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: 108,353 shares; 2024Q4: 416,782 shares; 2025Q1: 422,124 shares; 2025Q2: 418,522 shares; 2025Q3: 435,570 shares; 2025Q4: 460,905 shares; 2026Q1: 515,180 shares 515,180 $191M 4.95% +54,275 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: 186,062 shares; 2024Q4: 398,824 shares; 2025Q1: 407,228 shares; 2025Q2: 406,063 shares; 2025Q3: 456,621 shares; 2025Q4: 582,088 shares; 2026Q1: 613,573 shares 613,573 $156M 4.04% +31,485 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 260,323 shares; 2026Q1: 2,485,585 shares 2,485,585 $88M 2.29% +2,225,262 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: 296,331 shares; 2024Q4: 241,391 shares; 2025Q1: 373,845 shares; 2025Q2: 333,276 shares; 2025Q3: 492,204 shares; 2025Q4: 411,460 shares; 2026Q1: 784,593 shares 784,593 $86.6M 2.25% +373,133 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: 1,713,649 shares; 2024Q4: 1,930,981 shares; 2025Q1: 2,013,498 shares; 2025Q2: 1,992,653 shares; 2025Q3: 2,043,630 shares; 2025Q4: 2,247,462 shares; 2026Q1: 2,285,210 shares 2,285,210 $86.5M 2.25% +37,748 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: 198,676 shares; 2024Q4: 398,172 shares; 2025Q1: 407,843 shares; 2025Q2: 423,337 shares; 2025Q3: 423,755 shares; 2025Q4: 447,042 shares; 2026Q1: 472,674 shares 472,674 $80.2M 2.08% +25,632 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: 208,311 shares; 2024Q4: 241,666 shares; 2025Q1: 271,854 shares; 2025Q2: 304,176 shares; 2025Q3: 379,577 shares; 2025Q4: 397,110 shares; 2026Q1: 459,452 shares 459,452 $80.1M 2.08% +62,342 Timeline SHY 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: 11,435 shares; 2024Q4: 11,861 shares; 2025Q1: 8,129 shares; 2025Q2: 8,105 shares; 2025Q3: 8,106 shares; 2025Q4: 8,475 shares; 2026Q1: 954,683 shares 954,683 $78.8M 2.05% +946,208 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: 11,816 shares; 2024Q4: 22,294 shares; 2025Q1: 11,539 shares; 2025Q2: 55,096 shares; 2025Q3: 126,798 shares; 2025Q4: 183,774 shares; 2026Q1: 175,835 shares 175,835 $75M 1.95% -7,939 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: 157,273 shares; 2024Q4: 210,653 shares; 2025Q1: 213,270 shares; 2025Q2: 224,704 shares; 2025Q3: 251,312 shares; 2025Q4: 300,422 shares; 2026Q1: 346,698 shares 346,698 $72.2M 1.88% +46,276 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: 33,821 shares; 2024Q4: 182,617 shares; 2025Q1: 184,136 shares; 2025Q2: 187,745 shares; 2025Q3: 196,685 shares; 2025Q4: 201,342 shares; 2026Q1: 230,733 shares 230,733 $71.4M 1.85% +29,391 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,485 shares; 2025Q1: 1,932,189 shares; 2025Q2: 1,987,410 shares; 2025Q3: 2,095,582 shares; 2025Q4: 2,124,508 shares; 2026Q1: 1,300,946 shares 1,300,946 $67.6M 1.75% -823,562 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: 30,595 shares; 2024Q4: 197,031 shares; 2025Q1: 203,626 shares; 2025Q2: 206,167 shares; 2025Q3: 210,850 shares; 2025Q4: 217,799 shares; 2026Q1: 223,365 shares 223,365 $65.7M 1.71% +5,566 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: 107,488 shares; 2024Q4: 151,408 shares; 2025Q1: 171,226 shares; 2025Q2: 177,324 shares; 2025Q3: 193,644 shares; 2025Q4: 217,091 shares; 2026Q1: 225,153 shares 225,153 $64.7M 1.68% +8,062 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: 18,499 shares; 2024Q4: 368,238 shares; 2025Q1: 369,302 shares; 2025Q2: 370,417 shares; 2025Q3: 413,248 shares; 2025Q4: 478,992 shares; 2026Q1: 512,428 shares 512,428 $63.7M 1.65% +33,436 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: 1,805,816 shares; 2024Q4: 1,816,567 shares; 2025Q1: 2,271,767 shares; 2025Q2: 2,676,064 shares; 2025Q3: 2,809,023 shares; 2025Q4: 3,186,247 shares; 2026Q1: 3,232,925 shares 3,232,925 $62.4M 1.62% +46,678 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: 73,572 shares; 2024Q4: 272,219 shares; 2025Q1: 270,170 shares; 2025Q2: 271,762 shares; 2025Q3: 272,728 shares; 2025Q4: 271,111 shares; 2026Q1: 268,643 shares 268,643 $58.4M 1.52% -2,468 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 377,552 shares; 2025Q2: 390,609 shares; 2025Q3: 415,586 shares; 2025Q4: 420,219 shares; 2026Q1: 1,136,391 shares 1,136,391 $57.8M 1.5% +716,172 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: 90,644 shares; 2024Q4: 253,221 shares; 2025Q1: 254,362 shares; 2025Q2: 254,724 shares; 2025Q3: 258,239 shares; 2025Q4: 264,006 shares; 2026Q1: 278,095 shares 278,095 $57.5M 1.49% +14,089 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,672 shares; 2024Q4: 145,912 shares; 2025Q1: 147,676 shares; 2025Q2: 147,330 shares; 2025Q3: 152,430 shares; 2025Q4: 153,207 shares; 2026Q1: 159,359 shares 159,359 $57M 1.48% +6,152 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: 76,685 shares; 2024Q4: 185,084 shares; 2025Q1: 186,865 shares; 2025Q2: 184,964 shares; 2025Q3: 185,465 shares; 2025Q4: 197,070 shares; 2026Q1: 213,366 shares 213,366 $52.2M 1.35% +16,296 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: not reported; 2024Q4: 2,413 shares; 2025Q1: not reported; 2025Q2: 95,343 shares; 2025Q3: 170,599 shares; 2025Q4: 207,378 shares; 2026Q1: 214,068 shares 214,068 $45.7M 1.19% +6,690 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458,500 shares; 2024Q4: 478,970 shares; 2025Q1: 521,205 shares; 2025Q2: 520,001 shares; 2025Q3: 548,612 shares; 2025Q4: 760,306 shares; 2026Q1: 765,467 shares 765,467 $43.7M 1.13% +5,161 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: 67,511 shares; 2024Q4: 168,770 shares; 2025Q1: 169,638 shares; 2025Q2: 168,481 shares; 2025Q3: 167,409 shares; 2025Q4: 167,699 shares; 2026Q1: 178,783 shares 178,783 $43.3M 1.13% +11,084 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; 2024Q2: restricted; 2024Q3: 48,961 shares; 2024Q4: 30,089 shares; 2025Q1: 26,277 shares; 2025Q2: 27,497 shares; 2025Q3: 27,790 shares; 2025Q4: 28,693 shares; 2026Q1: 72,328 shares 72,328 $43.2M 1.12% +43,635 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: 6,285 shares; 2024Q4: 82,809 shares; 2025Q1: 83,761 shares; 2025Q2: 84,322 shares; 2025Q3: 84,205 shares; 2025Q4: 83,366 shares; 2026Q1: 81,840 shares 81,840 $40.2M 1.04% -1,526 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: 15,690 shares; 2024Q4: 199,502 shares; 2025Q1: 198,190 shares; 2025Q2: 201,873 shares; 2025Q3: 205,904 shares; 2025Q4: 201,517 shares; 2026Q1: 201,338 shares 201,338 $38.8M 1.01% -179 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: 16,364 shares; 2024Q4: 20,140 shares; 2025Q1: 22,845 shares; 2025Q2: 23,564 shares; 2025Q3: 29,137 shares; 2025Q4: 33,243 shares; 2026Q1: 40,704 shares 40,704 $37.4M 0.97% +7,461 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733,589 shares; 2024Q4: 1,105,779 shares; 2025Q1: 1,100,158 shares; 2025Q2: 1,098,117 shares; 2025Q3: 1,107,158 shares; 2025Q4: 1,087,396 shares; 2026Q1: 1,100,133 shares 1,100,133 $36.9M 0.96% +12,737 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,009 shares; 2024Q4: 141,354 shares; 2025Q1: 141,186 shares; 2025Q2: 140,503 shares; 2025Q3: 142,182 shares; 2025Q4: 139,627 shares; 2026Q1: 153,221 shares 153,221 $34.6M 0.9% +13,594 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,263 shares; 2024Q4: 441,663 shares; 2025Q1: 441,663 shares; 2025Q2: 445,017 shares; 2025Q3: 449,464 shares; 2025Q4: 455,136 shares; 2026Q1: 451,426 shares 451,426 $32.9M 0.85% -3,710 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,139 shares; 2024Q4: 23,806 shares; 2025Q1: 25,168 shares; 2025Q2: 25,746 shares; 2025Q3: 31,338 shares; 2025Q4: 35,218 shares; 2026Q1: 45,328 shares 45,328 $32.1M 0.83% +10,110 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: 22,768 shares; 2024Q4: 219,354 shares; 2025Q1: 220,985 shares; 2025Q2: 218,774 shares; 2025Q3: 220,928 shares; 2025Q4: 220,405 shares; 2026Q1: 266,031 shares 266,031 $32M 0.83% +45,626 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,114 shares; 2024Q4: 49,695 shares; 2025Q1: 49,897 shares; 2025Q2: 85,509 shares; 2025Q3: 113,607 shares; 2025Q4: 124,738 shares; 2026Q1: 155,289 shares 155,289 $30.9M 0.8% +30,551 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: 28,164 shares; 2024Q4: 37,026 shares; 2025Q1: 41,403 shares; 2025Q2: 45,627 shares; 2025Q3: 48,165 shares; 2025Q4: 46,929 shares; 2026Q1: 51,507 shares 51,507 $29.5M 0.77% +4,578 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: 37,261 shares; 2024Q4: 28,213 shares; 2025Q1: 20,956 shares; 2025Q2: 29,727 shares; 2025Q3: 32,398 shares; 2025Q4: 48,191 shares; 2026Q1: 44,995 shares 44,995 $29.3M 0.76% -3,196 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,508 shares; 2024Q4: 178,260 shares; 2025Q1: 178,568 shares; 2025Q2: 179,487 shares; 2025Q3: 179,179 shares; 2025Q4: 179,519 shares; 2026Q1: 180,045 shares 180,045 $29.1M 0.76% +526 Timeline IEUR 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: 547,771 shares; 2024Q4: 558,451 shares; 2025Q1: 551,841 shares; 2025Q2: 283,862 shares; 2025Q3: 285,448 shares; 2025Q4: 289,136 shares; 2026Q1: 403,226 shares 403,226 $28.3M 0.74% +114,090 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: 41,634 shares; 2024Q4: 52,207 shares; 2025Q1: 51,512 shares; 2025Q2: 54,239 shares; 2025Q3: 62,280 shares; 2025Q4: 80,045 shares; 2026Q1: 90,401 shares 90,401 $27.3M 0.71% +10,356 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,833 shares; 2024Q4: 153,013 shares; 2025Q1: 153,013 shares; 2025Q2: 154,756 shares; 2025Q3: 155,794 shares; 2025Q4: 158,553 shares; 2026Q1: 165,169 shares 165,169 $27.3M 0.71% +6,616 Timeline JAVA 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; 2024Q2: restricted; 2024Q3: 158,723 shares; 2024Q4: 158,119 shares; 2025Q1: 531,445 shares; 2025Q2: 537,843 shares; 2025Q3: 546,561 shares; 2025Q4: 545,212 shares; 2026Q1: 380,521 shares 380,521 $27.3M 0.71% -164,691 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 91,092 shares; 2025Q1: 90,805 shares; 2025Q2: 90,491 shares; 2025Q3: 90,482 shares; 2025Q4: 90,477 shares; 2026Q1: 90,489 shares 90,489 $26.3M 0.68% +12 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: 494,219 shares; 2025Q1: 852,060 shares; 2025Q2: 888,341 shares; 2025Q3: 942,561 shares; 2025Q4: 797,814 shares; 2026Q1: 926,212 shares 926,212 $26M 0.68% +128,398 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: 75,798 shares; 2024Q4: 271,836 shares; 2025Q1: 265,762 shares; 2025Q2: 266,598 shares; 2025Q3: 271,175 shares; 2025Q4: 280,018 shares; 2026Q1: 284,827 shares 284,827 $25.7M 0.67% +4,809 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: 4,563 shares; 2024Q4: 73,424 shares; 2025Q1: 72,342 shares; 2025Q2: 72,348 shares; 2025Q3: 73,060 shares; 2025Q4: 76,912 shares; 2026Q1: 82,436 shares 82,436 $25.6M 0.67% +5,524 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,841 shares; 2024Q4: 88,129 shares; 2025Q1: 90,377 shares; 2025Q2: 115,018 shares; 2025Q3: 104,957 shares; 2025Q4: 114,868 shares; 2026Q1: 116,080 shares 116,080 $25M 0.65% +1,212 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 241,349 shares; 2026Q1: 244,174 shares 244,174 $24.9M 0.65% +2,825 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,393 shares; 2024Q4: 54,659 shares; 2025Q1: 58,464 shares; 2025Q2: 58,148 shares; 2025Q3: 70,562 shares; 2025Q4: 71,057 shares; 2026Q1: 85,299 shares 85,299 $24.2M 0.63% +14,242 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: 29,007 shares; 2024Q4: 27,544 shares; 2025Q1: 26,579 shares; 2025Q2: 30,648 shares; 2025Q3: 49,604 shares; 2025Q4: 68,339 shares; 2026Q1: 84,296 shares 84,296 $24.2M 0.63% +15,957 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,154 shares; 2024Q4: 180,172 shares; 2025Q1: 214,630 shares; 2025Q2: 219,916 shares; 2025Q3: 208,629 shares; 2025Q4: 203,005 shares; 2026Q1: 205,453 shares 205,453 $23.3M 0.61% +2,448 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 5,695 shares; 2025Q1: 15,864 shares; 2025Q2: 15,688 shares; 2025Q3: 17,703 shares; 2025Q4: 21,615 shares; 2026Q1: 27,355 shares 27,355 $23.1M 0.6% +5,740 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,756 shares; 2024Q4: 235,467 shares; 2025Q1: 235,675 shares; 2025Q2: 237,616 shares; 2025Q3: 243,821 shares; 2025Q4: 244,931 shares; 2026Q1: 245,707 shares 245,707 $22.9M 0.59% +776 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,286 shares; 2024Q4: 766,467 shares; 2025Q1: 759,178 shares; 2025Q2: 754,546 shares; 2025Q3: 754,167 shares; 2025Q4: 747,956 shares; 2026Q1: 751,883 shares 751,883 $21.8M 0.57% +3,927 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY 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: 37,155 shares; 2025Q3: 264,404 shares; 2025Q4: 269,933 shares; 2026Q1: 278,281 shares 278,281 $20.9M 0.54% +8,348 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: 95,307 shares; 2024Q4: 376,312 shares; 2025Q1: 385,598 shares; 2025Q2: 377,224 shares; 2025Q3: 374,905 shares; 2025Q4: 406,432 shares; 2026Q1: 405,650 shares 405,650 $20.4M 0.53% -782 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,172 shares; 2024Q4: 73,136 shares; 2025Q1: 73,231 shares; 2025Q2: 72,833 shares; 2025Q3: 74,098 shares; 2025Q4: 77,178 shares; 2026Q1: 76,929 shares 76,929 $19.3M 0.5% -249 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: 209,369 shares; 2024Q4: 167,021 shares; 2025Q1: 175,196 shares; 2025Q2: 145,592 shares; 2025Q3: 104,100 shares; 2025Q4: 66,836 shares; 2026Q1: 130,508 shares 130,508 $19.1M 0.5% +63,672 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: 51,898 shares; 2024Q4: 114,089 shares; 2025Q1: 115,819 shares; 2025Q2: 116,047 shares; 2025Q3: 117,233 shares; 2025Q4: 117,363 shares; 2026Q1: 120,749 shares 120,749 $18.8M 0.49% +3,386 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; 2024Q2: restricted; 2024Q3: 12,195 shares; 2024Q4: 14,101 shares; 2025Q1: 14,744 shares; 2025Q2: 13,827 shares; 2025Q3: 16,193 shares; 2025Q4: 16,457 shares; 2026Q1: 18,640 shares 18,640 $18.6M 0.48% +2,183 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: 10,686 shares; 2024Q4: 29,600 shares; 2025Q1: 29,897 shares; 2025Q2: 30,264 shares; 2025Q3: 30,286 shares; 2025Q4: 30,220 shares; 2026Q1: 30,703 shares 30,703 $18.6M 0.48% +483 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: 28,421 shares; 2024Q4: 38,830 shares; 2025Q1: 39,706 shares; 2025Q2: 38,499 shares; 2025Q3: 46,399 shares; 2025Q4: 47,116 shares; 2026Q1: 52,366 shares 52,366 $17.2M 0.45% +5,250 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304,894 shares; 2025Q3: 27,676 shares; 2025Q4: 302,296 shares; 2026Q1: 302,286 shares 302,286 $17.1M 0.44% -10 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; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 6,857 shares; 2025Q1: 8,029 shares; 2025Q2: 10,812 shares; 2025Q3: 11,098 shares; 2025Q4: 11,502 shares; 2026Q1: 12,085 shares 12,085 $16M 0.41% +583 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 14,025 shares; 2026Q1: 24,677 shares 24,677 $15.7M 0.41% +10,652 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; 2024Q2: restricted; 2024Q3: 20,615 shares; 2024Q4: 36,156 shares; 2025Q1: 41,981 shares; 2025Q2: 41,437 shares; 2025Q3: 42,040 shares; 2025Q4: 40,826 shares; 2026Q1: 45,278 shares 45,278 $15.3M 0.4% +4,452 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,134 shares; 2024Q4: 11,145 shares; 2025Q1: 10,689 shares; 2025Q2: 12,239 shares; 2025Q3: 14,273 shares; 2025Q4: 82,151 shares; 2026Q1: 137,670 shares 137,670 $14.4M 0.37% +55,519 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 213,637 shares; 2025Q1: 214,301 shares; 2025Q2: 209,474 shares; 2025Q3: 207,885 shares; 2025Q4: 211,328 shares; 2026Q1: 230,864 shares 230,864 $14M 0.36% +19,536 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,037 shares; 2024Q4: 19,061 shares; 2025Q1: 20,178 shares; 2025Q2: 22,214 shares; 2025Q3: 25,702 shares; 2025Q4: 23,904 shares; 2026Q1: 28,019 shares 28,019 $13.9M 0.36% +4,115 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; 2024Q2: restricted; 2024Q3: 66,760 shares; 2024Q4: 68,199 shares; 2025Q1: 66,139 shares; 2025Q2: 66,149 shares; 2025Q3: 69,159 shares; 2025Q4: 66,167 shares; 2026Q1: 68,388 shares 68,388 $13.4M 0.35% +2,221 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,248 shares; 2024Q4: 12,145 shares; 2025Q1: 12,237 shares; 2025Q2: 12,334 shares; 2025Q3: 24,468 shares; 2025Q4: 27,133 shares; 2026Q1: 29,773 shares 29,773 $13.3M 0.35% +2,640 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: 112,845 shares; 2024Q4: 182,869 shares; 2025Q1: 180,578 shares; 2025Q2: 190,299 shares; 2025Q3: 190,991 shares; 2025Q4: 208,284 shares; 2026Q1: 169,285 shares 169,285 $13.1M 0.34% -38,999 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,586 shares; 2024Q4: 264,616 shares; 2025Q1: 257,601 shares; 2025Q2: 273,307 shares; 2025Q3: 274,294 shares; 2025Q4: 578,541 shares; 2026Q1: 579,048 shares 579,048 $12.9M 0.34% +507 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: 264,955 shares; 2025Q1: 265,406 shares; 2025Q2: 263,636 shares; 2025Q3: 263,525 shares; 2025Q4: 262,644 shares; 2026Q1: 262,644 shares 262,644 $12.3M 0.32% 0 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; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 45,329 shares; 2025Q1: 48,359 shares; 2025Q2: 47,629 shares; 2025Q3: 50,578 shares; 2025Q4: 43,189 shares; 2026Q1: 74,884 shares 74,884 $12M 0.31% +31,695 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,955 shares; 2024Q4: 5,815 shares; 2025Q1: 6,411 shares; 2025Q2: 8,028 shares; 2025Q3: 9,516 shares; 2025Q4: 16,247 shares; 2026Q1: 21,500 shares 21,500 $10.7M 0.28% +5,253 Timeline EWJ 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: 226,639 shares; 2024Q4: 230,480 shares; 2025Q1: 221,277 shares; 2025Q2: 116,700 shares; 2025Q3: 121,051 shares; 2025Q4: 122,234 shares; 2026Q1: 126,973 shares 126,973 $10.7M 0.28% +4,739 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: 88,340 shares; 2024Q4: 87,342 shares; 2025Q1: 83,271 shares; 2025Q2: 85,177 shares; 2025Q3: 87,614 shares; 2025Q4: 110,372 shares; 2026Q1: 132,245 shares 132,245 $10.1M 0.26% +21,873 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,840 shares; 2025Q1: 5,898 shares; 2025Q2: 9,997 shares; 2025Q3: 11,210 shares; 2025Q4: 11,381 shares; 2026Q1: 22,715 shares 22,715 $9.82M 0.26% +11,334 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,778 shares; 2024Q4: 176,893 shares; 2025Q1: 176,394 shares; 2025Q2: 177,721 shares; 2025Q3: 178,589 shares; 2025Q4: 179,922 shares; 2026Q1: 180,009 shares 180,009 $9.75M 0.25% +87 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: 3,017 shares; 2024Q4: 8,065 shares; 2025Q1: 9,698 shares; 2025Q2: 17,608 shares; 2025Q3: 12,490 shares; 2025Q4: 17,776 shares; 2026Q1: 20,125 shares 20,125 $9.64M 0.25% +2,349 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 125,574 shares; 2025Q1: 125,169 shares; 2025Q2: 125,151 shares; 2025Q3: 125,003 shares; 2025Q4: 133,667 shares; 2026Q1: 181,222 shares 181,222 $9.57M 0.25% +47,555 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,098 shares; 2024Q4: 1,080 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,583 shares 27,583 $9.52M 0.25% new 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: 5,789 shares; 2024Q4: 8,034 shares; 2025Q1: 14,837 shares; 2025Q2: 15,486 shares; 2025Q3: 16,025 shares; 2025Q4: 17,238 shares; 2026Q1: 16,237 shares 16,237 $9.37M 0.24% -1,001 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: 9,699 shares; 2024Q4: 6,769 shares; 2025Q1: 14,849 shares; 2025Q2: 23,288 shares; 2025Q3: 50,229 shares; 2025Q4: 43,649 shares; 2026Q1: 63,356 shares 63,356 $9.32M 0.24% +19,707 Timeline SDY 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: 46,129 shares; 2024Q4: 50,527 shares; 2025Q1: 47,244 shares; 2025Q2: 47,063 shares; 2025Q3: 47,271 shares; 2025Q4: 89,017 shares; 2026Q1: 60,619 shares 60,619 $8.85M 0.23% -28,398 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,555 shares; 2024Q4: 15,366 shares; 2025Q1: 20,303 shares; 2025Q2: 27,878 shares; 2025Q3: 30,559 shares; 2025Q4: 49,308 shares; 2026Q1: 72,766 shares 72,766 $8.63M 0.22% +23,458 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,380 shares; 2024Q4: 166,873 shares; 2025Q1: 115,190 shares; 2025Q2: 296,091 shares; 2025Q3: 289,478 shares; 2025Q4: 271,134 shares; 2026Q1: 208,703 shares 208,703 $8.57M 0.22% -62,431 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,252 shares; 2024Q4: 112,889 shares; 2025Q1: 115,918 shares; 2025Q2: 116,300 shares; 2025Q3: 117,457 shares; 2025Q4: 113,260 shares; 2026Q1: 119,407 shares 119,407 $8.49M 0.22% +6,147 Timeline IEMG 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: 226,861 shares; 2024Q4: 228,844 shares; 2025Q1: 182,958 shares; 2025Q2: 99,518 shares; 2025Q3: 100,234 shares; 2025Q4: 100,915 shares; 2026Q1: 115,302 shares 115,302 $8.04M 0.21% +14,387 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,730 shares; 2024Q4: 64,422 shares; 2025Q1: 63,830 shares; 2025Q2: 63,230 shares; 2025Q3: 65,043 shares; 2025Q4: 62,484 shares; 2026Q1: 62,535 shares 62,535 $7.9M 0.21% +51 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 86,367 shares; 2026Q1: 86,367 shares 86,367 $7.86M 0.2% 0 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: 48,121 shares; 2024Q4: 50,410 shares; 2025Q1: 50,157 shares; 2025Q2: 49,235 shares; 2025Q3: 44,896 shares; 2025Q4: 42,703 shares; 2026Q1: 54,089 shares 54,089 $7.81M 0.2% +11,386 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,803 shares; 2024Q4: 13,915 shares; 2025Q1: 14,682 shares; 2025Q2: 14,783 shares; 2025Q3: 13,004 shares; 2025Q4: 17,085 shares; 2026Q1: 22,100 shares 22,100 $7.78M 0.2% +5,015 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 8,938 shares; 2026Q1: 28,325 shares 28,325 $7.66M 0.2% +19,387 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 123,852 shares; 2025Q1: 222,203 shares; 2025Q2: 225,351 shares; 2025Q3: 248,057 shares; 2025Q4: 144,246 shares; 2026Q1: 145,290 shares 145,290 $7.47M 0.19% +1,044 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,790 shares; 2025Q3: 64,856 shares; 2025Q4: 77,182 shares; 2026Q1: 82,450 shares 82,450 $7.31M 0.19% +5,268 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 86,136 shares; 2025Q1: 81,802 shares; 2025Q2: 82,000 shares; 2025Q3: 82,000 shares; 2025Q4: 82,000 shares; 2026Q1: 82,000 shares 82,000 $6.99M 0.18% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,537 shares; 2024Q4: 9,537 shares; 2025Q1: 9,087 shares; 2025Q2: 10,487 shares; 2025Q3: 19,020 shares; 2025Q4: 178,028 shares; 2026Q1: 178,028 shares 178,028 $6.92M 0.18% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 87,100 shares; 2025Q1: 143,005 shares; 2025Q2: 159,926 shares; 2025Q3: 108,337 shares; 2025Q4: 109,266 shares; 2026Q1: 109,780 shares 109,780 $6.87M 0.18% +514 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,142 shares; 2024Q4: 38,250 shares; 2025Q1: 37,440 shares; 2025Q2: 38,287 shares; 2025Q3: 38,461 shares; 2025Q4: 38,828 shares; 2026Q1: 39,647 shares 39,647 $6.82M 0.18% +819 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA 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: not reported; 2025Q4: not reported; 2026Q1: 34,660 shares 34,660 $6.77M 0.18% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,772 shares; 2024Q4: 9,198 shares; 2025Q1: 9,456 shares; 2025Q2: 8,116 shares; 2025Q3: 10,046 shares; 2025Q4: 14,168 shares; 2026Q1: 22,067 shares 22,067 $6.67M 0.17% +7,899 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,882 shares; 2024Q4: 149,581 shares; 2025Q1: 147,528 shares; 2025Q2: 137,495 shares; 2025Q3: 147,641 shares; 2025Q4: 161,047 shares; 2026Q1: 162,059 shares 162,059 $6.67M 0.17% +1,012 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: 7,915 shares; 2024Q4: 105,159 shares; 2025Q1: 105,140 shares; 2025Q2: 97,978 shares; 2025Q3: 102,920 shares; 2025Q4: 115,106 shares; 2026Q1: 69,569 shares 69,569 $6.54M 0.17% -45,537 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,377 shares; 2024Q4: 25,276 shares; 2025Q1: 23,630 shares; 2025Q2: 3,689 shares; 2025Q3: 14,391 shares; 2025Q4: 17,394 shares; 2026Q1: 24,070 shares 24,070 $6.51M 0.17% +6,676 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 93,600 shares; 2025Q1: 93,600 shares; 2025Q2: 93,600 shares; 2025Q3: 93,600 shares; 2025Q4: 93,600 shares; 2026Q1: 93,600 shares 93,600 $6.49M 0.17% 0 Timeline SGHT SIGHT SCIENCES INC More: the full row for SIGHT SCIENCES 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: 863,918 shares; 2025Q3: 1,229,819 shares; 2025Q4: 1,378,980 shares; 2026Q1: 1,679,017 shares 1,679,017 $6.33M 0.16% +300,037 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,568 shares; 2025Q1: 73,568 shares; 2025Q2: 73,639 shares; 2025Q3: 75,191 shares; 2025Q4: 73,648 shares; 2026Q1: 73,668 shares 73,668 $6.17M 0.16% +20 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,396 shares; 2024Q4: 46,623 shares; 2025Q1: 57,083 shares; 2025Q2: 54,952 shares; 2025Q3: 54,876 shares; 2025Q4: 54,482 shares; 2026Q1: 74,548 shares 74,548 $6.15M 0.16% +20,066 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,049 shares; 2024Q4: 252,089 shares; 2025Q1: 145,730 shares; 2025Q2: 136,075 shares; 2025Q3: 270,747 shares; 2025Q4: 215,961 shares; 2026Q1: 157,643 shares 157,643 $6.1M 0.16% -58,318 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,164 shares; 2024Q4: 18,013 shares; 2025Q1: 18,447 shares; 2025Q2: 17,652 shares; 2025Q3: 17,053 shares; 2025Q4: 17,369 shares; 2026Q1: 31,167 shares 31,167 $6.05M 0.16% +13,798 Timeline IJR 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: 54,879 shares; 2024Q4: 56,332 shares; 2025Q1: 59,952 shares; 2025Q2: 61,512 shares; 2025Q3: 62,265 shares; 2025Q4: 62,636 shares; 2026Q1: 47,676 shares 47,676 $5.93M 0.15% -14,960 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,567 shares; 2024Q4: 2,437 shares; 2025Q1: 3,450 shares; 2025Q2: 4,376 shares; 2025Q3: 3,438 shares; 2025Q4: 7,458 shares; 2026Q1: 10,919 shares 10,919 $5.89M 0.15% +3,461 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; 2024Q2: restricted; 2024Q3: 78,539 shares; 2024Q4: 76,929 shares; 2025Q1: 74,556 shares; 2025Q2: 74,388 shares; 2025Q3: 74,514 shares; 2025Q4: 91,120 shares; 2026Q1: 89,878 shares 89,878 $5.76M 0.15% -1,242 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,808 shares; 2024Q4: 27,744 shares; 2025Q1: 27,389 shares; 2025Q2: 26,081 shares; 2025Q3: 24,631 shares; 2025Q4: 24,257 shares; 2026Q1: 23,883 shares 23,883 $5.64M 0.15% -374 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 3,667 shares; 2025Q1: 3,864 shares; 2025Q2: 3,869 shares; 2025Q3: 3,878 shares; 2025Q4: 7,520 shares; 2026Q1: 12,122 shares 12,122 $5.59M 0.15% +4,602 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; 2024Q2: restricted; 2024Q3: 12,733 shares; 2024Q4: 21,865 shares; 2025Q1: 24,150 shares; 2025Q2: 30,820 shares; 2025Q3: 34,108 shares; 2025Q4: 36,485 shares; 2026Q1: 50,703 shares 50,703 $5.56M 0.14% +14,218 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,682 shares; 2024Q4: 212,307 shares; 2025Q1: 211,736 shares; 2025Q2: 211,736 shares; 2025Q3: 224,917 shares; 2025Q4: 228,717 shares; 2026Q1: 228,717 shares 228,717 $5.55M 0.14% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,879 shares; 2024Q4: 57,932 shares; 2025Q1: 56,056 shares; 2025Q2: 44,941 shares; 2025Q3: 50,994 shares; 2025Q4: 43,319 shares; 2026Q1: 41,440 shares 41,440 $5.47M 0.14% -1,879 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 13,884 shares 13,884 $5.39M 0.14% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,714 shares; 2024Q4: 31,714 shares; 2025Q1: 35,542 shares; 2025Q2: 31,776 shares; 2025Q3: 41,121 shares; 2025Q4: 91,378 shares; 2026Q1: 249,986 shares 249,986 $5.33M 0.14% +158,608 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 131,428 shares 131,428 $5.27M 0.14% new 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: 671 shares; 2024Q4: 636 shares; 2025Q1: 683 shares; 2025Q2: 5,448 shares; 2025Q3: 6,635 shares; 2025Q4: 7,836 shares; 2026Q1: 8,062 shares 8,062 $5.27M 0.14% +226 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,719 shares 13,719 $5.21M 0.14% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 228,092 shares; 2025Q1: 228,092 shares; 2025Q2: 228,365 shares; 2025Q3: 228,524 shares; 2025Q4: 228,388 shares; 2026Q1: 228,388 shares 228,388 $5.14M 0.13% 0 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; 2024Q2: restricted; 2024Q3: 35,795 shares; 2024Q4: 16,291 shares; 2025Q1: 13,884 shares; 2025Q2: 13,847 shares; 2025Q3: 13,842 shares; 2025Q4: 16,806 shares; 2026Q1: 17,803 shares 17,803 $5.11M 0.13% +997 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; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 4,811 shares; 2025Q1: 6,111 shares; 2025Q2: 6,355 shares; 2025Q3: 7,413 shares; 2025Q4: 8,412 shares; 2026Q1: 12,718 shares 12,718 $4.97M 0.13% +4,306 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,850 shares; 2025Q1: 76,850 shares; 2025Q2: 76,850 shares; 2025Q3: 76,850 shares; 2025Q4: 76,850 shares; 2026Q1: 78,600 shares 78,600 $4.92M 0.13% +1,750 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,071 shares; 2024Q4: 9,796 shares; 2025Q1: 11,420 shares; 2025Q2: 10,316 shares; 2025Q3: 10,495 shares; 2025Q4: 14,746 shares; 2026Q1: 23,266 shares 23,266 $4.79M 0.12% +8,520 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,898 shares; 2024Q4: 48,249 shares; 2025Q1: 47,725 shares; 2025Q2: 45,598 shares; 2025Q3: 46,201 shares; 2025Q4: 89,435 shares; 2026Q1: 95,508 shares 95,508 $4.73M 0.12% +6,073 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,089 shares; 2024Q4: 27,446 shares; 2025Q1: 28,642 shares; 2025Q2: 32,323 shares; 2025Q3: 29,052 shares; 2025Q4: 28,242 shares; 2026Q1: 28,673 shares 28,673 $4.72M 0.12% +431 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; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 78,157 shares; 2025Q1: 78,157 shares; 2025Q2: 72,714 shares; 2025Q3: 73,426 shares; 2025Q4: 82,384 shares; 2026Q1: 64,509 shares 64,509 $4.64M 0.12% -17,875 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,422 shares; 2024Q4: 21,662 shares; 2025Q1: 23,475 shares; 2025Q2: 21,953 shares; 2025Q3: 21,414 shares; 2025Q4: 22,087 shares; 2026Q1: 25,347 shares 25,347 $4.62M 0.12% +3,260 Timeline IHDG 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: 192,414 shares; 2024Q4: 193,408 shares; 2025Q1: 176,504 shares; 2025Q2: 119,253 shares; 2025Q3: 109,161 shares; 2025Q4: 105,246 shares; 2026Q1: 95,394 shares 95,394 $4.59M 0.12% -9,852 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 231,214 shares; 2025Q1: 229,675 shares; 2025Q2: 229,675 shares; 2025Q3: 229,675 shares; 2025Q4: 228,675 shares; 2026Q1: 235,363 shares 235,363 $4.52M 0.12% +6,688 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,430 shares; 2024Q4: 263,329 shares; 2025Q1: 154,849 shares; 2025Q2: 135,920 shares; 2025Q3: 199,461 shares; 2025Q4: 174,410 shares; 2026Q1: 108,322 shares 108,322 $4.42M 0.11% -66,088 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR 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: 23,036 shares; 2026Q1: 24,167 shares 24,167 $4.36M 0.11% +1,131 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,608 shares; 2025Q1: 14,608 shares; 2025Q2: 13,635 shares; 2025Q3: 13,445 shares; 2025Q4: 16,443 shares; 2026Q1: 9,958 shares 9,958 $4.34M 0.11% -6,485 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370,525 shares; 2025Q1: 370,525 shares; 2025Q2: 370,525 shares; 2025Q3: 370,125 shares; 2025Q4: 370,125 shares; 2026Q1: 370,125 shares 370,125 $4.27M 0.11% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,987 shares; 2025Q1: 14,009 shares; 2025Q2: 13,109 shares; 2025Q3: 12,943 shares; 2025Q4: 15,477 shares; 2026Q1: 9,990 shares 9,990 $4.25M 0.11% -5,487 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 1,371 shares; 2025Q1: 1,505 shares; 2025Q2: 1,495 shares; 2025Q3: 1,650 shares; 2025Q4: 1,985 shares; 2026Q1: 2,444 shares 2,444 $4.23M 0.11% +459 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,715 shares; 2024Q4: 30,056 shares; 2025Q1: 12,887 shares; 2025Q2: 21,758 shares; 2025Q3: 32,716 shares; 2025Q4: 87,410 shares; 2026Q1: 79,826 shares 79,826 $4.2M 0.11% -7,584 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,714 shares; 2024Q4: 99,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,882 shares 99,882 $4.19M 0.11% new 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: 71,074 shares; 2024Q4: 45,438 shares; 2025Q1: 53,626 shares; 2025Q2: 47,453 shares; 2025Q3: 46,899 shares; 2025Q4: 46,075 shares; 2026Q1: 40,831 shares 40,831 $4.11M 0.11% -5,244 Timeline IBTG 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: 193,109 shares; 2025Q4: 192,574 shares; 2026Q1: 178,798 shares 178,798 $4.1M 0.11% -13,776 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,056 shares; 2024Q4: 38,747 shares; 2025Q1: 26,787 shares; 2025Q2: 128,822 shares; 2025Q3: 127,033 shares; 2025Q4: 125,665 shares; 2026Q1: 99,220 shares 99,220 $4.02M 0.1% -26,445 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 85,866 shares; 2025Q4: 85,446 shares; 2026Q1: 85,446 shares 85,446 $4.02M 0.1% 0 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,665 shares; 2025Q2: 1,334,815 shares; 2025Q3: 1,352,251 shares; 2025Q4: 1,361,198 shares; 2026Q1: 126,545 shares 126,545 $4.01M 0.1% -1,234,653 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: 28,018 shares; 2024Q4: 25,491 shares; 2025Q1: 25,755 shares; 2025Q2: 26,547 shares; 2025Q3: 26,284 shares; 2025Q4: 24,964 shares; 2026Q1: 26,190 shares 26,190 $4M 0.1% +1,226 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; 2024Q2: restricted; 2024Q3: 20,132 shares; 2024Q4: 19,541 shares; 2025Q1: 19,137 shares; 2025Q2: 17,728 shares; 2025Q3: 18,502 shares; 2025Q4: 16,335 shares; 2026Q1: 16,367 shares 16,367 $3.97M 0.1% +32 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,057 shares; 2024Q4: 8,686 shares; 2025Q1: 10,062 shares; 2025Q2: 11,661 shares; 2025Q3: 11,863 shares; 2025Q4: 20,909 shares; 2026Q1: 31,247 shares 31,247 $3.95M 0.1% +10,338 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 1,006 shares; 2025Q3: 1,375 shares; 2025Q4: 4,520 shares; 2026Q1: 6,991 shares 6,991 $3.93M 0.1% +2,471 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: 1,823 shares; 2024Q4: 2,603 shares; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 10,930 shares; 2025Q4: 10,930 shares; 2026Q1: 10,961 shares 10,961 $3.91M 0.1% +31 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,466 shares; 2024Q4: 104,009 shares; 2025Q1: 74,307 shares; 2025Q2: 155,094 shares; 2025Q3: 161,201 shares; 2025Q4: 121,027 shares; 2026Q1: 94,476 shares 94,476 $3.72M 0.1% -26,551 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: 271,116 shares; 2024Q4: 279,982 shares; 2025Q1: 174,632 shares; 2025Q2: 177,498 shares; 2025Q3: 152,713 shares; 2025Q4: 152,009 shares; 2026Q1: 154,050 shares 154,050 $3.65M 0.09% +2,041 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: 8,030 shares; 2024Q4: 8,029 shares; 2025Q1: 8,024 shares; 2025Q2: 7,969 shares; 2025Q3: 7,952 shares; 2025Q4: 10,527 shares; 2026Q1: 8,445 shares 8,445 $3.63M 0.09% -2,082 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,026 shares; 2024Q4: 15,535 shares; 2025Q1: 12,878 shares; 2025Q2: 12,878 shares; 2025Q3: 12,878 shares; 2025Q4: 12,878 shares; 2026Q1: 13,864 shares 13,864 $3.63M 0.09% +986 Timeline GNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,731 shares; 2024Q4: 239,410 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131,658 shares; 2026Q1: 92,856 shares 92,856 $3.62M 0.09% -38,802 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,128 shares; 2025Q3: 1,667 shares; 2025Q4: 2,743 shares; 2026Q1: 4,138 shares 4,138 $3.61M 0.09% +1,395 Timeline MSDL MORGAN STANLEY DIRECT LENDIN More: the full row for MORGAN STANLEY DIRECT LENDIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 136,455 shares; 2025Q1: 366,803 shares; 2025Q2: 378,154 shares; 2025Q3: 538,983 shares; 2025Q4: 551,776 shares; 2026Q1: 257,184 shares 257,184 $3.59M 0.09% -294,592 Timeline IUSG 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: 35,863 shares; 2025Q3: 22,877 shares; 2025Q4: 34,482 shares; 2026Q1: 22,908 shares 22,908 $3.55M 0.09% -11,574 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: 4,237 shares; 2025Q1: 4,050 shares; 2025Q2: 4,493 shares; 2025Q3: 4,065 shares; 2025Q4: 40,702 shares; 2026Q1: 36,745 shares 36,745 $3.53M 0.09% -3,957 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 4,161 shares; 2025Q1: 4,075 shares; 2025Q2: 3,641 shares; 2025Q3: 3,685 shares; 2025Q4: 10,583 shares; 2026Q1: 24,214 shares 24,214 $3.52M 0.09% +13,631 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970,743 shares; 2024Q4: 813,057 shares; 2025Q1: 755,318 shares; 2025Q2: 793,284 shares; 2025Q3: 800,074 shares; 2025Q4: 733,516 shares; 2026Q1: 45,891 shares 45,891 $3.51M 0.09% -687,625 Timeline IMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54,414 shares; 2025Q2: 164,169 shares; 2025Q3: 159,992 shares; 2025Q4: 149,360 shares; 2026Q1: 116,174 shares 116,174 $3.5M 0.09% -33,186 Timeline IWM 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: 14,225 shares; 2024Q4: 3,815 shares; 2025Q1: 1,975 shares; 2025Q2: 7,223 shares; 2025Q3: 12,617 shares; 2025Q4: 13,872 shares; 2026Q1: 13,873 shares 13,873 $3.44M 0.09% +1 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,651 shares; 2024Q4: 299,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,566 shares; 2025Q4: 161,751 shares; 2026Q1: 89,395 shares 89,395 $3.41M 0.09% -72,356 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,155 shares; 2025Q1: 73,868 shares; 2025Q2: 73,868 shares; 2025Q3: 74,061 shares; 2025Q4: 73,753 shares; 2026Q1: 73,830 shares 73,830 $3.38M 0.09% +77 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,481 shares; 2026Q1: 11,578 shares 11,578 $3.38M 0.09% +7,097 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,174 shares; 2025Q2: 8,057 shares; 2025Q3: 10,194 shares; 2025Q4: 20,241 shares; 2026Q1: 37,355 shares 37,355 $3.35M 0.09% +17,114 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,755 shares; 2025Q1: 37,755 shares; 2025Q2: 37,755 shares; 2025Q3: 37,755 shares; 2025Q4: 37,755 shares; 2026Q1: 38,260 shares 38,260 $3.3M 0.09% +505 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,530 shares; 2024Q4: 80,512 shares; 2025Q1: 80,430 shares; 2025Q2: 80,315 shares; 2025Q3: 79,776 shares; 2025Q4: 73,681 shares; 2026Q1: 79,082 shares 79,082 $3.29M 0.09% +5,401 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,259 shares; 2024Q4: 266,512 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,519 shares; 2026Q1: 87,479 shares 87,479 $3.24M 0.08% -39,040 Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 184,610 shares; 2025Q2: 179,307 shares; 2025Q3: 175,255 shares; 2025Q4: 164,145 shares; 2026Q1: 107,685 shares 107,685 $3.21M 0.08% -56,460 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 29,286 shares 29,286 $3.17M 0.08% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,931 shares; 2024Q4: 55,100 shares; 2025Q1: 57,709 shares; 2025Q2: 57,290 shares; 2025Q3: 58,343 shares; 2025Q4: 70,807 shares; 2026Q1: 85,237 shares 85,237 $3.13M 0.08% +14,430 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: not reported; 2025Q1: 9,099 shares; 2025Q2: 9,199 shares; 2025Q3: 9,199 shares; 2025Q4: 63,495 shares; 2026Q1: 70,514 shares 70,514 $3.11M 0.08% +7,019 Timeline GPOR GULFPORT ENERGY CORP More: the full row for GULFPORT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,621 shares; 2025Q1: 14,621 shares; 2025Q2: 14,621 shares; 2025Q3: 14,621 shares; 2025Q4: 14,446 shares; 2026Q1: 14,446 shares 14,446 $3.06M 0.08% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,426 shares; 2025Q1: 5,013 shares; 2025Q2: 5,467 shares; 2025Q3: 6,365 shares; 2025Q4: 8,191 shares; 2026Q1: 14,160 shares 14,160 $3.03M 0.08% +5,969 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,377 shares; 2026Q1: 9,415 shares 9,415 $3.02M 0.08% +8,038 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,728 shares; 2024Q4: 51,722 shares; 2025Q1: 53,957 shares; 2025Q2: 52,771 shares; 2025Q3: 51,726 shares; 2025Q4: 34,292 shares; 2026Q1: 36,036 shares 36,036 $2.9M 0.08% +1,744 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,105 shares; 2025Q1: 3,202 shares; 2025Q2: 3,215 shares; 2025Q3: 3,579 shares; 2025Q4: 3,132 shares; 2026Q1: 3,009 shares 3,009 $2.89M 0.08% -123 Timeline XFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349,770 shares; 2025Q3: 340,101 shares; 2025Q4: 320,062 shares; 2026Q1: 80,430 shares 80,430 $2.83M 0.07% -239,632 Timeline MUB 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: 2,350 shares; 2024Q4: 26,412 shares; 2025Q1: 26,412 shares; 2025Q2: 26,424 shares; 2025Q3: 26,444 shares; 2025Q4: 26,469 shares; 2026Q1: 26,363 shares 26,363 $2.8M 0.07% -106 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; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 3,109 shares; 2025Q1: 3,439 shares; 2025Q2: 5,094 shares; 2025Q3: 4,907 shares; 2025Q4: 5,681 shares; 2026Q1: 6,350 shares 6,350 $2.77M 0.07% +669 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,799 shares; 2024Q4: 190,222 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,842 shares; 2026Q1: 71,548 shares 71,548 $2.76M 0.07% -48,294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,781 shares 69,781 $2.71M 0.07% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,567 shares; 2024Q4: 38,299 shares; 2025Q1: 51,712 shares; 2025Q2: 43,613 shares; 2025Q3: 34,134 shares; 2025Q4: 29,011 shares; 2026Q1: 29,011 shares 29,011 $2.69M 0.07% 0 Timeline IMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 110,461 shares; 2025Q2: 109,798 shares; 2025Q3: 110,655 shares; 2025Q4: 108,659 shares; 2026Q1: 92,179 shares 92,179 $2.68M 0.07% -16,480 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,961 shares; 2024Q4: 25,119 shares; 2025Q1: 24,008 shares; 2025Q2: 26,166 shares; 2025Q3: 27,219 shares; 2025Q4: 27,609 shares; 2026Q1: 30,059 shares 30,059 $2.65M 0.07% +2,450 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,055 shares; 2024Q4: 25,527 shares; 2025Q1: 23,186 shares; 2025Q2: 21,356 shares; 2025Q3: 21,053 shares; 2025Q4: 18,891 shares; 2026Q1: 13,837 shares 13,837 $2.62M 0.07% -5,054 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: 121,136 shares; 2024Q4: 116,104 shares; 2025Q1: 46,041 shares; 2025Q2: 53,997 shares; 2025Q3: 65,399 shares; 2025Q4: 50,287 shares; 2026Q1: 52,379 shares 52,379 $2.55M 0.07% +2,092 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: 7,815 shares; 2024Q4: 5,626 shares; 2025Q1: 11,160 shares; 2025Q2: 10,484 shares; 2025Q3: 9,108 shares; 2025Q4: 15,643 shares; 2026Q1: 21,583 shares 21,583 $2.55M 0.07% +5,940 Timeline IAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 77,699 shares; 2025Q2: 73,537 shares; 2025Q3: 153,540 shares; 2025Q4: 126,455 shares; 2026Q1: 88,209 shares 88,209 $2.53M 0.07% -38,246 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,700 shares; 2024Q4: 74,484 shares; 2025Q1: 75,649 shares; 2025Q2: 23,478 shares; 2025Q3: 24,124 shares; 2025Q4: 24,551 shares; 2026Q1: 26,080 shares 26,080 $2.52M 0.07% +1,529 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,255 shares; 2024Q4: 12,484 shares; 2025Q1: 13,164 shares; 2025Q2: 13,489 shares; 2025Q3: 13,353 shares; 2025Q4: 11,616 shares; 2026Q1: 12,832 shares 12,832 $2.52M 0.07% +1,216 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; 2024Q2: restricted; 2024Q3: 7,670 shares; 2024Q4: 7,531 shares; 2025Q1: 7,066 shares; 2025Q2: 2,211 shares; 2025Q3: 3,306 shares; 2025Q4: 7,425 shares; 2026Q1: 7,386 shares 7,386 $2.5M 0.06% -39 Timeline IUSB 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: 51,009 shares; 2025Q3: 50,342 shares; 2025Q4: 50,068 shares; 2026Q1: 53,638 shares 53,638 $2.48M 0.06% +3,570 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC 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: 68,549 shares; 2026Q1: 70,982 shares 70,982 $2.45M 0.06% +2,433 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,297 shares; 2024Q4: 19,403 shares; 2025Q1: 21,027 shares; 2025Q2: 22,600 shares; 2025Q3: 21,557 shares; 2025Q4: 26,147 shares; 2026Q1: 24,899 shares 24,899 $2.45M 0.06% -1,248 Timeline GNE GENIE ENERGY LTD More: the full row for GENIE ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,545 shares; 2024Q4: 159,200 shares; 2025Q1: 159,200 shares; 2025Q2: 165,355 shares; 2025Q3: 165,355 shares; 2025Q4: 165,355 shares; 2026Q1: 171,934 shares 171,934 $2.43M 0.06% +6,579 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,029 shares; 2025Q1: 3,775 shares; 2025Q2: 3,454 shares; 2025Q3: 3,342 shares; 2025Q4: 3,932 shares; 2026Q1: 7,484 shares 7,484 $2.42M 0.06% +3,552 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,815 shares; 2025Q2: 7,885 shares; 2025Q3: 9,170 shares; 2025Q4: 7,378 shares; 2026Q1: 57,568 shares 57,568 $2.32M 0.06% +50,190 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,179 shares; 2024Q4: 21,806 shares; 2025Q1: 22,320 shares; 2025Q2: 19,932 shares; 2025Q3: 17,865 shares; 2025Q4: 22,230 shares; 2026Q1: 23,661 shares 23,661 $2.31M 0.06% +1,431 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,250 shares; 2024Q4: 29,927 shares; 2025Q1: 23,319 shares; 2025Q2: 21,985 shares; 2025Q3: 19,873 shares; 2025Q4: 22,041 shares; 2026Q1: 9,180 shares 9,180 $2.23M 0.06% -12,861 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,314 shares; 2024Q4: 20,164 shares; 2025Q1: 20,164 shares; 2025Q2: 19,938 shares; 2025Q3: 19,670 shares; 2025Q4: 17,760 shares; 2026Q1: 10,661 shares 10,661 $2.17M 0.06% -7,099 Timeline BRK-A 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 shares; 2024Q4: 2 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.06% 0 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: 19,780 shares; 2024Q4: 20,462 shares; 2025Q1: 22,317 shares; 2025Q2: 22,317 shares; 2025Q3: 24,222 shares; 2025Q4: 41,945 shares; 2026Q1: 39,725 shares 39,725 $2.14M 0.06% -2,220 Timeline GDX 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: 14,952 shares; 2024Q4: 14,951 shares; 2025Q1: 13,355 shares; 2025Q2: 12,099 shares; 2025Q3: 20,040 shares; 2025Q4: 21,892 shares; 2026Q1: 23,130 shares 23,130 $2.12M 0.06% +1,238 Timeline EFA 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: 16,726 shares; 2024Q4: 16,726 shares; 2025Q1: not reported; 2025Q2: 16,754 shares; 2025Q3: 21,407 shares; 2025Q4: 21,746 shares; 2026Q1: 21,746 shares 21,746 $2.11M 0.05% 0 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: 45,710 shares; 2024Q4: 27,061 shares; 2025Q1: 23,254 shares; 2025Q2: 15,092 shares; 2025Q3: 10,930 shares; 2025Q4: 14,238 shares; 2026Q1: 10,320 shares 10,320 $2.1M 0.05% -3,918 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,967 shares; 2024Q4: 57,092 shares; 2025Q1: 57,677 shares; 2025Q2: 59,496 shares; 2025Q3: 58,786 shares; 2025Q4: 59,081 shares; 2026Q1: 59,920 shares 59,920 $2.06M 0.05% +839 Timeline IWR 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: 7,050 shares; 2025Q3: 20,727 shares; 2025Q4: 20,760 shares; 2026Q1: 20,760 shares 20,760 $2.02M 0.05% 0 Timeline VOT 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: 7,755 shares; 2024Q4: 7,755 shares; 2025Q1: 7,755 shares; 2025Q2: 7,755 shares; 2025Q3: 7,755 shares; 2025Q4: 7,755 shares; 2026Q1: 7,755 shares 7,755 $2M 0.05% 0 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,989 shares; 2024Q4: 149,989 shares; 2025Q1: 136,765 shares; 2025Q2: 136,765 shares; 2025Q3: 136,765 shares; 2025Q4: 151,161 shares; 2026Q1: 151,755 shares 151,755 $1.99M 0.05% +594 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,710 shares; 2024Q4: 33,678 shares; 2025Q1: 47,196 shares; 2025Q2: 14,483 shares; 2025Q3: 14,447 shares; 2025Q4: 13,955 shares; 2026Q1: 14,418 shares 14,418 $1.98M 0.05% +463 Timeline IYR 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: 21,896 shares; 2025Q3: 10,115 shares; 2025Q4: 20,644 shares; 2026Q1: 20,644 shares 20,644 $1.95M 0.05% 0 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: 5,136 shares; 2024Q4: 5,129 shares; 2025Q1: 4,181 shares; 2025Q2: 4,356 shares; 2025Q3: 5,396 shares; 2025Q4: 32,189 shares; 2026Q1: 31,613 shares 31,613 $1.94M 0.05% -576 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 6,386 shares; 2025Q1: 6,386 shares; 2025Q2: 6,386 shares; 2025Q3: 7,266 shares; 2025Q4: 8,466 shares; 2026Q1: 9,158 shares 9,158 $1.92M 0.05% +692 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: 6,374 shares; 2024Q4: 6,287 shares; 2025Q1: 6,505 shares; 2025Q2: 6,549 shares; 2025Q3: 6,868 shares; 2025Q4: 13,585 shares; 2026Q1: 14,457 shares 14,457 $1.92M 0.05% +872 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,391 shares; 2025Q2: 85,328 shares; 2025Q3: 97,954 shares; 2025Q4: 89,614 shares; 2026Q1: 55,516 shares 55,516 $1.87M 0.05% -34,098 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,946 shares; 2025Q1: 7,686 shares; 2025Q2: 15,793 shares; 2025Q3: 15,988 shares; 2025Q4: 16,108 shares; 2026Q1: 20,077 shares 20,077 $1.87M 0.05% +3,969 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; 2024Q2: restricted; 2024Q3: 30,440 shares; 2024Q4: 31,327 shares; 2025Q1: 31,445 shares; 2025Q2: 35,913 shares; 2025Q3: 29,639 shares; 2025Q4: 30,708 shares; 2026Q1: 36,862 shares 36,862 $1.87M 0.05% +6,154 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P 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: 40,471 shares; 2025Q4: 126,427 shares; 2026Q1: 117,547 shares 117,547 $1.78M 0.05% -8,880 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,966 shares 112,966 $1.77M 0.05% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,904 shares; 2025Q1: 7,904 shares; 2025Q2: 10,507 shares; 2025Q3: 10,511 shares; 2025Q4: 14,491 shares; 2026Q1: 14,208 shares 14,208 $1.74M 0.05% -283 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: 3,589 shares; 2024Q4: 3,603 shares; 2025Q1: 6,992 shares; 2025Q2: 6,508 shares; 2025Q3: 3,339 shares; 2025Q4: 5,406 shares; 2026Q1: 4,667 shares 4,667 $1.73M 0.05% -739 Timeline VT 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: 25,975 shares; 2024Q4: 25,383 shares; 2025Q1: 25,379 shares; 2025Q2: 25,333 shares; 2025Q3: 25,341 shares; 2025Q4: 12,762 shares; 2026Q1: 12,447 shares 12,447 $1.72M 0.04% -315 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 7,482 shares; 2025Q1: 7,742 shares; 2025Q2: 7,024 shares; 2025Q3: 7,892 shares; 2025Q4: 17,230 shares; 2026Q1: 17,850 shares 17,850 $1.72M 0.04% +620 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 86,761 shares; 2025Q2: 82,877 shares; 2025Q3: 82,271 shares; 2025Q4: 84,590 shares; 2026Q1: 46,884 shares 46,884 $1.7M 0.04% -37,706 Timeline WTTR SELECT WATER SOLUTIONS INC More: the full row for SELECT WATER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,169 shares; 2024Q4: 130,169 shares; 2025Q1: 130,169 shares; 2025Q2: 130,169 shares; 2025Q3: 130,169 shares; 2025Q4: 130,169 shares; 2026Q1: 110,169 shares 110,169 $1.69M 0.04% -20,000 Timeline VEU 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: 37,750 shares; 2024Q4: 14,185 shares; 2025Q1: 14,537 shares; 2025Q2: 18,762 shares; 2025Q3: 22,765 shares; 2025Q4: 18,459 shares; 2026Q1: 22,319 shares 22,319 $1.68M 0.04% +3,860 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,165 shares; 2024Q4: 244,165 shares; 2025Q1: 241,040 shares; 2025Q2: 241,040 shares; 2025Q3: 241,171 shares; 2025Q4: 241,172 shares; 2026Q1: 241,580 shares 241,580 $1.67M 0.04% +408 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,138 shares; 2024Q4: 15,158 shares; 2025Q1: 16,481 shares; 2025Q2: 18,185 shares; 2025Q3: 19,378 shares; 2025Q4: 31,022 shares; 2026Q1: 43,238 shares 43,238 $1.66M 0.04% +12,216 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,790 shares; 2024Q4: 75,791 shares; 2025Q1: 5,249 shares; 2025Q2: 5,197 shares; 2025Q3: 137,727 shares; 2025Q4: 160,373 shares; 2026Q1: 20,513 shares 20,513 $1.63M 0.04% -139,860 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,405 shares; 2026Q1: 16,571 shares 16,571 $1.55M 0.04% -834 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,136 shares; 2024Q4: 13,850 shares; 2025Q1: 14,940 shares; 2025Q2: 15,000 shares; 2025Q3: 15,706 shares; 2025Q4: 15,706 shares; 2026Q1: 7,829 shares 7,829 $1.55M 0.04% -7,877 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,705 shares; 2024Q4: 17,705 shares; 2025Q1: 32,806 shares; 2025Q2: 33,306 shares; 2025Q3: 36,306 shares; 2025Q4: 56,126 shares; 2026Q1: 56,126 shares 56,126 $1.52M 0.04% 0 Timeline DFIV 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: 15,894 shares; 2024Q4: 15,894 shares; 2025Q1: not reported; 2025Q2: 15,894 shares; 2025Q3: 19,967 shares; 2025Q4: 22,697 shares; 2026Q1: 28,374 shares 28,374 $1.5M 0.04% +5,677 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 1,210 shares; 2026Q1: 3,758 shares 3,758 $1.49M 0.04% +2,548 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,037 shares; 2024Q4: 9,036 shares; 2025Q1: 7,843 shares; 2025Q2: 7,135 shares; 2025Q3: 11,678 shares; 2025Q4: 12,683 shares; 2026Q1: 12,600 shares 12,600 $1.47M 0.04% -83 Timeline ECAT BLACKROCK ESG CAP ALLC TERM More: the full row for BLACKROCK ESG CAP ALLC TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,077 shares; 2024Q4: 140,287 shares; 2025Q1: 120,315 shares; 2025Q2: 120,315 shares; 2025Q3: 120,315 shares; 2025Q4: 112,105 shares; 2026Q1: 108,605 shares 108,605 $1.47M 0.04% -3,500 Timeline IDT IDT CORP More: the full row for IDT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,166 shares; 2024Q4: 29,166 shares; 2025Q1: not reported; 2025Q2: 29,166 shares; 2025Q3: 29,166 shares; 2025Q4: 29,166 shares; 2026Q1: 29,166 shares 29,166 $1.43M 0.04% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: not reported; 2025Q4: 25,758 shares; 2026Q1: 24,606 shares 24,606 $1.4M 0.04% -1,152 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: 4,602 shares; 2024Q4: 4,459 shares; 2025Q1: 5,056 shares; 2025Q2: 5,597 shares; 2025Q3: 5,445 shares; 2025Q4: 9,276 shares; 2026Q1: 7,038 shares 7,038 $1.4M 0.04% -2,238 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,657 shares; 2024Q4: 12,477 shares; 2025Q1: 7,591 shares; 2025Q2: 7,976 shares; 2025Q3: 10,394 shares; 2025Q4: 10,576 shares; 2026Q1: 10,746 shares 10,746 $1.38M 0.04% +170 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 4,548 shares 4,548 $1.35M 0.04% new 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; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,645 shares; 2025Q1: 1,482 shares; 2025Q2: 1,631 shares; 2025Q3: 1,859 shares; 2025Q4: 1,849 shares; 2026Q1: 1,931 shares 1,931 $1.35M 0.03% +82 Timeline AGG 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: 6,868 shares; 2024Q4: 6,719 shares; 2025Q1: 4,815 shares; 2025Q2: 4,739 shares; 2025Q3: 12,401 shares; 2025Q4: 13,335 shares; 2026Q1: 13,465 shares 13,465 $1.34M 0.03% +130 Timeline DHS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,150 shares; 2026Q1: 12,150 shares 12,150 $1.33M 0.03% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,285 shares; 2025Q1: 2,285 shares; 2025Q2: 3,251 shares; 2025Q3: 3,251 shares; 2025Q4: 3,251 shares; 2026Q1: 3,251 shares 3,251 $1.33M 0.03% 0 Timeline IDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,943 shares; 2025Q2: 65,669 shares; 2025Q3: 63,737 shares; 2025Q4: 58,471 shares; 2026Q1: 39,978 shares 39,978 $1.3M 0.03% -18,493 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,142 shares; 2025Q1: 3,142 shares; 2025Q2: 3,142 shares; 2025Q3: 3,142 shares; 2025Q4: 3,922 shares; 2026Q1: 3,922 shares 3,922 $1.28M 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,797 shares; 2024Q4: 4,797 shares; 2025Q1: 4,797 shares; 2025Q2: 4,786 shares; 2025Q3: 4,778 shares; 2025Q4: 4,788 shares; 2026Q1: 4,812 shares 4,812 $1.28M 0.03% +24 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: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,514 shares; 2025Q2: 5,309 shares; 2025Q3: 5,256 shares; 2025Q4: 5,923 shares; 2026Q1: 6,987 shares 6,987 $1.27M 0.03% +1,064 Timeline INOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,330 shares; 2025Q2: 69,588 shares; 2025Q3: 68,078 shares; 2025Q4: 61,762 shares; 2026Q1: 36,504 shares 36,504 $1.27M 0.03% -25,258 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: 1,677 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 3,835 shares; 2025Q4: 1,677 shares; 2026Q1: 3,940 shares 3,940 $1.26M 0.03% +2,263 Timeline IYW 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: 2,033 shares; 2025Q3: 2,049 shares; 2025Q4: 2,111 shares; 2026Q1: 6,892 shares 6,892 $1.25M 0.03% +4,781 Timeline 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,829 shares 27,829 $1.24M 0.03% new 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: 52,875 shares; 2024Q4: 54,275 shares; 2025Q1: 60,475 shares; 2025Q2: 70,375 shares; 2025Q3: 70,375 shares; 2025Q4: 70,675 shares; 2026Q1: 71,975 shares 71,975 $1.23M 0.03% +1,300 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,678 shares; 2024Q4: 14,838 shares; 2025Q1: 15,516 shares; 2025Q2: 14,190 shares; 2025Q3: 13,536 shares; 2025Q4: 11,356 shares; 2026Q1: 12,133 shares 12,133 $1.17M 0.03% +777 Timeline TFIN TRIUMPH FINANCIAL INC More: the full row for TRIUMPH FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 4,807 shares; 2025Q1: 4,807 shares; 2025Q2: 18,757 shares; 2025Q3: 18,757 shares; 2025Q4: 18,757 shares; 2026Q1: 19,296 shares 19,296 $1.15M 0.03% +539 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,800 shares; 2025Q2: 13,800 shares; 2025Q3: 23,515 shares; 2025Q4: 12,735 shares; 2026Q1: 22,485 shares 22,485 $1.15M 0.03% +9,750 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,712 shares; 2024Q4: 5,100 shares; 2025Q1: 4,789 shares; 2025Q2: 9,561 shares; 2025Q3: 9,561 shares; 2025Q4: 7,011 shares; 2026Q1: 8,668 shares 8,668 $1.14M 0.03% +1,657 Timeline DFAX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,821 shares 32,821 $1.11M 0.03% new Timeline IVW 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: 3,383 shares; 2025Q1: not reported; 2025Q2: 9,592 shares; 2025Q3: 9,651 shares; 2025Q4: 9,595 shares; 2026Q1: 9,769 shares 9,769 $1.1M 0.03% +174 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,722 shares; 2024Q4: 4,777 shares; 2025Q1: 4,719 shares; 2025Q2: 4,015 shares; 2025Q3: 5,864 shares; 2025Q4: 8,376 shares; 2026Q1: 8,412 shares 8,412 $1.1M 0.03% +36 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,629 shares; 2024Q4: 18,629 shares; 2025Q1: 18,629 shares; 2025Q2: 18,629 shares; 2025Q3: 18,629 shares; 2025Q4: 7,594 shares; 2026Q1: 7,594 shares 7,594 $1.1M 0.03% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 790 shares 790 $1.09M 0.03% new Timeline MBB 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: 4,327 shares; 2024Q4: 4,327 shares; 2025Q1: 3,967 shares; 2025Q2: 10,371 shares; 2025Q3: 10,584 shares; 2025Q4: 10,544 shares; 2026Q1: 11,368 shares 11,368 $1.08M 0.03% +824 Timeline IJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,345 shares; 2025Q2: 70,764 shares; 2025Q3: 74,480 shares; 2025Q4: 55,855 shares; 2026Q1: 36,679 shares 36,679 $1.08M 0.03% -19,176 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,809 shares; 2024Q4: 71,243 shares; 2025Q1: 75,541 shares; 2025Q2: 70,971 shares; 2025Q3: 64,264 shares; 2025Q4: 59,344 shares; 2026Q1: 79,544 shares 79,544 $1.07M 0.03% +20,200 Timeline JUNM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,669 shares; 2025Q3: 31,236 shares; 2025Q4: 31,130 shares; 2026Q1: 30,943 shares 30,943 $1.06M 0.03% -187 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80,598 shares; 2025Q2: 74,086 shares; 2025Q3: 80,637 shares; 2025Q4: 77,460 shares; 2026Q1: 32,280 shares 32,280 $1.06M 0.03% -45,180 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,060 shares; 2024Q4: 22,056 shares; 2025Q1: 23,495 shares; 2025Q2: 23,437 shares; 2025Q3: 24,922 shares; 2025Q4: 24,785 shares; 2026Q1: 17,613 shares 17,613 $1.05M 0.03% -7,172 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 6,411 shares; 2025Q2: 8,911 shares; 2025Q3: 10,829 shares; 2025Q4: 12,904 shares; 2026Q1: 16,171 shares 16,171 $1.05M 0.03% +3,267 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,114 shares; 2024Q4: 79,317 shares; 2025Q1: 79,317 shares; 2025Q2: 79,317 shares; 2025Q3: 79,317 shares; 2025Q4: 79,317 shares; 2026Q1: 79,317 shares 79,317 $1.03M 0.03% 0 Timeline SPGM 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: 16,136 shares; 2024Q4: 14,642 shares; 2025Q1: 14,621 shares; 2025Q2: 14,496 shares; 2025Q3: 14,509 shares; 2025Q4: 14,521 shares; 2026Q1: 13,484 shares 13,484 $1.02M 0.03% -1,037 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,915 shares; 2025Q2: 48,278 shares; 2025Q3: 54,081 shares; 2025Q4: 53,495 shares; 2026Q1: 29,022 shares 29,022 $1.02M 0.03% -24,473 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,030 shares; 2025Q3: 3,956 shares; 2025Q4: 13,102 shares; 2026Q1: 13,800 shares 13,800 $1.02M 0.03% +698 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 212,842 shares; 2025Q3: 214,181 shares; 2025Q4: 211,509 shares; 2026Q1: 24,889 shares 24,889 $1.01M 0.03% -186,620 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,357 shares; 2024Q4: 5,364 shares; 2025Q1: 4,957 shares; 2025Q2: 4,757 shares; 2025Q3: 4,932 shares; 2025Q4: 2,982 shares; 2026Q1: 3,027 shares 3,027 $995K 0.03% +45 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,273 shares; 2024Q4: 8,152 shares; 2025Q1: 7,915 shares; 2025Q2: 6,656 shares; 2025Q3: 6,656 shares; 2025Q4: 6,656 shares; 2026Q1: 16,592 shares 16,592 $975K 0.03% +9,936 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,610 shares; 2024Q4: 36,104 shares; 2025Q1: 33,064 shares; 2025Q2: 27,447 shares; 2025Q3: 35,227 shares; 2025Q4: 35,220 shares; 2026Q1: 23,501 shares 23,501 $965K 0.03% -11,719 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,773 shares; 2025Q1: 4,137 shares; 2025Q2: 3,982 shares; 2025Q3: 1,048 shares; 2025Q4: 1,430 shares; 2026Q1: 1,759 shares 1,759 $946K 0.02% +329 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,009 shares; 2026Q1: 3,677 shares 3,677 $921K 0.02% +668 Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,337,989 shares; 2025Q2: 270,457 shares; 2025Q3: 97,869 shares; 2025Q4: 67,590 shares; 2026Q1: 28,713 shares 28,713 $920K 0.02% -38,877 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,216 shares; 2024Q4: 3,638 shares; 2025Q1: 17,941 shares; 2025Q2: 3,425 shares; 2025Q3: 5,031 shares; 2025Q4: not reported; 2026Q1: 4,899 shares 4,899 $915K 0.02% 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; 2024Q2: restricted; 2024Q3: 7,997 shares; 2024Q4: 7,997 shares; 2025Q1: 7,997 shares; 2025Q2: 7,997 shares; 2025Q3: 7,997 shares; 2025Q4: 2,467 shares; 2026Q1: 2,467 shares 2,467 $906K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,900 shares; 2024Q4: 9,289 shares; 2025Q1: 9,305 shares; 2025Q2: 9,220 shares; 2025Q3: 9,208 shares; 2025Q4: 11,242 shares; 2026Q1: 11,354 shares 11,354 $890K 0.02% +112 Timeline USIG 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: 650,107 shares; 2024Q4: 651,160 shares; 2025Q1: 738,321 shares; 2025Q2: 755,652 shares; 2025Q3: 838,614 shares; 2025Q4: 811,715 shares; 2026Q1: 17,308 shares 17,308 $887K 0.02% -794,407 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: not reported; 2024Q4: 1,511 shares; 2025Q1: 1,511 shares; 2025Q2: 4,090 shares; 2025Q3: 4,136 shares; 2025Q4: 4,121 shares; 2026Q1: 4,193 shares 4,193 $885K 0.02% +72 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,364 shares; 2024Q4: 3,364 shares; 2025Q1: 3,147 shares; 2025Q2: 3,152 shares; 2025Q3: 3,148 shares; 2025Q4: 2,249 shares; 2026Q1: 3,821 shares 3,821 $878K 0.02% +1,572 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,205 shares 1,205 $877K 0.02% +5 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 14,363 shares; 2025Q3: 14,490 shares; 2025Q4: 14,406 shares; 2026Q1: 14,912 shares 14,912 $868K 0.02% +506 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,815 shares; 2024Q4: 17,897 shares; 2025Q1: 16,475 shares; 2025Q2: 17,401 shares; 2025Q3: 15,276 shares; 2025Q4: 16,017 shares; 2026Q1: 19,827 shares 19,827 $866K 0.02% +3,810 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,735 shares; 2025Q3: 4,822 shares; 2025Q4: 4,797 shares; 2026Q1: 4,444 shares 4,444 $852K 0.02% -353 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 2,179 shares; 2026Q1: 2,127 shares 2,127 $833K 0.02% -52 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 31,639 shares; 2025Q3: 34,296 shares; 2025Q4: 30,871 shares; 2026Q1: 35,167 shares 35,167 $831K 0.02% +4,296 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,545 shares; 2024Q4: 827 shares; 2025Q1: not reported; 2025Q2: 2,169 shares; 2025Q3: 2,160 shares; 2025Q4: 2,166 shares; 2026Q1: 2,410 shares 2,410 $827K 0.02% +244 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,505 shares; 2024Q4: 4,505 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 8,415 shares; 2026Q1: 8,415 shares 8,415 $824K 0.02% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,930 shares; 2024Q4: 99,533 shares; 2025Q1: 102,621 shares; 2025Q2: 92,248 shares; 2025Q3: 94,765 shares; 2025Q4: 84,065 shares; 2026Q1: 47,514 shares 47,514 $819K 0.02% -36,551 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,210 shares; 2025Q3: 7,984 shares; 2025Q4: 6,734 shares; 2026Q1: 4,971 shares 4,971 $816K 0.02% -1,763 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,752 shares; 2024Q4: 6,957 shares; 2025Q1: 7,290 shares; 2025Q2: 7,277 shares; 2025Q3: 7,352 shares; 2025Q4: 4,011 shares; 2026Q1: 5,365 shares 5,365 $812K 0.02% +1,354 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL 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: 17,936 shares; 2025Q4: 13,098 shares; 2026Q1: 17,216 shares 17,216 $798K 0.02% +4,118 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN 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: 12,082 shares; 2026Q1: 17,186 shares 17,186 $798K 0.02% +5,104 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES 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: 1,892 shares; 2025Q4: 1,891 shares; 2026Q1: 1,891 shares 1,891 $788K 0.02% 0 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $777K 0.02% 0 Timeline EFG 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: 6,622 shares; 2025Q3: 6,758 shares; 2025Q4: 6,719 shares; 2026Q1: 6,931 shares 6,931 $772K 0.02% +212 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,266 shares; 2024Q4: 15,269 shares; 2025Q1: 14,596 shares; 2025Q2: 14,563 shares; 2025Q3: 15,278 shares; 2025Q4: 11,276 shares; 2026Q1: 10,806 shares 10,806 $764K 0.02% -470 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,850 shares; 2025Q4: 1,836 shares; 2026Q1: 4,771 shares 4,771 $762K 0.02% +2,935 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO 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: 9,922 shares; 2025Q3: 10,296 shares; 2025Q4: 11,207 shares; 2026Q1: 10,419 shares 10,419 $735K 0.02% -788 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 732,086 shares; 2025Q4: 644,407 shares; 2026Q1: 14,675 shares 14,675 $734K 0.02% -629,732 Timeline STEL STELLAR BANCORP INC More: the full row for STELLAR BANCORP 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: 19,763 shares; 2026Q1: 19,763 shares 19,763 $724K 0.02% 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: 13,661 shares; 2024Q4: 11,655 shares; 2025Q1: 15,420 shares; 2025Q2: 21,662 shares; 2025Q3: 23,228 shares; 2025Q4: 34,240 shares; 2026Q1: 6,871 shares 6,871 $705K 0.02% -27,369 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE 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: 3,913 shares 3,913 $703K 0.02% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 3,867 shares 3,867 $696K 0.02% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,976 shares; 2024Q4: 15,177 shares; 2025Q1: 19,006 shares; 2025Q2: 18,278 shares; 2025Q3: 18,405 shares; 2025Q4: 18,564 shares; 2026Q1: 4,040 shares 4,040 $692K 0.02% -14,524 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,980 shares; 2024Q4: 1,699 shares; 2025Q1: 2,275 shares; 2025Q2: 2,165 shares; 2025Q3: 1,653 shares; 2025Q4: 1,244 shares; 2026Q1: 1,224 shares 1,224 $689K 0.02% -20 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS 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: 162 shares; 2025Q4: 96 shares; 2026Q1: 163 shares 163 $686K 0.02% +67 Timeline CAI CARIS LIFE SCIENCES INC More: the full row for CARIS LIFE SCIENCES 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: 12,433 shares; 2025Q4: 12,433 shares; 2026Q1: 38,367 shares 38,367 $686K 0.02% +25,934 Timeline FSCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: 22,675 shares 22,675 $673K 0.02% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,800 shares; 2025Q1: 4,900 shares; 2025Q2: 4,900 shares; 2025Q3: 4,800 shares; 2025Q4: 6,996 shares; 2026Q1: 5,052 shares 5,052 $671K 0.02% -1,944 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,785 shares; 2025Q4: 21,207 shares; 2026Q1: 21,148 shares 21,148 $670K 0.02% -59 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 5,145 shares; 2025Q1: 3,725 shares; 2025Q2: 4,007 shares; 2025Q3: 4,464 shares; 2025Q4: 4,468 shares; 2026Q1: 4,579 shares 4,579 $662K 0.02% +111 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 12,209 shares 12,209 $652K 0.02% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,010 shares; 2026Q1: 25,010 shares 25,010 $647K 0.02% 0 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,616 shares; 2025Q2: 4,647 shares; 2025Q3: 4,680 shares; 2025Q4: 4,587 shares; 2026Q1: 4,758 shares 4,758 $635K 0.02% +171 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,764 shares; 2026Q1: 2,183 shares 2,183 $616K 0.02% +419 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: 5,163 shares; 2024Q4: 5,253 shares; 2025Q1: 5,109 shares; 2025Q2: 4,071 shares; 2025Q3: 4,071 shares; 2025Q4: 3,983 shares; 2026Q1: 5,518 shares 5,518 $612K 0.02% +1,535 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; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 3,224 shares; 2025Q1: 3,643 shares; 2025Q2: 2,956 shares; 2025Q3: 2,454 shares; 2025Q4: 2,925 shares; 2026Q1: 2,474 shares 2,474 $604K 0.02% -451 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE 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: 6,325 shares; 2026Q1: 9,224 shares 9,224 $600K 0.02% +2,899 Timeline ACWI 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: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,102 shares; 2025Q2: 4,176 shares; 2025Q3: 4,264 shares; 2025Q4: 4,381 shares; 2026Q1: 4,323 shares 4,323 $598K 0.02% -58 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 26,772 shares; 2025Q1: 20,114 shares; 2025Q2: 16,370 shares; 2025Q3: 24,800 shares; 2025Q4: 28,254 shares; 2026Q1: 28,449 shares 28,449 $589K 0.02% +195 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,865 shares 14,865 $586K 0.02% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,887 shares; 2024Q4: 55,107 shares; 2025Q1: 13,027 shares; 2025Q2: 13,064 shares; 2025Q3: 13,709 shares; 2025Q4: 6,859 shares; 2026Q1: 7,637 shares 7,637 $575K 0.01% +778 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,650 shares; 2024Q4: 23,525 shares; 2025Q1: 21,825 shares; 2025Q2: 20,825 shares; 2025Q3: 19,425 shares; 2025Q4: 21,425 shares; 2026Q1: 22,925 shares 22,925 $573K 0.01% +1,500 Timeline EQT EQT CORP More: the full row for EQT 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: 6,267 shares; 2025Q4: 4,184 shares; 2026Q1: 8,885 shares 8,885 $565K 0.01% +4,701 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,117 shares; 2025Q3: 2,116 shares; 2025Q4: 2,164 shares; 2026Q1: 2,587 shares 2,587 $560K 0.01% +423 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,539 shares; 2025Q2: 2,721 shares; 2025Q3: 56,390 shares; 2025Q4: 31,593 shares; 2026Q1: 3,999 shares 3,999 $549K 0.01% -27,594 Timeline TLT 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: 14,405 shares; 2024Q4: 2,457 shares; 2025Q1: 34,040 shares; 2025Q2: 52,349 shares; 2025Q3: 80,862 shares; 2025Q4: 99,530 shares; 2026Q1: 6,318 shares 6,318 $548K 0.01% -93,212 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares; 2026Q1: 4,924 shares 4,924 $541K 0.01% +1,400 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 254 shares; 2025Q2: 5,757 shares; 2025Q3: 5,796 shares; 2025Q4: 5,900 shares; 2026Q1: 5,824 shares 5,824 $538K 0.01% -76 Timeline OCTM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,533 shares; 2026Q1: 16,407 shares 16,407 $534K 0.01% -126 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN 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: 24,156 shares 24,156 $530K 0.01% new Timeline GLW CORNING INC More: the full row for CORNING 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: 3,851 shares 3,851 $524K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 931 shares; 2025Q4: 931 shares; 2026Q1: 1,621 shares 1,621 $516K 0.01% +690 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,637 shares; 2025Q1: 2,958 shares; 2025Q2: 2,329 shares; 2025Q3: 2,394 shares; 2025Q4: 2,358 shares; 2026Q1: 4,266 shares 4,266 $515K 0.01% +1,908 Timeline SPMD 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: 8,631 shares; 2024Q4: 8,631 shares; 2025Q1: 8,631 shares; 2025Q2: 8,631 shares; 2025Q3: 8,631 shares; 2025Q4: 8,632 shares; 2026Q1: 8,632 shares 8,632 $511K 0.01% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,150 shares; 2024Q4: 5,131 shares; 2025Q1: 5,500 shares; 2025Q2: 5,443 shares; 2025Q3: 5,409 shares; 2025Q4: 5,058 shares; 2026Q1: 5,230 shares 5,230 $510K 0.01% +172 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,510 shares; 2024Q4: 2,560 shares; 2025Q1: 2,213 shares; 2025Q2: 2,362 shares; 2025Q3: 2,650 shares; 2025Q4: 3,115 shares; 2026Q1: 3,115 shares 3,115 $504K 0.01% 0 Timeline DFUV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,705 shares; 2025Q4: 10,223 shares; 2026Q1: 10,223 shares 10,223 $495K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 943 shares; 2026Q1: 1,793 shares 1,793 $488K 0.01% +850 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,778 shares; 2024Q4: 17,803 shares; 2025Q1: 17,803 shares; 2025Q2: 17,802 shares; 2025Q3: 17,802 shares; 2025Q4: 24,778 shares; 2026Q1: 22,778 shares 22,778 $480K 0.01% -2,000 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; 2024Q2: restricted; 2024Q3: 30,332 shares; 2024Q4: 10,858 shares; 2025Q1: 7,142 shares; 2025Q2: 7,134 shares; 2025Q3: 7,534 shares; 2025Q4: 7,593 shares; 2026Q1: 1,400 shares 1,400 $479K 0.01% -6,193 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 32,250 shares; 2025Q3: 32,250 shares; 2025Q4: 32,250 shares; 2026Q1: 32,250 shares 32,250 $476K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,807 shares; 2024Q4: 1,940 shares; 2025Q1: 1,816 shares; 2025Q2: 1,791 shares; 2025Q3: 1,790 shares; 2025Q4: 1,790 shares; 2026Q1: 1,801 shares 1,801 $469K 0.01% +11 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: 1,407 shares; 2025Q1: 1,264 shares; 2025Q2: 1,276 shares; 2025Q3: 1,269 shares; 2025Q4: 1,264 shares; 2026Q1: 1,302 shares 1,302 $468K 0.01% +38 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,937 shares; 2024Q4: 15,302 shares; 2025Q1: 8,221 shares; 2025Q2: 8,822 shares; 2025Q3: 8,532 shares; 2025Q4: 8,450 shares; 2026Q1: 8,406 shares 8,406 $464K 0.01% -44 Timeline EMPB 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: 12,491 shares; 2025Q4: 14,091 shares; 2026Q1: 15,855 shares 15,855 $463K 0.01% +1,764 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,955 shares; 2024Q4: 21,418 shares; 2025Q1: 27,020 shares; 2025Q2: 27,020 shares; 2025Q3: 32,192 shares; 2025Q4: 47,698 shares; 2026Q1: 31,719 shares 31,719 $456K 0.01% -15,979 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,119 shares; 2024Q4: 4,119 shares; 2025Q1: 4,243 shares; 2025Q2: 4,243 shares; 2025Q3: 4,243 shares; 2025Q4: 4,119 shares; 2026Q1: 4,119 shares 4,119 $447K 0.01% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE 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: not reported; 2025Q4: 4,307 shares; 2026Q1: 4,453 shares 4,453 $446K 0.01% +146 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,546 shares; 2024Q4: 15,509 shares; 2025Q1: 17,128 shares; 2025Q2: 17,072 shares; 2025Q3: 17,046 shares; 2025Q4: 16,341 shares; 2026Q1: 17,135 shares 17,135 $444K 0.01% +794 Timeline IJH 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: 3,065 shares; 2025Q4: 3,500 shares; 2026Q1: 6,540 shares 6,540 $442K 0.01% +3,040 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,630 shares; 2024Q4: 11,834 shares; 2025Q1: 11,718 shares; 2025Q2: 13,188 shares; 2025Q3: 10,756 shares; 2025Q4: 11,750 shares; 2026Q1: 15,327 shares 15,327 $440K 0.01% +3,577 Timeline EFV 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: 5,488 shares; 2025Q3: 5,524 shares; 2025Q4: 5,910 shares; 2026Q1: 5,914 shares 5,914 $440K 0.01% +4 Timeline IYF 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: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares; 2026Q1: 3,651 shares 3,651 $430K 0.01% +1,824 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,574 shares; 2025Q1: 1,426 shares; 2025Q2: 1,366 shares; 2025Q3: 1,556 shares; 2025Q4: 2,253 shares; 2026Q1: 2,437 shares 2,437 $428K 0.01% +184 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 1,194 shares 1,194 $425K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO 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: 24,985 shares 24,985 $424K 0.01% new 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: 6,711 shares; 2024Q4: 6,711 shares; 2025Q1: 6,711 shares; 2025Q2: 6,711 shares; 2025Q3: 6,711 shares; 2025Q4: 7,719 shares; 2026Q1: 7,833 shares 7,833 $423K 0.01% +114 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS 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: 1,267 shares; 2026Q1: 1,992 shares 1,992 $422K 0.01% +725 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 656 shares; 2025Q1: 587 shares; 2025Q2: 551 shares; 2025Q3: 570 shares; 2025Q4: 594 shares; 2026Q1: 577 shares 577 $420K 0.01% -17 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: 17,349 shares; 2024Q4: 16,823 shares; 2025Q1: 15,973 shares; 2025Q2: 14,919 shares; 2025Q3: 16,019 shares; 2025Q4: 15,862 shares; 2026Q1: 14,612 shares 14,612 $420K 0.01% -1,250 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,770 shares; 2024Q4: 7,769 shares; 2025Q1: not reported; 2025Q2: 6,059 shares; 2025Q3: 8,238 shares; 2025Q4: 9,418 shares; 2026Q1: 11,309 shares 11,309 $419K 0.01% +1,891 Timeline FEBM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,748 shares; 2025Q4: 13,888 shares; 2026Q1: 13,784 shares 13,784 $418K 0.01% -104 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 745 shares; 2026Q1: 760 shares 760 $417K 0.01% +15 Timeline EZU 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: 4,918 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 6,646 shares 6,646 $416K 0.01% +3,386 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,204 shares; 2025Q1: 2,705 shares; 2025Q2: 2,367 shares; 2025Q3: 4,255 shares; 2025Q4: 3,846 shares; 2026Q1: 3,810 shares 3,810 $416K 0.01% -36 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,721 shares; 2024Q4: 27,047 shares; 2025Q1: 9,317 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,718 shares; 2026Q1: 5,000 shares 5,000 $414K 0.01% -718 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN 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: 2,948 shares; 2025Q4: 3,548 shares; 2026Q1: 2,623 shares 2,623 $413K 0.01% -925 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: 4,584 shares; 2024Q4: 4,584 shares; 2025Q1: 4,584 shares; 2025Q2: 4,584 shares; 2025Q3: 5,730 shares; 2025Q4: 5,730 shares; 2026Q1: 6,429 shares 6,429 $399K 0.01% +699 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; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 4,492 shares; 2025Q1: 4,505 shares; 2025Q2: 5,806 shares; 2025Q3: 9,160 shares; 2025Q4: 13,530 shares; 2026Q1: 8,069 shares 8,069 $398K 0.01% -5,461 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 578,906 shares; 2024Q4: 605,527 shares; 2025Q1: 897,226 shares; 2025Q2: 961,561 shares; 2025Q3: 1,082,531 shares; 2025Q4: 1,119,972 shares; 2026Q1: 15,535 shares 15,535 $398K 0.01% -1,104,437 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,470 shares; 2025Q1: 1,470 shares; 2025Q2: 2,286 shares; 2025Q3: 1,472 shares; 2025Q4: 680 shares; 2026Q1: 1,196 shares 1,196 $390K 0.01% +516 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,308 shares; 2024Q4: 14,652 shares; 2025Q1: 14,804 shares; 2025Q2: 17,009 shares; 2025Q3: 15,939 shares; 2025Q4: 17,451 shares; 2026Q1: 17,838 shares 17,838 $387K 0.01% +387 Timeline KINS KINGSTONE COS INC More: the full row for KINGSTONE COS 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: 26,513 shares 26,513 $386K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,574 shares; 2024Q4: 1,765 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,288 shares; 2025Q4: 4,915 shares; 2026Q1: 3,338 shares 3,338 $384K 0.01% -1,577 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,263 shares; 2025Q1: 18,902 shares; 2025Q2: 24,822 shares; 2025Q3: 1,722 shares; 2025Q4: 1,600 shares; 2026Q1: 2,544 shares 2,544 $384K 0.01% +944 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,690 shares; 2024Q4: 6,690 shares; 2025Q1: 6,600 shares; 2025Q2: 6,637 shares; 2025Q3: 6,637 shares; 2025Q4: 6,636 shares; 2026Q1: 6,705 shares 6,705 $378K 0.01% +69 Timeline DECM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,483 shares; 2026Q1: 11,423 shares 11,423 $373K 0.01% -60 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS 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: 2,136 shares 2,136 $370K 0.01% new Timeline SPYV 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: 4,386 shares; 2025Q3: 4,517 shares; 2025Q4: 6,477 shares; 2026Q1: 6,494 shares 6,494 $367K 0.01% +17 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 586 shares; 2025Q4: 361 shares; 2026Q1: 424 shares 424 $367K 0.01% +63 Timeline GOVT 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: 22,530 shares; 2024Q4: 20,921 shares; 2025Q1: 21,378 shares; 2025Q2: 21,272 shares; 2025Q3: 19,632 shares; 2025Q4: 19,544 shares; 2026Q1: 15,951 shares 15,951 $365K 0.01% -3,593 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,096 shares 9,096 $362K 0.01% new Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES 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: 11,284 shares; 2025Q4: not reported; 2026Q1: 11,284 shares 11,284 $357K 0.01% new Timeline AUGM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,363 shares; 2025Q4: 10,323 shares; 2026Q1: 10,280 shares 10,280 $348K 0.01% -43 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,332 shares; 2024Q4: 6,332 shares; 2025Q1: 5,612 shares; 2025Q2: 5,291 shares; 2025Q3: 5,467 shares; 2025Q4: 5,337 shares; 2026Q1: 7,287 shares 7,287 $345K 0.01% +1,950 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,132 shares; 2024Q4: 937 shares; 2025Q1: 974 shares; 2025Q2: 923 shares; 2025Q3: 310 shares; 2025Q4: 296 shares; 2026Q1: 298 shares 298 $345K 0.01% +2 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,333 shares; 2025Q4: 8,432 shares; 2026Q1: 8,432 shares 8,432 $344K 0.01% 0 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN 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: 4,000 shares 4,000 $343K 0.01% new Timeline AAXJ 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: 2,622 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,622 shares; 2025Q3: 3,368 shares; 2025Q4: 3,368 shares; 2026Q1: 3,532 shares 3,532 $340K 0.01% +164 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,262 shares; 2025Q4: 5,372 shares; 2026Q1: 5,133 shares 5,133 $339K 0.01% -239 Timeline PCG PG&E CORP More: the full row for PG&E 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: 19,027 shares 19,027 $334K 0.01% new Timeline XLG 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: 5,954 shares; 2024Q4: 5,954 shares; 2025Q1: 5,954 shares; 2025Q2: 5,954 shares; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares; 2026Q1: 6,101 shares 6,101 $333K 0.01% +147 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; 2024Q2: restricted; 2024Q3: 4,370 shares; 2024Q4: 4,776 shares; 2025Q1: 4,876 shares; 2025Q2: 3,073 shares; 2025Q3: 2,973 shares; 2025Q4: 2,983 shares; 2026Q1: 3,266 shares 3,266 $323K 0.01% +283 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: 8,360 shares; 2024Q4: 6,035 shares; 2025Q1: 6,049 shares; 2025Q2: 6,049 shares; 2025Q3: 6,124 shares; 2025Q4: 6,124 shares; 2026Q1: 6,124 shares 6,124 $323K 0.01% 0 Timeline JMBS 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: 6,898 shares; 2024Q4: 6,898 shares; 2025Q1: 6,898 shares; 2025Q2: 6,898 shares; 2025Q3: 7,158 shares; 2025Q4: 7,143 shares; 2026Q1: 7,129 shares 7,129 $322K 0.01% -14 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES 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: 761 shares; 2026Q1: 1,010 shares 1,010 $321K 0.01% +249 Timeline FXH 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; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,468 shares; 2025Q1: 2,918 shares; 2025Q2: 2,917 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares; 2026Q1: 2,918 shares 2,918 $320K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,850 shares; 2024Q4: 1,850 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,885 shares; 2026Q1: 2,805 shares 2,805 $320K 0.01% +920 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 937 shares; 2025Q1: 995 shares; 2025Q2: 999 shares; 2025Q3: 1,366 shares; 2025Q4: 902 shares; 2026Q1: 1,605 shares 1,605 $318K 0.01% +703 Timeline TXS TEXAS CAPITAL FUNDS TRUST More: the full row for TEXAS CAPITAL FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,450 shares; 2024Q4: 8,450 shares; 2025Q1: 8,450 shares; 2025Q2: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares 8,450 $317K 0.01% 0 Timeline EMB 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: 2,500 shares; 2025Q3: 2,490 shares; 2025Q4: 2,858 shares; 2026Q1: 3,335 shares 3,335 $313K 0.01% +477 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: not reported; 2025Q4: not reported; 2026Q1: 4,512 shares 4,512 $312K 0.01% new Timeline IGSB 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: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,355 shares; 2025Q3: 5,355 shares; 2025Q4: 5,729 shares; 2026Q1: 5,729 shares 5,729 $301K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 565 shares; 2025Q2: 498 shares; 2025Q3: 699 shares; 2025Q4: 736 shares; 2026Q1: 871 shares 871 $298K 0.01% +135 Timeline EWU 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: 6,486 shares 6,486 $296K 0.01% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,723 shares; 2024Q4: 19,482 shares; 2025Q1: 21,671 shares; 2025Q2: 21,714 shares; 2025Q3: 21,587 shares; 2025Q4: 20,460 shares; 2026Q1: 21,842 shares 21,842 $295K 0.01% +1,382 Timeline WBI WATERBRIDGE INFRASTRUCTURE L More: the full row for WATERBRIDGE INFRASTRUCTURE L 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: 10,861 shares; 2025Q4: 10,861 shares; 2026Q1: 10,861 shares 10,861 $291K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS 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: 3,813 shares 3,813 $290K 0.01% new Timeline EMXC 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: not reported; 2025Q2: 3,595 shares; 2025Q3: 3,657 shares; 2025Q4: 3,637 shares; 2026Q1: 3,648 shares 3,648 $287K 0.01% +11 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA 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: 1,976 shares; 2025Q4: 2,291 shares; 2026Q1: 2,709 shares 2,709 $287K 0.01% +418 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 3,899 shares 3,899 $285K 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,439 shares; 2025Q1: 16,827 shares; 2025Q2: 16,956 shares; 2025Q3: 12,288 shares; 2025Q4: 10,448 shares; 2026Q1: 11,003 shares 11,003 $285K 0.01% +555 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 3,983 shares; 2025Q1: 3,523 shares; 2025Q2: 3,285 shares; 2025Q3: 3,382 shares; 2025Q4: 3,382 shares; 2026Q1: 3,534 shares 3,534 $284K 0.01% +152 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 7,192 shares; 2026Q1: 7,019 shares 7,019 $284K 0.01% -173 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,500 shares; 2026Q1: 15,727 shares 15,727 $283K 0.01% -20,773 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 3,143 shares; 2026Q1: 3,568 shares 3,568 $282K 0.01% +425 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,283 shares; 2025Q4: not reported; 2026Q1: 2,371 shares 2,371 $282K 0.01% new Timeline FLAX 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: not reported; 2025Q4: not reported; 2026Q1: 9,185 shares 9,185 $281K 0.01% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,557 shares; 2024Q4: 5,807 shares; 2025Q1: 6,132 shares; 2025Q2: 6,132 shares; 2025Q3: 7,891 shares; 2025Q4: 5,541 shares; 2026Q1: 6,195 shares 6,195 $280K 0.01% +654 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP 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: 3,717 shares 3,717 $280K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS 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: 1,266 shares 1,266 $277K 0.01% new Timeline LENS 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: 6,040 shares 6,040 $277K 0.01% new Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 11,982 shares; 2026Q1: 22,332 shares 22,332 $277K 0.01% +10,350 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL 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: 30,000 shares 30,000 $274K 0.01% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 850 shares; 2025Q1: 794 shares; 2025Q2: 735 shares; 2025Q3: 779 shares; 2025Q4: 758 shares; 2026Q1: 786 shares 786 $269K 0.01% +28 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,216 shares; 2024Q4: 13,074 shares; 2025Q1: 13,949 shares; 2025Q2: 13,820 shares; 2025Q3: 14,162 shares; 2025Q4: 14,052 shares; 2026Q1: 9,348 shares 9,348 $268K 0.01% -4,704 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,216 shares; 2025Q4: 1,249 shares; 2026Q1: 904 shares 904 $265K 0.01% -345 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,534 shares; 2024Q4: 3,534 shares; 2025Q1: 3,491 shares; 2025Q2: 3,476 shares; 2025Q3: 3,408 shares; 2025Q4: 3,408 shares; 2026Q1: 3,423 shares 3,423 $264K 0.01% +15 Timeline SHYG 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: 6,792 shares; 2025Q3: 5,063 shares; 2025Q4: 6,233 shares; 2026Q1: 6,233 shares 6,233 $264K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 593 shares 593 $264K 0.01% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,921 shares 1,921 $263K 0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314 shares; 2024Q4: 350 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338 shares 338 $261K 0.01% new Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,132 shares; 2025Q1: 1,132 shares; 2025Q2: 1,132 shares; 2025Q3: 1,132 shares; 2025Q4: 1,132 shares; 2026Q1: 1,132 shares 1,132 $259K 0.01% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,658 shares; 2025Q2: 20,779 shares; 2025Q3: 24,269 shares; 2025Q4: 24,142 shares; 2026Q1: 35,454 shares 35,454 $259K 0.01% +11,312 Timeline OSW ONESPAWORLD HOLDINGS LIMITED More: the full row for ONESPAWORLD HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,647 shares; 2024Q4: 10,612 shares; 2025Q1: 10,612 shares; 2025Q2: 10,612 shares; 2025Q3: 10,612 shares; 2025Q4: 10,612 shares; 2026Q1: 11,291 shares 11,291 $259K 0.01% +679 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV 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: 22,552 shares 22,552 $258K 0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares 1,234 $257K 0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,060 shares; 2024Q4: 8,028 shares; 2025Q1: 7,401 shares; 2025Q2: 7,124 shares; 2025Q3: 7,165 shares; 2025Q4: 7,496 shares; 2026Q1: 7,458 shares 7,458 $254K 0.01% -38 Timeline IOO 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: 1,932 shares; 2025Q3: 2,093 shares; 2025Q4: 2,094 shares; 2026Q1: 2,094 shares 2,094 $253K 0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,105 shares; 2026Q1: 5,105 shares 5,105 $252K 0.01% 0 Timeline PFF 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: 7,717 shares; 2025Q2: 9,629 shares; 2025Q3: 9,154 shares; 2025Q4: 8,305 shares; 2026Q1: 8,305 shares 8,305 $252K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY 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: 2,372 shares; 2026Q1: 2,017 shares 2,017 $252K 0.01% -355 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC 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: 3,775 shares 3,775 $250K 0.01% new Timeline FXL 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; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 1,554 shares; 2025Q1: 1,554 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,554 shares 1,554 $247K 0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR 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: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: not reported; 2026Q1: 5,287 shares 5,287 $247K 0.01% new Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,149 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,186 shares 1,186 $245K 0.01% -159 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP 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: 2,423 shares 2,423 $242K 0.01% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,295 shares; 2025Q3: 8,566 shares; 2025Q4: 8,605 shares; 2026Q1: 8,640 shares 8,640 $241K 0.01% +35 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 908 shares; 2025Q4: 1,686 shares; 2026Q1: 2,185 shares 2,185 $238K 0.01% +499 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 2,790 shares; 2025Q4: not reported; 2026Q1: 3,998 shares 3,998 $236K 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION 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: 21,336 shares; 2026Q1: 21,336 shares 21,336 $236K 0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,227 shares; 2025Q4: 3,631 shares; 2026Q1: 2,268 shares 2,268 $235K 0.01% -1,363 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 475 shares 475 $235K 0.01% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 751 shares 751 $234K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,185 shares; 2025Q1: 6,182 shares; 2025Q2: 6,155 shares; 2025Q3: 6,155 shares; 2025Q4: 6,155 shares; 2026Q1: 3,700 shares 3,700 $232K 0.01% -2,455 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO 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: 3,669 shares 3,669 $232K 0.01% new Timeline IWY 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: 1,419 shares; 2025Q1: 1,013 shares; 2025Q2: 1,013 shares; 2025Q3: 1,013 shares; 2025Q4: 1,013 shares; 2026Q1: 931 shares 931 $232K 0.01% -82 Timeline JANM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,495 shares; 2025Q4: 7,043 shares; 2026Q1: 6,986 shares 6,986 $229K 0.01% -57 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 1,900 shares; 2026Q1: 2,542 shares 2,542 $228K 0.01% +642 Timeline DFAT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,640 shares; 2026Q1: 3,640 shares 3,640 $227K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 322 shares 322 $226K 0.01% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,935 shares; 2025Q2: not reported; 2025Q3: 4,935 shares; 2025Q4: 4,935 shares; 2026Q1: 4,935 shares 4,935 $225K 0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 2,160 shares; 2026Q1: 2,247 shares 2,247 $219K 0.01% +87 Timeline SLI STANDARD LITHIUM CORP More: the full row for STANDARD LITHIUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 66,667 shares; 2025Q2: 66,667 shares; 2025Q3: 66,667 shares; 2025Q4: 66,667 shares; 2026Q1: 64,048 shares 64,048 $218K 0.01% -2,619 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 3,186 shares 3,186 $217K 0.01% new Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS 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: 7,792 shares 7,792 $216K 0.01% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,600 shares; 2026Q1: 3,150 shares 3,150 $215K 0.01% -1,450 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,095 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,878 shares; 2025Q3: 5,928 shares; 2025Q4: 6,217 shares; 2026Q1: 6,017 shares 6,017 $213K 0.01% -200 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $212K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 1,850 shares; 2025Q1: 1,856 shares; 2025Q2: 2,051 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,330 shares 1,330 $211K 0.01% new Timeline USSG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,289 shares; 2025Q4: 3,404 shares; 2026Q1: 3,517 shares 3,517 $210K 0.01% +113 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: 437 shares 437 $210K 0.01% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS 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: 1,585 shares; 2026Q1: 1,585 shares 1,585 $210K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 846 shares 846 $209K 0.01% new Timeline EWC 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,776 shares 3,776 $207K 0.01% new Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 3,063 shares; 2026Q1: 2,226 shares 2,226 $206K 0.01% -837 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: 4,672 shares; 2024Q4: 4,807 shares; 2025Q1: 4,652 shares; 2025Q2: 4,151 shares; 2025Q3: 3,817 shares; 2025Q4: 1,740 shares; 2026Q1: 1,570 shares 1,570 $206K 0.01% -170 Timeline XLP 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: 2,954 shares; 2024Q4: 2,939 shares; 2025Q1: 2,908 shares; 2025Q2: 2,568 shares; 2025Q3: 2,569 shares; 2025Q4: not reported; 2026Q1: 2,479 shares 2,479 $203K 0.01% new Timeline XAR 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: 800 shares 800 $203K 0.01% new Timeline ITT ITT INC More: the full row for ITT 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: 1,063 shares 1,063 $203K 0.01% new Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,450 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,540 shares; 2026Q1: 8,540 shares 8,540 $202K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,234 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,111 shares 3,111 $201K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 1,825 shares 1,825 $201K 0.01% new Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO 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: 16,952 shares; 2026Q1: 16,952 shares 16,952 $191K <0.01% 0 Timeline TWFG TWFG INC More: the full row for TWFG 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: 10,000 shares 10,000 $184K <0.01% new Timeline