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: 43,603 shares; 2024Q4: 45,980 shares; 2025Q1: 47,254 shares; 2025Q2: 48,711 shares; 2025Q3: 48,266 shares; 2025Q4: 45,497 shares; 2026Q1: 45,754 shares 45,754 $26.4M 5.63% +257 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: 303,808 shares; 2024Q4: 314,716 shares; 2025Q1: 322,095 shares; 2025Q2: 327,863 shares; 2025Q3: 322,440 shares; 2025Q4: 303,036 shares; 2026Q1: 282,951 shares 282,951 $26.2M 5.59% -20,085 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165,969 shares; 2024Q4: 184,186 shares; 2025Q1: 202,524 shares; 2025Q2: 215,602 shares; 2025Q3: 221,058 shares; 2025Q4: 239,916 shares; 2026Q1: 242,987 shares 242,987 $18.6M 3.96% +3,071 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: 66,940 shares; 2024Q4: 72,108 shares; 2025Q1: 75,497 shares; 2025Q2: 76,902 shares; 2025Q3: 76,938 shares; 2025Q4: 76,552 shares; 2026Q1: 73,561 shares 73,561 $14.1M 3.01% -2,991 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,412 shares; 2024Q4: 4,062 shares; 2025Q1: 6,208 shares; 2025Q2: 6,208 shares; 2025Q3: 4,328 shares; 2025Q4: 338,951 shares; 2026Q1: 337,909 shares 337,909 $12.5M 2.67% -1,042 Timeline ARWG ARCHER INVT SER TR More: the full row for ARCHER INVT SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100,706 shares; 2026Q1: 474,372 shares 474,372 $10.9M 2.31% +373,666 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,189 shares; 2025Q4: 228,736 shares; 2026Q1: 308,540 shares 308,540 $10.3M 2.2% +79,804 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,893 shares; 2026Q1: 98,311 shares 98,311 $8.42M 1.79% +40,418 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,460 shares; 2024Q4: 30,867 shares; 2025Q1: 29,917 shares; 2025Q2: 29,474 shares; 2025Q3: 29,579 shares; 2025Q4: 29,994 shares; 2026Q1: 29,476 shares 29,476 $7.48M 1.59% -518 Timeline ZAUG 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: 407,301 shares; 2024Q4: 391,702 shares; 2025Q1: 376,581 shares; 2025Q2: 370,206 shares; 2025Q3: 391,502 shares; 2025Q4: 313,842 shares; 2026Q1: 258,920 shares 258,920 $6.89M 1.47% -54,922 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: 2,728 shares; 2024Q4: 2,827 shares; 2025Q1: 2,793 shares; 2025Q2: 2,785 shares; 2025Q3: 7,582 shares; 2025Q4: 7,732 shares; 2026Q1: 7,467 shares 7,467 $6.87M 1.46% -265 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: 49,519 shares; 2024Q4: 49,512 shares; 2025Q1: 49,437 shares; 2025Q2: 49,437 shares; 2025Q3: 49,417 shares; 2025Q4: 49,368 shares; 2026Q1: 49,268 shares 49,268 $6.51M 1.39% -100 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: 12,857 shares; 2024Q4: 12,886 shares; 2025Q1: 13,704 shares; 2025Q2: 13,671 shares; 2025Q3: 13,328 shares; 2025Q4: 13,542 shares; 2026Q1: 17,514 shares 17,514 $6.48M 1.38% +3,972 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: 18,751 shares; 2024Q4: 18,776 shares; 2025Q1: 17,702 shares; 2025Q2: 15,713 shares; 2025Q3: 15,796 shares; 2025Q4: 16,252 shares; 2026Q1: 20,910 shares 20,910 $6.01M 1.28% +4,658 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 145,140 shares; 2026Q1: 234,922 shares 234,922 $5.39M 1.15% +89,782 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213,686 shares; 2026Q1: 215,198 shares 215,198 $4.93M 1.05% +1,512 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: 16,865 shares; 2024Q4: 15,115 shares; 2025Q1: 17,717 shares; 2025Q2: 17,784 shares; 2025Q3: 17,236 shares; 2025Q4: 15,813 shares; 2026Q1: 15,747 shares 15,747 $4.87M 1.04% -66 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: 26,678 shares; 2024Q4: 26,005 shares; 2025Q1: 22,886 shares; 2025Q2: 23,055 shares; 2025Q3: 22,739 shares; 2025Q4: 21,886 shares; 2026Q1: 26,444 shares 26,444 $4.61M 0.98% +4,558 Timeline PXF 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: 65,292 shares; 2024Q4: 65,741 shares; 2025Q1: 65,026 shares; 2025Q2: 66,099 shares; 2025Q3: 68,930 shares; 2025Q4: 65,290 shares; 2026Q1: 64,920 shares 64,920 $4.54M 0.97% -370 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: 18,182 shares; 2024Q4: 18,183 shares; 2025Q1: 18,073 shares; 2025Q2: 18,118 shares; 2025Q3: 17,663 shares; 2025Q4: 14,845 shares; 2026Q1: 15,018 shares 15,018 $4.42M 0.94% +173 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: 8,246 shares; 2024Q4: 8,145 shares; 2025Q1: 7,352 shares; 2025Q2: 7,158 shares; 2025Q3: 7,149 shares; 2025Q4: 7,048 shares; 2026Q1: 7,048 shares 7,048 $4.03M 0.86% 0 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: 16,227 shares; 2024Q4: 16,227 shares; 2025Q1: 17,288 shares; 2025Q2: 17,008 shares; 2025Q3: 17,139 shares; 2025Q4: 16,488 shares; 2026Q1: 15,540 shares 15,540 $3.8M 0.81% -948 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: 20,018 shares; 2024Q4: 19,372 shares; 2025Q1: 19,173 shares; 2025Q2: 19,072 shares; 2025Q3: 19,068 shares; 2025Q4: 18,914 shares; 2026Q1: 17,037 shares 17,037 $3.66M 0.78% -1,877 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: 13,259 shares; 2024Q4: 13,245 shares; 2025Q1: 13,959 shares; 2025Q2: 13,716 shares; 2025Q3: 13,359 shares; 2025Q4: 13,287 shares; 2026Q1: 17,497 shares 17,497 $3.64M 0.78% +4,210 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: 6,406 shares; 2024Q4: 6,414 shares; 2025Q1: 6,738 shares; 2025Q2: 6,244 shares; 2025Q3: 6,237 shares; 2025Q4: 6,264 shares; 2026Q1: 5,807 shares 5,807 $3.51M 0.75% -457 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: 44,588 shares; 2024Q4: 42,122 shares; 2025Q1: 44,145 shares; 2025Q2: 41,757 shares; 2025Q3: 39,882 shares; 2025Q4: 34,766 shares; 2026Q1: 33,099 shares 33,099 $3.33M 0.71% -1,667 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: 64,130 shares; 2024Q4: 81,565 shares; 2025Q1: 95,848 shares; 2025Q2: 104,480 shares; 2025Q3: 111,117 shares; 2025Q4: 82,971 shares; 2026Q1: 58,259 shares 58,259 $3.3M 0.7% -24,712 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,797 shares; 2025Q2: 12,875 shares; 2025Q3: 12,725 shares; 2025Q4: 10,769 shares; 2026Q1: 118,129 shares 118,129 $3.22M 0.69% +107,360 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: 22,932 shares; 2024Q4: 22,933 shares; 2025Q1: 23,686 shares; 2025Q2: 23,644 shares; 2025Q3: 23,695 shares; 2025Q4: 20,451 shares; 2026Q1: 18,824 shares 18,824 $3.19M 0.68% -1,627 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: 15,241 shares; 2024Q4: 15,084 shares; 2025Q1: 15,390 shares; 2025Q2: 14,827 shares; 2025Q3: 14,379 shares; 2025Q4: 13,764 shares; 2026Q1: 12,720 shares 12,720 $3.15M 0.67% -1,044 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,423 shares; 2024Q4: 67,415 shares; 2025Q1: 67,078 shares; 2025Q2: 67,171 shares; 2025Q3: 68,824 shares; 2025Q4: 68,337 shares; 2026Q1: 69,100 shares 69,100 $3.15M 0.67% +763 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: 36,928 shares; 2024Q4: 36,936 shares; 2025Q1: 32,071 shares; 2025Q2: 31,973 shares; 2025Q3: 31,981 shares; 2025Q4: 31,677 shares; 2026Q1: 31,684 shares 31,684 $2.94M 0.63% +7 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: 23,160 shares; 2024Q4: 23,162 shares; 2025Q1: 26,400 shares; 2025Q2: 24,021 shares; 2025Q3: 23,706 shares; 2025Q4: 26,831 shares; 2026Q1: 24,092 shares 24,092 $2.9M 0.62% -2,739 Timeline DDFN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,397 shares; 2026Q1: 151,754 shares 151,754 $2.88M 0.61% +357 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: 33,321 shares; 2024Q4: 46,680 shares; 2025Q1: 58,170 shares; 2025Q2: 64,046 shares; 2025Q3: 68,320 shares; 2025Q4: 55,734 shares; 2026Q1: 43,708 shares 43,708 $2.8M 0.6% -12,026 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,255 shares; 2024Q4: 5,285 shares; 2025Q1: 5,285 shares; 2025Q2: 4,530 shares; 2025Q3: 4,500 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $2.8M 0.6% 0 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,753 shares; 2026Q1: 126,753 shares 126,753 $2.72M 0.58% 0 Timeline UAUG 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: 167,723 shares; 2024Q4: 158,345 shares; 2025Q1: 152,460 shares; 2025Q2: 148,851 shares; 2025Q3: 153,263 shares; 2025Q4: 83,079 shares; 2026Q1: 67,831 shares 67,831 $2.67M 0.57% -15,248 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,098 shares; 2024Q4: 128,502 shares; 2025Q1: 137,452 shares; 2025Q2: 143,475 shares; 2025Q3: 144,516 shares; 2025Q4: 91,592 shares; 2026Q1: 50,967 shares 50,967 $2.62M 0.56% -40,625 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136,229 shares 136,229 $2.56M 0.54% new 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: 17,276 shares; 2024Q4: 17,278 shares; 2025Q1: 17,236 shares; 2025Q2: 17,242 shares; 2025Q3: 17,171 shares; 2025Q4: 16,948 shares; 2026Q1: 17,377 shares 17,377 $2.48M 0.53% +429 Timeline FSIG 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: 112,263 shares; 2024Q4: 117,720 shares; 2025Q1: 117,069 shares; 2025Q2: 119,210 shares; 2025Q3: 122,447 shares; 2025Q4: 124,069 shares; 2026Q1: 126,970 shares 126,970 $2.4M 0.51% +2,901 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: 28,970 shares; 2024Q4: 29,012 shares; 2025Q1: 27,366 shares; 2025Q2: 27,938 shares; 2025Q3: 20,506 shares; 2025Q4: 20,757 shares; 2026Q1: 18,861 shares 18,861 $2.34M 0.5% -1,896 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,207 shares; 2025Q2: 21,693 shares; 2025Q3: 30,611 shares; 2025Q4: 29,630 shares; 2026Q1: 40,250 shares 40,250 $2.16M 0.46% +10,620 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: 3,721 shares; 2024Q4: 3,611 shares; 2025Q1: 3,673 shares; 2025Q2: 4,106 shares; 2025Q3: 4,123 shares; 2025Q4: 4,106 shares; 2026Q1: 4,289 shares 4,289 $2.14M 0.46% +183 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: 20,601 shares; 2024Q4: 20,052 shares; 2025Q1: 21,648 shares; 2025Q2: 21,167 shares; 2025Q3: 21,498 shares; 2025Q4: 22,116 shares; 2026Q1: 19,819 shares 19,819 $2.1M 0.45% -2,297 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 5,581 shares; 2025Q1: 5,135 shares; 2025Q2: 5,120 shares; 2025Q3: 5,120 shares; 2025Q4: 4,855 shares; 2026Q1: 4,867 shares 4,867 $2.08M 0.44% +12 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,519 shares; 2024Q4: 29,287 shares; 2025Q1: 28,343 shares; 2025Q2: 49,391 shares; 2025Q3: 67,672 shares; 2025Q4: 73,446 shares; 2026Q1: 73,546 shares 73,546 $2.07M 0.44% +100 Timeline FPE 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: 263,222 shares; 2024Q4: 252,521 shares; 2025Q1: 248,986 shares; 2025Q2: 235,626 shares; 2025Q3: 210,395 shares; 2025Q4: 133,179 shares; 2026Q1: 115,836 shares 115,836 $2.06M 0.44% -17,343 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: 4,611 shares; 2024Q4: 4,690 shares; 2025Q1: 5,670 shares; 2025Q2: 5,671 shares; 2025Q3: 4,392 shares; 2025Q4: 4,021 shares; 2026Q1: 4,170 shares 4,170 $2M 0.43% +149 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: 4,974 shares; 2024Q4: 5,001 shares; 2025Q1: 3,756 shares; 2025Q2: 4,455 shares; 2025Q3: 4,455 shares; 2025Q4: 4,234 shares; 2026Q1: 6,610 shares 6,610 $2M 0.43% +2,376 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: 5,200 shares; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares 5,200 $1.98M 0.42% 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: 2,900 shares; 2024Q4: 2,946 shares; 2025Q1: 3,193 shares; 2025Q2: 3,266 shares; 2025Q3: 3,092 shares; 2025Q4: 2,977 shares; 2026Q1: 3,003 shares 3,003 $1.96M 0.42% +26 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: 14,699 shares; 2024Q4: 14,699 shares; 2025Q1: 14,699 shares; 2025Q2: 14,699 shares; 2025Q3: 14,699 shares; 2025Q4: 14,699 shares; 2026Q1: 14,699 shares 14,699 $1.93M 0.41% 0 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: 5,557 shares; 2024Q4: 5,565 shares; 2025Q1: 5,628 shares; 2025Q2: 5,615 shares; 2025Q3: 5,657 shares; 2025Q4: 5,622 shares; 2026Q1: 5,571 shares 5,571 $1.83M 0.39% -51 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,661 shares; 2024Q4: 30,288 shares; 2025Q1: 46,865 shares; 2025Q2: 46,714 shares; 2025Q3: 36,774 shares; 2025Q4: 48,261 shares; 2026Q1: 48,024 shares 48,024 $1.83M 0.39% -237 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: 35,091 shares; 2024Q4: 25,951 shares; 2025Q1: 25,402 shares; 2025Q2: 24,770 shares; 2025Q3: 24,770 shares; 2025Q4: 24,422 shares; 2026Q1: 24,422 shares 24,422 $1.75M 0.37% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,432 shares; 2025Q3: 1,434 shares; 2025Q4: 3,619 shares; 2026Q1: 3,694 shares 3,694 $1.75M 0.37% +75 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: 11,449 shares; 2024Q4: 11,450 shares; 2025Q1: 10,840 shares; 2025Q2: 10,858 shares; 2025Q3: 10,859 shares; 2025Q4: 11,007 shares; 2026Q1: 8,256 shares 8,256 $1.71M 0.36% -2,751 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,389 shares; 2024Q4: 20,061 shares; 2025Q1: 22,045 shares; 2025Q2: 24,628 shares; 2025Q3: 24,747 shares; 2025Q4: 23,054 shares; 2026Q1: 22,474 shares 22,474 $1.69M 0.36% -580 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,400 shares; 2025Q2: 37,400 shares; 2025Q3: 37,400 shares; 2025Q4: 37,400 shares; 2026Q1: 39,837 shares 39,837 $1.6M 0.34% +2,437 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: 10,819 shares; 2024Q4: 10,819 shares; 2025Q1: 10,820 shares; 2025Q2: 9,489 shares; 2025Q3: 10,007 shares; 2025Q4: 9,994 shares; 2026Q1: 9,995 shares 9,995 $1.55M 0.33% +1 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: 14,187 shares; 2024Q4: 14,193 shares; 2025Q1: 17,429 shares; 2025Q2: 30,184 shares; 2025Q3: 30,290 shares; 2025Q4: 31,344 shares; 2026Q1: 31,793 shares 31,793 $1.55M 0.33% +449 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: 15,784 shares; 2024Q4: 15,754 shares; 2025Q1: 15,479 shares; 2025Q2: 15,261 shares; 2025Q3: 15,304 shares; 2025Q4: 15,055 shares; 2026Q1: 15,912 shares 15,912 $1.53M 0.33% +857 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: 25,313 shares; 2024Q4: 24,671 shares; 2025Q1: 24,671 shares; 2025Q2: 24,672 shares; 2025Q3: 24,018 shares; 2025Q4: 24,318 shares; 2026Q1: 24,272 shares 24,272 $1.47M 0.31% -46 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: 5,375 shares; 2024Q4: 5,682 shares; 2025Q1: 5,683 shares; 2025Q2: 5,919 shares; 2025Q3: 6,029 shares; 2025Q4: 3,167 shares; 2026Q1: 2,428 shares 2,428 $1.45M 0.31% -739 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,191 shares; 2026Q1: 74,904 shares 74,904 $1.42M 0.3% +713 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: 7,913 shares; 2024Q4: 8,053 shares; 2025Q1: 8,786 shares; 2025Q2: 8,782 shares; 2025Q3: 8,104 shares; 2025Q4: 6,632 shares; 2026Q1: 6,474 shares 6,474 $1.41M 0.3% -158 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: 2,518 shares; 2024Q4: 2,777 shares; 2025Q1: 2,866 shares; 2025Q2: 2,949 shares; 2025Q3: 4,886 shares; 2025Q4: 5,784 shares; 2026Q1: 5,063 shares 5,063 $1.37M 0.29% -721 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: 8,735 shares; 2024Q4: 8,735 shares; 2025Q1: 8,050 shares; 2025Q2: 13,550 shares; 2025Q3: 13,550 shares; 2025Q4: 14,850 shares; 2026Q1: 14,850 shares 14,850 $1.34M 0.29% 0 Timeline ZJUL 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: 61,952 shares; 2024Q4: 59,093 shares; 2025Q1: 54,957 shares; 2025Q2: 59,544 shares; 2025Q3: 64,980 shares; 2025Q4: 49,529 shares; 2026Q1: 45,801 shares 45,801 $1.33M 0.28% -3,728 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: 2,916 shares; 2024Q4: 2,916 shares; 2025Q1: 2,933 shares; 2025Q2: 2,933 shares; 2025Q3: 2,933 shares; 2025Q4: 2,790 shares; 2026Q1: 3,075 shares 3,075 $1.32M 0.28% +285 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: 2,048 shares; 2024Q4: 2,148 shares; 2025Q1: 2,112 shares; 2025Q2: 2,138 shares; 2025Q3: 2,091 shares; 2025Q4: 2,046 shares; 2026Q1: 2,035 shares 2,035 $1.32M 0.28% -11 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,867 shares; 2024Q4: 3,864 shares; 2025Q1: 3,665 shares; 2025Q2: 3,665 shares; 2025Q3: 3,665 shares; 2025Q4: 3,662 shares; 2026Q1: 3,662 shares 3,662 $1.3M 0.28% 0 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: 9,068 shares; 2024Q4: 9,385 shares; 2025Q1: 9,386 shares; 2025Q2: 9,388 shares; 2025Q3: 9,219 shares; 2025Q4: 9,221 shares; 2026Q1: 9,222 shares 9,222 $1.25M 0.27% +1 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: 56,563 shares; 2024Q4: 52,063 shares; 2025Q1: 51,863 shares; 2025Q2: 51,863 shares; 2025Q3: 48,863 shares; 2025Q4: 45,114 shares; 2026Q1: 37,241 shares 37,241 $1.25M 0.27% -7,873 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: 8,268 shares; 2024Q4: 58,270 shares; 2025Q1: 122,623 shares; 2025Q2: 122,925 shares; 2025Q3: 122,635 shares; 2025Q4: 107,089 shares; 2026Q1: 107,092 shares 107,092 $1.24M 0.26% +3 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 327,156 shares; 2024Q4: 14,764 shares; 2025Q1: 14,764 shares; 2025Q2: 32,179 shares; 2025Q3: 30,959 shares; 2025Q4: 30,959 shares; 2026Q1: 30,959 shares 30,959 $1.22M 0.26% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,757 shares; 2024Q4: 8,756 shares; 2025Q1: 8,741 shares; 2025Q2: 8,741 shares; 2025Q3: 8,646 shares; 2025Q4: 8,647 shares; 2026Q1: 8,038 shares 8,038 $1.19M 0.25% -609 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,688 shares; 2024Q4: 11,688 shares; 2025Q1: 11,688 shares; 2025Q2: 11,688 shares; 2025Q3: 11,688 shares; 2025Q4: 11,688 shares; 2026Q1: 11,688 shares 11,688 $1.19M 0.25% 0 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: 7,763 shares; 2024Q4: 7,761 shares; 2025Q1: 7,764 shares; 2025Q2: 7,768 shares; 2025Q3: 7,771 shares; 2025Q4: 7,840 shares; 2026Q1: 7,755 shares 7,755 $1.17M 0.25% -85 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 3,110 shares; 2025Q1: 3,970 shares; 2025Q2: 3,970 shares; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares; 2026Q1: 5,066 shares 5,066 $1.16M 0.25% +1,096 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: 5,162 shares; 2024Q4: 5,162 shares; 2025Q1: 5,162 shares; 2025Q2: 5,162 shares; 2025Q3: 5,162 shares; 2025Q4: 5,062 shares; 2026Q1: 5,062 shares 5,062 $1.14M 0.24% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,109 shares; 2024Q4: 6,109 shares; 2025Q1: 6,109 shares; 2025Q2: 6,109 shares; 2025Q3: 6,109 shares; 2025Q4: 6,109 shares; 2026Q1: 8,709 shares 8,709 $1.14M 0.24% +2,600 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: 6,732 shares; 2024Q4: 4,632 shares; 2025Q1: 4,645 shares; 2025Q2: 4,640 shares; 2025Q3: 4,640 shares; 2025Q4: 4,674 shares; 2026Q1: 4,674 shares 4,674 $1.13M 0.24% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,452 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,427 shares; 2025Q3: 4,327 shares; 2025Q4: 4,127 shares; 2026Q1: 4,127 shares 4,127 $1.1M 0.23% 0 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: 1,133 shares; 2024Q4: 1,133 shares; 2025Q1: 1,140 shares; 2025Q2: 1,154 shares; 2025Q3: 1,142 shares; 2025Q4: 1,115 shares; 2026Q1: 4,974 shares 4,974 $1.08M 0.23% +3,859 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: 22,010 shares; 2024Q4: 22,017 shares; 2025Q1: 22,021 shares; 2025Q2: 23,207 shares; 2025Q3: 20,813 shares; 2025Q4: 20,932 shares; 2026Q1: 21,085 shares 21,085 $1.06M 0.23% +153 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,061 shares; 2025Q1: 56,367 shares; 2025Q2: 54,413 shares; 2025Q3: 52,046 shares; 2025Q4: 46,598 shares; 2026Q1: 40,442 shares 40,442 $1.04M 0.22% -6,156 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: 7,190 shares; 2024Q4: 7,190 shares; 2025Q1: 7,190 shares; 2025Q2: 7,277 shares; 2025Q3: 7,277 shares; 2025Q4: 7,277 shares; 2026Q1: 7,278 shares 7,278 $1.01M 0.22% +1 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: 11,593 shares; 2024Q4: 16,512 shares; 2025Q1: 21,310 shares; 2025Q2: 23,644 shares; 2025Q3: 25,531 shares; 2025Q4: 23,392 shares; 2026Q1: 18,740 shares 18,740 $1.01M 0.22% -4,652 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: 15,965 shares; 2024Q4: 15,975 shares; 2025Q1: 15,591 shares; 2025Q2: 15,595 shares; 2025Q3: 17,698 shares; 2025Q4: 17,702 shares; 2026Q1: 21,323 shares 21,323 $1M 0.21% +3,621 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 5,272 shares; 2025Q1: 5,273 shares; 2025Q2: 5,216 shares; 2025Q3: 5,217 shares; 2025Q4: not reported; 2026Q1: 5,087 shares 5,087 $981K 0.21% new Timeline UMAR 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: 18,824 shares; 2024Q4: 18,666 shares; 2025Q1: 23,290 shares; 2025Q2: 23,823 shares; 2025Q3: 23,797 shares; 2025Q4: 23,360 shares; 2026Q1: 24,557 shares 24,557 $976K 0.21% +1,197 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: 1,812 shares; 2024Q4: 1,500 shares; 2025Q1: 3,887 shares; 2025Q2: 4,105 shares; 2025Q3: 4,369 shares; 2025Q4: 2,741 shares; 2026Q1: 6,576 shares 6,576 $962K 0.21% +3,835 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: 16,521 shares; 2024Q4: 20,713 shares; 2025Q1: 21,030 shares; 2025Q2: 21,109 shares; 2025Q3: 24,953 shares; 2025Q4: 24,706 shares; 2026Q1: 24,665 shares 24,665 $948K 0.2% -41 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: 1,332 shares; 2024Q4: 1,290 shares; 2025Q1: 1,250 shares; 2025Q2: 1,150 shares; 2025Q3: 830 shares; 2025Q4: 1,129 shares; 2026Q1: 941 shares 941 $938K 0.2% -188 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: 6,678 shares; 2024Q4: 7,088 shares; 2025Q1: 6,898 shares; 2025Q2: 6,908 shares; 2025Q3: 6,918 shares; 2025Q4: 6,989 shares; 2026Q1: 6,999 shares 6,999 $916K 0.2% +10 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: 3,720 shares; 2024Q4: 4,674 shares; 2025Q1: 4,719 shares; 2025Q2: 4,739 shares; 2025Q3: 4,749 shares; 2025Q4: 4,545 shares; 2026Q1: 4,545 shares 4,545 $905K 0.19% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,700 shares; 2024Q4: 25,700 shares; 2025Q1: 25,700 shares; 2025Q2: 25,700 shares; 2025Q3: 25,700 shares; 2025Q4: 25,700 shares; 2026Q1: 25,700 shares 25,700 $885K 0.19% 0 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,947 shares; 2025Q2: 55,793 shares; 2025Q3: 53,269 shares; 2025Q4: 42,586 shares; 2026Q1: 34,743 shares 34,743 $882K 0.19% -7,843 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,065 shares; 2024Q4: 13,757 shares; 2025Q1: 13,826 shares; 2025Q2: 13,895 shares; 2025Q3: 11,852 shares; 2025Q4: 11,414 shares; 2026Q1: 11,114 shares 11,114 $871K 0.19% -300 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: 1,764 shares; 2024Q4: 1,764 shares; 2025Q1: 1,764 shares; 2025Q2: 2,004 shares; 2025Q3: 2,004 shares; 2025Q4: 2,004 shares; 2026Q1: 2,120 shares 2,120 $864K 0.18% +116 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,622 shares 33,622 $859K 0.18% new Timeline UJAN 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: 1,623 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 20,159 shares 20,159 $857K 0.18% +19,102 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,658 shares 44,658 $838K 0.18% new 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: 31,998 shares; 2024Q4: 31,998 shares; 2025Q1: 31,998 shares; 2025Q2: 31,998 shares; 2025Q3: 31,998 shares; 2025Q4: 31,998 shares; 2026Q1: 31,998 shares 31,998 $836K 0.18% 0 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: 9,420 shares; 2024Q4: 9,493 shares; 2025Q1: 13,644 shares; 2025Q2: 13,646 shares; 2025Q3: 13,647 shares; 2025Q4: 13,931 shares; 2026Q1: 10,921 shares 10,921 $831K 0.18% -3,010 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: 21,641 shares; 2024Q4: 21,641 shares; 2025Q1: 21,642 shares; 2025Q2: 21,642 shares; 2025Q3: 21,643 shares; 2025Q4: 21,698 shares; 2026Q1: 21,699 shares 21,699 $821K 0.18% +1 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: 2,397 shares; 2024Q4: 2,174 shares; 2025Q1: 1,980 shares; 2025Q2: 2,049 shares; 2025Q3: 2,016 shares; 2025Q4: 1,965 shares; 2026Q1: 1,868 shares 1,868 $816K 0.17% -97 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: 8,886 shares; 2024Q4: 8,883 shares; 2025Q1: 5,838 shares; 2025Q2: 5,583 shares; 2025Q3: 5,656 shares; 2025Q4: 7,087 shares; 2026Q1: 5,622 shares 5,622 $812K 0.17% -1,465 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: 9,981 shares; 2024Q4: 10,034 shares; 2025Q1: 10,014 shares; 2025Q2: 9,926 shares; 2025Q3: 9,880 shares; 2025Q4: 3,729 shares; 2026Q1: 2,524 shares 2,524 $810K 0.17% -1,205 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: 13,613 shares; 2024Q4: 13,613 shares; 2025Q1: 13,613 shares; 2025Q2: 13,500 shares; 2025Q3: 13,500 shares; 2025Q4: 13,500 shares; 2026Q1: 13,500 shares 13,500 $810K 0.17% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,800 shares; 2024Q4: 7,831 shares; 2025Q1: 7,800 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $797K 0.17% 0 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,850 shares; 2024Q4: 7,850 shares; 2025Q1: 7,850 shares; 2025Q2: 7,850 shares; 2025Q3: 7,850 shares; 2025Q4: 7,850 shares; 2026Q1: 7,850 shares 7,850 $766K 0.16% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,678 shares; 2024Q4: 15,278 shares; 2025Q1: 15,278 shares; 2025Q2: 15,278 shares; 2025Q3: 15,278 shares; 2025Q4: 15,165 shares; 2026Q1: 15,165 shares 15,165 $743K 0.16% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 8,007 shares; 2025Q1: 8,007 shares; 2025Q2: 8,007 shares; 2025Q3: 8,007 shares; 2025Q4: 7,663 shares; 2026Q1: 7,663 shares 7,663 $740K 0.16% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,011 shares; 2025Q2: 1,011 shares; 2025Q3: 1,011 shares; 2025Q4: 1,011 shares; 2026Q1: 1,011 shares 1,011 $737K 0.16% 0 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: 376 shares; 2024Q4: 377 shares; 2025Q1: 344 shares; 2025Q2: 345 shares; 2025Q3: 347 shares; 2025Q4: 6,131 shares; 2026Q1: 6,031 shares 6,031 $731K 0.16% -100 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,182 shares; 2024Q4: 7,955 shares; 2025Q1: 6,990 shares; 2025Q2: 6,856 shares; 2025Q3: 6,454 shares; 2025Q4: 6,164 shares; 2026Q1: 6,464 shares 6,464 $714K 0.15% +300 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 14,163 shares; 2026Q1: 14,151 shares 14,151 $702K 0.15% -12 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 250 shares; 2025Q2: 270 shares; 2025Q3: 290 shares; 2025Q4: 290 shares; 2026Q1: 500 shares 500 $689K 0.15% +210 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 4,275 shares; 2025Q1: 7,260 shares; 2025Q2: 6,870 shares; 2025Q3: 6,515 shares; 2025Q4: 11,055 shares; 2026Q1: 13,690 shares 13,690 $689K 0.15% +2,635 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,165 shares; 2025Q2: 113,894 shares; 2025Q3: 113,440 shares; 2025Q4: 43,173 shares; 2026Q1: 24,855 shares 24,855 $686K 0.15% -18,318 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: 935 shares; 2024Q4: 935 shares; 2025Q1: 935 shares; 2025Q2: 2,735 shares; 2025Q3: 2,735 shares; 2025Q4: 2,735 shares; 2026Q1: 2,735 shares 2,735 $676K 0.14% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1 shares; 2026Q1: 930 shares 930 $654K 0.14% +929 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,824 shares; 2024Q4: 16,708 shares; 2025Q1: 16,997 shares; 2025Q2: 15,415 shares; 2025Q3: 15,006 shares; 2025Q4: 12,091 shares; 2026Q1: 8,782 shares 8,782 $647K 0.14% -3,309 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: 2,070 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,070 shares; 2025Q3: 2,070 shares; 2025Q4: 2,072 shares; 2026Q1: 2,073 shares 2,073 $644K 0.14% +1 Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,739 shares; 2024Q4: 16,554 shares; 2025Q1: 16,554 shares; 2025Q2: 16,126 shares; 2025Q3: 16,115 shares; 2025Q4: 15,843 shares; 2026Q1: 15,843 shares 15,843 $641K 0.14% 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: 1,780 shares; 2024Q4: 1,978 shares; 2025Q1: 1,840 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 2,329 shares; 2026Q1: 2,614 shares 2,614 $635K 0.14% +285 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,413 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,279 shares 1,279 $634K 0.14% new NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,237 shares; 2024Q4: 12,237 shares; 2025Q1: 12,237 shares; 2025Q2: 12,237 shares; 2025Q3: 13,537 shares; 2025Q4: 13,537 shares; 2026Q1: 13,537 shares 13,537 $632K 0.13% 0 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: 7,222 shares; 2024Q4: 7,048 shares; 2025Q1: 7,048 shares; 2025Q2: 7,013 shares; 2025Q3: 6,752 shares; 2025Q4: 6,752 shares; 2026Q1: 6,958 shares 6,958 $630K 0.13% +206 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,078 shares; 2025Q3: 1,938 shares; 2025Q4: 1,954 shares; 2026Q1: 1,915 shares 1,915 $629K 0.13% -39 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,250 shares; 2024Q4: 8,251 shares; 2025Q1: 8,252 shares; 2025Q2: 8,253 shares; 2025Q3: 5,523 shares; 2025Q4: 5,524 shares; 2026Q1: 5,525 shares 5,525 $625K 0.13% +1 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: 2,471 shares; 2024Q4: 2,471 shares; 2025Q1: 2,174 shares; 2025Q2: 2,789 shares; 2025Q3: 2,682 shares; 2025Q4: 2,762 shares; 2026Q1: 2,161 shares 2,161 $620K 0.13% -601 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 1,915 shares; 2025Q1: 2,205 shares; 2025Q2: 3,935 shares; 2025Q3: 3,935 shares; 2025Q4: 3,930 shares; 2026Q1: 3,930 shares 3,930 $618K 0.13% 0 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: 13,409 shares; 2024Q4: 13,409 shares; 2025Q1: 13,410 shares; 2025Q2: 13,411 shares; 2025Q3: 13,411 shares; 2025Q4: 13,412 shares; 2026Q1: 13,412 shares 13,412 $617K 0.13% 0 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: 11,066 shares; 2024Q4: 11,213 shares; 2025Q1: 9,954 shares; 2025Q2: 9,933 shares; 2025Q3: 10,003 shares; 2025Q4: 10,741 shares; 2026Q1: 10,015 shares 10,015 $599K 0.13% -726 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,870 shares; 2024Q4: 5,870 shares; 2025Q1: 2,900 shares; 2025Q2: 2,900 shares; 2025Q3: 2,900 shares; 2025Q4: not reported; 2026Q1: 2,900 shares 2,900 $598K 0.13% new 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: 2,305 shares; 2024Q4: 2,305 shares; 2025Q1: 2,306 shares; 2025Q2: 2,313 shares; 2025Q3: 1,305 shares; 2025Q4: 1,192 shares; 2026Q1: 840 shares 840 $595K 0.13% -352 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,321 shares; 2025Q1: 2,301 shares; 2025Q2: 2,319 shares; 2025Q3: 2,319 shares; 2025Q4: 3,210 shares; 2026Q1: 3,214 shares 3,214 $592K 0.13% +4 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,731 shares; 2024Q4: 18,340 shares; 2025Q1: 18,398 shares; 2025Q2: 23,439 shares; 2025Q3: 24,719 shares; 2025Q4: 24,408 shares; 2026Q1: 26,015 shares 26,015 $585K 0.12% +1,607 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: 570 shares; 2024Q4: 581 shares; 2025Q1: 645 shares; 2025Q2: 646 shares; 2025Q3: 638 shares; 2025Q4: 1,689 shares; 2026Q1: 1,682 shares 1,682 $575K 0.12% -7 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: 2,017 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,826 shares; 2025Q3: 2,826 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares 2,813 $573K 0.12% 0 Timeline FSGS 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: 19,250 shares; 2024Q4: 19,789 shares; 2025Q1: 20,161 shares; 2025Q2: 20,137 shares; 2025Q3: 19,873 shares; 2025Q4: 19,730 shares; 2026Q1: 19,505 shares 19,505 $570K 0.12% -225 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 3,713 shares 3,713 $560K 0.12% +3,641 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: 8,348 shares; 2024Q4: 8,348 shares; 2025Q1: 7,068 shares; 2025Q2: 7,068 shares; 2025Q3: 8,168 shares; 2025Q4: 8,168 shares; 2026Q1: 8,216 shares 8,216 $558K 0.12% +48 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: 170 shares; 2024Q4: 170 shares; 2025Q1: 170 shares; 2025Q2: 170 shares; 2025Q3: 170 shares; 2025Q4: 970 shares; 2026Q1: 1,647 shares 1,647 $556K 0.12% +677 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: 2,227 shares; 2024Q4: 2,243 shares; 2025Q1: 2,243 shares; 2025Q2: 2,243 shares; 2025Q3: 2,248 shares; 2025Q4: 2,292 shares; 2026Q1: 2,341 shares 2,341 $556K 0.12% +49 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: 6,105 shares; 2024Q4: 6,020 shares; 2025Q1: 6,399 shares; 2025Q2: 6,233 shares; 2025Q3: 6,154 shares; 2025Q4: 5,935 shares; 2026Q1: 5,506 shares 5,506 $554K 0.12% -429 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: 1,994 shares; 2024Q4: 1,994 shares; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 4,100 shares; 2026Q1: 4,100 shares 4,100 $545K 0.12% 0 Timeline ILCG 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: 160 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 5,679 shares 5,679 $542K 0.12% +5,519 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: 1,172 shares; 2024Q4: 3,180 shares; 2025Q1: 3,187 shares; 2025Q2: 3,194 shares; 2025Q3: 3,135 shares; 2025Q4: 3,074 shares; 2026Q1: 5,811 shares 5,811 $540K 0.12% +2,737 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 2,336 shares; 2025Q2: 2,337 shares; 2025Q3: 2,526 shares; 2025Q4: 2,526 shares; 2026Q1: 2,526 shares 2,526 $540K 0.12% 0 Timeline FJUN 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: 9,902 shares; 2024Q4: 9,822 shares; 2025Q1: 9,725 shares; 2025Q2: 9,681 shares; 2025Q3: 9,588 shares; 2025Q4: 9,535 shares; 2026Q1: 9,474 shares 9,474 $535K 0.11% -61 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: 4,108 shares; 2024Q4: 4,142 shares; 2025Q1: 3,769 shares; 2025Q2: 3,693 shares; 2025Q3: 3,687 shares; 2025Q4: 2,899 shares; 2026Q1: 2,724 shares 2,724 $535K 0.11% -175 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,360 shares 1,360 $528K 0.11% new 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: 3,467 shares; 2024Q4: 3,461 shares; 2025Q1: 4,624 shares; 2025Q2: 5,767 shares; 2025Q3: 5,528 shares; 2025Q4: 5,321 shares; 2026Q1: 5,355 shares 5,355 $527K 0.11% +34 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: 5,378 shares; 2024Q4: 5,440 shares; 2025Q1: 5,662 shares; 2025Q2: 5,703 shares; 2025Q3: 5,793 shares; 2025Q4: 5,785 shares; 2026Q1: 5,514 shares 5,514 $526K 0.11% -271 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52 shares; 2024Q4: 52 shares; 2025Q1: 1,252 shares; 2025Q2: 1,352 shares; 2025Q3: 1,463 shares; 2025Q4: 1,711 shares; 2026Q1: 2,197 shares 2,197 $523K 0.11% +486 Timeline XVV 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: 207 shares; 2024Q4: 207 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 10,580 shares 10,580 $521K 0.11% +10,373 Timeline FJAN 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: 10,252 shares; 2024Q4: 10,086 shares; 2025Q1: 10,086 shares; 2025Q2: 10,086 shares; 2025Q3: 10,086 shares; 2025Q4: 10,086 shares; 2026Q1: 10,286 shares 10,286 $519K 0.11% +200 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 16,300 shares 16,300 $517K 0.11% +15,500 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $516K 0.11% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,561 shares; 2024Q4: 5,266 shares; 2025Q1: 5,270 shares; 2025Q2: 5,264 shares; 2025Q3: 5,247 shares; 2025Q4: 4,175 shares; 2026Q1: 2,127 shares 2,127 $516K 0.11% -2,048 Timeline VXF 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: 2,200 shares; 2024Q4: 3,105 shares; 2025Q1: 4,022 shares; 2025Q2: 4,532 shares; 2025Q3: 4,510 shares; 2025Q4: 3,501 shares; 2026Q1: 2,495 shares 2,495 $513K 0.11% -1,006 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: 7,595 shares; 2024Q4: 7,598 shares; 2025Q1: 7,600 shares; 2025Q2: 7,665 shares; 2025Q3: 7,633 shares; 2025Q4: 7,134 shares; 2026Q1: 7,061 shares 7,061 $511K 0.11% -73 Timeline BDEC 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: 10,000 shares; 2024Q4: 7,787 shares; 2025Q1: 7,787 shares; 2025Q2: 7,787 shares; 2025Q3: 7,787 shares; 2025Q4: 10,572 shares; 2026Q1: 10,572 shares 10,572 $507K 0.11% 0 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,076 shares; 2024Q4: 5,068 shares; 2025Q1: 5,068 shares; 2025Q2: 5,068 shares; 2025Q3: 5,068 shares; 2025Q4: 5,059 shares; 2026Q1: 5,086 shares 5,086 $504K 0.11% +27 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,317 shares; 2024Q4: 5,317 shares; 2025Q1: 5,317 shares; 2025Q2: 5,317 shares; 2025Q3: 5,017 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $501K 0.11% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,966 shares; 2024Q4: 3,996 shares; 2025Q1: 3,930 shares; 2025Q2: 1,980 shares; 2025Q3: 1,981 shares; 2025Q4: 1,961 shares; 2026Q1: 3,786 shares 3,786 $500K 0.11% +1,825 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: 225 shares; 2024Q4: 227 shares; 2025Q1: 230 shares; 2025Q2: 232 shares; 2025Q3: 544 shares; 2025Q4: 546 shares; 2026Q1: 9,349 shares 9,349 $495K 0.11% +8,803 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,600 shares; 2025Q2: 4,600 shares; 2025Q3: 4,600 shares; 2025Q4: 4,658 shares; 2026Q1: 4,658 shares 4,658 $493K 0.1% 0 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: 10,903 shares; 2024Q4: 10,903 shares; 2025Q1: 10,903 shares; 2025Q2: 10,493 shares; 2025Q3: 10,493 shares; 2025Q4: 10,444 shares; 2026Q1: 10,444 shares 10,444 $491K 0.1% 0 Timeline BBMC J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,516 shares 4,516 $490K 0.1% new 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: 529 shares; 2024Q4: 531 shares; 2025Q1: 7,832 shares; 2025Q2: 4,914 shares; 2025Q3: 4,916 shares; 2025Q4: 4,608 shares; 2026Q1: 4,299 shares 4,299 $488K 0.1% -309 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: 716 shares; 2024Q4: not reported; 2025Q1: 10,231 shares; 2025Q2: 5,278 shares; 2025Q3: 5,199 shares; 2025Q4: not reported; 2026Q1: 5,579 shares 5,579 $483K 0.1% new Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,535 shares 16,535 $481K 0.1% new 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: 1,310 shares; 2024Q4: 1,316 shares; 2025Q1: 999 shares; 2025Q2: 976 shares; 2025Q3: 976 shares; 2025Q4: 976 shares; 2026Q1: 976 shares 976 $480K 0.1% 0 Timeline FOCT 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: 9,785 shares; 2024Q4: 9,035 shares; 2025Q1: 9,035 shares; 2025Q2: 9,035 shares; 2025Q3: 9,035 shares; 2025Q4: 10,035 shares; 2026Q1: 10,035 shares 10,035 $478K 0.1% 0 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: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 17,500 shares; 2025Q2: 17,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,500 shares; 2026Q1: 17,500 shares 17,500 $478K 0.1% 0 Timeline UDEC 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: 3,956 shares; 2024Q4: 3,956 shares; 2025Q1: 3,934 shares; 2025Q2: 12,413 shares; 2025Q3: 12,373 shares; 2025Q4: 15,022 shares; 2026Q1: 12,211 shares 12,211 $474K 0.1% -2,811 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,500 shares 6,500 $472K 0.1% new 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: 20,759 shares; 2024Q4: 20,936 shares; 2025Q1: 21,573 shares; 2025Q2: 21,119 shares; 2025Q3: 21,608 shares; 2025Q4: 8,945 shares; 2026Q1: 6,114 shares 6,114 $471K 0.1% -2,831 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 5,866 shares; 2025Q1: 6,396 shares; 2025Q2: 7,396 shares; 2025Q3: 5,951 shares; 2025Q4: 5,951 shares; 2026Q1: 3,951 shares 3,951 $469K 0.1% -2,000 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 690 shares; 2025Q2: 690 shares; 2025Q3: 689 shares; 2025Q4: 684 shares; 2026Q1: 664 shares 664 $463K 0.1% -20 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: 11,378 shares; 2024Q4: 11,380 shares; 2025Q1: 7,107 shares; 2025Q2: 7,109 shares; 2025Q3: 7,296 shares; 2025Q4: 6,861 shares; 2026Q1: 5,962 shares 5,962 $463K 0.1% -899 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,069 shares; 2026Q1: 39,429 shares 39,429 $455K 0.1% -1,640 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: 1,396 shares; 2024Q4: 1,380 shares; 2025Q1: 1,380 shares; 2025Q2: 1,629 shares; 2025Q3: 1,630 shares; 2025Q4: 1,778 shares; 2026Q1: 1,735 shares 1,735 $455K 0.1% -43 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: 10,037 shares; 2024Q4: 8,616 shares; 2025Q1: 8,616 shares; 2025Q2: 8,617 shares; 2025Q3: 7,368 shares; 2025Q4: 7,369 shares; 2026Q1: 7,370 shares 7,370 $454K 0.1% +1 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,599 shares; 2025Q4: 10,599 shares; 2026Q1: 10,599 shares 10,599 $453K 0.1% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 961 shares; 2025Q3: 2,461 shares; 2025Q4: 1,529 shares; 2026Q1: 1,530 shares 1,530 $452K 0.1% +1 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: 1,350 shares; 2025Q4: 1,350 shares; 2026Q1: 1,340 shares 1,340 $438K 0.09% -10 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: 3,273 shares; 2024Q4: 3,241 shares; 2025Q1: 3,151 shares; 2025Q2: 3,172 shares; 2025Q3: 2,963 shares; 2025Q4: 2,984 shares; 2026Q1: 3,001 shares 3,001 $438K 0.09% +17 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 2,102 shares; 2025Q1: 2,202 shares; 2025Q2: 2,202 shares; 2025Q3: 2,202 shares; 2025Q4: 2,202 shares; 2026Q1: 2,202 shares 2,202 $437K 0.09% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 10,666 shares; 2025Q1: 10,666 shares; 2025Q2: 10,666 shares; 2025Q3: 10,666 shares; 2025Q4: 10,666 shares; 2026Q1: 10,666 shares 10,666 $436K 0.09% 0 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 225 shares; 2025Q2: 440 shares; 2025Q3: 467 shares; 2025Q4: 7,183 shares; 2026Q1: 4,520 shares 4,520 $435K 0.09% -2,663 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: 1,512 shares; 2024Q4: 1,271 shares; 2025Q1: 1,282 shares; 2025Q2: 1,311 shares; 2025Q3: 1,053 shares; 2025Q4: 1,167 shares; 2026Q1: 1,140 shares 1,140 $424K 0.09% -27 Timeline PKW 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: 3,312 shares; 2024Q4: 3,312 shares; 2025Q1: 3,312 shares; 2025Q2: 3,312 shares; 2025Q3: 3,312 shares; 2025Q4: 3,218 shares; 2026Q1: 3,218 shares 3,218 $422K 0.09% 0 Timeline USEP 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: 10,308 shares; 2024Q4: 9,755 shares; 2025Q1: 9,542 shares; 2025Q2: 9,374 shares; 2025Q3: 11,678 shares; 2025Q4: 10,944 shares; 2026Q1: 10,828 shares 10,828 $419K 0.09% -116 Timeline UJUL 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: 16,057 shares; 2024Q4: 13,842 shares; 2025Q1: 11,923 shares; 2025Q2: 14,599 shares; 2025Q3: 15,311 shares; 2025Q4: 12,809 shares; 2026Q1: 10,832 shares 10,832 $415K 0.09% -1,977 Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,082 shares 38,082 $412K 0.09% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares; 2025Q1: 7,000 shares; 2025Q2: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 7,000 shares; 2026Q1: 8,868 shares 8,868 $409K 0.09% +1,868 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,876 shares; 2024Q4: 12,876 shares; 2025Q1: 20,516 shares; 2025Q2: 20,516 shares; 2025Q3: 24,516 shares; 2025Q4: 24,516 shares; 2026Q1: 24,516 shares 24,516 $403K 0.09% 0 Timeline IGLD 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: 5,877 shares; 2024Q4: 5,877 shares; 2025Q1: 5,877 shares; 2025Q2: 5,877 shares; 2025Q3: 5,877 shares; 2025Q4: 11,921 shares; 2026Q1: 15,454 shares 15,454 $395K 0.08% +3,533 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,489 shares; 2024Q4: 3,449 shares; 2025Q1: 3,638 shares; 2025Q2: 3,640 shares; 2025Q3: 2,843 shares; 2025Q4: 5,090 shares; 2026Q1: 3,778 shares 3,778 $388K 0.08% -1,312 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17 shares; 2025Q4: 53 shares; 2026Q1: 1,528 shares 1,528 $383K 0.08% +1,475 Timeline KAPR 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: 10,492 shares; 2024Q4: 10,492 shares; 2025Q1: 10,492 shares; 2025Q2: 10,492 shares; 2025Q3: 10,492 shares; 2025Q4: 10,492 shares; 2026Q1: 10,492 shares 10,492 $380K 0.08% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares; 2026Q1: 4,970 shares 4,970 $379K 0.08% +3,705 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: 2,639 shares; 2024Q4: 2,639 shares; 2025Q1: 2,639 shares; 2025Q2: 2,639 shares; 2025Q3: 3,639 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $373K 0.08% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,447 shares; 2024Q4: 4,434 shares; 2025Q1: 1,114 shares; 2025Q2: 1,111 shares; 2025Q3: 1,350 shares; 2025Q4: 869 shares; 2026Q1: 1,823 shares 1,823 $371K 0.08% +954 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 235 shares; 2025Q2: 232 shares; 2025Q3: 236 shares; 2025Q4: 237 shares; 2026Q1: 1,519 shares 1,519 $371K 0.08% +1,282 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63 shares; 2024Q4: 2,167 shares; 2025Q1: 8,459 shares; 2025Q2: 8,443 shares; 2025Q3: 6,183 shares; 2025Q4: 9,532 shares; 2026Q1: 9,474 shares 9,474 $366K 0.08% -58 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,526 shares; 2024Q4: 5,526 shares; 2025Q1: 5,487 shares; 2025Q2: 5,487 shares; 2025Q3: 5,488 shares; 2025Q4: 4,212 shares; 2026Q1: 4,212 shares 4,212 $359K 0.08% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 15,428 shares; 2025Q1: 15,503 shares; 2025Q2: 14,782 shares; 2025Q3: 13,040 shares; 2025Q4: 11,169 shares; 2026Q1: 7,318 shares 7,318 $352K 0.07% -3,851 Timeline FJUL 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: 1,656 shares; 2024Q4: 1,656 shares; 2025Q1: 1,656 shares; 2025Q2: 1,656 shares; 2025Q3: 7,550 shares; 2025Q4: 6,410 shares; 2026Q1: 6,410 shares 6,410 $351K 0.07% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,094 shares; 2025Q3: 3,673 shares; 2025Q4: not reported; 2026Q1: 1,624 shares 1,624 $347K 0.07% new 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: 2,004 shares; 2024Q4: 2,004 shares; 2025Q1: 1,995 shares; 2025Q2: 1,966 shares; 2025Q3: 3,148 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $345K 0.07% 0 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: 4,383 shares; 2024Q4: 4,394 shares; 2025Q1: 3,495 shares; 2025Q2: 3,495 shares; 2025Q3: 3,096 shares; 2025Q4: 3,096 shares; 2026Q1: 2,511 shares 2,511 $341K 0.07% -585 Timeline GJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,657 shares; 2024Q4: 5,134 shares; 2025Q1: 2,184 shares; 2025Q2: 5,196 shares; 2025Q3: 326,434 shares; 2025Q4: 8,688 shares; 2026Q1: 8,318 shares 8,318 $339K 0.07% -370 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,965 shares; 2025Q1: 18,960 shares; 2025Q2: 18,505 shares; 2025Q3: 18,305 shares; 2025Q4: 16,512 shares; 2026Q1: 12,693 shares 12,693 $337K 0.07% -3,819 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,150 shares 14,150 $330K 0.07% new Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,782 shares 5,782 $327K 0.07% new 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: 5,180 shares; 2024Q4: 5,212 shares; 2025Q1: 5,245 shares; 2025Q2: 6,066 shares; 2025Q3: 6,096 shares; 2025Q4: 5,287 shares; 2026Q1: 4,938 shares 4,938 $326K 0.07% -349 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: 359 shares; 2024Q4: 3,575 shares; 2025Q1: 775 shares; 2025Q2: 775 shares; 2025Q3: 750 shares; 2025Q4: 3,353 shares; 2026Q1: 1,968 shares 1,968 $323K 0.07% -1,385 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: 1,158 shares; 2024Q4: 1,150 shares; 2025Q1: 1,075 shares; 2025Q2: 1,075 shares; 2025Q3: 1,075 shares; 2025Q4: 1,000 shares; 2026Q1: 1,400 shares 1,400 $322K 0.07% +400 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,546 shares 6,546 $321K 0.07% new 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: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 2,960 shares; 2025Q2: 2,960 shares; 2025Q3: 2,720 shares; 2025Q4: 2,720 shares; 2026Q1: 2,720 shares 2,720 $320K 0.07% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,301 shares 1,301 $318K 0.07% new Timeline BBUS 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: 2,418 shares; 2024Q4: 2,431 shares; 2025Q1: 2,431 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares; 2026Q1: 2,691 shares 2,691 $315K 0.07% 0 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: 962 shares; 2024Q4: 1,485 shares; 2025Q1: 384 shares; 2025Q2: 2,343 shares; 2025Q3: 2,343 shares; 2025Q4: 634 shares; 2026Q1: 1,510 shares 1,510 $314K 0.07% +876 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,196 shares; 2024Q4: 7,196 shares; 2025Q1: 2,838 shares; 2025Q2: 3,152 shares; 2025Q3: 8,074 shares; 2025Q4: 8,066 shares; 2026Q1: 8,014 shares 8,014 $310K 0.07% -52 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 1,115 shares; 2025Q2: 325 shares; 2025Q3: 356 shares; 2025Q4: 419 shares; 2026Q1: 519 shares 519 $308K 0.07% +100 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,171 shares 3,171 $308K 0.07% new Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $307K 0.07% new Timeline DDFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,083 shares 16,083 $304K 0.06% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,603 shares; 2024Q4: 2,603 shares; 2025Q1: 1,604 shares; 2025Q2: 1,605 shares; 2025Q3: 1,406 shares; 2025Q4: 934 shares; 2026Q1: 4,668 shares 4,668 $303K 0.06% +3,734 Timeline GMAR 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: 5,281 shares; 2024Q4: 5,261 shares; 2025Q1: 5,587 shares; 2025Q2: 5,597 shares; 2025Q3: 5,257 shares; 2025Q4: 5,257 shares; 2026Q1: 7,184 shares 7,184 $299K 0.06% +1,927 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 97 shares; 2025Q3: 2,097 shares; 2025Q4: 2,037 shares; 2026Q1: 2,064 shares 2,064 $298K 0.06% +27 Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,049 shares; 2025Q3: 11,049 shares; 2025Q4: 11,049 shares; 2026Q1: 11,049 shares 11,049 $297K 0.06% 0 Timeline LMBS 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: 5,666 shares; 2024Q4: 5,840 shares; 2025Q1: 6,006 shares; 2025Q2: 6,049 shares; 2025Q3: 6,047 shares; 2025Q4: 6,008 shares; 2026Q1: 5,962 shares 5,962 $297K 0.06% -46 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 3,730 shares; 2025Q3: 3,730 shares; 2025Q4: 3,652 shares; 2026Q1: 3,652 shares 3,652 $297K 0.06% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 842 shares; 2025Q1: 204 shares; 2025Q2: 1,698 shares; 2025Q3: 1,714 shares; 2025Q4: 1,514 shares; 2026Q1: 1,848 shares 1,848 $296K 0.06% +334 Timeline FGD 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: 7,711 shares; 2024Q4: 7,711 shares; 2025Q1: 7,711 shares; 2025Q2: 7,711 shares; 2025Q3: 7,711 shares; 2025Q4: 9,264 shares; 2026Q1: 9,264 shares 9,264 $296K 0.06% 0 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: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares 524 $295K 0.06% 0 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: 5,431 shares; 2024Q4: 5,438 shares; 2025Q1: 5,046 shares; 2025Q2: 5,053 shares; 2025Q3: 5,060 shares; 2025Q4: 5,077 shares; 2026Q1: 5,086 shares 5,086 $293K 0.06% +9 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 135 shares; 2025Q4: 135 shares; 2026Q1: 4,592 shares 4,592 $292K 0.06% +4,457 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,493 shares 2,493 $291K 0.06% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 87 shares; 2026Q1: 1,216 shares 1,216 $291K 0.06% +1,129 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: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,269 shares; 2025Q2: 1,269 shares; 2025Q3: 1,242 shares; 2025Q4: 1,242 shares; 2026Q1: 1,242 shares 1,242 $291K 0.06% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 3,133 shares; 2025Q1: 3,133 shares; 2025Q2: 3,039 shares; 2025Q3: 3,039 shares; 2025Q4: 3,040 shares; 2026Q1: 3,041 shares 3,041 $282K 0.06% +1 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,580 shares 6,580 $280K 0.06% new 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: 11,356 shares; 2024Q4: 11,379 shares; 2025Q1: 11,830 shares; 2025Q2: 10,420 shares; 2025Q3: 7,422 shares; 2025Q4: 7,422 shares; 2026Q1: 6,343 shares 6,343 $280K 0.06% -1,079 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 6,810 shares; 2025Q1: 6,810 shares; 2025Q2: 6,310 shares; 2025Q3: 6,000 shares; 2025Q4: 5,200 shares; 2026Q1: 5,598 shares 5,598 $278K 0.06% +398 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: 6,181 shares; 2024Q4: 6,310 shares; 2025Q1: 6,311 shares; 2025Q2: 6,301 shares; 2025Q3: 6,192 shares; 2025Q4: 6,143 shares; 2026Q1: 4,094 shares 4,094 $276K 0.06% -2,049 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 627 shares; 2025Q1: 627 shares; 2025Q2: 627 shares; 2025Q3: 677 shares; 2025Q4: 677 shares; 2026Q1: 45,506 shares 45,506 $274K 0.06% +44,829 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 145 shares; 2025Q1: 116 shares; 2025Q2: 49 shares; 2025Q3: 49 shares; 2025Q4: 26 shares; 2026Q1: 860 shares 860 $274K 0.06% +834 Timeline FAUG 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: 2,361 shares; 2024Q4: 2,233 shares; 2025Q1: 2,233 shares; 2025Q2: 2,233 shares; 2025Q3: 5,233 shares; 2025Q4: 5,233 shares; 2026Q1: 5,233 shares 5,233 $271K 0.06% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,339 shares 2,339 $268K 0.06% new Timeline PFIS PEOPLES FINL SVCS CORP More: the full row for PEOPLES FINL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $267K 0.06% new 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 144 shares; 2026Q1: 676 shares 676 $266K 0.06% +532 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,805 shares 3,805 $263K 0.06% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,800 shares; 2025Q2: 3,050 shares; 2025Q3: 3,421 shares; 2025Q4: 3,421 shares; 2026Q1: 4,000 shares 4,000 $262K 0.06% +579 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: 1,054 shares; 2024Q4: 5,873 shares; 2025Q1: 7,134 shares; 2025Q2: 8,063 shares; 2025Q3: 8,130 shares; 2025Q4: 8,534 shares; 2026Q1: 8,497 shares 8,497 $261K 0.06% -37 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: 36 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 36 shares; 2025Q3: 36 shares; 2025Q4: 36 shares; 2026Q1: 2,263 shares 2,263 $260K 0.06% +2,227 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,935 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,640 shares; 2025Q4: 5,341 shares; 2026Q1: 5,206 shares 5,206 $260K 0.06% -135 Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,172 shares; 2024Q4: 1,171 shares; 2025Q1: 13,730 shares; 2025Q2: 13,610 shares; 2025Q3: 858 shares; 2025Q4: 844 shares; 2026Q1: 6,202 shares 6,202 $260K 0.06% +5,358 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,859 shares 6,859 $259K 0.06% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 4,275 shares 4,275 $257K 0.05% +4,181 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 8,830 shares 8,830 $257K 0.05% +6,650 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,001 shares 4,001 $254K 0.05% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600 $253K 0.05% new Timeline ZSEP 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: 9,112 shares; 2024Q4: 10,817 shares; 2025Q1: 10,722 shares; 2025Q2: 10,722 shares; 2025Q3: 17,074 shares; 2025Q4: 11,880 shares; 2026Q1: 9,384 shares 9,384 $251K 0.05% -2,496 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,938 shares 5,938 $251K 0.05% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 932 shares; 2025Q4: 1,286 shares; 2026Q1: 1,286 shares 1,286 $250K 0.05% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,947 shares; 2025Q4: 4,947 shares; 2026Q1: 4,947 shares 4,947 $249K 0.05% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,083 shares 1,083 $247K 0.05% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 1,996 shares; 2025Q1: 1,588 shares; 2025Q2: 1,589 shares; 2025Q3: 1,604 shares; 2025Q4: 1,664 shares; 2026Q1: 1,679 shares 1,679 $247K 0.05% +15 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: 1,259 shares; 2024Q4: 1,273 shares; 2025Q1: 1,288 shares; 2025Q2: 1,439 shares; 2025Q3: 1,449 shares; 2025Q4: 1,461 shares; 2026Q1: 1,472 shares 1,472 $243K 0.05% +11 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,381 shares 9,381 $242K 0.05% new 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 reported; 2024Q4: not reported; 2025Q1: 721 shares; 2025Q2: 1,071 shares; 2025Q3: 1,117 shares; 2025Q4: 1,117 shares; 2026Q1: 800 shares 800 $242K 0.05% -317 Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,698 shares 20,698 $241K 0.05% new Timeline FIGS FIGS INC More: the full row for FIGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,197 shares 16,197 $239K 0.05% new Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,597 shares 1,597 $239K 0.05% new Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 575 shares; 2025Q2: 575 shares; 2025Q3: 615 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $236K 0.05% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,441 shares 7,441 $236K 0.05% new Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,169 shares; 2025Q1: 1,169 shares; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares; 2026Q1: 779 shares 779 $234K 0.05% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 290 shares; 2025Q2: 290 shares; 2025Q3: 338 shares; 2025Q4: 338 shares; 2026Q1: 320 shares 320 $233K 0.05% -18 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,858 shares 4,858 $231K 0.05% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,742 shares; 2025Q1: 11,742 shares; 2025Q2: 11,642 shares; 2025Q3: 6,744 shares; 2025Q4: 10,783 shares; 2026Q1: 8,603 shares 8,603 $230K 0.05% -2,180 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: 1,934 shares; 2024Q4: 1,934 shares; 2025Q1: 1,934 shares; 2025Q2: 1,934 shares; 2025Q3: 843 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $230K 0.05% 0 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 660 shares 660 $228K 0.05% new Timeline NOCT 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: 4,025 shares; 2024Q4: 4,025 shares; 2025Q1: 4,025 shares; 2025Q2: 4,025 shares; 2025Q3: 4,025 shares; 2025Q4: 4,025 shares; 2026Q1: 4,025 shares 4,025 $227K 0.05% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,050 shares; 2025Q2: 3,250 shares; 2025Q3: 3,415 shares; 2025Q4: 3,415 shares; 2026Q1: 3,415 shares 3,415 $222K 0.05% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57 shares; 2024Q4: 57 shares; 2025Q1: 57 shares; 2025Q2: 57 shares; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 871 shares 871 $222K 0.05% +814 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 325 shares 325 $221K 0.05% new 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: 2,503 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,503 shares; 2025Q3: 2,503 shares; 2025Q4: 2,289 shares; 2026Q1: 2,289 shares 2,289 $221K 0.05% 0 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,880 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,510 shares 1,510 $220K 0.05% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,150 shares; 2025Q4: 11,150 shares; 2026Q1: 11,150 shares 11,150 $220K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 2,840 shares 2,840 $217K 0.05% +2,820 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: 59 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: not reported; 2025Q4: 1,875 shares; 2026Q1: 2,010 shares 2,010 $208K 0.04% +135 Timeline UFEB 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 20,811 shares; 2025Q2: 24,489 shares; 2025Q3: 23,968 shares; 2025Q4: 23,968 shares; 2026Q1: 5,722 shares 5,722 $208K 0.04% -18,246 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,450 shares 1,450 $207K 0.04% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579 shares 579 $207K 0.04% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 6,914 shares; 2025Q1: 6,915 shares; 2025Q2: 6,917 shares; 2025Q3: 6,919 shares; 2025Q4: 6,805 shares; 2026Q1: 6,805 shares 6,805 $206K 0.04% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 2,050 shares; 2025Q3: 2,501 shares; 2025Q4: 2,683 shares; 2026Q1: 2,683 shares 2,683 $206K 0.04% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 7,212 shares; 2025Q1: 7,245 shares; 2025Q2: 7,277 shares; 2025Q3: 7,307 shares; 2025Q4: 7,340 shares; 2026Q1: 7,369 shares 7,369 $205K 0.04% +29 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 1,608 shares 1,608 $202K 0.04% +1,600 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600 $201K 0.04% new Timeline FDEC 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: 4,043 shares; 2024Q4: 4,041 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 4,040 shares 4,040 $201K 0.04% -1 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,685 shares 1,685 $199K 0.04% new Timeline UAPR 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: 6,869 shares; 2024Q4: 6,529 shares; 2025Q1: 6,328 shares; 2025Q2: 6,280 shares; 2025Q3: 5,960 shares; 2025Q4: 5,960 shares; 2026Q1: 5,915 shares 5,915 $197K 0.04% -45 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,072 shares; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 4,072 shares; 2025Q3: 4,072 shares; 2025Q4: 4,072 shares; 2026Q1: 4,072 shares 4,072 $196K 0.04% 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: 1,099 shares; 2024Q4: 899 shares; 2025Q1: 899 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 1,799 shares; 2026Q1: 1,800 shares 1,800 $196K 0.04% +1 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490 shares; 2024Q4: 490 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375 $196K 0.04% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 308 shares; 2025Q4: 308 shares; 2026Q1: 4,955 shares 4,955 $193K 0.04% +4,647 Timeline BFEB 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $191K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 925 shares 925 $189K 0.04% +900 Timeline KRYS KRYSTAL BIOTECH INC More: the full row for KRYSTAL BIOTECH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares 730 $189K 0.04% new 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: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 2,770 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 2,575 shares; 2026Q1: 1,446 shares 1,446 $186K 0.04% -1,129 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 300 shares; 2026Q1: 1,775 shares 1,775 $186K 0.04% +1,475 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: 352 shares; 2024Q4: 352 shares; 2025Q1: 452 shares; 2025Q2: 537 shares; 2025Q3: 402 shares; 2025Q4: 2,314 shares; 2026Q1: 2,325 shares 2,325 $185K 0.04% +11 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 6,089 shares; 2025Q4: 5,043 shares; 2026Q1: 5,043 shares 5,043 $185K 0.04% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,574 shares 3,574 $184K 0.04% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,399 shares; 2025Q1: 1,399 shares; 2025Q2: 1,399 shares; 2025Q3: 1,399 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares 1,283 $182K 0.04% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,038 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares 1,070 $179K 0.04% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $179K 0.04% 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: 3,348 shares; 2024Q4: 3,349 shares; 2025Q1: 3,349 shares; 2025Q2: 3,350 shares; 2025Q3: 3,350 shares; 2025Q4: 3,351 shares; 2026Q1: 3,351 shares 3,351 $176K 0.04% 0 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: 1,536 shares; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,536 shares; 2025Q3: 1,536 shares; 2025Q4: 1,411 shares; 2026Q1: 1,411 shares 1,411 $176K 0.04% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,960 shares 5,960 $175K 0.04% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,199 shares; 2025Q1: 2,101 shares; 2025Q2: 2,103 shares; 2025Q3: 2,052 shares; 2025Q4: 1,927 shares; 2026Q1: 1,929 shares 1,929 $173K 0.04% +2 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares 1,594 $172K 0.04% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 521 shares; 2025Q3: 521 shares; 2025Q4: 521 shares; 2026Q1: 522 shares 522 $171K 0.04% +1 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,700 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,835 shares; 2026Q1: 1,835 shares 1,835 $169K 0.04% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570 shares; 2024Q4: 570 shares; 2025Q1: 403 shares; 2025Q2: 603 shares; 2025Q3: 640 shares; 2025Q4: 516 shares; 2026Q1: 516 shares 516 $168K 0.04% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,027 shares; 2024Q4: 4,938 shares; 2025Q1: 6,039 shares; 2025Q2: 6,048 shares; 2025Q3: 6,057 shares; 2025Q4: 5,748 shares; 2026Q1: 5,733 shares 5,733 $166K 0.04% -15 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: 190 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $165K 0.04% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 3,280 shares; 2026Q1: 3,577 shares 3,577 $165K 0.04% +297 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 993 shares 993 $164K 0.03% new Timeline SPLV 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: 2,203 shares; 2024Q4: 2,203 shares; 2025Q1: 2,203 shares; 2025Q2: 2,203 shares; 2025Q3: 2,209 shares; 2025Q4: 2,203 shares; 2026Q1: 2,203 shares 2,203 $161K 0.03% 0 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,300 shares; 2025Q3: 3,595 shares; 2025Q4: 3,590 shares; 2026Q1: 3,590 shares 3,590 $161K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,573 shares; 2024Q4: 5,074 shares; 2025Q1: 5,075 shares; 2025Q2: 1,606 shares; 2025Q3: 1,608 shares; 2025Q4: 1,028 shares; 2026Q1: 879 shares 879 $160K 0.03% -149 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares 531 $158K 0.03% new Timeline SANM SANMINA CORP More: the full row for SANMINA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $156K 0.03% new 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: 288 shares; 2024Q4: 273 shares; 2025Q1: 235 shares; 2025Q2: 204 shares; 2025Q3: 205 shares; 2025Q4: 374 shares; 2026Q1: 334 shares 334 $155K 0.03% -40 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 22,095 shares 22,095 $154K 0.03% +22,000 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,819 shares; 2025Q4: 2,819 shares; 2026Q1: 2,600 shares 2,600 $154K 0.03% -219 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,195 shares 1,195 $153K 0.03% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,331 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,675 shares; 2026Q1: 1,283 shares 1,283 $152K 0.03% -392 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 2,075 shares; 2025Q2: 2,075 shares; 2025Q3: 2,173 shares; 2025Q4: 2,173 shares; 2026Q1: 4,105 shares 4,105 $152K 0.03% +1,932 Timeline GSY 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: 2,931 shares; 2024Q4: 3,627 shares; 2025Q1: 3,128 shares; 2025Q2: 2,428 shares; 2025Q3: 2,428 shares; 2025Q4: 3,024 shares; 2026Q1: 3,024 shares 3,024 $152K 0.03% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares 2,028 $150K 0.03% new Timeline IUSV 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: 163 shares; 2024Q4: 224 shares; 2025Q1: 225 shares; 2025Q2: 186 shares; 2025Q3: 141 shares; 2025Q4: 123 shares; 2026Q1: 1,463 shares 1,463 $150K 0.03% +1,340 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 4,200 shares 4,200 $149K 0.03% +4,042 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 181 shares; 2025Q2: 2,236 shares; 2025Q3: 181 shares; 2025Q4: 1,921 shares; 2026Q1: 933 shares 933 $149K 0.03% -988 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: 1,597 shares; 2024Q4: 1,598 shares; 2025Q1: 1,598 shares; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 1,524 shares; 2026Q1: 1,524 shares 1,524 $148K 0.03% 0 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 461 shares 461 $147K 0.03% +450 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,058 shares; 2024Q4: 3,058 shares; 2025Q1: 3,058 shares; 2025Q2: 3,058 shares; 2025Q3: 2,908 shares; 2025Q4: 2,908 shares; 2026Q1: 2,908 shares 2,908 $147K 0.03% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,552 shares; 2025Q1: 3,552 shares; 2025Q2: 3,567 shares; 2025Q3: 3,567 shares; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares 2,971 $145K 0.03% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,515 shares; 2025Q4: 1,510 shares; 2026Q1: 2,547 shares 2,547 $144K 0.03% +1,037 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: 1,727 shares; 2024Q4: 1,728 shares; 2025Q1: 1,729 shares; 2025Q2: 1,730 shares; 2025Q3: 2,041 shares; 2025Q4: 2,035 shares; 2026Q1: 2,036 shares 2,036 $143K 0.03% +1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares 2,699 $143K 0.03% 0 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,580 shares; 2024Q4: 1,580 shares; 2025Q1: 1,643 shares; 2025Q2: 1,743 shares; 2025Q3: 1,842 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares 1,317 $142K 0.03% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 868 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $138K 0.03% 0 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: 1,891 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,893 shares; 2025Q3: 1,894 shares; 2025Q4: 1,894 shares; 2026Q1: 1,896 shares 1,896 $135K 0.03% +2 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 900 shares; 2025Q3: 930 shares; 2025Q4: 930 shares; 2026Q1: 930 shares 930 $133K 0.03% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 950 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares 1,073 $132K 0.03% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 478 shares; 2025Q1: 496 shares; 2025Q2: 479 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $131K 0.03% 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: 973 shares; 2024Q4: 973 shares; 2025Q1: 974 shares; 2025Q2: 1,794 shares; 2025Q3: 1,794 shares; 2025Q4: 1,294 shares; 2026Q1: 643 shares 643 $131K 0.03% -651 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $130K 0.03% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 42 shares; 2025Q4: 42 shares; 2026Q1: 1,637 shares 1,637 $130K 0.03% +1,595 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: 229 shares; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 501 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 501 shares 501 $129K 0.03% -192 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,015 shares; 2025Q3: 2,585 shares; 2025Q4: 1,819 shares; 2026Q1: 1,819 shares 1,819 $129K 0.03% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,067 shares; 2024Q4: 4,900 shares; 2025Q1: 3,911 shares; 2025Q2: 4,003 shares; 2025Q3: 3,872 shares; 2025Q4: 4,454 shares; 2026Q1: 2,741 shares 2,741 $129K 0.03% -1,713 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares 1,423 $129K 0.03% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,760 shares; 2025Q3: 1,842 shares; 2025Q4: 1,337 shares; 2026Q1: 1,337 shares 1,337 $128K 0.03% 0 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: 53 shares; 2024Q4: 1,367 shares; 2025Q1: 2,142 shares; 2025Q2: 2,033 shares; 2025Q3: 2,370 shares; 2025Q4: 2,139 shares; 2026Q1: 1,990 shares 1,990 $125K 0.03% -149 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 reported; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,100 shares 1,100 $122K 0.03% -600 Timeline MGC 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: 413 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 583 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $119K 0.03% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 5,070 shares; 2025Q1: 4,363 shares; 2025Q2: 4,364 shares; 2025Q3: 4,070 shares; 2025Q4: 4,071 shares; 2026Q1: 4,782 shares 4,782 $119K 0.03% +711 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,474 shares; 2025Q3: 3,991 shares; 2025Q4: 2,987 shares; 2026Q1: 3,001 shares 3,001 $118K 0.03% +14 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 399 shares; 2025Q1: 400 shares; 2025Q2: 401 shares; 2025Q3: 402 shares; 2025Q4: 1,302 shares; 2026Q1: 1,420 shares 1,420 $118K 0.03% +118 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,241 shares; 2024Q4: 1,242 shares; 2025Q1: 1,242 shares; 2025Q2: 1,243 shares; 2025Q3: 1,244 shares; 2025Q4: 1,244 shares; 2026Q1: 1,245 shares 1,245 $117K 0.02% +1 Timeline FNOV 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: 380 shares; 2024Q4: 380 shares; 2025Q1: 2,325 shares; 2025Q2: 2,325 shares; 2025Q3: 2,180 shares; 2025Q4: 2,180 shares; 2026Q1: 2,180 shares 2,180 $116K 0.02% 0 Timeline FPRC FORD MTR CO DEL 6% NT DUE 12/0 More: the full row for FORD MTR CO DEL 6% NT DUE 12/0 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $116K 0.02% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $116K 0.02% 0 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: 1,999 shares; 2024Q4: 2,001 shares; 2025Q1: 2,004 shares; 2025Q2: 2,006 shares; 2025Q3: 2,009 shares; 2025Q4: 2,011 shares; 2026Q1: 2,129 shares 2,129 $115K 0.02% +118 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: 21 shares; 2025Q1: 28 shares; 2025Q2: 28 shares; 2025Q3: 28 shares; 2025Q4: 28 shares; 2026Q1: 128 shares 128 $115K 0.02% +100 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 416 shares; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 418 shares; 2025Q4: 419 shares; 2026Q1: 419 shares 419 $114K 0.02% 0 Timeline DISNEY WALT CO DTD 07/09/20… DISNEY WALT CO DTD 07/09/2019 6.7… More: the full row for DISNEY WALT CO DTD 07/09/2019 6.75per 01/09/2038 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $114K 0.02% 0 THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $113K 0.02% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares; 2026Q1: 2,369 shares 2,369 $113K 0.02% 0 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: 6,092 shares; 2024Q4: 6,854 shares; 2025Q1: 7,092 shares; 2025Q2: 1,052 shares; 2025Q3: 1,004 shares; 2025Q4: 7,760 shares; 2026Q1: 2,183 shares 2,183 $112K 0.02% -5,577 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,605 shares 4,605 $112K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $111K 0.02% new 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: 1,269 shares; 2024Q4: 1,993 shares; 2025Q1: 1,893 shares; 2025Q2: 1,893 shares; 2025Q3: 1,777 shares; 2025Q4: 1,751 shares; 2026Q1: 997 shares 997 $110K 0.02% -754 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,799 shares; 2024Q4: 15,299 shares; 2025Q1: 18,999 shares; 2025Q2: 15,999 shares; 2025Q3: 12,999 shares; 2025Q4: 12,999 shares; 2026Q1: 12,999 shares 12,999 $110K 0.02% 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: 15 shares; 2024Q4: 15 shares; 2025Q1: 24 shares; 2025Q2: 25 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 129 shares 129 $109K 0.02% +104 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 978 shares; 2025Q1: 978 shares; 2025Q2: 978 shares; 2025Q3: 978 shares; 2025Q4: 978 shares; 2026Q1: 978 shares 978 $107K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $107K 0.02% 0 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 5,000 shares; 2026Q1: 5,500 shares 5,500 $107K 0.02% +500 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,040 shares 2,040 $106K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,529 shares; 2025Q1: 1,529 shares; 2025Q2: 1,495 shares; 2025Q3: 2,523 shares; 2025Q4: 1,295 shares; 2026Q1: 1,532 shares 1,532 $104K 0.02% +237 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,700 shares 1,700 $104K 0.02% new 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: 394 shares; 2024Q4: 394 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 411 shares; 2025Q4: 405 shares; 2026Q1: 360 shares 360 $102K 0.02% -45 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 391 shares; 2025Q1: 403 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $102K 0.02% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56 shares; 2024Q4: 56 shares; 2025Q1: 56 shares; 2025Q2: 56 shares; 2025Q3: 327 shares; 2025Q4: 1,891 shares; 2026Q1: 2,216 shares 2,216 $101K 0.02% +325 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: 543 shares; 2024Q4: 546 shares; 2025Q1: 549 shares; 2025Q2: 550 shares; 2025Q3: 551 shares; 2025Q4: 553 shares; 2026Q1: 1,479 shares 1,479 $101K 0.02% +926 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: 1,802 shares; 2024Q4: 1,802 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 1,991 shares 1,991 $101K 0.02% 0 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: 414 shares; 2024Q4: 414 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 397 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $101K 0.02% 0 Timeline VIGI 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: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 578 shares; 2025Q4: 579 shares; 2026Q1: 1,131 shares 1,131 $100K 0.02% +552 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 900 shares 900 $99.7K 0.02% new 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: 1,345 shares; 2024Q4: 936 shares; 2025Q1: 937 shares; 2025Q2: 938 shares; 2025Q3: 840 shares; 2025Q4: 840 shares; 2026Q1: 999 shares 999 $99.2K 0.02% +159 Timeline PNC CAP TR C DTD 06/09/1998… PNC CAP TR C DTD 06/09/1998 4.492… More: the full row for PNC CAP TR C DTD 06/09/1998 4.49204per 06/01/2028 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $98.7K 0.02% 0 KEYCORP CAPITAL I DTD 06/25… KEYCORP CAPITAL I DTD 06/25/1998 … More: the full row for KEYCORP CAPITAL I DTD 06/25/1998 4.69336per 07/01/2028 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $98.2K 0.02% 0 GENERAL MTRS FINL CO INC DT… GENERAL MTRS FINL CO INC DTD 09/1… More: the full row for GENERAL MTRS FINL CO INC DTD 09/16/2020 5.7per Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 100,000 shares; 2025Q1: 100,000 shares; 2025Q2: 100,000 shares; 2025Q3: not reported; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $98.1K 0.02% 0 FFEB 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: 1,306 shares; 2024Q4: 1,306 shares; 2025Q1: 1,306 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 1,306 shares; 2026Q1: 1,756 shares 1,756 $98.1K 0.02% +450 Timeline MBINM MERCHANTS BANCORP IND DEP SHS More: the full row for MERCHANTS BANCORP IND DEP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: not reported; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $97.4K 0.02% 0 Timeline BBBI BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 541 shares; 2025Q1: 1,923 shares; 2025Q2: 1,793 shares; 2025Q3: 2,173 shares; 2025Q4: 2,386 shares; 2026Q1: 1,886 shares 1,886 $97K 0.02% -500 Timeline GCT GIGACLOUD TECHNOLOGY INC More: the full row for GIGACLOUD TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,135 shares 2,135 $96.9K 0.02% new Timeline RILYN BRC GROUP HLDGS INC 6.5% SR NT More: the full row for BRC GROUP HLDGS INC 6.5% SR NT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $95.8K 0.02% 0 Timeline OOMA OOMA INC More: the full row for OOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,580 shares 6,580 $95.7K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207 shares; 2026Q1: 65 shares 65 $95.7K 0.02% -142 Timeline WWW WOLVERINE WORLD WIDE INC More: the full row for WOLVERINE WORLD WIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,828 shares 5,828 $95.1K 0.02% new Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,767 shares 2,767 $94.5K 0.02% new Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 6,718 shares; 2025Q1: 6,718 shares; 2025Q2: 6,718 shares; 2025Q3: 6,718 shares; 2025Q4: 6,718 shares; 2026Q1: 6,718 shares 6,718 $94.4K 0.02% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $94.2K 0.02% 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: 1,870 shares; 2024Q4: 1,871 shares; 2025Q1: 1,911 shares; 2025Q2: 1,912 shares; 2025Q3: 1,913 shares; 2025Q4: 1,158 shares; 2026Q1: 1,159 shares 1,159 $93.8K 0.02% +1 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $93.7K 0.02% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,361 shares; 2025Q1: 1,364 shares; 2025Q2: 1,368 shares; 2025Q3: 1,730 shares; 2025Q4: 1,335 shares; 2026Q1: 1,337 shares 1,337 $93.6K 0.02% +2 Timeline SPEM 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: 938 shares; 2024Q4: 1,723 shares; 2025Q1: 1,723 shares; 2025Q2: 1,723 shares; 2025Q3: 1,729 shares; 2025Q4: 1,724 shares; 2026Q1: 1,986 shares 1,986 $93.2K 0.02% +262 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: 191 shares; 2024Q4: 232 shares; 2025Q1: 241 shares; 2025Q2: 262 shares; 2025Q3: 271 shares; 2025Q4: 268 shares; 2026Q1: 270 shares 270 $91.3K 0.02% +2 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228 shares; 2024Q4: 237 shares; 2025Q1: 239 shares; 2025Q2: 239 shares; 2025Q3: 239 shares; 2025Q4: 239 shares; 2026Q1: 237 shares 237 $90.9K 0.02% -2 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889 shares; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 14,346 shares; 2025Q3: 2,206 shares; 2025Q4: 2,206 shares; 2026Q1: 2,206 shares 2,206 $90.6K 0.02% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $87.8K 0.02% 0 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: 1,904 shares; 2024Q4: 1,907 shares; 2025Q1: 1,908 shares; 2025Q2: 1,910 shares; 2025Q3: 1,911 shares; 2025Q4: 1,772 shares; 2026Q1: 978 shares 978 $86.7K 0.02% -794 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: 309 shares; 2024Q4: 356 shares; 2025Q1: 356 shares; 2025Q2: 836 shares; 2025Q3: 853 shares; 2025Q4: 972 shares; 2026Q1: 1,037 shares 1,037 $86.7K 0.02% +65 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,733 shares; 2025Q1: 2,787 shares; 2025Q2: 2,813 shares; 2025Q3: 1,462 shares; 2025Q4: 1,355 shares; 2026Q1: 1,114 shares 1,114 $86K 0.02% -241 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 437 shares; 2025Q2: 587 shares; 2025Q3: 572 shares; 2025Q4: 572 shares; 2026Q1: 572 shares 572 $85.8K 0.02% 0 Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,053 shares; 2025Q4: 4,053 shares; 2026Q1: 4,053 shares 4,053 $85.6K 0.02% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $84.9K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93 shares; 2026Q1: 400 shares 400 $84.5K 0.02% +307 Timeline KJAN 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: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $83.4K 0.02% 0 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 reported; 2024Q4: 615 shares; 2025Q1: 919 shares; 2025Q2: 921 shares; 2025Q3: 971 shares; 2025Q4: 522 shares; 2026Q1: 523 shares 523 $82.8K 0.02% +1 Timeline EQIN COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,625 shares; 2024Q4: 1,652 shares; 2025Q1: 1,658 shares; 2025Q2: 1,663 shares; 2025Q3: 1,668 shares; 2025Q4: 1,674 shares; 2026Q1: 1,679 shares 1,679 $82.5K 0.02% +5 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: 80 shares; 2024Q4: 49 shares; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 97 shares; 2025Q4: 97 shares; 2026Q1: 94 shares 94 $82.4K 0.02% -3 Timeline SPGP 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: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 758 shares; 2026Q1: 758 shares 758 $81.6K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364 shares; 2024Q4: 365 shares; 2025Q1: 390 shares; 2025Q2: 391 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 393 shares 393 $81.5K 0.02% +1 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,741 shares; 2024Q4: 1,741 shares; 2025Q1: 1,641 shares; 2025Q2: 1,641 shares; 2025Q3: 1,590 shares; 2025Q4: 1,590 shares; 2026Q1: 1,590 shares 1,590 $81.5K 0.02% 0 Timeline USXF 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: 570 shares; 2024Q4: 1,980 shares; 2025Q1: 1,980 shares; 2025Q2: 1,981 shares; 2025Q3: 1,454 shares; 2025Q4: 1,455 shares; 2026Q1: 1,456 shares 1,456 $80.4K 0.02% +1 Timeline GRW TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,912 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,912 shares; 2025Q4: 2,912 shares; 2026Q1: 2,912 shares 2,912 $80.1K 0.02% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares 829 $79K 0.02% 0 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: 792 shares; 2024Q4: 822 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 730 shares; 2026Q1: 330 shares 330 $77.9K 0.02% -400 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,918 shares; 2024Q4: 1,011 shares; 2025Q1: 951 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 4,898 shares; 2026Q1: 1,450 shares 1,450 $76.6K 0.02% -3,448 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: 1,575 shares; 2024Q4: 1,576 shares; 2025Q1: 760 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 765 shares; 2026Q1: 765 shares 765 $76.4K 0.02% 0 Timeline BSEP 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,904 shares; 2025Q2: 1,904 shares; 2025Q3: 1,939 shares; 2025Q4: 1,588 shares; 2026Q1: 1,588 shares 1,588 $76.4K 0.02% 0 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: 3,768 shares; 2024Q4: 3,768 shares; 2025Q1: 3,768 shares; 2025Q2: 3,774 shares; 2025Q3: 775 shares; 2025Q4: 779 shares; 2026Q1: 784 shares 784 $76.2K 0.02% +5 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: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,645 shares; 2025Q3: 1,646 shares; 2025Q4: 1,646 shares; 2026Q1: 1,647 shares 1,647 $75.9K 0.02% +1 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: 417 shares; 2024Q4: 431 shares; 2025Q1: 418 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 355 shares; 2026Q1: 356 shares 356 $75.1K 0.02% +1 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: 195 shares; 2024Q4: 194 shares; 2025Q1: 467 shares; 2025Q2: 466 shares; 2025Q3: 193 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $75K 0.02% 0 Timeline IMCB 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: 321 shares; 2024Q4: 321 shares; 2025Q1: 321 shares; 2025Q2: 1,099 shares; 2025Q3: 1,129 shares; 2025Q4: 977 shares; 2026Q1: 885 shares 885 $73.8K 0.02% -92 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 reported; 2024Q4: 722 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 722 shares; 2026Q1: 722 shares 722 $73.6K 0.02% 0 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: 256 shares; 2024Q4: 256 shares; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 200 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $73.4K 0.02% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 502 shares; 2025Q4: 502 shares; 2026Q1: 502 shares 502 $73.2K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 1,026 shares; 2025Q1: 926 shares; 2025Q2: 927 shares; 2025Q3: 267 shares; 2025Q4: 267 shares; 2026Q1: 267 shares 267 $72.4K 0.02% 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: 1,743 shares; 2024Q4: 1,743 shares; 2025Q1: 1,743 shares; 2025Q2: 1,743 shares; 2025Q3: 1,743 shares; 2025Q4: 1,674 shares; 2026Q1: 1,674 shares 1,674 $72.1K 0.02% 0 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: 654 shares; 2024Q4: 654 shares; 2025Q1: 654 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 550 shares; 2026Q1: 550 shares 550 $72.1K 0.02% 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: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,253 shares; 2025Q4: 1,253 shares; 2026Q1: 1,540 shares 1,540 $71.5K 0.02% +287 Timeline UNOV 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: 330 shares; 2024Q4: 648 shares; 2025Q1: 495 shares; 2025Q2: 495 shares; 2025Q3: 495 shares; 2025Q4: 1,919 shares; 2026Q1: 1,919 shares 1,919 $71.5K 0.02% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,605 shares; 2025Q3: 1,500 shares; 2025Q4: 1,450 shares; 2026Q1: 1,400 shares 1,400 $70.9K 0.02% -50 Timeline DIVS GUINNESS ATKINSON FDS More: the full row for GUINNESS ATKINSON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,322 shares; 2024Q4: 2,322 shares; 2025Q1: 2,322 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares; 2026Q1: 2,322 shares 2,322 $70.5K 0.02% 0 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 593 shares; 2025Q2: 571 shares; 2025Q3: 547 shares; 2025Q4: 547 shares; 2026Q1: 547 shares 547 $70.1K 0.01% 0 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,516 shares; 2024Q4: 1,516 shares; 2025Q1: 1,516 shares; 2025Q2: 1,516 shares; 2025Q3: 1,516 shares; 2025Q4: 1,270 shares; 2026Q1: 1,270 shares 1,270 $69.6K 0.01% 0 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: 249 shares; 2024Q4: 1,320 shares; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,715 shares; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $68.9K 0.01% 0 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: 774 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 784 shares; 2025Q3: 1,602 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608 $68.4K 0.01% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,352 shares; 2026Q1: 2,352 shares 2,352 $68.3K 0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 296 shares; 2024Q4: 296 shares; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 100 shares; 2025Q4: 200 shares; 2026Q1: 1,113 shares 1,113 $68.2K 0.01% +913 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,112 shares; 2024Q4: 4,112 shares; 2025Q1: 3,307 shares; 2025Q2: 4,117 shares; 2025Q3: 3,271 shares; 2025Q4: 4,255 shares; 2026Q1: 342 shares 342 $67.8K 0.01% -3,913 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 470 shares; 2025Q1: 470 shares; 2025Q2: 470 shares; 2025Q3: 741 shares; 2025Q4: 742 shares; 2026Q1: 742 shares 742 $67.4K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,167 shares; 2025Q1: 1,167 shares; 2025Q2: 1,203 shares; 2025Q3: 1,249 shares; 2025Q4: 1,234 shares; 2026Q1: 1,234 shares 1,234 $67.3K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares 850 $67.2K 0.01% 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: 685 shares; 2024Q4: 755 shares; 2025Q1: 671 shares; 2025Q2: 672 shares; 2025Q3: 673 shares; 2025Q4: 588 shares; 2026Q1: 455 shares 455 $66.7K 0.01% -133 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: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 635 shares; 2025Q3: 683 shares; 2025Q4: 684 shares; 2026Q1: 684 shares 684 $65.4K 0.01% 0 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: 396 shares; 2024Q4: 187 shares; 2025Q1: 446 shares; 2025Q2: 447 shares; 2025Q3: 457 shares; 2025Q4: 1,964 shares; 2026Q1: 450 shares 450 $65.3K 0.01% -1,514 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,328 shares; 2025Q4: 1,328 shares; 2026Q1: 1,043 shares 1,043 $65.3K 0.01% -285 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,180 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 150 shares; 2025Q3: 125 shares; 2025Q4: 125 shares; 2026Q1: 124 shares 124 $64.8K 0.01% -1 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $64.6K 0.01% 0 Timeline IBB 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: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 379 shares; 2026Q1: 379 shares 379 $64K 0.01% 0 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: 1,587 shares; 2024Q4: 1,587 shares; 2025Q1: 1,587 shares; 2025Q2: 1,587 shares; 2025Q3: 1,654 shares; 2025Q4: 1,587 shares; 2026Q1: 1,587 shares 1,587 $63.1K 0.01% 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 164 shares; 2026Q1: 864 shares 864 $62.9K 0.01% +700 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 196 shares; 2025Q1: 196 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $62.1K 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 978 shares; 2025Q1: 982 shares; 2025Q2: 2,570 shares; 2025Q3: 2,574 shares; 2025Q4: 774 shares; 2026Q1: 671 shares 671 $61.8K 0.01% -103 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,723 shares 1,723 $61.2K 0.01% new Timeline BOTZ 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: 176 shares; 2024Q4: 2,759 shares; 2025Q1: 2,759 shares; 2025Q2: 1,832 shares; 2025Q3: 1,833 shares; 2025Q4: 1,833 shares; 2026Q1: 1,836 shares 1,836 $61K 0.01% +3 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 33 shares; 2025Q4: 32 shares; 2026Q1: 35 shares 35 $60.5K 0.01% +3 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768 shares; 2024Q4: 768 shares; 2025Q1: 1,018 shares; 2025Q2: 836 shares; 2025Q3: 858 shares; 2025Q4: 343 shares; 2026Q1: 81 shares 81 $59.9K 0.01% -262 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: 594 shares; 2024Q4: 605 shares; 2025Q1: 10,595 shares; 2025Q2: 6,592 shares; 2025Q3: 5,356 shares; 2025Q4: 673 shares; 2026Q1: 673 shares 673 $59.3K 0.01% 0 Timeline ESGU 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: 412 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $58.5K 0.01% 0 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: 36 shares; 2024Q4: 47 shares; 2025Q1: 47 shares; 2025Q2: 45 shares; 2025Q3: 195 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $58.3K 0.01% 0 Timeline