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; 2024Q3: restricted; 2024Q4: 80,266 shares; 2025Q1: 74,445 shares; 2025Q2: 73,943 shares; 2025Q3: 70,664 shares; 2025Q4: 73,882 shares; 2026Q1: 74,535 shares; 2026Q2: 73,681 shares 73,681 $8.77M 7.1% -854 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,552 shares; 2025Q1: 80,706 shares; 2025Q2: 94,036 shares; 2025Q3: 110,046 shares; 2025Q4: 121,351 shares; 2026Q1: 122,249 shares; 2026Q2: 130,528 shares 130,528 $7.93M 6.43% +8,279 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 29,753 shares; 2025Q1: 56,944 shares; 2025Q2: 52,263 shares; 2025Q3: 54,229 shares; 2025Q4: 56,860 shares; 2026Q1: 55,869 shares; 2026Q2: 47,575 shares 47,575 $4.8M 3.88% -8,294 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,866 shares; 2025Q1: 61,459 shares; 2025Q2: 54,744 shares; 2025Q3: 66,871 shares; 2025Q4: 62,051 shares; 2026Q1: 57,343 shares; 2026Q2: 61,579 shares 61,579 $3.77M 3.05% +4,236 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,564 shares; 2025Q1: 3,399 shares; 2025Q2: 2,597 shares; 2025Q3: 2,603 shares; 2025Q4: 2,606 shares; 2026Q1: 2,366 shares; 2026Q2: 3,140 shares 3,140 $2.06M 1.67% +774 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,425 shares; 2025Q1: 3,609 shares; 2025Q2: 3,878 shares; 2025Q3: 3,821 shares; 2025Q4: 4,049 shares; 2026Q1: 7,390 shares; 2026Q2: 7,117 shares 7,117 $2.06M 1.67% -273 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; 2024Q3: restricted; 2024Q4: 16,207 shares; 2025Q1: 7,842 shares; 2025Q2: 4,032 shares; 2025Q3: 10,661 shares; 2025Q4: 4,471 shares; 2026Q1: 12,301 shares; 2026Q2: 10,947 shares 10,947 $2.03M 1.64% -1,354 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; 2024Q3: restricted; 2024Q4: 23,296 shares; 2025Q1: 21,924 shares; 2025Q2: 18,884 shares; 2025Q3: 20,268 shares; 2025Q4: 27,119 shares; 2026Q1: 31,805 shares; 2026Q2: 36,992 shares 36,992 $1.95M 1.58% +5,187 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,482 shares; 2025Q1: 10,746 shares; 2025Q2: 12,750 shares; 2025Q3: 15,279 shares; 2025Q4: 19,326 shares; 2026Q1: 19,290 shares; 2026Q2: 16,722 shares 16,722 $1.74M 1.41% -2,568 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; 2024Q3: restricted; 2024Q4: 30,235 shares; 2025Q1: 38,718 shares; 2025Q2: 17,664 shares; 2025Q3: 19,596 shares; 2025Q4: 27,263 shares; 2026Q1: 27,922 shares; 2026Q2: 30,748 shares 30,748 $1.65M 1.33% +2,826 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,845 shares; 2025Q2: 20,059 shares; 2025Q3: 19,847 shares; 2025Q4: 26,465 shares; 2026Q1: 29,291 shares; 2026Q2: 31,926 shares 31,926 $1.58M 1.28% +2,635 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,548 shares; 2025Q1: 9,174 shares; 2025Q2: 35,546 shares; 2025Q3: 21,904 shares; 2025Q4: 55,379 shares; 2026Q1: 38,988 shares; 2026Q2: 34,858 shares 34,858 $1.58M 1.28% -4,130 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,822 shares; 2025Q1: 6,927 shares; 2025Q2: 6,676 shares; 2025Q3: 6,468 shares; 2025Q4: 6,852 shares; 2026Q1: 7,465 shares; 2026Q2: 7,469 shares 7,469 $1.49M 1.21% +4 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,405 shares; 2025Q1: 23,844 shares; 2025Q2: 25,893 shares; 2025Q3: 30,257 shares; 2025Q4: 32,440 shares; 2026Q1: 34,109 shares; 2026Q2: 36,413 shares 36,413 $1.47M 1.19% +2,304 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,027 shares; 2025Q3: 13,802 shares; 2025Q4: 14,525 shares; 2026Q1: 26,349 shares; 2026Q2: 27,360 shares 27,360 $1.44M 1.17% +1,011 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,245 shares; 2025Q1: 7,812 shares; 2025Q2: not reported; 2025Q3: 3,067 shares; 2025Q4: 4,790 shares; 2026Q1: not reported; 2026Q2: 11,699 shares 11,699 $1.37M 1.11% new 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; 2024Q3: restricted; 2024Q4: 6,311 shares; 2025Q1: 12,067 shares; 2025Q2: 6,583 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,969 shares; 2026Q2: 24,578 shares 24,578 $1.31M 1.06% +4,609 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; 2024Q3: restricted; 2024Q4: 2,088 shares; 2025Q1: 2,345 shares; 2025Q2: 2,583 shares; 2025Q3: 2,733 shares; 2025Q4: 2,745 shares; 2026Q1: 1,604 shares; 2026Q2: 1,761 shares 1,761 $1.3M 1.05% +157 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22,427 shares; 2025Q1: 24,610 shares; 2025Q2: 27,491 shares; 2025Q3: 32,571 shares; 2025Q4: 39,112 shares; 2026Q1: 41,750 shares; 2026Q2: 47,450 shares 47,450 $1.22M 0.98% +5,700 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,566 shares; 2025Q1: 4,212 shares; 2025Q2: 4,488 shares; 2025Q3: 5,518 shares; 2025Q4: 7,610 shares; 2026Q1: 11,546 shares; 2026Q2: 11,374 shares 11,374 $1.13M 0.91% -172 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,171 shares; 2025Q1: 25,575 shares; 2025Q2: 23,852 shares; 2025Q3: 24,910 shares; 2025Q4: 25,233 shares; 2026Q1: 20,779 shares; 2026Q2: 21,816 shares 21,816 $1.1M 0.89% +1,037 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,772 shares; 2025Q1: 4,294 shares; 2025Q2: 4,661 shares; 2025Q3: 6,142 shares; 2025Q4: 7,156 shares; 2026Q1: 8,033 shares; 2026Q2: 9,896 shares 9,896 $1.08M 0.87% +1,863 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,902 shares; 2025Q1: 8,344 shares; 2025Q2: 8,483 shares; 2025Q3: 8,495 shares; 2025Q4: 8,875 shares; 2026Q1: 5,663 shares; 2026Q2: 5,768 shares 5,768 $1.06M 0.86% +105 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,910 shares; 2025Q2: not reported; 2025Q3: 6,345 shares; 2025Q4: 10,717 shares; 2026Q1: not reported; 2026Q2: 5,558 shares 5,558 $1.06M 0.86% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,111 shares; 2025Q1: 3,139 shares; 2025Q2: 3,070 shares; 2025Q3: 3,169 shares; 2025Q4: 3,365 shares; 2026Q1: 2,794 shares; 2026Q2: 2,777 shares 2,777 $1.05M 0.85% -17 Timeline PCY 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; 2024Q3: restricted; 2024Q4: 10,344 shares; 2025Q1: 18,299 shares; 2025Q2: 20,856 shares; 2025Q3: 27,046 shares; 2025Q4: 34,874 shares; 2026Q1: 39,247 shares; 2026Q2: 47,928 shares 47,928 $1.04M 0.84% +8,681 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; 2024Q3: restricted; 2024Q4: 565 shares; 2025Q1: 825 shares; 2025Q2: 850 shares; 2025Q3: 816 shares; 2025Q4: 800 shares; 2026Q1: 812 shares; 2026Q2: 850 shares 850 $1.02M 0.83% +38 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,688 shares; 2025Q1: 10,264 shares; 2025Q2: 9,831 shares; 2025Q3: 12,893 shares; 2025Q4: 13,538 shares; 2026Q1: 13,821 shares; 2026Q2: 13,798 shares 13,798 $1.02M 0.82% -23 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,667 shares; 2025Q3: 2,558 shares; 2025Q4: not reported; 2026Q1: 2,582 shares; 2026Q2: 1,646 shares 1,646 $956K 0.77% -936 Timeline PPA 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; 2024Q3: restricted; 2024Q4: 7,584 shares; 2025Q1: 9,413 shares; 2025Q2: 8,322 shares; 2025Q3: 9,120 shares; 2025Q4: 5,577 shares; 2026Q1: 5,570 shares; 2026Q2: 5,237 shares 5,237 $925K 0.75% -333 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,643 shares; 2025Q1: 12,239 shares; 2025Q2: 11,456 shares; 2025Q3: 14,821 shares; 2025Q4: 15,672 shares; 2026Q1: 15,837 shares; 2026Q2: 15,670 shares 15,670 $851K 0.69% -167 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,886 shares; 2025Q1: 11,283 shares; 2025Q2: 10,558 shares; 2025Q3: 13,816 shares; 2025Q4: 14,467 shares; 2026Q1: 14,604 shares; 2026Q2: 14,380 shares 14,380 $847K 0.69% -224 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; 2024Q3: restricted; 2024Q4: 11,844 shares; 2025Q1: 12,523 shares; 2025Q2: 11,681 shares; 2025Q3: 15,243 shares; 2025Q4: 16,032 shares; 2026Q1: 16,298 shares; 2026Q2: 15,946 shares 15,946 $845K 0.68% -352 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; 2024Q3: restricted; 2024Q4: 11,671 shares; 2025Q1: 12,168 shares; 2025Q2: 11,597 shares; 2025Q3: 15,386 shares; 2025Q4: 16,472 shares; 2026Q1: 16,478 shares; 2026Q2: 15,603 shares 15,603 $831K 0.67% -875 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33,436 shares; 2025Q1: 36,184 shares; 2025Q2: 35,289 shares; 2025Q3: 24,527 shares; 2025Q4: 29,712 shares; 2026Q1: 26,129 shares; 2026Q2: 27,008 shares 27,008 $827K 0.67% +879 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,768 shares; 2025Q1: 13,623 shares; 2025Q2: 11,607 shares; 2025Q3: 13,578 shares; 2025Q4: 15,864 shares; 2026Q1: 16,907 shares; 2026Q2: 19,223 shares 19,223 $815K 0.66% +2,316 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; 2024Q3: restricted; 2024Q4: 14,280 shares; 2025Q1: 13,556 shares; 2025Q2: 13,362 shares; 2025Q3: 14,251 shares; 2025Q4: 15,367 shares; 2026Q1: 15,475 shares; 2026Q2: 16,857 shares 16,857 $812K 0.66% +1,382 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,340 shares; 2025Q1: 4,150 shares; 2025Q2: 4,228 shares; 2025Q3: 4,426 shares; 2025Q4: 4,765 shares; 2026Q1: 4,864 shares; 2026Q2: 4,889 shares 4,889 $805K 0.65% +25 Timeline KBWB 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; 2024Q3: restricted; 2024Q4: 7,698 shares; 2025Q1: 7,640 shares; 2025Q2: 7,777 shares; 2025Q3: 7,990 shares; 2025Q4: 8,277 shares; 2026Q1: 8,378 shares; 2026Q2: 8,567 shares 8,567 $797K 0.65% +189 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,774 shares; 2025Q1: 12,369 shares; 2025Q2: 11,468 shares; 2025Q3: 15,119 shares; 2025Q4: 16,288 shares; 2026Q1: 16,502 shares; 2026Q2: 16,290 shares 16,290 $795K 0.64% -212 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,123 shares; 2025Q1: 13,665 shares; 2025Q2: 12,893 shares; 2025Q3: 17,776 shares; 2025Q4: 19,341 shares; 2026Q1: 19,382 shares; 2026Q2: 18,805 shares 18,805 $794K 0.64% -577 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,136 shares; 2025Q1: 12,803 shares; 2025Q2: 11,851 shares; 2025Q3: 15,971 shares; 2025Q4: 17,150 shares; 2026Q1: 17,319 shares; 2026Q2: 17,090 shares 17,090 $793K 0.64% -229 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,438 shares; 2025Q1: 11,861 shares; 2025Q2: 11,073 shares; 2025Q3: 15,020 shares; 2025Q4: 16,011 shares; 2026Q1: 16,107 shares; 2026Q2: 16,020 shares 16,020 $793K 0.64% -87 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; 2024Q3: restricted; 2024Q4: 689 shares; 2025Q1: 722 shares; 2025Q2: 722 shares; 2025Q3: 1,130 shares; 2025Q4: 1,134 shares; 2026Q1: 1,136 shares; 2026Q2: 1,139 shares 1,139 $782K 0.63% +3 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; 2024Q3: restricted; 2024Q4: 11,879 shares; 2025Q1: 11,474 shares; 2025Q2: 11,249 shares; 2025Q3: 12,377 shares; 2025Q4: 12,837 shares; 2026Q1: 12,843 shares; 2026Q2: 13,024 shares 13,024 $777K 0.63% +181 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,147 shares; 2025Q1: 12,012 shares; 2025Q2: 13,869 shares; 2025Q3: 14,611 shares; 2025Q4: 15,096 shares; 2026Q1: 15,571 shares; 2026Q2: 15,264 shares 15,264 $773K 0.63% -307 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,117 shares; 2026Q2: 1,761 shares 1,761 $763K 0.62% -356 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; 2024Q3: restricted; 2024Q4: 8,925 shares; 2025Q1: 6,226 shares; 2025Q2: 6,096 shares; 2025Q3: 6,648 shares; 2025Q4: 7,222 shares; 2026Q1: 7,351 shares; 2026Q2: 7,674 shares 7,674 $740K 0.6% +323 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares; 2026Q1: 3,249 shares; 2026Q2: 2,899 shares 2,899 $736K 0.6% -350 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,020 shares; 2025Q2: 13,411 shares; 2025Q3: 14,670 shares; 2025Q4: 15,571 shares; 2026Q1: 15,692 shares; 2026Q2: 16,689 shares 16,689 $719K 0.58% +997 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,796 shares; 2025Q1: 3,129 shares; 2025Q2: 4,270 shares; 2025Q3: 4,924 shares; 2025Q4: 6,389 shares; 2026Q1: 9,454 shares; 2026Q2: 8,832 shares 8,832 $706K 0.57% -622 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,103 shares; 2025Q3: 2,905 shares; 2025Q4: 2,289 shares; 2026Q1: 2,542 shares; 2026Q2: 2,595 shares 2,595 $706K 0.57% +53 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,064 shares; 2026Q2: 1,101 shares 1,101 $703K 0.57% +37 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,635 shares; 2025Q2: 6,923 shares; 2025Q3: 6,875 shares; 2025Q4: 7,136 shares; 2026Q1: 6,337 shares; 2026Q2: 5,932 shares 5,932 $697K 0.56% -405 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; 2024Q3: restricted; 2024Q4: 13,987 shares; 2025Q1: 16,574 shares; 2025Q2: 15,664 shares; 2025Q3: 18,021 shares; 2025Q4: 19,178 shares; 2026Q1: 23,803 shares; 2026Q2: 25,611 shares 25,611 $693K 0.56% +1,808 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,491 shares; 2025Q3: 8,048 shares; 2025Q4: 11,436 shares; 2026Q1: 12,277 shares; 2026Q2: 13,960 shares 13,960 $676K 0.55% +1,683 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 807 shares; 2025Q1: 701 shares; 2025Q2: 531 shares; 2025Q3: 558 shares; 2025Q4: 7,518 shares; 2026Q1: 8,806 shares; 2026Q2: 9,445 shares 9,445 $674K 0.55% +639 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,264 shares; 2026Q2: 1,682 shares 1,682 $668K 0.54% +418 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,751 shares; 2025Q1: 13,999 shares; 2025Q2: 15,747 shares; 2025Q3: 12,920 shares; 2025Q4: 12,815 shares; 2026Q1: 12,539 shares; 2026Q2: 8,892 shares 8,892 $666K 0.54% -3,647 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,057 shares; 2025Q1: 14,860 shares; 2025Q2: 13,368 shares; 2025Q3: 13,462 shares; 2025Q4: 14,022 shares; 2026Q1: 14,847 shares; 2026Q2: 15,561 shares 15,561 $635K 0.51% +714 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; 2024Q3: restricted; 2024Q4: 798 shares; 2025Q1: 847 shares; 2025Q2: 1,218 shares; 2025Q3: 977 shares; 2025Q4: 1,195 shares; 2026Q1: 840 shares; 2026Q2: 832 shares 832 $621K 0.5% -8 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,781 shares 1,781 $607K 0.49% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,091 shares; 2025Q1: 34,262 shares; 2025Q2: 30,555 shares; 2025Q3: 29,005 shares; 2025Q4: 30,011 shares; 2026Q1: 31,594 shares; 2026Q2: 32,146 shares 32,146 $592K 0.48% +552 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,783 shares; 2025Q3: 1,965 shares; 2025Q4: 2,720 shares; 2026Q1: 2,562 shares; 2026Q2: 3,191 shares 3,191 $589K 0.48% +629 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,597 shares; 2025Q3: 10,434 shares; 2025Q4: 9,641 shares; 2026Q1: 9,468 shares; 2026Q2: 17,319 shares 17,319 $586K 0.47% +7,851 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $570K 0.46% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,771 shares; 2025Q1: 2,235 shares; 2025Q2: 2,330 shares; 2025Q3: 2,233 shares; 2025Q4: 2,236 shares; 2026Q1: 2,200 shares; 2026Q2: 2,184 shares 2,184 $569K 0.46% -16 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,346 shares; 2025Q3: 1,511 shares; 2025Q4: 1,005 shares; 2026Q1: 1,417 shares; 2026Q2: 1,577 shares 1,577 $564K 0.46% +160 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,715 shares; 2025Q1: 5,229 shares; 2025Q2: 5,767 shares; 2025Q3: 8,138 shares; 2025Q4: 9,583 shares; 2026Q1: 10,167 shares; 2026Q2: 11,547 shares 11,547 $562K 0.45% +1,380 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,556 shares; 2026Q1: 4,953 shares; 2026Q2: 5,564 shares 5,564 $558K 0.45% +611 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,946 shares; 2026Q2: 11,079 shares 11,079 $554K 0.45% +1,133 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,276 shares; 2025Q1: 3,166 shares; 2025Q2: 3,508 shares; 2025Q3: 4,099 shares; 2025Q4: 4,785 shares; 2026Q1: 5,072 shares; 2026Q2: 5,847 shares 5,847 $553K 0.45% +775 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,445 shares; 2026Q2: 16,080 shares 16,080 $551K 0.45% +1,635 Timeline XLB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,050 shares; 2026Q2: 10,653 shares 10,653 $541K 0.44% -8,397 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 2,439 shares; 2026Q1: 2,109 shares; 2026Q2: 2,057 shares 2,057 $525K 0.43% -52 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,770 shares; 2025Q4: 21,092 shares; 2026Q1: 20,552 shares; 2026Q2: 20,070 shares 20,070 $521K 0.42% -482 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,037 shares; 2025Q1: 17,000 shares; 2025Q2: 14,054 shares; 2025Q3: 16,625 shares; 2025Q4: 15,534 shares; 2026Q1: 11,006 shares; 2026Q2: 9,114 shares 9,114 $512K 0.41% -1,892 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 893 shares; 2026Q1: 951 shares; 2026Q2: 528 shares 528 $510K 0.41% -423 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,622 shares 3,622 $506K 0.41% new Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,572 shares; 2025Q1: 5,346 shares; 2025Q2: 5,912 shares; 2025Q3: 7,915 shares; 2025Q4: 7,999 shares; 2026Q1: 7,752 shares; 2026Q2: 9,919 shares 9,919 $504K 0.41% +2,167 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,445 shares; 2025Q1: 18,724 shares; 2025Q2: 13,051 shares; 2025Q3: 15,641 shares; 2025Q4: 15,641 shares; 2026Q1: 15,641 shares; 2026Q2: 17,106 shares 17,106 $503K 0.41% +1,465 Timeline INOD INNODATA INC More: the full row for INNODATA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,067 shares; 2025Q4: 4,560 shares; 2026Q1: not reported; 2026Q2: 6,553 shares 6,553 $495K 0.4% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,778 shares; 2025Q1: 3,778 shares; 2025Q2: 3,878 shares; 2025Q3: 3,478 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,260 shares 5,260 $495K 0.4% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 163 shares; 2026Q2: 1,630 shares 1,630 $492K 0.4% +1,467 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,220 shares; 2025Q3: 5,338 shares; 2025Q4: 4,825 shares; 2026Q1: 3,922 shares; 2026Q2: 4,307 shares 4,307 $490K 0.4% +385 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18,259 shares; 2025Q1: 16,611 shares; 2025Q2: 12,493 shares; 2025Q3: 13,886 shares; 2025Q4: 13,445 shares; 2026Q1: 11,249 shares; 2026Q2: 12,128 shares 12,128 $464K 0.38% +879 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; 2024Q3: restricted; 2024Q4: 5,054 shares; 2025Q1: 5,285 shares; 2025Q2: 5,264 shares; 2025Q3: 5,264 shares; 2025Q4: 5,264 shares; 2026Q1: 5,264 shares; 2026Q2: 5,264 shares 5,264 $462K 0.37% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,840 shares; 2025Q4: 1,840 shares; 2026Q1: 1,894 shares; 2026Q2: 2,071 shares 2,071 $451K 0.37% +177 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,825 shares; 2025Q2: 3,538 shares; 2025Q3: 5,344 shares; 2025Q4: 6,208 shares; 2026Q1: 6,156 shares; 2026Q2: 5,925 shares 5,925 $447K 0.36% -231 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 422 shares; 2025Q2: 868 shares; 2025Q3: 814 shares; 2025Q4: 899 shares; 2026Q1: 920 shares; 2026Q2: 890 shares 890 $445K 0.36% -30 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; 2024Q3: restricted; 2024Q4: 7,868 shares; 2025Q1: 6,274 shares; 2025Q2: 3,458 shares; 2025Q3: 5,170 shares; 2025Q4: 4,471 shares; 2026Q1: 4,574 shares; 2026Q2: 4,175 shares 4,175 $432K 0.35% -399 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,224 shares 6,224 $425K 0.34% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,006 shares; 2025Q3: 1,321 shares; 2025Q4: 1,219 shares; 2026Q1: 1,193 shares; 2026Q2: 1,141 shares 1,141 $420K 0.34% -52 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,085 shares; 2025Q4: 17,364 shares; 2026Q1: not reported; 2026Q2: 13,915 shares 13,915 $414K 0.34% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,321 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,368 shares 4,368 $408K 0.33% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,633 shares; 2026Q2: 5,588 shares 5,588 $407K 0.33% -45 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; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 824 shares; 2025Q2: 596 shares; 2025Q3: 519 shares; 2025Q4: 525 shares; 2026Q1: 390 shares; 2026Q2: 398 shares 398 $403K 0.33% +8 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,795 shares; 2026Q2: 1,266 shares 1,266 $400K 0.32% -529 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,852 shares; 2025Q4: 8,253 shares; 2026Q1: 8,873 shares; 2026Q2: 9,692 shares 9,692 $395K 0.32% +819 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,832 shares 11,832 $394K 0.32% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,048 shares; 2026Q1: 991 shares; 2026Q2: 991 shares 991 $386K 0.31% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,662 shares; 2026Q1: 3,847 shares; 2026Q2: 3,426 shares 3,426 $385K 0.31% -421 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,245 shares 2,245 $378K 0.31% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 995 shares 995 $375K 0.3% new 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; 2024Q3: restricted; 2024Q4: 3,096 shares; 2025Q1: 3,212 shares; 2025Q2: 3,228 shares; 2025Q3: 4,959 shares; 2025Q4: 4,772 shares; 2026Q1: 5,261 shares; 2026Q2: 4,078 shares 4,078 $374K 0.3% -1,183 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 811 shares; 2025Q1: 649 shares; 2025Q2: 637 shares; 2025Q3: 500 shares; 2025Q4: not reported; 2026Q1: 192 shares; 2026Q2: 185 shares 185 $367K 0.3% -7 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,698 shares; 2025Q2: 1,523 shares; 2025Q3: 1,352 shares; 2025Q4: 1,052 shares; 2026Q1: not reported; 2026Q2: 459 shares 459 $367K 0.3% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 882 shares; 2025Q4: 850 shares; 2026Q1: 879 shares; 2026Q2: 4,254 shares 4,254 $366K 0.3% +3,375 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,065 shares; 2026Q1: 9,139 shares; 2026Q2: 9,982 shares 9,982 $364K 0.29% +843 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,463 shares; 2025Q1: 22,852 shares; 2025Q2: 20,930 shares; 2025Q3: 20,161 shares; 2025Q4: 22,852 shares; 2026Q1: 26,401 shares; 2026Q2: 16,337 shares 16,337 $360K 0.29% -10,064 Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares; 2026Q2: 1,556 shares 1,556 $356K 0.29% +164 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,662 shares; 2025Q3: 2,711 shares; 2025Q4: 2,921 shares; 2026Q1: 3,035 shares; 2026Q2: 2,912 shares 2,912 $355K 0.29% -123 Timeline HRMY HARMONY BIOSCIENCES HLDGS IN More: the full row for HARMONY BIOSCIENCES HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,012 shares; 2025Q4: 11,409 shares; 2026Q1: 8,686 shares; 2026Q2: 9,625 shares 9,625 $350K 0.28% +939 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,577 shares; 2026Q1: 6,126 shares; 2026Q2: 6,841 shares 6,841 $345K 0.28% +715 Timeline MRGR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,650 shares; 2026Q1: 6,081 shares; 2026Q2: 7,541 shares 7,541 $343K 0.28% +1,460 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,616 shares; 2026Q1: not reported; 2026Q2: 1,950 shares 1,950 $338K 0.27% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,808 shares; 2026Q1: 11,109 shares; 2026Q2: 13,375 shares 13,375 $332K 0.27% +2,266 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,319 shares; 2025Q1: 6,994 shares; 2025Q2: 6,718 shares; 2025Q3: 5,918 shares; 2025Q4: 4,218 shares; 2026Q1: 4,318 shares; 2026Q2: 4,318 shares 4,318 $328K 0.27% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,991 shares; 2025Q2: 2,144 shares; 2025Q3: 2,012 shares; 2025Q4: 2,129 shares; 2026Q1: 2,119 shares; 2026Q2: 2,284 shares 2,284 $327K 0.26% +165 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,660 shares; 2025Q3: 4,104 shares; 2025Q4: 4,275 shares; 2026Q1: 4,080 shares; 2026Q2: 3,729 shares 3,729 $324K 0.26% -351 Timeline XLRE 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,229 shares 7,229 $318K 0.26% new Timeline FLRT PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,212 shares; 2026Q1: 7,032 shares; 2026Q2: 6,797 shares 6,797 $317K 0.26% -235 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,385 shares; 2025Q2: 2,108 shares; 2025Q3: 2,467 shares; 2025Q4: 1,877 shares; 2026Q1: 1,886 shares; 2026Q2: 1,912 shares 1,912 $317K 0.26% +26 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,476 shares; 2025Q4: 5,289 shares; 2026Q1: 5,071 shares; 2026Q2: 5,304 shares 5,304 $313K 0.25% +233 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,115 shares; 2025Q1: 1,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,275 shares; 2026Q2: 371 shares 371 $311K 0.25% -904 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,970 shares; 2026Q1: 10,800 shares; 2026Q2: 13,930 shares 13,930 $310K 0.25% +3,130 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 645 shares; 2025Q3: 670 shares; 2025Q4: 825 shares; 2026Q1: 857 shares; 2026Q2: 894 shares 894 $302K 0.24% +37 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,000 shares 3,000 $301K 0.24% new Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,926 shares; 2026Q1: 10,128 shares; 2026Q2: 14,545 shares 14,545 $299K 0.24% +4,417 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 771 shares; 2026Q1: 772 shares; 2026Q2: 786 shares 786 $294K 0.24% +14 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,134 shares; 2025Q4: 7,505 shares; 2026Q1: 7,627 shares; 2026Q2: 8,246 shares 8,246 $292K 0.24% +619 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,072 shares; 2025Q4: 2,883 shares; 2026Q1: 3,489 shares; 2026Q2: 2,495 shares 2,495 $291K 0.24% -994 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; 2024Q3: restricted; 2024Q4: 2,493 shares; 2025Q1: 5,141 shares; 2025Q2: 3,476 shares; 2025Q3: 2,969 shares; 2025Q4: 2,851 shares; 2026Q1: 2,192 shares; 2026Q2: 2,111 shares 2,111 $289K 0.23% -81 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; 2024Q3: restricted; 2024Q4: 8,844 shares; 2025Q1: 7,953 shares; 2025Q2: 7,762 shares; 2025Q3: 7,617 shares; 2025Q4: 7,355 shares; 2026Q1: 7,137 shares; 2026Q2: 6,726 shares 6,726 $285K 0.23% -411 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,117 shares 4,117 $283K 0.23% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,738 shares 6,738 $278K 0.23% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,491 shares; 2026Q2: 1,596 shares 1,596 $277K 0.22% +105 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,568 shares; 2025Q4: 3,568 shares; 2026Q1: 3,668 shares; 2026Q2: 3,563 shares 3,563 $275K 0.22% -105 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 556 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares; 2026Q2: 537 shares 537 $274K 0.22% -2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,004 shares; 2025Q3: 3,019 shares; 2025Q4: not reported; 2026Q1: 2,105 shares; 2026Q2: 2,124 shares 2,124 $273K 0.22% +19 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,663 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,511 shares 3,511 $268K 0.22% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 717 shares; 2025Q2: 1,215 shares; 2025Q3: 870 shares; 2025Q4: 1,056 shares; 2026Q1: 800 shares; 2026Q2: 737 shares 737 $267K 0.22% -63 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 837 shares; 2025Q1: 564 shares; 2025Q2: 373 shares; 2025Q3: 345 shares; 2025Q4: 519 shares; 2026Q1: not reported; 2026Q2: 573 shares 573 $263K 0.21% new Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 496 shares; 2026Q2: 587 shares 587 $257K 0.21% +91 Timeline IMAX IMAX CORP More: the full row for IMAX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,224 shares; 2026Q1: 6,266 shares; 2026Q2: 6,431 shares 6,431 $256K 0.21% +165 Timeline QQQJ 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,563 shares 5,563 $253K 0.2% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 215 shares 215 $253K 0.2% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,604 shares; 2025Q1: 4,032 shares; 2025Q2: 3,466 shares; 2025Q3: 2,571 shares; 2025Q4: 2,818 shares; 2026Q1: 1,719 shares; 2026Q2: 1,717 shares 1,717 $251K 0.2% -2 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,730 shares; 2025Q4: 3,190 shares; 2026Q1: 3,115 shares; 2026Q2: 2,856 shares 2,856 $251K 0.2% -259 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,962 shares 2,962 $245K 0.2% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 457 shares; 2026Q1: 457 shares; 2026Q2: 457 shares 457 $239K 0.19% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 877 shares; 2025Q2: 1,015 shares; 2025Q3: 1,015 shares; 2025Q4: 1,037 shares; 2026Q1: 740 shares; 2026Q2: 726 shares 726 $238K 0.19% -14 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,621 shares; 2026Q1: 3,374 shares; 2026Q2: 2,793 shares 2,793 $235K 0.19% -581 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,152 shares; 2025Q2: 1,011 shares; 2025Q3: 854 shares; 2025Q4: 775 shares; 2026Q1: not reported; 2026Q2: 821 shares 821 $231K 0.19% new 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; 2024Q3: restricted; 2024Q4: 11,451 shares; 2025Q1: 11,164 shares; 2025Q2: 7,475 shares; 2025Q3: 6,175 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,943 shares 3,943 $225K 0.18% new Timeline DLX DELUXE CORP MEDIUM TERM NTS More: the full row for DELUXE CORP MEDIUM TERM NTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,983 shares; 2025Q1: 10,897 shares; 2025Q2: 12,437 shares; 2025Q3: 11,340 shares; 2025Q4: 9,874 shares; 2026Q1: 9,573 shares; 2026Q2: 9,289 shares 9,289 $222K 0.18% -284 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 636 shares 636 $218K 0.18% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 964 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 456 shares 456 $218K 0.18% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 924 shares; 2025Q1: 994 shares; 2025Q2: 980 shares; 2025Q3: 984 shares; 2025Q4: 1,107 shares; 2026Q1: 733 shares; 2026Q2: 581 shares 581 $217K 0.18% -152 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 811 shares; 2026Q2: 386 shares 386 $216K 0.18% -425 Timeline FCVT 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,992 shares 3,992 $215K 0.17% new Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,182 shares 6,182 $214K 0.17% new Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,443 shares 7,443 $211K 0.17% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 789 shares 789 $206K 0.17% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 323 shares 323 $205K 0.17% new Timeline AFK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,506 shares; 2026Q1: 9,491 shares; 2026Q2: 7,970 shares 7,970 $205K 0.17% -1,521 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,063 shares; 2025Q3: 2,031 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,254 shares 1,254 $203K 0.16% new Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,293 shares 10,293 $201K 0.16% new Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,926 shares; 2025Q1: 12,114 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,149 shares 11,149 $199K 0.16% new Timeline PGF 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; 2024Q3: restricted; 2024Q4: 10,081 shares; 2025Q1: not reported; 2025Q2: 10,052 shares; 2025Q3: 10,699 shares; 2025Q4: 12,255 shares; 2026Q1: 12,632 shares; 2026Q2: 14,393 shares 14,393 $197K 0.16% +1,761 Timeline