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: 61,446 shares; 2024Q4: 68,202 shares; 2025Q1: 225,917 shares; 2025Q2: 211,720 shares; 2025Q3: 219,978 shares; 2025Q4: 222,055 shares; 2026Q1: 224,353 shares 224,353 $56.9M 4.03% +2,298 Timeline LION LIONSGATE STUDIOS CORP More: the full row for LIONSGATE STUDIOS 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: 5,877,806 shares; 2025Q3: 5,341,232 shares; 2025Q4: 715,745 shares; 2026Q1: 5,027,980 shares 5,027,980 $48.2M 3.42% +4,312,235 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: 9,976 shares; 2024Q4: 8,513 shares; 2025Q1: 159,464 shares; 2025Q2: 137,338 shares; 2025Q3: 136,111 shares; 2025Q4: 137,575 shares; 2026Q1: 135,983 shares 135,983 $39M 2.76% -1,592 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: 982,226 shares; 2025Q2: 1,020,323 shares; 2025Q3: 1,051,797 shares; 2025Q4: 1,113,617 shares; 2026Q1: 1,158,299 shares 1,158,299 $35.5M 2.52% +44,682 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: 523,421 shares; 2024Q4: 501,725 shares; 2025Q1: 631,124 shares; 2025Q2: 630,278 shares; 2025Q3: 617,926 shares; 2025Q4: 604,267 shares; 2026Q1: 596,392 shares 596,392 $33.8M 2.39% -7,875 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: 18,470 shares; 2024Q4: 18,407 shares; 2025Q1: 160,334 shares; 2025Q2: 175,561 shares; 2025Q3: 171,453 shares; 2025Q4: 170,938 shares; 2026Q1: 173,535 shares 173,535 $30.3M 2.14% +2,597 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: 17,203 shares; 2024Q4: 17,333 shares; 2025Q1: 76,260 shares; 2025Q2: 76,386 shares; 2025Q3: 75,362 shares; 2025Q4: 75,673 shares; 2026Q1: 75,620 shares 75,620 $28M 1.98% -53 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: 22,058 shares; 2024Q4: 24,986 shares; 2025Q1: 125,677 shares; 2025Q2: 128,425 shares; 2025Q3: 131,291 shares; 2025Q4: 132,027 shares; 2026Q1: 131,812 shares 131,812 $27.5M 1.94% -215 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,623,508 shares; 2024Q4: 3,272,608 shares; 2025Q1: 3,201,078 shares; 2025Q2: 2,892,203 shares; 2025Q3: 2,522,877 shares; 2025Q4: 2,469,105 shares; 2026Q1: 2,451,500 shares 2,451,500 $27.3M 1.94% -17,605 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: 105,395 shares; 2024Q4: 106,532 shares; 2025Q1: 146,830 shares; 2025Q2: 148,337 shares; 2025Q3: 149,454 shares; 2025Q4: 62,000 shares; 2026Q1: 149,385 shares 149,385 $25.3M 1.8% +87,385 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: 124,348 shares; 2024Q4: 124,791 shares; 2025Q1: 208,183 shares; 2025Q2: 212,689 shares; 2025Q3: 279,615 shares; 2025Q4: 278,128 shares; 2026Q1: 283,283 shares 283,283 $25M 1.77% +5,155 Timeline EIPI 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: 686,742 shares; 2024Q4: 737,747 shares; 2025Q1: 872,895 shares; 2025Q2: 892,783 shares; 2025Q3: 968,261 shares; 2025Q4: 992,672 shares; 2026Q1: 1,012,885 shares 1,012,885 $22.8M 1.61% +20,213 Timeline IQLT 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: 184,966 shares; 2025Q2: 245,501 shares; 2025Q3: 295,800 shares; 2025Q4: 386,109 shares; 2026Q1: 438,178 shares 438,178 $20.3M 1.44% +52,069 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: 16,539 shares; 2024Q4: 16,955 shares; 2025Q1: 68,299 shares; 2025Q2: 74,556 shares; 2025Q3: 75,273 shares; 2025Q4: 73,107 shares; 2026Q1: 69,537 shares 69,537 $20M 1.42% -3,570 Timeline SCHB 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: 763,691 shares; 2025Q2: 751,990 shares; 2025Q3: 748,007 shares; 2025Q4: 740,530 shares; 2026Q1: 734,966 shares 734,966 $18.4M 1.31% -5,564 Timeline SPGP 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: 165,311 shares; 2025Q2: 169,103 shares; 2025Q3: 169,093 shares; 2025Q4: 169,779 shares; 2026Q1: 167,939 shares 167,939 $18.1M 1.28% -1,840 Timeline JFLX 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: 272,088 shares; 2025Q4: 331,187 shares; 2026Q1: 337,400 shares 337,400 $16.8M 1.19% +6,213 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC 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: 498,182 shares; 2026Q1: 1,292,404 shares 1,292,404 $16.4M 1.16% +794,222 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: 35,108 shares; 2024Q4: 37,007 shares; 2025Q1: 45,994 shares; 2025Q2: 56,636 shares; 2025Q3: 87,067 shares; 2025Q4: 150,501 shares; 2026Q1: 174,201 shares 174,201 $15.8M 1.12% +23,700 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: 17,748 shares; 2024Q4: 17,162 shares; 2025Q1: 63,205 shares; 2025Q2: 63,671 shares; 2025Q3: 64,475 shares; 2025Q4: 64,516 shares; 2026Q1: 63,693 shares 63,693 $15.6M 1.1% -823 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: 2,636 shares; 2024Q4: 2,636 shares; 2025Q1: 44,545 shares; 2025Q2: 60,100 shares; 2025Q3: 66,929 shares; 2025Q4: 67,589 shares; 2026Q1: 67,513 shares 67,513 $15.3M 1.08% -76 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: not reported; 2024Q4: not reported; 2025Q1: 82,990 shares; 2025Q2: 81,936 shares; 2025Q3: 82,761 shares; 2025Q4: 106,267 shares; 2026Q1: 117,833 shares 117,833 $14M 0.99% +11,566 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: 16,967 shares; 2024Q4: 18,613 shares; 2025Q1: 20,010 shares; 2025Q2: 24,532 shares; 2025Q3: 26,470 shares; 2025Q4: 28,636 shares; 2026Q1: 31,421 shares 31,421 $13.7M 0.97% +2,785 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,219 shares; 2025Q2: 10,825 shares; 2025Q3: 11,089 shares; 2025Q4: 10,624 shares; 2026Q1: 10,379 shares 10,379 $13.7M 0.97% -245 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: 9,762 shares; 2024Q4: 10,096 shares; 2025Q1: 46,984 shares; 2025Q2: 46,309 shares; 2025Q3: 45,158 shares; 2025Q4: 46,623 shares; 2026Q1: 45,295 shares 45,295 $13.3M 0.94% -1,328 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: 1,053 shares; 2024Q4: not reported; 2025Q1: 59,870 shares; 2025Q2: 60,910 shares; 2025Q3: 60,845 shares; 2025Q4: 59,668 shares; 2026Q1: 60,168 shares 60,168 $13.1M 0.93% +500 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: 20,028 shares; 2024Q4: 22,335 shares; 2025Q1: 28,505 shares; 2025Q2: 27,973 shares; 2025Q3: 33,014 shares; 2025Q4: 47,892 shares; 2026Q1: 65,960 shares 65,960 $12.9M 0.92% +18,068 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,196 shares; 2025Q2: 46,481 shares; 2025Q3: 41,527 shares; 2025Q4: 80,074 shares; 2026Q1: 87,910 shares 87,910 $11.7M 0.83% +7,836 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: 10,019 shares; 2024Q4: 6,677 shares; 2025Q1: 19,229 shares; 2025Q2: 20,107 shares; 2025Q3: 19,197 shares; 2025Q4: 19,267 shares; 2026Q1: 19,687 shares 19,687 $11.3M 0.8% +420 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: 5,384 shares; 2024Q4: 5,388 shares; 2025Q1: 44,777 shares; 2025Q2: 53,359 shares; 2025Q3: 54,477 shares; 2025Q4: 54,702 shares; 2026Q1: 56,268 shares 56,268 $10.9M 0.77% +1,566 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: 7,591 shares; 2024Q4: 7,603 shares; 2025Q1: 15,181 shares; 2025Q2: 16,782 shares; 2025Q3: 15,658 shares; 2025Q4: 15,855 shares; 2026Q1: 16,604 shares 16,604 $10.8M 0.76% +749 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: 17,547 shares; 2024Q4: 34,649 shares; 2025Q1: 54,948 shares; 2025Q2: 54,866 shares; 2025Q3: 55,570 shares; 2025Q4: 55,568 shares; 2026Q1: 66,342 shares 66,342 $10.6M 0.75% +10,774 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 174,286 shares; 2025Q2: 137,169 shares; 2025Q3: 144,228 shares; 2025Q4: 191,621 shares; 2026Q1: 209,670 shares 209,670 $10.4M 0.73% +18,049 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: 62,246 shares; 2025Q2: 63,937 shares; 2025Q3: 59,020 shares; 2025Q4: 31,975 shares; 2026Q1: 30,616 shares 30,616 $10.3M 0.73% -1,359 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,627 shares; 2024Q4: 169,154 shares; 2025Q1: 191,594 shares; 2025Q2: 193,450 shares; 2025Q3: 206,907 shares; 2025Q4: 214,268 shares; 2026Q1: 210,184 shares 210,184 $10.3M 0.73% -4,084 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,022 shares; 2025Q2: 35,855 shares; 2025Q3: 182,504 shares; 2025Q4: 187,599 shares; 2026Q1: 191,817 shares 191,817 $9.99M 0.71% +4,218 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 117,105 shares; 2025Q2: 120,931 shares; 2025Q3: 120,738 shares; 2025Q4: 128,038 shares; 2026Q1: 128,474 shares 128,474 $9.65M 0.68% +436 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: not reported; 2024Q4: not reported; 2025Q1: 42,604 shares; 2025Q2: 42,613 shares; 2025Q3: 42,520 shares; 2025Q4: 69,616 shares; 2026Q1: 69,066 shares 69,066 $9.63M 0.68% -550 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: not reported; 2024Q4: not reported; 2025Q1: 23,491 shares; 2025Q2: 23,829 shares; 2025Q3: 24,492 shares; 2025Q4: 26,273 shares; 2026Q1: 133,775 shares 133,775 $9.4M 0.67% +107,502 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,166 shares; 2025Q2: 36,277 shares; 2025Q3: 37,766 shares; 2025Q4: 71,794 shares; 2026Q1: 72,639 shares 72,639 $9.03M 0.64% +845 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: 153,700 shares; 2024Q4: 159,583 shares; 2025Q1: 159,935 shares; 2025Q2: 161,006 shares; 2025Q3: 159,131 shares; 2025Q4: 159,581 shares; 2026Q1: 159,273 shares 159,273 $8.84M 0.63% -308 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: 6,982 shares; 2024Q4: 6,982 shares; 2025Q1: 16,464 shares; 2025Q2: 16,846 shares; 2025Q3: 16,746 shares; 2025Q4: 18,585 shares; 2026Q1: 17,697 shares 17,697 $8.48M 0.6% -888 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: 28,068 shares; 2024Q4: 28,108 shares; 2025Q1: 92,743 shares; 2025Q2: 89,582 shares; 2025Q3: 76,394 shares; 2025Q4: 70,853 shares; 2026Q1: 66,409 shares 66,409 $8.25M 0.58% -4,444 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: not reported; 2024Q4: not reported; 2025Q1: 114,659 shares; 2025Q2: 116,325 shares; 2025Q3: 116,068 shares; 2025Q4: 116,337 shares; 2026Q1: 114,957 shares 114,957 $8.07M 0.57% -1,380 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: 41,365 shares; 2025Q2: 42,554 shares; 2025Q3: 51,451 shares; 2025Q4: 58,644 shares; 2026Q1: 67,436 shares 67,436 $8M 0.57% +8,792 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 42,295 shares; 2025Q2: 65,468 shares; 2025Q3: 64,305 shares; 2025Q4: 64,649 shares; 2026Q1: 66,266 shares 66,266 $7.35M 0.52% +1,617 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: 9,115 shares; 2024Q4: 9,115 shares; 2025Q1: 16,317 shares; 2025Q2: 16,332 shares; 2025Q3: 16,332 shares; 2025Q4: 16,880 shares; 2026Q1: 17,068 shares 17,068 $7.34M 0.52% +188 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,825 shares; 2025Q2: 61,451 shares; 2025Q3: 48,202 shares; 2025Q4: 45,399 shares; 2026Q1: 49,089 shares 49,089 $7.2M 0.51% +3,690 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,830 shares; 2025Q2: 200,572 shares; 2025Q3: 214,440 shares; 2025Q4: 242,859 shares; 2026Q1: 265,223 shares 265,223 $6.95M 0.49% +22,364 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: 18,594 shares; 2025Q2: 19,538 shares; 2025Q3: 19,118 shares; 2025Q4: 21,061 shares; 2026Q1: 22,611 shares 22,611 $6.49M 0.46% +1,550 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: 22,154 shares; 2024Q4: 22,454 shares; 2025Q1: 38,103 shares; 2025Q2: 34,826 shares; 2025Q3: 40,355 shares; 2025Q4: 40,151 shares; 2026Q1: 41,318 shares 41,318 $6.42M 0.45% +1,167 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: 522,960 shares; 2024Q4: 272,880 shares; 2025Q1: 173,693 shares; 2025Q2: 174,421 shares; 2025Q3: 174,521 shares; 2025Q4: 202,821 shares; 2026Q1: 296,645 shares 296,645 $6.41M 0.45% +93,824 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,002 shares; 2025Q3: 52,800 shares; 2025Q4: 74,325 shares; 2026Q1: 82,470 shares 82,470 $6.36M 0.45% +8,145 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: 30,370 shares; 2025Q2: 33,122 shares; 2025Q3: 33,051 shares; 2025Q4: 33,159 shares; 2026Q1: 33,628 shares 33,628 $6.13M 0.43% +469 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: 11,419 shares; 2024Q4: 14,048 shares; 2025Q1: 19,824 shares; 2025Q2: 21,323 shares; 2025Q3: 21,922 shares; 2025Q4: 24,539 shares; 2026Q1: 31,929 shares 31,929 $6.13M 0.43% +7,390 Timeline LZ LEGALZOOM COM INC More: the full row for LEGALZOOM COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349,951 shares; 2024Q4: 1,282,010 shares; 2025Q1: 1,237,635 shares; 2025Q2: 1,237,635 shares; 2025Q3: 1,115,260 shares; 2025Q4: 1,055,260 shares; 2026Q1: 1,055,260 shares 1,055,260 $5.98M 0.42% 0 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: 5,660 shares; 2024Q4: 5,708 shares; 2025Q1: 17,499 shares; 2025Q2: 17,685 shares; 2025Q3: 17,718 shares; 2025Q4: 17,506 shares; 2026Q1: 18,159 shares 18,159 $5.97M 0.42% +653 Timeline SPGM 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: 67,277 shares; 2025Q2: 71,054 shares; 2025Q3: 73,898 shares; 2025Q4: 77,140 shares; 2026Q1: 77,194 shares 77,194 $5.84M 0.41% +54 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: 37,438 shares; 2024Q4: 36,799 shares; 2025Q1: 52,506 shares; 2025Q2: 52,086 shares; 2025Q3: 49,411 shares; 2025Q4: 48,646 shares; 2026Q1: 48,163 shares 48,163 $5.54M 0.39% -483 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,162 shares; 2024Q4: 44,162 shares; 2025Q1: 44,210 shares; 2025Q2: 43,996 shares; 2025Q3: 44,022 shares; 2025Q4: 43,992 shares; 2026Q1: 43,838 shares 43,838 $5.54M 0.39% -154 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: 2,380 shares; 2024Q4: 2,384 shares; 2025Q1: 17,048 shares; 2025Q2: 20,893 shares; 2025Q3: 18,981 shares; 2025Q4: 17,641 shares; 2026Q1: 17,590 shares 17,590 $5.44M 0.39% -51 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: not reported; 2024Q4: not reported; 2025Q1: 11,510 shares; 2025Q2: 11,475 shares; 2025Q3: 10,710 shares; 2025Q4: 9,128 shares; 2026Q1: 8,984 shares 8,984 $5.43M 0.38% -144 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,100 shares; 2025Q2: 47,744 shares; 2025Q3: 54,979 shares; 2025Q4: 58,057 shares; 2026Q1: 64,082 shares 64,082 $5.08M 0.36% +6,025 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: not reported; 2024Q4: not reported; 2025Q1: 50,319 shares; 2025Q2: 50,183 shares; 2025Q3: 58,236 shares; 2025Q4: 62,300 shares; 2026Q1: 60,912 shares 60,912 $4.99M 0.35% -1,388 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: 32,386 shares; 2024Q4: 32,508 shares; 2025Q1: 47,989 shares; 2025Q2: 48,539 shares; 2025Q3: 50,199 shares; 2025Q4: 50,333 shares; 2026Q1: 50,822 shares 50,822 $4.91M 0.35% +489 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: 4,898 shares; 2024Q4: 4,900 shares; 2025Q1: 13,587 shares; 2025Q2: 13,866 shares; 2025Q3: 14,299 shares; 2025Q4: 14,214 shares; 2026Q1: 13,777 shares 13,777 $4.85M 0.34% -437 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,324 shares; 2025Q2: 19,510 shares; 2025Q3: 20,153 shares; 2025Q4: 21,597 shares; 2026Q1: 22,983 shares 22,983 $4.83M 0.34% +1,386 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,981 shares; 2025Q2: 36,401 shares; 2025Q3: 40,522 shares; 2025Q4: 42,354 shares; 2026Q1: 50,309 shares 50,309 $4.8M 0.34% +7,955 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: 20,616 shares; 2024Q4: 20,616 shares; 2025Q1: 46,147 shares; 2025Q2: 47,067 shares; 2025Q3: 50,910 shares; 2025Q4: 47,874 shares; 2026Q1: 48,544 shares 48,544 $4.51M 0.32% +670 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: 8,859 shares; 2024Q4: 8,867 shares; 2025Q1: 14,861 shares; 2025Q2: 15,062 shares; 2025Q3: 15,043 shares; 2025Q4: 15,054 shares; 2026Q1: 14,509 shares 14,509 $4.39M 0.31% -545 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,240 shares; 2024Q4: 50,195 shares; 2025Q1: 54,690 shares; 2025Q2: 54,201 shares; 2025Q3: 49,389 shares; 2025Q4: 47,981 shares; 2026Q1: 46,823 shares 46,823 $4.33M 0.31% -1,158 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 47,197 shares; 2025Q2: 48,590 shares; 2025Q3: 49,213 shares; 2025Q4: 48,978 shares; 2026Q1: 49,754 shares 49,754 $4.31M 0.31% +776 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,271 shares; 2025Q2: 8,246 shares; 2025Q3: 8,107 shares; 2025Q4: 8,186 shares; 2026Q1: 8,541 shares 8,541 $4.27M 0.3% +355 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: 3,636 shares; 2025Q1: 20,192 shares; 2025Q2: 22,128 shares; 2025Q3: 22,461 shares; 2025Q4: 21,038 shares; 2026Q1: 19,563 shares 19,563 $4.18M 0.3% -1,475 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: 200,117 shares; 2025Q2: 200,579 shares; 2025Q3: 200,735 shares; 2025Q4: 205,202 shares; 2026Q1: 212,632 shares 212,632 $4.17M 0.3% +7,430 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,428 shares; 2025Q1: 3,888 shares; 2025Q2: 4,036 shares; 2025Q3: 4,092 shares; 2025Q4: 4,306 shares; 2026Q1: 4,186 shares 4,186 $4.17M 0.3% -120 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,800 shares; 2025Q2: 52,720 shares; 2025Q3: 52,720 shares; 2025Q4: 71,119 shares; 2026Q1: 101,231 shares 101,231 $4.09M 0.29% +30,112 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: 3,130 shares; 2024Q4: 3,272 shares; 2025Q1: 7,769 shares; 2025Q2: 7,633 shares; 2025Q3: 7,644 shares; 2025Q4: 7,026 shares; 2026Q1: 7,024 shares 7,024 $4.05M 0.29% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,249 shares; 2025Q3: 16,429 shares; 2025Q4: 16,051 shares; 2026Q1: 16,107 shares 16,107 $4.04M 0.29% +56 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: 3,289 shares; 2024Q4: 3,289 shares; 2025Q1: 11,843 shares; 2025Q2: 12,882 shares; 2025Q3: 12,995 shares; 2025Q4: 12,979 shares; 2026Q1: 11,804 shares 11,804 $4.03M 0.29% -1,175 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: 3,668 shares; 2024Q4: 3,638 shares; 2025Q1: 12,573 shares; 2025Q2: 12,859 shares; 2025Q3: 12,650 shares; 2025Q4: 12,530 shares; 2026Q1: 12,872 shares 12,872 $4M 0.28% +342 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,267 shares; 2025Q2: 26,284 shares; 2025Q3: 28,060 shares; 2025Q4: 30,248 shares; 2026Q1: 30,055 shares 30,055 $3.94M 0.28% -193 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: 35,728 shares; 2024Q4: 35,751 shares; 2025Q1: 79,739 shares; 2025Q2: 79,875 shares; 2025Q3: 79,715 shares; 2025Q4: 80,013 shares; 2026Q1: 80,630 shares 80,630 $3.93M 0.28% +617 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,500 shares; 2024Q4: 44,150 shares; 2025Q1: 43,894 shares; 2025Q2: 43,217 shares; 2025Q3: 37,303 shares; 2025Q4: 36,316 shares; 2026Q1: 35,845 shares 35,845 $3.91M 0.28% -471 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: 4,405 shares; 2024Q4: 4,405 shares; 2025Q1: 15,694 shares; 2025Q2: 16,298 shares; 2025Q3: 18,072 shares; 2025Q4: 17,965 shares; 2026Q1: 18,610 shares 18,610 $3.85M 0.27% +645 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,054 shares; 2024Q4: 36,330 shares; 2025Q1: 38,147 shares; 2025Q2: 37,785 shares; 2025Q3: 35,545 shares; 2025Q4: 35,251 shares; 2026Q1: 34,480 shares 34,480 $3.84M 0.27% -771 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: 2,361 shares; 2024Q4: 2,163 shares; 2025Q1: 2,492 shares; 2025Q2: 2,882 shares; 2025Q3: 18,174 shares; 2025Q4: 18,312 shares; 2026Q1: 18,294 shares 18,294 $3.79M 0.27% -18 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: 3,387 shares; 2024Q4: 3,598 shares; 2025Q1: 9,584 shares; 2025Q2: 9,812 shares; 2025Q3: 9,167 shares; 2025Q4: 9,464 shares; 2026Q1: 10,103 shares 10,103 $3.76M 0.27% +639 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: 10,952 shares; 2024Q4: 10,641 shares; 2025Q1: 23,695 shares; 2025Q2: 24,131 shares; 2025Q3: 24,340 shares; 2025Q4: 23,561 shares; 2026Q1: 25,385 shares 25,385 $3.67M 0.26% +1,824 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,584 shares; 2025Q2: 28,510 shares; 2025Q3: 37,091 shares; 2025Q4: 34,910 shares; 2026Q1: 42,178 shares 42,178 $3.66M 0.26% +7,268 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,732 shares; 2025Q2: 20,664 shares; 2025Q3: 19,432 shares; 2025Q4: 20,695 shares; 2026Q1: 18,677 shares 18,677 $3.63M 0.26% -2,018 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 5 shares 5 $3.59M 0.25% -1 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,457 shares; 2025Q2: 4,005 shares; 2025Q3: 4,026 shares; 2025Q4: 4,943 shares; 2026Q1: 11,081 shares 11,081 $3.55M 0.25% +6,138 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 159,118 shares; 2025Q2: 159,626 shares; 2025Q3: 141,940 shares; 2025Q4: 139,477 shares; 2026Q1: 136,754 shares 136,754 $3.54M 0.25% -2,723 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: not reported; 2024Q4: not reported; 2025Q1: 606 shares; 2025Q2: 648 shares; 2025Q3: 642 shares; 2025Q4: 601 shares; 2026Q1: 8,859 shares 8,859 $3.46M 0.25% +8,258 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: not reported; 2024Q4: not reported; 2025Q1: 11,266 shares; 2025Q2: 7,296 shares; 2025Q3: 6,559 shares; 2025Q4: 43,260 shares; 2026Q1: 56,811 shares 56,811 $3.45M 0.24% +13,551 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: 6,618 shares; 2025Q2: 6,737 shares; 2025Q3: 6,397 shares; 2025Q4: 6,340 shares; 2026Q1: 6,118 shares 6,118 $3.36M 0.24% -222 Timeline IBB 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: 1,950 shares; 2024Q4: 1,950 shares; 2025Q1: 6,827 shares; 2025Q2: 5,377 shares; 2025Q3: 4,165 shares; 2025Q4: 18,559 shares; 2026Q1: 19,737 shares 19,737 $3.33M 0.24% +1,178 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: 5,750 shares; 2024Q4: 5,665 shares; 2025Q1: 12,219 shares; 2025Q2: 12,516 shares; 2025Q3: 12,346 shares; 2025Q4: 13,629 shares; 2026Q1: 13,673 shares 13,673 $3.31M 0.23% +44 Timeline XBI 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: 14,093 shares; 2024Q4: 13,166 shares; 2025Q1: 31,810 shares; 2025Q2: 30,399 shares; 2025Q3: 22,629 shares; 2025Q4: 24,383 shares; 2026Q1: 24,590 shares 24,590 $3.14M 0.22% +207 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,402 shares; 2025Q2: 24,491 shares; 2025Q3: 24,496 shares; 2025Q4: 24,442 shares; 2026Q1: 24,264 shares 24,264 $3.09M 0.22% -178 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: 35,384 shares; 2026Q1: 40,502 shares 40,502 $3.08M 0.22% +5,118 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478,022 shares; 2024Q4: 463,580 shares; 2025Q1: 565,579 shares; 2025Q2: 535,006 shares; 2025Q3: 534,769 shares; 2025Q4: 453,828 shares; 2026Q1: 406,970 shares 406,970 $3.06M 0.22% -46,858 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: not reported; 2025Q1: 11,743 shares; 2025Q2: 10,780 shares; 2025Q3: 10,604 shares; 2025Q4: 10,587 shares; 2026Q1: 48,602 shares 48,602 $3.05M 0.22% +38,015 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,565 shares; 2025Q4: 77,415 shares; 2026Q1: 78,016 shares 78,016 $3.04M 0.22% +601 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: 3,818 shares; 2024Q4: 3,783 shares; 2025Q1: 9,523 shares; 2025Q2: 9,874 shares; 2025Q3: 9,713 shares; 2025Q4: 9,360 shares; 2026Q1: 10,003 shares 10,003 $3.02M 0.21% +643 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,295 shares; 2025Q2: 1,340 shares; 2025Q3: 1,324 shares; 2025Q4: 4,892 shares; 2026Q1: 6,894 shares 6,894 $2.98M 0.21% +2,002 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: 40,369 shares; 2024Q4: 37,862 shares; 2025Q1: 241,068 shares; 2025Q2: 177,250 shares; 2025Q3: 136,246 shares; 2025Q4: 106,438 shares; 2026Q1: 104,583 shares 104,583 $2.94M 0.21% -1,855 Timeline TIP 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: 26,180 shares; 2025Q2: 26,134 shares; 2025Q3: 26,439 shares; 2025Q4: 26,529 shares; 2026Q1: 26,380 shares 26,380 $2.91M 0.21% -149 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: 22,556 shares; 2025Q2: 23,036 shares; 2025Q3: 23,054 shares; 2025Q4: 23,011 shares; 2026Q1: 22,947 shares 22,947 $2.9M 0.21% -64 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: 26,943 shares; 2024Q4: 27,040 shares; 2025Q1: 38,254 shares; 2025Q2: 38,902 shares; 2025Q3: 38,421 shares; 2025Q4: 38,014 shares; 2026Q1: 37,242 shares 37,242 $2.83M 0.2% -772 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,099 shares; 2025Q2: 33,905 shares; 2025Q3: 33,905 shares; 2025Q4: 33,953 shares; 2026Q1: 33,511 shares 33,511 $2.83M 0.2% -442 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: not reported; 2024Q4: not reported; 2025Q1: 9,788 shares; 2025Q2: 10,254 shares; 2025Q3: 10,207 shares; 2025Q4: 10,005 shares; 2026Q1: 9,932 shares 9,932 $2.82M 0.2% -73 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,787 shares; 2025Q2: 25,040 shares; 2025Q3: 28,725 shares; 2025Q4: 30,401 shares; 2026Q1: 33,955 shares 33,955 $2.81M 0.2% +3,554 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,161 shares; 2025Q2: 34,759 shares; 2025Q3: 35,496 shares; 2025Q4: 38,377 shares; 2026Q1: 40,483 shares 40,483 $2.73M 0.19% +2,106 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: 14,029 shares; 2024Q4: 14,072 shares; 2025Q1: 47,628 shares; 2025Q2: 49,966 shares; 2025Q3: 50,689 shares; 2025Q4: 50,495 shares; 2026Q1: 54,360 shares 54,360 $2.73M 0.19% +3,865 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: not reported; 2024Q4: not reported; 2025Q1: 25,925 shares; 2025Q2: 26,419 shares; 2025Q3: 26,314 shares; 2025Q4: 26,971 shares; 2026Q1: 26,513 shares 26,513 $2.72M 0.19% -458 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: not reported; 2024Q4: not reported; 2025Q1: 16,059 shares; 2025Q2: 16,795 shares; 2025Q3: 17,098 shares; 2025Q4: 17,146 shares; 2026Q1: 16,378 shares 16,378 $2.71M 0.19% -768 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,109 shares; 2025Q2: 22,961 shares; 2025Q3: 24,459 shares; 2025Q4: 26,954 shares; 2026Q1: 27,651 shares 27,651 $2.71M 0.19% +697 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: 11,004 shares; 2024Q4: 9,995 shares; 2025Q1: 32,219 shares; 2025Q2: 33,568 shares; 2025Q3: 33,105 shares; 2025Q4: 33,621 shares; 2026Q1: 34,829 shares 34,829 $2.7M 0.19% +1,208 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,784 shares; 2025Q2: 7,906 shares; 2025Q3: 8,121 shares; 2025Q4: 8,173 shares; 2026Q1: 8,228 shares 8,228 $2.68M 0.19% +55 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,137 shares; 2025Q2: 9,815 shares; 2025Q3: 9,777 shares; 2025Q4: 9,798 shares; 2026Q1: 9,688 shares 9,688 $2.65M 0.19% -110 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: 11,291 shares; 2024Q4: 11,791 shares; 2025Q1: 13,661 shares; 2025Q2: 14,361 shares; 2025Q3: 35,863 shares; 2025Q4: 38,175 shares; 2026Q1: 38,788 shares 38,788 $2.64M 0.19% +613 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,537 shares; 2025Q2: 6,589 shares; 2025Q3: 6,476 shares; 2025Q4: 7,106 shares; 2026Q1: 7,381 shares 7,381 $2.64M 0.19% +275 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: not reported; 2025Q2: not reported; 2025Q3: 41,200 shares; 2025Q4: 20,260 shares; 2026Q1: 22,193 shares 22,193 $2.63M 0.19% +1,933 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: 2,696 shares; 2024Q4: 2,701 shares; 2025Q1: 17,983 shares; 2025Q2: 17,922 shares; 2025Q3: 17,828 shares; 2025Q4: 18,544 shares; 2026Q1: 18,079 shares 18,079 $2.63M 0.19% -465 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: 1,369 shares; 2024Q4: 1,359 shares; 2025Q1: 1,706 shares; 2025Q2: 1,836 shares; 2025Q3: 1,815 shares; 2025Q4: 18,348 shares; 2026Q1: 27,206 shares 27,206 $2.62M 0.19% +8,858 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR 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: 29,408 shares; 2025Q4: 32,164 shares; 2026Q1: 32,719 shares 32,719 $2.61M 0.19% +555 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: 646 shares; 2024Q4: not reported; 2025Q1: 4,446 shares; 2025Q2: 3,781 shares; 2025Q3: 5,500 shares; 2025Q4: 5,217 shares; 2026Q1: 5,300 shares 5,300 $2.61M 0.18% +83 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,458 shares; 2025Q2: 17,950 shares; 2025Q3: 18,724 shares; 2025Q4: 17,974 shares; 2026Q1: 16,227 shares 16,227 $2.59M 0.18% -1,747 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,449 shares; 2025Q4: 54,590 shares; 2026Q1: 56,298 shares 56,298 $2.58M 0.18% +1,708 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,340 shares; 2025Q2: 21,119 shares; 2025Q3: 21,072 shares; 2025Q4: 22,096 shares; 2026Q1: 23,677 shares 23,677 $2.58M 0.18% +1,581 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,813 shares; 2024Q4: 58,539 shares; 2025Q1: 59,539 shares; 2025Q2: 59,105 shares; 2025Q3: 56,137 shares; 2025Q4: 55,211 shares; 2026Q1: 53,163 shares 53,163 $2.57M 0.18% -2,048 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: 783 shares; 2024Q4: 784 shares; 2025Q1: 8,673 shares; 2025Q2: 9,931 shares; 2025Q3: 9,873 shares; 2025Q4: 10,330 shares; 2026Q1: 13,718 shares 13,718 $2.56M 0.18% +3,388 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: 9,737 shares; 2024Q4: 10,427 shares; 2025Q1: 51,837 shares; 2025Q2: 27,920 shares; 2025Q3: 28,890 shares; 2025Q4: 26,800 shares; 2026Q1: 21,049 shares 21,049 $2.53M 0.18% -5,751 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: 1,209 shares; 2024Q4: 1,199 shares; 2025Q1: 2,075 shares; 2025Q2: 19,199 shares; 2025Q3: 18,091 shares; 2025Q4: 11,189 shares; 2026Q1: 10,311 shares 10,311 $2.51M 0.18% -878 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: 4,022 shares; 2024Q4: 4,095 shares; 2025Q1: 34,940 shares; 2025Q2: 47,898 shares; 2025Q3: 49,141 shares; 2025Q4: 49,342 shares; 2026Q1: 47,217 shares 47,217 $2.49M 0.18% -2,125 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: not reported; 2024Q4: not reported; 2025Q1: 20,411 shares; 2025Q2: 20,450 shares; 2025Q3: 20,179 shares; 2025Q4: 19,854 shares; 2026Q1: 19,323 shares 19,323 $2.49M 0.18% -531 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,337 shares; 2025Q2: 3,338 shares; 2025Q3: 3,333 shares; 2025Q4: 3,342 shares; 2026Q1: 3,364 shares 3,364 $2.45M 0.17% +22 Timeline IYY 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: 17,005 shares; 2025Q2: 16,487 shares; 2025Q3: 16,115 shares; 2025Q4: 15,607 shares; 2026Q1: 15,307 shares 15,307 $2.43M 0.17% -300 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,931 shares; 2025Q2: 2,034 shares; 2025Q3: 5,423 shares; 2025Q4: 5,693 shares; 2026Q1: 5,661 shares 5,661 $2.41M 0.17% -32 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: not reported; 2024Q4: not reported; 2025Q1: 14,833 shares; 2025Q2: 19,393 shares; 2025Q3: 24,013 shares; 2025Q4: 29,000 shares; 2026Q1: 37,820 shares 37,820 $2.37M 0.17% +8,820 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 26,091 shares; 2026Q1: 75,684 shares 75,684 $2.35M 0.17% +49,593 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,782 shares; 2025Q2: 11,747 shares; 2025Q3: 11,611 shares; 2025Q4: 10,604 shares; 2026Q1: 11,469 shares 11,469 $2.33M 0.17% +865 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,858 shares; 2025Q2: 16,725 shares; 2025Q3: 18,613 shares; 2025Q4: 28,151 shares; 2026Q1: 29,323 shares 29,323 $2.31M 0.16% +1,172 Timeline BSCS 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: 96,443 shares; 2025Q2: 96,026 shares; 2025Q3: 98,968 shares; 2025Q4: 99,416 shares; 2026Q1: 110,578 shares 110,578 $2.26M 0.16% +11,162 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: 78,107 shares; 2025Q2: 77,125 shares; 2025Q3: 81,761 shares; 2025Q4: 83,526 shares; 2026Q1: 83,932 shares 83,932 $2.23M 0.16% +406 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: 3,371 shares; 2024Q4: 3,404 shares; 2025Q1: 8,772 shares; 2025Q2: 8,890 shares; 2025Q3: 8,904 shares; 2025Q4: 8,843 shares; 2026Q1: 9,124 shares 9,124 $2.21M 0.16% +281 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,017 shares; 2024Q4: 765 shares; 2025Q1: 2,325 shares; 2025Q2: 2,479 shares; 2025Q3: 2,522 shares; 2025Q4: 3,676 shares; 2026Q1: 3,692 shares 3,692 $2.21M 0.16% +16 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,589 shares; 2025Q2: 34,946 shares; 2025Q3: 41,131 shares; 2025Q4: 51,916 shares; 2026Q1: 60,623 shares 60,623 $2.19M 0.16% +8,707 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: 544 shares; 2024Q4: 660 shares; 2025Q1: 2,164 shares; 2025Q2: 2,364 shares; 2025Q3: 2,240 shares; 2025Q4: 2,231 shares; 2026Q1: 2,326 shares 2,326 $2.14M 0.15% +95 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,076 shares; 2026Q1: 70,214 shares 70,214 $2.11M 0.15% +34,138 Timeline VPL 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: 114,329 shares; 2025Q2: 58,491 shares; 2025Q3: 58,023 shares; 2025Q4: 61,409 shares; 2026Q1: 21,536 shares 21,536 $2.1M 0.15% -39,873 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: not reported; 2025Q1: 21,303 shares; 2025Q2: 21,842 shares; 2025Q3: 22,058 shares; 2025Q4: 22,145 shares; 2026Q1: 22,175 shares 22,175 $2.09M 0.15% +30 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: not reported; 2024Q4: not reported; 2025Q1: 7,422 shares; 2025Q2: 7,878 shares; 2025Q3: 8,172 shares; 2025Q4: 8,389 shares; 2026Q1: 8,761 shares 8,761 $2.07M 0.15% +372 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: 990 shares; 2024Q4: 991 shares; 2025Q1: 6,513 shares; 2025Q2: 2,311 shares; 2025Q3: 2,301 shares; 2025Q4: 2,306 shares; 2026Q1: 2,390 shares 2,390 $2.02M 0.14% +84 Timeline EEMA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53,794 shares; 2025Q3: 56,805 shares; 2025Q4: 56,978 shares; 2026Q1: 20,021 shares 20,021 $1.92M 0.14% -36,957 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: 5,159 shares; 2024Q4: 5,459 shares; 2025Q1: 6,428 shares; 2025Q2: 6,945 shares; 2025Q3: 24,500 shares; 2025Q4: 25,446 shares; 2026Q1: 26,574 shares 26,574 $1.91M 0.14% +1,128 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: 6,063 shares; 2024Q4: 6,063 shares; 2025Q1: 11,562 shares; 2025Q2: 11,035 shares; 2025Q3: 10,562 shares; 2025Q4: 10,487 shares; 2026Q1: 10,410 shares 10,410 $1.89M 0.13% -77 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,797 shares; 2024Q4: 31,797 shares; 2025Q1: 31,848 shares; 2025Q2: 33,010 shares; 2025Q3: 32,996 shares; 2025Q4: 32,894 shares; 2026Q1: 31,797 shares 31,797 $1.88M 0.13% -1,097 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: 7,246 shares; 2024Q4: 7,546 shares; 2025Q1: 7,860 shares; 2025Q2: 7,996 shares; 2025Q3: 8,152 shares; 2025Q4: 9,426 shares; 2026Q1: 9,371 shares 9,371 $1.87M 0.13% -55 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: 28,477 shares; 2024Q4: 28,576 shares; 2025Q1: 39,339 shares; 2025Q2: 51,467 shares; 2025Q3: 52,719 shares; 2025Q4: 58,860 shares; 2026Q1: 64,329 shares 64,329 $1.86M 0.13% +5,469 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: 12,257 shares; 2024Q4: 12,488 shares; 2025Q1: 20,188 shares; 2025Q2: 19,885 shares; 2025Q3: 19,065 shares; 2025Q4: 19,141 shares; 2026Q1: 19,302 shares 19,302 $1.86M 0.13% +161 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH 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: 8,592 shares; 2025Q4: 9,709 shares; 2026Q1: 9,831 shares 9,831 $1.85M 0.13% +122 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: 4,110 shares; 2024Q4: 5,499 shares; 2025Q1: 8,351 shares; 2025Q2: 8,315 shares; 2025Q3: 9,095 shares; 2025Q4: 13,132 shares; 2026Q1: 26,490 shares 26,490 $1.85M 0.13% +13,358 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 96,862 shares; 2025Q2: 116,284 shares; 2025Q3: 172,602 shares; 2025Q4: 173,968 shares; 2026Q1: 174,428 shares 174,428 $1.83M 0.13% +460 Timeline RSPH 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: 20,395 shares; 2025Q2: 20,035 shares; 2025Q3: 59,055 shares; 2025Q4: 60,608 shares; 2026Q1: 60,612 shares 60,612 $1.83M 0.13% +4 Timeline D DOMINION ENERGY INC More: the full row for DOMINION 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: 23,892 shares; 2025Q4: 24,344 shares; 2026Q1: 28,807 shares 28,807 $1.78M 0.13% +4,463 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: 4,013 shares; 2024Q4: 4,021 shares; 2025Q1: 16,848 shares; 2025Q2: 17,380 shares; 2025Q3: 17,819 shares; 2025Q4: 17,958 shares; 2026Q1: 18,826 shares 18,826 $1.75M 0.12% +868 Timeline DNA GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,190 shares; 2024Q4: 276,817 shares; 2025Q1: 276,817 shares; 2025Q2: 276,817 shares; 2025Q3: 276,817 shares; 2025Q4: 276,817 shares; 2026Q1: 276,817 shares 276,817 $1.7M 0.12% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,757 shares; 2025Q2: 5,492 shares; 2025Q3: 5,444 shares; 2025Q4: 5,475 shares; 2026Q1: 5,575 shares 5,575 $1.68M 0.12% +100 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,314 shares; 2025Q2: 4,378 shares; 2025Q3: 4,384 shares; 2025Q4: 4,476 shares; 2026Q1: 4,578 shares 4,578 $1.66M 0.12% +102 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,519 shares; 2025Q2: 23,089 shares; 2025Q3: 24,432 shares; 2025Q4: 24,887 shares; 2026Q1: 25,121 shares 25,121 $1.64M 0.12% +234 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: 566 shares; 2024Q4: 537 shares; 2025Q1: 2,980 shares; 2025Q2: 2,196 shares; 2025Q3: 2,016 shares; 2025Q4: 2,043 shares; 2026Q1: 2,488 shares 2,488 $1.63M 0.12% +445 Timeline STRZ STARZ ENTERTAINMENT CORP. More: the full row for STARZ ENTERTAINMENT 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: 386,779 shares; 2025Q3: 340,326 shares; 2025Q4: 136,228 shares; 2026Q1: 140,528 shares 140,528 $1.62M 0.11% +4,300 Timeline MODL 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: 35,002 shares; 2025Q2: 32,603 shares; 2025Q3: 32,900 shares; 2025Q4: 35,838 shares; 2026Q1: 36,101 shares 36,101 $1.61M 0.11% +263 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,165 shares; 2025Q2: 10,018 shares; 2025Q3: 10,017 shares; 2025Q4: 10,148 shares; 2026Q1: 9,924 shares 9,924 $1.61M 0.11% -224 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: 2,162 shares; 2025Q2: 2,194 shares; 2025Q3: 2,207 shares; 2025Q4: 2,229 shares; 2026Q1: 2,197 shares 2,197 $1.6M 0.11% -32 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,460 shares; 2025Q2: 3,540 shares; 2025Q3: 3,552 shares; 2025Q4: 3,550 shares; 2026Q1: 3,657 shares 3,657 $1.59M 0.11% +107 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,791 shares; 2025Q2: 3,849 shares; 2025Q3: 3,813 shares; 2025Q4: 3,792 shares; 2026Q1: 3,755 shares 3,755 $1.56M 0.11% -37 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 2,260 shares 2,260 $1.54M 0.11% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,618 shares; 2025Q2: 20,695 shares; 2025Q3: 21,076 shares; 2025Q4: 23,439 shares; 2026Q1: 26,701 shares 26,701 $1.51M 0.11% +3,262 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,329 shares; 2025Q4: 5,029 shares; 2026Q1: 5,115 shares 5,115 $1.51M 0.11% +86 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,587 shares; 2025Q1: 7,771 shares; 2025Q2: 7,919 shares; 2025Q3: 7,837 shares; 2025Q4: 7,204 shares; 2026Q1: 7,382 shares 7,382 $1.5M 0.11% +178 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,855 shares; 2025Q2: 6,935 shares; 2025Q3: 6,859 shares; 2025Q4: 6,857 shares; 2026Q1: 6,829 shares 6,829 $1.5M 0.11% -28 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: 10,343 shares; 2024Q4: 10,343 shares; 2025Q1: 11,234 shares; 2025Q2: 11,742 shares; 2025Q3: 11,466 shares; 2025Q4: 10,473 shares; 2026Q1: 10,470 shares 10,470 $1.42M 0.1% -3 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,885 shares; 2025Q2: 10,188 shares; 2025Q3: 11,120 shares; 2025Q4: 11,251 shares; 2026Q1: 12,269 shares 12,269 $1.42M 0.1% +1,018 Timeline GSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,683 shares; 2025Q2: 28,650 shares; 2025Q3: 27,667 shares; 2025Q4: 26,961 shares; 2026Q1: 25,872 shares 25,872 $1.41M 0.1% -1,089 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,368 shares; 2025Q2: 10,154 shares; 2025Q3: 10,537 shares; 2025Q4: 8,710 shares; 2026Q1: 12,284 shares 12,284 $1.38M 0.1% +3,574 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,616 shares; 2025Q2: 1,634 shares; 2025Q3: 1,824 shares; 2025Q4: 1,819 shares; 2026Q1: 1,945 shares 1,945 $1.38M 0.1% +126 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,439 shares; 2024Q4: 7,414 shares; 2025Q1: 7,426 shares; 2025Q2: 7,414 shares; 2025Q3: 7,296 shares; 2025Q4: 7,020 shares; 2026Q1: 6,342 shares 6,342 $1.38M 0.1% -678 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,050 shares; 2025Q2: 16,398 shares; 2025Q3: 16,459 shares; 2025Q4: 16,526 shares; 2026Q1: 16,400 shares 16,400 $1.37M 0.1% -126 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: 1,975 shares; 2024Q4: 1,975 shares; 2025Q1: 3,401 shares; 2025Q2: 3,168 shares; 2025Q3: 3,121 shares; 2025Q4: 3,113 shares; 2026Q1: 3,088 shares 3,088 $1.32M 0.09% -25 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: 3,014 shares; 2024Q4: 2,690 shares; 2025Q1: 4,150 shares; 2025Q2: 4,359 shares; 2025Q3: 4,287 shares; 2025Q4: 4,258 shares; 2026Q1: 4,513 shares 4,513 $1.32M 0.09% +255 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,959 shares; 2025Q2: 7,044 shares; 2025Q3: 7,274 shares; 2025Q4: 7,109 shares; 2026Q1: 7,088 shares 7,088 $1.31M 0.09% -21 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: not reported; 2024Q4: not reported; 2025Q1: 4,793 shares; 2025Q2: 4,764 shares; 2025Q3: 4,330 shares; 2025Q4: 4,293 shares; 2026Q1: 4,433 shares 4,433 $1.3M 0.09% +140 Timeline SHY 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: 15,126 shares; 2025Q2: 15,203 shares; 2025Q3: 15,203 shares; 2025Q4: 15,604 shares; 2026Q1: 15,606 shares 15,606 $1.29M 0.09% +2 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,051 shares; 2025Q2: 3,488 shares; 2025Q3: 4,887 shares; 2025Q4: 5,567 shares; 2026Q1: 5,929 shares 5,929 $1.29M 0.09% +362 Timeline PRAX PRAXIS PRECISION MEDICINES I More: the full row for PRAXIS PRECISION MEDICINES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 3,846 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,846 shares; 2025Q4: 4,154 shares; 2026Q1: 3,906 shares 3,906 $1.26M 0.09% -248 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,128 shares; 2025Q2: 11,020 shares; 2025Q3: 10,889 shares; 2025Q4: 10,827 shares; 2026Q1: 11,000 shares 11,000 $1.25M 0.09% +173 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: not reported; 2024Q4: not reported; 2025Q1: 10,522 shares; 2025Q2: 11,721 shares; 2025Q3: 6,833 shares; 2025Q4: 7,033 shares; 2026Q1: 8,503 shares 8,503 $1.24M 0.09% +1,470 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,083 shares; 2025Q2: 58,274 shares; 2025Q3: 59,308 shares; 2025Q4: 61,348 shares; 2026Q1: 65,756 shares 65,756 $1.24M 0.09% +4,408 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 9,855 shares; 2025Q4: 39,354 shares; 2026Q1: 49,587 shares 49,587 $1.23M 0.09% +10,233 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,521 shares 1,521 $1.18M 0.08% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,722 shares; 2025Q2: 6,766 shares; 2025Q3: 5,779 shares; 2025Q4: 5,891 shares; 2026Q1: 6,325 shares 6,325 $1.15M 0.08% +434 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: not reported; 2024Q4: not reported; 2025Q1: 2,669 shares; 2025Q2: 3,130 shares; 2025Q3: 2,948 shares; 2025Q4: 3,085 shares; 2026Q1: 3,398 shares 3,398 $1.15M 0.08% +313 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: 3,007 shares; 2024Q4: 3,511 shares; 2025Q1: 10,903 shares; 2025Q2: 22,880 shares; 2025Q3: 19,341 shares; 2025Q4: 8,503 shares; 2026Q1: 7,803 shares 7,803 $1.15M 0.08% -700 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: 1,495 shares; 2024Q4: 1,497 shares; 2025Q1: 3,536 shares; 2025Q2: 3,595 shares; 2025Q3: 3,466 shares; 2025Q4: 3,473 shares; 2026Q1: 2,562 shares 2,562 $1.14M 0.08% -911 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: 10,447 shares; 2025Q2: 6,339 shares; 2025Q3: 4,460 shares; 2025Q4: 3,173 shares; 2026Q1: 3,174 shares 3,174 $1.13M 0.08% +1 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,224 shares; 2025Q3: 3,213 shares; 2025Q4: 3,216 shares; 2026Q1: 3,234 shares 3,234 $1.12M 0.08% +18 Timeline USRT 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: 7,535 shares; 2024Q4: 10,644 shares; 2025Q1: 11,491 shares; 2025Q2: 12,085 shares; 2025Q3: 17,454 shares; 2025Q4: 16,358 shares; 2026Q1: 18,233 shares 18,233 $1.08M 0.08% +1,875 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,553 shares 3,553 $1.07M 0.08% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,835 shares; 2025Q2: 32,745 shares; 2025Q3: 31,576 shares; 2025Q4: 33,721 shares; 2026Q1: 42,625 shares 42,625 $1.03M 0.07% +8,904 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 1,451 shares; 2025Q2: 1,506 shares; 2025Q3: 1,456 shares; 2025Q4: 1,502 shares; 2026Q1: 1,482 shares 1,482 $1.03M 0.07% -20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: not reported; 2026Q1: 3,851 shares 3,851 $1.02M 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,351 shares; 2025Q2: 5,069 shares; 2025Q3: 4,979 shares; 2025Q4: 5,011 shares; 2026Q1: 4,788 shares 4,788 $985K 0.07% -223 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,882 shares; 2025Q2: 3,762 shares; 2025Q3: 3,763 shares; 2025Q4: 4,302 shares; 2026Q1: 4,573 shares 4,573 $984K 0.07% +271 Timeline OI O-I GLASS INC More: the full row for O-I GLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,648 shares; 2025Q2: 98,398 shares; 2025Q3: 97,781 shares; 2025Q4: 95,988 shares; 2026Q1: 93,505 shares 93,505 $983K 0.07% -2,483 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: not reported; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,041 shares; 2025Q3: 3,045 shares; 2025Q4: 3,066 shares; 2026Q1: 2,986 shares 2,986 $981K 0.07% -80 Timeline IAUI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,155 shares; 2025Q4: 13,037 shares; 2026Q1: 17,056 shares 17,056 $970K 0.07% +4,019 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: 20,274 shares; 2025Q1: 22,224 shares; 2025Q2: 22,959 shares; 2025Q3: 35,130 shares; 2025Q4: 20,483 shares; 2026Q1: 24,969 shares 24,969 $959K 0.07% +4,486 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 2,462 shares; 2026Q1: 2,469 shares 2,469 $959K 0.07% +7 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,542 shares; 2025Q2: 4,602 shares; 2025Q3: 4,576 shares; 2025Q4: 5,518 shares; 2026Q1: 4,398 shares 4,398 $953K 0.07% -1,120 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,080 shares; 2025Q3: 2,569 shares; 2025Q4: 2,575 shares; 2026Q1: 2,615 shares 2,615 $951K 0.07% +40 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,328 shares; 2025Q2: 6,417 shares; 2025Q3: 6,512 shares; 2025Q4: 6,674 shares; 2026Q1: 7,135 shares 7,135 $943K 0.07% +461 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: 4,736 shares; 2025Q3: not reported; 2025Q4: 14,656 shares; 2026Q1: 14,500 shares 14,500 $937K 0.07% -156 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,688 shares; 2024Q4: 35,588 shares; 2025Q1: 38,388 shares; 2025Q2: 38,467 shares; 2025Q3: 38,870 shares; 2025Q4: 37,688 shares; 2026Q1: 35,688 shares 35,688 $915K 0.06% -2,000 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: 1,515 shares; 2025Q2: 1,370 shares; 2025Q3: 1,364 shares; 2025Q4: 1,482 shares; 2026Q1: 1,484 shares 1,484 $915K 0.06% +2 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,396 shares; 2025Q2: 14,840 shares; 2025Q3: 16,624 shares; 2025Q4: 16,977 shares; 2026Q1: 16,752 shares 16,752 $907K 0.06% -225 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: not reported; 2024Q4: not reported; 2025Q1: 3,794 shares; 2025Q2: 3,894 shares; 2025Q3: 3,884 shares; 2025Q4: 3,904 shares; 2026Q1: 3,904 shares 3,904 $897K 0.06% 0 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: 5,894 shares; 2024Q4: 5,900 shares; 2025Q1: 5,972 shares; 2025Q2: 6,152 shares; 2025Q3: 6,329 shares; 2025Q4: 6,135 shares; 2026Q1: 5,693 shares 5,693 $885K 0.06% -442 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: not reported; 2024Q4: not reported; 2025Q1: 9,189 shares; 2025Q2: 9,006 shares; 2025Q3: 8,866 shares; 2025Q4: 8,831 shares; 2026Q1: 7,698 shares 7,698 $873K 0.06% -1,133 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,285 shares; 2025Q2: 2,340 shares; 2025Q3: 2,585 shares; 2025Q4: 2,607 shares; 2026Q1: 2,721 shares 2,721 $872K 0.06% +114 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 885 shares; 2025Q3: 874 shares; 2025Q4: 870 shares; 2026Q1: 874 shares 874 $857K 0.06% +4 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,053 shares; 2025Q2: 7,406 shares; 2025Q3: 7,435 shares; 2025Q4: 7,438 shares; 2026Q1: 7,542 shares 7,542 $853K 0.06% +104 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: not reported; 2024Q4: not reported; 2025Q1: 6,091 shares; 2025Q2: 6,137 shares; 2025Q3: 6,114 shares; 2025Q4: 6,085 shares; 2026Q1: 5,873 shares 5,873 $849K 0.06% -212 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 955 shares; 2025Q3: 971 shares; 2025Q4: 959 shares; 2026Q1: 969 shares 969 $846K 0.06% +10 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: 3,649 shares; 2024Q4: 3,659 shares; 2025Q1: 14,978 shares; 2025Q2: 15,229 shares; 2025Q3: 14,951 shares; 2025Q4: 12,727 shares; 2026Q1: 14,492 shares 14,492 $835K 0.06% +1,765 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: 593 shares; 2024Q4: 593 shares; 2025Q1: 5,267 shares; 2025Q2: 5,266 shares; 2025Q3: 3,844 shares; 2025Q4: 3,566 shares; 2026Q1: 4,210 shares 4,210 $835K 0.06% +644 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: not reported; 2024Q4: not reported; 2025Q1: 9,452 shares; 2025Q2: 9,570 shares; 2025Q3: 9,545 shares; 2025Q4: 9,557 shares; 2026Q1: 9,775 shares 9,775 $830K 0.06% +218 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: 2,318 shares; 2024Q4: 2,454 shares; 2025Q1: 6,281 shares; 2025Q2: 6,072 shares; 2025Q3: 5,865 shares; 2025Q4: 6,311 shares; 2026Q1: 6,156 shares 6,156 $813K 0.06% -155 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,921 shares; 2025Q2: 8,758 shares; 2025Q3: 11,478 shares; 2025Q4: 12,808 shares; 2026Q1: 16,306 shares 16,306 $805K 0.06% +3,498 Timeline GDX 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: 6,561 shares; 2025Q2: 7,058 shares; 2025Q3: 6,558 shares; 2025Q4: 6,789 shares; 2026Q1: 8,713 shares 8,713 $800K 0.06% +1,924 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,098 shares; 2025Q3: 2,043 shares; 2025Q4: 2,012 shares; 2026Q1: 2,038 shares 2,038 $798K 0.06% +26 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,755 shares; 2026Q1: 4,160 shares 4,160 $789K 0.06% +1,405 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,161 shares; 2025Q2: 20,691 shares; 2025Q3: 20,799 shares; 2025Q4: 17,483 shares; 2026Q1: 17,214 shares 17,214 $780K 0.06% -269 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,306 shares 6,306 $774K 0.05% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,377 shares; 2025Q2: 8,034 shares; 2025Q3: 8,251 shares; 2025Q4: 9,072 shares; 2026Q1: 11,107 shares 11,107 $760K 0.05% +2,035 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 882 shares; 2025Q3: 809 shares; 2025Q4: 822 shares; 2026Q1: 783 shares 783 $753K 0.05% -39 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,878 shares; 2025Q3: 9,354 shares; 2025Q4: 12,243 shares; 2026Q1: 14,243 shares 14,243 $752K 0.05% +2,000 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: not reported; 2024Q4: not reported; 2025Q1: 2,201 shares; 2025Q2: 2,274 shares; 2025Q3: 2,193 shares; 2025Q4: 2,179 shares; 2026Q1: 2,181 shares 2,181 $748K 0.05% +2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,257 shares; 2025Q2: 9,344 shares; 2025Q3: 9,265 shares; 2025Q4: 9,299 shares; 2026Q1: 9,206 shares 9,206 $745K 0.05% -93 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: not reported; 2024Q4: not reported; 2025Q1: 4,275 shares; 2025Q2: 4,371 shares; 2025Q3: 4,496 shares; 2025Q4: 3,631 shares; 2026Q1: 2,822 shares 2,822 $734K 0.05% -809 Timeline IYJ 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: 4,921 shares; 2024Q4: 4,921 shares; 2025Q1: 5,054 shares; 2025Q2: 5,054 shares; 2025Q3: 5,103 shares; 2025Q4: 5,103 shares; 2026Q1: 4,921 shares 4,921 $726K 0.05% -182 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,357 shares; 2024Q4: 16,357 shares; 2025Q1: 16,357 shares; 2025Q2: 16,357 shares; 2025Q3: 16,607 shares; 2025Q4: 16,907 shares; 2026Q1: 16,357 shares 16,357 $725K 0.05% -550 Timeline FLGV FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 35,307 shares 35,307 $721K 0.05% 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: 1,786 shares; 2024Q4: 1,786 shares; 2025Q1: 2,725 shares; 2025Q2: 2,805 shares; 2025Q3: 2,948 shares; 2025Q4: 2,892 shares; 2026Q1: 2,947 shares 2,947 $720K 0.05% +55 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,917 shares; 2025Q2: 5,072 shares; 2025Q3: 5,141 shares; 2025Q4: 5,347 shares; 2026Q1: 5,260 shares 5,260 $716K 0.05% -87 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,551 shares; 2025Q2: 27,555 shares; 2025Q3: 27,560 shares; 2025Q4: 27,565 shares; 2026Q1: 27,570 shares 27,570 $714K 0.05% +5 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,355 shares; 2025Q2: 4,430 shares; 2025Q3: 3,973 shares; 2025Q4: 4,107 shares; 2026Q1: 4,270 shares 4,270 $703K 0.05% +163 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: not reported; 2024Q4: not reported; 2025Q1: 12,189 shares; 2025Q2: 24,506 shares; 2025Q3: 19,657 shares; 2025Q4: 19,866 shares; 2026Q1: 15,093 shares 15,093 $700K 0.05% -4,773 Timeline SPTS 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: 43,533 shares; 2025Q2: 27,958 shares; 2025Q3: 28,892 shares; 2025Q4: 30,501 shares; 2026Q1: 23,821 shares 23,821 $695K 0.05% -6,680 Timeline VONV 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: 7,596 shares; 2024Q4: 7,596 shares; 2025Q1: 7,644 shares; 2025Q2: 7,886 shares; 2025Q3: 7,800 shares; 2025Q4: 7,761 shares; 2026Q1: 7,398 shares 7,398 $693K 0.05% -363 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,664 shares; 2024Q4: 47,664 shares; 2025Q1: 47,664 shares; 2025Q2: 47,664 shares; 2025Q3: 47,664 shares; 2025Q4: 47,664 shares; 2026Q1: 47,664 shares 47,664 $686K 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,084 shares; 2025Q2: 4,091 shares; 2025Q3: 3,938 shares; 2025Q4: 3,852 shares; 2026Q1: 3,947 shares 3,947 $685K 0.05% +95 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: not reported; 2024Q4: not reported; 2025Q1: 10,019 shares; 2025Q2: 10,157 shares; 2025Q3: 10,123 shares; 2025Q4: 10,277 shares; 2026Q1: 10,281 shares 10,281 $681K 0.05% +4 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: not reported; 2024Q4: not reported; 2025Q1: 779 shares; 2025Q2: 801 shares; 2025Q3: 754 shares; 2025Q4: 789 shares; 2026Q1: 756 shares 756 $677K 0.05% -33 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: 10,552 shares; 2024Q4: 10,552 shares; 2025Q1: 13,414 shares; 2025Q2: 14,079 shares; 2025Q3: 8,161 shares; 2025Q4: 8,158 shares; 2026Q1: 8,458 shares 8,458 $673K 0.05% +300 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,379 shares; 2025Q2: 5,712 shares; 2025Q3: 5,739 shares; 2025Q4: 6,184 shares; 2026Q1: 7,471 shares 7,471 $672K 0.05% +1,287 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,500 shares; 2024Q4: 39,000 shares; 2025Q1: 37,000 shares; 2025Q2: 37,000 shares; 2025Q3: 37,000 shares; 2025Q4: 37,000 shares; 2026Q1: 37,000 shares 37,000 $665K 0.05% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,346 shares; 2024Q4: 2,346 shares; 2025Q1: 4,881 shares; 2025Q2: 4,862 shares; 2025Q3: 5,105 shares; 2025Q4: 5,117 shares; 2026Q1: 5,071 shares 5,071 $664K 0.05% -46 Timeline BNDI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,030 shares; 2025Q4: 14,457 shares; 2026Q1: 14,005 shares 14,005 $661K 0.05% -452 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: 17,283 shares; 2024Q4: 17,333 shares; 2025Q1: 22,926 shares; 2025Q2: 21,130 shares; 2025Q3: 16,234 shares; 2025Q4: 16,560 shares; 2026Q1: 14,732 shares 14,732 $650K 0.05% -1,828 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,365 shares; 2025Q2: 2,225 shares; 2025Q3: 2,197 shares; 2025Q4: 2,552 shares; 2026Q1: 2,474 shares 2,474 $648K 0.05% -78 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: not reported; 2024Q4: not reported; 2025Q1: 3,929 shares; 2025Q2: 3,986 shares; 2025Q3: 4,011 shares; 2025Q4: 3,998 shares; 2026Q1: 3,975 shares 3,975 $646K 0.05% -23 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 3,856 shares; 2025Q3: 3,846 shares; 2025Q4: 3,867 shares; 2026Q1: 3,818 shares 3,818 $646K 0.05% -49 Timeline SCMB 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: 48,528 shares; 2025Q2: 47,202 shares; 2025Q3: 24,726 shares; 2025Q4: 25,274 shares; 2026Q1: 25,293 shares 25,293 $644K 0.05% +19 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,214 shares; 2025Q1: 25,663 shares; 2025Q2: 25,663 shares; 2025Q3: 30,517 shares; 2025Q4: 30,517 shares; 2026Q1: 34,180 shares 34,180 $643K 0.05% +3,663 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,720 shares 12,720 $641K 0.05% new Timeline FIRY FIRY INC More: the full row for FIRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,008 shares; 2024Q4: 247,008 shares; 2025Q1: 247,008 shares; 2025Q2: 247,008 shares; 2025Q3: 247,008 shares; 2025Q4: 247,008 shares; 2026Q1: 247,008 shares 247,008 $640K 0.05% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 552 shares; 2024Q4: 552 shares; 2025Q1: 629 shares; 2025Q2: 652 shares; 2025Q3: 634 shares; 2025Q4: 629 shares; 2026Q1: 552 shares 552 $640K 0.05% -77 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 15,728 shares; 2025Q3: 15,728 shares; 2025Q4: 15,824 shares; 2026Q1: 15,626 shares 15,626 $637K 0.05% -198 Timeline IGHG 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: 8,376 shares; 2025Q2: 8,391 shares; 2025Q3: 8,384 shares; 2025Q4: 8,414 shares; 2026Q1: 8,197 shares 8,197 $637K 0.05% -217 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,788 shares; 2025Q2: 2,841 shares; 2025Q3: 2,857 shares; 2025Q4: 2,865 shares; 2026Q1: 2,860 shares 2,860 $632K 0.04% -5 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: 489 shares; 2024Q4: 489 shares; 2025Q1: 559 shares; 2025Q2: 590 shares; 2025Q3: 497 shares; 2025Q4: 497 shares; 2026Q1: 423 shares 423 $623K 0.04% -74 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,084 shares; 2025Q1: 15,125 shares; 2025Q2: 21,037 shares; 2025Q3: 21,079 shares; 2025Q4: 23,967 shares; 2026Q1: 24,006 shares 24,006 $618K 0.04% +39 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: not reported; 2024Q4: not reported; 2025Q1: 4,999 shares; 2025Q2: 5,263 shares; 2025Q3: 5,216 shares; 2025Q4: 4,859 shares; 2026Q1: 6,647 shares 6,647 $612K 0.04% +1,788 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: 5,438 shares; 2024Q4: 1,212 shares; 2025Q1: 2,719 shares; 2025Q2: 3,383 shares; 2025Q3: 2,779 shares; 2025Q4: 3,606 shares; 2026Q1: 2,862 shares 2,862 $612K 0.04% -744 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,606 shares; 2026Q1: 19,781 shares 19,781 $593K 0.04% -1,825 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: 1,141 shares; 2024Q4: 1,167 shares; 2025Q1: 6,067 shares; 2025Q2: 5,303 shares; 2025Q3: 1,985 shares; 2025Q4: 2,061 shares; 2026Q1: 2,185 shares 2,185 $591K 0.04% +124 Timeline AOR 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: 11,085 shares; 2025Q2: 16,834 shares; 2025Q3: 10,587 shares; 2025Q4: 14,817 shares; 2026Q1: 9,128 shares 9,128 $587K 0.04% -5,689 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,213 shares; 2025Q2: 10,010 shares; 2025Q3: 9,979 shares; 2025Q4: 9,591 shares; 2026Q1: 2,947 shares 2,947 $583K 0.04% -6,644 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: 9,415 shares; 2024Q4: 9,415 shares; 2025Q1: 11,382 shares; 2025Q2: 11,190 shares; 2025Q3: 11,060 shares; 2025Q4: 11,060 shares; 2026Q1: 9,415 shares 9,415 $580K 0.04% -1,645 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,915 shares; 2025Q2: 3,813 shares; 2025Q3: 2,455 shares; 2025Q4: 1,945 shares; 2026Q1: 1,928 shares 1,928 $572K 0.04% -17 Timeline IYK 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: 8,043 shares; 2024Q4: 8,043 shares; 2025Q1: 8,112 shares; 2025Q2: 8,112 shares; 2025Q3: 8,112 shares; 2025Q4: 8,112 shares; 2026Q1: 8,043 shares 8,043 $563K 0.04% -69 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,734 shares; 2025Q2: 6,728 shares; 2025Q3: 6,769 shares; 2025Q4: 6,769 shares; 2026Q1: 6,078 shares 6,078 $561K 0.04% -691 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,076 shares; 2025Q1: 2,165 shares; 2025Q2: 2,207 shares; 2025Q3: 1,908 shares; 2025Q4: 1,968 shares; 2026Q1: 1,946 shares 1,946 $558K 0.04% -22 Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 2,388 shares; 2025Q4: 2,495 shares; 2026Q1: 2,638 shares 2,638 $548K 0.04% +143 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,447 shares; 2025Q2: 33,866 shares; 2025Q3: 4,991 shares; 2025Q4: 3,515 shares; 2026Q1: 4,556 shares 4,556 $539K 0.04% +1,041 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: 2,078 shares; 2025Q3: 4,058 shares; 2025Q4: 4,129 shares; 2026Q1: 5,037 shares 5,037 $535K 0.04% +908 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 481 shares; 2025Q3: 488 shares; 2025Q4: 486 shares; 2026Q1: 488 shares 488 $533K 0.04% +2 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: not reported; 2024Q4: not reported; 2025Q1: 4,073 shares; 2025Q2: 4,077 shares; 2025Q3: 4,080 shares; 2025Q4: 4,085 shares; 2026Q1: 3,908 shares 3,908 $530K 0.04% -177 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,286 shares; 2025Q2: 3,318 shares; 2025Q3: 3,329 shares; 2025Q4: 3,362 shares; 2026Q1: 3,293 shares 3,293 $520K 0.04% -69 Timeline CNTA CENTESSA PHARMACEUTICALS PLC More: the full row for CENTESSA PHARMACEUTICALS 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: 19,653 shares; 2025Q3: 13,102 shares; 2025Q4: 14,033 shares; 2026Q1: 13,102 shares 13,102 $520K 0.04% -931 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: 1,204 shares; 2024Q4: 1,144 shares; 2025Q1: 2,213 shares; 2025Q2: 2,644 shares; 2025Q3: 2,514 shares; 2025Q4: 2,685 shares; 2026Q1: 2,613 shares 2,613 $518K 0.04% -72 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: not reported; 2024Q4: not reported; 2025Q1: 25,120 shares; 2025Q2: 25,174 shares; 2025Q3: 25,729 shares; 2025Q4: 26,412 shares; 2026Q1: 26,495 shares 26,495 $517K 0.04% +83 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,982 shares; 2025Q2: 6,270 shares; 2025Q3: 7,536 shares; 2025Q4: 7,658 shares; 2026Q1: 8,041 shares 8,041 $515K 0.04% +383 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,735 shares; 2026Q1: 14,935 shares 14,935 $514K 0.04% +8,200 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,704 shares; 2025Q2: 2,704 shares; 2025Q3: 1,883 shares; 2025Q4: 1,883 shares; 2026Q1: 2,425 shares 2,425 $512K 0.04% +542 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,284 shares; 2025Q2: 8,585 shares; 2025Q3: 7,498 shares; 2025Q4: 7,278 shares; 2026Q1: 7,003 shares 7,003 $503K 0.04% -275 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,769 shares; 2025Q2: 11,134 shares; 2025Q3: 10,944 shares; 2025Q4: 10,944 shares; 2026Q1: 10,888 shares 10,888 $502K 0.04% -56 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK 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: 5,146 shares; 2025Q3: 11,067 shares; 2025Q4: 10,892 shares; 2026Q1: 10,050 shares 10,050 $492K 0.03% -842 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: 1,049 shares; 2024Q4: 1,099 shares; 2025Q1: 2,534 shares; 2025Q2: 2,497 shares; 2025Q3: 2,333 shares; 2025Q4: 2,449 shares; 2026Q1: 2,582 shares 2,582 $490K 0.03% +133 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: 16,874 shares; 2025Q2: 16,935 shares; 2025Q3: 16,235 shares; 2025Q4: 16,121 shares; 2026Q1: 16,030 shares 16,030 $489K 0.03% -91 Timeline IYM 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: 1,613 shares; 2024Q4: 1,613 shares; 2025Q1: 2,835 shares; 2025Q2: 2,769 shares; 2025Q3: 2,769 shares; 2025Q4: 2,769 shares; 2026Q1: 2,765 shares 2,765 $486K 0.03% -4 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: not reported; 2024Q4: not reported; 2025Q1: 6,563 shares; 2025Q2: 6,829 shares; 2025Q3: 7,464 shares; 2025Q4: 7,381 shares; 2026Q1: 7,342 shares 7,342 $485K 0.03% -39 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 4,942 shares; 2025Q3: 5,067 shares; 2025Q4: 5,067 shares; 2026Q1: 4,942 shares 4,942 $481K 0.03% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 1,334 shares; 2025Q4: 2,722 shares; 2026Q1: 1,334 shares 1,334 $476K 0.03% -1,388 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: 16,417 shares; 2025Q2: 16,269 shares; 2025Q3: 2,847 shares; 2025Q4: 2,190 shares; 2026Q1: 2,226 shares 2,226 $470K 0.03% +36 Timeline IWS 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: 3,302 shares; 2025Q2: 3,202 shares; 2025Q3: 3,202 shares; 2025Q4: 3,202 shares; 2026Q1: 3,211 shares 3,211 $468K 0.03% +9 Timeline ICLN 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: 92,649 shares; 2024Q4: 80,811 shares; 2025Q1: 36,984 shares; 2025Q2: 28,695 shares; 2025Q3: 27,624 shares; 2025Q4: 25,839 shares; 2026Q1: 25,462 shares 25,462 $466K 0.03% -377 Timeline ARIS ARIS MINING CORPORATION More: the full row for ARIS MINING CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $463K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 57,500 shares; 2025Q2: 28,065 shares; 2025Q3: 12,425 shares; 2025Q4: 11,501 shares; 2026Q1: 11,816 shares 11,816 $461K 0.03% +315 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,617 shares; 2025Q2: 10,486 shares; 2025Q3: 7,956 shares; 2025Q4: 8,196 shares; 2026Q1: 8,677 shares 8,677 $451K 0.03% +481 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,825 shares; 2026Q1: 4,800 shares 4,800 $451K 0.03% -25 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,884 shares; 2025Q2: 1,824 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares; 2026Q1: 1,818 shares 1,818 $451K 0.03% +14 Timeline SPRY ARS PHARMACEUTICALS INC More: the full row for ARS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,750 shares; 2025Q2: 87,025 shares; 2025Q3: 91,675 shares; 2025Q4: 53,830 shares; 2026Q1: 55,730 shares 55,730 $448K 0.03% +1,900 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,495 shares; 2025Q2: 8,598 shares; 2025Q3: 8,739 shares; 2025Q4: 8,598 shares; 2026Q1: 8,819 shares 8,819 $445K 0.03% +221 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,964 shares; 2025Q2: 10,965 shares; 2025Q3: 10,857 shares; 2025Q4: 10,857 shares; 2026Q1: 10,944 shares 10,944 $441K 0.03% +87 Timeline TV GRUPO TELEVISA S A B More: the full row for GRUPO TELEVISA S A B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,372 shares; 2024Q4: 103,224 shares; 2025Q1: 103,224 shares; 2025Q2: 151,093 shares; 2025Q3: 151,093 shares; 2025Q4: 151,093 shares; 2026Q1: 151,093 shares 151,093 $440K 0.03% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,362 shares; 2025Q2: 2,362 shares; 2025Q3: 2,299 shares; 2025Q4: 2,299 shares; 2026Q1: 2,162 shares 2,162 $439K 0.03% -137 Timeline COPX 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: 3,432 shares; 2025Q4: 3,432 shares; 2026Q1: 5,651 shares 5,651 $431K 0.03% +2,219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,959 shares; 2025Q4: 3,190 shares; 2026Q1: 3,563 shares 3,563 $423K 0.03% +373 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,791 shares; 2025Q1: 19,557 shares; 2025Q2: 19,362 shares; 2025Q3: 19,180 shares; 2025Q4: 20,497 shares; 2026Q1: 14,672 shares 14,672 $421K 0.03% -5,825 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: not reported; 2024Q4: not reported; 2025Q1: 1,187 shares; 2025Q2: 1,073 shares; 2025Q3: 918 shares; 2025Q4: 905 shares; 2026Q1: 904 shares 904 $417K 0.03% -1 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: not reported; 2024Q4: not reported; 2025Q1: 3,975 shares; 2025Q2: 2,112 shares; 2025Q3: 2,006 shares; 2025Q4: 2,257 shares; 2026Q1: 1,953 shares 1,953 $406K 0.03% -304 Timeline FELG 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: not reported; 2024Q4: not reported; 2025Q1: 10,780 shares; 2025Q2: 10,793 shares; 2025Q3: 10,802 shares; 2025Q4: 10,812 shares; 2026Q1: 10,822 shares 10,822 $406K 0.03% +10 Timeline UYG 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: 5,484 shares; 2025Q2: 5,484 shares; 2025Q3: 5,484 shares; 2025Q4: 5,484 shares; 2026Q1: 5,484 shares 5,484 $403K 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,656 shares; 2025Q2: 1,674 shares; 2025Q3: 1,657 shares; 2025Q4: 1,690 shares; 2026Q1: 1,483 shares 1,483 $396K 0.03% -207 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: 581 shares; 2025Q2: 605 shares; 2025Q3: 594 shares; 2025Q4: 602 shares; 2026Q1: 699 shares 699 $394K 0.03% +97 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,998 shares; 2025Q2: 11,101 shares; 2025Q3: 11,154 shares; 2025Q4: 10,976 shares; 2026Q1: 11,006 shares 11,006 $393K 0.03% +30 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: 16,973 shares 16,973 $390K 0.03% new Timeline SCHM 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: 11,164 shares; 2025Q2: 11,167 shares; 2025Q3: 11,170 shares; 2025Q4: 11,172 shares; 2026Q1: 12,597 shares 12,597 $390K 0.03% +1,425 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: not reported; 2024Q4: not reported; 2025Q1: 11,205 shares; 2025Q2: 10,224 shares; 2025Q3: 10,963 shares; 2025Q4: 10,262 shares; 2026Q1: 10,295 shares 10,295 $390K 0.03% +33 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: 1,479 shares; 2026Q1: 1,678 shares 1,678 $387K 0.03% +199 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,945 shares; 2024Q4: 2,945 shares; 2025Q1: 2,964 shares; 2025Q2: 2,980 shares; 2025Q3: 2,951 shares; 2025Q4: 2,950 shares; 2026Q1: 2,967 shares 2,967 $385K 0.03% +17 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,362 shares; 2025Q2: 3,655 shares; 2025Q3: 3,682 shares; 2025Q4: 3,952 shares; 2026Q1: 3,869 shares 3,869 $384K 0.03% -83 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,592 shares; 2025Q3: 1,852 shares; 2025Q4: 3,172 shares; 2026Q1: 2,555 shares 2,555 $378K 0.03% -617 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: not reported; 2024Q4: not reported; 2025Q1: 676 shares; 2025Q2: 744 shares; 2025Q3: 629 shares; 2025Q4: 540 shares; 2026Q1: 508 shares 508 $375K 0.03% -32 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: not reported; 2024Q4: not reported; 2025Q1: 3,494 shares; 2025Q2: 3,662 shares; 2025Q3: 3,651 shares; 2025Q4: 3,637 shares; 2026Q1: 4,180 shares 4,180 $374K 0.03% +543 Timeline ITA 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: 1,921 shares; 2025Q2: 1,729 shares; 2025Q3: 1,729 shares; 2025Q4: 1,560 shares; 2026Q1: 1,698 shares 1,698 $371K 0.03% +138 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: not reported; 2024Q4: not reported; 2025Q1: 2,321 shares; 2025Q2: 2,321 shares; 2025Q3: 2,321 shares; 2025Q4: 2,321 shares; 2026Q1: 2,403 shares 2,403 $364K 0.03% +82 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 510 shares; 2025Q3: 516 shares; 2025Q4: 548 shares; 2026Q1: 732 shares 732 $363K 0.03% +184 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: 1,887 shares 1,887 $362K 0.03% +729 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,208 shares; 2025Q2: 1,206 shares; 2025Q3: 1,197 shares; 2025Q4: 1,246 shares; 2026Q1: 1,276 shares 1,276 $350K 0.02% +30 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: not reported; 2024Q4: not reported; 2025Q1: 765 shares; 2025Q2: 719 shares; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 750 shares 750 $347K 0.02% +31 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: not reported; 2025Q1: 1,218 shares; 2025Q2: 1,218 shares; 2025Q3: 1,042 shares; 2025Q4: 1,024 shares; 2026Q1: 962 shares 962 $344K 0.02% -62 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,629 shares; 2025Q2: 32,689 shares; 2025Q3: 32,734 shares; 2025Q4: 32,787 shares; 2026Q1: 30,470 shares 30,470 $342K 0.02% -2,317 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,603 shares; 2025Q2: 8,302 shares; 2025Q3: 8,748 shares; 2025Q4: 8,467 shares; 2026Q1: 8,326 shares 8,326 $342K 0.02% -141 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: not reported; 2024Q4: not reported; 2025Q1: 19,314 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,275 shares 9,275 $341K 0.02% new Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,261 shares; 2026Q1: 3,214 shares 3,214 $341K 0.02% -47 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: 2,416 shares; 2024Q4: 2,416 shares; 2025Q1: 5,396 shares; 2025Q2: 5,419 shares; 2025Q3: 5,407 shares; 2025Q4: 3,007 shares; 2026Q1: 3,095 shares 3,095 $340K 0.02% +88 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: not reported; 2024Q4: not reported; 2025Q1: 3,158 shares; 2025Q2: 3,453 shares; 2025Q3: 3,315 shares; 2025Q4: 3,236 shares; 2026Q1: 3,301 shares 3,301 $337K 0.02% +65 Timeline BSMR 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: 8,554 shares; 2025Q3: 10,272 shares; 2025Q4: 11,463 shares; 2026Q1: 14,216 shares 14,216 $336K 0.02% +2,753 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,773 shares; 2024Q4: 9,273 shares; 2025Q1: 9,273 shares; 2025Q2: 9,273 shares; 2025Q3: 9,273 shares; 2025Q4: 9,273 shares; 2026Q1: 9,273 shares 9,273 $335K 0.02% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,136 shares; 2025Q2: 1,072 shares; 2025Q3: 1,097 shares; 2025Q4: 1,048 shares; 2026Q1: 987 shares 987 $327K 0.02% -61 Timeline XSD 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: 1,295 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,021 shares; 2026Q1: 991 shares 991 $323K 0.02% -30 Timeline BSMS 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: 8,913 shares; 2025Q4: 10,415 shares; 2026Q1: 13,777 shares 13,777 $322K 0.02% +3,362 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: not reported; 2024Q4: not reported; 2025Q1: 10,220 shares; 2025Q2: 10,813 shares; 2025Q3: 12,289 shares; 2025Q4: 12,421 shares; 2026Q1: 12,884 shares 12,884 $321K 0.02% +463 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 456 shares 456 $320K 0.02% new Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,151 shares 6,151 $317K 0.02% 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: 2,022 shares; 2025Q2: 2,053 shares; 2025Q3: 2,053 shares; 2025Q4: 2,065 shares; 2026Q1: 2,035 shares 2,035 $316K 0.02% -30 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,929 shares; 2025Q3: 3,028 shares; 2025Q4: 2,488 shares; 2026Q1: 2,368 shares 2,368 $310K 0.02% -120 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,114 shares; 2025Q2: 14,644 shares; 2025Q3: 16,813 shares; 2025Q4: 16,816 shares; 2026Q1: 6,855 shares 6,855 $310K 0.02% -9,961 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,068 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,127 shares; 2026Q1: 1,128 shares 1,128 $307K 0.02% +1 Timeline IJT 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: 2,104 shares 2,104 $304K 0.02% new Timeline GLOW 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: 15,721 shares; 2025Q2: 13,723 shares; 2025Q3: 12,766 shares; 2025Q4: 11,117 shares; 2026Q1: 10,063 shares 10,063 $304K 0.02% -1,054 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares; 2025Q3: 678 shares; 2025Q4: 673 shares; 2026Q1: 827 shares 827 $297K 0.02% +154 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,762 shares; 2025Q2: 4,085 shares; 2025Q3: 3,264 shares; 2025Q4: 3,428 shares; 2026Q1: 2,943 shares 2,943 $296K 0.02% -485 Timeline OKLO OKLO INC More: the full row for OKLO 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: 5,000 shares; 2025Q3: 5,223 shares; 2025Q4: 5,759 shares; 2026Q1: 5,905 shares 5,905 $293K 0.02% +146 Timeline VRP 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: 11,993 shares; 2025Q2: 12,029 shares; 2025Q3: 12,066 shares; 2025Q4: 12,134 shares; 2026Q1: 12,170 shares 12,170 $292K 0.02% +36 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,084 shares; 2024Q4: 5,084 shares; 2025Q1: 6,847 shares; 2025Q2: 7,514 shares; 2025Q3: 7,344 shares; 2025Q4: 6,953 shares; 2026Q1: 5,084 shares 5,084 $288K 0.02% -1,869 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: 2,155 shares; 2024Q4: 2,155 shares; 2025Q1: 2,266 shares; 2025Q2: 2,266 shares; 2025Q3: 2,116 shares; 2025Q4: 2,054 shares; 2026Q1: 2,005 shares 2,005 $286K 0.02% -49 Timeline HYEM 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: 10,377 shares; 2025Q2: 11,463 shares; 2025Q3: 13,654 shares; 2025Q4: 14,239 shares; 2026Q1: 14,370 shares 14,370 $284K 0.02% +131 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 1,043 shares; 2025Q3: 931 shares; 2025Q4: 829 shares; 2026Q1: 859 shares 859 $281K 0.02% +30 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,162 shares; 2025Q2: 23,236 shares; 2025Q3: 23,236 shares; 2025Q4: 23,236 shares; 2026Q1: 37,420 shares 37,420 $274K 0.02% +14,184 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,437 shares 4,437 $272K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 681 shares; 2025Q4: 865 shares; 2026Q1: 865 shares 865 $270K 0.02% 0 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: 4,593 shares; 2025Q3: 4,791 shares; 2025Q4: 4,805 shares; 2026Q1: 4,943 shares 4,943 $267K 0.02% +138 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: 5,943 shares; 2024Q4: 5,949 shares; 2025Q1: 5,958 shares; 2025Q2: 5,983 shares; 2025Q3: 5,788 shares; 2025Q4: 5,464 shares; 2026Q1: 5,459 shares 5,459 $266K 0.02% -5 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: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 822 shares; 2025Q3: 872 shares; 2025Q4: 794 shares; 2026Q1: 844 shares 844 $265K 0.02% +50 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,707 shares; 2025Q4: 3,780 shares; 2026Q1: 4,100 shares 4,100 $263K 0.02% +320 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 4,027 shares; 2025Q2: 2,650 shares; 2025Q3: 2,537 shares; 2025Q4: 2,540 shares; 2026Q1: 1,794 shares 1,794 $262K 0.02% -746 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,889 shares 6,889 $258K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 761 shares; 2025Q1: 952 shares; 2025Q2: 990 shares; 2025Q3: 968 shares; 2025Q4: 969 shares; 2026Q1: 787 shares 787 $257K 0.02% -182 Timeline FDVV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,565 shares; 2026Q1: 4,600 shares 4,600 $254K 0.02% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,514 shares; 2026Q1: 5,514 shares 5,514 $251K 0.02% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 15,564 shares; 2026Q1: 15,564 shares 15,564 $246K 0.02% 0 Timeline IDEV 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: 2,917 shares 2,917 $244K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: 1,622 shares; 2025Q3: 1,622 shares; 2025Q4: 1,623 shares; 2026Q1: 1,563 shares 1,563 $242K 0.02% -60 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: 230 shares; 2026Q1: 175 shares 175 $241K 0.02% -55 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV 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: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 971 shares 971 $240K 0.02% -67 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,519 shares; 2024Q4: 9,519 shares; 2025Q1: 9,748 shares; 2025Q2: 3,295 shares; 2025Q3: 3,164 shares; 2025Q4: 3,220 shares; 2026Q1: 3,034 shares 3,034 $239K 0.02% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,559 shares; 2025Q4: 2,592 shares; 2026Q1: 2,196 shares 2,196 $238K 0.02% -396 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: 3,335 shares; 2024Q4: not reported; 2025Q1: 4,965 shares; 2025Q2: 4,621 shares; 2025Q3: 5,067 shares; 2025Q4: 4,817 shares; 2026Q1: 3,360 shares 3,360 $233K 0.02% -1,457 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,038 shares; 2025Q2: 4,059 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 696 shares 696 $232K 0.02% new 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: 1,656 shares; 2026Q1: 1,656 shares 1,656 $229K 0.02% 0 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,300 shares; 2025Q2: 14,800 shares; 2025Q3: 14,300 shares; 2025Q4: 14,007 shares; 2026Q1: 11,407 shares 11,407 $225K 0.02% -2,600 Timeline BSMT 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: not reported; 2025Q4: not reported; 2026Q1: 9,776 shares 9,776 $225K 0.02% new Timeline IDU 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: 1,967 shares; 2025Q3: 1,967 shares; 2025Q4: 1,967 shares; 2026Q1: 1,936 shares 1,936 $225K 0.02% -31 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA 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: 694 shares; 2025Q4: 1,022 shares; 2026Q1: 1,271 shares 1,271 $223K 0.02% +249 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,965 shares; 2025Q4: 4,728 shares; 2026Q1: 4,676 shares 4,676 $221K 0.02% -52 Timeline CARY ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK 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: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $218K 0.02% 0 Timeline BP BP PLC More: the full row for BP 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: 4,598 shares 4,598 $216K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,004 shares; 2025Q2: 6,399 shares; 2025Q3: 6,388 shares; 2025Q4: 6,436 shares; 2026Q1: 3,671 shares 3,671 $216K 0.02% -2,765 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION 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: 2,542 shares; 2025Q3: 2,499 shares; 2025Q4: not reported; 2026Q1: 1,903 shares 1,903 $211K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,753 shares; 2025Q3: 2,754 shares; 2025Q4: 2,754 shares; 2026Q1: 2,746 shares 2,746 $210K 0.01% -8 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 1,167 shares 1,167 $210K 0.01% new 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: 981 shares; 2025Q4: 955 shares; 2026Q1: 902 shares 902 $208K 0.01% -53 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR 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: 4,849 shares; 2026Q1: 4,922 shares 4,922 $207K 0.01% +73 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,440 shares; 2026Q1: 1,264 shares 1,264 $207K 0.01% -176 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,920 shares; 2025Q4: 3,194 shares; 2026Q1: 2,798 shares 2,798 $206K 0.01% -396 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,299 shares; 2025Q2: 36,897 shares; 2025Q3: 33,772 shares; 2025Q4: 24,797 shares; 2026Q1: 24,022 shares 24,022 $203K 0.01% -775 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,627 shares; 2026Q1: 7,211 shares 7,211 $203K 0.01% -3,416 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,315 shares; 2026Q1: 2,315 shares 2,315 $203K 0.01% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,786 shares; 2025Q4: 1,873 shares; 2026Q1: 1,803 shares 1,803 $202K 0.01% -70 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA 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: 1,314 shares 1,314 $201K 0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,989 shares; 2025Q2: 13,721 shares; 2025Q3: 14,179 shares; 2025Q4: 13,679 shares; 2026Q1: 11,692 shares 11,692 $198K 0.01% -1,987 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,195 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares; 2026Q1: 10,445 shares 10,445 $181K 0.01% -250 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,695 shares; 2025Q2: 10,695 shares; 2025Q3: 10,695 shares; 2025Q4: 10,695 shares; 2026Q1: 10,695 shares 10,695 $178K 0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,530 shares 11,530 $174K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,491 shares; 2024Q4: not reported; 2025Q1: 16,411 shares; 2025Q2: 16,404 shares; 2025Q3: 15,262 shares; 2025Q4: 14,957 shares; 2026Q1: 14,759 shares 14,759 $170K 0.01% -198 Timeline PGX 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: 19,532 shares; 2025Q2: 19,729 shares; 2025Q3: 19,929 shares; 2025Q4: 14,119 shares; 2026Q1: 14,339 shares 14,339 $156K 0.01% +220 Timeline AWP ABRDN GLOBAL PREMIER PPTYS F More: the full row for ABRDN GLOBAL PREMIER PPTYS 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: 13,965 shares 13,965 $154K 0.01% new Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,000 shares 15,000 $128K 0.01% new Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR 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: 11,274 shares; 2025Q4: 11,274 shares; 2026Q1: 11,274 shares 11,274 $121K 0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,361 shares; 2025Q1: 13,497 shares; 2025Q2: 11,642 shares; 2025Q3: 11,735 shares; 2025Q4: 12,210 shares; 2026Q1: 12,735 shares 12,735 $121K 0.01% +525 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,277 shares; 2025Q2: not reported; 2025Q3: 13,177 shares; 2025Q4: 13,177 shares; 2026Q1: 13,245 shares 13,245 $110K 0.01% +68 Timeline ANNX ANNEXON INC More: the full row for ANNEXON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,000 shares; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $94.2K 0.01% 0 Timeline CITR CITROTECH INC More: the full row for CITROTECH 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: 13,331 shares; 2026Q1: 10,831 shares 10,831 $93.5K 0.01% -2,500 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,689 shares; 2026Q1: 12,171 shares 12,171 $73K 0.01% +1,482 Timeline NNOX NANO X IMAGING LTD More: the full row for NANO X IMAGING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 22,500 shares; 2025Q1: 23,000 shares; 2025Q2: 25,000 shares; 2025Q3: 27,000 shares; 2025Q4: 28,000 shares; 2026Q1: 28,000 shares 28,000 $63.6K <0.01% 0 Timeline ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405,847 shares; 2024Q4: 221,059 shares; 2025Q1: 221,059 shares; 2025Q2: 221,059 shares; 2025Q3: 21,789 shares; 2025Q4: 21,789 shares; 2026Q1: 21,789 shares 21,789 $53.2K <0.01% 0 Timeline TMC TMC THE METALS COMPANY INC More: the full row for TMC THE METALS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $46.7K <0.01% 0 Timeline AUID AUTHID INC More: the full row for AUTHID 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: 14,990 shares; 2025Q3: 14,990 shares; 2025Q4: 19,790 shares; 2026Q1: 19,790 shares 19,790 $25.7K <0.01% 0 Timeline