ACIO 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: 894,434 shares; 2024Q4: 1,193,046 shares; 2025Q1: 1,126,987 shares; 2025Q2: 1,116,898 shares; 2025Q3: 1,125,504 shares; 2025Q4: 1,083,645 shares; 2026Q1: 1,078,147 shares 1,078,147 $45.2M 16.22% -5,498 Timeline DRSK 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: 951,492 shares; 2024Q4: 1,398,337 shares; 2025Q1: 1,324,571 shares; 2025Q2: 1,304,768 shares; 2025Q3: 1,293,605 shares; 2025Q4: 1,264,557 shares; 2026Q1: 1,265,488 shares 1,265,488 $34.6M 12.4% +931 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443,985 shares; 2024Q4: 498,307 shares; 2025Q1: 472,639 shares; 2025Q2: 463,748 shares; 2025Q3: 470,627 shares; 2025Q4: 453,143 shares; 2026Q1: 450,369 shares 450,369 $22.8M 8.17% -2,774 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: 384,962 shares; 2024Q4: 290,157 shares; 2025Q1: 286,185 shares; 2025Q2: 282,585 shares; 2025Q3: 291,423 shares; 2025Q4: 284,081 shares; 2026Q1: 284,377 shares 284,377 $21.8M 7.8% +296 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: 95,676 shares; 2024Q4: 95,308 shares; 2025Q1: 95,564 shares; 2025Q2: 95,089 shares; 2025Q3: 93,159 shares; 2025Q4: 91,338 shares; 2026Q1: 89,761 shares 89,761 $15.2M 5.46% -1,577 Timeline RDVI 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: 433,007 shares; 2025Q3: 444,379 shares; 2025Q4: 433,554 shares; 2026Q1: 431,883 shares 431,883 $11M 3.96% -1,671 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: 1,125 shares; 2024Q4: 58,442 shares; 2025Q1: 53,932 shares; 2025Q2: 54,259 shares; 2025Q3: 58,001 shares; 2025Q4: 56,032 shares; 2026Q1: 55,574 shares 55,574 $10.7M 3.82% -458 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,128 shares; 2025Q3: 280,738 shares; 2025Q4: 270,227 shares; 2026Q1: 268,489 shares 268,489 $10.6M 3.8% -1,738 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: 42,529 shares; 2024Q4: 42,345 shares; 2025Q1: 38,791 shares; 2025Q2: 38,207 shares; 2025Q3: 38,167 shares; 2025Q4: 36,577 shares; 2026Q1: 36,549 shares 36,549 $9.28M 3.33% -28 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: 36,602 shares; 2024Q4: 191,659 shares; 2025Q1: 180,029 shares; 2025Q2: 177,878 shares; 2025Q3: 181,675 shares; 2025Q4: 176,236 shares; 2026Q1: 172,227 shares 172,227 $8.75M 3.14% -4,009 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: 35,766 shares; 2024Q4: 42,141 shares; 2025Q1: 42,366 shares; 2025Q2: 46,340 shares; 2025Q3: 41,900 shares; 2025Q4: 38,715 shares; 2026Q1: 39,644 shares 39,644 $6.91M 2.48% +929 Timeline AIQ 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: 156,231 shares; 2024Q4: 155,881 shares; 2025Q1: 146,508 shares; 2025Q2: 142,294 shares; 2025Q3: 138,063 shares; 2025Q4: 133,304 shares; 2026Q1: 131,727 shares 131,727 $6.15M 2.2% -1,577 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: 19,875 shares; 2024Q4: 18,033 shares; 2025Q1: 16,052 shares; 2025Q2: 15,613 shares; 2025Q3: 15,382 shares; 2025Q4: 14,964 shares; 2026Q1: 15,179 shares 15,179 $5.62M 2.01% +215 Timeline CRK COMSTOCK RES INC More: the full row for COMSTOCK RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,913 shares; 2024Q4: 191,913 shares; 2025Q1: 197,200 shares; 2025Q2: 213,330 shares; 2025Q3: 213,330 shares; 2025Q4: 213,330 shares; 2026Q1: 213,330 shares 213,330 $4.5M 1.61% 0 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: 25,198 shares; 2024Q4: 23,482 shares; 2025Q1: 23,234 shares; 2025Q2: 23,425 shares; 2025Q3: 22,581 shares; 2025Q4: 21,768 shares; 2026Q1: 20,721 shares 20,721 $4.32M 1.55% -1,047 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,552 shares 32,552 $3.28M 1.17% new 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: 78,723 shares; 2024Q4: 134,532 shares; 2025Q1: 125,474 shares; 2025Q2: 99,705 shares; 2025Q3: 30,214 shares; 2025Q4: 28,924 shares; 2026Q1: 28,047 shares 28,047 $3.1M 1.11% -877 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: 131,330 shares; 2024Q4: 132,161 shares; 2025Q1: 132,424 shares; 2025Q2: 134,140 shares; 2025Q3: 134,373 shares; 2025Q4: 135,066 shares; 2026Q1: 134,799 shares 134,799 $2.6M 0.93% -267 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: 16,145 shares; 2024Q4: 16,183 shares; 2025Q1: 13,870 shares; 2025Q2: 13,756 shares; 2025Q3: 12,621 shares; 2025Q4: 11,912 shares; 2026Q1: 12,342 shares 12,342 $2.55M 0.92% +430 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,127 shares; 2024Q4: 91,527 shares; 2025Q1: 92,330 shares; 2025Q2: 93,131 shares; 2025Q3: 113,522 shares; 2025Q4: 114,399 shares; 2026Q1: 111,025 shares 111,025 $2.48M 0.89% -3,374 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: 10,869 shares; 2024Q4: 9,070 shares; 2025Q1: 6,387 shares; 2025Q2: 6,849 shares; 2025Q3: 6,709 shares; 2025Q4: 6,522 shares; 2026Q1: 6,523 shares 6,523 $1.87M 0.67% +1 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: 61,756 shares; 2024Q4: 62,087 shares; 2025Q1: 56,388 shares; 2025Q2: 46,075 shares; 2025Q3: 46,130 shares; 2025Q4: 46,144 shares; 2026Q1: 46,167 shares 46,167 $1.75M 0.63% +23 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: 18,222 shares; 2024Q4: 14,032 shares; 2025Q1: 13,248 shares; 2025Q2: 13,696 shares; 2025Q3: 14,283 shares; 2025Q4: 13,820 shares; 2026Q1: 13,570 shares 13,570 $1.69M 0.6% -250 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,349 shares; 2024Q4: 8,448 shares; 2025Q1: 5,588 shares; 2025Q2: 5,506 shares; 2025Q3: 5,324 shares; 2025Q4: 5,165 shares; 2026Q1: 5,110 shares 5,110 $1.5M 0.54% -55 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,507 shares; 2025Q1: 1,993 shares; 2025Q2: 3,745 shares; 2025Q3: 3,705 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares 3,705 $1.38M 0.49% 0 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: 5,000 shares; 2024Q4: 26,016 shares; 2025Q1: 31,654 shares; 2025Q2: 29,076 shares; 2025Q3: 29,076 shares; 2025Q4: 29,076 shares; 2026Q1: 26,676 shares 26,676 $1.33M 0.48% -2,400 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: 8,316 shares; 2024Q4: 8,448 shares; 2025Q1: 8,000 shares; 2025Q2: 9,355 shares; 2025Q3: 9,245 shares; 2025Q4: 9,261 shares; 2026Q1: 9,275 shares 9,275 $1.22M 0.44% +14 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: 4,606 shares; 2024Q4: 4,369 shares; 2025Q1: 4,674 shares; 2025Q2: 4,901 shares; 2025Q3: 4,912 shares; 2025Q4: 4,922 shares; 2026Q1: 4,931 shares 4,931 $1.21M 0.43% +9 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,623 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares 2,498 $1.2M 0.43% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,083 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares 2,005 $1.16M 0.41% 0 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: 15,400 shares; 2024Q4: 16,750 shares; 2025Q1: 16,750 shares; 2025Q2: 16,750 shares; 2025Q3: 16,750 shares; 2025Q4: 16,750 shares; 2026Q1: 16,750 shares 16,750 $1.14M 0.41% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 3,282 shares; 2025Q1: 3,315 shares; 2025Q2: 3,318 shares; 2025Q3: 2,988 shares; 2025Q4: 2,989 shares; 2026Q1: 3,628 shares 3,628 $1.04M 0.37% +639 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: 4,017 shares; 2024Q4: 2,848 shares; 2025Q1: 2,498 shares; 2025Q2: 2,442 shares; 2025Q3: 2,315 shares; 2025Q4: 2,198 shares; 2026Q1: 1,882 shares 1,882 $1.03M 0.37% -316 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: 1,762 shares; 2024Q4: 1,762 shares; 2025Q1: 1,777 shares; 2025Q2: 1,827 shares; 2025Q3: 1,739 shares; 2025Q4: 1,769 shares; 2026Q1: 1,770 shares 1,770 $1.01M 0.36% +1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,056 shares; 2025Q1: 2,056 shares; 2025Q2: 1,978 shares; 2025Q3: 1,537 shares; 2025Q4: 1,413 shares; 2026Q1: 1,413 shares 1,413 $919K 0.33% 0 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: 3,851 shares; 2024Q4: 3,353 shares; 2025Q1: 3,063 shares; 2025Q2: 3,085 shares; 2025Q3: 3,032 shares; 2025Q4: 2,918 shares; 2026Q1: 2,888 shares 2,888 $873K 0.31% -30 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: 1,785 shares; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,825 shares; 2025Q3: 1,825 shares; 2025Q4: 1,825 shares; 2026Q1: 1,825 shares 1,825 $785K 0.28% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,529 shares; 2024Q4: 4,685 shares; 2025Q1: 3,599 shares; 2025Q2: 3,714 shares; 2025Q3: 4,214 shares; 2025Q4: 3,894 shares; 2026Q1: 3,785 shares 3,785 $749K 0.27% -109 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: 8,045 shares; 2024Q4: 3,624 shares; 2025Q1: 2,918 shares; 2025Q2: 2,718 shares; 2025Q3: 2,693 shares; 2025Q4: 2,272 shares; 2026Q1: 2,175 shares 2,175 $673K 0.24% -97 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: 4,980 shares; 2024Q4: 4,314 shares; 2025Q1: 4,323 shares; 2025Q2: 4,329 shares; 2025Q3: 4,286 shares; 2025Q4: 4,225 shares; 2026Q1: 4,235 shares 4,235 $658K 0.24% +10 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,661 shares; 2024Q4: 28,729 shares; 2025Q1: 22,118 shares; 2025Q2: 20,767 shares; 2025Q3: 20,837 shares; 2025Q4: 19,295 shares; 2026Q1: 19,341 shares 19,341 $649K 0.23% +46 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: 13,762 shares; 2024Q4: 13,762 shares; 2025Q1: 13,762 shares; 2025Q2: 15,640 shares; 2025Q3: 13,785 shares; 2025Q4: 13,785 shares; 2026Q1: 13,785 shares 13,785 $608K 0.22% 0 Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,258 shares; 2025Q2: 10,258 shares; 2025Q3: 10,258 shares; 2025Q4: 10,258 shares; 2026Q1: 10,227 shares 10,227 $604K 0.22% -31 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to 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: 13,320 shares; 2026Q1: 13,270 shares 13,270 $565K 0.2% -50 Timeline PALC 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: 15,897 shares; 2024Q4: 14,615 shares; 2025Q1: 14,576 shares; 2025Q2: 14,576 shares; 2025Q3: 14,576 shares; 2025Q4: 10,686 shares; 2026Q1: 10,686 shares 10,686 $554K 0.2% 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: 4,149 shares; 2024Q4: 3,194 shares; 2025Q1: 2,746 shares; 2025Q2: 2,776 shares; 2025Q3: 2,929 shares; 2025Q4: 2,774 shares; 2026Q1: 2,789 shares 2,789 $553K 0.2% +15 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,725 shares; 2024Q4: 7,734 shares; 2025Q1: 7,372 shares; 2025Q2: 7,381 shares; 2025Q3: 7,389 shares; 2025Q4: 7,398 shares; 2026Q1: 7,472 shares 7,472 $544K 0.19% +74 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: 4,787 shares; 2024Q4: 4,796 shares; 2025Q1: 5,183 shares; 2025Q2: 4,624 shares; 2025Q3: 4,527 shares; 2025Q4: 4,439 shares; 2026Q1: 4,451 shares 4,451 $535K 0.19% +12 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: 17,353 shares; 2024Q4: 15,505 shares; 2025Q1: 15,505 shares; 2025Q2: 15,505 shares; 2025Q3: 15,505 shares; 2025Q4: 15,505 shares; 2026Q1: 15,505 shares 15,505 $524K 0.19% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,956 shares; 2025Q1: 6,956 shares; 2025Q2: 6,984 shares; 2025Q3: 7,013 shares; 2025Q4: 7,074 shares; 2026Q1: 6,832 shares 6,832 $520K 0.19% -242 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: 2,418 shares; 2024Q4: 2,414 shares; 2025Q1: 2,391 shares; 2025Q2: 2,391 shares; 2025Q3: 2,391 shares; 2025Q4: 2,391 shares; 2026Q1: 2,384 shares 2,384 $513K 0.18% -7 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: 1,941 shares; 2024Q4: 1,941 shares; 2025Q1: 2,082 shares; 2025Q2: 2,082 shares; 2025Q3: 2,082 shares; 2025Q4: 2,179 shares; 2026Q1: 2,179 shares 2,179 $493K 0.18% 0 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: 5,214 shares; 2024Q4: 3,872 shares; 2025Q1: 2,923 shares; 2025Q2: 2,963 shares; 2025Q3: 2,996 shares; 2025Q4: 2,821 shares; 2026Q1: 2,814 shares 2,814 $486K 0.17% -7 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,189 shares; 2024Q4: 3,460 shares; 2025Q1: 2,907 shares; 2025Q2: 2,951 shares; 2025Q3: 2,960 shares; 2025Q4: 2,769 shares; 2026Q1: 2,780 shares 2,780 $452K 0.16% +11 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,506 shares; 2024Q4: 1,395 shares; 2025Q1: 1,049 shares; 2025Q2: 1,066 shares; 2025Q3: 1,322 shares; 2025Q4: 1,229 shares; 2026Q1: 1,187 shares 1,187 $448K 0.16% -42 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,619 shares; 2024Q4: 2,172 shares; 2025Q1: 2,216 shares; 2025Q2: 2,222 shares; 2025Q3: 2,227 shares; 2025Q4: 2,232 shares; 2026Q1: 2,051 shares 2,051 $446K 0.16% -181 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,543 shares; 2026Q1: 3,524 shares 3,524 $445K 0.16% -19 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: 2,425 shares; 2024Q4: 2,439 shares; 2025Q1: 2,439 shares; 2025Q2: 2,276 shares; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 2,277 shares 2,277 $439K 0.16% +1 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: 3,053 shares; 2024Q4: 3,053 shares; 2025Q1: 2,290 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,194 shares 2,194 $437K 0.16% -63 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: 1,711 shares; 2024Q4: 1,712 shares; 2025Q1: 714 shares; 2025Q2: 716 shares; 2025Q3: 718 shares; 2025Q4: 719 shares; 2026Q1: 613 shares 613 $435K 0.16% -106 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 889 shares; 2025Q2: 919 shares; 2025Q3: 915 shares; 2025Q4: 915 shares; 2026Q1: 915 shares 915 $422K 0.15% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,919 shares; 2024Q4: 12,942 shares; 2025Q1: 11,025 shares; 2025Q2: 11,335 shares; 2025Q3: 13,619 shares; 2025Q4: 12,791 shares; 2026Q1: 12,676 shares 12,676 $421K 0.15% -115 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: 4,837 shares; 2024Q4: 4,826 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 4,806 shares; 2025Q4: 4,806 shares; 2026Q1: 4,787 shares 4,787 $420K 0.15% -19 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,144 shares; 2024Q4: 10,193 shares; 2025Q1: 9,898 shares; 2025Q2: 9,888 shares; 2025Q3: 8,117 shares; 2025Q4: 7,093 shares; 2026Q1: 3,868 shares 3,868 $412K 0.15% -3,225 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,815 shares; 2025Q3: not reported; 2025Q4: 10,333 shares; 2026Q1: 9,543 shares 9,543 $397K 0.14% -790 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,725 shares; 2025Q1: 9,725 shares; 2025Q2: 9,725 shares; 2025Q3: 9,725 shares; 2025Q4: 9,725 shares; 2026Q1: 9,725 shares 9,725 $394K 0.14% 0 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: 1,532 shares; 2024Q4: 1,542 shares; 2025Q1: 1,602 shares; 2025Q2: 1,611 shares; 2025Q3: 1,571 shares; 2025Q4: 1,579 shares; 2026Q1: 1,589 shares 1,589 $385K 0.14% +10 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: 761 shares; 2024Q4: 770 shares; 2025Q1: 797 shares; 2025Q2: 1,109 shares; 2025Q3: 1,096 shares; 2025Q4: 1,091 shares; 2026Q1: 1,094 shares 1,094 $360K 0.13% +3 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: 1,612 shares; 2024Q4: 1,129 shares; 2025Q1: 1,133 shares; 2025Q2: 1,138 shares; 2025Q3: 1,143 shares; 2025Q4: 1,148 shares; 2026Q1: 1,152 shares 1,152 $358K 0.13% +4 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,582 shares; 2024Q4: 42,070 shares; 2025Q1: 42,066 shares; 2025Q2: 17,126 shares; 2025Q3: 22,540 shares; 2025Q4: 21,540 shares; 2026Q1: 21,513 shares 21,513 $355K 0.13% -27 Timeline DVY 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: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,329 shares; 2025Q2: 2,329 shares; 2025Q3: 2,329 shares; 2025Q4: 2,329 shares; 2026Q1: 2,329 shares 2,329 $353K 0.13% 0 Timeline PDFS PDF SOLUTIONS INC More: the full row for PDF SOLUTIONS 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: 8,643 shares; 2025Q4: 10,553 shares; 2026Q1: 10,553 shares 10,553 $345K 0.12% 0 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: 547 shares; 2024Q4: 547 shares; 2025Q1: 565 shares; 2025Q2: 460 shares; 2025Q3: 410 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $337K 0.12% 0 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: 1,550 shares; 2024Q4: 1,551 shares; 2025Q1: 1,552 shares; 2025Q2: 1,553 shares; 2025Q3: 1,553 shares; 2025Q4: 3,108 shares; 2026Q1: 2,523 shares 2,523 $335K 0.12% -585 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,236 shares; 2024Q4: 14,874 shares; 2025Q1: 15,567 shares; 2025Q2: not reported; 2025Q3: 9,230 shares; 2025Q4: 8,780 shares; 2026Q1: 8,493 shares 8,493 $331K 0.12% -287 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,271 shares; 2025Q4: 2,271 shares; 2026Q1: 2,271 shares 2,271 $329K 0.12% 0 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: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $325K 0.12% 0 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,091 shares; 2025Q4: 6,091 shares; 2026Q1: 6,091 shares 6,091 $320K 0.11% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 314 shares; 2026Q1: 314 shares 314 $313K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 340 shares; 2025Q3: 596 shares; 2025Q4: 2,790 shares; 2026Q1: 2,973 shares 2,973 $311K 0.11% +183 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 3,290 shares; 2025Q1: 3,299 shares; 2025Q2: 3,309 shares; 2025Q3: 3,218 shares; 2025Q4: 3,227 shares; 2026Q1: 3,235 shares 3,235 $301K 0.11% +8 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 6,952 shares; 2025Q1: 6,977 shares; 2025Q2: 7,001 shares; 2025Q3: 6,624 shares; 2025Q4: 6,648 shares; 2026Q1: 6,669 shares 6,669 $288K 0.1% +21 Timeline PTNQ 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: 5,191 shares; 2024Q4: 3,882 shares; 2025Q1: 3,818 shares; 2025Q2: 3,818 shares; 2025Q3: 3,818 shares; 2025Q4: 3,818 shares; 2026Q1: 3,818 shares 3,818 $279K 0.1% 0 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: 12,490 shares; 2024Q4: 12,522 shares; 2025Q1: 6,674 shares; 2025Q2: 6,704 shares; 2025Q3: 6,534 shares; 2025Q4: 5,667 shares; 2026Q1: 5,693 shares 5,693 $278K 0.1% +26 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: 1,949 shares; 2024Q4: 1,949 shares; 2025Q1: 1,949 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: not reported; 2026Q1: 1,903 shares 1,903 $275K 0.1% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 835 shares; 2025Q4: 835 shares; 2026Q1: 835 shares 835 $274K 0.1% 0 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: 7,846 shares; 2024Q4: 7,831 shares; 2025Q1: 2,814 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 2,814 shares; 2026Q1: 2,805 shares 2,805 $271K 0.1% -9 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 2,300 shares; 2025Q3: 1,916 shares; 2025Q4: 1,917 shares; 2026Q1: 1,817 shares 1,817 $267K 0.1% -100 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: 2,790 shares; 2024Q4: 2,631 shares; 2025Q1: 2,193 shares; 2025Q2: 2,053 shares; 2025Q3: 2,054 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares 1,561 $258K 0.09% 0 Timeline PAMC 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: 5,804 shares; 2024Q4: 5,159 shares; 2025Q1: 5,159 shares; 2025Q2: 5,159 shares; 2025Q3: 5,159 shares; 2025Q4: 5,159 shares; 2026Q1: 5,159 shares 5,159 $247K 0.09% 0 Timeline DK DELEK US HLDGS INC NEW More: the full row for DELEK US HLDGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,300 shares 5,300 $239K 0.09% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 1,575 shares; 2025Q1: 1,575 shares; 2025Q2: 1,575 shares; 2025Q3: 1,575 shares; 2025Q4: 1,575 shares; 2026Q1: 1,575 shares 1,575 $233K 0.08% 0 Timeline CGBD CARLYLE SECURED LENDING INC More: the full row for CARLYLE SECURED LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,464 shares; 2024Q4: 21,291 shares; 2025Q1: 21,291 shares; 2025Q2: 21,291 shares; 2025Q3: 21,291 shares; 2025Q4: 21,291 shares; 2026Q1: 21,291 shares 21,291 $233K 0.08% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,100 shares 5,100 $231K 0.08% +100 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: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares 981 $230K 0.08% 0 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: 2,350 shares; 2024Q4: 2,235 shares; 2025Q1: 2,471 shares; 2025Q2: 2,484 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,530 shares 2,530 $229K 0.08% 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: 2,228 shares; 2024Q4: 2,233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 917 shares 917 $224K 0.08% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,461 shares; 2026Q1: 1,461 shares 1,461 $223K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 650 shares 650 $220K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $218K 0.08% 0 Timeline DE DEERE & CO More: the full row for DEERE & 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: 510 shares; 2025Q3: 510 shares; 2025Q4: not reported; 2026Q1: 383 shares 383 $216K 0.08% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $213K 0.08% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,565 shares; 2025Q4: 1,565 shares; 2026Q1: 1,447 shares 1,447 $209K 0.07% -118 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,547 shares; 2026Q1: 5,547 shares 5,547 $208K 0.07% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $204K 0.07% new 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: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $203K 0.07% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 136 shares 136 $200K 0.07% new Timeline INSE INSPIRED ENTMT INC More: the full row for INSPIRED ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,519 shares; 2024Q4: 14,019 shares; 2025Q1: 14,019 shares; 2025Q2: 14,019 shares; 2025Q3: 16,998 shares; 2025Q4: 13,421 shares; 2026Q1: 15,591 shares 15,591 $111K 0.04% +2,170 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to 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: 19,569 shares 19,569 $86.7K 0.03% new Timeline AIOT POWERFLEET INC More: the full row for POWERFLEET 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: 20,356 shares; 2026Q1: 25,790 shares 25,790 $79.4K 0.03% +5,434 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,000 shares; 2024Q4: 14,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $68.7K 0.02% new Timeline ASPN ASPEN AEROGELS INC More: the full row for ASPEN AEROGELS 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: 10,504 shares 10,504 $35.9K 0.01% new Timeline TBHC THE BRAND HOUSE COLLECTIVE I More: the full row for THE BRAND HOUSE COLLECTIVE I Quarterly shares; oldest to 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: 26,011 shares 26,011 $24.2K 0.01% new Timeline