XHLF 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: 1,868,251 shares; 2024Q4: 2,243,110 shares; 2025Q1: 1,935,395 shares; 2025Q2: 2,253,953 shares; 2025Q3: 2,353,849 shares; 2025Q4: 2,489,784 shares; 2026Q1: 2,825,109 shares 2,825,109 $142M 21.9% +335,325 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,551 shares; 2024Q4: 397,318 shares; 2025Q1: 329,535 shares; 2025Q2: 321,529 shares; 2025Q3: 332,696 shares; 2025Q4: 314,703 shares; 2026Q1: 338,084 shares 338,084 $31M 4.77% +23,381 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 170,045 shares; 2025Q1: 496,844 shares; 2025Q2: 677,793 shares; 2025Q3: 922,229 shares; 2025Q4: 1,071,159 shares; 2026Q1: 1,062,964 shares 1,062,964 $30.5M 4.7% -8,195 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 494,840 shares; 2026Q1: 1,741,835 shares 1,741,835 $24.3M 3.75% +1,246,995 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290,231 shares; 2025Q3: 331,676 shares; 2025Q4: 333,532 shares; 2026Q1: 224,050 shares 224,050 $23.8M 3.66% -109,482 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,433 shares; 2025Q4: 189,556 shares; 2026Q1: 354,019 shares 354,019 $17.6M 2.72% +164,463 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: 11,118 shares; 2024Q4: 16,762 shares; 2025Q1: 230,760 shares; 2025Q2: 245,446 shares; 2025Q3: 256,878 shares; 2025Q4: 257,967 shares; 2026Q1: 269,252 shares 269,252 $17.3M 2.66% +11,285 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,442 shares; 2025Q2: 3,227 shares; 2025Q3: 36,640 shares; 2025Q4: 169,432 shares; 2026Q1: 196,390 shares 196,390 $17M 2.62% +26,958 Timeline ILF 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: 494,171 shares; 2024Q4: 308,813 shares; 2025Q1: 77,180 shares; 2025Q2: 340,904 shares; 2025Q3: 403,346 shares; 2025Q4: 412,471 shares; 2026Q1: 431,995 shares 431,995 $15.3M 2.36% +19,524 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: 521,775 shares; 2024Q4: 332,458 shares; 2025Q1: 183,042 shares; 2025Q2: 172,072 shares; 2025Q3: 174,092 shares; 2025Q4: 164,230 shares; 2026Q1: 138,278 shares 138,278 $12.8M 1.98% -25,952 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194,623 shares 194,623 $12.7M 1.95% new Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 582,190 shares; 2025Q2: 547,468 shares; 2025Q3: 591,252 shares; 2025Q4: 338,359 shares; 2026Q1: 235,926 shares 235,926 $11.6M 1.79% -102,433 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 466,888 shares; 2025Q3: 531,195 shares; 2025Q4: 547,487 shares; 2026Q1: 599,828 shares 599,828 $11.2M 1.72% +52,341 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 220,813 shares; 2025Q3: 432,895 shares; 2025Q4: 395,851 shares; 2026Q1: 189,131 shares 189,131 $9.56M 1.47% -206,720 Timeline EWM 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: 214,189 shares; 2024Q4: 241,982 shares; 2025Q1: 252,273 shares; 2025Q2: 282,013 shares; 2025Q3: 296,407 shares; 2025Q4: 303,773 shares; 2026Q1: 319,496 shares 319,496 $9.08M 1.4% +15,723 Timeline FXI 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: 201,513 shares; 2024Q4: 215,446 shares; 2025Q1: 218,361 shares; 2025Q2: 233,129 shares; 2025Q3: 239,557 shares; 2025Q4: 225,163 shares; 2026Q1: 243,806 shares 243,806 $8.75M 1.35% +18,643 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 99,387 shares; 2026Q1: 106,735 shares 106,735 $8.6M 1.32% +7,348 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,799 shares; 2026Q1: 82,799 shares 82,799 $7.69M 1.18% +80,000 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: 424,510 shares; 2024Q4: 421,642 shares; 2025Q1: 425,460 shares; 2025Q2: 443,095 shares; 2025Q3: 443,019 shares; 2025Q4: 319,089 shares; 2026Q1: 110,844 shares 110,844 $7.55M 1.16% -208,245 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,173 shares; 2025Q2: 71,555 shares; 2025Q3: 75,422 shares; 2025Q4: 77,391 shares; 2026Q1: 79,740 shares 79,740 $6.56M 1.01% +2,349 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,496 shares; 2024Q4: 107,579 shares; 2025Q1: 113,877 shares; 2025Q2: 125,568 shares; 2025Q3: 127,486 shares; 2025Q4: 91,076 shares; 2026Q1: 53,061 shares 53,061 $6.37M 0.98% -38,015 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: 4,297 shares; 2024Q4: 4,786 shares; 2025Q1: 5,831 shares; 2025Q2: 5,648 shares; 2025Q3: 5,769 shares; 2025Q4: 20,073 shares; 2026Q1: 21,003 shares 21,003 $6.18M 0.95% +930 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: 64,174 shares; 2024Q4: 62,473 shares; 2025Q1: 62,182 shares; 2025Q2: 63,231 shares; 2025Q3: 63,314 shares; 2025Q4: 65,695 shares; 2026Q1: 65,267 shares 65,267 $5.91M 0.91% -428 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,279 shares; 2025Q1: 12,988 shares; 2025Q2: 14,373 shares; 2025Q3: 15,803 shares; 2025Q4: 18,417 shares; 2026Q1: 31,748 shares 31,748 $5.77M 0.89% +13,331 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 reported; 2024Q4: 3,784 shares; 2025Q1: 2,645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,318 shares 43,318 $5.72M 0.88% new Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,544 shares; 2026Q1: 107,655 shares 107,655 $5.6M 0.86% +5,111 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,687 shares; 2025Q4: 28,333 shares; 2026Q1: 19,651 shares 19,651 $4.8M 0.74% -8,682 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: 1,682 shares; 2024Q4: 2,533 shares; 2025Q1: 5,068 shares; 2025Q2: 4,416 shares; 2025Q3: 4,642 shares; 2025Q4: 5,009 shares; 2026Q1: 22,710 shares 22,710 $4.7M 0.72% +17,701 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,553 shares 85,553 $4.64M 0.72% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 349,481 shares; 2025Q2: 730,716 shares; 2025Q3: 764,710 shares; 2025Q4: 738,664 shares; 2026Q1: 575,559 shares 575,559 $4.54M 0.7% -163,105 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,720 shares; 2025Q4: 35,591 shares; 2026Q1: 37,977 shares 37,977 $4.31M 0.66% +2,386 Timeline BILS 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: 66,029 shares; 2024Q4: 64,107 shares; 2025Q1: 40,806 shares; 2025Q2: 46,655 shares; 2025Q3: 47,338 shares; 2025Q4: 42,853 shares; 2026Q1: 42,030 shares 42,030 $4.18M 0.64% -823 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: 10,367 shares; 2024Q4: 12,081 shares; 2025Q1: 12,956 shares; 2025Q2: 10,110 shares; 2025Q3: 10,421 shares; 2025Q4: 14,626 shares; 2026Q1: 15,128 shares 15,128 $3.84M 0.59% +502 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,287 shares 90,287 $3.81M 0.59% new 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: 12,200 shares; 2024Q4: 12,555 shares; 2025Q1: 11,848 shares; 2025Q2: 11,848 shares; 2025Q3: 11,600 shares; 2025Q4: 12,266 shares; 2026Q1: 12,310 shares 12,310 $3.54M 0.54% +44 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: 4,646 shares; 2024Q4: 5,903 shares; 2025Q1: 15,571 shares; 2025Q2: 18,861 shares; 2025Q3: 23,329 shares; 2025Q4: 26,340 shares; 2026Q1: 24,460 shares 24,460 $3.48M 0.54% -1,880 Timeline CQQQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,576 shares 74,576 $3.43M 0.53% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300,069 shares 300,069 $3.25M 0.5% new Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,650 shares; 2025Q3: 344,055 shares; 2025Q4: 327,079 shares; 2026Q1: 199,112 shares 199,112 $3.18M 0.49% -127,967 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 139,145 shares; 2025Q3: 150,598 shares; 2025Q4: 160,359 shares; 2026Q1: 165,122 shares 165,122 $3.06M 0.47% +4,763 Timeline FNDF 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: 321,949 shares; 2024Q4: 71,177 shares; 2025Q1: 61,008 shares; 2025Q2: 60,799 shares; 2025Q3: 61,777 shares; 2025Q4: 61,019 shares; 2026Q1: 62,284 shares 62,284 $3.05M 0.47% +1,265 Timeline EPHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 79,216 shares; 2025Q1: 82,495 shares; 2025Q2: 90,039 shares; 2025Q3: 99,936 shares; 2025Q4: 104,662 shares; 2026Q1: 121,626 shares 121,626 $3.02M 0.47% +16,964 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,671 shares; 2025Q3: 86,976 shares; 2025Q4: 88,178 shares; 2026Q1: 90,339 shares 90,339 $3.02M 0.46% +2,161 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,281 shares; 2024Q4: 71,550 shares; 2025Q1: 74,250 shares; 2025Q2: 44,760 shares; 2025Q3: 46,204 shares; 2025Q4: 46,897 shares; 2026Q1: 47,910 shares 47,910 $2.92M 0.45% +1,013 Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700,685 shares; 2025Q3: 706,110 shares; 2025Q4: 601,712 shares; 2026Q1: 449,772 shares 449,772 $2.9M 0.45% -151,940 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,360 shares; 2025Q2: not reported; 2025Q3: 45,059 shares; 2025Q4: 43,443 shares; 2026Q1: 48,498 shares 48,498 $2.88M 0.44% +5,055 Timeline COMT 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: 309,084 shares; 2024Q4: 353,160 shares; 2025Q1: 71,594 shares; 2025Q2: 66,827 shares; 2025Q3: 68,116 shares; 2025Q4: 75,987 shares; 2026Q1: 82,140 shares 82,140 $2.78M 0.43% +6,153 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: 5,097 shares; 2024Q4: 5,684 shares; 2025Q1: 6,285 shares; 2025Q2: 6,369 shares; 2025Q3: 6,591 shares; 2025Q4: 6,885 shares; 2026Q1: 7,238 shares 7,238 $2.68M 0.41% +353 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,145 shares; 2024Q4: 8,423 shares; 2025Q1: 6,144 shares; 2025Q2: 5,007 shares; 2025Q3: 4,066 shares; 2025Q4: 3,947 shares; 2026Q1: 4,085 shares 4,085 $2.67M 0.41% +138 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,041 shares 49,041 $2.61M 0.4% new Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,947 shares; 2025Q1: 6,756 shares; 2025Q2: not reported; 2025Q3: 18,014 shares; 2025Q4: 17,573 shares; 2026Q1: 9,169 shares 9,169 $2.54M 0.39% -8,404 Timeline HBM HUDBAY MINERALS INC More: the full row for HUDBAY MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,711 shares; 2025Q3: 178,700 shares; 2025Q4: 158,385 shares; 2026Q1: 120,530 shares 120,530 $2.52M 0.39% -37,855 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 7,584 shares; 2025Q1: 7,600 shares; 2025Q2: 7,617 shares; 2025Q3: 7,548 shares; 2025Q4: 7,622 shares; 2026Q1: 7,641 shares 7,641 $2.52M 0.39% +19 Timeline RES RPC INC More: the full row for RPC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 348,722 shares 348,722 $2.47M 0.38% new Timeline DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 202,493 shares; 2025Q1: 233,671 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 254,799 shares 254,799 $2.41M 0.37% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,150 shares; 2025Q3: 41,358 shares; 2025Q4: 36,451 shares; 2026Q1: 38,152 shares 38,152 $2.41M 0.37% +1,701 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,718 shares; 2025Q4: not reported; 2026Q1: 152,418 shares 152,418 $2.28M 0.35% new Timeline EIDO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,189 shares; 2025Q1: 108,056 shares; 2025Q2: 123,554 shares; 2025Q3: 128,903 shares; 2025Q4: 134,362 shares; 2026Q1: 144,413 shares 144,413 $2.28M 0.35% +10,051 Timeline UWMC UWM HOLDINGS CORPORATION More: the full row for UWM HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,369 shares; 2024Q4: 201,374 shares; 2025Q1: 481,370 shares; 2025Q2: 486,378 shares; 2025Q3: 281,412 shares; 2025Q4: 325,291 shares; 2026Q1: 550,656 shares 550,656 $2.05M 0.32% +225,365 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: 3,485 shares; 2024Q4: 3,515 shares; 2025Q1: 3,381 shares; 2025Q2: 3,413 shares; 2025Q3: 3,691 shares; 2025Q4: 7,502 shares; 2026Q1: 11,778 shares 11,778 $2M 0.31% +4,276 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 76,119 shares; 2025Q1: 72,638 shares; 2025Q2: 76,946 shares; 2025Q3: 82,304 shares; 2025Q4: 82,910 shares; 2026Q1: 94,009 shares 94,009 $1.98M 0.31% +11,099 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: 3,995 shares; 2024Q4: 4,287 shares; 2025Q1: 4,693 shares; 2025Q2: 4,702 shares; 2025Q3: 4,587 shares; 2025Q4: 6,679 shares; 2026Q1: 6,615 shares 6,615 $1.9M 0.29% -64 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,325 shares; 2024Q4: 119,980 shares; 2025Q1: 99,992 shares; 2025Q2: 80,524 shares; 2025Q3: 78,547 shares; 2025Q4: 77,963 shares; 2026Q1: 76,091 shares 76,091 $1.88M 0.29% -1,872 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: 30,385 shares; 2024Q4: 33,415 shares; 2025Q1: 33,415 shares; 2025Q2: 26,051 shares; 2025Q3: 26,051 shares; 2025Q4: 26,367 shares; 2026Q1: 26,425 shares 26,425 $1.84M 0.28% +58 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: 9,396 shares; 2024Q4: 10,522 shares; 2025Q1: 13,783 shares; 2025Q2: 15,106 shares; 2025Q3: 16,619 shares; 2025Q4: 18,504 shares; 2026Q1: 18,439 shares 18,439 $1.83M 0.28% -65 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,627 shares; 2025Q1: 5,024 shares; 2025Q2: 5,037 shares; 2025Q3: 5,050 shares; 2025Q4: 5,065 shares; 2026Q1: 5,077 shares 5,077 $1.81M 0.28% +12 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: 22,829 shares; 2024Q4: 21,053 shares; 2025Q1: 19,418 shares; 2025Q2: 15,309 shares; 2025Q3: 14,569 shares; 2025Q4: 14,713 shares; 2026Q1: 14,484 shares 14,484 $1.8M 0.28% -229 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 292,749 shares 292,749 $1.77M 0.27% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,803 shares; 2026Q1: 90,668 shares 90,668 $1.75M 0.27% +48,865 Timeline JKS JINKOSOLAR HLDG CO LTD More: the full row for JINKOSOLAR HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,160 shares 68,160 $1.73M 0.27% new 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: 14,703 shares; 2024Q4: 17,870 shares; 2025Q1: 20,079 shares; 2025Q2: 17,595 shares; 2025Q3: 7,947 shares; 2025Q4: 8,827 shares; 2026Q1: 8,282 shares 8,282 $1.72M 0.27% -545 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: 5,584 shares; 2024Q4: 6,133 shares; 2025Q1: 5,996 shares; 2025Q2: 6,974 shares; 2025Q3: 6,380 shares; 2025Q4: 9,797 shares; 2026Q1: 9,667 shares 9,667 $1.69M 0.26% -130 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: 35,106 shares; 2024Q4: 29,363 shares; 2025Q1: 24,578 shares; 2025Q2: 20,699 shares; 2025Q3: 20,278 shares; 2025Q4: 24,467 shares; 2026Q1: 23,999 shares 23,999 $1.62M 0.25% -468 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,265 shares; 2025Q1: 26,787 shares; 2025Q2: 30,317 shares; 2025Q3: 10,060 shares; 2025Q4: 8,922 shares; 2026Q1: 8,763 shares 8,763 $1.56M 0.24% -159 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,528 shares 103,528 $1.56M 0.24% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,620 shares 40,620 $1.53M 0.24% new Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 282,003 shares; 2024Q4: 281,111 shares; 2025Q1: 303,818 shares; 2025Q2: 75,472 shares; 2025Q3: 45,574 shares; 2025Q4: 31,452 shares; 2026Q1: 23,761 shares 23,761 $1.52M 0.23% -7,691 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: 1,198 shares; 2024Q4: 1,115 shares; 2025Q1: 1,061 shares; 2025Q2: 1,148 shares; 2025Q3: 1,162 shares; 2025Q4: 2,316 shares; 2026Q1: 2,572 shares 2,572 $1.48M 0.23% +256 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: 65,959 shares; 2024Q4: 41,435 shares; 2025Q1: 32,476 shares; 2025Q2: 23,183 shares; 2025Q3: 20,384 shares; 2025Q4: 19,785 shares; 2026Q1: 19,947 shares 19,947 $1.47M 0.23% +162 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,717 shares 27,717 $1.45M 0.22% new Timeline EZA 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: 115,754 shares; 2024Q4: 133,974 shares; 2025Q1: 138,652 shares; 2025Q2: 150,612 shares; 2025Q3: 154,559 shares; 2025Q4: 20,421 shares; 2026Q1: 18,122 shares 18,122 $1.23M 0.19% -2,299 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 818 shares; 2025Q1: 989 shares; 2025Q2: 849 shares; 2025Q3: 619 shares; 2025Q4: 1,196 shares; 2026Q1: 1,201 shares 1,201 $1.2M 0.18% +5 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: 10,950 shares; 2024Q4: 8,167 shares; 2025Q1: 7,140 shares; 2025Q2: 6,387 shares; 2025Q3: 5,942 shares; 2025Q4: 6,095 shares; 2026Q1: 6,038 shares 6,038 $1.16M 0.18% -57 Timeline ARDX ARDELYX INC More: the full row for ARDELYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,144 shares 191,144 $1.14M 0.18% new Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 252,159 shares 252,159 $1.13M 0.17% new 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: 1,238 shares; 2024Q4: 1,242 shares; 2025Q1: 1,206 shares; 2025Q2: 1,210 shares; 2025Q3: 1,040 shares; 2025Q4: 1,008 shares; 2026Q1: 1,667 shares 1,667 $1.09M 0.17% +659 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,208 shares; 2024Q4: 1,238 shares; 2025Q1: 1,394 shares; 2025Q2: 1,371 shares; 2025Q3: 1,382 shares; 2025Q4: 1,444 shares; 2026Q1: 1,443 shares 1,443 $1.02M 0.16% -1 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,908 shares; 2024Q4: 21,274 shares; 2025Q1: 19,082 shares; 2025Q2: 16,672 shares; 2025Q3: 16,515 shares; 2025Q4: 16,319 shares; 2026Q1: 16,151 shares 16,151 $1.01M 0.16% -168 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,612 shares; 2024Q4: 1,612 shares; 2025Q1: 1,753 shares; 2025Q2: 1,612 shares; 2025Q3: 1,662 shares; 2025Q4: 1,758 shares; 2026Q1: 1,614 shares 1,614 $964K 0.15% -144 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: 1,550 shares; 2024Q4: 5,218 shares; 2025Q1: 5,830 shares; 2025Q2: 2,031 shares; 2025Q3: 1,946 shares; 2025Q4: 2,313 shares; 2026Q1: 2,331 shares 2,331 $867K 0.13% +18 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: 9,374 shares; 2024Q4: 9,360 shares; 2025Q1: 10,111 shares; 2025Q2: 9,970 shares; 2025Q3: 10,370 shares; 2025Q4: 10,761 shares; 2026Q1: 10,625 shares 10,625 $846K 0.13% -136 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: 3,923 shares; 2024Q4: 15,685 shares; 2025Q1: 16,306 shares; 2025Q2: 16,466 shares; 2025Q3: 16,674 shares; 2025Q4: 29,228 shares; 2026Q1: 27,124 shares 27,124 $832K 0.13% -2,104 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 62,793 shares; 2025Q1: 66,828 shares; 2025Q2: 18,385 shares; 2025Q3: 18,546 shares; 2025Q4: 16,002 shares; 2026Q1: 16,854 shares 16,854 $816K 0.13% +852 Timeline EWS 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: 256,746 shares; 2024Q4: 288,511 shares; 2025Q1: 293,343 shares; 2025Q2: 317,049 shares; 2025Q3: 226,335 shares; 2025Q4: 28,658 shares; 2026Q1: 27,963 shares 27,963 $789K 0.12% -695 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: 275 shares; 2024Q4: 376 shares; 2025Q1: 633 shares; 2025Q2: 676 shares; 2025Q3: 729 shares; 2025Q4: 873 shares; 2026Q1: 836 shares 836 $769K 0.12% -37 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: 7,630 shares; 2024Q4: 8,229 shares; 2025Q1: 8,769 shares; 2025Q2: 8,977 shares; 2025Q3: 9,261 shares; 2025Q4: 9,602 shares; 2026Q1: 8,376 shares 8,376 $743K 0.11% -1,226 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,755 shares; 2026Q1: 14,606 shares 14,606 $742K 0.11% +3,851 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: 23,234 shares; 2024Q4: 18,521 shares; 2025Q1: 15,886 shares; 2025Q2: 13,027 shares; 2025Q3: 12,873 shares; 2025Q4: 13,532 shares; 2026Q1: 13,642 shares 13,642 $737K 0.11% +110 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: 886 shares; 2024Q4: 875 shares; 2025Q1: 1,188 shares; 2025Q2: 1,128 shares; 2025Q3: 1,106 shares; 2025Q4: 1,529 shares; 2026Q1: 1,500 shares 1,500 $719K 0.11% -29 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.11% 0 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: 919 shares; 2024Q4: 978 shares; 2025Q1: 1,085 shares; 2025Q2: 935 shares; 2025Q3: 926 shares; 2025Q4: 1,391 shares; 2026Q1: 1,240 shares 1,240 $710K 0.11% -151 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,631 shares; 2025Q1: 9,762 shares; 2025Q2: 8,776 shares; 2025Q3: 9,091 shares; 2025Q4: 11,602 shares; 2026Q1: 14,389 shares 14,389 $701K 0.11% +2,787 Timeline DDFM INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,823 shares 36,823 $691K 0.11% new 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: 9,774 shares; 2024Q4: 7,034 shares; 2025Q1: 6,017 shares; 2025Q2: 4,812 shares; 2025Q3: 4,770 shares; 2025Q4: 4,903 shares; 2026Q1: 4,819 shares 4,819 $685K 0.11% -84 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: 1,488 shares; 2024Q4: 1,637 shares; 2025Q1: 1,643 shares; 2025Q2: 1,501 shares; 2025Q3: 1,432 shares; 2025Q4: 1,427 shares; 2026Q1: 1,091 shares 1,091 $675K 0.1% -336 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,429 shares; 2025Q2: 6,441 shares; 2025Q3: 8,262 shares; 2025Q4: 9,251 shares; 2026Q1: 8,352 shares 8,352 $627K 0.1% -899 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,180 shares; 2025Q2: 3,342 shares; 2025Q3: 3,433 shares; 2025Q4: 4,097 shares; 2026Q1: 3,960 shares 3,960 $584K 0.09% -137 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: 37,449 shares; 2024Q4: 39,621 shares; 2025Q1: 9,130 shares; 2025Q2: 9,255 shares; 2025Q3: 2,362 shares; 2025Q4: 2,360 shares; 2026Q1: 2,314 shares 2,314 $574K 0.09% -46 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: 42,422 shares; 2024Q4: 47,759 shares; 2025Q1: 50,986 shares; 2025Q2: 7,899 shares; 2025Q3: 6,623 shares; 2025Q4: 7,620 shares; 2026Q1: 7,492 shares 7,492 $574K 0.09% -128 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,607 shares; 2026Q1: 2,618 shares 2,618 $563K 0.09% +11 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: 25,242 shares; 2024Q4: 23,529 shares; 2025Q1: 14,706 shares; 2025Q2: 10,856 shares; 2025Q3: 12,045 shares; 2025Q4: 11,606 shares; 2026Q1: 11,255 shares 11,255 $562K 0.09% -351 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,554 shares 22,554 $556K 0.09% new Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 11,012 shares; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: 11,012 shares; 2025Q4: 11,026 shares; 2026Q1: 11,346 shares 11,346 $532K 0.08% +320 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,637 shares 1,637 $525K 0.08% new 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 reported; 2024Q4: not reported; 2025Q1: 7,100 shares; 2025Q2: 126,636 shares; 2025Q3: 144,345 shares; 2025Q4: 180,419 shares; 2026Q1: 9,772 shares 9,772 $491K 0.08% -170,647 Timeline ATAI ATAIBECKLEY INC More: the full row for ATAIBECKLEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 137,560 shares 137,560 $487K 0.08% new 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: 1,470 shares; 2024Q4: 1,525 shares; 2025Q1: 1,726 shares; 2025Q2: 1,556 shares; 2025Q3: 1,640 shares; 2025Q4: 2,004 shares; 2026Q1: 1,604 shares 1,604 $485K 0.07% -400 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 850 shares; 2025Q4: 1,440 shares; 2026Q1: 1,494 shares 1,494 $462K 0.07% +54 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,121 shares; 2026Q1: 1,013 shares 1,013 $436K 0.07% -108 Timeline SCHH 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: 22,652 shares; 2024Q4: 25,082 shares; 2025Q1: 25,192 shares; 2025Q2: 25,372 shares; 2025Q3: 25,546 shares; 2025Q4: 25,804 shares; 2026Q1: 20,069 shares 20,069 $431K 0.07% -5,735 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,074 shares; 2025Q4: 3,523 shares; 2026Q1: 3,416 shares 3,416 $425K 0.07% -107 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,533 shares; 2024Q4: 4,667 shares; 2025Q1: 4,686 shares; 2025Q2: 4,755 shares; 2025Q3: 4,768 shares; 2025Q4: 4,813 shares; 2026Q1: 4,867 shares 4,867 $401K 0.06% +54 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,382 shares; 2024Q4: 4,436 shares; 2025Q1: 3,929 shares; 2025Q2: 3,988 shares; 2025Q3: 3,988 shares; 2025Q4: 4,027 shares; 2026Q1: 4,130 shares 4,130 $401K 0.06% +103 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 904 shares; 2026Q1: 912 shares 912 $389K 0.06% +8 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,858 shares; 2024Q4: 16,146 shares; 2025Q1: 17,625 shares; 2025Q2: 1,962 shares; 2025Q3: 1,812 shares; 2025Q4: 1,833 shares; 2026Q1: 1,716 shares 1,716 $388K 0.06% -117 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,165 shares; 2024Q4: 21,481 shares; 2025Q1: 23,068 shares; 2025Q2: not reported; 2025Q3: 43,860 shares; 2025Q4: 48,210 shares; 2026Q1: 5,398 shares 5,398 $385K 0.06% -42,812 Timeline PWB 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: 3,198 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 3,055 shares 3,055 $385K 0.06% -145 Timeline TMFC 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: 5,570 shares; 2024Q4: 5,592 shares; 2025Q1: 5,592 shares; 2025Q2: 5,592 shares; 2025Q3: 5,592 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $369K 0.06% 0 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: 1,658 shares; 2024Q4: 1,776 shares; 2025Q1: 1,678 shares; 2025Q2: 1,580 shares; 2025Q3: 1,511 shares; 2025Q4: 1,887 shares; 2026Q1: 1,891 shares 1,891 $365K 0.06% +4 Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,237 shares 9,237 $357K 0.05% 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: 2,369 shares; 2024Q4: 661 shares; 2025Q1: 817 shares; 2025Q2: 726 shares; 2025Q3: 682 shares; 2025Q4: 779 shares; 2026Q1: 705 shares 705 $347K 0.05% -74 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 reported; 2024Q4: 368 shares; 2025Q1: 370 shares; 2025Q2: 372 shares; 2025Q3: 385 shares; 2025Q4: 401 shares; 2026Q1: 403 shares 403 $341K 0.05% +2 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,936 shares; 2026Q1: 4,276 shares 4,276 $337K 0.05% -660 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,074 shares; 2024Q4: 5,074 shares; 2025Q1: 5,074 shares; 2025Q2: 5,074 shares; 2025Q3: 4,663 shares; 2025Q4: 4,293 shares; 2026Q1: 4,293 shares 4,293 $333K 0.05% 0 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,569 shares; 2026Q1: 5,099 shares 5,099 $319K 0.05% -470 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: 1,781 shares; 2024Q4: 1,713 shares; 2025Q1: 1,916 shares; 2025Q2: 1,790 shares; 2025Q3: 1,840 shares; 2025Q4: 2,284 shares; 2026Q1: 2,187 shares 2,187 $316K 0.05% -97 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: 3,278 shares; 2024Q4: 3,296 shares; 2025Q1: 3,311 shares; 2025Q2: 3,328 shares; 2025Q3: 3,343 shares; 2025Q4: 3,360 shares; 2026Q1: 3,373 shares 3,373 $314K 0.05% +13 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,430 shares; 2026Q1: 5,430 shares 5,430 $311K 0.05% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,239 shares; 2025Q1: 1,451 shares; 2025Q2: 1,273 shares; 2025Q3: 1,348 shares; 2025Q4: 1,611 shares; 2026Q1: 1,555 shares 1,555 $302K 0.05% -56 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,805 shares; 2025Q2: 9,060 shares; 2025Q3: 8,648 shares; 2025Q4: 7,951 shares; 2026Q1: 7,529 shares 7,529 $297K 0.05% -422 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,597 shares 20,597 $294K 0.05% new 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: 504 shares; 2024Q4: 545 shares; 2025Q1: 546 shares; 2025Q2: 495 shares; 2025Q3: 475 shares; 2025Q4: 631 shares; 2026Q1: 587 shares 587 $293K 0.05% -44 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,708 shares; 2025Q1: 34,111 shares; 2025Q2: 48,395 shares; 2025Q3: 5,250 shares; 2025Q4: 5,304 shares; 2026Q1: 4,580 shares 4,580 $291K 0.04% -724 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: 4,878 shares; 2024Q4: 4,878 shares; 2025Q1: 4,163 shares; 2025Q2: not reported; 2025Q3: 3,174 shares; 2025Q4: 3,174 shares; 2026Q1: 3,193 shares 3,193 $281K 0.04% +19 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,013 shares; 2026Q1: 969 shares 969 $278K 0.04% -44 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,242 shares; 2025Q4: 4,529 shares; 2026Q1: 4,831 shares 4,831 $274K 0.04% +302 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 904 shares; 2026Q1: 830 shares 830 $273K 0.04% -74 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,379 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,744 shares 5,744 $269K 0.04% new Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,432 shares; 2024Q4: 216,437 shares; 2025Q1: 221,662 shares; 2025Q2: 236,515 shares; 2025Q3: 13,563 shares; 2025Q4: 12,286 shares; 2026Q1: 12,286 shares 12,286 $266K 0.04% 0 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: 348 shares; 2024Q4: 349 shares; 2025Q1: not reported; 2025Q2: 350 shares; 2025Q3: 380 shares; 2025Q4: 380 shares; 2026Q1: 380 shares 380 $265K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,471 shares; 2025Q3: 1,671 shares; 2025Q4: 1,740 shares; 2026Q1: 1,607 shares 1,607 $264K 0.04% -133 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,667 shares; 2026Q1: 4,672 shares 4,672 $264K 0.04% +5 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: 6,203 shares; 2024Q4: 5,030 shares; 2025Q1: 5,002 shares; 2025Q2: 5,007 shares; 2025Q3: 4,945 shares; 2025Q4: 4,947 shares; 2026Q1: 4,948 shares 4,948 $264K 0.04% +1 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 68,712 shares; 2025Q1: 79,493 shares; 2025Q2: 10,940 shares; 2025Q3: 11,059 shares; 2025Q4: 11,467 shares; 2026Q1: 10,650 shares 10,650 $259K 0.04% -817 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,619 shares; 2026Q1: 2,619 shares 2,619 $258K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,898 shares; 2026Q1: 5,079 shares 5,079 $257K 0.04% +181 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,480 shares; 2025Q4: 5,353 shares; 2026Q1: 5,210 shares 5,210 $255K 0.04% -143 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: 4,191 shares; 2024Q4: 4,230 shares; 2025Q1: 4,152 shares; 2025Q2: 3,832 shares; 2025Q3: 4,573 shares; 2025Q4: 4,301 shares; 2026Q1: 2,674 shares 2,674 $255K 0.04% -1,627 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,470 shares; 2026Q1: 8,528 shares 8,528 $253K 0.04% -942 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,207 shares; 2026Q1: 1,207 shares 1,207 $252K 0.04% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,878 shares; 2025Q3: 928 shares; 2025Q4: 762 shares; 2026Q1: 759 shares 759 $250K 0.04% -3 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,745 shares 9,745 $248K 0.04% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,997 shares; 2025Q4: 13,961 shares; 2026Q1: 14,999 shares 14,999 $239K 0.04% +1,038 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,655 shares; 2024Q4: 45,893 shares; 2025Q1: 49,570 shares; 2025Q2: 3,247 shares; 2025Q3: 2,584 shares; 2025Q4: 2,657 shares; 2026Q1: 2,426 shares 2,426 $237K 0.04% -231 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: 1,098 shares 1,098 $235K 0.04% -249 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,052 shares; 2025Q4: 44,279 shares; 2026Q1: 3,574 shares 3,574 $233K 0.04% -40,705 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,618 shares; 2024Q4: 8,861 shares; 2025Q1: 10,288 shares; 2025Q2: 1,137 shares; 2025Q3: 1,138 shares; 2025Q4: 996 shares; 2026Q1: 849 shares 849 $230K 0.04% -147 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,137 shares; 2025Q4: 1,141 shares; 2026Q1: 1,146 shares 1,146 $227K 0.03% +5 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,927 shares; 2026Q1: 1,867 shares 1,867 $226K 0.03% -60 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,080 shares; 2025Q4: 2,103 shares; 2026Q1: 2,127 shares 2,127 $226K 0.03% +24 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,492 shares; 2024Q4: 10,568 shares; 2025Q1: 10,639 shares; 2025Q2: 10,702 shares; 2025Q3: 10,504 shares; 2025Q4: 17,656 shares; 2026Q1: 7,772 shares 7,772 $225K 0.03% -9,884 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 645 shares 645 $221K 0.03% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,780 shares; 2026Q1: 3,780 shares 3,780 $217K 0.03% 0 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,308 shares 2,308 $211K 0.03% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 218 shares; 2026Q1: 219 shares 219 $210K 0.03% +1 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,546 shares; 2024Q4: 33,400 shares; 2025Q1: 34,696 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,505 shares 1,505 $210K 0.03% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,959 shares; 2026Q1: 1,903 shares 1,903 $209K 0.03% -1,056 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,198 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,428 shares 8,428 $205K 0.03% new Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $203K 0.03% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,580 shares; 2025Q4: 1,580 shares; 2026Q1: 1,580 shares 1,580 $202K 0.03% 0 Timeline INFU INFUSYSTEM HLDGS INC More: the full row for INFUSYSTEM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,308 shares; 2026Q1: 20,238 shares 20,238 $187K 0.03% +8,930 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,187 shares; 2026Q1: 17,542 shares 17,542 $164K 0.03% +355 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,374 shares; 2025Q3: 17,742 shares; 2025Q4: 19,507 shares; 2026Q1: 10,047 shares 10,047 $151K 0.02% -9,460 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,696 shares; 2025Q1: 472,381 shares; 2025Q2: 39,668 shares; 2025Q3: 39,357 shares; 2025Q4: 38,050 shares; 2026Q1: 36,204 shares 36,204 $143K 0.02% -1,846 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,135 shares; 2024Q4: 28,023 shares; 2025Q1: 28,220 shares; 2025Q2: 28,313 shares; 2025Q3: 11,145 shares; 2025Q4: 12,136 shares; 2026Q1: 12,318 shares 12,318 $142K 0.02% +182 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,474 shares; 2024Q4: 675,280 shares; 2025Q1: 690,602 shares; 2025Q2: 32,692 shares; 2025Q3: 15,542 shares; 2025Q4: 11,788 shares; 2026Q1: 10,227 shares 10,227 $115K 0.02% -1,561 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 125,099 shares; 2025Q2: 330,881 shares; 2025Q3: 353,213 shares; 2025Q4: 314,888 shares; 2026Q1: 16,722 shares 16,722 $76.6K 0.01% -298,166 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,068 shares; 2026Q1: 10,068 shares 10,068 $43.4K 0.01% 0 Timeline