GDMA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558,958 shares; 2024Q4: 4,530,461 shares; 2025Q1: 3,695,325 shares; 2025Q2: 3,457,636 shares; 2025Q3: 3,245,686 shares; 2025Q4: 3,779,693 shares; 2026Q1: 4,251,111 shares 4,251,111 $173M 29.2% +471,418 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; 2024Q2: restricted; 2024Q3: 937,330 shares; 2024Q4: 937,330 shares; 2025Q1: 937,051 shares; 2025Q2: 937,216 shares; 2025Q3: 936,581 shares; 2025Q4: 936,630 shares; 2026Q1: 935,764 shares 935,764 $47M 7.93% -866 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928,849 shares; 2024Q4: 891,620 shares; 2025Q1: 758,994 shares; 2025Q2: 793,755 shares; 2025Q3: 1,051,679 shares; 2025Q4: 1,005,236 shares; 2026Q1: 997,108 shares 997,108 $44.5M 7.51% -8,128 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,237 shares; 2024Q4: 270,520 shares; 2025Q1: 301,698 shares; 2025Q2: 263,858 shares; 2025Q3: 216,734 shares; 2025Q4: 294,499 shares; 2026Q1: 343,434 shares 343,434 $34.6M 5.84% +48,935 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; 2024Q2: restricted; 2024Q3: 368,821 shares; 2024Q4: 435,248 shares; 2025Q1: 443,326 shares; 2025Q2: 597,544 shares; 2025Q3: 690,191 shares; 2025Q4: 698,754 shares; 2026Q1: 712,019 shares 712,019 $27.2M 4.6% +13,265 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; 2024Q2: restricted; 2024Q3: 392,618 shares; 2024Q4: 1,153,953 shares; 2025Q1: 1,137,768 shares; 2025Q2: 1,180,127 shares; 2025Q3: 1,141,616 shares; 2025Q4: 1,141,669 shares; 2026Q1: 856,721 shares 856,721 $22M 3.71% -284,948 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; 2024Q2: restricted; 2024Q3: 60,510 shares; 2024Q4: 60,464 shares; 2025Q1: 60,960 shares; 2025Q2: 74,116 shares; 2025Q3: 59,880 shares; 2025Q4: 59,845 shares; 2026Q1: 60,248 shares 60,248 $19.3M 3.26% +403 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,418 shares; 2025Q2: 144,807 shares; 2025Q3: 237,749 shares; 2025Q4: 234,657 shares; 2026Q1: 244,668 shares 244,668 $13.8M 2.34% +10,011 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; 2024Q2: restricted; 2024Q3: 105,079 shares; 2024Q4: 409,243 shares; 2025Q1: 30,412 shares; 2025Q2: 779,973 shares; 2025Q3: 413,846 shares; 2025Q4: 360,184 shares; 2026Q1: 450,414 shares 450,414 $13.1M 2.21% +90,230 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,502 shares; 2024Q4: 80,562 shares; 2025Q1: 79,990 shares; 2025Q2: 82,049 shares; 2025Q3: 80,883 shares; 2025Q4: 79,213 shares; 2026Q1: 76,986 shares 76,986 $12.2M 2.06% -2,227 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; 2024Q2: restricted; 2024Q3: 64,286 shares; 2024Q4: 66,845 shares; 2025Q1: 65,223 shares; 2025Q2: 65,853 shares; 2025Q3: 65,992 shares; 2025Q4: 159,246 shares; 2026Q1: 192,965 shares 192,965 $11.8M 2% +33,719 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,694 shares; 2025Q3: 151,148 shares; 2025Q4: 188,219 shares; 2026Q1: 356,821 shares 356,821 $11.8M 1.98% +168,602 Timeline FEZ 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 137,494 shares; 2025Q2: 178,222 shares; 2025Q3: 172,613 shares; 2025Q4: 165,966 shares; 2026Q1: 164,736 shares 164,736 $10.2M 1.73% -1,230 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,241 shares; 2024Q4: 119,987 shares; 2025Q1: 122,727 shares; 2025Q2: 126,452 shares; 2025Q3: 129,461 shares; 2025Q4: 116,497 shares; 2026Q1: 108,630 shares 108,630 $5.85M 0.99% -7,867 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; 2024Q2: restricted; 2024Q3: 7,903 shares; 2024Q4: 8,202 shares; 2025Q1: 7,470 shares; 2025Q2: 7,830 shares; 2025Q3: 9,328 shares; 2025Q4: 7,724 shares; 2026Q1: 7,082 shares 7,082 $4.61M 0.78% -642 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,697 shares; 2024Q4: 23,625 shares; 2025Q1: 21,673 shares; 2025Q2: 59,886 shares; 2025Q3: 28,055 shares; 2025Q4: 16,187 shares; 2026Q1: 16,710 shares 16,710 $4.24M 0.72% +523 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,797 shares; 2024Q4: 34,992 shares; 2025Q1: 27,952 shares; 2025Q2: 28,223 shares; 2025Q3: 29,629 shares; 2025Q4: 24,453 shares; 2026Q1: 23,885 shares 23,885 $4.17M 0.7% -568 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,642 shares; 2024Q4: 64,642 shares; 2025Q1: 64,642 shares; 2025Q2: 64,642 shares; 2025Q3: 64,671 shares; 2025Q4: 64,687 shares; 2026Q1: 64,674 shares 64,674 $4.1M 0.69% -13 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; 2024Q2: restricted; 2024Q3: 55,283 shares; 2024Q4: 77,906 shares; 2025Q1: 497,537 shares; 2025Q2: 495,257 shares; 2025Q3: 82,026 shares; 2025Q4: 68,119 shares; 2026Q1: 70,818 shares 70,818 $3.54M 0.6% +2,699 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 6,562 shares; 2025Q1: 6,633 shares; 2025Q2: 10,089 shares; 2025Q3: 13,074 shares; 2025Q4: 13,941 shares; 2026Q1: 13,884 shares 13,884 $3.39M 0.57% -57 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; 2024Q2: restricted; 2024Q3: 22,646 shares; 2024Q4: 17,851 shares; 2025Q1: 3,386 shares; 2025Q2: 3,337 shares; 2025Q3: 3,457 shares; 2025Q4: 1,894 shares; 2026Q1: 7,129 shares 7,129 $3.07M 0.52% +5,235 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,323 shares; 2024Q4: 8,466 shares; 2025Q1: 7,734 shares; 2025Q2: 9,292 shares; 2025Q3: 8,508 shares; 2025Q4: 7,760 shares; 2026Q1: 8,113 shares 8,113 $3M 0.51% +353 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; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 15,957 shares; 2025Q1: 19,716 shares; 2025Q2: 17,496 shares; 2025Q3: 23,445 shares; 2025Q4: 16,975 shares; 2026Q1: 16,029 shares 16,029 $2.72M 0.46% -946 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,638 shares 86,638 $2.62M 0.44% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,749 shares; 2024Q4: 22,634 shares; 2025Q1: 16,573 shares; 2025Q2: 20,669 shares; 2025Q3: 130,067 shares; 2025Q4: 126,790 shares; 2026Q1: 32,482 shares 32,482 $2.57M 0.43% -94,308 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,866 shares; 2024Q4: 12,891 shares; 2025Q1: 10,421 shares; 2025Q2: 9,475 shares; 2025Q3: 9,091 shares; 2025Q4: 8,247 shares; 2026Q1: 8,873 shares 8,873 $2.55M 0.43% +626 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,660 shares; 2024Q4: 12,650 shares; 2025Q1: 12,732 shares; 2025Q2: 13,010 shares; 2025Q3: 13,062 shares; 2025Q4: 12,601 shares; 2026Q1: 12,622 shares 12,622 $2.42M 0.41% +21 Timeline MOOD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,936 shares; 2024Q4: 31,536 shares; 2025Q1: 39,300 shares; 2025Q2: 49,365 shares; 2025Q3: 52,590 shares; 2025Q4: 55,265 shares; 2026Q1: 56,721 shares 56,721 $2.33M 0.39% +1,456 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,145 shares; 2024Q4: 17,145 shares; 2025Q1: 17,145 shares; 2025Q2: 17,145 shares; 2025Q3: 17,145 shares; 2025Q4: 17,145 shares; 2026Q1: 17,145 shares 17,145 $2.27M 0.38% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 7,328 shares; 2025Q1: 5,189 shares; 2025Q2: 5,189 shares; 2025Q3: 5,189 shares; 2025Q4: 5,189 shares; 2026Q1: 5,189 shares 5,189 $2.21M 0.37% 0 Timeline BWZ SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459,289 shares; 2025Q3: 506,049 shares; 2025Q4: 527,796 shares; 2026Q1: 81,729 shares 81,729 $2.2M 0.37% -446,067 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,414 shares; 2024Q4: 29,414 shares; 2025Q1: 24,216 shares; 2025Q2: 24,216 shares; 2025Q3: 23,954 shares; 2025Q4: 23,954 shares; 2026Q1: 23,954 shares 23,954 $2.1M 0.36% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 7,803 shares; 2025Q1: 7,597 shares; 2025Q2: 9,505 shares; 2025Q3: 6,554 shares; 2025Q4: 7,010 shares; 2026Q1: 6,671 shares 6,671 $1.91M 0.32% -339 Timeline FLJP 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; 2024Q2: restricted; 2024Q3: 49,113 shares; 2024Q4: 30,055 shares; 2025Q1: 29,209 shares; 2025Q2: 30,475 shares; 2025Q3: 28,713 shares; 2025Q4: 49,614 shares; 2026Q1: 52,736 shares 52,736 $1.91M 0.32% +3,122 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,195 shares; 2024Q4: 20,195 shares; 2025Q1: 20,195 shares; 2025Q2: 20,319 shares; 2025Q3: 20,319 shares; 2025Q4: 20,195 shares; 2026Q1: 20,222 shares 20,222 $1.88M 0.32% +27 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; 2024Q2: restricted; 2024Q3: 10,724 shares; 2024Q4: 10,966 shares; 2025Q1: 10,250 shares; 2025Q2: 12,092 shares; 2025Q3: 12,256 shares; 2025Q4: 9,070 shares; 2026Q1: 8,945 shares 8,945 $1.86M 0.31% -125 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,887 shares; 2025Q4: 19,174 shares; 2026Q1: 86,975 shares 86,975 $1.86M 0.31% +67,801 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,161 shares; 2025Q3: 27,245 shares; 2025Q4: 38,712 shares; 2026Q1: 36,538 shares 36,538 $1.79M 0.3% -2,174 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,856 shares; 2026Q1: 23,835 shares 23,835 $1.71M 0.29% +18,979 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; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,551 shares; 2025Q1: 2,224 shares; 2025Q2: 2,938 shares; 2025Q3: 2,860 shares; 2025Q4: 2,695 shares; 2026Q1: 2,920 shares 2,920 $1.67M 0.28% +225 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,664 shares; 2024Q4: 17,665 shares; 2025Q1: 14,150 shares; 2025Q2: 14,151 shares; 2025Q3: 14,817 shares; 2025Q4: 14,010 shares; 2026Q1: 14,010 shares 14,010 $1.55M 0.26% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,537 shares; 2025Q3: 22,058 shares; 2025Q4: 21,504 shares; 2026Q1: 19,342 shares 19,342 $1.49M 0.25% -2,162 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,409 shares; 2024Q4: 12,419 shares; 2025Q1: 6,918 shares; 2025Q2: 10,498 shares; 2025Q3: 6,918 shares; 2025Q4: 6,918 shares; 2026Q1: 6,918 shares 6,918 $1.48M 0.25% 0 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,723 shares; 2024Q4: 7,319 shares; 2025Q1: 10,929 shares; 2025Q2: 160,525 shares; 2025Q3: 8,899 shares; 2025Q4: 7,083 shares; 2026Q1: 12,588 shares 12,588 $1.46M 0.25% +5,505 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; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 5,143 shares; 2025Q1: 5,029 shares; 2025Q2: 5,592 shares; 2025Q3: 4,610 shares; 2025Q4: 4,760 shares; 2026Q1: 4,741 shares 4,741 $1.39M 0.24% -19 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,013 shares; 2024Q4: 15,013 shares; 2025Q1: 9,060 shares; 2025Q2: 9,053 shares; 2025Q3: 9,053 shares; 2025Q4: 9,053 shares; 2026Q1: 9,406 shares 9,406 $1.34M 0.23% +353 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,419 shares; 2024Q4: 9,419 shares; 2025Q1: 9,570 shares; 2025Q2: 9,419 shares; 2025Q3: 9,419 shares; 2025Q4: 9,419 shares; 2026Q1: 9,419 shares 9,419 $1.34M 0.23% 0 Timeline AAUS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 491,798 shares; 2025Q4: 24,443 shares; 2026Q1: 24,443 shares 24,443 $1.28M 0.22% 0 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; 2024Q2: restricted; 2024Q3: 35,276 shares; 2024Q4: 35,283 shares; 2025Q1: 32,866 shares; 2025Q2: 32,866 shares; 2025Q3: 32,951 shares; 2025Q4: 32,346 shares; 2026Q1: 32,346 shares 32,346 $1.26M 0.21% 0 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,485 shares 25,485 $1.25M 0.21% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,429 shares; 2025Q4: 15,652 shares; 2026Q1: 16,302 shares 16,302 $1.24M 0.21% +650 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,217 shares; 2024Q4: 4,216 shares; 2025Q1: 1,937 shares; 2025Q2: 2,997 shares; 2025Q3: 2,702 shares; 2025Q4: 2,254 shares; 2026Q1: 1,902 shares 1,902 $1.24M 0.21% -352 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,701 shares; 2024Q4: 24,701 shares; 2025Q1: 24,701 shares; 2025Q2: 45,164 shares; 2025Q3: 31,917 shares; 2025Q4: 31,851 shares; 2026Q1: 31,864 shares 31,864 $1.21M 0.2% +13 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,296 shares; 2024Q4: 18,296 shares; 2025Q1: 18,902 shares; 2025Q2: 18,902 shares; 2025Q3: 18,145 shares; 2025Q4: 18,145 shares; 2026Q1: 18,145 shares 18,145 $1.2M 0.2% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,201 shares; 2025Q4: 10,343 shares; 2026Q1: 8,852 shares 8,852 $1.18M 0.2% -1,491 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; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 11,776 shares; 2025Q1: 11,240 shares; 2025Q2: 10,715 shares; 2025Q3: 9,370 shares; 2025Q4: 7,855 shares; 2026Q1: 7,826 shares 7,826 $1.14M 0.19% -29 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,375 shares; 2025Q4: 12,692 shares; 2026Q1: 10,055 shares 10,055 $1.11M 0.19% -2,637 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,340 shares; 2025Q4: 12,803 shares; 2026Q1: 14,302 shares 14,302 $1.07M 0.18% +1,499 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,737 shares; 2024Q4: 11,809 shares; 2025Q1: 11,753 shares; 2025Q2: 13,207 shares; 2025Q3: 11,671 shares; 2025Q4: 8,790 shares; 2026Q1: 8,834 shares 8,834 $1.05M 0.18% +44 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; 2024Q2: restricted; 2024Q3: 10,829 shares; 2024Q4: 9,775 shares; 2025Q1: 9,844 shares; 2025Q2: 9,670 shares; 2025Q3: 9,393 shares; 2025Q4: 9,401 shares; 2026Q1: 11,625 shares 11,625 $1.03M 0.17% +2,224 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; 2024Q2: restricted; 2024Q3: 42,689 shares; 2024Q4: 49,821 shares; 2025Q1: 50,825 shares; 2025Q2: 29,151 shares; 2025Q3: 71,557 shares; 2025Q4: 37,288 shares; 2026Q1: 20,119 shares 20,119 $1.01M 0.17% -17,169 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,808 shares; 2025Q2: not reported; 2025Q3: 10,109 shares; 2025Q4: 10,565 shares; 2026Q1: 58,193 shares 58,193 $1.01M 0.17% +47,628 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,884 shares; 2024Q4: 25,984 shares; 2025Q1: 23,035 shares; 2025Q2: 19,086 shares; 2025Q3: 19,086 shares; 2025Q4: 19,086 shares; 2026Q1: 19,086 shares 19,086 $1.01M 0.17% 0 Timeline SOXQ 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,104 shares; 2025Q4: 15,437 shares; 2026Q1: 16,753 shares 16,753 $1M 0.17% +1,316 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,396 shares 15,396 $985K 0.17% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,307 shares; 2024Q4: 16,961 shares; 2025Q1: 16,632 shares; 2025Q2: 21,165 shares; 2025Q3: 23,854 shares; 2025Q4: 20,793 shares; 2026Q1: 16,508 shares 16,508 $974K 0.16% -4,285 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 185,637 shares; 2025Q3: 224,188 shares; 2025Q4: 229,126 shares; 2026Q1: 38,431 shares 38,431 $965K 0.16% -190,695 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; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,087 shares; 2025Q1: 2,167 shares; 2025Q2: 5,122 shares; 2025Q3: 2,545 shares; 2025Q4: 1,964 shares; 2026Q1: 1,973 shares 1,973 $945K 0.16% +9 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,019 shares; 2024Q4: 185,859 shares; 2025Q1: 203,724 shares; 2025Q2: 118,548 shares; 2025Q3: 63,540 shares; 2025Q4: 33,130 shares; 2026Q1: 18,654 shares 18,654 $939K 0.16% -14,476 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,880 shares; 2024Q4: 257,877 shares; 2025Q1: 25,596 shares; 2025Q2: 96,888 shares; 2025Q3: 142,852 shares; 2025Q4: 69,351 shares; 2026Q1: 35,919 shares 35,919 $921K 0.16% -33,432 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,723 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,338 shares; 2026Q1: 4,394 shares 4,394 $913K 0.15% +2,056 Timeline PRF 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; 2024Q2: restricted; 2024Q3: 18,530 shares; 2024Q4: 18,530 shares; 2025Q1: 18,530 shares; 2025Q2: 18,530 shares; 2025Q3: 18,530 shares; 2025Q4: 18,530 shares; 2026Q1: 18,530 shares 18,530 $881K 0.15% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,179 shares; 2025Q4: 18,150 shares; 2026Q1: 18,781 shares 18,781 $876K 0.15% +631 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,126 shares; 2025Q1: 14,686 shares; 2025Q2: 14,906 shares; 2025Q3: 26,377 shares; 2025Q4: 26,700 shares; 2026Q1: 28,436 shares 28,436 $853K 0.14% +1,736 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,451 shares; 2024Q4: 16,451 shares; 2025Q1: 17,251 shares; 2025Q2: 17,251 shares; 2025Q3: 17,251 shares; 2025Q4: 16,726 shares; 2026Q1: 16,726 shares 16,726 $798K 0.13% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,100 shares; 2024Q4: 462,584 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,903 shares; 2025Q4: 30,713 shares; 2026Q1: 31,685 shares 31,685 $784K 0.13% +972 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; 2024Q2: restricted; 2024Q3: 5,862 shares; 2024Q4: 5,777 shares; 2025Q1: 5,575 shares; 2025Q2: 4,958 shares; 2025Q3: 4,420 shares; 2025Q4: 3,918 shares; 2026Q1: 3,850 shares 3,850 $783K 0.13% -68 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,635 shares; 2025Q1: 4,539 shares; 2025Q2: 5,969 shares; 2025Q3: 4,368 shares; 2025Q4: 3,726 shares; 2026Q1: 3,779 shares 3,779 $782K 0.13% +53 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,366 shares; 2025Q1: 807 shares; 2025Q2: 924 shares; 2025Q3: 1,352 shares; 2025Q4: 1,001 shares; 2026Q1: 2,551 shares 2,551 $771K 0.13% +1,550 Timeline FLCH 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,854 shares; 2025Q4: 30,807 shares; 2026Q1: 34,046 shares 34,046 $762K 0.13% +3,239 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,339 shares; 2024Q4: 4,289 shares; 2025Q1: 3,977 shares; 2025Q2: 3,752 shares; 2025Q3: 3,737 shares; 2025Q4: 3,623 shares; 2026Q1: 3,632 shares 3,632 $756K 0.13% +9 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,624 shares; 2025Q1: not reported; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 2,334 shares; 2026Q1: 5,561 shares 5,561 $741K 0.13% +3,227 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; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 4,220 shares; 2025Q1: 3,287 shares; 2025Q2: 2,943 shares; 2025Q3: 2,893 shares; 2025Q4: 2,979 shares; 2026Q1: 2,900 shares 2,900 $727K 0.12% -79 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; 2024Q2: restricted; 2024Q3: 6,362 shares; 2024Q4: 5,021 shares; 2025Q1: 6,964 shares; 2025Q2: 7,809 shares; 2025Q3: 4,656 shares; 2025Q4: 4,753 shares; 2026Q1: 4,737 shares 4,737 $684K 0.12% -16 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,191 shares; 2025Q3: 6,135 shares; 2025Q4: 5,505 shares; 2026Q1: 7,335 shares 7,335 $680K 0.11% +1,830 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; 2024Q2: restricted; 2024Q3: 8,507 shares; 2024Q4: 15,966 shares; 2025Q1: 15,194 shares; 2025Q2: 19,938 shares; 2025Q3: 18,016 shares; 2025Q4: 8,924 shares; 2026Q1: 8,927 shares 8,927 $679K 0.11% +3 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,458 shares; 2026Q1: 5,307 shares 5,307 $678K 0.11% +849 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,149 shares; 2024Q4: 1,182 shares; 2025Q1: 1,166 shares; 2025Q2: 1,144 shares; 2025Q3: 1,096 shares; 2025Q4: 1,150 shares; 2026Q1: 1,118 shares 1,118 $676K 0.11% -32 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,395 shares; 2024Q4: 20,395 shares; 2025Q1: 18,310 shares; 2025Q2: 17,325 shares; 2025Q3: 17,325 shares; 2025Q4: 14,645 shares; 2026Q1: 14,645 shares 14,645 $676K 0.11% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 3,482 shares; 2025Q1: 3,088 shares; 2025Q2: 3,088 shares; 2025Q3: 2,921 shares; 2025Q4: 2,921 shares; 2026Q1: 2,957 shares 2,957 $647K 0.11% +36 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,852 shares; 2025Q1: 1,719 shares; 2025Q2: 5,249 shares; 2025Q3: 3,747 shares; 2025Q4: 3,921 shares; 2026Q1: 3,977 shares 3,977 $618K 0.1% +56 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,768 shares; 2024Q4: 2,754 shares; 2025Q1: 1,732 shares; 2025Q2: 1,732 shares; 2025Q3: 1,732 shares; 2025Q4: 1,732 shares; 2026Q1: 1,732 shares 1,732 $618K 0.1% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,838 shares; 2026Q1: 10,117 shares 10,117 $602K 0.1% +1,279 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; 2024Q2: restricted; 2024Q3: 16,768 shares; 2024Q4: 16,770 shares; 2025Q1: 16,913 shares; 2025Q2: 18,440 shares; 2025Q3: 29,678 shares; 2025Q4: 29,708 shares; 2026Q1: 29,736 shares 29,736 $574K 0.1% +28 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,244 shares; 2024Q4: 80,676 shares; 2025Q1: 229,647 shares; 2025Q2: 230,090 shares; 2025Q3: 118,059 shares; 2025Q4: 107,595 shares; 2026Q1: 49,455 shares 49,455 $545K 0.09% -58,140 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,832 shares; 2024Q4: 33,473 shares; 2025Q1: 33,397 shares; 2025Q2: 35,731 shares; 2025Q3: 35,731 shares; 2025Q4: 36,251 shares; 2026Q1: 36,251 shares 36,251 $534K 0.09% 0 Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,250 shares; 2025Q1: 5,250 shares; 2025Q2: 5,250 shares; 2025Q3: 5,250 shares; 2025Q4: 5,250 shares; 2026Q1: 5,250 shares 5,250 $530K 0.09% 0 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,004 shares 17,004 $527K 0.09% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,886 shares; 2024Q4: 3,886 shares; 2025Q1: 3,758 shares; 2025Q2: 5,474 shares; 2025Q3: 3,902 shares; 2025Q4: 3,983 shares; 2026Q1: 3,989 shares 3,989 $522K 0.09% +6 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 1,581 shares; 2025Q4: 799 shares; 2026Q1: 799 shares 799 $493K 0.08% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 2,620 shares; 2025Q1: 2,378 shares; 2025Q2: 2,433 shares; 2025Q3: 2,299 shares; 2025Q4: 2,349 shares; 2026Q1: 2,362 shares 2,362 $492K 0.08% +13 Timeline QMOM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,457 shares; 2024Q4: 8,457 shares; 2025Q1: 7,161 shares; 2025Q2: 7,161 shares; 2025Q3: 7,161 shares; 2025Q4: 7,161 shares; 2026Q1: 7,161 shares 7,161 $489K 0.08% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,140 shares 5,140 $471K 0.08% new Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,170 shares; 2025Q3: 6,035 shares; 2025Q4: 6,035 shares; 2026Q1: 7,094 shares 7,094 $467K 0.08% +1,059 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; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,326 shares; 2025Q1: 1,631 shares; 2025Q2: 1,452 shares; 2025Q3: 1,496 shares; 2025Q4: 1,345 shares; 2026Q1: 1,372 shares 1,372 $451K 0.08% +27 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,047 shares; 2025Q1: 2,943 shares; 2025Q2: 3,678 shares; 2025Q3: 2,952 shares; 2025Q4: 2,919 shares; 2026Q1: 2,892 shares 2,892 $442K 0.07% -27 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,256 shares; 2026Q1: 3,256 shares 3,256 $417K 0.07% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 1,885 shares; 2025Q1: 1,618 shares; 2025Q2: 14,713 shares; 2025Q3: 1,669 shares; 2025Q4: 1,728 shares; 2026Q1: 1,716 shares 1,716 $416K 0.07% -12 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 421 shares; 2024Q4: 421 shares; 2025Q1: 412 shares; 2025Q2: 393 shares; 2025Q3: 392 shares; 2025Q4: 394 shares; 2026Q1: 387 shares 387 $413K 0.07% -7 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,742 shares; 2026Q1: 8,755 shares 8,755 $402K 0.07% +13 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 1,824 shares; 2025Q1: 2,420 shares; 2025Q2: 3,038 shares; 2025Q3: 1,656 shares; 2025Q4: 1,247 shares; 2026Q1: 1,258 shares 1,258 $391K 0.07% +11 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,244 shares; 2024Q4: 2,244 shares; 2025Q1: 2,046 shares; 2025Q2: 2,052 shares; 2025Q3: 1,924 shares; 2025Q4: 1,998 shares; 2026Q1: 1,932 shares 1,932 $383K 0.06% -66 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,068 shares; 2025Q1: 4,253 shares; 2025Q2: 5,665 shares; 2025Q3: 5,697 shares; 2025Q4: 5,772 shares; 2026Q1: 5,772 shares 5,772 $381K 0.06% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,228 shares; 2024Q4: 4,228 shares; 2025Q1: 4,135 shares; 2025Q2: 4,165 shares; 2025Q3: 4,135 shares; 2025Q4: 4,197 shares; 2026Q1: 4,197 shares 4,197 $379K 0.06% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,000 shares; 2025Q2: 17,125 shares; 2025Q3: 17,267 shares; 2025Q4: 10,736 shares; 2026Q1: 10,594 shares 10,594 $375K 0.06% -142 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,420 shares; 2024Q4: 4,682 shares; 2025Q1: 4,449 shares; 2025Q2: 4,639 shares; 2025Q3: 3,274 shares; 2025Q4: 2,636 shares; 2026Q1: 2,924 shares 2,924 $363K 0.06% +288 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,539 shares 15,539 $362K 0.06% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,416 shares; 2026Q1: 1,416 shares 1,416 $360K 0.06% 0 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 5,289 shares; 2025Q1: 4,940 shares; 2025Q2: 4,940 shares; 2025Q3: 4,891 shares; 2025Q4: 4,862 shares; 2026Q1: 4,866 shares 4,866 $353K 0.06% +4 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,125 shares; 2024Q4: 4,125 shares; 2025Q1: 4,125 shares; 2025Q2: 4,125 shares; 2025Q3: 4,125 shares; 2025Q4: 4,125 shares; 2026Q1: 4,125 shares 4,125 $350K 0.06% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,788 shares; 2024Q4: 1,788 shares; 2025Q1: 1,444 shares; 2025Q2: 2,894 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 1,444 shares 1,444 $347K 0.06% 0 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; 2024Q2: restricted; 2024Q3: 679 shares; 2024Q4: 1,243 shares; 2025Q1: 542 shares; 2025Q2: 889 shares; 2025Q3: 679 shares; 2025Q4: 990 shares; 2026Q1: 593 shares 593 $343K 0.06% -397 Timeline QVAL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 7,020 shares; 2025Q1: 11,620 shares; 2025Q2: 11,170 shares; 2025Q3: 6,446 shares; 2025Q4: 6,354 shares; 2026Q1: 6,354 shares 6,354 $331K 0.06% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,700 shares; 2025Q2: 37,700 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,710 shares 10,710 $329K 0.06% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,238 shares 11,238 $323K 0.05% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,233 shares; 2025Q1: not reported; 2025Q2: 869 shares; 2025Q3: not reported; 2025Q4: 1,240 shares; 2026Q1: 1,036 shares 1,036 $321K 0.05% -204 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,659 shares; 2026Q1: 4,859 shares 4,859 $314K 0.05% +200 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; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 664 shares; 2025Q1: 1,019 shares; 2025Q2: 739 shares; 2025Q3: 592 shares; 2025Q4: 313 shares; 2026Q1: 337 shares 337 $310K 0.05% +24 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 654 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 707 shares; 2025Q4: 605 shares; 2026Q1: 614 shares 614 $302K 0.05% +9 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,955 shares; 2025Q3: 1,628 shares; 2025Q4: 1,639 shares; 2026Q1: 1,646 shares 1,646 $300K 0.05% +7 Timeline JBBB 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 505,484 shares; 2025Q1: 53,930 shares; 2025Q2: 34,412 shares; 2025Q3: 29,715 shares; 2025Q4: 6,835 shares; 2026Q1: 6,434 shares 6,434 $300K 0.05% -401 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 224,666 shares; 2024Q4: 574,448 shares; 2025Q1: 345,531 shares; 2025Q2: 100,593 shares; 2025Q3: 24,183 shares; 2025Q4: 12,748 shares; 2026Q1: 11,911 shares 11,911 $299K 0.05% -837 Timeline DEA EASTERLY GOVT PPTYS INC More: the full row for EASTERLY GOVT PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,900 shares; 2025Q4: 13,900 shares; 2026Q1: 13,900 shares 13,900 $298K 0.05% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,204 shares; 2024Q4: 33,099 shares; 2025Q1: 33,099 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,347 shares 16,347 $295K 0.05% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,829 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,033 shares 3,033 $293K 0.05% +4 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,438 shares; 2024Q4: 2,438 shares; 2025Q1: 2,347 shares; 2025Q2: 2,134 shares; 2025Q3: 2,134 shares; 2025Q4: 2,634 shares; 2026Q1: 2,634 shares 2,634 $291K 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,566 shares; 2025Q1: 3,166 shares; 2025Q2: 3,167 shares; 2025Q3: 3,414 shares; 2025Q4: 2,997 shares; 2026Q1: 2,830 shares 2,830 $291K 0.05% -167 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 12,000 shares 12,000 $284K 0.05% -12,000 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; 2024Q2: restricted; 2024Q3: 9,395 shares; 2024Q4: 9,391 shares; 2025Q1: 5,809 shares; 2025Q2: 6,745 shares; 2025Q3: 5,521 shares; 2025Q4: 6,164 shares; 2026Q1: 5,801 shares 5,801 $283K 0.05% -363 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,394 shares; 2024Q4: 21,725 shares; 2025Q1: 21,725 shares; 2025Q2: 21,402 shares; 2025Q3: 21,387 shares; 2025Q4: 21,387 shares; 2026Q1: 21,387 shares 21,387 $275K 0.05% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,889 shares; 2025Q2: 10,889 shares; 2025Q3: 10,889 shares; 2025Q4: 10,589 shares; 2026Q1: 10,589 shares 10,589 $274K 0.05% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 11,125 shares; 2026Q1: 11,125 shares 11,125 $271K 0.05% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,555 shares; 2025Q4: 9,645 shares; 2026Q1: 9,645 shares 9,645 $271K 0.05% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,137 shares; 2024Q4: 1,088 shares; 2025Q1: 868 shares; 2025Q2: 869 shares; 2025Q3: 870 shares; 2025Q4: 810 shares; 2026Q1: 823 shares 823 $262K 0.04% +13 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares 2,193 $259K 0.04% new 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; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3,241 shares; 2025Q1: 4,073 shares; 2025Q2: 18,349 shares; 2025Q3: 3,014 shares; 2025Q4: 2,013 shares; 2026Q1: 2,154 shares 2,154 $259K 0.04% +141 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; 2024Q2: restricted; 2024Q3: 4,787 shares; 2024Q4: 4,878 shares; 2025Q1: 4,878 shares; 2025Q2: 4,847 shares; 2025Q3: 3,041 shares; 2025Q4: 3,224 shares; 2026Q1: 3,324 shares 3,324 $258K 0.04% +100 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 409 shares; 2025Q4: 406 shares; 2026Q1: 366 shares 366 $249K 0.04% -40 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,235 shares; 2024Q4: 2,218 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,202 shares; 2025Q4: 2,200 shares; 2026Q1: 2,311 shares 2,311 $247K 0.04% +111 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,801 shares; 2025Q1: 1,963 shares; 2025Q2: 2,451 shares; 2025Q3: 2,375 shares; 2025Q4: 1,266 shares; 2026Q1: 1,278 shares 1,278 $247K 0.04% +12 Timeline EVLV EVOLV TECHNOLOGIES HLDNGS IN More: the full row for EVOLV TECHNOLOGIES HLDNGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,254 shares; 2024Q4: 40,254 shares; 2025Q1: 40,254 shares; 2025Q2: 40,254 shares; 2025Q3: 40,254 shares; 2025Q4: 40,254 shares; 2026Q1: 40,254 shares 40,254 $244K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,670 shares; 2024Q4: 3,670 shares; 2025Q1: not reported; 2025Q2: 2,480 shares; 2025Q3: 4,037 shares; 2025Q4: 2,536 shares; 2026Q1: 2,536 shares 2,536 $238K 0.04% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034 shares; 2024Q4: 2,034 shares; 2025Q1: 1,785 shares; 2025Q2: 1,855 shares; 2025Q3: 2,928 shares; 2025Q4: 1,611 shares; 2026Q1: 1,592 shares 1,592 $234K 0.04% -19 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,426 shares; 2025Q2: 10,554 shares; 2025Q3: not reported; 2025Q4: 1,210 shares; 2026Q1: 1,065 shares 1,065 $232K 0.04% -145 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 733 shares; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: not reported; 2025Q4: 540 shares; 2026Q1: 622 shares 622 $231K 0.04% +82 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,030 shares; 2026Q1: 2,139 shares 2,139 $230K 0.04% +109 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,355 shares; 2025Q2: 13,355 shares; 2025Q3: 13,355 shares; 2025Q4: 13,355 shares; 2026Q1: 13,355 shares 13,355 $229K 0.04% 0 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,505 shares; 2024Q4: 8,505 shares; 2025Q1: not reported; 2025Q2: 2,040 shares; 2025Q3: 2,040 shares; 2025Q4: 2,040 shares; 2026Q1: 2,040 shares 2,040 $227K 0.04% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,107 shares; 2025Q4: not reported; 2026Q1: 4,760 shares 4,760 $224K 0.04% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares; 2026Q1: 676 shares 676 $222K 0.04% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,338 shares; 2024Q4: 2,218 shares; 2025Q1: not reported; 2025Q2: 1,045 shares; 2025Q3: 1,045 shares; 2025Q4: 1,045 shares; 2026Q1: 1,045 shares 1,045 $221K 0.04% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,805 shares 3,805 $219K 0.04% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares 1,487 $217K 0.04% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,441 shares; 2025Q1: 9,441 shares; 2025Q2: 10,641 shares; 2025Q3: 10,641 shares; 2025Q4: 10,641 shares; 2026Q1: 10,641 shares 10,641 $217K 0.04% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,886 shares; 2026Q1: 3,886 shares 3,886 $210K 0.04% 0 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,044 shares 6,044 $206K 0.03% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 569 shares 569 $204K 0.03% new Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,463 shares; 2025Q3: 15,381 shares; 2025Q4: 39,736 shares; 2026Q1: 10,360 shares 10,360 $198K 0.03% -29,376 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,003 shares; 2025Q4: 10,357 shares; 2026Q1: 15,647 shares 15,647 $157K 0.03% +5,290 Timeline TARA PROTARA THERAPEUTICS INC More: the full row for PROTARA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,494 shares; 2025Q4: 23,782 shares; 2026Q1: 23,782 shares 23,782 $124K 0.02% 0 Timeline NGEN NERVGEN PHARMA CORP More: the full row for NERVGEN PHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,925 shares 20,925 $78.9K 0.01% new Timeline SMHI SEACOR MARINE HLDGS INC More: the full row for SEACOR MARINE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,905 shares 10,905 $78.1K 0.01% new Timeline SVIA SILVIA INC More: the full row for SILVIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,250 shares; 2026Q1: 31,250 shares 31,250 $65.9K 0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,220 shares; 2024Q4: 23,220 shares; 2025Q1: 16,020 shares; 2025Q2: 14,020 shares; 2025Q3: 13,670 shares; 2025Q4: 13,420 shares; 2026Q1: 12,420 shares 12,420 $64.2K 0.01% -1,000 Timeline CTM CASTELLUM INC More: the full row for CASTELLUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $29.5K <0.01% 0 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,330 shares; 2026Q1: 20,330 shares 20,330 $28.5K <0.01% 0 Timeline NAKA NAKAMOTO INC More: the full row for NAKAMOTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,200 shares; 2025Q4: 51,200 shares; 2026Q1: 51,200 shares 51,200 $11.3K <0.01% 0 Timeline