QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,148 shares; 2024Q4: 42,802 shares; 2025Q1: 45,598 shares; 2025Q2: 45,097 shares; 2025Q3: 44,835 shares; 2025Q4: 44,536 shares; 2026Q1: 44,234 shares; 2026Q2: 44,954 shares 44,954 $33.1M 8.04% +720 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,720 shares; 2024Q4: 255,533 shares; 2025Q1: 270,585 shares; 2025Q2: 278,627 shares; 2025Q3: 291,339 shares; 2025Q4: 303,196 shares; 2026Q1: 307,314 shares; 2026Q2: 319,921 shares 319,921 $15.4M 3.74% +12,607 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 30,467 shares; 2024Q4: 30,521 shares; 2025Q1: 290,497 shares; 2025Q2: 274,830 shares; 2025Q3: 276,853 shares; 2025Q4: 292,764 shares; 2026Q1: 292,161 shares; 2026Q2: 297,842 shares 297,842 $14.1M 3.41% +5,681 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,983 shares; 2024Q4: 43,132 shares; 2025Q1: 46,288 shares; 2025Q2: 48,229 shares; 2025Q3: 50,782 shares; 2025Q4: 51,998 shares; 2026Q1: 52,153 shares; 2026Q2: 51,841 shares 51,841 $12.6M 3.05% -312 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 52,022 shares; 2024Q4: 52,292 shares; 2025Q1: 63,408 shares; 2025Q2: 80,825 shares; 2025Q3: 104,764 shares; 2025Q4: 169,685 shares; 2026Q1: 246,289 shares; 2026Q2: 249,935 shares 249,935 $12.3M 2.99% +3,646 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 34,395 shares; 2024Q4: 37,811 shares; 2025Q1: 52,564 shares; 2025Q2: 59,654 shares; 2025Q3: 64,593 shares; 2025Q4: 67,399 shares; 2026Q1: 68,615 shares; 2026Q2: 72,886 shares 72,886 $11.8M 2.86% +4,271 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285,610 shares; 2026Q1: 282,571 shares; 2026Q2: 273,071 shares 273,071 $9.98M 2.42% -9,500 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,427 shares; 2024Q4: 10,347 shares; 2025Q1: 10,044 shares; 2025Q2: 9,955 shares; 2025Q3: 10,739 shares; 2025Q4: 11,156 shares; 2026Q1: 11,574 shares; 2026Q2: 13,506 shares 13,506 $9.28M 2.25% +1,932 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,555 shares; 2024Q4: 13,583 shares; 2025Q1: 20,595 shares; 2025Q2: 23,778 shares; 2025Q3: 47,386 shares; 2025Q4: 60,498 shares; 2026Q1: 174,774 shares; 2026Q2: 197,881 shares 197,881 $8.56M 2.08% +23,107 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,463 shares; 2024Q4: 155,146 shares; 2025Q1: 152,174 shares; 2025Q2: 149,687 shares; 2025Q3: 144,032 shares; 2025Q4: 142,784 shares; 2026Q1: 139,168 shares; 2026Q2: 160,155 shares 160,155 $8.45M 2.05% +20,987 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,352 shares; 2025Q3: 92,683 shares; 2025Q4: 120,158 shares; 2026Q1: 135,394 shares; 2026Q2: 131,304 shares 131,304 $7.92M 1.92% -4,090 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; 2024Q3: 222,298 shares; 2024Q4: 196,108 shares; 2025Q1: 175,097 shares; 2025Q2: 174,146 shares; 2025Q3: 163,252 shares; 2025Q4: 164,777 shares; 2026Q1: 165,990 shares; 2026Q2: 159,091 shares 159,091 $7.24M 1.76% -6,899 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 123,732 shares; 2024Q4: 130,752 shares; 2025Q1: 123,285 shares; 2025Q2: 119,913 shares; 2025Q3: 115,092 shares; 2025Q4: 111,247 shares; 2026Q1: 104,708 shares; 2026Q2: 94,552 shares 94,552 $7.14M 1.73% -10,156 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,040 shares; 2024Q4: 52,229 shares; 2025Q1: 56,639 shares; 2025Q2: 56,551 shares; 2025Q3: 52,200 shares; 2025Q4: 50,202 shares; 2026Q1: 45,135 shares; 2026Q2: 46,040 shares 46,040 $5.99M 1.46% +905 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 59,316 shares; 2024Q4: 59,660 shares; 2025Q1: 59,401 shares; 2025Q2: 59,562 shares; 2025Q3: 59,690 shares; 2025Q4: 59,903 shares; 2026Q1: 71,603 shares; 2026Q2: 71,866 shares 71,866 $5.83M 1.41% +263 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,374 shares; 2024Q4: 58,413 shares; 2025Q1: 67,439 shares; 2025Q2: 67,334 shares; 2025Q3: 70,629 shares; 2025Q4: 73,227 shares; 2026Q1: 70,960 shares; 2026Q2: 64,437 shares 64,437 $5.79M 1.41% -6,523 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,471 shares; 2026Q1: 146,172 shares; 2026Q2: 145,243 shares 145,243 $5.51M 1.34% -929 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 113,615 shares; 2024Q4: 118,561 shares; 2025Q1: 151,453 shares; 2025Q2: 163,940 shares; 2025Q3: 176,750 shares; 2025Q4: 204,107 shares; 2026Q1: 215,981 shares; 2026Q2: 240,628 shares 240,628 $5.48M 1.33% +24,647 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 60,555 shares; 2024Q4: 58,314 shares; 2025Q1: 56,977 shares; 2025Q2: 56,017 shares; 2025Q3: 52,853 shares; 2025Q4: 100,729 shares; 2026Q1: 99,833 shares; 2026Q2: 100,666 shares 100,666 $5.35M 1.3% +833 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,022 shares; 2025Q2: 139,089 shares; 2025Q3: 139,799 shares; 2025Q4: 140,125 shares; 2026Q1: 139,160 shares; 2026Q2: 139,637 shares 139,637 $5.24M 1.27% +477 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,945 shares; 2024Q4: 26,147 shares; 2025Q1: 27,142 shares; 2025Q2: 29,191 shares; 2025Q3: 30,472 shares; 2025Q4: 30,925 shares; 2026Q1: 31,216 shares; 2026Q2: 32,655 shares 32,655 $4.84M 1.18% +1,439 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,775 shares; 2025Q2: 43,555 shares; 2025Q3: 68,544 shares; 2025Q4: 82,688 shares; 2026Q1: 98,401 shares; 2026Q2: 121,786 shares 121,786 $4.83M 1.17% +23,385 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 62,521 shares; 2024Q4: 60,053 shares; 2025Q1: 56,314 shares; 2025Q2: 54,872 shares; 2025Q3: 51,901 shares; 2025Q4: 51,533 shares; 2026Q1: 51,770 shares; 2026Q2: 43,406 shares 43,406 $4.65M 1.13% -8,364 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,222 shares; 2024Q4: 56,023 shares; 2025Q1: 60,396 shares; 2025Q2: 57,500 shares; 2025Q3: 54,260 shares; 2025Q4: 50,191 shares; 2026Q1: 44,411 shares; 2026Q2: 38,997 shares 38,997 $4.4M 1.07% -5,414 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,496 shares; 2025Q2: 6,353 shares; 2025Q3: 12,690 shares; 2025Q4: 17,672 shares; 2026Q1: 20,394 shares; 2026Q2: 23,736 shares 23,736 $4.4M 1.07% +3,342 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; 2024Q3: 52,119 shares; 2024Q4: 53,819 shares; 2025Q1: 60,623 shares; 2025Q2: 63,142 shares; 2025Q3: 68,161 shares; 2025Q4: 76,042 shares; 2026Q1: 79,300 shares; 2026Q2: 86,763 shares 86,763 $4.2M 1.02% +7,463 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 44,908 shares; 2024Q4: 44,978 shares; 2025Q1: 45,653 shares; 2025Q2: 45,245 shares; 2025Q3: 46,571 shares; 2025Q4: 47,465 shares; 2026Q1: 48,962 shares; 2026Q2: 50,249 shares 50,249 $4.08M 0.99% +1,287 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,252 shares; 2024Q4: 10,348 shares; 2025Q1: 12,012 shares; 2025Q2: 12,938 shares; 2025Q3: 13,922 shares; 2025Q4: 14,356 shares; 2026Q1: 18,315 shares; 2026Q2: 21,243 shares 21,243 $4.04M 0.98% +2,928 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,486 shares; 2024Q4: 9,424 shares; 2025Q1: 9,511 shares; 2025Q2: 9,781 shares; 2025Q3: 11,326 shares; 2025Q4: 10,818 shares; 2026Q1: 10,772 shares; 2026Q2: 13,737 shares 13,737 $3.97M 0.97% +2,965 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,570 shares; 2025Q2: 10,546 shares; 2025Q3: 11,372 shares; 2025Q4: 11,593 shares; 2026Q1: 14,287 shares; 2026Q2: 19,290 shares 19,290 $3.7M 0.9% +5,003 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 58,498 shares; 2024Q4: 53,299 shares; 2025Q1: 57,410 shares; 2025Q2: 58,200 shares; 2025Q3: 57,651 shares; 2025Q4: 56,166 shares; 2026Q1: 110,344 shares; 2026Q2: 72,994 shares 72,994 $3.7M 0.9% -37,350 Timeline FLJH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,677 shares; 2024Q4: 127,316 shares; 2025Q1: 118,893 shares; 2025Q2: 87,217 shares; 2025Q3: 67,191 shares; 2025Q4: 65,690 shares; 2026Q1: 64,254 shares; 2026Q2: 77,787 shares 77,787 $3.55M 0.86% +13,533 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,365 shares; 2025Q2: 63,861 shares; 2025Q3: 71,313 shares; 2025Q4: 77,624 shares; 2026Q1: 78,522 shares; 2026Q2: 84,827 shares 84,827 $3.44M 0.84% +6,305 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 19,761 shares; 2025Q1: 37,595 shares; 2025Q2: 44,689 shares; 2025Q3: 49,201 shares; 2025Q4: 44,900 shares; 2026Q1: 35,732 shares; 2026Q2: 46,665 shares 46,665 $3.44M 0.83% +10,933 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,599 shares; 2026Q2: 71,421 shares 71,421 $3.35M 0.81% +66,822 Timeline TIPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,417 shares; 2024Q4: 34,266 shares; 2025Q1: 40,559 shares; 2025Q2: 43,235 shares; 2025Q3: 47,087 shares; 2025Q4: 52,582 shares; 2026Q1: 54,762 shares; 2026Q2: 60,818 shares 60,818 $3.18M 0.77% +6,056 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 41,143 shares; 2024Q4: 43,339 shares; 2025Q1: 52,457 shares; 2025Q2: 56,679 shares; 2025Q3: 63,794 shares; 2025Q4: 73,136 shares; 2026Q1: 76,069 shares; 2026Q2: 85,137 shares 85,137 $3.15M 0.77% +9,068 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 64,193 shares; 2024Q4: 164,860 shares; 2025Q1: 155,739 shares; 2025Q2: 148,141 shares; 2025Q3: 132,790 shares; 2025Q4: 110,651 shares; 2026Q1: 103,494 shares; 2026Q2: 97,937 shares 97,937 $3.11M 0.75% -5,557 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,513 shares; 2024Q4: 19,913 shares; 2025Q1: 20,736 shares; 2025Q2: 22,901 shares; 2025Q3: 28,267 shares; 2025Q4: 32,565 shares; 2026Q1: 37,596 shares; 2026Q2: 42,618 shares 42,618 $3.07M 0.74% +5,022 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,542 shares; 2024Q4: 48,816 shares; 2025Q1: 49,528 shares; 2025Q2: 50,561 shares; 2025Q3: 53,777 shares; 2025Q4: 56,437 shares; 2026Q1: 58,435 shares; 2026Q2: 59,000 shares 59,000 $3.03M 0.74% +565 Timeline FPXI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 28,737 shares; 2024Q4: 28,822 shares; 2025Q1: 31,786 shares; 2025Q2: 33,784 shares; 2025Q3: 34,913 shares; 2025Q4: 34,911 shares; 2026Q1: 35,203 shares; 2026Q2: 35,606 shares 35,606 $2.98M 0.72% +403 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,112 shares; 2024Q4: 24,248 shares; 2025Q1: 29,120 shares; 2025Q2: 31,547 shares; 2025Q3: 33,164 shares; 2025Q4: 33,730 shares; 2026Q1: 33,859 shares; 2026Q2: 35,391 shares 35,391 $2.93M 0.71% +1,532 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,145 shares; 2024Q4: 19,292 shares; 2025Q1: 31,146 shares; 2025Q2: 73,496 shares; 2025Q3: 130,943 shares; 2025Q4: 155,454 shares; 2026Q1: 182,356 shares; 2026Q2: 208,653 shares 208,653 $2.9M 0.7% +26,297 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,617 shares; 2024Q4: 6,966 shares; 2025Q1: 6,983 shares; 2025Q2: 6,912 shares; 2025Q3: 7,318 shares; 2025Q4: 7,581 shares; 2026Q1: 7,779 shares; 2026Q2: 7,488 shares 7,488 $2.79M 0.68% -291 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,093 shares; 2024Q4: 27,492 shares; 2025Q1: 27,752 shares; 2025Q2: 26,186 shares; 2025Q3: 20,279 shares; 2025Q4: 18,385 shares; 2026Q1: 19,791 shares; 2026Q2: 17,528 shares 17,528 $2.78M 0.68% -2,263 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 10,037 shares; 2025Q1: 20,082 shares; 2025Q2: 20,314 shares; 2025Q3: 19,823 shares; 2025Q4: 20,520 shares; 2026Q1: 22,191 shares; 2026Q2: 21,485 shares 21,485 $2.74M 0.67% -706 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,719 shares; 2025Q2: 26,767 shares; 2025Q3: 40,117 shares; 2025Q4: 46,066 shares; 2026Q1: 46,747 shares; 2026Q2: 50,375 shares 50,375 $2.69M 0.65% +3,628 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 49,651 shares; 2024Q4: 63,170 shares; 2025Q1: 54,827 shares; 2025Q2: 65,986 shares; 2025Q3: 83,983 shares; 2025Q4: 97,063 shares; 2026Q1: 149,381 shares; 2026Q2: 109,091 shares 109,091 $2.69M 0.65% -40,290 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,481 shares; 2024Q4: 14,346 shares; 2025Q1: 15,445 shares; 2025Q2: 15,991 shares; 2025Q3: 16,862 shares; 2025Q4: 17,113 shares; 2026Q1: 16,800 shares; 2026Q2: 16,606 shares 16,606 $2.55M 0.62% -194 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,076 shares; 2024Q4: 10,687 shares; 2025Q1: 11,819 shares; 2025Q2: 11,669 shares; 2025Q3: 11,145 shares; 2025Q4: 10,855 shares; 2026Q1: 10,175 shares; 2026Q2: 9,895 shares 9,895 $2.5M 0.61% -280 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 53,127 shares; 2024Q4: 58,844 shares; 2025Q1: 59,865 shares; 2025Q2: 49,025 shares; 2025Q3: 45,273 shares; 2025Q4: 42,824 shares; 2026Q1: 40,910 shares; 2026Q2: 41,234 shares 41,234 $2.43M 0.59% +324 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,547 shares; 2025Q4: 16,994 shares; 2026Q1: 28,029 shares; 2026Q2: 33,237 shares 33,237 $2.33M 0.57% +5,208 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,956 shares; 2024Q4: 114,409 shares; 2025Q1: 129,264 shares; 2025Q2: 106,079 shares; 2025Q3: 86,576 shares; 2025Q4: 77,187 shares; 2026Q1: 70,974 shares; 2026Q2: 72,834 shares 72,834 $2.27M 0.55% +1,860 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 115,988 shares; 2024Q4: 109,765 shares; 2025Q1: 90,265 shares; 2025Q2: 66,231 shares; 2025Q3: 54,577 shares; 2025Q4: 49,664 shares; 2026Q1: 44,163 shares; 2026Q2: 41,602 shares 41,602 $2.2M 0.53% -2,561 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,463 shares; 2025Q3: 10,978 shares; 2025Q4: 14,733 shares; 2026Q1: 18,652 shares; 2026Q2: 31,777 shares 31,777 $2.08M 0.51% +13,125 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,154 shares; 2024Q4: 3,296 shares; 2025Q1: 3,787 shares; 2025Q2: 3,873 shares; 2025Q3: 3,879 shares; 2025Q4: 3,818 shares; 2026Q1: 3,827 shares; 2026Q2: 22,582 shares 22,582 $1.95M 0.47% +18,755 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,119 shares; 2024Q4: 38,053 shares; 2025Q1: 19,811 shares; 2025Q2: 17,354 shares; 2025Q3: 17,561 shares; 2025Q4: 18,136 shares; 2026Q1: 18,585 shares; 2026Q2: 20,118 shares 20,118 $1.94M 0.47% +1,533 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 35,985 shares; 2024Q4: 36,095 shares; 2025Q1: 41,696 shares; 2025Q2: 41,906 shares; 2025Q3: 42,088 shares; 2025Q4: 42,338 shares; 2026Q1: 42,338 shares; 2026Q2: 43,629 shares 43,629 $1.94M 0.47% +1,291 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,332 shares; 2024Q4: 68,202 shares; 2025Q1: 49,631 shares; 2025Q2: 44,558 shares; 2025Q3: 37,610 shares; 2025Q4: 33,919 shares; 2026Q1: 30,803 shares; 2026Q2: 26,361 shares 26,361 $1.92M 0.47% -4,442 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,775 shares; 2024Q4: 42,848 shares; 2025Q1: 40,682 shares; 2025Q2: 38,921 shares; 2025Q3: 37,348 shares; 2025Q4: 37,364 shares; 2026Q1: 37,123 shares; 2026Q2: 36,912 shares 36,912 $1.88M 0.46% -211 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,505 shares; 2024Q4: 19,098 shares; 2025Q1: 21,806 shares; 2025Q2: 22,880 shares; 2025Q3: 24,287 shares; 2025Q4: 24,665 shares; 2026Q1: 24,908 shares; 2026Q2: 26,168 shares 26,168 $1.87M 0.45% +1,260 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,964 shares; 2024Q4: 4,117 shares; 2025Q1: 4,870 shares; 2025Q2: 3,659 shares; 2025Q3: 3,366 shares; 2025Q4: 3,083 shares; 2026Q1: 2,976 shares; 2026Q2: 2,889 shares 2,889 $1.85M 0.45% -87 Timeline MADE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,271 shares; 2025Q4: 19,062 shares; 2026Q1: 29,025 shares; 2026Q2: 45,961 shares 45,961 $1.81M 0.44% +16,936 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,598 shares; 2024Q4: 7,668 shares; 2025Q1: 13,942 shares; 2025Q2: 15,366 shares; 2025Q3: 15,017 shares; 2025Q4: 14,909 shares; 2026Q1: 13,591 shares; 2026Q2: 15,455 shares 15,455 $1.77M 0.43% +1,864 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,797 shares; 2024Q4: 66,516 shares; 2025Q1: 59,656 shares; 2025Q2: 65,898 shares; 2025Q3: 66,221 shares; 2025Q4: 66,605 shares; 2026Q1: 64,844 shares; 2026Q2: 70,590 shares 70,590 $1.77M 0.43% +5,746 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,396 shares; 2024Q4: 17,717 shares; 2025Q1: 18,140 shares; 2025Q2: 18,627 shares; 2025Q3: 20,646 shares; 2025Q4: 22,058 shares; 2026Q1: 23,060 shares; 2026Q2: 23,911 shares 23,911 $1.76M 0.43% +851 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,747 shares; 2024Q4: 6,486 shares; 2025Q1: 5,940 shares; 2025Q2: 8,217 shares; 2025Q3: 8,975 shares; 2025Q4: 9,224 shares; 2026Q1: 9,264 shares; 2026Q2: 8,733 shares 8,733 $1.75M 0.42% -531 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,398 shares; 2024Q4: 9,149 shares; 2025Q1: 14,276 shares; 2025Q2: 15,910 shares; 2025Q3: 16,131 shares; 2025Q4: 16,369 shares; 2026Q1: 16,844 shares; 2026Q2: 17,457 shares 17,457 $1.68M 0.41% +613 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,101 shares; 2024Q4: 2,104 shares; 2025Q1: 2,150 shares; 2025Q2: 2,136 shares; 2025Q3: 2,083 shares; 2025Q4: 1,974 shares; 2026Q1: 1,816 shares; 2026Q2: 13,608 shares 13,608 $1.63M 0.4% +11,792 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,129 shares; 2024Q4: 17,284 shares; 2025Q1: 23,330 shares; 2025Q2: 24,638 shares; 2025Q3: 26,598 shares; 2025Q4: 28,408 shares; 2026Q1: 28,127 shares; 2026Q2: 27,684 shares 27,684 $1.51M 0.37% -443 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,403 shares; 2024Q4: 8,461 shares; 2025Q1: 8,476 shares; 2025Q2: 10,966 shares; 2025Q3: 10,868 shares; 2025Q4: 11,481 shares; 2026Q1: 11,381 shares; 2026Q2: 12,542 shares 12,542 $1.47M 0.36% +1,161 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,111 shares; 2025Q3: 18,605 shares; 2025Q4: 23,960 shares; 2026Q1: 26,143 shares; 2026Q2: 34,331 shares 34,331 $1.45M 0.35% +8,188 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,436 shares; 2024Q4: 8,004 shares; 2025Q1: 7,500 shares; 2025Q2: 7,507 shares; 2025Q3: 6,689 shares; 2025Q4: 6,591 shares; 2026Q1: 6,591 shares; 2026Q2: 5,944 shares 5,944 $1.44M 0.35% -647 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,516 shares; 2024Q4: 3,727 shares; 2025Q1: 3,262 shares; 2025Q2: 3,181 shares; 2025Q3: 3,723 shares; 2025Q4: 3,725 shares; 2026Q1: 3,737 shares; 2026Q2: 3,970 shares 3,970 $1.42M 0.34% +233 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 48,035 shares; 2024Q4: 47,805 shares; 2025Q1: 43,357 shares; 2025Q2: 42,505 shares; 2025Q3: 38,503 shares; 2025Q4: 40,570 shares; 2026Q1: 33,199 shares; 2026Q2: 32,526 shares 32,526 $1.41M 0.34% -673 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,537 shares; 2024Q4: 5,548 shares; 2025Q1: 5,572 shares; 2025Q2: 5,527 shares; 2025Q3: 5,618 shares; 2025Q4: 5,614 shares; 2026Q1: 5,600 shares; 2026Q2: 5,637 shares 5,637 $1.33M 0.32% +37 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,139 shares; 2024Q4: 3,410 shares; 2025Q1: 3,280 shares; 2025Q2: 3,209 shares; 2025Q3: 4,766 shares; 2025Q4: 4,765 shares; 2026Q1: 4,755 shares; 2026Q2: 5,446 shares 5,446 $1.3M 0.32% +691 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,335 shares; 2024Q4: 15,579 shares; 2025Q1: 14,650 shares; 2025Q2: 14,765 shares; 2025Q3: 15,125 shares; 2025Q4: 14,786 shares; 2026Q1: 14,707 shares; 2026Q2: 14,462 shares 14,462 $1.27M 0.31% -245 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 23,904 shares; 2024Q4: 23,739 shares; 2025Q1: 23,699 shares; 2025Q2: 23,820 shares; 2025Q3: 24,557 shares; 2025Q4: 25,319 shares; 2026Q1: 24,499 shares; 2026Q2: 24,811 shares 24,811 $1.25M 0.3% +312 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,808 shares; 2025Q1: 2,819 shares; 2025Q2: 2,825 shares; 2025Q3: 6,831 shares; 2025Q4: 6,831 shares; 2026Q1: 9,836 shares; 2026Q2: 10,695 shares 10,695 $1.21M 0.29% +859 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,236 shares; 2025Q3: 3,344 shares; 2025Q4: 3,317 shares; 2026Q1: 3,296 shares; 2026Q2: 3,295 shares 3,295 $1.2M 0.29% -1 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,181 shares; 2026Q2: 4,695 shares 4,695 $1.17M 0.28% +2,514 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,477 shares; 2024Q4: 22,788 shares; 2025Q1: 23,049 shares; 2025Q2: 22,963 shares; 2025Q3: 23,274 shares; 2025Q4: 53,067 shares; 2026Q1: 51,578 shares; 2026Q2: 51,260 shares 51,260 $1.14M 0.28% -318 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,753 shares; 2024Q4: 43,551 shares; 2025Q1: 23,750 shares; 2025Q2: 21,570 shares; 2025Q3: 23,300 shares; 2025Q4: 23,594 shares; 2026Q1: 23,840 shares; 2026Q2: 24,304 shares 24,304 $1.1M 0.27% +464 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,229 shares; 2024Q4: 10,240 shares; 2025Q1: 10,171 shares; 2025Q2: 11,228 shares; 2025Q3: 15,311 shares; 2025Q4: 17,090 shares; 2026Q1: 18,359 shares; 2026Q2: 17,779 shares 17,779 $1.07M 0.26% -580 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,864 shares; 2024Q4: 13,684 shares; 2025Q1: 13,151 shares; 2025Q2: 14,033 shares; 2025Q3: 14,058 shares; 2025Q4: 13,511 shares; 2026Q1: 13,039 shares; 2026Q2: 13,219 shares 13,219 $1M 0.24% +180 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,096 shares; 2024Q4: 5,065 shares; 2025Q1: 4,596 shares; 2025Q2: 4,798 shares; 2025Q3: 4,819 shares; 2025Q4: 4,819 shares; 2026Q1: 5,121 shares; 2026Q2: 5,142 shares 5,142 $976K 0.24% +21 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,856 shares; 2024Q4: 1,831 shares; 2025Q1: 1,869 shares; 2025Q2: 1,866 shares; 2025Q3: 1,803 shares; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares; 2026Q2: 1,455 shares 1,455 $955K 0.23% -346 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,398 shares; 2026Q2: 12,009 shares 12,009 $924K 0.22% +3,611 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,490 shares; 2026Q1: 6,629 shares; 2026Q2: 18,571 shares 18,571 $924K 0.22% +11,942 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,035 shares; 2025Q4: 2,266 shares; 2026Q1: 2,257 shares; 2026Q2: 3,524 shares 3,524 $895K 0.22% +1,267 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,911 shares; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,824 shares; 2025Q3: 1,824 shares; 2025Q4: 8,620 shares; 2026Q1: 8,620 shares; 2026Q2: 8,700 shares 8,700 $864K 0.21% +80 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 17,542 shares; 2024Q4: 16,431 shares; 2025Q1: 10,338 shares; 2025Q2: 9,752 shares; 2025Q3: 9,456 shares; 2025Q4: 7,704 shares; 2026Q1: 7,415 shares; 2026Q2: 7,555 shares 7,555 $854K 0.21% +140 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,153 shares; 2026Q1: 17,742 shares; 2026Q2: 18,952 shares 18,952 $852K 0.21% +1,210 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,903 shares; 2024Q4: 1,860 shares; 2025Q1: 1,960 shares; 2025Q2: 1,963 shares; 2025Q3: 2,140 shares; 2025Q4: 2,112 shares; 2026Q1: 2,118 shares; 2026Q2: 2,737 shares 2,737 $830K 0.2% +619 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 37,959 shares; 2024Q4: 55,307 shares; 2025Q1: 63,108 shares; 2025Q2: 56,461 shares; 2025Q3: 39,377 shares; 2025Q4: 34,984 shares; 2026Q1: 28,682 shares; 2026Q2: 33,385 shares 33,385 $812K 0.2% +4,703 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,157 shares; 2024Q4: 2,143 shares; 2025Q1: 2,095 shares; 2025Q2: 2,162 shares; 2025Q3: 2,154 shares; 2025Q4: 2,014 shares; 2026Q1: 1,936 shares; 2026Q2: 2,169 shares 2,169 $802K 0.19% +233 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,955 shares; 2024Q4: 6,179 shares; 2025Q1: 9,404 shares; 2025Q2: 9,500 shares; 2025Q3: 9,642 shares; 2025Q4: 9,908 shares; 2026Q1: 9,702 shares; 2026Q2: 10,081 shares 10,081 $773K 0.19% +379 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,638 shares; 2026Q1: 13,601 shares; 2026Q2: 13,502 shares 13,502 $760K 0.18% -99 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,887 shares; 2024Q4: 13,098 shares; 2025Q1: 12,997 shares; 2025Q2: 12,932 shares; 2025Q3: 13,001 shares; 2025Q4: 13,066 shares; 2026Q1: 13,066 shares; 2026Q2: 13,206 shares 13,206 $752K 0.18% +140 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,349 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: 3,349 shares; 2025Q3: 3,349 shares; 2025Q4: 3,364 shares; 2026Q1: 3,364 shares; 2026Q2: 3,394 shares 3,394 $744K 0.18% +30 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,451 shares; 2025Q2: 4,541 shares; 2025Q3: 4,700 shares; 2025Q4: 4,768 shares; 2026Q1: 4,811 shares; 2026Q2: 4,956 shares 4,956 $726K 0.18% +145 Timeline MLDR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,920 shares; 2026Q1: 14,920 shares; 2026Q2: 14,714 shares 14,714 $716K 0.17% -206 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,693 shares; 2025Q1: 5,083 shares; 2025Q2: 4,851 shares; 2025Q3: 5,051 shares; 2025Q4: 5,440 shares; 2026Q1: 5,365 shares; 2026Q2: 5,315 shares 5,315 $715K 0.17% -50 Timeline INCO COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,496 shares; 2024Q4: 47,028 shares; 2025Q1: 41,430 shares; 2025Q2: 29,258 shares; 2025Q3: 24,212 shares; 2025Q4: 20,393 shares; 2026Q1: 16,594 shares; 2026Q2: 11,859 shares 11,859 $707K 0.17% -4,735 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,450 shares; 2025Q4: 1,619 shares; 2026Q1: 1,625 shares; 2026Q2: 1,626 shares 1,626 $702K 0.17% +1 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,456 shares; 2025Q3: 2,044 shares; 2025Q4: 2,548 shares; 2026Q1: 3,401 shares; 2026Q2: 4,118 shares 4,118 $701K 0.17% +717 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,367 shares; 2024Q4: 10,416 shares; 2025Q1: 10,631 shares; 2025Q2: 9,743 shares; 2025Q3: 10,217 shares; 2025Q4: 10,753 shares; 2026Q1: 10,753 shares; 2026Q2: 10,763 shares 10,763 $692K 0.17% +10 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,334 shares; 2024Q4: 2,113 shares; 2025Q1: 2,121 shares; 2025Q2: 2,125 shares; 2025Q3: 1,517 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares; 2026Q2: 8,357 shares 8,357 $690K 0.17% +6,838 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,615 shares; 2024Q4: 18,337 shares; 2025Q1: 18,967 shares; 2025Q2: 19,003 shares; 2025Q3: 21,548 shares; 2025Q4: 21,820 shares; 2026Q1: 20,635 shares; 2026Q2: 20,398 shares 20,398 $690K 0.17% -237 Timeline FMHI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,715 shares; 2024Q4: 10,738 shares; 2025Q1: 10,599 shares; 2025Q2: 9,994 shares; 2025Q3: 9,531 shares; 2025Q4: 9,405 shares; 2026Q1: 14,772 shares; 2026Q2: 13,605 shares 13,605 $660K 0.16% -1,167 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 913 shares; 2024Q4: 875 shares; 2025Q1: 858 shares; 2025Q2: 890 shares; 2025Q3: 871 shares; 2025Q4: 858 shares; 2026Q1: 845 shares; 2026Q2: 858 shares 858 $641K 0.16% +13 Timeline FMTL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,655 shares 18,655 $608K 0.15% new Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,803 shares; 2024Q4: 9,845 shares; 2025Q1: 9,883 shares; 2025Q2: 9,916 shares; 2025Q3: 9,948 shares; 2025Q4: 9,980 shares; 2026Q1: 9,980 shares; 2026Q2: 10,027 shares 10,027 $601K 0.15% +47 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 18,991 shares; 2024Q4: 18,660 shares; 2025Q1: 9,227 shares; 2025Q2: 8,442 shares; 2025Q3: 7,885 shares; 2025Q4: 6,991 shares; 2026Q1: 7,060 shares; 2026Q2: 7,385 shares 7,385 $597K 0.14% +325 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 839 shares; 2024Q4: 820 shares; 2025Q1: 830 shares; 2025Q2: 823 shares; 2025Q3: 833 shares; 2025Q4: 799 shares; 2026Q1: 783 shares; 2026Q2: 786 shares 786 $589K 0.14% +3 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,742 shares; 2024Q4: 22,096 shares; 2025Q1: 20,866 shares; 2025Q2: 20,287 shares; 2025Q3: 20,437 shares; 2025Q4: 20,749 shares; 2026Q1: 20,907 shares; 2026Q2: 21,204 shares 21,204 $580K 0.14% +297 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 51,404 shares; 2024Q4: 51,404 shares; 2025Q1: 51,404 shares; 2025Q2: 51,404 shares; 2025Q3: 50,014 shares; 2025Q4: 31,216 shares; 2026Q1: 46,413 shares; 2026Q2: 46,413 shares 46,413 $572K 0.14% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,509 shares; 2024Q4: 8,544 shares; 2025Q1: 9,500 shares; 2025Q2: 8,687 shares; 2025Q3: 8,918 shares; 2025Q4: 8,918 shares; 2026Q1: 9,099 shares; 2026Q2: 9,181 shares 9,181 $571K 0.14% +82 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,785 shares; 2024Q4: 6,814 shares; 2025Q1: 7,076 shares; 2025Q2: 7,098 shares; 2025Q3: 7,321 shares; 2025Q4: 7,398 shares; 2026Q1: 7,299 shares; 2026Q2: 7,287 shares 7,287 $562K 0.14% -12 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,334 shares; 2025Q4: 3,780 shares; 2026Q1: 4,736 shares; 2026Q2: 5,602 shares 5,602 $555K 0.13% +866 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,661 shares; 2024Q4: 16,552 shares; 2025Q1: 15,399 shares; 2025Q2: 14,679 shares; 2025Q3: 13,719 shares; 2025Q4: 13,315 shares; 2026Q1: 12,765 shares; 2026Q2: 12,300 shares 12,300 $550K 0.13% -465 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,845 shares; 2026Q2: 10,515 shares 10,515 $519K 0.13% +2,670 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,294 shares; 2024Q4: 18,211 shares; 2025Q1: 17,068 shares; 2025Q2: 16,655 shares; 2025Q3: 16,194 shares; 2025Q4: 16,090 shares; 2026Q1: 15,987 shares; 2026Q2: 15,611 shares 15,611 $519K 0.13% -376 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 951 shares; 2024Q4: 958 shares; 2025Q1: 962 shares; 2025Q2: 963 shares; 2025Q3: 967 shares; 2025Q4: 1,009 shares; 2026Q1: 1,012 shares; 2026Q2: 1,017 shares 1,017 $518K 0.13% +5 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 965 shares; 2025Q4: 1,005 shares; 2026Q1: 2,012 shares; 2026Q2: 2,020 shares 2,020 $508K 0.12% +8 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 953 shares; 2024Q4: 957 shares; 2025Q1: 1,016 shares; 2025Q2: 1,021 shares; 2025Q3: 1,001 shares; 2025Q4: 895 shares; 2026Q1: 1,425 shares; 2026Q2: 1,461 shares 1,461 $502K 0.12% +36 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,570 shares; 2024Q4: 1,580 shares; 2025Q1: 1,582 shares; 2025Q2: 1,529 shares; 2025Q3: 1,530 shares; 2025Q4: 1,585 shares; 2026Q1: 1,538 shares; 2026Q2: 1,419 shares 1,419 $501K 0.12% -119 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,439 shares; 2025Q4: 2,589 shares; 2026Q1: 3,239 shares; 2026Q2: 1,795 shares 1,795 $496K 0.12% -1,444 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,309 shares; 2025Q4: 17,994 shares; 2026Q1: 16,313 shares; 2026Q2: 9,721 shares 9,721 $472K 0.11% -6,592 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,341 shares; 2024Q4: 32,371 shares; 2025Q1: 25,434 shares; 2025Q2: 24,945 shares; 2025Q3: 22,367 shares; 2025Q4: 19,282 shares; 2026Q1: 18,101 shares; 2026Q2: 17,088 shares 17,088 $462K 0.11% -1,013 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,722 shares; 2024Q4: 2,917 shares; 2025Q1: 2,873 shares; 2025Q2: 2,594 shares; 2025Q3: 2,559 shares; 2025Q4: 2,544 shares; 2026Q1: 2,527 shares; 2026Q2: 2,373 shares 2,373 $446K 0.11% -154 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 691 shares; 2026Q2: 591 shares 591 $441K 0.11% -100 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 1,043 shares; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 914 shares; 2025Q4: 916 shares; 2026Q1: 988 shares; 2026Q2: 1,151 shares 1,151 $435K 0.11% +163 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,039 shares; 2024Q4: 10,039 shares; 2025Q1: 10,039 shares; 2025Q2: 10,039 shares; 2025Q3: 10,039 shares; 2025Q4: 10,062 shares; 2026Q1: 10,090 shares; 2026Q2: 10,111 shares 10,111 $424K 0.1% +21 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,569 shares; 2025Q3: 11,906 shares; 2025Q4: 11,206 shares; 2026Q1: 10,872 shares; 2026Q2: 9,964 shares 9,964 $418K 0.1% -908 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 2,839 shares; 2025Q1: 2,848 shares; 2025Q2: 2,848 shares; 2025Q3: 2,856 shares; 2025Q4: 2,872 shares; 2026Q1: 2,872 shares; 2026Q2: 2,882 shares 2,882 $413K 0.1% +10 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,983 shares; 2024Q4: 2,006 shares; 2025Q1: 2,021 shares; 2025Q2: 1,674 shares; 2025Q3: 1,667 shares; 2025Q4: 1,680 shares; 2026Q1: 1,680 shares; 2026Q2: 1,703 shares 1,703 $405K 0.1% +23 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,042 shares; 2024Q4: 4,051 shares; 2025Q1: 4,058 shares; 2025Q2: 4,065 shares; 2025Q3: 4,073 shares; 2025Q4: 4,084 shares; 2026Q1: 4,090 shares; 2026Q2: 4,094 shares 4,094 $402K 0.1% +4 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 888 shares; 2024Q4: 867 shares; 2025Q1: 1,049 shares; 2025Q2: 1,013 shares; 2025Q3: 1,186 shares; 2025Q4: 1,316 shares; 2026Q1: 1,239 shares; 2026Q2: 4,970 shares 4,970 $400K 0.1% +3,731 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 945 shares; 2026Q2: 945 shares 945 $397K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,726 shares; 2024Q4: 23,818 shares; 2025Q1: 24,255 shares; 2025Q2: 24,956 shares; 2025Q3: 23,365 shares; 2025Q4: 23,629 shares; 2026Q1: 23,624 shares; 2026Q2: 19,157 shares 19,157 $397K 0.1% -4,467 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 982 shares; 2025Q4: 1,048 shares; 2026Q1: 1,043 shares; 2026Q2: 1,451 shares 1,451 $392K 0.1% +408 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,441 shares; 2024Q4: 5,452 shares; 2025Q1: 5,480 shares; 2025Q2: 5,480 shares; 2025Q3: 5,493 shares; 2025Q4: 5,503 shares; 2026Q1: 5,521 shares; 2026Q2: 5,541 shares 5,541 $387K 0.09% +20 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 542 shares; 2024Q4: 538 shares; 2025Q1: 549 shares; 2025Q2: 511 shares; 2025Q3: 533 shares; 2025Q4: 529 shares; 2026Q1: 527 shares; 2026Q2: 686 shares 686 $387K 0.09% +159 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 800 shares 800 $386K 0.09% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,472 shares; 2026Q2: 12,472 shares 12,472 $379K 0.09% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 458 shares; 2025Q4: 458 shares; 2026Q1: 458 shares; 2026Q2: 748 shares 748 $374K 0.09% +290 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,486 shares; 2024Q4: 11,315 shares; 2025Q1: 9,576 shares; 2025Q2: 8,698 shares; 2025Q3: 8,068 shares; 2025Q4: 7,583 shares; 2026Q1: 7,215 shares; 2026Q2: 7,212 shares 7,212 $368K 0.09% -3 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,363 shares; 2024Q4: 2,460 shares; 2025Q1: 2,466 shares; 2025Q2: 2,462 shares; 2025Q3: 3,642 shares; 2025Q4: 3,604 shares; 2026Q1: 3,620 shares; 2026Q2: 3,806 shares 3,806 $366K 0.09% +186 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,471 shares; 2024Q4: 1,482 shares; 2025Q1: 1,477 shares; 2025Q2: 1,476 shares; 2025Q3: 1,476 shares; 2025Q4: 1,476 shares; 2026Q1: 1,475 shares; 2026Q2: 1,472 shares 1,472 $365K 0.09% -3 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 4,203 shares; 2025Q1: 7,897 shares; 2025Q2: 4,936 shares; 2025Q3: 4,363 shares; 2025Q4: 4,105 shares; 2026Q1: 3,079 shares; 2026Q2: 3,064 shares 3,064 $344K 0.08% -15 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,567 shares; 2024Q4: 11,756 shares; 2025Q1: 10,343 shares; 2025Q2: 10,112 shares; 2025Q3: 8,949 shares; 2025Q4: 4,759 shares; 2026Q1: 4,399 shares; 2026Q2: 3,603 shares 3,603 $341K 0.08% -796 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,052 shares; 2024Q4: 6,052 shares; 2025Q1: 6,052 shares; 2025Q2: 6,052 shares; 2025Q3: 6,052 shares; 2025Q4: 6,270 shares; 2026Q1: 6,270 shares; 2026Q2: 6,340 shares 6,340 $338K 0.08% +70 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,720 shares; 2026Q2: 4,720 shares 4,720 $337K 0.08% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,417 shares; 2024Q4: 2,420 shares; 2025Q1: 2,423 shares; 2025Q2: 2,425 shares; 2025Q3: 2,428 shares; 2025Q4: 2,431 shares; 2026Q1: 2,433 shares; 2026Q2: 2,435 shares 2,435 $335K 0.08% +2 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,859 shares; 2025Q3: 3,190 shares; 2025Q4: 3,446 shares; 2026Q1: 3,653 shares; 2026Q2: 3,710 shares 3,710 $334K 0.08% +57 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 809 shares; 2024Q4: 794 shares; 2025Q1: 747 shares; 2025Q2: 703 shares; 2025Q3: 985 shares; 2025Q4: 930 shares; 2026Q1: 928 shares; 2026Q2: 934 shares 934 $331K 0.08% +6 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,408 shares; 2026Q1: 1,709 shares; 2026Q2: 2,001 shares 2,001 $329K 0.08% +292 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,948 shares 2,948 $325K 0.08% new Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,788 shares; 2026Q1: 16,543 shares; 2026Q2: 16,252 shares 16,252 $325K 0.08% -291 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 36 shares 36 $318K 0.08% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 16,087 shares; 2025Q1: 18,826 shares; 2025Q2: 20,997 shares; 2025Q3: 17,335 shares; 2025Q4: 17,589 shares; 2026Q1: 18,961 shares; 2026Q2: 21,115 shares 21,115 $317K 0.08% +2,154 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 912 shares; 2025Q1: 916 shares; 2025Q2: 897 shares; 2025Q3: 901 shares; 2025Q4: 954 shares; 2026Q1: 963 shares; 2026Q2: 966 shares 966 $316K 0.08% +3 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,020 shares 1,020 $291K 0.07% new Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,174 shares; 2024Q4: 7,593 shares; 2025Q1: 7,593 shares; 2025Q2: 6,093 shares; 2025Q3: 6,093 shares; 2025Q4: 6,095 shares; 2026Q1: 6,095 shares; 2026Q2: 6,095 shares 6,095 $290K 0.07% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 773 shares; 2024Q4: 779 shares; 2025Q1: 779 shares; 2025Q2: 785 shares; 2025Q3: 792 shares; 2025Q4: 782 shares; 2026Q1: 777 shares; 2026Q2: 783 shares 783 $283K 0.07% +6 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,705 shares; 2026Q2: 3,304 shares 3,304 $282K 0.07% -1,401 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,078 shares; 2024Q4: 10,078 shares; 2025Q1: 10,750 shares; 2025Q2: 8,650 shares; 2025Q3: 8,649 shares; 2025Q4: 8,649 shares; 2026Q1: 8,649 shares; 2026Q2: 8,648 shares 8,648 $281K 0.07% -1 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,595 shares; 2026Q2: 1,683 shares 1,683 $279K 0.07% +88 Timeline CRUX COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,068 shares 9,068 $272K 0.07% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,652 shares; 2024Q4: 8,919 shares; 2025Q1: 8,893 shares; 2025Q2: 8,467 shares; 2025Q3: 7,943 shares; 2025Q4: 6,311 shares; 2026Q1: 5,000 shares; 2026Q2: 5,335 shares 5,335 $270K 0.07% +335 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 5,060 shares; 2024Q4: 5,116 shares; 2025Q1: 4,995 shares; 2025Q2: 4,987 shares; 2025Q3: 4,987 shares; 2025Q4: 5,092 shares; 2026Q1: 5,293 shares; 2026Q2: 5,295 shares 5,295 $266K 0.06% +2 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 249 shares 249 $265K 0.06% new Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,673 shares; 2024Q4: 4,758 shares; 2025Q1: 4,906 shares; 2025Q2: 4,832 shares; 2025Q3: 3,922 shares; 2025Q4: 3,692 shares; 2026Q1: 3,608 shares; 2026Q2: 3,417 shares 3,417 $264K 0.06% -191 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,232 shares 1,232 $262K 0.06% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,050 shares; 2026Q1: 5,953 shares; 2026Q2: 5,980 shares 5,980 $258K 0.06% +27 Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 994 shares 994 $252K 0.06% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 726 shares; 2026Q2: 728 shares 728 $251K 0.06% +2 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,631 shares; 2026Q2: 1,692 shares 1,692 $248K 0.06% +61 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,175 shares; 2024Q4: 1,182 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 826 shares 826 $246K 0.06% new Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,706 shares; 2024Q4: 3,518 shares; 2025Q1: 2,649 shares; 2025Q2: 2,661 shares; 2025Q3: 2,056 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares; 2026Q2: 1,720 shares 1,720 $246K 0.06% -230 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 1,800 shares; 2026Q2: 1,800 shares 1,800 $246K 0.06% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,754 shares; 2024Q4: 11,553 shares; 2025Q1: 10,755 shares; 2025Q2: 10,631 shares; 2025Q3: 9,332 shares; 2025Q4: 9,559 shares; 2026Q1: 9,960 shares; 2026Q2: 9,479 shares 9,479 $242K 0.06% -481 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,801 shares; 2024Q4: 8,875 shares; 2025Q1: 9,943 shares; 2025Q2: 10,014 shares; 2025Q3: 10,926 shares; 2025Q4: 16,449 shares; 2026Q1: 11,932 shares; 2026Q2: 10,687 shares 10,687 $240K 0.06% -1,245 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,353 shares; 2024Q4: 6,383 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,831 shares; 2025Q4: 5,856 shares; 2026Q1: 5,856 shares; 2026Q2: 5,890 shares 5,890 $238K 0.06% +34 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 630 shares 630 $236K 0.06% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 658 shares; 2025Q1: 659 shares; 2025Q2: 645 shares; 2025Q3: 699 shares; 2025Q4: 700 shares; 2026Q1: 669 shares; 2026Q2: 685 shares 685 $235K 0.06% +16 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,946 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,201 shares 2,201 $228K 0.06% new 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; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,821 shares 11,821 $226K 0.05% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,454 shares; 2026Q1: 3,321 shares; 2026Q2: 2,930 shares 2,930 $226K 0.05% -391 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,863 shares; 2024Q4: 1,885 shares; 2025Q1: 1,905 shares; 2025Q2: 1,918 shares; 2025Q3: 1,938 shares; 2025Q4: 1,964 shares; 2026Q1: 1,975 shares; 2026Q2: 1,993 shares 1,993 $220K 0.05% +18 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,440 shares; 2024Q4: 11,637 shares; 2025Q1: 11,816 shares; 2025Q2: 12,011 shares; 2025Q3: 12,227 shares; 2025Q4: 12,437 shares; 2026Q1: 12,638 shares; 2026Q2: 12,846 shares 12,846 $220K 0.05% +208 Timeline DSTX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,623 shares; 2026Q1: 6,623 shares; 2026Q2: 6,716 shares 6,716 $219K 0.05% +93 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 722 shares 722 $219K 0.05% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 839 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,806 shares 1,806 $212K 0.05% new Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,296 shares; 2026Q2: 4,338 shares 4,338 $210K 0.05% +42 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,530 shares; 2025Q3: 5,771 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,447 shares 5,447 $208K 0.05% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,975 shares 6,975 $205K 0.05% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,348 shares; 2026Q1: not reported; 2026Q2: 2,080 shares 2,080 $201K 0.05% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,738 shares 3,738 $200K 0.05% new Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,135 shares 10,135 $147K 0.04% +135 Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,510 shares; 2024Q4: 16,510 shares; 2025Q1: 16,510 shares; 2025Q2: 16,510 shares; 2025Q3: 16,510 shares; 2025Q4: 16,510 shares; 2026Q1: 16,510 shares; 2026Q2: 16,710 shares 16,710 $146K 0.04% +200 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,172 shares; 2026Q2: 11,869 shares 11,869 $137K 0.03% -1,303 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,042 shares 10,042 $65.7K 0.02% +42 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 41,758 shares 41,758 $41.8K 0.01% new Timeline