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: 288,961 shares; 2024Q4: 610,442 shares; 2025Q1: 78,156 shares; 2025Q2: 77,411 shares; 2025Q3: 93,681 shares; 2025Q4: 88,473 shares; 2026Q1: 76,556 shares 76,556 $19.4M 5.14% -11,917 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: 13,326 shares; 2024Q4: 13,409 shares; 2025Q1: 14,375 shares; 2025Q2: 16,130 shares; 2025Q3: 16,808 shares; 2025Q4: 22,820 shares; 2026Q1: 19,140 shares 19,140 $12.4M 3.29% -3,680 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 160,810 shares; 2025Q4: 212,418 shares; 2026Q1: 355,968 shares 355,968 $9.7M 2.56% +143,550 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: 186,266 shares; 2024Q4: 184,306 shares; 2025Q1: 194,859 shares; 2025Q2: 197,065 shares; 2025Q3: 169,393 shares; 2025Q4: 205,971 shares; 2026Q1: 211,594 shares 211,594 $9.44M 2.5% +5,623 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: 50,012 shares; 2024Q4: 749,580 shares; 2025Q1: 50,186 shares; 2025Q2: 44,773 shares; 2025Q3: 62,900 shares; 2025Q4: 58,967 shares; 2026Q1: 38,915 shares 38,915 $6.79M 1.79% -20,052 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,488 shares; 2024Q4: 83,283 shares; 2025Q1: 90,464 shares; 2025Q2: 93,230 shares; 2025Q3: 86,462 shares; 2025Q4: 100,409 shares; 2026Q1: 97,719 shares 97,719 $6.66M 1.76% -2,690 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: 36,890 shares; 2024Q4: 36,643 shares; 2025Q1: 37,309 shares; 2025Q2: 37,154 shares; 2025Q3: 36,343 shares; 2025Q4: 35,653 shares; 2026Q1: 35,364 shares 35,364 $6.42M 1.7% -289 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: 35,054 shares; 2024Q4: 202,702 shares; 2025Q1: 7,264 shares; 2025Q2: 7,338 shares; 2025Q3: 21,792 shares; 2025Q4: 22,250 shares; 2026Q1: 9,241 shares 9,241 $5.29M 1.4% -13,009 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: 121,747 shares; 2024Q4: 433,798 shares; 2025Q1: 14,431 shares; 2025Q2: 13,167 shares; 2025Q3: 61,216 shares; 2025Q4: 60,150 shares; 2026Q1: 13,847 shares 13,847 $5.13M 1.36% -46,303 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: 22,023 shares; 2024Q4: 212,034 shares; 2025Q1: 13,966 shares; 2025Q2: 14,018 shares; 2025Q3: 18,892 shares; 2025Q4: 18,280 shares; 2026Q1: 13,692 shares 13,692 $4.03M 1.06% -4,588 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: 59,387 shares; 2024Q4: 273,747 shares; 2025Q1: 22,002 shares; 2025Q2: 18,361 shares; 2025Q3: 47,501 shares; 2025Q4: 47,332 shares; 2026Q1: 19,120 shares 19,120 $3.98M 1.05% -28,212 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: 15,548 shares; 2024Q4: 15,595 shares; 2025Q1: 9,841 shares; 2025Q2: 10,207 shares; 2025Q3: 36,404 shares; 2025Q4: 35,588 shares; 2026Q1: 9,237 shares 9,237 $3.97M 1.05% -26,351 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: 35,213 shares; 2024Q4: 72,384 shares; 2025Q1: 12,332 shares; 2025Q2: 12,098 shares; 2025Q3: 16,123 shares; 2025Q4: 15,822 shares; 2026Q1: 11,679 shares 11,679 $3.84M 1.02% -4,143 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: 29,310 shares; 2024Q4: 43,882 shares; 2025Q1: 19,605 shares; 2025Q2: 20,876 shares; 2025Q3: 38,532 shares; 2025Q4: 37,181 shares; 2026Q1: 18,949 shares 18,949 $3.21M 0.85% -18,232 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: 50,150 shares; 2024Q4: 130,451 shares; 2025Q1: 1,515 shares; 2025Q2: 1,513 shares; 2025Q3: 3,472 shares; 2025Q4: 3,389 shares; 2026Q1: 3,409 shares 3,409 $3.14M 0.83% +20 Timeline RSPT 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: 75,040 shares; 2024Q4: 75,040 shares; 2025Q1: 75,040 shares; 2025Q2: 75,040 shares; 2025Q3: 73,240 shares; 2025Q4: 68,610 shares; 2026Q1: 68,612 shares 68,612 $3.11M 0.82% +2 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: 47,453 shares; 2024Q4: 133,980 shares; 2025Q1: 7,194 shares; 2025Q2: 7,320 shares; 2025Q3: 14,891 shares; 2025Q4: 14,117 shares; 2026Q1: 10,666 shares 10,666 $3.07M 0.81% -3,451 Timeline ILS ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 130,695 shares; 2026Q1: 154,486 shares 154,486 $3.06M 0.81% +23,791 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: 17,327 shares; 2024Q4: 142,080 shares; 2025Q1: 17,817 shares; 2025Q2: 13,942 shares; 2025Q3: 18,836 shares; 2025Q4: 17,877 shares; 2026Q1: 10,046 shares 10,046 $2.88M 0.76% -7,831 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: 3,292 shares; 2024Q4: 4,429 shares; 2025Q1: 4,470 shares; 2025Q2: 4,391 shares; 2025Q3: 4,409 shares; 2025Q4: 4,264 shares; 2026Q1: 4,302 shares 4,302 $2.81M 0.74% +38 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: 20,021 shares; 2024Q4: 26,172 shares; 2025Q1: 20,341 shares; 2025Q2: 20,472 shares; 2025Q3: 23,778 shares; 2025Q4: 23,493 shares; 2026Q1: 21,265 shares 21,265 $2.64M 0.7% -2,228 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: 26,776 shares; 2024Q4: 126,940 shares; 2025Q1: 11,493 shares; 2025Q2: 11,521 shares; 2025Q3: 23,167 shares; 2025Q4: 23,042 shares; 2026Q1: 11,863 shares 11,863 $2.45M 0.65% -11,179 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,518 shares; 2024Q4: 52,064 shares; 2025Q1: 59,110 shares; 2025Q2: 60,644 shares; 2025Q3: 63,981 shares; 2025Q4: 57,040 shares; 2026Q1: 58,817 shares 58,817 $2.42M 0.64% +1,777 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,724 shares; 2025Q4: 75,976 shares; 2026Q1: 79,657 shares 79,657 $2.41M 0.64% +3,681 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,294 shares; 2024Q4: 5,295 shares; 2025Q1: 5,366 shares; 2025Q2: 5,366 shares; 2025Q3: 5,539 shares; 2025Q4: 5,576 shares; 2026Q1: 5,543 shares 5,543 $2.36M 0.63% -33 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,658 shares; 2024Q4: 13,731 shares; 2025Q1: 13,575 shares; 2025Q2: 13,039 shares; 2025Q3: 12,449 shares; 2025Q4: 14,032 shares; 2026Q1: 13,997 shares 13,997 $2.36M 0.62% -35 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: 40,756 shares; 2025Q4: 54,736 shares; 2026Q1: 57,489 shares 57,489 $2.35M 0.62% +2,753 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: 8,096 shares; 2024Q4: 8,498 shares; 2025Q1: 7,762 shares; 2025Q2: 8,819 shares; 2025Q3: 8,922 shares; 2025Q4: 8,883 shares; 2026Q1: 9,179 shares 9,179 $2.28M 0.6% +296 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: 26,710 shares; 2024Q4: 37,809 shares; 2025Q1: 6,874 shares; 2025Q2: 6,891 shares; 2025Q3: 9,938 shares; 2025Q4: 10,432 shares; 2026Q1: 7,197 shares 7,197 $2.24M 0.59% -3,235 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,510 shares; 2024Q4: 37,936 shares; 2025Q1: 37,025 shares; 2025Q2: 36,145 shares; 2025Q3: 35,965 shares; 2025Q4: 35,866 shares; 2026Q1: 35,470 shares 35,470 $2.19M 0.58% -396 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 104,229 shares; 2025Q4: 85,638 shares; 2026Q1: 87,498 shares 87,498 $2.18M 0.58% +1,860 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: 14,515 shares; 2024Q4: 18,470 shares; 2025Q1: 5,344 shares; 2025Q2: 4,891 shares; 2025Q3: 120,144 shares; 2025Q4: 125,250 shares; 2026Q1: 16,013 shares 16,013 $2.06M 0.55% -109,237 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,303 shares; 2024Q4: 88,305 shares; 2025Q1: 14,308 shares; 2025Q2: 14,262 shares; 2025Q3: 38,062 shares; 2025Q4: 37,577 shares; 2026Q1: 14,060 shares 14,060 $2.03M 0.54% -23,517 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: 25,881 shares; 2024Q4: 131,919 shares; 2025Q1: 9,948 shares; 2025Q2: 11,805 shares; 2025Q3: 12,703 shares; 2025Q4: 12,481 shares; 2026Q1: 16,535 shares 16,535 $1.99M 0.53% +4,054 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,410 shares; 2024Q4: 15,673 shares; 2025Q1: 16,890 shares; 2025Q2: 17,217 shares; 2025Q3: 28,949 shares; 2025Q4: 21,904 shares; 2026Q1: 24,200 shares 24,200 $1.89M 0.5% +2,296 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,479 shares; 2024Q4: 2,408 shares; 2025Q1: 2,413 shares; 2025Q2: 2,414 shares; 2025Q3: 2,164 shares; 2025Q4: 6,564 shares; 2026Q1: 3,960 shares 3,960 $1.88M 0.5% -2,604 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: 7,540 shares; 2024Q4: 7,418 shares; 2025Q1: 8,275 shares; 2025Q2: 8,499 shares; 2025Q3: 8,619 shares; 2025Q4: 8,873 shares; 2026Q1: 8,829 shares 8,829 $1.86M 0.49% -44 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,737 shares; 2025Q4: 15,563 shares; 2026Q1: 14,782 shares 14,782 $1.86M 0.49% -781 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,751 shares; 2025Q4: 12,332 shares; 2026Q1: 12,045 shares 12,045 $1.86M 0.49% -287 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,512 shares; 2024Q4: 28,705 shares; 2025Q1: 28,505 shares; 2025Q2: 28,505 shares; 2025Q3: 28,405 shares; 2025Q4: 28,405 shares; 2026Q1: 28,020 shares 28,020 $1.82M 0.48% -385 Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,709 shares; 2024Q4: 30,709 shares; 2025Q1: 30,709 shares; 2025Q2: 30,709 shares; 2025Q3: 29,561 shares; 2025Q4: 29,561 shares; 2026Q1: 30,025 shares 30,025 $1.79M 0.47% +464 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,786 shares; 2024Q4: 18,571 shares; 2025Q1: 18,687 shares; 2025Q2: 18,885 shares; 2025Q3: 22,499 shares; 2025Q4: 25,389 shares; 2026Q1: 23,526 shares 23,526 $1.78M 0.47% -1,863 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,242 shares; 2024Q4: 135,470 shares; 2025Q1: 21,423 shares; 2025Q2: 21,454 shares; 2025Q3: 21,720 shares; 2025Q4: 19,608 shares; 2026Q1: 19,541 shares 19,541 $1.77M 0.47% -67 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,627 shares; 2024Q4: 8,356 shares; 2025Q1: 8,322 shares; 2025Q2: 8,120 shares; 2025Q3: 37,724 shares; 2025Q4: 21,171 shares; 2026Q1: 21,382 shares 21,382 $1.77M 0.47% +211 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: 11,652 shares; 2024Q4: 15,413 shares; 2025Q1: 4,884 shares; 2025Q2: 6,193 shares; 2025Q3: 7,006 shares; 2025Q4: 7,030 shares; 2026Q1: 11,836 shares 11,836 $1.74M 0.46% +4,806 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,456 shares; 2025Q4: 52,232 shares; 2026Q1: 51,512 shares 51,512 $1.74M 0.46% -720 Timeline JPME 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: 9,871 shares; 2025Q4: 16,177 shares; 2026Q1: 14,887 shares 14,887 $1.7M 0.45% -1,290 Timeline CZA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,821 shares; 2025Q4: 15,926 shares; 2026Q1: 15,254 shares 15,254 $1.68M 0.44% -672 Timeline RWL 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: 12,165 shares; 2024Q4: 11,965 shares; 2025Q1: 11,965 shares; 2025Q2: 11,795 shares; 2025Q3: 11,795 shares; 2025Q4: 11,817 shares; 2026Q1: 14,609 shares 14,609 $1.68M 0.44% +2,792 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,350 shares; 2024Q4: 16,430 shares; 2025Q1: 16,564 shares; 2025Q2: 16,716 shares; 2025Q3: 30,246 shares; 2025Q4: 30,407 shares; 2026Q1: 30,514 shares 30,514 $1.68M 0.44% +107 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,252 shares; 2025Q1: 5,485 shares; 2025Q2: 5,485 shares; 2025Q3: 11,746 shares; 2025Q4: 11,837 shares; 2026Q1: 11,838 shares 11,838 $1.67M 0.44% +1 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: 1,122 shares; 2024Q4: 44,906 shares; 2025Q1: 2,597 shares; 2025Q2: 2,891 shares; 2025Q3: 5,121 shares; 2025Q4: 4,298 shares; 2026Q1: 1,967 shares 1,967 $1.66M 0.44% -2,331 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,541 shares; 2025Q4: 18,995 shares; 2026Q1: 17,948 shares 17,948 $1.62M 0.43% -1,047 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: 28,010 shares; 2025Q1: 11,705 shares; 2025Q2: not reported; 2025Q3: 14,391 shares; 2025Q4: 13,343 shares; 2026Q1: 13,192 shares 13,192 $1.62M 0.43% -151 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: 1,286 shares; 2024Q4: 202,883 shares; 2025Q1: 2,376 shares; 2025Q2: 2,696 shares; 2025Q3: 39,928 shares; 2025Q4: 39,921 shares; 2026Q1: 2,793 shares 2,793 $1.61M 0.43% -37,128 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 425 shares; 2025Q1: 1,349 shares; 2025Q2: 2,340 shares; 2025Q3: 10,305 shares; 2025Q4: 10,428 shares; 2026Q1: 1,086 shares 1,086 $1.6M 0.42% -9,342 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: 33,183 shares; 2024Q4: 46,338 shares; 2025Q1: 20,750 shares; 2025Q2: 17,679 shares; 2025Q3: 57,739 shares; 2025Q4: 57,855 shares; 2026Q1: 20,499 shares 20,499 $1.59M 0.42% -37,356 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: 7,048 shares; 2024Q4: 7,048 shares; 2025Q1: 7,288 shares; 2025Q2: 9,170 shares; 2025Q3: 8,508 shares; 2025Q4: 11,787 shares; 2026Q1: 11,184 shares 11,184 $1.56M 0.41% -603 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,853 shares; 2025Q4: 34,999 shares; 2026Q1: 34,040 shares 34,040 $1.54M 0.41% -959 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: 36,544 shares; 2024Q4: 38,026 shares; 2025Q1: 18,841 shares; 2025Q2: 12,042 shares; 2025Q3: 12,051 shares; 2025Q4: 9,604 shares; 2026Q1: 20,448 shares 20,448 $1.54M 0.41% +10,844 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 25,224 shares; 2025Q4: 39,679 shares; 2026Q1: 38,443 shares 38,443 $1.52M 0.4% -1,236 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: 6,220 shares; 2024Q4: 6,496 shares; 2025Q1: 5,620 shares; 2025Q2: 5,737 shares; 2025Q3: 17,704 shares; 2025Q4: 18,463 shares; 2026Q1: 17,415 shares 17,415 $1.51M 0.4% -1,048 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX 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: 11,923 shares; 2025Q4: 18,742 shares; 2026Q1: 17,336 shares 17,336 $1.51M 0.4% -1,406 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: 6,822 shares; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: not reported; 2025Q3: 1,108 shares; 2025Q4: 339 shares; 2026Q1: 3,462 shares 3,462 $1.5M 0.4% +3,123 Timeline UIVM VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,614 shares; 2025Q4: 23,037 shares; 2026Q1: 21,909 shares 21,909 $1.5M 0.4% -1,128 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,145 shares; 2025Q4: 16,635 shares; 2026Q1: 15,276 shares 15,276 $1.48M 0.39% -1,359 Timeline DBAW 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,783 shares; 2025Q4: 35,425 shares; 2026Q1: 34,361 shares 34,361 $1.47M 0.39% -1,064 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: 15,937 shares; 2024Q4: 19,393 shares; 2025Q1: not reported; 2025Q2: 1,593 shares; 2025Q3: 1,175 shares; 2025Q4: not reported; 2026Q1: 3,168 shares 3,168 $1.46M 0.39% new Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,189 shares; 2024Q4: 37,182 shares; 2025Q1: 37,464 shares; 2025Q2: 38,318 shares; 2025Q3: 42,323 shares; 2025Q4: 41,015 shares; 2026Q1: 42,777 shares 42,777 $1.46M 0.39% +1,762 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: 14,432 shares; 2024Q4: 14,832 shares; 2025Q1: 14,534 shares; 2025Q2: 14,540 shares; 2025Q3: 14,635 shares; 2025Q4: 13,942 shares; 2026Q1: 14,838 shares 14,838 $1.44M 0.38% +896 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 58,282 shares; 2025Q1: 3,704 shares; 2025Q2: 3,815 shares; 2025Q3: 3,782 shares; 2025Q4: 3,803 shares; 2026Q1: 3,843 shares 3,843 $1.43M 0.38% +40 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,325 shares; 2024Q4: 8,525 shares; 2025Q1: 8,825 shares; 2025Q2: 8,825 shares; 2025Q3: 9,200 shares; 2025Q4: 9,000 shares; 2026Q1: 9,100 shares 9,100 $1.38M 0.36% +100 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: 17,648 shares; 2025Q4: 18,016 shares; 2026Q1: 9,176 shares 9,176 $1.34M 0.35% -8,840 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: 34,009 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 265 shares; 2025Q4: 326 shares; 2026Q1: 1,540 shares 1,540 $1.33M 0.35% +1,214 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: 49,879 shares; 2024Q4: 113,750 shares; 2025Q1: 4,157 shares; 2025Q2: 4,580 shares; 2025Q3: 15,787 shares; 2025Q4: 16,542 shares; 2026Q1: 4,380 shares 4,380 $1.32M 0.35% -12,162 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,233 shares; 2024Q4: 59,727 shares; 2025Q1: 66,719 shares; 2025Q2: 57,829 shares; 2025Q3: 59,104 shares; 2025Q4: 54,799 shares; 2026Q1: 56,858 shares 56,858 $1.32M 0.35% +2,059 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: 7,632 shares; 2024Q4: 90,874 shares; 2025Q1: 5,282 shares; 2025Q2: 5,302 shares; 2025Q3: 9,582 shares; 2025Q4: 9,283 shares; 2026Q1: 5,384 shares 5,384 $1.32M 0.35% -3,899 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,100 shares; 2024Q4: 16,000 shares; 2025Q1: 16,019 shares; 2025Q2: 16,030 shares; 2025Q3: 15,983 shares; 2025Q4: 16,106 shares; 2026Q1: 16,206 shares 16,206 $1.3M 0.34% +100 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,722 shares; 2024Q4: 9,375 shares; 2025Q1: 9,162 shares; 2025Q2: 9,218 shares; 2025Q3: 9,266 shares; 2025Q4: 8,862 shares; 2026Q1: 8,726 shares 8,726 $1.29M 0.34% -136 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: 52,212 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,769 shares; 2025Q4: 1,908 shares; 2026Q1: 3,800 shares 3,800 $1.28M 0.34% +1,892 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,063 shares; 2025Q4: 42,445 shares; 2026Q1: 44,516 shares 44,516 $1.25M 0.33% +2,071 Timeline DBEM 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: 31,818 shares; 2024Q4: 29,536 shares; 2025Q1: 30,477 shares; 2025Q2: 30,117 shares; 2025Q3: 35,951 shares; 2025Q4: 39,682 shares; 2026Q1: 36,598 shares 36,598 $1.25M 0.33% -3,084 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,204 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,483 shares 19,483 $1.22M 0.32% new 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: not reported; 2026Q1: 6,561 shares 6,561 $1.21M 0.32% new 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: 17,672 shares; 2024Q4: 451,935 shares; 2025Q1: 18,050 shares; 2025Q2: 18,293 shares; 2025Q3: 18,523 shares; 2025Q4: 18,471 shares; 2026Q1: 17,879 shares 17,879 $1.21M 0.32% -592 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,896 shares; 2025Q1: 1,353 shares; 2025Q2: 1,355 shares; 2025Q3: 8,103 shares; 2025Q4: 8,059 shares; 2026Q1: 1,378 shares 1,378 $1.2M 0.32% -6,681 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,420 shares; 2024Q4: 41,786 shares; 2025Q1: 42,064 shares; 2025Q2: 42,315 shares; 2025Q3: 43,317 shares; 2025Q4: 44,675 shares; 2026Q1: 45,041 shares 45,041 $1.2M 0.32% +366 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,573 shares; 2025Q3: 5,633 shares; 2025Q4: 5,407 shares; 2026Q1: 7,185 shares 7,185 $1.18M 0.31% +1,778 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,369 shares; 2024Q4: 41,369 shares; 2025Q1: 9,731 shares; 2025Q2: 9,731 shares; 2025Q3: 9,731 shares; 2025Q4: 9,638 shares; 2026Q1: 9,871 shares 9,871 $1.17M 0.31% +233 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: 3,717 shares; 2024Q4: 3,003 shares; 2025Q1: 3,756 shares; 2025Q2: 3,761 shares; 2025Q3: 16,121 shares; 2025Q4: 16,133 shares; 2026Q1: 4,025 shares 4,025 $1.14M 0.3% -12,108 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,678 shares; 2025Q4: 28,896 shares; 2026Q1: 12,070 shares 12,070 $1.13M 0.3% -16,826 Timeline EMGF 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: 13,853 shares; 2024Q4: 13,437 shares; 2025Q1: 14,003 shares; 2025Q2: 14,160 shares; 2025Q3: 17,393 shares; 2025Q4: 20,111 shares; 2026Q1: 18,743 shares 18,743 $1.13M 0.3% -1,368 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 7,624 shares; 2025Q1: 1,507 shares; 2025Q2: 1,485 shares; 2025Q3: 2,670 shares; 2025Q4: 2,664 shares; 2026Q1: 1,556 shares 1,556 $1.1M 0.29% -1,108 Timeline AGGY 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: 6,762 shares; 2025Q1: 13,908 shares; 2025Q2: 17,591 shares; 2025Q3: 19,459 shares; 2025Q4: 18,121 shares; 2026Q1: 25,105 shares 25,105 $1.09M 0.29% +6,984 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: 19,002 shares; 2024Q4: 62,652 shares; 2025Q1: 13,439 shares; 2025Q2: 13,543 shares; 2025Q3: 13,538 shares; 2025Q4: 13,045 shares; 2026Q1: 13,678 shares 13,678 $1.09M 0.29% +633 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: 9,420 shares; 2024Q4: 9,598 shares; 2025Q1: 10,666 shares; 2025Q2: 10,695 shares; 2025Q3: 10,019 shares; 2025Q4: 9,480 shares; 2026Q1: 9,557 shares 9,557 $1.08M 0.29% +77 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,692 shares; 2025Q4: 1,777 shares; 2026Q1: 973 shares 973 $1.06M 0.28% -804 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5,113 shares; 2025Q1: 7,560 shares; 2025Q2: 8,852 shares; 2025Q3: 9,589 shares; 2025Q4: 9,715 shares; 2026Q1: 10,513 shares 10,513 $1.02M 0.27% +798 Timeline HYZD 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: 30,022 shares; 2024Q4: 32,240 shares; 2025Q1: 35,229 shares; 2025Q2: 35,660 shares; 2025Q3: 38,070 shares; 2025Q4: 43,999 shares; 2026Q1: 45,574 shares 45,574 $1M 0.27% +1,575 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,270 shares; 2025Q4: 23,420 shares; 2026Q1: 22,867 shares 22,867 $988K 0.26% -553 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: 30,520 shares; 2024Q4: 45,096 shares; 2025Q1: 19,380 shares; 2025Q2: 19,764 shares; 2025Q3: 49,399 shares; 2025Q4: 49,818 shares; 2026Q1: 20,227 shares 20,227 $986K 0.26% -29,591 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,537 shares; 2025Q4: 19,537 shares; 2026Q1: 19,537 shares 19,537 $985K 0.26% 0 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: 11,663 shares; 2025Q1: not reported; 2025Q2: 2,653 shares; 2025Q3: 75,480 shares; 2025Q4: 75,433 shares; 2026Q1: 13,615 shares 13,615 $979K 0.26% -61,818 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,619 shares; 2024Q4: 7,260 shares; 2025Q1: 6,980 shares; 2025Q2: 2,983 shares; 2025Q3: 6,635 shares; 2025Q4: 5,616 shares; 2026Q1: 4,175 shares 4,175 $969K 0.26% -1,441 Timeline ROAM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES 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: 21,894 shares; 2025Q4: 33,743 shares; 2026Q1: 31,074 shares 31,074 $964K 0.25% -2,669 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: 34,815 shares; 2024Q4: 34,939 shares; 2025Q1: 6,222 shares; 2025Q2: 6,147 shares; 2025Q3: 6,107 shares; 2025Q4: 6,163 shares; 2026Q1: 6,179 shares 6,179 $960K 0.25% +16 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: 6,161 shares; 2024Q4: 7,219 shares; 2025Q1: 6,618 shares; 2025Q2: 6,675 shares; 2025Q3: 6,668 shares; 2025Q4: 6,620 shares; 2026Q1: 6,605 shares 6,605 $959K 0.25% -15 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,644 shares; 2025Q1: 1,185 shares; 2025Q2: 1,192 shares; 2025Q3: 1,024 shares; 2025Q4: 1,030 shares; 2026Q1: 2,764 shares 2,764 $949K 0.25% +1,734 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: 7,867 shares; 2024Q4: 14,687 shares; 2025Q1: 2,634 shares; 2025Q2: 2,654 shares; 2025Q3: 2,820 shares; 2025Q4: 3,357 shares; 2026Q1: 4,576 shares 4,576 $931K 0.25% +1,219 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: 2,020 shares; 2024Q4: 2,020 shares; 2025Q1: 2,023 shares; 2025Q2: 2,003 shares; 2025Q3: 11,259 shares; 2025Q4: 11,269 shares; 2026Q1: 11,269 shares 11,269 $929K 0.25% 0 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: 83,288 shares; 2024Q4: 83,944 shares; 2025Q1: 24,923 shares; 2025Q2: 25,829 shares; 2025Q3: 29,374 shares; 2025Q4: 27,406 shares; 2026Q1: 39,800 shares 39,800 $912K 0.24% +12,394 Timeline STIP 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: 5,380 shares; 2024Q4: 5,791 shares; 2025Q1: 6,476 shares; 2025Q2: 8,310 shares; 2025Q3: 9,229 shares; 2025Q4: 8,569 shares; 2026Q1: 8,800 shares 8,800 $910K 0.24% +231 Timeline HYHG 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: 8,261 shares; 2024Q4: 9,407 shares; 2025Q1: 10,398 shares; 2025Q2: 10,793 shares; 2025Q3: 11,936 shares; 2025Q4: 13,685 shares; 2026Q1: 14,224 shares 14,224 $906K 0.24% +539 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: 4,809 shares; 2025Q2: 5,658 shares; 2025Q3: 5,760 shares; 2025Q4: 5,726 shares; 2026Q1: 5,452 shares 5,452 $905K 0.24% -274 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: 265,692 shares; 2025Q1: 4,675 shares; 2025Q2: not reported; 2025Q3: 1,316 shares; 2025Q4: not reported; 2026Q1: 5,608 shares 5,608 $899K 0.24% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,960 shares; 2025Q4: 10,375 shares; 2026Q1: 8,177 shares 8,177 $885K 0.23% -2,198 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,542 shares 3,542 $875K 0.23% new Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,010 shares; 2024Q4: 31,900 shares; 2025Q1: 30,880 shares; 2025Q2: 29,780 shares; 2025Q3: 29,210 shares; 2025Q4: 29,110 shares; 2026Q1: 28,895 shares 28,895 $872K 0.23% -215 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,705 shares; 2025Q2: 2,875 shares; 2025Q3: 2,108 shares; 2025Q4: not reported; 2026Q1: 4,112 shares 4,112 $863K 0.23% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 284,606 shares; 2024Q4: 284,606 shares; 2025Q1: 8,315 shares; 2025Q2: 8,315 shares; 2025Q3: 8,315 shares; 2025Q4: 8,315 shares; 2026Q1: 8,305 shares 8,305 $849K 0.22% -10 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: 9,237 shares; 2024Q4: 9,245 shares; 2025Q1: 9,245 shares; 2025Q2: 9,258 shares; 2025Q3: 9,258 shares; 2025Q4: 9,267 shares; 2026Q1: 9,267 shares 9,267 $847K 0.22% 0 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,819 shares; 2024Q4: 7,261 shares; 2025Q1: 8,097 shares; 2025Q2: 8,317 shares; 2025Q3: 9,058 shares; 2025Q4: 10,491 shares; 2026Q1: 10,868 shares 10,868 $844K 0.22% +377 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: 26,221 shares; 2024Q4: 106,827 shares; 2025Q1: not reported; 2025Q2: 562 shares; 2025Q3: 5,043 shares; 2025Q4: not reported; 2026Q1: 2,353 shares 2,353 $842K 0.22% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 2,959 shares; 2025Q4: 3,653 shares; 2026Q1: 2,979 shares 2,979 $837K 0.22% -674 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 179 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,320 shares 4,320 $828K 0.22% new Timeline IYF 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: 6,547 shares; 2024Q4: 6,093 shares; 2025Q1: 6,461 shares; 2025Q2: 6,466 shares; 2025Q3: 6,616 shares; 2025Q4: 6,897 shares; 2026Q1: 6,997 shares 6,997 $823K 0.22% +100 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: 3,192 shares; 2024Q4: 3,193 shares; 2025Q1: 3,286 shares; 2025Q2: 3,190 shares; 2025Q3: 3,206 shares; 2025Q4: 6,471 shares; 2026Q1: 6,190 shares 6,190 $823K 0.22% -281 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: 72,445 shares; 2024Q4: 107,339 shares; 2025Q1: 2,400 shares; 2025Q2: 2,422 shares; 2025Q3: 8,681 shares; 2025Q4: 8,726 shares; 2026Q1: 2,576 shares 2,576 $797K 0.21% -6,150 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 70,230 shares; 2025Q1: 1,939 shares; 2025Q2: 2,453 shares; 2025Q3: 2,973 shares; 2025Q4: 2,891 shares; 2026Q1: 3,262 shares 3,262 $793K 0.21% +371 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: 17,285 shares; 2024Q4: 21,638 shares; 2025Q1: 807 shares; 2025Q2: 826 shares; 2025Q3: 39,649 shares; 2025Q4: 39,576 shares; 2026Q1: 791 shares 791 $789K 0.21% -38,785 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,855 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,079 shares 34,079 $773K 0.2% new 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: 14,956 shares; 2024Q4: 16,042 shares; 2025Q1: 3,340 shares; 2025Q2: 3,386 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,598 shares 2,598 $758K 0.2% new Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,601 shares; 2024Q4: 42,924 shares; 2025Q1: 41,357 shares; 2025Q2: 41,046 shares; 2025Q3: 41,047 shares; 2025Q4: 40,638 shares; 2026Q1: 40,634 shares 40,634 $753K 0.2% -4 Timeline TDTF 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,295 shares; 2025Q4: 30,132 shares; 2026Q1: 31,154 shares 31,154 $751K 0.2% +1,022 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 9,080 shares; 2025Q1: 9,080 shares; 2025Q2: 8,880 shares; 2025Q3: 9,030 shares; 2025Q4: 8,687 shares; 2026Q1: 10,161 shares 10,161 $747K 0.2% +1,474 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: 33,529 shares; 2024Q4: 226,263 shares; 2025Q1: 3,426 shares; 2025Q2: 3,386 shares; 2025Q3: 10,372 shares; 2025Q4: 10,265 shares; 2026Q1: 3,421 shares 3,421 $744K 0.2% -6,844 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,911 shares; 2025Q1: 2,561 shares; 2025Q2: 2,562 shares; 2025Q3: 10,135 shares; 2025Q4: 10,088 shares; 2026Q1: 10,093 shares 10,093 $742K 0.2% +5 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: 7,205 shares; 2024Q4: 83,130 shares; 2025Q1: 1,662 shares; 2025Q2: 1,637 shares; 2025Q3: 1,617 shares; 2025Q4: 1,467 shares; 2026Q1: 1,548 shares 1,548 $742K 0.2% +81 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: 7,395 shares; 2024Q4: 293,071 shares; 2025Q1: 6,622 shares; 2025Q2: 6,421 shares; 2025Q3: 6,435 shares; 2025Q4: 6,029 shares; 2026Q1: 5,960 shares 5,960 $741K 0.2% -69 Timeline WTMF 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: 46,726 shares; 2024Q4: 50,543 shares; 2025Q1: 58,542 shares; 2025Q2: 59,627 shares; 2025Q3: 30,334 shares; 2025Q4: 17,735 shares; 2026Q1: 18,593 shares 18,593 $738K 0.2% +858 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,165 shares; 2024Q4: 78,969 shares; 2025Q1: 89,375 shares; 2025Q2: 92,846 shares; 2025Q3: 28,657 shares; 2025Q4: 15,143 shares; 2026Q1: 15,105 shares 15,105 $729K 0.19% -38 Timeline GCC 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: 122,889 shares; 2024Q4: 127,175 shares; 2025Q1: 137,183 shares; 2025Q2: 137,848 shares; 2025Q3: 55,016 shares; 2025Q4: 28,879 shares; 2026Q1: 30,333 shares 30,333 $726K 0.19% +1,454 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,717 shares; 2024Q4: 300,670 shares; 2025Q1: 5,902 shares; 2025Q2: 5,893 shares; 2025Q3: 5,894 shares; 2025Q4: 4,985 shares; 2026Q1: 4,680 shares 4,680 $726K 0.19% -305 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,941 shares; 2024Q4: 9,311 shares; 2025Q1: 6,857 shares; 2025Q2: 6,857 shares; 2025Q3: 5,657 shares; 2025Q4: 5,657 shares; 2026Q1: 5,657 shares 5,657 $723K 0.19% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,418 shares; 2024Q4: 148,909 shares; 2025Q1: 10,033 shares; 2025Q2: 10,782 shares; 2025Q3: 14,907 shares; 2025Q4: 14,605 shares; 2026Q1: 14,486 shares 14,486 $720K 0.19% -119 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,710 shares; 2024Q4: 8,271 shares; 2025Q1: 1,550 shares; 2025Q2: 1,813 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,593 shares 1,593 $708K 0.19% new 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: 15,358 shares; 2024Q4: 14,434 shares; 2025Q1: 14,419 shares; 2025Q2: 14,461 shares; 2025Q3: 20,038 shares; 2025Q4: 19,721 shares; 2026Q1: 14,300 shares 14,300 $706K 0.19% -5,421 Timeline UTEN RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,780 shares; 2024Q4: 80,392 shares; 2025Q1: 93,763 shares; 2025Q2: 98,073 shares; 2025Q3: 133,096 shares; 2025Q4: 120,843 shares; 2026Q1: 16,137 shares 16,137 $704K 0.19% -104,706 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: 11,096 shares; 2024Q4: 7,603 shares; 2025Q1: 10,634 shares; 2025Q2: 14,306 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,692 shares 9,692 $702K 0.19% new 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: not reported; 2026Q1: 5,261 shares 5,261 $694K 0.18% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,778 shares; 2026Q1: 7,373 shares 7,373 $694K 0.18% -2,405 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,591 shares; 2024Q4: 9,602 shares; 2025Q1: 6,859 shares; 2025Q2: 14,601 shares; 2025Q3: 19,383 shares; 2025Q4: 17,339 shares; 2026Q1: 14,924 shares 14,924 $692K 0.18% -2,415 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,645 shares; 2024Q4: 14,627 shares; 2025Q1: 13,153 shares; 2025Q2: 11,540 shares; 2025Q3: 8,905 shares; 2025Q4: 10,966 shares; 2026Q1: 10,373 shares 10,373 $688K 0.18% -593 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: not reported; 2024Q4: 11,526 shares; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,020 shares; 2025Q4: not reported; 2026Q1: 2,003 shares 2,003 $685K 0.18% new 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: 4,631 shares; 2024Q4: 4,642 shares; 2025Q1: 5,612 shares; 2025Q2: 6,046 shares; 2025Q3: 5,501 shares; 2025Q4: 3,634 shares; 2026Q1: 3,565 shares 3,565 $684K 0.18% -69 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: 3,557 shares; 2024Q4: 17,983 shares; 2025Q1: 3,010 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,555 shares; 2026Q1: 2,257 shares 2,257 $683K 0.18% -298 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: not reported; 2024Q4: 42,048 shares; 2025Q1: 3,265 shares; 2025Q2: 1,379 shares; 2025Q3: 1,205 shares; 2025Q4: 1,275 shares; 2026Q1: 3,587 shares 3,587 $670K 0.18% +2,312 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,500 shares; 2024Q4: 100,886 shares; 2025Q1: 110,384 shares; 2025Q2: 114,908 shares; 2025Q3: 45,799 shares; 2025Q4: 20,883 shares; 2026Q1: 20,748 shares 20,748 $669K 0.18% -135 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,426 shares; 2024Q4: 11,597 shares; 2025Q1: 10,777 shares; 2025Q2: 10,589 shares; 2025Q3: 10,943 shares; 2025Q4: 8,366 shares; 2026Q1: 8,413 shares 8,413 $667K 0.18% +47 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,228 shares; 2024Q4: 10,277 shares; 2025Q1: 10,430 shares; 2025Q2: 10,070 shares; 2025Q3: 9,970 shares; 2025Q4: 9,728 shares; 2026Q1: 10,245 shares 10,245 $664K 0.18% +517 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: 18,699 shares; 2024Q4: 21,856 shares; 2025Q1: 1,260 shares; 2025Q2: 2,436 shares; 2025Q3: 5,901 shares; 2025Q4: 5,625 shares; 2026Q1: 2,450 shares 2,450 $663K 0.18% -3,175 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 11,388 shares; 2025Q1: 6,919 shares; 2025Q2: 7,566 shares; 2025Q3: 8,260 shares; 2025Q4: 6,466 shares; 2026Q1: 7,544 shares 7,544 $663K 0.18% +1,078 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: 17,924 shares; 2024Q4: 17,924 shares; 2025Q1: 1,164 shares; 2025Q2: 1,164 shares; 2025Q3: 24,681 shares; 2025Q4: 24,665 shares; 2026Q1: 948 shares 948 $662K 0.17% -23,717 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: not reported; 2026Q1: 1,577 shares 1,577 $657K 0.17% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,435 shares; 2024Q4: 36,441 shares; 2025Q1: 34,010 shares; 2025Q2: 34,016 shares; 2025Q3: 46,308 shares; 2025Q4: 46,314 shares; 2026Q1: 34,035 shares 34,035 $657K 0.17% -12,279 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,028 shares; 2024Q4: 4,954 shares; 2025Q1: not reported; 2025Q2: 6,253 shares; 2025Q3: 6,563 shares; 2025Q4: 4,211 shares; 2026Q1: 5,059 shares 5,059 $657K 0.17% +848 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,846 shares; 2025Q4: 14,076 shares; 2026Q1: 11,229 shares 11,229 $656K 0.17% -2,847 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 418 shares; 2026Q1: 1,647 shares 1,647 $656K 0.17% +1,229 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,117 shares; 2025Q4: 3,247 shares; 2026Q1: 2,143 shares 2,143 $647K 0.17% -1,104 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: 2,323 shares; 2024Q4: 2,764 shares; 2025Q1: not reported; 2025Q2: 3,658 shares; 2025Q3: 3,598 shares; 2025Q4: 3,544 shares; 2026Q1: 3,538 shares 3,538 $645K 0.17% -6 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,491 shares; 2024Q4: 16,320 shares; 2025Q1: 16,442 shares; 2025Q2: 16,906 shares; 2025Q3: 16,914 shares; 2025Q4: 16,920 shares; 2026Q1: 16,994 shares 16,994 $643K 0.17% +74 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,409 shares; 2025Q1: 2,942 shares; 2025Q2: 3,550 shares; 2025Q3: 3,914 shares; 2025Q4: 3,767 shares; 2026Q1: 3,779 shares 3,779 $643K 0.17% +12 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: 7,450 shares; 2024Q4: 7,827 shares; 2025Q1: 11,868 shares; 2025Q2: 12,691 shares; 2025Q3: 12,906 shares; 2025Q4: 12,194 shares; 2026Q1: 10,916 shares 10,916 $635K 0.17% -1,278 Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,681 shares; 2024Q4: 6,681 shares; 2025Q1: 6,379 shares; 2025Q2: 6,379 shares; 2025Q3: 6,379 shares; 2025Q4: 6,329 shares; 2026Q1: 6,329 shares 6,329 $623K 0.16% 0 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: 3,076 shares; 2024Q4: 2,781 shares; 2025Q1: 2,852 shares; 2025Q2: 2,902 shares; 2025Q3: 2,979 shares; 2025Q4: 5,973 shares; 2026Q1: 5,701 shares 5,701 $621K 0.16% -272 Timeline MTGP 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: 7,316 shares; 2025Q2: 9,602 shares; 2025Q3: 10,770 shares; 2025Q4: 9,594 shares; 2026Q1: 14,041 shares 14,041 $621K 0.16% +4,447 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: 11,705 shares; 2024Q4: 58,894 shares; 2025Q1: 11,035 shares; 2025Q2: 13,964 shares; 2025Q3: 12,780 shares; 2025Q4: 11,109 shares; 2026Q1: 8,895 shares 8,895 $620K 0.16% -2,214 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,986 shares 3,986 $620K 0.16% new 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: 6,416 shares; 2024Q4: 6,376 shares; 2025Q1: 6,179 shares; 2025Q2: 6,199 shares; 2025Q3: 6,311 shares; 2025Q4: 12,319 shares; 2026Q1: 12,319 shares 12,319 $616K 0.16% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,617 shares; 2025Q1: 3,595 shares; 2025Q2: 3,595 shares; 2025Q3: 3,595 shares; 2025Q4: 3,469 shares; 2026Q1: 3,469 shares 3,469 $610K 0.16% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 91,764 shares; 2025Q1: 1,274 shares; 2025Q2: 1,368 shares; 2025Q3: 943 shares; 2025Q4: 11,860 shares; 2026Q1: 6,276 shares 6,276 $603K 0.16% -5,584 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: 50,311 shares; 2024Q4: 215,471 shares; 2025Q1: 1,774 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,218 shares; 2026Q1: 1,881 shares 1,881 $603K 0.16% -6,337 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 2,765 shares; 2025Q1: 2,765 shares; 2025Q2: 2,765 shares; 2025Q3: 2,765 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares 2,765 $601K 0.16% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,573 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,873 shares 2,873 $596K 0.16% new Timeline FTDR FRONTDOOR INC More: the full row for FRONTDOOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,942 shares; 2025Q4: 11,811 shares; 2026Q1: 11,234 shares 11,234 $594K 0.16% -577 Timeline RMD RESMED INC More: the full row for RESMED 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: 3,066 shares; 2025Q4: 2,711 shares; 2026Q1: 2,606 shares 2,606 $585K 0.15% -105 Timeline DES 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: 11,527 shares; 2024Q4: 11,653 shares; 2025Q1: 16,057 shares; 2025Q2: 16,157 shares; 2025Q3: 16,145 shares; 2025Q4: 16,115 shares; 2026Q1: 16,216 shares 16,216 $583K 0.15% +101 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,696 shares; 2024Q4: 31,983 shares; 2025Q1: 5,173 shares; 2025Q2: 4,797 shares; 2025Q3: 11,009 shares; 2025Q4: 8,991 shares; 2026Q1: 2,862 shares 2,862 $582K 0.15% -6,129 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: 7,212 shares; 2024Q4: 7,198 shares; 2025Q1: 7,198 shares; 2025Q2: 7,323 shares; 2025Q3: 7,287 shares; 2025Q4: 7,031 shares; 2026Q1: 7,091 shares 7,091 $581K 0.15% +60 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,246 shares; 2024Q4: 17,527 shares; 2025Q1: 20,738 shares; 2025Q2: 15,728 shares; 2025Q3: 12,591 shares; 2025Q4: 11,761 shares; 2026Q1: 12,533 shares 12,533 $579K 0.15% +772 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,863 shares; 2024Q4: 25,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,051 shares 1,051 $577K 0.15% new 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: 38,240 shares; 2024Q4: 34,934 shares; 2025Q1: 35,556 shares; 2025Q2: 36,467 shares; 2025Q3: 21,947 shares; 2025Q4: 11,930 shares; 2026Q1: 11,678 shares 11,678 $577K 0.15% -252 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: 13,329 shares; 2024Q4: 44,524 shares; 2025Q1: not reported; 2025Q2: 1,111 shares; 2025Q3: 2,331 shares; 2025Q4: 2,422 shares; 2026Q1: 2,903 shares 2,903 $576K 0.15% +481 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: not reported; 2024Q4: not reported; 2025Q1: 5,079 shares; 2025Q2: 5,966 shares; 2025Q3: 6,205 shares; 2025Q4: 6,148 shares; 2026Q1: 6,381 shares 6,381 $575K 0.15% +233 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,119 shares; 2024Q4: 45,301 shares; 2025Q1: 2,388 shares; 2025Q2: 7,645 shares; 2025Q3: 8,615 shares; 2025Q4: 7,570 shares; 2026Q1: 6,391 shares 6,391 $573K 0.15% -1,179 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,105 shares; 2025Q1: 1,534 shares; 2025Q2: 1,993 shares; 2025Q3: 2,189 shares; 2025Q4: 2,003 shares; 2026Q1: 1,176 shares 1,176 $565K 0.15% -827 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: 10,519 shares; 2024Q4: 113,539 shares; 2025Q1: 2,104 shares; 2025Q2: 1,972 shares; 2025Q3: 2,008 shares; 2025Q4: 1,867 shares; 2026Q1: 1,667 shares 1,667 $563K 0.15% -200 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 18,966 shares; 2025Q1: 19,549 shares; 2025Q2: 20,805 shares; 2025Q3: 21,069 shares; 2025Q4: 15,946 shares; 2026Q1: 16,501 shares 16,501 $558K 0.15% +555 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: 697 shares; 2024Q4: 701 shares; 2025Q1: 703 shares; 2025Q2: 702 shares; 2025Q3: 9,258 shares; 2025Q4: 9,325 shares; 2026Q1: 9,393 shares 9,393 $539K 0.14% +68 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: 2,916 shares; 2024Q4: 4,209 shares; 2025Q1: 2,928 shares; 2025Q2: 2,928 shares; 2025Q3: 2,950 shares; 2025Q4: 2,948 shares; 2026Q1: 2,977 shares 2,977 $536K 0.14% +29 Timeline XTEN 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: 12,998 shares; 2025Q3: 14,286 shares; 2025Q4: 11,143 shares; 2026Q1: 11,678 shares 11,678 $536K 0.14% +535 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: 3,884 shares; 2024Q4: 7,040 shares; 2025Q1: 1,101 shares; 2025Q2: 4,273 shares; 2025Q3: 1,085 shares; 2025Q4: 1,086 shares; 2026Q1: 1,522 shares 1,522 $535K 0.14% +436 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 1,625 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,697 shares; 2026Q1: 1,798 shares 1,798 $533K 0.14% +101 Timeline IWLG NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,077 shares; 2026Q1: 11,055 shares 11,055 $528K 0.14% -22 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: 4,148 shares; 2024Q4: 4,607 shares; 2025Q1: 4,154 shares; 2025Q2: 4,150 shares; 2025Q3: 4,169 shares; 2025Q4: 4,163 shares; 2026Q1: 4,163 shares 4,163 $527K 0.14% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: 4,445 shares; 2025Q1: 4,497 shares; 2025Q2: 4,495 shares; 2025Q3: 4,482 shares; 2025Q4: 4,507 shares; 2026Q1: 4,522 shares 4,522 $525K 0.14% +15 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: 72,478 shares; 2025Q1: 1,657 shares; 2025Q2: 1,694 shares; 2025Q3: 4,944 shares; 2025Q4: 5,048 shares; 2026Q1: 2,702 shares 2,702 $521K 0.14% -2,346 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: 5,861 shares; 2024Q4: 17,423 shares; 2025Q1: 17,418 shares; 2025Q2: 17,208 shares; 2025Q3: 17,396 shares; 2025Q4: 19,946 shares; 2026Q1: 20,115 shares 20,115 $516K 0.14% +169 Timeline RSPF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,975 shares; 2024Q4: 7,704 shares; 2025Q1: 7,704 shares; 2025Q2: 7,598 shares; 2025Q3: 7,302 shares; 2025Q4: 7,202 shares; 2026Q1: 7,202 shares 7,202 $514K 0.14% 0 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: 7,319 shares; 2025Q4: not reported; 2026Q1: 2,406 shares 2,406 $514K 0.14% new Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,884 shares 2,884 $507K 0.13% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,729 shares; 2025Q1: 10,407 shares; 2025Q2: 9,750 shares; 2025Q3: 14,624 shares; 2025Q4: 8,349 shares; 2026Q1: 6,142 shares 6,142 $502K 0.13% -2,207 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: 7,542 shares; 2024Q4: 7,542 shares; 2025Q1: 7,049 shares; 2025Q2: 7,059 shares; 2025Q3: 7,882 shares; 2025Q4: 7,897 shares; 2026Q1: 8,778 shares 8,778 $498K 0.13% +881 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,077 shares; 2024Q4: 7,430 shares; 2025Q1: 5,078 shares; 2025Q2: 5,907 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,188 shares 5,188 $498K 0.13% new 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: 12,877 shares; 2024Q4: 115,895 shares; 2025Q1: 7,705 shares; 2025Q2: 7,917 shares; 2025Q3: 23,149 shares; 2025Q4: 25,111 shares; 2026Q1: 6,508 shares 6,508 $495K 0.13% -18,603 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: 12,093 shares; 2024Q4: 33,544 shares; 2025Q1: 11,057 shares; 2025Q2: 11,271 shares; 2025Q3: 36,182 shares; 2025Q4: 30,113 shares; 2026Q1: 9,832 shares 9,832 $494K 0.13% -20,281 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,055 shares; 2025Q1: 1,219 shares; 2025Q2: 776 shares; 2025Q3: 9,086 shares; 2025Q4: not reported; 2026Q1: 1,262 shares 1,262 $493K 0.13% new Timeline DLN 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: 10,531 shares; 2024Q4: 10,531 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 5,606 shares; 2025Q4: 5,506 shares; 2026Q1: 5,506 shares 5,506 $492K 0.13% 0 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: 4,973 shares; 2024Q4: 6,581 shares; 2025Q1: 8,640 shares; 2025Q2: 9,616 shares; 2025Q3: 9,881 shares; 2025Q4: 9,303 shares; 2026Q1: 9,459 shares 9,459 $491K 0.13% +156 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: 2,302 shares; 2024Q4: 104,614 shares; 2025Q1: 2,425 shares; 2025Q2: 2,422 shares; 2025Q3: 8,275 shares; 2025Q4: 8,280 shares; 2026Q1: 2,073 shares 2,073 $490K 0.13% -6,207 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,768 shares; 2025Q1: 1,076 shares; 2025Q2: 1,387 shares; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: 2,254 shares 2,254 $489K 0.13% +144 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: 3,954 shares; 2024Q4: 4,989 shares; 2025Q1: 5,737 shares; 2025Q2: 5,633 shares; 2025Q3: 5,898 shares; 2025Q4: 4,779 shares; 2026Q1: 5,137 shares 5,137 $488K 0.13% +358 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: 18,718 shares; 2024Q4: 19,867 shares; 2025Q1: 2,029 shares; 2025Q2: 1,976 shares; 2025Q3: 2,047 shares; 2025Q4: 1,956 shares; 2026Q1: 1,993 shares 1,993 $483K 0.13% +37 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,481 shares; 2025Q1: 2,481 shares; 2025Q2: 2,486 shares; 2025Q3: 2,486 shares; 2025Q4: 2,320 shares; 2026Q1: 2,331 shares 2,331 $482K 0.13% +11 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,564 shares; 2024Q4: 6,081 shares; 2025Q1: 5,561 shares; 2025Q2: 5,882 shares; 2025Q3: 5,868 shares; 2025Q4: 5,577 shares; 2026Q1: 5,459 shares 5,459 $481K 0.13% -118 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 5,553 shares; 2025Q1: 5,714 shares; 2025Q2: 5,443 shares; 2025Q3: 5,460 shares; 2025Q4: 5,537 shares; 2026Q1: 5,487 shares 5,487 $463K 0.12% -50 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,093 shares; 2025Q1: 6,362 shares; 2025Q2: 7,345 shares; 2025Q3: 8,567 shares; 2025Q4: 7,439 shares; 2026Q1: 7,603 shares 7,603 $457K 0.12% +164 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,755 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $453K 0.12% new Timeline QLC 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: 36,288 shares; 2024Q4: 34,734 shares; 2025Q1: 35,574 shares; 2025Q2: 36,066 shares; 2025Q3: 17,187 shares; 2025Q4: 6,447 shares; 2026Q1: 5,770 shares 5,770 $451K 0.12% -677 Timeline QGRW 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: 7,150 shares; 2025Q3: 8,232 shares; 2025Q4: 6,373 shares; 2026Q1: 8,438 shares 8,438 $451K 0.12% +2,065 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: 82,232 shares; 2024Q4: 82,218 shares; 2025Q1: 2,236 shares; 2025Q2: 2,233 shares; 2025Q3: 11,544 shares; 2025Q4: 11,615 shares; 2026Q1: 2,339 shares 2,339 $449K 0.12% -9,276 Timeline HIMU 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: not reported; 2024Q4: not reported; 2025Q1: 9,557 shares; 2025Q2: 9,557 shares; 2025Q3: 9,125 shares; 2025Q4: 9,125 shares; 2026Q1: 9,280 shares 9,280 $445K 0.12% +155 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,130 shares; 2025Q2: 7,408 shares; 2025Q3: 9,367 shares; 2025Q4: 7,977 shares; 2026Q1: 9,475 shares 9,475 $444K 0.12% +1,498 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: 15,449 shares; 2024Q4: 17,509 shares; 2025Q1: 1,369 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,388 shares; 2026Q1: 1,384 shares 1,384 $440K 0.12% -4 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: 5,580 shares; 2024Q4: 55,563 shares; 2025Q1: 5,552 shares; 2025Q2: 5,552 shares; 2025Q3: 5,564 shares; 2025Q4: 5,583 shares; 2026Q1: 6,154 shares 6,154 $439K 0.12% +571 Timeline ATRO ASTRONICS CORP More: the full row for ASTRONICS 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: 14,625 shares; 2025Q4: 13,110 shares; 2026Q1: 6,530 shares 6,530 $436K 0.12% -6,580 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: not reported; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares; 2026Q1: 1,385 shares 1,385 $435K 0.11% 0 Timeline WIP 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: 9,711 shares; 2024Q4: 10,274 shares; 2025Q1: 11,952 shares; 2025Q2: 12,383 shares; 2025Q3: 12,881 shares; 2025Q4: 11,548 shares; 2026Q1: 10,938 shares 10,938 $433K 0.11% -610 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,327 shares; 2024Q4: 66,541 shares; 2025Q1: 68,189 shares; 2025Q2: 69,125 shares; 2025Q3: 32,723 shares; 2025Q4: 12,270 shares; 2026Q1: 10,977 shares 10,977 $428K 0.11% -1,293 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,205 shares; 2024Q4: 1,937 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,313 shares; 2025Q4: not reported; 2026Q1: 1,499 shares 1,499 $417K 0.11% new 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: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 861 shares; 2026Q1: 897 shares 897 $415K 0.11% +36 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,954 shares; 2025Q2: 2,227 shares; 2025Q3: 2,428 shares; 2025Q4: 1,699 shares; 2026Q1: 2,079 shares 2,079 $412K 0.11% +380 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: 7,731 shares; 2024Q4: 9,560 shares; 2025Q1: 11,161 shares; 2025Q2: 11,614 shares; 2025Q3: 12,445 shares; 2025Q4: 12,628 shares; 2026Q1: 7,227 shares 7,227 $409K 0.11% -5,401 Timeline JOET 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: 64,636 shares; 2024Q4: 61,481 shares; 2025Q1: 62,778 shares; 2025Q2: 63,496 shares; 2025Q3: 30,079 shares; 2025Q4: 11,338 shares; 2026Q1: 10,169 shares 10,169 $407K 0.11% -1,169 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,025 shares; 2024Q4: 69,037 shares; 2025Q1: 74,347 shares; 2025Q2: 76,899 shares; 2025Q3: 31,876 shares; 2025Q4: 13,648 shares; 2026Q1: 13,359 shares 13,359 $402K 0.11% -289 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,890 shares; 2025Q1: 1,965 shares; 2025Q2: 2,258 shares; 2025Q3: 1,479 shares; 2025Q4: 1,807 shares; 2026Q1: 799 shares 799 $399K 0.11% -1,008 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,770 shares; 2024Q4: 12,670 shares; 2025Q1: 12,270 shares; 2025Q2: 12,270 shares; 2025Q3: 11,970 shares; 2025Q4: 11,555 shares; 2026Q1: 11,555 shares 11,555 $399K 0.11% 0 Timeline BWZ 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: 13,529 shares; 2026Q1: 14,743 shares 14,743 $397K 0.1% +1,214 Timeline FNDX 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: 4,867 shares; 2024Q4: 14,673 shares; 2025Q1: 14,673 shares; 2025Q2: 14,519 shares; 2025Q3: 14,365 shares; 2025Q4: 14,209 shares; 2026Q1: 14,167 shares 14,167 $395K 0.1% -42 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,891 shares; 2024Q4: 13,281 shares; 2025Q1: 8,891 shares; 2025Q2: 8,891 shares; 2025Q3: 8,891 shares; 2025Q4: 8,391 shares; 2026Q1: 8,391 shares 8,391 $393K 0.1% 0 Timeline AVEM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,069 shares; 2026Q1: 4,868 shares 4,868 $392K 0.1% +1,799 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,875 shares; 2024Q4: 5,170 shares; 2025Q1: 3,653 shares; 2025Q2: 3,653 shares; 2025Q3: 3,903 shares; 2025Q4: 3,016 shares; 2026Q1: 3,238 shares 3,238 $384K 0.1% +222 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: not reported; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 1,693 shares; 2025Q3: 3,574 shares; 2025Q4: 3,618 shares; 2026Q1: 1,570 shares 1,570 $380K 0.1% -2,048 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 2,125 shares; 2026Q1: 1,512 shares 1,512 $379K 0.1% -613 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY 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: 3,328 shares; 2025Q3: 1,618 shares; 2025Q4: 1,032 shares; 2026Q1: 1,506 shares 1,506 $378K 0.1% +474 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 2,000 shares 2,000 $376K 0.1% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,883 shares 1,883 $372K 0.1% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,260 shares; 2024Q4: 80,193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,065 shares 5,065 $369K 0.1% new Timeline IBDR 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: 22,309 shares; 2024Q4: 22,309 shares; 2025Q1: 22,309 shares; 2025Q2: 22,309 shares; 2025Q3: 22,309 shares; 2025Q4: 15,130 shares; 2026Q1: 15,130 shares 15,130 $367K 0.1% 0 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,768 shares; 2025Q4: 4,418 shares; 2026Q1: 5,165 shares 5,165 $366K 0.1% +747 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: 4,522 shares; 2024Q4: 6,213 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,489 shares 1,489 $364K 0.1% new Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,417 shares; 2024Q4: 39,114 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,473 shares; 2025Q4: 8,503 shares; 2026Q1: 8,505 shares 8,505 $361K 0.1% +2 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,406 shares; 2024Q4: 4,427 shares; 2025Q1: 4,651 shares; 2025Q2: 4,433 shares; 2025Q3: 4,462 shares; 2025Q4: 4,458 shares; 2026Q1: 4,444 shares 4,444 $360K 0.1% -14 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,848 shares; 2024Q4: 14,759 shares; 2025Q1: 14,064 shares; 2025Q2: 13,915 shares; 2025Q3: 13,858 shares; 2025Q4: 14,647 shares; 2026Q1: 14,740 shares 14,740 $358K 0.09% +93 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,042 shares; 2025Q1: 2,077 shares; 2025Q2: 2,076 shares; 2025Q3: 2,076 shares; 2025Q4: 2,130 shares; 2026Q1: 2,092 shares 2,092 $354K 0.09% -38 Timeline SCHE 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: 10,465 shares; 2024Q4: 10,839 shares; 2025Q1: 10,733 shares; 2025Q2: 10,551 shares; 2025Q3: 10,660 shares; 2025Q4: 10,392 shares; 2026Q1: 10,677 shares 10,677 $352K 0.09% +285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,878 shares 5,878 $347K 0.09% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: not reported; 2025Q1: 3,708 shares; 2025Q2: 3,708 shares; 2025Q3: 3,708 shares; 2025Q4: 3,708 shares; 2026Q1: 3,708 shares 3,708 $346K 0.09% 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: 5,248 shares; 2024Q4: 6,383 shares; 2025Q1: 8,128 shares; 2025Q2: 9,561 shares; 2025Q3: 7,879 shares; 2025Q4: 6,420 shares; 2026Q1: 4,638 shares 4,638 $345K 0.09% -1,782 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: 2,878 shares; 2024Q4: 84,191 shares; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: 271 shares; 2025Q4: 266 shares; 2026Q1: 261 shares 261 $345K 0.09% -5 Timeline DDWM 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: 6,629 shares; 2026Q1: 7,673 shares 7,673 $338K 0.09% +1,044 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 474 shares; 2025Q1: 604 shares; 2025Q2: 531 shares; 2025Q3: 540 shares; 2025Q4: 541 shares; 2026Q1: 542 shares 542 $335K 0.09% +1 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,033 shares; 2025Q2: 2,415 shares; 2025Q3: 2,744 shares; 2025Q4: 2,549 shares; 2026Q1: 3,355 shares 3,355 $332K 0.09% +806 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,017 shares; 2025Q3: 9,524 shares; 2025Q4: 9,475 shares; 2026Q1: 13,181 shares 13,181 $330K 0.09% +3,706 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,227 shares; 2025Q2: 1,227 shares; 2025Q3: 1,682 shares; 2025Q4: 1,238 shares; 2026Q1: 1,239 shares 1,239 $330K 0.09% +1 Timeline SPAB 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: 13,027 shares; 2024Q4: 12,270 shares; 2025Q1: 12,842 shares; 2025Q2: 15,602 shares; 2025Q3: 12,224 shares; 2025Q4: 11,625 shares; 2026Q1: 12,796 shares 12,796 $328K 0.09% +1,171 Timeline OR OR ROYALTIES INC. More: the full row for OR ROYALTIES 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: 8,591 shares 8,591 $327K 0.09% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,315 shares; 2025Q1: 554 shares; 2025Q2: 554 shares; 2025Q3: 554 shares; 2025Q4: 556 shares; 2026Q1: 554 shares 554 $326K 0.09% -2 Timeline IAGG 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: 6,116 shares; 2025Q3: 6,807 shares; 2025Q4: 5,023 shares; 2026Q1: 6,491 shares 6,491 $325K 0.09% +1,468 Timeline UVE UNIVERSAL INS HLDGS INC More: the full row for UNIVERSAL INS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,282 shares 9,282 $317K 0.08% new Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,923 shares 4,923 $317K 0.08% new 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: not reported; 2024Q4: 19,886 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,462 shares 3,462 $313K 0.08% new Timeline MCRI MONARCH CASINO & RESORT INC More: the full row for MONARCH CASINO & RESORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,266 shares 3,266 $312K 0.08% new Timeline YORW YORK WTR CO More: the full row for YORK WTR 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: 10,165 shares 10,165 $310K 0.08% new Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,351 shares 2,351 $308K 0.08% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115,668 shares; 2025Q1: 6,599 shares; 2025Q2: 4,981 shares; 2025Q3: 6,334 shares; 2025Q4: 6,348 shares; 2026Q1: 6,728 shares 6,728 $307K 0.08% +380 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,195 shares 4,195 $306K 0.08% new 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: 14,132 shares; 2024Q4: 47,791 shares; 2025Q1: 4,354 shares; 2025Q2: 3,136 shares; 2025Q3: 6,260 shares; 2025Q4: 6,113 shares; 2026Q1: 2,984 shares 2,984 $306K 0.08% -3,129 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,202 shares; 2024Q4: 2,387 shares; 2025Q1: 1,128 shares; 2025Q2: 1,128 shares; 2025Q3: 1,129 shares; 2025Q4: 1,126 shares; 2026Q1: 1,125 shares 1,125 $306K 0.08% -1 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,586 shares; 2024Q4: 14,172 shares; 2025Q1: 14,501 shares; 2025Q2: 14,716 shares; 2025Q3: 7,588 shares; 2025Q4: 2,664 shares; 2026Q1: 2,382 shares 2,382 $305K 0.08% -282 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,825 shares 5,825 $304K 0.08% new Timeline XRN CHIRON REAL ESTATE INC More: the full row for CHIRON REAL ESTATE 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: 8,961 shares 8,961 $296K 0.08% new Timeline AIV APARTMENT INVT & MGMT CO More: the full row for APARTMENT INVT & MGMT 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: 72,697 shares 72,697 $296K 0.08% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,298 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 754 shares 754 $295K 0.08% new Timeline RMIF ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,449 shares; 2024Q4: 88,667 shares; 2025Q1: 101,285 shares; 2025Q2: 106,132 shares; 2025Q3: 116,987 shares; 2025Q4: 10,799 shares; 2026Q1: 12,136 shares 12,136 $294K 0.08% +1,337 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 1,004 shares 1,004 $294K 0.08% new Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,059 shares; 2025Q4: 20,544 shares; 2026Q1: 20,240 shares 20,240 $292K 0.08% -304 Timeline QVMM 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: 57,263 shares; 2024Q4: 54,210 shares; 2025Q1: 55,613 shares; 2025Q2: 56,526 shares; 2025Q3: 27,615 shares; 2025Q4: 10,347 shares; 2026Q1: 9,198 shares 9,198 $292K 0.08% -1,149 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: 2,039 shares 2,039 $290K 0.08% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,385 shares; 2024Q4: 16,261 shares; 2025Q1: 14,720 shares; 2025Q2: 15,674 shares; 2025Q3: 13,125 shares; 2025Q4: 10,630 shares; 2026Q1: 11,257 shares 11,257 $290K 0.08% +627 Timeline RPD RAPID7 INC More: the full row for RAPID7 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: 51,258 shares 51,258 $282K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: 9,802 shares; 2025Q2: 10,081 shares; 2025Q3: 29,162 shares; 2025Q4: 28,730 shares; 2026Q1: 9,732 shares 9,732 $282K 0.07% -18,998 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,041 shares 1,041 $282K 0.07% new 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: 2,100 shares; 2026Q1: 2,491 shares 2,491 $279K 0.07% +391 Timeline RSPD 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: 5,376 shares; 2024Q4: 5,376 shares; 2025Q1: 5,410 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 5,116 shares 5,116 $274K 0.07% 0 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,882 shares; 2025Q3: 9,257 shares; 2025Q4: 8,075 shares; 2026Q1: 8,648 shares 8,648 $274K 0.07% +573 Timeline VRE VERIS RESIDENTIAL INC More: the full row for VERIS RESIDENTIAL 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: 14,472 shares 14,472 $273K 0.07% new Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,467 shares; 2024Q4: 28,793 shares; 2025Q1: 29,442 shares; 2025Q2: 29,809 shares; 2025Q3: 14,656 shares; 2025Q4: 5,506 shares; 2026Q1: 4,934 shares 4,934 $271K 0.07% -572 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: 6,508 shares; 2024Q4: 6,508 shares; 2025Q1: 1,256 shares; 2025Q2: 1,256 shares; 2025Q3: 1,256 shares; 2025Q4: 1,257 shares; 2026Q1: 1,260 shares 1,260 $271K 0.07% +3 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,525 shares; 2024Q4: 5,620 shares; 2025Q1: 5,597 shares; 2025Q2: 5,538 shares; 2025Q3: 5,584 shares; 2025Q4: 5,677 shares; 2026Q1: 5,677 shares 5,677 $269K 0.07% 0 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: 1,162 shares; 2024Q4: 5,000 shares; 2025Q1: 5,910 shares; 2025Q2: 5,909 shares; 2025Q3: 5,963 shares; 2025Q4: 5,996 shares; 2026Q1: 5,909 shares 5,909 $268K 0.07% -87 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: 4,699 shares; 2024Q4: 48,195 shares; 2025Q1: 1,321 shares; 2025Q2: 1,298 shares; 2025Q3: 1,223 shares; 2025Q4: 1,136 shares; 2026Q1: 1,172 shares 1,172 $265K 0.07% +36 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,697 shares; 2025Q2: 12,757 shares; 2025Q3: 12,815 shares; 2025Q4: 12,876 shares; 2026Q1: 12,945 shares 12,945 $265K 0.07% +69 Timeline FLSP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,558 shares; 2024Q4: 38,283 shares; 2025Q1: 41,995 shares; 2025Q2: 44,670 shares; 2025Q3: 17,043 shares; 2025Q4: 8,489 shares; 2026Q1: 9,736 shares 9,736 $265K 0.07% +1,247 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,832 shares 3,832 $262K 0.07% new Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: not reported; 2025Q1: 6,132 shares; 2025Q2: 6,094 shares; 2025Q3: 6,072 shares; 2025Q4: 6,059 shares; 2026Q1: 6,054 shares 6,054 $261K 0.07% -5 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,619 shares; 2024Q4: 1,420 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,513 shares; 2025Q4: 1,508 shares; 2026Q1: 1,508 shares 1,508 $260K 0.07% 0 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: 1,056 shares; 2025Q1: 1,403 shares; 2025Q2: 1,257 shares; 2025Q3: 1,435 shares; 2025Q4: 1,238 shares; 2026Q1: 1,093 shares 1,093 $260K 0.07% -145 Timeline NWSA NEWS CORP NEW More: the full row for NEWS 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: 20,310 shares; 2025Q4: not reported; 2026Q1: 10,392 shares 10,392 $259K 0.07% new Timeline TR TOOTSIE ROLL INDS INC More: the full row for TOOTSIE ROLL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,018 shares 6,018 $257K 0.07% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,674 shares; 2025Q1: 2,840 shares; 2025Q2: 2,374 shares; 2025Q3: 2,582 shares; 2025Q4: 2,335 shares; 2026Q1: 2,336 shares 2,336 $255K 0.07% +1 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,320 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,029 shares 5,029 $253K 0.07% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,679 shares; 2026Q1: 1,716 shares 1,716 $252K 0.07% +37 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: 10,266 shares; 2024Q4: 49,622 shares; 2025Q1: 10,572 shares; 2025Q2: 10,838 shares; 2025Q3: 12,310 shares; 2025Q4: 10,733 shares; 2026Q1: 8,908 shares 8,908 $250K 0.07% -1,825 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,134 shares; 2024Q4: 21,497 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,709 shares; 2025Q4: 1,559 shares; 2026Q1: 1,553 shares 1,553 $248K 0.07% -6 Timeline WTV 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: 2,630 shares; 2025Q4: 2,244 shares; 2026Q1: 2,612 shares 2,612 $247K 0.07% +368 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,674 shares 7,674 $247K 0.07% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34 shares; 2025Q2: 45 shares; 2025Q3: 49 shares; 2025Q4: 48 shares; 2026Q1: 37 shares 37 $244K 0.06% -11 Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is 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: 21,036 shares 21,036 $242K 0.06% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,129 shares; 2025Q3: 4,907 shares; 2025Q4: 5,047 shares; 2026Q1: 4,952 shares 4,952 $242K 0.06% -95 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,945 shares; 2024Q4: 35,880 shares; 2025Q1: 36,687 shares; 2025Q2: 37,224 shares; 2025Q3: 17,508 shares; 2025Q4: 6,706 shares; 2026Q1: 5,932 shares 5,932 $240K 0.06% -774 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,543 shares; 2025Q2: 5,661 shares; 2025Q3: 3,748 shares; 2025Q4: 4,997 shares; 2026Q1: 1,660 shares 1,660 $240K 0.06% -3,337 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,205 shares 7,205 $238K 0.06% new Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES 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: 1,144 shares 1,144 $238K 0.06% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 9,038 shares; 2025Q1: 1,913 shares; 2025Q2: 1,715 shares; 2025Q3: 6,632 shares; 2025Q4: 5,052 shares; 2026Q1: 1,634 shares 1,634 $236K 0.06% -3,418 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES 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: 21,368 shares 21,368 $236K 0.06% new Timeline IMXI INTERNATIONAL MONEY EXPRESS More: the full row for INTERNATIONAL MONEY EXPRESS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,917 shares 14,917 $236K 0.06% new Timeline SMPL SIMPLY GOOD FOODS CO More: the full row for SIMPLY GOOD FOODS 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: 16,325 shares 16,325 $234K 0.06% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 709 shares 709 $233K 0.06% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,285 shares 1,285 $232K 0.06% new Timeline DGRS 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: 25,456 shares; 2024Q4: 24,061 shares; 2025Q1: 24,561 shares; 2025Q2: 24,704 shares; 2025Q3: 13,333 shares; 2025Q4: 4,897 shares; 2026Q1: 4,379 shares 4,379 $232K 0.06% -518 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,001 shares 3,001 $232K 0.06% new Timeline TIC TIC SOLUTIONS INC More: the full row for TIC 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: 34,880 shares 34,880 $230K 0.06% new 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: 18,579 shares; 2025Q4: 18,712 shares; 2026Q1: 2,005 shares 2,005 $227K 0.06% -16,707 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,802 shares; 2024Q4: 35,148 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,237 shares 1,237 $225K 0.06% new Timeline JGRO 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: 2,594 shares; 2025Q1: not reported; 2025Q2: 2,594 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,620 shares 2,620 $221K 0.06% +26 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,085 shares; 2025Q3: 5,249 shares; 2025Q4: 5,270 shares; 2026Q1: 1,544 shares 1,544 $221K 0.06% -3,726 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: 24,932 shares; 2025Q1: 952 shares; 2025Q2: 940 shares; 2025Q3: 939 shares; 2025Q4: 963 shares; 2026Q1: 959 shares 959 $220K 0.06% -4 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,536 shares; 2025Q1: 7,676 shares; 2025Q2: 7,486 shares; 2025Q3: 7,418 shares; 2025Q4: 5,589 shares; 2026Q1: 5,903 shares 5,903 $219K 0.06% +314 Timeline RSPS 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: 9,400 shares; 2024Q4: 7,940 shares; 2025Q1: 7,565 shares; 2025Q2: 7,565 shares; 2025Q3: 7,565 shares; 2025Q4: 7,360 shares; 2026Q1: 7,360 shares 7,360 $217K 0.06% 0 Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,848 shares 2,848 $217K 0.06% new 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: 7,936 shares; 2024Q4: 12,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,805 shares; 2026Q1: 8,758 shares 8,758 $217K 0.06% -47 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,071 shares; 2026Q1: 7,074 shares 7,074 $215K 0.06% +3 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: 7,495 shares; 2025Q4: 6,332 shares; 2026Q1: 6,492 shares 6,492 $214K 0.06% +160 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,384 shares 8,384 $214K 0.06% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,495 shares 1,495 $213K 0.06% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,024 shares; 2025Q2: 5,024 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,999 shares 4,999 $212K 0.06% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,177 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,311 shares 3,311 $212K 0.06% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,618 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,930 shares; 2025Q4: 2,930 shares; 2026Q1: 2,933 shares 2,933 $211K 0.06% +3 Timeline XPEL XPEL INC More: the full row for XPEL 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: 4,747 shares 4,747 $210K 0.06% new Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,148 shares; 2024Q4: 8,789 shares; 2025Q1: 8,980 shares; 2025Q2: 9,125 shares; 2025Q3: 4,324 shares; 2025Q4: 1,647 shares; 2026Q1: 1,467 shares 1,467 $210K 0.06% -180 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,522 shares; 2024Q4: 22,496 shares; 2025Q1: 22,976 shares; 2025Q2: 23,186 shares; 2025Q3: 11,027 shares; 2025Q4: 4,169 shares; 2026Q1: 3,717 shares 3,717 $209K 0.06% -452 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,110 shares; 2024Q4: 16,110 shares; 2025Q1: 16,110 shares; 2025Q2: 16,110 shares; 2025Q3: 16,110 shares; 2025Q4: 8,632 shares; 2026Q1: 8,632 shares 8,632 $209K 0.06% 0 Timeline VIGI 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: 3,056 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,292 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares 2,349 $208K 0.05% 0 Timeline FLQS FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,992 shares; 2024Q4: 29,049 shares; 2025Q1: 29,362 shares; 2025Q2: 29,587 shares; 2025Q3: 15,781 shares; 2025Q4: 5,482 shares; 2026Q1: 4,833 shares 4,833 $206K 0.05% -649 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,388 shares 2,388 $205K 0.05% 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: 4,326 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,364 shares 3,364 $204K 0.05% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,716 shares; 2025Q1: 6,304 shares; 2025Q2: 7,992 shares; 2025Q3: 11,108 shares; 2025Q4: 9,474 shares; 2026Q1: 2,536 shares 2,536 $204K 0.05% -6,938 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,384 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,826 shares 1,826 $203K 0.05% new Timeline JAVA 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: 2,791 shares; 2026Q1: 2,822 shares 2,822 $202K 0.05% +31 Timeline CNTA CENTESSA PHARMACEUTICALS PLC More: the full row for CENTESSA PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,083 shares 5,083 $202K 0.05% new Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,118 shares 3,118 $202K 0.05% new Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 6,387 shares 6,387 $202K 0.05% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,941 shares; 2026Q1: 3,971 shares 3,971 $202K 0.05% +30 Timeline KREF KKR REAL ESTATE FIN TR INC More: the full row for KKR REAL ESTATE FIN TR 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: 32,894 shares 32,894 $201K 0.05% new 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: 5,858 shares; 2025Q4: 5,308 shares; 2026Q1: 5,539 shares 5,539 $201K 0.05% +231 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,531 shares 15,531 $169K 0.04% new Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,856 shares; 2024Q4: 14,856 shares; 2025Q1: 14,856 shares; 2025Q2: 14,856 shares; 2025Q3: 14,856 shares; 2025Q4: 14,856 shares; 2026Q1: 14,856 shares 14,856 $168K 0.04% 0 Timeline BVS BIOVENTUS INC More: the full row for BIOVENTUS 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: 17,608 shares 17,608 $161K 0.04% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,552 shares 10,552 $143K 0.04% new Timeline PAYO PAYONEER GLOBAL INC More: the full row for PAYONEER 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: not reported; 2026Q1: 27,473 shares 27,473 $133K 0.04% new Timeline SXC SUNCOKE ENERGY INC More: the full row for SUNCOKE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,955 shares 19,955 $130K 0.03% new Timeline SFL SFL CORPORATION LTD More: the full row for SFL CORPORATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,098 shares 11,098 $120K 0.03% new Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,482 shares 12,482 $116K 0.03% new Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,382 shares; 2024Q4: 20,382 shares; 2025Q1: 20,382 shares; 2025Q2: 20,382 shares; 2025Q3: 20,382 shares; 2025Q4: 20,382 shares; 2026Q1: 20,382 shares 20,382 $116K 0.03% 0 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE 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: 14,830 shares 14,830 $114K 0.03% new Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT 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: 13,619 shares 13,619 $111K 0.03% new Timeline OSG OCTAVE SPECIALTY GROUP INC More: the full row for OCTAVE SPECIALTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,440 shares 23,440 $109K 0.03% new Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,697 shares 11,697 $97.3K 0.03% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,096 shares; 2025Q2: 10,439 shares; 2025Q3: 10,781 shares; 2025Q4: 11,093 shares; 2026Q1: 11,443 shares 11,443 $94.2K 0.02% +350 Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,450 shares; 2024Q4: 14,685 shares; 2025Q1: 18,344 shares; 2025Q2: 18,887 shares; 2025Q3: 18,504 shares; 2025Q4: 11,994 shares; 2026Q1: 12,208 shares 12,208 $93.8K 0.02% +214 Timeline AVAH AVEANNA HEALTHCARE HLDGS INC More: the full row for AVEANNA HEALTHCARE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,357 shares 13,357 $86K 0.02% new Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN 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: 15,761 shares 15,761 $85.1K 0.02% new Timeline CRON CRONOS GROUP INC More: the full row for CRONOS 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: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $62.8K 0.02% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,700 shares; 2024Q4: 13,300 shares; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 35,000 shares; 2026Q1: 35,000 shares 35,000 $48.6K 0.01% 0 Timeline