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: 236,916 shares; 2024Q4: 778,922 shares; 2025Q1: 798,311 shares; 2025Q2: 830,236 shares; 2025Q3: 810,854 shares; 2025Q4: 822,216 shares; 2026Q1: 848,995 shares 848,995 $148M 10.14% +26,779 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: 400,545 shares; 2024Q4: 442,487 shares; 2025Q1: 452,493 shares; 2025Q2: 608,614 shares; 2025Q3: 473,397 shares; 2025Q4: 474,904 shares; 2026Q1: 491,995 shares 491,995 $141M 9.67% +17,091 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: 285,667 shares; 2024Q4: 295,822 shares; 2025Q1: 303,140 shares; 2025Q2: 329,924 shares; 2025Q3: 318,140 shares; 2025Q4: 316,680 shares; 2026Q1: 316,707 shares 316,707 $80.4M 5.51% +27 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: 51,774 shares; 2024Q4: 54,314 shares; 2025Q1: 70,911 shares; 2025Q2: 89,948 shares; 2025Q3: 67,811 shares; 2025Q4: 72,436 shares; 2026Q1: 78,239 shares 78,239 $44.8M 3.07% +5,803 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: 135,427 shares; 2024Q4: 146,980 shares; 2025Q1: 153,489 shares; 2025Q2: 190,738 shares; 2025Q3: 186,631 shares; 2025Q4: 184,015 shares; 2026Q1: 187,706 shares 187,706 $39.1M 2.68% +3,691 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: 19,860 shares; 2024Q4: 27,991 shares; 2025Q1: 31,401 shares; 2025Q2: 37,011 shares; 2025Q3: 48,499 shares; 2025Q4: 42,067 shares; 2026Q1: 54,113 shares 54,113 $35.2M 2.41% +12,046 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 16,819 shares; 2025Q1: 23,434 shares; 2025Q2: 21,693 shares; 2025Q3: 50,457 shares; 2025Q4: 48,555 shares; 2026Q1: 54,498 shares 54,498 $31.5M 2.15% +5,943 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: 67,845 shares; 2024Q4: 73,265 shares; 2025Q1: 75,272 shares; 2025Q2: 83,306 shares; 2025Q3: 81,681 shares; 2025Q4: 83,848 shares; 2026Q1: 82,422 shares 82,422 $30.5M 2.09% -1,426 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,973 shares; 2024Q4: 15,422 shares; 2025Q1: 47,269 shares; 2025Q2: 123,295 shares; 2025Q3: 126,717 shares; 2025Q4: 121,977 shares; 2026Q1: 176,643 shares 176,643 $24.4M 1.67% +54,666 Timeline ULST 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: 566,224 shares; 2024Q4: 542,615 shares; 2025Q1: 645,843 shares; 2025Q2: 730,046 shares; 2025Q3: 666,961 shares; 2025Q4: 623,302 shares; 2026Q1: 590,002 shares 590,002 $23.9M 1.64% -33,300 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,373 shares; 2024Q4: 314,483 shares; 2025Q1: 376,428 shares; 2025Q2: 407,352 shares; 2025Q3: 350,419 shares; 2025Q4: 345,751 shares; 2026Q1: 471,838 shares 471,838 $23.9M 1.64% +126,087 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: 75,085 shares; 2024Q4: 79,015 shares; 2025Q1: 83,241 shares; 2025Q2: 93,170 shares; 2025Q3: 67,415 shares; 2025Q4: 70,737 shares; 2026Q1: 73,067 shares 73,067 $21M 1.44% +2,330 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: 12,985 shares; 2024Q4: 21,383 shares; 2025Q1: 19,651 shares; 2025Q2: 34,022 shares; 2025Q3: 32,856 shares; 2025Q4: 32,126 shares; 2026Q1: 32,028 shares 32,028 $20.9M 1.43% -98 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,540 shares; 2024Q4: 36,050 shares; 2025Q1: 42,866 shares; 2025Q2: 47,419 shares; 2025Q3: 44,072 shares; 2025Q4: 51,107 shares; 2026Q1: 67,509 shares 67,509 $20.9M 1.43% +16,402 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,307 shares; 2024Q4: 334,218 shares; 2025Q1: 398,469 shares; 2025Q2: 435,277 shares; 2025Q3: 401,417 shares; 2025Q4: 403,258 shares; 2026Q1: 406,466 shares 406,466 $20.5M 1.41% +3,208 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 303,920 shares; 2025Q3: 298,849 shares; 2025Q4: 354,515 shares; 2026Q1: 367,753 shares 367,753 $17.2M 1.18% +13,238 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: 39,998 shares; 2024Q4: 46,197 shares; 2025Q1: 38,526 shares; 2025Q2: 37,498 shares; 2025Q3: 34,812 shares; 2025Q4: 37,481 shares; 2026Q1: 41,499 shares 41,499 $15.4M 1.06% +4,018 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: 338,342 shares; 2024Q4: 168,901 shares; 2025Q1: 257,077 shares; 2025Q2: 176,927 shares; 2025Q3: 160,187 shares; 2025Q4: 280,495 shares; 2026Q1: 297,977 shares 297,977 $14.9M 1.02% +17,482 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: 122,369 shares; 2024Q4: 114,340 shares; 2025Q1: 91,524 shares; 2025Q2: 96,805 shares; 2025Q3: 90,532 shares; 2025Q4: 89,894 shares; 2026Q1: 222,156 shares 222,156 $14.2M 0.98% +132,262 Timeline DUSB 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: 273,313 shares 273,313 $13.9M 0.95% new 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: 123,383 shares; 2024Q4: 86,046 shares; 2025Q1: 75,365 shares; 2025Q2: 91,001 shares; 2025Q3: 85,344 shares; 2025Q4: 97,104 shares; 2026Q1: 229,086 shares 229,086 $13.7M 0.94% +131,982 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,941 shares; 2024Q4: 150,172 shares; 2025Q1: 121,017 shares; 2025Q2: 151,573 shares; 2025Q3: 157,002 shares; 2025Q4: 136,638 shares; 2026Q1: 138,658 shares 138,658 $13.6M 0.93% +2,020 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: 1,612 shares; 2024Q4: 1,680 shares; 2025Q1: 1,801 shares; 2025Q2: 2,611 shares; 2025Q3: 27,317 shares; 2025Q4: 120,656 shares; 2026Q1: 124,531 shares 124,531 $13M 0.89% +3,875 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: 52,806 shares; 2024Q4: 90,627 shares; 2025Q1: 92,647 shares; 2025Q2: 97,021 shares; 2025Q3: 104,280 shares; 2025Q4: 117,352 shares; 2026Q1: 133,283 shares 133,283 $11.8M 0.8% +15,931 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: 21,787 shares; 2024Q4: 23,016 shares; 2025Q1: 35,121 shares; 2025Q2: 25,915 shares; 2025Q3: 25,115 shares; 2025Q4: 27,134 shares; 2026Q1: 69,749 shares 69,749 $11.6M 0.79% +42,615 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: 17,130 shares; 2024Q4: 17,002 shares; 2025Q1: 14,581 shares; 2025Q2: 17,492 shares; 2025Q3: 8,737 shares; 2025Q4: 8,487 shares; 2026Q1: 33,587 shares 33,587 $10.8M 0.74% +25,100 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 109,855 shares; 2025Q1: 111,319 shares; 2025Q2: 151,014 shares; 2025Q3: 181,112 shares; 2025Q4: 227,857 shares; 2026Q1: 237,175 shares 237,175 $10.6M 0.72% +9,318 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: 25,421 shares; 2024Q4: 27,451 shares; 2025Q1: 29,516 shares; 2025Q2: 32,323 shares; 2025Q3: 29,448 shares; 2025Q4: 28,974 shares; 2026Q1: 33,326 shares 33,326 $9.8M 0.67% +4,352 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: 15,480 shares; 2024Q4: 17,596 shares; 2025Q1: 19,882 shares; 2025Q2: 20,962 shares; 2025Q3: 19,280 shares; 2025Q4: 19,327 shares; 2026Q1: 19,946 shares 19,946 $9.56M 0.65% +619 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: 52,872 shares; 2024Q4: 47,987 shares; 2025Q1: 37,575 shares; 2025Q2: 43,408 shares; 2025Q3: 41,264 shares; 2025Q4: 41,653 shares; 2026Q1: 45,153 shares 45,153 $8.86M 0.61% +3,500 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: 286,698 shares; 2024Q4: 253,662 shares; 2025Q1: 235,941 shares; 2025Q2: 303,249 shares; 2025Q3: 290,042 shares; 2025Q4: 142,252 shares; 2026Q1: 168,353 shares 168,353 $8.52M 0.58% +26,101 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,678 shares 148,678 $8.44M 0.58% new 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: 5,886 shares; 2024Q4: 6,819 shares; 2025Q1: 7,581 shares; 2025Q2: 7,501 shares; 2025Q3: 6,698 shares; 2025Q4: 7,605 shares; 2026Q1: 8,385 shares 8,385 $7.71M 0.53% +780 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,415 shares; 2024Q4: 83,041 shares; 2025Q1: 71,369 shares; 2025Q2: 73,568 shares; 2025Q3: 70,237 shares; 2025Q4: 67,847 shares; 2026Q1: 67,388 shares 67,388 $7.62M 0.52% -459 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,514 shares; 2024Q4: 74,124 shares; 2025Q1: 86,072 shares; 2025Q2: 103,914 shares; 2025Q3: 157,213 shares; 2025Q4: 130,907 shares; 2026Q1: 312,810 shares 312,810 $7.6M 0.52% +181,903 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,054 shares; 2024Q4: 22,761 shares; 2025Q1: 20,762 shares; 2025Q2: 21,858 shares; 2025Q3: 19,699 shares; 2025Q4: 19,699 shares; 2026Q1: 19,539 shares 19,539 $6.97M 0.48% -160 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,612 shares; 2025Q1: 6,152 shares; 2025Q2: 7,079 shares; 2025Q3: 6,307 shares; 2025Q4: 7,018 shares; 2026Q1: 12,732 shares 12,732 $6.36M 0.44% +5,714 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 59,844 shares; 2025Q1: 44,402 shares; 2025Q2: 52,494 shares; 2025Q3: 51,436 shares; 2025Q4: 51,990 shares; 2026Q1: 53,045 shares 53,045 $6.1M 0.42% +1,055 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: 29,372 shares; 2024Q4: 32,496 shares; 2025Q1: 46,995 shares; 2025Q2: 52,290 shares; 2025Q3: 51,228 shares; 2025Q4: 49,279 shares; 2026Q1: 48,685 shares 48,685 $6.06M 0.41% -594 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,000 shares; 2024Q4: 167,624 shares; 2025Q1: 130,816 shares; 2025Q2: 161,450 shares; 2025Q3: 246,707 shares; 2025Q4: 157,572 shares; 2026Q1: 347,839 shares 347,839 $6.02M 0.41% +190,267 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: 44,704 shares; 2024Q4: 46,184 shares; 2025Q1: 47,560 shares; 2025Q2: 49,090 shares; 2025Q3: 44,708 shares; 2025Q4: 40,354 shares; 2026Q1: 40,959 shares 40,959 $5.92M 0.41% +605 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,338 shares; 2025Q3: 24,698 shares; 2025Q4: 24,794 shares; 2026Q1: 24,698 shares 24,698 $5.87M 0.4% -96 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: 5,079 shares; 2024Q4: 5,432 shares; 2025Q1: 5,833 shares; 2025Q2: 6,171 shares; 2025Q3: 6,134 shares; 2025Q4: 58,783 shares; 2026Q1: 59,937 shares 59,937 $5.76M 0.39% +1,154 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: 8,154 shares; 2024Q4: 15,616 shares; 2025Q1: 24,981 shares; 2025Q2: 28,352 shares; 2025Q3: 29,739 shares; 2025Q4: 29,049 shares; 2026Q1: 38,684 shares 38,684 $5.66M 0.39% +9,635 Timeline INTF 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: 69,199 shares; 2024Q4: 152,308 shares; 2025Q1: 113,239 shares; 2025Q2: 145,907 shares; 2025Q3: 143,139 shares; 2025Q4: 144,171 shares; 2026Q1: 144,476 shares 144,476 $5.63M 0.39% +305 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: 4,153 shares; 2024Q4: 4,601 shares; 2025Q1: 5,190 shares; 2025Q2: 5,587 shares; 2025Q3: 5,295 shares; 2025Q4: 5,361 shares; 2026Q1: 5,629 shares 5,629 $5.61M 0.38% +268 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,720 shares; 2024Q4: 187,320 shares; 2025Q1: 139,084 shares; 2025Q2: 177,365 shares; 2025Q3: 173,914 shares; 2025Q4: 175,235 shares; 2026Q1: 175,843 shares 175,843 $5.56M 0.38% +608 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,348 shares; 2024Q4: 97,755 shares; 2025Q1: 70,310 shares; 2025Q2: 90,401 shares; 2025Q3: 88,865 shares; 2025Q4: 89,899 shares; 2026Q1: 92,090 shares 92,090 $5.54M 0.38% +2,191 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: 24,617 shares; 2024Q4: 25,300 shares; 2025Q1: 29,255 shares; 2025Q2: 32,421 shares; 2025Q3: 30,077 shares; 2025Q4: 31,612 shares; 2026Q1: 31,611 shares 31,611 $5.36M 0.37% -1 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,955 shares; 2024Q4: 103,624 shares; 2025Q1: 91,021 shares; 2025Q2: 260,963 shares; 2025Q3: 117,009 shares; 2025Q4: 141,074 shares; 2026Q1: 107,575 shares 107,575 $5.32M 0.36% -33,499 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 192,927 shares; 2025Q1: 194,813 shares; 2025Q2: 194,748 shares; 2025Q3: 37,287 shares; 2025Q4: 38,902 shares; 2026Q1: 41,656 shares 41,656 $5.11M 0.35% +2,754 Timeline WTMF 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: 176,456 shares; 2024Q4: 172,198 shares; 2025Q1: 143,199 shares; 2025Q2: 144,674 shares; 2025Q3: 131,042 shares; 2025Q4: 129,203 shares; 2026Q1: 126,704 shares 126,704 $5.03M 0.34% -2,499 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: 15,448 shares; 2024Q4: 15,234 shares; 2025Q1: 17,877 shares; 2025Q2: 20,491 shares; 2025Q3: 20,787 shares; 2025Q4: 19,143 shares; 2026Q1: 16,414 shares 16,414 $4.96M 0.34% -2,729 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: 35,301 shares; 2024Q4: 31,491 shares; 2025Q1: 27,785 shares; 2025Q2: 26,903 shares; 2025Q3: 23,816 shares; 2025Q4: 23,389 shares; 2026Q1: 23,166 shares 23,166 $4.89M 0.34% -223 Timeline BULZ BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 173,300 shares; 2025Q2: 173,300 shares; 2025Q3: not reported; 2025Q4: 18,583 shares; 2026Q1: 275,000 shares 275,000 $4.84M 0.33% +256,417 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: 13,090 shares; 2024Q4: 11,491 shares; 2025Q1: 14,858 shares; 2025Q2: 16,550 shares; 2025Q3: 17,731 shares; 2025Q4: 18,824 shares; 2026Q1: 19,018 shares 19,018 $4.65M 0.32% +194 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: 66,469 shares; 2024Q4: 83,119 shares; 2025Q1: 88,036 shares; 2025Q2: 90,655 shares; 2025Q3: 93,570 shares; 2025Q4: 241,928 shares; 2026Q1: 117,940 shares 117,940 $4.53M 0.31% -123,988 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: 11,405 shares; 2024Q4: 14,192 shares; 2025Q1: 13,739 shares; 2025Q2: 17,589 shares; 2025Q3: 18,071 shares; 2025Q4: 21,156 shares; 2026Q1: 21,176 shares 21,176 $4.31M 0.3% +20 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,178 shares; 2025Q1: 79,613 shares; 2025Q2: 264,996 shares; 2025Q3: not reported; 2025Q4: 59,805 shares; 2026Q1: 88,504 shares 88,504 $4.24M 0.29% +28,699 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: 7,391 shares; 2024Q4: 10,189 shares; 2025Q1: 10,246 shares; 2025Q2: 10,889 shares; 2025Q3: 11,052 shares; 2025Q4: 12,216 shares; 2026Q1: 12,451 shares 12,451 $4.21M 0.29% +235 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,631 shares; 2024Q4: 171,065 shares; 2025Q1: 144,437 shares; 2025Q2: 156,034 shares; 2025Q3: 143,294 shares; 2025Q4: 144,340 shares; 2026Q1: 139,617 shares 139,617 $4.21M 0.29% -4,723 Timeline JPEM 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: 44,836 shares; 2024Q4: 70,210 shares; 2025Q1: 52,432 shares; 2025Q2: 66,980 shares; 2025Q3: 65,621 shares; 2025Q4: 66,150 shares; 2026Q1: 67,252 shares 67,252 $4.18M 0.29% +1,102 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: 18,651 shares; 2024Q4: 22,937 shares; 2025Q1: 27,059 shares; 2025Q2: 24,930 shares; 2025Q3: 28,042 shares; 2025Q4: 22,054 shares; 2026Q1: 25,586 shares 25,586 $4.09M 0.28% +3,532 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,755 shares; 2024Q4: 29,718 shares; 2025Q1: 27,300 shares; 2025Q2: 26,698 shares; 2025Q3: 22,498 shares; 2025Q4: 21,378 shares; 2026Q1: 21,194 shares 21,194 $4.07M 0.28% -184 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: 868 shares; 2024Q4: 868 shares; 2025Q1: 1,598 shares; 2025Q2: 1,598 shares; 2025Q3: 1,598 shares; 2025Q4: 1,513 shares; 2026Q1: 9,446 shares 9,446 $4.06M 0.28% +7,933 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,944 shares; 2024Q4: 2,306 shares; 2025Q1: 2,503 shares; 2025Q2: 2,743 shares; 2025Q3: 2,321 shares; 2025Q4: 1,999 shares; 2026Q1: 9,499 shares 9,499 $4.04M 0.28% +7,500 Timeline QGRW 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: 118,617 shares; 2024Q4: 136,133 shares; 2025Q1: 111,371 shares; 2025Q2: 74,629 shares; 2025Q3: 71,790 shares; 2025Q4: 71,804 shares; 2026Q1: 73,361 shares 73,361 $3.92M 0.27% +1,557 Timeline BKUI BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 313,847 shares; 2025Q1: 374,459 shares; 2025Q2: 407,209 shares; 2025Q3: 399,718 shares; 2025Q4: 353,471 shares; 2026Q1: 70,128 shares 70,128 $3.49M 0.24% -283,343 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: 11,453 shares; 2024Q4: 12,866 shares; 2025Q1: 13,521 shares; 2025Q2: 15,718 shares; 2025Q3: 14,472 shares; 2025Q4: 14,717 shares; 2026Q1: 14,762 shares 14,762 $3.21M 0.22% +45 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321,882 shares; 2025Q3: 304,871 shares; 2025Q4: 319,860 shares; 2026Q1: 88,208 shares 88,208 $3.19M 0.22% -231,652 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: 6,888 shares; 2024Q4: 6,837 shares; 2025Q1: 5,766 shares; 2025Q2: 8,443 shares; 2025Q3: 7,724 shares; 2025Q4: 8,648 shares; 2026Q1: 9,358 shares 9,358 $3.16M 0.22% +710 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,170 shares; 2024Q4: 196,489 shares; 2025Q1: 161,120 shares; 2025Q2: 107,939 shares; 2025Q3: 105,664 shares; 2025Q4: 105,727 shares; 2026Q1: 108,510 shares 108,510 $3.16M 0.22% +2,783 Timeline BBJP 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: 43,361 shares; 2025Q3: 43,533 shares; 2025Q4: 43,533 shares; 2026Q1: 45,203 shares 45,203 $3.11M 0.21% +1,670 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: 38,051 shares; 2024Q4: 39,854 shares; 2025Q1: 41,801 shares; 2025Q2: 42,881 shares; 2025Q3: 39,683 shares; 2025Q4: 39,822 shares; 2026Q1: 39,104 shares 39,104 $3.11M 0.21% -718 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: 8,214 shares; 2024Q4: 17,105 shares; 2025Q1: 18,267 shares; 2025Q2: 19,252 shares; 2025Q3: 18,581 shares; 2025Q4: 17,112 shares; 2026Q1: 19,291 shares 19,291 $3.09M 0.21% +2,179 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,521 shares; 2025Q1: 21,076 shares; 2025Q2: 17,137 shares; 2025Q3: 17,137 shares; 2025Q4: 17,137 shares; 2026Q1: 17,137 shares 17,137 $3.09M 0.21% 0 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: 1,389 shares; 2024Q4: 4,624 shares; 2025Q1: 3,952 shares; 2025Q2: 4,467 shares; 2025Q3: 4,469 shares; 2025Q4: 5,266 shares; 2026Q1: 5,117 shares 5,117 $3.06M 0.21% -149 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: 14,461 shares; 2024Q4: 16,194 shares; 2025Q1: 16,619 shares; 2025Q2: 18,112 shares; 2025Q3: 16,617 shares; 2025Q4: 15,298 shares; 2026Q1: 15,815 shares 15,815 $3.05M 0.21% +517 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: 64,109 shares; 2024Q4: 72,578 shares; 2025Q1: 60,613 shares; 2025Q2: 60,556 shares; 2025Q3: 53,553 shares; 2025Q4: 53,149 shares; 2026Q1: 55,825 shares 55,825 $3.02M 0.21% +2,676 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: 1,365 shares; 2024Q4: 1,473 shares; 2025Q1: 1,195 shares; 2025Q2: 2,014 shares; 2025Q3: 1,791 shares; 2025Q4: 3,473 shares; 2026Q1: 3,450 shares 3,450 $3.01M 0.21% -23 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: 42,022 shares; 2024Q4: 45,550 shares; 2025Q1: 48,862 shares; 2025Q2: 56,228 shares; 2025Q3: 55,733 shares; 2025Q4: 60,077 shares; 2026Q1: 59,457 shares 59,457 $2.9M 0.2% -620 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: 29,536 shares; 2024Q4: 31,045 shares; 2025Q1: 33,975 shares; 2025Q2: 40,644 shares; 2025Q3: 34,810 shares; 2025Q4: 37,709 shares; 2026Q1: 37,849 shares 37,849 $2.89M 0.2% +140 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 5,580 shares; 2025Q3: 9,699 shares; 2025Q4: 9,699 shares; 2026Q1: 11,250 shares 11,250 $2.79M 0.19% +1,551 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: 7,973 shares; 2024Q4: 8,841 shares; 2025Q1: 8,192 shares; 2025Q2: 8,559 shares; 2025Q3: 7,557 shares; 2025Q4: 7,947 shares; 2026Q1: 8,135 shares 8,135 $2.78M 0.19% +188 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: 9,049 shares; 2024Q4: 9,953 shares; 2025Q1: 10,886 shares; 2025Q2: 11,225 shares; 2025Q3: 13,690 shares; 2025Q4: 12,440 shares; 2026Q1: 13,322 shares 13,322 $2.76M 0.19% +882 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: 5,273 shares; 2024Q4: 6,444 shares; 2025Q1: 7,053 shares; 2025Q2: 8,729 shares; 2025Q3: 7,533 shares; 2025Q4: 8,000 shares; 2026Q1: 9,652 shares 9,652 $2.74M 0.19% +1,652 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: 6,935 shares; 2024Q4: 8,297 shares; 2025Q1: 13,818 shares; 2025Q2: 18,114 shares; 2025Q3: 19,154 shares; 2025Q4: 21,793 shares; 2026Q1: 19,227 shares 19,227 $2.68M 0.18% -2,566 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: 19,984 shares; 2024Q4: 22,256 shares; 2025Q1: 25,194 shares; 2025Q2: 33,047 shares; 2025Q3: 31,242 shares; 2025Q4: 32,731 shares; 2026Q1: 34,317 shares 34,317 $2.66M 0.18% +1,586 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,675 shares; 2024Q4: 4,971 shares; 2025Q1: 4,975 shares; 2025Q2: 5,729 shares; 2025Q3: 5,131 shares; 2025Q4: 5,389 shares; 2026Q1: 5,561 shares 5,561 $2.56M 0.18% +172 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: 3,198 shares; 2024Q4: 3,788 shares; 2025Q1: 4,184 shares; 2025Q2: 4,546 shares; 2025Q3: 5,823 shares; 2025Q4: 5,226 shares; 2026Q1: 5,199 shares 5,199 $2.56M 0.18% -27 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: 1,542 shares; 2024Q4: 1,018 shares; 2025Q1: 1,334 shares; 2025Q2: 1,483 shares; 2025Q3: 1,377 shares; 2025Q4: 1,416 shares; 2026Q1: 1,703 shares 1,703 $2.51M 0.17% +287 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,210 shares; 2024Q4: 13,290 shares; 2025Q1: 17,047 shares; 2025Q2: 19,712 shares; 2025Q3: 14,908 shares; 2025Q4: 14,435 shares; 2026Q1: 14,462 shares 14,462 $2.38M 0.16% +27 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,956 shares; 2025Q1: 2,009 shares; 2025Q2: 2,493 shares; 2025Q3: 2,284 shares; 2025Q4: 2,322 shares; 2026Q1: 2,798 shares 2,798 $2.37M 0.16% +476 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: 6,863 shares; 2024Q4: 7,424 shares; 2025Q1: 7,329 shares; 2025Q2: 9,114 shares; 2025Q3: 9,051 shares; 2025Q4: 8,113 shares; 2026Q1: 7,149 shares 7,149 $2.35M 0.16% -964 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: 3,214 shares; 2024Q4: 3,551 shares; 2025Q1: 3,577 shares; 2025Q2: 3,373 shares; 2025Q3: 3,134 shares; 2025Q4: 3,179 shares; 2026Q1: 3,307 shares 3,307 $2.34M 0.16% +128 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,315 shares; 2024Q4: 31,105 shares; 2025Q1: 22,924 shares; 2025Q2: 24,718 shares; 2025Q3: 21,661 shares; 2025Q4: 21,025 shares; 2026Q1: 20,793 shares 20,793 $2.32M 0.16% -232 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: 18,057 shares; 2024Q4: 18,621 shares; 2025Q1: 13,859 shares; 2025Q2: 16,813 shares; 2025Q3: 19,431 shares; 2025Q4: 17,518 shares; 2026Q1: 18,476 shares 18,476 $2.23M 0.15% +958 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,018 shares; 2024Q4: 4,432 shares; 2025Q1: 4,688 shares; 2025Q2: 5,246 shares; 2025Q3: 4,777 shares; 2025Q4: 4,053 shares; 2026Q1: 4,434 shares 4,434 $2.2M 0.15% +381 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,919 shares; 2026Q1: 43,919 shares 43,919 $2.15M 0.15% 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: 8,236 shares; 2025Q1: 7,535 shares; 2025Q2: 8,840 shares; 2025Q3: 9,832 shares; 2025Q4: 10,489 shares; 2026Q1: 10,064 shares 10,064 $2.15M 0.15% -425 Timeline DFUS 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: 44,048 shares; 2024Q4: 44,048 shares; 2025Q1: 37,148 shares; 2025Q2: 37,908 shares; 2025Q3: 32,152 shares; 2025Q4: 31,085 shares; 2026Q1: 30,206 shares 30,206 $2.14M 0.15% -879 Timeline MCHI 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: 16,707 shares; 2025Q1: 16,707 shares; 2025Q2: 17,750 shares; 2025Q3: 24,449 shares; 2025Q4: 24,449 shares; 2026Q1: 37,987 shares 37,987 $2.13M 0.15% +13,538 Timeline ARTY 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: 45,600 shares; 2025Q4: 45,600 shares; 2026Q1: 45,600 shares 45,600 $2.12M 0.15% 0 Timeline IBOT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 39,700 shares; 2025Q4: 39,700 shares; 2026Q1: 39,700 shares 39,700 $2.11M 0.14% 0 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: 3,321 shares; 2024Q4: 4,965 shares; 2025Q1: 4,971 shares; 2025Q2: 5,444 shares; 2025Q3: 5,900 shares; 2025Q4: 5,015 shares; 2026Q1: 5,362 shares 5,362 $2.09M 0.14% +347 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: 3,930 shares; 2024Q4: 4,461 shares; 2025Q1: 6,037 shares; 2025Q2: 6,629 shares; 2025Q3: 6,792 shares; 2025Q4: 7,216 shares; 2026Q1: 6,672 shares 6,672 $2.07M 0.14% -544 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,135 shares; 2024Q4: 8,703 shares; 2025Q1: 8,303 shares; 2025Q2: 9,261 shares; 2025Q3: 11,436 shares; 2025Q4: 15,732 shares; 2026Q1: 17,217 shares 17,217 $2.04M 0.14% +1,485 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: 49,590 shares; 2024Q4: 48,184 shares; 2025Q1: 45,020 shares; 2025Q2: 44,706 shares; 2025Q3: 43,683 shares; 2025Q4: 36,042 shares; 2026Q1: 35,993 shares 35,993 $2.04M 0.14% -49 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,940 shares; 2024Q4: 124,700 shares; 2025Q1: 146,700 shares; 2025Q2: 156,700 shares; 2025Q3: 157,000 shares; 2025Q4: 153,800 shares; 2026Q1: 168,800 shares 168,800 $1.97M 0.13% +15,000 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,900 shares; 2025Q1: 6,000 shares; 2025Q2: 6,179 shares; 2025Q3: 3,770 shares; 2025Q4: 4,471 shares; 2026Q1: 6,975 shares 6,975 $1.96M 0.13% +2,504 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: 10,570 shares; 2024Q4: 11,677 shares; 2025Q1: 12,351 shares; 2025Q2: 13,953 shares; 2025Q3: 12,782 shares; 2025Q4: 12,244 shares; 2026Q1: 13,297 shares 13,297 $1.96M 0.13% +1,053 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: 12,156 shares; 2024Q4: 11,960 shares; 2025Q1: 13,862 shares; 2025Q2: 15,246 shares; 2025Q3: 16,171 shares; 2025Q4: 16,244 shares; 2026Q1: 17,060 shares 17,060 $1.93M 0.13% +816 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: 2,716 shares; 2024Q4: 2,934 shares; 2025Q1: 3,917 shares; 2025Q2: 2,688 shares; 2025Q3: 4,999 shares; 2025Q4: 4,362 shares; 2026Q1: 3,505 shares 3,505 $1.92M 0.13% -857 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,886 shares; 2024Q4: 5,334 shares; 2025Q1: 6,243 shares; 2025Q2: 6,429 shares; 2025Q3: 6,303 shares; 2025Q4: 6,348 shares; 2026Q1: 6,340 shares 6,340 $1.92M 0.13% -8 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: 10,605 shares; 2024Q4: 12,223 shares; 2025Q1: 13,231 shares; 2025Q2: 12,927 shares; 2025Q3: 12,832 shares; 2025Q4: 11,746 shares; 2026Q1: 14,523 shares 14,523 $1.92M 0.13% +2,777 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: 13,123 shares; 2024Q4: 13,099 shares; 2025Q1: 10,346 shares; 2025Q2: 11,226 shares; 2025Q3: 9,974 shares; 2025Q4: 9,623 shares; 2026Q1: 9,949 shares 9,949 $1.91M 0.13% +326 Timeline WTPI 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: 122,807 shares; 2024Q4: 118,622 shares; 2025Q1: 100,820 shares; 2025Q2: 102,818 shares; 2025Q3: 94,553 shares; 2025Q4: 61,916 shares; 2026Q1: 58,804 shares 58,804 $1.88M 0.13% -3,112 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,953 shares; 2024Q4: 4,163 shares; 2025Q1: 4,099 shares; 2025Q2: 4,609 shares; 2025Q3: 4,401 shares; 2025Q4: 4,423 shares; 2026Q1: 4,241 shares 4,241 $1.83M 0.13% -182 Timeline JMEE 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: 30,596 shares; 2025Q1: 22,830 shares; 2025Q2: 27,155 shares; 2025Q3: 26,305 shares; 2025Q4: 26,578 shares; 2026Q1: 27,390 shares 27,390 $1.83M 0.13% +812 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,093 shares 4,093 $1.75M 0.12% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,153 shares; 2024Q4: 6,967 shares; 2025Q1: 6,416 shares; 2025Q2: 13,096 shares; 2025Q3: 11,094 shares; 2025Q4: 11,556 shares; 2026Q1: 13,781 shares 13,781 $1.74M 0.12% +2,225 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: 6,871 shares; 2024Q4: 7,649 shares; 2025Q1: 8,871 shares; 2025Q2: 9,000 shares; 2025Q3: 9,495 shares; 2025Q4: 7,022 shares; 2026Q1: 7,326 shares 7,326 $1.73M 0.12% +304 Timeline ROBT 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: 37,400 shares; 2025Q4: 37,400 shares; 2026Q1: 37,400 shares 37,400 $1.73M 0.12% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,622 shares; 2024Q4: 15,454 shares; 2025Q1: 21,238 shares; 2025Q2: 27,435 shares; 2025Q3: 35,014 shares; 2025Q4: 37,050 shares; 2026Q1: 38,322 shares 38,322 $1.69M 0.12% +1,272 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: 7,395 shares; 2024Q4: 7,617 shares; 2025Q1: 8,058 shares; 2025Q2: 10,071 shares; 2025Q3: 9,454 shares; 2025Q4: 9,548 shares; 2026Q1: 9,257 shares 9,257 $1.69M 0.12% -291 Timeline LDUR 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: 19,392 shares; 2024Q4: 17,787 shares; 2025Q1: 16,755 shares; 2025Q2: 17,090 shares; 2025Q3: 16,105 shares; 2025Q4: 16,826 shares; 2026Q1: 17,374 shares 17,374 $1.66M 0.11% +548 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: 1,268 shares; 2024Q4: 1,526 shares; 2025Q1: 1,653 shares; 2025Q2: 1,849 shares; 2025Q3: 1,791 shares; 2025Q4: 1,809 shares; 2026Q1: 1,917 shares 1,917 $1.66M 0.11% +108 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,214 shares; 2025Q3: 43,788 shares; 2025Q4: 43,788 shares; 2026Q1: 47,511 shares 47,511 $1.65M 0.11% +3,723 Timeline DFJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,235 shares; 2025Q3: 15,235 shares; 2025Q4: 15,235 shares; 2026Q1: 15,807 shares 15,807 $1.61M 0.11% +572 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: 775 shares; 2024Q4: 981 shares; 2025Q1: 787 shares; 2025Q2: 1,018 shares; 2025Q3: 1,047 shares; 2025Q4: 1,043 shares; 2026Q1: 1,207 shares 1,207 $1.59M 0.11% +164 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,211 shares; 2025Q3: 21,211 shares; 2025Q4: 21,211 shares; 2026Q1: 21,211 shares 21,211 $1.59M 0.11% 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: 189,097 shares; 2024Q4: 190,527 shares; 2025Q1: 183,058 shares; 2025Q2: 210,218 shares; 2025Q3: 194,989 shares; 2025Q4: 190,911 shares; 2026Q1: 28,862 shares 28,862 $1.57M 0.11% -162,049 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: 3,781 shares; 2024Q4: 4,156 shares; 2025Q1: 3,523 shares; 2025Q2: 4,932 shares; 2025Q3: 4,701 shares; 2025Q4: 4,951 shares; 2026Q1: 4,938 shares 4,938 $1.57M 0.11% -13 Timeline FMTM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,529 shares 44,529 $1.55M 0.11% new 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: 8,533 shares; 2024Q4: 6,446 shares; 2025Q1: 8,072 shares; 2025Q2: 6,413 shares; 2025Q3: 8,498 shares; 2025Q4: 9,456 shares; 2026Q1: 9,851 shares 9,851 $1.53M 0.1% +395 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: 36,892 shares; 2024Q4: 41,124 shares; 2025Q1: 45,689 shares; 2025Q2: 55,181 shares; 2025Q3: 52,402 shares; 2025Q4: 50,564 shares; 2026Q1: 52,420 shares 52,420 $1.52M 0.1% +1,856 Timeline IQLT 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: 51,732 shares; 2024Q4: 48,364 shares; 2025Q1: 35,224 shares; 2025Q2: 37,975 shares; 2025Q3: 33,210 shares; 2025Q4: 33,048 shares; 2026Q1: 32,597 shares 32,597 $1.51M 0.1% -451 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,567 shares; 2024Q4: 10,134 shares; 2025Q1: 10,580 shares; 2025Q2: 11,634 shares; 2025Q3: 11,139 shares; 2025Q4: 10,610 shares; 2026Q1: 8,069 shares 8,069 $1.51M 0.1% -2,541 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446 shares; 2024Q4: 452 shares; 2025Q1: 411 shares; 2025Q2: 469 shares; 2025Q3: 461 shares; 2025Q4: 443 shares; 2026Q1: 442 shares 442 $1.49M 0.1% -1 Timeline INDA 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: 20,698 shares; 2025Q2: 43,812 shares; 2025Q3: 34,661 shares; 2025Q4: 32,731 shares; 2026Q1: 31,701 shares 31,701 $1.48M 0.1% -1,030 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,393 shares; 2024Q4: 27,952 shares; 2025Q1: 29,388 shares; 2025Q2: 29,852 shares; 2025Q3: 29,601 shares; 2025Q4: 31,950 shares; 2026Q1: 31,725 shares 31,725 $1.48M 0.1% -225 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,674 shares; 2024Q4: 24,207 shares; 2025Q1: 44,414 shares; 2025Q2: 22,293 shares; 2025Q3: 22,257 shares; 2025Q4: 21,779 shares; 2026Q1: 44,138 shares 44,138 $1.47M 0.1% +22,359 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: 14,511 shares; 2024Q4: 51,604 shares; 2025Q1: 57,068 shares; 2025Q2: 55,762 shares; 2025Q3: 55,762 shares; 2025Q4: 52,546 shares; 2026Q1: 52,552 shares 52,552 $1.46M 0.1% +6 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 4,990 shares; 2026Q1: 5,403 shares 5,403 $1.46M 0.1% +413 Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,966 shares; 2025Q1: 9,966 shares; 2025Q2: 9,967 shares; 2025Q3: 14,387 shares; 2025Q4: 14,387 shares; 2026Q1: 15,651 shares 15,651 $1.46M 0.1% +1,264 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,087 shares; 2025Q3: 8,222 shares; 2025Q4: 13,284 shares; 2026Q1: 13,233 shares 13,233 $1.45M 0.1% -51 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: 1,101 shares; 2024Q4: 2,384 shares; 2025Q1: 1,800 shares; 2025Q2: 1,533 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares; 2026Q1: 3,316 shares 3,316 $1.45M 0.1% +1,682 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: 4,604 shares; 2024Q4: 5,173 shares; 2025Q1: 5,861 shares; 2025Q2: 7,125 shares; 2025Q3: 5,788 shares; 2025Q4: 6,078 shares; 2026Q1: 5,884 shares 5,884 $1.43M 0.1% -194 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,674 shares; 2025Q1: 3,858 shares; 2025Q2: 4,111 shares; 2025Q3: 3,872 shares; 2025Q4: 2,795 shares; 2026Q1: 3,194 shares 3,194 $1.43M 0.1% +399 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: 6,451 shares; 2024Q4: 6,810 shares; 2025Q1: 7,229 shares; 2025Q2: 7,596 shares; 2025Q3: 6,336 shares; 2025Q4: 6,351 shares; 2026Q1: 6,074 shares 6,074 $1.37M 0.09% -277 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: 13,889 shares; 2024Q4: 15,353 shares; 2025Q1: 16,977 shares; 2025Q2: 18,503 shares; 2025Q3: 16,912 shares; 2025Q4: 17,581 shares; 2026Q1: 14,225 shares 14,225 $1.37M 0.09% -3,356 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: 10,100 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $1.36M 0.09% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 7,304 shares; 2025Q1: 7,198 shares; 2025Q2: 4,206 shares; 2025Q3: 5,491 shares; 2025Q4: 4,933 shares; 2026Q1: 4,989 shares 4,989 $1.35M 0.09% +56 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,916 shares; 2024Q4: 12,632 shares; 2025Q1: 18,674 shares; 2025Q2: 24,327 shares; 2025Q3: 25,681 shares; 2025Q4: 21,261 shares; 2026Q1: 22,647 shares 22,647 $1.33M 0.09% +1,386 Timeline HYZD 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: 67,684 shares; 2024Q4: 60,552 shares; 2025Q1: 62,442 shares; 2025Q2: 55,061 shares; 2025Q3: 56,308 shares; 2025Q4: 60,298 shares; 2026Q1: 60,084 shares 60,084 $1.32M 0.09% -214 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 8,039 shares; 2025Q1: 10,118 shares; 2025Q2: 12,635 shares; 2025Q3: 12,491 shares; 2025Q4: 12,984 shares; 2026Q1: 13,649 shares 13,649 $1.28M 0.09% +665 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: 23,805 shares; 2024Q4: 25,579 shares; 2025Q1: 26,786 shares; 2025Q2: 30,940 shares; 2025Q3: 28,499 shares; 2025Q4: 28,958 shares; 2026Q1: 25,538 shares 25,538 $1.28M 0.09% -3,420 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: 10,600 shares; 2024Q4: 11,692 shares; 2025Q1: 12,749 shares; 2025Q2: 14,403 shares; 2025Q3: 12,480 shares; 2025Q4: 12,949 shares; 2026Q1: 13,756 shares 13,756 $1.28M 0.09% +807 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 6,324 shares; 2025Q2: 3,420 shares; 2025Q3: 3,420 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $1.27M 0.09% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,487 shares 6,487 $1.27M 0.09% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,837 shares; 2024Q4: 13,796 shares; 2025Q1: 20,006 shares; 2025Q2: 20,135 shares; 2025Q3: 20,392 shares; 2025Q4: 17,266 shares; 2026Q1: 17,430 shares 17,430 $1.25M 0.09% +164 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,507 shares; 2024Q4: 26,951 shares; 2025Q1: 22,000 shares; 2025Q2: 22,000 shares; 2025Q3: 22,000 shares; 2025Q4: 22,000 shares; 2026Q1: 37,000 shares 37,000 $1.24M 0.09% +15,000 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,570 shares; 2024Q4: 4,580 shares; 2025Q1: 5,328 shares; 2025Q2: 3,936 shares; 2025Q3: 3,221 shares; 2025Q4: 3,435 shares; 2026Q1: 3,503 shares 3,503 $1.23M 0.08% +68 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,543 shares; 2024Q4: 6,618 shares; 2025Q1: 6,802 shares; 2025Q2: 8,118 shares; 2025Q3: 7,991 shares; 2025Q4: 8,721 shares; 2026Q1: 8,156 shares 8,156 $1.22M 0.08% -565 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,456 shares; 2024Q4: 53,809 shares; 2025Q1: 76,403 shares; 2025Q2: 107,068 shares; 2025Q3: 131,515 shares; 2025Q4: 84,242 shares; 2026Q1: 84,361 shares 84,361 $1.21M 0.08% +119 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,330 shares; 2024Q4: 1,485 shares; 2025Q1: 1,627 shares; 2025Q2: 3,598 shares; 2025Q3: 2,472 shares; 2025Q4: 2,013 shares; 2026Q1: 2,131 shares 2,131 $1.2M 0.08% +118 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,330 shares; 2024Q4: 168,291 shares; 2025Q1: 136,143 shares; 2025Q2: 131,725 shares; 2025Q3: 121,690 shares; 2025Q4: 90,121 shares; 2026Q1: 85,028 shares 85,028 $1.19M 0.08% -5,093 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 792 shares; 2025Q1: 995 shares; 2025Q2: 1,030 shares; 2025Q3: 805 shares; 2025Q4: 645 shares; 2026Q1: 1,024 shares 1,024 $1.19M 0.08% +379 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 3,023 shares; 2025Q1: 3,076 shares; 2025Q2: 3,647 shares; 2025Q3: 3,265 shares; 2025Q4: 3,478 shares; 2026Q1: 3,589 shares 3,589 $1.17M 0.08% +111 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,700 shares; 2024Q4: 115,700 shares; 2025Q1: 189,400 shares; 2025Q2: 189,700 shares; 2025Q3: 195,200 shares; 2025Q4: 155,700 shares; 2026Q1: 135,200 shares 135,200 $1.17M 0.08% -20,500 Timeline CXSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,020 shares; 2025Q1: 20,020 shares; 2025Q2: 20,020 shares; 2025Q3: 28,422 shares; 2025Q4: 28,422 shares; 2026Q1: 30,869 shares 30,869 $1.17M 0.08% +2,447 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: 645 shares; 2024Q4: 897 shares; 2025Q1: 1,136 shares; 2025Q2: 1,220 shares; 2025Q3: 1,189 shares; 2025Q4: 1,215 shares; 2026Q1: 1,302 shares 1,302 $1.17M 0.08% +87 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: 26,900 shares; 2024Q4: 53,800 shares; 2025Q1: 48,000 shares; 2025Q2: 48,000 shares; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares 48,000 $1.16M 0.08% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,843 shares; 2024Q4: 10,249 shares; 2025Q1: 10,971 shares; 2025Q2: 12,819 shares; 2025Q3: 11,565 shares; 2025Q4: 11,073 shares; 2026Q1: 11,219 shares 11,219 $1.15M 0.08% +146 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 244 shares; 2025Q1: 290 shares; 2025Q2: 334 shares; 2025Q3: 301 shares; 2025Q4: 292 shares; 2026Q1: 270 shares 270 $1.14M 0.08% -22 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,421 shares; 2026Q1: 11,226 shares 11,226 $1.13M 0.08% +805 Timeline SCHC 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: 25,607 shares; 2025Q1: 19,093 shares; 2025Q2: 24,337 shares; 2025Q3: 23,842 shares; 2025Q4: 24,011 shares; 2026Q1: 24,053 shares 24,053 $1.12M 0.08% +42 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,168 shares; 2024Q4: 15,219 shares; 2025Q1: 12,351 shares; 2025Q2: 11,861 shares; 2025Q3: 9,855 shares; 2025Q4: 9,731 shares; 2026Q1: 9,471 shares 9,471 $1.12M 0.08% -260 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,559 shares; 2024Q4: 13,562 shares; 2025Q1: 14,498 shares; 2025Q2: 14,589 shares; 2025Q3: 12,391 shares; 2025Q4: 11,195 shares; 2026Q1: 11,230 shares 11,230 $1.11M 0.08% +35 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: 19,822 shares; 2024Q4: 18,401 shares; 2025Q1: 13,432 shares; 2025Q2: 12,625 shares; 2025Q3: 12,663 shares; 2025Q4: 12,675 shares; 2026Q1: 12,552 shares 12,552 $1.11M 0.08% -123 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: 37,566 shares; 2024Q4: 27,744 shares; 2025Q1: 27,106 shares; 2025Q2: 41,041 shares; 2025Q3: 36,056 shares; 2025Q4: 36,399 shares; 2026Q1: 38,808 shares 38,808 $1.09M 0.07% +2,409 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 43,068 shares; 2025Q3: 41,568 shares; 2025Q4: 65,568 shares; 2026Q1: 105,768 shares 105,768 $1.09M 0.07% +40,200 Timeline VGSH 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: 17,132 shares; 2024Q4: 17,132 shares; 2025Q1: 17,132 shares; 2025Q2: 17,132 shares; 2025Q3: 17,132 shares; 2025Q4: 18,492 shares; 2026Q1: 18,492 shares 18,492 $1.08M 0.07% 0 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: 2,948 shares; 2024Q4: 3,205 shares; 2025Q1: 3,458 shares; 2025Q2: 3,974 shares; 2025Q3: 3,557 shares; 2025Q4: 3,399 shares; 2026Q1: 3,290 shares 3,290 $1.08M 0.07% -109 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: 4,231 shares; 2024Q4: 4,429 shares; 2025Q1: 4,428 shares; 2025Q2: 4,327 shares; 2025Q3: 4,827 shares; 2025Q4: 4,570 shares; 2026Q1: 4,570 shares 4,570 $1.08M 0.07% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,278 shares; 2025Q2: 3,298 shares; 2025Q3: 3,391 shares; 2025Q4: 4,064 shares; 2026Q1: 5,303 shares 5,303 $1.08M 0.07% +1,239 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 3,547 shares 3,547 $1.06M 0.07% +2,547 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,397 shares; 2024Q4: 17,381 shares; 2025Q1: 16,899 shares; 2025Q2: 18,231 shares; 2025Q3: 15,538 shares; 2025Q4: 15,037 shares; 2026Q1: 16,775 shares 16,775 $1.05M 0.07% +1,738 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,419 shares; 2026Q1: 2,683 shares 2,683 $1.05M 0.07% +264 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: 11,868 shares; 2024Q4: 12,695 shares; 2025Q1: 10,178 shares; 2025Q2: 11,399 shares; 2025Q3: 11,077 shares; 2025Q4: 10,285 shares; 2026Q1: 8,144 shares 8,144 $1.05M 0.07% -2,141 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK 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: 31,000 shares; 2025Q4: 31,000 shares; 2026Q1: 31,000 shares 31,000 $1.04M 0.07% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,434 shares; 2024Q4: 3,803 shares; 2025Q1: 4,287 shares; 2025Q2: 4,805 shares; 2025Q3: 4,383 shares; 2025Q4: 4,431 shares; 2026Q1: 4,506 shares 4,506 $1.04M 0.07% +75 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 813 shares; 2025Q1: 910 shares; 2025Q2: 1,149 shares; 2025Q3: 994 shares; 2025Q4: 981 shares; 2026Q1: 1,070 shares 1,070 $1.03M 0.07% +89 Timeline EWQ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,571 shares; 2025Q3: 21,702 shares; 2025Q4: 21,702 shares; 2026Q1: 23,609 shares 23,609 $1.02M 0.07% +1,907 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 2,252 shares; 2025Q1: 2,495 shares; 2025Q2: 3,118 shares; 2025Q3: 3,009 shares; 2025Q4: 3,908 shares; 2026Q1: 3,681 shares 3,681 $1.02M 0.07% -227 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,929 shares; 2025Q1: 3,306 shares; 2025Q2: 3,826 shares; 2025Q3: 3,297 shares; 2025Q4: 2,574 shares; 2026Q1: 2,859 shares 2,859 $1.02M 0.07% +285 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2,973 shares; 2025Q1: 2,341 shares; 2025Q2: 4,922 shares; 2025Q3: 3,957 shares; 2025Q4: 4,923 shares; 2026Q1: 4,893 shares 4,893 $1.02M 0.07% -30 Timeline USDU WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,267 shares; 2024Q4: 76,568 shares; 2025Q1: 64,852 shares; 2025Q2: 65,058 shares; 2025Q3: 59,968 shares; 2025Q4: 40,397 shares; 2026Q1: 38,653 shares 38,653 $1.02M 0.07% -1,744 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,020 shares; 2025Q3: not reported; 2025Q4: 20,100 shares; 2026Q1: 20,100 shares 20,100 $1M 0.07% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 13,200 shares; 2026Q1: 13,200 shares 13,200 $999K 0.07% 0 Timeline ORLA ORLA MNG LTD NEW More: the full row for ORLA MNG LTD NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,600 shares; 2025Q2: 42,600 shares; 2025Q3: 42,600 shares; 2025Q4: 42,600 shares; 2026Q1: 61,583 shares 61,583 $993K 0.07% +18,983 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 4,715 shares; 2025Q1: 4,995 shares; 2025Q2: 6,076 shares; 2025Q3: 5,249 shares; 2025Q4: 4,966 shares; 2026Q1: 4,690 shares 4,690 $985K 0.07% -276 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,689 shares; 2025Q1: 1,094 shares; 2025Q2: 1,117 shares; 2025Q3: 1,273 shares; 2025Q4: 2,425 shares; 2026Q1: 2,470 shares 2,470 $983K 0.07% +45 Timeline XMLV 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: 34,015 shares; 2024Q4: 15,898 shares; 2025Q1: 12,094 shares; 2025Q2: 15,176 shares; 2025Q3: 14,958 shares; 2025Q4: 15,087 shares; 2026Q1: 15,557 shares 15,557 $980K 0.07% +470 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,789 shares; 2025Q4: 8,221 shares; 2026Q1: 9,355 shares 9,355 $971K 0.07% +1,134 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: 3,691 shares; 2024Q4: 3,898 shares; 2025Q1: 6,053 shares; 2025Q2: 6,412 shares; 2025Q3: 6,173 shares; 2025Q4: 5,461 shares; 2026Q1: 6,400 shares 6,400 $965K 0.07% +939 Timeline GTOQ 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: 50,452 shares; 2024Q4: 45,445 shares; 2025Q1: 45,400 shares; 2025Q2: 42,041 shares; 2025Q3: 41,586 shares; 2025Q4: 45,075 shares; 2026Q1: 43,742 shares 43,742 $965K 0.07% -1,333 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 452 shares; 2025Q1: 532 shares; 2025Q2: 9,212 shares; 2025Q3: 8,543 shares; 2025Q4: 9,486 shares; 2026Q1: 10,275 shares 10,275 $949K 0.06% +789 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,855 shares; 2025Q1: 10,864 shares; 2025Q2: 9,907 shares; 2025Q3: 13,178 shares; 2025Q4: 7,955 shares; 2026Q1: 11,235 shares 11,235 $940K 0.06% +3,280 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 10,751 shares; 2025Q1: 9,597 shares; 2025Q2: 13,516 shares; 2025Q3: 13,795 shares; 2025Q4: 12,403 shares; 2026Q1: 12,559 shares 12,559 $936K 0.06% +156 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: 7,646 shares; 2024Q4: 12,387 shares; 2025Q1: 11,987 shares; 2025Q2: 12,796 shares; 2025Q3: 11,000 shares; 2025Q4: 9,611 shares; 2026Q1: 10,425 shares 10,425 $934K 0.06% +814 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,232 shares; 2026Q1: 22,097 shares 22,097 $932K 0.06% +1,865 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,750 shares; 2025Q1: 25,250 shares; 2025Q2: 25,250 shares; 2025Q3: 25,250 shares; 2025Q4: 28,750 shares; 2026Q1: 28,750 shares 28,750 $927K 0.06% 0 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,777 shares; 2025Q1: 15,798 shares; 2025Q2: 23,590 shares; 2025Q3: 23,590 shares; 2025Q4: 23,590 shares; 2026Q1: 7,792 shares 7,792 $923K 0.06% -15,798 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,643 shares; 2024Q4: 6,703 shares; 2025Q1: 5,896 shares; 2025Q2: 8,421 shares; 2025Q3: 8,022 shares; 2025Q4: 7,231 shares; 2026Q1: 7,018 shares 7,018 $920K 0.06% -213 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: 9,623 shares; 2024Q4: 10,546 shares; 2025Q1: 9,502 shares; 2025Q2: 13,455 shares; 2025Q3: 12,889 shares; 2025Q4: 13,528 shares; 2026Q1: 13,866 shares 13,866 $915K 0.06% +338 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: 18,941 shares; 2024Q4: 17,203 shares; 2025Q1: 17,832 shares; 2025Q2: 18,040 shares; 2025Q3: 17,869 shares; 2025Q4: 20,626 shares; 2026Q1: 18,250 shares 18,250 $909K 0.06% -2,376 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: 2,033 shares; 2024Q4: 2,926 shares; 2025Q1: 2,410 shares; 2025Q2: 4,302 shares; 2025Q3: 4,188 shares; 2025Q4: 4,197 shares; 2026Q1: 4,550 shares 4,550 $906K 0.06% +353 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,300 shares; 2025Q2: 8,880 shares; 2025Q3: 4,080 shares; 2025Q4: 5,830 shares; 2026Q1: 9,580 shares 9,580 $899K 0.06% +3,750 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 5,757 shares; 2025Q1: 5,237 shares; 2025Q2: 10,647 shares; 2025Q3: 9,736 shares; 2025Q4: 9,584 shares; 2026Q1: 8,265 shares 8,265 $895K 0.06% -1,319 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,976 shares; 2025Q1: 3,037 shares; 2025Q2: 3,270 shares; 2025Q3: 2,969 shares; 2025Q4: 2,944 shares; 2026Q1: 2,898 shares 2,898 $881K 0.06% -46 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 19,751 shares 19,751 $878K 0.06% +6,351 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: 3,070 shares; 2024Q4: 3,341 shares; 2025Q1: 4,242 shares; 2025Q2: 4,595 shares; 2025Q3: 3,927 shares; 2025Q4: 3,849 shares; 2026Q1: 4,381 shares 4,381 $869K 0.06% +532 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,801 shares; 2025Q1: 1,615 shares; 2025Q2: 2,138 shares; 2025Q3: 1,945 shares; 2025Q4: 1,898 shares; 2026Q1: 2,047 shares 2,047 $853K 0.06% +149 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,890 shares; 2024Q4: 10,470 shares; 2025Q1: 7,504 shares; 2025Q2: 7,323 shares; 2025Q3: 7,517 shares; 2025Q4: 6,744 shares; 2026Q1: 6,725 shares 6,725 $849K 0.06% -19 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: 11,315 shares; 2024Q4: 14,890 shares; 2025Q1: 16,732 shares; 2025Q2: 15,424 shares; 2025Q3: 13,027 shares; 2025Q4: 12,869 shares; 2026Q1: 13,910 shares 13,910 $844K 0.06% +1,041 Timeline PGJ 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: 23,714 shares; 2025Q1: 23,714 shares; 2025Q2: 23,714 shares; 2025Q3: 36,671 shares; 2025Q4: 36,671 shares; 2026Q1: 31,766 shares 31,766 $821K 0.06% -4,905 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,234 shares; 2025Q1: 5,767 shares; 2025Q2: 5,716 shares; 2025Q3: 4,606 shares; 2025Q4: 3,614 shares; 2026Q1: 4,213 shares 4,213 $818K 0.06% +599 Timeline IQDG 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: 27,927 shares; 2024Q4: 38,322 shares; 2025Q1: 32,116 shares; 2025Q2: 20,693 shares; 2025Q3: 20,109 shares; 2025Q4: 20,049 shares; 2026Q1: 20,280 shares 20,280 $814K 0.06% +231 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,896 shares; 2025Q3: 12,701 shares; 2025Q4: 12,701 shares; 2026Q1: 13,769 shares 13,769 $810K 0.06% +1,068 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: not reported; 2024Q4: not reported; 2025Q1: 2,083 shares; 2025Q2: 2,033 shares; 2025Q3: 2,407 shares; 2025Q4: 4,026 shares; 2026Q1: 3,890 shares 3,890 $803K 0.05% -136 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: 3,101 shares; 2024Q4: 3,513 shares; 2025Q1: 3,874 shares; 2025Q2: 4,507 shares; 2025Q3: 2,960 shares; 2025Q4: 3,063 shares; 2026Q1: 3,308 shares 3,308 $803K 0.05% +245 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: 5,930 shares; 2024Q4: 6,255 shares; 2025Q1: 7,346 shares; 2025Q2: 6,554 shares; 2025Q3: 6,221 shares; 2025Q4: 6,149 shares; 2026Q1: 6,121 shares 6,121 $802K 0.05% -28 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: 1,955 shares; 2024Q4: 2,180 shares; 2025Q1: 1,900 shares; 2025Q2: 2,846 shares; 2025Q3: 2,701 shares; 2025Q4: 2,693 shares; 2026Q1: 2,713 shares 2,713 $801K 0.05% +20 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: 4,493 shares; 2024Q4: 5,142 shares; 2025Q1: 4,638 shares; 2025Q2: 7,837 shares; 2025Q3: 3,616 shares; 2025Q4: 8,589 shares; 2026Q1: 9,336 shares 9,336 $796K 0.05% +747 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,368 shares; 2025Q1: 1,932 shares; 2025Q2: 1,855 shares; 2025Q3: 2,770 shares; 2025Q4: 2,795 shares; 2026Q1: 2,818 shares 2,818 $792K 0.05% +23 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,822 shares; 2024Q4: 3,461 shares; 2025Q1: 2,490 shares; 2025Q2: 3,351 shares; 2025Q3: 2,854 shares; 2025Q4: 1,872 shares; 2026Q1: 2,934 shares 2,934 $783K 0.05% +1,062 Timeline FNGU BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly 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: 50,000 shares 50,000 $782K 0.05% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,552 shares; 2024Q4: 1,924 shares; 2025Q1: 1,490 shares; 2025Q2: 2,361 shares; 2025Q3: 2,184 shares; 2025Q4: 1,804 shares; 2026Q1: 1,953 shares 1,953 $774K 0.05% +149 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,061 shares; 2024Q4: 4,578 shares; 2025Q1: 3,987 shares; 2025Q2: 6,014 shares; 2025Q3: 5,279 shares; 2025Q4: 5,146 shares; 2026Q1: 5,861 shares 5,861 $768K 0.05% +715 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 618 shares; 2024Q4: 677 shares; 2025Q1: 429 shares; 2025Q2: 481 shares; 2025Q3: 969 shares; 2025Q4: 1,053 shares; 2026Q1: 1,116 shares 1,116 $762K 0.05% +63 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: 1,851 shares; 2024Q4: 2,084 shares; 2025Q1: 1,496 shares; 2025Q2: 2,796 shares; 2025Q3: 2,544 shares; 2025Q4: 2,670 shares; 2026Q1: 2,707 shares 2,707 $756K 0.05% +37 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,441 shares; 2024Q4: 8,666 shares; 2025Q1: 7,110 shares; 2025Q2: 10,120 shares; 2025Q3: 8,949 shares; 2025Q4: 7,713 shares; 2026Q1: 8,261 shares 8,261 $752K 0.05% +548 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,055 shares; 2025Q4: 5,255 shares; 2026Q1: 5,498 shares 5,498 $748K 0.05% +243 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 921 shares; 2024Q4: 990 shares; 2025Q1: 893 shares; 2025Q2: 1,242 shares; 2025Q3: 915 shares; 2025Q4: 646 shares; 2026Q1: 759 shares 759 $745K 0.05% +113 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: 9,680 shares; 2025Q4: 10,680 shares; 2026Q1: 7,550 shares 7,550 $736K 0.05% -3,130 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,288 shares; 2024Q4: 4,431 shares; 2025Q1: 4,021 shares; 2025Q2: 4,053 shares; 2025Q3: 4,780 shares; 2025Q4: 3,704 shares; 2026Q1: 3,730 shares 3,730 $731K 0.05% +26 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,689 shares; 2024Q4: 2,828 shares; 2025Q1: 1,483 shares; 2025Q2: 3,036 shares; 2025Q3: 2,896 shares; 2025Q4: 2,963 shares; 2026Q1: 2,991 shares 2,991 $731K 0.05% +28 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: 4,678 shares; 2024Q4: 4,832 shares; 2025Q1: 3,962 shares; 2025Q2: 5,770 shares; 2025Q3: 5,253 shares; 2025Q4: 5,350 shares; 2026Q1: 5,569 shares 5,569 $730K 0.05% +219 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: 901 shares; 2024Q4: 1,149 shares; 2025Q1: 1,014 shares; 2025Q2: 1,514 shares; 2025Q3: 1,434 shares; 2025Q4: 1,453 shares; 2026Q1: 1,520 shares 1,520 $720K 0.05% +67 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: 5,706 shares; 2024Q4: 6,292 shares; 2025Q1: 5,068 shares; 2025Q2: 9,706 shares; 2025Q3: 8,718 shares; 2025Q4: 7,437 shares; 2026Q1: 7,403 shares 7,403 $715K 0.05% -34 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,881 shares; 2024Q4: 2,053 shares; 2025Q1: 1,771 shares; 2025Q2: 2,556 shares; 2025Q3: 2,534 shares; 2025Q4: 2,627 shares; 2026Q1: 2,568 shares 2,568 $708K 0.05% -59 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: 1,317 shares; 2024Q4: 1,471 shares; 2025Q1: 1,063 shares; 2025Q2: 2,160 shares; 2025Q3: 1,787 shares; 2025Q4: 1,972 shares; 2026Q1: 2,138 shares 2,138 $699K 0.05% +166 Timeline FCA 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: not reported; 2024Q4: 15,356 shares; 2025Q1: 15,356 shares; 2025Q2: 15,356 shares; 2025Q3: 20,440 shares; 2025Q4: 20,440 shares; 2026Q1: 22,039 shares 22,039 $691K 0.05% +1,599 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,937 shares; 2024Q4: 3,940 shares; 2025Q1: 4,191 shares; 2025Q2: 5,419 shares; 2025Q3: 5,583 shares; 2025Q4: 5,948 shares; 2026Q1: 6,258 shares 6,258 $687K 0.05% +310 Timeline DTD 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: 3,461 shares; 2024Q4: 7,366 shares; 2025Q1: 7,366 shares; 2025Q2: 7,366 shares; 2025Q3: 7,304 shares; 2025Q4: 7,156 shares; 2026Q1: 7,817 shares 7,817 $675K 0.05% +661 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,248 shares; 2024Q4: 1,397 shares; 2025Q1: 922 shares; 2025Q2: 1,378 shares; 2025Q3: 926 shares; 2025Q4: 862 shares; 2026Q1: 1,111 shares 1,111 $671K 0.05% +249 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 1,747 shares; 2025Q2: 2,896 shares; 2025Q3: 3,004 shares; 2025Q4: 2,795 shares; 2026Q1: 2,903 shares 2,903 $669K 0.05% +108 Timeline JBL JABIL INC More: the full row for JABIL 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: 2,495 shares 2,495 $663K 0.05% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,187 shares; 2024Q4: 2,245 shares; 2025Q1: 2,175 shares; 2025Q2: 2,797 shares; 2025Q3: 2,622 shares; 2025Q4: 3,535 shares; 2026Q1: 3,604 shares 3,604 $661K 0.05% +69 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,849 shares; 2026Q1: 12,996 shares 12,996 $658K 0.05% +8,147 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,930 shares 14,930 $649K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 3,077 shares; 2025Q1: 3,436 shares; 2025Q2: 4,122 shares; 2025Q3: 3,500 shares; 2025Q4: 3,545 shares; 2026Q1: 4,112 shares 4,112 $647K 0.04% +567 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: 347,155 shares; 2024Q4: 6,799 shares; 2025Q1: 6,539 shares; 2025Q2: 4,976 shares; 2025Q3: 5,127 shares; 2025Q4: 5,128 shares; 2026Q1: 12,758 shares 12,758 $642K 0.04% +7,630 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 16,614 shares; 2025Q3: 19,614 shares; 2025Q4: 16,114 shares; 2026Q1: 13,114 shares 13,114 $642K 0.04% -3,000 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 956 shares; 2024Q4: 987 shares; 2025Q1: 732 shares; 2025Q2: 792 shares; 2025Q3: 1,090 shares; 2025Q4: 1,119 shares; 2026Q1: 1,189 shares 1,189 $640K 0.04% +70 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,492 shares; 2024Q4: 2,958 shares; 2025Q1: 3,405 shares; 2025Q2: 1,949 shares; 2025Q3: 1,655 shares; 2025Q4: 1,727 shares; 2026Q1: 1,840 shares 1,840 $632K 0.04% +113 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: 5,113 shares; 2024Q4: 5,928 shares; 2025Q1: 6,381 shares; 2025Q2: 8,506 shares; 2025Q3: 8,026 shares; 2025Q4: 8,277 shares; 2026Q1: 7,219 shares 7,219 $628K 0.04% -1,058 Timeline MDYG 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: 11,589 shares; 2024Q4: 11,003 shares; 2025Q1: 9,042 shares; 2025Q2: 6,590 shares; 2025Q3: 6,377 shares; 2025Q4: 6,358 shares; 2026Q1: 6,485 shares 6,485 $622K 0.04% +127 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: 3,651 shares; 2024Q4: 3,339 shares; 2025Q1: 3,341 shares; 2025Q2: 3,005 shares; 2025Q3: 2,987 shares; 2025Q4: 2,714 shares; 2026Q1: 2,545 shares 2,545 $619K 0.04% -169 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,131 shares; 2024Q4: 8,169 shares; 2025Q1: 6,758 shares; 2025Q2: 6,656 shares; 2025Q3: 6,422 shares; 2025Q4: 10,732 shares; 2026Q1: 8,916 shares 8,916 $618K 0.04% -1,816 Timeline XSOE 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: 21,310 shares; 2024Q4: 25,898 shares; 2025Q1: 21,209 shares; 2025Q2: 15,677 shares; 2025Q3: 15,360 shares; 2025Q4: 15,314 shares; 2026Q1: 15,280 shares 15,280 $613K 0.04% -34 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: 2,650 shares; 2024Q4: 2,673 shares; 2025Q1: 2,645 shares; 2025Q2: 379 shares; 2025Q3: 789 shares; 2025Q4: 930 shares; 2026Q1: 873 shares 873 $610K 0.04% -57 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: 5,178 shares; 2024Q4: not reported; 2025Q1: 4,697 shares; 2025Q2: 7,328 shares; 2025Q3: 7,035 shares; 2025Q4: 7,921 shares; 2026Q1: 8,489 shares 8,489 $610K 0.04% +568 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,633 shares 11,633 $607K 0.04% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 5,009 shares; 2025Q1: 4,496 shares; 2025Q2: 6,375 shares; 2025Q3: 4,951 shares; 2025Q4: 4,889 shares; 2026Q1: 5,116 shares 5,116 $607K 0.04% +227 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,861 shares; 2024Q4: 36,258 shares; 2025Q1: 21,986 shares; 2025Q2: 25,931 shares; 2025Q3: 19,252 shares; 2025Q4: 17,296 shares; 2026Q1: 20,995 shares 20,995 $603K 0.04% +3,699 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 944 shares 944 $600K 0.04% 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: 2,464 shares; 2024Q4: 2,645 shares; 2025Q1: 2,890 shares; 2025Q2: 3,750 shares; 2025Q3: 3,330 shares; 2025Q4: 2,528 shares; 2026Q1: 2,487 shares 2,487 $595K 0.04% -41 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,975 shares; 2024Q4: 9,181 shares; 2025Q1: 10,902 shares; 2025Q2: 9,224 shares; 2025Q3: 8,386 shares; 2025Q4: 7,346 shares; 2026Q1: 9,115 shares 9,115 $595K 0.04% +1,769 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 925 shares; 2025Q1: 979 shares; 2025Q2: 1,090 shares; 2025Q3: 1,948 shares; 2025Q4: 1,898 shares; 2026Q1: 1,890 shares 1,890 $594K 0.04% -8 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: 4,602 shares; 2024Q4: 5,557 shares; 2025Q1: 4,938 shares; 2025Q2: 4,938 shares; 2025Q3: 5,893 shares; 2025Q4: 5,893 shares; 2026Q1: 5,893 shares 5,893 $590K 0.04% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: 518 shares; 2026Q1: 536 shares 536 $586K 0.04% +18 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 2,950 shares; 2025Q3: 2,579 shares; 2025Q4: 4,130 shares; 2026Q1: 4,135 shares 4,135 $583K 0.04% +5 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,918 shares 4,918 $583K 0.04% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,488 shares; 2025Q1: 1,090 shares; 2025Q2: 1,535 shares; 2025Q3: 1,369 shares; 2025Q4: 1,213 shares; 2026Q1: 1,328 shares 1,328 $577K 0.04% +115 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,658 shares 2,658 $572K 0.04% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,930 shares; 2024Q4: 11,840 shares; 2025Q1: 11,845 shares; 2025Q2: 12,570 shares; 2025Q3: 12,726 shares; 2025Q4: 10,411 shares; 2026Q1: 10,090 shares 10,090 $568K 0.04% -321 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,807 shares; 2024Q4: 4,104 shares; 2025Q1: 3,807 shares; 2025Q2: 3,707 shares; 2025Q3: 3,727 shares; 2025Q4: 3,527 shares; 2026Q1: 3,507 shares 3,507 $567K 0.04% -20 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: 7,069 shares; 2024Q4: 7,844 shares; 2025Q1: 6,393 shares; 2025Q2: 5,371 shares; 2025Q3: 8,382 shares; 2025Q4: 8,441 shares; 2026Q1: 9,273 shares 9,273 $566K 0.04% +832 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,690 shares; 2025Q1: 4,020 shares; 2025Q2: 4,773 shares; 2025Q3: 3,840 shares; 2025Q4: 2,783 shares; 2026Q1: 2,691 shares 2,691 $563K 0.04% -92 Timeline FLIN FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,800 shares; 2025Q3: 20,110 shares; 2025Q4: 17,410 shares; 2026Q1: 16,910 shares 16,910 $562K 0.04% -500 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: 2,180 shares; 2024Q4: 2,543 shares; 2025Q1: 2,592 shares; 2025Q2: 3,181 shares; 2025Q3: 2,631 shares; 2025Q4: 2,698 shares; 2026Q1: 2,717 shares 2,717 $554K 0.04% +19 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: 6,192 shares; 2024Q4: 7,006 shares; 2025Q1: 7,876 shares; 2025Q2: 6,735 shares; 2025Q3: not reported; 2025Q4: 5,260 shares; 2026Q1: 10,727 shares 10,727 $553K 0.04% +5,467 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,425 shares; 2024Q4: 5,448 shares; 2025Q1: 5,250 shares; 2025Q2: 8,126 shares; 2025Q3: 7,615 shares; 2025Q4: 4,899 shares; 2026Q1: 6,751 shares 6,751 $552K 0.04% +1,852 Timeline JMUB 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: 11,016 shares 11,016 $551K 0.04% new 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: 1,254 shares; 2024Q4: 1,383 shares; 2025Q1: 918 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 1,537 shares 1,537 $548K 0.04% +22 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: 4,738 shares; 2024Q4: 5,223 shares; 2025Q1: not reported; 2025Q2: 5,530 shares; 2025Q3: 5,650 shares; 2025Q4: 5,552 shares; 2026Q1: 5,889 shares 5,889 $548K 0.04% +337 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,439 shares; 2025Q1: 4,439 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 4,548 shares; 2026Q1: 4,958 shares 4,958 $542K 0.04% +410 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: 1,747 shares; 2024Q4: 2,139 shares; 2025Q1: 2,121 shares; 2025Q2: 2,406 shares; 2025Q3: 2,196 shares; 2025Q4: 1,678 shares; 2026Q1: 1,687 shares 1,687 $541K 0.04% +9 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,763 shares; 2024Q4: 3,524 shares; 2025Q1: 3,009 shares; 2025Q2: 5,598 shares; 2025Q3: 4,970 shares; 2025Q4: 4,895 shares; 2026Q1: 5,210 shares 5,210 $533K 0.04% +315 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,672 shares 13,672 $533K 0.04% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,648 shares; 2024Q4: 22,613 shares; 2025Q1: 25,048 shares; 2025Q2: 28,153 shares; 2025Q3: 22,002 shares; 2025Q4: 21,375 shares; 2026Q1: 20,057 shares 20,057 $531K 0.04% -1,318 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: 1,715 shares; 2024Q4: 1,850 shares; 2025Q1: 1,839 shares; 2025Q2: 1,541 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,145 shares 2,145 $530K 0.04% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 6,929 shares; 2025Q1: 6,332 shares; 2025Q2: 10,074 shares; 2025Q3: 9,145 shares; 2025Q4: 6,524 shares; 2026Q1: 7,300 shares 7,300 $529K 0.04% +776 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,834 shares 1,834 $527K 0.04% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,205 shares; 2024Q4: 18,153 shares; 2025Q1: 14,762 shares; 2025Q2: 11,135 shares; 2025Q3: 10,762 shares; 2025Q4: 10,729 shares; 2026Q1: 10,930 shares 10,930 $526K 0.04% +201 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 4,017 shares; 2025Q1: 3,881 shares; 2025Q2: 3,424 shares; 2025Q3: 3,145 shares; 2025Q4: 3,383 shares; 2026Q1: 2,767 shares 2,767 $525K 0.04% -616 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,478 shares; 2024Q4: 14,289 shares; 2025Q1: 8,346 shares; 2025Q2: 8,562 shares; 2025Q3: 7,787 shares; 2025Q4: 7,738 shares; 2026Q1: 7,647 shares 7,647 $524K 0.04% -91 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 577 shares; 2024Q4: 777 shares; 2025Q1: 622 shares; 2025Q2: 639 shares; 2025Q3: 1,031 shares; 2025Q4: 1,045 shares; 2026Q1: 1,050 shares 1,050 $515K 0.04% +5 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: 1,494 shares; 2026Q1: 1,729 shares 1,729 $513K 0.04% +235 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: 5,210 shares; 2024Q4: 6,255 shares; 2025Q1: 5,026 shares; 2025Q2: 4,828 shares; 2025Q3: 6,704 shares; 2025Q4: 6,944 shares; 2026Q1: 7,026 shares 7,026 $511K 0.04% +82 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 723 shares; 2024Q4: 787 shares; 2025Q1: 674 shares; 2025Q2: 510 shares; 2025Q3: 930 shares; 2025Q4: 635 shares; 2026Q1: 659 shares 659 $509K 0.03% +24 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,140 shares; 2024Q4: 9,200 shares; 2025Q1: not reported; 2025Q2: 7,309 shares; 2025Q3: 10,708 shares; 2025Q4: 11,652 shares; 2026Q1: 12,353 shares 12,353 $507K 0.03% +701 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,370 shares; 2024Q4: 9,173 shares; 2025Q1: 5,535 shares; 2025Q2: 5,656 shares; 2025Q3: 5,199 shares; 2025Q4: 4,403 shares; 2026Q1: 4,549 shares 4,549 $506K 0.03% +146 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,485 shares; 2025Q1: 1,112 shares; 2025Q2: 1,066 shares; 2025Q3: 1,585 shares; 2025Q4: not reported; 2026Q1: 1,459 shares 1,459 $504K 0.03% new Timeline BBAG 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: 9,428 shares; 2025Q1: 9,428 shares; 2025Q2: 9,428 shares; 2025Q3: 9,428 shares; 2025Q4: 9,855 shares; 2026Q1: 10,878 shares 10,878 $502K 0.03% +1,023 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,109 shares; 2024Q4: 14,337 shares; 2025Q1: 13,597 shares; 2025Q2: 11,455 shares; 2025Q3: not reported; 2025Q4: 17,923 shares; 2026Q1: 18,243 shares 18,243 $501K 0.03% +320 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,663 shares; 2024Q4: 2,057 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,979 shares; 2026Q1: 2,289 shares 2,289 $496K 0.03% +310 Timeline XNTK 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: 2,559 shares; 2024Q4: 2,559 shares; 2025Q1: 2,559 shares; 2025Q2: 2,559 shares; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares; 2026Q1: 1,919 shares 1,919 $490K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,150 shares 7,150 $487K 0.03% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,168 shares; 2025Q1: 2,204 shares; 2025Q2: 2,425 shares; 2025Q3: 2,666 shares; 2025Q4: 2,621 shares; 2026Q1: 2,826 shares 2,826 $484K 0.03% +205 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 318 shares; 2026Q1: 346 shares 346 $477K 0.03% +28 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,320 shares; 2025Q1: 1,106 shares; 2025Q2: 1,104 shares; 2025Q3: 1,588 shares; 2025Q4: 1,595 shares; 2026Q1: 1,616 shares 1,616 $471K 0.03% +21 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: 2,395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: 1,682 shares; 2026Q1: 2,229 shares 2,229 $471K 0.03% +547 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,417 shares; 2025Q1: not reported; 2025Q2: 1,115 shares; 2025Q3: 1,638 shares; 2025Q4: 1,642 shares; 2026Q1: 1,637 shares 1,637 $470K 0.03% -5 Timeline RPG 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: 8,425 shares; 2025Q3: 10,008 shares; 2025Q4: 10,008 shares; 2026Q1: 10,008 shares 10,008 $468K 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,670 shares 5,670 $467K 0.03% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 3,083 shares; 2026Q1: 4,053 shares 4,053 $465K 0.03% +970 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: 11,716 shares; 2024Q4: 12,722 shares; 2025Q1: 10,972 shares; 2025Q2: 10,462 shares; 2025Q3: 8,559 shares; 2025Q4: 7,778 shares; 2026Q1: 13,782 shares 13,782 $462K 0.03% +6,004 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,875 shares; 2024Q4: 7,329 shares; 2025Q1: not reported; 2025Q2: 8,665 shares; 2025Q3: 7,570 shares; 2025Q4: 7,080 shares; 2026Q1: 7,144 shares 7,144 $462K 0.03% +64 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD 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: 7,759 shares; 2025Q3: 8,876 shares; 2025Q4: 9,225 shares; 2026Q1: 9,225 shares 9,225 $460K 0.03% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,123 shares 9,123 $460K 0.03% new 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: 1,885 shares; 2024Q4: 2,004 shares; 2025Q1: 1,885 shares; 2025Q2: 1,883 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,515 shares 2,515 $458K 0.03% new 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: 2,787 shares; 2024Q4: 2,998 shares; 2025Q1: 2,474 shares; 2025Q2: 3,619 shares; 2025Q3: 3,364 shares; 2025Q4: 3,480 shares; 2026Q1: 3,148 shares 3,148 $457K 0.03% -332 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,293 shares; 2025Q1: 1,981 shares; 2025Q2: 1,466 shares; 2025Q3: 2,248 shares; 2025Q4: 2,219 shares; 2026Q1: 2,192 shares 2,192 $456K 0.03% -27 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 320,000 shares; 2025Q1: 320,000 shares; 2025Q2: 305,000 shares; 2025Q3: 280,000 shares; 2025Q4: 150,000 shares; 2026Q1: 55,000 shares 55,000 $450K 0.03% -95,000 Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,284 shares; 2025Q2: 33,884 shares; 2025Q3: 37,084 shares; 2025Q4: 31,084 shares; 2026Q1: 40,084 shares 40,084 $450K 0.03% +9,000 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,567 shares; 2026Q1: 3,991 shares 3,991 $448K 0.03% +2,424 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351 shares; 2024Q4: 1,476 shares; 2025Q1: 1,134 shares; 2025Q2: 1,038 shares; 2025Q3: 1,533 shares; 2025Q4: 1,605 shares; 2026Q1: 1,680 shares 1,680 $447K 0.03% +75 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,163 shares; 2024Q4: 9,163 shares; 2025Q1: 9,163 shares; 2025Q2: 9,163 shares; 2025Q3: 9,163 shares; 2025Q4: 9,163 shares; 2026Q1: 9,163 shares 9,163 $444K 0.03% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,165 shares; 2025Q1: 1,973 shares; 2025Q2: 1,970 shares; 2025Q3: 1,824 shares; 2025Q4: 1,808 shares; 2026Q1: 1,813 shares 1,813 $444K 0.03% +5 Timeline SLYG 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: 7,152 shares; 2024Q4: 7,386 shares; 2025Q1: 6,157 shares; 2025Q2: 2,418 shares; 2025Q3: 4,445 shares; 2025Q4: 4,434 shares; 2026Q1: 4,532 shares 4,532 $438K 0.03% +98 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218 shares; 2026Q1: 252 shares 252 $436K 0.03% +34 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,363 shares; 2024Q4: 2,502 shares; 2025Q1: 2,071 shares; 2025Q2: 1,502 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,192 shares 2,192 $434K 0.03% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,799 shares; 2025Q1: 2,989 shares; 2025Q2: 3,598 shares; 2025Q3: 2,653 shares; 2025Q4: 1,158 shares; 2026Q1: 2,457 shares 2,457 $426K 0.03% +1,299 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: 2,278 shares; 2024Q4: 2,753 shares; 2025Q1: 1,917 shares; 2025Q2: 2,757 shares; 2025Q3: not reported; 2025Q4: 2,120 shares; 2026Q1: 4,305 shares 4,305 $424K 0.03% +2,185 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: 6,409 shares; 2024Q4: 6,685 shares; 2025Q1: 6,392 shares; 2025Q2: 3,088 shares; 2025Q3: 2,891 shares; 2025Q4: 2,894 shares; 2026Q1: 2,876 shares 2,876 $422K 0.03% -18 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: 341 shares; 2024Q4: 373 shares; 2025Q1: not reported; 2025Q2: 659 shares; 2025Q3: 562 shares; 2025Q4: 568 shares; 2026Q1: 578 shares 578 $421K 0.03% +10 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,839 shares; 2025Q1: not reported; 2025Q2: 3,447 shares; 2025Q3: 2,913 shares; 2025Q4: 6,230 shares; 2026Q1: 6,186 shares 6,186 $421K 0.03% -44 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 3,086 shares; 2025Q1: 2,520 shares; 2025Q2: 2,398 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,643 shares 3,643 $421K 0.03% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 2,028 shares; 2025Q4: 3,203 shares; 2026Q1: 3,618 shares 3,618 $419K 0.03% +415 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,282 shares; 2024Q4: 8,684 shares; 2025Q1: 6,964 shares; 2025Q2: 5,164 shares; 2025Q3: 7,907 shares; 2025Q4: 8,412 shares; 2026Q1: 7,941 shares 7,941 $415K 0.03% -471 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,862 shares; 2024Q4: 3,088 shares; 2025Q1: 2,833 shares; 2025Q2: 5,263 shares; 2025Q3: 8,908 shares; 2025Q4: 8,412 shares; 2026Q1: 8,934 shares 8,934 $415K 0.03% +522 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 759 shares; 2024Q4: 804 shares; 2025Q1: 698 shares; 2025Q2: 639 shares; 2025Q3: 919 shares; 2025Q4: 740 shares; 2026Q1: 736 shares 736 $414K 0.03% -4 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,511 shares; 2024Q4: 3,008 shares; 2025Q1: 3,258 shares; 2025Q2: 4,215 shares; 2025Q3: 3,609 shares; 2025Q4: 2,587 shares; 2026Q1: 2,432 shares 2,432 $411K 0.03% -155 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,182 shares; 2025Q1: 1,114 shares; 2025Q2: 1,088 shares; 2025Q3: 876 shares; 2025Q4: 821 shares; 2026Q1: 2,078 shares 2,078 $410K 0.03% +1,257 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 629 shares; 2024Q4: 769 shares; 2025Q1: 489 shares; 2025Q2: 946 shares; 2025Q3: not reported; 2025Q4: 770 shares; 2026Q1: 1,155 shares 1,155 $409K 0.03% +385 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: not reported; 2025Q2: 603 shares; 2025Q3: 537 shares; 2025Q4: 950 shares; 2026Q1: 958 shares 958 $407K 0.03% +8 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $403K 0.03% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 984 shares; 2025Q1: 818 shares; 2025Q2: 901 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares 1,617 $402K 0.03% new 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: 1,637 shares; 2024Q4: 1,803 shares; 2025Q1: 1,621 shares; 2025Q2: 1,552 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,281 shares 4,281 $394K 0.03% new Timeline RWK 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: 3,023 shares; 2024Q4: 3,023 shares; 2025Q1: 3,022 shares; 2025Q2: 3,022 shares; 2025Q3: 3,022 shares; 2025Q4: 3,022 shares; 2026Q1: 3,022 shares 3,022 $388K 0.03% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,246 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,532 shares 1,532 $384K 0.03% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,850 shares; 2025Q1: 9,750 shares; 2025Q2: 8,650 shares; 2025Q3: 8,670 shares; 2025Q4: 8,070 shares; 2026Q1: 8,070 shares 8,070 $377K 0.03% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,332 shares 1,332 $376K 0.03% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,594 shares; 2024Q4: 7,245 shares; 2025Q1: 6,602 shares; 2025Q2: 3,274 shares; 2025Q3: 7,296 shares; 2025Q4: 7,297 shares; 2026Q1: 6,116 shares 6,116 $375K 0.03% -1,181 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,572 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,813 shares 1,813 $370K 0.03% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,242 shares; 2026Q1: 3,120 shares 3,120 $368K 0.03% +878 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 4,503 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,937 shares 5,937 $367K 0.03% 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: 4,664 shares; 2024Q4: 4,666 shares; 2025Q1: 4,666 shares; 2025Q2: 9,247 shares; 2025Q3: 4,667 shares; 2025Q4: 4,669 shares; 2026Q1: 4,669 shares 4,669 $360K 0.02% 0 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,491 shares; 2025Q1: 3,562 shares; 2025Q2: 3,380 shares; 2025Q3: 3,324 shares; 2025Q4: 3,301 shares; 2026Q1: 3,301 shares 3,301 $358K 0.02% 0 Timeline DFNM 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: 7,469 shares 7,469 $358K 0.02% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,541 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,210 shares 4,210 $357K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,381 shares; 2024Q4: 7,381 shares; 2025Q1: 6,743 shares; 2025Q2: 6,754 shares; 2025Q3: 6,770 shares; 2025Q4: 6,538 shares; 2026Q1: 6,572 shares 6,572 $356K 0.02% +34 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 835 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,593 shares 1,593 $349K 0.02% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,539 shares 5,539 $347K 0.02% new Timeline CWI 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: 20,556 shares; 2024Q4: 20,556 shares; 2025Q1: not reported; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 9,363 shares; 2026Q1: 9,363 shares 9,363 $343K 0.02% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,804 shares; 2025Q4: 4,225 shares; 2026Q1: 4,124 shares 4,124 $341K 0.02% -101 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: 8,593 shares; 2024Q4: 8,671 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,477 shares 3,477 $339K 0.02% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,664 shares 3,664 $337K 0.02% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,024 shares; 2024Q4: 7,472 shares; 2025Q1: 6,847 shares; 2025Q2: 5,926 shares; 2025Q3: 5,199 shares; 2025Q4: 4,995 shares; 2026Q1: 5,062 shares 5,062 $337K 0.02% +67 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,032 shares 2,032 $334K 0.02% new 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: 512 shares; 2025Q1: 511 shares; 2025Q2: 485 shares; 2025Q3: 477 shares; 2025Q4: 467 shares; 2026Q1: 457 shares 457 $333K 0.02% -10 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,153 shares 5,153 $328K 0.02% new 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: 3,333 shares; 2024Q4: 3,909 shares; 2025Q1: 3,684 shares; 2025Q2: 3,852 shares; 2025Q3: 1,936 shares; 2025Q4: 3,115 shares; 2026Q1: 1,649 shares 1,649 $327K 0.02% -1,466 Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,092 shares 14,092 $325K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,092 shares; 2025Q4: 3,025 shares; 2026Q1: 2,984 shares 2,984 $321K 0.02% -41 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,711 shares; 2026Q1: 5,411 shares 5,411 $319K 0.02% -300 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: 2,669 shares; 2024Q4: 3,012 shares; 2025Q1: 3,160 shares; 2025Q2: 2,577 shares; 2025Q3: 3,080 shares; 2025Q4: 5,167 shares; 2026Q1: 5,171 shares 5,171 $317K 0.02% +4 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,413 shares; 2025Q1: 3,413 shares; 2025Q2: 3,282 shares; 2025Q3: 3,282 shares; 2025Q4: 3,078 shares; 2026Q1: 3,349 shares 3,349 $316K 0.02% +271 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly 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: 4,328 shares 4,328 $315K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,536 shares; 2024Q4: 3,198 shares; 2025Q1: 2,903 shares; 2025Q2: 2,694 shares; 2025Q3: 1,596 shares; 2025Q4: 1,510 shares; 2026Q1: 1,563 shares 1,563 $309K 0.02% +53 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 16,110 shares; 2025Q1: 27,780 shares; 2025Q2: 12,646 shares; 2025Q3: 4,814 shares; 2025Q4: 4,814 shares; 2026Q1: 4,814 shares 4,814 $308K 0.02% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $308K 0.02% new Timeline IONQ IONQ INC More: the full row for IONQ 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: 13,000 shares; 2025Q3: 14,100 shares; 2025Q4: 9,270 shares; 2026Q1: 10,581 shares 10,581 $305K 0.02% +1,311 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,073 shares 1,073 $304K 0.02% new Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,530 shares 2,530 $304K 0.02% new 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: 6,754 shares; 2024Q4: 8,337 shares; 2025Q1: 7,439 shares; 2025Q2: 10,113 shares; 2025Q3: 11,062 shares; 2025Q4: 9,513 shares; 2026Q1: 5,717 shares 5,717 $303K 0.02% -3,796 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: 13,575 shares; 2024Q4: 14,253 shares; 2025Q1: 15,961 shares; 2025Q2: 15,548 shares; 2025Q3: 24,163 shares; 2025Q4: 24,819 shares; 2026Q1: 26,205 shares 26,205 $302K 0.02% +1,386 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,200 shares; 2025Q4: 3,069 shares; 2026Q1: 3,136 shares 3,136 $301K 0.02% +67 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,566 shares; 2024Q4: 2,103 shares; 2025Q1: 2,180 shares; 2025Q2: 1,555 shares; 2025Q3: 1,440 shares; 2025Q4: 1,234 shares; 2026Q1: 1,287 shares 1,287 $297K 0.02% +53 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: 4,362 shares; 2024Q4: 5,336 shares; 2025Q1: 5,039 shares; 2025Q2: 4,173 shares; 2025Q3: 2,155 shares; 2025Q4: 2,111 shares; 2026Q1: 2,223 shares 2,223 $294K 0.02% +112 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,070 shares; 2024Q4: 7,228 shares; 2025Q1: 13,458 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,187 shares; 2026Q1: 7,187 shares 7,187 $293K 0.02% 0 Timeline EWP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,996 shares; 2025Q4: 4,996 shares; 2026Q1: 5,390 shares 5,390 $293K 0.02% +394 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,218 shares; 2025Q1: 1,412 shares; 2025Q2: 2,013 shares; 2025Q3: 1,549 shares; 2025Q4: 1,554 shares; 2026Q1: 2,252 shares 2,252 $293K 0.02% +698 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,146 shares 4,146 $292K 0.02% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 7,328 shares; 2025Q1: 6,157 shares; 2025Q2: 5,963 shares; 2025Q3: 5,963 shares; 2025Q4: 5,964 shares; 2026Q1: 5,915 shares 5,915 $292K 0.02% -49 Timeline CTRN CITI TRENDS INC More: the full row for CITI TRENDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,721 shares; 2025Q3: 6,721 shares; 2025Q4: 6,721 shares; 2026Q1: 6,721 shares 6,721 $291K 0.02% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,270 shares 5,270 $280K 0.02% new Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,798 shares 24,798 $280K 0.02% new Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,877 shares; 2024Q4: 79,990 shares; 2025Q1: 75,632 shares; 2025Q2: 87,121 shares; 2025Q3: 80,227 shares; 2025Q4: 81,408 shares; 2026Q1: 2,518 shares 2,518 $279K 0.02% -78,890 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,102 shares 8,102 $278K 0.02% new Timeline EWN ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,408 shares; 2025Q4: 4,408 shares; 2026Q1: 4,757 shares 4,757 $274K 0.02% +349 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 3,976 shares; 2025Q4: 6,127 shares; 2026Q1: 4,781 shares 4,781 $270K 0.02% -1,346 Timeline EWD ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,091 shares; 2025Q4: 5,091 shares; 2026Q1: 5,509 shares 5,509 $268K 0.02% +418 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,460 shares 3,460 $264K 0.02% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 6,106 shares 6,106 $264K 0.02% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,305 shares; 2024Q4: 5,791 shares; 2025Q1: 6,074 shares; 2025Q2: 6,689 shares; 2025Q3: 6,263 shares; 2025Q4: 5,458 shares; 2026Q1: 2,246 shares 2,246 $258K 0.02% -3,212 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,582 shares; 2024Q4: 14,582 shares; 2025Q1: 14,582 shares; 2025Q2: 14,582 shares; 2025Q3: 16,697 shares; 2025Q4: 15,791 shares; 2026Q1: 15,835 shares 15,835 $251K 0.02% +44 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,718 shares; 2026Q1: 15,789 shares 15,789 $250K 0.02% +71 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: 1,252 shares; 2025Q4: 1,211 shares; 2026Q1: 1,210 shares 1,210 $247K 0.02% -1 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,254 shares; 2025Q3: 2,081 shares; 2025Q4: 1,907 shares; 2026Q1: 1,719 shares 1,719 $241K 0.02% -188 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,011 shares; 2024Q4: 6,822 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,707 shares 5,707 $238K 0.02% new 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: 2,594 shares; 2024Q4: 3,184 shares; 2025Q1: 3,146 shares; 2025Q2: 2,295 shares; 2025Q3: 2,114 shares; 2025Q4: not reported; 2026Q1: 1,636 shares 1,636 $237K 0.02% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,282 shares; 2024Q4: 4,571 shares; 2025Q1: 3,746 shares; 2025Q2: 3,713 shares; 2025Q3: 3,546 shares; 2025Q4: 3,485 shares; 2026Q1: 3,475 shares 3,475 $230K 0.02% -10 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,108 shares 2,108 $229K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,278 shares; 2025Q1: 4,060 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,770 shares 1,770 $227K 0.02% +134 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,850 shares; 2025Q2: 1,823 shares; 2025Q3: 1,920 shares; 2025Q4: 1,791 shares; 2026Q1: 1,807 shares 1,807 $227K 0.02% +16 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,002 shares 3,002 $223K 0.02% new Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,469 shares; 2024Q4: 140,469 shares; 2025Q1: 140,469 shares; 2025Q2: 140,469 shares; 2025Q3: 140,469 shares; 2025Q4: 136,145 shares; 2026Q1: 136,145 shares 136,145 $221K 0.02% 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: 8,622 shares; 2024Q4: 7,724 shares; 2025Q1: 5,937 shares; 2025Q2: 9,793 shares; 2025Q3: 7,650 shares; 2025Q4: not reported; 2026Q1: 3,792 shares 3,792 $220K 0.02% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,773 shares 1,773 $220K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,264 shares; 2024Q4: 4,664 shares; 2025Q1: 4,349 shares; 2025Q2: 3,979 shares; 2025Q3: 3,391 shares; 2025Q4: 3,257 shares; 2026Q1: 3,110 shares 3,110 $220K 0.02% -147 Timeline SLYV 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: 2,296 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 2,296 shares; 2026Q1: 2,296 shares 2,296 $217K 0.01% 0 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 2,161 shares; 2026Q1: 2,161 shares 2,161 $217K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,500 shares; 2025Q3: 12,500 shares; 2025Q4: not reported; 2026Q1: 18,500 shares 18,500 $214K 0.01% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 11,340 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,122 shares 4,122 $213K 0.01% 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: 1,570 shares 1,570 $204K 0.01% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,993 shares; 2025Q1: 17,217 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,917 shares 2,917 $203K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: not reported; 2026Q1: 3,030 shares 3,030 $203K 0.01% new Timeline APA APA CORPORATION More: the full row for APA 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: 4,763 shares 4,763 $202K 0.01% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,105 shares; 2025Q1: not reported; 2025Q2: 921 shares; 2025Q3: 922 shares; 2025Q4: 1,846 shares; 2026Q1: 1,848 shares 1,848 $201K 0.01% +2 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,710 shares; 2025Q4: 12,682 shares; 2026Q1: 14,046 shares 14,046 $158K 0.01% +1,364 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,272 shares; 2025Q1: 1,194 shares; 2025Q2: 1,201 shares; 2025Q3: 1,105 shares; 2025Q4: 1,122 shares; 2026Q1: 1,064 shares 1,064 $149K 0.01% -58 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: not reported; 2026Q1: 12,000 shares 12,000 $146K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,702 shares; 2025Q1: 1,379 shares; 2025Q2: 1,458 shares; 2025Q3: 2,786 shares; 2025Q4: 2,223 shares; 2026Q1: 968 shares 968 $146K 0.01% -1,255 Timeline AGEN AGENUS INC More: the full row for AGENUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,450 shares; 2024Q4: 41,450 shares; 2025Q1: 41,000 shares; 2025Q2: 41,000 shares; 2025Q3: 41,000 shares; 2025Q4: 41,000 shares; 2026Q1: 41,000 shares 41,000 $137K 0.01% 0 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $129K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: 674 shares; 2025Q4: 814 shares; 2026Q1: 790 shares 790 $118K 0.01% -24 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,970 shares; 2024Q4: 18,970 shares; 2025Q1: 17,370 shares; 2025Q2: 16,270 shares; 2025Q3: 17,270 shares; 2025Q4: 16,100 shares; 2026Q1: 16,100 shares 16,100 $111K 0.01% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 12,662 shares; 2025Q4: 12,374 shares; 2026Q1: 13,598 shares 13,598 $108K 0.01% +1,224 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $83.8K 0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN 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: 11,960 shares 11,960 $79.3K 0.01% new 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: 12,050 shares; 2024Q4: 13,650 shares; 2025Q1: 12,500 shares; 2025Q2: 7,800 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 1,700 shares 1,700 $77.1K 0.01% -300 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,158 shares; 2025Q1: 12,974 shares; 2025Q2: 11,463 shares; 2025Q3: 21,636 shares; 2025Q4: 21,120 shares; 2026Q1: 30,656 shares 30,656 $65K <0.01% +9,536 Timeline LPL LG DISPLAY CO LTD More: the full row for LG DISPLAY CO 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: 15,796 shares 15,796 $61.3K <0.01% new 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: 8,389 shares; 2024Q4: 7,247 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 623 shares; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $60.5K <0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES 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: 15,416 shares 15,416 $54.4K <0.01% new Timeline NSPR INSPIREMD INC More: the full row for INSPIREMD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $24.4K <0.01% 0 Timeline