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: 212,186 shares; 2024Q4: 293,768 shares; 2025Q1: 196,428 shares; 2025Q2: 199,417 shares; 2025Q3: 201,420 shares; 2025Q4: 204,769 shares; 2026Q1: 208,257 shares 208,257 $15.9M 6.04% +3,488 Timeline DMBS 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: 93,516 shares; 2024Q4: 169,927 shares; 2025Q1: 130,636 shares; 2025Q2: 127,770 shares; 2025Q3: 163,775 shares; 2025Q4: 163,395 shares; 2026Q1: 203,658 shares 203,658 $10.1M 3.81% +40,263 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: 24,922 shares; 2024Q4: 27,109 shares; 2025Q1: 30,917 shares; 2025Q2: 30,543 shares; 2025Q3: 30,734 shares; 2025Q4: 30,841 shares; 2026Q1: 30,457 shares 30,457 $6.34M 2.4% -384 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,505 shares; 2025Q1: 73,448 shares; 2025Q2: 71,278 shares; 2025Q3: 74,677 shares; 2025Q4: 74,636 shares; 2026Q1: 73,045 shares 73,045 $6.2M 2.35% -1,591 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: 34,822 shares; 2024Q4: 37,893 shares; 2025Q1: 48,154 shares; 2025Q2: 42,879 shares; 2025Q3: 42,736 shares; 2025Q4: 39,163 shares; 2026Q1: 34,825 shares 34,825 $6.07M 2.3% -4,338 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: 11,222 shares; 2024Q4: 12,990 shares; 2025Q1: 15,259 shares; 2025Q2: 14,330 shares; 2025Q3: 14,442 shares; 2025Q4: 14,431 shares; 2026Q1: 15,510 shares 15,510 $5.74M 2.17% +1,079 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: 23,956 shares; 2024Q4: 23,535 shares; 2025Q1: 26,196 shares; 2025Q2: 25,740 shares; 2025Q3: 24,926 shares; 2025Q4: 20,657 shares; 2026Q1: 18,745 shares 18,745 $5.38M 2.04% -1,912 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,548 shares; 2024Q4: 18,690 shares; 2025Q1: 22,176 shares; 2025Q2: 22,630 shares; 2025Q3: 22,545 shares; 2025Q4: 22,436 shares; 2026Q1: 20,399 shares 20,399 $5.18M 1.96% -2,037 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,914 shares; 2024Q4: 224,025 shares; 2025Q1: 121,778 shares; 2025Q2: 117,828 shares; 2025Q3: 114,666 shares; 2025Q4: 113,902 shares; 2026Q1: 111,193 shares 111,193 $5.08M 1.92% -2,709 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,734 shares; 2024Q4: 67,586 shares; 2025Q1: 73,893 shares; 2025Q2: 72,359 shares; 2025Q3: 76,082 shares; 2025Q4: 76,432 shares; 2026Q1: 99,566 shares 99,566 $4.89M 1.85% +23,134 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,037 shares; 2024Q4: 34,595 shares; 2025Q1: 59,743 shares; 2025Q2: 58,061 shares; 2025Q3: 58,820 shares; 2025Q4: 58,354 shares; 2026Q1: 56,622 shares 56,622 $4.56M 1.73% -1,732 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 118,174 shares; 2025Q2: 115,356 shares; 2025Q3: 117,003 shares; 2025Q4: 115,698 shares; 2026Q1: 114,795 shares 114,795 $4.47M 1.69% -903 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,667 shares; 2024Q4: 72,167 shares; 2025Q1: 92,921 shares; 2025Q2: 91,056 shares; 2025Q3: 95,955 shares; 2025Q4: 94,525 shares; 2026Q1: 91,583 shares 91,583 $4.14M 1.57% -2,942 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,027 shares; 2024Q4: 68,603 shares; 2025Q1: 66,277 shares; 2025Q2: 64,617 shares; 2025Q3: 67,662 shares; 2025Q4: 67,754 shares; 2026Q1: 79,022 shares 79,022 $3.98M 1.51% +11,268 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: 6,221 shares; 2024Q4: 6,444 shares; 2025Q1: 6,810 shares; 2025Q2: 6,883 shares; 2025Q3: 6,979 shares; 2025Q4: 7,408 shares; 2026Q1: 6,857 shares 6,857 $3.92M 1.49% -551 Timeline BBBS BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,393 shares; 2024Q4: 58,274 shares; 2025Q1: 54,571 shares; 2025Q2: 53,394 shares; 2025Q3: 55,852 shares; 2025Q4: 56,261 shares; 2026Q1: 73,575 shares 73,575 $3.76M 1.43% +17,314 Timeline DABS 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: not reported; 2024Q4: not reported; 2025Q1: 59,420 shares; 2025Q2: 58,883 shares; 2025Q3: 60,905 shares; 2025Q4: 61,245 shares; 2026Q1: 72,812 shares 72,812 $3.7M 1.4% +11,567 Timeline XSVN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,250 shares; 2024Q4: 38,177 shares; 2025Q1: 53,102 shares; 2025Q2: 51,485 shares; 2025Q3: 53,976 shares; 2025Q4: 54,220 shares; 2026Q1: 70,944 shares 70,944 $3.39M 1.28% +16,724 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: not reported; 2025Q3: 14,010 shares; 2025Q4: 13,880 shares; 2026Q1: 13,797 shares 13,797 $3.28M 1.24% -83 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: 10,695 shares; 2024Q4: 19,600 shares; 2025Q1: 20,490 shares; 2025Q2: 18,273 shares; 2025Q3: 18,049 shares; 2025Q4: 18,543 shares; 2026Q1: 21,732 shares 21,732 $3.14M 1.19% +3,189 Timeline XTRE BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,533 shares; 2024Q4: 36,259 shares; 2025Q1: 44,525 shares; 2025Q2: 44,063 shares; 2025Q3: 46,122 shares; 2025Q4: 46,364 shares; 2026Q1: 60,912 shares 60,912 $3.02M 1.14% +14,548 Timeline SEPU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 102,575 shares; 2025Q4: 101,075 shares; 2026Q1: 100,290 shares 100,290 $2.81M 1.06% -785 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: 9,000 shares; 2024Q4: 10,125 shares; 2025Q1: 10,302 shares; 2025Q2: 11,334 shares; 2025Q3: 11,099 shares; 2025Q4: 9,643 shares; 2026Q1: 8,973 shares 8,973 $2.78M 1.05% -670 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: 3,982 shares; 2024Q4: 3,918 shares; 2025Q1: 4,420 shares; 2025Q2: 4,015 shares; 2025Q3: 3,902 shares; 2025Q4: 3,556 shares; 2026Q1: 3,193 shares 3,193 $2.7M 1.02% -363 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: 31,346 shares; 2024Q4: 30,014 shares; 2025Q1: 28,931 shares; 2025Q2: 28,282 shares; 2025Q3: 27,651 shares; 2025Q4: 26,480 shares; 2026Q1: 28,995 shares 28,995 $2.69M 1.02% +2,515 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: 13,068 shares; 2024Q4: 13,994 shares; 2025Q1: 14,832 shares; 2025Q2: 16,039 shares; 2025Q3: 16,084 shares; 2025Q4: 16,060 shares; 2026Q1: 12,788 shares 12,788 $2.65M 1% -3,272 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: 9,207 shares; 2024Q4: 9,041 shares; 2025Q1: 9,922 shares; 2025Q2: 9,662 shares; 2025Q3: 9,590 shares; 2025Q4: 9,428 shares; 2026Q1: 8,976 shares 8,976 $2.64M 1% -452 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,584 shares; 2025Q1: 30,508 shares; 2025Q2: 29,440 shares; 2025Q3: 45,043 shares; 2025Q4: 45,295 shares; 2026Q1: 57,064 shares 57,064 $2.62M 0.99% +11,769 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,822 shares; 2025Q2: 37,567 shares; 2025Q3: 39,369 shares; 2025Q4: 39,892 shares; 2026Q1: 52,730 shares 52,730 $2.59M 0.98% +12,838 Timeline IETC ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,149 shares; 2025Q4: 28,379 shares; 2026Q1: 28,966 shares 28,966 $2.56M 0.97% +587 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: 16,936 shares; 2024Q4: 15,622 shares; 2025Q1: 18,234 shares; 2025Q2: 17,062 shares; 2025Q3: 16,907 shares; 2025Q4: 15,939 shares; 2026Q1: 15,130 shares 15,130 $2.49M 0.94% -809 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,471 shares; 2025Q4: 49,019 shares; 2026Q1: 49,281 shares 49,281 $2.43M 0.92% +262 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: 24,520 shares; 2024Q4: 21,309 shares; 2025Q1: 24,564 shares; 2025Q2: 22,980 shares; 2025Q3: 23,230 shares; 2025Q4: 21,105 shares; 2026Q1: 17,931 shares 17,931 $2.23M 0.84% -3,174 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,578 shares; 2024Q4: 71,190 shares; 2025Q1: 96,868 shares; 2025Q2: 79,933 shares; 2025Q3: 71,587 shares; 2025Q4: 78,674 shares; 2026Q1: 44,280 shares 44,280 $2.22M 0.84% -34,394 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 70,203 shares; 2025Q4: 77,114 shares; 2026Q1: 43,303 shares 43,303 $2.21M 0.84% -33,811 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,971 shares; 2024Q4: 12,818 shares; 2025Q1: 16,758 shares; 2025Q2: 15,710 shares; 2025Q3: 15,979 shares; 2025Q4: 21,548 shares; 2026Q1: 18,139 shares 18,139 $2.2M 0.83% -3,409 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,338 shares; 2024Q4: 75,424 shares; 2025Q1: 22,369 shares; 2025Q2: 21,095 shares; 2025Q3: 39,709 shares; 2025Q4: 39,845 shares; 2026Q1: 39,013 shares 39,013 $2.08M 0.79% -832 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: 3,824 shares; 2024Q4: 3,934 shares; 2025Q1: 4,029 shares; 2025Q2: 4,437 shares; 2025Q3: 4,511 shares; 2025Q4: 4,348 shares; 2026Q1: 3,980 shares 3,980 $1.91M 0.72% -368 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: 5,677 shares; 2024Q4: 7,309 shares; 2025Q1: 7,281 shares; 2025Q2: 7,130 shares; 2025Q3: 7,160 shares; 2025Q4: 6,336 shares; 2026Q1: 6,194 shares 6,194 $1.87M 0.71% -142 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: 4,742 shares; 2024Q4: 4,688 shares; 2025Q1: 5,700 shares; 2025Q2: 6,338 shares; 2025Q3: 6,534 shares; 2025Q4: 6,397 shares; 2026Q1: 6,908 shares 6,908 $1.87M 0.71% +511 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,448 shares; 2024Q4: 198,198 shares; 2025Q1: 123,016 shares; 2025Q2: 120,855 shares; 2025Q3: 120,880 shares; 2025Q4: 120,573 shares; 2026Q1: 37,677 shares 37,677 $1.86M 0.7% -82,896 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,099 shares; 2024Q4: 21,363 shares; 2025Q1: 21,702 shares; 2025Q2: 22,497 shares; 2025Q3: 22,462 shares; 2025Q4: 22,458 shares; 2026Q1: 21,380 shares 21,380 $1.85M 0.7% -1,078 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: 22,634 shares; 2024Q4: 24,989 shares; 2025Q1: 25,131 shares; 2025Q2: 25,088 shares; 2025Q3: 25,323 shares; 2025Q4: 26,620 shares; 2026Q1: 23,411 shares 23,411 $1.78M 0.67% -3,209 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: 5,763 shares; 2024Q4: 5,638 shares; 2025Q1: 5,754 shares; 2025Q2: 6,034 shares; 2025Q3: 6,021 shares; 2025Q4: 5,949 shares; 2026Q1: 5,563 shares 5,563 $1.73M 0.65% -386 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: 13,844 shares; 2024Q4: 13,899 shares; 2025Q1: 13,743 shares; 2025Q2: 13,936 shares; 2025Q3: 14,073 shares; 2025Q4: 16,053 shares; 2026Q1: 16,679 shares 16,679 $1.71M 0.65% +626 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: 95,150 shares; 2024Q4: 71,601 shares; 2025Q1: 74,579 shares; 2025Q2: 73,269 shares; 2025Q3: 47,785 shares; 2025Q4: 48,398 shares; 2026Q1: 48,460 shares 48,460 $1.71M 0.65% +62 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: 3,020 shares; 2024Q4: 3,255 shares; 2025Q1: 4,391 shares; 2025Q2: 4,371 shares; 2025Q3: 5,093 shares; 2025Q4: 5,724 shares; 2026Q1: 4,682 shares 4,682 $1.67M 0.63% -1,042 Timeline SPTI 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: 42,150 shares; 2024Q4: not reported; 2025Q1: 57,392 shares; 2025Q2: 56,943 shares; 2025Q3: 59,166 shares; 2025Q4: 58,969 shares; 2026Q1: 57,807 shares 57,807 $1.66M 0.63% -1,162 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,202 shares; 2024Q4: 44,139 shares; 2025Q1: 32,800 shares; 2025Q2: 32,158 shares; 2025Q3: 33,191 shares; 2025Q4: 33,051 shares; 2026Q1: 31,961 shares 31,961 $1.62M 0.61% -1,090 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: 1,334 shares; 2024Q4: 1,345 shares; 2025Q1: 1,422 shares; 2025Q2: 1,401 shares; 2025Q3: 1,449 shares; 2025Q4: 16,309 shares; 2026Q1: 16,834 shares 16,834 $1.62M 0.61% +525 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: 11,425 shares; 2024Q4: 10,273 shares; 2025Q1: 10,512 shares; 2025Q2: 10,979 shares; 2025Q3: 10,870 shares; 2025Q4: 7,868 shares; 2026Q1: 6,522 shares 6,522 $1.59M 0.6% -1,346 Timeline BTCO INVESCO GALAXY BITCOIN ETF More: the full row for INVESCO GALAXY 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: 22,132 shares; 2026Q1: 23,532 shares 23,532 $1.59M 0.6% +1,400 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: 5,789 shares; 2024Q4: 5,669 shares; 2025Q1: 7,228 shares; 2025Q2: 7,960 shares; 2025Q3: 7,938 shares; 2025Q4: 7,898 shares; 2026Q1: 6,579 shares 6,579 $1.55M 0.59% -1,319 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,275 shares; 2025Q3: 8,274 shares; 2025Q4: 10,825 shares; 2026Q1: 13,829 shares 13,829 $1.54M 0.58% +3,004 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,266 shares; 2024Q4: 14,304 shares; 2025Q1: 16,730 shares; 2025Q2: 13,752 shares; 2025Q3: 13,846 shares; 2025Q4: 14,239 shares; 2026Q1: 11,644 shares 11,644 $1.54M 0.58% -2,595 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: 30,467 shares; 2024Q4: 31,591 shares; 2025Q1: 35,220 shares; 2025Q2: 33,182 shares; 2025Q3: 32,872 shares; 2025Q4: 31,846 shares; 2026Q1: 31,328 shares 31,328 $1.53M 0.58% -518 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: not reported; 2025Q3: 47,184 shares; 2025Q4: 47,354 shares; 2026Q1: 59,442 shares 59,442 $1.5M 0.57% +12,088 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,711 shares; 2024Q4: 7,069 shares; 2025Q1: 8,335 shares; 2025Q2: 8,446 shares; 2025Q3: 8,771 shares; 2025Q4: 8,749 shares; 2026Q1: 8,975 shares 8,975 $1.44M 0.54% +226 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: 5,760 shares; 2024Q4: 7,127 shares; 2025Q1: 9,000 shares; 2025Q2: 13,251 shares; 2025Q3: 13,452 shares; 2025Q4: 14,635 shares; 2026Q1: 15,106 shares 15,106 $1.38M 0.52% +471 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,118 shares; 2024Q4: 25,099 shares; 2025Q1: 15,805 shares; 2025Q2: 15,561 shares; 2025Q3: 24,280 shares; 2025Q4: 23,881 shares; 2026Q1: 22,804 shares 22,804 $1.36M 0.52% -1,077 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 3,432 shares; 2025Q1: 4,622 shares; 2025Q2: 3,955 shares; 2025Q3: 4,005 shares; 2025Q4: 3,116 shares; 2026Q1: 2,430 shares 2,430 $1.33M 0.51% -686 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: 1,829 shares; 2025Q1: 2,633 shares; 2025Q2: 2,386 shares; 2025Q3: 2,335 shares; 2025Q4: 2,135 shares; 2026Q1: 1,831 shares 1,831 $1.33M 0.51% -304 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: 16,707 shares; 2024Q4: 15,496 shares; 2025Q1: 16,672 shares; 2025Q2: 18,032 shares; 2025Q3: 16,462 shares; 2025Q4: 17,382 shares; 2026Q1: 14,823 shares 14,823 $1.33M 0.5% -2,559 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,601 shares; 2025Q3: 6,960 shares; 2025Q4: 8,583 shares; 2026Q1: 12,484 shares 12,484 $1.33M 0.5% +3,901 Timeline CSNR COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,492 shares; 2025Q2: 36,708 shares; 2025Q3: 36,200 shares; 2025Q4: 36,066 shares; 2026Q1: 35,188 shares 35,188 $1.32M 0.5% -878 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: 12,174 shares; 2025Q1: 12,894 shares; 2025Q2: 13,297 shares; 2025Q3: 13,252 shares; 2025Q4: 8,244 shares; 2026Q1: 6,044 shares 6,044 $1.29M 0.49% -2,200 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,690 shares; 2024Q4: 106,918 shares; 2025Q1: 97,560 shares; 2025Q2: 92,276 shares; 2025Q3: 80,120 shares; 2025Q4: 79,352 shares; 2026Q1: 49,607 shares 49,607 $1.27M 0.48% -29,745 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,358 shares; 2025Q4: 2,391 shares; 2026Q1: 2,093 shares 2,093 $1.23M 0.47% -298 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: 4,279 shares; 2024Q4: 5,077 shares; 2025Q1: 5,661 shares; 2025Q2: 6,792 shares; 2025Q3: 6,953 shares; 2025Q4: 7,770 shares; 2026Q1: 7,380 shares 7,380 $1.2M 0.45% -390 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,259 shares; 2025Q1: 4,637 shares; 2025Q2: 4,885 shares; 2025Q3: 4,951 shares; 2025Q4: 5,369 shares; 2026Q1: 4,498 shares 4,498 $1.2M 0.45% -871 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: 15,396 shares; 2025Q1: 18,852 shares; 2025Q2: 15,783 shares; 2025Q3: 15,676 shares; 2025Q4: 10,559 shares; 2026Q1: 9,304 shares 9,304 $1.18M 0.45% -1,255 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,610 shares; 2025Q2: 17,245 shares; 2025Q3: 18,568 shares; 2025Q4: 18,733 shares; 2026Q1: 18,775 shares 18,775 $1.13M 0.43% +42 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,991 shares; 2025Q1: 21,817 shares; 2025Q2: 26,883 shares; 2025Q3: 26,548 shares; 2025Q4: 24,313 shares; 2026Q1: 17,863 shares 17,863 $1.09M 0.41% -6,450 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: 16,004 shares; 2024Q4: 17,558 shares; 2025Q1: 19,816 shares; 2025Q2: 20,256 shares; 2025Q3: 20,266 shares; 2025Q4: 13,586 shares; 2026Q1: 11,497 shares 11,497 $1.07M 0.4% -2,089 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,094 shares; 2024Q4: 1,027 shares; 2025Q1: 1,295 shares; 2025Q2: 1,465 shares; 2025Q3: 1,471 shares; 2025Q4: 1,395 shares; 2026Q1: 1,086 shares 1,086 $1.06M 0.4% -309 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,343 shares; 2024Q4: 1,130 shares; 2025Q1: 1,411 shares; 2025Q2: 1,301 shares; 2025Q3: 1,343 shares; 2025Q4: 1,371 shares; 2026Q1: 1,068 shares 1,068 $1.06M 0.4% -303 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,189 shares; 2024Q4: 1,084 shares; 2025Q1: 1,576 shares; 2025Q2: 1,347 shares; 2025Q3: 1,406 shares; 2025Q4: 7,819 shares; 2026Q1: 10,116 shares 10,116 $1.06M 0.4% +2,297 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,134 shares; 2024Q4: 9,666 shares; 2025Q1: 11,380 shares; 2025Q2: 11,654 shares; 2025Q3: 10,682 shares; 2025Q4: 9,217 shares; 2026Q1: 8,007 shares 8,007 $1.05M 0.4% -1,210 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: not reported; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 6,839 shares; 2026Q1: 6,206 shares 6,206 $1.05M 0.4% -633 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,360 shares; 2024Q4: 14,978 shares; 2025Q1: 19,652 shares; 2025Q2: 17,847 shares; 2025Q3: 18,254 shares; 2025Q4: 18,493 shares; 2026Q1: 23,054 shares 23,054 $1.04M 0.39% +4,561 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,995 shares; 2026Q1: 6,511 shares 6,511 $1.04M 0.39% -484 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,253 shares; 2025Q3: 2,329 shares; 2025Q4: 2,368 shares; 2026Q1: 2,141 shares 2,141 $956K 0.36% -227 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,793 shares; 2024Q4: 14,632 shares; 2025Q1: 16,147 shares; 2025Q2: 14,893 shares; 2025Q3: 15,506 shares; 2025Q4: 16,818 shares; 2026Q1: 15,142 shares 15,142 $951K 0.36% -1,676 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,884 shares; 2026Q1: 1,938 shares 1,938 $893K 0.34% +54 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,558 shares; 2025Q1: 2,076 shares; 2025Q2: 2,466 shares; 2025Q3: 2,438 shares; 2025Q4: 2,285 shares; 2026Q1: 2,239 shares 2,239 $888K 0.34% -46 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,382 shares; 2024Q4: 22,861 shares; 2025Q1: 17,398 shares; 2025Q2: 16,965 shares; 2025Q3: 17,917 shares; 2025Q4: 17,498 shares; 2026Q1: 16,787 shares 16,787 $836K 0.32% -711 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,017 shares; 2026Q1: 903 shares 903 $831K 0.31% -114 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 12,001 shares; 2025Q1: 11,944 shares; 2025Q2: 11,713 shares; 2025Q3: 11,963 shares; 2025Q4: 11,583 shares; 2026Q1: 13,132 shares 13,132 $824K 0.31% +1,549 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,295 shares; 2025Q3: 3,335 shares; 2025Q4: 3,720 shares; 2026Q1: 3,847 shares 3,847 $807K 0.31% +127 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,919 shares; 2024Q4: 27,730 shares; 2025Q1: 29,741 shares; 2025Q2: 32,036 shares; 2025Q3: 32,500 shares; 2025Q4: 26,683 shares; 2026Q1: 21,202 shares 21,202 $797K 0.3% -5,481 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares 3,868 $763K 0.29% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,312 shares; 2025Q4: 1,230 shares; 2026Q1: 2,047 shares 2,047 $735K 0.28% +817 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 534 shares 534 $705K 0.27% +99 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to 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: 29,684 shares; 2026Q1: 33,647 shares 33,647 $675K 0.26% +3,963 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to 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: 9,812 shares; 2026Q1: 8,180 shares 8,180 $659K 0.25% -1,632 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,531 shares; 2026Q1: 4,332 shares 4,332 $626K 0.24% -199 Timeline FEBT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 15,423 shares; 2025Q3: 17,513 shares; 2025Q4: 16,526 shares; 2026Q1: 16,050 shares 16,050 $601K 0.23% -476 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,201 shares; 2025Q1: 22,221 shares; 2025Q2: 21,868 shares; 2025Q3: 24,462 shares; 2025Q4: 23,649 shares; 2026Q1: 22,751 shares 22,751 $598K 0.23% -898 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: 4,130 shares; 2024Q4: 4,261 shares; 2025Q1: 4,212 shares; 2025Q2: 4,117 shares; 2025Q3: 4,144 shares; 2025Q4: 4,102 shares; 2026Q1: 3,457 shares 3,457 $586K 0.22% -645 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,842 shares; 2025Q2: 20,818 shares; 2025Q3: 20,720 shares; 2025Q4: 20,192 shares; 2026Q1: 19,382 shares 19,382 $566K 0.21% -810 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,873 shares; 2026Q1: 7,696 shares 7,696 $563K 0.21% -1,177 Timeline DCRE 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: 21,632 shares; 2024Q4: 17,656 shares; 2025Q1: 11,444 shares; 2025Q2: 11,149 shares; 2025Q3: 11,376 shares; 2025Q4: 11,108 shares; 2026Q1: 10,699 shares 10,699 $556K 0.21% -409 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,164 shares; 2025Q4: 16,924 shares; 2026Q1: 15,741 shares 15,741 $528K 0.2% -1,183 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,140 shares; 2026Q1: 4,582 shares 4,582 $520K 0.2% -558 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,325 shares; 2025Q4: 3,926 shares; 2026Q1: 3,869 shares 3,869 $507K 0.19% -57 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 340 shares; 2025Q4: 345 shares; 2026Q1: 775 shares 775 $506K 0.19% +430 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,516 shares; 2026Q1: 1,308 shares 1,308 $497K 0.19% -208 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,643 shares; 2025Q4: 7,736 shares; 2026Q1: 7,448 shares 7,448 $491K 0.19% -288 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,477 shares; 2026Q1: 7,341 shares 7,341 $481K 0.18% -136 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: 4,311 shares; 2024Q4: 4,173 shares; 2025Q1: 3,589 shares; 2025Q2: 3,501 shares; 2025Q3: 3,110 shares; 2025Q4: 2,565 shares; 2026Q1: 2,460 shares 2,460 $474K 0.18% -105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,007 shares; 2025Q3: 2,239 shares; 2025Q4: 2,265 shares; 2026Q1: 2,283 shares 2,283 $473K 0.18% +18 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 1,632 shares; 2025Q1: 1,500 shares; 2025Q2: 1,487 shares; 2025Q3: 1,516 shares; 2025Q4: 1,489 shares; 2026Q1: 1,329 shares 1,329 $468K 0.18% -160 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,069 shares; 2026Q1: 1,796 shares 1,796 $467K 0.18% -273 Timeline JMST 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: 4,979 shares; 2025Q4: 6,142 shares; 2026Q1: 9,085 shares 9,085 $463K 0.18% +2,943 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,404 shares; 2026Q1: 3,758 shares 3,758 $460K 0.17% +354 Timeline DDTL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,512 shares; 2025Q4: 22,368 shares; 2026Q1: 22,031 shares 22,031 $456K 0.17% -337 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: 2,474 shares; 2024Q4: 2,651 shares; 2025Q1: 2,266 shares; 2025Q2: 2,246 shares; 2025Q3: 2,280 shares; 2025Q4: 2,098 shares; 2026Q1: 2,073 shares 2,073 $451K 0.17% -25 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,318 shares; 2026Q1: 5,776 shares 5,776 $448K 0.17% -542 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,607 shares; 2025Q2: 31,109 shares; 2025Q3: 2,667 shares; 2025Q4: 2,613 shares; 2026Q1: 3,818 shares 3,818 $447K 0.17% +1,205 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,736 shares; 2025Q4: 9,642 shares; 2026Q1: 8,321 shares 8,321 $433K 0.16% -1,321 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,775 shares; 2026Q1: 19,222 shares 19,222 $432K 0.16% +1,447 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,154 shares; 2025Q4: 2,577 shares; 2026Q1: 2,203 shares 2,203 $428K 0.16% -374 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,524 shares; 2025Q4: 4,237 shares; 2026Q1: 4,358 shares 4,358 $426K 0.16% +121 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,039 shares 10,039 $424K 0.16% new Timeline NAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,611 shares; 2025Q4: 14,842 shares; 2026Q1: 14,602 shares 14,602 $423K 0.16% -240 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,377 shares; 2025Q4: 4,432 shares; 2026Q1: 4,327 shares 4,327 $417K 0.16% -105 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,241 shares; 2025Q4: 5,128 shares; 2026Q1: 5,185 shares 5,185 $413K 0.16% +57 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,965 shares; 2026Q1: 4,154 shares 4,154 $409K 0.15% -811 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,587 shares; 2026Q1: 3,171 shares 3,171 $408K 0.15% +584 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,487 shares; 2024Q4: 4,416 shares; 2025Q1: 4,528 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,088 shares; 2026Q1: 8,660 shares 8,660 $402K 0.15% -428 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,707 shares; 2026Q1: 9,723 shares 9,723 $401K 0.15% +16 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,385 shares; 2025Q4: 1,453 shares; 2026Q1: 1,607 shares 1,607 $390K 0.15% +154 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: 1,260 shares; 2024Q4: 1,219 shares; 2025Q1: 1,308 shares; 2025Q2: 1,195 shares; 2025Q3: 1,176 shares; 2025Q4: 1,227 shares; 2026Q1: 1,183 shares 1,183 $389K 0.15% -44 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY 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: 5,619 shares 5,619 $371K 0.14% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 246 shares 246 $362K 0.14% -107 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: 3,074 shares 3,074 $357K 0.14% +964 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,649 shares 3,649 $339K 0.13% new Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL 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: 2,342 shares 2,342 $339K 0.13% new Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,914 shares 3,914 $337K 0.13% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares 1,836 $318K 0.12% new Timeline JD JD.COM INC More: the full row for JD.COM 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: 10,500 shares 10,500 $310K 0.12% new Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,520 shares; 2025Q3: 9,837 shares; 2025Q4: 9,407 shares; 2026Q1: 9,277 shares 9,277 $304K 0.12% -130 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 6,679 shares; 2025Q3: 7,502 shares; 2025Q4: 7,070 shares; 2026Q1: 6,906 shares 6,906 $304K 0.11% -164 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,899 shares 9,899 $302K 0.11% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,108 shares; 2026Q1: 5,093 shares 5,093 $302K 0.11% +985 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 597 shares 597 $296K 0.11% new Timeline SKM SK TELECOM CO LTD More: the full row for SK TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,996 shares 9,996 $293K 0.11% new Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,014 shares 3,014 $286K 0.11% new Timeline DSI 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: 2,262 shares; 2024Q4: 2,262 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,352 shares 2,352 $285K 0.11% +52 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,917 shares 18,917 $284K 0.11% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 931 shares; 2026Q1: 984 shares 984 $283K 0.11% +53 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 437 shares; 2026Q1: 486 shares 486 $281K 0.11% +49 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,722 shares 2,722 $280K 0.11% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,795 shares; 2025Q3: 5,156 shares; 2025Q4: 5,513 shares; 2026Q1: 5,609 shares 5,609 $279K 0.11% +96 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,828 shares 1,828 $279K 0.11% new Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 964 shares 964 $276K 0.1% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,230 shares 3,230 $273K 0.1% new Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,990 shares 1,990 $273K 0.1% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,981 shares 6,981 $273K 0.1% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,333 shares 1,333 $273K 0.1% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to 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: 1,680 shares 1,680 $272K 0.1% new Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to 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: 2,997 shares 2,997 $272K 0.1% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,283 shares 3,283 $271K 0.1% new Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,770 shares 3,770 $270K 0.1% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,286 shares 1,286 $269K 0.1% new Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU Quarterly shares; oldest to 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: 2,013 shares 2,013 $269K 0.1% new Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,871 shares; 2025Q1: not reported; 2025Q2: 1,514 shares; 2025Q3: 2,003 shares; 2025Q4: 2,141 shares; 2026Q1: 2,206 shares 2,206 $266K 0.1% +65 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,650 shares 2,650 $264K 0.1% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,690 shares 17,690 $264K 0.1% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares 776 $262K 0.1% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,001 shares 52,001 $262K 0.1% new Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,170 shares 9,170 $261K 0.1% new Timeline CRPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,991 shares; 2025Q1: 11,344 shares; 2025Q2: 14,006 shares; 2025Q3: 18,587 shares; 2025Q4: 20,072 shares; 2026Q1: 22,335 shares 22,335 $260K 0.1% +2,263 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,211 shares 15,211 $258K 0.1% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,831 shares 9,831 $256K 0.1% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,490 shares 2,490 $254K 0.1% new Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,596 shares 2,596 $253K 0.1% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS 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: not reported; 2026Q1: 911 shares 911 $252K 0.1% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,701 shares 31,701 $250K 0.09% new Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,322 shares 8,322 $250K 0.09% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 12,634 shares 12,634 $250K 0.09% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,858 shares; 2025Q4: 4,101 shares; 2026Q1: 3,980 shares 3,980 $246K 0.09% -121 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,239 shares 5,239 $244K 0.09% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP 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: 5,454 shares 5,454 $244K 0.09% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,304 shares 2,304 $242K 0.09% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to 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: 4,076 shares 4,076 $242K 0.09% new Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,050 shares 6,050 $240K 0.09% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,333 shares 11,333 $240K 0.09% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares 2,602 $240K 0.09% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,052 shares 30,052 $239K 0.09% new Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,982 shares 7,982 $238K 0.09% new Timeline CNR CORE NATURAL RESOURCES INC More: the full row for CORE NATURAL RESOURCES 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: 2,264 shares 2,264 $237K 0.09% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 762 shares 762 $232K 0.09% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 441 shares 441 $231K 0.09% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,037 shares 4,037 $230K 0.09% new Timeline IGTR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,211 shares; 2024Q4: 109,301 shares; 2025Q1: 91,182 shares; 2025Q2: 88,140 shares; 2025Q3: 71,107 shares; 2025Q4: 69,387 shares; 2026Q1: 8,061 shares 8,061 $229K 0.09% -61,326 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,094 shares 1,094 $228K 0.09% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,814 shares 1,814 $228K 0.09% new Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,180 shares 6,180 $226K 0.09% new Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 2,573 shares 2,573 $225K 0.09% new 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: 1,987 shares; 2025Q4: 2,134 shares; 2026Q1: 2,086 shares 2,086 $224K 0.08% -48 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS 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: 20,560 shares 20,560 $216K 0.08% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,860 shares 1,860 $216K 0.08% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,946 shares 1,946 $214K 0.08% new Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,978 shares; 2025Q4: 3,182 shares; 2026Q1: 3,097 shares 3,097 $213K 0.08% -85 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,021 shares 6,021 $212K 0.08% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares 962 $208K 0.08% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,138 shares 3,138 $203K 0.08% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,015 shares 1,015 $200K 0.08% new Timeline