TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 253,466 shares; 2024Q4: 314,680 shares; 2025Q1: 321,783 shares; 2025Q2: 318,328 shares; 2025Q3: 389,942 shares; 2025Q4: 399,968 shares; 2026Q1: 391,220 shares; 2026Q2: 395,595 shares 395,595 $19.6M 7.04% +4,375 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 87,702 shares; 2024Q4: 190,131 shares; 2025Q1: 190,423 shares; 2025Q2: 166,142 shares; 2025Q3: 167,949 shares; 2025Q4: 175,023 shares; 2026Q1: 148,173 shares; 2026Q2: 149,434 shares 149,434 $19.1M 6.85% +1,261 Timeline AORT ARTIVION INC More: the full row for ARTIVION 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: 634,223 shares; 2026Q2: 634,223 shares 634,223 $15.3M 5.49% 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; 2024Q3: 74,281 shares; 2024Q4: 54,467 shares; 2025Q1: 55,016 shares; 2025Q2: 54,427 shares; 2025Q3: 71,334 shares; 2025Q4: 72,381 shares; 2026Q1: 74,248 shares; 2026Q2: 76,504 shares 76,504 $12.3M 4.43% +2,256 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: 35,404 shares; 2024Q4: 34,160 shares; 2025Q1: 34,216 shares; 2025Q2: 37,692 shares; 2025Q3: 36,774 shares; 2025Q4: 33,824 shares; 2026Q1: 33,652 shares; 2026Q2: 34,147 shares 34,147 $10.8M 3.87% +495 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: 113,113 shares; 2024Q4: 117,011 shares; 2025Q1: 117,472 shares; 2025Q2: 119,616 shares; 2025Q3: 120,484 shares; 2025Q4: 121,809 shares; 2026Q1: 122,319 shares; 2026Q2: 120,776 shares 120,776 $9.31M 3.34% -1,543 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 453,539 shares; 2024Q4: 482,110 shares; 2025Q1: 482,421 shares; 2025Q2: 469,276 shares; 2025Q3: 466,043 shares; 2025Q4: 458,723 shares; 2026Q1: 477,671 shares; 2026Q2: 480,097 shares 480,097 $9.17M 3.29% +2,426 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346,377 shares; 2024Q4: 129,630 shares; 2025Q1: 122,170 shares; 2025Q2: 109,839 shares; 2025Q3: 121,631 shares; 2025Q4: 128,328 shares; 2026Q1: 156,601 shares; 2026Q2: 155,371 shares 155,371 $7.85M 2.82% -1,230 Timeline JTEK 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: 11,863 shares; 2025Q3: 69,207 shares; 2025Q4: 73,495 shares; 2026Q1: 71,407 shares; 2026Q2: 73,375 shares 73,375 $7.67M 2.76% +1,968 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: 28,262 shares; 2024Q4: 28,817 shares; 2025Q1: 28,906 shares; 2025Q2: 29,859 shares; 2025Q3: 29,941 shares; 2025Q4: 30,091 shares; 2026Q1: 30,016 shares; 2026Q2: 30,713 shares 30,713 $7.54M 2.71% +697 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 33,933 shares; 2024Q4: 31,949 shares; 2025Q1: 31,215 shares; 2025Q2: 30,057 shares; 2025Q3: 30,312 shares; 2025Q4: 30,752 shares; 2026Q1: 32,089 shares; 2026Q2: 33,175 shares 33,175 $7.27M 2.61% +1,086 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: 8,837 shares; 2024Q4: 8,874 shares; 2025Q1: 8,503 shares; 2025Q2: 8,405 shares; 2025Q3: 8,859 shares; 2025Q4: 10,097 shares; 2026Q1: 10,174 shares; 2026Q2: 10,150 shares 10,150 $7.04M 2.53% -24 Timeline JGRO 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: 31,226 shares; 2024Q4: 51,314 shares; 2025Q1: 53,401 shares; 2025Q2: 56,783 shares; 2025Q3: 66,185 shares; 2025Q4: 69,184 shares; 2026Q1: 64,521 shares; 2026Q2: 68,401 shares 68,401 $6.62M 2.38% +3,880 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 68,582 shares; 2024Q4: 68,608 shares; 2025Q1: 68,793 shares; 2025Q2: 68,964 shares; 2025Q3: 69,153 shares; 2025Q4: 66,278 shares; 2026Q1: 65,051 shares; 2026Q2: 64,819 shares 64,819 $6.3M 2.26% -232 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 152,036 shares; 2024Q4: 103,401 shares; 2025Q1: 98,355 shares; 2025Q2: 92,505 shares; 2025Q3: 93,783 shares; 2025Q4: 220,578 shares; 2026Q1: 123,467 shares; 2026Q2: 107,548 shares 107,548 $5.7M 2.05% -15,919 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 151,285 shares; 2024Q4: 136,722 shares; 2025Q1: 134,985 shares; 2025Q2: 121,577 shares; 2025Q3: 106,247 shares; 2025Q4: 106,237 shares; 2026Q1: 103,949 shares; 2026Q2: 102,589 shares 102,589 $4.75M 1.71% -1,360 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,050 shares; 2024Q4: 3,655 shares; 2025Q1: 6,412 shares; 2025Q2: 6,776 shares; 2025Q3: 6,228 shares; 2025Q4: 5,769 shares; 2026Q1: 5,415 shares; 2026Q2: 6,301 shares 6,301 $4.57M 1.64% +886 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: 9,448 shares; 2024Q4: 9,812 shares; 2025Q1: 8,072 shares; 2025Q2: 10,033 shares; 2025Q3: 10,025 shares; 2025Q4: 12,524 shares; 2026Q1: 13,346 shares; 2026Q2: 12,858 shares 12,858 $4.33M 1.55% -488 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: 10,290 shares; 2024Q4: 11,042 shares; 2025Q1: 11,021 shares; 2025Q2: 15,204 shares; 2025Q3: 15,731 shares; 2025Q4: 16,220 shares; 2026Q1: 17,093 shares; 2026Q2: 17,562 shares 17,562 $3.7M 1.33% +469 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: 6,516 shares; 2024Q4: 6,401 shares; 2025Q1: 6,548 shares; 2025Q2: 7,507 shares; 2025Q3: 8,125 shares; 2025Q4: 8,480 shares; 2026Q1: 8,932 shares; 2026Q2: 9,384 shares 9,384 $3.33M 1.2% +452 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 77,682 shares; 2024Q4: 82,349 shares; 2025Q1: 81,895 shares; 2025Q2: 81,461 shares; 2025Q3: 74,956 shares; 2025Q4: 74,230 shares; 2026Q1: 69,115 shares; 2026Q2: 69,115 shares 69,115 $3.19M 1.15% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 85,893 shares; 2024Q4: 84,872 shares; 2025Q1: 84,709 shares; 2025Q2: 75,017 shares; 2025Q3: 73,651 shares; 2025Q4: 72,771 shares; 2026Q1: 76,609 shares; 2026Q2: 73,605 shares 73,605 $3.19M 1.14% -3,004 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 90,773 shares; 2024Q4: 70,972 shares; 2025Q1: 71,147 shares; 2025Q2: 71,361 shares; 2025Q3: 71,558 shares; 2025Q4: 71,075 shares; 2026Q1: 70,852 shares; 2026Q2: 69,602 shares 69,602 $3.1M 1.12% -1,250 Timeline INVESCO QQQ TR 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,200 shares 4,200 $3.05M 1.09% new PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 66,137 shares; 2024Q4: 64,859 shares; 2025Q1: 67,588 shares; 2025Q2: 60,250 shares; 2025Q3: 58,820 shares; 2025Q4: 57,701 shares; 2026Q1: 57,688 shares; 2026Q2: 57,688 shares 57,688 $2.77M 1% 0 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: 4,967 shares; 2024Q4: 5,310 shares; 2025Q1: 5,334 shares; 2025Q2: 5,884 shares; 2025Q3: 6,184 shares; 2025Q4: 6,268 shares; 2026Q1: 6,412 shares; 2026Q2: 6,986 shares 6,986 $2.69M 0.97% +574 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 93,328 shares; 2024Q4: 73,951 shares; 2025Q1: 73,435 shares; 2025Q2: 71,040 shares; 2025Q3: 61,566 shares; 2025Q4: 59,161 shares; 2026Q1: 59,202 shares; 2026Q2: 58,602 shares 58,602 $2.68M 0.96% -600 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 118,038 shares; 2024Q4: 73,685 shares; 2025Q1: 73,183 shares; 2025Q2: 75,696 shares; 2025Q3: 66,781 shares; 2025Q4: 66,771 shares; 2026Q1: 60,530 shares; 2026Q2: 60,872 shares 60,872 $2.65M 0.95% +342 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 70,327 shares; 2024Q4: 62,214 shares; 2025Q1: 62,214 shares; 2025Q2: 115,406 shares; 2025Q3: 63,344 shares; 2025Q4: 63,344 shares; 2026Q1: 61,468 shares; 2026Q2: 63,165 shares 63,165 $2.63M 0.94% +1,697 Timeline DBI DESIGNER BRANDS INC More: the full row for DESIGNER BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 662,947 shares; 2024Q4: 654,143 shares; 2025Q1: 764,020 shares; 2025Q2: 757,029 shares; 2025Q3: 757,029 shares; 2025Q4: 446,690 shares; 2026Q1: 446,690 shares; 2026Q2: 467,569 shares 467,569 $2.58M 0.93% +20,879 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: 32,256 shares; 2024Q4: 27,203 shares; 2025Q1: 27,045 shares; 2025Q2: 33,184 shares; 2025Q3: 33,653 shares; 2025Q4: 25,527 shares; 2026Q1: 35,761 shares; 2026Q2: 48,067 shares 48,067 $2.42M 0.87% +12,306 Timeline TCAL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,644 shares; 2025Q3: 47,214 shares; 2025Q4: 53,008 shares; 2026Q1: 90,885 shares; 2026Q2: 105,367 shares 105,367 $2.4M 0.86% +14,482 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,762 shares; 2026Q1: 1,914 shares; 2026Q2: 2,401 shares 2,401 $2.35M 0.84% +487 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,754 shares; 2024Q4: not reported; 2025Q1: 29,186 shares; 2025Q2: 25,959 shares; 2025Q3: 40,966 shares; 2025Q4: 20,135 shares; 2026Q1: 24,622 shares; 2026Q2: 63,629 shares 63,629 $2.31M 0.83% +39,007 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,322 shares; 2024Q4: not reported; 2025Q1: 6,547 shares; 2025Q2: 26,017 shares; 2025Q3: 25,670 shares; 2025Q4: 23,007 shares; 2026Q1: 36,814 shares; 2026Q2: 32,934 shares 32,934 $2.25M 0.81% -3,880 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: 3,729 shares; 2024Q4: 3,746 shares; 2025Q1: 3,791 shares; 2025Q2: 4,391 shares; 2025Q3: 4,431 shares; 2025Q4: 4,479 shares; 2026Q1: 4,471 shares; 2026Q2: 4,541 shares 4,541 $2.24M 0.81% +70 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: 1,254 shares; 2024Q4: 1,813 shares; 2025Q1: 1,955 shares; 2025Q2: 2,694 shares; 2025Q3: 2,689 shares; 2025Q4: 3,089 shares; 2026Q1: 3,835 shares; 2026Q2: 5,502 shares 5,502 $2.2M 0.79% +1,667 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: 7,099 shares; 2024Q4: 7,067 shares; 2025Q1: 7,098 shares; 2025Q2: 6,661 shares; 2025Q3: 6,501 shares; 2025Q4: 6,566 shares; 2026Q1: 6,454 shares; 2026Q2: 25,701 shares 25,701 $2.08M 0.75% +19,247 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 39,763 shares; 2024Q4: 37,688 shares; 2025Q1: 37,861 shares; 2025Q2: 38,116 shares; 2025Q3: 38,240 shares; 2025Q4: 38,517 shares; 2026Q1: 37,232 shares; 2026Q2: 33,986 shares 33,986 $1.92M 0.69% -3,246 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: 2,049 shares; 2024Q4: 2,054 shares; 2025Q1: 2,109 shares; 2025Q2: 2,207 shares; 2025Q3: 2,208 shares; 2025Q4: 2,214 shares; 2026Q1: 2,219 shares; 2026Q2: 2,419 shares 2,419 $1.83M 0.66% +200 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,744 shares; 2024Q4: 3,749 shares; 2025Q1: 3,756 shares; 2025Q2: 3,762 shares; 2025Q3: 3,766 shares; 2025Q4: 9,640 shares; 2026Q1: 9,652 shares; 2026Q2: 9,770 shares 9,770 $1.81M 0.65% +118 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,264 shares; 2025Q3: 8,595 shares; 2025Q4: 9,956 shares; 2026Q1: 10,258 shares; 2026Q2: 7,573 shares 7,573 $1.79M 0.64% -2,685 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,689 shares; 2025Q3: 1,948 shares; 2025Q4: 3,516 shares; 2026Q1: 3,736 shares; 2026Q2: 3,766 shares 3,766 $1.63M 0.59% +30 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,763 shares; 2024Q4: 25,619 shares; 2025Q1: 25,379 shares; 2025Q2: 21,857 shares; 2025Q3: 12,513 shares; 2025Q4: 12,513 shares; 2026Q1: 28,590 shares; 2026Q2: 28,444 shares 28,444 $1.42M 0.51% -146 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,573 shares; 2024Q4: 19,054 shares; 2025Q1: 20,274 shares; 2025Q2: 21,285 shares; 2025Q3: 20,848 shares; 2025Q4: 23,063 shares; 2026Q1: 22,990 shares; 2026Q2: 25,572 shares 25,572 $1.36M 0.49% +2,582 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,024 shares; 2024Q4: 13,114 shares; 2025Q1: 13,156 shares; 2025Q2: 13,199 shares; 2025Q3: 13,246 shares; 2025Q4: 13,297 shares; 2026Q1: 13,349 shares; 2026Q2: 13,525 shares 13,525 $1.32M 0.47% +176 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: 5,817 shares; 2024Q4: 5,837 shares; 2025Q1: 5,865 shares; 2025Q2: 5,888 shares; 2025Q3: 5,914 shares; 2025Q4: 5,938 shares; 2026Q1: 5,963 shares; 2026Q2: 5,985 shares 5,985 $1.28M 0.46% +22 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,436 shares; 2024Q4: 9,129 shares; 2025Q1: 9,067 shares; 2025Q2: 9,110 shares; 2025Q3: 11,279 shares; 2025Q4: 13,330 shares; 2026Q1: 10,790 shares; 2026Q2: 10,787 shares 10,787 $1.17M 0.42% -3 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,955 shares; 2026Q2: 22,727 shares 22,727 $1.17M 0.42% +12,772 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,026 shares; 2024Q4: 2,309 shares; 2025Q1: 2,413 shares; 2025Q2: 2,635 shares; 2025Q3: 2,515 shares; 2025Q4: 2,577 shares; 2026Q1: 3,057 shares; 2026Q2: 3,286 shares 3,286 $1.15M 0.41% +229 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,957 shares; 2025Q2: 9,514 shares; 2025Q3: 9,662 shares; 2025Q4: 13,527 shares; 2026Q1: 13,592 shares; 2026Q2: 18,233 shares 18,233 $1.1M 0.4% +4,641 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,537 shares; 2025Q1: 2,883 shares; 2025Q2: 5,188 shares; 2025Q3: 7,044 shares; 2025Q4: 6,906 shares; 2026Q1: 8,084 shares; 2026Q2: 8,782 shares 8,782 $1.08M 0.39% +698 Timeline FBCG 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: 17,187 shares; 2024Q4: 17,206 shares; 2025Q1: 17,206 shares; 2025Q2: 17,206 shares; 2025Q3: 17,208 shares; 2025Q4: 17,214 shares; 2026Q1: 17,214 shares; 2026Q2: 17,214 shares 17,214 $1.07M 0.39% 0 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: 1,391 shares; 2024Q4: 3,422 shares; 2025Q1: 3,566 shares; 2025Q2: 3,425 shares; 2025Q3: 2,970 shares; 2025Q4: 3,115 shares; 2026Q1: 3,732 shares; 2026Q2: 4,106 shares 4,106 $1.02M 0.37% +374 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 346 shares; 2024Q4: 450 shares; 2025Q1: 465 shares; 2025Q2: 577 shares; 2025Q3: 778 shares; 2025Q4: 792 shares; 2026Q1: 776 shares; 2026Q2: 840 shares 840 $999K 0.36% +64 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,262 shares; 2024Q4: 1,278 shares; 2025Q1: 1,345 shares; 2025Q2: 1,962 shares; 2025Q3: 2,026 shares; 2025Q4: 1,675 shares; 2026Q1: 2,279 shares; 2026Q2: 2,434 shares 2,434 $993K 0.36% +155 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: 1,470 shares; 2024Q4: 1,623 shares; 2025Q1: 1,716 shares; 2025Q2: 1,966 shares; 2025Q3: 2,209 shares; 2025Q4: 2,304 shares; 2026Q1: 2,397 shares; 2026Q2: 2,714 shares 2,714 $969K 0.35% +317 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,177 shares; 2025Q3: 1,197 shares; 2025Q4: 1,312 shares; 2026Q1: 1,396 shares; 2026Q2: 1,578 shares 1,578 $951K 0.34% +182 Timeline XDSQ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,183 shares; 2024Q4: 15,163 shares; 2025Q1: 15,974 shares; 2025Q2: 16,637 shares; 2025Q3: 16,632 shares; 2025Q4: 18,436 shares; 2026Q1: 18,378 shares; 2026Q2: 20,951 shares 20,951 $910K 0.33% +2,573 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,929 shares; 2025Q4: 2,280 shares; 2026Q1: 3,046 shares; 2026Q2: 3,296 shares 3,296 $850K 0.31% +250 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 304 shares; 2025Q4: 354 shares; 2026Q1: 378 shares; 2026Q2: 469 shares 469 $843K 0.3% +91 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: 857 shares; 2024Q4: 975 shares; 2025Q1: 1,023 shares; 2025Q2: 1,199 shares; 2025Q3: 1,222 shares; 2025Q4: 1,258 shares; 2026Q1: 1,261 shares; 2026Q2: 1,246 shares 1,246 $834K 0.3% -15 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,025 shares; 2024Q4: 9,149 shares; 2025Q1: 9,149 shares; 2025Q2: 19,032 shares; 2025Q3: 18,888 shares; 2025Q4: 18,888 shares; 2026Q1: 18,617 shares; 2026Q2: 19,204 shares 19,204 $814K 0.29% +587 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,548 shares; 2025Q4: 14,656 shares; 2026Q1: 39,456 shares; 2026Q2: 16,274 shares 16,274 $808K 0.29% -23,182 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,020 shares; 2024Q4: 2,742 shares; 2025Q1: 3,704 shares; 2025Q2: 3,849 shares; 2025Q3: 4,061 shares; 2025Q4: 4,403 shares; 2026Q1: 5,342 shares; 2026Q2: 5,732 shares 5,732 $796K 0.29% +390 Timeline JMTG 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: 34,712 shares; 2025Q3: 29,816 shares; 2025Q4: 25,798 shares; 2026Q1: 21,720 shares; 2026Q2: 14,905 shares 14,905 $750K 0.27% -6,815 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,055 shares; 2024Q4: 3,619 shares; 2025Q1: 3,643 shares; 2025Q2: 3,643 shares; 2025Q3: 3,725 shares; 2025Q4: 3,763 shares; 2026Q1: 3,618 shares; 2026Q2: 3,635 shares 3,635 $732K 0.26% +17 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: 13,139 shares; 2024Q4: 13,057 shares; 2025Q1: 12,891 shares; 2025Q2: 12,435 shares; 2025Q3: 11,661 shares; 2025Q4: 11,902 shares; 2026Q1: 11,735 shares; 2026Q2: 9,626 shares 9,626 $728K 0.26% -2,109 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,770 shares; 2024Q4: 3,781 shares; 2025Q1: 2,880 shares; 2025Q2: 2,886 shares; 2025Q3: 3,081 shares; 2025Q4: 3,183 shares; 2026Q1: 3,196 shares; 2026Q2: 3,307 shares 3,307 $727K 0.26% +111 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,164 shares; 2025Q4: 3,568 shares; 2026Q1: 3,421 shares; 2026Q2: 4,436 shares 4,436 $671K 0.24% +1,015 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 238 shares; 2025Q3: 458 shares; 2025Q4: 2,626 shares; 2026Q1: 5,004 shares; 2026Q2: 6,025 shares 6,025 $649K 0.23% +1,021 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: 7,380 shares; 2024Q4: 7,603 shares; 2025Q1: 7,730 shares; 2025Q2: 8,031 shares; 2025Q3: 8,298 shares; 2025Q4: 8,541 shares; 2026Q1: 8,541 shares; 2026Q2: 8,959 shares 8,959 $643K 0.23% +418 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: 564 shares; 2024Q4: 578 shares; 2025Q1: not reported; 2025Q2: 628 shares; 2025Q3: 649 shares; 2025Q4: 656 shares; 2026Q1: 652 shares; 2026Q2: 672 shares 672 $640K 0.23% +20 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,561 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,035 shares; 2026Q1: 1,041 shares; 2026Q2: 1,117 shares 1,117 $623K 0.22% +76 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: 1,636 shares; 2024Q4: 2,105 shares; 2025Q1: 2,254 shares; 2025Q2: 2,565 shares; 2025Q3: 2,884 shares; 2025Q4: 2,676 shares; 2026Q1: 4,071 shares; 2026Q2: 4,142 shares 4,142 $609K 0.22% +71 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: 3,215 shares; 2024Q4: 1,469 shares; 2025Q1: 1,560 shares; 2025Q2: 2,007 shares; 2025Q3: 2,087 shares; 2025Q4: 2,163 shares; 2026Q1: 2,168 shares; 2026Q2: 2,316 shares 2,316 $595K 0.21% +148 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,930 shares; 2026Q2: 8,546 shares 8,546 $572K 0.21% +616 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: 989 shares; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: 944 shares; 2025Q3: 945 shares; 2025Q4: 946 shares; 2026Q1: 947 shares; 2026Q2: 957 shares 957 $556K 0.2% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares; 2026Q2: 4,693 shares 4,693 $554K 0.2% +4,107 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,315 shares; 2026Q1: 1,502 shares; 2026Q2: 1,701 shares 1,701 $543K 0.19% +199 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: 3,337 shares; 2024Q4: 3,459 shares; 2025Q1: 3,509 shares; 2025Q2: 3,899 shares; 2025Q3: 4,673 shares; 2025Q4: 5,190 shares; 2026Q1: 5,091 shares; 2026Q2: 4,702 shares 4,702 $536K 0.19% -389 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 2,942 shares; 2025Q1: 3,026 shares; 2025Q2: 3,385 shares; 2025Q3: 3,397 shares; 2025Q4: 3,667 shares; 2026Q1: 4,086 shares; 2026Q2: 4,345 shares 4,345 $532K 0.19% +259 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,148 shares; 2026Q2: 1,400 shares 1,400 $490K 0.18% +252 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN 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: 3,344 shares 3,344 $486K 0.17% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,264 shares; 2025Q2: 4,681 shares; 2025Q3: 4,563 shares; 2025Q4: 5,059 shares; 2026Q1: 6,407 shares; 2026Q2: 6,498 shares 6,498 $484K 0.17% +91 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 672 shares; 2024Q4: 692 shares; 2025Q1: 693 shares; 2025Q2: 741 shares; 2025Q3: 672 shares; 2025Q4: 475 shares; 2026Q1: 491 shares; 2026Q2: 511 shares 511 $468K 0.17% +20 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,944 shares; 2024Q4: 8,028 shares; 2025Q1: 8,072 shares; 2025Q2: 8,144 shares; 2025Q3: 8,213 shares; 2025Q4: 7,571 shares; 2026Q1: 5,830 shares; 2026Q2: 5,874 shares 5,874 $464K 0.17% +44 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,759 shares; 2025Q2: 1,835 shares; 2025Q3: 1,855 shares; 2025Q4: 1,863 shares; 2026Q1: 1,864 shares; 2026Q2: 1,884 shares 1,884 $444K 0.16% +20 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: 19,503 shares; 2024Q4: 20,225 shares; 2025Q1: 20,187 shares; 2025Q2: 20,555 shares; 2025Q3: 20,814 shares; 2025Q4: 21,222 shares; 2026Q1: 21,595 shares; 2026Q2: 21,952 shares 21,952 $432K 0.16% +357 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: 1,874 shares; 2024Q4: 1,793 shares; 2025Q1: 1,847 shares; 2025Q2: 1,898 shares; 2025Q3: 2,146 shares; 2025Q4: 2,171 shares; 2026Q1: 2,265 shares; 2026Q2: 2,393 shares 2,393 $422K 0.15% +128 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,752 shares; 2025Q2: 3,129 shares; 2025Q3: 3,369 shares; 2025Q4: 3,480 shares; 2026Q1: 3,351 shares; 2026Q2: 3,324 shares 3,324 $421K 0.15% -27 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 611 shares; 2024Q4: 973 shares; 2025Q1: 1,046 shares; 2025Q2: 1,182 shares; 2025Q3: 1,121 shares; 2025Q4: 1,004 shares; 2026Q1: 959 shares; 2026Q2: 1,184 shares 1,184 $406K 0.15% +225 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,451 shares; 2024Q4: 1,470 shares; 2025Q1: 1,471 shares; 2025Q2: 1,472 shares; 2025Q3: 1,545 shares; 2025Q4: 1,552 shares; 2026Q1: 1,646 shares; 2026Q2: 1,717 shares 1,717 $396K 0.14% +71 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,253 shares; 2025Q3: 15,375 shares; 2025Q4: 15,725 shares; 2026Q1: 15,863 shares; 2026Q2: 16,008 shares 16,008 $393K 0.14% +145 Timeline MICRON TECHNOLOGY INC MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 400 shares 400 $392K 0.14% new RCKY ROCKY BRANDS INC More: the full row for ROCKY BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,259 shares; 2024Q4: 10,873 shares; 2025Q1: 11,767 shares; 2025Q2: 12,917 shares; 2025Q3: 11,318 shares; 2025Q4: 8,172 shares; 2026Q1: 8,858 shares; 2026Q2: 9,387 shares 9,387 $377K 0.14% +529 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,306 shares 2,306 $371K 0.13% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,247 shares; 2025Q3: 1,124 shares; 2025Q4: 1,300 shares; 2026Q1: not reported; 2026Q2: 1,096 shares 1,096 $357K 0.13% new Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,053 shares; 2024Q4: 12,503 shares; 2025Q1: 12,503 shares; 2025Q2: 10,247 shares; 2025Q3: 9,450 shares; 2025Q4: 9,200 shares; 2026Q1: 8,821 shares; 2026Q2: 7,110 shares 7,110 $349K 0.13% -1,711 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,403 shares; 2024Q4: 6,403 shares; 2025Q1: 4,223 shares; 2025Q2: 4,223 shares; 2025Q3: 4,223 shares; 2025Q4: 4,223 shares; 2026Q1: 4,223 shares; 2026Q2: 4,223 shares 4,223 $346K 0.12% 0 Timeline VIOO 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: 2,404 shares; 2024Q4: 2,440 shares; 2025Q1: 2,440 shares; 2025Q2: 2,440 shares; 2025Q3: 2,440 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares; 2026Q2: 2,472 shares 2,472 $334K 0.12% 0 Timeline NJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,708 shares; 2024Q4: 9,995 shares; 2025Q1: 9,995 shares; 2025Q2: 9,995 shares; 2025Q3: 9,995 shares; 2025Q4: 9,995 shares; 2026Q1: 9,995 shares; 2026Q2: 9,995 shares 9,995 $327K 0.12% 0 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,161 shares; 2024Q4: 27,546 shares; 2025Q1: 27,627 shares; 2025Q2: 31,681 shares; 2025Q3: 31,545 shares; 2025Q4: 20,924 shares; 2026Q1: 20,160 shares; 2026Q2: 15,937 shares 15,937 $324K 0.12% -4,223 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,907 shares; 2026Q1: 6,916 shares; 2026Q2: 6,908 shares 6,908 $322K 0.12% -8 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: 6,124 shares; 2024Q4: 16,137 shares; 2025Q1: 16,440 shares; 2025Q2: 31,351 shares; 2025Q3: 25,365 shares; 2025Q4: 22,489 shares; 2026Q1: 9,167 shares; 2026Q2: 6,056 shares 6,056 $308K 0.11% -3,111 Timeline DLTH DULUTH HLDGS INC More: the full row for DULUTH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,441 shares; 2024Q4: 14,441 shares; 2025Q1: 14,441 shares; 2025Q2: 32,419 shares; 2025Q3: 32,419 shares; 2025Q4: 32,419 shares; 2026Q1: 32,419 shares; 2026Q2: 74,973 shares 74,973 $302K 0.11% +42,554 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,531 shares; 2024Q4: 10,098 shares; 2025Q1: 10,085 shares; 2025Q2: 9,941 shares; 2025Q3: 6,800 shares; 2025Q4: 6,792 shares; 2026Q1: 6,754 shares; 2026Q2: 6,754 shares 6,754 $302K 0.11% 0 Timeline UPGD 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: 3,473 shares; 2024Q4: 3,516 shares; 2025Q1: 3,516 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,577 shares; 2026Q1: 3,577 shares; 2026Q2: 3,577 shares 3,577 $295K 0.11% 0 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: 930 shares; 2024Q4: 950 shares; 2025Q1: 556 shares; 2025Q2: 582 shares; 2025Q3: 578 shares; 2025Q4: 579 shares; 2026Q1: 580 shares; 2026Q2: 3,372 shares 3,372 $295K 0.11% +2,792 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,975 shares; 2024Q4: not reported; 2025Q1: 3,201 shares; 2025Q2: 3,512 shares; 2025Q3: 3,319 shares; 2025Q4: 3,420 shares; 2026Q1: 3,468 shares; 2026Q2: 3,484 shares 3,484 $291K 0.1% +16 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,742 shares; 2024Q4: 2,646 shares; 2025Q1: 2,713 shares; 2025Q2: 3,076 shares; 2025Q3: 2,873 shares; 2025Q4: 2,757 shares; 2026Q1: 2,849 shares; 2026Q2: 3,070 shares 3,070 $288K 0.1% +221 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 901 shares; 2025Q3: 901 shares; 2025Q4: 901 shares; 2026Q1: 901 shares; 2026Q2: 743 shares 743 $280K 0.1% -158 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,440 shares; 2024Q4: 2,445 shares; 2025Q1: 2,472 shares; 2025Q2: 2,564 shares; 2025Q3: 2,572 shares; 2025Q4: 2,539 shares; 2026Q1: 2,558 shares; 2026Q2: 2,610 shares 2,610 $277K 0.1% +52 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: 1,619 shares; 2025Q4: 1,619 shares; 2026Q1: 1,619 shares; 2026Q2: 1,619 shares 1,619 $268K 0.1% 0 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,830 shares; 2024Q4: 2,837 shares; 2025Q1: 2,843 shares; 2025Q2: 2,849 shares; 2025Q3: 2,854 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares; 2026Q2: 2,860 shares 2,860 $268K 0.1% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,435 shares 2,435 $267K 0.1% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 580 shares; 2025Q4: 581 shares; 2026Q1: 581 shares; 2026Q2: 2,909 shares 2,909 $259K 0.09% +2,328 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,721 shares; 2024Q4: not reported; 2025Q1: 6,681 shares; 2025Q2: 6,807 shares; 2025Q3: 6,807 shares; 2025Q4: 6,609 shares; 2026Q1: 6,279 shares; 2026Q2: 6,303 shares 6,303 $258K 0.09% +24 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,879 shares; 2025Q4: 1,856 shares; 2026Q1: 1,806 shares; 2026Q2: 1,810 shares 1,810 $255K 0.09% +4 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 16,234 shares; 2024Q4: 14,805 shares; 2025Q1: 27,974 shares; 2025Q2: 19,057 shares; 2025Q3: 9,001 shares; 2025Q4: 9,009 shares; 2026Q1: 9,015 shares; 2026Q2: 6,469 shares 6,469 $251K 0.09% -2,546 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 2,561 shares 2,561 $246K 0.09% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,442 shares; 2026Q1: 3,425 shares; 2026Q2: 3,443 shares 3,443 $244K 0.09% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,600 shares 2,600 $239K 0.09% 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: 4,100 shares; 2025Q3: 4,112 shares; 2025Q4: 4,123 shares; 2026Q1: 4,141 shares; 2026Q2: 4,153 shares 4,153 $231K 0.08% +12 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,202 shares 1,202 $225K 0.08% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 891 shares 891 $224K 0.08% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 1,577 shares; 2025Q4: not reported; 2026Q1: 1,092 shares; 2026Q2: 1,366 shares 1,366 $223K 0.08% +274 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 784 shares 784 $223K 0.08% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,370 shares; 2025Q4: 1,405 shares; 2026Q1: 1,505 shares; 2026Q2: 1,570 shares 1,570 $221K 0.08% +65 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,119 shares 1,119 $219K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $218K 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 746 shares 746 $214K 0.08% new Timeline VIOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,843 shares 1,843 $214K 0.08% new 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: 24,015 shares; 2024Q4: not reported; 2025Q1: 8,968 shares; 2025Q2: 9,079 shares; 2025Q3: 9,199 shares; 2025Q4: 9,324 shares; 2026Q1: 9,427 shares; 2026Q2: 9,540 shares 9,540 $211K 0.08% +113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,596 shares 3,596 $204K 0.07% new Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,573 shares 6,573 $202K 0.07% new Timeline