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 loaded; 2024Q4: not loaded; 2025Q1: 132,168 shares; 2025Q2: 154,664 shares; 2025Q3: 176,946 shares; 2025Q4: 194,530 shares; 2026Q1: 218,425 shares 218,425 $143M 15.61% +23,895 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 loaded; 2024Q4: not loaded; 2025Q1: 402,926 shares; 2025Q2: 460,285 shares; 2025Q3: 517,611 shares; 2025Q4: 565,860 shares; 2026Q1: 605,425 shares 605,425 $67.3M 7.37% +39,565 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 104,928 shares; 2025Q2: 252,082 shares; 2025Q3: 265,103 shares; 2025Q4: 270,295 shares; 2026Q1: 304,322 shares 304,322 $30.2M 3.31% +34,027 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: not loaded; 2024Q4: not loaded; 2025Q1: 296,975 shares; 2025Q2: 332,807 shares; 2025Q3: 375,530 shares; 2025Q4: 407,935 shares; 2026Q1: 437,313 shares 437,313 $29.5M 3.23% +29,378 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,133 shares; 2025Q2: 76,709 shares; 2025Q3: 72,590 shares; 2025Q4: 71,061 shares; 2026Q1: 68,958 shares 68,958 $29.4M 3.22% -2,103 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: not loaded; 2024Q4: not loaded; 2025Q1: 132,729 shares; 2025Q2: 120,319 shares; 2025Q3: 98,314 shares; 2025Q4: 88,325 shares; 2026Q1: 79,782 shares 79,782 $25.6M 2.8% -8,543 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 loaded; 2024Q4: not loaded; 2025Q1: 271,238 shares; 2025Q2: 277,860 shares; 2025Q3: 270,761 shares; 2025Q4: 270,952 shares; 2026Q1: 269,907 shares 269,907 $22.9M 2.51% -1,045 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: not loaded; 2024Q4: not loaded; 2025Q1: 30,702 shares; 2025Q2: 35,434 shares; 2025Q3: 36,611 shares; 2025Q4: 36,879 shares; 2026Q1: 35,189 shares 35,189 $21M 2.3% -1,690 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 47,518 shares; 2025Q2: 159,520 shares; 2025Q3: 156,250 shares; 2025Q4: 153,132 shares; 2026Q1: 151,331 shares 151,331 $18.8M 2.06% -1,801 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: not loaded; 2024Q4: not loaded; 2025Q1: 167,516 shares; 2025Q2: 178,625 shares; 2025Q3: 191,116 shares; 2025Q4: 208,241 shares; 2026Q1: 204,067 shares 204,067 $18.5M 2.02% -4,174 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 176,256 shares; 2025Q2: 201,730 shares; 2025Q3: 213,173 shares; 2025Q4: 222,649 shares; 2026Q1: 217,835 shares 217,835 $17.6M 1.92% -4,814 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 377,350 shares; 2025Q2: 346,785 shares; 2025Q3: 339,724 shares; 2025Q4: 325,717 shares; 2026Q1: 226,212 shares 226,212 $15.4M 1.69% -99,505 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 127,173 shares; 2025Q2: 150,280 shares; 2025Q3: 187,526 shares; 2025Q4: 234,059 shares; 2026Q1: 304,457 shares 304,457 $15.1M 1.65% +70,398 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 loaded; 2024Q4: not loaded; 2025Q1: 29,725 shares; 2025Q2: 29,374 shares; 2025Q3: 26,958 shares; 2025Q4: 25,891 shares; 2026Q1: 25,451 shares 25,451 $14.7M 1.61% -440 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 86,080 shares; 2025Q2: 96,848 shares; 2025Q3: 105,388 shares; 2025Q4: 112,536 shares; 2026Q1: 117,036 shares 117,036 $12.9M 1.41% +4,500 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: not loaded; 2024Q4: not loaded; 2025Q1: 105,809 shares; 2025Q2: 110,177 shares; 2025Q3: 93,587 shares; 2025Q4: 92,232 shares; 2026Q1: 92,446 shares 92,446 $11.5M 1.26% +214 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: not loaded; 2024Q4: not loaded; 2025Q1: 47,853 shares; 2025Q2: 46,423 shares; 2025Q3: 43,880 shares; 2025Q4: 82,231 shares; 2026Q1: 80,648 shares 80,648 $10.7M 1.17% -1,583 Timeline DFIV 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 203,429 shares; 2025Q3: 199,430 shares; 2025Q4: 196,866 shares; 2026Q1: 193,928 shares 193,928 $10.2M 1.12% -2,938 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: not loaded; 2024Q4: not loaded; 2025Q1: 35,486 shares; 2025Q2: 35,668 shares; 2025Q3: 29,698 shares; 2025Q4: 28,477 shares; 2026Q1: 28,210 shares 28,210 $8.09M 0.89% -267 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 49,563 shares; 2025Q2: 46,626 shares; 2025Q3: 39,155 shares; 2025Q4: 31,225 shares; 2026Q1: 26,699 shares 26,699 $7.67M 0.84% -4,526 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: not loaded; 2024Q4: not loaded; 2025Q1: 96,259 shares; 2025Q2: 100,848 shares; 2025Q3: 19,279 shares; 2025Q4: 18,830 shares; 2026Q1: 20,641 shares 20,641 $7.64M 0.84% +1,811 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: not loaded; 2024Q4: not loaded; 2025Q1: 20,348 shares; 2025Q2: 17,985 shares; 2025Q3: 14,520 shares; 2025Q4: 13,245 shares; 2026Q1: 11,262 shares 11,262 $7.32M 0.8% -1,983 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: not loaded; 2024Q4: not loaded; 2025Q1: 26,645 shares; 2025Q2: 26,928 shares; 2025Q3: 23,937 shares; 2025Q4: 23,380 shares; 2026Q1: 23,814 shares 23,814 $7.01M 0.77% +434 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,877 shares; 2025Q2: 58,966 shares; 2025Q3: 65,308 shares; 2025Q4: 69,362 shares; 2026Q1: 66,242 shares 66,242 $6.61M 0.72% -3,120 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: not loaded; 2024Q4: not loaded; 2025Q1: 59,069 shares; 2025Q2: 63,310 shares; 2025Q3: 23,258 shares; 2025Q4: 24,508 shares; 2026Q1: 25,532 shares 25,532 $6.48M 0.71% +1,024 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,400 shares; 2025Q2: 43,416 shares; 2025Q3: 36,382 shares; 2025Q4: 60,927 shares; 2026Q1: 61,545 shares 61,545 $6.2M 0.68% +618 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: not loaded; 2024Q4: not loaded; 2025Q1: 29,779 shares; 2025Q2: 29,798 shares; 2025Q3: 24,548 shares; 2025Q4: 18,709 shares; 2026Q1: 19,411 shares 19,411 $6.01M 0.66% +702 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: not loaded; 2024Q4: not loaded; 2025Q1: 30,284 shares; 2025Q2: 32,213 shares; 2025Q3: 26,573 shares; 2025Q4: 27,330 shares; 2026Q1: 28,288 shares 28,288 $5.89M 0.64% +958 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: not loaded; 2024Q4: not loaded; 2025Q1: 26,803 shares; 2025Q2: 29,872 shares; 2025Q3: 27,932 shares; 2025Q4: 27,144 shares; 2026Q1: 27,466 shares 27,466 $5.8M 0.63% +322 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 131,283 shares; 2025Q2: 122,830 shares; 2025Q3: 127,152 shares; 2025Q4: 124,453 shares; 2026Q1: 115,490 shares 115,490 $5.76M 0.63% -8,963 Timeline BUFF 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 10,247 shares; 2025Q3: 8,520 shares; 2025Q4: 10,123 shares; 2026Q1: 114,349 shares 114,349 $5.65M 0.62% +104,226 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 138,550 shares 138,550 $5.51M 0.6% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,053 shares; 2025Q2: 12,408 shares; 2025Q3: 12,312 shares; 2025Q4: 12,184 shares; 2026Q1: 11,924 shares 11,924 $5.13M 0.56% -260 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 22,973 shares; 2025Q2: 24,409 shares; 2025Q3: 21,857 shares; 2025Q4: 20,405 shares; 2026Q1: 20,653 shares 20,653 $5.04M 0.55% +248 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: not loaded; 2024Q4: not loaded; 2025Q1: 15,412 shares; 2025Q2: 16,909 shares; 2025Q3: 14,025 shares; 2025Q4: 14,659 shares; 2026Q1: 15,215 shares 15,215 $5M 0.55% +556 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 52,221 shares; 2025Q2: 53,095 shares; 2025Q3: 52,139 shares; 2025Q4: 52,197 shares; 2026Q1: 50,838 shares 50,838 $4.71M 0.52% -1,359 Timeline NEAR 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 loaded; 2024Q4: not loaded; 2025Q1: 90,518 shares; 2025Q2: 90,742 shares; 2025Q3: 89,796 shares; 2025Q4: 90,365 shares; 2026Q1: 91,073 shares 91,073 $4.63M 0.51% +708 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: not loaded; 2024Q4: not loaded; 2025Q1: 20,676 shares; 2025Q2: 20,522 shares; 2025Q3: 20,069 shares; 2025Q4: 18,723 shares; 2026Q1: 18,857 shares 18,857 $4.61M 0.5% +134 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,678 shares; 2025Q2: 11,010 shares; 2025Q3: 10,025 shares; 2025Q4: 10,287 shares; 2026Q1: 10,102 shares 10,102 $4.41M 0.48% -185 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 40,670 shares; 2025Q2: 39,130 shares; 2025Q3: 36,781 shares; 2025Q4: 33,184 shares; 2026Q1: 33,157 shares 33,157 $4.34M 0.48% -27 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 77,391 shares; 2025Q2: 84,224 shares; 2025Q3: 85,216 shares; 2025Q4: 85,115 shares; 2026Q1: 85,823 shares 85,823 $4.32M 0.47% +708 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 63,039 shares; 2025Q2: 64,852 shares; 2025Q3: 60,327 shares; 2025Q4: 54,144 shares; 2026Q1: 53,847 shares 53,847 $4.15M 0.45% -297 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 56,699 shares; 2025Q2: 62,683 shares; 2025Q3: 63,227 shares; 2025Q4: 67,137 shares; 2026Q1: 59,150 shares 59,150 $4.13M 0.45% -7,987 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: not loaded; 2024Q4: not loaded; 2025Q1: 182,642 shares; 2025Q2: 180,215 shares; 2025Q3: 158,322 shares; 2025Q4: 140,446 shares; 2026Q1: 133,767 shares 133,767 $4.1M 0.45% -6,679 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: not loaded; 2024Q4: not loaded; 2025Q1: 74,847 shares; 2025Q2: 72,441 shares; 2025Q3: 74,028 shares; 2025Q4: 83,086 shares; 2026Q1: 81,147 shares 81,147 $4.07M 0.45% -1,939 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,977 shares; 2025Q2: 11,991 shares; 2025Q3: 11,723 shares; 2025Q4: 13,390 shares; 2026Q1: 13,532 shares 13,532 $3.93M 0.43% +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: not loaded; 2024Q4: not loaded; 2025Q1: 7,212 shares; 2025Q2: 10,360 shares; 2025Q3: 11,486 shares; 2025Q4: 13,368 shares; 2026Q1: 14,427 shares 14,427 $3.9M 0.43% +1,059 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,636 shares; 2025Q2: 10,787 shares; 2025Q3: 11,045 shares; 2025Q4: 11,714 shares; 2026Q1: 11,925 shares 11,925 $3.89M 0.43% +211 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 loaded; 2024Q4: not loaded; 2025Q1: 7,482 shares; 2025Q2: 7,431 shares; 2025Q3: 7,426 shares; 2025Q4: 8,860 shares; 2026Q1: 8,950 shares 8,950 $3.88M 0.42% +90 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,178 shares; 2025Q2: 12,027 shares; 2025Q3: 11,973 shares; 2025Q4: 12,924 shares; 2026Q1: 13,060 shares 13,060 $3.86M 0.42% +136 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 loaded; 2024Q4: not loaded; 2025Q1: 12,668 shares; 2025Q2: 14,225 shares; 2025Q3: 13,560 shares; 2025Q4: 11,902 shares; 2026Q1: 12,001 shares 12,001 $3.82M 0.42% +99 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,554 shares; 2025Q2: 11,577 shares; 2025Q3: 10,852 shares; 2025Q4: 10,419 shares; 2026Q1: 10,543 shares 10,543 $3.77M 0.41% +124 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,738 shares; 2025Q2: 5,589 shares; 2025Q3: 5,390 shares; 2025Q4: 5,094 shares; 2026Q1: 4,989 shares 4,989 $3.63M 0.4% -105 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,144 shares; 2025Q2: 13,389 shares; 2025Q3: 13,422 shares; 2025Q4: 14,423 shares; 2026Q1: 14,619 shares 14,619 $3.55M 0.39% +196 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,548 shares; 2025Q2: 15,532 shares; 2025Q3: 15,375 shares; 2025Q4: 17,887 shares; 2026Q1: 18,003 shares 18,003 $3.53M 0.39% +116 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 17,062 shares; 2025Q2: 17,425 shares; 2025Q3: 16,334 shares; 2025Q4: 16,986 shares; 2026Q1: 16,507 shares 16,507 $3.53M 0.39% -479 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: not loaded; 2024Q4: not loaded; 2025Q1: 34,548 shares; 2025Q2: 37,725 shares; 2025Q3: 37,116 shares; 2025Q4: 37,014 shares; 2026Q1: 37,535 shares 37,535 $3.49M 0.38% +521 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,115 shares; 2025Q2: 13,723 shares; 2025Q3: 14,276 shares; 2025Q4: 14,887 shares; 2026Q1: 15,515 shares 15,515 $3.37M 0.37% +628 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 loaded; 2024Q4: not loaded; 2025Q1: 67,324 shares; 2025Q2: 68,640 shares; 2025Q3: 65,856 shares; 2025Q4: 61,432 shares; 2026Q1: 31,392 shares 31,392 $3.33M 0.36% -30,040 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 loaded; 2024Q4: not loaded; 2025Q1: 22,010 shares; 2025Q2: 23,358 shares; 2025Q3: 14,224 shares; 2025Q4: 13,442 shares; 2026Q1: 11,029 shares 11,029 $3.17M 0.35% -2,413 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,698 shares; 2025Q2: 8,180 shares; 2025Q3: 6,885 shares; 2025Q4: 6,672 shares; 2026Q1: 6,660 shares 6,660 $3.15M 0.34% -12 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 67,422 shares; 2025Q2: 66,568 shares; 2025Q3: 66,323 shares; 2025Q4: 63,456 shares; 2026Q1: 64,140 shares 64,140 $3.13M 0.34% +684 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,010 shares; 2026Q1: 27,034 shares 27,034 $3.04M 0.33% +1,024 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: not loaded; 2024Q4: not loaded; 2025Q1: 78,968 shares; 2025Q2: 83,287 shares; 2025Q3: 87,065 shares; 2025Q4: 102,523 shares; 2026Q1: 104,881 shares 104,881 $3.01M 0.33% +2,358 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,127 shares; 2025Q2: 7,082 shares; 2025Q3: 6,098 shares; 2025Q4: 6,073 shares; 2026Q1: 6,282 shares 6,282 $3.01M 0.33% +209 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,082 shares; 2025Q2: 21,965 shares; 2025Q3: 20,659 shares; 2025Q4: 20,031 shares; 2026Q1: 19,070 shares 19,070 $2.96M 0.32% -961 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,910 shares; 2025Q3: 6,926 shares; 2025Q4: 5,388 shares; 2026Q1: 5,485 shares 5,485 $2.95M 0.32% +97 Timeline DYNF 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 loaded; 2024Q4: not loaded; 2025Q1: 16,663 shares; 2025Q2: 29,004 shares; 2025Q3: 43,870 shares; 2025Q4: 47,748 shares; 2026Q1: 49,588 shares 49,588 $2.89M 0.32% +1,840 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: not loaded; 2024Q4: not loaded; 2025Q1: 33,265 shares; 2025Q2: 32,760 shares; 2025Q3: 33,059 shares; 2025Q4: 32,306 shares; 2026Q1: 33,034 shares 33,034 $2.86M 0.31% +728 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: not loaded; 2024Q4: not loaded; 2025Q1: 30,777 shares; 2025Q2: 30,325 shares; 2025Q3: 28,967 shares; 2025Q4: 27,913 shares; 2026Q1: 26,971 shares 26,971 $2.76M 0.3% -942 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,364 shares; 2025Q2: 42,731 shares; 2025Q3: 42,284 shares; 2025Q4: 41,552 shares; 2026Q1: 42,882 shares 42,882 $2.75M 0.3% +1,330 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 33,357 shares; 2025Q2: 33,083 shares; 2025Q3: 33,641 shares; 2025Q4: 33,649 shares; 2026Q1: 34,036 shares 34,036 $2.63M 0.29% +387 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 loaded; 2024Q4: not loaded; 2025Q1: 17,065 shares; 2025Q2: 16,250 shares; 2025Q3: 15,465 shares; 2025Q4: 16,100 shares; 2026Q1: 16,160 shares 16,160 $2.58M 0.28% +60 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,250 shares; 2025Q2: 4,180 shares; 2025Q3: 4,051 shares; 2025Q4: 4,346 shares; 2026Q1: 4,326 shares 4,326 $2.47M 0.27% -20 Timeline IMCG 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 loaded; 2024Q4: not loaded; 2025Q1: 39,789 shares; 2025Q2: 39,091 shares; 2025Q3: 35,105 shares; 2025Q4: 32,325 shares; 2026Q1: 31,182 shares 31,182 $2.46M 0.27% -1,143 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,972 shares; 2025Q2: 11,823 shares; 2025Q3: 11,424 shares; 2025Q4: 12,521 shares; 2026Q1: 12,128 shares 12,128 $2.4M 0.26% -393 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: not loaded; 2024Q4: not loaded; 2025Q1: 12,169 shares; 2025Q2: 18,689 shares; 2025Q3: 9,876 shares; 2025Q4: 12,955 shares; 2026Q1: 13,704 shares 13,704 $2.39M 0.26% +749 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,325 shares; 2025Q3: 3,208 shares; 2025Q4: 3,465 shares; 2026Q1: 2,729 shares 2,729 $2.38M 0.26% -736 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: not loaded; 2024Q4: not loaded; 2025Q1: 18,843 shares; 2025Q2: 20,533 shares; 2025Q3: 13,012 shares; 2025Q4: 13,830 shares; 2026Q1: 13,255 shares 13,255 $2.25M 0.25% -575 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 loaded; 2024Q4: not loaded; 2025Q1: 11,247 shares; 2025Q2: 10,506 shares; 2025Q3: 9,641 shares; 2025Q4: 9,680 shares; 2026Q1: 9,164 shares 9,164 $2.2M 0.24% -516 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,448 shares; 2025Q2: 15,404 shares; 2025Q3: 15,270 shares; 2025Q4: 15,174 shares; 2026Q1: 15,077 shares 15,077 $2.14M 0.23% -97 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,988 shares; 2025Q2: 6,400 shares; 2025Q3: 6,094 shares; 2025Q4: 6,279 shares; 2026Q1: 7,061 shares 7,061 $2.13M 0.23% +782 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 loaded; 2024Q4: not loaded; 2025Q1: 9,255 shares; 2025Q2: 9,016 shares; 2025Q3: 8,851 shares; 2025Q4: 9,110 shares; 2026Q1: 10,189 shares 10,189 $2.11M 0.23% +1,079 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 35,307 shares; 2025Q2: 37,341 shares; 2025Q3: 37,404 shares; 2025Q4: 41,555 shares; 2026Q1: 44,554 shares 44,554 $2.09M 0.23% +2,999 Timeline IMCV 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 loaded; 2024Q4: not loaded; 2025Q1: 25,602 shares; 2025Q2: 25,541 shares; 2025Q3: 25,146 shares; 2025Q4: 24,778 shares; 2026Q1: 24,638 shares 24,638 $2.09M 0.23% -140 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 loaded; 2024Q4: not loaded; 2025Q1: 4,518 shares; 2025Q2: 4,656 shares; 2025Q3: not reported; 2025Q4: 23,741 shares; 2026Q1: 25,376 shares 25,376 $2.02M 0.22% +1,635 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: not loaded; 2024Q4: not loaded; 2025Q1: 11,597 shares; 2025Q2: 14,069 shares; 2025Q3: 12,971 shares; 2025Q4: 13,538 shares; 2026Q1: 9,840 shares 9,840 $2M 0.22% -3,698 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,382 shares; 2025Q2: 3,404 shares; 2025Q3: 3,226 shares; 2025Q4: 3,327 shares; 2026Q1: 4,624 shares 4,624 $1.97M 0.22% +1,297 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,604 shares; 2025Q3: 19,553 shares; 2025Q4: 20,348 shares; 2026Q1: 15,415 shares 15,415 $1.95M 0.21% -4,933 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,608 shares; 2025Q2: 4,258 shares; 2025Q3: 4,100 shares; 2025Q4: 3,261 shares; 2026Q1: 3,157 shares 3,157 $1.95M 0.21% -104 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 loaded; 2024Q4: not loaded; 2025Q1: 51,956 shares; 2025Q2: 49,839 shares; 2025Q3: 49,572 shares; 2025Q4: 49,580 shares; 2026Q1: 49,438 shares 49,438 $1.92M 0.21% -142 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 64,992 shares; 2025Q2: 55,858 shares; 2025Q3: 36,158 shares; 2025Q4: 30,103 shares; 2026Q1: 25,467 shares 25,467 $1.91M 0.21% -4,636 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,406 shares; 2025Q2: 20,597 shares; 2025Q3: 20,185 shares; 2025Q4: 21,674 shares; 2026Q1: 23,836 shares 23,836 $1.91M 0.21% +2,162 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: not loaded; 2024Q4: not loaded; 2025Q1: 7,011 shares; 2025Q2: 6,698 shares; 2025Q3: 7,970 shares; 2025Q4: 8,113 shares; 2026Q1: 10,153 shares 10,153 $1.9M 0.21% +2,040 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,130 shares; 2025Q2: 10,493 shares; 2025Q3: 10,143 shares; 2025Q4: 10,797 shares; 2026Q1: 10,950 shares 10,950 $1.87M 0.2% +153 Timeline DIVO 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 loaded; 2024Q4: not loaded; 2025Q1: 75,092 shares; 2025Q2: 67,570 shares; 2025Q3: 55,509 shares; 2025Q4: 49,203 shares; 2026Q1: 40,731 shares 40,731 $1.83M 0.2% -8,472 Timeline BUFB 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,287 shares; 2025Q3: 13,287 shares; 2025Q4: 13,111 shares; 2026Q1: 49,832 shares 49,832 $1.79M 0.2% +36,721 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,437 shares; 2025Q2: 7,238 shares; 2025Q3: 7,088 shares; 2025Q4: 7,206 shares; 2026Q1: 8,018 shares 8,018 $1.77M 0.19% +812 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,528 shares; 2025Q2: 4,200 shares; 2025Q3: 4,063 shares; 2025Q4: 4,164 shares; 2026Q1: 4,214 shares 4,214 $1.76M 0.19% +50 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: not loaded; 2024Q4: not loaded; 2025Q1: 9,486 shares; 2025Q2: 11,432 shares; 2025Q3: 13,684 shares; 2025Q4: 14,623 shares; 2026Q1: 15,217 shares 15,217 $1.72M 0.19% +594 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: not loaded; 2024Q4: not loaded; 2025Q1: 20,960 shares; 2025Q2: 19,120 shares; 2025Q3: 18,670 shares; 2025Q4: 21,047 shares; 2026Q1: 26,900 shares 26,900 $1.69M 0.18% +5,853 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,426 shares; 2025Q2: 4,985 shares; 2025Q3: 4,794 shares; 2025Q4: 4,940 shares; 2026Q1: 6,028 shares 6,028 $1.68M 0.18% +1,088 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 loaded; 2024Q4: not loaded; 2025Q1: 1,275 shares; 2025Q2: 3,084 shares; 2025Q3: 3,030 shares; 2025Q4: 3,161 shares; 2026Q1: 4,047 shares 4,047 $1.6M 0.18% +886 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 loaded; 2024Q4: not loaded; 2025Q1: 15,500 shares; 2025Q2: 10,306 shares; 2025Q3: 9,306 shares; 2025Q4: 9,157 shares; 2026Q1: 7,741 shares 7,741 $1.57M 0.17% -1,416 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,503 shares; 2025Q2: 30,858 shares; 2025Q3: 30,457 shares; 2025Q4: 34,676 shares; 2026Q1: 48,545 shares 48,545 $1.55M 0.17% +13,869 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,446 shares 5,446 $1.52M 0.17% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,020 shares; 2025Q2: 12,716 shares; 2025Q3: 11,753 shares; 2025Q4: 11,907 shares; 2026Q1: 10,710 shares 10,710 $1.51M 0.17% -1,197 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,855 shares; 2025Q2: 13,808 shares; 2025Q3: 11,994 shares; 2025Q4: 11,605 shares; 2026Q1: 10,587 shares 10,587 $1.51M 0.16% -1,018 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,089 shares; 2025Q2: 7,928 shares; 2025Q3: 7,697 shares; 2025Q4: 7,908 shares; 2026Q1: 7,656 shares 7,656 $1.51M 0.16% -252 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,551 shares; 2025Q2: 8,597 shares; 2025Q3: 7,490 shares; 2025Q4: 6,445 shares; 2026Q1: 5,998 shares 5,998 $1.49M 0.16% -447 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 27,172 shares; 2025Q2: 26,602 shares; 2025Q3: 25,767 shares; 2025Q4: 24,694 shares; 2026Q1: 24,591 shares 24,591 $1.48M 0.16% -103 Timeline ILCV 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 loaded; 2024Q4: not loaded; 2025Q1: 16,479 shares; 2025Q2: 16,480 shares; 2025Q3: 16,020 shares; 2025Q4: 15,911 shares; 2026Q1: 15,912 shares 15,912 $1.48M 0.16% +1 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 134,297 shares; 2025Q2: 126,740 shares; 2025Q3: 83,068 shares; 2025Q4: 36,968 shares; 2026Q1: 16,563 shares 16,563 $1.48M 0.16% -20,405 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: not loaded; 2024Q4: not loaded; 2025Q1: 52,542 shares; 2025Q2: 46,614 shares; 2025Q3: 36,370 shares; 2025Q4: 32,847 shares; 2026Q1: 30,561 shares 30,561 $1.48M 0.16% -2,286 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,656 shares; 2025Q2: 12,753 shares; 2025Q3: 14,735 shares; 2025Q4: 13,795 shares; 2026Q1: 18,948 shares 18,948 $1.45M 0.16% +5,153 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 13,946 shares; 2025Q3: 14,117 shares; 2025Q4: 14,235 shares; 2026Q1: 14,798 shares 14,798 $1.41M 0.15% +563 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: not loaded; 2024Q4: not loaded; 2025Q1: 134,086 shares; 2025Q2: 126,644 shares; 2025Q3: 84,270 shares; 2025Q4: 43,244 shares; 2026Q1: 19,004 shares 19,004 $1.4M 0.15% -24,240 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: not loaded; 2024Q4: not loaded; 2025Q1: 31,437 shares; 2025Q2: 27,592 shares; 2025Q3: 18,659 shares; 2025Q4: 16,140 shares; 2026Q1: 14,334 shares 14,334 $1.39M 0.15% -1,806 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,070 shares; 2025Q2: 23,014 shares; 2025Q3: 21,879 shares; 2025Q4: 23,297 shares; 2026Q1: 18,743 shares 18,743 $1.39M 0.15% -4,554 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,591 shares; 2025Q2: 14,207 shares; 2025Q3: 14,015 shares; 2025Q4: 14,015 shares; 2026Q1: 13,823 shares 13,823 $1.38M 0.15% -192 Timeline IYG 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 loaded; 2024Q4: not loaded; 2025Q1: 16,542 shares; 2025Q2: 16,501 shares; 2025Q3: 16,357 shares; 2025Q4: 16,292 shares; 2026Q1: 16,292 shares 16,292 $1.35M 0.15% 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,365 shares; 2025Q2: 8,318 shares; 2025Q3: 8,516 shares; 2025Q4: 6,608 shares; 2026Q1: 6,588 shares 6,588 $1.26M 0.14% -20 Timeline LGLV 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 loaded; 2024Q4: not loaded; 2025Q1: 14,541 shares; 2025Q2: 11,309 shares; 2025Q3: 9,567 shares; 2025Q4: 8,741 shares; 2026Q1: 6,996 shares 6,996 $1.25M 0.14% -1,745 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,997 shares; 2025Q2: 8,246 shares; 2025Q3: 6,041 shares; 2025Q4: 5,660 shares; 2026Q1: 6,219 shares 6,219 $1.2M 0.13% +559 Timeline THRO 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 24,693 shares; 2025Q4: 28,430 shares; 2026Q1: 32,138 shares 32,138 $1.16M 0.13% +3,708 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,580 shares; 2025Q2: 12,185 shares; 2025Q3: 10,815 shares; 2025Q4: 10,742 shares; 2026Q1: 10,203 shares 10,203 $1.14M 0.12% -539 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: not loaded; 2024Q4: not loaded; 2025Q1: 12,695 shares; 2025Q2: 13,744 shares; 2025Q3: 13,839 shares; 2025Q4: 13,866 shares; 2026Q1: 13,783 shares 13,783 $1.09M 0.12% -83 Timeline USHY 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 loaded; 2024Q4: not loaded; 2025Q1: 24,021 shares; 2025Q2: 28,491 shares; 2025Q3: 28,383 shares; 2025Q4: 28,345 shares; 2026Q1: 28,588 shares 28,588 $1.05M 0.12% +243 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 795,813 shares; 2025Q3: 794,849 shares; 2025Q4: 794,245 shares; 2026Q1: 37,731 shares 37,731 $1.04M 0.11% -756,514 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 907 shares; 2025Q2: 852 shares; 2025Q3: 591 shares; 2025Q4: 587 shares; 2026Q1: 583 shares 583 $1.01M 0.11% -4 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,616 shares; 2026Q1: 36,616 shares 36,616 $998K 0.11% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 156,766 shares; 2025Q2: 148,785 shares; 2025Q3: 100,492 shares; 2025Q4: 49,364 shares; 2026Q1: 21,202 shares 21,202 $997K 0.11% -28,162 Timeline ESML 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,351 shares; 2025Q3: 21,065 shares; 2025Q4: 21,062 shares; 2026Q1: 21,123 shares 21,123 $993K 0.11% +61 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 791 shares; 2025Q3: 560 shares; 2025Q4: 1,374 shares; 2026Q1: 1,371 shares 1,371 $971K 0.11% -3 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,989 shares; 2025Q2: 3,248 shares; 2025Q3: 3,071 shares; 2025Q4: 4,786 shares; 2026Q1: 4,879 shares 4,879 $936K 0.1% +93 Timeline XJH 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 20,394 shares; 2025Q3: 20,394 shares; 2025Q4: 20,394 shares; 2026Q1: 20,394 shares 20,394 $925K 0.1% 0 Timeline IUSB 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 loaded; 2024Q4: not loaded; 2025Q1: 17,626 shares; 2025Q2: 22,258 shares; 2025Q3: 21,195 shares; 2025Q4: 20,759 shares; 2026Q1: 18,795 shares 18,795 $868K 0.09% -1,964 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,422 shares; 2025Q2: 2,192 shares; 2025Q3: 1,786 shares; 2025Q4: 3,101 shares; 2026Q1: 2,291 shares 2,291 $852K 0.09% -810 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 14,126 shares; 2025Q2: 13,992 shares; 2025Q3: 3,454 shares; 2025Q4: 3,635 shares; 2026Q1: 3,957 shares 3,957 $831K 0.09% +322 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,442 shares; 2025Q2: 6,461 shares; 2025Q3: 6,328 shares; 2025Q4: 6,329 shares; 2026Q1: 6,329 shares 6,329 $831K 0.09% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,226 shares; 2025Q4: 19,226 shares; 2026Q1: 19,226 shares 19,226 $821K 0.09% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 130,696 shares; 2025Q2: 122,335 shares; 2025Q3: 80,760 shares; 2025Q4: 39,263 shares; 2026Q1: 17,470 shares 17,470 $798K 0.09% -21,793 Timeline CPAG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,879 shares; 2026Q1: 7,772 shares 7,772 $794K 0.09% +2,893 Timeline IAGG 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 loaded; 2024Q4: not loaded; 2025Q1: 10,473 shares; 2025Q2: 13,321 shares; 2025Q3: 13,765 shares; 2025Q4: 14,210 shares; 2026Q1: 15,828 shares 15,828 $792K 0.09% +1,618 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: not loaded; 2024Q4: not loaded; 2025Q1: 16,392 shares; 2025Q2: 15,031 shares; 2025Q3: 14,596 shares; 2025Q4: 15,457 shares; 2026Q1: 15,586 shares 15,586 $789K 0.09% +129 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: not loaded; 2024Q4: not loaded; 2025Q1: 19,356 shares; 2025Q2: 16,616 shares; 2025Q3: 10,650 shares; 2025Q4: 8,656 shares; 2026Q1: 7,584 shares 7,584 $733K 0.08% -1,072 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,985 shares; 2025Q2: 17,685 shares; 2025Q3: 14,898 shares; 2025Q4: 13,460 shares; 2026Q1: 15,011 shares 15,011 $732K 0.08% +1,551 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: not loaded; 2024Q4: not loaded; 2025Q1: 382 shares; 2025Q2: 644 shares; 2025Q3: 655 shares; 2025Q4: 669 shares; 2026Q1: 719 shares 719 $717K 0.08% +50 Timeline HYMB 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 loaded; 2024Q4: not loaded; 2025Q1: 30,405 shares; 2025Q2: 29,143 shares; 2025Q3: 30,819 shares; 2025Q4: 30,345 shares; 2026Q1: 28,455 shares 28,455 $706K 0.08% -1,890 Timeline BOCT 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,681 shares; 2025Q4: 14,681 shares; 2026Q1: 14,681 shares 14,681 $704K 0.08% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,409 shares; 2025Q2: 6,755 shares; 2025Q3: 6,937 shares; 2025Q4: 7,694 shares; 2026Q1: 7,298 shares 7,298 $697K 0.08% -396 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: not loaded; 2024Q4: not loaded; 2025Q1: 8,261 shares; 2025Q2: 11,935 shares; 2025Q3: 11,956 shares; 2025Q4: 11,938 shares; 2026Q1: 18,258 shares 18,258 $686K 0.08% +6,320 Timeline EYLD 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 loaded; 2024Q4: not loaded; 2025Q1: 56,799 shares; 2025Q2: 48,661 shares; 2025Q3: 35,946 shares; 2025Q4: 26,743 shares; 2026Q1: 16,536 shares 16,536 $685K 0.07% -10,207 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,919 shares; 2025Q2: 3,461 shares; 2025Q3: 3,226 shares; 2025Q4: 3,179 shares; 2026Q1: 3,166 shares 3,166 $681K 0.07% -13 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 82,862 shares; 2025Q2: 73,286 shares; 2025Q3: 51,752 shares; 2025Q4: 49,636 shares; 2026Q1: 47,051 shares 47,051 $681K 0.07% -2,585 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,226 shares; 2025Q2: 3,200 shares; 2025Q3: 3,188 shares; 2025Q4: 3,201 shares; 2026Q1: 3,160 shares 3,160 $668K 0.07% -41 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: not loaded; 2024Q4: not loaded; 2025Q1: 241,126 shares; 2025Q2: 210,592 shares; 2025Q3: 153,739 shares; 2025Q4: 121,753 shares; 2026Q1: 80,650 shares 80,650 $664K 0.07% -41,103 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 13,214 shares; 2025Q2: 19,614 shares; 2025Q3: 15,015 shares; 2025Q4: 13,870 shares; 2026Q1: 13,492 shares 13,492 $661K 0.07% -378 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 loaded; 2024Q4: not loaded; 2025Q1: 707 shares; 2025Q2: 876 shares; 2025Q3: 494 shares; 2025Q4: 590 shares; 2026Q1: 674 shares 674 $620K 0.07% +84 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 loaded; 2024Q4: not loaded; 2025Q1: 6,813 shares; 2025Q2: 9,428 shares; 2025Q3: 9,100 shares; 2025Q4: 8,333 shares; 2026Q1: 7,954 shares 7,954 $617K 0.07% -379 Timeline OEF 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,441 shares; 2025Q3: 1,641 shares; 2025Q4: 1,903 shares; 2026Q1: 1,891 shares 1,891 $601K 0.07% -12 Timeline EAGG 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 12,586 shares; 2025Q3: 12,750 shares; 2025Q4: 12,356 shares; 2026Q1: 12,558 shares 12,558 $597K 0.07% +202 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: not loaded; 2024Q4: not loaded; 2025Q1: 30,768 shares; 2025Q2: 8,269 shares; 2025Q3: 7,657 shares; 2025Q4: 6,278 shares; 2026Q1: 4,902 shares 4,902 $590K 0.06% -1,376 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: not loaded; 2024Q4: not loaded; 2025Q1: 3,297 shares; 2025Q2: 3,278 shares; 2025Q3: 3,290 shares; 2025Q4: 3,609 shares; 2026Q1: 3,610 shares 3,610 $584K 0.06% +1 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: not loaded; 2024Q4: not loaded; 2025Q1: 14,999 shares; 2025Q2: 13,145 shares; 2025Q3: 10,970 shares; 2025Q4: 9,016 shares; 2026Q1: 6,365 shares 6,365 $565K 0.06% -2,651 Timeline CORO 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,640 shares 16,640 $535K 0.06% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,179 shares; 2025Q2: 6,323 shares; 2025Q3: 3,494 shares; 2025Q4: 2,962 shares; 2026Q1: 3,605 shares 3,605 $530K 0.06% +643 Timeline BAI 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,705 shares; 2025Q4: 12,702 shares; 2026Q1: 15,673 shares 15,673 $516K 0.06% +2,971 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 757 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 747 shares; 2026Q1: 735 shares 735 $513K 0.06% -12 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,469 shares 7,469 $511K 0.06% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,051 shares; 2025Q2: 2,459 shares; 2025Q3: 1,632 shares; 2025Q4: 1,415 shares; 2026Q1: 1,626 shares 1,626 $505K 0.06% +211 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,500 shares; 2026Q1: 4,500 shares 4,500 $492K 0.05% 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,809 shares; 2025Q2: 6,732 shares; 2025Q3: 6,971 shares; 2025Q4: 7,352 shares; 2026Q1: 7,828 shares 7,828 $491K 0.05% +476 Timeline TLH 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,588 shares; 2025Q3: 3,210 shares; 2025Q4: 3,761 shares; 2026Q1: 4,826 shares 4,826 $486K 0.05% +1,065 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 loaded; 2024Q4: not loaded; 2025Q1: 18,912 shares; 2025Q2: 15,209 shares; 2025Q3: 13,453 shares; 2025Q4: 12,478 shares; 2026Q1: 9,832 shares 9,832 $485K 0.05% -2,646 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: not loaded; 2024Q4: not loaded; 2025Q1: 10,218 shares; 2025Q2: 11,923 shares; 2025Q3: 4,252 shares; 2025Q4: 5,289 shares; 2026Q1: 5,015 shares 5,015 $483K 0.05% -274 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,429 shares; 2025Q2: 11,364 shares; 2025Q3: 10,741 shares; 2025Q4: 10,947 shares; 2026Q1: 10,565 shares 10,565 $480K 0.05% -382 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,057 shares; 2025Q2: 7,163 shares; 2025Q3: 6,773 shares; 2025Q4: 6,816 shares; 2026Q1: 6,028 shares 6,028 $474K 0.05% -788 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,047 shares; 2025Q2: 3,411 shares; 2025Q3: 3,323 shares; 2025Q4: 3,263 shares; 2026Q1: 3,248 shares 3,248 $474K 0.05% -15 Timeline BAPR 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,306 shares 9,306 $456K 0.05% new 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,448 shares 3,448 $455K 0.05% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 1,851 shares; 2025Q2: 1,997 shares; 2025Q3: 1,713 shares; 2025Q4: 1,741 shares; 2026Q1: 2,195 shares 2,195 $454K 0.05% +454 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,977 shares; 2025Q2: 1,895 shares; 2025Q3: 1,781 shares; 2025Q4: 1,729 shares; 2026Q1: 1,676 shares 1,676 $431K 0.05% -53 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,923 shares; 2025Q4: 8,923 shares; 2026Q1: 8,923 shares 8,923 $429K 0.05% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,773 shares; 2025Q2: 7,019 shares; 2025Q3: 4,901 shares; 2025Q4: 5,086 shares; 2026Q1: 5,624 shares 5,624 $428K 0.05% +538 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: not loaded; 2024Q4: not loaded; 2025Q1: 239 shares; 2025Q2: 295 shares; 2025Q3: not reported; 2025Q4: 3,898 shares; 2026Q1: 4,354 shares 4,354 $419K 0.05% +456 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 7,835 shares; 2025Q3: 8,389 shares; 2025Q4: 7,950 shares; 2026Q1: 9,112 shares 9,112 $418K 0.05% +1,162 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 277 shares; 2025Q4: 381 shares; 2026Q1: 492 shares 492 $416K 0.05% +111 Timeline GOVT 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 loaded; 2024Q4: not loaded; 2025Q1: 15,637 shares; 2025Q2: 15,817 shares; 2025Q3: 14,219 shares; 2025Q4: 13,803 shares; 2026Q1: 18,155 shares 18,155 $416K 0.05% +4,352 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 9,932 shares; 2025Q3: 7,682 shares; 2025Q4: 8,065 shares; 2026Q1: 8,162 shares 8,162 $402K 0.04% +97 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: not loaded; 2024Q4: not loaded; 2025Q1: 872 shares; 2025Q2: 1,007 shares; 2025Q3: 865 shares; 2025Q4: 813 shares; 2026Q1: 788 shares 788 $394K 0.04% -25 Timeline DDFO INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,354 shares; 2026Q1: 18,354 shares 18,354 $394K 0.04% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 49,250 shares; 2025Q2: 49,250 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 16,100 shares 16,100 $393K 0.04% -3,900 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,328 shares; 2025Q2: 6,446 shares; 2025Q3: 4,304 shares; 2025Q4: 4,306 shares; 2026Q1: 4,327 shares 4,327 $391K 0.04% +21 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,254 shares; 2025Q3: 5,968 shares; 2025Q4: 8,893 shares; 2026Q1: 8,102 shares 8,102 $389K 0.04% -791 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,394 shares; 2026Q1: 8,499 shares 8,499 $388K 0.04% +105 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,232 shares; 2025Q2: 5,281 shares; 2025Q3: 5,388 shares; 2025Q4: 5,367 shares; 2026Q1: 5,181 shares 5,181 $387K 0.04% -186 Timeline VSGX 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,336 shares 5,336 $383K 0.04% new Timeline IAPR 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,718 shares 11,718 $371K 0.04% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,821 shares; 2025Q4: 3,851 shares; 2026Q1: 4,197 shares 4,197 $370K 0.04% +346 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 1,945 shares; 2025Q4: 2,688 shares; 2026Q1: 3,282 shares 3,282 $368K 0.04% +594 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,156 shares; 2025Q2: 2,963 shares; 2025Q3: 2,042 shares; 2025Q4: 2,117 shares; 2026Q1: 2,003 shares 2,003 $363K 0.04% -114 Timeline IOCT 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,340 shares; 2025Q4: 10,340 shares; 2026Q1: 10,340 shares 10,340 $362K 0.04% 0 Timeline EFAV 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 loaded; 2024Q4: not loaded; 2025Q1: 5,115 shares; 2025Q2: 4,971 shares; 2025Q3: 4,470 shares; 2025Q4: 4,172 shares; 2026Q1: 3,797 shares 3,797 $347K 0.04% -375 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 loaded; 2024Q4: not loaded; 2025Q1: 2,280 shares; 2025Q2: 2,246 shares; 2025Q3: 1,427 shares; 2025Q4: 1,561 shares; 2026Q1: 1,422 shares 1,422 $345K 0.04% -139 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,747 shares; 2025Q2: 22,380 shares; 2025Q3: 16,513 shares; 2025Q4: 11,808 shares; 2026Q1: 7,130 shares 7,130 $343K 0.04% -4,678 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,853 shares; 2025Q2: 6,751 shares; 2025Q3: 6,503 shares; 2025Q4: 6,255 shares; 2026Q1: 6,255 shares 6,255 $338K 0.04% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,019 shares 5,019 $338K 0.04% new Timeline ACYN 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,320 shares 16,320 $333K 0.04% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,955 shares; 2025Q2: 1,956 shares; 2025Q3: 1,712 shares; 2025Q4: 1,927 shares; 2026Q1: 2,007 shares 2,007 $330K 0.04% +80 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,244 shares; 2025Q2: 2,725 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,715 shares 2,715 $329K 0.04% +215 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 2,150 shares; 2026Q1: 1,538 shares 1,538 $329K 0.04% -612 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 loaded; 2024Q4: not loaded; 2025Q1: 5,390 shares; 2025Q2: 5,234 shares; 2025Q3: 3,144 shares; 2025Q4: 3,208 shares; 2026Q1: 3,128 shares 3,128 $310K 0.03% -80 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: not loaded; 2024Q4: not loaded; 2025Q1: 13,068 shares; 2025Q2: 17,798 shares; 2025Q3: 1,337 shares; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $309K 0.03% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,324 shares; 2025Q2: 3,076 shares; 2025Q3: 2,288 shares; 2025Q4: 1,828 shares; 2026Q1: 1,172 shares 1,172 $307K 0.03% -656 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: 2,621 shares 2,621 $301K 0.03% +221 Timeline BLCR 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,144 shares 7,144 $293K 0.03% new Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,105 shares 4,105 $291K 0.03% new Timeline LQD 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 loaded; 2024Q4: not loaded; 2025Q1: 4,560 shares; 2025Q2: 4,365 shares; 2025Q3: 3,499 shares; 2025Q4: 2,834 shares; 2026Q1: 2,647 shares 2,647 $288K 0.03% -187 Timeline BNOV 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 loaded; 2024Q4: not loaded; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 6,671 shares 6,671 $287K 0.03% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,006 shares; 2025Q2: 7,006 shares; 2025Q3: 7,006 shares; 2025Q4: 7,006 shares; 2026Q1: 7,006 shares 7,006 $286K 0.03% 0 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: not loaded; 2024Q4: not loaded; 2025Q1: 9,994 shares; 2025Q2: 10,254 shares; 2025Q3: 9,934 shares; 2025Q4: 9,871 shares; 2026Q1: 9,803 shares 9,803 $286K 0.03% -68 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: not loaded; 2024Q4: not loaded; 2025Q1: 4,041 shares; 2025Q2: 4,068 shares; 2025Q3: 4,711 shares; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares 4,416 $283K 0.03% 0 Timeline IHI 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 loaded; 2024Q4: not loaded; 2025Q1: 5,460 shares; 2025Q2: 5,460 shares; 2025Q3: 5,310 shares; 2025Q4: 5,310 shares; 2026Q1: 5,226 shares 5,226 $279K 0.03% -84 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,177 shares; 2025Q2: 2,182 shares; 2025Q3: 2,064 shares; 2025Q4: 2,464 shares; 2026Q1: 2,517 shares 2,517 $276K 0.03% +53 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,485 shares; 2025Q2: 6,239 shares; 2025Q3: 2,428 shares; 2025Q4: 2,367 shares; 2026Q1: 2,323 shares 2,323 $276K 0.03% -44 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: not loaded; 2024Q4: not loaded; 2025Q1: 5,653 shares; 2025Q2: 5,653 shares; 2025Q3: 5,250 shares; 2025Q4: 5,218 shares; 2026Q1: 5,218 shares 5,218 $274K 0.03% 0 Timeline BUG 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 loaded; 2024Q4: not loaded; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares; 2026Q1: 10,750 shares 10,750 $270K 0.03% -1,000 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,610 shares; 2025Q2: 5,566 shares; 2025Q3: 5,671 shares; 2025Q4: 5,799 shares; 2026Q1: 5,940 shares 5,940 $269K 0.03% +141 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,100 shares; 2025Q4: 2,300 shares; 2026Q1: 2,606 shares 2,606 $267K 0.03% +306 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,731 shares; 2026Q1: 3,650 shares 3,650 $262K 0.03% +919 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,666 shares; 2025Q3: not reported; 2025Q4: 1,693 shares; 2026Q1: 2,129 shares 2,129 $261K 0.03% +436 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,985 shares; 2025Q2: 2,985 shares; 2025Q3: 2,991 shares; 2025Q4: 2,991 shares; 2026Q1: 3,020 shares 3,020 $257K 0.03% +29 Timeline AVSD 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 3,390 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares; 2026Q1: 3,446 shares 3,446 $254K 0.03% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 21,123 shares; 2025Q2: 20,998 shares; 2025Q3: 20,716 shares; 2025Q4: 20,591 shares; 2026Q1: 3,150 shares 3,150 $252K 0.03% -17,441 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,987 shares; 2025Q2: 9,451 shares; 2025Q3: 9,740 shares; 2025Q4: 9,946 shares; 2026Q1: 10,768 shares 10,768 $250K 0.03% +822 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 6,081 shares; 2025Q3: 3,171 shares; 2025Q4: 3,171 shares; 2026Q1: 3,167 shares 3,167 $249K 0.03% -4 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 8,153 shares; 2025Q2: 1,496 shares; 2025Q3: 1,366 shares; 2025Q4: 997 shares; 2026Q1: 721 shares 721 $249K 0.03% -276 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 loaded; 2024Q4: not loaded; 2025Q1: 4,026 shares; 2025Q2: 2,516 shares; 2025Q3: 2,408 shares; 2025Q4: 1,438 shares; 2026Q1: 1,574 shares 1,574 $248K 0.03% +136 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 837 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares 696 $245K 0.03% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 5,479 shares; 2025Q2: 4,673 shares; 2025Q3: 3,729 shares; 2025Q4: 3,729 shares; 2026Q1: 3,729 shares 3,729 $241K 0.03% 0 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,056 shares; 2025Q4: 5,056 shares; 2026Q1: 5,098 shares 5,098 $240K 0.03% +42 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,186 shares; 2025Q2: 2,463 shares; 2025Q3: 2,446 shares; 2025Q4: 2,444 shares; 2026Q1: 2,444 shares 2,444 $239K 0.03% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,279 shares; 2025Q2: 3,024 shares; 2025Q3: 2,178 shares; 2025Q4: 1,769 shares; 2026Q1: 1,265 shares 1,265 $239K 0.03% -504 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,613 shares; 2025Q2: 10,363 shares; 2025Q3: 11,024 shares; 2025Q4: 12,863 shares; 2026Q1: 4,244 shares 4,244 $237K 0.03% -8,619 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,930 shares; 2025Q2: 4,568 shares; 2025Q3: 4,128 shares; 2025Q4: 3,987 shares; 2026Q1: 3,285 shares 3,285 $236K 0.03% -702 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 loaded; 2024Q4: not loaded; 2025Q1: 28,893 shares; 2025Q2: 29,977 shares; 2025Q3: 30,724 shares; 2025Q4: 3,570 shares; 2026Q1: 2,906 shares 2,906 $235K 0.03% -664 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares 2,017 $232K 0.03% 0 Timeline MBB 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 loaded; 2024Q4: not loaded; 2025Q1: 2,984 shares; 2025Q2: 2,655 shares; 2025Q3: 2,290 shares; 2025Q4: 2,315 shares; 2026Q1: 2,403 shares 2,403 $228K 0.02% +88 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,835 shares; 2026Q1: 3,290 shares 3,290 $224K 0.02% +455 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,878 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,921 shares; 2026Q1: 3,647 shares 3,647 $224K 0.02% +726 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,967 shares 5,967 $222K 0.02% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,219 shares 1,219 $222K 0.02% new 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: not loaded; 2024Q4: not loaded; 2025Q1: 6,958 shares; 2025Q2: 5,995 shares; 2025Q3: 4,602 shares; 2025Q4: 3,796 shares; 2026Q1: 2,068 shares 2,068 $220K 0.02% -1,728 Timeline DFAS 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 loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,075 shares; 2025Q4: 3,075 shares; 2026Q1: 3,075 shares 3,075 $219K 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,656 shares 1,656 $217K 0.02% new Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,303 shares; 2025Q4: 4,302 shares; 2026Q1: 4,307 shares 4,307 $215K 0.02% +5 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: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,565 shares; 2026Q1: 1,439 shares 1,439 $213K 0.02% -126 Timeline IDV 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 loaded; 2024Q4: not loaded; 2025Q1: 6,644 shares; 2025Q2: 6,063 shares; 2025Q3: 5,503 shares; 2025Q4: not reported; 2026Q1: 4,992 shares 4,992 $212K 0.02% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,439 shares; 2025Q2: 6,880 shares; 2025Q3: 6,660 shares; 2025Q4: 6,247 shares; 2026Q1: 6,318 shares 6,318 $212K 0.02% +71 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: not loaded; 2024Q4: not loaded; 2025Q1: 2,577 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,452 shares 3,452 $211K 0.02% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 6,446 shares; 2025Q2: 9,377 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,567 shares 2,567 $210K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 971 shares; 2025Q3: 975 shares; 2025Q4: 1,123 shares; 2026Q1: 1,146 shares 1,146 $209K 0.02% +23 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,688 shares 5,688 $206K 0.02% new Timeline DDFS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,756 shares; 2025Q4: 9,756 shares; 2026Q1: 9,756 shares 9,756 $206K 0.02% 0 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 loaded; 2024Q4: not loaded; 2025Q1: 8,406 shares; 2025Q2: 8,396 shares; 2025Q3: 8,413 shares; 2025Q4: 8,436 shares; 2026Q1: 8,448 shares 8,448 $205K 0.02% +12 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,968 shares; 2025Q4: 6,968 shares; 2026Q1: 6,968 shares 6,968 $203K 0.02% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,501 shares 5,501 $202K 0.02% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 350 shares; 2026Q1: 409 shares 409 $201K 0.02% +59 Timeline RFMZ RIVERNORTH FLEXIBLE MUNI INC More: the full row for RIVERNORTH FLEXIBLE MUNI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $152K 0.02% 0 Timeline