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: not loaded; 2024Q4: 56,715 shares; 2025Q1: 59,423 shares; 2025Q2: 39,522 shares; 2025Q3: 76,787 shares; 2025Q4: 51,331 shares; 2026Q1: 52,768 shares 52,768 $13.4M 6.78% +1,437 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: not loaded; 2024Q4: 77,012 shares; 2025Q1: 86,123 shares; 2025Q2: 76,263 shares; 2025Q3: 89,820 shares; 2025Q4: 57,634 shares; 2026Q1: 60,875 shares 60,875 $10.6M 5.37% +3,241 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: not loaded; 2024Q4: 14,527 shares; 2025Q1: 15,812 shares; 2025Q2: 14,293 shares; 2025Q3: 16,320 shares; 2025Q4: 8,532 shares; 2026Q1: 8,945 shares 8,945 $5.35M 2.71% +413 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: not loaded; 2024Q4: 8,407 shares; 2025Q1: 8,487 shares; 2025Q2: 7,774 shares; 2025Q3: 18,235 shares; 2025Q4: 12,626 shares; 2026Q1: 13,682 shares 13,682 $3.92M 1.99% +1,056 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: not loaded; 2024Q4: 16,087 shares; 2025Q1: 18,113 shares; 2025Q2: 10,778 shares; 2025Q3: 23,662 shares; 2025Q4: 16,865 shares; 2026Q1: 18,185 shares 18,185 $3.79M 1.92% +1,320 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,511 shares; 2025Q1: 15,216 shares; 2025Q2: 11,924 shares; 2025Q3: 12,524 shares; 2025Q4: 8,101 shares; 2026Q1: 9,529 shares 9,529 $3.53M 1.79% +1,428 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,504 shares; 2025Q1: 22,363 shares; 2025Q2: 20,991 shares; 2025Q3: 49,104 shares; 2025Q4: 27,384 shares; 2026Q1: 32,929 shares 32,929 $3.49M 1.77% +5,545 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: not loaded; 2024Q4: 2,805 shares; 2025Q1: 2,825 shares; 2025Q2: 2,640 shares; 2025Q3: 6,175 shares; 2025Q4: 3,583 shares; 2026Q1: 3,349 shares 3,349 $3.34M 1.69% -234 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: not loaded; 2024Q4: 10,937 shares; 2025Q1: 18,907 shares; 2025Q2: 9,393 shares; 2025Q3: 14,293 shares; 2025Q4: 15,286 shares; 2026Q1: 14,582 shares 14,582 $3.02M 1.53% -704 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: not loaded; 2024Q4: 5,235 shares; 2025Q1: 6,181 shares; 2025Q2: 5,608 shares; 2025Q3: 6,520 shares; 2025Q4: 4,684 shares; 2026Q1: 5,153 shares 5,153 $2.97M 1.51% +469 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: not loaded; 2024Q4: 3,659 shares; 2025Q1: 4,373 shares; 2025Q2: 4,423 shares; 2025Q3: 5,944 shares; 2025Q4: 3,490 shares; 2026Q1: 4,551 shares 4,551 $2.96M 1.5% +1,061 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: not loaded; 2024Q4: 11,127 shares; 2025Q1: 13,799 shares; 2025Q2: 11,431 shares; 2025Q3: 21,631 shares; 2025Q4: 16,064 shares; 2026Q1: 19,507 shares 19,507 $2.82M 1.43% +3,443 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: not loaded; 2024Q4: 11,068 shares; 2025Q1: 10,900 shares; 2025Q2: 11,095 shares; 2025Q3: 22,235 shares; 2025Q4: 11,026 shares; 2026Q1: 11,027 shares 11,027 $2.68M 1.35% +1 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: not loaded; 2024Q4: 16,388 shares; 2025Q1: 19,424 shares; 2025Q2: 5,526 shares; 2025Q3: 18,589 shares; 2025Q4: 8,601 shares; 2026Q1: 8,556 shares 8,556 $2.65M 1.34% -45 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: not loaded; 2024Q4: 8,945 shares; 2025Q1: 14,972 shares; 2025Q2: 6,865 shares; 2025Q3: 14,089 shares; 2025Q4: 15,802 shares; 2026Q1: 15,599 shares 15,599 $2.65M 1.34% -203 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: not loaded; 2024Q4: 14,089 shares; 2025Q1: 11,230 shares; 2025Q2: 8,138 shares; 2025Q3: 17,331 shares; 2025Q4: 9,446 shares; 2026Q1: 9,040 shares 9,040 $2.6M 1.32% -406 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: not loaded; 2024Q4: 963 shares; 2025Q1: 7,845 shares; 2025Q2: 395 shares; 2025Q3: 1,847 shares; 2025Q4: 7,299 shares; 2026Q1: 7,345 shares 7,345 $2.58M 1.31% +46 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: not loaded; 2024Q4: 2,553 shares; 2025Q1: 3,281 shares; 2025Q2: 3,088 shares; 2025Q3: 4,307 shares; 2025Q4: 3,579 shares; 2026Q1: 3,748 shares 3,748 $2.14M 1.09% +169 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: not loaded; 2024Q4: 4,308 shares; 2025Q1: 6,552 shares; 2025Q2: 5,667 shares; 2025Q3: 8,402 shares; 2025Q4: 4,372 shares; 2026Q1: 4,413 shares 4,413 $2.11M 1.07% +41 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: not loaded; 2024Q4: 5,050 shares; 2025Q1: 21,393 shares; 2025Q2: 2,243 shares; 2025Q3: 4,382 shares; 2025Q4: 26,823 shares; 2026Q1: 26,656 shares 26,656 $2.03M 1.03% -167 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,017 shares; 2025Q1: 4,072 shares; 2025Q2: 2,506 shares; 2025Q3: 3,842 shares; 2025Q4: 4,988 shares; 2026Q1: 4,368 shares 4,368 $1.62M 0.82% -620 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: not loaded; 2024Q4: 1,926 shares; 2025Q1: 3,885 shares; 2025Q2: 1,030 shares; 2025Q3: 1,846 shares; 2025Q4: 6,769 shares; 2026Q1: 7,502 shares 7,502 $1.53M 0.77% +733 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: not loaded; 2024Q4: 743 shares; 2025Q1: 807 shares; 2025Q2: 801 shares; 2025Q3: 1,980 shares; 2025Q4: 10,765 shares; 2026Q1: 13,960 shares 13,960 $1.34M 0.68% +3,195 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 79,908 shares; 2025Q1: 33,449 shares; 2025Q2: 528 shares; 2025Q3: 21,992 shares; 2025Q4: 30,017 shares; 2026Q1: 39,697 shares 39,697 $1.34M 0.68% +9,680 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: not loaded; 2024Q4: 3,443 shares; 2025Q1: 4,432 shares; 2025Q2: 1,606 shares; 2025Q3: 2,362 shares; 2025Q4: 1,544 shares; 2026Q1: 1,878 shares 1,878 $1.33M 0.67% +334 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 loaded; 2024Q4: 36,710 shares; 2025Q1: 28,670 shares; 2025Q2: 28,712 shares; 2025Q3: 57,338 shares; 2025Q4: 28,669 shares; 2026Q1: 28,669 shares 28,669 $1.33M 0.67% 0 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 loaded; 2024Q4: 5,775 shares; 2025Q1: 7,170 shares; 2025Q2: 46 shares; 2025Q3: 11,748 shares; 2025Q4: 7,382 shares; 2026Q1: 7,264 shares 7,264 $1.3M 0.66% -118 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: not loaded; 2024Q4: 4,959 shares; 2025Q1: 5,613 shares; 2025Q2: 5,698 shares; 2025Q3: 10,674 shares; 2025Q4: 5,345 shares; 2026Q1: 4,860 shares 4,860 $1.25M 0.63% -485 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,605 shares; 2025Q1: 25,187 shares; 2025Q2: 26,790 shares; 2025Q3: 7,396 shares; 2025Q4: 39,065 shares; 2026Q1: 47,530 shares 47,530 $1.25M 0.63% +8,465 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,233 shares; 2025Q1: 47,403 shares; 2025Q2: 76,851 shares; 2025Q3: 26,137 shares; 2025Q4: 16,420 shares; 2026Q1: 38,975 shares 38,975 $1.2M 0.61% +22,555 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 loaded; 2024Q4: 323 shares; 2025Q1: 484 shares; 2025Q2: 523 shares; 2025Q3: 1,036 shares; 2025Q4: 1,331 shares; 2026Q1: 1,329 shares 1,329 $1.16M 0.59% -2 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: not loaded; 2024Q4: 600 shares; 2025Q1: 711 shares; 2025Q2: 781 shares; 2025Q3: 5,858 shares; 2025Q4: 3,598 shares; 2026Q1: 3,389 shares 3,389 $1.16M 0.59% -209 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,645 shares; 2025Q1: 17,590 shares; 2025Q2: 17,590 shares; 2025Q3: 35,180 shares; 2025Q4: 17,525 shares; 2026Q1: 17,525 shares 17,525 $1.14M 0.58% 0 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: not loaded; 2024Q4: 6,344 shares; 2025Q1: 6,184 shares; 2025Q2: 5,763 shares; 2025Q3: 3,533 shares; 2025Q4: 1,891 shares; 2026Q1: 1,746 shares 1,746 $1.14M 0.58% -145 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 loaded; 2024Q4: 45,057 shares; 2025Q1: 54,275 shares; 2025Q2: 31,940 shares; 2025Q3: 9,844 shares; 2025Q4: 33,307 shares; 2026Q1: 20,013 shares 20,013 $1.13M 0.57% -13,294 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: not loaded; 2024Q4: 999 shares; 2025Q1: 1,411 shares; 2025Q2: 1,742 shares; 2025Q3: 1,298 shares; 2025Q4: 3,967 shares; 2026Q1: 3,976 shares 3,976 $1.13M 0.57% +9 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: not loaded; 2024Q4: 16,100 shares; 2025Q1: 14,574 shares; 2025Q2: 5,084 shares; 2025Q3: 15,951 shares; 2025Q4: 18,254 shares; 2026Q1: 18,092 shares 18,092 $1.11M 0.56% -162 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: not loaded; 2024Q4: 6,055 shares; 2025Q1: 6,942 shares; 2025Q2: 3,693 shares; 2025Q3: 5,666 shares; 2025Q4: 7,834 shares; 2026Q1: 8,309 shares 8,309 $1.03M 0.52% +475 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,317 shares; 2025Q1: 3,317 shares; 2025Q2: not reported; 2025Q3: 6,654 shares; 2025Q4: 3,333 shares; 2026Q1: 3,340 shares 3,340 $1.01M 0.51% +7 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: not loaded; 2024Q4: 5,182 shares; 2025Q1: 5,238 shares; 2025Q2: 4,728 shares; 2025Q3: 4,934 shares; 2025Q4: 2,910 shares; 2026Q1: 3,066 shares 3,066 $983K 0.5% +156 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 loaded; 2024Q4: 8,251 shares; 2025Q1: 7,562 shares; 2025Q2: 7,541 shares; 2025Q3: 4,470 shares; 2025Q4: 11,501 shares; 2026Q1: 14,110 shares 14,110 $953K 0.48% +2,609 Timeline DVY 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 loaded; 2024Q4: 5,738 shares; 2025Q1: 5,311 shares; 2025Q2: 4,447 shares; 2025Q3: 11,428 shares; 2025Q4: 5,986 shares; 2026Q1: 6,203 shares 6,203 $939K 0.48% +217 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: not loaded; 2024Q4: 4,908 shares; 2025Q1: 7,499 shares; 2025Q2: 5,620 shares; 2025Q3: 6,306 shares; 2025Q4: 3,481 shares; 2026Q1: 3,186 shares 3,186 $937K 0.47% -295 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: not loaded; 2024Q4: 948 shares; 2025Q1: 1,565 shares; 2025Q2: 701 shares; 2025Q3: 2,864 shares; 2025Q4: 2,786 shares; 2026Q1: 3,837 shares 3,837 $930K 0.47% +1,051 Timeline FTHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 449 shares; 2026Q1: 38,896 shares 38,896 $893K 0.45% +38,447 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: not loaded; 2024Q4: 126 shares; 2025Q1: 126 shares; 2025Q2: 626 shares; 2025Q3: 1,526 shares; 2025Q4: 4,738 shares; 2026Q1: 8,858 shares 8,858 $892K 0.45% +4,120 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,593 shares; 2025Q1: 1,589 shares; 2025Q2: 1,407 shares; 2025Q3: not reported; 2025Q4: 7,656 shares; 2026Q1: 8,595 shares 8,595 $864K 0.44% +939 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 92,789 shares; 2025Q1: 40,795 shares; 2025Q2: 2,021 shares; 2025Q3: 36,255 shares; 2025Q4: 26,770 shares; 2026Q1: 29,145 shares 29,145 $849K 0.43% +2,375 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,191 shares; 2025Q1: 18,953 shares; 2025Q2: 8,557 shares; 2025Q3: 13,485 shares; 2025Q4: 9,010 shares; 2026Q1: 12,342 shares 12,342 $843K 0.43% +3,332 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: not loaded; 2024Q4: 3,056 shares; 2025Q1: 6,304 shares; 2025Q2: 6,053 shares; 2025Q3: 4,034 shares; 2025Q4: 3,996 shares; 2026Q1: 3,815 shares 3,815 $830K 0.42% -181 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,031 shares; 2025Q1: 20,113 shares; 2025Q2: not reported; 2025Q3: 27,211 shares; 2025Q4: 16,648 shares; 2026Q1: 17,560 shares 17,560 $826K 0.42% +912 Timeline OPPE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,307 shares 15,307 $822K 0.42% new 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: not loaded; 2024Q4: 1,801 shares; 2025Q1: 1,901 shares; 2025Q2: 1,799 shares; 2025Q3: 3,096 shares; 2025Q4: 3,533 shares; 2026Q1: 3,583 shares 3,583 $810K 0.41% +50 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: not loaded; 2024Q4: 2,005 shares; 2025Q1: 2,132 shares; 2025Q2: 1,977 shares; 2025Q3: 7,076 shares; 2025Q4: 3,610 shares; 2026Q1: 3,645 shares 3,645 $784K 0.4% +35 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: not loaded; 2024Q4: 36,254 shares; 2025Q1: 38,118 shares; 2025Q2: 12,414 shares; 2025Q3: 30,388 shares; 2025Q4: 26,738 shares; 2026Q1: 26,601 shares 26,601 $771K 0.39% -137 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: not loaded; 2024Q4: 14 shares; 2025Q1: 5,426 shares; 2025Q2: 5,412 shares; 2025Q3: 2,974 shares; 2025Q4: 1,680 shares; 2026Q1: 2,275 shares 2,275 $769K 0.39% +595 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,041 shares; 2025Q1: 10,041 shares; 2025Q2: 10,041 shares; 2025Q3: 20,158 shares; 2025Q4: 10,079 shares; 2026Q1: 10,094 shares 10,094 $730K 0.37% +15 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 loaded; 2024Q4: 5,463 shares; 2025Q1: 9,872 shares; 2025Q2: 1,131 shares; 2025Q3: 4,067 shares; 2025Q4: 10,238 shares; 2026Q1: 11,989 shares 11,989 $727K 0.37% +1,751 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: not loaded; 2024Q4: 14,278 shares; 2025Q1: 18,439 shares; 2025Q2: 4,356 shares; 2025Q3: 14,384 shares; 2025Q4: 16,327 shares; 2026Q1: 14,169 shares 14,169 $711K 0.36% -2,158 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,796 shares; 2025Q1: 5,798 shares; 2025Q2: 5,598 shares; 2025Q3: 19,780 shares; 2025Q4: 9,837 shares; 2026Q1: 10,608 shares 10,608 $705K 0.36% +771 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,088 shares; 2025Q1: 13,259 shares; 2025Q2: 7,621 shares; 2025Q3: 4,158 shares; 2025Q4: 13,946 shares; 2026Q1: 12,542 shares 12,542 $696K 0.35% -1,404 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,914 shares; 2025Q1: 8,914 shares; 2025Q2: 8,914 shares; 2025Q3: 17,306 shares; 2025Q4: 8,653 shares; 2026Q1: 8,653 shares 8,653 $687K 0.35% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,510 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,750 shares; 2026Q1: 26,975 shares 26,975 $675K 0.34% +12,225 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,799 shares; 2025Q1: 19,045 shares; 2025Q2: 5,687 shares; 2025Q3: 23,942 shares; 2025Q4: 19,172 shares; 2026Q1: 17,957 shares 17,957 $672K 0.34% -1,215 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: not loaded; 2024Q4: 469 shares; 2025Q1: 1,118 shares; 2025Q2: 1,170 shares; 2025Q3: 925 shares; 2025Q4: 848 shares; 2026Q1: 718 shares 718 $660K 0.33% -130 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 loaded; 2024Q4: not reported; 2025Q1: 1,789 shares; 2025Q2: 104 shares; 2025Q3: 448 shares; 2025Q4: 3,130 shares; 2026Q1: 3,050 shares 3,050 $652K 0.33% -80 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: not loaded; 2024Q4: 526 shares; 2025Q1: 1,085 shares; 2025Q2: 289 shares; 2025Q3: 720 shares; 2025Q4: 966 shares; 2026Q1: 1,060 shares 1,060 $641K 0.32% +94 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: not loaded; 2024Q4: 274 shares; 2025Q1: 1,687 shares; 2025Q2: 1,673 shares; 2025Q3: 3,165 shares; 2025Q4: 4,325 shares; 2026Q1: 3,833 shares 3,833 $634K 0.32% -492 Timeline AOR 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 loaded; 2024Q4: 14,196 shares; 2025Q1: 14,125 shares; 2025Q2: 13,836 shares; 2025Q3: 25,014 shares; 2025Q4: 12,031 shares; 2026Q1: 9,832 shares 9,832 $633K 0.32% -2,199 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: not loaded; 2024Q4: 8,760 shares; 2025Q1: 9,486 shares; 2025Q2: 2,647 shares; 2025Q3: 11,184 shares; 2025Q4: 8,136 shares; 2026Q1: 8,132 shares 8,132 $631K 0.32% -4 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,481 shares; 2026Q1: 11,732 shares 11,732 $620K 0.31% -749 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: not loaded; 2024Q4: 1,032 shares; 2025Q1: 1,308 shares; 2025Q2: 1,472 shares; 2025Q3: 3,970 shares; 2025Q4: 3,208 shares; 2026Q1: 3,829 shares 3,829 $614K 0.31% +621 Timeline FTCS 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 loaded; 2024Q4: 9,600 shares; 2025Q1: 5,581 shares; 2025Q2: 1,366 shares; 2025Q3: 7,636 shares; 2025Q4: 6,609 shares; 2026Q1: 6,362 shares 6,362 $590K 0.3% -247 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 loaded; 2024Q4: 9,360 shares; 2025Q1: 8,985 shares; 2025Q2: 4,669 shares; 2025Q3: 14,644 shares; 2025Q4: 10,681 shares; 2026Q1: 8,928 shares 8,928 $589K 0.3% -1,753 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: not loaded; 2024Q4: 2,481 shares; 2025Q1: 2,209 shares; 2025Q2: 2,171 shares; 2025Q3: 4,706 shares; 2025Q4: 2,429 shares; 2026Q1: 2,475 shares 2,475 $585K 0.3% +46 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,213 shares; 2025Q1: 28,613 shares; 2025Q2: 28,613 shares; 2025Q3: 50,230 shares; 2025Q4: 23,473 shares; 2026Q1: 33,712 shares 33,712 $577K 0.29% +10,239 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: not loaded; 2024Q4: 7,441 shares; 2025Q1: 61,700 shares; 2025Q2: 9,494 shares; 2025Q3: 16,767 shares; 2025Q4: 11,157 shares; 2026Q1: 11,160 shares 11,160 $551K 0.28% +3 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: not loaded; 2024Q4: 1,485 shares; 2025Q1: 1,445 shares; 2025Q2: 1,036 shares; 2025Q3: 3,792 shares; 2025Q4: 1,905 shares; 2026Q1: 2,091 shares 2,091 $548K 0.28% +186 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265 shares; 2025Q1: 2,352 shares; 2025Q2: 2,381 shares; 2025Q3: not reported; 2025Q4: 10,650 shares; 2026Q1: 10,650 shares 10,650 $536K 0.27% 0 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 loaded; 2024Q4: 1,657 shares; 2025Q1: 32,559 shares; 2025Q2: 34,810 shares; 2025Q3: 5,242 shares; 2025Q4: 10,264 shares; 2026Q1: 11,567 shares 11,567 $534K 0.27% +1,303 Timeline SPYD 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 loaded; 2024Q4: 176 shares; 2025Q1: 7,826 shares; 2025Q2: 511 shares; 2025Q3: not reported; 2025Q4: 12,287 shares; 2026Q1: 11,573 shares 11,573 $527K 0.27% -714 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: not loaded; 2024Q4: 2,738 shares; 2025Q1: 5,156 shares; 2025Q2: 3,839 shares; 2025Q3: 2,904 shares; 2025Q4: 1,203 shares; 2026Q1: 1,175 shares 1,175 $506K 0.26% -28 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: not loaded; 2024Q4: 4,698 shares; 2025Q1: 9,588 shares; 2025Q2: 8,886 shares; 2025Q3: 8,058 shares; 2025Q4: 4,795 shares; 2026Q1: 4,203 shares 4,203 $506K 0.26% -592 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 loaded; 2024Q4: 26,503 shares; 2025Q1: 13,900 shares; 2025Q2: 1,570 shares; 2025Q3: 6,408 shares; 2025Q4: 7,420 shares; 2026Q1: 8,065 shares 8,065 $505K 0.26% +645 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: not loaded; 2024Q4: 2,821 shares; 2025Q1: 2,076 shares; 2025Q2: 1,206 shares; 2025Q3: 3,196 shares; 2025Q4: 1,471 shares; 2026Q1: 1,525 shares 1,525 $501K 0.25% +54 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: not loaded; 2024Q4: 3,166 shares; 2025Q1: 3,166 shares; 2025Q2: 3,644 shares; 2025Q3: 6,142 shares; 2025Q4: 3,169 shares; 2026Q1: 3,780 shares 3,780 $495K 0.25% +611 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: not loaded; 2024Q4: 648 shares; 2025Q1: 718 shares; 2025Q2: 605 shares; 2025Q3: 1,225 shares; 2025Q4: 701 shares; 2026Q1: 694 shares 694 $484K 0.24% -7 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 loaded; 2024Q4: 4,007 shares; 2025Q1: 6,669 shares; 2025Q2: 6,356 shares; 2025Q3: 5,034 shares; 2025Q4: 2,596 shares; 2026Q1: 2,596 shares 2,596 $471K 0.24% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,033 shares; 2025Q1: 21,759 shares; 2025Q2: not reported; 2025Q3: 19,662 shares; 2025Q4: 8,295 shares; 2026Q1: 8,695 shares 8,695 $460K 0.23% +400 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: not loaded; 2024Q4: 1,059 shares; 2025Q1: 1,803 shares; 2025Q2: 1,091 shares; 2025Q3: 2,356 shares; 2025Q4: 2,086 shares; 2026Q1: 2,443 shares 2,443 $456K 0.23% +357 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,594 shares; 2025Q1: 8,594 shares; 2025Q2: 8,637 shares; 2025Q3: 17,934 shares; 2025Q4: 8,753 shares; 2026Q1: 8,753 shares 8,753 $455K 0.23% 0 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: not loaded; 2024Q4: 84 shares; 2025Q1: 84 shares; 2025Q2: 102 shares; 2025Q3: 250 shares; 2025Q4: 491 shares; 2026Q1: 537 shares 537 $455K 0.23% +46 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,468 shares; 2025Q1: 9,194 shares; 2025Q2: 2,196 shares; 2025Q3: 11,656 shares; 2025Q4: 11,547 shares; 2026Q1: 10,455 shares 10,455 $445K 0.23% -1,092 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: not loaded; 2024Q4: 15 shares; 2025Q1: 851 shares; 2025Q2: 286 shares; 2025Q3: 44 shares; 2025Q4: 962 shares; 2026Q1: 962 shares 962 $443K 0.22% 0 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: not loaded; 2024Q4: 1,274 shares; 2025Q1: 1,456 shares; 2025Q2: 259 shares; 2025Q3: 2,601 shares; 2025Q4: 1,305 shares; 2026Q1: 1,301 shares 1,301 $440K 0.22% -4 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: not loaded; 2024Q4: 14,024 shares; 2025Q1: 14,024 shares; 2025Q2: 14,024 shares; 2025Q3: 27,576 shares; 2025Q4: 11,435 shares; 2026Q1: 11,695 shares 11,695 $433K 0.22% +260 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54 shares; 2025Q1: 81 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,267 shares 12,267 $422K 0.21% new 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: not loaded; 2024Q4: 219 shares; 2025Q1: 219 shares; 2025Q2: 219 shares; 2025Q3: 450 shares; 2025Q4: 1,594 shares; 2026Q1: 1,672 shares 1,672 $413K 0.21% +78 Timeline HDV 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 loaded; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: 3,103 shares; 2026Q1: 3,039 shares 3,039 $412K 0.21% -64 Timeline IYH 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 loaded; 2024Q4: 5,386 shares; 2025Q1: 4,999 shares; 2025Q2: 4,921 shares; 2025Q3: 14,098 shares; 2025Q4: 7,029 shares; 2026Q1: 6,689 shares 6,689 $412K 0.21% -340 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: not loaded; 2024Q4: 429 shares; 2025Q1: 2,099 shares; 2025Q2: 654 shares; 2025Q3: 1,300 shares; 2025Q4: 3,113 shares; 2026Q1: 3,189 shares 3,189 $411K 0.21% +76 Timeline IEF 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 loaded; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 6,308 shares; 2025Q4: 4,322 shares; 2026Q1: 4,296 shares 4,296 $410K 0.21% -26 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148 shares; 2025Q4: 2,713 shares; 2026Q1: 10,662 shares 10,662 $410K 0.21% +7,949 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 611 shares; 2025Q3: 1,350 shares; 2025Q4: 653 shares; 2026Q1: 600 shares 600 $409K 0.21% -53 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: not loaded; 2024Q4: 630 shares; 2025Q1: 1,130 shares; 2025Q2: 920 shares; 2025Q3: 1,980 shares; 2025Q4: 2,593 shares; 2026Q1: 2,777 shares 2,777 $409K 0.21% +184 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 loaded; 2024Q4: 1,628 shares; 2025Q1: 1,577 shares; 2025Q2: 2,059 shares; 2025Q3: 11,527 shares; 2025Q4: 8,844 shares; 2026Q1: 9,545 shares 9,545 $404K 0.2% +701 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: not loaded; 2024Q4: 4,597 shares; 2025Q1: 4,383 shares; 2025Q2: 3,552 shares; 2025Q3: 5,955 shares; 2025Q4: 3,300 shares; 2026Q1: 3,503 shares 3,503 $403K 0.2% +203 Timeline FID 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 loaded; 2024Q4: 1,418 shares; 2025Q1: 1,418 shares; 2025Q2: not reported; 2025Q3: 24,050 shares; 2025Q4: 19,061 shares; 2026Q1: 19,061 shares 19,061 $399K 0.2% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,045 shares; 2026Q1: 23,871 shares 23,871 $396K 0.2% +826 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: not loaded; 2024Q4: 16,723 shares; 2025Q1: 20,170 shares; 2025Q2: 22,403 shares; 2025Q3: 6,400 shares; 2025Q4: 3,122 shares; 2026Q1: 2,618 shares 2,618 $383K 0.19% -504 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: not loaded; 2024Q4: 6,338 shares; 2025Q1: 5,979 shares; 2025Q2: 5,273 shares; 2025Q3: 1,966 shares; 2025Q4: 3,682 shares; 2026Q1: 3,071 shares 3,071 $382K 0.19% -611 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: not loaded; 2024Q4: 3,616 shares; 2025Q1: 6,997 shares; 2025Q2: 5,228 shares; 2025Q3: 3,969 shares; 2025Q4: 2,027 shares; 2026Q1: 1,558 shares 1,558 $381K 0.19% -469 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 133 shares; 2025Q3: 17,910 shares; 2025Q4: 8,955 shares; 2026Q1: 8,955 shares 8,955 $375K 0.19% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,164 shares; 2025Q1: 3,860 shares; 2025Q2: 2,208 shares; 2025Q3: 15,245 shares; 2025Q4: 8,576 shares; 2026Q1: 8,482 shares 8,482 $374K 0.19% -94 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,884 shares 1,884 $371K 0.19% new Timeline HYDB 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 loaded; 2024Q4: 1,702 shares; 2025Q1: 1,079 shares; 2025Q2: 1,795 shares; 2025Q3: 1,796 shares; 2025Q4: 4,698 shares; 2026Q1: 7,895 shares 7,895 $367K 0.19% +3,197 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: not loaded; 2024Q4: 447 shares; 2025Q1: 446 shares; 2025Q2: 594 shares; 2025Q3: 642 shares; 2025Q4: 740 shares; 2026Q1: 1,479 shares 1,479 $367K 0.19% +739 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 loaded; 2024Q4: 35,773 shares; 2025Q1: 94,495 shares; 2025Q2: 15,686 shares; 2025Q3: 62,244 shares; 2025Q4: 36,988 shares; 2026Q1: 32,892 shares 32,892 $364K 0.18% -4,096 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: not loaded; 2024Q4: 1,195 shares; 2025Q1: 2,920 shares; 2025Q2: 2,729 shares; 2025Q3: 2,189 shares; 2025Q4: 1,326 shares; 2026Q1: 1,880 shares 1,880 $363K 0.18% +554 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: not loaded; 2024Q4: not reported; 2025Q1: 1,862 shares; 2025Q2: 1,163 shares; 2025Q3: 2,830 shares; 2025Q4: 1,849 shares; 2026Q1: 1,851 shares 1,851 $359K 0.18% +2 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 loaded; 2024Q4: 8,678 shares; 2025Q1: 8,741 shares; 2025Q2: 4,642 shares; 2025Q3: 10,183 shares; 2025Q4: 11,862 shares; 2026Q1: 12,751 shares 12,751 $358K 0.18% +889 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: not loaded; 2024Q4: 387 shares; 2025Q1: 421 shares; 2025Q2: 421 shares; 2025Q3: 1,450 shares; 2025Q4: 856 shares; 2026Q1: 1,040 shares 1,040 $357K 0.18% +184 Timeline FLRT 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 loaded; 2024Q4: not reported; 2025Q1: 7,738 shares; 2025Q2: 7,806 shares; 2025Q3: 21,192 shares; 2025Q4: 11,126 shares; 2026Q1: 7,427 shares 7,427 $344K 0.17% -3,699 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 loaded; 2024Q4: 1,889 shares; 2025Q1: 1,889 shares; 2025Q2: 625 shares; 2025Q3: 2,820 shares; 2025Q4: 2,508 shares; 2026Q1: 2,501 shares 2,501 $340K 0.17% -7 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 198 shares; 2025Q2: 198 shares; 2025Q3: 2,042 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $336K 0.17% 0 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: not loaded; 2024Q4: 757 shares; 2025Q1: 1,846 shares; 2025Q2: 1,938 shares; 2025Q3: 2,238 shares; 2025Q4: 1,137 shares; 2026Q1: 1,213 shares 1,213 $328K 0.17% +76 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: not loaded; 2024Q4: 6,717 shares; 2025Q1: 7,192 shares; 2025Q2: 6,718 shares; 2025Q3: 8,098 shares; 2025Q4: 6,671 shares; 2026Q1: 5,549 shares 5,549 $326K 0.17% -1,122 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 1,866 shares; 2025Q4: 1,428 shares; 2026Q1: 1,590 shares 1,590 $325K 0.16% +162 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: not reported; 2025Q3: 946 shares; 2025Q4: 1,038 shares; 2026Q1: 8,764 shares 8,764 $315K 0.16% +7,726 Timeline IVLU 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 loaded; 2024Q4: 25,081 shares; 2025Q1: 28,414 shares; 2025Q2: 26,385 shares; 2025Q3: 10,332 shares; 2025Q4: 7,909 shares; 2026Q1: 7,909 shares 7,909 $314K 0.16% 0 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,525 shares; 2025Q1: 11,300 shares; 2025Q2: not reported; 2025Q3: 12,100 shares; 2025Q4: 6,460 shares; 2026Q1: 6,660 shares 6,660 $307K 0.16% +200 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: not loaded; 2024Q4: 275 shares; 2025Q1: 242 shares; 2025Q2: 237 shares; 2025Q3: 556 shares; 2025Q4: 271 shares; 2026Q1: 232 shares 232 $306K 0.16% -39 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,144 shares; 2025Q1: 2,214 shares; 2025Q2: 2,075 shares; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 1,589 shares 1,589 $305K 0.15% -92 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: not loaded; 2024Q4: 1,765 shares; 2025Q1: 3,042 shares; 2025Q2: 1,162 shares; 2025Q3: 3,466 shares; 2025Q4: 2,961 shares; 2026Q1: 3,271 shares 3,271 $304K 0.15% +310 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,219 shares; 2025Q2: 149 shares; 2025Q3: 4 shares; 2025Q4: 2,311 shares; 2026Q1: 2,505 shares 2,505 $304K 0.15% +194 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: not loaded; 2024Q4: 1,618 shares; 2025Q1: 1,733 shares; 2025Q2: 3,139 shares; 2025Q3: 2,364 shares; 2025Q4: 1,502 shares; 2026Q1: 1,506 shares 1,506 $300K 0.15% +4 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: not loaded; 2024Q4: 419 shares; 2025Q1: 2,427 shares; 2025Q2: 3,230 shares; 2025Q3: 1,846 shares; 2025Q4: 1,297 shares; 2026Q1: 990 shares 990 $299K 0.15% -307 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,931 shares; 2025Q1: 28,388 shares; 2025Q2: 1,841 shares; 2025Q3: 15,420 shares; 2025Q4: 7,264 shares; 2026Q1: 7,429 shares 7,429 $299K 0.15% +165 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 265 shares; 2025Q1: 1,043 shares; 2025Q2: 265 shares; 2025Q3: 13,758 shares; 2025Q4: 6,879 shares; 2026Q1: 6,879 shares 6,879 $294K 0.15% 0 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: not loaded; 2024Q4: 585 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 4,624 shares; 2025Q4: 3,019 shares; 2026Q1: 3,019 shares 3,019 $293K 0.15% 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 loaded; 2024Q4: 311 shares; 2025Q1: 287 shares; 2025Q2: 287 shares; 2025Q3: 1,363 shares; 2025Q4: 732 shares; 2026Q1: 718 shares 718 $293K 0.15% -14 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 664 shares; 2025Q1: 664 shares; 2025Q2: 7,964 shares; 2025Q3: 2,872 shares; 2025Q4: 1,864 shares; 2026Q1: 1,880 shares 1,880 $278K 0.14% +16 Timeline BRHY 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,228 shares; 2025Q4: 3,207 shares; 2026Q1: 5,456 shares 5,456 $275K 0.14% +2,249 Timeline AOA 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,109 shares 3,109 $275K 0.14% new Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,752 shares; 2025Q1: 46,205 shares; 2025Q2: not reported; 2025Q3: 42,338 shares; 2025Q4: 19,308 shares; 2026Q1: 19,358 shares 19,358 $275K 0.14% +50 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: not loaded; 2024Q4: 58 shares; 2025Q1: 695 shares; 2025Q2: 686 shares; 2025Q3: 1,256 shares; 2025Q4: 578 shares; 2026Q1: 533 shares 533 $262K 0.13% -45 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: not reported; 2025Q3: 11,938 shares; 2025Q4: 5,969 shares; 2026Q1: 5,808 shares 5,808 $247K 0.12% -161 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,157 shares; 2025Q1: 7,442 shares; 2025Q2: 2,855 shares; 2025Q3: 9,896 shares; 2025Q4: 8,102 shares; 2026Q1: 8,566 shares 8,566 $246K 0.12% +464 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,654 shares; 2025Q4: 10,032 shares; 2026Q1: 10,236 shares 10,236 $245K 0.12% +204 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,001 shares; 2025Q1: 3,883 shares; 2025Q2: 3,867 shares; 2025Q3: 18 shares; 2025Q4: 1,054 shares; 2026Q1: 1,030 shares 1,030 $245K 0.12% -24 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,807 shares; 2025Q1: 11,298 shares; 2025Q2: 1,742 shares; 2025Q3: 2,899 shares; 2025Q4: 2,107 shares; 2026Q1: 2,624 shares 2,624 $242K 0.12% +517 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,205 shares; 2025Q1: 6,225 shares; 2025Q2: not reported; 2025Q3: 4,300 shares; 2025Q4: 3,835 shares; 2026Q1: 4,371 shares 4,371 $241K 0.12% +536 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: not loaded; 2024Q4: 8,116 shares; 2025Q1: 8,116 shares; 2025Q2: 4,044 shares; 2025Q3: 12,564 shares; 2025Q4: 7,712 shares; 2026Q1: 7,187 shares 7,187 $241K 0.12% -525 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 loaded; 2024Q4: 1,001 shares; 2025Q1: 1,103 shares; 2025Q2: 1,103 shares; 2025Q3: 2,208 shares; 2025Q4: 5,940 shares; 2026Q1: 5,948 shares 5,948 $241K 0.12% +8 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,847 shares; 2025Q1: 1,847 shares; 2025Q2: 3,568 shares; 2025Q3: 6,788 shares; 2025Q4: 4,433 shares; 2026Q1: 4,951 shares 4,951 $240K 0.12% +518 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: not loaded; 2024Q4: 4,266 shares; 2025Q1: 4,342 shares; 2025Q2: 3,003 shares; 2025Q3: 1,158 shares; 2025Q4: 1,807 shares; 2026Q1: 1,531 shares 1,531 $238K 0.12% -276 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: not loaded; 2024Q4: 2,064 shares; 2025Q1: 3,679 shares; 2025Q2: 2,813 shares; 2025Q3: 2,496 shares; 2025Q4: 2,250 shares; 2026Q1: 2,465 shares 2,465 $238K 0.12% +215 Timeline PTNQ 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 loaded; 2024Q4: 4,736 shares; 2025Q1: 3,900 shares; 2025Q2: 2,588 shares; 2025Q3: 5,176 shares; 2025Q4: 2,588 shares; 2026Q1: 3,215 shares 3,215 $235K 0.12% +627 Timeline CALF 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 loaded; 2024Q4: 22,617 shares; 2025Q1: 13,469 shares; 2025Q2: 3,644 shares; 2025Q3: 5,801 shares; 2025Q4: 5,620 shares; 2026Q1: 5,158 shares 5,158 $231K 0.12% -462 Timeline AIO VIRTUS ARTIFICIAL INTELLIGEN More: the full row for VIRTUS ARTIFICIAL INTELLIGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,750 shares; 2025Q1: 16,550 shares; 2025Q2: not reported; 2025Q3: 19,800 shares; 2025Q4: 8,400 shares; 2026Q1: 10,800 shares 10,800 $231K 0.12% +2,400 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: not loaded; 2024Q4: 1,226 shares; 2025Q1: 824 shares; 2025Q2: 670 shares; 2025Q3: 852 shares; 2025Q4: 905 shares; 2026Q1: 1,149 shares 1,149 $227K 0.11% +244 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: not loaded; 2024Q4: 33 shares; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 3,912 shares; 2025Q4: 2,829 shares; 2026Q1: 2,685 shares 2,685 $222K 0.11% -144 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,487 shares; 2025Q1: 1,898 shares; 2025Q2: not reported; 2025Q3: 2,291 shares; 2025Q4: 1,661 shares; 2026Q1: 1,694 shares 1,694 $217K 0.11% +33 Timeline EIPI 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 loaded; 2024Q4: 26,186 shares; 2025Q1: 24,389 shares; 2025Q2: not reported; 2025Q3: 17,984 shares; 2025Q4: 9,578 shares; 2026Q1: 9,578 shares 9,578 $215K 0.11% 0 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: not loaded; 2024Q4: 706 shares; 2025Q1: 706 shares; 2025Q2: 704 shares; 2025Q3: 1,172 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $215K 0.11% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 161 shares; 2025Q1: 2,045 shares; 2025Q2: 340 shares; 2025Q3: 1,202 shares; 2025Q4: 2,464 shares; 2026Q1: 2,466 shares 2,466 $214K 0.11% +2 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: not loaded; 2024Q4: 811 shares; 2025Q1: 1,320 shares; 2025Q2: 120 shares; 2025Q3: 414 shares; 2025Q4: 1,450 shares; 2026Q1: 1,451 shares 1,451 $211K 0.11% +1 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: not loaded; 2024Q4: 4,418 shares; 2025Q1: 4,883 shares; 2025Q2: 4,615 shares; 2025Q3: 2,187 shares; 2025Q4: 1,964 shares; 2026Q1: 3,285 shares 3,285 $211K 0.11% +1,321 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,074 shares; 2025Q1: 8,768 shares; 2025Q2: 668 shares; 2025Q3: 6,558 shares; 2025Q4: 4,797 shares; 2026Q1: 5,226 shares 5,226 $208K 0.11% +429 Timeline FDL 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 loaded; 2024Q4: 15,143 shares; 2025Q1: 14,803 shares; 2025Q2: 5,994 shares; 2025Q3: 8,688 shares; 2025Q4: 4,429 shares; 2026Q1: 4,044 shares 4,044 $205K 0.1% -385 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,100 shares; 2025Q1: 71,600 shares; 2025Q2: not reported; 2025Q3: 64,600 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares 28,000 $204K 0.1% 0 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 loaded; 2024Q4: 581 shares; 2025Q1: 598 shares; 2025Q2: 74 shares; 2025Q3: 662 shares; 2025Q4: 231 shares; 2026Q1: 232 shares 232 $200K 0.1% +1 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: not loaded; 2024Q4: 2,553 shares; 2025Q1: 1,447 shares; 2025Q2: 168 shares; 2025Q3: 1,312 shares; 2025Q4: 1,228 shares; 2026Q1: 1,249 shares 1,249 $198K 0.1% +21 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,295 shares; 2025Q1: 6,447 shares; 2025Q2: 2,572 shares; 2025Q3: 8,276 shares; 2025Q4: 9,122 shares; 2026Q1: 8,170 shares 8,170 $193K 0.1% -952 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,448 shares; 2025Q1: 6,269 shares; 2025Q2: 6,212 shares; 2025Q3: 2,349 shares; 2025Q4: 1,327 shares; 2026Q1: 2,483 shares 2,483 $191K 0.1% +1,156 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: not loaded; 2024Q4: 1,151 shares; 2025Q1: 1,178 shares; 2025Q2: 993 shares; 2025Q3: 1,214 shares; 2025Q4: 608 shares; 2026Q1: 663 shares 663 $190K 0.1% +55 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,262 shares; 2025Q4: 8,631 shares; 2026Q1: 8,631 shares 8,631 $190K 0.1% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,046 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 5,696 shares; 2025Q4: 3,059 shares; 2026Q1: 2,449 shares 2,449 $187K 0.09% -610 Timeline FTSM 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 loaded; 2024Q4: 7,611 shares; 2025Q1: 3,932 shares; 2025Q2: not reported; 2025Q3: 4,699 shares; 2025Q4: 3,208 shares; 2026Q1: 3,096 shares 3,096 $185K 0.09% -112 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: not loaded; 2024Q4: 329 shares; 2025Q1: 368 shares; 2025Q2: 39 shares; 2025Q3: 680 shares; 2025Q4: 400 shares; 2026Q1: 567 shares 567 $185K 0.09% +167 Timeline PTLC 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 loaded; 2024Q4: 6,790 shares; 2025Q1: 6,319 shares; 2025Q2: 3,516 shares; 2025Q3: 7,032 shares; 2025Q4: 3,516 shares; 2026Q1: 3,516 shares 3,516 $184K 0.09% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 506 shares; 2025Q1: 616 shares; 2025Q2: 506 shares; 2025Q3: 1,623 shares; 2025Q4: 925 shares; 2026Q1: 924 shares 924 $183K 0.09% -1 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,855 shares; 2025Q1: 1,855 shares; 2025Q2: 1,197 shares; 2025Q3: 2,282 shares; 2025Q4: 2,030 shares; 2026Q1: 1,857 shares 1,857 $180K 0.09% -173 Timeline SPTL 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 loaded; 2024Q4: 2,460 shares; 2025Q1: 2,460 shares; 2025Q2: 210 shares; 2025Q3: 2,400 shares; 2025Q4: 1,349 shares; 2026Q1: 6,826 shares 6,826 $180K 0.09% +5,477 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: not loaded; 2024Q4: 1,224 shares; 2025Q1: 473 shares; 2025Q2: 357 shares; 2025Q3: 854 shares; 2025Q4: 434 shares; 2026Q1: 851 shares 851 $179K 0.09% +417 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: not loaded; 2024Q4: 705 shares; 2025Q1: 530 shares; 2025Q2: 577 shares; 2025Q3: 836 shares; 2025Q4: 418 shares; 2026Q1: 317 shares 317 $179K 0.09% -101 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 loaded; 2024Q4: 453 shares; 2025Q1: 454 shares; 2025Q2: 781 shares; 2025Q3: 1,572 shares; 2025Q4: 790 shares; 2026Q1: 856 shares 856 $178K 0.09% +66 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: not loaded; 2024Q4: 2,004 shares; 2025Q1: 1,780 shares; 2025Q2: not reported; 2025Q3: 1,434 shares; 2025Q4: 767 shares; 2026Q1: 769 shares 769 $177K 0.09% +2 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: not loaded; 2024Q4: 560 shares; 2025Q1: 704 shares; 2025Q2: 363 shares; 2025Q3: 40 shares; 2025Q4: 562 shares; 2026Q1: 452 shares 452 $176K 0.09% -110 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: not loaded; 2024Q4: 5,850 shares; 2025Q1: 5,556 shares; 2025Q2: 5,134 shares; 2025Q3: 3,258 shares; 2025Q4: 2,236 shares; 2026Q1: 2,194 shares 2,194 $175K 0.09% -42 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: not loaded; 2024Q4: 1,052 shares; 2025Q1: 909 shares; 2025Q2: 721 shares; 2025Q3: 718 shares; 2025Q4: 539 shares; 2026Q1: 561 shares 561 $174K 0.09% +22 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,772 shares 2,772 $174K 0.09% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,280 shares; 2025Q1: 4,380 shares; 2025Q2: 4,690 shares; 2025Q3: 9,260 shares; 2025Q4: 4,601 shares; 2026Q1: 4,601 shares 4,601 $173K 0.09% 0 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: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,943 shares; 2026Q1: 4,187 shares 4,187 $172K 0.09% +244 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: not loaded; 2024Q4: 4,718 shares; 2025Q1: 9,607 shares; 2025Q2: 8,462 shares; 2025Q3: 5,430 shares; 2025Q4: 3,489 shares; 2026Q1: 3,506 shares 3,506 $171K 0.09% +17 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,286 shares; 2026Q1: 23,436 shares 23,436 $171K 0.09% +6,150 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,704 shares; 2026Q1: 4,872 shares 4,872 $167K 0.08% +3,168 Timeline KNG 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 loaded; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,418 shares 3,418 $166K 0.08% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 855 shares; 2025Q1: 619 shares; 2025Q2: 164 shares; 2025Q3: 908 shares; 2025Q4: 550 shares; 2026Q1: 549 shares 549 $166K 0.08% -1 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,380 shares; 2025Q1: 4,071 shares; 2025Q2: 569 shares; 2025Q3: 2,624 shares; 2025Q4: 2,087 shares; 2026Q1: 2,307 shares 2,307 $166K 0.08% +220 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: not loaded; 2024Q4: 1,365 shares; 2025Q1: 1,248 shares; 2025Q2: 613 shares; 2025Q3: 3,044 shares; 2025Q4: 1,963 shares; 2026Q1: 1,674 shares 1,674 $165K 0.08% -289 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: 141 shares; 2025Q2: 317 shares; 2025Q3: 2 shares; 2025Q4: 540 shares; 2026Q1: 577 shares 577 $161K 0.08% +37 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: not loaded; 2024Q4: 220 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 675 shares; 2025Q4: 530 shares; 2026Q1: 533 shares 533 $161K 0.08% +3 Timeline DGRO 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 loaded; 2024Q4: 6,139 shares; 2025Q1: 6,828 shares; 2025Q2: 2,449 shares; 2025Q3: 3,277 shares; 2025Q4: 2,019 shares; 2026Q1: 2,295 shares 2,295 $161K 0.08% +276 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,073 shares; 2025Q1: 16,205 shares; 2025Q2: 15,343 shares; 2025Q3: 29,658 shares; 2025Q4: 14,829 shares; 2026Q1: 15,468 shares 15,468 $157K 0.08% +639 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 loaded; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 156 shares; 2025Q3: 312 shares; 2025Q4: 156 shares; 2026Q1: 582 shares 582 $157K 0.08% +426 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: not loaded; 2024Q4: 3,222 shares; 2025Q1: 2,809 shares; 2025Q2: 2,473 shares; 2025Q3: 3,482 shares; 2025Q4: 1,459 shares; 2026Q1: 1,553 shares 1,553 $154K 0.08% +94 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 loaded; 2024Q4: 696 shares; 2025Q1: 2,392 shares; 2025Q2: 371 shares; 2025Q3: 742 shares; 2025Q4: 2,371 shares; 2026Q1: 2,100 shares 2,100 $154K 0.08% -271 Timeline HYG 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 loaded; 2024Q4: 3,130 shares; 2025Q1: 2,834 shares; 2025Q2: 2,587 shares; 2025Q3: 1,826 shares; 2025Q4: 2,153 shares; 2026Q1: 1,929 shares 1,929 $153K 0.08% -224 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares; 2025Q3: 3,164 shares; 2025Q4: 1,582 shares; 2026Q1: 1,582 shares 1,582 $153K 0.08% 0 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: not loaded; 2024Q4: 288 shares; 2025Q1: 288 shares; 2025Q2: 379 shares; 2025Q3: 596 shares; 2025Q4: 524 shares; 2026Q1: 1,055 shares 1,055 $153K 0.08% +531 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13 shares; 2025Q1: 13 shares; 2025Q2: 13 shares; 2025Q3: 400 shares; 2025Q4: 176 shares; 2026Q1: 350 shares 350 $152K 0.08% +174 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,800 shares; 2025Q1: 47,800 shares; 2025Q2: not reported; 2025Q3: 46,000 shares; 2025Q4: 21,800 shares; 2026Q1: 21,800 shares 21,800 $152K 0.08% 0 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: not loaded; 2024Q4: 98 shares; 2025Q1: 1,351 shares; 2025Q2: 1,864 shares; 2025Q3: 870 shares; 2025Q4: 390 shares; 2026Q1: 301 shares 301 $150K 0.08% -89 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,721 shares; 2025Q1: 2,928 shares; 2025Q2: 1,288 shares; 2025Q3: 2,480 shares; 2025Q4: 1,240 shares; 2026Q1: 1,064 shares 1,064 $148K 0.08% -176 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: not loaded; 2024Q4: 169 shares; 2025Q1: 191 shares; 2025Q2: 374 shares; 2025Q3: 950 shares; 2025Q4: 433 shares; 2026Q1: 782 shares 782 $148K 0.07% +349 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,653 shares; 2025Q1: 1,653 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,231 shares 6,231 $148K 0.07% new Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,929 shares; 2025Q1: 1,929 shares; 2025Q2: 1,929 shares; 2025Q3: 3,858 shares; 2025Q4: 1,929 shares; 2026Q1: 1,929 shares 1,929 $147K 0.07% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 443 shares; 2025Q1: 2,195 shares; 2025Q2: 313 shares; 2025Q3: 528 shares; 2025Q4: 2,434 shares; 2026Q1: 2,374 shares 2,374 $145K 0.07% -60 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: not loaded; 2024Q4: 9,655 shares; 2025Q1: 9,730 shares; 2025Q2: 8,753 shares; 2025Q3: 1,794 shares; 2025Q4: 977 shares; 2026Q1: 739 shares 739 $145K 0.07% -238 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: not loaded; 2024Q4: 2,984 shares; 2025Q1: 3,610 shares; 2025Q2: 1,675 shares; 2025Q3: 2,900 shares; 2025Q4: 3,737 shares; 2026Q1: 3,806 shares 3,806 $144K 0.07% +69 Timeline SPTM 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 loaded; 2024Q4: 255 shares; 2025Q1: 255 shares; 2025Q2: 255 shares; 2025Q3: not reported; 2025Q4: 1,810 shares; 2026Q1: 1,810 shares 1,810 $143K 0.07% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 10,629 shares; 2025Q2: 11,158 shares; 2025Q3: 554 shares; 2025Q4: 1,063 shares; 2026Q1: 1,059 shares 1,059 $141K 0.07% -4 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 loaded; 2024Q4: 175 shares; 2025Q1: 425 shares; 2025Q2: 175 shares; 2025Q3: 2 shares; 2025Q4: 851 shares; 2026Q1: 851 shares 851 $140K 0.07% 0 Timeline IXUS 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 loaded; 2024Q4: 8,210 shares; 2025Q1: 8,315 shares; 2025Q2: 7,678 shares; 2025Q3: 3,234 shares; 2025Q4: 1,839 shares; 2026Q1: 1,608 shares 1,608 $139K 0.07% -231 Timeline IPAC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,753 shares 1,753 $134K 0.07% new 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: not loaded; 2024Q4: 4,596 shares; 2025Q1: 4,686 shares; 2025Q2: 7,187 shares; 2025Q3: 3,992 shares; 2025Q4: 2,452 shares; 2026Q1: 2,458 shares 2,458 $133K 0.07% +6 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,750 shares; 2025Q2: not reported; 2025Q3: 20,300 shares; 2025Q4: 8,900 shares; 2026Q1: 10,400 shares 10,400 $133K 0.07% +1,500 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,208 shares; 2025Q1: 1,208 shares; 2025Q2: 1,208 shares; 2025Q3: 4,906 shares; 2025Q4: 3,050 shares; 2026Q1: 2,540 shares 2,540 $132K 0.07% -510 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 loaded; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $132K 0.07% 0 Timeline SCHV 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 loaded; 2024Q4: 918 shares; 2025Q1: 1,639 shares; 2025Q2: 2,419 shares; 2025Q3: 5,774 shares; 2025Q4: 4,294 shares; 2026Q1: 4,306 shares 4,306 $131K 0.07% +12 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,018 shares; 2025Q1: 21,618 shares; 2025Q2: not reported; 2025Q3: 22,000 shares; 2025Q4: 9,950 shares; 2026Q1: 10,200 shares 10,200 $131K 0.07% +250 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,972 shares; 2025Q1: 4,972 shares; 2025Q2: 4,547 shares; 2025Q3: 600 shares; 2025Q4: 5,273 shares; 2026Q1: 6,187 shares 6,187 $131K 0.07% +914 Timeline AIRR 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 loaded; 2024Q4: 451 shares; 2025Q1: 451 shares; 2025Q2: 451 shares; 2025Q3: 902 shares; 2025Q4: 451 shares; 2026Q1: 1,179 shares 1,179 $131K 0.07% +728 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,634 shares; 2025Q1: 2,720 shares; 2025Q2: 528 shares; 2025Q3: 386 shares; 2025Q4: 2,240 shares; 2026Q1: 2,240 shares 2,240 $129K 0.07% 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: not loaded; 2024Q4: 2,612 shares; 2025Q1: 2,621 shares; 2025Q2: 2,564 shares; 2025Q3: 828 shares; 2025Q4: 1,656 shares; 2026Q1: 1,644 shares 1,644 $129K 0.07% -12 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 loaded; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 439 shares; 2025Q3: 1,678 shares; 2025Q4: 839 shares; 2026Q1: 2,028 shares 2,028 $127K 0.06% +1,189 Timeline THW ABRDN WORLD HEALTHCARE FUND More: the full row for ABRDN WORLD HEALTHCARE FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,100 shares; 2025Q1: 10,600 shares; 2025Q2: not reported; 2025Q3: 6,300 shares; 2025Q4: 4,150 shares; 2026Q1: 10,850 shares 10,850 $127K 0.06% +6,700 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: not loaded; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145 shares; 2026Q1: 161 shares 161 $124K 0.06% +16 Timeline SCHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,472 shares 5,472 $124K 0.06% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 1,214 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $124K 0.06% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,540 shares; 2025Q4: 2,770 shares; 2026Q1: 2,770 shares 2,770 $124K 0.06% 0 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: not loaded; 2024Q4: 4,274 shares; 2025Q1: 4,288 shares; 2025Q2: 1,764 shares; 2025Q3: 8,352 shares; 2025Q4: 4,080 shares; 2026Q1: 2,347 shares 2,347 $123K 0.06% -1,733 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,141 shares; 2025Q1: 3,141 shares; 2025Q2: 3,141 shares; 2025Q3: 6,282 shares; 2025Q4: 4,861 shares; 2026Q1: 4,861 shares 4,861 $123K 0.06% 0 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 171 shares; 2025Q3: 2,685 shares; 2025Q4: 1,206 shares; 2026Q1: 1,206 shares 1,206 $123K 0.06% 0 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: not loaded; 2024Q4: 598 shares; 2025Q1: 378 shares; 2025Q2: 323 shares; 2025Q3: 349 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $122K 0.06% 0 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 loaded; 2024Q4: 725 shares; 2025Q1: 737 shares; 2025Q2: 1,094 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares 1,122 $122K 0.06% 0 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 loaded; 2024Q4: 3,514 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,162 shares; 2025Q4: 913 shares; 2026Q1: 917 shares 917 $121K 0.06% +4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,578 shares; 2025Q1: 1,571 shares; 2025Q2: 1,247 shares; 2025Q3: 2,026 shares; 2025Q4: 1,051 shares; 2026Q1: 917 shares 917 $121K 0.06% -134 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: not loaded; 2024Q4: 857 shares; 2025Q1: 1,640 shares; 2025Q2: 1,358 shares; 2025Q3: 1,534 shares; 2025Q4: 1,306 shares; 2026Q1: 1,310 shares 1,310 $118K 0.06% +4 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 212 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 424 shares; 2025Q4: 212 shares; 2026Q1: 720 shares 720 $118K 0.06% +508 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 loaded; 2024Q4: 806 shares; 2025Q1: 1,722 shares; 2025Q2: 1,722 shares; 2025Q3: 890 shares; 2025Q4: 1,035 shares; 2026Q1: 1,035 shares 1,035 $117K 0.06% 0 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: not loaded; 2024Q4: 1,082 shares; 2025Q1: 1,082 shares; 2025Q2: 1,110 shares; 2025Q3: 412 shares; 2025Q4: 474 shares; 2026Q1: 474 shares 474 $116K 0.06% 0 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,350 shares; 2025Q1: 25,350 shares; 2025Q2: 23,130 shares; 2025Q3: 33,850 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $115K 0.06% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,879 shares; 2025Q1: 1,879 shares; 2025Q2: 375 shares; 2025Q3: 2,965 shares; 2025Q4: 1,363 shares; 2026Q1: 1,698 shares 1,698 $115K 0.06% +335 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 586 shares; 2025Q1: 486 shares; 2025Q2: 486 shares; 2025Q3: 1,082 shares; 2025Q4: 541 shares; 2026Q1: 541 shares 541 $114K 0.06% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares 1,995 $114K 0.06% 0 Timeline GLAD GLADSTONE CAP CORP More: the full row for GLADSTONE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,624 shares; 2025Q1: 11,249 shares; 2025Q2: not reported; 2025Q3: 10,674 shares; 2025Q4: 6,512 shares; 2026Q1: 6,512 shares 6,512 $113K 0.06% 0 Timeline EDOW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,760 shares 2,760 $112K 0.06% new Timeline IVOG 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 loaded; 2024Q4: 620 shares; 2025Q1: 592 shares; 2025Q2: 596 shares; 2025Q3: 2,152 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $112K 0.06% 0 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 730 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares; 2026Q1: 1,180 shares 1,180 $110K 0.06% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 993 shares; 2025Q1: 995 shares; 2025Q2: 999 shares; 2025Q3: 472 shares; 2025Q4: 286 shares; 2026Q1: 236 shares 236 $109K 0.06% -50 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: not loaded; 2024Q4: 4,557 shares; 2025Q1: 4,699 shares; 2025Q2: 2,610 shares; 2025Q3: 1,383 shares; 2025Q4: 1,055 shares; 2026Q1: 1,054 shares 1,054 $108K 0.05% -1 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 2,280 shares; 2025Q4: 1,140 shares; 2026Q1: 1,140 shares 1,140 $107K 0.05% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,249 shares; 2025Q1: 1,249 shares; 2025Q2: not reported; 2025Q3: 8,852 shares; 2025Q4: 6,247 shares; 2026Q1: 6,247 shares 6,247 $107K 0.05% 0 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,824 shares; 2025Q4: 3,748 shares; 2026Q1: 4,348 shares 4,348 $106K 0.05% +600 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 83 shares; 2025Q1: 92 shares; 2025Q2: 65 shares; 2025Q3: 172 shares; 2025Q4: 202 shares; 2026Q1: 171 shares 171 $105K 0.05% -31 Timeline IEFA 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 loaded; 2024Q4: 2,226 shares; 2025Q1: 1,340 shares; 2025Q2: 1,089 shares; 2025Q3: 2,302 shares; 2025Q4: 1,180 shares; 2026Q1: 1,154 shares 1,154 $105K 0.05% -26 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 549 shares; 2025Q2: not reported; 2025Q3: 4 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549 $104K 0.05% 0 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: not loaded; 2024Q4: 605 shares; 2025Q1: 396 shares; 2025Q2: 273 shares; 2025Q3: 300 shares; 2025Q4: 306 shares; 2026Q1: 425 shares 425 $103K 0.05% +119 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 863 shares; 2026Q1: 2,046 shares 2,046 $103K 0.05% +1,183 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 loaded; 2024Q4: 786 shares; 2025Q1: 859 shares; 2025Q2: 773 shares; 2025Q3: 590 shares; 2025Q4: 533 shares; 2026Q1: 534 shares 534 $102K 0.05% +1 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,650 shares; 2025Q1: 2,550 shares; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 950 shares; 2026Q1: 950 shares 950 $100K 0.05% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 17 shares; 2025Q3: 120 shares; 2025Q4: 69 shares; 2026Q1: 68 shares 68 $100K 0.05% -1 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,950 shares 3,950 $99.9K 0.05% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 242 shares; 2025Q1: 75 shares; 2025Q2: 76 shares; 2025Q3: 1,108 shares; 2025Q4: 1,452 shares; 2026Q1: 1,558 shares 1,558 $99.8K 0.05% +106 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,175 shares; 2025Q1: 5,175 shares; 2025Q2: not reported; 2025Q3: 7,950 shares; 2025Q4: 3,975 shares; 2026Q1: 3,975 shares 3,975 $99.8K 0.05% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 518 shares; 2025Q4: 251 shares; 2026Q1: 252 shares 252 $99.1K 0.05% +1 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 loaded; 2024Q4: 4,034 shares; 2025Q1: 3,255 shares; 2025Q2: 2,939 shares; 2025Q3: 1,364 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares 1,331 $99K 0.05% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,077 shares; 2025Q1: 4,090 shares; 2025Q2: 1,899 shares; 2025Q3: 18,833 shares; 2025Q4: 10,283 shares; 2026Q1: 4,238 shares 4,238 $98.8K 0.05% -6,045 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 900 shares; 2025Q1: 1,016 shares; 2025Q2: 300 shares; 2025Q3: 624 shares; 2025Q4: 428 shares; 2026Q1: 428 shares 428 $98.6K 0.05% 0 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 loaded; 2024Q4: 17,080 shares; 2025Q1: 18,869 shares; 2025Q2: 13,075 shares; 2025Q3: 18,524 shares; 2025Q4: 15,163 shares; 2026Q1: 8,488 shares 8,488 $97.9K 0.05% -6,675 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 loaded; 2024Q4: not reported; 2025Q1: 400 shares; 2025Q2: not reported; 2025Q3: 126 shares; 2025Q4: 463 shares; 2026Q1: 447 shares 447 $97.9K 0.05% -16 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,086 shares; 2025Q1: 38,286 shares; 2025Q2: not reported; 2025Q3: 16,800 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $97.7K 0.05% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 399 shares; 2025Q1: 454 shares; 2025Q2: 328 shares; 2025Q3: 552 shares; 2025Q4: 1,358 shares; 2026Q1: 1,359 shares 1,359 $96.7K 0.05% +1 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 loaded; 2024Q4: 1,361 shares; 2025Q1: 1,361 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,549 shares; 2026Q1: 6,549 shares 6,549 $96.7K 0.05% 0 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: not loaded; 2024Q4: 114 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 302 shares; 2025Q4: 624 shares; 2026Q1: 1,095 shares 1,095 $96.5K 0.05% +471 Timeline VIOG 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 loaded; 2024Q4: 220 shares; 2025Q1: 221 shares; 2025Q2: 221 shares; 2025Q3: 1,584 shares; 2025Q4: 772 shares; 2026Q1: 772 shares 772 $96.1K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51 shares; 2025Q1: 388 shares; 2025Q2: 89 shares; 2025Q3: 102 shares; 2025Q4: 351 shares; 2026Q1: 335 shares 335 $96K 0.05% -16 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: not loaded; 2024Q4: 2,019 shares; 2025Q1: 1,912 shares; 2025Q2: not reported; 2025Q3: 1,870 shares; 2025Q4: 3,134 shares; 2026Q1: 3,340 shares 3,340 $95.9K 0.05% +206 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,027 shares; 2025Q1: 4,608 shares; 2025Q2: 700 shares; 2025Q3: 8,776 shares; 2025Q4: 4,045 shares; 2026Q1: 1,268 shares 1,268 $95.3K 0.05% -2,777 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 loaded; 2024Q4: 125 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 730 shares; 2025Q4: 1,814 shares; 2026Q1: 1,264 shares 1,264 $95.2K 0.05% -550 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,829 shares; 2025Q1: 1,829 shares; 2025Q2: 1,829 shares; 2025Q3: 5,308 shares; 2025Q4: 3,178 shares; 2026Q1: 2,515 shares 2,515 $93.6K 0.05% -663 Timeline IYY 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 loaded; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 1,176 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $93.2K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 371 shares; 2025Q1: 333 shares; 2025Q2: 307 shares; 2025Q3: 622 shares; 2025Q4: 311 shares; 2026Q1: 311 shares 311 $92.9K 0.05% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,347 shares; 2025Q2: 1,264 shares; 2025Q3: 6,714 shares; 2025Q4: 2,253 shares; 2026Q1: 2,269 shares 2,269 $92.5K 0.05% +16 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,987 shares; 2026Q1: 7,987 shares 7,987 $92.1K 0.05% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 359 shares; 2025Q1: 371 shares; 2025Q2: 371 shares; 2025Q3: 934 shares; 2025Q4: 763 shares; 2026Q1: 1,018 shares 1,018 $91.8K 0.05% +255 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 434 shares; 2025Q1: 1,760 shares; 2025Q2: 435 shares; 2025Q3: 2,326 shares; 2025Q4: 2,375 shares; 2026Q1: 2,375 shares 2,375 $91.2K 0.05% 0 Timeline PTMC 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 loaded; 2024Q4: 2,554 shares; 2025Q1: 2,111 shares; 2025Q2: 1,111 shares; 2025Q3: 2,222 shares; 2025Q4: 1,111 shares; 2026Q1: 2,470 shares 2,470 $90.3K 0.05% +1,359 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 3,086 shares; 2025Q4: 1,827 shares; 2026Q1: 1,836 shares 1,836 $89.8K 0.05% +9 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 298 shares; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 2,356 shares; 2025Q4: 2,198 shares; 2026Q1: 3,281 shares 3,281 $89.6K 0.05% +1,083 Timeline LQD 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 loaded; 2024Q4: 3,313 shares; 2025Q1: 3,356 shares; 2025Q2: 421 shares; 2025Q3: 6,477 shares; 2025Q4: 5,310 shares; 2026Q1: 821 shares 821 $89.5K 0.05% -4,489 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 loaded; 2024Q4: 61 shares; 2025Q1: 205 shares; 2025Q2: 205 shares; 2025Q3: 528 shares; 2025Q4: 423 shares; 2026Q1: 423 shares 423 $89.3K 0.05% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 965 shares; 2025Q1: 758 shares; 2025Q2: 848 shares; 2025Q3: 240 shares; 2025Q4: 173 shares; 2026Q1: 203 shares 203 $88.7K 0.04% +30 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,125 shares; 2025Q3: 2,250 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $88.3K 0.04% 0 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: not loaded; 2024Q4: 1,572 shares; 2025Q1: 421 shares; 2025Q2: 259 shares; 2025Q3: 1,166 shares; 2025Q4: 1,195 shares; 2026Q1: 1,265 shares 1,265 $88.2K 0.04% +70 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: not loaded; 2024Q4: 3,616 shares; 2025Q1: 3,912 shares; 2025Q2: 249 shares; 2025Q3: 3,196 shares; 2025Q4: 2,196 shares; 2026Q1: 2,096 shares 2,096 $87.3K 0.04% -100 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,134 shares; 2025Q1: 12,428 shares; 2025Q2: not reported; 2025Q3: 26,320 shares; 2025Q4: 14,819 shares; 2026Q1: 15,677 shares 15,677 $87K 0.04% +858 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,855 shares; 2025Q1: 3,183 shares; 2025Q2: 1,843 shares; 2025Q3: 2,530 shares; 2025Q4: 3,108 shares; 2026Q1: 3,168 shares 3,168 $87K 0.04% +60 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,865 shares; 2025Q1: 3,546 shares; 2025Q2: 2,193 shares; 2025Q3: 4,588 shares; 2025Q4: 2,321 shares; 2026Q1: 2,338 shares 2,338 $87K 0.04% +17 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $86.7K 0.04% 0 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 loaded; 2024Q4: 15 shares; 2025Q1: 346 shares; 2025Q2: 46 shares; 2025Q3: 162 shares; 2025Q4: 624 shares; 2026Q1: 574 shares 574 $86.6K 0.04% -50 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96 shares; 2025Q4: 556 shares; 2026Q1: 567 shares 567 $86.6K 0.04% +11 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 188 shares; 2025Q1: 621 shares; 2025Q2: 641 shares; 2025Q3: 688 shares; 2025Q4: 302 shares; 2026Q1: 304 shares 304 $86.1K 0.04% +2 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: not loaded; 2024Q4: 1,037 shares; 2025Q1: 1,040 shares; 2025Q2: 2,239 shares; 2025Q3: 1,542 shares; 2025Q4: 771 shares; 2026Q1: 808 shares 808 $85.8K 0.04% +37 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 loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 1,300 shares; 2025Q4: 1,808 shares; 2026Q1: 1,818 shares 1,818 $85.5K 0.04% +10 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 4,403 shares; 2025Q2: 2,991 shares; 2025Q3: 1,390 shares; 2025Q4: 1,573 shares; 2026Q1: 1,569 shares 1,569 $84.8K 0.04% -4 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 loaded; 2024Q4: 17,602 shares; 2025Q1: 24,622 shares; 2025Q2: 26,785 shares; 2025Q3: 1,402 shares; 2025Q4: 1,439 shares; 2026Q1: 1,439 shares 1,439 $83.7K 0.04% 0 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: not loaded; 2024Q4: 10 shares; 2025Q1: 28 shares; 2025Q2: 54 shares; 2025Q3: 192 shares; 2025Q4: 166 shares; 2026Q1: 187 shares 187 $83.5K 0.04% +21 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,128 shares; 2026Q1: 1,130 shares 1,130 $83.1K 0.04% +2 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 412 shares; 2025Q1: 400 shares; 2025Q2: 432 shares; 2025Q3: 26 shares; 2025Q4: 13 shares; 2026Q1: 627 shares 627 $82.2K 0.04% +614 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 369 shares; 2025Q1: 910 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 3,180 shares 3,180 $82K 0.04% -820 Timeline TIP 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 loaded; 2024Q4: 1,576 shares; 2025Q1: 1,592 shares; 2025Q2: 1,675 shares; 2025Q3: 1,036 shares; 2025Q4: 737 shares; 2026Q1: 737 shares 737 $81.3K 0.04% 0 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: not loaded; 2024Q4: 1,754 shares; 2025Q1: 1,632 shares; 2025Q2: 138 shares; 2025Q3: 1,664 shares; 2025Q4: 832 shares; 2026Q1: 832 shares 832 $81.3K 0.04% 0 Timeline JNK 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 loaded; 2024Q4: 347 shares; 2025Q1: 382 shares; 2025Q2: 787 shares; 2025Q3: 1,616 shares; 2025Q4: 932 shares; 2026Q1: 847 shares 847 $81.1K 0.04% -85 Timeline JIRE 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 loaded; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 80 shares; 2025Q3: 160 shares; 2025Q4: 1,125 shares; 2026Q1: 1,070 shares 1,070 $81K 0.04% -55 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: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 500 shares; 2025Q4: 251 shares; 2026Q1: 250 shares 250 $80.7K 0.04% -1 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43 shares; 2025Q3: 34 shares; 2025Q4: not reported; 2026Q1: 1,590 shares 1,590 $80.5K 0.04% new Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 542 shares; 2025Q3: 1,182 shares; 2025Q4: 698 shares; 2026Q1: 698 shares 698 $80.1K 0.04% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 181 shares; 2025Q2: 71 shares; 2025Q3: 143 shares; 2025Q4: 760 shares; 2026Q1: 637 shares 637 $80K 0.04% -123 Timeline EES 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 loaded; 2024Q4: 3,110 shares; 2025Q1: 1,832 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,355 shares; 2026Q1: 1,356 shares 1,356 $78.7K 0.04% +1 Timeline IVOV 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 loaded; 2024Q4: 385 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 1,454 shares; 2025Q4: 789 shares; 2026Q1: 772 shares 772 $78.7K 0.04% -17 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 loaded; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 166 shares; 2025Q3: 332 shares; 2025Q4: 167 shares; 2026Q1: 1,432 shares 1,432 $78.5K 0.04% +1,265 Timeline IGIB 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 loaded; 2024Q4: 152 shares; 2025Q1: 152 shares; 2025Q2: 152 shares; 2025Q3: 6,376 shares; 2025Q4: 3,178 shares; 2026Q1: 1,471 shares 1,471 $78.3K 0.04% -1,707 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 loaded; 2024Q4: 288 shares; 2025Q1: 268 shares; 2025Q2: 266 shares; 2025Q3: 6 shares; 2025Q4: 3 shares; 2026Q1: 1,521 shares 1,521 $78.2K 0.04% +1,518 Timeline SPTS 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 loaded; 2024Q4: 1,320 shares; 2025Q1: 863 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,363 shares; 2026Q1: 2,676 shares 2,676 $78.1K 0.04% +1,313 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99 shares; 2025Q1: 473 shares; 2025Q2: 462 shares; 2025Q3: 530 shares; 2025Q4: 606 shares; 2026Q1: 606 shares 606 $77.7K 0.04% 0 Timeline IWC 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 485 shares; 2026Q1: 485 shares 485 $77.4K 0.04% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 171 shares; 2025Q3: 1,358 shares; 2025Q4: 1,029 shares; 2026Q1: 956 shares 956 $77.4K 0.04% -73 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: not loaded; 2024Q4: 233 shares; 2025Q1: 94 shares; 2025Q2: 166 shares; 2025Q3: 326 shares; 2025Q4: 438 shares; 2026Q1: 583 shares 583 $76.4K 0.04% +145 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 105 shares; 2025Q3: 56 shares; 2025Q4: 1,000 shares; 2026Q1: 900 shares 900 $76.1K 0.04% -100 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 434 shares; 2025Q1: 436 shares; 2025Q2: 517 shares; 2025Q3: 1,116 shares; 2025Q4: 602 shares; 2026Q1: 347 shares 347 $75.4K 0.04% -255 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,408 shares; 2025Q1: 17,801 shares; 2025Q2: 10,478 shares; 2025Q3: 2,480 shares; 2025Q4: 1,240 shares; 2026Q1: 1,615 shares 1,615 $75.4K 0.04% +375 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 loaded; 2024Q4: 1,891 shares; 2025Q1: 5,467 shares; 2025Q2: 584 shares; 2025Q3: 1,302 shares; 2025Q4: 1,021 shares; 2026Q1: 846 shares 846 $75K 0.04% -175 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: not loaded; 2024Q4: 4,214 shares; 2025Q1: 4,249 shares; 2025Q2: 2,253 shares; 2025Q3: 1,600 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $74.4K 0.04% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,426 shares; 2025Q4: 1,713 shares; 2026Q1: 1,713 shares 1,713 $73.8K 0.04% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,799 shares; 2025Q1: 18,799 shares; 2025Q2: 4,874 shares; 2025Q3: 7,746 shares; 2025Q4: 3,873 shares; 2026Q1: 1,864 shares 1,864 $73.2K 0.04% -2,009 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,300 shares; 2025Q1: 5,850 shares; 2025Q2: not reported; 2025Q3: 8,500 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $72.6K 0.04% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares 872 $72.3K 0.04% new Timeline JMHI 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 loaded; 2024Q4: 1,586 shares; 2025Q1: 1,595 shares; 2025Q2: 1,601 shares; 2025Q3: 3,635 shares; 2025Q4: 1,838 shares; 2026Q1: 1,442 shares 1,442 $71.9K 0.04% -396 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,939 shares; 2025Q1: 8,939 shares; 2025Q2: 8,939 shares; 2025Q3: 17,878 shares; 2025Q4: 8,939 shares; 2026Q1: 8,939 shares 8,939 $71.5K 0.04% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 412 shares; 2025Q1: 312 shares; 2025Q2: 355 shares; 2025Q3: 1,826 shares; 2025Q4: 1,247 shares; 2026Q1: 632 shares 632 $71K 0.04% -615 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $70.8K 0.04% 0 Timeline PSF COHEN & STEERS SELECT PFD & More: the full row for COHEN & STEERS SELECT PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,850 shares; 2025Q1: 4,550 shares; 2025Q2: not reported; 2025Q3: 7,300 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650 $70.8K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 604 shares; 2026Q1: 604 shares 604 $69.7K 0.04% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 542 shares; 2025Q1: 119 shares; 2025Q2: 184 shares; 2025Q3: 2,316 shares; 2025Q4: 1,605 shares; 2026Q1: 1,161 shares 1,161 $69.6K 0.04% -444 Timeline FXG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,178 shares; 2025Q4: 1,563 shares; 2026Q1: 1,090 shares 1,090 $69.5K 0.04% -473 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 688 shares; 2025Q4: 344 shares; 2026Q1: 1,064 shares 1,064 $69.4K 0.04% +720 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: not loaded; 2024Q4: 1,679 shares; 2025Q1: 1,691 shares; 2025Q2: 1,621 shares; 2025Q3: 2,380 shares; 2025Q4: 1,356 shares; 2026Q1: 1,370 shares 1,370 $69.3K 0.04% +14 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,042 shares; 2025Q1: 1,798 shares; 2025Q2: 956 shares; 2025Q3: 52 shares; 2025Q4: 407 shares; 2026Q1: 482 shares 482 $68.7K 0.03% +75 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 loaded; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 271 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,494 shares 1,494 $68.1K 0.03% new Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 218 shares; 2025Q3: 432 shares; 2025Q4: 216 shares; 2026Q1: 217 shares 217 $68K 0.03% +1 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 loaded; 2024Q4: 677 shares; 2025Q1: 649 shares; 2025Q2: 649 shares; 2025Q3: 1,154 shares; 2025Q4: 577 shares; 2026Q1: 577 shares 577 $67.9K 0.03% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,918 shares; 2025Q1: 8,211 shares; 2025Q2: 4,091 shares; 2025Q3: 8,182 shares; 2025Q4: 8,211 shares; 2026Q1: 8,211 shares 8,211 $67.6K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 165 shares; 2025Q2: 292 shares; 2025Q3: 2,680 shares; 2025Q4: 1,901 shares; 2026Q1: 1,447 shares 1,447 $67.2K 0.03% -454 Timeline TLH 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 loaded; 2024Q4: 536 shares; 2025Q1: 2,996 shares; 2025Q2: 3,080 shares; 2025Q3: 742 shares; 2025Q4: 666 shares; 2026Q1: 666 shares 666 $67.1K 0.03% 0 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: not loaded; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 367 shares; 2025Q3: 734 shares; 2025Q4: 1,459 shares; 2026Q1: 1,459 shares 1,459 $66.6K 0.03% 0 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: not loaded; 2024Q4: 590 shares; 2025Q1: 620 shares; 2025Q2: 1,027 shares; 2025Q3: 110 shares; 2025Q4: 680 shares; 2026Q1: 680 shares 680 $66.6K 0.03% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 302 shares; 2025Q4: 315 shares; 2026Q1: 364 shares 364 $66.3K 0.03% +49 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 249 shares; 2025Q3: 896 shares; 2025Q4: 1,901 shares; 2026Q1: 2,527 shares 2,527 $66K 0.03% +626 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: not loaded; 2024Q4: 4,465 shares; 2025Q1: 4,234 shares; 2025Q2: 4,277 shares; 2025Q3: 810 shares; 2025Q4: 692 shares; 2026Q1: 692 shares 692 $65.7K 0.03% 0 Timeline FTGS 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 loaded; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 496 shares; 2025Q3: 650 shares; 2025Q4: 1,162 shares; 2026Q1: 1,931 shares 1,931 $65.7K 0.03% +769 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 387 shares 387 $65.4K 0.03% +187 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 341 shares; 2025Q1: 323 shares; 2025Q2: 319 shares; 2025Q3: 366 shares; 2025Q4: 319 shares; 2026Q1: 321 shares 321 $65.4K 0.03% +2 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,030 shares; 2025Q1: 2,030 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,030 shares; 2026Q1: 2,122 shares 2,122 $64.6K 0.03% +92 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 510 shares; 2025Q2: 610 shares; 2025Q3: 46 shares; 2025Q4: 427 shares; 2026Q1: 427 shares 427 $64.3K 0.03% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $63.6K 0.03% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 864 shares; 2026Q1: 834 shares 834 $63.5K 0.03% -30 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 1,092 shares; 2025Q4: 939 shares; 2026Q1: 1,028 shares 1,028 $63.1K 0.03% +89 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 loaded; 2024Q4: 2,278 shares; 2025Q1: 1,662 shares; 2025Q2: 1,684 shares; 2025Q3: 1,174 shares; 2025Q4: 1,201 shares; 2026Q1: 1,201 shares 1,201 $62.4K 0.03% 0 Timeline IDEV 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 loaded; 2024Q4: 489 shares; 2025Q1: 489 shares; 2025Q2: 43 shares; 2025Q3: 996 shares; 2025Q4: 626 shares; 2026Q1: 744 shares 744 $62.2K 0.03% +118 Timeline ARR ARMOUR RESIDENTIAL REIT INC More: the full row for ARMOUR RESIDENTIAL REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,620 shares; 2025Q1: 6,990 shares; 2025Q2: not reported; 2025Q3: 5,400 shares; 2025Q4: 3,200 shares; 2026Q1: 3,700 shares 3,700 $61.7K 0.03% +500 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 248 shares; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 815 shares 815 $61.6K 0.03% +6 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 633 shares; 2025Q1: 1,033 shares; 2025Q2: 100 shares; 2025Q3: 802 shares; 2025Q4: 801 shares; 2026Q1: 1,217 shares 1,217 $61.2K 0.03% +416 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,011 shares; 2026Q1: 3,826 shares 3,826 $60.6K 0.03% +2,815 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,436 shares; 2025Q1: 8,445 shares; 2025Q2: 1,850 shares; 2025Q3: 3,384 shares; 2025Q4: 1,692 shares; 2026Q1: 1,692 shares 1,692 $60.2K 0.03% 0 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,100 shares; 2025Q1: 28,600 shares; 2025Q2: 4,200 shares; 2025Q3: 27,400 shares; 2025Q4: 13,700 shares; 2026Q1: 13,700 shares 13,700 $60.1K 0.03% 0 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: not loaded; 2024Q4: 2,650 shares; 2025Q1: 1,579 shares; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 7,078 shares; 2026Q1: 3,112 shares 3,112 $60.1K 0.03% -3,966 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,769 shares; 2025Q1: 5,769 shares; 2025Q2: not reported; 2025Q3: 7,992 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares 3,996 $59.5K 0.03% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 212 shares; 2025Q3: 468 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $59.2K 0.03% 0 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: not loaded; 2024Q4: 807 shares; 2025Q1: 807 shares; 2025Q2: 1,035 shares; 2025Q3: 1,644 shares; 2025Q4: 800 shares; 2026Q1: 810 shares 810 $58.9K 0.03% +10 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,905 shares; 2025Q1: 1,300 shares; 2025Q2: 201 shares; 2025Q3: 2,528 shares; 2025Q4: 1,271 shares; 2026Q1: 1,264 shares 1,264 $58.1K 0.03% -7 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,750 shares; 2025Q1: 16,250 shares; 2025Q2: not reported; 2025Q3: 19,200 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $58.1K 0.03% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194 shares; 2025Q1: 191 shares; 2025Q2: 190 shares; 2025Q3: 480 shares; 2025Q4: 191 shares; 2026Q1: 376 shares 376 $57.6K 0.03% +185 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,607 shares; 2025Q1: 1,610 shares; 2025Q2: 1,612 shares; 2025Q3: 3,226 shares; 2025Q4: 1,616 shares; 2026Q1: 1,619 shares 1,619 $56.9K 0.03% +3 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: not loaded; 2024Q4: 447 shares; 2025Q1: 447 shares; 2025Q2: 152 shares; 2025Q3: 642 shares; 2025Q4: 616 shares; 2026Q1: 517 shares 517 $56.7K 0.03% -99 Timeline ZAP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 187 shares; 2025Q3: not reported; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares 1,755 $56.4K 0.03% 0 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 4,246 shares; 2026Q1: 4,246 shares 4,246 $55.6K 0.03% 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 loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 118 shares; 2025Q3: 354 shares; 2025Q4: 125 shares; 2026Q1: 125 shares 125 $55.5K 0.03% 0 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 loaded; 2024Q4: 53 shares; 2025Q1: 1,387 shares; 2025Q2: 136 shares; 2025Q3: 20 shares; 2025Q4: 1,208 shares; 2026Q1: 1,208 shares 1,208 $55.3K 0.03% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 350 shares; 2025Q3: 1,190 shares; 2025Q4: 595 shares; 2026Q1: 595 shares 595 $54.8K 0.03% 0 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,548 shares; 2025Q1: 1,385 shares; 2025Q2: not reported; 2025Q3: 1,982 shares; 2025Q4: 183 shares; 2026Q1: 603 shares 603 $54.7K 0.03% +420 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,450 shares; 2025Q1: 3,450 shares; 2025Q2: 3,450 shares; 2025Q3: 4,064 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares 5,825 $54.5K 0.03% 0 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 loaded; 2024Q4: 56 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 186 shares; 2025Q4: 94 shares; 2026Q1: 136 shares 136 $53.9K 0.03% +42 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 696 shares 696 $53.7K 0.03% +396 Timeline ICSH 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 loaded; 2024Q4: 4,550 shares; 2025Q1: 3,600 shares; 2025Q2: not reported; 2025Q3: 2,100 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $53.2K 0.03% 0 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,602 shares; 2025Q1: 7,602 shares; 2025Q2: 7,602 shares; 2025Q3: 15,204 shares; 2025Q4: 7,602 shares; 2026Q1: 7,602 shares 7,602 $52.4K 0.03% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 589 shares; 2026Q1: 2,155 shares 2,155 $52.3K 0.03% +1,566 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: not loaded; 2024Q4: 1,481 shares; 2025Q1: 1,277 shares; 2025Q2: 1,233 shares; 2025Q3: 2,504 shares; 2025Q4: 988 shares; 2026Q1: 738 shares 738 $52.2K 0.03% -250 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,255 shares; 2025Q1: 2,175 shares; 2025Q2: 2,090 shares; 2025Q3: 1,592 shares; 2025Q4: 864 shares; 2026Q1: 472 shares 472 $51.8K 0.03% -392 Timeline NAZ NUVEEN ARIZONA QLTY MUN INC More: the full row for NUVEEN ARIZONA QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 8,620 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares 4,310 $51.7K 0.03% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 343 shares; 2025Q1: 367 shares; 2025Q2: 364 shares; 2025Q3: 660 shares; 2025Q4: 297 shares; 2026Q1: 299 shares 299 $51.6K 0.03% +2 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,102 shares; 2026Q1: 1,138 shares 1,138 $51.5K 0.03% +36 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 235 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: 470 shares; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $51.2K 0.03% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 440 shares; 2025Q1: 640 shares; 2025Q2: 300 shares; 2025Q3: 602 shares; 2025Q4: 307 shares; 2026Q1: 301 shares 301 $50.9K 0.03% -6 Timeline BRTR 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,004 shares; 2026Q1: 1,011 shares 1,011 $50.8K 0.03% +7 Timeline PWZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,499 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 2,998 shares; 2025Q4: 2,103 shares; 2026Q1: 2,124 shares 2,124 $50.7K 0.03% +21 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 loaded; 2024Q4: 90 shares; 2025Q1: 113 shares; 2025Q2: 123 shares; 2025Q3: 152 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $50.4K 0.03% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 416 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $50.3K 0.03% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,459 shares; 2025Q1: 9,016 shares; 2025Q2: 9,016 shares; 2025Q3: 18,032 shares; 2025Q4: 9,016 shares; 2026Q1: 6,668 shares 6,668 $50.3K 0.03% -2,348 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 loaded; 2024Q4: not reported; 2025Q1: 801 shares; 2025Q2: 136 shares; 2025Q3: 4 shares; 2025Q4: 599 shares; 2026Q1: 599 shares 599 $50.1K 0.03% 0 Timeline IAT 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares 930 $50.1K 0.03% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,989 shares; 2025Q1: 3,042 shares; 2025Q2: 2,790 shares; 2025Q3: 457 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $48.9K 0.02% 0 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: not loaded; 2024Q4: 536 shares; 2025Q1: 536 shares; 2025Q2: 626 shares; 2025Q3: 800 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $48.3K 0.02% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,850 shares; 2025Q1: 6,851 shares; 2025Q2: 158 shares; 2025Q3: 8,388 shares; 2025Q4: 4,430 shares; 2026Q1: 4,430 shares 4,430 $48.2K 0.02% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 884 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: not reported; 2025Q4: 2,068 shares; 2026Q1: 2,068 shares 2,068 $48K 0.02% 0 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 131 shares; 2025Q1: 132 shares; 2025Q2: 712 shares; 2025Q3: 1,633 shares; 2025Q4: 820 shares; 2026Q1: 726 shares 726 $47.8K 0.02% -94 Timeline IAGG 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 loaded; 2024Q4: 321 shares; 2025Q1: 289 shares; 2025Q2: 237 shares; 2025Q3: 1,224 shares; 2025Q4: 956 shares; 2026Q1: 956 shares 956 $47.8K 0.02% 0 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: not loaded; 2024Q4: 1,742 shares; 2025Q1: 21,804 shares; 2025Q2: 1,103 shares; 2025Q3: 263 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $47.8K 0.02% 0 Timeline SUSC 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 loaded; 2024Q4: 2,602 shares; 2025Q1: 2,792 shares; 2025Q2: 2,632 shares; 2025Q3: 3,514 shares; 2025Q4: 1,783 shares; 2026Q1: 2,057 shares 2,057 $47.6K 0.02% +274 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300 $46.8K 0.02% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,509 shares; 2025Q1: 6,301 shares; 2025Q2: 7,142 shares; 2025Q3: 950 shares; 2025Q4: 1,401 shares; 2026Q1: 1,401 shares 1,401 $46.8K 0.02% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 70 shares; 2025Q2: 50 shares; 2025Q3: 100 shares; 2025Q4: 130 shares; 2026Q1: 130 shares 130 $46.7K 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $46.6K 0.02% 0 Timeline IXN 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 loaded; 2024Q4: 1,873 shares; 2025Q1: 1,984 shares; 2025Q2: 1,874 shares; 2025Q3: 996 shares; 2025Q4: 464 shares; 2026Q1: 464 shares 464 $46.4K 0.02% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 560 shares; 2025Q3: 1,120 shares; 2025Q4: 560 shares; 2026Q1: 560 shares 560 $46.2K 0.02% 0 Timeline BUFZ 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 loaded; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 3,500 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $46K 0.02% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,350 shares; 2025Q1: 7,050 shares; 2025Q2: not reported; 2025Q3: 5,200 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $45.8K 0.02% 0 Timeline FDN 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 loaded; 2024Q4: 145 shares; 2025Q1: 145 shares; 2025Q2: 145 shares; 2025Q3: 402 shares; 2025Q4: 219 shares; 2026Q1: 194 shares 194 $45.4K 0.02% -25 Timeline SPSM 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 loaded; 2024Q4: 1,438 shares; 2025Q1: 484 shares; 2025Q2: 126 shares; 2025Q3: 862 shares; 2025Q4: 938 shares; 2026Q1: 939 shares 939 $45.4K 0.02% +1 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: not loaded; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 34 shares; 2025Q3: 430 shares; 2025Q4: 885 shares; 2026Q1: 469 shares 469 $45.2K 0.02% -416 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,489 shares; 2025Q1: 1,491 shares; 2025Q2: 1,492 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216 shares 216 $44.9K 0.02% new Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,234 shares; 2025Q1: 1,234 shares; 2025Q2: 1,061 shares; 2025Q3: 2,122 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061 $44.9K 0.02% 0 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: not loaded; 2024Q4: 106 shares; 2025Q1: 76 shares; 2025Q2: not reported; 2025Q3: 206 shares; 2025Q4: 86 shares; 2026Q1: 103 shares 103 $44.7K 0.02% +17 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 loaded; 2024Q4: 1,897 shares; 2025Q1: 1,444 shares; 2025Q2: 1,324 shares; 2025Q3: 772 shares; 2025Q4: 557 shares; 2026Q1: 397 shares 397 $44.2K 0.02% -160 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: not reported; 2025Q3: 608 shares; 2025Q4: 204 shares; 2026Q1: 204 shares 204 $43.3K 0.02% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 695 shares; 2025Q1: 695 shares; 2025Q2: 695 shares; 2025Q3: 740 shares; 2025Q4: 580 shares; 2026Q1: 580 shares 580 $43.1K 0.02% 0 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: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 145 shares; 2025Q3: 406 shares; 2025Q4: 817 shares; 2026Q1: 363 shares 363 $43.1K 0.02% -454 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares 220 $43K 0.02% new Timeline AIVI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 789 shares 789 $42.7K 0.02% +1 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,580 shares; 2025Q1: 37,580 shares; 2025Q2: 9,211 shares; 2025Q3: 23,120 shares; 2025Q4: 11,560 shares; 2026Q1: 8,330 shares 8,330 $42.5K 0.02% -3,230 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 386 shares; 2025Q3: 704 shares; 2025Q4: 352 shares; 2026Q1: 352 shares 352 $42.3K 0.02% 0 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 loaded; 2024Q4: 400 shares; 2025Q1: 465 shares; 2025Q2: 365 shares; 2025Q3: 3,402 shares; 2025Q4: 1,122 shares; 2026Q1: 344 shares 344 $42.2K 0.02% -778 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 713 shares; 2025Q1: 732 shares; 2025Q2: 368 shares; 2025Q3: 818 shares; 2025Q4: 609 shares; 2026Q1: 552 shares 552 $42.1K 0.02% -57 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 712 shares; 2025Q3: 1,435 shares; 2025Q4: 724 shares; 2026Q1: 729 shares 729 $42K 0.02% +5 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 254 shares; 2025Q3: 510 shares; 2025Q4: 256 shares; 2026Q1: 256 shares 256 $42K 0.02% 0 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: not loaded; 2024Q4: 1,135 shares; 2025Q1: 975 shares; 2025Q2: 901 shares; 2025Q3: 30 shares; 2025Q4: 205 shares; 2026Q1: 206 shares 206 $41.9K 0.02% +1 Timeline PTIN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,287 shares 1,287 $41.9K 0.02% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 288 shares; 2025Q1: 274 shares; 2025Q2: 164 shares; 2025Q3: 380 shares; 2025Q4: 206 shares; 2026Q1: 205 shares 205 $41.2K 0.02% -1 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45 shares; 2025Q1: 45 shares; 2025Q2: 66 shares; 2025Q3: 900 shares; 2025Q4: 1,639 shares; 2026Q1: 751 shares 751 $40.6K 0.02% -888 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 960 shares; 2026Q1: 1,785 shares 1,785 $40.4K 0.02% +825 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: not loaded; 2024Q4: 281 shares; 2025Q1: 281 shares; 2025Q2: 81 shares; 2025Q3: 894 shares; 2025Q4: 294 shares; 2026Q1: 295 shares 295 $40.4K 0.02% +1 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: not loaded; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $40.1K 0.02% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 148 shares; 2025Q1: 148 shares; 2025Q2: 148 shares; 2025Q3: 306 shares; 2025Q4: 149 shares; 2026Q1: 150 shares 150 $40K 0.02% +1 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,706 shares; 2025Q1: 2,277 shares; 2025Q2: 1,057 shares; 2025Q3: 1,186 shares; 2025Q4: 593 shares; 2026Q1: 593 shares 593 $39.8K 0.02% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,887 shares; 2025Q1: 4,213 shares; 2025Q2: 3,000 shares; 2025Q3: 7,400 shares; 2025Q4: 3,700 shares; 2026Q1: 3,700 shares 3,700 $39.7K 0.02% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 251 shares; 2025Q3: 650 shares; 2025Q4: 285 shares; 2026Q1: 200 shares 200 $39.4K 0.02% -85 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 474 shares; 2025Q1: 474 shares; 2025Q2: 474 shares; 2025Q3: 686 shares; 2025Q4: 541 shares; 2026Q1: 550 shares 550 $39.2K 0.02% +9 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,246 shares; 2025Q4: 57 shares; 2026Q1: 391 shares 391 $39.1K 0.02% +334 Timeline ESGD 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 loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 204 shares; 2025Q3: 922 shares; 2025Q4: 465 shares; 2026Q1: 405 shares 405 $38.7K 0.02% -60 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 177 shares 177 $38.7K 0.02% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,025 shares; 2025Q3: 2,560 shares; 2025Q4: 1,280 shares; 2026Q1: 780 shares 780 $38.7K 0.02% -500 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,312 shares; 2025Q1: 820 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 764 shares; 2026Q1: 1,554 shares 1,554 $38.5K 0.02% +790 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 loaded; 2024Q4: 298 shares; 2025Q1: 98 shares; 2025Q2: 119 shares; 2025Q3: 196 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $38.4K 0.02% 0 Timeline FV 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 loaded; 2024Q4: 3,779 shares; 2025Q1: 3,759 shares; 2025Q2: 3,759 shares; 2025Q3: 1,458 shares; 2025Q4: 557 shares; 2026Q1: 634 shares 634 $38.3K 0.02% +77 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 869 shares; 2025Q4: 436 shares; 2026Q1: 101 shares 101 $38.3K 0.02% -335 Timeline SHAG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 802 shares 802 $38.2K 0.02% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 568 shares; 2025Q1: 1,139 shares; 2025Q2: 19 shares; 2025Q3: 292 shares; 2025Q4: 348 shares; 2026Q1: 368 shares 368 $38.1K 0.02% +20 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,747 shares; 2025Q1: 1,928 shares; 2025Q2: 1,928 shares; 2025Q3: 3,184 shares; 2025Q4: 1,315 shares; 2026Q1: 1,315 shares 1,315 $38.1K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 564 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 832 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $37.9K 0.02% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 810 shares; 2025Q4: 855 shares; 2026Q1: 405 shares 405 $37.4K 0.02% -450 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 722 shares; 2025Q1: 719 shares; 2025Q2: 381 shares; 2025Q3: 668 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $37.4K 0.02% 0 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: not loaded; 2024Q4: 313 shares; 2025Q1: 352 shares; 2025Q2: 374 shares; 2025Q3: 824 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $37.1K 0.02% 0 Timeline MDYV 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 loaded; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 16 shares; 2025Q3: 870 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $37K 0.02% 0 Timeline IJT 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 loaded; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: not reported; 2025Q4: 450 shares; 2026Q1: 255 shares 255 $36.9K 0.02% -195 Timeline IGF 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 loaded; 2024Q4: not reported; 2025Q1: 640 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares; 2026Q1: 550 shares 550 $36.9K 0.02% -90 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 290 shares; 2026Q1: 291 shares 291 $36.7K 0.02% +1 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,860 shares; 2025Q1: 1,860 shares; 2025Q2: 674 shares; 2025Q3: 112 shares; 2025Q4: 179 shares; 2026Q1: 166 shares 166 $36.2K 0.02% -13 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: not loaded; 2024Q4: 200 shares; 2025Q1: 400 shares; 2025Q2: 200 shares; 2025Q3: 498 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $36.2K 0.02% 0 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,507 shares; 2025Q1: 1,515 shares; 2025Q2: 1,521 shares; 2025Q3: 1,600 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $35.9K 0.02% 0 Timeline ORA ORMAT TECHNOLOGIES INC More: the full row for ORMAT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 360 shares; 2025Q4: 180 shares; 2026Q1: 320 shares 320 $35.8K 0.02% +140 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 3,301 shares 3,301 $35.8K 0.02% +1,151 Timeline SUSB 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 loaded; 2024Q4: 1,422 shares; 2025Q1: 1,432 shares; 2025Q2: 1,448 shares; 2025Q3: 2,925 shares; 2025Q4: 1,485 shares; 2026Q1: 1,425 shares 1,425 $35.7K 0.02% -60 Timeline RDVI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 1,396 shares 1,396 $35.7K 0.02% +978 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: not loaded; 2024Q4: 1,114 shares; 2025Q1: 5,986 shares; 2025Q2: 6,511 shares; 2025Q3: 1,586 shares; 2025Q4: 770 shares; 2026Q1: 967 shares 967 $35.5K 0.02% +197 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $35.1K 0.02% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 220 shares; 2025Q1: 158 shares; 2025Q2: 482 shares; 2025Q3: 766 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $35.1K 0.02% 0 Timeline STIP 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 loaded; 2024Q4: 567 shares; 2025Q1: 2,791 shares; 2025Q2: 23,644 shares; 2025Q3: 460 shares; 2025Q4: 338 shares; 2026Q1: 338 shares 338 $35K 0.02% 0 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 542 shares 542 $34.8K 0.02% 0 Timeline