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: 54,158 shares; 2024Q4: 56,029 shares; 2025Q1: 58,441 shares; 2025Q2: 54,470 shares; 2025Q3: 58,655 shares; 2025Q4: 62,769 shares; 2026Q1: 75,632 shares 75,632 $45.2M 5.44% +12,863 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: 18,174 shares; 2024Q4: 14,141 shares; 2025Q1: 14,205 shares; 2025Q2: 13,492 shares; 2025Q3: 13,365 shares; 2025Q4: 12,966 shares; 2026Q1: 427,636 shares 427,636 $27.4M 3.3% +414,670 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,442 shares; 2024Q4: 67,535 shares; 2025Q1: 85,768 shares; 2025Q2: 83,949 shares; 2025Q3: 101,709 shares; 2025Q4: 130,002 shares; 2026Q1: 127,488 shares 127,488 $27.2M 3.28% -2,514 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: 53,836 shares; 2024Q4: 59,151 shares; 2025Q1: 60,549 shares; 2025Q2: 48,493 shares; 2025Q3: 54,244 shares; 2025Q4: 60,362 shares; 2026Q1: 60,568 shares 60,568 $25.8M 3.11% +206 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: 123,266 shares; 2024Q4: 124,219 shares; 2025Q1: 125,703 shares; 2025Q2: 98,875 shares; 2025Q3: 89,963 shares; 2025Q4: 88,801 shares; 2026Q1: 97,621 shares 97,621 $24.8M 2.98% +8,820 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: 120,068 shares; 2024Q4: 120,230 shares; 2025Q1: 124,739 shares; 2025Q2: 101,635 shares; 2025Q3: 102,235 shares; 2025Q4: 103,795 shares; 2026Q1: 118,854 shares 118,854 $20.7M 2.5% +15,059 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: 57,449 shares; 2024Q4: 54,007 shares; 2025Q1: 54,050 shares; 2025Q2: 41,804 shares; 2025Q3: 40,822 shares; 2025Q4: 42,032 shares; 2026Q1: 52,848 shares 52,848 $19.6M 2.36% +10,816 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: 75,766 shares; 2024Q4: 77,097 shares; 2025Q1: 75,860 shares; 2025Q2: 62,974 shares; 2025Q3: 62,195 shares; 2025Q4: 64,747 shares; 2026Q1: 87,685 shares 87,685 $18.3M 2.2% +22,938 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 335,101 shares; 2024Q4: 280,261 shares; 2025Q1: 298,227 shares; 2025Q2: 246,054 shares; 2025Q3: 263,765 shares; 2025Q4: 305,803 shares; 2026Q1: 341,084 shares 341,084 $15.8M 1.9% +35,281 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 472,905 shares 472,905 $15.2M 1.83% new 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: 24,492 shares; 2024Q4: 24,873 shares; 2025Q1: 25,481 shares; 2025Q2: 24,360 shares; 2025Q3: 24,744 shares; 2025Q4: 25,232 shares; 2026Q1: 26,121 shares 26,121 $15.1M 1.82% +889 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: 43,339 shares; 2024Q4: 38,775 shares; 2025Q1: 45,368 shares; 2025Q2: 23,291 shares; 2025Q3: 22,660 shares; 2025Q4: 22,221 shares; 2026Q1: 21,427 shares 21,427 $13.9M 1.68% -794 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,416 shares; 2024Q4: 169,722 shares; 2025Q1: 186,035 shares; 2025Q2: 173,098 shares; 2025Q3: 261,581 shares; 2025Q4: 298,406 shares; 2026Q1: 238,054 shares 238,054 $13.8M 1.67% -60,352 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: 14,602 shares; 2024Q4: 15,402 shares; 2025Q1: 17,290 shares; 2025Q2: 18,420 shares; 2025Q3: 17,853 shares; 2025Q4: 19,174 shares; 2026Q1: 20,844 shares 20,844 $13.6M 1.64% +1,670 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: 44,544 shares; 2024Q4: 42,713 shares; 2025Q1: 43,356 shares; 2025Q2: 38,886 shares; 2025Q3: 39,398 shares; 2025Q4: 38,609 shares; 2026Q1: 40,463 shares 40,463 $11.9M 1.43% +1,854 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: 16,966 shares; 2024Q4: 17,119 shares; 2025Q1: 17,383 shares; 2025Q2: 14,439 shares; 2025Q3: 14,495 shares; 2025Q4: 15,273 shares; 2026Q1: 16,751 shares 16,751 $9.58M 1.15% +1,478 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: 37,307 shares; 2024Q4: 34,384 shares; 2025Q1: 35,146 shares; 2025Q2: 28,381 shares; 2025Q3: 28,434 shares; 2025Q4: 28,718 shares; 2026Q1: 33,119 shares 33,119 $9.52M 1.15% +4,401 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 171,362 shares 171,362 $9.26M 1.12% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,870 shares; 2024Q4: 38,936 shares; 2025Q1: 39,719 shares; 2025Q2: 33,394 shares; 2025Q3: 27,268 shares; 2025Q4: 25,318 shares; 2026Q1: 28,996 shares 28,996 $8.97M 1.08% +3,678 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,798 shares; 2024Q4: 68,596 shares; 2025Q1: 78,471 shares; 2025Q2: 67,839 shares; 2025Q3: 68,349 shares; 2025Q4: 48,587 shares; 2026Q1: 45,601 shares 45,601 $8.75M 1.05% -2,986 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: 36,613 shares; 2024Q4: 32,396 shares; 2025Q1: 31,973 shares; 2025Q2: 26,420 shares; 2025Q3: 25,880 shares; 2025Q4: 26,144 shares; 2026Q1: 29,482 shares 29,482 $8.46M 1.02% +3,338 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: 20,507 shares; 2024Q4: 16,704 shares; 2025Q1: 16,973 shares; 2025Q2: 15,686 shares; 2025Q3: 15,825 shares; 2025Q4: 14,838 shares; 2026Q1: 26,088 shares 26,088 $8.37M 1.01% +11,250 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,096 shares; 2024Q4: 24,412 shares; 2025Q1: 26,463 shares; 2025Q2: 30,806 shares; 2025Q3: 33,075 shares; 2025Q4: 36,641 shares; 2026Q1: 37,560 shares 37,560 $7.81M 0.94% +919 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: 30,558 shares; 2024Q4: 32,623 shares; 2025Q1: 30,734 shares; 2025Q2: 35,130 shares; 2025Q3: 116,890 shares; 2025Q4: 166,559 shares; 2026Q1: 108,153 shares 108,153 $7.54M 0.91% -58,406 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: 49,008 shares; 2024Q4: 42,142 shares; 2025Q1: 43,294 shares; 2025Q2: 40,491 shares; 2025Q3: 40,721 shares; 2025Q4: 41,760 shares; 2026Q1: 43,334 shares 43,334 $7.35M 0.89% +1,574 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,776 shares; 2025Q2: 130,555 shares; 2025Q3: 162,117 shares; 2025Q4: 185,340 shares; 2026Q1: 190,798 shares 190,798 $6.91M 0.83% +5,458 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,455 shares; 2024Q4: 324,526 shares; 2025Q1: 331,857 shares; 2025Q2: 231,828 shares; 2025Q3: 237,079 shares; 2025Q4: 220,905 shares; 2026Q1: 221,094 shares 221,094 $6.44M 0.78% +189 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT 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: 24,928 shares 24,928 $6.08M 0.73% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,048 shares; 2025Q1: 10,115 shares; 2025Q2: 10,448 shares; 2025Q3: 13,626 shares; 2025Q4: 24,111 shares; 2026Q1: 25,147 shares 25,147 $6.03M 0.73% +1,036 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: 24,954 shares; 2024Q4: 21,643 shares; 2025Q1: 23,990 shares; 2025Q2: 21,323 shares; 2025Q3: 21,279 shares; 2025Q4: 21,619 shares; 2026Q1: 22,592 shares 22,592 $5.52M 0.67% +973 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,771 shares; 2024Q4: 68,190 shares; 2025Q1: 73,963 shares; 2025Q2: 75,377 shares; 2025Q3: 75,141 shares; 2025Q4: 79,181 shares; 2026Q1: 79,618 shares 79,618 $5.44M 0.65% +437 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: 14,757 shares; 2024Q4: 15,394 shares; 2025Q1: 16,658 shares; 2025Q2: 12,158 shares; 2025Q3: 12,190 shares; 2025Q4: 12,282 shares; 2026Q1: 14,524 shares 14,524 $5.4M 0.65% +2,242 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: 42,750 shares; 2024Q4: 42,253 shares; 2025Q1: 42,280 shares; 2025Q2: 34,060 shares; 2025Q3: 35,297 shares; 2025Q4: 36,888 shares; 2026Q1: 42,597 shares 42,597 $5.29M 0.64% +5,709 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,736 shares 56,736 $5.26M 0.63% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,729 shares; 2024Q4: 23,100 shares; 2025Q1: 22,620 shares; 2025Q2: 21,052 shares; 2025Q3: 21,260 shares; 2025Q4: 21,529 shares; 2026Q1: 23,390 shares 23,390 $5.09M 0.61% +1,861 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,605 shares; 2024Q4: 19,420 shares; 2025Q1: 20,037 shares; 2025Q2: 18,510 shares; 2025Q3: 17,626 shares; 2025Q4: 18,261 shares; 2026Q1: 18,800 shares 18,800 $4.92M 0.59% +539 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,016 shares; 2024Q4: 57,195 shares; 2025Q1: 65,952 shares; 2025Q2: 66,411 shares; 2025Q3: 87,294 shares; 2025Q4: 82,573 shares; 2026Q1: 85,461 shares 85,461 $4.84M 0.58% +2,888 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,903 shares; 2025Q4: 47,290 shares; 2026Q1: 66,783 shares 66,783 $4.73M 0.57% +19,493 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: 88,417 shares; 2024Q4: 46,396 shares; 2025Q1: 41,912 shares; 2025Q2: 26,682 shares; 2025Q3: 24,866 shares; 2025Q4: 27,587 shares; 2026Q1: 51,197 shares 51,197 $4.63M 0.56% +23,610 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,800 shares; 2024Q4: 106,842 shares; 2025Q1: 104,669 shares; 2025Q2: 92,107 shares; 2025Q3: 90,454 shares; 2025Q4: 90,190 shares; 2026Q1: 82,845 shares 82,845 $4.37M 0.53% -7,345 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: 17,515 shares; 2024Q4: 17,863 shares; 2025Q1: 20,346 shares; 2025Q2: 25,376 shares; 2025Q3: 26,841 shares; 2025Q4: 28,098 shares; 2026Q1: 30,595 shares 30,595 $4.36M 0.52% +2,497 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,895 shares; 2024Q4: 2,849 shares; 2025Q1: 4,657 shares; 2025Q2: 9,194 shares; 2025Q3: 9,124 shares; 2025Q4: 10,132 shares; 2026Q1: 13,391 shares 13,391 $4.26M 0.51% +3,259 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: 13,541 shares; 2024Q4: 12,642 shares; 2025Q1: 12,373 shares; 2025Q2: 11,185 shares; 2025Q3: 11,238 shares; 2025Q4: 11,664 shares; 2026Q1: 12,278 shares 12,278 $4.04M 0.49% +614 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: 37,516 shares; 2024Q4: 34,668 shares; 2025Q1: 33,506 shares; 2025Q2: 28,394 shares; 2025Q3: 26,824 shares; 2025Q4: 27,628 shares; 2026Q1: 27,284 shares 27,284 $3.94M 0.47% -344 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: 50,136 shares; 2024Q4: 52,361 shares; 2025Q1: 50,722 shares; 2025Q2: 51,695 shares; 2025Q3: 48,496 shares; 2025Q4: 54,642 shares; 2026Q1: 57,302 shares 57,302 $3.87M 0.47% +2,660 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,695 shares; 2024Q4: 2,644 shares; 2025Q1: 2,686 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,592 shares; 2026Q1: 2,602 shares 2,602 $3.83M 0.46% +10 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,623 shares; 2024Q4: 4,189 shares; 2025Q1: 21,400 shares; 2025Q2: 26,139 shares; 2025Q3: 34,095 shares; 2025Q4: 32,640 shares; 2026Q1: 37,784 shares 37,784 $3.81M 0.46% +5,144 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,644 shares; 2024Q4: 37,826 shares; 2025Q1: 39,103 shares; 2025Q2: 48,541 shares; 2025Q3: 44,762 shares; 2025Q4: 44,897 shares; 2026Q1: 47,777 shares 47,777 $3.71M 0.45% +2,880 Timeline FV 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: 76,617 shares; 2024Q4: 76,544 shares; 2025Q1: 76,484 shares; 2025Q2: 64,511 shares; 2025Q3: 64,556 shares; 2025Q4: 61,129 shares; 2026Q1: 60,862 shares 60,862 $3.68M 0.44% -267 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,175 shares; 2025Q1: 18,889 shares; 2025Q2: 20,716 shares; 2025Q3: 29,101 shares; 2025Q4: 29,265 shares; 2026Q1: 36,491 shares 36,491 $3.67M 0.44% +7,226 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 13,527 shares; 2025Q1: 13,592 shares; 2025Q2: 10,976 shares; 2025Q3: 11,022 shares; 2025Q4: 11,163 shares; 2026Q1: 11,421 shares 11,421 $3.55M 0.43% +258 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,867 shares; 2024Q4: 7,666 shares; 2025Q1: 7,974 shares; 2025Q2: 7,876 shares; 2025Q3: 8,281 shares; 2025Q4: 8,945 shares; 2026Q1: 9,139 shares 9,139 $3.5M 0.42% +194 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: 4,214 shares; 2024Q4: 3,529 shares; 2025Q1: 3,731 shares; 2025Q2: 2,878 shares; 2025Q3: 3,078 shares; 2025Q4: 3,135 shares; 2026Q1: 3,768 shares 3,768 $3.47M 0.42% +633 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: 15,223 shares; 2024Q4: 14,558 shares; 2025Q1: 14,271 shares; 2025Q2: 13,910 shares; 2025Q3: 13,885 shares; 2025Q4: 13,930 shares; 2026Q1: 14,144 shares 14,144 $3.2M 0.39% +214 Timeline SCHR 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: 8,373 shares; 2024Q4: 12,345 shares; 2025Q1: 12,781 shares; 2025Q2: 8,284 shares; 2025Q3: not reported; 2025Q4: 13,295 shares; 2026Q1: 128,041 shares 128,041 $3.19M 0.38% +114,746 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,845 shares; 2024Q4: 8,800 shares; 2025Q1: 23,190 shares; 2025Q2: 18,528 shares; 2025Q3: 31,573 shares; 2025Q4: 87,000 shares; 2026Q1: 63,096 shares 63,096 $3.14M 0.38% -23,904 Timeline VMBS 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: 66,734 shares; 2024Q4: 65,391 shares; 2025Q1: 58,534 shares; 2025Q2: 39,505 shares; 2025Q3: 46,584 shares; 2025Q4: 59,851 shares; 2026Q1: 66,414 shares 66,414 $3.12M 0.38% +6,563 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,550 shares; 2025Q3: 42,679 shares; 2025Q4: 45,617 shares; 2026Q1: 61,877 shares 61,877 $2.97M 0.36% +16,260 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,419 shares; 2024Q4: 27,489 shares; 2025Q1: 33,022 shares; 2025Q2: 32,470 shares; 2025Q3: 32,187 shares; 2025Q4: 35,127 shares; 2026Q1: 37,465 shares 37,465 $2.96M 0.36% +2,338 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,679 shares; 2024Q4: 3,805 shares; 2025Q1: 3,798 shares; 2025Q2: 2,779 shares; 2025Q3: 2,774 shares; 2025Q4: 27,582 shares; 2026Q1: 29,944 shares 29,944 $2.88M 0.35% +2,362 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,128 shares; 2024Q4: 31,762 shares; 2025Q1: 31,562 shares; 2025Q2: 29,976 shares; 2025Q3: 29,327 shares; 2025Q4: 29,318 shares; 2026Q1: 29,128 shares 29,128 $2.72M 0.33% -190 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: 21,682 shares; 2024Q4: 24,047 shares; 2025Q1: 18,187 shares; 2025Q2: 43,639 shares; 2025Q3: 43,605 shares; 2025Q4: 52,075 shares; 2026Q1: 53,099 shares 53,099 $2.65M 0.32% +1,024 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,978 shares; 2026Q1: 29,135 shares 29,135 $2.63M 0.32% +2,157 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,377 shares; 2024Q4: 42,268 shares; 2025Q1: 41,517 shares; 2025Q2: 26,476 shares; 2025Q3: 36,809 shares; 2025Q4: 46,055 shares; 2026Q1: 49,461 shares 49,461 $2.57M 0.31% +3,406 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: 9,237 shares; 2024Q4: 10,156 shares; 2025Q1: 10,751 shares; 2025Q2: 10,761 shares; 2025Q3: 9,600 shares; 2025Q4: 9,244 shares; 2026Q1: 9,846 shares 9,846 $2.44M 0.29% +602 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: 2,777 shares; 2024Q4: 2,636 shares; 2025Q1: 2,735 shares; 2025Q2: 1,962 shares; 2025Q3: 2,003 shares; 2025Q4: 2,104 shares; 2026Q1: 2,441 shares 2,441 $2.43M 0.29% +337 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,345 shares; 2026Q1: 46,162 shares 46,162 $2.43M 0.29% -1,183 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,496 shares; 2024Q4: 23,066 shares; 2025Q1: 22,855 shares; 2025Q2: 13,524 shares; 2025Q3: 11,861 shares; 2025Q4: 12,623 shares; 2026Q1: 14,554 shares 14,554 $2.32M 0.28% +1,931 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: 60,312 shares; 2024Q4: 47,590 shares; 2025Q1: 45,948 shares; 2025Q2: 36,967 shares; 2025Q3: 43,021 shares; 2025Q4: 43,018 shares; 2026Q1: 46,759 shares 46,759 $2.28M 0.27% +3,741 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: 13,939 shares; 2024Q4: 13,460 shares; 2025Q1: 14,198 shares; 2025Q2: 14,263 shares; 2025Q3: 15,755 shares; 2025Q4: 18,138 shares; 2026Q1: 20,729 shares 20,729 $2.2M 0.27% +2,591 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,560 shares; 2025Q1: 5,825 shares; 2025Q2: 5,446 shares; 2025Q3: 6,522 shares; 2025Q4: 6,047 shares; 2026Q1: 6,018 shares 6,018 $2.15M 0.26% -29 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: 6,437 shares; 2024Q4: 5,787 shares; 2025Q1: 6,048 shares; 2025Q2: 3,284 shares; 2025Q3: 3,419 shares; 2025Q4: 3,548 shares; 2026Q1: 4,371 shares 4,371 $2.09M 0.25% +823 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,440 shares; 2024Q4: 6,217 shares; 2025Q1: 6,334 shares; 2025Q2: 6,109 shares; 2025Q3: 6,022 shares; 2025Q4: 6,027 shares; 2026Q1: 7,139 shares 7,139 $2.08M 0.25% +1,112 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 2,571 shares; 2025Q1: 2,430 shares; 2025Q2: 2,099 shares; 2025Q3: 2,120 shares; 2025Q4: 2,000 shares; 2026Q1: 2,404 shares 2,404 $2.08M 0.25% +404 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: 9,194 shares; 2024Q4: 9,350 shares; 2025Q1: 9,725 shares; 2025Q2: 6,029 shares; 2025Q3: 5,804 shares; 2025Q4: 5,751 shares; 2026Q1: 6,809 shares 6,809 $2.06M 0.25% +1,058 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,536 shares; 2024Q4: 20,057 shares; 2025Q1: 20,488 shares; 2025Q2: 15,357 shares; 2025Q3: 15,448 shares; 2025Q4: 15,756 shares; 2026Q1: 13,161 shares 13,161 $2.04M 0.25% -2,595 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,827 shares; 2025Q1: 28,546 shares; 2025Q2: 24,718 shares; 2025Q3: 39,174 shares; 2025Q4: 43,168 shares; 2026Q1: 23,029 shares 23,029 $2.03M 0.24% -20,139 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: 16,649 shares; 2024Q4: 16,633 shares; 2025Q1: 16,199 shares; 2025Q2: 14,355 shares; 2025Q3: 15,532 shares; 2025Q4: 15,280 shares; 2026Q1: 15,225 shares 15,225 $1.95M 0.23% -55 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,179 shares; 2024Q4: 56,690 shares; 2025Q1: 56,752 shares; 2025Q2: 56,155 shares; 2025Q3: 54,879 shares; 2025Q4: 51,820 shares; 2026Q1: 39,693 shares 39,693 $1.87M 0.22% -12,127 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; 2024Q2: restricted; 2024Q3: 41,084 shares; 2024Q4: 43,925 shares; 2025Q1: 41,921 shares; 2025Q2: 44,845 shares; 2025Q3: 43,029 shares; 2025Q4: 42,135 shares; 2026Q1: 41,427 shares 41,427 $1.86M 0.22% -708 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,853 shares; 2024Q4: 3,002 shares; 2025Q1: 12,516 shares; 2025Q2: 21,629 shares; 2025Q3: 39,849 shares; 2025Q4: 45,428 shares; 2026Q1: 7,801 shares 7,801 $1.84M 0.22% -37,627 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,508 shares; 2024Q4: 9,918 shares; 2025Q1: 9,958 shares; 2025Q2: 9,222 shares; 2025Q3: 9,381 shares; 2025Q4: 9,612 shares; 2026Q1: 9,159 shares 9,159 $1.82M 0.22% -453 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; 2024Q2: restricted; 2024Q3: 7,514 shares; 2024Q4: 7,053 shares; 2025Q1: 22,381 shares; 2025Q2: 29,413 shares; 2025Q3: 24,770 shares; 2025Q4: 28,940 shares; 2026Q1: 33,148 shares 33,148 $1.81M 0.22% +4,208 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,637 shares; 2024Q4: 2,894 shares; 2025Q1: 6,311 shares; 2025Q2: 4,036 shares; 2025Q3: 4,691 shares; 2025Q4: 4,248 shares; 2026Q1: 11,141 shares 11,141 $1.8M 0.22% +6,893 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 45,469 shares; 2025Q4: 70,179 shares; 2026Q1: 71,589 shares 71,589 $1.8M 0.22% +1,410 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: 3,521 shares; 2024Q4: 3,334 shares; 2025Q1: 3,366 shares; 2025Q2: 2,626 shares; 2025Q3: 2,592 shares; 2025Q4: 3,230 shares; 2026Q1: 4,036 shares 4,036 $1.74M 0.21% +806 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,717 shares; 2024Q4: 16,598 shares; 2025Q1: 16,549 shares; 2025Q2: 16,305 shares; 2025Q3: 16,213 shares; 2025Q4: 16,515 shares; 2026Q1: 16,739 shares 16,739 $1.71M 0.21% +224 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,240 shares; 2024Q4: 11,766 shares; 2025Q1: 12,023 shares; 2025Q2: 12,493 shares; 2025Q3: 12,675 shares; 2025Q4: 12,772 shares; 2026Q1: 12,899 shares 12,899 $1.69M 0.2% +127 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,945 shares; 2024Q4: 7,610 shares; 2025Q1: 7,369 shares; 2025Q2: 4,535 shares; 2025Q3: 4,609 shares; 2025Q4: 5,068 shares; 2026Q1: 5,105 shares 5,105 $1.66M 0.2% +37 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: 12,175 shares; 2024Q4: 10,690 shares; 2025Q1: 10,040 shares; 2025Q2: 7,464 shares; 2025Q3: 7,791 shares; 2025Q4: 8,112 shares; 2026Q1: 8,581 shares 8,581 $1.66M 0.2% +469 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: 1,796 shares; 2025Q1: 1,809 shares; 2025Q2: 1,707 shares; 2025Q3: 1,686 shares; 2025Q4: 1,691 shares; 2026Q1: 1,708 shares 1,708 $1.64M 0.2% +17 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,287 shares; 2024Q4: 3,924 shares; 2025Q1: 3,616 shares; 2025Q2: 2,391 shares; 2025Q3: 2,312 shares; 2025Q4: 2,383 shares; 2026Q1: 2,718 shares 2,718 $1.64M 0.2% +335 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,479 shares; 2024Q4: 14,937 shares; 2025Q1: 17,075 shares; 2025Q2: 10,143 shares; 2025Q3: 9,505 shares; 2025Q4: 11,425 shares; 2026Q1: 10,957 shares 10,957 $1.61M 0.19% -468 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,830 shares; 2024Q4: 34,215 shares; 2025Q1: 35,967 shares; 2025Q2: 41,916 shares; 2025Q3: 47,216 shares; 2025Q4: 54,404 shares; 2026Q1: 56,848 shares 56,848 $1.59M 0.19% +2,444 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,913 shares; 2024Q4: 10,425 shares; 2025Q1: 10,335 shares; 2025Q2: 9,631 shares; 2025Q3: 9,878 shares; 2025Q4: 10,173 shares; 2026Q1: 9,888 shares 9,888 $1.59M 0.19% -285 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,163 shares; 2024Q4: 12,278 shares; 2025Q1: 12,488 shares; 2025Q2: 11,642 shares; 2025Q3: 11,865 shares; 2025Q4: 11,803 shares; 2026Q1: 12,046 shares 12,046 $1.58M 0.19% +243 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 71,499 shares; 2025Q4: 62,103 shares; 2026Q1: 63,135 shares 63,135 $1.53M 0.18% +1,032 Timeline ZALT 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: 27,125 shares; 2024Q4: 40,260 shares; 2025Q1: 43,725 shares; 2025Q2: 38,445 shares; 2025Q3: 42,005 shares; 2025Q4: 47,220 shares; 2026Q1: 46,930 shares 46,930 $1.52M 0.18% -290 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,738 shares; 2024Q4: 21,767 shares; 2025Q1: 22,533 shares; 2025Q2: 16,159 shares; 2025Q3: 16,543 shares; 2025Q4: 17,368 shares; 2026Q1: 25,092 shares 25,092 $1.52M 0.18% +7,724 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,907 shares; 2024Q4: 16,997 shares; 2025Q1: 17,249 shares; 2025Q2: 14,509 shares; 2025Q3: 14,333 shares; 2025Q4: 14,954 shares; 2026Q1: 15,763 shares 15,763 $1.52M 0.18% +809 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: 13,501 shares; 2024Q4: 26,198 shares; 2025Q1: 29,301 shares; 2025Q2: 31,509 shares; 2025Q3: 32,499 shares; 2025Q4: 28,618 shares; 2026Q1: 60,269 shares 60,269 $1.49M 0.18% +31,651 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: 25,246 shares; 2024Q4: 25,280 shares; 2025Q1: 24,561 shares; 2025Q2: 18,624 shares; 2025Q3: 17,665 shares; 2025Q4: 18,263 shares; 2026Q1: 19,189 shares 19,189 $1.46M 0.18% +926 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 2,136 shares; 2025Q1: 2,267 shares; 2025Q2: 2,116 shares; 2025Q3: 2,118 shares; 2025Q4: 2,121 shares; 2026Q1: 2,132 shares 2,132 $1.45M 0.18% +11 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,921 shares; 2024Q4: 9,614 shares; 2025Q1: 9,685 shares; 2025Q2: 9,393 shares; 2025Q3: 9,265 shares; 2025Q4: 9,300 shares; 2026Q1: 9,351 shares 9,351 $1.45M 0.18% +51 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: 12,577 shares; 2024Q4: 12,879 shares; 2025Q1: 14,528 shares; 2025Q2: 14,978 shares; 2025Q3: 14,325 shares; 2025Q4: 15,497 shares; 2026Q1: 15,501 shares 15,501 $1.44M 0.17% +4 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,172 shares; 2024Q4: 14,711 shares; 2025Q1: 12,490 shares; 2025Q2: 6,860 shares; 2025Q3: 7,093 shares; 2025Q4: 9,121 shares; 2026Q1: 9,781 shares 9,781 $1.43M 0.17% +660 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,103 shares; 2024Q4: 2,727 shares; 2025Q1: 2,706 shares; 2025Q2: 2,730 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 3,259 shares 3,259 $1.42M 0.17% +546 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,692 shares; 2026Q1: 31,854 shares 31,854 $1.42M 0.17% +162 Timeline PZA 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: 61,764 shares 61,764 $1.42M 0.17% new 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: 18,385 shares; 2024Q4: 15,853 shares; 2025Q1: 14,939 shares; 2025Q2: 13,100 shares; 2025Q3: 12,464 shares; 2025Q4: 12,042 shares; 2026Q1: 11,638 shares 11,638 $1.4M 0.17% -404 Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 11,919 shares; 2025Q1: 12,761 shares; 2025Q2: 19,326 shares; 2025Q3: 19,186 shares; 2025Q4: 19,218 shares; 2026Q1: 19,200 shares 19,200 $1.39M 0.17% -18 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,065 shares; 2024Q4: 46,642 shares; 2025Q1: 35,010 shares; 2025Q2: 34,249 shares; 2025Q3: 25,421 shares; 2025Q4: 16,480 shares; 2026Q1: 12,491 shares 12,491 $1.39M 0.17% -3,989 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,009 shares; 2024Q4: 9,168 shares; 2025Q1: 8,372 shares; 2025Q2: 10,365 shares; 2025Q3: 10,417 shares; 2025Q4: 11,801 shares; 2026Q1: 12,578 shares 12,578 $1.39M 0.17% +777 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: 34,734 shares; 2024Q4: 33,497 shares; 2025Q1: 37,503 shares; 2025Q2: 25,414 shares; 2025Q3: 25,379 shares; 2025Q4: 25,255 shares; 2026Q1: 27,524 shares 27,524 $1.38M 0.17% +2,269 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: 11,140 shares; 2024Q4: 9,715 shares; 2025Q1: 9,651 shares; 2025Q2: 5,292 shares; 2025Q3: 5,542 shares; 2025Q4: 5,548 shares; 2026Q1: 6,623 shares 6,623 $1.37M 0.17% +1,075 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,734 shares; 2024Q4: 57,127 shares; 2025Q1: 56,236 shares; 2025Q2: 68,433 shares; 2025Q3: 68,171 shares; 2025Q4: 68,116 shares; 2026Q1: 37,059 shares 37,059 $1.36M 0.16% -31,057 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,369 shares; 2024Q4: 67,530 shares; 2025Q1: 58,956 shares; 2025Q2: 87,480 shares; 2025Q3: 47,232 shares; 2025Q4: 43,332 shares; 2026Q1: 18,208 shares 18,208 $1.35M 0.16% -25,124 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,927 shares; 2024Q4: 12,843 shares; 2025Q1: 12,679 shares; 2025Q2: 10,730 shares; 2025Q3: 10,175 shares; 2025Q4: 10,183 shares; 2026Q1: 10,249 shares 10,249 $1.34M 0.16% +66 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,792 shares; 2024Q4: 24,057 shares; 2025Q1: 17,988 shares; 2025Q2: 19,101 shares; 2025Q3: 14,829 shares; 2025Q4: 18,844 shares; 2026Q1: 18,944 shares 18,944 $1.33M 0.16% +100 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,762 shares; 2024Q4: 51,413 shares; 2025Q1: 58,064 shares; 2025Q2: 50,107 shares; 2025Q3: 47,959 shares; 2025Q4: 47,111 shares; 2026Q1: 46,859 shares 46,859 $1.32M 0.16% -252 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,032 shares; 2024Q4: 18,513 shares; 2025Q1: 11,251 shares; 2025Q2: 10,715 shares; 2025Q3: 11,192 shares; 2025Q4: 22,585 shares; 2026Q1: 21,011 shares 21,011 $1.29M 0.16% -1,574 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,146 shares; 2025Q4: 43,194 shares; 2026Q1: 51,783 shares 51,783 $1.28M 0.15% +8,589 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: not reported; 2025Q1: 4,662 shares; 2025Q2: 3,013 shares; 2025Q3: 3,126 shares; 2025Q4: 3,673 shares; 2026Q1: 3,960 shares 3,960 $1.27M 0.15% +287 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,669 shares; 2025Q1: 20,751 shares; 2025Q2: 25,232 shares; 2025Q3: 26,490 shares; 2025Q4: 41,685 shares; 2026Q1: 39,998 shares 39,998 $1.26M 0.15% -1,687 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,912 shares; 2024Q4: 4,186 shares; 2025Q1: 4,120 shares; 2025Q2: 3,359 shares; 2025Q3: 3,172 shares; 2025Q4: 3,198 shares; 2026Q1: 3,557 shares 3,557 $1.25M 0.15% +359 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; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 17,035 shares; 2025Q1: 27,600 shares; 2025Q2: 29,795 shares; 2025Q3: 32,759 shares; 2025Q4: 38,299 shares; 2026Q1: 37,062 shares 37,062 $1.24M 0.15% -1,237 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,278 shares; 2024Q4: 28,232 shares; 2025Q1: 28,125 shares; 2025Q2: 32,564 shares; 2025Q3: 32,564 shares; 2025Q4: 32,564 shares; 2026Q1: 32,754 shares 32,754 $1.24M 0.15% +190 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,693 shares; 2024Q4: 5,014 shares; 2025Q1: 5,023 shares; 2025Q2: 4,020 shares; 2025Q3: 3,903 shares; 2025Q4: 4,261 shares; 2026Q1: 5,076 shares 5,076 $1.23M 0.15% +815 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: 9,767 shares; 2025Q4: 29,213 shares; 2026Q1: 42,042 shares 42,042 $1.22M 0.15% +12,829 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 7,717 shares; 2025Q1: 7,951 shares; 2025Q2: 8,083 shares; 2025Q3: 8,822 shares; 2025Q4: 8,745 shares; 2026Q1: 8,839 shares 8,839 $1.2M 0.14% +94 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,185 shares; 2025Q1: 5,715 shares; 2025Q2: 3,518 shares; 2025Q3: 4,100 shares; 2025Q4: 4,295 shares; 2026Q1: 4,728 shares 4,728 $1.18M 0.14% +433 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,784 shares; 2024Q4: 42,029 shares; 2025Q1: 41,874 shares; 2025Q2: 42,119 shares; 2025Q3: 42,380 shares; 2025Q4: 37,820 shares; 2026Q1: 40,690 shares 40,690 $1.18M 0.14% +2,870 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 3,776 shares; 2025Q1: 4,882 shares; 2025Q2: 3,311 shares; 2025Q3: 3,393 shares; 2025Q4: 3,290 shares; 2026Q1: 4,074 shares 4,074 $1.16M 0.14% +784 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: 58,741 shares; 2025Q3: 59,029 shares; 2025Q4: 59,814 shares; 2026Q1: 59,814 shares 59,814 $1.15M 0.14% 0 Timeline IWX 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: 5,147 shares; 2025Q2: 8,388 shares; 2025Q3: 8,158 shares; 2025Q4: 9,945 shares; 2026Q1: 12,353 shares 12,353 $1.14M 0.14% +2,408 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: 4,324 shares; 2024Q4: 4,906 shares; 2025Q1: 4,907 shares; 2025Q2: 3,195 shares; 2025Q3: 3,124 shares; 2025Q4: 3,138 shares; 2026Q1: 3,267 shares 3,267 $1.12M 0.13% +129 Timeline VGM INVESCO TR INVT GRADE MUNS More: the full row for INVESCO TR INVT GRADE MUNS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,165 shares; 2024Q4: 104,541 shares; 2025Q1: 103,518 shares; 2025Q2: 103,398 shares; 2025Q3: 85,837 shares; 2025Q4: 113,427 shares; 2026Q1: 112,530 shares 112,530 $1.11M 0.13% -897 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 8,345 shares; 2025Q1: 10,053 shares; 2025Q2: 6,336 shares; 2025Q3: 6,375 shares; 2025Q4: 3,906 shares; 2026Q1: 4,051 shares 4,051 $1.1M 0.13% +145 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,127 shares; 2024Q4: 4,972 shares; 2025Q1: 5,010 shares; 2025Q2: 4,795 shares; 2025Q3: 4,796 shares; 2025Q4: 4,764 shares; 2026Q1: 6,204 shares 6,204 $1.08M 0.13% +1,440 Timeline IJS 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: 9,122 shares; 2024Q4: 8,638 shares; 2025Q1: 8,381 shares; 2025Q2: 8,468 shares; 2025Q3: 8,639 shares; 2025Q4: 8,811 shares; 2026Q1: 8,998 shares 8,998 $1.07M 0.13% +187 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,483 shares; 2024Q4: 13,511 shares; 2025Q1: 13,573 shares; 2025Q2: 12,887 shares; 2025Q3: 12,732 shares; 2025Q4: 13,117 shares; 2026Q1: 14,957 shares 14,957 $1.06M 0.13% +1,840 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: 49,080 shares; 2024Q4: 43,926 shares; 2025Q1: 44,317 shares; 2025Q2: 30,013 shares; 2025Q3: 30,031 shares; 2025Q4: 25,236 shares; 2026Q1: 36,324 shares 36,324 $1.05M 0.13% +11,088 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,358 shares; 2024Q4: 56,464 shares; 2025Q1: 58,871 shares; 2025Q2: 17,558 shares; 2025Q3: 19,620 shares; 2025Q4: 18,997 shares; 2026Q1: 20,973 shares 20,973 $1.04M 0.12% +1,976 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,562 shares; 2025Q1: 2,031 shares; 2025Q2: 2,060 shares; 2025Q3: 2,147 shares; 2025Q4: 2,626 shares; 2026Q1: 2,628 shares 2,628 $1.03M 0.12% +2 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 50,204 shares; 2026Q1: 61,517 shares 61,517 $1.02M 0.12% +11,313 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: not reported; 2024Q4: not reported; 2025Q1: 4,745 shares; 2025Q2: 6,269 shares; 2025Q3: 8,690 shares; 2025Q4: 11,355 shares; 2026Q1: 11,011 shares 11,011 $1.01M 0.12% -344 Timeline SHYG 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: 20,476 shares; 2025Q4: 22,435 shares; 2026Q1: 23,825 shares 23,825 $1.01M 0.12% +1,390 Timeline SFLR 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: 29,067 shares; 2024Q4: 31,561 shares; 2025Q1: 32,529 shares; 2025Q2: 28,874 shares; 2025Q3: 28,650 shares; 2025Q4: 28,204 shares; 2026Q1: 28,115 shares 28,115 $996K 0.12% -89 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,118 shares; 2024Q4: 6,806 shares; 2025Q1: 6,889 shares; 2025Q2: 6,629 shares; 2025Q3: 7,252 shares; 2025Q4: 7,246 shares; 2026Q1: 7,207 shares 7,207 $980K 0.12% -39 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,237 shares; 2024Q4: 22,354 shares; 2025Q1: 21,652 shares; 2025Q2: 10,996 shares; 2025Q3: 10,253 shares; 2025Q4: 10,230 shares; 2026Q1: 10,002 shares 10,002 $965K 0.12% -228 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,151 shares; 2024Q4: 6,432 shares; 2025Q1: 6,756 shares; 2025Q2: 7,507 shares; 2025Q3: 7,974 shares; 2025Q4: 18,355 shares; 2026Q1: 20,939 shares 20,939 $961K 0.12% +2,584 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: 16,198 shares; 2024Q4: 16,347 shares; 2025Q1: 10,589 shares; 2025Q2: 9,791 shares; 2025Q3: 12,263 shares; 2025Q4: 13,896 shares; 2026Q1: 11,083 shares 11,083 $961K 0.12% -2,813 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,465 shares; 2025Q1: 44,882 shares; 2025Q2: 49,562 shares; 2025Q3: 49,496 shares; 2025Q4: 48,061 shares; 2026Q1: 31,612 shares 31,612 $948K 0.11% -16,449 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,152 shares; 2025Q2: 10,514 shares; 2025Q3: 9,192 shares; 2025Q4: 12,516 shares; 2026Q1: 15,208 shares 15,208 $944K 0.11% +2,692 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,750 shares; 2025Q2: 38,300 shares; 2025Q3: 41,608 shares; 2025Q4: 44,644 shares; 2026Q1: 48,861 shares 48,861 $936K 0.11% +4,217 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,074 shares; 2026Q1: 7,897 shares 7,897 $918K 0.11% +2,823 Timeline RWK 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: 7,203 shares; 2024Q4: 7,170 shares; 2025Q1: 7,173 shares; 2025Q2: 7,162 shares; 2025Q3: 7,156 shares; 2025Q4: 7,139 shares; 2026Q1: 7,157 shares 7,157 $918K 0.11% +18 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,800 shares; 2024Q4: 16,954 shares; 2025Q1: 17,085 shares; 2025Q2: 19,310 shares; 2025Q3: 21,742 shares; 2025Q4: 26,941 shares; 2026Q1: 29,740 shares 29,740 $916K 0.11% +2,799 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: 12,125 shares; 2024Q4: 12,976 shares; 2025Q1: 12,790 shares; 2025Q2: 8,466 shares; 2025Q3: 7,313 shares; 2025Q4: 7,335 shares; 2026Q1: 7,330 shares 7,330 $911K 0.11% -5 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,528 shares; 2024Q4: 30,231 shares; 2025Q1: 31,456 shares; 2025Q2: 31,066 shares; 2025Q3: 26,026 shares; 2025Q4: 27,989 shares; 2026Q1: 26,609 shares 26,609 $899K 0.11% -1,380 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 5,174 shares; 2025Q1: 5,403 shares; 2025Q2: 4,234 shares; 2025Q3: 4,068 shares; 2025Q4: 4,052 shares; 2026Q1: 4,482 shares 4,482 $892K 0.11% +430 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,404 shares; 2025Q2: 17,517 shares; 2025Q3: 15,703 shares; 2025Q4: 38,913 shares; 2026Q1: 37,837 shares 37,837 $879K 0.11% -1,076 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,317 shares; 2025Q1: 1,394 shares; 2025Q2: 905 shares; 2025Q3: 925 shares; 2025Q4: 920 shares; 2026Q1: 999 shares 999 $872K 0.11% +79 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,139 shares; 2024Q4: 7,598 shares; 2025Q1: 6,872 shares; 2025Q2: 5,634 shares; 2025Q3: 5,389 shares; 2025Q4: 5,585 shares; 2026Q1: 5,269 shares 5,269 $871K 0.1% -316 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 29,506 shares; 2025Q1: 29,580 shares; 2025Q2: 27,186 shares; 2025Q3: 33,697 shares; 2025Q4: 33,370 shares; 2026Q1: 33,945 shares 33,945 $870K 0.1% +575 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,943 shares; 2024Q4: 18,937 shares; 2025Q1: 27,927 shares; 2025Q2: 16,918 shares; 2025Q3: 17,118 shares; 2025Q4: 17,200 shares; 2026Q1: 17,403 shares 17,403 $859K 0.1% +203 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,088 shares; 2024Q4: 21,272 shares; 2025Q1: 21,385 shares; 2025Q2: 21,223 shares; 2025Q3: 21,019 shares; 2025Q4: 20,919 shares; 2026Q1: 23,201 shares 23,201 $853K 0.1% +2,282 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,746 shares; 2024Q4: 22,746 shares; 2025Q1: 22,746 shares; 2025Q2: 18,043 shares; 2025Q3: 18,693 shares; 2025Q4: 18,258 shares; 2026Q1: 18,083 shares 18,083 $845K 0.1% -175 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: 12,491 shares; 2024Q4: 15,824 shares; 2025Q1: 11,677 shares; 2025Q2: 11,135 shares; 2025Q3: 5,282 shares; 2025Q4: 8,110 shares; 2026Q1: 11,406 shares 11,406 $840K 0.1% +3,296 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: 9,442 shares; 2024Q4: 9,366 shares; 2025Q1: 8,903 shares; 2025Q2: 8,522 shares; 2025Q3: 8,524 shares; 2025Q4: 8,532 shares; 2026Q1: 8,577 shares 8,577 $833K 0.1% +45 Timeline USTB 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: 13,808 shares; 2025Q2: 17,254 shares; 2025Q3: 18,054 shares; 2025Q4: 19,564 shares; 2026Q1: 16,373 shares 16,373 $828K 0.1% -3,191 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,206 shares; 2024Q4: 91,357 shares; 2025Q1: 83,420 shares; 2025Q2: 65,591 shares; 2025Q3: 62,530 shares; 2025Q4: 62,648 shares; 2026Q1: 54,554 shares 54,554 $818K 0.1% -8,094 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,829 shares; 2024Q4: 18,093 shares; 2025Q1: 18,025 shares; 2025Q2: 39,915 shares; 2025Q3: 39,645 shares; 2025Q4: 38,918 shares; 2026Q1: 37,325 shares 37,325 $807K 0.1% -1,593 Timeline QFLR 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: 21,671 shares; 2024Q4: 25,241 shares; 2025Q1: 25,516 shares; 2025Q2: 22,679 shares; 2025Q3: 23,009 shares; 2025Q4: 24,309 shares; 2026Q1: 24,048 shares 24,048 $801K 0.1% -261 Timeline IYH 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: 11,489 shares; 2025Q3: 12,253 shares; 2025Q4: 12,331 shares; 2026Q1: 12,940 shares 12,940 $798K 0.1% +609 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: 15,125 shares; 2024Q4: 17,304 shares; 2025Q1: 17,567 shares; 2025Q2: 14,649 shares; 2025Q3: 12,922 shares; 2025Q4: 12,743 shares; 2026Q1: 12,712 shares 12,712 $795K 0.1% -31 Timeline RWJ 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: 15,907 shares; 2024Q4: 15,896 shares; 2025Q1: 15,880 shares; 2025Q2: 15,687 shares; 2025Q3: 15,691 shares; 2025Q4: 15,656 shares; 2026Q1: 15,691 shares 15,691 $792K 0.1% +35 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,406 shares; 2024Q4: 10,727 shares; 2025Q1: 12,788 shares; 2025Q2: 9,782 shares; 2025Q3: 9,773 shares; 2025Q4: 9,855 shares; 2026Q1: 10,527 shares 10,527 $757K 0.09% +672 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: 4,421 shares; 2024Q4: 3,919 shares; 2025Q1: 3,840 shares; 2025Q2: 1,417 shares; 2025Q3: 1,156 shares; 2025Q4: 1,221 shares; 2026Q1: 1,504 shares 1,504 $751K 0.09% +283 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,398 shares; 2024Q4: 28,068 shares; 2025Q1: 31,502 shares; 2025Q2: 46,139 shares; 2025Q3: 47,609 shares; 2025Q4: 58,869 shares; 2026Q1: 38,143 shares 38,143 $745K 0.09% -20,726 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,010 shares; 2025Q1: 1,652 shares; 2025Q2: 1,450 shares; 2025Q3: 1,346 shares; 2025Q4: 1,449 shares; 2026Q1: 2,051 shares 2,051 $731K 0.09% +602 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 3,989 shares; 2025Q1: 4,346 shares; 2025Q2: 1,934 shares; 2025Q3: 1,847 shares; 2025Q4: 1,916 shares; 2026Q1: 2,146 shares 2,146 $725K 0.09% +230 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,180 shares; 2024Q4: 18,254 shares; 2025Q1: 17,650 shares; 2025Q2: 10,072 shares; 2025Q3: 9,657 shares; 2025Q4: 9,916 shares; 2026Q1: 8,462 shares 8,462 $721K 0.09% -1,454 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,727 shares; 2024Q4: 6,385 shares; 2025Q1: 5,327 shares; 2025Q2: 1,674 shares; 2025Q3: 2,234 shares; 2025Q4: 2,242 shares; 2026Q1: 2,266 shares 2,266 $721K 0.09% +24 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,088 shares; 2024Q4: 11,184 shares; 2025Q1: 10,295 shares; 2025Q2: 6,775 shares; 2025Q3: 6,808 shares; 2025Q4: 6,594 shares; 2026Q1: 6,362 shares 6,362 $720K 0.09% -232 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 3,075 shares; 2025Q1: 2,938 shares; 2025Q2: 2,546 shares; 2025Q3: 1,718 shares; 2025Q4: 1,705 shares; 2026Q1: 1,606 shares 1,606 $717K 0.09% -99 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,384 shares; 2024Q4: 61,119 shares; 2025Q1: 64,306 shares; 2025Q2: 64,756 shares; 2025Q3: 13,942 shares; 2025Q4: 12,667 shares; 2026Q1: 9,114 shares 9,114 $717K 0.09% -3,553 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,951 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,241 shares; 2026Q1: 6,585 shares 6,585 $713K 0.09% +3,344 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,598 shares; 2025Q1: 5,537 shares; 2025Q2: 2,856 shares; 2025Q3: 2,733 shares; 2025Q4: 2,862 shares; 2026Q1: 3,749 shares 3,749 $700K 0.08% +887 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,799 shares; 2024Q4: 3,769 shares; 2025Q1: 3,575 shares; 2025Q2: 1,551 shares; 2025Q3: 1,586 shares; 2025Q4: 2,053 shares; 2026Q1: 2,005 shares 2,005 $688K 0.08% -48 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 997 shares; 2025Q1: 1,379 shares; 2025Q2: 1,482 shares; 2025Q3: 1,482 shares; 2025Q4: 1,482 shares; 2026Q1: 1,484 shares 1,484 $687K 0.08% +2 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: 7,994 shares; 2024Q4: 6,647 shares; 2025Q1: 6,103 shares; 2025Q2: 3,826 shares; 2025Q3: 3,967 shares; 2025Q4: 3,954 shares; 2026Q1: 4,135 shares 4,135 $681K 0.08% +181 Timeline NBSD NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,411 shares 13,411 $680K 0.08% new Timeline BUFH FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,008 shares; 2026Q1: 32,540 shares 32,540 $678K 0.08% +6,532 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,588 shares; 2024Q4: 14,490 shares; 2025Q1: 15,029 shares; 2025Q2: 7,623 shares; 2025Q3: 7,414 shares; 2025Q4: 6,413 shares; 2026Q1: 12,701 shares 12,701 $671K 0.08% +6,288 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,471 shares; 2024Q4: 9,457 shares; 2025Q1: 9,354 shares; 2025Q2: 9,701 shares; 2025Q3: 10,100 shares; 2025Q4: 9,680 shares; 2026Q1: 9,637 shares 9,637 $668K 0.08% -43 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,558 shares; 2024Q4: 10,961 shares; 2025Q1: 10,599 shares; 2025Q2: 6,766 shares; 2025Q3: 6,039 shares; 2025Q4: 5,275 shares; 2026Q1: 4,909 shares 4,909 $650K 0.08% -366 Timeline AZZ AZZ INC More: the full row for AZZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,351 shares; 2025Q1: 3,368 shares; 2025Q2: 3,369 shares; 2025Q3: 3,372 shares; 2025Q4: 3,381 shares; 2026Q1: 5,144 shares 5,144 $644K 0.08% +1,763 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 5,003 shares; 2025Q1: 6,470 shares; 2025Q2: 3,234 shares; 2025Q3: 2,733 shares; 2025Q4: 2,704 shares; 2026Q1: 3,096 shares 3,096 $630K 0.08% +392 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: 16,109 shares; 2024Q4: 14,271 shares; 2025Q1: 16,679 shares; 2025Q2: 8,381 shares; 2025Q3: 7,627 shares; 2025Q4: 7,810 shares; 2026Q1: 7,897 shares 7,897 $629K 0.08% +87 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,209 shares; 2024Q4: 2,093 shares; 2025Q1: 2,578 shares; 2025Q2: 1,211 shares; 2025Q3: 1,156 shares; 2025Q4: 1,168 shares; 2026Q1: 2,038 shares 2,038 $616K 0.07% +870 Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,532 shares; 2024Q4: 66,435 shares; 2025Q1: 64,569 shares; 2025Q2: 54,719 shares; 2025Q3: 53,740 shares; 2025Q4: 53,004 shares; 2026Q1: 47,700 shares 47,700 $614K 0.07% -5,304 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,322 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,182 shares 3,182 $611K 0.07% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,655 shares; 2025Q1: 1,655 shares; 2025Q2: 1,674 shares; 2025Q3: 1,675 shares; 2025Q4: 1,678 shares; 2026Q1: 1,691 shares 1,691 $607K 0.07% +13 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,518 shares; 2024Q4: 8,928 shares; 2025Q1: 6,718 shares; 2025Q2: 2,264 shares; 2025Q3: 2,665 shares; 2025Q4: 5,972 shares; 2026Q1: 4,566 shares 4,566 $607K 0.07% -1,406 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,750 shares; 2025Q2: 13,702 shares; 2025Q3: 15,851 shares; 2025Q4: 15,559 shares; 2026Q1: 11,870 shares 11,870 $605K 0.07% -3,689 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,559 shares; 2024Q4: 8,558 shares; 2025Q1: 8,383 shares; 2025Q2: 4,670 shares; 2025Q3: 4,676 shares; 2025Q4: 4,745 shares; 2026Q1: 5,317 shares 5,317 $603K 0.07% +572 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,132 shares; 2024Q4: 7,308 shares; 2025Q1: 7,141 shares; 2025Q2: 6,603 shares; 2025Q3: 6,565 shares; 2025Q4: 6,597 shares; 2026Q1: 6,665 shares 6,665 $602K 0.07% +68 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,306 shares; 2025Q1: 6,263 shares; 2025Q2: 5,026 shares; 2025Q3: 5,026 shares; 2025Q4: 5,077 shares; 2026Q1: 5,072 shares 5,072 $602K 0.07% -5 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,197 shares; 2024Q4: 4,584 shares; 2025Q1: 3,635 shares; 2025Q2: 3,252 shares; 2025Q3: 2,295 shares; 2025Q4: 2,377 shares; 2026Q1: 2,610 shares 2,610 $600K 0.07% +233 Timeline CFA 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: not reported; 2025Q2: 4,652 shares; 2025Q3: 5,936 shares; 2025Q4: 5,936 shares; 2026Q1: 6,486 shares 6,486 $593K 0.07% +550 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: 8,555 shares; 2024Q4: 11,172 shares; 2025Q1: 10,887 shares; 2025Q2: 3,202 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,194 shares 4,194 $585K 0.07% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,533 shares; 2024Q4: 6,050 shares; 2025Q1: 6,168 shares; 2025Q2: 6,909 shares; 2025Q3: 6,227 shares; 2025Q4: 6,233 shares; 2026Q1: 8,034 shares 8,034 $582K 0.07% +1,801 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: 3,937 shares; 2024Q4: 1,959 shares; 2025Q1: 1,971 shares; 2025Q2: 2,512 shares; 2025Q3: 2,739 shares; 2025Q4: 2,745 shares; 2026Q1: 2,688 shares 2,688 $578K 0.07% -57 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: 3,074 shares; 2025Q1: 4,408 shares; 2025Q2: 2,113 shares; 2025Q3: 2,260 shares; 2025Q4: 2,254 shares; 2026Q1: 2,686 shares 2,686 $574K 0.07% +432 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,264 shares; 2024Q4: 14,264 shares; 2025Q1: 13,540 shares; 2025Q2: 12,250 shares; 2025Q3: 12,010 shares; 2025Q4: 11,717 shares; 2026Q1: 11,277 shares 11,277 $573K 0.07% -440 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,521 shares; 2024Q4: 2,193 shares; 2025Q1: 2,135 shares; 2025Q2: 1,848 shares; 2025Q3: 1,487 shares; 2025Q4: 1,480 shares; 2026Q1: 2,908 shares 2,908 $570K 0.07% +1,428 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,199 shares 4,199 $569K 0.07% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,981 shares; 2024Q4: 2,757 shares; 2025Q1: 2,797 shares; 2025Q2: 2,809 shares; 2025Q3: 2,825 shares; 2025Q4: 2,870 shares; 2026Q1: 2,676 shares 2,676 $565K 0.07% -194 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,185 shares; 2025Q1: 1,197 shares; 2025Q2: 1,058 shares; 2025Q3: 814 shares; 2025Q4: 816 shares; 2026Q1: 1,791 shares 1,791 $563K 0.07% +975 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,704 shares; 2024Q4: 3,403 shares; 2025Q1: 3,345 shares; 2025Q2: 4,615 shares; 2025Q3: 4,617 shares; 2025Q4: 4,602 shares; 2026Q1: 7,341 shares 7,341 $562K 0.07% +2,739 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,181 shares; 2024Q4: 2,201 shares; 2025Q1: 2,247 shares; 2025Q2: 2,231 shares; 2025Q3: 2,254 shares; 2025Q4: 2,274 shares; 2026Q1: 2,298 shares 2,298 $556K 0.07% +24 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,622 shares; 2024Q4: 23,272 shares; 2025Q1: 22,315 shares; 2025Q2: 21,877 shares; 2025Q3: 21,642 shares; 2025Q4: 20,632 shares; 2026Q1: 20,161 shares 20,161 $551K 0.07% -471 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,590 shares 2,590 $547K 0.07% new Timeline JIVE 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: 4,304 shares; 2026Q1: 6,345 shares 6,345 $543K 0.07% +2,041 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 3,938 shares; 2025Q1: 4,207 shares; 2025Q2: 3,740 shares; 2025Q3: 4,362 shares; 2025Q4: 4,386 shares; 2026Q1: 4,521 shares 4,521 $536K 0.06% +135 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: 1,754 shares; 2024Q4: 1,342 shares; 2025Q1: 1,374 shares; 2025Q2: 538 shares; 2025Q3: 518 shares; 2025Q4: 552 shares; 2026Q1: 752 shares 752 $533K 0.06% +200 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,277 shares; 2025Q1: 15,550 shares; 2025Q2: 11,264 shares; 2025Q3: 14,579 shares; 2025Q4: 12,015 shares; 2026Q1: 13,799 shares 13,799 $530K 0.06% +1,784 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,955 shares; 2024Q4: 14,204 shares; 2025Q1: 13,755 shares; 2025Q2: 6,320 shares; 2025Q3: 5,807 shares; 2025Q4: 5,746 shares; 2026Q1: 5,896 shares 5,896 $528K 0.06% +150 Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,782 shares; 2024Q4: 35,282 shares; 2025Q1: 35,202 shares; 2025Q2: 34,589 shares; 2025Q3: 33,639 shares; 2025Q4: 43,493 shares; 2026Q1: 26,909 shares 26,909 $523K 0.06% -16,584 Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,390 shares; 2024Q4: 27,165 shares; 2025Q1: 27,168 shares; 2025Q2: 27,165 shares; 2025Q3: 169,865 shares; 2025Q4: 192,405 shares; 2026Q1: 197,405 shares 197,405 $515K 0.06% +5,000 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,783 shares; 2024Q4: 2,336 shares; 2025Q1: 2,337 shares; 2025Q2: 789 shares; 2025Q3: 771 shares; 2025Q4: 844 shares; 2026Q1: 1,028 shares 1,028 $510K 0.06% +184 Timeline GTLB GITLAB INC More: the full row for GITLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,727 shares; 2024Q4: 20,798 shares; 2025Q1: 20,112 shares; 2025Q2: 18,330 shares; 2025Q3: 18,090 shares; 2025Q4: 19,129 shares; 2026Q1: 23,528 shares 23,528 $509K 0.06% +4,399 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: 4,215 shares; 2024Q4: 2,956 shares; 2025Q1: 6,043 shares; 2025Q2: 2,718 shares; 2025Q3: 2,769 shares; 2025Q4: 3,622 shares; 2026Q1: 3,853 shares 3,853 $509K 0.06% +231 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 6,640 shares; 2025Q1: 7,981 shares; 2025Q2: 8,868 shares; 2025Q3: 8,376 shares; 2025Q4: 8,300 shares; 2026Q1: 8,553 shares 8,553 $507K 0.06% +253 Timeline LAZ LAZARD INC More: the full row for LAZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,898 shares; 2024Q4: 11,899 shares; 2025Q1: 11,955 shares; 2025Q2: 11,899 shares; 2025Q3: 11,899 shares; 2025Q4: 11,878 shares; 2026Q1: 11,875 shares 11,875 $504K 0.06% -3 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134 shares; 2024Q4: 1,053 shares; 2025Q1: 1,808 shares; 2025Q2: 1,203 shares; 2025Q3: 1,186 shares; 2025Q4: 1,188 shares; 2026Q1: 1,209 shares 1,209 $504K 0.06% +21 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,878 shares; 2024Q4: 17,793 shares; 2025Q1: 12,556 shares; 2025Q2: 9,333 shares; 2025Q3: 8,932 shares; 2025Q4: 8,390 shares; 2026Q1: 8,716 shares 8,716 $502K 0.06% +326 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,539 shares; 2024Q4: 12,088 shares; 2025Q1: 12,046 shares; 2025Q2: 4,232 shares; 2025Q3: 4,195 shares; 2025Q4: 3,204 shares; 2026Q1: 4,601 shares 4,601 $501K 0.06% +1,397 Timeline BUFS FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,086 shares; 2026Q1: 21,611 shares 21,611 $498K 0.06% +3,525 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,017 shares; 2024Q4: 6,736 shares; 2025Q1: 6,752 shares; 2025Q2: 3,808 shares; 2025Q3: 11,315 shares; 2025Q4: 5,122 shares; 2026Q1: 5,673 shares 5,673 $498K 0.06% +551 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,613 shares; 2024Q4: 4,407 shares; 2025Q1: 4,868 shares; 2025Q2: 2,751 shares; 2025Q3: 2,740 shares; 2025Q4: 2,748 shares; 2026Q1: 5,269 shares 5,269 $495K 0.06% +2,521 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,917 shares; 2024Q4: 9,210 shares; 2025Q1: 12,369 shares; 2025Q2: 9,984 shares; 2025Q3: 9,804 shares; 2025Q4: 9,846 shares; 2026Q1: 10,191 shares 10,191 $492K 0.06% +345 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,140 shares 4,140 $491K 0.06% new Timeline SANM SANMINA CORP More: the full row for SANMINA 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: 3,761 shares 3,761 $488K 0.06% new 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: 3,941 shares; 2024Q4: 3,542 shares; 2025Q1: 3,151 shares; 2025Q2: 1,338 shares; 2025Q3: 1,290 shares; 2025Q4: 1,388 shares; 2026Q1: 1,470 shares 1,470 $483K 0.06% +82 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: 6,870 shares; 2024Q4: 7,782 shares; 2025Q1: 7,898 shares; 2025Q2: 6,319 shares; 2025Q3: 6,077 shares; 2025Q4: 5,689 shares; 2026Q1: 6,387 shares 6,387 $480K 0.06% +698 Timeline BUFY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,602 shares; 2026Q1: 21,350 shares 21,350 $478K 0.06% +4,748 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,057 shares; 2024Q4: 1,529 shares; 2025Q1: 1,929 shares; 2025Q2: 2,109 shares; 2025Q3: 2,125 shares; 2025Q4: 2,186 shares; 2026Q1: 2,282 shares 2,282 $475K 0.06% +96 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,294 shares; 2024Q4: 1,294 shares; 2025Q1: 1,294 shares; 2025Q2: 1,444 shares; 2025Q3: 1,444 shares; 2025Q4: 1,444 shares; 2026Q1: 2,301 shares 2,301 $474K 0.06% +857 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,107 shares; 2025Q1: 1,198 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,271 shares 2,271 $471K 0.06% new Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416 shares; 2024Q4: 5,422 shares; 2025Q1: 5,475 shares; 2025Q2: 5,006 shares; 2025Q3: 5,003 shares; 2025Q4: 5,017 shares; 2026Q1: 5,094 shares 5,094 $469K 0.06% +77 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,883 shares; 2024Q4: 52,297 shares; 2025Q1: 52,297 shares; 2025Q2: 47,197 shares; 2025Q3: 40,747 shares; 2025Q4: 40,747 shares; 2026Q1: 40,747 shares 40,747 $469K 0.06% 0 Timeline XAR 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: 1,985 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,091 shares; 2026Q1: 1,843 shares 1,843 $468K 0.06% -248 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,909 shares; 2024Q4: 3,656 shares; 2025Q1: 4,400 shares; 2025Q2: 3,850 shares; 2025Q3: 4,053 shares; 2025Q4: 4,858 shares; 2026Q1: 4,743 shares 4,743 $467K 0.06% -115 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 7,698 shares; 2025Q1: 13,942 shares; 2025Q2: 6,046 shares; 2025Q3: 5,865 shares; 2025Q4: 5,885 shares; 2026Q1: 6,247 shares 6,247 $465K 0.06% +362 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 5,795 shares; 2025Q1: 5,245 shares; 2025Q2: 1,838 shares; 2025Q3: 1,660 shares; 2025Q4: 1,743 shares; 2026Q1: 3,241 shares 3,241 $464K 0.06% +1,498 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,992 shares; 2025Q3: 15,079 shares; 2025Q4: 24,395 shares; 2026Q1: 23,574 shares 23,574 $463K 0.06% -821 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,583 shares; 2025Q2: 2,473 shares; 2025Q3: 2,532 shares; 2025Q4: 2,680 shares; 2026Q1: 3,680 shares 3,680 $462K 0.06% +1,000 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: 849 shares; 2024Q4: 713 shares; 2025Q1: 725 shares; 2025Q2: 457 shares; 2025Q3: 464 shares; 2025Q4: 469 shares; 2026Q1: 543 shares 543 $459K 0.06% +74 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,342 shares; 2024Q4: 9,514 shares; 2025Q1: 9,391 shares; 2025Q2: 9,953 shares; 2025Q3: 9,639 shares; 2025Q4: 9,794 shares; 2026Q1: 9,732 shares 9,732 $457K 0.05% -62 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,125 shares; 2024Q4: 10,195 shares; 2025Q1: 9,586 shares; 2025Q2: 4,795 shares; 2025Q3: 3,643 shares; 2025Q4: 3,858 shares; 2026Q1: 4,445 shares 4,445 $456K 0.05% +587 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY 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: 25,500 shares; 2025Q3: 25,500 shares; 2025Q4: 25,500 shares; 2026Q1: 25,500 shares 25,500 $455K 0.05% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,146 shares; 2024Q4: 6,437 shares; 2025Q1: 4,603 shares; 2025Q2: 4,561 shares; 2025Q3: 1,526 shares; 2025Q4: 1,526 shares; 2026Q1: 1,511 shares 1,511 $452K 0.05% -15 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,699 shares; 2024Q4: 21,936 shares; 2025Q1: 27,771 shares; 2025Q2: 13,433 shares; 2025Q3: 11,152 shares; 2025Q4: 11,443 shares; 2026Q1: 15,665 shares 15,665 $450K 0.05% +4,222 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,166 shares; 2024Q4: 7,293 shares; 2025Q1: 7,271 shares; 2025Q2: 9,988 shares; 2025Q3: 9,700 shares; 2025Q4: 9,834 shares; 2026Q1: 9,834 shares 9,834 $449K 0.05% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,824 shares 14,824 $448K 0.05% new Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares 2,320 $445K 0.05% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,893 shares; 2024Q4: 9,491 shares; 2025Q1: 4,560 shares; 2025Q2: 4,105 shares; 2025Q3: 4,114 shares; 2025Q4: 4,132 shares; 2026Q1: 4,345 shares 4,345 $444K 0.05% +213 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 17,500 shares 17,500 $440K 0.05% -500 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 403 shares; 2025Q1: 620 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 557 shares; 2026Q1: 568 shares 568 $439K 0.05% +11 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,475 shares 14,475 $436K 0.05% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 1,823 shares; 2025Q1: 1,808 shares; 2025Q2: 1,857 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 1,858 shares 1,858 $435K 0.05% +35 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,762 shares; 2025Q1: 2,822 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 951 shares; 2026Q1: 1,275 shares 1,275 $431K 0.05% +324 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,285 shares; 2025Q1: 2,396 shares; 2025Q2: not reported; 2025Q3: 1,057 shares; 2025Q4: 1,058 shares; 2026Q1: 2,097 shares 2,097 $428K 0.05% +1,039 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,326 shares; 2024Q4: 1,364 shares; 2025Q1: 1,207 shares; 2025Q2: 712 shares; 2025Q3: 831 shares; 2025Q4: 692 shares; 2026Q1: 1,757 shares 1,757 $427K 0.05% +1,065 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,843 shares; 2025Q1: 19,153 shares; 2025Q2: 17,891 shares; 2025Q3: 16,951 shares; 2025Q4: 16,586 shares; 2026Q1: 16,386 shares 16,386 $425K 0.05% -200 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares 716 $425K 0.05% new Timeline TDIV 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: 4,931 shares; 2024Q4: 4,937 shares; 2025Q1: 4,542 shares; 2025Q2: 4,799 shares; 2025Q3: 4,992 shares; 2025Q4: 4,462 shares; 2026Q1: 4,497 shares 4,497 $421K 0.05% +35 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,081 shares; 2024Q4: 10,497 shares; 2025Q1: 8,602 shares; 2025Q2: 8,249 shares; 2025Q3: 5,347 shares; 2025Q4: 5,441 shares; 2026Q1: 5,441 shares 5,441 $420K 0.05% 0 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: 23,875 shares; 2024Q4: 6,030 shares; 2025Q1: 5,509 shares; 2025Q2: 4,196 shares; 2025Q3: 4,148 shares; 2025Q4: 4,282 shares; 2026Q1: 4,480 shares 4,480 $416K 0.05% +198 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,354 shares; 2024Q4: 7,703 shares; 2025Q1: 6,485 shares; 2025Q2: 5,771 shares; 2025Q3: 4,999 shares; 2025Q4: 4,929 shares; 2026Q1: 4,913 shares 4,913 $412K 0.05% -16 Timeline IEUR 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: 32,288 shares; 2024Q4: 17,561 shares; 2025Q1: 26,346 shares; 2025Q2: 6,392 shares; 2025Q3: 6,978 shares; 2025Q4: 6,890 shares; 2026Q1: 5,867 shares 5,867 $412K 0.05% -1,023 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 7,285 shares; 2025Q1: 8,827 shares; 2025Q2: 3,295 shares; 2025Q3: 3,193 shares; 2025Q4: 3,288 shares; 2026Q1: 3,197 shares 3,197 $412K 0.05% -91 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,239 shares; 2024Q4: 8,239 shares; 2025Q1: 7,951 shares; 2025Q2: 8,199 shares; 2025Q3: 8,214 shares; 2025Q4: 7,049 shares; 2026Q1: 7,054 shares 7,054 $409K 0.05% +5 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,929 shares; 2024Q4: 17,425 shares; 2025Q1: 17,855 shares; 2025Q2: 7,128 shares; 2025Q3: 5,538 shares; 2025Q4: 3,113 shares; 2026Q1: 4,271 shares 4,271 $405K 0.05% +1,158 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,860 shares; 2025Q1: 8,304 shares; 2025Q2: 5,592 shares; 2025Q3: 5,446 shares; 2025Q4: 6,444 shares; 2026Q1: 6,895 shares 6,895 $405K 0.05% +451 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,993 shares 2,993 $405K 0.05% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,964 shares; 2024Q4: 10,871 shares; 2025Q1: 9,794 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,071 shares 6,071 $402K 0.05% new Timeline FXU 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: 8,941 shares; 2025Q2: 9,359 shares; 2025Q3: 8,686 shares; 2025Q4: 8,088 shares; 2026Q1: 8,092 shares 8,092 $401K 0.05% +4 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,836 shares 1,836 $398K 0.05% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 538 shares 538 $397K 0.05% new 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: 8,612 shares; 2024Q4: 8,861 shares; 2025Q1: 8,043 shares; 2025Q2: 7,409 shares; 2025Q3: 7,478 shares; 2025Q4: 9,078 shares; 2026Q1: 7,963 shares 7,963 $397K 0.05% -1,115 Timeline CPNQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,900 shares; 2025Q1: 16,600 shares; 2025Q2: 15,895 shares; 2025Q3: 15,245 shares; 2025Q4: 14,945 shares; 2026Q1: 14,895 shares 14,895 $396K 0.05% -50 Timeline IGM 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: 3,311 shares; 2025Q2: 2,627 shares; 2025Q3: 2,206 shares; 2025Q4: 3,559 shares; 2026Q1: 3,335 shares 3,335 $395K 0.05% -224 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 828 shares 828 $392K 0.05% new Timeline FDL 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: 7,799 shares; 2024Q4: 7,653 shares; 2025Q1: 7,671 shares; 2025Q2: 7,729 shares; 2025Q3: 7,677 shares; 2025Q4: 7,693 shares; 2026Q1: 7,710 shares 7,710 $392K 0.05% +17 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 2,724 shares; 2025Q1: 2,988 shares; 2025Q2: 1,330 shares; 2025Q3: 1,282 shares; 2025Q4: 1,281 shares; 2026Q1: 1,325 shares 1,325 $391K 0.05% +44 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,698 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,153 shares 4,153 $391K 0.05% new Timeline PRF 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: 8,210 shares; 2024Q4: 8,210 shares; 2025Q1: 8,210 shares; 2025Q2: 8,210 shares; 2025Q3: 8,210 shares; 2025Q4: 8,210 shares; 2026Q1: 8,210 shares 8,210 $390K 0.05% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,952 shares; 2024Q4: 2,670 shares; 2025Q1: 2,650 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,968 shares 1,968 $390K 0.05% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS 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: 2,499 shares 2,499 $389K 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: 1,299 shares; 2024Q4: 900 shares; 2025Q1: 1,022 shares; 2025Q2: 738 shares; 2025Q3: 731 shares; 2025Q4: 771 shares; 2026Q1: 788 shares 788 $387K 0.05% +17 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,055 shares; 2024Q4: 8,462 shares; 2025Q1: 8,836 shares; 2025Q2: not reported; 2025Q3: 3,406 shares; 2025Q4: not reported; 2026Q1: 5,848 shares 5,848 $386K 0.05% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,195 shares; 2024Q4: 1,183 shares; 2025Q1: 1,331 shares; 2025Q2: 812 shares; 2025Q3: 815 shares; 2025Q4: 4,506 shares; 2026Q1: 3,674 shares 3,674 $384K 0.05% -832 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,250 shares; 2025Q1: 1,191 shares; 2025Q2: 727 shares; 2025Q3: 704 shares; 2025Q4: 718 shares; 2026Q1: 828 shares 828 $382K 0.05% +110 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares 3,941 $381K 0.05% 0 Timeline FTXL 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: 3,254 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,577 shares; 2026Q1: 2,577 shares 2,577 $380K 0.05% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,533 shares 4,533 $380K 0.05% new Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 4,804 shares; 2025Q3: 5,415 shares; 2025Q4: 8,903 shares; 2026Q1: 7,504 shares 7,504 $379K 0.05% -1,399 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: 11,659 shares; 2025Q1: 14,892 shares; 2025Q2: 14,236 shares; 2025Q3: 13,368 shares; 2025Q4: 10,686 shares; 2026Q1: 9,580 shares 9,580 $378K 0.05% -1,106 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP 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: 36,700 shares 36,700 $374K 0.05% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,352 shares 3,352 $371K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,864 shares; 2026Q1: 3,733 shares 3,733 $371K 0.04% +869 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 8,597 shares 8,597 $369K 0.04% new Timeline FTCS 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: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares 3,941 $366K 0.04% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,364 shares; 2024Q4: 5,223 shares; 2025Q1: 5,318 shares; 2025Q2: 4,530 shares; 2025Q3: 4,531 shares; 2025Q4: 4,531 shares; 2026Q1: 4,594 shares 4,594 $365K 0.04% +63 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: 6,694 shares 6,694 $363K 0.04% new 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: 9,981 shares; 2024Q4: 8,922 shares; 2025Q1: 5,078 shares; 2025Q2: 3,624 shares; 2025Q3: 3,902 shares; 2025Q4: 3,731 shares; 2026Q1: 3,659 shares 3,659 $363K 0.04% -72 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,095 shares; 2024Q4: 5,998 shares; 2025Q1: 5,688 shares; 2025Q2: 2,989 shares; 2025Q3: 3,290 shares; 2025Q4: 3,310 shares; 2026Q1: 3,154 shares 3,154 $363K 0.04% -156 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,407 shares; 2025Q1: 7,437 shares; 2025Q2: 7,474 shares; 2025Q3: 7,358 shares; 2025Q4: 7,391 shares; 2026Q1: 7,428 shares 7,428 $362K 0.04% +37 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,289 shares; 2025Q1: 9,105 shares; 2025Q2: 2,957 shares; 2025Q3: 2,915 shares; 2025Q4: 2,875 shares; 2026Q1: 2,921 shares 2,921 $359K 0.04% +46 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: 753 shares; 2025Q1: 679 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 407 shares; 2026Q1: 399 shares 399 $358K 0.04% -8 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: 4,788 shares; 2024Q4: 5,167 shares; 2025Q1: 4,734 shares; 2025Q2: 4,444 shares; 2025Q3: 3,873 shares; 2025Q4: 3,903 shares; 2026Q1: 4,025 shares 4,025 $357K 0.04% +122 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: 1,489 shares; 2024Q4: 1,431 shares; 2025Q1: 1,902 shares; 2025Q2: 1,870 shares; 2025Q3: 1,459 shares; 2025Q4: 1,256 shares; 2026Q1: 1,241 shares 1,241 $357K 0.04% -15 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 592 shares; 2026Q1: 578 shares 578 $356K 0.04% -14 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; 2024Q2: restricted; 2024Q3: 5,266 shares; 2024Q4: 3,670 shares; 2025Q1: 3,677 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,436 shares 1,436 $355K 0.04% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,636 shares; 2024Q4: 30,662 shares; 2025Q1: 24,408 shares; 2025Q2: 49,011 shares; 2025Q3: 47,228 shares; 2025Q4: 42,088 shares; 2026Q1: 41,088 shares 41,088 $354K 0.04% -1,000 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,405 shares; 2024Q4: 1,393 shares; 2025Q1: 2,003 shares; 2025Q2: 1,526 shares; 2025Q3: 1,525 shares; 2025Q4: 1,550 shares; 2026Q1: 1,477 shares 1,477 $354K 0.04% -73 Timeline CIBR 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: 6,030 shares; 2024Q4: 5,826 shares; 2025Q1: 5,826 shares; 2025Q2: 5,900 shares; 2025Q3: 5,928 shares; 2025Q4: 5,935 shares; 2026Q1: 5,636 shares 5,636 $353K 0.04% -299 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,829 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,973 shares; 2026Q1: 4,794 shares 4,794 $351K 0.04% +821 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,638 shares; 2024Q4: 3,954 shares; 2025Q1: 2,119 shares; 2025Q2: 2,210 shares; 2025Q3: 2,136 shares; 2025Q4: 2,095 shares; 2026Q1: 2,291 shares 2,291 $350K 0.04% +196 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,823 shares; 2026Q1: 7,824 shares 7,824 $350K 0.04% +1 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,019 shares 10,019 $349K 0.04% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 2,675 shares 2,675 $347K 0.04% new Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG 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: 3,763 shares 3,763 $347K 0.04% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 4,186 shares; 2025Q3: 6,020 shares; 2025Q4: 6,120 shares; 2026Q1: 5,871 shares 5,871 $347K 0.04% -249 Timeline YETH ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,503 shares; 2025Q4: 30,932 shares; 2026Q1: 30,311 shares 30,311 $345K 0.04% -621 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,843 shares; 2025Q2: 13,350 shares; 2025Q3: 12,679 shares; 2025Q4: 12,178 shares; 2026Q1: 12,175 shares 12,175 $344K 0.04% -3 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN 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: 2,892 shares 2,892 $343K 0.04% new Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,292 shares; 2024Q4: 10,485 shares; 2025Q1: 10,585 shares; 2025Q2: 10,032 shares; 2025Q3: 9,730 shares; 2025Q4: 9,730 shares; 2026Q1: 9,557 shares 9,557 $335K 0.04% -173 Timeline SYSB 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: 3,836 shares; 2026Q1: 3,749 shares 3,749 $334K 0.04% -87 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,962 shares; 2024Q4: 8,721 shares; 2025Q1: 8,239 shares; 2025Q2: 3,152 shares; 2025Q3: 2,894 shares; 2025Q4: 2,928 shares; 2026Q1: 3,571 shares 3,571 $329K 0.04% +643 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 1,576 shares; 2025Q1: 1,879 shares; 2025Q2: 1,205 shares; 2025Q3: 1,176 shares; 2025Q4: 1,220 shares; 2026Q1: 1,338 shares 1,338 $325K 0.04% +118 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,346 shares 2,346 $325K 0.04% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,411 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 617 shares 617 $323K 0.04% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,073 shares 8,073 $322K 0.04% new Timeline L LOEWS CORP More: the full row for LOEWS 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: 3,014 shares 3,014 $322K 0.04% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398 shares; 2024Q4: 1,418 shares; 2025Q1: 1,430 shares; 2025Q2: 1,879 shares; 2025Q3: 1,880 shares; 2025Q4: 1,720 shares; 2026Q1: 2,043 shares 2,043 $321K 0.04% +323 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: 11,513 shares; 2024Q4: 11,024 shares; 2025Q1: 3,735 shares; 2025Q2: 3,669 shares; 2025Q3: 3,697 shares; 2025Q4: 3,680 shares; 2026Q1: 3,298 shares 3,298 $320K 0.04% -382 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 6,897 shares; 2025Q1: 6,362 shares; 2025Q2: 4,780 shares; 2025Q3: 4,725 shares; 2025Q4: 4,745 shares; 2026Q1: 4,695 shares 4,695 $320K 0.04% -50 Timeline AVSC 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: 13,579 shares; 2024Q4: 14,525 shares; 2025Q1: 12,335 shares; 2025Q2: 7,270 shares; 2025Q3: 6,174 shares; 2025Q4: 5,602 shares; 2026Q1: 5,136 shares 5,136 $320K 0.04% -466 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,280 shares; 2024Q4: 9,705 shares; 2025Q1: 8,461 shares; 2025Q2: 4,958 shares; 2025Q3: 4,958 shares; 2025Q4: 4,968 shares; 2026Q1: 4,662 shares 4,662 $319K 0.04% -306 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,913 shares; 2024Q4: 6,815 shares; 2025Q1: 6,815 shares; 2025Q2: 6,710 shares; 2025Q3: 6,700 shares; 2025Q4: 6,700 shares; 2026Q1: 12,655 shares 12,655 $318K 0.04% +5,955 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,029 shares 12,029 $316K 0.04% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 5,560 shares 5,560 $315K 0.04% new Timeline FXO 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: 5,413 shares; 2025Q2: 5,773 shares; 2025Q3: 5,199 shares; 2025Q4: 5,606 shares; 2026Q1: 5,611 shares 5,611 $315K 0.04% +5 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,728 shares; 2025Q3: 64,578 shares; 2025Q4: 60,678 shares; 2026Q1: 60,775 shares 60,775 $315K 0.04% +97 Timeline FDX FEDEX CORP More: the full row for FEDEX 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: 779 shares; 2026Q1: 877 shares 877 $312K 0.04% +98 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,820 shares 2,820 $309K 0.04% new Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE 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: 2,220 shares 2,220 $309K 0.04% new Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,503 shares 3,503 $309K 0.04% new Timeline KR KROGER CO More: the full row for KROGER 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: 4,247 shares 4,247 $307K 0.04% new Timeline YBTC ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,754 shares; 2025Q2: 6,471 shares; 2025Q3: 19,783 shares; 2025Q4: 16,057 shares; 2026Q1: 14,590 shares 14,590 $307K 0.04% -1,467 Timeline AOM 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: 5,650 shares; 2024Q4: 6,250 shares; 2025Q1: 6,300 shares; 2025Q2: 6,350 shares; 2025Q3: 6,400 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares 6,450 $306K 0.04% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,976 shares; 2025Q1: 9,326 shares; 2025Q2: not reported; 2025Q3: 6,510 shares; 2025Q4: 6,533 shares; 2026Q1: 6,860 shares 6,860 $303K 0.04% +327 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,676 shares; 2024Q4: 21,919 shares; 2025Q1: 22,751 shares; 2025Q2: 22,550 shares; 2025Q3: 22,550 shares; 2025Q4: 22,685 shares; 2026Q1: 21,015 shares 21,015 $302K 0.04% -1,670 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 455 shares; 2025Q1: 443 shares; 2025Q2: 407 shares; 2025Q3: 407 shares; 2025Q4: 408 shares; 2026Q1: 414 shares 414 $302K 0.04% +6 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,253 shares; 2024Q4: 5,253 shares; 2025Q1: 5,253 shares; 2025Q2: 5,253 shares; 2025Q3: 5,253 shares; 2025Q4: 5,253 shares; 2026Q1: 5,253 shares 5,253 $300K 0.04% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,298 shares 1,298 $300K 0.04% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,690 shares; 2024Q4: 6,315 shares; 2025Q1: 5,750 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,069 shares 2,069 $299K 0.04% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,977 shares 2,977 $298K 0.04% new Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,681 shares; 2025Q1: 2,507 shares; 2025Q2: 2,074 shares; 2025Q3: 2,122 shares; 2025Q4: 1,969 shares; 2026Q1: 1,922 shares 1,922 $298K 0.04% -47 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,856 shares 1,856 $298K 0.04% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE 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: 2,716 shares 2,716 $297K 0.04% new Timeline CSGS CSG SYS INTL INC More: the full row for CSG SYS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,707 shares 3,707 $296K 0.04% new Timeline JEPQ 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: 5,831 shares; 2025Q1: 5,837 shares; 2025Q2: not reported; 2025Q3: 3,955 shares; 2025Q4: 3,955 shares; 2026Q1: 5,337 shares 5,337 $296K 0.04% +1,382 Timeline PRDO PERDOCEO ED CORP More: the full row for PERDOCEO ED 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: 7,941 shares 7,941 $295K 0.04% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,047 shares 5,047 $295K 0.04% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: not reported; 2025Q1: 1,381 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,265 shares; 2026Q1: 1,547 shares 1,547 $293K 0.04% +282 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,835 shares; 2024Q4: 2,980 shares; 2025Q1: 3,125 shares; 2025Q2: 1,874 shares; 2025Q3: 1,918 shares; 2025Q4: 2,006 shares; 2026Q1: 2,016 shares 2,016 $293K 0.04% +10 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,586 shares; 2024Q4: 14,341 shares; 2025Q1: 13,376 shares; 2025Q2: not reported; 2025Q3: 2,304 shares; 2025Q4: 2,191 shares; 2026Q1: 3,367 shares 3,367 $292K 0.04% +1,176 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,403 shares; 2025Q4: 9,403 shares; 2026Q1: 9,303 shares 9,303 $290K 0.03% -100 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: 7,415 shares; 2024Q4: 8,190 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,925 shares; 2025Q4: 4,178 shares; 2026Q1: 4,243 shares 4,243 $289K 0.03% +65 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,757 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,816 shares 1,816 $286K 0.03% new Timeline CPNS CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,135 shares; 2024Q4: 11,635 shares; 2025Q1: 11,435 shares; 2025Q2: 11,045 shares; 2025Q3: 10,570 shares; 2025Q4: 10,570 shares; 2026Q1: 10,470 shares 10,470 $284K 0.03% -100 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 6,920 shares; 2025Q1: 5,306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,038 shares 3,038 $284K 0.03% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,924 shares; 2024Q4: 4,005 shares; 2025Q1: 3,322 shares; 2025Q2: 3,274 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,748 shares 3,748 $283K 0.03% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,729 shares; 2024Q4: 3,772 shares; 2025Q1: 3,875 shares; 2025Q2: 5,945 shares; 2025Q3: 5,968 shares; 2025Q4: 5,990 shares; 2026Q1: 6,101 shares 6,101 $283K 0.03% +111 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,500 shares 1,500 $283K 0.03% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,727 shares; 2025Q1: 2,897 shares; 2025Q2: 3,105 shares; 2025Q3: 3,160 shares; 2025Q4: 3,161 shares; 2026Q1: 3,308 shares 3,308 $281K 0.03% +147 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,949 shares; 2026Q1: 14,867 shares 14,867 $280K 0.03% -82 Timeline IXUS 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: 7,252 shares; 2025Q4: 3,053 shares; 2026Q1: 3,230 shares 3,230 $280K 0.03% +177 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 636 shares; 2025Q1: 688 shares; 2025Q2: 494 shares; 2025Q3: 494 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $280K 0.03% 0 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,718 shares; 2025Q2: 8,815 shares; 2025Q3: 8,588 shares; 2025Q4: 16,084 shares; 2026Q1: 9,115 shares 9,115 $280K 0.03% -6,969 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS 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: 11,587 shares 11,587 $276K 0.03% new Timeline SSO 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: 2,600 shares; 2025Q2: 3,047 shares; 2025Q3: 2,985 shares; 2025Q4: 5,944 shares; 2026Q1: 5,309 shares 5,309 $275K 0.03% -635 Timeline RDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,025 shares; 2026Q1: 10,105 shares 10,105 $274K 0.03% +1,080 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,349 shares; 2025Q3: 1,305 shares; 2025Q4: 1,368 shares; 2026Q1: 1,512 shares 1,512 $274K 0.03% +144 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 3,663 shares; 2025Q1: 3,393 shares; 2025Q2: 1,076 shares; 2025Q3: 1,000 shares; 2025Q4: 987 shares; 2026Q1: 1,030 shares 1,030 $274K 0.03% +43 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,435 shares; 2024Q4: 5,965 shares; 2025Q1: 6,155 shares; 2025Q2: 5,265 shares; 2025Q3: 5,365 shares; 2025Q4: 5,335 shares; 2026Q1: 5,477 shares 5,477 $272K 0.03% +142 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,439 shares; 2025Q3: 12,529 shares; 2025Q4: 14,820 shares; 2026Q1: 13,687 shares 13,687 $272K 0.03% -1,133 Timeline EALT 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: 8,020 shares; 2025Q2: not reported; 2025Q3: 6,470 shares; 2025Q4: 7,810 shares; 2026Q1: 8,010 shares 8,010 $269K 0.03% +200 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 2,764 shares; 2025Q3: 2,944 shares; 2025Q4: 2,944 shares; 2026Q1: 2,944 shares 2,944 $269K 0.03% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: 3,525 shares 3,525 $268K 0.03% new Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,737 shares; 2024Q4: 73,100 shares; 2025Q1: 63,678 shares; 2025Q2: 39,953 shares; 2025Q3: 35,897 shares; 2025Q4: 31,262 shares; 2026Q1: 30,472 shares 30,472 $268K 0.03% -790 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 975 shares; 2025Q1: 1,460 shares; 2025Q2: 828 shares; 2025Q3: 1,084 shares; 2025Q4: 1,039 shares; 2026Q1: 908 shares 908 $266K 0.03% -131 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,422 shares; 2025Q1: 1,669 shares; 2025Q2: not reported; 2025Q3: 1,112 shares; 2025Q4: 1,535 shares; 2026Q1: 1,531 shares 1,531 $266K 0.03% -4 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,458 shares 1,458 $266K 0.03% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,141 shares; 2026Q1: 1,437 shares 1,437 $265K 0.03% +296 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,282 shares; 2025Q1: 1,739 shares; 2025Q2: 627 shares; 2025Q3: 647 shares; 2025Q4: 638 shares; 2026Q1: 662 shares 662 $263K 0.03% +24 Timeline FOX FOX CORP More: the full row for FOX 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: 4,905 shares 4,905 $260K 0.03% new Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE 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: 5,376 shares 5,376 $260K 0.03% new Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 9,574 shares; 2025Q1: 8,495 shares; 2025Q2: 8,594 shares; 2025Q3: 6,975 shares; 2025Q4: 7,085 shares; 2026Q1: 7,054 shares 7,054 $256K 0.03% -31 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,545 shares; 2025Q1: 2,472 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $256K 0.03% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 185 shares 185 $255K 0.03% new Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,285 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,466 shares; 2026Q1: 14,455 shares 14,455 $254K 0.03% +989 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 568 shares 568 $252K 0.03% new Timeline EBAY EBAY INC. More: the full row for EBAY 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: 2,772 shares 2,772 $252K 0.03% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,080 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,419 shares 5,419 $251K 0.03% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,357 shares; 2024Q4: 2,241 shares; 2025Q1: 2,155 shares; 2025Q2: 1,114 shares; 2025Q3: 901 shares; 2025Q4: 881 shares; 2026Q1: 1,045 shares 1,045 $247K 0.03% +164 Timeline NTCT NETSCOUT SYS INC More: the full row for NETSCOUT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,748 shares 7,748 $246K 0.03% new Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 812 shares 812 $245K 0.03% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,894 shares; 2025Q4: 2,198 shares; 2026Q1: 2,178 shares 2,178 $245K 0.03% -20 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,118 shares 1,118 $244K 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: 4,265 shares; 2026Q1: 4,259 shares 4,259 $243K 0.03% -6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 10,544 shares; 2025Q1: 10,266 shares; 2025Q2: 2,144 shares; 2025Q3: 1,780 shares; 2025Q4: 1,823 shares; 2026Q1: 1,916 shares 1,916 $242K 0.03% +93 Timeline BSJQ 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: not reported; 2025Q3: 9,104 shares; 2025Q4: 11,597 shares; 2026Q1: 10,407 shares 10,407 $241K 0.03% -1,190 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 959 shares 959 $240K 0.03% new Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT 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: 2,500 shares 2,500 $239K 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,518 shares; 2025Q1: 2,162 shares; 2025Q2: 1,328 shares; 2025Q3: 1,135 shares; 2025Q4: 1,484 shares; 2026Q1: 1,383 shares 1,383 $239K 0.03% -101 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,770 shares; 2024Q4: 2,756 shares; 2025Q1: 2,999 shares; 2025Q2: 2,185 shares; 2025Q3: 2,185 shares; 2025Q4: 2,221 shares; 2026Q1: 2,229 shares 2,229 $238K 0.03% +8 Timeline ICSH 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: 7,907 shares; 2025Q4: 4,108 shares; 2026Q1: 4,701 shares 4,701 $238K 0.03% +593 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,204 shares 1,204 $238K 0.03% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,241 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,025 shares 3,025 $237K 0.03% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,919 shares; 2024Q4: 25,514 shares; 2025Q1: 19,681 shares; 2025Q2: 14,033 shares; 2025Q3: 14,033 shares; 2025Q4: 14,033 shares; 2026Q1: 13,838 shares 13,838 $236K 0.03% -195 Timeline CNX CNX RES CORP More: the full row for CNX RES 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: 6,106 shares 6,106 $235K 0.03% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 2,959 shares 2,959 $234K 0.03% new Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE 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: 23,735 shares; 2025Q3: 36,605 shares; 2025Q4: 48,125 shares; 2026Q1: 50,401 shares 50,401 $234K 0.03% +2,276 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,060 shares; 2024Q4: 5,028 shares; 2025Q1: 3,975 shares; 2025Q2: 2,044 shares; 2025Q3: 1,808 shares; 2025Q4: 1,853 shares; 2026Q1: 1,871 shares 1,871 $234K 0.03% +18 Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR 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: 4,412 shares 4,412 $233K 0.03% new Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 11,786 shares 11,786 $233K 0.03% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,744 shares; 2024Q4: 9,129 shares; 2025Q1: 7,490 shares; 2025Q2: 2,727 shares; 2025Q3: 3,094 shares; 2025Q4: 4,739 shares; 2026Q1: 5,126 shares 5,126 $232K 0.03% +387 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,635 shares; 2025Q1: 6,635 shares; 2025Q2: 6,675 shares; 2025Q3: 6,675 shares; 2025Q4: 6,725 shares; 2026Q1: 6,725 shares 6,725 $231K 0.03% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,572 shares 3,572 $231K 0.03% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,420 shares; 2025Q1: 2,686 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,680 shares 1,680 $231K 0.03% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,528 shares 7,528 $230K 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,604 shares; 2025Q1: 1,664 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 919 shares 919 $230K 0.03% new Timeline FGD 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: 7,383 shares; 2025Q3: 7,383 shares; 2025Q4: 7,176 shares; 2026Q1: 7,179 shares 7,179 $229K 0.03% +3 Timeline GTOS INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,869 shares; 2024Q4: 12,636 shares; 2025Q1: 11,958 shares; 2025Q2: 10,904 shares; 2025Q3: 11,144 shares; 2025Q4: 11,222 shares; 2026Q1: 9,171 shares 9,171 $229K 0.03% -2,051 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,108 shares 3,108 $226K 0.03% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 409 shares 409 $224K 0.03% new Timeline HCI HCI GROUP INC More: the full row for HCI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,448 shares 1,448 $224K 0.03% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,237 shares 1,237 $224K 0.03% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,948 shares; 2024Q4: 3,527 shares; 2025Q1: 2,908 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 858 shares 858 $223K 0.03% new Timeline CNA CNA FINL CORP More: the full row for CNA FINL 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: 4,848 shares 4,848 $223K 0.03% new Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,588 shares 1,588 $222K 0.03% new Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,275 shares 4,275 $221K 0.03% new Timeline HELO 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: 3,300 shares; 2025Q1: not reported; 2025Q2: 3,300 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $220K 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,087 shares; 2024Q4: 1,988 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,424 shares; 2025Q4: not reported; 2026Q1: 1,342 shares 1,342 $220K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,710 shares; 2024Q4: 2,841 shares; 2025Q1: 2,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898 shares 898 $219K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,127 shares; 2024Q4: 3,139 shares; 2025Q1: 2,341 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,807 shares 1,807 $219K 0.03% new Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,996 shares 2,996 $219K 0.03% new Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,890 shares 1,890 $218K 0.03% new Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $217K 0.03% 0 Timeline HMN HORACE MANN EDUCATORS CORP N More: the full row for HORACE MANN EDUCATORS CORP N Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050 $216K 0.03% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $215K 0.03% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,195 shares; 2024Q4: 2,181 shares; 2025Q1: 2,286 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $215K 0.03% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,086 shares 8,086 $215K 0.03% new Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $213K 0.03% 0 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,082 shares 3,082 $213K 0.03% new Timeline HURN HURON CONSULTING GROUP INC More: the full row for HURON CONSULTING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,662 shares 1,662 $212K 0.03% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,640 shares 2,640 $211K 0.03% new Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,193 shares 3,193 $211K 0.03% new Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING 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: 2,568 shares 2,568 $211K 0.03% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,078 shares; 2026Q1: 1,156 shares 1,156 $211K 0.03% +78 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA 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: 427 shares 427 $211K 0.03% new 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: 3,197 shares; 2024Q4: 2,963 shares; 2025Q1: 2,877 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,951 shares 2,951 $211K 0.03% new 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; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 777 shares 777 $210K 0.03% new Timeline RING 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: 13,816 shares; 2025Q1: 14,623 shares; 2025Q2: not reported; 2025Q3: 3,163 shares; 2025Q4: 3,211 shares; 2026Q1: 2,656 shares 2,656 $210K 0.03% -555 Timeline TAXM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,204 shares 4,204 $209K 0.03% new Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,711 shares; 2026Q1: 1,714 shares 1,714 $209K 0.03% +3 Timeline RFLR 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: 10,900 shares; 2025Q1: 11,722 shares; 2025Q2: 9,441 shares; 2025Q3: 8,172 shares; 2025Q4: 7,593 shares; 2026Q1: 7,164 shares 7,164 $208K 0.03% -429 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: 733 shares 733 $208K 0.03% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,586 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,329 shares; 2026Q1: 4,564 shares 4,564 $208K 0.03% -1,765 Timeline JBL JABIL INC More: the full row for JABIL 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: 778 shares 778 $207K 0.02% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,031 shares 3,031 $206K 0.02% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,070 shares 4,070 $203K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,735 shares; 2025Q1: 2,574 shares; 2025Q2: 2,147 shares; 2025Q3: not reported; 2025Q4: 3,848 shares; 2026Q1: 3,229 shares 3,229 $203K 0.02% -619 Timeline BCO BRINKS CO More: the full row for BRINKS 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: 1,953 shares 1,953 $202K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,499 shares; 2025Q1: 2,954 shares; 2025Q2: 1,436 shares; 2025Q3: 1,331 shares; 2025Q4: 1,330 shares; 2026Q1: 1,334 shares 1,334 $201K 0.02% +4 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,183 shares 1,183 $201K 0.02% new Timeline ENVA ENOVA INTL INC More: the full row for ENOVA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480 shares 1,480 $201K 0.02% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE 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: not reported; 2026Q1: 1,210 shares 1,210 $201K 0.02% new Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,333 shares 22,333 $200K 0.02% new Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,940 shares; 2026Q1: 16,061 shares 16,061 $177K 0.02% +121 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,854 shares; 2026Q1: 33,851 shares 33,851 $176K 0.02% -3 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: 11,051 shares; 2025Q1: 11,142 shares; 2025Q2: 11,065 shares; 2025Q3: 10,932 shares; 2025Q4: 10,932 shares; 2026Q1: 10,999 shares 10,999 $166K 0.02% +67 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,173 shares; 2024Q4: 39,503 shares; 2025Q1: 39,503 shares; 2025Q2: 39,503 shares; 2025Q3: 39,503 shares; 2025Q4: 10,712 shares; 2026Q1: 10,712 shares 10,712 $158K 0.02% 0 Timeline IEP ICAHN ENTERPRISES LP More: the full row for ICAHN ENTERPRISES LP 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: 10,530 shares; 2025Q3: 17,030 shares; 2025Q4: 17,030 shares; 2026Q1: 19,280 shares 19,280 $146K 0.02% +2,250 Timeline