% +78 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,601 shares; 2024Q2: 13,986 shares; 2024Q3: 27,472 shares; 2024Q4: 17,897 shares; 2025Q1: 16,870 shares; 2025Q2: 16,892 shares; 2025Q3: 15,098 shares; 2025Q4: 15,048 shares 15,048 $700K 0.14% -50 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: 2,165 shares; 2024Q3: 1,982 shares; 2024Q4: 1,981 shares; 2025Q1: 1,984 shares; 2025Q2: 1,987 shares; 2025Q3: 1,991 shares; 2025Q4: 1,995 shares 1,995 $700K 0.14% +4 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,468 shares; 2024Q4: 9,129 shares; 2025Q1: 9,129 shares; 2025Q2: 9,129 shares; 2025Q3: 8,710 shares; 2025Q4: 8,710 shares 8,710 $682K 0.14% 0 Timeline SCHO 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: 69,902 shares; 2024Q2: 57,461 shares; 2024Q3: 41,361 shares; 2024Q4: 56,666 shares; 2025Q1: 33,240 shares; 2025Q2: 30,397 shares; 2025Q3: 28,315 shares; 2025Q4: 26,512 shares 26,512 $646K 0.13% -1,803 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; 2024Q1: 3,617 shares; 2024Q2: 4,351 shares; 2024Q3: 4,758 shares; 2024Q4: 4,743 shares; 2025Q1: 4,708 shares; 2025Q2: 4,516 shares; 2025Q3: 4,497 shares; 2025Q4: 4,493 shares 4,493 $644K 0.13% -4 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,442 shares; 2024Q2: 3,161 shares; 2024Q3: 6,821 shares; 2024Q4: 7,858 shares; 2025Q1: 7,598 shares; 2025Q2: 7,339 shares; 2025Q3: 7,060 shares; 2025Q4: 6,734 shares 6,734 $636K 0.13% -326 Timeline UBCP UNITED BANCORP INC OHIO More: the full row for UNITED BANCORP INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 44,270 shares; 2024Q2: 44,270 shares; 2024Q3: 44,270 shares; 2024Q4: 44,270 shares; 2025Q1: 44,270 shares; 2025Q2: 44,270 shares; 2025Q3: 44,270 shares; 2025Q4: 44,270 shares 44,270 $635K 0.13% 0 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: 1,659 shares; 2024Q2: 1,673 shares; 2024Q3: 1,695 shares; 2024Q4: 1,703 shares; 2025Q1: 1,691 shares; 2025Q2: 1,403 shares; 2025Q3: 1,385 shares; 2025Q4: 1,340 shares 1,340 $634K 0.13% -45 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: 11,500 shares; 2024Q2: 11,447 shares; 2024Q3: 22,936 shares; 2024Q4: 15,996 shares; 2025Q1: 16,251 shares; 2025Q2: 7,588 shares; 2025Q3: 7,304 shares; 2025Q4: 7,053 shares 7,053 $631K 0.13% -251 Timeline IGLB 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: 9,249 shares; 2024Q3: 33,552 shares; 2024Q4: 55,780 shares; 2025Q1: 21,615 shares; 2025Q2: 18,598 shares; 2025Q3: 11,808 shares; 2025Q4: 11,940 shares 11,940 $602K 0.12% +132 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,082 shares; 2024Q4: not reported; 2025Q1: 2,569 shares; 2025Q2: 2,383 shares; 2025Q3: 2,383 shares; 2025Q4: 2,085 shares 2,085 $595K 0.12% -298 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: 56,724 shares; 2024Q2: 59,129 shares; 2024Q3: 30,054 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 3,320 shares 3,320 $590K 0.12% +425 Timeline ZNOV 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: 9,421 shares; 2025Q1: 9,421 shares; 2025Q2: 9,421 shares; 2025Q3: 9,421 shares; 2025Q4: 21,902 shares 21,902 $584K 0.12% +12,481 Timeline QUAL 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: 5,823 shares; 2024Q4: 3,223 shares; 2025Q1: 3,031 shares; 2025Q2: 2,985 shares; 2025Q3: 2,982 shares; 2025Q4: 2,940 shares 2,940 $584K 0.12% -42 Timeline MUB 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: 3,888 shares; 2024Q4: 5,107 shares; 2025Q1: 5,389 shares; 2025Q2: 5,137 shares; 2025Q3: 5,067 shares; 2025Q4: 5,366 shares 5,366 $575K 0.12% +299 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,164 shares; 2025Q4: 22,356 shares 22,356 $573K 0.12% -808 Timeline BMAR 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: 17,774 shares; 2024Q2: 11,564 shares; 2024Q3: 10,799 shares; 2024Q4: 10,799 shares; 2025Q1: 10,445 shares; 2025Q2: 10,445 shares; 2025Q3: 10,445 shares; 2025Q4: 10,445 shares 10,445 $554K 0.11% 0 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,101 shares; 2024Q4: 10,101 shares; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,122 shares; 2025Q4: 10,165 shares 10,165 $542K 0.11% +43 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: 3,232 shares; 2024Q4: 3,225 shares; 2025Q1: 3,228 shares; 2025Q2: 3,234 shares; 2025Q3: 4,757 shares; 2025Q4: 4,757 shares 4,757 $530K 0.11% 0 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; 2024Q1: 9,480 shares; 2024Q2: 8,933 shares; 2024Q3: 8,596 shares; 2024Q4: 8,560 shares; 2025Q1: 7,609 shares; 2025Q2: 3,809 shares; 2025Q3: 3,710 shares; 2025Q4: 3,678 shares 3,678 $528K 0.11% -32 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES 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: not reported; 2025Q4: 3,360 shares 3,360 $521K 0.11% new 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: 1,554 shares; 2024Q2: 1,570 shares; 2024Q3: 1,662 shares; 2024Q4: 1,647 shares; 2025Q1: 1,657 shares; 2025Q2: 1,667 shares; 2025Q3: 1,659 shares; 2025Q4: 1,733 shares 1,733 $513K 0.1% +74 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: not reported; 2024Q2: not reported; 2024Q3: 3,772 shares; 2024Q4: 2,160 shares; 2025Q1: 1,584 shares; 2025Q2: 1,504 shares; 2025Q3: 1,723 shares; 2025Q4: 3,542 shares 3,542 $510K 0.1% +1,819 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 14,900 shares; 2024Q2: 15,304 shares; 2024Q3: 17,030 shares; 2024Q4: 16,929 shares; 2025Q1: 16,943 shares; 2025Q2: 10,163 shares; 2025Q3: 10,399 shares; 2025Q4: 10,305 shares 10,305 $498K 0.1% -94 Timeline ZFEB 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: 12,095 shares; 2025Q2: 19,382 shares; 2025Q3: 19,382 shares; 2025Q4: 19,382 shares 19,382 $492K 0.1% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: 6,746 shares; 2024Q3: 17,881 shares; 2024Q4: 28,438 shares; 2025Q1: 10,777 shares; 2025Q2: 8,992 shares; 2025Q3: 6,216 shares; 2025Q4: 5,915 shares 5,915 $490K 0.1% -301 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 19,604 shares; 2024Q2: 15,932 shares; 2024Q3: 14,799 shares; 2024Q4: 11,716 shares; 2025Q1: 9,960 shares; 2025Q2: 8,972 shares; 2025Q3: 7,168 shares; 2025Q4: 5,087 shares 5,087 $484K 0.1% -2,081 Timeline BNOV 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: 11,193 shares; 2024Q2: 8,095 shares; 2024Q3: 7,707 shares; 2024Q4: 7,503 shares; 2025Q1: 6,474 shares; 2025Q2: 6,474 shares; 2025Q3: 6,351 shares; 2025Q4: 10,802 shares 10,802 $480K 0.1% +4,451 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: 6,950 shares; 2025Q2: 7,847 shares; 2025Q3: 4,829 shares; 2025Q4: 6,298 shares 6,298 $480K 0.1% +1,469 Timeline ZAUG 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: not reported; 2025Q2: not reported; 2025Q3: 17,542 shares; 2025Q4: 17,542 shares 17,542 $469K 0.1% 0 Timeline BSEP 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: 173,066 shares; 2024Q2: 14,798 shares; 2024Q3: 13,502 shares; 2024Q4: 10,429 shares; 2025Q1: 9,540 shares; 2025Q2: 6,648 shares; 2025Q3: 9,603 shares; 2025Q4: 9,499 shares 9,499 $468K 0.09% -104 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,005 shares; 2024Q2: 16,162 shares; 2024Q3: 13,562 shares; 2024Q4: 12,098 shares; 2025Q1: 10,273 shares; 2025Q2: 9,963 shares; 2025Q3: 9,458 shares; 2025Q4: 8,555 shares 8,555 $461K 0.09% -903 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; 2024Q1: 2,923 shares; 2024Q2: 2,931 shares; 2024Q3: 2,955 shares; 2024Q4: 2,961 shares; 2025Q1: 2,968 shares; 2025Q2: 2,975 shares; 2025Q3: 2,982 shares; 2025Q4: 2,988 shares 2,988 $459K 0.09% +6 Timeline BUFB 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,434 shares 12,434 $456K 0.09% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 971 shares; 2024Q2: 1,152 shares; 2024Q3: 1,402 shares; 2024Q4: 1,400 shares; 2025Q1: 1,473 shares; 2025Q2: 1,481 shares; 2025Q3: 1,472 shares; 2025Q4: 1,480 shares 1,480 $452K 0.09% +8 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: 398 shares; 2024Q2: 415 shares; 2024Q3: 415 shares; 2024Q4: 410 shares; 2025Q1: 411 shares; 2025Q2: 422 shares; 2025Q3: 420 shares; 2025Q4: 420 shares 420 $452K 0.09% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,316 shares; 2024Q4: 3,321 shares; 2025Q1: 3,325 shares; 2025Q2: 3,330 shares; 2025Q3: 3,461 shares; 2025Q4: 3,465 shares 3,465 $450K 0.09% +4 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; 2024Q1: 5,494 shares; 2024Q2: 5,084 shares; 2024Q3: 4,933 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,930 shares 8,930 $441K 0.09% new Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST 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: 19,918 shares; 2025Q4: 19,918 shares 19,918 $441K 0.09% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,602 shares; 2024Q4: 4,558 shares; 2025Q1: 7,288 shares; 2025Q2: 7,832 shares; 2025Q3: 7,909 shares; 2025Q4: 7,878 shares 7,878 $431K 0.09% -31 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,243 shares; 2024Q4: 13,379 shares; 2025Q1: 11,086 shares; 2025Q2: 11,103 shares; 2025Q3: 9,858 shares; 2025Q4: 9,221 shares 9,221 $425K 0.09% -637 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 39,012 shares; 2025Q4: 38,148 shares 38,148 $409K 0.08% -864 Timeline ZJAN 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: 15,955 shares; 2025Q2: 15,955 shares; 2025Q3: 15,955 shares; 2025Q4: 14,867 shares 14,867 $407K 0.08% -1,088 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: 1,430 shares; 2024Q2: 2,017 shares; 2024Q3: 2,350 shares; 2024Q4: 2,327 shares; 2025Q1: 2,169 shares; 2025Q2: 2,098 shares; 2025Q3: 1,929 shares; 2025Q4: 1,906 shares 1,906 $394K 0.08% -23 Timeline AJUL 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: 13,458 shares; 2024Q4: 13,458 shares; 2025Q1: 13,458 shares; 2025Q2: 13,458 shares; 2025Q3: 13,458 shares; 2025Q4: 13,458 shares 13,458 $391K 0.08% 0 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; 2024Q1: 5,634 shares; 2024Q2: 8,014 shares; 2024Q3: 8,014 shares; 2024Q4: 8,014 shares; 2025Q1: 7,792 shares; 2025Q2: 7,489 shares; 2025Q3: 7,489 shares; 2025Q4: 7,489 shares 7,489 $380K 0.08% 0 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: 1,116 shares; 2024Q3: not reported; 2024Q4: 1,147 shares; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,209 shares; 2025Q4: 1,210 shares 1,210 $380K 0.08% +1 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: 1,235 shares; 2024Q2: not reported; 2024Q3: 1,166 shares; 2024Q4: not reported; 2025Q1: 1,084 shares; 2025Q2: 1,067 shares; 2025Q3: 1,150 shares; 2025Q4: 1,218 shares 1,218 $375K 0.08% +68 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: 2,985 shares; 2025Q2: 2,909 shares; 2025Q3: 3,086 shares; 2025Q4: 3,098 shares 3,098 $373K 0.08% +12 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,019 shares; 2024Q2: 2,025 shares; 2024Q3: 2,030 shares; 2024Q4: 2,035 shares; 2025Q1: 2,041 shares; 2025Q2: 2,046 shares; 2025Q3: 2,051 shares; 2025Q4: 2,056 shares 2,056 $371K 0.08% +5 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,249 shares; 2024Q2: 5,237 shares; 2024Q3: 4,665 shares; 2024Q4: 4,316 shares; 2025Q1: 3,065 shares; 2025Q2: 3,084 shares; 2025Q3: 3,071 shares; 2025Q4: 3,042 shares 3,042 $370K 0.08% -29 Timeline ROKU ROKU INC More: the full row for ROKU 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: 3,200 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $369K 0.07% 0 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: 6,437 shares; 2024Q2: 4,834 shares; 2024Q3: 4,232 shares; 2024Q4: 3,250 shares; 2025Q1: 2,156 shares; 2025Q2: 2,052 shares; 2025Q3: 1,713 shares; 2025Q4: 1,729 shares 1,729 $366K 0.07% +16 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,188 shares; 2024Q4: 5,188 shares; 2025Q1: 5,188 shares; 2025Q2: 5,188 shares; 2025Q3: 4,839 shares; 2025Q4: 4,839 shares 4,839 $357K 0.07% 0 Timeline PFLT PENNANTPARK FLOATING RATE CA More: the full row for PENNANTPARK FLOATING RATE CA 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: 38,499 shares; 2025Q4: 38,499 shares 38,499 $357K 0.07% 0 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 18,013 shares; 2024Q2: 16,839 shares; 2024Q3: 12,289 shares; 2024Q4: 11,367 shares; 2025Q1: 9,017 shares; 2025Q2: 6,595 shares; 2025Q3: 5,790 shares; 2025Q4: 5,298 shares 5,298 $349K 0.07% -492 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: not reported; 2024Q2: not reported; 2024Q3: 4,964 shares; 2024Q4: 3,045 shares; 2025Q1: 2,427 shares; 2025Q2: 3,279 shares; 2025Q3: 3,292 shares; 2025Q4: 2,249 shares 2,249 $349K 0.07% -1,043 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 19,268 shares; 2025Q4: 19,268 shares 19,268 $347K 0.07% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 5,065 shares; 2024Q2: 6,777 shares; 2024Q3: 6,332 shares; 2024Q4: 5,631 shares; 2025Q1: 2,671 shares; 2025Q2: 2,618 shares; 2025Q3: 2,519 shares; 2025Q4: 2,427 shares 2,427 $342K 0.07% -92 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,103 shares; 2025Q2: 5,341 shares; 2025Q3: 5,373 shares; 2025Q4: 5,463 shares 5,463 $341K 0.07% +90 Timeline BJAN 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: 11,951 shares; 2024Q2: 8,299 shares; 2024Q3: 7,751 shares; 2024Q4: 6,502 shares; 2025Q1: 6,439 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,110 shares 6,110 $336K 0.07% -164 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: 4,931 shares; 2024Q2: 4,530 shares; 2024Q3: 4,664 shares; 2024Q4: 3,923 shares; 2025Q1: 4,499 shares; 2025Q2: 4,701 shares; 2025Q3: 5,596 shares; 2025Q4: 5,822 shares 5,822 $336K 0.07% +226 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,666 shares; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 1,666 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares 1,466 $332K 0.07% 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; 2024Q1: 3,751 shares; 2024Q2: 3,742 shares; 2024Q3: 3,602 shares; 2024Q4: 3,588 shares; 2025Q1: 3,602 shares; 2025Q2: 3,502 shares; 2025Q3: 3,417 shares; 2025Q4: 2,910 shares 2,910 $331K 0.07% -507 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: 4,565 shares; 2024Q4: 4,551 shares; 2025Q1: 4,429 shares; 2025Q2: 4,440 shares; 2025Q3: 4,243 shares; 2025Q4: 4,188 shares 4,188 $323K 0.07% -55 Timeline IVW 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: 4,236 shares; 2024Q4: 2,545 shares; 2025Q1: 2,458 shares; 2025Q2: 2,494 shares; 2025Q3: 2,556 shares; 2025Q4: 2,552 shares 2,552 $315K 0.06% -4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 3,019 shares; 2024Q2: 3,038 shares; 2024Q3: 3,258 shares; 2024Q4: 3,482 shares; 2025Q1: 3,349 shares; 2025Q2: 3,411 shares; 2025Q3: 3,319 shares; 2025Q4: 3,348 shares 3,348 $313K 0.06% +29 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 16,660 shares; 2024Q2: 16,849 shares; 2024Q3: 17,047 shares; 2024Q4: 17,226 shares; 2025Q1: 17,388 shares; 2025Q2: 17,569 shares; 2025Q3: 17,730 shares; 2025Q4: 17,890 shares 17,890 $310K 0.06% +160 Timeline SPHY 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: 39,771 shares; 2024Q2: 31,526 shares; 2024Q3: 27,091 shares; 2024Q4: 22,576 shares; 2025Q1: 17,084 shares; 2025Q2: 17,090 shares; 2025Q3: 12,626 shares; 2025Q4: 12,992 shares 12,992 $308K 0.06% +366 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,560 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares 2,560 $307K 0.06% 0 Timeline AOR 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: 3,786 shares; 2024Q3: 4,016 shares; 2024Q4: 4,052 shares; 2025Q1: 4,001 shares; 2025Q2: 4,378 shares; 2025Q3: 4,342 shares; 2025Q4: 4,641 shares 4,641 $302K 0.06% +299 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,771 shares; 2025Q1: 2,371 shares; 2025Q2: 2,372 shares; 2025Q3: 2,373 shares; 2025Q4: 2,373 shares 2,373 $299K 0.06% 0 Timeline BLV 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,101 shares; 2025Q2: 7,185 shares; 2025Q3: 4,194 shares; 2025Q4: 4,259 shares 4,259 $296K 0.06% +65 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: 511 shares; 2024Q2: 454 shares; 2024Q3: 332 shares; 2024Q4: 328 shares; 2025Q1: 329 shares; 2025Q2: 342 shares; 2025Q3: 343 shares; 2025Q4: 339 shares 339 $292K 0.06% -4 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: not reported; 2024Q2: not reported; 2024Q3: 1,747 shares; 2024Q4: not reported; 2025Q1: 1,051 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,399 shares 2,399 $286K 0.06% new Timeline SMMD 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: 3,887 shares; 2025Q2: 3,887 shares; 2025Q3: 3,887 shares; 2025Q4: 3,778 shares 3,778 $283K 0.06% -109 Timeline QEFA 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: 11,794 shares; 2024Q2: 11,379 shares; 2024Q3: 9,665 shares; 2024Q4: 7,102 shares; 2025Q1: 3,249 shares; 2025Q2: 3,106 shares; 2025Q3: 3,057 shares; 2025Q4: 3,100 shares 3,100 $281K 0.06% +43 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 63,811 shares; 2024Q2: 50,088 shares; 2024Q3: 40,533 shares; 2024Q4: 29,848 shares; 2025Q1: 21,765 shares; 2025Q2: 21,568 shares; 2025Q3: 17,155 shares; 2025Q4: 9,716 shares 9,716 $280K 0.06% -7,439 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: 1,076 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,051 shares 1,051 $270K 0.05% -4 Timeline BSV 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; 2024Q1: 4,450 shares; 2024Q2: 4,490 shares; 2024Q3: 4,099 shares; 2024Q4: 3,607 shares; 2025Q1: 3,361 shares; 2025Q2: 3,366 shares; 2025Q3: 3,372 shares; 2025Q4: 3,416 shares 3,416 $269K 0.05% +44 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,924 shares; 2025Q1: 1,921 shares; 2025Q2: 2,020 shares; 2025Q3: 1,859 shares; 2025Q4: 1,767 shares 1,767 $269K 0.05% -92 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,073 shares; 2024Q2: 6,785 shares; 2024Q3: 8,151 shares; 2024Q4: 5,062 shares; 2025Q1: 2,346 shares; 2025Q2: 2,343 shares; 2025Q3: 2,338 shares; 2025Q4: 2,357 shares 2,357 $269K 0.05% +19 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM 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: not reported; 2025Q4: 3,527 shares 3,527 $263K 0.05% new 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: 3,473 shares; 2024Q4: 3,471 shares; 2025Q1: 3,695 shares; 2025Q2: 3,721 shares; 2025Q3: 3,673 shares; 2025Q4: 3,727 shares 3,727 $261K 0.05% +54 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P 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: 13,608 shares; 2025Q4: 15,797 shares 15,797 $260K 0.05% +2,189 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 315 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares 316 $259K 0.05% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,563 shares; 2024Q2: 2,302 shares; 2024Q3: 2,312 shares; 2024Q4: 2,289 shares; 2025Q1: 2,270 shares; 2025Q2: 2,263 shares; 2025Q3: 2,182 shares; 2025Q4: 2,191 shares 2,191 $257K 0.05% +9 Timeline EWC ISHARES INC More: the full row for ISHARES 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: 4,661 shares; 2025Q3: 4,694 shares; 2025Q4: 4,698 shares 4,698 $253K 0.05% +4 Timeline AJAN 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: 16,238 shares; 2024Q2: 18,146 shares; 2024Q3: 18,146 shares; 2024Q4: 18,146 shares; 2025Q1: 18,146 shares; 2025Q2: 18,146 shares; 2025Q3: 18,146 shares; 2025Q4: 8,942 shares 8,942 $249K 0.05% -9,204 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,857 shares; 2024Q4: not reported; 2025Q1: 1,565 shares; 2025Q2: 1,568 shares; 2025Q3: 1,570 shares; 2025Q4: 1,544 shares 1,544 $248K 0.05% -26 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: not reported; 2024Q2: not reported; 2024Q3: 9,270 shares; 2024Q4: 8,410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,880 shares; 2025Q4: 9,942 shares 9,942 $248K 0.05% +62 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; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 421 shares; 2025Q3: 523 shares; 2025Q4: 528 shares 528 $248K 0.05% +5 Timeline TACK CAPITOL SER TR More: the full row for CAPITOL SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 24,082 shares; 2024Q2: 23,580 shares; 2024Q3: 18,758 shares; 2024Q4: 17,676 shares; 2025Q1: 12,117 shares; 2025Q2: 10,980 shares; 2025Q3: 8,812 shares; 2025Q4: 8,062 shares 8,062 $242K 0.05% -750 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY 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: not reported; 2025Q2: 9,922 shares; 2025Q3: 10,129 shares; 2025Q4: 10,333 shares 10,333 $241K 0.05% +204 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,309 shares; 2025Q2: 2,315 shares; 2025Q3: 2,260 shares; 2025Q4: 2,672 shares 2,672 $240K 0.05% +412 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,929 shares; 2024Q4: 3,695 shares; 2025Q1: 3,629 shares; 2025Q2: 3,596 shares; 2025Q3: 3,601 shares; 2025Q4: 2,599 shares 2,599 $238K 0.05% -1,002 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: 691 shares; 2024Q4: 686 shares; 2025Q1: 704 shares; 2025Q2: 705 shares; 2025Q3: 692 shares; 2025Q4: 686 shares 686 $236K 0.05% -6 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 1,090 shares; 2024Q2: 1,106 shares; 2024Q3: 1,186 shares; 2024Q4: 649 shares; 2025Q1: 633 shares; 2025Q2: 636 shares; 2025Q3: 639 shares; 2025Q4: 643 shares 643 $225K 0.05% +4 Timeline PEO ADAM NAT RES FD INC More: the full row for ADAM NAT RES FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 8,718 shares; 2024Q2: 8,756 shares; 2024Q3: 8,964 shares; 2024Q4: 9,373 shares; 2025Q1: 9,594 shares; 2025Q2: 9,834 shares; 2025Q3: 10,074 shares; 2025Q4: 10,301 shares 10,301 $224K 0.05% +227 Timeline BFEB 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: 9,057 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,097 shares; 2025Q3: 5,088 shares; 2025Q4: 4,597 shares 4,597 $224K 0.05% -491 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,325 shares; 2025Q1: 1,372 shares; 2025Q2: not reported; 2025Q3: 1,544 shares; 2025Q4: 1,531 shares 1,531 $220K 0.04% -13 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 205 shares; 2025Q1: 211 shares; 2025Q2: 212 shares; 2025Q3: 207 shares; 2025Q4: 204 shares 204 $219K 0.04% -3 Timeline ZMAR 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: not reported; 2025Q2: 7,983 shares; 2025Q3: 7,925 shares; 2025Q4: 7,925 shares 7,925 $218K 0.04% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET 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: 1,050 shares 1,050 $216K 0.04% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,726 shares; 2025Q4: 5,783 shares 5,783 $212K 0.04% +57 Timeline TOCT 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,942 shares 7,942 $211K 0.04% new 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; 2024Q1: 15,973 shares; 2024Q2: 16,099 shares; 2024Q3: 19,706 shares; 2024Q4: 18,779 shares; 2025Q1: 3,832 shares; 2025Q2: 3,418 shares; 2025Q3: 3,433 shares; 2025Q4: 4,918 shares 4,918 $210K 0.04% +1,485 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 2,996 shares; 2024Q2: 3,193 shares; 2024Q3: 2,114 shares; 2024Q4: 1,567 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,191 shares; 2025Q4: 1,200 shares 1,200 $209K 0.04% +9 Timeline EFV 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: 4,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,924 shares 2,924 $209K 0.04% new Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,026 shares; 2024Q2: 20,026 shares; 2024Q3: 20,026 shares; 2024Q4: 20,026 shares; 2025Q1: 20,026 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 15,000 shares 15,000 $206K 0.04% -5,000 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST 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: not reported; 2025Q2: not reported; 2025Q3: 8,074 shares; 2025Q4: 8,300 shares 8,300 $206K 0.04% +226 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,744 shares; 2025Q4: 1,736 shares 1,736 $204K 0.04% -8 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 29,874 shares; 2024Q2: 30,134 shares; 2024Q3: 24,735 shares; 2024Q4: 24,670 shares; 2025Q1: 25,007 shares; 2025Q2: 21,437 shares; 2025Q3: 21,275 shares; 2025Q4: 16,927 shares 16,927 $142K 0.03% -4,348 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 26,603 shares; 2024Q2: 27,193 shares; 2024Q3: 22,135 shares; 2024Q4: 22,635 shares; 2025Q1: 23,386 shares; 2025Q2: 20,489 shares; 2025Q3: 20,888 shares; 2025Q4: 14,845 shares 14,845 $119K 0.02% -6,043 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 20,873 shares; 2024Q2: 20,916 shares; 2024Q3: 20,959 shares; 2024Q4: 21,009 shares; 2025Q1: 21,059 shares; 2025Q2: 18,471 shares; 2025Q3: 17,510 shares; 2025Q4: 16,771 shares 16,771 $101K 0.02% -739 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 22,080 shares; 2024Q2: 22,128 shares; 2024Q3: 22,175 shares; 2024Q4: 21,521 shares; 2025Q1: 21,551 shares; 2025Q2: 15,269 shares; 2025Q3: 15,298 shares; 2025Q4: 14,982 shares 14,982 $92.4K 0.02% -316 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 35,379 shares; 2024Q2: 35,446 shares; 2024Q3: 35,512 shares; 2024Q4: 34,894 shares; 2025Q1: 34,949 shares; 2025Q2: 24,311 shares; 2025Q3: 24,362 shares; 2025Q4: 13,044 shares 13,044 $67.3K 0.01% -11,318 Timeline NIO NIO INC More: the full row for NIO 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: 10,834 shares; 2025Q4: 10,834 shares 10,834 $55.3K 0.01% 0 Timeline DHY CREDIT SUISSE HIGH YIELD CRE More: the full row for CREDIT SUISSE HIGH YIELD CRE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: 31,527 shares; 2024Q2: 31,602 shares; 2024Q3: 31,675 shares; 2024Q4: 30,829 shares; 2025Q1: 30,884 shares; 2025Q2: 15,944 shares; 2025Q3: 14,879 shares; 2025Q4: 10,644 shares 10,644 $21.3K <0.01% -4,235 Timeline MVSTW MICROVAST HOLDINGS INC More: the full row for MICROVAST HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 233,368 shares; 2024Q4: 225,401 shares; 2025Q1: 225,401 shares; 2025Q2: 210,374 shares; 2025Q3: 180,374 shares; 2025Q4: 124,374 shares 124,374 $11.8K <0.01% -56,000 Timeline