AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,404 shares; 2024Q4: 282,833 shares; 2025Q1: 282,038 shares; 2025Q2: 277,438 shares; 2025Q3: 271,623 shares; 2025Q4: 261,269 shares; 2026Q1: 256,931 shares 256,931 $65.2M 4.48% -4,338 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: 38,128 shares; 2024Q4: 40,480 shares; 2025Q1: 324,599 shares; 2025Q2: 44,102 shares; 2025Q3: 40,886 shares; 2025Q4: 480,286 shares; 2026Q1: 647,227 shares 647,227 $65.1M 4.48% +166,941 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: 237,431 shares; 2024Q4: 239,245 shares; 2025Q1: 238,246 shares; 2025Q2: 235,680 shares; 2025Q3: 234,181 shares; 2025Q4: 222,512 shares; 2026Q1: 214,731 shares 214,731 $61.7M 4.24% -7,781 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: 94,346 shares; 2024Q4: 92,962 shares; 2025Q1: 93,353 shares; 2025Q2: 97,124 shares; 2025Q3: 90,980 shares; 2025Q4: 90,809 shares; 2026Q1: 90,971 shares 90,971 $59.4M 4.08% +162 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: 132,406 shares; 2024Q4: 134,074 shares; 2025Q1: 133,647 shares; 2025Q2: 132,275 shares; 2025Q3: 122,258 shares; 2025Q4: 108,352 shares; 2026Q1: 108,959 shares 108,959 $40.3M 2.77% +607 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: 537,718 shares; 2024Q4: 575,803 shares; 2025Q1: 581,219 shares; 2025Q2: 572,606 shares; 2025Q3: 565,401 shares; 2025Q4: 561,189 shares; 2026Q1: 565,412 shares 565,412 $38.2M 2.62% +4,223 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,849 shares; 2024Q4: 390,202 shares; 2025Q1: 596,210 shares; 2025Q2: 1,320,122 shares; 2025Q3: 1,258,277 shares; 2025Q4: 1,031,272 shares; 2026Q1: 951,725 shares 951,725 $37.4M 2.57% -79,547 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: 191,436 shares; 2024Q4: 239,852 shares; 2025Q1: 242,047 shares; 2025Q2: 232,439 shares; 2025Q3: 235,319 shares; 2025Q4: 246,098 shares; 2026Q1: 249,133 shares 249,133 $36.1M 2.48% +3,035 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,248 shares; 2024Q4: 200,107 shares; 2025Q1: 220,513 shares; 2025Q2: 211,527 shares; 2025Q3: 208,618 shares; 2025Q4: 205,479 shares; 2026Q1: 206,305 shares 206,305 $36M 2.47% +826 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: 163,931 shares; 2024Q4: 162,288 shares; 2025Q1: 163,112 shares; 2025Q2: 162,704 shares; 2025Q3: 161,052 shares; 2025Q4: 154,701 shares; 2026Q1: 152,476 shares 152,476 $31.8M 2.18% -2,225 Timeline JPEF 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: 355,632 shares; 2024Q4: 466,974 shares; 2025Q1: 345,965 shares; 2025Q2: 699,354 shares; 2025Q3: 519,939 shares; 2025Q4: 513,115 shares; 2026Q1: 392,979 shares 392,979 $28.2M 1.94% -120,136 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: 125,953 shares; 2024Q4: 126,242 shares; 2025Q1: 126,209 shares; 2025Q2: 125,467 shares; 2025Q3: 125,208 shares; 2025Q4: 118,215 shares; 2026Q1: 115,122 shares 115,122 $28.1M 1.93% -3,093 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: 57,171 shares; 2024Q4: 57,829 shares; 2025Q1: 59,719 shares; 2025Q2: 58,651 shares; 2025Q3: 57,983 shares; 2025Q4: 57,227 shares; 2026Q1: 56,695 shares 56,695 $27.2M 1.87% -532 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,173 shares; 2024Q4: 526,627 shares; 2025Q1: 535,793 shares; 2025Q2: 584,808 shares; 2025Q3: 584,767 shares; 2025Q4: 586,803 shares; 2026Q1: 564,984 shares 564,984 $27M 1.85% -21,819 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 497,707 shares; 2024Q4: 491,254 shares; 2025Q1: 487,554 shares; 2025Q2: 474,240 shares; 2025Q3: 463,623 shares; 2025Q4: 448,205 shares; 2026Q1: 445,303 shares 445,303 $26.3M 1.81% -2,902 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: 22,136 shares; 2024Q4: 27,895 shares; 2025Q1: 57,266 shares; 2025Q2: 116,509 shares; 2025Q3: 192,263 shares; 2025Q4: 227,016 shares; 2026Q1: 281,563 shares 281,563 $25.8M 1.77% +54,547 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: 62,920 shares; 2024Q4: 61,985 shares; 2025Q1: 61,271 shares; 2025Q2: 60,008 shares; 2025Q3: 58,841 shares; 2025Q4: 58,267 shares; 2026Q1: 57,861 shares 57,861 $25.3M 1.74% -406 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: 36,119 shares; 2024Q4: 36,754 shares; 2025Q1: 36,785 shares; 2025Q2: 36,682 shares; 2025Q3: 36,567 shares; 2025Q4: 40,629 shares; 2026Q1: 40,100 shares 40,100 $22.9M 1.58% -529 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: 78,019 shares; 2024Q4: 77,506 shares; 2025Q1: 76,488 shares; 2025Q2: 75,396 shares; 2025Q3: 74,292 shares; 2025Q4: 74,287 shares; 2026Q1: 73,379 shares 73,379 $22.8M 1.57% -908 Timeline FFGX FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716,441 shares; 2025Q3: 687,931 shares; 2025Q4: 689,607 shares; 2026Q1: 694,766 shares 694,766 $21.2M 1.46% +5,159 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: 40,122 shares; 2024Q4: 39,333 shares; 2025Q1: 38,176 shares; 2025Q2: 32,210 shares; 2025Q3: 31,127 shares; 2025Q4: 30,915 shares; 2026Q1: 35,047 shares 35,047 $20.9M 1.44% +4,132 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,724 shares; 2024Q4: 89,279 shares; 2025Q1: 91,512 shares; 2025Q2: 91,802 shares; 2025Q3: 91,656 shares; 2025Q4: 89,408 shares; 2026Q1: 86,528 shares 86,528 $20.4M 1.41% -2,880 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: 71,060 shares; 2024Q4: 69,873 shares; 2025Q1: 68,837 shares; 2025Q2: 64,681 shares; 2025Q3: 63,619 shares; 2025Q4: 62,789 shares; 2026Q1: 62,705 shares 62,705 $19M 1.3% -84 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 336,671 shares; 2025Q2: 607,630 shares; 2025Q3: 957,046 shares; 2025Q4: 931,128 shares; 2026Q1: 711,322 shares 711,322 $17.6M 1.21% -219,806 Timeline FRDM 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: 180,660 shares; 2024Q4: 188,671 shares; 2025Q1: 192,706 shares; 2025Q2: 220,075 shares; 2025Q3: 267,947 shares; 2025Q4: 275,269 shares; 2026Q1: 313,143 shares 313,143 $17.1M 1.18% +37,874 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,507 shares; 2024Q4: 56,637 shares; 2025Q1: 81,468 shares; 2025Q2: 83,147 shares; 2025Q3: 82,486 shares; 2025Q4: 78,629 shares; 2026Q1: 78,939 shares 78,939 $15.7M 1.08% +310 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is 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: 501,007 shares 501,007 $15.1M 1.04% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,313 shares; 2024Q4: 92,937 shares; 2025Q1: 102,919 shares; 2025Q2: 104,987 shares; 2025Q3: 103,392 shares; 2025Q4: 98,967 shares; 2026Q1: 97,483 shares 97,483 $15.1M 1.04% -1,484 Timeline RAAX 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: 193,407 shares; 2026Q1: 363,123 shares 363,123 $14.8M 1.02% +169,716 Timeline AIS 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: 204,257 shares; 2025Q4: 204,729 shares; 2026Q1: 351,420 shares 351,420 $14.7M 1.01% +146,691 Timeline EMBX VANECK FDS More: the full row for VANECK FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 267,715 shares; 2026Q1: 285,790 shares 285,790 $14.3M 0.98% +18,075 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,929 shares; 2024Q4: 191,073 shares; 2025Q1: 192,458 shares; 2025Q2: 195,200 shares; 2025Q3: 196,845 shares; 2025Q4: 199,048 shares; 2026Q1: 198,226 shares 198,226 $13.9M 0.96% -822 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,172 shares; 2024Q4: 335,935 shares; 2025Q1: 298,045 shares; 2025Q2: 285,961 shares; 2025Q3: 274,368 shares; 2025Q4: 271,467 shares; 2026Q1: 258,734 shares 258,734 $13.7M 0.94% -12,733 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: not reported; 2025Q1: not reported; 2025Q2: 508,460 shares; 2025Q3: 491,177 shares; 2025Q4: 495,748 shares; 2026Q1: 505,227 shares 505,227 $12.9M 0.89% +9,479 Timeline WCMI 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: 797,749 shares; 2025Q3: 769,217 shares; 2025Q4: 770,908 shares; 2026Q1: 767,260 shares 767,260 $12.9M 0.88% -3,648 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: 142,279 shares; 2024Q4: 214,635 shares; 2025Q1: 238,630 shares; 2025Q2: 210,615 shares; 2025Q3: 207,877 shares; 2025Q4: 205,946 shares; 2026Q1: 223,533 shares 223,533 $11.8M 0.81% +17,587 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,908 shares; 2024Q4: 48,570 shares; 2025Q1: 47,518 shares; 2025Q2: 47,353 shares; 2025Q3: 46,650 shares; 2025Q4: 46,073 shares; 2026Q1: 44,152 shares 44,152 $10.3M 0.71% -1,921 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,534 shares; 2024Q4: 80,577 shares; 2025Q1: 80,021 shares; 2025Q2: 79,886 shares; 2025Q3: 78,819 shares; 2025Q4: 75,298 shares; 2026Q1: 75,348 shares 75,348 $10.2M 0.7% +50 Timeline HAP 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: 90,730 shares; 2026Q1: 130,627 shares 130,627 $9.47M 0.65% +39,897 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 192,721 shares 192,721 $8.91M 0.61% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,652 shares; 2024Q4: 62,790 shares; 2025Q1: 62,772 shares; 2025Q2: 61,821 shares; 2025Q3: 60,648 shares; 2025Q4: 56,680 shares; 2026Q1: 56,527 shares 56,527 $8.56M 0.59% -153 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: 27,567 shares; 2024Q4: 27,216 shares; 2025Q1: 28,286 shares; 2025Q2: 28,259 shares; 2025Q3: 28,020 shares; 2025Q4: 28,584 shares; 2026Q1: 29,446 shares 29,446 $8.45M 0.58% +862 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,091 shares; 2024Q4: 565,541 shares; 2025Q1: 253,816 shares; 2025Q2: 344,487 shares; 2025Q3: 355,080 shares; 2025Q4: 355,838 shares; 2026Q1: 99,246 shares 99,246 $8.39M 0.58% -256,592 Timeline PRIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,701 shares; 2025Q3: 15,555 shares; 2025Q4: 27,270 shares; 2026Q1: 330,905 shares 330,905 $8.35M 0.57% +303,635 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA 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: 710,791 shares 710,791 $8.32M 0.57% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305,709 shares; 2024Q4: 273,979 shares; 2025Q1: 269,130 shares; 2025Q2: 84,357 shares; 2025Q3: 83,054 shares; 2025Q4: 81,363 shares; 2026Q1: 80,248 shares 80,248 $7.76M 0.53% -1,115 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: 59,187 shares; 2024Q4: 58,283 shares; 2025Q1: 58,446 shares; 2025Q2: 58,881 shares; 2025Q3: 60,031 shares; 2025Q4: 60,143 shares; 2026Q1: 59,099 shares 59,099 $7.75M 0.53% -1,044 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,745 shares 228,745 $7.48M 0.51% new Timeline SCIO 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: 350,934 shares 350,934 $7.24M 0.5% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,279 shares; 2024Q4: 126,812 shares; 2025Q1: 123,108 shares; 2025Q2: 99,954 shares; 2025Q3: 95,583 shares; 2025Q4: 95,584 shares; 2026Q1: 77,062 shares 77,062 $7.14M 0.49% -18,522 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: 73,608 shares; 2024Q4: 73,493 shares; 2025Q1: 20,567 shares; 2025Q2: 19,648 shares; 2025Q3: 20,451 shares; 2025Q4: 23,549 shares; 2026Q1: 69,183 shares 69,183 $7.1M 0.49% +45,634 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,523 shares; 2024Q4: 78,750 shares; 2025Q1: 76,924 shares; 2025Q2: 95,247 shares; 2025Q3: 94,858 shares; 2025Q4: 94,281 shares; 2026Q1: 274,316 shares 274,316 $6.9M 0.47% +180,035 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: 36,119 shares; 2024Q4: 35,138 shares; 2025Q1: 35,366 shares; 2025Q2: 33,183 shares; 2025Q3: 32,698 shares; 2025Q4: 33,103 shares; 2026Q1: 33,985 shares 33,985 $6.67M 0.46% +882 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,828 shares; 2024Q4: 171,201 shares; 2025Q1: 173,114 shares; 2025Q2: 170,064 shares; 2025Q3: 170,064 shares; 2025Q4: 183,278 shares; 2026Q1: 176,322 shares 176,322 $6.25M 0.43% -6,956 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,593 shares; 2024Q4: 424,777 shares; 2025Q1: 431,714 shares; 2025Q2: 336,227 shares; 2025Q3: 323,481 shares; 2025Q4: 315,686 shares; 2026Q1: 244,728 shares 244,728 $6.13M 0.42% -70,958 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,020 shares; 2024Q4: 2,384 shares; 2025Q1: 2,416 shares; 2025Q2: 1,681 shares; 2025Q3: 1,637 shares; 2025Q4: 1,598 shares; 2026Q1: 32,050 shares 32,050 $5.98M 0.41% +30,452 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,339 shares; 2025Q2: 29,474 shares; 2025Q3: 29,791 shares; 2025Q4: 32,070 shares; 2026Q1: 32,940 shares 32,940 $5.35M 0.37% +870 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: 39,495 shares; 2024Q4: 38,321 shares; 2025Q1: 38,514 shares; 2025Q2: 39,252 shares; 2025Q3: 38,119 shares; 2025Q4: 33,350 shares; 2026Q1: 32,003 shares 32,003 $5.11M 0.35% -1,347 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,639 shares; 2024Q4: 26,544 shares; 2025Q1: 17,094 shares; 2025Q2: 26,145 shares; 2025Q3: 23,790 shares; 2025Q4: 23,549 shares; 2026Q1: 24,380 shares 24,380 $5.07M 0.35% +831 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: 70,255 shares; 2024Q4: 69,106 shares; 2025Q1: 68,968 shares; 2025Q2: 65,387 shares; 2025Q3: 63,201 shares; 2025Q4: 61,822 shares; 2026Q1: 61,822 shares 61,822 $4.73M 0.33% 0 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: 20,442 shares; 2024Q4: 20,872 shares; 2025Q1: 20,817 shares; 2025Q2: 20,511 shares; 2025Q3: 20,276 shares; 2025Q4: 16,771 shares; 2026Q1: 15,976 shares 15,976 $4.7M 0.32% -795 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: 759,155 shares; 2025Q3: 773,342 shares; 2025Q4: 820,995 shares; 2026Q1: 255,691 shares 255,691 $4.61M 0.32% -565,304 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: 120,533 shares; 2025Q1: 121,233 shares; 2025Q2: 116,717 shares; 2025Q3: 122,287 shares; 2025Q4: 99,004 shares; 2026Q1: 146,947 shares 146,947 $4.41M 0.3% +47,943 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 5,558 shares; 2025Q1: 4,553 shares; 2025Q2: 4,497 shares; 2025Q3: 4,791 shares; 2025Q4: 4,701 shares; 2026Q1: 4,681 shares 4,681 $4.31M 0.3% -20 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: 39,147 shares; 2024Q4: 37,399 shares; 2025Q1: 38,358 shares; 2025Q2: 35,675 shares; 2025Q3: 34,364 shares; 2025Q4: 23,231 shares; 2026Q1: 20,084 shares 20,084 $4.16M 0.29% -3,147 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: 51,002 shares; 2024Q4: 142,598 shares; 2025Q1: 142,598 shares; 2025Q2: 144,542 shares; 2025Q3: 145,346 shares; 2025Q4: 145,349 shares; 2026Q1: 145,173 shares 145,173 $3.72M 0.26% -176 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: 10,767 shares; 2024Q4: 11,625 shares; 2025Q1: 11,855 shares; 2025Q2: 11,630 shares; 2025Q3: 11,558 shares; 2025Q4: 11,521 shares; 2026Q1: 11,465 shares 11,465 $3.68M 0.25% -56 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: 10,621 shares; 2024Q4: 10,522 shares; 2025Q1: 10,862 shares; 2025Q2: 11,878 shares; 2025Q3: 11,820 shares; 2025Q4: 12,146 shares; 2026Q1: 12,139 shares 12,139 $3.63M 0.25% -7 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,623 shares; 2025Q4: 82,048 shares; 2026Q1: 97,358 shares 97,358 $3.63M 0.25% +15,310 Timeline LDRT 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: 140,961 shares 140,961 $3.56M 0.24% new 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: 36,584 shares; 2024Q4: 32,106 shares; 2025Q1: 27,996 shares; 2025Q2: 31,718 shares; 2025Q3: 31,721 shares; 2025Q4: 13,662 shares; 2026Q1: 11,445 shares 11,445 $3.54M 0.24% -2,217 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: 23,062 shares; 2024Q4: 34,458 shares; 2025Q1: 31,850 shares; 2025Q2: 31,524 shares; 2025Q3: 31,812 shares; 2025Q4: 31,369 shares; 2026Q1: 28,434 shares 28,434 $3.53M 0.24% -2,935 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: 84,999 shares; 2024Q4: 84,905 shares; 2025Q1: 82,636 shares; 2025Q2: 83,528 shares; 2025Q3: 82,188 shares; 2025Q4: 73,160 shares; 2026Q1: 71,648 shares 71,648 $3.49M 0.24% -1,512 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: 20,783 shares; 2025Q1: 20,969 shares; 2025Q2: 21,021 shares; 2025Q3: 20,943 shares; 2025Q4: 20,884 shares; 2026Q1: 16,327 shares 16,327 $3.49M 0.24% -4,557 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: 27,455 shares; 2024Q4: 26,859 shares; 2025Q1: 33,089 shares; 2025Q2: 34,834 shares; 2025Q3: 34,282 shares; 2025Q4: 35,165 shares; 2026Q1: 36,890 shares 36,890 $3.43M 0.24% +1,725 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: 12,865 shares; 2024Q4: 12,398 shares; 2025Q1: 11,918 shares; 2025Q2: 10,799 shares; 2025Q3: 10,468 shares; 2025Q4: 10,256 shares; 2026Q1: 9,649 shares 9,649 $3.31M 0.23% -607 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: 5,229 shares; 2024Q4: 5,030 shares; 2025Q1: 5,172 shares; 2025Q2: 5,127 shares; 2025Q3: 4,949 shares; 2025Q4: 3,060 shares; 2026Q1: 3,286 shares 3,286 $3.27M 0.22% +226 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: 4,928 shares; 2024Q4: 4,874 shares; 2025Q1: 5,191 shares; 2025Q2: 5,075 shares; 2025Q3: 5,171 shares; 2025Q4: 4,958 shares; 2026Q1: 5,027 shares 5,027 $3.27M 0.22% +69 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,539 shares; 2025Q1: 21,476 shares; 2025Q2: 20,512 shares; 2025Q3: 20,356 shares; 2025Q4: 21,445 shares; 2026Q1: 19,495 shares 19,495 $3.22M 0.22% -1,950 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,977 shares; 2024Q4: 60,831 shares; 2025Q1: 58,725 shares; 2025Q2: 58,017 shares; 2025Q3: 52,232 shares; 2025Q4: 52,197 shares; 2026Q1: 53,356 shares 53,356 $3.15M 0.22% +1,159 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: 21,955 shares; 2024Q4: 22,022 shares; 2025Q1: 23,179 shares; 2025Q2: 23,496 shares; 2025Q3: 20,542 shares; 2025Q4: 18,037 shares; 2026Q1: 16,970 shares 16,970 $2.88M 0.2% -1,067 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: 7,107 shares; 2024Q4: 7,080 shares; 2025Q1: 7,029 shares; 2025Q2: 6,920 shares; 2025Q3: 6,936 shares; 2025Q4: 6,607 shares; 2026Q1: 6,595 shares 6,595 $2.81M 0.19% -12 Timeline UCON 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: 283,759 shares; 2024Q4: 300,169 shares; 2025Q1: 304,542 shares; 2025Q2: 290,312 shares; 2025Q3: 280,709 shares; 2025Q4: 275,793 shares; 2026Q1: 110,419 shares 110,419 $2.74M 0.19% -165,374 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,119 shares; 2024Q4: 5,092 shares; 2025Q1: 4,811 shares; 2025Q2: 4,689 shares; 2025Q3: 4,650 shares; 2025Q4: 4,717 shares; 2026Q1: 4,729 shares 4,729 $2.66M 0.18% +12 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,588 shares; 2024Q4: 47,049 shares; 2025Q1: 39,440 shares; 2025Q2: 39,330 shares; 2025Q3: 38,086 shares; 2025Q4: 38,042 shares; 2026Q1: 37,752 shares 37,752 $2.58M 0.18% -290 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: 7,029 shares; 2024Q4: 7,046 shares; 2025Q1: 4,347 shares; 2025Q2: 6,875 shares; 2025Q3: 6,887 shares; 2025Q4: 7,894 shares; 2026Q1: 8,909 shares 8,909 $2.56M 0.18% +1,015 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: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 6,473 shares; 2025Q3: 6,488 shares; 2025Q4: 6,630 shares; 2026Q1: 6,630 shares 6,630 $2.54M 0.17% 0 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: 8,369 shares; 2024Q4: 8,604 shares; 2025Q1: 8,632 shares; 2025Q2: 8,631 shares; 2025Q3: 8,445 shares; 2025Q4: 8,406 shares; 2026Q1: 8,321 shares 8,321 $2.52M 0.17% -85 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,088 shares; 2024Q4: 77,037 shares; 2025Q1: 88,924 shares; 2025Q2: 85,867 shares; 2025Q3: 108,753 shares; 2025Q4: 134,878 shares; 2026Q1: 103,153 shares 103,153 $2.52M 0.17% -31,725 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: 19,323 shares; 2024Q4: 19,509 shares; 2025Q1: 19,507 shares; 2025Q2: 19,233 shares; 2025Q3: 18,735 shares; 2025Q4: 17,866 shares; 2026Q1: 17,162 shares 17,162 $2.48M 0.17% -704 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: 4,035 shares; 2024Q4: 4,297 shares; 2025Q1: 2,997 shares; 2025Q2: 6,102 shares; 2025Q3: 6,219 shares; 2025Q4: 8,319 shares; 2026Q1: 8,657 shares 8,657 $2.27M 0.16% +338 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: 12,654 shares; 2024Q4: 16,832 shares; 2025Q1: 16,010 shares; 2025Q2: 16,575 shares; 2025Q3: 18,641 shares; 2025Q4: 18,675 shares; 2026Q1: 17,570 shares 17,570 $2.18M 0.15% -1,105 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: 11,330 shares; 2024Q4: 11,512 shares; 2025Q1: 11,284 shares; 2025Q2: 10,979 shares; 2025Q3: 10,840 shares; 2025Q4: 6,765 shares; 2026Q1: 6,556 shares 6,556 $2.16M 0.15% -209 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: 52,693 shares; 2024Q4: 51,890 shares; 2025Q1: 52,083 shares; 2025Q2: 38,134 shares; 2025Q3: 39,033 shares; 2025Q4: 40,082 shares; 2026Q1: 37,927 shares 37,927 $2.15M 0.15% -2,155 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,312 shares; 2024Q4: 77,248 shares; 2025Q1: 72,120 shares; 2025Q2: 71,980 shares; 2025Q3: 71,980 shares; 2025Q4: 71,980 shares; 2026Q1: 72,061 shares 72,061 $2.1M 0.14% +81 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,872 shares; 2025Q1: 18,732 shares; 2025Q2: 17,577 shares; 2025Q3: 70,103 shares; 2025Q4: 69,723 shares; 2026Q1: 60,946 shares 60,946 $2.07M 0.14% -8,777 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: 26,295 shares; 2024Q4: 25,071 shares; 2025Q1: 24,941 shares; 2025Q2: 24,670 shares; 2025Q3: 24,290 shares; 2025Q4: 24,681 shares; 2026Q1: 24,685 shares 24,685 $2.02M 0.14% +4 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,785 shares; 2024Q4: 43,929 shares; 2025Q1: 43,932 shares; 2025Q2: 43,934 shares; 2025Q3: 43,937 shares; 2025Q4: 44,288 shares; 2026Q1: 44,153 shares 44,153 $1.97M 0.14% -135 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: 25,040 shares; 2024Q4: 25,291 shares; 2025Q1: 25,418 shares; 2025Q2: 25,622 shares; 2025Q3: 25,826 shares; 2025Q4: 26,100 shares; 2026Q1: 26,542 shares 26,542 $1.95M 0.13% +442 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,413 shares; 2025Q1: 34,049 shares; 2025Q2: 42,291 shares; 2025Q3: 42,198 shares; 2025Q4: 42,090 shares; 2026Q1: 38,869 shares 38,869 $1.93M 0.13% -3,221 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: 26,801 shares; 2024Q4: 23,052 shares; 2025Q1: 23,751 shares; 2025Q2: 23,865 shares; 2025Q3: 25,269 shares; 2025Q4: 25,166 shares; 2026Q1: 25,410 shares 25,410 $1.93M 0.13% +244 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,399 shares; 2024Q4: 38,894 shares; 2025Q1: 37,389 shares; 2025Q2: 37,885 shares; 2025Q3: 4,877 shares; 2025Q4: 4,877 shares; 2026Q1: 36,693 shares 36,693 $1.92M 0.13% +31,816 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,477 shares; 2024Q4: 3,300 shares; 2025Q1: 27,462 shares; 2025Q2: not reported; 2025Q3: 24,913 shares; 2025Q4: 24,685 shares; 2026Q1: 26,740 shares 26,740 $1.88M 0.13% +2,055 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: 21,705 shares; 2024Q4: 66,036 shares; 2025Q1: 62,850 shares; 2025Q2: 60,276 shares; 2025Q3: 60,001 shares; 2025Q4: 60,022 shares; 2026Q1: 59,900 shares 59,900 $1.85M 0.13% -122 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: 4,442 shares; 2024Q4: 4,292 shares; 2025Q1: 3,766 shares; 2025Q2: 3,898 shares; 2025Q3: 3,868 shares; 2025Q4: 3,550 shares; 2026Q1: 3,176 shares 3,176 $1.83M 0.13% -374 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: 21,926 shares; 2024Q4: 22,921 shares; 2025Q1: 20,892 shares; 2025Q2: 20,169 shares; 2025Q3: 22,743 shares; 2025Q4: 15,048 shares; 2026Q1: 15,089 shares 15,089 $1.82M 0.12% +41 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,737 shares; 2025Q4: 27,745 shares; 2026Q1: 30,951 shares 30,951 $1.78M 0.12% +3,206 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,106 shares; 2024Q4: 10,703 shares; 2025Q1: 11,074 shares; 2025Q2: 11,109 shares; 2025Q3: 11,085 shares; 2025Q4: 8,261 shares; 2026Q1: 8,027 shares 8,027 $1.75M 0.12% -234 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,000 shares; 2024Q4: 65,000 shares; 2025Q1: 65,016 shares; 2025Q2: 65,000 shares; 2025Q3: 65,000 shares; 2025Q4: 65,000 shares; 2026Q1: 65,000 shares 65,000 $1.72M 0.12% 0 Timeline EBC EASTERN BANKSHARES INC More: the full row for EASTERN BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,880 shares; 2024Q4: 99,811 shares; 2025Q1: 94,258 shares; 2025Q2: 94,779 shares; 2025Q3: 95,227 shares; 2025Q4: 92,605 shares; 2026Q1: 86,966 shares 86,966 $1.7M 0.12% -5,639 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: 8,950 shares; 2024Q4: 9,224 shares; 2025Q1: 9,253 shares; 2025Q2: 9,224 shares; 2025Q3: 8,567 shares; 2025Q4: 8,157 shares; 2026Q1: 6,863 shares 6,863 $1.66M 0.11% -1,294 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,557 shares; 2025Q3: 20,668 shares; 2025Q4: 20,655 shares; 2026Q1: 24,380 shares 24,380 $1.66M 0.11% +3,725 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,272 shares; 2024Q4: 23,838 shares; 2025Q1: 24,224 shares; 2025Q2: 22,508 shares; 2025Q3: 18,096 shares; 2025Q4: 18,054 shares; 2026Q1: 19,169 shares 19,169 $1.66M 0.11% +1,115 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,332 shares; 2024Q4: 62,696 shares; 2025Q1: 61,425 shares; 2025Q2: 63,141 shares; 2025Q3: 53,154 shares; 2025Q4: 53,301 shares; 2026Q1: 60,958 shares 60,958 $1.64M 0.11% +7,657 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,357 shares; 2024Q4: 41,877 shares; 2025Q1: 38,843 shares; 2025Q2: 40,249 shares; 2025Q3: 36,302 shares; 2025Q4: 36,254 shares; 2026Q1: 32,519 shares 32,519 $1.62M 0.11% -3,735 Timeline NLR 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: 11,985 shares; 2026Q1: 12,065 shares 12,065 $1.61M 0.11% +80 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: 8,518 shares; 2024Q4: 9,938 shares; 2025Q1: 10,702 shares; 2025Q2: 11,002 shares; 2025Q3: 12,485 shares; 2025Q4: 12,594 shares; 2026Q1: 12,410 shares 12,410 $1.6M 0.11% -184 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: 11,417 shares; 2024Q4: 11,660 shares; 2025Q1: 11,235 shares; 2025Q2: 10,635 shares; 2025Q3: 10,624 shares; 2025Q4: 8,761 shares; 2026Q1: 8,217 shares 8,217 $1.59M 0.11% -544 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: 2,886 shares; 2024Q4: 2,984 shares; 2025Q1: 3,233 shares; 2025Q2: 3,789 shares; 2025Q3: 3,757 shares; 2025Q4: 3,536 shares; 2026Q1: 3,118 shares 3,118 $1.56M 0.11% -418 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: 11,101 shares; 2024Q4: 11,441 shares; 2025Q1: 11,684 shares; 2025Q2: 11,389 shares; 2025Q3: 11,289 shares; 2025Q4: 11,092 shares; 2026Q1: 10,385 shares 10,385 $1.53M 0.1% -707 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: 2,888 shares; 2024Q4: 3,316 shares; 2025Q1: 4,047 shares; 2025Q2: 3,710 shares; 2025Q3: 3,863 shares; 2025Q4: 3,981 shares; 2026Q1: 4,073 shares 4,073 $1.51M 0.1% +92 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: 20,631 shares; 2024Q4: 19,847 shares; 2025Q1: 17,741 shares; 2025Q2: 17,448 shares; 2025Q3: 18,205 shares; 2025Q4: 18,206 shares; 2026Q1: 19,031 shares 19,031 $1.51M 0.1% +825 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 2,021 shares; 2025Q1: 2,246 shares; 2025Q2: 2,159 shares; 2025Q3: 2,716 shares; 2025Q4: 2,065 shares; 2026Q1: 3,067 shares 3,067 $1.51M 0.1% +1,002 Timeline OUSA 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: 29,337 shares; 2024Q4: 28,341 shares; 2025Q1: 27,507 shares; 2025Q2: 27,421 shares; 2025Q3: 27,250 shares; 2025Q4: 27,173 shares; 2026Q1: 26,822 shares 26,822 $1.49M 0.1% -351 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,090 shares; 2024Q4: 22,515 shares; 2025Q1: 18,796 shares; 2025Q2: 15,383 shares; 2025Q3: 15,212 shares; 2025Q4: 14,551 shares; 2026Q1: 13,919 shares 13,919 $1.48M 0.1% -632 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: 6,485 shares; 2024Q4: 6,387 shares; 2025Q1: 5,169 shares; 2025Q2: 5,367 shares; 2025Q3: 6,916 shares; 2025Q4: 7,195 shares; 2026Q1: 7,216 shares 7,216 $1.47M 0.1% +21 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 32,150 shares; 2025Q1: 33,515 shares; 2025Q2: 32,959 shares; 2025Q3: 33,870 shares; 2025Q4: 29,816 shares; 2026Q1: 29,289 shares 29,289 $1.46M 0.1% -527 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,257 shares; 2024Q4: 4,421 shares; 2025Q1: 4,278 shares; 2025Q2: 4,205 shares; 2025Q3: 4,208 shares; 2025Q4: 4,260 shares; 2026Q1: 4,159 shares 4,159 $1.46M 0.1% -101 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,185 shares; 2024Q4: 5,185 shares; 2025Q1: 5,185 shares; 2025Q2: 5,185 shares; 2025Q3: 5,186 shares; 2025Q4: 4,193 shares; 2026Q1: 3,693 shares 3,693 $1.46M 0.1% -500 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: 2,544 shares; 2024Q4: 2,517 shares; 2025Q1: 2,497 shares; 2025Q2: 2,417 shares; 2025Q3: 2,361 shares; 2025Q4: 2,361 shares; 2026Q1: 2,318 shares 2,318 $1.43M 0.1% -43 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: 10,103 shares; 2024Q4: 10,124 shares; 2025Q1: 9,583 shares; 2025Q2: 9,526 shares; 2025Q3: 9,529 shares; 2025Q4: 9,367 shares; 2026Q1: 8,684 shares 8,684 $1.43M 0.1% -683 Timeline IBDT 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: 55,731 shares; 2025Q4: 52,574 shares; 2026Q1: 56,111 shares 56,111 $1.42M 0.1% +3,537 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,444 shares; 2024Q4: 9,431 shares; 2025Q1: 9,376 shares; 2025Q2: 8,969 shares; 2025Q3: 8,694 shares; 2025Q4: 8,307 shares; 2026Q1: 8,397 shares 8,397 $1.42M 0.1% +90 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: 2,544 shares; 2024Q4: 2,547 shares; 2025Q1: 2,717 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,817 shares; 2026Q1: 3,044 shares 3,044 $1.41M 0.1% +227 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,156 shares; 2024Q4: 9,726 shares; 2025Q1: 9,036 shares; 2025Q2: 9,001 shares; 2025Q3: 9,556 shares; 2025Q4: 9,739 shares; 2026Q1: 8,440 shares 8,440 $1.37M 0.09% -1,299 Timeline GBUG SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,042 shares; 2025Q4: 30,038 shares; 2026Q1: 29,978 shares 29,978 $1.36M 0.09% -60 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: 25,971 shares; 2024Q4: 23,186 shares; 2025Q1: 19,328 shares; 2025Q2: 19,550 shares; 2025Q3: 20,011 shares; 2025Q4: 19,189 shares; 2026Q1: 20,931 shares 20,931 $1.34M 0.09% +1,742 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: 1,737 shares; 2024Q4: 1,979 shares; 2025Q1: 1,952 shares; 2025Q2: 1,975 shares; 2025Q3: 1,925 shares; 2025Q4: 1,934 shares; 2026Q1: 1,882 shares 1,882 $1.33M 0.09% -52 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,654 shares; 2024Q4: 15,654 shares; 2025Q1: 34,817 shares; 2025Q2: 33,556 shares; 2025Q3: 32,520 shares; 2025Q4: 32,685 shares; 2026Q1: 32,020 shares 32,020 $1.28M 0.09% -665 Timeline ITM 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: 33,987 shares; 2024Q4: 33,552 shares; 2025Q1: 27,759 shares; 2025Q2: 27,214 shares; 2025Q3: 27,214 shares; 2025Q4: 27,214 shares; 2026Q1: 27,214 shares 27,214 $1.26M 0.09% 0 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: 8,677 shares; 2024Q4: 8,696 shares; 2025Q1: 8,537 shares; 2025Q2: 8,077 shares; 2025Q3: 7,702 shares; 2025Q4: 6,482 shares; 2026Q1: 5,575 shares 5,575 $1.26M 0.09% -907 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,983 shares; 2024Q4: 25,755 shares; 2025Q1: 24,863 shares; 2025Q2: 25,019 shares; 2025Q3: 26,202 shares; 2025Q4: 26,394 shares; 2026Q1: 27,496 shares 27,496 $1.26M 0.09% +1,102 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,200 shares; 2024Q4: 2,640 shares; 2025Q1: 3,294 shares; 2025Q2: 3,509 shares; 2025Q3: 3,499 shares; 2025Q4: 2,902 shares; 2026Q1: 2,887 shares 2,887 $1.24M 0.09% -15 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,837 shares; 2025Q1: 3,263 shares; 2025Q2: 3,210 shares; 2025Q3: 3,812 shares; 2025Q4: 3,789 shares; 2026Q1: 3,744 shares 3,744 $1.23M 0.08% -45 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: 24,106 shares; 2024Q4: 21,439 shares; 2025Q1: 19,810 shares; 2025Q2: 15,677 shares; 2025Q3: 15,308 shares; 2025Q4: 14,025 shares; 2026Q1: 12,739 shares 12,739 $1.23M 0.08% -1,286 Timeline IBDR 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: 49,682 shares 49,682 $1.2M 0.08% new Timeline IBDS 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: 49,557 shares 49,557 $1.2M 0.08% new Timeline IBDU 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: 51,362 shares 51,362 $1.19M 0.08% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,646 shares; 2026Q1: 30,828 shares 30,828 $1.18M 0.08% -818 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,128 shares; 2025Q1: 16,250 shares; 2025Q2: 18,725 shares; 2025Q3: 20,530 shares; 2025Q4: 5,698 shares; 2026Q1: 5,838 shares 5,838 $1.16M 0.08% +140 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,485 shares; 2024Q4: 16,435 shares; 2025Q1: 16,453 shares; 2025Q2: 16,250 shares; 2025Q3: 15,970 shares; 2025Q4: 14,436 shares; 2026Q1: 12,895 shares 12,895 $1.14M 0.08% -1,541 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,765 shares; 2024Q4: 16,765 shares; 2025Q1: 16,765 shares; 2025Q2: 16,606 shares; 2025Q3: 16,503 shares; 2025Q4: 15,908 shares; 2026Q1: 15,747 shares 15,747 $1.13M 0.08% -161 Timeline SMOT 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: 31,325 shares; 2024Q4: 32,162 shares; 2025Q1: 33,196 shares; 2025Q2: 31,980 shares; 2025Q3: 31,866 shares; 2025Q4: 31,866 shares; 2026Q1: 31,828 shares 31,828 $1.12M 0.08% -38 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: 3,825 shares; 2024Q4: 3,848 shares; 2025Q1: 3,648 shares; 2025Q2: 3,507 shares; 2025Q3: 3,339 shares; 2025Q4: 9,381 shares; 2026Q1: 8,312 shares 8,312 $1.1M 0.08% -1,069 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: 23,774 shares; 2024Q4: 21,678 shares; 2025Q1: 21,411 shares; 2025Q2: 20,437 shares; 2025Q3: 29,235 shares; 2025Q4: 22,296 shares; 2026Q1: 18,692 shares 18,692 $1.09M 0.08% -3,604 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: 18,874 shares; 2024Q4: 21,375 shares; 2025Q1: 14,812 shares; 2025Q2: 15,384 shares; 2025Q3: 13,308 shares; 2025Q4: 25,874 shares; 2026Q1: 21,496 shares 21,496 $1.09M 0.07% -4,378 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: 11,732 shares; 2024Q4: 33,986 shares; 2025Q1: 33,829 shares; 2025Q2: 33,580 shares; 2025Q3: 33,092 shares; 2025Q4: 33,108 shares; 2026Q1: 34,949 shares 34,949 $1.07M 0.07% +1,841 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: 5,005 shares; 2024Q4: 4,952 shares; 2025Q1: 4,958 shares; 2025Q2: 4,922 shares; 2025Q3: 4,964 shares; 2025Q4: 4,971 shares; 2026Q1: 4,977 shares 4,977 $1.06M 0.07% +6 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,202 shares; 2024Q4: 5,911 shares; 2025Q1: 5,932 shares; 2025Q2: 5,647 shares; 2025Q3: 5,298 shares; 2025Q4: 5,278 shares; 2026Q1: 5,380 shares 5,380 $1.04M 0.07% +102 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,858 shares; 2024Q4: 28,843 shares; 2025Q1: 27,533 shares; 2025Q2: 9,519 shares; 2025Q3: 9,221 shares; 2025Q4: 9,257 shares; 2026Q1: 9,348 shares 9,348 $1.04M 0.07% +91 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: 47,347 shares; 2024Q4: 34,977 shares; 2025Q1: 30,652 shares; 2025Q2: 29,972 shares; 2025Q3: 29,972 shares; 2025Q4: 15,962 shares; 2026Q1: 15,193 shares 15,193 $1.04M 0.07% -769 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: 7,116 shares; 2024Q4: 6,340 shares; 2025Q1: 6,160 shares; 2025Q2: 5,996 shares; 2025Q3: 5,513 shares; 2025Q4: 7,209 shares; 2026Q1: 6,839 shares 6,839 $1M 0.07% -370 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: 13,627 shares; 2024Q4: 13,537 shares; 2025Q1: 13,782 shares; 2025Q2: 13,782 shares; 2025Q3: 13,782 shares; 2025Q4: 12,512 shares; 2026Q1: 10,195 shares 10,195 $990K 0.07% -2,317 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 7,869 shares; 2025Q1: 7,610 shares; 2025Q2: 7,213 shares; 2025Q3: 6,740 shares; 2025Q4: 6,602 shares; 2026Q1: 6,603 shares 6,603 $978K 0.07% +1 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,291 shares; 2024Q4: 15,953 shares; 2025Q1: 16,472 shares; 2025Q2: 15,995 shares; 2025Q3: 16,459 shares; 2025Q4: 16,673 shares; 2026Q1: 17,748 shares 17,748 $975K 0.07% +1,075 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,243 shares; 2024Q4: 4,351 shares; 2025Q1: 4,353 shares; 2025Q2: 4,053 shares; 2025Q3: 4,054 shares; 2025Q4: 4,057 shares; 2026Q1: 4,117 shares 4,117 $973K 0.07% +60 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,208 shares; 2024Q4: 15,223 shares; 2025Q1: 15,100 shares; 2025Q2: 14,596 shares; 2025Q3: 14,731 shares; 2025Q4: 14,592 shares; 2026Q1: 18,452 shares 18,452 $970K 0.07% +3,860 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,235 shares; 2024Q4: 33,543 shares; 2025Q1: 31,674 shares; 2025Q2: 31,462 shares; 2025Q3: 31,387 shares; 2025Q4: 31,302 shares; 2026Q1: 31,302 shares 31,302 $955K 0.07% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,924 shares; 2024Q4: 13,738 shares; 2025Q1: 13,724 shares; 2025Q2: 13,724 shares; 2025Q3: 10,520 shares; 2025Q4: 10,520 shares; 2026Q1: 9,800 shares 9,800 $953K 0.07% -720 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: 1,764 shares; 2024Q4: 1,775 shares; 2025Q1: 2,110 shares; 2025Q2: 2,136 shares; 2025Q3: 1,937 shares; 2025Q4: 1,401 shares; 2026Q1: 1,564 shares 1,564 $945K 0.06% +163 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,488 shares; 2024Q4: 8,488 shares; 2025Q1: 8,488 shares; 2025Q2: 8,488 shares; 2025Q3: 8,488 shares; 2025Q4: 8,488 shares; 2026Q1: 8,488 shares 8,488 $931K 0.06% 0 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,886 shares; 2024Q4: 5,326 shares; 2025Q1: 5,326 shares; 2025Q2: 6,672 shares; 2025Q3: 6,888 shares; 2025Q4: 6,888 shares; 2026Q1: 6,818 shares 6,818 $918K 0.06% -70 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 3,239 shares; 2025Q1: 3,606 shares; 2025Q2: 3,751 shares; 2025Q3: 4,309 shares; 2025Q4: 4,279 shares; 2026Q1: 4,462 shares 4,462 $907K 0.06% +183 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,920 shares; 2024Q4: 4,067 shares; 2025Q1: 4,094 shares; 2025Q2: 3,644 shares; 2025Q3: 3,508 shares; 2025Q4: 3,394 shares; 2026Q1: 3,699 shares 3,699 $898K 0.06% +305 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 8,465 shares; 2025Q1: 10,227 shares; 2025Q2: 21,280 shares; 2025Q3: 27,020 shares; 2025Q4: 20,344 shares; 2026Q1: 19,337 shares 19,337 $897K 0.06% -1,007 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: 930 shares; 2024Q4: 939 shares; 2025Q1: 950 shares; 2025Q2: 955 shares; 2025Q3: 956 shares; 2025Q4: 958 shares; 2026Q1: 985 shares 985 $882K 0.06% +27 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 579 shares; 2025Q1: 522 shares; 2025Q2: 576 shares; 2025Q3: 600 shares; 2025Q4: 616 shares; 2026Q1: 657 shares 657 $867K 0.06% +41 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,257 shares; 2024Q4: 9,254 shares; 2025Q1: 9,314 shares; 2025Q2: 9,383 shares; 2025Q3: 9,383 shares; 2025Q4: 9,365 shares; 2026Q1: 9,373 shares 9,373 $867K 0.06% +8 Timeline PAVE 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: 16,733 shares; 2024Q4: 20,802 shares; 2025Q1: 20,814 shares; 2025Q2: 17,032 shares; 2025Q3: 17,043 shares; 2025Q4: 16,769 shares; 2026Q1: 16,949 shares 16,949 $861K 0.06% +180 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: 16,824 shares; 2024Q4: 16,136 shares; 2025Q1: 14,467 shares; 2025Q2: 13,900 shares; 2025Q3: 13,599 shares; 2025Q4: 11,398 shares; 2026Q1: 11,271 shares 11,271 $846K 0.06% -127 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: 9,618 shares; 2024Q4: 9,650 shares; 2025Q1: 9,679 shares; 2025Q2: 9,533 shares; 2025Q3: 8,518 shares; 2025Q4: 8,685 shares; 2026Q1: 8,705 shares 8,705 $840K 0.06% +20 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: 17,068 shares; 2024Q4: 17,068 shares; 2025Q1: 19,687 shares; 2025Q2: 50,170 shares; 2025Q3: 44,827 shares; 2025Q4: 44,586 shares; 2026Q1: 16,917 shares 16,917 $835K 0.06% -27,669 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 2,958 shares; 2025Q1: 3,411 shares; 2025Q2: 3,442 shares; 2025Q3: 4,445 shares; 2025Q4: 4,466 shares; 2026Q1: 4,360 shares 4,360 $827K 0.06% -106 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: not reported; 2024Q4: 1,677 shares; 2025Q1: 2,138 shares; 2025Q2: 2,242 shares; 2025Q3: 3,176 shares; 2025Q4: 3,158 shares; 2026Q1: 3,168 shares 3,168 $825K 0.06% +10 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: 10,418 shares; 2024Q4: 10,591 shares; 2025Q1: 10,812 shares; 2025Q2: 10,679 shares; 2025Q3: 9,659 shares; 2025Q4: 10,918 shares; 2026Q1: 10,560 shares 10,560 $819K 0.06% -358 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: 3,545 shares; 2024Q4: 2,733 shares; 2025Q1: 2,632 shares; 2025Q2: 2,495 shares; 2025Q3: 2,485 shares; 2025Q4: 2,474 shares; 2026Q1: 2,441 shares 2,441 $802K 0.06% -33 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,263 shares; 2024Q4: 8,149 shares; 2025Q1: 8,149 shares; 2025Q2: 8,071 shares; 2025Q3: 8,071 shares; 2025Q4: 8,166 shares; 2026Q1: 8,166 shares 8,166 $794K 0.05% 0 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: 2,805 shares; 2024Q4: 2,957 shares; 2025Q1: 2,902 shares; 2025Q2: 2,966 shares; 2025Q3: 2,949 shares; 2025Q4: 2,644 shares; 2026Q1: 2,767 shares 2,767 $785K 0.05% +123 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,087 shares; 2025Q1: 4,014 shares; 2025Q2: 3,916 shares; 2025Q3: 5,926 shares; 2025Q4: 5,451 shares; 2026Q1: 5,452 shares 5,452 $781K 0.05% +1 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: 11,665 shares; 2025Q2: 11,665 shares; 2025Q3: 11,665 shares; 2025Q4: 16,779 shares; 2026Q1: 16,779 shares 16,779 $773K 0.05% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,797 shares; 2025Q1: 3,797 shares; 2025Q2: 3,797 shares; 2025Q3: 3,771 shares; 2025Q4: 3,749 shares; 2026Q1: 3,719 shares 3,719 $765K 0.05% -30 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: 2,020 shares; 2024Q4: 2,022 shares; 2025Q1: 2,043 shares; 2025Q2: 2,001 shares; 2025Q3: 1,768 shares; 2025Q4: 1,780 shares; 2026Q1: 1,719 shares 1,719 $731K 0.05% -61 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: 4,034 shares; 2024Q4: 4,125 shares; 2025Q1: 3,331 shares; 2025Q2: 3,226 shares; 2025Q3: 3,152 shares; 2025Q4: 3,153 shares; 2026Q1: 3,155 shares 3,155 $725K 0.05% +2 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,997 shares; 2024Q4: 6,867 shares; 2025Q1: 6,867 shares; 2025Q2: 6,868 shares; 2025Q3: 6,858 shares; 2025Q4: 6,860 shares; 2026Q1: 6,822 shares 6,822 $723K 0.05% -38 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: 16,425 shares; 2024Q4: 17,025 shares; 2025Q1: 17,025 shares; 2025Q2: 16,175 shares; 2025Q3: 16,175 shares; 2025Q4: 16,175 shares; 2026Q1: 16,175 shares 16,175 $722K 0.05% 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: 24,309 shares; 2024Q4: 23,313 shares; 2025Q1: 20,468 shares; 2025Q2: 16,883 shares; 2025Q3: 17,194 shares; 2025Q4: 17,652 shares; 2026Q1: 16,292 shares 16,292 $719K 0.05% -1,360 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.05% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,540 shares; 2025Q1: 3,512 shares; 2025Q2: 3,080 shares; 2025Q3: 4,388 shares; 2025Q4: 4,474 shares; 2026Q1: 4,456 shares 4,456 $701K 0.05% -18 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,820 shares; 2025Q1: 1,820 shares; 2025Q2: 1,783 shares; 2025Q3: 1,779 shares; 2025Q4: 1,839 shares; 2026Q1: 1,900 shares 1,900 $698K 0.05% +61 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 958 shares; 2025Q1: 1,329 shares; 2025Q2: 1,434 shares; 2025Q3: 2,144 shares; 2025Q4: 2,148 shares; 2026Q1: 2,151 shares 2,151 $690K 0.05% +3 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: 912 shares; 2025Q1: 889 shares; 2025Q2: 735 shares; 2025Q3: 731 shares; 2025Q4: 730 shares; 2026Q1: 776 shares 776 $677K 0.05% +46 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,823 shares; 2024Q4: 8,123 shares; 2025Q1: 8,123 shares; 2025Q2: 7,723 shares; 2025Q3: 7,723 shares; 2025Q4: 7,723 shares; 2026Q1: 7,760 shares 7,760 $659K 0.05% +37 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,195 shares; 2024Q4: 5,108 shares; 2025Q1: 5,402 shares; 2025Q2: 5,470 shares; 2025Q3: 4,602 shares; 2025Q4: 4,562 shares; 2026Q1: 4,486 shares 4,486 $655K 0.04% -76 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 828 shares; 2025Q1: 901 shares; 2025Q2: 989 shares; 2025Q3: 1,534 shares; 2025Q4: 1,503 shares; 2026Q1: 1,494 shares 1,494 $648K 0.04% -9 Timeline EIS 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: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,550 shares 5,550 $644K 0.04% 0 Timeline POW 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: 13,723 shares; 2026Q1: 26,547 shares 26,547 $644K 0.04% +12,824 Timeline ARWR ARROWHEAD PHARMACEUTICALS IN More: the full row for ARROWHEAD PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,175 shares; 2024Q4: 10,075 shares; 2025Q1: 10,075 shares; 2025Q2: 10,243 shares; 2025Q3: 10,323 shares; 2025Q4: 10,388 shares; 2026Q1: 10,240 shares 10,240 $642K 0.04% -148 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,230 shares; 2024Q4: 6,075 shares; 2025Q1: 7,041 shares; 2025Q2: 7,034 shares; 2025Q3: 7,013 shares; 2025Q4: 7,004 shares; 2026Q1: 6,649 shares 6,649 $641K 0.04% -355 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 1,130 shares; 2025Q1: 1,338 shares; 2025Q2: 1,391 shares; 2025Q3: 1,803 shares; 2025Q4: 1,784 shares; 2026Q1: 1,807 shares 1,807 $639K 0.04% +23 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: 4,868 shares; 2025Q1: 6,202 shares; 2025Q2: 6,577 shares; 2025Q3: 9,020 shares; 2025Q4: 5,113 shares; 2026Q1: 4,910 shares 4,910 $620K 0.04% -203 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,291 shares; 2026Q1: 1,582 shares 1,582 $614K 0.04% +291 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT 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: 6,916 shares; 2025Q3: 7,652 shares; 2025Q4: 7,913 shares; 2026Q1: 8,113 shares 8,113 $612K 0.04% +200 Timeline QLTA 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: 12,863 shares; 2024Q4: 12,863 shares; 2025Q1: 13,175 shares; 2025Q2: 12,842 shares; 2025Q3: 12,842 shares; 2025Q4: 12,842 shares; 2026Q1: 12,842 shares 12,842 $611K 0.04% 0 Timeline VICR VICOR CORP More: the full row for VICOR 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: 3,787 shares; 2026Q1: 3,765 shares 3,765 $606K 0.04% -22 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: 12,879 shares; 2024Q4: 12,752 shares; 2025Q1: 11,572 shares; 2025Q2: 9,730 shares; 2025Q3: 9,523 shares; 2025Q4: 9,032 shares; 2026Q1: 8,235 shares 8,235 $602K 0.04% -797 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,379 shares; 2025Q4: 1,563 shares; 2026Q1: 1,749 shares 1,749 $591K 0.04% +186 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,179 shares; 2024Q4: 13,098 shares; 2025Q1: 13,120 shares; 2025Q2: 13,123 shares; 2025Q3: 13,125 shares; 2025Q4: 13,127 shares; 2026Q1: 13,129 shares 13,129 $573K 0.04% +2 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: 4,801 shares; 2024Q4: 4,679 shares; 2025Q1: 4,679 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 3,678 shares; 2026Q1: 3,678 shares 3,678 $571K 0.04% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,226 shares; 2024Q4: 4,126 shares; 2025Q1: 4,031 shares; 2025Q2: 3,858 shares; 2025Q3: 3,391 shares; 2025Q4: 2,175 shares; 2026Q1: 2,082 shares 2,082 $563K 0.04% -93 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: 10,348 shares; 2024Q4: 22,925 shares; 2025Q1: 19,891 shares; 2025Q2: 18,718 shares; 2025Q3: 19,238 shares; 2025Q4: 19,243 shares; 2026Q1: 19,245 shares 19,245 $560K 0.04% +2 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 961 shares; 2024Q4: 1,788 shares; 2025Q1: 2,211 shares; 2025Q2: 2,268 shares; 2025Q3: 3,108 shares; 2025Q4: 2,900 shares; 2026Q1: 2,814 shares 2,814 $558K 0.04% -86 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,385 shares; 2024Q4: 5,385 shares; 2025Q1: 5,385 shares; 2025Q2: 5,385 shares; 2025Q3: 5,385 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares 5,385 $551K 0.04% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,977 shares; 2025Q1: 3,660 shares; 2025Q2: 3,865 shares; 2025Q3: 6,044 shares; 2025Q4: 5,884 shares; 2026Q1: 5,891 shares 5,891 $550K 0.04% +7 Timeline SIOO 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: not reported; 2026Q1: 29,370 shares 29,370 $545K 0.04% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,158 shares; 2024Q4: 4,123 shares; 2025Q1: 4,123 shares; 2025Q2: 4,123 shares; 2025Q3: 4,123 shares; 2025Q4: 4,080 shares; 2026Q1: 4,066 shares 4,066 $539K 0.04% -14 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 1,423 shares; 2025Q4: 1,772 shares; 2026Q1: 2,264 shares 2,264 $538K 0.04% +492 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: 750 shares; 2024Q4: 973 shares; 2025Q1: 788 shares; 2025Q2: 786 shares; 2025Q3: 709 shares; 2025Q4: 635 shares; 2026Q1: 635 shares 635 $537K 0.04% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,165 shares; 2024Q4: 12,483 shares; 2025Q1: 13,091 shares; 2025Q2: 13,323 shares; 2025Q3: 11,243 shares; 2025Q4: 11,724 shares; 2026Q1: 9,844 shares 9,844 $529K 0.04% -1,880 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11,723 shares; 2025Q1: 11,500 shares; 2025Q2: 10,657 shares; 2025Q3: 8,987 shares; 2025Q4: 9,093 shares; 2026Q1: 8,702 shares 8,702 $528K 0.04% -391 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: not reported; 2025Q1: 9,668 shares; 2025Q2: 10,026 shares; 2025Q3: 13,070 shares; 2025Q4: 13,063 shares; 2026Q1: 9,962 shares 9,962 $524K 0.04% -3,101 Timeline XBI 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: 3,472 shares; 2024Q4: 3,508 shares; 2025Q1: 3,508 shares; 2025Q2: 3,308 shares; 2025Q3: 3,308 shares; 2025Q4: 4,327 shares; 2026Q1: 4,098 shares 4,098 $523K 0.04% -229 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,128 shares; 2024Q4: 17,675 shares; 2025Q1: 17,400 shares; 2025Q2: 18,126 shares; 2025Q3: 18,013 shares; 2025Q4: 17,649 shares; 2026Q1: 17,669 shares 17,669 $507K 0.03% +20 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: 438 shares; 2024Q4: 1,011 shares; 2025Q1: 529 shares; 2025Q2: 500 shares; 2025Q3: 1,016 shares; 2025Q4: 986 shares; 2026Q1: 1,021 shares 1,021 $506K 0.03% +35 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,248 shares; 2024Q4: 5,286 shares; 2025Q1: 5,307 shares; 2025Q2: 5,348 shares; 2025Q3: 5,389 shares; 2025Q4: 5,620 shares; 2026Q1: 5,430 shares 5,430 $505K 0.03% -190 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: 4,452 shares; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,510 shares; 2025Q3: 4,510 shares; 2025Q4: 4,452 shares; 2026Q1: 4,452 shares 4,452 $504K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 391 shares; 2025Q1: 409 shares; 2025Q2: 450 shares; 2025Q3: 498 shares; 2025Q4: 5,298 shares; 2026Q1: 5,230 shares 5,230 $503K 0.03% -68 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: 6,055 shares; 2024Q4: 39,151 shares; 2025Q1: 5,356 shares; 2025Q2: 5,331 shares; 2025Q3: 5,000 shares; 2025Q4: 6,066 shares; 2026Q1: 8,153 shares 8,153 $499K 0.03% +2,087 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,560 shares; 2025Q2: 1,895 shares; 2025Q3: 1,970 shares; 2025Q4: 2,070 shares; 2026Q1: 2,265 shares 2,265 $496K 0.03% +195 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,008 shares; 2024Q4: 7,008 shares; 2025Q1: 7,008 shares; 2025Q2: 7,285 shares; 2025Q3: 7,285 shares; 2025Q4: 5,385 shares; 2026Q1: 4,643 shares 4,643 $494K 0.03% -742 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,407 shares; 2024Q4: 6,292 shares; 2025Q1: 6,292 shares; 2025Q2: 6,292 shares; 2025Q3: 6,292 shares; 2025Q4: 6,292 shares; 2026Q1: 6,292 shares 6,292 $494K 0.03% 0 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,959 shares; 2024Q4: 67,516 shares; 2025Q1: 62,107 shares; 2025Q2: 62,291 shares; 2025Q3: 61,837 shares; 2025Q4: 49,588 shares; 2026Q1: 39,379 shares 39,379 $488K 0.03% -10,209 Timeline PFXF 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: 26,843 shares; 2025Q2: 26,859 shares; 2025Q3: 27,129 shares; 2025Q4: 27,413 shares; 2026Q1: 27,571 shares 27,571 $484K 0.03% +158 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: 1,272 shares; 2024Q4: 1,368 shares; 2025Q1: 1,274 shares; 2025Q2: 1,307 shares; 2025Q3: 1,382 shares; 2025Q4: 1,329 shares; 2026Q1: 1,332 shares 1,332 $476K 0.03% +3 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,811 shares; 2024Q4: 1,627 shares; 2025Q1: 1,367 shares; 2025Q2: 1,368 shares; 2025Q3: 1,369 shares; 2025Q4: 1,332 shares; 2026Q1: 1,332 shares 1,332 $475K 0.03% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,505 shares; 2025Q1: 2,349 shares; 2025Q2: 2,427 shares; 2025Q3: 2,492 shares; 2025Q4: 2,312 shares; 2026Q1: 2,464 shares 2,464 $473K 0.03% +152 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: 3,709 shares; 2024Q4: 3,139 shares; 2025Q1: 3,206 shares; 2025Q2: 4,099 shares; 2025Q3: 4,078 shares; 2025Q4: 2,845 shares; 2026Q1: 2,663 shares 2,663 $460K 0.03% -182 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,633 shares; 2024Q4: 7,610 shares; 2025Q1: 7,610 shares; 2025Q2: 7,424 shares; 2025Q3: 7,372 shares; 2025Q4: 7,372 shares; 2026Q1: 7,266 shares 7,266 $455K 0.03% -106 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: 1,225 shares; 2024Q4: 1,362 shares; 2025Q1: 1,362 shares; 2025Q2: 1,311 shares; 2025Q3: 1,312 shares; 2025Q4: 1,285 shares; 2026Q1: 1,342 shares 1,342 $454K 0.03% +57 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,435 shares; 2025Q1: 2,049 shares; 2025Q2: 2,202 shares; 2025Q3: 3,179 shares; 2025Q4: 3,179 shares; 2026Q1: 3,172 shares 3,172 $453K 0.03% -7 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: 3,777 shares; 2024Q4: 3,763 shares; 2025Q1: 4,360 shares; 2025Q2: 3,976 shares; 2025Q3: 3,910 shares; 2025Q4: 3,942 shares; 2026Q1: 3,938 shares 3,938 $447K 0.03% -4 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: 5,443 shares; 2024Q4: 6,686 shares; 2025Q1: 6,686 shares; 2025Q2: 6,923 shares; 2025Q3: 6,769 shares; 2025Q4: 6,499 shares; 2026Q1: 6,359 shares 6,359 $444K 0.03% -140 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: 5,915 shares; 2024Q4: 5,915 shares; 2025Q1: 5,538 shares; 2025Q2: 5,538 shares; 2025Q3: 5,538 shares; 2025Q4: 5,500 shares; 2026Q1: 5,716 shares 5,716 $441K 0.03% +216 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: 13,089 shares; 2024Q4: 12,953 shares; 2025Q1: 14,044 shares; 2025Q2: 15,146 shares; 2025Q3: 15,140 shares; 2025Q4: 15,172 shares; 2026Q1: 15,124 shares 15,124 $438K 0.03% -48 Timeline CLIP 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: 4,110 shares; 2025Q1: 4,154 shares; 2025Q2: 4,198 shares; 2025Q3: 5,247 shares; 2025Q4: 5,300 shares; 2026Q1: 4,325 shares 4,325 $434K 0.03% -975 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 5,300 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $430K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,481 shares; 2025Q1: 1,495 shares; 2025Q2: 1,514 shares; 2025Q3: 1,476 shares; 2025Q4: 1,492 shares; 2026Q1: 1,518 shares 1,518 $424K 0.03% +26 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: 4,798 shares; 2024Q4: 4,798 shares; 2025Q1: not reported; 2025Q2: 4,026 shares; 2025Q3: 3,876 shares; 2025Q4: 3,848 shares; 2026Q1: 3,863 shares 3,863 $420K 0.03% +15 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,683 shares; 2024Q4: 3,440 shares; 2025Q1: 3,715 shares; 2025Q2: 3,751 shares; 2025Q3: 3,745 shares; 2025Q4: 3,804 shares; 2026Q1: 3,819 shares 3,819 $419K 0.03% +15 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: 4,255 shares; 2024Q4: 4,672 shares; 2025Q1: 4,463 shares; 2025Q2: 4,375 shares; 2025Q3: 4,395 shares; 2025Q4: 4,406 shares; 2026Q1: 4,672 shares 4,672 $419K 0.03% +266 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,609 shares; 2025Q3: 2,906 shares; 2025Q4: 2,965 shares; 2026Q1: 2,839 shares 2,839 $415K 0.03% -126 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,459 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,392 shares; 2025Q4: 2,312 shares; 2026Q1: 2,214 shares 2,214 $408K 0.03% -98 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,313 shares; 2025Q1: 2,351 shares; 2025Q2: 2,199 shares; 2025Q3: 2,197 shares; 2025Q4: 2,167 shares; 2026Q1: 2,195 shares 2,195 $400K 0.03% +28 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: 560 shares; 2024Q4: 560 shares; 2025Q1: 573 shares; 2025Q2: 577 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 580 shares 580 $396K 0.03% +4 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,260 shares; 2025Q3: 5,260 shares; 2025Q4: 5,260 shares; 2026Q1: 4,700 shares 4,700 $393K 0.03% -560 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: 1,285 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,140 shares; 2025Q3: 1,149 shares; 2025Q4: 1,176 shares; 2026Q1: 1,148 shares 1,148 $392K 0.03% -28 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 399 shares; 2025Q1: 411 shares; 2025Q2: 424 shares; 2025Q3: 423 shares; 2025Q4: 424 shares; 2026Q1: 449 shares 449 $389K 0.03% +25 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: 1,808 shares; 2024Q4: 1,866 shares; 2025Q1: 1,876 shares; 2025Q2: 1,761 shares; 2025Q3: 1,611 shares; 2025Q4: 1,946 shares; 2026Q1: 2,020 shares 2,020 $388K 0.03% +74 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: 4,030 shares; 2024Q4: 4,030 shares; 2025Q1: 4,030 shares; 2025Q2: 4,030 shares; 2025Q3: 4,030 shares; 2025Q4: 4,030 shares; 2026Q1: 4,030 shares 4,030 $386K 0.03% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,465 shares; 2024Q4: not reported; 2025Q1: 2,645 shares; 2025Q2: 2,995 shares; 2025Q3: 2,845 shares; 2025Q4: 4,807 shares; 2026Q1: 4,214 shares 4,214 $381K 0.03% -593 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,056 shares; 2025Q2: 44,116 shares; 2025Q3: 44,116 shares; 2025Q4: 30,824 shares; 2026Q1: 30,824 shares 30,824 $381K 0.03% 0 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: 4,735 shares; 2024Q4: 4,752 shares; 2025Q1: 4,803 shares; 2025Q2: 4,914 shares; 2025Q3: 4,918 shares; 2025Q4: 1,350 shares; 2026Q1: 1,282 shares 1,282 $374K 0.03% -68 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,110 shares; 2024Q4: 2,110 shares; 2025Q1: 2,110 shares; 2025Q2: 2,110 shares; 2025Q3: 2,110 shares; 2025Q4: 2,070 shares; 2026Q1: 2,070 shares 2,070 $373K 0.03% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,907 shares 1,907 $366K 0.03% -3 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: 8,474 shares; 2024Q4: 8,439 shares; 2025Q1: 9,578 shares; 2025Q2: 1,160 shares; 2025Q3: 1,160 shares; 2025Q4: 3,290 shares; 2026Q1: 3,290 shares 3,290 $359K 0.02% 0 Timeline UFOX 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: 5,156 shares; 2024Q4: 5,158 shares; 2025Q1: 5,160 shares; 2025Q2: 5,163 shares; 2025Q3: 5,164 shares; 2025Q4: 5,166 shares; 2026Q1: 5,168 shares 5,168 $352K 0.02% +2 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,642 shares; 2024Q4: 15,647 shares; 2025Q1: 15,648 shares; 2025Q2: 9,284 shares; 2025Q3: 8,858 shares; 2025Q4: 8,858 shares; 2026Q1: 8,858 shares 8,858 $352K 0.02% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,100 shares; 2025Q1: 3,029 shares; 2025Q2: 2,911 shares; 2025Q3: 2,899 shares; 2025Q4: 2,899 shares; 2026Q1: 2,832 shares 2,832 $348K 0.02% -67 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: 2,190 shares; 2024Q4: 2,165 shares; 2025Q1: 2,471 shares; 2025Q2: 2,451 shares; 2025Q3: 2,421 shares; 2025Q4: 2,050 shares; 2026Q1: 2,062 shares 2,062 $339K 0.02% +12 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: 4,879 shares; 2024Q4: 4,253 shares; 2025Q1: 3,753 shares; 2025Q2: 3,574 shares; 2025Q3: 3,881 shares; 2025Q4: 3,683 shares; 2026Q1: 3,643 shares 3,643 $338K 0.02% -40 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,485 shares; 2025Q1: 2,516 shares; 2025Q2: 2,516 shares; 2025Q3: 2,516 shares; 2025Q4: 2,506 shares; 2026Q1: 1,561 shares 1,561 $336K 0.02% -945 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,287 shares; 2024Q4: 1,294 shares; 2025Q1: 1,298 shares; 2025Q2: 1,161 shares; 2025Q3: 1,159 shares; 2025Q4: 1,160 shares; 2026Q1: 1,162 shares 1,162 $333K 0.02% +2 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,239 shares; 2024Q4: 5,283 shares; 2025Q1: 5,305 shares; 2025Q2: 5,126 shares; 2025Q3: 4,563 shares; 2025Q4: 4,113 shares; 2026Q1: 3,935 shares 3,935 $326K 0.02% -178 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 803 shares; 2026Q1: 820 shares 820 $321K 0.02% +17 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: 4,697 shares; 2024Q4: 4,697 shares; 2025Q1: 4,697 shares; 2025Q2: 4,697 shares; 2025Q3: 4,697 shares; 2025Q4: 4,710 shares; 2026Q1: 4,049 shares 4,049 $320K 0.02% -661 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: 2,302 shares; 2024Q4: 2,249 shares; 2025Q1: 2,287 shares; 2025Q2: 2,300 shares; 2025Q3: 2,296 shares; 2025Q4: 2,347 shares; 2026Q1: 2,432 shares 2,432 $319K 0.02% +85 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,386 shares; 2025Q4: 4,422 shares; 2026Q1: 5,391 shares 5,391 $318K 0.02% +969 Timeline XLU 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: 4,616 shares; 2024Q4: 4,334 shares; 2025Q1: 4,334 shares; 2025Q2: 3,518 shares; 2025Q3: 3,518 shares; 2025Q4: 7,035 shares; 2026Q1: 6,892 shares 6,892 $316K 0.02% -143 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: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares 1,494 $315K 0.02% 0 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: 6,854 shares; 2024Q4: 7,230 shares; 2025Q1: 4,922 shares; 2025Q2: 4,959 shares; 2025Q3: 4,983 shares; 2025Q4: 4,788 shares; 2026Q1: 4,757 shares 4,757 $314K 0.02% -31 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,789 shares; 2025Q1: 12,899 shares; 2025Q2: 13,823 shares; 2025Q3: 15,456 shares; 2025Q4: 15,456 shares; 2026Q1: 15,456 shares 15,456 $307K 0.02% 0 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: 538 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 620 shares; 2025Q3: 611 shares; 2025Q4: 650 shares; 2026Q1: 663 shares 663 $306K 0.02% +13 Timeline QTUM 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: not reported; 2025Q3: 2,795 shares; 2025Q4: 2,845 shares; 2026Q1: 2,845 shares 2,845 $305K 0.02% 0 Timeline JTEK 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: 3,124 shares; 2025Q4: 3,228 shares; 2026Q1: 3,815 shares 3,815 $303K 0.02% +587 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 845 shares; 2025Q4: 868 shares; 2026Q1: 949 shares 949 $302K 0.02% +81 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,202 shares; 2025Q3: 1,199 shares; 2025Q4: 1,211 shares; 2026Q1: 1,301 shares 1,301 $300K 0.02% +90 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,935 shares; 2024Q4: 3,868 shares; 2025Q1: 3,967 shares; 2025Q2: not reported; 2025Q3: 3,810 shares; 2025Q4: 4,054 shares; 2026Q1: 4,113 shares 4,113 $299K 0.02% +59 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,982 shares; 2024Q4: 2,975 shares; 2025Q1: 2,973 shares; 2025Q2: 3,018 shares; 2025Q3: 3,027 shares; 2025Q4: 3,058 shares; 2026Q1: 3,060 shares 3,060 $297K 0.02% +2 Timeline JPIB 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: 6,180 shares; 2024Q4: 6,180 shares; 2025Q1: 6,180 shares; 2025Q2: 6,180 shares; 2025Q3: 6,180 shares; 2025Q4: 6,180 shares; 2026Q1: 6,180 shares 6,180 $296K 0.02% 0 Timeline SKYY 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: 2,701 shares; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,701 shares; 2026Q1: 2,701 shares 2,701 $295K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 4,639 shares; 2025Q1: 4,639 shares; 2025Q2: 5,472 shares; 2025Q3: 5,467 shares; 2025Q4: 4,265 shares; 2026Q1: 4,231 shares 4,231 $293K 0.02% -34 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,441 shares; 2024Q4: 3,233 shares; 2025Q1: 3,217 shares; 2025Q2: 2,830 shares; 2025Q3: 2,822 shares; 2025Q4: 2,831 shares; 2026Q1: 2,853 shares 2,853 $291K 0.02% +22 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 898 shares; 2025Q3: 1,253 shares; 2025Q4: 1,312 shares; 2026Q1: 1,918 shares 1,918 $289K 0.02% +606 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,899 shares; 2025Q1: 1,901 shares; 2025Q2: 1,935 shares; 2025Q3: 1,930 shares; 2025Q4: not reported; 2026Q1: 1,918 shares 1,918 $288K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,281 shares; 2025Q1: 2,003 shares; 2025Q2: 1,977 shares; 2025Q3: 2,134 shares; 2025Q4: 1,945 shares; 2026Q1: 1,936 shares 1,936 $281K 0.02% -9 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: 1,504 shares; 2024Q4: 1,142 shares; 2025Q1: 1,363 shares; 2025Q2: 1,424 shares; 2025Q3: 1,439 shares; 2025Q4: 1,442 shares; 2026Q1: 1,409 shares 1,409 $280K 0.02% -33 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,916 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,904 shares; 2025Q4: 4,306 shares; 2026Q1: 4,431 shares 4,431 $280K 0.02% +125 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN 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: 14,308 shares; 2026Q1: 14,588 shares 14,588 $280K 0.02% +280 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: not reported; 2024Q4: 2,710 shares; 2025Q1: 2,750 shares; 2025Q2: 2,890 shares; 2025Q3: 2,914 shares; 2025Q4: 2,936 shares; 2026Q1: 2,970 shares 2,970 $279K 0.02% +34 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: 2,958 shares; 2025Q1: 3,132 shares; 2025Q2: 3,662 shares; 2025Q3: 3,586 shares; 2025Q4: 3,630 shares; 2026Q1: 3,477 shares 3,477 $277K 0.02% -153 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: not reported; 2025Q1: not reported; 2025Q2: 5,790 shares; 2025Q3: 5,790 shares; 2025Q4: 5,690 shares; 2026Q1: 5,695 shares 5,695 $276K 0.02% +5 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: 6,479 shares; 2024Q4: 4,725 shares; 2025Q1: not reported; 2025Q2: 5,477 shares; 2025Q3: 5,389 shares; 2025Q4: 5,297 shares; 2026Q1: 5,624 shares 5,624 $272K 0.02% +327 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,514 shares; 2024Q4: 1,519 shares; 2025Q1: 1,535 shares; 2025Q2: 1,540 shares; 2025Q3: 1,734 shares; 2025Q4: 1,649 shares; 2026Q1: 1,302 shares 1,302 $270K 0.02% -347 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: 1,658 shares; 2024Q4: 1,508 shares; 2025Q1: 1,476 shares; 2025Q2: 1,494 shares; 2025Q3: 1,457 shares; 2025Q4: 997 shares; 2026Q1: 1,001 shares 1,001 $267K 0.02% +4 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,232 shares; 2024Q4: 8,546 shares; 2025Q1: 8,546 shares; 2025Q2: 5,846 shares; 2025Q3: 5,846 shares; 2025Q4: 5,846 shares; 2026Q1: 5,846 shares 5,846 $265K 0.02% 0 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: 1,739 shares; 2024Q4: not reported; 2025Q1: 1,885 shares; 2025Q2: 1,866 shares; 2025Q3: 1,837 shares; 2025Q4: 1,977 shares; 2026Q1: 2,023 shares 2,023 $265K 0.02% +46 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: 3,741 shares; 2024Q4: 3,178 shares; 2025Q1: 2,943 shares; 2025Q2: 2,943 shares; 2025Q3: 2,939 shares; 2025Q4: 2,951 shares; 2026Q1: 2,296 shares 2,296 $264K 0.02% -655 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: 2,044 shares; 2024Q4: 2,027 shares; 2025Q1: 2,090 shares; 2025Q2: 2,131 shares; 2025Q3: 1,987 shares; 2025Q4: 1,984 shares; 2026Q1: 1,994 shares 1,994 $264K 0.02% +10 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: 974 shares; 2024Q4: 989 shares; 2025Q1: 1,090 shares; 2025Q2: 1,090 shares; 2025Q3: 1,091 shares; 2025Q4: 947 shares; 2026Q1: 1,062 shares 1,062 $263K 0.02% +115 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,717 shares; 2025Q3: 1,717 shares; 2025Q4: 1,547 shares; 2026Q1: 1,297 shares 1,297 $263K 0.02% -250 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 803 shares 803 $263K 0.02% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,189 shares; 2025Q1: 3,189 shares; 2025Q2: 3,081 shares; 2025Q3: 3,081 shares; 2025Q4: 3,081 shares; 2026Q1: 3,081 shares 3,081 $262K 0.02% 0 Timeline ISCF 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: 6,676 shares; 2025Q2: 6,714 shares; 2025Q3: not reported; 2025Q4: 6,088 shares; 2026Q1: 6,088 shares 6,088 $254K 0.02% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $249K 0.02% 0 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: 5,859 shares; 2024Q4: 5,787 shares; 2025Q1: 6,939 shares; 2025Q2: 6,005 shares; 2025Q3: 5,686 shares; 2025Q4: not reported; 2026Q1: 4,962 shares 4,962 $249K 0.02% new Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,909 shares; 2024Q4: 14,235 shares; 2025Q1: 14,235 shares; 2025Q2: 14,235 shares; 2025Q3: 11,567 shares; 2025Q4: 11,567 shares; 2026Q1: 11,567 shares 11,567 $243K 0.02% 0 Timeline JSCP 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: 41,941 shares; 2025Q1: 40,091 shares; 2025Q2: 39,344 shares; 2025Q3: 39,510 shares; 2025Q4: 39,673 shares; 2026Q1: 5,141 shares 5,141 $243K 0.02% -34,532 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,541 shares; 2024Q4: 3,541 shares; 2025Q1: 3,731 shares; 2025Q2: 3,136 shares; 2025Q3: 3,136 shares; 2025Q4: 3,236 shares; 2026Q1: 3,236 shares 3,236 $243K 0.02% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,784 shares; 2024Q4: 78,092 shares; 2025Q1: 76,323 shares; 2025Q2: 74,691 shares; 2025Q3: 73,979 shares; 2025Q4: 74,501 shares; 2026Q1: 12,201 shares 12,201 $239K 0.02% -62,300 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,643 shares 2,643 $238K 0.02% new Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,787 shares; 2025Q2: 18,412 shares; 2025Q3: 12,425 shares; 2025Q4: 12,425 shares; 2026Q1: 6,561 shares 6,561 $238K 0.02% -5,864 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,469 shares; 2025Q3: 2,469 shares; 2025Q4: 2,469 shares; 2026Q1: 2,469 shares 2,469 $237K 0.02% 0 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: 2,085 shares; 2025Q2: 2,095 shares; 2025Q3: 2,130 shares; 2025Q4: not reported; 2026Q1: 1,687 shares 1,687 $235K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,350 shares 2,350 $233K 0.02% new Timeline DTEC 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: 5,366 shares; 2024Q4: 5,368 shares; 2025Q1: 5,368 shares; 2025Q2: 5,368 shares; 2025Q3: 5,368 shares; 2025Q4: 5,369 shares; 2026Q1: 5,369 shares 5,369 $232K 0.02% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 163 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 487 shares 487 $231K 0.02% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,963 shares; 2024Q4: 3,386 shares; 2025Q1: 3,956 shares; 2025Q2: 3,655 shares; 2025Q3: 3,638 shares; 2025Q4: 3,309 shares; 2026Q1: 3,179 shares 3,179 $229K 0.02% -130 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 461 shares; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 496 shares; 2025Q3: not reported; 2025Q4: 486 shares; 2026Q1: 510 shares 510 $228K 0.02% +24 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51 shares; 2025Q1: 50 shares; 2025Q2: 48 shares; 2025Q3: 50 shares; 2025Q4: 52 shares; 2026Q1: 54 shares 54 $227K 0.02% +2 Timeline IYJ 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: 1,534 shares; 2024Q4: 1,534 shares; 2025Q1: not reported; 2025Q2: 1,534 shares; 2025Q3: 1,534 shares; 2025Q4: 1,534 shares; 2026Q1: 1,534 shares 1,534 $226K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,048 shares; 2024Q4: 5,954 shares; 2025Q1: 4,027 shares; 2025Q2: 3,866 shares; 2025Q3: 3,876 shares; 2025Q4: 3,901 shares; 2026Q1: 3,605 shares 3,605 $226K 0.02% -296 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: 10,532 shares; 2024Q4: 10,673 shares; 2025Q1: 10,816 shares; 2025Q2: 10,964 shares; 2025Q3: 11,126 shares; 2025Q4: 12,317 shares; 2026Q1: 12,540 shares 12,540 $226K 0.02% +223 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,068 shares; 2025Q1: not reported; 2025Q2: 1,035 shares; 2025Q3: 1,010 shares; 2025Q4: 1,066 shares; 2026Q1: 1,040 shares 1,040 $226K 0.02% -26 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,563 shares; 2024Q4: 4,355 shares; 2025Q1: 4,381 shares; 2025Q2: 4,422 shares; 2025Q3: 4,465 shares; 2025Q4: 4,522 shares; 2026Q1: 4,550 shares 4,550 $220K 0.02% +28 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,362 shares; 2024Q4: 76,968 shares; 2025Q1: 75,196 shares; 2025Q2: 73,651 shares; 2025Q3: 73,867 shares; 2025Q4: 74,126 shares; 2026Q1: 10,913 shares 10,913 $213K 0.01% -63,213 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,325 shares; 2024Q4: 13,851 shares; 2025Q1: 14,094 shares; 2025Q2: 14,356 shares; 2025Q3: 14,640 shares; 2025Q4: 16,481 shares; 2026Q1: 16,807 shares 16,807 $213K 0.01% +326 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 767 shares; 2025Q1: 595 shares; 2025Q2: 812 shares; 2025Q3: 847 shares; 2025Q4: 874 shares; 2026Q1: 491 shares 491 $212K 0.01% -383 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,089 shares; 2025Q1: 1,062 shares; 2025Q2: 1,006 shares; 2025Q3: 1,006 shares; 2025Q4: not reported; 2026Q1: 607 shares 607 $209K 0.01% new 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: 2,515 shares; 2024Q4: 2,540 shares; 2025Q1: 2,556 shares; 2025Q2: 2,607 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,314 shares 2,314 $209K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,724 shares; 2026Q1: 2,576 shares 2,576 $209K 0.01% -148 Timeline MTUM 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: 880 shares; 2025Q4: 832 shares; 2026Q1: 865 shares 865 $207K 0.01% +33 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: 142,645 shares; 2024Q4: 94,074 shares; 2025Q1: 91,626 shares; 2025Q2: not reported; 2025Q3: 1,513 shares; 2025Q4: not reported; 2026Q1: 1,490 shares 1,490 $206K 0.01% new Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC 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: 16,653 shares; 2026Q1: 16,653 shares 16,653 $205K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,460 shares; 2026Q1: 2,461 shares 2,461 $203K 0.01% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,412 shares; 2025Q4: 8,446 shares; 2026Q1: 8,469 shares 8,469 $202K 0.01% +23 Timeline GOAU 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,541 shares 4,541 $201K 0.01% new Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,167 shares; 2026Q1: 5,167 shares 5,167 $201K 0.01% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,381 shares 1,381 $200K 0.01% new 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: 11,419 shares; 2024Q4: 11,688 shares; 2025Q1: 11,945 shares; 2025Q2: 12,240 shares; 2025Q3: 12,524 shares; 2025Q4: 12,845 shares; 2026Q1: 13,239 shares 13,239 $196K 0.01% +394 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,260 shares; 2026Q1: 21,260 shares 21,260 $184K 0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,733 shares; 2024Q4: 9,888 shares; 2025Q1: 10,141 shares; 2025Q2: 10,043 shares; 2025Q3: not reported; 2025Q4: 10,302 shares; 2026Q1: 10,311 shares 10,311 $178K 0.01% +9 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,142 shares; 2024Q4: 15,540 shares; 2025Q1: 16,044 shares; 2025Q2: 16,588 shares; 2025Q3: 17,133 shares; 2025Q4: 17,628 shares; 2026Q1: 18,185 shares 18,185 $150K 0.01% +557 Timeline SOTK SONO TEK CORP More: the full row for SONO TEK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,671 shares; 2024Q4: 36,671 shares; 2025Q1: 36,671 shares; 2025Q2: 36,671 shares; 2025Q3: 36,671 shares; 2025Q4: 36,671 shares; 2026Q1: 36,671 shares 36,671 $149K 0.01% 0 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,849 shares; 2024Q4: 23,653 shares; 2025Q1: 24,459 shares; 2025Q2: 25,343 shares; 2025Q3: 26,526 shares; 2025Q4: 27,205 shares; 2026Q1: 28,396 shares 28,396 $127K 0.01% +1,191 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,448 shares 10,448 $127K 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,022 shares; 2025Q2: 10,305 shares; 2025Q3: 10,578 shares; 2025Q4: 10,885 shares; 2026Q1: 11,206 shares 11,206 $124K 0.01% +321 Timeline UGP ULTRAPAR PARTICIPACOES SA More: the full row for ULTRAPAR PARTICIPACOES SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,743 shares; 2024Q4: 22,743 shares; 2025Q1: 22,743 shares; 2025Q2: 22,743 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares; 2026Q1: 20,863 shares 20,863 $115K 0.01% -57 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,030 shares 10,030 $110K 0.01% new Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,700 shares; 2024Q4: 10,700 shares; 2025Q1: 10,700 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $37.8K <0.01% 0 Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $7.31K <0.01% 0 Timeline