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: 318,314 shares; 2024Q4: 293,056 shares; 2025Q1: 288,938 shares; 2025Q2: 284,999 shares; 2025Q3: 280,973 shares; 2025Q4: 265,123 shares; 2026Q1: 258,903 shares 258,903 $45.2M 7.57% -6,220 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: 140,903 shares; 2024Q4: 126,361 shares; 2025Q1: 125,969 shares; 2025Q2: 124,541 shares; 2025Q3: 123,027 shares; 2025Q4: 121,100 shares; 2026Q1: 120,692 shares 120,692 $44.9M 7.53% -408 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: 55,921 shares; 2024Q4: 55,011 shares; 2025Q1: 54,502 shares; 2025Q2: 55,322 shares; 2025Q3: 56,136 shares; 2025Q4: 56,031 shares; 2026Q1: 56,606 shares 56,606 $21M 3.51% +575 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: 4,198 shares; 2024Q4: 4,198 shares; 2025Q1: 3,783 shares; 2025Q2: 4,866 shares; 2025Q3: not reported; 2025Q4: 45,895 shares; 2026Q1: 304,852 shares 304,852 $18.2M 3.06% +258,957 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: 72,512 shares; 2024Q4: 70,735 shares; 2025Q1: 68,484 shares; 2025Q2: 69,830 shares; 2025Q3: 69,743 shares; 2025Q4: 69,701 shares; 2026Q1: 70,637 shares 70,637 $17.9M 3.01% +936 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: 80,846 shares; 2024Q4: 81,198 shares; 2025Q1: 80,806 shares; 2025Q2: 81,209 shares; 2025Q3: 82,123 shares; 2025Q4: 81,384 shares; 2026Q1: 82,711 shares 82,711 $16.8M 2.82% +1,327 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: 47,553 shares; 2024Q4: 45,069 shares; 2025Q1: 46,644 shares; 2025Q2: 45,427 shares; 2025Q3: 50,199 shares; 2025Q4: 46,250 shares; 2026Q1: 45,365 shares 45,365 $13M 2.18% -885 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: 21,294 shares; 2024Q4: 22,879 shares; 2025Q1: 20,710 shares; 2025Q2: 19,493 shares; 2025Q3: 21,113 shares; 2025Q4: 20,727 shares; 2026Q1: 18,451 shares 18,451 $12M 2.01% -2,276 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: 67,532 shares; 2024Q4: 63,545 shares; 2025Q1: 62,996 shares; 2025Q2: 58,374 shares; 2025Q3: 58,007 shares; 2025Q4: 55,951 shares; 2026Q1: 55,805 shares 55,805 $11.6M 1.95% -146 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: 16,371 shares; 2024Q4: 15,400 shares; 2025Q1: 14,213 shares; 2025Q2: 14,639 shares; 2025Q3: 14,854 shares; 2025Q4: 17,891 shares; 2026Q1: 17,767 shares 17,767 $10.2M 1.71% -124 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: 29,163 shares; 2024Q4: 30,220 shares; 2025Q1: 32,503 shares; 2025Q2: 30,472 shares; 2025Q3: 31,099 shares; 2025Q4: 29,844 shares; 2026Q1: 27,050 shares 27,050 $9.14M 1.53% -2,794 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 12,830 shares; 2025Q1: 19,845 shares; 2025Q2: 20,248 shares; 2025Q3: 25,567 shares; 2025Q4: 25,703 shares; 2026Q1: 25,978 shares 25,978 $8.33M 1.4% +275 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: 2,826 shares; 2024Q4: 2,986 shares; 2025Q1: 5,216 shares; 2025Q2: 9,069 shares; 2025Q3: 17,338 shares; 2025Q4: 18,398 shares; 2026Q1: 13,098 shares 13,098 $7.83M 1.31% -5,300 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: 8,824 shares; 2024Q4: 9,735 shares; 2025Q1: 11,794 shares; 2025Q2: 16,210 shares; 2025Q3: 15,729 shares; 2025Q4: 15,067 shares; 2026Q1: 14,710 shares 14,710 $7.05M 1.18% -357 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: 76,881 shares; 2024Q4: 62,210 shares; 2025Q1: 60,678 shares; 2025Q2: 48,494 shares; 2025Q3: 43,212 shares; 2025Q4: 42,208 shares; 2026Q1: 44,672 shares 44,672 $6.53M 1.1% +2,464 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: 24,226 shares; 2024Q4: 22,470 shares; 2025Q1: 24,663 shares; 2025Q2: 19,258 shares; 2025Q3: 20,542 shares; 2025Q4: 17,291 shares; 2026Q1: 14,931 shares 14,931 $6.42M 1.08% -2,360 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: 12,903 shares; 2024Q4: 11,263 shares; 2025Q1: 14,380 shares; 2025Q2: 20,463 shares; 2025Q3: 19,591 shares; 2025Q4: 20,196 shares; 2026Q1: 20,008 shares 20,008 $6.19M 1.04% -188 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,464 shares; 2024Q4: 174,176 shares; 2025Q1: 142,856 shares; 2025Q2: 161,628 shares; 2025Q3: 145,325 shares; 2025Q4: 166,093 shares; 2026Q1: 182,595 shares 182,595 $6.18M 1.04% +16,502 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: 8,164 shares; 2024Q4: 31,832 shares; 2025Q1: 56,289 shares; 2025Q2: 63,237 shares; 2025Q3: 82,295 shares; 2025Q4: 82,134 shares; 2026Q1: 95,994 shares 95,994 $6.15M 1.03% +13,860 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: 4,621 shares; 2024Q4: 4,824 shares; 2025Q1: 4,690 shares; 2025Q2: 6,664 shares; 2025Q3: 6,466 shares; 2025Q4: 6,222 shares; 2026Q1: 6,065 shares 6,065 $6.04M 1.01% -157 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.96% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,063 shares; 2024Q4: 20,393 shares; 2025Q1: 23,267 shares; 2025Q2: 21,128 shares; 2025Q3: 21,996 shares; 2025Q4: 21,123 shares; 2026Q1: 16,762 shares 16,762 $5.66M 0.95% -4,361 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,112 shares; 2024Q4: 9,112 shares; 2025Q1: 9,112 shares; 2025Q2: 9,159 shares; 2025Q3: 9,189 shares; 2025Q4: 9,177 shares; 2026Q1: 9,166 shares 9,166 $5.65M 0.95% -11 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,499 shares; 2024Q4: 11,024 shares; 2025Q1: 15,841 shares; 2025Q2: 14,721 shares; 2025Q3: 14,897 shares; 2025Q4: 15,050 shares; 2026Q1: 13,768 shares 13,768 $5.61M 0.94% -1,282 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: 16,818 shares; 2024Q4: 15,372 shares; 2025Q1: 14,983 shares; 2025Q2: 13,815 shares; 2025Q3: 11,457 shares; 2025Q4: 11,150 shares; 2026Q1: 13,640 shares 13,640 $5.43M 0.91% +2,490 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: 15,709 shares; 2024Q4: 16,331 shares; 2025Q1: 15,692 shares; 2025Q2: 17,723 shares; 2025Q3: 19,307 shares; 2025Q4: 19,636 shares; 2026Q1: 18,789 shares 18,789 $5.4M 0.91% -847 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,332 shares; 2025Q1: 9,332 shares; 2025Q2: 9,332 shares; 2025Q3: 9,411 shares; 2025Q4: 9,411 shares; 2026Q1: 9,411 shares 9,411 $5.38M 0.9% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,448 shares; 2024Q4: 17,407 shares; 2025Q1: 29,408 shares; 2025Q2: 30,982 shares; 2025Q3: 28,748 shares; 2025Q4: 22,395 shares; 2026Q1: 20,996 shares 20,996 $5.26M 0.88% -1,399 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: 12,813 shares; 2024Q4: 9,231 shares; 2025Q1: 8,037 shares; 2025Q2: 10,689 shares; 2025Q3: 10,676 shares; 2025Q4: 11,349 shares; 2026Q1: 8,603 shares 8,603 $4.97M 0.83% -2,746 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,602 shares; 2024Q4: 5,699 shares; 2025Q1: 6,075 shares; 2025Q2: 3,881 shares; 2025Q3: 3,926 shares; 2025Q4: 3,856 shares; 2026Q1: 3,479 shares 3,479 $4.6M 0.77% -377 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: 5,124 shares; 2024Q4: 22,383 shares; 2025Q1: 37,618 shares; 2025Q2: 44,509 shares; 2025Q3: 61,355 shares; 2025Q4: 64,944 shares; 2026Q1: 67,965 shares 67,965 $3.67M 0.62% +3,021 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: 11,567 shares; 2024Q4: 15,181 shares; 2025Q1: 22,542 shares; 2025Q2: 27,626 shares; 2025Q3: 27,772 shares; 2025Q4: 55,811 shares; 2026Q1: 58,501 shares 58,501 $3.58M 0.6% +2,690 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: 15,977 shares; 2024Q4: 30,771 shares; 2025Q1: 32,453 shares; 2025Q2: 40,028 shares; 2025Q3: 36,117 shares; 2025Q4: 65,847 shares; 2026Q1: 56,281 shares 56,281 $3.29M 0.55% -9,566 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: 10,568 shares; 2024Q4: 10,629 shares; 2025Q1: 9,508 shares; 2025Q2: 10,606 shares; 2025Q3: 10,530 shares; 2025Q4: 10,847 shares; 2026Q1: 9,601 shares 9,601 $2.82M 0.47% -1,246 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: 2,197 shares; 2024Q4: 1,382 shares; 2025Q1: 1,324 shares; 2025Q2: 2,801 shares; 2025Q3: 3,049 shares; 2025Q4: 26,636 shares; 2026Q1: 29,267 shares 29,267 $2.81M 0.47% +2,631 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,147 shares; 2024Q4: 9,925 shares; 2025Q1: 10,044 shares; 2025Q2: 10,275 shares; 2025Q3: 10,294 shares; 2025Q4: 20,203 shares; 2026Q1: 20,604 shares 20,604 $2.74M 0.46% +401 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: 3,106 shares; 2024Q4: 3,106 shares; 2025Q1: 2,662 shares; 2025Q2: 2,848 shares; 2025Q3: 2,801 shares; 2025Q4: 2,801 shares; 2026Q1: 10,767 shares 10,767 $2.67M 0.45% +7,966 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS 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: 67,377 shares; 2025Q4: 87,048 shares; 2026Q1: 97,283 shares 97,283 $2.62M 0.44% +10,235 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: 15,233 shares; 2024Q4: 14,242 shares; 2025Q1: 14,021 shares; 2025Q2: 13,306 shares; 2025Q3: 13,317 shares; 2025Q4: 12,833 shares; 2026Q1: 12,958 shares 12,958 $2.58M 0.43% +125 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: 7,549 shares; 2024Q4: 7,711 shares; 2025Q1: 7,462 shares; 2025Q2: 8,344 shares; 2025Q3: 8,510 shares; 2025Q4: 10,290 shares; 2026Q1: 10,494 shares 10,494 $2.57M 0.43% +204 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,268 shares; 2024Q4: 13,376 shares; 2025Q1: 13,431 shares; 2025Q2: 17,882 shares; 2025Q3: 18,616 shares; 2025Q4: 21,250 shares; 2026Q1: 25,721 shares 25,721 $2.55M 0.43% +4,471 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: 5,415 shares; 2024Q4: 5,246 shares; 2025Q1: 4,954 shares; 2025Q2: 4,718 shares; 2025Q3: 4,981 shares; 2025Q4: 4,973 shares; 2026Q1: 4,826 shares 4,826 $2.41M 0.4% -147 Timeline IJK 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: 13,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,580 shares; 2025Q4: 3,580 shares; 2026Q1: 23,542 shares 23,542 $2.37M 0.4% +19,962 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,419 shares; 2024Q4: 60,814 shares; 2025Q1: 48,954 shares; 2025Q2: 55,414 shares; 2025Q3: 49,474 shares; 2025Q4: 57,419 shares; 2026Q1: 63,395 shares 63,395 $2.35M 0.39% +5,976 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,569 shares; 2024Q4: 72,978 shares; 2025Q1: 79,904 shares; 2025Q2: 90,923 shares; 2025Q3: 48,595 shares; 2025Q4: 72,094 shares; 2026Q1: 90,388 shares 90,388 $2.32M 0.39% +18,294 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: 1,624 shares; 2024Q4: 3,076 shares; 2025Q1: 3,228 shares; 2025Q2: 3,112 shares; 2025Q3: 3,086 shares; 2025Q4: 3,065 shares; 2026Q1: 2,748 shares 2,748 $2.32M 0.39% -317 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,715 shares; 2025Q1: 51,250 shares; 2025Q2: 81,588 shares; 2025Q3: 83,651 shares; 2025Q4: 88,043 shares; 2026Q1: 86,538 shares 86,538 $2.21M 0.37% -1,505 Timeline AVDV 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: 3,608 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,042 shares; 2025Q4: 12,359 shares; 2026Q1: 22,014 shares 22,014 $2.2M 0.37% +9,655 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: 2,895 shares; 2024Q4: 14,374 shares; 2025Q1: 9,994 shares; 2025Q2: 11,873 shares; 2025Q3: 12,252 shares; 2025Q4: 11,703 shares; 2026Q1: 11,060 shares 11,060 $2.17M 0.36% -643 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,083 shares 18,083 $2.14M 0.36% new 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: 6,885 shares; 2024Q4: 7,193 shares; 2025Q1: 7,810 shares; 2025Q2: 9,135 shares; 2025Q3: 9,463 shares; 2025Q4: 9,838 shares; 2026Q1: 9,490 shares 9,490 $2.06M 0.35% -348 Timeline LQTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 98,795 shares 98,795 $1.93M 0.32% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 5,693 shares; 2025Q1: 6,513 shares; 2025Q2: 7,323 shares; 2025Q3: 7,018 shares; 2025Q4: 7,206 shares; 2026Q1: 6,333 shares 6,333 $1.92M 0.32% -873 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: 10,792 shares; 2024Q4: 10,856 shares; 2025Q1: 10,684 shares; 2025Q2: 10,250 shares; 2025Q3: 9,214 shares; 2025Q4: 9,007 shares; 2026Q1: 9,697 shares 9,697 $1.87M 0.31% +690 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: 8,266 shares; 2024Q4: 9,396 shares; 2025Q1: 9,980 shares; 2025Q2: 10,001 shares; 2025Q3: 10,131 shares; 2025Q4: 10,558 shares; 2026Q1: 10,344 shares 10,344 $1.75M 0.29% -214 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: 8,277 shares; 2024Q4: 8,891 shares; 2025Q1: 9,439 shares; 2025Q2: 9,618 shares; 2025Q3: 11,077 shares; 2025Q4: 10,771 shares; 2026Q1: 13,072 shares 13,072 $1.71M 0.29% +2,301 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,447 shares; 2024Q4: 28,725 shares; 2025Q1: 30,509 shares; 2025Q2: 29,710 shares; 2025Q3: 28,606 shares; 2025Q4: 27,798 shares; 2026Q1: 29,185 shares 29,185 $1.69M 0.28% +1,387 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: 6,619 shares; 2024Q4: 6,243 shares; 2025Q1: 5,519 shares; 2025Q2: 5,920 shares; 2025Q3: 5,650 shares; 2025Q4: 5,996 shares; 2026Q1: 5,573 shares 5,573 $1.68M 0.28% -423 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: 30,232 shares; 2026Q1: 32,627 shares 32,627 $1.65M 0.28% +2,395 Timeline HYTI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,890 shares 85,890 $1.65M 0.28% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,438 shares; 2024Q4: not reported; 2025Q1: 9,097 shares; 2025Q2: 16,172 shares; 2025Q3: 16,493 shares; 2025Q4: 60,025 shares; 2026Q1: 65,507 shares 65,507 $1.64M 0.28% +5,482 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,937 shares; 2025Q3: 3,098 shares; 2025Q4: 3,187 shares; 2026Q1: 5,473 shares 5,473 $1.64M 0.27% +2,286 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: 26,272 shares; 2024Q4: 26,929 shares; 2025Q1: 28,572 shares; 2025Q2: 26,652 shares; 2025Q3: 25,666 shares; 2025Q4: 24,820 shares; 2026Q1: 32,040 shares 32,040 $1.61M 0.27% +7,220 Timeline FDT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,443 shares 18,443 $1.6M 0.27% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 4,918 shares; 2025Q1: 4,692 shares; 2025Q2: 10,854 shares; 2025Q3: 10,629 shares; 2025Q4: 10,656 shares; 2026Q1: 10,711 shares 10,711 $1.59M 0.27% +55 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: 5,539 shares; 2024Q4: 6,615 shares; 2025Q1: 6,601 shares; 2025Q2: 7,636 shares; 2025Q3: 12,509 shares; 2025Q4: 11,362 shares; 2026Q1: 10,665 shares 10,665 $1.57M 0.26% -697 Timeline MAXJ 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: 202,755 shares; 2024Q4: 193,937 shares; 2025Q1: 183,128 shares; 2025Q2: 173,561 shares; 2025Q3: 74,859 shares; 2025Q4: 68,109 shares; 2026Q1: 53,797 shares 53,797 $1.51M 0.25% -14,312 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,218 shares; 2025Q3: 25,328 shares; 2025Q4: 48,444 shares; 2026Q1: 58,926 shares 58,926 $1.51M 0.25% +10,482 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,468 shares; 2025Q1: 42,821 shares; 2025Q2: 43,644 shares; 2025Q3: 44,477 shares; 2025Q4: 41,234 shares; 2026Q1: 50,333 shares 50,333 $1.51M 0.25% +9,099 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: 1,556 shares; 2024Q4: 1,353 shares; 2025Q1: 1,309 shares; 2025Q2: 1,368 shares; 2025Q3: 1,387 shares; 2025Q4: 1,626 shares; 2026Q1: 2,469 shares 2,469 $1.49M 0.25% +843 Timeline AVEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,052 shares; 2025Q4: 12,989 shares; 2026Q1: 18,287 shares 18,287 $1.47M 0.25% +5,298 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: 8,639 shares; 2024Q4: 9,056 shares; 2025Q1: 7,696 shares; 2025Q2: 7,908 shares; 2025Q3: 7,861 shares; 2025Q4: 8,796 shares; 2026Q1: 11,810 shares 11,810 $1.47M 0.25% +3,014 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,458 shares; 2025Q1: 30,146 shares; 2025Q2: 41,309 shares; 2025Q3: 41,809 shares; 2025Q4: 42,918 shares; 2026Q1: 42,049 shares 42,049 $1.42M 0.24% -869 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: 5,862 shares; 2024Q4: 8,180 shares; 2025Q1: 19,786 shares; 2025Q2: 14,065 shares; 2025Q3: 13,955 shares; 2025Q4: 13,871 shares; 2026Q1: 14,190 shares 14,190 $1.41M 0.24% +319 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: 1,742 shares; 2024Q4: 1,545 shares; 2025Q1: 1,622 shares; 2025Q2: 1,715 shares; 2025Q3: 1,538 shares; 2025Q4: 1,383 shares; 2026Q1: 1,526 shares 1,526 $1.4M 0.24% +143 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: 5,863 shares; 2024Q4: 9,515 shares; 2025Q1: 14,557 shares; 2025Q2: 9,923 shares; 2025Q3: 10,096 shares; 2025Q4: 11,048 shares; 2026Q1: 10,284 shares 10,284 $1.4M 0.23% -764 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,700 shares; 2024Q4: 12,025 shares; 2025Q1: 11,925 shares; 2025Q2: 11,177 shares; 2025Q3: 11,177 shares; 2025Q4: 10,442 shares; 2026Q1: 10,125 shares 10,125 $1.39M 0.23% -317 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,586 shares; 2024Q4: 29,709 shares; 2025Q1: 30,482 shares; 2025Q2: 29,190 shares; 2025Q3: 28,927 shares; 2025Q4: 25,311 shares; 2026Q1: 22,211 shares 22,211 $1.39M 0.23% -3,100 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,443 shares; 2025Q3: 52,995 shares; 2025Q4: 57,560 shares; 2026Q1: 59,307 shares 59,307 $1.36M 0.23% +1,747 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: 4,650 shares; 2024Q4: 20,240 shares; 2025Q1: 25,379 shares; 2025Q2: 12,886 shares; 2025Q3: 13,101 shares; 2025Q4: 13,066 shares; 2026Q1: 12,336 shares 12,336 $1.34M 0.22% -730 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: 6,333 shares; 2024Q4: 3,659 shares; 2025Q1: 3,555 shares; 2025Q2: 4,471 shares; 2025Q3: 4,623 shares; 2025Q4: 4,640 shares; 2026Q1: 6,439 shares 6,439 $1.33M 0.22% +1,799 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: 6,035 shares; 2025Q3: 8,956 shares; 2025Q4: 10,631 shares; 2026Q1: 12,639 shares 12,639 $1.31M 0.22% +2,008 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: not reported; 2025Q1: 25,737 shares; 2025Q2: 28,527 shares; 2025Q3: 28,102 shares; 2025Q4: 28,147 shares; 2026Q1: 29,214 shares 29,214 $1.3M 0.22% +1,067 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: 4,762 shares; 2024Q4: 5,495 shares; 2025Q1: 772 shares; 2025Q2: 1,044 shares; 2025Q3: 3,600 shares; 2025Q4: 3,392 shares; 2026Q1: 3,314 shares 3,314 $1.29M 0.22% -78 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: 1,292 shares; 2024Q4: 1,457 shares; 2025Q1: 1,694 shares; 2025Q2: 1,943 shares; 2025Q3: 2,008 shares; 2025Q4: 2,072 shares; 2026Q1: 1,957 shares 1,957 $1.28M 0.21% -115 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,625 shares; 2025Q1: 26,785 shares; 2025Q2: 26,590 shares; 2025Q3: 26,685 shares; 2025Q4: 26,727 shares; 2026Q1: 26,347 shares 26,347 $1.28M 0.21% -380 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: 1,428 shares; 2024Q4: 1,472 shares; 2025Q1: 1,425 shares; 2025Q2: 1,416 shares; 2025Q3: 1,391 shares; 2025Q4: 1,343 shares; 2026Q1: 1,413 shares 1,413 $1.27M 0.21% +70 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: 6,255 shares; 2025Q4: 11,132 shares; 2026Q1: 17,934 shares 17,934 $1.26M 0.21% +6,802 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,443 shares; 2024Q4: 20,664 shares; 2025Q1: 41,299 shares; 2025Q2: 13,069 shares; 2025Q3: 22,653 shares; 2025Q4: 31,543 shares; 2026Q1: 27,397 shares 27,397 $1.25M 0.21% -4,146 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,085 shares; 2025Q4: 25,546 shares; 2026Q1: 29,501 shares 29,501 $1.2M 0.2% +3,955 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,558 shares; 2025Q1: 3,372 shares; 2025Q2: 6,303 shares; 2025Q3: 6,718 shares; 2025Q4: 6,908 shares; 2026Q1: 6,726 shares 6,726 $1.16M 0.19% -182 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 11,659 shares; 2025Q1: 13,849 shares; 2025Q2: 14,592 shares; 2025Q3: 17,991 shares; 2025Q4: 20,445 shares; 2026Q1: 24,485 shares 24,485 $1.15M 0.19% +4,040 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 7,961 shares; 2025Q1: 8,495 shares; 2025Q2: 4,910 shares; 2025Q3: 4,864 shares; 2025Q4: 4,787 shares; 2026Q1: 2,481 shares 2,481 $1.15M 0.19% -2,306 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: 4,102 shares; 2024Q4: 3,783 shares; 2025Q1: 3,775 shares; 2025Q2: 3,833 shares; 2025Q3: 3,229 shares; 2025Q4: 3,401 shares; 2026Q1: 3,450 shares 3,450 $1.13M 0.19% +49 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,621 shares; 2024Q4: 32,054 shares; 2025Q1: 33,211 shares; 2025Q2: 20,363 shares; 2025Q3: 24,897 shares; 2025Q4: 24,505 shares; 2026Q1: 24,023 shares 24,023 $1.13M 0.19% -482 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 605 shares; 2025Q2: 1,169 shares; 2025Q3: 1,367 shares; 2025Q4: 1,442 shares; 2026Q1: 2,569 shares 2,569 $1.12M 0.19% +1,127 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: 56,760 shares; 2024Q4: 41,062 shares; 2025Q1: 41,973 shares; 2025Q2: 54,387 shares; 2025Q3: 40,871 shares; 2025Q4: 32,627 shares; 2026Q1: 37,407 shares 37,407 $1.08M 0.18% +4,780 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: 11,269 shares; 2024Q4: 11,915 shares; 2025Q1: 11,978 shares; 2025Q2: 10,759 shares; 2025Q3: 10,527 shares; 2025Q4: 11,181 shares; 2026Q1: 11,233 shares 11,233 $1.08M 0.18% +52 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: 5,340 shares; 2024Q4: 7,847 shares; 2025Q1: 7,771 shares; 2025Q2: 8,019 shares; 2025Q3: 2,554 shares; 2025Q4: 2,101 shares; 2026Q1: 3,051 shares 3,051 $1.04M 0.17% +950 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 988 shares; 2025Q1: 990 shares; 2025Q2: 2,506 shares; 2025Q3: 2,438 shares; 2025Q4: 2,566 shares; 2026Q1: 3,951 shares 3,951 $1.03M 0.17% +1,385 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: 3,414 shares; 2024Q4: 3,595 shares; 2025Q1: 4,059 shares; 2025Q2: 3,760 shares; 2025Q3: 4,111 shares; 2025Q4: 3,562 shares; 2026Q1: 3,566 shares 3,566 $1.01M 0.17% +4 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,550 shares; 2026Q1: 42,186 shares 42,186 $1M 0.17% +6,636 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 4,779 shares; 2025Q1: 4,591 shares; 2025Q2: 5,033 shares; 2025Q3: 5,313 shares; 2025Q4: 4,764 shares; 2026Q1: 6,156 shares 6,156 $987K 0.17% +1,392 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: 21,234 shares; 2024Q4: 21,219 shares; 2025Q1: 21,219 shares; 2025Q2: 21,219 shares; 2025Q3: 21,219 shares; 2025Q4: 21,219 shares; 2026Q1: 20,233 shares 20,233 $980K 0.16% -986 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: 2,035 shares; 2024Q4: 1,260 shares; 2025Q1: 1,456 shares; 2025Q2: 2,130 shares; 2025Q3: 2,131 shares; 2025Q4: 2,062 shares; 2026Q1: 2,110 shares 2,110 $973K 0.16% +48 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: 628 shares; 2024Q4: 1,077 shares; 2025Q1: 1,050 shares; 2025Q2: 1,026 shares; 2025Q3: 888 shares; 2025Q4: 1,089 shares; 2026Q1: 1,121 shares 1,121 $970K 0.16% +32 Timeline RMOP TIDAL TRUST III More: the full row for TIDAL TRUST 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: 31,685 shares; 2026Q1: 38,176 shares 38,176 $949K 0.16% +6,491 Timeline JCPB 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: 20,080 shares 20,080 $945K 0.16% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 3,879 shares; 2025Q1: 3,929 shares; 2025Q2: 3,929 shares; 2025Q3: 3,929 shares; 2025Q4: 3,679 shares; 2026Q1: 3,677 shares 3,677 $934K 0.16% -2 Timeline SPIB 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: 14,226 shares; 2024Q4: 27,324 shares; 2025Q1: 23,662 shares; 2025Q2: 25,857 shares; 2025Q3: 27,506 shares; 2025Q4: 24,905 shares; 2026Q1: 27,773 shares 27,773 $932K 0.16% +2,868 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,403 shares; 2024Q4: 21,747 shares; 2025Q1: 20,609 shares; 2025Q2: 24,729 shares; 2025Q3: 27,344 shares; 2025Q4: 26,168 shares; 2026Q1: 28,241 shares 28,241 $931K 0.16% +2,073 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: 975 shares; 2024Q4: 1,246 shares; 2025Q1: 1,434 shares; 2025Q2: 1,085 shares; 2025Q3: 1,055 shares; 2025Q4: 1,391 shares; 2026Q1: 1,308 shares 1,308 $927K 0.16% -83 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: 16,934 shares; 2024Q4: 16,554 shares; 2025Q1: 16,662 shares; 2025Q2: 16,514 shares; 2025Q3: 17,512 shares; 2025Q4: 17,124 shares; 2026Q1: 18,605 shares 18,605 $919K 0.15% +1,481 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: 702 shares; 2024Q4: 793 shares; 2025Q1: 1,311 shares; 2025Q2: 1,453 shares; 2025Q3: 1,748 shares; 2025Q4: 1,831 shares; 2026Q1: 2,672 shares 2,672 $917K 0.15% +841 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,583 shares; 2025Q4: 5,532 shares; 2026Q1: 5,402 shares 5,402 $913K 0.15% -130 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: 27,276 shares; 2025Q2: 23,239 shares; 2025Q3: 7,184 shares; 2025Q4: 7,504 shares; 2026Q1: 9,019 shares 9,019 $908K 0.15% +1,515 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,670 shares; 2024Q4: 2,576 shares; 2025Q1: 2,598 shares; 2025Q2: 2,853 shares; 2025Q3: 2,833 shares; 2025Q4: 2,917 shares; 2026Q1: 2,900 shares 2,900 $901K 0.15% -17 Timeline FTQI 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: 46,395 shares; 2025Q3: 48,130 shares; 2025Q4: 43,210 shares; 2026Q1: 44,390 shares 44,390 $884K 0.15% +1,180 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,645 shares; 2024Q4: 7,653 shares; 2025Q1: 7,385 shares; 2025Q2: 6,772 shares; 2025Q3: 6,718 shares; 2025Q4: 6,708 shares; 2026Q1: 9,717 shares 9,717 $878K 0.15% +3,009 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: not reported; 2024Q4: not reported; 2025Q1: 9,601 shares; 2025Q2: 10,165 shares; 2025Q3: 12,592 shares; 2025Q4: 13,021 shares; 2026Q1: 12,493 shares 12,493 $866K 0.15% -528 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,053 shares; 2026Q1: 16,219 shares 16,219 $842K 0.14% +6,166 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: 5,734 shares; 2024Q4: 5,507 shares; 2025Q1: 5,516 shares; 2025Q2: 6,431 shares; 2025Q3: 6,124 shares; 2025Q4: 7,025 shares; 2026Q1: 5,787 shares 5,787 $836K 0.14% -1,238 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: 4,915 shares; 2024Q4: 5,180 shares; 2025Q1: 4,395 shares; 2025Q2: 4,773 shares; 2025Q3: 4,445 shares; 2025Q4: 6,564 shares; 2026Q1: 6,947 shares 6,947 $836K 0.14% +383 Timeline TFLO 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: 8,850 shares; 2024Q4: 8,850 shares; 2025Q1: 14,920 shares; 2025Q2: 14,920 shares; 2025Q3: 14,920 shares; 2025Q4: 16,420 shares; 2026Q1: 16,420 shares 16,420 $831K 0.14% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 901 shares; 2025Q1: 868 shares; 2025Q2: 1,015 shares; 2025Q3: 1,945 shares; 2025Q4: 1,921 shares; 2026Q1: 1,947 shares 1,947 $830K 0.14% +26 Timeline SMBC SOUTHERN MO BANCORP INC More: the full row for SOUTHERN MO BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,295 shares; 2024Q4: 16,342 shares; 2025Q1: 12,775 shares; 2025Q2: 12,830 shares; 2025Q3: 12,886 shares; 2025Q4: 12,943 shares; 2026Q1: 12,943 shares 12,943 $828K 0.14% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 2,523 shares; 2025Q1: 3,106 shares; 2025Q2: 3,594 shares; 2025Q3: 3,529 shares; 2025Q4: 3,447 shares; 2026Q1: 4,181 shares 4,181 $827K 0.14% +734 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,370 shares; 2024Q4: 2,097 shares; 2025Q1: 2,587 shares; 2025Q2: 4,272 shares; 2025Q3: 4,450 shares; 2025Q4: 3,549 shares; 2026Q1: 4,552 shares 4,552 $820K 0.14% +1,003 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,727 shares; 2025Q3: 4,035 shares; 2025Q4: 4,013 shares; 2026Q1: 3,734 shares 3,734 $798K 0.13% -279 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,852 shares; 2025Q2: 12,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,291 shares 29,291 $798K 0.13% new Timeline FTLS 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: 7,620 shares; 2025Q1: 3,438 shares; 2025Q2: 9,938 shares; 2025Q3: 10,009 shares; 2025Q4: 10,036 shares; 2026Q1: 11,258 shares 11,258 $792K 0.13% +1,222 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: 13,003 shares; 2024Q4: 8,121 shares; 2025Q1: 10,656 shares; 2025Q2: 11,177 shares; 2025Q3: 9,862 shares; 2025Q4: 9,831 shares; 2026Q1: 8,401 shares 8,401 $790K 0.13% -1,430 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST 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: 13,339 shares; 2025Q3: 73,880 shares; 2025Q4: 51,970 shares; 2026Q1: 43,365 shares 43,365 $781K 0.13% -8,605 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,255 shares; 2024Q4: 44,535 shares; 2025Q1: 264,321 shares; 2025Q2: 30,717 shares; 2025Q3: 13,897 shares; 2025Q4: 6,898 shares; 2026Q1: 8,509 shares 8,509 $780K 0.13% +1,611 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: 7,385 shares; 2024Q4: 9,280 shares; 2025Q1: 8,997 shares; 2025Q2: 9,150 shares; 2025Q3: 9,042 shares; 2025Q4: 9,068 shares; 2026Q1: 10,033 shares 10,033 $778K 0.13% +965 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: 30,198 shares; 2024Q4: 30,678 shares; 2025Q1: 30,744 shares; 2025Q2: 29,672 shares; 2025Q3: 28,564 shares; 2025Q4: 29,049 shares; 2026Q1: 27,686 shares 27,686 $777K 0.13% -1,363 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: 6,931 shares; 2024Q4: 7,145 shares; 2025Q1: 6,976 shares; 2025Q2: 7,713 shares; 2025Q3: 6,817 shares; 2025Q4: 6,870 shares; 2026Q1: 7,757 shares 7,757 $763K 0.13% +887 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS 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: 15,011 shares 15,011 $747K 0.13% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,859 shares; 2026Q1: 7,389 shares 7,389 $743K 0.12% +530 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: 2,784 shares; 2024Q4: 3,306 shares; 2025Q1: 3,405 shares; 2025Q2: 3,463 shares; 2025Q3: 4,210 shares; 2025Q4: 4,568 shares; 2026Q1: 4,565 shares 4,565 $729K 0.12% -3 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: 51,852 shares; 2024Q4: 9,902 shares; 2025Q1: 12,377 shares; 2025Q2: 13,828 shares; 2025Q3: 13,394 shares; 2025Q4: 11,958 shares; 2026Q1: 12,787 shares 12,787 $725K 0.12% +829 Timeline CERY 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: 10,169 shares; 2025Q1: 21,687 shares; 2025Q2: 12,324 shares; 2025Q3: 24,742 shares; 2025Q4: 14,565 shares; 2026Q1: 20,484 shares 20,484 $722K 0.12% +5,919 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: 3,638 shares; 2024Q4: 3,712 shares; 2025Q1: 3,688 shares; 2025Q2: 4,334 shares; 2025Q3: 4,191 shares; 2025Q4: 4,378 shares; 2026Q1: 4,342 shares 4,342 $718K 0.12% -36 Timeline SPMO 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: 18,350 shares; 2025Q3: 18,252 shares; 2025Q4: 13,587 shares; 2026Q1: 6,402 shares 6,402 $718K 0.12% -7,185 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,315 shares; 2024Q4: 19,705 shares; 2025Q1: 18,477 shares; 2025Q2: 24,793 shares; 2025Q3: 7,840 shares; 2025Q4: 7,876 shares; 2026Q1: 7,842 shares 7,842 $710K 0.12% -34 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: 6,746 shares; 2024Q4: 6,831 shares; 2025Q1: 8,453 shares; 2025Q2: 9,068 shares; 2025Q3: 6,965 shares; 2025Q4: 6,972 shares; 2026Q1: 6,893 shares 6,893 $708K 0.12% -79 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,315 shares; 2025Q3: 1,201 shares; 2025Q4: 2,053 shares; 2026Q1: 3,678 shares 3,678 $706K 0.12% +1,625 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: 4,965 shares; 2024Q4: 4,654 shares; 2025Q1: 4,539 shares; 2025Q2: 4,488 shares; 2025Q3: 4,493 shares; 2025Q4: 4,673 shares; 2026Q1: 4,807 shares 4,807 $705K 0.12% +134 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 8,969 shares; 2025Q1: 9,233 shares; 2025Q2: 10,394 shares; 2025Q3: 10,364 shares; 2025Q4: 10,396 shares; 2026Q1: 10,378 shares 10,378 $701K 0.12% -18 Timeline SDVD 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: 10,450 shares; 2025Q2: 18,504 shares; 2025Q3: 20,777 shares; 2025Q4: 21,387 shares; 2026Q1: 32,216 shares 32,216 $699K 0.12% +10,829 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,139 shares; 2024Q4: 6,163 shares; 2025Q1: 6,192 shares; 2025Q2: 6,211 shares; 2025Q3: 6,179 shares; 2025Q4: 9,946 shares; 2026Q1: 12,150 shares 12,150 $695K 0.12% +2,204 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,439 shares; 2024Q4: 17,764 shares; 2025Q1: 16,934 shares; 2025Q2: 16,505 shares; 2025Q3: 8,021 shares; 2025Q4: 8,835 shares; 2026Q1: 8,711 shares 8,711 $690K 0.12% -124 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,384 shares; 2024Q4: 7,992 shares; 2025Q1: 18,578 shares; 2025Q2: 20,179 shares; 2025Q3: 20,158 shares; 2025Q4: 22,376 shares; 2026Q1: 22,446 shares 22,446 $689K 0.12% +70 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: 1,899 shares; 2024Q4: 1,675 shares; 2025Q1: 1,740 shares; 2025Q2: 1,909 shares; 2025Q3: 2,047 shares; 2025Q4: 1,890 shares; 2026Q1: 1,920 shares 1,920 $687K 0.12% +30 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: 14,806 shares; 2024Q4: 22,150 shares; 2025Q1: 26,131 shares; 2025Q2: 11,808 shares; 2025Q3: 12,020 shares; 2025Q4: 11,898 shares; 2026Q1: 6,066 shares 6,066 $686K 0.12% -5,832 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,694 shares; 2024Q4: 127,356 shares; 2025Q1: 127,004 shares; 2025Q2: 112,445 shares; 2025Q3: 108,883 shares; 2025Q4: 104,579 shares; 2026Q1: 113,258 shares 113,258 $685K 0.11% +8,679 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,750 shares; 2025Q3: 14,154 shares; 2025Q4: 14,884 shares; 2026Q1: 16,922 shares 16,922 $680K 0.11% +2,038 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,626 shares; 2025Q3: 13,009 shares; 2025Q4: 10,376 shares; 2026Q1: 10,381 shares 10,381 $675K 0.11% +5 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,069 shares; 2024Q4: 48,215 shares; 2025Q1: 45,097 shares; 2025Q2: 44,196 shares; 2025Q3: 44,755 shares; 2025Q4: 41,238 shares; 2026Q1: 37,367 shares 37,367 $673K 0.11% -3,871 Timeline BKIE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,936 shares 6,936 $648K 0.11% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,250 shares; 2025Q2: 7,470 shares; 2025Q3: 7,866 shares; 2025Q4: 8,466 shares; 2026Q1: 12,857 shares 12,857 $643K 0.11% +4,391 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: 7,250 shares; 2025Q2: 7,475 shares; 2025Q3: 7,872 shares; 2025Q4: 8,472 shares; 2026Q1: 12,879 shares 12,879 $637K 0.11% +4,407 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,287 shares; 2025Q3: 9,332 shares; 2025Q4: 9,287 shares; 2026Q1: 11,717 shares 11,717 $634K 0.11% +2,430 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,482 shares; 2024Q4: 19,401 shares; 2025Q1: 18,406 shares; 2025Q2: 14,926 shares; 2025Q3: 13,431 shares; 2025Q4: 13,431 shares; 2026Q1: 13,431 shares 13,431 $631K 0.11% 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: 24,883 shares; 2024Q4: 11,000 shares; 2025Q1: 12,343 shares; 2025Q2: not reported; 2025Q3: 8,077 shares; 2025Q4: 15,891 shares; 2026Q1: 14,136 shares 14,136 $624K 0.1% -1,755 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,388 shares; 2024Q4: not reported; 2025Q1: 2,663 shares; 2025Q2: 12,449 shares; 2025Q3: 13,794 shares; 2025Q4: 13,879 shares; 2026Q1: 6,377 shares 6,377 $619K 0.1% -7,502 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: 1,023 shares; 2024Q4: 780 shares; 2025Q1: 953 shares; 2025Q2: 788 shares; 2025Q3: 786 shares; 2025Q4: 701 shares; 2026Q1: 908 shares 908 $619K 0.1% +207 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: 34,267 shares; 2024Q4: 11,377 shares; 2025Q1: 10,633 shares; 2025Q2: 10,633 shares; 2025Q3: 11,533 shares; 2025Q4: 15,028 shares; 2026Q1: 12,033 shares 12,033 $609K 0.1% -2,995 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,080 shares; 2025Q3: 17,003 shares; 2025Q4: 17,333 shares; 2026Q1: 17,866 shares 17,866 $603K 0.1% +533 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,145 shares; 2025Q3: 18,015 shares; 2025Q4: 18,631 shares; 2026Q1: 19,586 shares 19,586 $597K 0.1% +955 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,337 shares; 2024Q4: 5,337 shares; 2025Q1: 5,337 shares; 2025Q2: 3,287 shares; 2025Q3: 3,150 shares; 2025Q4: 3,652 shares; 2026Q1: 3,322 shares 3,322 $596K 0.1% -330 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,372 shares; 2024Q4: 15,841 shares; 2025Q1: 15,578 shares; 2025Q2: 15,115 shares; 2025Q3: 15,115 shares; 2025Q4: 15,099 shares; 2026Q1: 15,198 shares 15,198 $591K 0.1% +99 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS 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: 1,617 shares; 2025Q3: 6,147 shares; 2025Q4: 5,354 shares; 2026Q1: 4,657 shares 4,657 $587K 0.1% -697 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: 2,901 shares; 2025Q1: 3,112 shares; 2025Q2: 3,361 shares; 2025Q3: 4,284 shares; 2025Q4: 4,288 shares; 2026Q1: 4,698 shares 4,698 $584K 0.1% +410 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: 5,658 shares; 2024Q4: 6,737 shares; 2025Q1: 7,024 shares; 2025Q2: 8,374 shares; 2025Q3: 7,355 shares; 2025Q4: 7,681 shares; 2026Q1: 7,637 shares 7,637 $581K 0.1% -44 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,996 shares; 2025Q1: 13,676 shares; 2025Q2: 13,239 shares; 2025Q3: 12,033 shares; 2025Q4: 13,925 shares; 2026Q1: 21,051 shares 21,051 $580K 0.1% +7,126 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 842 shares; 2025Q4: 863 shares; 2026Q1: 1,104 shares 1,104 $576K 0.1% +241 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,430 shares; 2024Q4: 2,261 shares; 2025Q1: 1,961 shares; 2025Q2: 3,601 shares; 2025Q3: 2,845 shares; 2025Q4: 3,241 shares; 2026Q1: 2,370 shares 2,370 $574K 0.1% -871 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,723 shares; 2025Q3: 15,065 shares; 2025Q4: 16,122 shares; 2026Q1: 16,625 shares 16,625 $572K 0.1% +503 Timeline FMF 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: 10,059 shares; 2025Q3: 10,550 shares; 2025Q4: 10,788 shares; 2026Q1: 11,198 shares 11,198 $567K 0.1% +410 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 18,828 shares; 2025Q1: 3,050 shares; 2025Q2: 3,779 shares; 2025Q3: 4,016 shares; 2025Q4: 4,187 shares; 2026Q1: 4,676 shares 4,676 $567K 0.1% +489 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,872 shares; 2024Q4: 12,265 shares; 2025Q1: 6,193 shares; 2025Q2: 9,965 shares; 2025Q3: 18,429 shares; 2025Q4: 14,377 shares; 2026Q1: 11,717 shares 11,717 $566K 0.09% -2,660 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: not reported; 2024Q4: 3,801 shares; 2025Q1: 2,936 shares; 2025Q2: 2,812 shares; 2025Q3: 3,122 shares; 2025Q4: 3,181 shares; 2026Q1: 3,355 shares 3,355 $552K 0.09% +174 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: 4,914 shares; 2024Q4: 5,321 shares; 2025Q1: 6,020 shares; 2025Q2: 1,510 shares; 2025Q3: 5,470 shares; 2025Q4: 2,609 shares; 2026Q1: 2,270 shares 2,270 $552K 0.09% -339 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,854 shares; 2025Q2: 5,064 shares; 2025Q3: 5,184 shares; 2025Q4: 6,124 shares; 2026Q1: 7,070 shares 7,070 $545K 0.09% +946 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,314 shares; 2025Q3: 3,316 shares; 2025Q4: 3,230 shares; 2026Q1: 3,152 shares 3,152 $544K 0.09% -78 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: 612 shares; 2025Q1: not reported; 2025Q2: 588 shares; 2025Q3: 346 shares; 2025Q4: 362 shares; 2026Q1: 394 shares 394 $543K 0.09% +32 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,974 shares; 2025Q1: 6,154 shares; 2025Q2: 6,632 shares; 2025Q3: 5,931 shares; 2025Q4: 6,903 shares; 2026Q1: 5,739 shares 5,739 $538K 0.09% -1,164 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,440 shares; 2024Q4: 7,639 shares; 2025Q1: 8,150 shares; 2025Q2: 8,159 shares; 2025Q3: 8,067 shares; 2025Q4: 8,820 shares; 2026Q1: 9,528 shares 9,528 $529K 0.09% +708 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: 9,450 shares; 2024Q4: 9,450 shares; 2025Q1: 9,450 shares; 2025Q2: 9,660 shares; 2025Q3: 9,812 shares; 2025Q4: 9,687 shares; 2026Q1: 9,687 shares 9,687 $528K 0.09% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,975 shares; 2025Q1: 14,795 shares; 2025Q2: 14,941 shares; 2025Q3: 14,797 shares; 2025Q4: 14,444 shares; 2026Q1: 19,010 shares 19,010 $523K 0.09% +4,566 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: 1,040 shares; 2024Q4: 880 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 1,037 shares; 2025Q4: 977 shares; 2026Q1: 957 shares 957 $515K 0.09% -20 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,661 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,018 shares 23,018 $514K 0.09% new Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 9,942 shares; 2025Q1: 9,392 shares; 2025Q2: 9,292 shares; 2025Q3: 9,292 shares; 2025Q4: 9,293 shares; 2026Q1: 9,668 shares 9,668 $512K 0.09% +375 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,337 shares; 2025Q3: 12,524 shares; 2025Q4: 14,709 shares; 2026Q1: 15,309 shares 15,309 $511K 0.09% +600 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,795 shares; 2025Q3: 11,974 shares; 2025Q4: 13,078 shares; 2026Q1: 13,286 shares 13,286 $510K 0.09% +208 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,190 shares; 2025Q3: 11,626 shares; 2025Q4: 12,357 shares; 2026Q1: 10,268 shares 10,268 $500K 0.08% -2,089 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,473 shares; 2025Q1: 4,670 shares; 2025Q2: not reported; 2025Q3: 16,114 shares; 2025Q4: 16,004 shares; 2026Q1: 15,331 shares 15,331 $491K 0.08% -673 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,981 shares; 2024Q4: 10,745 shares; 2025Q1: 11,018 shares; 2025Q2: 11,695 shares; 2025Q3: 11,913 shares; 2025Q4: 11,901 shares; 2026Q1: 13,333 shares 13,333 $490K 0.08% +1,432 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,025 shares; 2026Q1: 17,930 shares 17,930 $487K 0.08% +905 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: 3,051 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,680 shares 3,680 $482K 0.08% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,877 shares; 2024Q4: 2,580 shares; 2025Q1: 1,023 shares; 2025Q2: 1,068 shares; 2025Q3: 2,142 shares; 2025Q4: 1,925 shares; 2026Q1: 1,690 shares 1,690 $479K 0.08% -235 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: not reported; 2025Q1: not reported; 2025Q2: 5,071 shares; 2025Q3: 5,086 shares; 2025Q4: 5,089 shares; 2026Q1: 5,079 shares 5,079 $479K 0.08% -10 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,810 shares; 2026Q1: 10,366 shares 10,366 $478K 0.08% +4,556 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,426 shares; 2026Q1: 20,426 shares 20,426 $474K 0.08% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 5,183 shares; 2025Q1: 5,724 shares; 2025Q2: 6,465 shares; 2025Q3: 6,103 shares; 2025Q4: 6,959 shares; 2026Q1: 7,519 shares 7,519 $471K 0.08% +560 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: 3,150 shares; 2025Q1: 3,957 shares; 2025Q2: 3,921 shares; 2025Q3: 3,980 shares; 2025Q4: 3,917 shares; 2026Q1: 3,823 shares 3,823 $469K 0.08% -94 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: 6,112 shares; 2025Q3: 6,388 shares; 2025Q4: 6,300 shares; 2026Q1: 6,246 shares 6,246 $469K 0.08% -54 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: 2,611 shares; 2024Q4: 2,585 shares; 2025Q1: 2,549 shares; 2025Q2: 2,701 shares; 2025Q3: 2,440 shares; 2025Q4: 2,431 shares; 2026Q1: 3,013 shares 3,013 $468K 0.08% +582 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 937 shares 937 $465K 0.08% new Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 10,102 shares; 2025Q3: 13,079 shares; 2025Q4: 15,117 shares; 2026Q1: 15,805 shares 15,805 $464K 0.08% +688 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: 339 shares; 2024Q4: 468 shares; 2025Q1: 467 shares; 2025Q2: 417 shares; 2025Q3: 420 shares; 2025Q4: 292 shares; 2026Q1: 268 shares 268 $463K 0.08% -24 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,339 shares; 2025Q4: 9,721 shares; 2026Q1: 7,668 shares 7,668 $461K 0.08% -2,053 Timeline SRLN 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: 6,840 shares; 2024Q4: 6,998 shares; 2025Q1: 10,489 shares; 2025Q2: 10,855 shares; 2025Q3: 11,112 shares; 2025Q4: 11,085 shares; 2026Q1: 11,318 shares 11,318 $454K 0.08% +233 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: not reported; 2025Q1: 7,631 shares; 2025Q2: 5,707 shares; 2025Q3: 5,516 shares; 2025Q4: 5,942 shares; 2026Q1: 6,138 shares 6,138 $452K 0.08% +196 Timeline EMHC 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: 9,112 shares; 2024Q4: 9,570 shares; 2025Q1: 16,977 shares; 2025Q2: 17,633 shares; 2025Q3: 17,770 shares; 2025Q4: 17,849 shares; 2026Q1: 18,225 shares 18,225 $452K 0.08% +376 Timeline FLOT 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: 9,292 shares; 2025Q2: 9,353 shares; 2025Q3: 9,046 shares; 2025Q4: 8,841 shares; 2026Q1: 8,845 shares 8,845 $451K 0.08% +4 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,734 shares; 2026Q1: 2,104 shares 2,104 $450K 0.08% -630 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: 6,912 shares; 2024Q4: 4,518 shares; 2025Q1: 4,524 shares; 2025Q2: 4,678 shares; 2025Q3: 4,461 shares; 2025Q4: 4,564 shares; 2026Q1: 3,467 shares 3,467 $446K 0.07% -1,097 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,775 shares; 2025Q1: 2,725 shares; 2025Q2: 3,025 shares; 2025Q3: 3,108 shares; 2025Q4: 2,908 shares; 2026Q1: 2,925 shares 2,925 $442K 0.07% +17 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: 6,132 shares; 2024Q4: 10,208 shares; 2025Q1: 5,502 shares; 2025Q2: 5,609 shares; 2025Q3: 5,743 shares; 2025Q4: 5,947 shares; 2026Q1: 6,062 shares 6,062 $441K 0.07% +115 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 2,410 shares 2,410 $441K 0.07% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,568 shares; 2026Q1: 15,097 shares 15,097 $439K 0.07% +3,529 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 5,357 shares; 2025Q3: 5,365 shares; 2025Q4: 5,366 shares; 2026Q1: 5,339 shares 5,339 $437K 0.07% -27 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL HEALTH 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: 5,350 shares; 2025Q4: 6,046 shares; 2026Q1: 7,879 shares 7,879 $436K 0.07% +1,833 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,411 shares; 2025Q3: 2,464 shares; 2025Q4: 2,470 shares; 2026Q1: 2,351 shares 2,351 $433K 0.07% -119 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,157 shares; 2025Q2: 21,264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,240 shares 19,240 $428K 0.07% new Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 2,084 shares; 2026Q1: 2,988 shares 2,988 $427K 0.07% +904 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 3,495 shares; 2025Q3: 3,470 shares; 2025Q4: 3,445 shares; 2026Q1: 3,458 shares 3,458 $426K 0.07% +13 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,087 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,978 shares; 2026Q1: 3,057 shares 3,057 $426K 0.07% +79 Timeline HYEM 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: 11,045 shares; 2026Q1: 21,581 shares 21,581 $426K 0.07% +10,536 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,486 shares; 2024Q4: 25,570 shares; 2025Q1: 25,180 shares; 2025Q2: 25,168 shares; 2025Q3: 23,930 shares; 2025Q4: 26,380 shares; 2026Q1: 27,042 shares 27,042 $423K 0.07% +662 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 3,675 shares; 2025Q1: 3,825 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $423K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,984 shares; 2025Q2: 4,594 shares; 2025Q3: 7,228 shares; 2025Q4: 5,648 shares; 2026Q1: 6,821 shares 6,821 $422K 0.07% +1,173 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,894 shares; 2024Q4: 28,449 shares; 2025Q1: 28,449 shares; 2025Q2: 29,949 shares; 2025Q3: 31,017 shares; 2025Q4: 31,017 shares; 2026Q1: 28,477 shares 28,477 $421K 0.07% -2,540 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,626 shares; 2025Q1: 2,838 shares; 2025Q2: 3,955 shares; 2025Q3: 3,791 shares; 2025Q4: 4,721 shares; 2026Q1: 3,702 shares 3,702 $420K 0.07% -1,019 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,321 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,278 shares; 2026Q1: 8,541 shares 8,541 $413K 0.07% +2,263 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,253 shares; 2025Q1: 2,286 shares; 2025Q2: 3,528 shares; 2025Q3: 3,130 shares; 2025Q4: 3,651 shares; 2026Q1: 3,653 shares 3,653 $413K 0.07% +2 Timeline FDD 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: 11,962 shares; 2025Q2: 32,459 shares; 2025Q3: 28,125 shares; 2025Q4: 19,651 shares; 2026Q1: 22,923 shares 22,923 $408K 0.07% +3,272 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: 1,996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,136 shares; 2025Q4: 1,586 shares; 2026Q1: 1,668 shares 1,668 $407K 0.07% +82 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,003 shares; 2025Q1: 10,131 shares; 2025Q2: 10,020 shares; 2025Q3: 10,164 shares; 2025Q4: 11,562 shares; 2026Q1: 12,145 shares 12,145 $407K 0.07% +583 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: not reported; 2025Q1: not reported; 2025Q2: 968 shares; 2025Q3: 936 shares; 2025Q4: 1,046 shares; 2026Q1: 1,406 shares 1,406 $404K 0.07% +360 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558 shares; 2025Q4: 600 shares; 2026Q1: 825 shares 825 $396K 0.07% +225 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: 1,456 shares; 2024Q4: 1,269 shares; 2025Q1: 1,044 shares; 2025Q2: 958 shares; 2025Q3: 948 shares; 2025Q4: 932 shares; 2026Q1: 914 shares 914 $389K 0.07% -18 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: 4,661 shares; 2024Q4: 4,583 shares; 2025Q1: 4,259 shares; 2025Q2: 4,488 shares; 2025Q3: 4,352 shares; 2025Q4: 4,777 shares; 2026Q1: 5,868 shares 5,868 $387K 0.06% +1,091 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE 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: 5,968 shares; 2025Q4: 7,371 shares; 2026Q1: 9,795 shares 9,795 $387K 0.06% +2,424 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 10,683 shares; 2025Q1: 2,580 shares; 2025Q2: 4,406 shares; 2025Q3: 8,191 shares; 2025Q4: not reported; 2026Q1: 4,033 shares 4,033 $386K 0.06% new 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: 1,945 shares; 2025Q4: 3,157 shares; 2026Q1: 2,351 shares 2,351 $386K 0.06% -806 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,712 shares; 2025Q1: 2,712 shares; 2025Q2: 2,491 shares; 2025Q3: 2,363 shares; 2025Q4: 2,227 shares; 2026Q1: 2,218 shares 2,218 $381K 0.06% -9 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: 10,458 shares; 2024Q4: 4,579 shares; 2025Q1: 4,585 shares; 2025Q2: 4,720 shares; 2025Q3: 3,990 shares; 2025Q4: 4,045 shares; 2026Q1: 3,920 shares 3,920 $378K 0.06% -125 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,850 shares; 2025Q3: 26,189 shares; 2025Q4: 27,045 shares; 2026Q1: 27,820 shares 27,820 $376K 0.06% +775 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: 3,473 shares; 2025Q4: 2,361 shares; 2026Q1: 1,377 shares 1,377 $372K 0.06% -984 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,951 shares; 2025Q3: 3,158 shares; 2025Q4: 4,154 shares; 2026Q1: 3,136 shares 3,136 $372K 0.06% -1,018 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 836 shares; 2025Q4: 708 shares; 2026Q1: 682 shares 682 $372K 0.06% -26 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 933 shares; 2025Q1: 1,085 shares; 2025Q2: not reported; 2025Q3: 781 shares; 2025Q4: 877 shares; 2026Q1: 1,399 shares 1,399 $371K 0.06% +522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,867 shares; 2025Q3: 3,859 shares; 2025Q4: 4,280 shares; 2026Q1: 2,919 shares 2,919 $369K 0.06% -1,361 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 3,332 shares; 2025Q1: 3,565 shares; 2025Q2: 4,017 shares; 2025Q3: 3,948 shares; 2025Q4: 4,194 shares; 2026Q1: 3,962 shares 3,962 $368K 0.06% -232 Timeline TIPX 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: 17,621 shares; 2024Q4: 18,239 shares; 2025Q1: 17,650 shares; 2025Q2: 18,503 shares; 2025Q3: 18,762 shares; 2025Q4: 19,297 shares; 2026Q1: 19,123 shares 19,123 $367K 0.06% -174 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 3,696 shares; 2025Q1: 4,165 shares; 2025Q2: 3,821 shares; 2025Q3: 3,829 shares; 2025Q4: 4,276 shares; 2026Q1: 4,467 shares 4,467 $366K 0.06% +191 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: not reported; 2025Q2: 581 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 687 shares 687 $359K 0.06% +106 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,502 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,468 shares 4,468 $358K 0.06% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,604 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,530 shares; 2026Q1: 1,578 shares 1,578 $357K 0.06% +48 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,463 shares; 2025Q3: 14,957 shares; 2025Q4: 14,347 shares; 2026Q1: 13,955 shares 13,955 $356K 0.06% -392 Timeline FTMS PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,885 shares; 2026Q1: 35,885 shares 35,885 $355K 0.06% 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: 1,233 shares; 2024Q4: 1,343 shares; 2025Q1: 1,231 shares; 2025Q2: 1,957 shares; 2025Q3: 2,002 shares; 2025Q4: 1,601 shares; 2026Q1: 1,546 shares 1,546 $355K 0.06% -55 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,774 shares; 2024Q4: 3,870 shares; 2025Q1: 3,305 shares; 2025Q2: 3,551 shares; 2025Q3: 3,555 shares; 2025Q4: 3,208 shares; 2026Q1: 3,210 shares 3,210 $355K 0.06% +2 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: 2,162 shares; 2024Q4: 2,446 shares; 2025Q1: 2,529 shares; 2025Q2: 2,560 shares; 2025Q3: 2,620 shares; 2025Q4: 2,595 shares; 2026Q1: 2,553 shares 2,553 $353K 0.06% -42 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,150 shares 2,150 $352K 0.06% new Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,095 shares; 2025Q3: 7,802 shares; 2025Q4: 7,686 shares; 2026Q1: 9,742 shares 9,742 $350K 0.06% +2,056 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: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,812 shares; 2025Q4: 1,825 shares; 2026Q1: 1,692 shares 1,692 $349K 0.06% -133 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: 2,655 shares; 2024Q4: 2,567 shares; 2025Q1: 2,422 shares; 2025Q2: 2,383 shares; 2025Q3: 2,366 shares; 2025Q4: 4,352 shares; 2026Q1: 4,017 shares 4,017 $348K 0.06% -335 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,409 shares; 2025Q1: 1,409 shares; 2025Q2: 1,418 shares; 2025Q3: 1,418 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares 1,335 $347K 0.06% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,412 shares 3,412 $347K 0.06% new 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: 1,802 shares; 2026Q1: 2,923 shares 2,923 $347K 0.06% +1,121 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,701 shares; 2024Q4: 5,319 shares; 2025Q1: 6,151 shares; 2025Q2: 6,010 shares; 2025Q3: 5,956 shares; 2025Q4: 5,999 shares; 2026Q1: 5,831 shares 5,831 $345K 0.06% -168 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,690 shares; 2024Q4: 10,361 shares; 2025Q1: 12,453 shares; 2025Q2: 44,347 shares; 2025Q3: not reported; 2025Q4: 8,949 shares; 2026Q1: 13,265 shares 13,265 $340K 0.06% +4,316 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,041 shares; 2025Q3: 8,436 shares; 2025Q4: 8,198 shares; 2026Q1: 7,966 shares 7,966 $339K 0.06% -232 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 399 shares 399 $339K 0.06% new Timeline ECC EAGLE POINT CR CO More: the full row for EAGLE POINT CR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,508 shares; 2025Q1: 51,849 shares; 2025Q2: 51,984 shares; 2025Q3: 55,719 shares; 2025Q4: 90,343 shares; 2026Q1: 89,903 shares 89,903 $338K 0.06% -440 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,317 shares; 2025Q3: not reported; 2025Q4: 1,585 shares; 2026Q1: 1,590 shares 1,590 $336K 0.06% +5 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,168 shares; 2024Q4: 2,250 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 1,901 shares; 2025Q4: 2,033 shares; 2026Q1: 1,551 shares 1,551 $336K 0.06% -482 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: 2,075 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,270 shares; 2025Q4: 2,441 shares; 2026Q1: 2,537 shares 2,537 $335K 0.06% +96 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,709 shares; 2024Q4: 1,463 shares; 2025Q1: 1,467 shares; 2025Q2: 1,353 shares; 2025Q3: 1,457 shares; 2025Q4: 2,662 shares; 2026Q1: 3,073 shares 3,073 $335K 0.06% +411 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 1,885 shares; 2026Q1: 1,918 shares 1,918 $333K 0.06% +33 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,822 shares; 2025Q1: 7,956 shares; 2025Q2: 7,926 shares; 2025Q3: 7,938 shares; 2025Q4: 7,938 shares; 2026Q1: 7,047 shares 7,047 $331K 0.06% -891 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: 1,680 shares; 2024Q4: 1,656 shares; 2025Q1: 1,551 shares; 2025Q2: 1,220 shares; 2025Q3: 1,110 shares; 2025Q4: 5,345 shares; 2026Q1: 3,169 shares 3,169 $331K 0.06% -2,176 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,050 shares; 2025Q2: not reported; 2025Q3: 4,064 shares; 2025Q4: 3,939 shares; 2026Q1: 3,939 shares 3,939 $324K 0.05% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 901 shares 901 $323K 0.05% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,966 shares; 2025Q3: 13,596 shares; 2025Q4: 12,966 shares; 2026Q1: 18,161 shares 18,161 $322K 0.05% +5,195 Timeline BUXX 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: 14,500 shares; 2025Q2: 14,985 shares; 2025Q3: 15,780 shares; 2025Q4: 15,780 shares; 2026Q1: 15,905 shares 15,905 $322K 0.05% +125 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: 7,594 shares; 2024Q4: not reported; 2025Q1: 4,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,633 shares; 2026Q1: 3,648 shares 3,648 $322K 0.05% +15 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,211 shares; 2025Q1: 24,211 shares; 2025Q2: 24,211 shares; 2025Q3: 24,211 shares; 2025Q4: 23,563 shares; 2026Q1: 23,563 shares 23,563 $319K 0.05% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,617 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,904 shares; 2026Q1: 3,897 shares 3,897 $319K 0.05% -7 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $316K 0.05% 0 Timeline FEMB 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: 10,658 shares; 2026Q1: 10,983 shares 10,983 $316K 0.05% +325 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: 2,426 shares; 2024Q4: 2,395 shares; 2025Q1: 2,152 shares; 2025Q2: 2,635 shares; 2025Q3: 2,647 shares; 2025Q4: 2,435 shares; 2026Q1: 2,405 shares 2,405 $315K 0.05% -30 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: 8,024 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,139 shares; 2025Q4: 8,994 shares; 2026Q1: 4,622 shares 4,622 $315K 0.05% -4,372 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,322 shares 1,322 $315K 0.05% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,510 shares 4,510 $315K 0.05% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: 1,278 shares; 2025Q3: not reported; 2025Q4: 1,431 shares; 2026Q1: 2,194 shares 2,194 $313K 0.05% +763 Timeline PLXS PLEXUS CORP More: the full row for PLEXUS 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: 1,541 shares 1,541 $312K 0.05% new 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: 1,797 shares; 2024Q4: 949 shares; 2025Q1: 943 shares; 2025Q2: 986 shares; 2025Q3: 1,035 shares; 2025Q4: 956 shares; 2026Q1: 887 shares 887 $312K 0.05% -69 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,456 shares; 2024Q4: 9,581 shares; 2025Q1: 9,706 shares; 2025Q2: 8,761 shares; 2025Q3: 7,636 shares; 2025Q4: 7,636 shares; 2026Q1: 7,861 shares 7,861 $309K 0.05% +225 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,128 shares; 2025Q3: not reported; 2025Q4: 1,049 shares; 2026Q1: 939 shares 939 $309K 0.05% -110 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: not reported; 2024Q4: not reported; 2025Q1: 2,792 shares; 2025Q2: 2,726 shares; 2025Q3: 2,526 shares; 2025Q4: 2,122 shares; 2026Q1: 2,333 shares 2,333 $306K 0.05% +211 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,000 shares; 2025Q2: 8,078 shares; 2025Q3: 8,078 shares; 2025Q4: 8,578 shares; 2026Q1: 8,578 shares 8,578 $303K 0.05% 0 Timeline VSS 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: 2,193 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,078 shares 2,078 $303K 0.05% -36 Timeline CLOI 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: 6,326 shares; 2024Q4: 6,682 shares; 2025Q1: 6,646 shares; 2025Q2: 6,273 shares; 2025Q3: 6,192 shares; 2025Q4: 6,227 shares; 2026Q1: 5,722 shares 5,722 $302K 0.05% -505 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,389 shares; 2025Q3: 7,159 shares; 2025Q4: 7,114 shares; 2026Q1: 7,064 shares 7,064 $299K 0.05% -50 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: 8,747 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,201 shares 3,201 $297K 0.05% new Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,970 shares 6,970 $297K 0.05% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,654 shares; 2025Q2: not reported; 2025Q3: 4,317 shares; 2025Q4: not reported; 2026Q1: 4,836 shares 4,836 $296K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares; 2025Q3: 745 shares; 2025Q4: 747 shares; 2026Q1: 826 shares 826 $295K 0.05% +79 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,652 shares; 2026Q1: 11,204 shares 11,204 $295K 0.05% -14,448 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 803 shares; 2024Q4: 806 shares; 2025Q1: 811 shares; 2025Q2: 724 shares; 2025Q3: 742 shares; 2025Q4: 674 shares; 2026Q1: 675 shares 675 $295K 0.05% +1 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,113 shares; 2026Q1: 11,887 shares 11,887 $294K 0.05% -226 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 1,401 shares; 2025Q4: not reported; 2026Q1: 2,494 shares 2,494 $287K 0.05% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,997 shares; 2025Q4: 2,038 shares; 2026Q1: 2,044 shares 2,044 $283K 0.05% +6 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,581 shares; 2025Q1: 7,324 shares; 2025Q2: 7,401 shares; 2025Q3: 7,281 shares; 2025Q4: 7,181 shares; 2026Q1: 5,612 shares 5,612 $283K 0.05% -1,569 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,093 shares; 2025Q4: 3,688 shares; 2026Q1: 3,688 shares 3,688 $282K 0.05% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER 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: 748 shares; 2025Q4: not reported; 2026Q1: 968 shares 968 $281K 0.05% new Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,960 shares; 2024Q4: 6,798 shares; 2025Q1: 7,445 shares; 2025Q2: 5,005 shares; 2025Q3: 5,192 shares; 2025Q4: 5,982 shares; 2026Q1: 5,632 shares 5,632 $280K 0.05% -350 Timeline AZZ AZZ INC More: the full row for AZZ 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: 2,223 shares 2,223 $278K 0.05% new Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,552 shares; 2025Q1: 12,049 shares; 2025Q2: 12,029 shares; 2025Q3: 12,029 shares; 2025Q4: 13,225 shares; 2026Q1: 19,526 shares 19,526 $278K 0.05% +6,301 Timeline FEM 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,389 shares; 2026Q1: 9,206 shares 9,206 $276K 0.05% +817 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: 898 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 833 shares; 2026Q1: 834 shares 834 $272K 0.05% +1 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,607 shares; 2025Q3: 1,603 shares; 2025Q4: 1,442 shares; 2026Q1: 923 shares 923 $269K 0.05% -519 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 913 shares; 2026Q1: 683 shares 683 $268K 0.04% -230 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 6,101 shares 6,101 $267K 0.04% new Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,086 shares; 2024Q4: 8,586 shares; 2025Q1: 8,587 shares; 2025Q2: 8,750 shares; 2025Q3: 9,146 shares; 2025Q4: 8,813 shares; 2026Q1: 8,816 shares 8,816 $267K 0.04% +3 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,513 shares; 2024Q4: 10,691 shares; 2025Q1: 8,943 shares; 2025Q2: 7,043 shares; 2025Q3: 7,043 shares; 2025Q4: 7,043 shares; 2026Q1: 7,043 shares 7,043 $267K 0.04% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,419 shares; 2025Q1: not reported; 2025Q2: 8,133 shares; 2025Q3: 8,800 shares; 2025Q4: 9,876 shares; 2026Q1: 5,440 shares 5,440 $265K 0.04% -4,436 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,141 shares; 2026Q1: 5,311 shares 5,311 $265K 0.04% +170 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 361 shares; 2025Q4: not reported; 2026Q1: 303 shares 303 $264K 0.04% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 693 shares 693 $263K 0.04% +2 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,473 shares; 2025Q1: 9,340 shares; 2025Q2: 7,575 shares; 2025Q3: 7,575 shares; 2025Q4: 7,708 shares; 2026Q1: 6,675 shares 6,675 $263K 0.04% -1,033 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: 826 shares; 2024Q4: 814 shares; 2025Q1: 811 shares; 2025Q2: 944 shares; 2025Q3: 911 shares; 2025Q4: 881 shares; 2026Q1: 986 shares 986 $263K 0.04% +105 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: 18,337 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,384 shares; 2026Q1: 6,841 shares 6,841 $263K 0.04% +1,457 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: 1,173 shares; 2024Q4: 9,600 shares; 2025Q1: 1,153 shares; 2025Q2: 1,116 shares; 2025Q3: 1,246 shares; 2025Q4: 1,195 shares; 2026Q1: 1,235 shares 1,235 $261K 0.04% +40 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,173 shares; 2025Q3: 1,238 shares; 2025Q4: 1,241 shares; 2026Q1: 1,192 shares 1,192 $259K 0.04% -49 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,732 shares; 2026Q1: 4,920 shares 4,920 $256K 0.04% +188 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,046 shares 4,046 $256K 0.04% new Timeline GWX 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: 6,865 shares; 2024Q4: 7,239 shares; 2025Q1: 7,116 shares; 2025Q2: 6,500 shares; 2025Q3: 6,251 shares; 2025Q4: 6,400 shares; 2026Q1: 6,039 shares 6,039 $255K 0.04% -361 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 841 shares; 2026Q1: 892 shares 892 $251K 0.04% +51 Timeline TRFM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,597 shares; 2025Q3: 6,068 shares; 2025Q4: 6,463 shares; 2026Q1: 5,393 shares 5,393 $251K 0.04% -1,070 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 652 shares 652 $250K 0.04% new Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,746 shares; 2026Q1: 8,243 shares 8,243 $250K 0.04% +1,497 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: not reported; 2024Q4: 2,482 shares; 2025Q1: 2,234 shares; 2025Q2: 2,330 shares; 2025Q3: 3,397 shares; 2025Q4: 2,963 shares; 2026Q1: 3,039 shares 3,039 $248K 0.04% +76 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: 1,088 shares; 2024Q4: 879 shares; 2025Q1: 880 shares; 2025Q2: 811 shares; 2025Q3: 1,156 shares; 2025Q4: 865 shares; 2026Q1: 915 shares 915 $248K 0.04% +50 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,222 shares; 2026Q1: 7,934 shares 7,934 $247K 0.04% +712 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: 2,309 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,862 shares 1,862 $246K 0.04% new Timeline LAC LITHIUM AMERS CORP NEW More: the full row for LITHIUM AMERS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,118 shares; 2024Q4: 51,118 shares; 2025Q1: 54,018 shares; 2025Q2: 50,073 shares; 2025Q3: 48,018 shares; 2025Q4: 62,423 shares; 2026Q1: 62,183 shares 62,183 $246K 0.04% -240 Timeline DFAI 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: 6,255 shares 6,255 $244K 0.04% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,840 shares 7,840 $243K 0.04% new Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 1,472 shares; 2025Q3: 4,737 shares; 2025Q4: 5,384 shares; 2026Q1: 3,127 shares 3,127 $242K 0.04% -2,257 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,169 shares; 2025Q4: 4,172 shares; 2026Q1: 4,794 shares 4,794 $242K 0.04% +622 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR 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: 2,213 shares 2,213 $242K 0.04% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,473 shares; 2025Q3: 2,520 shares; 2025Q4: 2,382 shares; 2026Q1: 2,527 shares 2,527 $241K 0.04% +145 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: 925 shares; 2024Q4: 1,098 shares; 2025Q1: 879 shares; 2025Q2: 1,072 shares; 2025Q3: 810 shares; 2025Q4: 593 shares; 2026Q1: 578 shares 578 $241K 0.04% -15 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: 3,502 shares; 2024Q4: 4,208 shares; 2025Q1: 2,125 shares; 2025Q2: 2,136 shares; 2025Q3: 2,991 shares; 2025Q4: 2,138 shares; 2026Q1: 2,092 shares 2,092 $241K 0.04% -46 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,659 shares; 2025Q4: 1,659 shares; 2026Q1: 1,659 shares 1,659 $240K 0.04% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,548 shares 2,548 $239K 0.04% new Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,638 shares 3,638 $239K 0.04% new 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: 1,205 shares 1,205 $238K 0.04% new Timeline PACS PACS GROUP INC More: the full row for PACS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,392 shares 7,392 $237K 0.04% new Timeline GPRF 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: 7,543 shares; 2025Q2: not reported; 2025Q3: 4,420 shares; 2025Q4: 4,244 shares; 2026Q1: 4,739 shares 4,739 $236K 0.04% +495 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,512 shares; 2026Q1: 7,115 shares 7,115 $235K 0.04% +2,603 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: 3,696 shares 3,696 $235K 0.04% new Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,244 shares 5,244 $235K 0.04% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,736 shares; 2024Q4: 2,279 shares; 2025Q1: not reported; 2025Q2: 16,443 shares; 2025Q3: 16,449 shares; 2025Q4: 16,094 shares; 2026Q1: 1,293 shares 1,293 $235K 0.04% -14,801 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS 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: 1,901 shares; 2025Q3: 2,233 shares; 2025Q4: 2,116 shares; 2026Q1: 1,911 shares 1,911 $233K 0.04% -205 Timeline EBND 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: 18,772 shares; 2024Q4: 20,088 shares; 2025Q1: 10,507 shares; 2025Q2: 10,511 shares; 2025Q3: 10,780 shares; 2025Q4: 11,091 shares; 2026Q1: 11,259 shares 11,259 $232K 0.04% +168 Timeline LAR LITHIUM ARGENTINA AG More: the full row for LITHIUM ARGENTINA AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,050 shares; 2025Q2: 38,105 shares; 2025Q3: 36,123 shares; 2025Q4: 34,828 shares; 2026Q1: 34,588 shares 34,588 $231K 0.04% -240 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,482 shares; 2025Q3: 2,482 shares; 2025Q4: 2,482 shares; 2026Q1: 2,482 shares 2,482 $230K 0.04% 0 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: 3,850 shares; 2024Q4: 3,387 shares; 2025Q1: 2,981 shares; 2025Q2: 3,236 shares; 2025Q3: 2,666 shares; 2025Q4: 2,516 shares; 2026Q1: 2,544 shares 2,544 $228K 0.04% +28 Timeline ALNT ALLIENT INC More: the full row for ALLIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,834 shares 3,834 $227K 0.04% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS 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: 1,729 shares 1,729 $227K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 653 shares 653 $225K 0.04% new Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,093 shares; 2026Q1: 7,073 shares 7,073 $223K 0.04% -20 Timeline TDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,036 shares; 2026Q1: 8,383 shares 8,383 $223K 0.04% +347 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,916 shares; 2025Q2: 3,216 shares; 2025Q3: 3,552 shares; 2025Q4: 4,086 shares; 2026Q1: 2,558 shares 2,558 $222K 0.04% -1,528 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260 $221K 0.04% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,300 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $219K 0.04% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,343 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,786 shares 4,786 $219K 0.04% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,821 shares; 2026Q1: 3,821 shares 3,821 $218K 0.04% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,290 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,025 shares; 2025Q4: 2,811 shares; 2026Q1: 2,724 shares 2,724 $217K 0.04% -87 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,166 shares 8,166 $212K 0.04% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN 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: 2,811 shares 2,811 $212K 0.04% new Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,756 shares; 2025Q1: 4,756 shares; 2025Q2: 5,223 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,029 shares 4,029 $212K 0.04% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,955 shares 1,955 $212K 0.04% new Timeline GRMN GARMIN LTD More: the full row for GARMIN 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: 900 shares 900 $209K 0.04% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,352 shares; 2026Q1: 1,856 shares 1,856 $206K 0.03% -496 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,319 shares; 2025Q4: 1,319 shares; 2026Q1: 1,319 shares 1,319 $205K 0.03% 0 Timeline TMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,659 shares 8,659 $204K 0.03% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,128 shares; 2025Q4: 8,128 shares; 2026Q1: 8,128 shares 8,128 $204K 0.03% 0 Timeline FLN 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,976 shares 7,976 $204K 0.03% new Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,438 shares 7,438 $203K 0.03% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,652 shares; 2025Q4: 1,650 shares; 2026Q1: 1,713 shares 1,713 $203K 0.03% +63 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 10,750 shares; 2026Q1: 10,750 shares 10,750 $203K 0.03% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,114 shares 11,114 $192K 0.03% new Timeline AVPT AVEPOINT INC More: the full row for AVEPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,614 shares; 2024Q4: 12,641 shares; 2025Q1: 12,664 shares; 2025Q2: 12,559 shares; 2025Q3: 12,559 shares; 2025Q4: 13,986 shares; 2026Q1: 20,082 shares 20,082 $191K 0.03% +6,096 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,739 shares 16,739 $183K 0.03% new Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE 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: 14,883 shares; 2025Q4: 16,890 shares; 2026Q1: 27,657 shares 27,657 $178K 0.03% +10,767 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,045 shares; 2024Q4: 17,292 shares; 2025Q1: 17,523 shares; 2025Q2: 17,768 shares; 2025Q3: 18,000 shares; 2025Q4: 18,259 shares; 2026Q1: 18,523 shares 18,523 $176K 0.03% +264 Timeline OI O-I GLASS INC More: the full row for O-I GLASS 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: 15,963 shares 15,963 $168K 0.03% new Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,779 shares; 2025Q3: 12,709 shares; 2025Q4: 13,465 shares; 2026Q1: 13,165 shares 13,165 $143K 0.02% -300 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,090 shares 11,090 $128K 0.02% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,341 shares; 2025Q3: 12,300 shares; 2025Q4: 23,450 shares; 2026Q1: 23,625 shares 23,625 $122K 0.02% +175 Timeline AMDL GRANITESHARES ETF TR More: the full row for GRANITESHARES 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: 10,000 shares 10,000 $122K 0.02% new Timeline GSOL GRAYSCALE SOLANA STAKING ETF More: the full row for GRAYSCALE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,175 shares; 2026Q1: 14,769 shares 14,769 $90.5K 0.02% -406 Timeline LOOP LOOP INDS INC More: the full row for LOOP INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,575 shares; 2024Q4: 76,124 shares; 2025Q1: 66,374 shares; 2025Q2: 71,674 shares; 2025Q3: 65,374 shares; 2025Q4: 56,574 shares; 2026Q1: 52,074 shares 52,074 $74.5K 0.01% -4,500 Timeline TETRA TECH INC NEW TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,000 shares; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 29,000 shares; 2026Q1: 29,000 shares 29,000 $30.2K 0.01% 0 CRWG THEMES ETF TR More: the full row for THEMES 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: 10,000 shares 10,000 $23.7K <0.01% new Timeline IMUX IMMUNIC INC More: the full row for IMMUNIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $13.3K <0.01% 0 Timeline