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: 180,418 shares; 2024Q4: 192,444 shares; 2025Q1: 181,887 shares; 2025Q2: 181,887 shares; 2025Q3: 185,919 shares; 2025Q4: 183,344 shares; 2026Q1: 185,188 shares 185,188 $11.9M 2.99% +1,844 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,870 shares; 2024Q4: 48,358 shares; 2025Q1: 49,655 shares; 2025Q2: 49,655 shares; 2025Q3: 50,356 shares; 2025Q4: 50,272 shares; 2026Q1: 45,998 shares 45,998 $11.7M 2.94% -4,274 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: 28,472 shares; 2024Q4: 28,834 shares; 2025Q1: 26,775 shares; 2025Q2: 26,775 shares; 2025Q3: 26,291 shares; 2025Q4: 25,116 shares; 2026Q1: 25,801 shares 25,801 $11.3M 2.84% +685 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,356 shares; 2024Q4: 67,516 shares; 2025Q1: 219,040 shares; 2025Q2: 219,040 shares; 2025Q3: 376,857 shares; 2025Q4: 448,925 shares; 2026Q1: 441,417 shares 441,417 $10.4M 2.61% -7,508 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,639 shares; 2025Q1: 192,050 shares; 2025Q2: 192,050 shares; 2025Q3: 277,459 shares; 2025Q4: 332,121 shares; 2026Q1: 334,840 shares 334,840 $10.1M 2.55% +2,719 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: 148,961 shares; 2024Q4: 195,412 shares; 2025Q1: 197,581 shares; 2025Q2: 197,581 shares; 2025Q3: 167,349 shares; 2025Q4: 159,984 shares; 2026Q1: 125,601 shares 125,601 $9.61M 2.42% -34,383 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: 45,458 shares; 2024Q4: 47,327 shares; 2025Q1: 44,464 shares; 2025Q2: 44,464 shares; 2025Q3: 46,262 shares; 2025Q4: 45,895 shares; 2026Q1: 46,948 shares 46,948 $9.21M 2.32% +1,053 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: 15,927 shares; 2024Q4: 19,710 shares; 2025Q1: 19,275 shares; 2025Q2: 19,275 shares; 2025Q3: 19,373 shares; 2025Q4: 19,809 shares; 2026Q1: 20,395 shares 20,395 $7.55M 1.9% +586 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 190,678 shares; 2025Q4: 233,476 shares; 2026Q1: 351,530 shares 351,530 $7.15M 1.8% +118,054 Timeline FOXY SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 243,929 shares 243,929 $7.13M 1.8% new Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,777 shares; 2024Q4: 18,690 shares; 2025Q1: 19,207 shares; 2025Q2: 19,207 shares; 2025Q3: 17,082 shares; 2025Q4: 16,584 shares; 2026Q1: 210,017 shares 210,017 $7.09M 1.79% +193,433 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,699 shares; 2025Q4: 185,484 shares; 2026Q1: 287,955 shares 287,955 $7.07M 1.78% +102,471 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406,304 shares; 2024Q4: 406,786 shares; 2025Q1: 374,347 shares; 2025Q2: 374,347 shares; 2025Q3: 358,418 shares; 2025Q4: 353,914 shares; 2026Q1: 367,491 shares 367,491 $6.98M 1.76% +13,577 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,098 shares; 2024Q4: 172,392 shares; 2025Q1: 147,478 shares; 2025Q2: 147,478 shares; 2025Q3: 135,558 shares; 2025Q4: 132,163 shares; 2026Q1: 135,344 shares 135,344 $6.5M 1.64% +3,181 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: 17,764 shares; 2024Q4: 22,391 shares; 2025Q1: 26,026 shares; 2025Q2: 26,026 shares; 2025Q3: 25,927 shares; 2025Q4: 27,628 shares; 2026Q1: 36,272 shares 36,272 $6.33M 1.59% +8,644 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,114 shares; 2024Q4: 101,973 shares; 2025Q1: 86,892 shares; 2025Q2: 86,892 shares; 2025Q3: 79,661 shares; 2025Q4: 77,306 shares; 2026Q1: 78,699 shares 78,699 $6.17M 1.55% +1,393 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,863 shares; 2024Q4: 117,403 shares; 2025Q1: 104,846 shares; 2025Q2: 104,846 shares; 2025Q3: 99,577 shares; 2025Q4: 98,034 shares; 2026Q1: 94,796 shares 94,796 $4.82M 1.21% -3,238 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,614 shares; 2024Q4: 393,107 shares; 2025Q1: 362,500 shares; 2025Q2: 362,500 shares; 2025Q3: 361,168 shares; 2025Q4: 362,611 shares; 2026Q1: 399,746 shares 399,746 $4.76M 1.2% +37,135 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,856 shares; 2025Q1: 236,968 shares; 2025Q2: 236,968 shares; 2025Q3: 345,650 shares; 2025Q4: 413,589 shares; 2026Q1: 304,641 shares 304,641 $4.67M 1.18% -108,948 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 120,829 shares 120,829 $4.65M 1.17% new Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,705 shares; 2024Q4: 19,454 shares; 2025Q1: 18,653 shares; 2025Q2: 18,653 shares; 2025Q3: 18,890 shares; 2025Q4: 19,039 shares; 2026Q1: 21,118 shares 21,118 $4.4M 1.11% +2,079 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440,588 shares; 2024Q4: 444,027 shares; 2025Q1: 413,571 shares; 2025Q2: 413,571 shares; 2025Q3: 401,963 shares; 2025Q4: 407,280 shares; 2026Q1: 455,494 shares 455,494 $4.37M 1.1% +48,214 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,741 shares; 2024Q4: 28,718 shares; 2025Q1: 26,191 shares; 2025Q2: 26,191 shares; 2025Q3: 24,039 shares; 2025Q4: 21,973 shares; 2026Q1: 136,529 shares 136,529 $4.31M 1.09% +114,556 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: 68,763 shares; 2024Q4: 72,182 shares; 2025Q1: 68,698 shares; 2025Q2: 68,698 shares; 2025Q3: 70,901 shares; 2025Q4: 69,985 shares; 2026Q1: 71,728 shares 71,728 $3.88M 0.98% +1,743 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,802 shares; 2024Q4: 61,973 shares; 2025Q1: 64,647 shares; 2025Q2: 64,647 shares; 2025Q3: 55,323 shares; 2025Q4: 52,685 shares; 2026Q1: 95,852 shares 95,852 $3.72M 0.94% +43,167 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,218 shares; 2024Q4: 125,019 shares; 2025Q1: 128,804 shares; 2025Q2: 128,804 shares; 2025Q3: 114,700 shares; 2025Q4: 111,926 shares; 2026Q1: 165,802 shares 165,802 $3.5M 0.88% +53,876 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: 143,305 shares; 2024Q4: 147,087 shares; 2025Q1: 113,802 shares; 2025Q2: 113,802 shares; 2025Q3: 100,981 shares; 2025Q4: 99,646 shares; 2026Q1: 70,391 shares 70,391 $3.44M 0.87% -29,255 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: 260,277 shares; 2024Q4: 267,171 shares; 2025Q1: 207,212 shares; 2025Q2: 207,212 shares; 2025Q3: 183,127 shares; 2025Q4: 179,905 shares; 2026Q1: 124,748 shares 124,748 $3.27M 0.82% -55,157 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,842 shares; 2024Q4: 88,192 shares; 2025Q1: 75,332 shares; 2025Q2: 75,332 shares; 2025Q3: 69,579 shares; 2025Q4: 67,002 shares; 2026Q1: 67,791 shares 67,791 $3.18M 0.8% +789 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,964 shares; 2024Q4: 53,257 shares; 2025Q1: 44,895 shares; 2025Q2: 44,895 shares; 2025Q3: 41,195 shares; 2025Q4: 39,608 shares; 2026Q1: 40,205 shares 40,205 $3.1M 0.78% +597 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,156 shares; 2024Q4: 54,752 shares; 2025Q1: 46,954 shares; 2025Q2: 46,954 shares; 2025Q3: 43,709 shares; 2025Q4: 42,262 shares; 2026Q1: 43,130 shares 43,130 $2.97M 0.75% +868 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,279 shares; 2024Q4: 75,906 shares; 2025Q1: 67,961 shares; 2025Q2: 67,961 shares; 2025Q3: 64,749 shares; 2025Q4: 63,873 shares; 2026Q1: 63,001 shares 63,001 $2.96M 0.75% -872 Timeline DECU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 110,769 shares 110,769 $2.94M 0.74% new 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: 12,961 shares; 2024Q4: 16,639 shares; 2025Q1: 16,220 shares; 2025Q2: 16,220 shares; 2025Q3: 17,774 shares; 2025Q4: 20,009 shares; 2026Q1: 16,249 shares 16,249 $2.76M 0.69% -3,760 Timeline QBER ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,408 shares; 2024Q4: 44,182 shares; 2025Q1: 45,870 shares; 2025Q2: 45,870 shares; 2025Q3: 40,379 shares; 2025Q4: 39,143 shares; 2026Q1: 111,442 shares 111,442 $2.69M 0.68% +72,299 Timeline BOND 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: 58,465 shares; 2024Q4: 60,006 shares; 2025Q1: 46,833 shares; 2025Q2: 46,833 shares; 2025Q3: 41,477 shares; 2025Q4: 40,773 shares; 2026Q1: 27,930 shares 27,930 $2.58M 0.65% -12,843 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: 18,503 shares; 2024Q4: 4,912 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,590 shares; 2025Q4: 4,408 shares; 2026Q1: 4,400 shares 4,400 $2.54M 0.64% -8 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: 12,909 shares; 2024Q4: 9,951 shares; 2025Q1: 9,336 shares; 2025Q2: 9,336 shares; 2025Q3: 9,596 shares; 2025Q4: 9,414 shares; 2026Q1: 9,665 shares 9,665 $2.53M 0.64% +251 Timeline KNG 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: 54,528 shares; 2024Q4: 54,193 shares; 2025Q1: 49,847 shares; 2025Q2: 49,847 shares; 2025Q3: 48,547 shares; 2025Q4: 48,905 shares; 2026Q1: 50,656 shares 50,656 $2.47M 0.62% +1,751 Timeline GAEM SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 74,846 shares; 2025Q4: 91,720 shares; 2026Q1: 93,843 shares 93,843 $2.43M 0.61% +2,123 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: 6,377 shares; 2024Q4: 9,937 shares; 2025Q1: 9,397 shares; 2025Q2: 9,397 shares; 2025Q3: 11,220 shares; 2025Q4: 12,150 shares; 2026Q1: 8,352 shares 8,352 $2.4M 0.6% -3,798 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,600 shares; 2024Q4: 7,748 shares; 2025Q1: 7,140 shares; 2025Q2: 7,140 shares; 2025Q3: 5,732 shares; 2025Q4: 4,205 shares; 2026Q1: 7,499 shares 7,499 $2.32M 0.58% +3,294 Timeline ONEZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,029 shares 87,029 $2.18M 0.55% new Timeline SEPZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,513 shares 52,513 $2.13M 0.54% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 6,844 shares; 2025Q1: 6,470 shares; 2025Q2: 6,470 shares; 2025Q3: 6,616 shares; 2025Q4: 6,778 shares; 2026Q1: 7,051 shares 7,051 $2.13M 0.54% +273 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: 24,441 shares; 2024Q4: 13,093 shares; 2025Q1: 12,436 shares; 2025Q2: 12,436 shares; 2025Q3: 11,030 shares; 2025Q4: 10,986 shares; 2026Q1: 10,466 shares 10,466 $2.01M 0.51% -520 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: 4,115 shares; 2024Q4: 4,728 shares; 2025Q1: 4,787 shares; 2025Q2: 4,787 shares; 2025Q3: 5,570 shares; 2025Q4: 6,994 shares; 2026Q1: 6,401 shares 6,401 $1.99M 0.5% -593 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,043 shares; 2024Q4: 56,225 shares; 2025Q1: 49,797 shares; 2025Q2: 49,797 shares; 2025Q3: 46,904 shares; 2025Q4: 45,758 shares; 2026Q1: 42,876 shares 42,876 $1.87M 0.47% -2,882 Timeline FIDU 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: 12,386 shares; 2024Q4: 19,336 shares; 2025Q1: 18,282 shares; 2025Q2: 18,282 shares; 2025Q3: 22,611 shares; 2025Q4: 28,823 shares; 2026Q1: 21,272 shares 21,272 $1.84M 0.46% -7,551 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: 16,926 shares; 2024Q4: 16,396 shares; 2025Q1: 15,667 shares; 2025Q2: 15,667 shares; 2025Q3: 13,149 shares; 2025Q4: 9,399 shares; 2026Q1: 6,408 shares 6,408 $1.84M 0.46% -2,991 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,292 shares; 2024Q4: 1,939 shares; 2025Q1: 1,806 shares; 2025Q2: 1,806 shares; 2025Q3: 1,977 shares; 2025Q4: 2,452 shares; 2026Q1: 3,170 shares 3,170 $1.81M 0.46% +718 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: 8,784 shares; 2024Q4: 8,031 shares; 2025Q1: 8,068 shares; 2025Q2: 8,068 shares; 2025Q3: 7,288 shares; 2025Q4: 5,531 shares; 2026Q1: 4,860 shares 4,860 $1.81M 0.45% -671 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 8,523 shares; 2025Q1: 8,427 shares; 2025Q2: 8,427 shares; 2025Q3: 7,764 shares; 2025Q4: 6,777 shares; 2026Q1: 19,938 shares 19,938 $1.8M 0.45% +13,161 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,808 shares; 2024Q4: 133,918 shares; 2025Q1: 122,242 shares; 2025Q2: 122,242 shares; 2025Q3: 116,501 shares; 2025Q4: 114,520 shares; 2026Q1: 114,130 shares 114,130 $1.77M 0.44% -390 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: 6,887 shares; 2024Q4: 7,153 shares; 2025Q1: 6,943 shares; 2025Q2: 6,943 shares; 2025Q3: 6,170 shares; 2025Q4: 4,688 shares; 2026Q1: 5,058 shares 5,058 $1.73M 0.44% +370 Timeline FDIS 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: 6,233 shares; 2024Q4: 12,779 shares; 2025Q1: 12,080 shares; 2025Q2: 12,080 shares; 2025Q3: 15,454 shares; 2025Q4: 19,933 shares; 2026Q1: 18,510 shares 18,510 $1.73M 0.43% -1,423 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: 2,973 shares; 2024Q4: 3,183 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,169 shares; 2025Q4: 3,536 shares; 2026Q1: 3,434 shares 3,434 $1.72M 0.43% -102 Timeline MDYG 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: 7,695 shares; 2024Q4: 11,635 shares; 2025Q1: 11,512 shares; 2025Q2: 11,512 shares; 2025Q3: 17,200 shares; 2025Q4: 24,162 shares; 2026Q1: 17,489 shares 17,489 $1.68M 0.42% -6,673 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: 7,390 shares; 2024Q4: 5,484 shares; 2025Q1: 5,581 shares; 2025Q2: 5,581 shares; 2025Q3: 5,051 shares; 2025Q4: 4,907 shares; 2026Q1: 2,554 shares 2,554 $1.67M 0.42% -2,353 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: 1,479 shares; 2024Q4: 1,417 shares; 2025Q1: 1,374 shares; 2025Q2: 1,374 shares; 2025Q3: 1,071 shares; 2025Q4: 903 shares; 2026Q1: 3,692 shares 3,692 $1.6M 0.4% +2,789 Timeline FMAT 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: 11,105 shares; 2024Q4: 24,178 shares; 2025Q1: 22,497 shares; 2025Q2: 22,497 shares; 2025Q3: 26,145 shares; 2025Q4: 32,400 shares; 2026Q1: 27,682 shares 27,682 $1.6M 0.4% -4,718 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: 12,218 shares; 2024Q4: 12,251 shares; 2025Q1: 11,360 shares; 2025Q2: 11,360 shares; 2025Q3: 10,077 shares; 2025Q4: 11,246 shares; 2026Q1: 9,575 shares 9,575 $1.58M 0.4% -1,671 Timeline FHLC 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: 4,176 shares; 2025Q1: 3,685 shares; 2025Q2: 3,685 shares; 2025Q3: 3,195 shares; 2025Q4: 2,653 shares; 2026Q1: 22,188 shares 22,188 $1.56M 0.39% +19,535 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: 9,039 shares; 2024Q4: 10,299 shares; 2025Q1: 10,553 shares; 2025Q2: 10,553 shares; 2025Q3: 11,286 shares; 2025Q4: 10,207 shares; 2026Q1: 7,528 shares 7,528 $1.53M 0.39% -2,679 Timeline FUTY 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: 9,279 shares; 2024Q4: 14,100 shares; 2025Q1: 13,881 shares; 2025Q2: 13,881 shares; 2025Q3: 20,015 shares; 2025Q4: 27,920 shares; 2026Q1: 25,704 shares 25,704 $1.52M 0.38% -2,216 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: 3,734 shares; 2024Q4: 4,978 shares; 2025Q1: 4,857 shares; 2025Q2: 4,857 shares; 2025Q3: 6,353 shares; 2025Q4: 7,763 shares; 2026Q1: 6,087 shares 6,087 $1.49M 0.37% -1,676 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: 2,100 shares; 2024Q4: 2,542 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 3,412 shares; 2025Q4: 3,494 shares; 2026Q1: 2,934 shares 2,934 $1.41M 0.35% -560 Timeline MDYV 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: 6,169 shares; 2024Q4: 9,141 shares; 2025Q1: 8,992 shares; 2025Q2: 8,992 shares; 2025Q3: 13,487 shares; 2025Q4: 19,045 shares; 2026Q1: 16,371 shares 16,371 $1.39M 0.35% -2,674 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: 11,712 shares; 2024Q4: 13,089 shares; 2025Q1: 12,407 shares; 2025Q2: 12,407 shares; 2025Q3: 13,057 shares; 2025Q4: 9,474 shares; 2026Q1: 6,335 shares 6,335 $1.38M 0.35% -3,139 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: 5,125 shares; 2024Q4: 5,845 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 4,678 shares; 2025Q4: 4,542 shares; 2026Q1: 5,554 shares 5,554 $1.35M 0.34% +1,012 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,177 shares; 2024Q4: 5,617 shares; 2025Q1: 5,777 shares; 2025Q2: 5,777 shares; 2025Q3: 5,041 shares; 2025Q4: 4,882 shares; 2026Q1: 5,322 shares 5,322 $1.32M 0.33% +440 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: 3,053 shares; 2024Q4: 5,927 shares; 2025Q1: 5,481 shares; 2025Q2: 5,481 shares; 2025Q3: 6,257 shares; 2025Q4: 7,288 shares; 2026Q1: 4,441 shares 4,441 $1.31M 0.33% -2,847 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,575 shares; 2024Q4: 57,418 shares; 2025Q1: 52,634 shares; 2025Q2: 52,634 shares; 2025Q3: 48,869 shares; 2025Q4: 46,053 shares; 2026Q1: 40,656 shares 40,656 $1.3M 0.33% -5,397 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: 11,076 shares; 2024Q4: 11,787 shares; 2025Q1: 12,751 shares; 2025Q2: 12,751 shares; 2025Q3: 8,849 shares; 2025Q4: 7,691 shares; 2026Q1: 3,251 shares 3,251 $1.27M 0.32% -4,440 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: 23,198 shares; 2024Q4: 23,552 shares; 2025Q1: 24,421 shares; 2025Q2: 24,421 shares; 2025Q3: 23,935 shares; 2025Q4: 24,393 shares; 2026Q1: 45,251 shares 45,251 $1.27M 0.32% +20,858 Timeline BILZ 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: 33,447 shares; 2024Q4: 41,090 shares; 2025Q1: 41,907 shares; 2025Q2: 41,907 shares; 2025Q3: 38,073 shares; 2025Q4: 37,516 shares; 2026Q1: 12,437 shares 12,437 $1.26M 0.32% -25,079 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: 28,975 shares; 2024Q4: 30,787 shares; 2025Q1: 31,884 shares; 2025Q2: 31,884 shares; 2025Q3: 31,668 shares; 2025Q4: 36,879 shares; 2026Q1: 24,253 shares 24,253 $1.22M 0.31% -12,626 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: 4,842 shares; 2024Q4: 7,070 shares; 2025Q1: 6,957 shares; 2025Q2: 6,957 shares; 2025Q3: 9,462 shares; 2025Q4: 13,265 shares; 2026Q1: 8,341 shares 8,341 $1.2M 0.3% -4,924 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,085 shares; 2024Q4: 22,547 shares; 2025Q1: 20,050 shares; 2025Q2: 20,050 shares; 2025Q3: 19,020 shares; 2025Q4: 18,159 shares; 2026Q1: 17,603 shares 17,603 $1.2M 0.3% -556 Timeline JANZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 12,986 shares; 2025Q4: 12,393 shares; 2026Q1: 32,392 shares 32,392 $1.19M 0.3% +19,999 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: 2,891 shares; 2024Q4: 2,959 shares; 2025Q1: 2,875 shares; 2025Q2: 2,875 shares; 2025Q3: 3,012 shares; 2025Q4: 2,965 shares; 2026Q1: 5,937 shares 5,937 $1.18M 0.3% +2,972 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 15,775 shares 15,775 $1.15M 0.29% +15,767 Timeline MDIV 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: 79,434 shares; 2024Q4: 78,863 shares; 2025Q1: 72,300 shares; 2025Q2: 72,300 shares; 2025Q3: 69,343 shares; 2025Q4: 69,535 shares; 2026Q1: 69,906 shares 69,906 $1.13M 0.28% +371 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: 4,179 shares; 2024Q4: 4,294 shares; 2025Q1: 4,192 shares; 2025Q2: 4,192 shares; 2025Q3: 4,660 shares; 2025Q4: 5,280 shares; 2026Q1: 3,369 shares 3,369 $1.11M 0.28% -1,911 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,748 shares; 2024Q4: 20,137 shares; 2025Q1: 17,982 shares; 2025Q2: 17,982 shares; 2025Q3: 15,164 shares; 2025Q4: 15,076 shares; 2026Q1: 22,759 shares 22,759 $1.11M 0.28% +7,683 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: 15,168 shares; 2024Q4: 17,634 shares; 2025Q1: 18,080 shares; 2025Q2: 18,080 shares; 2025Q3: 15,858 shares; 2025Q4: 16,106 shares; 2026Q1: 17,696 shares 17,696 $1.09M 0.28% +1,590 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,050 shares; 2024Q4: 13,603 shares; 2025Q1: 14,896 shares; 2025Q2: 14,896 shares; 2025Q3: 17,609 shares; 2025Q4: 22,233 shares; 2026Q1: 13,454 shares 13,454 $1.08M 0.27% -8,779 Timeline DECZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 30,479 shares; 2025Q4: 29,359 shares; 2026Q1: 27,738 shares 27,738 $1.08M 0.27% -1,621 Timeline SPBO 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: 28,807 shares; 2024Q4: 61,721 shares; 2025Q1: 54,287 shares; 2025Q2: 54,287 shares; 2025Q3: 45,960 shares; 2025Q4: 43,804 shares; 2026Q1: 36,880 shares 36,880 $1.07M 0.27% -6,924 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,853 shares; 2024Q4: 20,034 shares; 2025Q1: 20,019 shares; 2025Q2: 20,019 shares; 2025Q3: 17,464 shares; 2025Q4: 16,783 shares; 2026Q1: 17,752 shares 17,752 $1.06M 0.27% +969 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: 23,543 shares; 2024Q4: 22,815 shares; 2025Q1: 23,481 shares; 2025Q2: 23,481 shares; 2025Q3: 21,177 shares; 2025Q4: 21,544 shares; 2026Q1: 20,198 shares 20,198 $1.05M 0.26% -1,346 Timeline PAYM ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,662 shares 47,662 $1.05M 0.26% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,664 shares; 2025Q1: 1,571 shares; 2025Q2: 1,571 shares; 2025Q3: 1,407 shares; 2025Q4: 1,199 shares; 2026Q1: 2,960 shares 2,960 $1.04M 0.26% +1,761 Timeline ILTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,961 shares; 2024Q4: 33,823 shares; 2025Q1: 30,023 shares; 2025Q2: 30,023 shares; 2025Q3: 25,499 shares; 2025Q4: 24,291 shares; 2026Q1: 21,108 shares 21,108 $1.03M 0.26% -3,183 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,710 shares; 2024Q4: 50,470 shares; 2025Q1: 45,761 shares; 2025Q2: 45,761 shares; 2025Q3: 39,274 shares; 2025Q4: 39,468 shares; 2026Q1: 35,366 shares 35,366 $1.03M 0.26% -4,102 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: 7,263 shares; 2024Q4: 9,336 shares; 2025Q1: 9,066 shares; 2025Q2: 9,066 shares; 2025Q3: 12,499 shares; 2025Q4: 15,820 shares; 2026Q1: 13,120 shares 13,120 $1.02M 0.26% -2,700 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,309 shares; 2024Q4: 50,725 shares; 2025Q1: 52,607 shares; 2025Q2: 52,607 shares; 2025Q3: 47,143 shares; 2025Q4: 47,932 shares; 2026Q1: 50,403 shares 50,403 $1.01M 0.25% +2,471 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: 69,237 shares; 2024Q4: 72,505 shares; 2025Q1: 79,404 shares; 2025Q2: 79,404 shares; 2025Q3: 71,399 shares; 2025Q4: 71,964 shares; 2026Q1: 87,441 shares 87,441 $1.01M 0.25% +15,477 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,635 shares; 2024Q4: 68,876 shares; 2025Q1: 61,040 shares; 2025Q2: 61,040 shares; 2025Q3: 51,317 shares; 2025Q4: 49,395 shares; 2026Q1: 42,952 shares 42,952 $984K 0.25% -6,443 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 8,920 shares; 2025Q1: 9,419 shares; 2025Q2: 9,419 shares; 2025Q3: 9,055 shares; 2025Q4: 9,662 shares; 2026Q1: 9,910 shares 9,910 $968K 0.24% +248 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: 8,335 shares; 2024Q4: 9,217 shares; 2025Q1: 9,153 shares; 2025Q2: 9,153 shares; 2025Q3: 10,890 shares; 2025Q4: 12,522 shares; 2026Q1: 6,172 shares 6,172 $958K 0.24% -6,350 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,420 shares 7,420 $944K 0.24% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,217 shares; 2024Q4: 21,164 shares; 2025Q1: 19,489 shares; 2025Q2: 19,489 shares; 2025Q3: 17,580 shares; 2025Q4: 17,107 shares; 2026Q1: 16,097 shares 16,097 $937K 0.24% -1,010 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,459 shares; 2024Q4: 9,624 shares; 2025Q1: 10,112 shares; 2025Q2: 10,112 shares; 2025Q3: 10,075 shares; 2025Q4: 17,088 shares; 2026Q1: 12,353 shares 12,353 $930K 0.23% -4,735 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL 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: 2,214 shares; 2026Q1: 35,044 shares 35,044 $915K 0.23% +32,830 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,413 shares; 2024Q4: 20,413 shares; 2025Q1: 20,413 shares; 2025Q2: 20,413 shares; 2025Q3: 20,413 shares; 2025Q4: 20,413 shares; 2026Q1: 20,413 shares 20,413 $912K 0.23% 0 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: 8,531 shares; 2024Q4: 8,252 shares; 2025Q1: 7,628 shares; 2025Q2: 7,628 shares; 2025Q3: 6,141 shares; 2025Q4: 4,800 shares; 2026Q1: 3,212 shares 3,212 $912K 0.23% -1,588 Timeline SPTL 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: 44,310 shares; 2024Q4: 39,881 shares; 2025Q1: 36,814 shares; 2025Q2: 36,814 shares; 2025Q3: 34,841 shares; 2025Q4: 35,309 shares; 2026Q1: 34,153 shares 34,153 $898K 0.23% -1,156 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: 9,073 shares; 2024Q4: 10,039 shares; 2025Q1: 10,512 shares; 2025Q2: 10,512 shares; 2025Q3: 11,008 shares; 2025Q4: 12,839 shares; 2026Q1: 4,304 shares 4,304 $890K 0.22% -8,535 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: 15,055 shares; 2024Q4: 5,526 shares; 2025Q1: 5,739 shares; 2025Q2: 5,739 shares; 2025Q3: 7,284 shares; 2025Q4: 7,746 shares; 2026Q1: 7,969 shares 7,969 $883K 0.22% +223 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,911 shares; 2024Q4: 57,005 shares; 2025Q1: 57,313 shares; 2025Q2: 57,313 shares; 2025Q3: 50,896 shares; 2025Q4: 52,123 shares; 2026Q1: 56,444 shares 56,444 $883K 0.22% +4,321 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,008 shares; 2024Q4: 17,629 shares; 2025Q1: 18,124 shares; 2025Q2: 18,124 shares; 2025Q3: 16,565 shares; 2025Q4: 16,982 shares; 2026Q1: 19,134 shares 19,134 $880K 0.22% +2,152 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: 1,581 shares; 2024Q4: 1,609 shares; 2025Q1: 1,652 shares; 2025Q2: 1,652 shares; 2025Q3: 2,048 shares; 2025Q4: 2,614 shares; 2026Q1: 2,714 shares 2,714 $871K 0.22% +100 Timeline FTQI 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: 47,902 shares; 2024Q4: 47,832 shares; 2025Q1: 44,703 shares; 2025Q2: 44,703 shares; 2025Q3: 42,701 shares; 2025Q4: 42,414 shares; 2026Q1: 43,669 shares 43,669 $870K 0.22% +1,255 Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,989 shares; 2024Q4: 17,721 shares; 2025Q1: 18,341 shares; 2025Q2: 18,341 shares; 2025Q3: 15,971 shares; 2025Q4: 15,304 shares; 2026Q1: 23,631 shares 23,631 $859K 0.22% +8,327 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: 1,554 shares; 2024Q4: 1,440 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares; 2025Q3: 1,233 shares; 2025Q4: 1,110 shares; 2026Q1: 862 shares 862 $859K 0.22% -248 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,070 shares; 2024Q4: 11,905 shares; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares; 2025Q3: 9,738 shares; 2025Q4: 9,265 shares; 2026Q1: 9,070 shares 9,070 $850K 0.21% -195 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: 2,520 shares; 2024Q4: 2,507 shares; 2025Q1: 2,714 shares; 2025Q2: 2,714 shares; 2025Q3: not reported; 2025Q4: 1,771 shares; 2026Q1: 6,815 shares 6,815 $847K 0.21% +5,044 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: 7,986 shares; 2024Q4: 7,958 shares; 2025Q1: 8,179 shares; 2025Q2: 8,179 shares; 2025Q3: 7,168 shares; 2025Q4: 7,090 shares; 2026Q1: 6,448 shares 6,448 $845K 0.21% -642 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: 2,587 shares; 2024Q4: 3,098 shares; 2025Q1: 3,147 shares; 2025Q2: 3,147 shares; 2025Q3: 3,785 shares; 2025Q4: 5,470 shares; 2026Q1: 3,434 shares 3,434 $835K 0.21% -2,036 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: 13,655 shares; 2024Q4: 11,852 shares; 2025Q1: 10,937 shares; 2025Q2: 10,937 shares; 2025Q3: 8,065 shares; 2025Q4: 7,790 shares; 2026Q1: 7,324 shares 7,324 $828K 0.21% -466 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,744 shares; 2024Q4: 19,108 shares; 2025Q1: 19,812 shares; 2025Q2: 19,812 shares; 2025Q3: 17,875 shares; 2025Q4: 18,468 shares; 2026Q1: 17,799 shares 17,799 $827K 0.21% -669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,342 shares; 2026Q1: 10,279 shares 10,279 $818K 0.21% +7,937 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: 13,239 shares; 2024Q4: 13,000 shares; 2025Q1: 13,157 shares; 2025Q2: 13,157 shares; 2025Q3: 10,838 shares; 2025Q4: 11,326 shares; 2026Q1: 12,186 shares 12,186 $804K 0.2% +860 Timeline SDVY 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: 39,354 shares; 2024Q4: 24,167 shares; 2025Q1: 22,530 shares; 2025Q2: 22,530 shares; 2025Q3: 20,729 shares; 2025Q4: 20,479 shares; 2026Q1: 20,009 shares 20,009 $789K 0.2% -470 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: 3,948 shares; 2024Q4: 3,943 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,616 shares; 2025Q4: 3,531 shares; 2026Q1: 3,465 shares 3,465 $783K 0.2% -66 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 12,463 shares; 2025Q1: 12,819 shares; 2025Q2: 12,819 shares; 2025Q3: 11,324 shares; 2025Q4: 11,759 shares; 2026Q1: 9,901 shares 9,901 $768K 0.19% -1,858 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,441 shares; 2024Q4: 15,372 shares; 2025Q1: 16,125 shares; 2025Q2: 16,125 shares; 2025Q3: 14,572 shares; 2025Q4: 14,999 shares; 2026Q1: 15,098 shares 15,098 $765K 0.19% +99 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: 1,909 shares; 2024Q4: 2,472 shares; 2025Q1: 2,334 shares; 2025Q2: 2,334 shares; 2025Q3: 3,260 shares; 2025Q4: 4,137 shares; 2026Q1: 4,088 shares 4,088 $763K 0.19% -49 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,889 shares; 2024Q4: 21,755 shares; 2025Q1: 21,946 shares; 2025Q2: 21,946 shares; 2025Q3: 18,893 shares; 2025Q4: 19,500 shares; 2026Q1: 15,180 shares 15,180 $744K 0.19% -4,320 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34 shares; 2026Q1: 2,184 shares 2,184 $738K 0.19% +2,150 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: 7,783 shares; 2024Q4: 7,826 shares; 2025Q1: 7,381 shares; 2025Q2: 7,381 shares; 2025Q3: 6,520 shares; 2025Q4: 5,990 shares; 2026Q1: 7,979 shares 7,979 $735K 0.18% +1,989 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,523 shares; 2024Q4: 10,416 shares; 2025Q1: 13,182 shares; 2025Q2: 13,182 shares; 2025Q3: 13,121 shares; 2025Q4: 14,089 shares; 2026Q1: 9,984 shares 9,984 $731K 0.18% -4,105 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 163 shares; 2026Q1: 10,008 shares 10,008 $719K 0.18% +9,845 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 314 shares; 2026Q1: 4,884 shares 4,884 $718K 0.18% +4,570 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,292 shares 10,292 $713K 0.18% new 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: 801 shares; 2024Q4: 1,151 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 2,655 shares; 2025Q4: 3,846 shares; 2026Q1: 2,630 shares 2,630 $712K 0.18% -1,216 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: 1,364 shares; 2024Q4: 2,022 shares; 2025Q1: 1,833 shares; 2025Q2: 1,833 shares; 2025Q3: 1,610 shares; 2025Q4: 1,324 shares; 2026Q1: 765 shares 765 $704K 0.18% -559 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,917 shares; 2024Q4: 9,633 shares; 2025Q1: 9,968 shares; 2025Q2: 9,968 shares; 2025Q3: 10,581 shares; 2025Q4: 11,731 shares; 2026Q1: 7,759 shares 7,759 $701K 0.18% -3,972 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,016 shares; 2024Q4: 8,977 shares; 2025Q1: 9,372 shares; 2025Q2: 9,372 shares; 2025Q3: 8,690 shares; 2025Q4: 9,100 shares; 2026Q1: 7,659 shares 7,659 $690K 0.17% -1,441 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: 7,204 shares; 2024Q4: 7,080 shares; 2025Q1: 6,800 shares; 2025Q2: 6,800 shares; 2025Q3: 5,816 shares; 2025Q4: 6,002 shares; 2026Q1: 5,942 shares 5,942 $688K 0.17% -60 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: 24,489 shares; 2024Q4: 23,294 shares; 2025Q1: 24,044 shares; 2025Q2: 24,044 shares; 2025Q3: 23,248 shares; 2025Q4: 27,214 shares; 2026Q1: 18,859 shares 18,859 $673K 0.17% -8,355 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,367 shares; 2024Q4: 17,068 shares; 2025Q1: 17,266 shares; 2025Q2: 17,266 shares; 2025Q3: 14,946 shares; 2025Q4: 15,554 shares; 2026Q1: 13,913 shares 13,913 $667K 0.17% -1,641 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,167 shares; 2024Q4: 21,814 shares; 2025Q1: 22,285 shares; 2025Q2: 22,285 shares; 2025Q3: 19,058 shares; 2025Q4: 19,780 shares; 2026Q1: 17,148 shares 17,148 $655K 0.16% -2,632 Timeline FDD 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: 55,797 shares; 2024Q4: 55,912 shares; 2025Q1: 49,419 shares; 2025Q2: 49,419 shares; 2025Q3: 43,749 shares; 2025Q4: 41,507 shares; 2026Q1: 36,716 shares 36,716 $654K 0.16% -4,791 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 774 shares; 2026Q1: 6,141 shares 6,141 $649K 0.16% +5,367 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: 2,066 shares; 2024Q4: 2,193 shares; 2025Q1: 2,149 shares; 2025Q2: 2,149 shares; 2025Q3: 1,916 shares; 2025Q4: 1,718 shares; 2026Q1: 1,967 shares 1,967 $643K 0.16% +249 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,530 shares; 2024Q4: 2,212 shares; 2025Q1: 2,158 shares; 2025Q2: 2,158 shares; 2025Q3: 2,823 shares; 2025Q4: 3,751 shares; 2026Q1: 2,209 shares 2,209 $641K 0.16% -1,542 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: 8,312 shares; 2024Q4: 9,291 shares; 2025Q1: 8,998 shares; 2025Q2: 8,998 shares; 2025Q3: 8,530 shares; 2025Q4: 7,406 shares; 2026Q1: 6,617 shares 6,617 $638K 0.16% -789 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,471 shares; 2025Q1: 5,628 shares; 2025Q2: 5,628 shares; 2025Q3: 4,955 shares; 2025Q4: 5,145 shares; 2026Q1: 4,313 shares 4,313 $631K 0.16% -832 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 3,546 shares; 2025Q1: 3,494 shares; 2025Q2: 3,494 shares; 2025Q3: 5,213 shares; 2025Q4: 7,618 shares; 2026Q1: 7,441 shares 7,441 $630K 0.16% -177 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,192 shares 6,192 $624K 0.16% new 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: 12,907 shares; 2024Q4: 2,517 shares; 2025Q1: 2,436 shares; 2025Q2: 2,436 shares; 2025Q3: 2,344 shares; 2025Q4: 4,636 shares; 2026Q1: 4,636 shares 4,636 $616K 0.16% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,336 shares; 2024Q4: 13,761 shares; 2025Q1: 10,584 shares; 2025Q2: 10,584 shares; 2025Q3: 9,340 shares; 2025Q4: 9,199 shares; 2026Q1: 6,119 shares 6,119 $616K 0.16% -3,080 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: 1,873 shares; 2024Q4: 1,872 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares; 2025Q3: 1,537 shares; 2025Q4: 1,308 shares; 2026Q1: 1,414 shares 1,414 $601K 0.15% +106 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,610 shares; 2024Q4: 24,225 shares; 2025Q1: 21,965 shares; 2025Q2: 21,965 shares; 2025Q3: 18,432 shares; 2025Q4: 18,355 shares; 2026Q1: 14,423 shares 14,423 $599K 0.15% -3,932 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,758 shares; 2024Q4: 4,021 shares; 2025Q1: 3,871 shares; 2025Q2: 3,871 shares; 2025Q3: 3,365 shares; 2025Q4: 3,038 shares; 2026Q1: 3,462 shares 3,462 $598K 0.15% +424 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,562 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,342 shares; 2025Q4: 1,107 shares; 2026Q1: 1,209 shares 1,209 $594K 0.15% +102 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,169 shares; 2024Q4: 6,548 shares; 2025Q1: 6,066 shares; 2025Q2: 6,066 shares; 2025Q3: 5,246 shares; 2025Q4: 4,170 shares; 2026Q1: 3,254 shares 3,254 $593K 0.15% -916 Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 229 shares; 2026Q1: 9,169 shares 9,169 $589K 0.15% +8,940 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,817 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 2,492 shares; 2025Q4: 2,458 shares; 2026Q1: 2,430 shares 2,430 $583K 0.15% -28 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,145 shares; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares; 2025Q3: 962 shares; 2025Q4: 4,139 shares; 2026Q1: 5,571 shares 5,571 $582K 0.15% +1,432 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,154 shares 15,154 $578K 0.15% new 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: 11,670 shares; 2024Q4: 11,281 shares; 2025Q1: 11,760 shares; 2025Q2: 11,760 shares; 2025Q3: 10,733 shares; 2025Q4: 11,296 shares; 2026Q1: 7,088 shares 7,088 $574K 0.14% -4,208 Timeline JULU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,036 shares 20,036 $572K 0.14% new 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: 5,363 shares; 2025Q1: 6,323 shares; 2025Q2: 6,323 shares; 2025Q3: 6,323 shares; 2025Q4: 6,323 shares; 2026Q1: 6,323 shares 6,323 $548K 0.14% 0 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: 9,259 shares; 2024Q4: 8,706 shares; 2025Q1: 6,499 shares; 2025Q2: 6,499 shares; 2025Q3: 5,859 shares; 2025Q4: 5,881 shares; 2026Q1: 5,881 shares 5,881 $547K 0.14% 0 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: 9,970 shares; 2024Q4: 3,069 shares; 2025Q1: 3,165 shares; 2025Q2: 3,165 shares; 2025Q3: 3,130 shares; 2025Q4: 3,333 shares; 2026Q1: 3,377 shares 3,377 $546K 0.14% +44 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,855 shares; 2025Q1: 4,843 shares; 2025Q2: 4,843 shares; 2025Q3: 5,077 shares; 2025Q4: 4,696 shares; 2026Q1: 5,453 shares 5,453 $536K 0.14% +757 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 18,681 shares 18,681 $536K 0.13% +18,054 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,137 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 2,670 shares; 2025Q4: 2,626 shares; 2026Q1: 2,534 shares 2,534 $535K 0.13% -92 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: 7,827 shares; 2024Q4: 10,152 shares; 2025Q1: 9,874 shares; 2025Q2: 9,874 shares; 2025Q3: 13,122 shares; 2025Q4: 16,551 shares; 2026Q1: 10,916 shares 10,916 $532K 0.13% -5,635 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,573 shares; 2024Q4: 2,559 shares; 2025Q1: 2,513 shares; 2025Q2: 2,513 shares; 2025Q3: 2,206 shares; 2025Q4: 2,193 shares; 2026Q1: 2,227 shares 2,227 $526K 0.13% +34 Timeline OCTZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,731 shares 12,731 $523K 0.13% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,759 shares; 2024Q4: 59,388 shares; 2025Q1: 58,396 shares; 2025Q2: 58,396 shares; 2025Q3: 56,830 shares; 2025Q4: 51,629 shares; 2026Q1: 59,924 shares 59,924 $523K 0.13% +8,295 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 5,570 shares 5,570 $517K 0.13% +5,083 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,145 shares 20,145 $517K 0.13% new Timeline SPUC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,636 shares 11,636 $514K 0.13% new 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: 4,185 shares 4,185 $514K 0.13% new Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,883 shares 12,883 $509K 0.13% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,831 shares; 2024Q4: 19,908 shares; 2025Q1: 19,547 shares; 2025Q2: 19,547 shares; 2025Q3: 16,849 shares; 2025Q4: 11,384 shares; 2026Q1: 4,663 shares 4,663 $505K 0.13% -6,721 Timeline LEN LENNAR CORP More: the full row for LENNAR 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: 9 shares; 2026Q1: 5,717 shares 5,717 $496K 0.12% +5,708 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: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares 4,520 $496K 0.12% 0 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: 3,887 shares; 2024Q4: 3,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: 2,532 shares 2,532 $480K 0.12% +2,530 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 207 shares; 2026Q1: 3,277 shares 3,277 $479K 0.12% +3,070 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,828 shares 8,828 $473K 0.12% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1,593 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares; 2025Q3: 1,312 shares; 2025Q4: 1,075 shares; 2026Q1: 1,025 shares 1,025 $473K 0.12% -50 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS 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: 29,978 shares 29,978 $471K 0.12% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,407 shares; 2026Q1: 7,592 shares 7,592 $460K 0.12% +4,185 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: 3,038 shares; 2024Q4: 3,925 shares; 2025Q1: 3,805 shares; 2025Q2: 3,805 shares; 2025Q3: 4,897 shares; 2025Q4: 6,436 shares; 2026Q1: 1,890 shares 1,890 $459K 0.12% -4,546 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,752 shares; 2024Q4: 19,905 shares; 2025Q1: 23,578 shares; 2025Q2: 23,578 shares; 2025Q3: 24,302 shares; 2025Q4: 27,382 shares; 2026Q1: 23,720 shares 23,720 $456K 0.11% -3,662 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 4,015 shares 4,015 $455K 0.11% +3,948 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: 3,102 shares; 2025Q4: 7,099 shares; 2026Q1: 7,322 shares 7,322 $449K 0.11% +223 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,599 shares; 2024Q4: not reported; 2025Q1: 10,507 shares; 2025Q2: 10,507 shares; 2025Q3: 19,482 shares; 2025Q4: 19,081 shares; 2026Q1: 17,977 shares 17,977 $445K 0.11% -1,104 Timeline QQQM 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: 59 shares; 2026Q1: 1,840 shares 1,840 $437K 0.11% +1,781 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: 2,441 shares; 2026Q1: 2,814 shares 2,814 $431K 0.11% +373 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: 1,100 shares; 2024Q4: 1,119 shares; 2025Q1: 1,110 shares; 2025Q2: 1,110 shares; 2025Q3: 997 shares; 2025Q4: 795 shares; 2026Q1: 707 shares 707 $427K 0.11% -88 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,436 shares; 2024Q4: 5,757 shares; 2025Q1: 5,347 shares; 2025Q2: 5,347 shares; 2025Q3: 3,999 shares; 2025Q4: 4,052 shares; 2026Q1: 3,782 shares 3,782 $421K 0.11% -270 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: 5,532 shares; 2024Q4: 5,093 shares; 2025Q1: 4,806 shares; 2025Q2: 4,806 shares; 2025Q3: 5,925 shares; 2025Q4: 5,819 shares; 2026Q1: 5,298 shares 5,298 $417K 0.1% -521 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5,218 shares; 2025Q1: 5,087 shares; 2025Q2: 5,087 shares; 2025Q3: 4,515 shares; 2025Q4: 3,596 shares; 2026Q1: 2,908 shares 2,908 $397K 0.1% -688 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,801 shares; 2024Q4: 5,801 shares; 2025Q1: 5,801 shares; 2025Q2: 5,801 shares; 2025Q3: 5,801 shares; 2025Q4: 5,801 shares; 2026Q1: 5,801 shares 5,801 $390K 0.1% 0 Timeline CMBS 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: 5,288 shares; 2024Q4: 12,812 shares; 2025Q1: 11,192 shares; 2025Q2: 11,192 shares; 2025Q3: 9,395 shares; 2025Q4: 8,887 shares; 2026Q1: 7,933 shares 7,933 $387K 0.1% -954 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 2,313 shares 2,313 $381K 0.1% +2,125 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: 8,896 shares; 2024Q4: 11,267 shares; 2025Q1: 11,109 shares; 2025Q2: 11,109 shares; 2025Q3: 9,673 shares; 2025Q4: 9,673 shares; 2026Q1: 2,823 shares 2,823 $370K 0.09% -6,850 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: 1,472 shares; 2024Q4: 1,464 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,267 shares; 2025Q4: 1,228 shares; 2026Q1: 1,208 shares 1,208 $365K 0.09% -20 Timeline HIGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,497 shares; 2025Q1: 167,504 shares; 2025Q2: 167,504 shares; 2025Q3: 348,295 shares; 2025Q4: 420,805 shares; 2026Q1: 16,746 shares 16,746 $357K 0.09% -404,059 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,301 shares; 2024Q4: 1,395 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,388 shares; 2025Q4: 1,184 shares; 2026Q1: 1,407 shares 1,407 $353K 0.09% +223 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: 18,729 shares; 2024Q4: 2,621 shares; 2025Q1: 2,395 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,359 shares; 2026Q1: 2,361 shares 2,361 $346K 0.09% +2 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 2,686 shares; 2025Q1: 2,686 shares; 2025Q2: 2,686 shares; 2025Q3: 2,686 shares; 2025Q4: 2,686 shares; 2026Q1: 2,686 shares 2,686 $344K 0.09% 0 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: 2,924 shares; 2024Q4: 2,926 shares; 2025Q1: 2,810 shares; 2025Q2: 2,810 shares; 2025Q3: 2,696 shares; 2025Q4: 2,705 shares; 2026Q1: 2,708 shares 2,708 $337K 0.08% +3 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: 3,260 shares; 2024Q4: 3,303 shares; 2025Q1: 3,214 shares; 2025Q2: 3,214 shares; 2025Q3: 2,843 shares; 2025Q4: 2,289 shares; 2026Q1: 1,847 shares 1,847 $332K 0.08% -442 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: 828 shares; 2024Q4: 828 shares; 2025Q1: 832 shares; 2025Q2: 832 shares; 2025Q3: 554 shares; 2025Q4: 554 shares; 2026Q1: 506 shares 506 $329K 0.08% -48 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,123 shares; 2025Q1: 1,068 shares; 2025Q2: 1,068 shares; 2025Q3: 1,074 shares; 2025Q4: 1,022 shares; 2026Q1: 1,026 shares 1,026 $326K 0.08% +4 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 15,904 shares; 2025Q1: 15,557 shares; 2025Q2: 15,557 shares; 2025Q3: 13,448 shares; 2025Q4: 13,256 shares; 2026Q1: 2,856 shares 2,856 $321K 0.08% -10,400 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 1,971 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 1,478 shares; 2025Q4: 1,175 shares; 2026Q1: 1,465 shares 1,465 $315K 0.08% +290 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,822 shares; 2024Q4: 15,487 shares; 2025Q1: 15,457 shares; 2025Q2: 15,457 shares; 2025Q3: 14,218 shares; 2025Q4: 14,991 shares; 2026Q1: 6,728 shares 6,728 $312K 0.08% -8,263 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,951 shares; 2024Q4: 2,749 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares; 2025Q3: 4,469 shares; 2025Q4: 7,088 shares; 2026Q1: 2,468 shares 2,468 $311K 0.08% -4,620 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,838 shares; 2024Q4: 13,712 shares; 2025Q1: 10,941 shares; 2025Q2: 10,941 shares; 2025Q3: 9,601 shares; 2025Q4: 9,459 shares; 2026Q1: 6,207 shares 6,207 $310K 0.08% -3,252 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,314 shares; 2024Q4: 3,336 shares; 2025Q1: 3,336 shares; 2025Q2: 3,336 shares; 2025Q3: 3,336 shares; 2025Q4: 3,336 shares; 2026Q1: 3,336 shares 3,336 $309K 0.08% 0 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: 4,705 shares; 2024Q4: 1,928 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,704 shares; 2025Q4: 1,604 shares; 2026Q1: 1,604 shares 1,604 $308K 0.08% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,262 shares; 2025Q1: 1,999 shares; 2025Q2: 1,999 shares; 2025Q3: 1,759 shares; 2025Q4: 1,621 shares; 2026Q1: 1,585 shares 1,585 $306K 0.08% -36 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,848 shares; 2026Q1: 6,025 shares 6,025 $301K 0.08% +1,177 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,038 shares; 2024Q4: 25,637 shares; 2025Q1: 19,865 shares; 2025Q2: 19,865 shares; 2025Q3: 17,581 shares; 2025Q4: 17,343 shares; 2026Q1: 11,507 shares 11,507 $295K 0.07% -5,836 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: 7,358 shares; 2024Q4: 10,012 shares; 2025Q1: 10,878 shares; 2025Q2: 10,878 shares; 2025Q3: 13,700 shares; 2025Q4: 15,864 shares; 2026Q1: 2,440 shares 2,440 $293K 0.07% -13,424 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,637 shares; 2024Q4: 3,954 shares; 2025Q1: 3,776 shares; 2025Q2: 3,776 shares; 2025Q3: 2,823 shares; 2025Q4: 2,811 shares; 2026Q1: 3,040 shares 3,040 $289K 0.07% +229 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: 7,820 shares; 2024Q4: 1,366 shares; 2025Q1: 1,314 shares; 2025Q2: 1,314 shares; 2025Q3: 1,316 shares; 2025Q4: 2,548 shares; 2026Q1: 2,548 shares 2,548 $278K 0.07% 0 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: 2,386 shares; 2024Q4: 2,081 shares; 2025Q1: 1,914 shares; 2025Q2: 1,914 shares; 2025Q3: 1,713 shares; 2025Q4: 1,665 shares; 2026Q1: 1,478 shares 1,478 $268K 0.07% -187 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: 23,217 shares; 2024Q4: 8,117 shares; 2025Q1: 8,008 shares; 2025Q2: 8,008 shares; 2025Q3: 5,629 shares; 2025Q4: 5,349 shares; 2026Q1: 5,349 shares 5,349 $264K 0.07% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,114 shares; 2024Q4: not reported; 2025Q1: 7,270 shares; 2025Q2: 7,270 shares; 2025Q3: 6,140 shares; 2025Q4: 6,140 shares; 2026Q1: 5,917 shares 5,917 $264K 0.07% -223 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,102 shares; 2024Q4: 29,436 shares; 2025Q1: 29,290 shares; 2025Q2: 29,290 shares; 2025Q3: 26,552 shares; 2025Q4: 27,007 shares; 2026Q1: 5,652 shares 5,652 $264K 0.07% -21,355 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,735 shares; 2025Q4: 7,431 shares; 2026Q1: 7,234 shares 7,234 $262K 0.07% -197 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,742 shares; 2024Q4: 5,396 shares; 2025Q1: 5,350 shares; 2025Q2: 5,350 shares; 2025Q3: 5,360 shares; 2025Q4: 5,028 shares; 2026Q1: 5,056 shares 5,056 $257K 0.06% +28 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: 3,656 shares; 2024Q4: 4,143 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,670 shares; 2025Q4: 3,688 shares; 2026Q1: 3,696 shares 3,696 $250K 0.06% +8 Timeline RIGS 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: 273,868 shares; 2024Q4: 17,512 shares; 2025Q1: 13,875 shares; 2025Q2: 13,875 shares; 2025Q3: 12,943 shares; 2025Q4: 12,855 shares; 2026Q1: 10,713 shares 10,713 $245K 0.06% -2,142 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 5,108 shares; 2025Q1: 4,760 shares; 2025Q2: 4,760 shares; 2025Q3: 4,501 shares; 2025Q4: 4,537 shares; 2026Q1: 4,209 shares 4,209 $219K 0.06% -328 Timeline FREL 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: 9,675 shares; 2024Q4: 24,421 shares; 2025Q1: 23,249 shares; 2025Q2: 23,249 shares; 2025Q3: 29,755 shares; 2025Q4: 39,305 shares; 2026Q1: 8,050 shares 8,050 $217K 0.05% -31,255 Timeline FNCL 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: 4,771 shares; 2025Q1: 4,167 shares; 2025Q2: 4,167 shares; 2025Q3: 3,519 shares; 2025Q4: 3,142 shares; 2026Q1: 2,945 shares 2,945 $207K 0.05% -197 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,933 shares; 2026Q1: 5,060 shares 5,060 $207K 0.05% +2,127 Timeline QQQH 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: 4,021 shares; 2025Q4: 4,021 shares; 2026Q1: 4,021 shares 4,021 $206K 0.05% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,287 shares; 2026Q1: 2,129 shares 2,129 $197K 0.05% -158 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,667 shares; 2026Q1: 1,667 shares 1,667 $188K 0.05% 0 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,426 shares 3,426 $188K 0.05% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,953 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: not reported; 2025Q4: 2,578 shares; 2026Q1: 2,532 shares 2,532 $183K 0.05% -46 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,014 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 560 shares 560 $178K 0.04% -119 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 842 shares; 2026Q1: 907 shares 907 $176K 0.04% +65 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 270 shares; 2026Q1: 803 shares 803 $172K 0.04% +533 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,875 shares; 2025Q1: 1,613 shares; 2025Q2: 1,613 shares; 2025Q3: 1,346 shares; 2025Q4: 1,285 shares; 2026Q1: 1,082 shares 1,082 $170K 0.04% -203 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,674 shares; 2024Q4: 2,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,681 shares; 2026Q1: 1,668 shares 1,668 $161K 0.04% -13 Timeline FCOM 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: 6,772 shares; 2025Q1: 5,919 shares; 2025Q2: 5,919 shares; 2025Q3: 4,978 shares; 2025Q4: 4,147 shares; 2026Q1: 2,354 shares 2,354 $160K 0.04% -1,793 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,608 shares; 2025Q1: 9,356 shares; 2025Q2: 9,356 shares; 2025Q3: not reported; 2025Q4: 7,710 shares; 2026Q1: 6,883 shares 6,883 $159K 0.04% -827 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,081 shares; 2024Q4: 8,972 shares; 2025Q1: 9,286 shares; 2025Q2: 9,286 shares; 2025Q3: 8,777 shares; 2025Q4: 8,634 shares; 2026Q1: 2,469 shares 2,469 $158K 0.04% -6,165 Timeline TYA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,835 shares; 2024Q4: 66,530 shares; 2025Q1: 66,729 shares; 2025Q2: 66,729 shares; 2025Q3: 61,340 shares; 2025Q4: 59,575 shares; 2026Q1: 11,983 shares 11,983 $157K 0.04% -47,592 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,010 shares; 2024Q4: 9,958 shares; 2025Q1: 9,043 shares; 2025Q2: 9,043 shares; 2025Q3: not reported; 2025Q4: 7,656 shares; 2026Q1: 5,973 shares 5,973 $153K 0.04% -1,683 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,414 shares; 2025Q1: 10,524 shares; 2025Q2: 10,524 shares; 2025Q3: 14,839 shares; 2025Q4: 16,245 shares; 2026Q1: 3,452 shares 3,452 $152K 0.04% -12,793 Timeline ONEH ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,171 shares 6,171 $149K 0.04% new Timeline EMB 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: 1,617 shares; 2026Q1: 1,535 shares 1,535 $144K 0.04% -82 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,500 shares 3,500 $140K 0.04% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 753 shares; 2026Q1: 835 shares 835 $139K 0.03% +82 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: 2,555 shares; 2024Q4: 2,722 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,716 shares; 2026Q1: 2,580 shares 2,580 $136K 0.03% -136 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,531 shares; 2024Q4: 9,964 shares; 2025Q1: 10,060 shares; 2025Q2: 10,060 shares; 2025Q3: 9,544 shares; 2025Q4: 11,123 shares; 2026Q1: 1,384 shares 1,384 $134K 0.03% -9,739 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: 23,334 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608 $132K 0.03% 0 Timeline IWO 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: 2,013 shares; 2024Q4: 2,964 shares; 2025Q1: 2,918 shares; 2025Q2: 2,918 shares; 2025Q3: 4,332 shares; 2025Q4: 5,891 shares; 2026Q1: 413 shares 413 $130K 0.03% -5,478 Timeline SPSB 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: 56,939 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,490 shares; 2026Q1: 4,202 shares 4,202 $126K 0.03% -288 Timeline UCON 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: 78,209 shares; 2024Q4: 8,696 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,488 shares; 2026Q1: 5,101 shares 5,101 $126K 0.03% -387 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,896 shares; 2026Q1: 1,948 shares 1,948 $125K 0.03% +52 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,419 shares; 2026Q1: 1,405 shares 1,405 $125K 0.03% -14 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629 shares; 2026Q1: 592 shares 592 $124K 0.03% -37 Timeline HYLS 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: 37,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,255 shares; 2026Q1: 3,059 shares 3,059 $124K 0.03% -196 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 331 shares; 2026Q1: 331 shares 331 $122K 0.03% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares 1,022 $121K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 718 shares; 2026Q1: 1,256 shares 1,256 $121K 0.03% +538 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares; 2026Q1: 381 shares 381 $120K 0.03% +102 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: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 880 shares; 2026Q1: 330 shares 330 $118K 0.03% -550 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,033 shares; 2026Q1: 1,063 shares 1,063 $113K 0.03% +30 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,444 shares; 2024Q4: 36,306 shares; 2025Q1: 38,617 shares; 2025Q2: 38,617 shares; 2025Q3: 34,031 shares; 2025Q4: 35,437 shares; 2026Q1: 4,612 shares 4,612 $109K 0.03% -30,825 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: 1,756 shares; 2026Q1: 2,162 shares 2,162 $108K 0.03% +406 Timeline DECT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,039 shares 3,039 $108K 0.03% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,847 shares; 2024Q4: 11,610 shares; 2025Q1: 11,178 shares; 2025Q2: 11,178 shares; 2025Q3: 8,219 shares; 2025Q4: 7,983 shares; 2026Q1: 720 shares 720 $105K 0.03% -7,263 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $105K 0.03% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,170 shares; 2026Q1: 4,170 shares 4,170 $105K 0.03% 0 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: 3,251 shares; 2024Q4: 4,207 shares; 2025Q1: 4,379 shares; 2025Q2: 4,379 shares; 2025Q3: 3,853 shares; 2025Q4: 3,389 shares; 2026Q1: 175 shares 175 $105K 0.03% -3,214 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 908 shares; 2026Q1: 1,050 shares 1,050 $103K 0.03% +142 Timeline MAS MASCO CORP More: the full row for MASCO 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: 2,286 shares; 2026Q1: 1,673 shares 1,673 $101K 0.03% -613 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 911 shares; 2026Q1: 754 shares 754 $99.5K 0.03% -157 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,420 shares; 2024Q4: 1,025 shares; 2025Q1: 919 shares; 2025Q2: 919 shares; 2025Q3: 710 shares; 2025Q4: 518 shares; 2026Q1: 111 shares 111 $96.9K 0.02% -407 Timeline SIXD AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,055 shares; 2024Q4: 170,631 shares; 2025Q1: 179,271 shares; 2025Q2: 179,271 shares; 2025Q3: 154,367 shares; 2025Q4: 147,855 shares; 2026Q1: 3,417 shares 3,417 $96.6K 0.02% -144,438 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: 23,617 shares; 2024Q4: 8,271 shares; 2025Q1: 7,795 shares; 2025Q2: 7,795 shares; 2025Q3: 7,622 shares; 2025Q4: 7,473 shares; 2026Q1: 798 shares 798 $94.6K 0.02% -6,675 Timeline LTPZ 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: 19,045 shares; 2024Q4: 23,724 shares; 2025Q1: 24,165 shares; 2025Q2: 24,165 shares; 2025Q3: 22,140 shares; 2025Q4: 21,707 shares; 2026Q1: 1,852 shares 1,852 $94.5K 0.02% -19,855 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares; 2026Q1: 1,042 shares 1,042 $93.4K 0.02% -3 Timeline SEPT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,041 shares; 2026Q1: 2,690 shares 2,690 $92.4K 0.02% -351 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $92.3K 0.02% 0 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: 6,531 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $91K 0.02% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 662 shares 662 $88.1K 0.02% new Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares 3,234 $88K 0.02% 0 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: not reported; 2025Q4: 356 shares; 2026Q1: 356 shares 356 $88K 0.02% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,927 shares; 2024Q4: 7,304 shares; 2025Q1: 6,330 shares; 2025Q2: 6,330 shares; 2025Q3: 6,058 shares; 2025Q4: 4,966 shares; 2026Q1: 1,178 shares 1,178 $86.7K 0.02% -3,788 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101 shares; 2026Q1: 126 shares 126 $86.1K 0.02% +25 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY 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: 602 shares 602 $85.6K 0.02% new Timeline AUGW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,630 shares; 2024Q4: 144,701 shares; 2025Q1: 148,901 shares; 2025Q2: 148,901 shares; 2025Q3: 127,935 shares; 2025Q4: 121,589 shares; 2026Q1: 2,652 shares 2,652 $85.3K 0.02% -118,937 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: 4,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 195 shares 195 $83.9K 0.02% +4 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,833 shares; 2024Q4: 2,033 shares; 2025Q1: 2,033 shares; 2025Q2: 2,033 shares; 2025Q3: 2,357 shares; 2025Q4: 559 shares; 2026Q1: 559 shares 559 $82.8K 0.02% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,280 shares; 2026Q1: 1,975 shares 1,975 $82.2K 0.02% -2,305 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $81.7K 0.02% 0 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 627 shares; 2026Q1: 583 shares 583 $80.9K 0.02% -44 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828 shares; 2026Q1: 778 shares 778 $80.3K 0.02% -50 Timeline IXN 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: 799 shares; 2026Q1: 799 shares 799 $79.9K 0.02% 0 Timeline JUNW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,585 shares; 2024Q4: 100,328 shares; 2025Q1: 107,104 shares; 2025Q2: 107,104 shares; 2025Q3: 90,500 shares; 2025Q4: 86,915 shares; 2026Q1: 2,370 shares 2,370 $79K 0.02% -84,545 Timeline PFF 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: 30,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,739 shares; 2026Q1: 2,583 shares 2,583 $78.3K 0.02% -156 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,682 shares; 2026Q1: 1,682 shares 1,682 $78.2K 0.02% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,040 shares; 2026Q1: 1,040 shares 1,040 $77.3K 0.02% 0 Timeline IWR 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: 793 shares; 2026Q1: 793 shares 793 $77.1K 0.02% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares 1,272 $74.8K 0.02% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,042 shares 1,042 $73.7K 0.02% -225 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: 2,966 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $73.5K 0.02% 0 Timeline CEFZ ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,111 shares 9,111 $71.5K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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 shares; 2026Q1: 275 shares 275 $68.3K 0.02% +273 Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 577 shares; 2026Q1: 577 shares 577 $66.6K 0.02% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279 shares; 2026Q1: 587 shares 587 $65.9K 0.02% +308 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 676 shares; 2026Q1: 577 shares 577 $65.8K 0.02% -99 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: not reported; 2025Q3: not reported; 2025Q4: 49 shares; 2026Q1: 844 shares 844 $65.1K 0.02% +795 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY 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: 860 shares; 2026Q1: 304 shares 304 $63.5K 0.02% -556 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 75 shares 75 $63.4K 0.02% -122 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 82 shares; 2026Q1: 641 shares 641 $61.8K 0.02% +559 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,588 shares; 2024Q4: 39,567 shares; 2025Q1: 41,084 shares; 2025Q2: 41,084 shares; 2025Q3: 34,213 shares; 2025Q4: 32,360 shares; 2026Q1: 2,513 shares 2,513 $61.1K 0.02% -29,847 Timeline RFDA 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: 11,627 shares; 2024Q4: 8,290 shares; 2025Q1: 7,971 shares; 2025Q2: 7,971 shares; 2025Q3: 6,765 shares; 2025Q4: 6,223 shares; 2026Q1: 974 shares 974 $61K 0.02% -5,249 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 2,172 shares; 2025Q1: 2,146 shares; 2025Q2: 2,146 shares; 2025Q3: 3,297 shares; 2025Q4: 4,650 shares; 2026Q1: 322 shares 322 $59.6K 0.02% -4,328 Timeline GLOF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,138 shares; 2026Q1: 1,138 shares 1,138 $59.3K 0.01% 0 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: 13,895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 463 shares; 2026Q1: 848 shares 848 $59.1K 0.01% +385 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,399 shares; 2026Q1: 1,539 shares 1,539 $59.1K 0.01% +140 Timeline FIGS FIGS INC More: the full row for FIGS 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: 4,000 shares; 2026Q1: 4,000 shares 4,000 $59.1K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,790 shares; 2024Q4: 13,515 shares; 2025Q1: 13,801 shares; 2025Q2: 13,801 shares; 2025Q3: 12,095 shares; 2025Q4: 12,293 shares; 2026Q1: 821 shares 821 $58.9K 0.01% -11,472 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 643 shares; 2026Q1: 643 shares 643 $58.8K 0.01% 0 Timeline IWY 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: 4,181 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: 235 shares 235 $58.5K 0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169 shares; 2026Q1: 162 shares 162 $58.2K 0.01% -7 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES 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: 1,172 shares; 2026Q1: 1,172 shares 1,172 $57.7K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 736 shares; 2026Q1: 656 shares 656 $57.4K 0.01% -80 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,435 shares; 2025Q1: 7,034 shares; 2025Q2: 7,034 shares; 2025Q3: 11,567 shares; 2025Q4: 17,153 shares; 2026Q1: 1,217 shares 1,217 $56.9K 0.01% -15,936 Timeline IXC 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: 972 shares; 2026Q1: 972 shares 972 $56K 0.01% 0 Timeline SPLB 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: 80,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,476 shares; 2026Q1: 2,476 shares 2,476 $55K 0.01% 0 Timeline XFIV BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,114 shares 1,114 $54.8K 0.01% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,130 shares; 2026Q1: 2,145 shares 2,145 $54.6K 0.01% +15 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares; 2026Q1: 164 shares 164 $53.9K 0.01% -24 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: 401 shares 401 $53K 0.01% -877 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 389 shares 389 $52.9K 0.01% +289 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 1,384 shares; 2026Q1: 1,406 shares 1,406 $52.3K 0.01% +22 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 744 shares; 2026Q1: 246 shares 246 $52K 0.01% -498 Timeline VOT 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: 200 shares; 2026Q1: 200 shares 200 $51.5K 0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,819 shares; 2026Q1: 2,190 shares 2,190 $51.1K 0.01% -629 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 1,764 shares 1,764 $50.6K 0.01% 0 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,577 shares; 2024Q4: 57,433 shares; 2025Q1: 57,774 shares; 2025Q2: 57,774 shares; 2025Q3: 51,352 shares; 2025Q4: 53,399 shares; 2026Q1: 3,842 shares 3,842 $50.6K 0.01% -49,557 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: 3,141 shares; 2024Q4: 3,190 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,634 shares; 2025Q4: 1,106 shares; 2026Q1: 461 shares 461 $47.3K 0.01% -645 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,240 shares; 2024Q4: 5,539 shares; 2025Q1: 5,151 shares; 2025Q2: 5,151 shares; 2025Q3: not reported; 2025Q4: 1,077 shares; 2026Q1: 955 shares 955 $47.2K 0.01% -122 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares; 2026Q1: 659 shares 659 $47K 0.01% -70 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: 1,823 shares; 2024Q4: 1,821 shares; 2025Q1: 1,918 shares; 2025Q2: 1,918 shares; 2025Q3: 2,003 shares; 2025Q4: 2,328 shares; 2026Q1: 129 shares 129 $46.9K 0.01% -2,199 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: not reported; 2024Q4: 1,631 shares; 2025Q1: 1,620 shares; 2025Q2: 1,620 shares; 2025Q3: 2,391 shares; 2025Q4: 3,341 shares; 2026Q1: 290 shares 290 $46.5K 0.01% -3,051 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 683 shares; 2026Q1: 645 shares 645 $46.4K 0.01% -38 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 664 shares; 2026Q1: 553 shares 553 $45.8K 0.01% -111 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,821 shares; 2024Q4: 11,806 shares; 2025Q1: 12,961 shares; 2025Q2: 12,961 shares; 2025Q3: 12,386 shares; 2025Q4: 14,203 shares; 2026Q1: 844 shares 844 $45.7K 0.01% -13,359 Timeline GJUN 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: 41,001 shares; 2024Q4: 57,374 shares; 2025Q1: 59,706 shares; 2025Q2: 59,706 shares; 2025Q3: 51,625 shares; 2025Q4: 49,338 shares; 2026Q1: 1,142 shares 1,142 $45K 0.01% -48,196 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,642 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 2,234 shares; 2025Q4: 3,067 shares; 2026Q1: 217 shares 217 $44.4K 0.01% -2,850 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS 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: 379 shares 379 $44.4K 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 316 shares; 2026Q1: 243 shares 243 $44.3K 0.01% -73 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 426 shares; 2026Q1: 426 shares 426 $44.1K 0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,951 shares; 2025Q1: 1,867 shares; 2025Q2: 1,867 shares; 2025Q3: 2,649 shares; 2025Q4: 3,701 shares; 2026Q1: 255 shares 255 $43.5K 0.01% -3,446 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,897 shares 2,897 $43.5K 0.01% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,254 shares; 2026Q1: 475 shares 475 $43.2K 0.01% -779 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 671 shares 671 $39.6K 0.01% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,278 shares; 2026Q1: 1,278 shares 1,278 $39K 0.01% 0 Timeline FMC FMC CORP More: the full row for FMC 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: 4,793 shares; 2026Q1: 2,233 shares 2,233 $38.5K 0.01% -2,560 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,255 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395 shares; 2026Q1: 374 shares 374 $37.6K 0.01% -21 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11 shares; 2026Q1: 11 shares 11 $37.2K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $37.1K 0.01% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares 1,293 $37K 0.01% new 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: 2,340 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $36.6K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 192 shares 192 $35.5K 0.01% +1 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 100 shares; 2026Q1: 100 shares 100 $34.4K 0.01% 0 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares; 2026Q1: 417 shares 417 $34.2K 0.01% -961 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $33.7K 0.01% 0 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,156 shares 1,156 $33.5K 0.01% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 142 shares; 2026Q1: 142 shares 142 $33.2K 0.01% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $33.1K 0.01% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 738 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,502 shares; 2026Q1: 109 shares 109 $32.5K 0.01% -1,393 Timeline RVTY REVVITY INC More: the full row for REVVITY 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: 790 shares; 2026Q1: 369 shares 369 $32.3K 0.01% -421 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 564 shares 564 $32K 0.01% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $31.4K 0.01% 0 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to 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: 1,569 shares; 2026Q1: 543 shares 543 $31.3K 0.01% -1,026 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: 881 shares; 2026Q1: 409 shares 409 $31.1K 0.01% -472 Timeline AES AES CORP More: the full row for AES 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: 6,363 shares; 2026Q1: 2,094 shares 2,094 $29.5K 0.01% -4,269 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: not reported; 2025Q2: not reported; 2025Q3: 1,716 shares; 2025Q4: 2,388 shares; 2026Q1: 226 shares 226 $29.1K 0.01% -2,162 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $28.7K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 306 shares; 2026Q1: 307 shares 307 $28.4K 0.01% +1 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184 shares; 2026Q1: 184 shares 184 $27.9K 0.01% 0 Timeline XHB 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: 269 shares; 2026Q1: 269 shares 269 $26.6K 0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI 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: 7,322 shares; 2025Q4: 10,106 shares; 2026Q1: 660 shares 660 $24K 0.01% -9,446 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 623 shares; 2026Q1: 623 shares 623 $23.7K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 259 shares; 2026Q1: 246 shares 246 $23.5K 0.01% -13 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP 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: 533 shares; 2026Q1: 533 shares 533 $22.7K 0.01% 0 Timeline VNQI 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: 15,558 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 494 shares; 2026Q1: 494 shares 494 $22K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $21.3K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $21.2K 0.01% 0 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,650 shares; 2024Q4: 33,629 shares; 2025Q1: 34,182 shares; 2025Q2: 34,182 shares; 2025Q3: 29,277 shares; 2025Q4: 27,756 shares; 2026Q1: 628 shares 628 $21.1K 0.01% -27,128 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: 16,143 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 371 shares; 2026Q1: 371 shares 371 $21K 0.01% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES 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: 715 shares; 2026Q1: 715 shares 715 $20.1K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 139 shares; 2026Q1: 139 shares 139 $19.9K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 189 shares; 2026Q1: 143 shares 143 $19.6K <0.01% -46 Timeline AOA 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: 192 shares; 2026Q1: 213 shares 213 $18.9K <0.01% +21 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242 shares; 2026Q1: 237 shares 237 $18.8K <0.01% -5 Timeline FID FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,075 shares; 2026Q1: 897 shares 897 $18.8K <0.01% -178 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: 8,129 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $18.7K <0.01% 0 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME 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: 1,231 shares 1,231 $18.6K <0.01% new Timeline QBUL ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,659 shares; 2024Q4: 39,104 shares; 2025Q1: 41,182 shares; 2025Q2: 41,182 shares; 2025Q3: 35,740 shares; 2025Q4: 34,789 shares; 2026Q1: 787 shares 787 $18.5K <0.01% -34,002 Timeline PINS PINTEREST INC More: the full row for PINTEREST 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: 1,000 shares; 2026Q1: 1,000 shares 1,000 $18.3K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 112 shares; 2026Q1: 76 shares 76 $17.5K <0.01% -36 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 368 shares; 2026Q1: 367 shares 367 $17.4K <0.01% -1 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 372 shares; 2026Q1: 372 shares 372 $17.4K <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $17.4K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36 shares; 2026Q1: 36 shares 36 $17.2K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 392 shares; 2026Q1: 303 shares 303 $17.2K <0.01% -89 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $17K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,041 shares; 2024Q4: 61,849 shares; 2025Q1: 74,335 shares; 2025Q2: 74,335 shares; 2025Q3: 79,652 shares; 2025Q4: 114,319 shares; 2026Q1: 4,857 shares 4,857 $16.7K <0.01% -109,462 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 502 shares 502 $16.5K <0.01% new Timeline CFFN CAPITOL FED FINL INC More: the full row for CAPITOL FED FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,279 shares; 2026Q1: 2,309 shares 2,309 $16.5K <0.01% +30 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 408 shares 408 $16.2K <0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22 shares; 2026Q1: 22 shares 22 $15.6K <0.01% 0 Timeline CMDT 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: 16,927 shares; 2024Q4: 22,322 shares; 2025Q1: 23,102 shares; 2025Q2: 23,102 shares; 2025Q3: 20,703 shares; 2025Q4: 20,179 shares; 2026Q1: 481 shares 481 $15.5K <0.01% -19,698 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: 100 shares; 2026Q1: 307 shares 307 $15.5K <0.01% +207 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 85 shares; 2026Q1: 63 shares 63 $15.4K <0.01% -22 Timeline BKLN 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: 1,447 shares; 2026Q1: 751 shares 751 $15.3K <0.01% -696 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 111 shares; 2026Q1: 111 shares 111 $15.1K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 344 shares; 2026Q1: 220 shares 220 $14.6K <0.01% -124 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $14.1K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146 shares; 2026Q1: 146 shares 146 $14.1K <0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19 shares; 2026Q1: 20 shares 20 $14K <0.01% +1 Timeline RFFC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,435 shares; 2026Q1: 208 shares 208 $13.8K <0.01% -2,227 Timeline IBUY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 220 shares 220 $13.8K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 192 shares 192 $13.7K <0.01% -295 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 97 shares; 2026Q1: 97 shares 97 $13.5K <0.01% 0 Timeline AOK 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: 328 shares; 2026Q1: 336 shares 336 $13.4K <0.01% +8 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 704 shares 704 $13.2K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71 shares; 2026Q1: 46 shares 46 $13.2K <0.01% -25 Timeline IYR 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: 138 shares; 2026Q1: 138 shares 138 $13K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 99 shares 99 $13K <0.01% -21 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 100 shares; 2026Q1: 100 shares 100 $12.7K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY 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: 45 shares; 2026Q1: 45 shares 45 $12.6K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42 shares; 2026Q1: 42 shares 42 $12.3K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 174 shares; 2026Q1: 144 shares 144 $12.2K <0.01% -30 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $12K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW 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: 150 shares; 2026Q1: 96 shares 96 $11.6K <0.01% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $11.6K <0.01% 0 Timeline BOTZ 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: not reported; 2025Q4: not reported; 2026Q1: 348 shares 348 $11.6K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 237 shares; 2026Q1: 198 shares 198 $11.4K <0.01% -39 Timeline SCZ 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: 143 shares; 2026Q1: 143 shares 143 $11.2K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 97 shares; 2026Q1: 97 shares 97 $11.2K <0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 100 shares; 2026Q1: 100 shares 100 $11K <0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 146 shares 146 $10.9K <0.01% -74 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 61 shares; 2026Q1: 61 shares 61 $10.7K <0.01% 0 Timeline FXL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $10.6K <0.01% 0 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 77 shares 77 $10.4K <0.01% +44 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89 shares; 2026Q1: 89 shares 89 $10.4K <0.01% 0 Timeline NOVZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 13,516 shares; 2025Q4: 13,009 shares; 2026Q1: 240 shares 240 $10.2K <0.01% -12,769 Timeline MARZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 17,184 shares; 2025Q4: 16,593 shares; 2026Q1: 306 shares 306 $10.1K <0.01% -16,287 Timeline APRZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 12,937 shares; 2025Q4: 12,352 shares; 2026Q1: 281 shares 281 $10K <0.01% -12,071 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 73 shares; 2026Q1: 36 shares 36 $9.91K <0.01% -37 Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $9.76K <0.01% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59 shares; 2026Q1: 59 shares 59 $9.65K <0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $9.62K <0.01% 0 Timeline SLYG 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: 99 shares; 2026Q1: 99 shares 99 $9.56K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28 shares; 2026Q1: 28 shares 28 $9.46K <0.01% 0 Timeline XXRP 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,455 shares; 2026Q1: 2,455 shares 2,455 $9.43K <0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to 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: 1,928 shares; 2026Q1: 133 shares 133 $9.43K <0.01% -1,795 Timeline JULZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 13,148 shares; 2025Q4: 12,843 shares; 2026Q1: 232 shares 232 $9.31K <0.01% -12,611 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $9.25K <0.01% 0 Timeline AFEM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 597 shares; 2026Q1: 112 shares 112 $9.2K <0.01% -485 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $9.2K <0.01% 0 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 1,000 shares; 2026Q1: 272 shares 272 $9.09K <0.01% -728 Timeline SJB 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: 27,167 shares; 2024Q4: 35,274 shares; 2025Q1: 36,821 shares; 2025Q2: 36,821 shares; 2025Q3: 33,234 shares; 2025Q4: 32,939 shares; 2026Q1: 575 shares 575 $8.91K <0.01% -32,364 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $8.89K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS 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: 194 shares; 2026Q1: 194 shares 194 $8.88K <0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21 shares; 2026Q1: 21 shares 21 $8.75K <0.01% 0 Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $8.53K <0.01% 0 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $8.51K <0.01% 0 Timeline M MACYS INC More: the full row for MACYS 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: 462 shares; 2026Q1: 462 shares 462 $8.36K <0.01% 0 Timeline NVBU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 296 shares 296 $8.34K <0.01% new Timeline OCTU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 301 shares 301 $8.31K <0.01% new Timeline DTCR 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: not reported; 2025Q4: 341 shares; 2026Q1: 341 shares 341 $8.17K <0.01% 0 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON 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: 400 shares; 2026Q1: 400 shares 400 $8.09K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL 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: 250 shares; 2026Q1: 250 shares 250 $8K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $7.94K <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY 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: 380 shares; 2026Q1: 380 shares 380 $7.94K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 392 shares; 2026Q1: 367 shares 367 $7.93K <0.01% -25 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 175 shares; 2026Q1: 175 shares 175 $7.93K <0.01% 0 Timeline RFCI 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: 19,276 shares; 2024Q4: 19,128 shares; 2025Q1: 20,399 shares; 2025Q2: 20,399 shares; 2025Q3: 17,689 shares; 2025Q4: 15,731 shares; 2026Q1: 346 shares 346 $7.75K <0.01% -15,385 Timeline IFLN 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: 430 shares; 2026Q1: 430 shares 430 $7.71K <0.01% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39 shares 39 $7.69K <0.01% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200 shares; 2026Q1: 129 shares 129 $7.67K <0.01% -71 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $7.65K <0.01% 0 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: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $7.61K <0.01% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $7.48K <0.01% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $7.42K <0.01% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 46 shares 46 $7.38K <0.01% 0 Timeline