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: 159,736 shares; 2024Q4: 165,245 shares; 2025Q1: 167,345 shares; 2025Q2: 174,226 shares; 2025Q3: 179,714 shares; 2025Q4: 192,796 shares; 2026Q1: 365,669 shares 365,669 $160M 4.88% +172,873 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: 1,131,884 shares; 2024Q4: 1,203,522 shares; 2025Q1: 1,184,828 shares; 2025Q2: 1,104,693 shares; 2025Q3: 1,072,409 shares; 2025Q4: 1,049,797 shares; 2026Q1: 1,960,679 shares 1,960,679 $126M 3.84% +910,882 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: 289,985 shares; 2024Q4: 320,022 shares; 2025Q1: 311,989 shares; 2025Q2: 325,725 shares; 2025Q3: 329,165 shares; 2025Q4: 351,076 shares; 2026Q1: 638,267 shares 638,267 $125M 3.83% +287,191 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS 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: 853,203 shares; 2025Q3: 1,034,703 shares; 2025Q4: 1,347,271 shares; 2026Q1: 2,399,648 shares 2,399,648 $78.9M 2.41% +1,052,377 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS 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: 1,041,021 shares; 2025Q3: 1,236,155 shares; 2025Q4: 1,375,888 shares; 2026Q1: 2,362,628 shares 2,362,628 $73.5M 2.24% +986,740 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,947 shares; 2024Q4: 213,909 shares; 2025Q1: 201,896 shares; 2025Q2: 177,873 shares; 2025Q3: 181,625 shares; 2025Q4: 183,044 shares; 2026Q1: 254,789 shares 254,789 $64.7M 1.98% +71,745 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: 658,428 shares; 2024Q4: 687,728 shares; 2025Q1: 713,233 shares; 2025Q2: 732,123 shares; 2025Q3: 729,330 shares; 2025Q4: 723,987 shares; 2026Q1: 666,445 shares 666,445 $58.8M 1.8% -57,542 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: 165,700 shares; 2024Q4: 175,635 shares; 2025Q1: 202,002 shares; 2025Q2: 232,778 shares; 2025Q3: 237,372 shares; 2025Q4: 240,285 shares; 2026Q1: 273,540 shares 273,540 $47.7M 1.46% +33,255 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 215,846 shares; 2024Q4: 279,260 shares; 2025Q1: 337,421 shares; 2025Q2: 332,107 shares; 2025Q3: 354,912 shares; 2025Q4: 347,340 shares; 2026Q1: 564,718 shares 564,718 $44.3M 1.35% +217,378 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279,489 shares; 2024Q4: 314,030 shares; 2025Q1: 290,250 shares; 2025Q2: 296,672 shares; 2025Q3: 363,192 shares; 2025Q4: 557,665 shares; 2026Q1: 479,367 shares 479,367 $43.9M 1.34% -78,298 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451,210 shares; 2024Q4: 471,321 shares; 2025Q1: 466,495 shares; 2025Q2: 431,929 shares; 2025Q3: 424,354 shares; 2025Q4: 424,542 shares; 2026Q1: 780,631 shares 780,631 $42.2M 1.29% +356,089 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: 67,180 shares; 2024Q4: 69,511 shares; 2025Q1: 72,433 shares; 2025Q2: 86,795 shares; 2025Q3: 94,785 shares; 2025Q4: 95,759 shares; 2026Q1: 121,578 shares 121,578 $39M 1.19% +25,819 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,881 shares; 2024Q4: 362,740 shares; 2025Q1: 369,124 shares; 2025Q2: 373,805 shares; 2025Q3: 376,164 shares; 2025Q4: 392,419 shares; 2026Q1: 760,455 shares 760,455 $36.5M 1.12% +368,036 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: 54,278 shares; 2024Q4: 58,639 shares; 2025Q1: 61,855 shares; 2025Q2: 64,821 shares; 2025Q3: 66,661 shares; 2025Q4: 69,203 shares; 2026Q1: 95,488 shares 95,488 $35.3M 1.08% +26,285 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: 108,581 shares; 2024Q4: 107,243 shares; 2025Q1: 106,192 shares; 2025Q2: 100,834 shares; 2025Q3: 104,019 shares; 2025Q4: 106,643 shares; 2026Q1: 121,438 shares 121,438 $34.9M 1.07% +14,795 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: 100,878 shares; 2024Q4: 105,462 shares; 2025Q1: 121,158 shares; 2025Q2: 116,685 shares; 2025Q3: 119,367 shares; 2025Q4: 138,496 shares; 2026Q1: 162,143 shares 162,143 $33.8M 1.03% +23,647 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,522 shares; 2024Q4: 260,683 shares; 2025Q1: 437,187 shares; 2025Q2: 403,836 shares; 2025Q3: 489,331 shares; 2025Q4: 497,102 shares; 2026Q1: 518,469 shares 518,469 $32.4M 0.99% +21,367 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: 73,284 shares; 2024Q4: 73,571 shares; 2025Q1: 77,530 shares; 2025Q2: 78,333 shares; 2025Q3: 77,516 shares; 2025Q4: 81,124 shares; 2026Q1: 86,484 shares 86,484 $32.2M 0.98% +5,360 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: 80,459 shares; 2024Q4: 84,316 shares; 2025Q1: 87,202 shares; 2025Q2: 94,345 shares; 2025Q3: 93,221 shares; 2025Q4: 93,097 shares; 2026Q1: 102,979 shares 102,979 $31.9M 0.97% +9,882 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: 43,220 shares; 2024Q4: 56,540 shares; 2025Q1: 50,011 shares; 2025Q2: 48,592 shares; 2025Q3: 48,384 shares; 2025Q4: 47,525 shares; 2026Q1: 48,650 shares 48,650 $29.1M 0.89% +1,125 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: 433 shares; 2024Q4: 417 shares; 2025Q1: 735 shares; 2025Q2: 738 shares; 2025Q3: 200,767 shares; 2025Q4: 268,028 shares; 2026Q1: 260,401 shares 260,401 $29M 0.89% -7,627 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: 57,210 shares; 2024Q4: 57,463 shares; 2025Q1: 56,198 shares; 2025Q2: 57,743 shares; 2025Q3: 56,791 shares; 2025Q4: 57,614 shares; 2026Q1: 110,024 shares 110,024 $28.8M 0.88% +52,410 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: 124,688 shares; 2024Q4: 114,159 shares; 2025Q1: 116,244 shares; 2025Q2: 107,971 shares; 2025Q3: 118,664 shares; 2025Q4: 125,345 shares; 2026Q1: 126,760 shares 126,760 $27.3M 0.83% +1,415 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462,020 shares; 2024Q4: 499,693 shares; 2025Q1: 563,146 shares; 2025Q2: 696,150 shares; 2025Q3: 733,602 shares; 2025Q4: 690,258 shares; 2026Q1: 689,740 shares 689,740 $26.8M 0.82% -518 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,694 shares; 2024Q4: 329,479 shares; 2025Q1: 362,016 shares; 2025Q2: 383,065 shares; 2025Q3: 395,574 shares; 2025Q4: 429,503 shares; 2026Q1: 452,375 shares 452,375 $26.7M 0.82% +22,872 Timeline AVDE 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: 47,571 shares; 2024Q4: 65,546 shares; 2025Q1: 71,945 shares; 2025Q2: 78,802 shares; 2025Q3: 155,587 shares; 2025Q4: 186,126 shares; 2026Q1: 277,376 shares 277,376 $23.5M 0.72% +91,250 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: 54,989 shares; 2024Q4: 56,581 shares; 2025Q1: 48,189 shares; 2025Q2: 49,411 shares; 2025Q3: 49,683 shares; 2025Q4: 50,651 shares; 2026Q1: 73,566 shares 73,566 $21.1M 0.64% +22,915 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: 20,361 shares; 2024Q4: 23,397 shares; 2025Q1: 26,675 shares; 2025Q2: 28,286 shares; 2025Q3: 32,859 shares; 2025Q4: 31,949 shares; 2026Q1: 32,099 shares 32,099 $21M 0.64% +150 Timeline VSLU 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: 69,910 shares; 2024Q4: 86,583 shares; 2025Q1: 111,168 shares; 2025Q2: 103,674 shares; 2025Q3: 256,620 shares; 2025Q4: 316,246 shares; 2026Q1: 500,722 shares 500,722 $20.9M 0.64% +184,476 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: 522 shares; 2024Q4: 7,456 shares; 2025Q1: 12,241 shares; 2025Q2: 11,674 shares; 2025Q3: 16,060 shares; 2025Q4: 14,992 shares; 2026Q1: 15,058 shares 15,058 $19.9M 0.61% +66 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179,671 shares; 2024Q4: 184,254 shares; 2025Q1: 200,510 shares; 2025Q2: 238,943 shares; 2025Q3: 254,232 shares; 2025Q4: 272,573 shares; 2026Q1: 282,858 shares 282,858 $19.9M 0.61% +10,285 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: 247,197 shares; 2024Q4: 224,342 shares; 2025Q1: 178,637 shares; 2025Q2: 180,274 shares; 2025Q3: 167,391 shares; 2025Q4: 134,772 shares; 2026Q1: 135,699 shares 135,699 $19.9M 0.61% +927 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: 11,441 shares; 2024Q4: 15,576 shares; 2025Q1: 27,023 shares; 2025Q2: 22,236 shares; 2025Q3: 20,475 shares; 2025Q4: 27,086 shares; 2026Q1: 30,081 shares 30,081 $19.6M 0.6% +2,995 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,753 shares; 2025Q2: 138,110 shares; 2025Q3: 207,235 shares; 2025Q4: 427,697 shares; 2026Q1: 253,575 shares 253,575 $19.2M 0.59% -174,122 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: 49,408 shares; 2024Q4: 49,386 shares; 2025Q1: 52,967 shares; 2025Q2: 54,787 shares; 2025Q3: 54,749 shares; 2025Q4: 57,175 shares; 2026Q1: 56,093 shares 56,093 $19.2M 0.59% -1,082 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,938 shares; 2024Q4: 236,509 shares; 2025Q1: 322,146 shares; 2025Q2: 382,889 shares; 2025Q3: 430,337 shares; 2025Q4: 465,364 shares; 2026Q1: 495,894 shares 495,894 $19.1M 0.58% +30,530 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,076 shares; 2024Q4: 184,356 shares; 2025Q1: 345,956 shares; 2025Q2: 389,663 shares; 2025Q3: 435,390 shares; 2025Q4: 478,570 shares; 2026Q1: 526,521 shares 526,521 $18.7M 0.57% +47,951 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: 258,883 shares; 2024Q4: 250,642 shares; 2025Q1: 239,138 shares; 2025Q2: 241,092 shares; 2025Q3: 234,925 shares; 2025Q4: 238,835 shares; 2026Q1: 235,621 shares 235,621 $18.7M 0.57% -3,214 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: 135,355 shares; 2024Q4: 138,124 shares; 2025Q1: 143,687 shares; 2025Q2: 154,058 shares; 2025Q3: 155,279 shares; 2025Q4: 156,019 shares; 2026Q1: 158,033 shares 158,033 $18.2M 0.55% +2,014 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,667 shares; 2024Q4: 236,561 shares; 2025Q1: 222,233 shares; 2025Q2: 219,277 shares; 2025Q3: 196,547 shares; 2025Q4: 200,060 shares; 2026Q1: 384,290 shares 384,290 $18M 0.55% +184,230 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: 98,463 shares; 2024Q4: 135,270 shares; 2025Q1: 118,791 shares; 2025Q2: 116,406 shares; 2025Q3: 115,628 shares; 2025Q4: 118,357 shares; 2026Q1: 222,339 shares 222,339 $17.2M 0.52% +103,982 Timeline BSVO 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: 564,255 shares; 2024Q4: 577,643 shares; 2025Q1: 599,119 shares; 2025Q2: 609,278 shares; 2025Q3: 617,070 shares; 2025Q4: 622,811 shares; 2026Q1: 647,398 shares 647,398 $16.4M 0.5% +24,587 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,207 shares; 2024Q4: 277,499 shares; 2025Q1: 402,935 shares; 2025Q2: 476,785 shares; 2025Q3: 511,251 shares; 2025Q4: 541,588 shares; 2026Q1: 552,499 shares 552,499 $16.3M 0.5% +10,911 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 680,685 shares; 2024Q4: 740,355 shares; 2025Q1: 787,432 shares; 2025Q2: 851,892 shares; 2025Q3: 742,860 shares; 2025Q4: 455,163 shares; 2026Q1: 600,714 shares 600,714 $16.1M 0.49% +145,551 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,796 shares; 2024Q4: 113,517 shares; 2025Q1: 114,832 shares; 2025Q2: 113,983 shares; 2025Q3: 113,449 shares; 2025Q4: 117,916 shares; 2026Q1: 231,633 shares 231,633 $15.9M 0.49% +113,717 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,318 shares; 2024Q4: 175,459 shares; 2025Q1: 174,847 shares; 2025Q2: 175,449 shares; 2025Q3: 205,215 shares; 2025Q4: 228,090 shares; 2026Q1: 265,925 shares 265,925 $15.8M 0.48% +37,835 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: 7,954 shares; 2024Q4: 9,321 shares; 2025Q1: 8,549 shares; 2025Q2: 26,364 shares; 2025Q3: 25,593 shares; 2025Q4: 26,875 shares; 2026Q1: 27,109 shares 27,109 $15.6M 0.48% +234 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,952 shares; 2024Q4: 78,482 shares; 2025Q1: 167,213 shares; 2025Q2: 280,615 shares; 2025Q3: 344,006 shares; 2025Q4: 343,780 shares; 2026Q1: 596,847 shares 596,847 $15.6M 0.48% +253,067 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,495 shares; 2024Q4: 322,434 shares; 2025Q1: 405,631 shares; 2025Q2: 424,878 shares; 2025Q3: 444,303 shares; 2025Q4: 621,845 shares; 2026Q1: 692,902 shares 692,902 $15.5M 0.47% +71,057 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: 15,652 shares; 2024Q4: 16,360 shares; 2025Q1: 17,938 shares; 2025Q2: 20,466 shares; 2025Q3: 21,603 shares; 2025Q4: 23,637 shares; 2026Q1: 26,980 shares 26,980 $15.4M 0.47% +3,343 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: 31,875 shares; 2024Q4: 32,765 shares; 2025Q1: 32,706 shares; 2025Q2: 33,691 shares; 2025Q3: 34,223 shares; 2025Q4: 35,641 shares; 2026Q1: 50,412 shares 50,412 $14.8M 0.45% +14,771 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,657 shares; 2024Q4: 114,950 shares; 2025Q1: 116,849 shares; 2025Q2: 126,678 shares; 2025Q3: 127,432 shares; 2025Q4: 129,050 shares; 2026Q1: 135,164 shares 135,164 $14.2M 0.43% +6,114 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: 21,908 shares; 2024Q4: 21,491 shares; 2025Q1: 128,286 shares; 2025Q2: 140,807 shares; 2025Q3: 150,663 shares; 2025Q4: 153,377 shares; 2026Q1: 145,421 shares 145,421 $14.1M 0.43% -7,956 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: 69,807 shares; 2024Q4: 73,288 shares; 2025Q1: 75,023 shares; 2025Q2: 76,579 shares; 2025Q3: 83,176 shares; 2025Q4: 90,883 shares; 2026Q1: 113,451 shares 113,451 $14.1M 0.43% +22,568 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 245,892 shares; 2025Q2: 294,821 shares; 2025Q3: 289,474 shares; 2025Q4: 289,817 shares; 2026Q1: 274,467 shares 274,467 $14M 0.43% -15,350 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: 15,731 shares; 2024Q4: 21,485 shares; 2025Q1: 27,479 shares; 2025Q2: 45,269 shares; 2025Q3: 60,985 shares; 2025Q4: 67,977 shares; 2026Q1: 70,254 shares 70,254 $13.9M 0.42% +2,277 Timeline RAA 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: 291,830 shares; 2025Q2: 297,019 shares; 2025Q3: 337,882 shares; 2025Q4: 363,866 shares; 2026Q1: 499,446 shares 499,446 $13.8M 0.42% +135,580 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: 64,501 shares; 2024Q4: 65,034 shares; 2025Q1: 66,070 shares; 2025Q2: 66,761 shares; 2025Q3: 68,082 shares; 2025Q4: 67,817 shares; 2026Q1: 68,133 shares 68,133 $13.5M 0.41% +316 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,346 shares; 2024Q4: 164,758 shares; 2025Q1: 207,756 shares; 2025Q2: 247,893 shares; 2025Q3: 271,962 shares; 2025Q4: 299,777 shares; 2026Q1: 321,269 shares 321,269 $12.9M 0.39% +21,492 Timeline FENI 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: 384 shares; 2025Q2: 384 shares; 2025Q3: 1,867 shares; 2025Q4: 208,720 shares; 2026Q1: 339,918 shares 339,918 $12.6M 0.39% +131,198 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: 29,316 shares; 2024Q4: 29,923 shares; 2025Q1: 29,236 shares; 2025Q2: 25,737 shares; 2025Q3: 25,691 shares; 2025Q4: 28,704 shares; 2026Q1: 37,212 shares 37,212 $12.2M 0.37% +8,508 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,910 shares; 2024Q4: 123,453 shares; 2025Q1: 139,625 shares; 2025Q2: 132,141 shares; 2025Q3: 160,285 shares; 2025Q4: 168,430 shares; 2026Q1: 169,271 shares 169,271 $12.2M 0.37% +841 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: 117,091 shares; 2024Q4: 113,680 shares; 2025Q1: 118,638 shares; 2025Q2: 115,149 shares; 2025Q3: 110,290 shares; 2025Q4: 112,863 shares; 2026Q1: 114,489 shares 114,489 $10.9M 0.33% +1,626 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,342 shares; 2024Q4: 98,038 shares; 2025Q1: 97,564 shares; 2025Q2: 100,391 shares; 2025Q3: 101,291 shares; 2025Q4: 103,193 shares; 2026Q1: 115,809 shares 115,809 $10.7M 0.33% +12,616 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: 19,868 shares; 2024Q4: 20,269 shares; 2025Q1: 13,894 shares; 2025Q2: 20,252 shares; 2025Q3: 23,497 shares; 2025Q4: 23,272 shares; 2026Q1: 22,349 shares 22,349 $10.7M 0.33% -923 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: 30,606 shares; 2024Q4: 31,721 shares; 2025Q1: 36,183 shares; 2025Q2: 39,206 shares; 2025Q3: 38,714 shares; 2025Q4: 49,527 shares; 2026Q1: 60,927 shares 60,927 $10.3M 0.32% +11,400 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,743 shares; 2024Q4: 2,760 shares; 2025Q1: 2,785 shares; 2025Q2: 2,883 shares; 2025Q3: 2,888 shares; 2025Q4: 2,791 shares; 2026Q1: 3,025 shares 3,025 $10.2M 0.31% +234 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: 295,414 shares; 2024Q4: 220,970 shares; 2025Q1: 215,072 shares; 2025Q2: 220,359 shares; 2025Q3: 227,371 shares; 2025Q4: 228,348 shares; 2026Q1: 228,463 shares 228,463 $9.85M 0.3% +115 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,328 shares; 2024Q4: 21,574 shares; 2025Q1: 72,747 shares; 2025Q2: 89,190 shares; 2025Q3: 107,159 shares; 2025Q4: 117,073 shares; 2026Q1: 132,570 shares 132,570 $9.76M 0.3% +15,497 Timeline VGSH 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: 65,621 shares; 2024Q4: 120,256 shares; 2025Q1: 121,493 shares; 2025Q2: 152,978 shares; 2025Q3: 130,419 shares; 2025Q4: 154,223 shares; 2026Q1: 162,479 shares 162,479 $9.51M 0.29% +8,256 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: 67,246 shares; 2024Q4: 67,141 shares; 2025Q1: 65,400 shares; 2025Q2: 45,199 shares; 2025Q3: 38,240 shares; 2025Q4: 39,539 shares; 2026Q1: 45,548 shares 45,548 $9.42M 0.29% +6,009 Timeline IWN 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: 13,175 shares; 2024Q4: 13,727 shares; 2025Q1: 6,585 shares; 2025Q2: not reported; 2025Q3: 972 shares; 2025Q4: 1,090 shares; 2026Q1: 49,596 shares 49,596 $9.4M 0.29% +48,506 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,781 shares; 2024Q4: 125,781 shares; 2025Q1: 125,781 shares; 2025Q2: 173,672 shares; 2025Q3: 170,685 shares; 2025Q4: 180,368 shares; 2026Q1: 188,727 shares 188,727 $9.15M 0.28% +8,359 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: 3,795 shares; 2024Q4: 4,043 shares; 2025Q1: 5,042 shares; 2025Q2: 6,120 shares; 2025Q3: 6,396 shares; 2025Q4: 7,129 shares; 2026Q1: 9,620 shares 9,620 $8.85M 0.27% +2,491 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,844 shares; 2024Q4: 18,471 shares; 2025Q1: 21,973 shares; 2025Q2: 26,483 shares; 2025Q3: 25,751 shares; 2025Q4: 24,113 shares; 2026Q1: 20,512 shares 20,512 $7.96M 0.24% -3,601 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,258 shares; 2024Q4: 120,930 shares; 2025Q1: 185,345 shares; 2025Q2: 177,380 shares; 2025Q3: 154,044 shares; 2025Q4: 157,373 shares; 2026Q1: 133,423 shares 133,423 $7.56M 0.23% -23,950 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,769 shares; 2024Q4: 52,578 shares; 2025Q1: 53,488 shares; 2025Q2: 54,392 shares; 2025Q3: 54,759 shares; 2025Q4: 56,001 shares; 2026Q1: 62,997 shares 62,997 $7.24M 0.22% +6,996 Timeline MGV 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: 39,337 shares; 2024Q4: 38,858 shares; 2025Q1: 37,133 shares; 2025Q2: 36,923 shares; 2025Q3: 36,664 shares; 2025Q4: 31,365 shares; 2026Q1: 49,571 shares 49,571 $7.19M 0.22% +18,206 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: 4,832 shares; 2024Q4: 4,951 shares; 2025Q1: 4,731 shares; 2025Q2: 4,895 shares; 2025Q3: 4,905 shares; 2025Q4: 4,936 shares; 2026Q1: 8,287 shares 8,287 $7.01M 0.21% +3,351 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,564 shares; 2024Q4: 22,716 shares; 2025Q1: 32,088 shares; 2025Q2: 32,691 shares; 2025Q3: 35,336 shares; 2025Q4: 52,606 shares; 2026Q1: 55,861 shares 55,861 $6.97M 0.21% +3,255 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,921 shares; 2024Q4: 13,548 shares; 2025Q1: 34,704 shares; 2025Q2: 45,461 shares; 2025Q3: 50,650 shares; 2025Q4: 52,718 shares; 2026Q1: 52,150 shares 52,150 $6.93M 0.21% -568 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: 29,471 shares; 2024Q4: 29,063 shares; 2025Q1: 30,547 shares; 2025Q2: 22,068 shares; 2025Q3: 19,132 shares; 2025Q4: 19,555 shares; 2026Q1: 19,686 shares 19,686 $6.93M 0.21% +131 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,250 shares; 2024Q4: 35,762 shares; 2025Q1: 85,894 shares; 2025Q2: 92,491 shares; 2025Q3: 98,150 shares; 2025Q4: 74,764 shares; 2026Q1: 153,620 shares 153,620 $6.89M 0.21% +78,856 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: 8,721 shares; 2024Q4: 9,782 shares; 2025Q1: 9,201 shares; 2025Q2: 10,187 shares; 2025Q3: 9,877 shares; 2025Q4: 10,184 shares; 2026Q1: 16,005 shares 16,005 $6.89M 0.21% +5,821 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: 4,380 shares; 2024Q4: 4,445 shares; 2025Q1: 5,110 shares; 2025Q2: 5,365 shares; 2025Q3: 6,170 shares; 2025Q4: 62,036 shares; 2026Q1: 69,250 shares 69,250 $6.66M 0.2% +7,214 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,696 shares; 2024Q4: 94,073 shares; 2025Q1: 93,024 shares; 2025Q2: 91,007 shares; 2025Q3: 90,591 shares; 2025Q4: 89,403 shares; 2026Q1: 93,133 shares 93,133 $6.6M 0.2% +3,730 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: 682 shares; 2024Q4: 436 shares; 2025Q1: 1,327 shares; 2025Q2: 2,584 shares; 2025Q3: 3,168 shares; 2025Q4: 26,199 shares; 2026Q1: 39,865 shares 39,865 $6.54M 0.2% +13,666 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,032 shares; 2024Q4: 69,254 shares; 2025Q1: 68,011 shares; 2025Q2: 67,640 shares; 2025Q3: 67,453 shares; 2025Q4: 67,669 shares; 2026Q1: 68,084 shares 68,084 $6.53M 0.2% +415 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: 16,518 shares; 2024Q4: 16,685 shares; 2025Q1: 17,364 shares; 2025Q2: 16,350 shares; 2025Q3: 16,441 shares; 2025Q4: 16,287 shares; 2026Q1: 16,472 shares 16,472 $6.43M 0.2% +185 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,869 shares; 2024Q4: 25,515 shares; 2025Q1: 26,039 shares; 2025Q2: 25,830 shares; 2025Q3: 25,257 shares; 2025Q4: 23,404 shares; 2026Q1: 34,881 shares 34,881 $6.43M 0.2% +11,477 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,660 shares; 2024Q4: 15,336 shares; 2025Q1: 15,205 shares; 2025Q2: 14,215 shares; 2025Q3: 12,936 shares; 2025Q4: 10,940 shares; 2026Q1: 17,488 shares 17,488 $6.43M 0.2% +6,548 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: 9,969 shares; 2024Q4: 10,726 shares; 2025Q1: 6,051 shares; 2025Q2: 5,682 shares; 2025Q3: 5,311 shares; 2025Q4: 4,724 shares; 2026Q1: 6,329 shares 6,329 $6.31M 0.19% +1,605 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,562 shares; 2025Q1: 42,005 shares; 2025Q2: 53,602 shares; 2025Q3: 54,893 shares; 2025Q4: 41,209 shares; 2026Q1: 155,789 shares 155,789 $6.3M 0.19% +114,580 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: 26 shares; 2024Q4: 31 shares; 2025Q1: 56 shares; 2025Q2: 68 shares; 2025Q3: 97 shares; 2025Q4: 11,159 shares; 2026Q1: 13,243 shares 13,243 $6.28M 0.19% +2,084 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,472 shares; 2024Q4: 31,401 shares; 2025Q1: 35,708 shares; 2025Q2: 39,735 shares; 2025Q3: 43,626 shares; 2025Q4: 45,773 shares; 2026Q1: 45,023 shares 45,023 $6.23M 0.19% -750 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 1,407 shares; 2025Q1: 2,515 shares; 2025Q2: 89,986 shares; 2025Q3: 90,656 shares; 2025Q4: 88,314 shares; 2026Q1: 89,840 shares 89,840 $6.23M 0.19% +1,526 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,213 shares; 2024Q4: 103,583 shares; 2025Q1: 103,563 shares; 2025Q2: 118,048 shares; 2025Q3: 119,802 shares; 2025Q4: 118,026 shares; 2026Q1: 117,830 shares 117,830 $6.22M 0.19% -196 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 44,928 shares; 2025Q4: 44,423 shares; 2026Q1: 47,863 shares 47,863 $6.14M 0.19% +3,440 Timeline PSH PGIM ETF TR More: the full row for PGIM 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: 116,681 shares; 2025Q4: 119,412 shares; 2026Q1: 122,883 shares 122,883 $6.09M 0.19% +3,471 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,439 shares; 2024Q4: 158,304 shares; 2025Q1: 167,032 shares; 2025Q2: 161,430 shares; 2025Q3: 154,168 shares; 2025Q4: 164,212 shares; 2026Q1: 161,514 shares 161,514 $6.04M 0.18% -2,698 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,185 shares; 2024Q4: 27,222 shares; 2025Q1: 47,773 shares; 2025Q2: 47,934 shares; 2025Q3: 47,703 shares; 2025Q4: 47,895 shares; 2026Q1: 40,662 shares 40,662 $6.02M 0.18% -7,233 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,622 shares; 2024Q4: 38,931 shares; 2025Q1: 40,581 shares; 2025Q2: 42,630 shares; 2025Q3: 43,467 shares; 2025Q4: 44,267 shares; 2026Q1: 43,296 shares 43,296 $5.94M 0.18% -971 Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 34 shares; 2025Q2: 14 shares; 2025Q3: 281 shares; 2025Q4: 7,037 shares; 2026Q1: 23,454 shares 23,454 $5.88M 0.18% +16,417 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: 15,300 shares; 2024Q4: 18,014 shares; 2025Q1: 18,746 shares; 2025Q2: 18,762 shares; 2025Q3: 17,992 shares; 2025Q4: 17,720 shares; 2026Q1: 19,388 shares 19,388 $5.86M 0.18% +1,668 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: 11,275 shares; 2024Q4: 22,870 shares; 2025Q1: 23,793 shares; 2025Q2: 26,003 shares; 2025Q3: 25,248 shares; 2025Q4: 26,357 shares; 2026Q1: 36,503 shares 36,503 $5.85M 0.18% +10,146 Timeline IVSS 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: not reported; 2026Q1: 224,789 shares 224,789 $5.83M 0.18% new Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,831 shares; 2024Q4: 27,656 shares; 2025Q1: 33,454 shares; 2025Q2: 155,266 shares; 2025Q3: 194,371 shares; 2025Q4: 172,957 shares; 2026Q1: 121,215 shares 121,215 $5.8M 0.18% -51,742 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 31,694 shares; 2025Q1: 133,000 shares; 2025Q2: 135,374 shares; 2025Q3: 142,009 shares; 2025Q4: 148,091 shares; 2026Q1: 169,072 shares 169,072 $5.72M 0.17% +20,981 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: 8,627 shares; 2024Q4: 15,039 shares; 2025Q1: 16,017 shares; 2025Q2: 15,378 shares; 2025Q3: 47,734 shares; 2025Q4: 55,686 shares; 2026Q1: 62,516 shares 62,516 $5.66M 0.17% +6,830 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: 28,275 shares; 2024Q4: 35,433 shares; 2025Q1: 32,681 shares; 2025Q2: 30,656 shares; 2025Q3: 33,850 shares; 2025Q4: 63,728 shares; 2026Q1: 82,503 shares 82,503 $5.62M 0.17% +18,775 Timeline AVDV 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: 41,870 shares; 2024Q4: 44,408 shares; 2025Q1: 46,001 shares; 2025Q2: 50,298 shares; 2025Q3: 51,432 shares; 2025Q4: 51,428 shares; 2026Q1: 55,388 shares 55,388 $5.53M 0.17% +3,960 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59 shares; 2024Q4: 139 shares; 2025Q1: 155 shares; 2025Q2: 32,676 shares; 2025Q3: 49,264 shares; 2025Q4: 54,345 shares; 2026Q1: 65,890 shares 65,890 $5.51M 0.17% +11,545 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: 19,121 shares; 2024Q4: 17,783 shares; 2025Q1: 19,646 shares; 2025Q2: 14,700 shares; 2025Q3: 15,098 shares; 2025Q4: 15,075 shares; 2026Q1: 22,523 shares 22,523 $5.51M 0.17% +7,448 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: 13,902 shares; 2024Q4: 16,958 shares; 2025Q1: 13,502 shares; 2025Q2: 14,063 shares; 2025Q3: 15,366 shares; 2025Q4: 16,254 shares; 2026Q1: 25,228 shares 25,228 $5.48M 0.17% +8,974 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: 133,868 shares; 2024Q4: 219,989 shares; 2025Q1: 251,150 shares; 2025Q2: 133,300 shares; 2025Q3: 130,946 shares; 2025Q4: 54,492 shares; 2026Q1: 61,306 shares 61,306 $5.42M 0.17% +6,814 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,918 shares; 2024Q4: 27,468 shares; 2025Q1: 31,443 shares; 2025Q2: 34,043 shares; 2025Q3: 34,827 shares; 2025Q4: 32,404 shares; 2026Q1: 53,971 shares 53,971 $5.21M 0.16% +21,567 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,236 shares; 2024Q4: 27,664 shares; 2025Q1: 30,636 shares; 2025Q2: 57,320 shares; 2025Q3: 55,399 shares; 2025Q4: 53,350 shares; 2026Q1: 65,936 shares 65,936 $5.08M 0.16% +12,586 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: 6,195 shares; 2024Q4: 4,252 shares; 2025Q1: 5,818 shares; 2025Q2: 6,239 shares; 2025Q3: 8,630 shares; 2025Q4: 9,627 shares; 2026Q1: 14,917 shares 14,917 $5.04M 0.15% +5,290 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,877 shares; 2024Q4: 1,254 shares; 2025Q1: 4,231 shares; 2025Q2: 954 shares; 2025Q3: 19,592 shares; 2025Q4: 79,142 shares; 2026Q1: 118,144 shares 118,144 $5.02M 0.15% +39,002 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,651 shares; 2024Q4: 7,782 shares; 2025Q1: 8,310 shares; 2025Q2: 8,479 shares; 2025Q3: 8,387 shares; 2025Q4: 8,098 shares; 2026Q1: 8,882 shares 8,882 $5M 0.15% +784 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: 8,449 shares; 2024Q4: 9,462 shares; 2025Q1: 7,966 shares; 2025Q2: 11,445 shares; 2025Q3: 11,377 shares; 2025Q4: 11,649 shares; 2026Q1: 14,693 shares 14,693 $4.97M 0.15% +3,044 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: 5,909 shares; 2024Q4: 6,867 shares; 2025Q1: 9,153 shares; 2025Q2: 8,932 shares; 2025Q3: 10,326 shares; 2025Q4: 41,929 shares; 2026Q1: 61,151 shares 61,151 $4.93M 0.15% +19,222 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,688 shares; 2024Q4: 58,052 shares; 2025Q1: 65,902 shares; 2025Q2: 86,284 shares; 2025Q3: 100,697 shares; 2025Q4: 109,566 shares; 2026Q1: 113,985 shares 113,985 $4.85M 0.15% +4,419 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,844 shares; 2024Q4: 36,651 shares; 2025Q1: 46,851 shares; 2025Q2: 84,373 shares; 2025Q3: 91,076 shares; 2025Q4: 101,688 shares; 2026Q1: 97,016 shares 97,016 $4.84M 0.15% -4,672 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,498 shares; 2025Q1: 4,748 shares; 2025Q2: 10,604 shares; 2025Q3: 11,596 shares; 2025Q4: 66,187 shares; 2026Q1: 67,970 shares 67,970 $4.64M 0.14% +1,783 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,171 shares; 2024Q4: 143,303 shares; 2025Q1: 139,223 shares; 2025Q2: 130,350 shares; 2025Q3: 136,213 shares; 2025Q4: 135,538 shares; 2026Q1: 135,302 shares 135,302 $4.6M 0.14% -236 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,897 shares; 2024Q4: 126,153 shares; 2025Q1: 121,345 shares; 2025Q2: 134,251 shares; 2025Q3: 156,667 shares; 2025Q4: 129,852 shares; 2026Q1: 148,934 shares 148,934 $4.57M 0.14% +19,082 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 131 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 88,281 shares 88,281 $4.4M 0.13% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,103 shares; 2024Q4: 36,529 shares; 2025Q1: 42,571 shares; 2025Q2: 118,775 shares; 2025Q3: 143,140 shares; 2025Q4: 127,787 shares; 2026Q1: 103,816 shares 103,816 $4.38M 0.13% -23,971 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,125 shares; 2025Q3: 5,743 shares; 2025Q4: 104,061 shares; 2026Q1: 124,378 shares 124,378 $4.36M 0.13% +20,317 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,439 shares; 2024Q4: 57,981 shares; 2025Q1: 196,234 shares; 2025Q2: 190,522 shares; 2025Q3: 204,646 shares; 2025Q4: 186,954 shares; 2026Q1: 163,087 shares 163,087 $4.33M 0.13% -23,867 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,480 shares; 2024Q4: 172 shares; 2025Q1: 84,880 shares; 2025Q2: 92,943 shares; 2025Q3: 97,434 shares; 2025Q4: 57,465 shares; 2026Q1: 89,683 shares 89,683 $4.27M 0.13% +32,218 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,480 shares; 2024Q4: 7,618 shares; 2025Q1: 7,759 shares; 2025Q2: 7,722 shares; 2025Q3: 7,717 shares; 2025Q4: 7,845 shares; 2026Q1: 15,114 shares 15,114 $4.01M 0.12% +7,269 Timeline TPSC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,126 shares; 2024Q4: 65,397 shares; 2025Q1: 62,430 shares; 2025Q2: 69,149 shares; 2025Q3: 78,275 shares; 2025Q4: 83,316 shares; 2026Q1: 93,831 shares 93,831 $3.98M 0.12% +10,515 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 22,398 shares; 2025Q1: 27,909 shares; 2025Q2: 30,644 shares; 2025Q3: 35,422 shares; 2025Q4: 41,150 shares; 2026Q1: 43,144 shares 43,144 $3.96M 0.12% +1,994 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,852 shares; 2024Q4: 175,791 shares; 2025Q1: 195,428 shares; 2025Q2: 237,070 shares; 2025Q3: 241,529 shares; 2025Q4: 269,673 shares; 2026Q1: 106,979 shares 106,979 $3.93M 0.12% -162,694 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,895 shares; 2024Q4: 13,160 shares; 2025Q1: 14,717 shares; 2025Q2: 15,235 shares; 2025Q3: 15,002 shares; 2025Q4: 14,840 shares; 2026Q1: 23,074 shares 23,074 $3.8M 0.12% +8,234 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: 40,061 shares; 2024Q4: 45,163 shares; 2025Q1: 47,943 shares; 2025Q2: 52,445 shares; 2025Q3: 53,779 shares; 2025Q4: 50,130 shares; 2026Q1: 50,580 shares 50,580 $3.76M 0.11% +450 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: 28,805 shares; 2024Q4: 13,637 shares; 2025Q1: 14,076 shares; 2025Q2: 16,796 shares; 2025Q3: 20,918 shares; 2025Q4: 23,202 shares; 2026Q1: 31,032 shares 31,032 $3.73M 0.11% +7,830 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,608 shares; 2025Q2: 82,024 shares; 2025Q3: 98,432 shares; 2025Q4: 97,832 shares; 2026Q1: 93,237 shares 93,237 $3.68M 0.11% -4,595 Timeline TBG 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: 9,402 shares; 2024Q4: 11,459 shares; 2025Q1: 22,995 shares; 2025Q2: 38,076 shares; 2025Q3: 64,542 shares; 2025Q4: 84,844 shares; 2026Q1: 104,681 shares 104,681 $3.65M 0.11% +19,837 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: 17,867 shares; 2024Q4: 19,109 shares; 2025Q1: 26,803 shares; 2025Q2: 25,661 shares; 2025Q3: 28,372 shares; 2025Q4: 26,037 shares; 2026Q1: 32,130 shares 32,130 $3.63M 0.11% +6,093 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: 5,228 shares; 2024Q4: 6,836 shares; 2025Q1: 6,673 shares; 2025Q2: 7,072 shares; 2025Q3: 6,515 shares; 2025Q4: 6,264 shares; 2026Q1: 7,231 shares 7,231 $3.61M 0.11% +967 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: 19,325 shares; 2025Q1: 39,790 shares; 2025Q2: 52,664 shares; 2025Q3: 70,452 shares; 2025Q4: 88,260 shares; 2026Q1: 106,583 shares 106,583 $3.6M 0.11% +18,323 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: 9,270 shares; 2024Q4: 12,365 shares; 2025Q1: 18,920 shares; 2025Q2: 29,808 shares; 2025Q3: 45,734 shares; 2025Q4: 45,727 shares; 2026Q1: 51,546 shares 51,546 $3.6M 0.11% +5,819 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: 7 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.11% 0 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: 14,301 shares; 2024Q4: 14,727 shares; 2025Q1: 17,582 shares; 2025Q2: 14,758 shares; 2025Q3: 15,535 shares; 2025Q4: 16,459 shares; 2026Q1: 24,375 shares 24,375 $3.59M 0.11% +7,916 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,736 shares; 2024Q4: 55,128 shares; 2025Q1: 55,021 shares; 2025Q2: 68,843 shares; 2025Q3: 68,799 shares; 2025Q4: 56,820 shares; 2026Q1: 57,372 shares 57,372 $3.58M 0.11% +552 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: 3,573 shares; 2024Q4: 8,410 shares; 2025Q1: 10,103 shares; 2025Q2: 9,612 shares; 2025Q3: 11,439 shares; 2025Q4: 24,428 shares; 2026Q1: 26,935 shares 26,935 $3.58M 0.11% +2,507 Timeline FLOT 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: 75,611 shares; 2024Q4: 83,819 shares; 2025Q1: 98,481 shares; 2025Q2: 105,321 shares; 2025Q3: 106,893 shares; 2025Q4: 109,715 shares; 2026Q1: 69,977 shares 69,977 $3.57M 0.11% -39,738 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,672 shares; 2024Q4: 71,649 shares; 2025Q1: 80,788 shares; 2025Q2: 89,836 shares; 2025Q3: 56,066 shares; 2025Q4: 53,754 shares; 2026Q1: 49,479 shares 49,479 $3.52M 0.11% -4,275 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: 7,253 shares; 2024Q4: 7,798 shares; 2025Q1: 7,977 shares; 2025Q2: 8,378 shares; 2025Q3: 8,391 shares; 2025Q4: 9,113 shares; 2026Q1: 14,135 shares 14,135 $3.45M 0.11% +5,022 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: 36,879 shares; 2024Q4: 38,223 shares; 2025Q1: 34,960 shares; 2025Q2: 36,672 shares; 2025Q3: 48,143 shares; 2025Q4: 49,528 shares; 2026Q1: 50,786 shares 50,786 $3.43M 0.1% +1,258 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,028 shares; 2024Q4: 4,028 shares; 2025Q1: 4,028 shares; 2025Q2: 44,176 shares; 2025Q3: 76,090 shares; 2025Q4: 121,643 shares; 2026Q1: 137,018 shares 137,018 $3.34M 0.1% +15,375 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: 1,863 shares; 2024Q4: 2,007 shares; 2025Q1: 2,035 shares; 2025Q2: 2,401 shares; 2025Q3: 2,247 shares; 2025Q4: 2,281 shares; 2026Q1: 3,796 shares 3,796 $3.28M 0.1% +1,515 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 1,057 shares; 2025Q1: 667 shares; 2025Q2: 11,083 shares; 2025Q3: 16,148 shares; 2025Q4: 10,502 shares; 2026Q1: 9,160 shares 9,160 $3.27M 0.1% -1,342 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: 3,836 shares; 2024Q4: 4,294 shares; 2025Q1: 4,644 shares; 2025Q2: 3,470 shares; 2025Q3: 3,413 shares; 2025Q4: 4,507 shares; 2026Q1: 4,598 shares 4,598 $3.26M 0.1% +91 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,809 shares; 2024Q4: 70,940 shares; 2025Q1: 79,131 shares; 2025Q2: 70,918 shares; 2025Q3: 79,571 shares; 2025Q4: 89,550 shares; 2026Q1: 94,264 shares 94,264 $3.26M 0.1% +4,714 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: 6,010 shares; 2024Q4: 7,908 shares; 2025Q1: 9,932 shares; 2025Q2: 8,765 shares; 2025Q3: 8,863 shares; 2025Q4: 9,416 shares; 2026Q1: 11,399 shares 11,399 $3.23M 0.1% +1,983 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: 13,564 shares; 2024Q4: 16,427 shares; 2025Q1: 21,885 shares; 2025Q2: 27,739 shares; 2025Q3: 28,054 shares; 2025Q4: 28,323 shares; 2026Q1: 41,023 shares 41,023 $3.18M 0.1% +12,700 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,053 shares; 2024Q4: 16,239 shares; 2025Q1: 21,531 shares; 2025Q2: 24,839 shares; 2025Q3: 52,434 shares; 2025Q4: 62,525 shares; 2026Q1: 82,732 shares 82,732 $3.18M 0.1% +20,207 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: 15,479 shares; 2024Q4: 16,156 shares; 2025Q1: 26,133 shares; 2025Q2: 26,033 shares; 2025Q3: 26,099 shares; 2025Q4: 26,095 shares; 2026Q1: 40,647 shares 40,647 $3.09M 0.09% +14,552 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,835 shares; 2024Q4: 78,008 shares; 2025Q1: 80,905 shares; 2025Q2: 87,873 shares; 2025Q3: 87,149 shares; 2025Q4: 82,305 shares; 2026Q1: 68,439 shares 68,439 $3.07M 0.09% -13,866 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 2,300 shares; 2025Q1: 2,529 shares; 2025Q2: 2,613 shares; 2025Q3: 2,301 shares; 2025Q4: 3,303 shares; 2026Q1: 4,988 shares 4,988 $3.01M 0.09% +1,685 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: 9,699 shares; 2024Q4: 10,818 shares; 2025Q1: 11,555 shares; 2025Q2: 10,582 shares; 2025Q3: 10,637 shares; 2025Q4: 12,010 shares; 2026Q1: 13,827 shares 13,827 $3.01M 0.09% +1,817 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,610 shares; 2024Q4: 20,369 shares; 2025Q1: 8,754 shares; 2025Q2: 10,516 shares; 2025Q3: 10,324 shares; 2025Q4: 13,686 shares; 2026Q1: 18,738 shares 18,738 $2.99M 0.09% +5,052 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: 2,031 shares; 2025Q1: 2,629 shares; 2025Q2: 2,880 shares; 2025Q3: 3,022 shares; 2025Q4: 3,148 shares; 2026Q1: 3,406 shares 3,406 $2.97M 0.09% +258 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,042 shares; 2024Q4: 38,808 shares; 2025Q1: 41,944 shares; 2025Q2: 45,034 shares; 2025Q3: 43,647 shares; 2025Q4: 42,353 shares; 2026Q1: 51,170 shares 51,170 $2.95M 0.09% +8,817 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,036 shares; 2024Q4: 8,091 shares; 2025Q1: 15,642 shares; 2025Q2: 15,774 shares; 2025Q3: 13,563 shares; 2025Q4: 16,390 shares; 2026Q1: 28,706 shares 28,706 $2.89M 0.09% +12,316 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: 6,086 shares; 2024Q4: 6,296 shares; 2025Q1: 6,894 shares; 2025Q2: 8,305 shares; 2025Q3: 7,888 shares; 2025Q4: 7,772 shares; 2026Q1: 11,612 shares 11,612 $2.87M 0.09% +3,840 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,062 shares; 2024Q4: 10,134 shares; 2025Q1: 10,102 shares; 2025Q2: 10,230 shares; 2025Q3: 10,227 shares; 2025Q4: 9,887 shares; 2026Q1: 9,948 shares 9,948 $2.85M 0.09% +61 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: 11,542 shares; 2024Q4: 12,995 shares; 2025Q1: 12,635 shares; 2025Q2: 12,786 shares; 2025Q3: 13,046 shares; 2025Q4: 13,117 shares; 2026Q1: 14,546 shares 14,546 $2.81M 0.09% +1,429 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: 15,657 shares; 2024Q4: 15,956 shares; 2025Q1: 13,993 shares; 2025Q2: 2,789 shares; 2025Q3: 3,522 shares; 2025Q4: 4,790 shares; 2026Q1: 6,445 shares 6,445 $2.75M 0.08% +1,655 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: 14,807 shares; 2024Q4: 15,582 shares; 2025Q1: 18,420 shares; 2025Q2: 12,263 shares; 2025Q3: 12,787 shares; 2025Q4: 10,430 shares; 2026Q1: 18,816 shares 18,816 $2.72M 0.08% +8,386 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,009 shares; 2024Q4: 47,398 shares; 2025Q1: 47,706 shares; 2025Q2: 47,807 shares; 2025Q3: 46,873 shares; 2025Q4: 44,169 shares; 2026Q1: 44,751 shares 44,751 $2.7M 0.08% +582 Timeline FEMR 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: 51,654 shares; 2026Q1: 78,884 shares 78,884 $2.69M 0.08% +27,230 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: 61,567 shares; 2024Q4: 61,721 shares; 2025Q1: 67,585 shares; 2025Q2: 24,273 shares; 2025Q3: 21,580 shares; 2025Q4: 20,590 shares; 2026Q1: 20,267 shares 20,267 $2.68M 0.08% -323 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,278 shares; 2024Q4: 3,445 shares; 2025Q1: 4,119 shares; 2025Q2: 4,273 shares; 2025Q3: 4,511 shares; 2025Q4: 4,265 shares; 2026Q1: 5,372 shares 5,372 $2.66M 0.08% +1,107 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187,714 shares; 2024Q4: 196,084 shares; 2025Q1: 185,346 shares; 2025Q2: 172,745 shares; 2025Q3: 158,289 shares; 2025Q4: 100,475 shares; 2026Q1: 95,057 shares 95,057 $2.65M 0.08% -5,418 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: 1,131 shares; 2024Q4: 892 shares; 2025Q1: 1,086 shares; 2025Q2: 1,257 shares; 2025Q3: 1,390 shares; 2025Q4: 1,586 shares; 2026Q1: 1,793 shares 1,793 $2.64M 0.08% +207 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,803 shares; 2025Q1: 32,292 shares; 2025Q2: 34,708 shares; 2025Q3: 34,570 shares; 2025Q4: 34,342 shares; 2026Q1: 34,911 shares 34,911 $2.58M 0.08% +569 Timeline GCOW 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: 21,607 shares; 2024Q4: 21,621 shares; 2025Q1: 21,639 shares; 2025Q2: 21,330 shares; 2025Q3: 21,351 shares; 2025Q4: 38,473 shares; 2026Q1: 55,517 shares 55,517 $2.57M 0.08% +17,044 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,026 shares; 2024Q4: 29,467 shares; 2025Q1: 34,783 shares; 2025Q2: 30,850 shares; 2025Q3: 27,935 shares; 2025Q4: 28,546 shares; 2026Q1: 31,936 shares 31,936 $2.51M 0.08% +3,390 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: 20,717 shares; 2024Q4: 21,572 shares; 2025Q1: 23,513 shares; 2025Q2: 23,336 shares; 2025Q3: 22,578 shares; 2025Q4: 26,777 shares; 2026Q1: 31,451 shares 31,451 $2.5M 0.08% +4,674 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: 8,559 shares; 2024Q4: 8,149 shares; 2025Q1: 9,630 shares; 2025Q2: 9,973 shares; 2025Q3: 9,915 shares; 2025Q4: 10,962 shares; 2026Q1: 12,252 shares 12,252 $2.49M 0.08% +1,290 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,769 shares; 2024Q4: 20,376 shares; 2025Q1: 18,511 shares; 2025Q2: 18,148 shares; 2025Q3: 15,217 shares; 2025Q4: 17,132 shares; 2026Q1: 23,364 shares 23,364 $2.49M 0.08% +6,232 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,134 shares; 2024Q4: 28,260 shares; 2025Q1: 30,620 shares; 2025Q2: 30,357 shares; 2025Q3: 28,442 shares; 2025Q4: 28,010 shares; 2026Q1: 37,935 shares 37,935 $2.47M 0.08% +9,925 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: 7,971 shares; 2024Q4: 7,794 shares; 2025Q1: 12,476 shares; 2025Q2: 15,224 shares; 2025Q3: 13,143 shares; 2025Q4: 10,924 shares; 2026Q1: 12,828 shares 12,828 $2.46M 0.08% +1,904 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: 2,486 shares; 2024Q4: 2,486 shares; 2025Q1: 2,520 shares; 2025Q2: 1,761 shares; 2025Q3: 19,969 shares; 2025Q4: 25,259 shares; 2026Q1: 25,141 shares 25,141 $2.44M 0.07% -118 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 81 shares; 2025Q1: 101 shares; 2025Q2: 921 shares; 2025Q3: 1,140 shares; 2025Q4: 1,544 shares; 2026Q1: 1,731 shares 1,731 $2.39M 0.07% +187 Timeline USIG 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: 39,620 shares; 2024Q4: 37,623 shares; 2025Q1: 37,076 shares; 2025Q2: 41,167 shares; 2025Q3: 43,773 shares; 2025Q4: 45,222 shares; 2026Q1: 46,046 shares 46,046 $2.36M 0.07% +824 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,926 shares; 2024Q4: 115,740 shares; 2025Q1: 85,162 shares; 2025Q2: 81,818 shares; 2025Q3: 73,157 shares; 2025Q4: 59,969 shares; 2026Q1: 50,510 shares 50,510 $2.35M 0.07% -9,459 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,361 shares; 2024Q4: 21,038 shares; 2025Q1: 26,263 shares; 2025Q2: 28,773 shares; 2025Q3: 52,082 shares; 2025Q4: 59,381 shares; 2026Q1: 44,461 shares 44,461 $2.33M 0.07% -14,920 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: 5,334 shares; 2024Q4: 4,884 shares; 2025Q1: 5,531 shares; 2025Q2: 6,238 shares; 2025Q3: 8,401 shares; 2025Q4: 10,817 shares; 2026Q1: 12,116 shares 12,116 $2.33M 0.07% +1,299 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,254 shares; 2024Q4: 3,417 shares; 2025Q1: 4,028 shares; 2025Q2: 4,146 shares; 2025Q3: 5,673 shares; 2025Q4: 6,090 shares; 2026Q1: 8,309 shares 8,309 $2.32M 0.07% +2,219 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,936 shares; 2024Q4: 2,248 shares; 2025Q1: 2,609 shares; 2025Q2: 4,841 shares; 2025Q3: 5,544 shares; 2025Q4: 7,273 shares; 2026Q1: 7,116 shares 7,116 $2.32M 0.07% -157 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: 2,349 shares; 2024Q4: 2,419 shares; 2025Q1: 3,214 shares; 2025Q2: 5,177 shares; 2025Q3: 6,163 shares; 2025Q4: 7,105 shares; 2026Q1: 8,548 shares 8,548 $2.31M 0.07% +1,443 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: 69 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 28,718 shares; 2026Q1: 18,092 shares 18,092 $2.31M 0.07% -10,626 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,427 shares; 2024Q4: 11,427 shares; 2025Q1: 9,727 shares; 2025Q2: 25,730 shares; 2025Q3: 39,609 shares; 2025Q4: 56,518 shares; 2026Q1: 65,201 shares 65,201 $2.31M 0.07% +8,683 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,543 shares; 2024Q4: 88,750 shares; 2025Q1: 85,048 shares; 2025Q2: 83,634 shares; 2025Q3: 86,727 shares; 2025Q4: 87,608 shares; 2026Q1: 48,576 shares 48,576 $2.29M 0.07% -39,032 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: 50,291 shares; 2024Q4: 50,538 shares; 2025Q1: 36,059 shares; 2025Q2: 43,202 shares; 2025Q3: 42,160 shares; 2025Q4: 43,512 shares; 2026Q1: 46,883 shares 46,883 $2.29M 0.07% +3,371 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: 4,695 shares; 2024Q4: 4,934 shares; 2025Q1: 5,460 shares; 2025Q2: 6,858 shares; 2025Q3: 8,088 shares; 2025Q4: 9,439 shares; 2026Q1: 12,446 shares 12,446 $2.27M 0.07% +3,007 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,039 shares; 2024Q4: 36,612 shares; 2025Q1: 37,839 shares; 2025Q2: 50,689 shares; 2025Q3: 48,370 shares; 2025Q4: 47,196 shares; 2026Q1: 57,789 shares 57,789 $2.25M 0.07% +10,593 Timeline ESUM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,812 shares; 2025Q2: 43,255 shares; 2025Q3: 48,237 shares; 2025Q4: 48,301 shares; 2026Q1: 85,428 shares 85,428 $2.24M 0.07% +37,127 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 48,629 shares; 2026Q1: 50,099 shares 50,099 $2.21M 0.07% +1,470 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 1,510 shares; 2025Q2: 4,627 shares; 2025Q3: 36,755 shares; 2025Q4: 37,999 shares; 2026Q1: 43,230 shares 43,230 $2.2M 0.07% +5,231 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: 6,589 shares; 2024Q4: 7,604 shares; 2025Q1: 7,139 shares; 2025Q2: 7,431 shares; 2025Q3: 9,063 shares; 2025Q4: 28,857 shares; 2026Q1: 36,170 shares 36,170 $2.19M 0.07% +7,313 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,509 shares; 2024Q4: 6,875 shares; 2025Q1: 2,422 shares; 2025Q2: 2,870 shares; 2025Q3: 4,229 shares; 2025Q4: 5,152 shares; 2026Q1: 6,055 shares 6,055 $2.16M 0.07% +903 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: 299 shares; 2024Q4: 4,231 shares; 2025Q1: 5,916 shares; 2025Q2: 8,450 shares; 2025Q3: 10,153 shares; 2025Q4: 8,757 shares; 2026Q1: 10,009 shares 10,009 $2.14M 0.07% +1,252 Timeline FLEE 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: 22,948 shares; 2024Q4: 46,058 shares; 2025Q1: 50,269 shares; 2025Q2: 54,664 shares; 2025Q3: 50,057 shares; 2025Q4: 33,839 shares; 2026Q1: 58,148 shares 58,148 $2.11M 0.06% +24,309 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: 6,356 shares; 2024Q4: 7,428 shares; 2025Q1: 8,510 shares; 2025Q2: 8,778 shares; 2025Q3: 9,387 shares; 2025Q4: 9,193 shares; 2026Q1: 11,249 shares 11,249 $2.1M 0.06% +2,056 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,060 shares; 2026Q1: 24,276 shares 24,276 $2.09M 0.06% +3,216 Timeline NFLT ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,328 shares; 2024Q4: 9,514 shares; 2025Q1: 28,021 shares; 2025Q2: 40,004 shares; 2025Q3: 56,424 shares; 2025Q4: 69,264 shares; 2026Q1: 91,888 shares 91,888 $2.09M 0.06% +22,624 Timeline COPY RBB FUND TRUST More: the full row for RBB FUND 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: 18,145 shares; 2026Q1: 151,282 shares 151,282 $2.08M 0.06% +133,137 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,061 shares; 2025Q1: 5,407 shares; 2025Q2: 6,384 shares; 2025Q3: 5,825 shares; 2025Q4: 5,948 shares; 2026Q1: 9,418 shares 9,418 $2.06M 0.06% +3,470 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: 9,023 shares; 2024Q4: 9,454 shares; 2025Q1: 6,303 shares; 2025Q2: 8,787 shares; 2025Q3: 11,070 shares; 2025Q4: 12,817 shares; 2026Q1: 13,254 shares 13,254 $2.06M 0.06% +437 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 80,289 shares; 2025Q4: 73,252 shares; 2026Q1: 66,892 shares 66,892 $2.04M 0.06% -6,360 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: 25,923 shares; 2024Q4: 20,500 shares; 2025Q1: 12,864 shares; 2025Q2: 14,930 shares; 2025Q3: 15,197 shares; 2025Q4: 14,420 shares; 2026Q1: 19,689 shares 19,689 $2.02M 0.06% +5,269 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: 3,164 shares; 2024Q4: 3,566 shares; 2025Q1: 4,171 shares; 2025Q2: 4,858 shares; 2025Q3: 4,706 shares; 2025Q4: 5,924 shares; 2026Q1: 6,639 shares 6,639 $2.01M 0.06% +715 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,371 shares; 2024Q4: 20,582 shares; 2025Q1: 15,018 shares; 2025Q2: 2,935 shares; 2025Q3: 6,584 shares; 2025Q4: 10,097 shares; 2026Q1: 9,388 shares 9,388 $2.01M 0.06% -709 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,044 shares; 2024Q4: 23,939 shares; 2025Q1: 22,042 shares; 2025Q2: 30,954 shares; 2025Q3: 49,173 shares; 2025Q4: 61,516 shares; 2026Q1: 54,720 shares 54,720 $1.97M 0.06% -6,796 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,701 shares; 2025Q1: 3,336 shares; 2025Q2: 4,747 shares; 2025Q3: 4,861 shares; 2025Q4: 3,870 shares; 2026Q1: 17,831 shares 17,831 $1.96M 0.06% +13,961 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 5,277 shares; 2025Q1: 5,501 shares; 2025Q2: 6,026 shares; 2025Q3: 6,023 shares; 2025Q4: 5,956 shares; 2026Q1: 9,603 shares 9,603 $1.88M 0.06% +3,647 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,726 shares; 2024Q4: 25,316 shares; 2025Q1: 30,040 shares; 2025Q2: 30,821 shares; 2025Q3: 39,111 shares; 2025Q4: 38,931 shares; 2026Q1: 34,697 shares 34,697 $1.88M 0.06% -4,234 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,187 shares; 2024Q4: 7,033 shares; 2025Q1: 8,746 shares; 2025Q2: 11,681 shares; 2025Q3: 9,783 shares; 2025Q4: 9,455 shares; 2026Q1: 11,331 shares 11,331 $1.87M 0.06% +1,876 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 31,460 shares; 2025Q1: 42,181 shares; 2025Q2: 37,736 shares; 2025Q3: 40,160 shares; 2025Q4: 39,502 shares; 2026Q1: 40,493 shares 40,493 $1.84M 0.06% +991 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,666 shares; 2024Q4: 93,918 shares; 2025Q1: 103,625 shares; 2025Q2: 161,725 shares; 2025Q3: 178,362 shares; 2025Q4: 63,897 shares; 2026Q1: 56,922 shares 56,922 $1.83M 0.06% -6,975 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352 shares; 2024Q4: 1,348 shares; 2025Q1: 3,648 shares; 2025Q2: 2,667 shares; 2025Q3: 246 shares; 2025Q4: 271 shares; 2026Q1: 18,209 shares 18,209 $1.83M 0.06% +17,938 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,562 shares; 2024Q4: 91,086 shares; 2025Q1: 93,644 shares; 2025Q2: 97,200 shares; 2025Q3: 72,942 shares; 2025Q4: 58,829 shares; 2026Q1: 61,629 shares 61,629 $1.81M 0.06% +2,800 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 4,542 shares; 2025Q1: 8,780 shares; 2025Q2: 30,403 shares; 2025Q3: 41,259 shares; 2025Q4: 75,227 shares; 2026Q1: 80,435 shares 80,435 $1.81M 0.06% +5,208 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: 7,152 shares; 2024Q4: 5,358 shares; 2025Q1: 8,787 shares; 2025Q2: 12,005 shares; 2025Q3: 12,280 shares; 2025Q4: 13,127 shares; 2026Q1: 15,887 shares 15,887 $1.8M 0.06% +2,760 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: 8,513 shares; 2024Q4: 8,821 shares; 2025Q1: 6,001 shares; 2025Q2: 4,537 shares; 2025Q3: 4,433 shares; 2025Q4: 4,512 shares; 2026Q1: 5,777 shares 5,777 $1.8M 0.05% +1,265 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,428 shares; 2024Q4: 3,890 shares; 2025Q1: 6,429 shares; 2025Q2: 8,475 shares; 2025Q3: 8,892 shares; 2025Q4: 10,668 shares; 2026Q1: 14,144 shares 14,144 $1.79M 0.05% +3,476 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,950 shares; 2024Q4: 6,751 shares; 2025Q1: 4,354 shares; 2025Q2: 8,189 shares; 2025Q3: 8,284 shares; 2025Q4: 74,262 shares; 2026Q1: 78,364 shares 78,364 $1.78M 0.05% +4,102 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,125 shares; 2024Q4: 5,826 shares; 2025Q1: 5,643 shares; 2025Q2: 5,338 shares; 2025Q3: 4,407 shares; 2025Q4: 3,616 shares; 2026Q1: 6,909 shares 6,909 $1.78M 0.05% +3,293 Timeline VYMI 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: 10,639 shares; 2024Q4: 10,658 shares; 2025Q1: 10,604 shares; 2025Q2: 14,342 shares; 2025Q3: 12,559 shares; 2025Q4: 12,175 shares; 2026Q1: 18,832 shares 18,832 $1.77M 0.05% +6,657 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 837 shares; 2025Q1: 32,390 shares; 2025Q2: 32,798 shares; 2025Q3: 36,067 shares; 2025Q4: 36,550 shares; 2026Q1: 60,993 shares 60,993 $1.77M 0.05% +24,443 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 566 shares; 2024Q4: 1,830 shares; 2025Q1: 498 shares; 2025Q2: 994 shares; 2025Q3: 8,364 shares; 2025Q4: 8,585 shares; 2026Q1: 34,912 shares 34,912 $1.77M 0.05% +26,327 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,339 shares; 2024Q4: 1,419 shares; 2025Q1: 1,908 shares; 2025Q2: 4,000 shares; 2025Q3: 4,413 shares; 2025Q4: 4,981 shares; 2026Q1: 7,036 shares 7,036 $1.76M 0.05% +2,055 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 990 shares; 2024Q4: 1,018 shares; 2025Q1: 988 shares; 2025Q2: 1,424 shares; 2025Q3: 1,661 shares; 2025Q4: 691 shares; 2026Q1: 9,017 shares 9,017 $1.76M 0.05% +8,326 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,145 shares 51,145 $1.76M 0.05% new Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,265 shares; 2024Q4: 50,738 shares; 2025Q1: 51,152 shares; 2025Q2: 44,539 shares; 2025Q3: 29,201 shares; 2025Q4: 22,866 shares; 2026Q1: 35,643 shares 35,643 $1.74M 0.05% +12,777 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: 21,643 shares; 2024Q4: 21,339 shares; 2025Q1: 33,955 shares; 2025Q2: 29,974 shares; 2025Q3: 30,350 shares; 2025Q4: 26,919 shares; 2026Q1: 29,702 shares 29,702 $1.73M 0.05% +2,783 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: 6,114 shares; 2024Q4: 6,190 shares; 2025Q1: 6,601 shares; 2025Q2: 8,950 shares; 2025Q3: 8,449 shares; 2025Q4: 7,392 shares; 2026Q1: 11,953 shares 11,953 $1.73M 0.05% +4,561 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,049 shares; 2024Q4: 1,845 shares; 2025Q1: 2,464 shares; 2025Q2: 5,835 shares; 2025Q3: 6,923 shares; 2025Q4: 7,350 shares; 2026Q1: 8,249 shares 8,249 $1.72M 0.05% +899 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,404 shares; 2025Q1: 23,804 shares; 2025Q2: 9,325 shares; 2025Q3: 22,613 shares; 2025Q4: 15,586 shares; 2026Q1: 17,568 shares 17,568 $1.7M 0.05% +1,982 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: 14,996 shares; 2024Q4: 15,033 shares; 2025Q1: 16,162 shares; 2025Q2: 16,473 shares; 2025Q3: 18,602 shares; 2025Q4: 23,156 shares; 2026Q1: 22,240 shares 22,240 $1.7M 0.05% -916 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,637 shares; 2025Q1: 3,832 shares; 2025Q2: 5,008 shares; 2025Q3: 5,269 shares; 2025Q4: 5,307 shares; 2026Q1: 7,958 shares 7,958 $1.69M 0.05% +2,651 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180 shares; 2024Q4: 193 shares; 2025Q1: 508 shares; 2025Q2: 21,183 shares; 2025Q3: 25,414 shares; 2025Q4: 23,125 shares; 2026Q1: 23,075 shares 23,075 $1.68M 0.05% -50 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: 22,704 shares; 2024Q4: 23,017 shares; 2025Q1: 12,737 shares; 2025Q2: 16,551 shares; 2025Q3: 16,877 shares; 2025Q4: 16,492 shares; 2026Q1: 17,843 shares 17,843 $1.68M 0.05% +1,351 Timeline SPXL 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: 8,030 shares; 2025Q1: 9,761 shares; 2025Q2: 3,032 shares; 2025Q3: 3,032 shares; 2025Q4: 7,027 shares; 2026Q1: 8,966 shares 8,966 $1.66M 0.05% +1,939 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,294 shares; 2024Q4: 103,256 shares; 2025Q1: 89,028 shares; 2025Q2: 76,688 shares; 2025Q3: 51,201 shares; 2025Q4: 45,026 shares; 2026Q1: 39,944 shares 39,944 $1.65M 0.05% -5,082 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,024 shares; 2024Q4: 30,270 shares; 2025Q1: 33,659 shares; 2025Q2: 33,582 shares; 2025Q3: 47,068 shares; 2025Q4: 47,974 shares; 2026Q1: 49,221 shares 49,221 $1.64M 0.05% +1,247 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: 4,112 shares; 2024Q4: 4,017 shares; 2025Q1: 5,005 shares; 2025Q2: 5,667 shares; 2025Q3: 5,759 shares; 2025Q4: 5,768 shares; 2026Q1: 6,729 shares 6,729 $1.63M 0.05% +961 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,186 shares; 2024Q4: 4,565 shares; 2025Q1: 6,898 shares; 2025Q2: 15,432 shares; 2025Q3: 18,003 shares; 2025Q4: 17,616 shares; 2026Q1: 21,862 shares 21,862 $1.63M 0.05% +4,246 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,507 shares; 2024Q4: 3,885 shares; 2025Q1: 4,184 shares; 2025Q2: 6,705 shares; 2025Q3: 11,695 shares; 2025Q4: 15,467 shares; 2026Q1: 16,391 shares 16,391 $1.61M 0.05% +924 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,451 shares; 2024Q4: 4,472 shares; 2025Q1: 5,786 shares; 2025Q2: 9,469 shares; 2025Q3: 11,222 shares; 2025Q4: 14,264 shares; 2026Q1: 10,629 shares 10,629 $1.6M 0.05% -3,635 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,449 shares; 2024Q4: 15,974 shares; 2025Q1: 12,780 shares; 2025Q2: 12,439 shares; 2025Q3: 11,528 shares; 2025Q4: 10,960 shares; 2026Q1: 10,972 shares 10,972 $1.6M 0.05% +12 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 1,678 shares; 2025Q1: 2,116 shares; 2025Q2: 13,490 shares; 2025Q3: 17,406 shares; 2025Q4: 20,686 shares; 2026Q1: 23,143 shares 23,143 $1.6M 0.05% +2,457 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: 12,017 shares; 2024Q4: 38,211 shares; 2025Q1: 29,201 shares; 2025Q2: 27,801 shares; 2025Q3: 74,491 shares; 2025Q4: 66,135 shares; 2026Q1: 62,244 shares 62,244 $1.6M 0.05% -3,891 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 966 shares; 2025Q1: 2,460 shares; 2025Q2: 7,328 shares; 2025Q3: 10,475 shares; 2025Q4: 19,502 shares; 2026Q1: 21,761 shares 21,761 $1.59M 0.05% +2,259 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 472 shares; 2025Q1: 663 shares; 2025Q2: 3,550 shares; 2025Q3: 3,838 shares; 2025Q4: 4,881 shares; 2026Q1: 3,895 shares 3,895 $1.59M 0.05% -986 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: 2,664 shares; 2024Q4: 3,536 shares; 2025Q1: 4,642 shares; 2025Q2: 4,304 shares; 2025Q3: 4,495 shares; 2025Q4: 5,050 shares; 2026Q1: 6,545 shares 6,545 $1.59M 0.05% +1,495 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: 6,968 shares; 2025Q1: 4,409 shares; 2025Q2: 9,739 shares; 2025Q3: 10,668 shares; 2025Q4: 12,716 shares; 2026Q1: 12,907 shares 12,907 $1.58M 0.05% +191 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,964 shares; 2024Q4: 51,024 shares; 2025Q1: 39,389 shares; 2025Q2: 49,474 shares; 2025Q3: 48,661 shares; 2025Q4: 47,501 shares; 2026Q1: 72,646 shares 72,646 $1.57M 0.05% +25,145 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,130 shares; 2024Q4: 33,915 shares; 2025Q1: 34,415 shares; 2025Q2: 36,865 shares; 2025Q3: 37,175 shares; 2025Q4: 56,435 shares; 2026Q1: 46,541 shares 46,541 $1.57M 0.05% -9,894 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,975 shares; 2024Q4: 7,971 shares; 2025Q1: 11,805 shares; 2025Q2: 11,575 shares; 2025Q3: 50,535 shares; 2025Q4: 75,820 shares; 2026Q1: 89,298 shares 89,298 $1.57M 0.05% +13,478 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,853 shares; 2024Q4: 11,556 shares; 2025Q1: 16,701 shares; 2025Q2: 30,390 shares; 2025Q3: 44,090 shares; 2025Q4: 44,023 shares; 2026Q1: 35,434 shares 35,434 $1.56M 0.05% -8,589 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,735 shares; 2025Q1: 45,061 shares; 2025Q2: 36,187 shares; 2025Q3: 44,920 shares; 2025Q4: 45,854 shares; 2026Q1: 43,960 shares 43,960 $1.56M 0.05% -1,894 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,104 shares; 2024Q4: 25,622 shares; 2025Q1: 21,921 shares; 2025Q2: 21,799 shares; 2025Q3: 13,641 shares; 2025Q4: 15,589 shares; 2026Q1: 18,820 shares 18,820 $1.56M 0.05% +3,231 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,828 shares; 2024Q4: 16,318 shares; 2025Q1: 16,108 shares; 2025Q2: 13,030 shares; 2025Q3: 16,255 shares; 2025Q4: 16,011 shares; 2026Q1: 21,506 shares 21,506 $1.54M 0.05% +5,495 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: not reported; 2025Q4: not reported; 2026Q1: 56,495 shares 56,495 $1.54M 0.05% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 5,042 shares; 2025Q1: 5,735 shares; 2025Q2: 5,883 shares; 2025Q3: 6,020 shares; 2025Q4: 6,264 shares; 2026Q1: 8,809 shares 8,809 $1.53M 0.05% +2,545 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: 3,201 shares; 2024Q4: 3,305 shares; 2025Q1: 6,688 shares; 2025Q2: 6,626 shares; 2025Q3: 6,479 shares; 2025Q4: 6,569 shares; 2026Q1: 7,169 shares 7,169 $1.51M 0.05% +600 Timeline IDV 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: 117,442 shares; 2024Q4: 59,666 shares; 2025Q1: 41,806 shares; 2025Q2: 45,554 shares; 2025Q3: 46,347 shares; 2025Q4: 35,552 shares; 2026Q1: 35,551 shares 35,551 $1.51M 0.05% -1 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,284 shares; 2024Q4: 10,460 shares; 2025Q1: 10,506 shares; 2025Q2: 6,291 shares; 2025Q3: 6,487 shares; 2025Q4: 5,478 shares; 2026Q1: 10,344 shares 10,344 $1.51M 0.05% +4,866 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 1,541 shares; 2025Q1: 2,918 shares; 2025Q2: 8,522 shares; 2025Q3: 10,343 shares; 2025Q4: 12,297 shares; 2026Q1: 13,928 shares 13,928 $1.51M 0.05% +1,631 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: 2,887 shares; 2024Q4: 3,606 shares; 2025Q1: 3,889 shares; 2025Q2: 5,790 shares; 2025Q3: 6,430 shares; 2025Q4: 5,430 shares; 2026Q1: 5,550 shares 5,550 $1.5M 0.05% +120 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,906 shares; 2024Q4: 12,852 shares; 2025Q1: 13,720 shares; 2025Q2: 9,218 shares; 2025Q3: 9,559 shares; 2025Q4: 8,977 shares; 2026Q1: 11,403 shares 11,403 $1.49M 0.05% +2,426 Timeline VUSB 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: 24,172 shares; 2025Q1: 18,008 shares; 2025Q2: 18,176 shares; 2025Q3: 19,120 shares; 2025Q4: 29,527 shares; 2026Q1: 29,882 shares 29,882 $1.49M 0.05% +355 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: 2,853 shares; 2024Q4: 49,805 shares; 2025Q1: 2,674 shares; 2025Q2: 8,936 shares; 2025Q3: 13,322 shares; 2025Q4: 16,720 shares; 2026Q1: 17,156 shares 17,156 $1.49M 0.05% +436 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: 2,554 shares; 2024Q4: 2,679 shares; 2025Q1: 2,904 shares; 2025Q2: 3,586 shares; 2025Q3: 4,036 shares; 2025Q4: 4,445 shares; 2026Q1: 4,320 shares 4,320 $1.48M 0.05% -125 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,070 shares; 2025Q1: 2,070 shares; 2025Q2: 41,261 shares; 2025Q3: 40,557 shares; 2025Q4: 42,743 shares; 2026Q1: 37,507 shares 37,507 $1.48M 0.05% -5,236 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,402 shares; 2024Q4: 32,342 shares; 2025Q1: 33,258 shares; 2025Q2: 31,891 shares; 2025Q3: 32,054 shares; 2025Q4: 31,905 shares; 2026Q1: 29,915 shares 29,915 $1.48M 0.05% -1,990 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,799 shares; 2025Q2: 21,126 shares; 2025Q3: 17,738 shares; 2025Q4: 17,738 shares; 2026Q1: 14,826 shares 14,826 $1.47M 0.05% -2,912 Timeline ESGU 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: 6,660 shares; 2024Q4: 6,398 shares; 2025Q1: 6,760 shares; 2025Q2: 6,748 shares; 2025Q3: 8,045 shares; 2025Q4: 8,003 shares; 2026Q1: 10,391 shares 10,391 $1.47M 0.04% +2,388 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: 16,332 shares; 2024Q4: 21,723 shares; 2025Q1: 22,696 shares; 2025Q2: 24,365 shares; 2025Q3: 25,186 shares; 2025Q4: 26,684 shares; 2026Q1: 29,186 shares 29,186 $1.47M 0.04% +2,502 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630 shares; 2024Q4: 470 shares; 2025Q1: 543 shares; 2025Q2: 421 shares; 2025Q3: 1,037 shares; 2025Q4: 1,363 shares; 2026Q1: 1,880 shares 1,880 $1.45M 0.04% +517 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 476 shares; 2025Q1: 9,846 shares; 2025Q2: 19,045 shares; 2025Q3: 75,131 shares; 2025Q4: 56,102 shares; 2026Q1: 49,760 shares 49,760 $1.45M 0.04% -6,342 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,160 shares; 2024Q4: 1,619 shares; 2025Q1: 2,195 shares; 2025Q2: 3,048 shares; 2025Q3: 2,966 shares; 2025Q4: 2,803 shares; 2026Q1: 3,448 shares 3,448 $1.44M 0.04% +645 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,952 shares; 2025Q1: 2,301 shares; 2025Q2: 3,022 shares; 2025Q3: 3,155 shares; 2025Q4: 3,237 shares; 2026Q1: 5,081 shares 5,081 $1.43M 0.04% +1,844 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,830 shares; 2024Q4: 32,263 shares; 2025Q1: 30,973 shares; 2025Q2: 30,422 shares; 2025Q3: 29,049 shares; 2025Q4: 33,292 shares; 2026Q1: 35,546 shares 35,546 $1.42M 0.04% +2,254 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: 17,233 shares; 2024Q4: 17,954 shares; 2025Q1: 18,487 shares; 2025Q2: 27,039 shares; 2025Q3: 27,866 shares; 2025Q4: 24,850 shares; 2026Q1: 27,934 shares 27,934 $1.41M 0.04% +3,084 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,261 shares; 2024Q4: 41,465 shares; 2025Q1: 41,312 shares; 2025Q2: 61,716 shares; 2025Q3: 58,661 shares; 2025Q4: 72,098 shares; 2026Q1: 53,443 shares 53,443 $1.4M 0.04% -18,655 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3,091 shares; 2025Q1: 3,749 shares; 2025Q2: 3,934 shares; 2025Q3: 3,770 shares; 2025Q4: 5,273 shares; 2026Q1: 6,102 shares 6,102 $1.4M 0.04% +829 Timeline ILF 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: 796 shares; 2025Q2: 796 shares; 2025Q3: 5,836 shares; 2025Q4: 25,995 shares; 2026Q1: 39,211 shares 39,211 $1.39M 0.04% +13,216 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,935 shares; 2024Q4: 31,265 shares; 2025Q1: 31,689 shares; 2025Q2: 31,991 shares; 2025Q3: 31,902 shares; 2025Q4: 10,280 shares; 2026Q1: 19,116 shares 19,116 $1.39M 0.04% +8,836 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,416 shares; 2024Q4: 30,416 shares; 2025Q1: 30,416 shares; 2025Q2: 30,416 shares; 2025Q3: 30,416 shares; 2025Q4: 25,274 shares; 2026Q1: 29,133 shares 29,133 $1.39M 0.04% +3,859 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 4,800 shares; 2025Q1: 5,583 shares; 2025Q2: 9,454 shares; 2025Q3: 9,271 shares; 2025Q4: 8,872 shares; 2026Q1: 10,223 shares 10,223 $1.39M 0.04% +1,351 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 414 shares; 2025Q1: 423 shares; 2025Q2: 949 shares; 2025Q3: 1,057 shares; 2025Q4: 1,201 shares; 2026Q1: 1,875 shares 1,875 $1.38M 0.04% +674 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: 3,556 shares; 2024Q4: 2,793 shares; 2025Q1: 3,579 shares; 2025Q2: 3,025 shares; 2025Q3: 3,059 shares; 2025Q4: 3,756 shares; 2026Q1: 4,660 shares 4,660 $1.38M 0.04% +904 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: 1,679 shares; 2024Q4: 2,723 shares; 2025Q1: 2,428 shares; 2025Q2: 3,146 shares; 2025Q3: 3,391 shares; 2025Q4: 3,283 shares; 2026Q1: 4,339 shares 4,339 $1.38M 0.04% +1,056 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,506 shares; 2024Q4: 2,351 shares; 2025Q1: 2,744 shares; 2025Q2: 4,130 shares; 2025Q3: 4,069 shares; 2025Q4: 4,382 shares; 2026Q1: 5,655 shares 5,655 $1.37M 0.04% +1,273 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: 5,229 shares; 2024Q4: 5,594 shares; 2025Q1: 12,742 shares; 2025Q2: 10,473 shares; 2025Q3: 6,422 shares; 2025Q4: 9,392 shares; 2026Q1: 9,366 shares 9,366 $1.37M 0.04% -26 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 7,507 shares; 2025Q1: 10,011 shares; 2025Q2: 9,273 shares; 2025Q3: 8,640 shares; 2025Q4: 10,309 shares; 2026Q1: 10,639 shares 10,639 $1.37M 0.04% +330 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,170 shares; 2024Q4: 3,753 shares; 2025Q1: 3,670 shares; 2025Q2: 4,660 shares; 2025Q3: 5,042 shares; 2025Q4: 6,059 shares; 2026Q1: 6,844 shares 6,844 $1.35M 0.04% +785 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 8,145 shares; 2025Q1: 14,144 shares; 2025Q2: 13,995 shares; 2025Q3: 15,179 shares; 2025Q4: 18,214 shares; 2026Q1: 19,812 shares 19,812 $1.34M 0.04% +1,598 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 329 shares; 2025Q1: 353 shares; 2025Q2: 2,573 shares; 2025Q3: 3,841 shares; 2025Q4: 5,420 shares; 2026Q1: 6,303 shares 6,303 $1.34M 0.04% +883 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 6,365 shares; 2025Q1: 8,803 shares; 2025Q2: 17,998 shares; 2025Q3: 18,598 shares; 2025Q4: 19,697 shares; 2026Q1: 22,653 shares 22,653 $1.33M 0.04% +2,956 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,259 shares 26,259 $1.32M 0.04% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,453 shares; 2025Q1: 1,586 shares; 2025Q2: 1,749 shares; 2025Q3: 1,874 shares; 2025Q4: 1,749 shares; 2026Q1: 2,684 shares 2,684 $1.32M 0.04% +935 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,369 shares; 2024Q4: 9,071 shares; 2025Q1: 10,617 shares; 2025Q2: 10,511 shares; 2025Q3: 9,946 shares; 2025Q4: 12,630 shares; 2026Q1: 14,147 shares 14,147 $1.31M 0.04% +1,517 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 828 shares; 2025Q2: 1,009 shares; 2025Q3: 1,065 shares; 2025Q4: 15,194 shares; 2026Q1: 30,491 shares 30,491 $1.31M 0.04% +15,297 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 508 shares; 2025Q1: 573 shares; 2025Q2: 12,451 shares; 2025Q3: 11,044 shares; 2025Q4: 14,009 shares; 2026Q1: 14,206 shares 14,206 $1.31M 0.04% +197 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 135 shares; 2025Q1: 162 shares; 2025Q2: 210 shares; 2025Q3: 245 shares; 2025Q4: 253 shares; 2026Q1: 307 shares 307 $1.29M 0.04% +54 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: 2,356 shares; 2024Q4: 2,248 shares; 2025Q1: 1,968 shares; 2025Q2: 1,866 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 2,095 shares 2,095 $1.29M 0.04% +345 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,575 shares; 2024Q4: 2,078 shares; 2025Q1: 2,739 shares; 2025Q2: 5,644 shares; 2025Q3: 6,206 shares; 2025Q4: 7,193 shares; 2026Q1: 7,075 shares 7,075 $1.29M 0.04% -118 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: 1,839 shares; 2024Q4: 2,055 shares; 2025Q1: 2,445 shares; 2025Q2: 3,174 shares; 2025Q3: 3,172 shares; 2025Q4: 3,119 shares; 2026Q1: 3,603 shares 3,603 $1.29M 0.04% +484 Timeline PPA 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: 536 shares; 2024Q4: 536 shares; 2025Q1: 617 shares; 2025Q2: 17,365 shares; 2025Q3: 18,514 shares; 2025Q4: 913 shares; 2026Q1: 7,774 shares 7,774 $1.29M 0.04% +6,861 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: 20,906 shares; 2024Q4: 51,549 shares; 2025Q1: 33,849 shares; 2025Q2: 35,164 shares; 2025Q3: 50,807 shares; 2025Q4: 57,704 shares; 2026Q1: 52,828 shares 52,828 $1.28M 0.04% -4,876 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: 5,808 shares; 2024Q4: 5,637 shares; 2025Q1: 3,241 shares; 2025Q2: 4,188 shares; 2025Q3: 4,661 shares; 2025Q4: 4,156 shares; 2026Q1: 5,149 shares 5,149 $1.28M 0.04% +993 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: 11,317 shares; 2024Q4: 13,825 shares; 2025Q1: 9,464 shares; 2025Q2: 7,062 shares; 2025Q3: 11,704 shares; 2025Q4: 12,032 shares; 2026Q1: 10,271 shares 10,271 $1.28M 0.04% -1,761 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 746 shares; 2025Q1: 713 shares; 2025Q2: 868 shares; 2025Q3: 765 shares; 2025Q4: 863 shares; 2026Q1: 1,326 shares 1,326 $1.27M 0.04% +463 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,325 shares; 2024Q4: 3,243 shares; 2025Q1: 3,785 shares; 2025Q2: 3,924 shares; 2025Q3: 4,522 shares; 2025Q4: 4,476 shares; 2026Q1: 3,999 shares 3,999 $1.27M 0.04% -477 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,009 shares; 2024Q4: 1,048 shares; 2025Q1: 1,132 shares; 2025Q2: 1,410 shares; 2025Q3: 1,492 shares; 2025Q4: 10,609 shares; 2026Q1: 12,076 shares 12,076 $1.26M 0.04% +1,467 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,077 shares; 2024Q4: 7,345 shares; 2025Q1: 6,061 shares; 2025Q2: 5,300 shares; 2025Q3: 5,031 shares; 2025Q4: 5,161 shares; 2026Q1: 6,340 shares 6,340 $1.26M 0.04% +1,179 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: 1,139 shares; 2024Q4: 4,430 shares; 2025Q1: 4,264 shares; 2025Q2: 4,210 shares; 2025Q3: 4,366 shares; 2025Q4: 3,987 shares; 2026Q1: 4,391 shares 4,391 $1.26M 0.04% +404 Timeline QTPI EXCHANGE PLACE ADVISORS TRUS More: the full row for EXCHANGE PLACE ADVISORS TRUS Quarterly shares; oldest to newest; scale is 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: 49,677 shares 49,677 $1.26M 0.04% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 702 shares; 2025Q1: 1,064 shares; 2025Q2: 1,856 shares; 2025Q3: 1,781 shares; 2025Q4: 1,608 shares; 2026Q1: 1,844 shares 1,844 $1.26M 0.04% +236 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 7,974 shares; 2025Q1: 6,906 shares; 2025Q2: 6,436 shares; 2025Q3: 6,003 shares; 2025Q4: 5,365 shares; 2026Q1: 6,080 shares 6,080 $1.25M 0.04% +715 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,519 shares 22,519 $1.23M 0.04% 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: 488 shares; 2024Q4: 1,275 shares; 2025Q1: 1,842 shares; 2025Q2: 10,877 shares; 2025Q3: 12,622 shares; 2025Q4: 13,261 shares; 2026Q1: 13,070 shares 13,070 $1.23M 0.04% -191 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: 648 shares; 2024Q4: 1,129 shares; 2025Q1: 1,393 shares; 2025Q2: 1,930 shares; 2025Q3: 1,892 shares; 2025Q4: 1,542 shares; 2026Q1: 2,877 shares 2,877 $1.22M 0.04% +1,335 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,606 shares; 2024Q4: 2,440 shares; 2025Q1: 2,593 shares; 2025Q2: 3,973 shares; 2025Q3: 4,252 shares; 2025Q4: 5,017 shares; 2026Q1: 6,449 shares 6,449 $1.22M 0.04% +1,432 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 726 shares; 2025Q1: 1,353 shares; 2025Q2: 1,672 shares; 2025Q3: 1,888 shares; 2025Q4: 1,863 shares; 2026Q1: 2,271 shares 2,271 $1.22M 0.04% +408 Timeline XSOE 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: 37,581 shares; 2024Q4: 41,605 shares; 2025Q1: 41,034 shares; 2025Q2: 37,311 shares; 2025Q3: 30,757 shares; 2025Q4: 29,742 shares; 2026Q1: 30,293 shares 30,293 $1.21M 0.04% +551 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: 1,108 shares; 2024Q4: 1,059 shares; 2025Q1: 1,258 shares; 2025Q2: 1,630 shares; 2025Q3: 2,016 shares; 2025Q4: 2,202 shares; 2026Q1: 3,081 shares 3,081 $1.21M 0.04% +879 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: 8,113 shares; 2024Q4: 8,961 shares; 2025Q1: 11,434 shares; 2025Q2: 18,007 shares; 2025Q3: 17,940 shares; 2025Q4: 17,045 shares; 2026Q1: 16,582 shares 16,582 $1.21M 0.04% -463 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: 44,957 shares; 2024Q4: 40,088 shares; 2025Q1: 78,366 shares; 2025Q2: 60,757 shares; 2025Q3: 27,628 shares; 2025Q4: 25,474 shares; 2026Q1: 25,825 shares 25,825 $1.19M 0.04% +351 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,802 shares; 2024Q4: 37,590 shares; 2025Q1: 43,186 shares; 2025Q2: 36,712 shares; 2025Q3: 36,488 shares; 2025Q4: 31,832 shares; 2026Q1: 41,135 shares 41,135 $1.19M 0.04% +9,303 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 5,298 shares; 2025Q1: 633 shares; 2025Q2: 9,978 shares; 2025Q3: 59,363 shares; 2025Q4: 45,013 shares; 2026Q1: 40,791 shares 40,791 $1.19M 0.04% -4,222 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,097 shares; 2024Q4: 22,160 shares; 2025Q1: 20,848 shares; 2025Q2: 19,181 shares; 2025Q3: 49,877 shares; 2025Q4: 46,597 shares; 2026Q1: 44,493 shares 44,493 $1.18M 0.04% -2,104 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,328 shares; 2024Q4: 8,468 shares; 2025Q1: 8,467 shares; 2025Q2: 6,933 shares; 2025Q3: 17,240 shares; 2025Q4: 16,383 shares; 2026Q1: 21,931 shares 21,931 $1.15M 0.04% +5,548 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: not reported; 2024Q4: 11,851 shares; 2025Q1: 27,758 shares; 2025Q2: 27,301 shares; 2025Q3: 26,544 shares; 2025Q4: 26,191 shares; 2026Q1: 25,812 shares 25,812 $1.15M 0.04% -379 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 7,005 shares; 2025Q1: 7,005 shares; 2025Q2: 7,005 shares; 2025Q3: 50,881 shares; 2025Q4: 47,798 shares; 2026Q1: 45,398 shares 45,398 $1.14M 0.03% -2,400 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,628 shares; 2025Q1: 3,249 shares; 2025Q2: 4,762 shares; 2025Q3: 4,836 shares; 2025Q4: 5,477 shares; 2026Q1: 7,001 shares 7,001 $1.13M 0.03% +1,524 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,126 shares; 2024Q4: 25,252 shares; 2025Q1: 28,977 shares; 2025Q2: 33,125 shares; 2025Q3: 38,901 shares; 2025Q4: 39,101 shares; 2026Q1: 44,025 shares 44,025 $1.12M 0.03% +4,924 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 684 shares; 2025Q1: 891 shares; 2025Q2: 1,111 shares; 2025Q3: 1,138 shares; 2025Q4: 1,180 shares; 2026Q1: 1,255 shares 1,255 $1.12M 0.03% +75 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,719 shares; 2024Q4: 34,282 shares; 2025Q1: 33,851 shares; 2025Q2: 37,882 shares; 2025Q3: 43,576 shares; 2025Q4: 45,330 shares; 2026Q1: 48,098 shares 48,098 $1.11M 0.03% +2,768 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,174 shares; 2024Q4: 115,149 shares; 2025Q1: 102,620 shares; 2025Q2: 112,156 shares; 2025Q3: 114,940 shares; 2025Q4: 127,147 shares; 2026Q1: 11,343 shares 11,343 $1.11M 0.03% -115,804 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,395 shares; 2024Q4: 3,061 shares; 2025Q1: 3,320 shares; 2025Q2: 3,372 shares; 2025Q3: 3,217 shares; 2025Q4: 3,321 shares; 2026Q1: 4,901 shares 4,901 $1.11M 0.03% +1,580 Timeline EAGG 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: 14,263 shares; 2024Q4: 15,027 shares; 2025Q1: 19,445 shares; 2025Q2: 20,273 shares; 2025Q3: 21,040 shares; 2025Q4: 20,198 shares; 2026Q1: 23,269 shares 23,269 $1.11M 0.03% +3,071 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,264 shares; 2024Q4: 5,074 shares; 2025Q1: 12,350 shares; 2025Q2: 12,748 shares; 2025Q3: 18,705 shares; 2025Q4: 11,636 shares; 2026Q1: 22,315 shares 22,315 $1.1M 0.03% +10,679 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,871 shares; 2026Q1: 21,845 shares 21,845 $1.1M 0.03% +7,974 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 2,324 shares; 2025Q3: 2,668 shares; 2025Q4: 2,776 shares; 2026Q1: 1,724 shares 1,724 $1.1M 0.03% -1,052 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,212 shares; 2024Q4: 4,856 shares; 2025Q1: 3,852 shares; 2025Q2: 12,400 shares; 2025Q3: 12,890 shares; 2025Q4: 14,317 shares; 2026Q1: 16,447 shares 16,447 $1.09M 0.03% +2,130 Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 143 shares; 2025Q1: 12,894 shares; 2025Q2: 17,415 shares; 2025Q3: 17,457 shares; 2025Q4: 52,889 shares; 2026Q1: 74,003 shares 74,003 $1.09M 0.03% +21,114 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 880 shares; 2025Q1: 1,474 shares; 2025Q2: 2,589 shares; 2025Q3: 4,615 shares; 2025Q4: 8,314 shares; 2026Q1: 8,623 shares 8,623 $1.09M 0.03% +309 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,796 shares; 2025Q1: 2,315 shares; 2025Q2: 2,134 shares; 2025Q3: 3,231 shares; 2025Q4: 3,854 shares; 2026Q1: 4,305 shares 4,305 $1.08M 0.03% +451 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 4,175 shares; 2025Q1: 8,575 shares; 2025Q2: 9,025 shares; 2025Q3: 9,525 shares; 2025Q4: 8,982 shares; 2026Q1: 8,967 shares 8,967 $1.08M 0.03% -15 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33 shares; 2025Q1: 195 shares; 2025Q2: 38,866 shares; 2025Q3: 42,720 shares; 2025Q4: 20,767 shares; 2026Q1: 20,168 shares 20,168 $1.07M 0.03% -599 Timeline IIIV I3 VERTICALS INC More: the full row for I3 VERTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 193,676 shares; 2024Q4: 184,111 shares; 2025Q1: 5,091 shares; 2025Q2: 541 shares; 2025Q3: 17,077 shares; 2025Q4: 34,531 shares; 2026Q1: 47,626 shares 47,626 $1.06M 0.03% +13,095 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 607 shares; 2025Q2: 615 shares; 2025Q3: 4,009 shares; 2025Q4: 6,460 shares; 2026Q1: 31,030 shares 31,030 $1.03M 0.03% +24,570 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 2,473 shares; 2025Q1: 3,834 shares; 2025Q2: 8,166 shares; 2025Q3: 8,096 shares; 2025Q4: 9,356 shares; 2026Q1: 12,450 shares 12,450 $1.03M 0.03% +3,094 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 9,002 shares; 2025Q1: 9,214 shares; 2025Q2: 7,892 shares; 2025Q3: 7,583 shares; 2025Q4: 7,856 shares; 2026Q1: 10,652 shares 10,652 $1.03M 0.03% +2,796 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,019 shares; 2024Q4: 1,032 shares; 2025Q1: 1,143 shares; 2025Q2: 1,369 shares; 2025Q3: 1,345 shares; 2025Q4: 1,831 shares; 2026Q1: 2,308 shares 2,308 $1.03M 0.03% +477 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: 4,503 shares; 2024Q4: 4,854 shares; 2025Q1: 5,735 shares; 2025Q2: 6,180 shares; 2025Q3: 57,186 shares; 2025Q4: 47,598 shares; 2026Q1: 41,432 shares 41,432 $1.03M 0.03% -6,166 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 21,923 shares; 2025Q1: 20,593 shares; 2025Q2: 17,584 shares; 2025Q3: 13,423 shares; 2025Q4: 25,127 shares; 2026Q1: 16,703 shares 16,703 $1.02M 0.03% -8,424 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: 17,041 shares; 2024Q4: 56,243 shares; 2025Q1: 55,602 shares; 2025Q2: 55,616 shares; 2025Q3: 49,072 shares; 2025Q4: 49,182 shares; 2026Q1: 52,892 shares 52,892 $1.02M 0.03% +3,710 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: 226 shares; 2025Q1: 55 shares; 2025Q2: 57 shares; 2025Q3: 563 shares; 2025Q4: 919 shares; 2026Q1: 9,095 shares 9,095 $1.02M 0.03% +8,176 Timeline FLJP FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,276 shares; 2024Q4: 27,797 shares; 2025Q1: 31,391 shares; 2025Q2: 31,945 shares; 2025Q3: 23,626 shares; 2025Q4: 18,971 shares; 2026Q1: 27,976 shares 27,976 $1.01M 0.03% +9,005 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 1,966 shares; 2025Q1: 2,196 shares; 2025Q2: 3,894 shares; 2025Q3: 4,511 shares; 2025Q4: 6,344 shares; 2026Q1: 8,507 shares 8,507 $1.01M 0.03% +2,163 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,572 shares; 2024Q4: 13,192 shares; 2025Q1: 22,316 shares; 2025Q2: 5,654 shares; 2025Q3: 6,592 shares; 2025Q4: 6,774 shares; 2026Q1: 7,118 shares 7,118 $1M 0.03% +344 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 17,844 shares; 2025Q1: 20,348 shares; 2025Q2: 23,686 shares; 2025Q3: 25,917 shares; 2025Q4: 26,418 shares; 2026Q1: 27,179 shares 27,179 $1M 0.03% +761 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: 34,935 shares; 2024Q4: 35,435 shares; 2025Q1: 27,995 shares; 2025Q2: 21,235 shares; 2025Q3: 22,247 shares; 2025Q4: 21,416 shares; 2026Q1: 35,595 shares 35,595 $999K 0.03% +14,179 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 1,938 shares; 2025Q1: 2,104 shares; 2025Q2: 2,171 shares; 2025Q3: 1,951 shares; 2025Q4: 1,933 shares; 2026Q1: 2,889 shares 2,889 $997K 0.03% +956 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,803 shares; 2024Q4: 2,041 shares; 2025Q1: 3,920 shares; 2025Q2: 6,829 shares; 2025Q3: 6,949 shares; 2025Q4: 6,052 shares; 2026Q1: 7,596 shares 7,596 $995K 0.03% +1,544 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 3,127 shares; 2025Q1: 2,166 shares; 2025Q2: 3,021 shares; 2025Q3: 3,201 shares; 2025Q4: 3,823 shares; 2026Q1: 6,504 shares 6,504 $994K 0.03% +2,681 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: 8,842 shares; 2024Q4: 17,428 shares; 2025Q1: 15,048 shares; 2025Q2: 12,262 shares; 2025Q3: 47,790 shares; 2025Q4: 39,259 shares; 2026Q1: 42,337 shares 42,337 $983K 0.03% +3,078 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,082 shares; 2024Q4: 9,242 shares; 2025Q1: 10,112 shares; 2025Q2: 11,475 shares; 2025Q3: 11,390 shares; 2025Q4: 11,885 shares; 2026Q1: 12,354 shares 12,354 $981K 0.03% +469 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,469 shares; 2025Q1: 1,756 shares; 2025Q2: 1,600 shares; 2025Q3: 1,599 shares; 2025Q4: 1,946 shares; 2026Q1: 2,981 shares 2,981 $980K 0.03% +1,035 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: 14,961 shares; 2024Q4: 19,196 shares; 2025Q1: 17,110 shares; 2025Q2: 16,637 shares; 2025Q3: 42,680 shares; 2025Q4: 40,778 shares; 2026Q1: 39,184 shares 39,184 $976K 0.03% -1,594 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,300 shares; 2026Q1: 29,300 shares 29,300 $976K 0.03% -1,000 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 3,253 shares; 2025Q1: 2,002 shares; 2025Q2: 3,557 shares; 2025Q3: 5,107 shares; 2025Q4: 6,107 shares; 2026Q1: 7,377 shares 7,377 $975K 0.03% +1,270 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,550 shares; 2025Q1: 2,223 shares; 2025Q2: 4,343 shares; 2025Q3: 3,957 shares; 2025Q4: 3,979 shares; 2026Q1: 5,646 shares 5,646 $972K 0.03% +1,667 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,585 shares; 2025Q1: 2,482 shares; 2025Q2: 7,259 shares; 2025Q3: 15,072 shares; 2025Q4: 35,227 shares; 2026Q1: 29,511 shares 29,511 $966K 0.03% -5,716 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,279 shares; 2024Q4: 18,683 shares; 2025Q1: 23,859 shares; 2025Q2: 35,715 shares; 2025Q3: 20,800 shares; 2025Q4: 11,727 shares; 2026Q1: 8,695 shares 8,695 $961K 0.03% -3,032 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,018 shares; 2025Q3: 32,280 shares; 2025Q4: 30,460 shares; 2026Q1: 26,830 shares 26,830 $960K 0.03% -3,630 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,210 shares; 2025Q1: 1,344 shares; 2025Q2: 1,750 shares; 2025Q3: 1,523 shares; 2025Q4: 1,885 shares; 2026Q1: 2,080 shares 2,080 $959K 0.03% +195 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 877 shares; 2024Q4: 5,129 shares; 2025Q1: 6,390 shares; 2025Q2: 7,420 shares; 2025Q3: 7,733 shares; 2025Q4: 7,720 shares; 2026Q1: 8,524 shares 8,524 $958K 0.03% +804 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: 818 shares; 2024Q4: 852 shares; 2025Q1: 857 shares; 2025Q2: 1,960 shares; 2025Q3: 1,988 shares; 2025Q4: 4,411 shares; 2026Q1: 4,024 shares 4,024 $956K 0.03% -387 Timeline CCL CARNIVAL CORP LTD More: the full row for CARNIVAL CORP 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: 36,814 shares 36,814 $953K 0.03% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,525 shares; 2024Q4: 28,033 shares; 2025Q1: 50,388 shares; 2025Q2: 31,620 shares; 2025Q3: 31,486 shares; 2025Q4: 37,901 shares; 2026Q1: 34,915 shares 34,915 $948K 0.03% -2,986 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 3,831 shares; 2025Q1: 4,733 shares; 2025Q2: 5,417 shares; 2025Q3: 4,882 shares; 2025Q4: 5,014 shares; 2026Q1: 6,021 shares 6,021 $947K 0.03% +1,007 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,496 shares; 2024Q4: 9,385 shares; 2025Q1: 8,244 shares; 2025Q2: 9,613 shares; 2025Q3: 9,875 shares; 2025Q4: 14,033 shares; 2026Q1: 25,425 shares 25,425 $946K 0.03% +11,392 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: 2,232 shares; 2024Q4: 2,399 shares; 2025Q1: 3,731 shares; 2025Q2: 4,925 shares; 2025Q3: 4,774 shares; 2025Q4: 5,913 shares; 2026Q1: 6,777 shares 6,777 $944K 0.03% +864 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,519 shares; 2025Q1: 2,481 shares; 2025Q2: 2,715 shares; 2025Q3: 2,681 shares; 2025Q4: 2,608 shares; 2026Q1: 4,495 shares 4,495 $944K 0.03% +1,887 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,034 shares; 2025Q1: 12,187 shares; 2025Q2: 36,000 shares; 2025Q3: 23,001 shares; 2025Q4: 26,017 shares; 2026Q1: 15,363 shares 15,363 $944K 0.03% -10,654 Timeline LCTU 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: 17,395 shares; 2024Q4: 16,765 shares; 2025Q1: 14,517 shares; 2025Q2: 14,816 shares; 2025Q3: 14,120 shares; 2025Q4: 14,517 shares; 2026Q1: 13,435 shares 13,435 $942K 0.03% -1,082 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: 12,131 shares; 2024Q4: 9,820 shares; 2025Q1: 11,609 shares; 2025Q2: 10,965 shares; 2025Q3: 11,499 shares; 2025Q4: 11,192 shares; 2026Q1: 13,013 shares 13,013 $936K 0.03% +1,821 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,036 shares; 2024Q4: 1,295 shares; 2025Q1: 3,165 shares; 2025Q2: 4,438 shares; 2025Q3: 4,912 shares; 2025Q4: 5,664 shares; 2026Q1: 7,837 shares 7,837 $930K 0.03% +2,173 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656 shares; 2024Q4: 751 shares; 2025Q1: 962 shares; 2025Q2: 1,117 shares; 2025Q3: 1,092 shares; 2025Q4: 1,495 shares; 2026Q1: 1,909 shares 1,909 $926K 0.03% +414 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: 2,336 shares; 2024Q4: 2,487 shares; 2025Q1: 2,780 shares; 2025Q2: 2,925 shares; 2025Q3: 2,911 shares; 2025Q4: 2,705 shares; 2026Q1: 4,552 shares 4,552 $925K 0.03% +1,847 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,970 shares; 2026Q1: 10,074 shares 10,074 $917K 0.03% +1,104 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 1,654 shares; 2025Q1: 2,532 shares; 2025Q2: 2,741 shares; 2025Q3: 3,021 shares; 2025Q4: 3,305 shares; 2026Q1: 4,444 shares 4,444 $916K 0.03% +1,139 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,184 shares; 2024Q4: 4,210 shares; 2025Q1: 5,462 shares; 2025Q2: 5,026 shares; 2025Q3: 4,596 shares; 2025Q4: 3,827 shares; 2026Q1: 4,677 shares 4,677 $908K 0.03% +850 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,591 shares; 2024Q4: 4,572 shares; 2025Q1: 6,008 shares; 2025Q2: 6,692 shares; 2025Q3: 7,248 shares; 2025Q4: 6,126 shares; 2026Q1: 9,093 shares 9,093 $907K 0.03% +2,967 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10 shares; 2025Q3: 22,298 shares; 2025Q4: 21,949 shares; 2026Q1: 19,373 shares 19,373 $905K 0.03% -2,576 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,277 shares; 2024Q4: 9,740 shares; 2025Q1: 10,379 shares; 2025Q2: 10,277 shares; 2025Q3: 10,933 shares; 2025Q4: 10,435 shares; 2026Q1: 13,718 shares 13,718 $905K 0.03% +3,283 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 531 shares; 2024Q4: 1,052 shares; 2025Q1: 1,284 shares; 2025Q2: 1,635 shares; 2025Q3: 1,720 shares; 2025Q4: 1,556 shares; 2026Q1: 2,069 shares 2,069 $898K 0.03% +513 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,566 shares; 2024Q4: 9,535 shares; 2025Q1: 11,190 shares; 2025Q2: 13,519 shares; 2025Q3: 21,018 shares; 2025Q4: 19,643 shares; 2026Q1: 26,773 shares 26,773 $898K 0.03% +7,130 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: 1,723 shares; 2024Q4: 1,896 shares; 2025Q1: 2,687 shares; 2025Q2: 6,952 shares; 2025Q3: 10,203 shares; 2025Q4: 11,479 shares; 2026Q1: 13,968 shares 13,968 $895K 0.03% +2,489 Timeline ESIM STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,023 shares; 2026Q1: 35,354 shares 35,354 $892K 0.03% +15,331 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: 4,182 shares; 2024Q4: 4,548 shares; 2025Q1: 4,894 shares; 2025Q2: 3,860 shares; 2025Q3: 3,915 shares; 2025Q4: 3,544 shares; 2026Q1: 3,766 shares 3,766 $890K 0.03% +222 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: 550 shares; 2024Q4: 601 shares; 2025Q1: 851 shares; 2025Q2: 1,285 shares; 2025Q3: 1,441 shares; 2025Q4: 1,431 shares; 2026Q1: 2,050 shares 2,050 $887K 0.03% +619 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: 150 shares; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 539 shares; 2025Q3: 32,005 shares; 2025Q4: 29,753 shares; 2026Q1: 26,904 shares 26,904 $886K 0.03% -2,849 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,110 shares; 2024Q4: 10,182 shares; 2025Q1: 10,810 shares; 2025Q2: 12,661 shares; 2025Q3: 13,272 shares; 2025Q4: 13,836 shares; 2026Q1: 16,372 shares 16,372 $886K 0.03% +2,536 Timeline EWP 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: 11,629 shares; 2025Q2: 12,074 shares; 2025Q3: 12,969 shares; 2025Q4: 12,965 shares; 2026Q1: 16,285 shares 16,285 $884K 0.03% +3,320 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 1,128 shares; 2025Q1: 1,669 shares; 2025Q2: 2,428 shares; 2025Q3: 2,573 shares; 2025Q4: 3,810 shares; 2026Q1: 18,997 shares 18,997 $883K 0.03% +15,187 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,659 shares; 2025Q2: 9,689 shares; 2025Q3: 9,762 shares; 2025Q4: 9,883 shares; 2026Q1: 9,883 shares 9,883 $875K 0.03% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454 shares; 2024Q4: 601 shares; 2025Q1: 610 shares; 2025Q2: 1,002 shares; 2025Q3: 1,036 shares; 2025Q4: 1,033 shares; 2026Q1: 1,670 shares 1,670 $873K 0.03% +637 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 450 shares; 2025Q1: 633 shares; 2025Q2: 8,566 shares; 2025Q3: 9,288 shares; 2025Q4: 4,905 shares; 2026Q1: 4,186 shares 4,186 $864K 0.03% -719 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 1,226 shares; 2025Q1: 1,833 shares; 2025Q2: 5,486 shares; 2025Q3: 6,651 shares; 2025Q4: 7,556 shares; 2026Q1: 10,243 shares 10,243 $858K 0.03% +2,687 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 9,397 shares; 2025Q1: 9,830 shares; 2025Q2: 9,005 shares; 2025Q3: 5,254 shares; 2025Q4: 4,040 shares; 2026Q1: 7,663 shares 7,663 $854K 0.03% +3,623 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 633 shares; 2024Q4: 712 shares; 2025Q1: 754 shares; 2025Q2: 1,483 shares; 2025Q3: 1,716 shares; 2025Q4: 1,774 shares; 2026Q1: 2,859 shares 2,859 $853K 0.03% +1,085 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 668 shares; 2024Q4: 682 shares; 2025Q1: 920 shares; 2025Q2: 1,009 shares; 2025Q3: 1,158 shares; 2025Q4: 1,584 shares; 2026Q1: 2,638 shares 2,638 $851K 0.03% +1,054 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: 2,429 shares; 2024Q4: 2,850 shares; 2025Q1: 4,945 shares; 2025Q2: 10,118 shares; 2025Q3: 8,360 shares; 2025Q4: 7,700 shares; 2026Q1: 13,502 shares 13,502 $847K 0.03% +5,802 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 3,706 shares; 2025Q1: 5,173 shares; 2025Q2: 7,766 shares; 2025Q3: 9,438 shares; 2025Q4: 9,412 shares; 2026Q1: 9,970 shares 9,970 $846K 0.03% +558 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,261 shares; 2024Q4: 7,321 shares; 2025Q1: 5,709 shares; 2025Q2: 9,216 shares; 2025Q3: 9,317 shares; 2025Q4: 14,965 shares; 2026Q1: 16,241 shares 16,241 $845K 0.03% +1,276 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,572 shares; 2024Q4: 6,154 shares; 2025Q1: 6,994 shares; 2025Q2: 7,058 shares; 2025Q3: 7,162 shares; 2025Q4: 6,886 shares; 2026Q1: 12,625 shares 12,625 $841K 0.03% +5,739 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: 670 shares; 2024Q4: 717 shares; 2025Q1: 1,050 shares; 2025Q2: 2,052 shares; 2025Q3: 2,234 shares; 2025Q4: 2,012 shares; 2026Q1: 2,869 shares 2,869 $837K 0.03% +857 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,631 shares; 2024Q4: 10,938 shares; 2025Q1: 4,141 shares; 2025Q2: 3,934 shares; 2025Q3: 3,832 shares; 2025Q4: 3,376 shares; 2026Q1: 15,725 shares 15,725 $831K 0.03% +12,349 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 951 shares; 2024Q4: 897 shares; 2025Q1: 1,271 shares; 2025Q2: 1,543 shares; 2025Q3: 1,115 shares; 2025Q4: 1,504 shares; 2026Q1: 3,112 shares 3,112 $830K 0.03% +1,608 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 2,799 shares; 2025Q1: 3,537 shares; 2025Q2: 4,789 shares; 2025Q3: 6,002 shares; 2025Q4: 6,020 shares; 2026Q1: 6,323 shares 6,323 $829K 0.03% +303 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: 723 shares; 2024Q4: 2,480 shares; 2025Q1: 3,580 shares; 2025Q2: 6,854 shares; 2025Q3: 2,951 shares; 2025Q4: 7,580 shares; 2026Q1: 10,129 shares 10,129 $828K 0.03% +2,549 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: 36 shares; 2024Q4: 441 shares; 2025Q1: 163 shares; 2025Q2: 913 shares; 2025Q3: 1,539 shares; 2025Q4: 2,016 shares; 2026Q1: 1,720 shares 1,720 $826K 0.03% -296 Timeline SPHQ 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: 7,896 shares; 2024Q4: 29,769 shares; 2025Q1: 6,786 shares; 2025Q2: 6,701 shares; 2025Q3: 6,224 shares; 2025Q4: 6,662 shares; 2026Q1: 10,889 shares 10,889 $819K 0.03% +4,227 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704 shares; 2024Q4: 1,039 shares; 2025Q1: 1,518 shares; 2025Q2: 2,133 shares; 2025Q3: 2,041 shares; 2025Q4: 1,978 shares; 2026Q1: 2,765 shares 2,765 $817K 0.02% +787 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES 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: 21,450 shares; 2025Q3: 9,451 shares; 2025Q4: 5,916 shares; 2026Q1: 6,816 shares 6,816 $815K 0.02% +900 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 4,866 shares; 2025Q1: 5,541 shares; 2025Q2: 6,077 shares; 2025Q3: 7,596 shares; 2025Q4: 7,147 shares; 2026Q1: 9,548 shares 9,548 $814K 0.02% +2,401 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,873 shares; 2024Q4: 2,152 shares; 2025Q1: 2,369 shares; 2025Q2: 2,492 shares; 2025Q3: 2,960 shares; 2025Q4: 2,844 shares; 2026Q1: 3,476 shares 3,476 $811K 0.02% +632 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,590 shares; 2024Q4: 31,728 shares; 2025Q1: 20,918 shares; 2025Q2: 31,996 shares; 2025Q3: 33,801 shares; 2025Q4: 34,679 shares; 2026Q1: 47,567 shares 47,567 $807K 0.02% +12,888 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: 366 shares; 2024Q4: 370 shares; 2025Q1: 471 shares; 2025Q2: 524 shares; 2025Q3: 542 shares; 2025Q4: 749 shares; 2026Q1: 734 shares 734 $802K 0.02% -15 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: 45,129 shares; 2024Q4: 48,632 shares; 2025Q1: 6,400 shares; 2025Q2: 5,588 shares; 2025Q3: 3,619 shares; 2025Q4: 3,601 shares; 2026Q1: 4,382 shares 4,382 $795K 0.02% +781 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,391 shares; 2024Q4: 5,183 shares; 2025Q1: 5,511 shares; 2025Q2: 6,515 shares; 2025Q3: 7,402 shares; 2025Q4: 7,207 shares; 2026Q1: 8,530 shares 8,530 $793K 0.02% +1,323 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,527 shares; 2024Q4: 1,715 shares; 2025Q1: 2,174 shares; 2025Q2: 2,101 shares; 2025Q3: 2,353 shares; 2025Q4: 2,412 shares; 2026Q1: 2,861 shares 2,861 $787K 0.02% +449 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,242 shares; 2024Q4: 4,855 shares; 2025Q1: 5,139 shares; 2025Q2: 7,790 shares; 2025Q3: 9,753 shares; 2025Q4: 9,814 shares; 2026Q1: 9,037 shares 9,037 $783K 0.02% -777 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 10,320 shares; 2025Q1: 10,925 shares; 2025Q2: 15,966 shares; 2025Q3: 15,766 shares; 2025Q4: 15,828 shares; 2026Q1: 17,023 shares 17,023 $783K 0.02% +1,195 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232 shares; 2024Q4: 531 shares; 2025Q1: 342 shares; 2025Q2: 457 shares; 2025Q3: 540 shares; 2025Q4: 520 shares; 2026Q1: 797 shares 797 $781K 0.02% +277 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: 3,077 shares; 2024Q4: 2,171 shares; 2025Q1: 2,810 shares; 2025Q2: 4,160 shares; 2025Q3: 4,545 shares; 2025Q4: 5,617 shares; 2026Q1: 6,534 shares 6,534 $775K 0.02% +917 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479 shares; 2024Q4: 684 shares; 2025Q1: 970 shares; 2025Q2: 1,695 shares; 2025Q3: 4,080 shares; 2025Q4: 3,911 shares; 2026Q1: 5,712 shares 5,712 $774K 0.02% +1,801 Timeline SCHH 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 41,388 shares; 2025Q4: 39,441 shares; 2026Q1: 35,831 shares 35,831 $770K 0.02% -3,610 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,342 shares; 2024Q4: 15,115 shares; 2025Q1: 9,555 shares; 2025Q2: 11,149 shares; 2025Q3: 11,984 shares; 2025Q4: 13,500 shares; 2026Q1: 19,605 shares 19,605 $766K 0.02% +6,105 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: 9,099 shares; 2024Q4: 7,241 shares; 2025Q1: 4,529 shares; 2025Q2: 3,485 shares; 2025Q3: 3,485 shares; 2025Q4: 10,018 shares; 2026Q1: 13,447 shares 13,447 $764K 0.02% +3,429 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 753 shares; 2025Q1: 1,185 shares; 2025Q2: 1,956 shares; 2025Q3: 2,346 shares; 2025Q4: 2,709 shares; 2026Q1: 3,464 shares 3,464 $750K 0.02% +755 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 317 shares; 2025Q1: 364 shares; 2025Q2: 698 shares; 2025Q3: 723 shares; 2025Q4: 921 shares; 2026Q1: 2,292 shares 2,292 $746K 0.02% +1,371 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,263 shares; 2024Q4: 4,155 shares; 2025Q1: 4,039 shares; 2025Q2: 4,889 shares; 2025Q3: 5,248 shares; 2025Q4: 5,210 shares; 2026Q1: 6,273 shares 6,273 $742K 0.02% +1,063 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,233 shares; 2024Q4: 31,076 shares; 2025Q1: 19,760 shares; 2025Q2: 20,912 shares; 2025Q3: 15,980 shares; 2025Q4: 17,157 shares; 2026Q1: 25,717 shares 25,717 $738K 0.02% +8,560 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 277 shares; 2024Q4: 311 shares; 2025Q1: 374 shares; 2025Q2: 453 shares; 2025Q3: 456 shares; 2025Q4: 1,574 shares; 2026Q1: 1,736 shares 1,736 $737K 0.02% +162 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 715 shares; 2024Q4: 941 shares; 2025Q1: 1,278 shares; 2025Q2: 1,861 shares; 2025Q3: 2,131 shares; 2025Q4: 2,372 shares; 2026Q1: 3,524 shares 3,524 $737K 0.02% +1,152 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,544 shares; 2024Q4: 18,103 shares; 2025Q1: 20,171 shares; 2025Q2: 24,464 shares; 2025Q3: 25,997 shares; 2025Q4: 25,461 shares; 2026Q1: 28,129 shares 28,129 $735K 0.02% +2,668 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 652 shares; 2025Q1: 905 shares; 2025Q2: 1,557 shares; 2025Q3: 1,923 shares; 2025Q4: 2,137 shares; 2026Q1: 2,751 shares 2,751 $730K 0.02% +614 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,137 shares; 2024Q4: 11,679 shares; 2025Q1: 11,277 shares; 2025Q2: 12,956 shares; 2025Q3: 11,908 shares; 2025Q4: 24,907 shares; 2026Q1: 22,740 shares 22,740 $728K 0.02% -2,167 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,867 shares; 2024Q4: 3,419 shares; 2025Q1: 3,609 shares; 2025Q2: 4,861 shares; 2025Q3: 4,751 shares; 2025Q4: 4,516 shares; 2026Q1: 5,399 shares 5,399 $727K 0.02% +883 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: 892 shares; 2024Q4: 1,039 shares; 2025Q1: 1,319 shares; 2025Q2: 2,733 shares; 2025Q3: 3,255 shares; 2025Q4: 2,505 shares; 2026Q1: 3,133 shares 3,133 $727K 0.02% +628 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,954 shares; 2026Q1: 3,678 shares 3,678 $725K 0.02% -4,276 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,818 shares; 2024Q4: 14,614 shares; 2025Q1: 7,637 shares; 2025Q2: 5,601 shares; 2025Q3: 5,604 shares; 2025Q4: 6,653 shares; 2026Q1: 6,097 shares 6,097 $723K 0.02% -556 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: 2,638 shares; 2024Q4: 38 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 342 shares; 2025Q4: 12,717 shares; 2026Q1: 12,762 shares 12,762 $722K 0.02% +45 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,455 shares; 2024Q4: 1,456 shares; 2025Q1: 1,495 shares; 2025Q2: 2,523 shares; 2025Q3: 2,844 shares; 2025Q4: 2,682 shares; 2026Q1: 3,357 shares 3,357 $720K 0.02% +675 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,526 shares; 2024Q4: 18,360 shares; 2025Q1: 17,474 shares; 2025Q2: 22,694 shares; 2025Q3: 23,154 shares; 2025Q4: 22,765 shares; 2026Q1: 33,134 shares 33,134 $718K 0.02% +10,369 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,322 shares; 2024Q4: 3,972 shares; 2025Q1: 4,848 shares; 2025Q2: 7,216 shares; 2025Q3: 6,950 shares; 2025Q4: 8,590 shares; 2026Q1: 11,736 shares 11,736 $717K 0.02% +3,146 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,424 shares; 2026Q1: 11,380 shares 11,380 $715K 0.02% +5,956 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812 shares; 2024Q4: 878 shares; 2025Q1: 1,044 shares; 2025Q2: 1,369 shares; 2025Q3: 1,520 shares; 2025Q4: 1,804 shares; 2026Q1: 2,012 shares 2,012 $712K 0.02% +208 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: 1,627 shares; 2024Q4: 1,908 shares; 2025Q1: 1,072 shares; 2025Q2: 4,275 shares; 2025Q3: 6,020 shares; 2025Q4: 12,334 shares; 2026Q1: 8,831 shares 8,831 $710K 0.02% -3,503 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,008 shares; 2024Q4: 1,986 shares; 2025Q1: 2,194 shares; 2025Q2: 2,439 shares; 2025Q3: 2,452 shares; 2025Q4: 4,247 shares; 2026Q1: 4,312 shares 4,312 $701K 0.02% +65 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,427 shares; 2024Q4: 9,423 shares; 2025Q1: 10,681 shares; 2025Q2: 15,537 shares; 2025Q3: 14,624 shares; 2025Q4: 14,177 shares; 2026Q1: 14,861 shares 14,861 $698K 0.02% +684 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,041 shares; 2025Q1: 1,216 shares; 2025Q2: 4,664 shares; 2025Q3: 6,650 shares; 2025Q4: 7,374 shares; 2026Q1: 7,352 shares 7,352 $688K 0.02% -22 Timeline MICROSECTORS GOLD MINERS 3X… MICROSECTORS GOLD MINERS 3X LEVER… More: the full row for MICROSECTORS GOLD MINERS 3X LEVERAGED ETN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,916 shares; 2025Q1: 12,730 shares; 2025Q2: 13,625 shares; 2025Q3: 4,060 shares; 2025Q4: 7,109 shares; 2026Q1: 3,415 shares 3,415 $688K 0.02% -3,694 SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,549 shares; 2024Q4: 17,652 shares; 2025Q1: 19,955 shares; 2025Q2: 32,849 shares; 2025Q3: 37,935 shares; 2025Q4: 39,375 shares; 2026Q1: 60,702 shares 60,702 $685K 0.02% +21,327 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 133 shares; 2025Q1: 207 shares; 2025Q2: 1,117 shares; 2025Q3: 1,139 shares; 2025Q4: 1,362 shares; 2026Q1: 2,351 shares 2,351 $684K 0.02% +989 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 2,854 shares; 2025Q1: 2,888 shares; 2025Q2: 9,835 shares; 2025Q3: 7,549 shares; 2025Q4: 11,061 shares; 2026Q1: 10,195 shares 10,195 $684K 0.02% -866 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,491 shares; 2024Q4: 12,196 shares; 2025Q1: 12,624 shares; 2025Q2: 10,467 shares; 2025Q3: 11,671 shares; 2025Q4: 13,462 shares; 2026Q1: 16,559 shares 16,559 $680K 0.02% +3,097 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,375 shares; 2024Q4: 4,967 shares; 2025Q1: 8,195 shares; 2025Q2: 13,326 shares; 2025Q3: 12,862 shares; 2025Q4: 11,376 shares; 2026Q1: 11,766 shares 11,766 $678K 0.02% +390 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,047 shares; 2024Q4: 1,266 shares; 2025Q1: 1,316 shares; 2025Q2: 2,853 shares; 2025Q3: 2,693 shares; 2025Q4: 2,658 shares; 2026Q1: 2,220 shares 2,220 $675K 0.02% -438 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 405 shares; 2025Q1: 566 shares; 2025Q2: 946 shares; 2025Q3: 932 shares; 2025Q4: 1,091 shares; 2026Q1: 1,507 shares 1,507 $672K 0.02% +416 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,633 shares; 2025Q1: 4,291 shares; 2025Q2: 6,565 shares; 2025Q3: 6,784 shares; 2025Q4: 9,607 shares; 2026Q1: 11,206 shares 11,206 $672K 0.02% +1,599 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,460 shares; 2024Q4: 1,460 shares; 2025Q1: 4,118 shares; 2025Q2: 11,260 shares; 2025Q3: 12,826 shares; 2025Q4: 13,461 shares; 2026Q1: 14,284 shares 14,284 $672K 0.02% +823 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: 1,055 shares; 2024Q4: 1,087 shares; 2025Q1: 1,201 shares; 2025Q2: 565 shares; 2025Q3: 665 shares; 2025Q4: 807 shares; 2026Q1: 1,222 shares 1,222 $671K 0.02% +415 Timeline BITU PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,801 shares; 2025Q1: 19,315 shares; 2025Q2: 25,007 shares; 2025Q3: 25,007 shares; 2025Q4: 49,687 shares; 2026Q1: 57,139 shares 57,139 $665K 0.02% +7,452 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,903 shares; 2024Q4: 3,155 shares; 2025Q1: 3,374 shares; 2025Q2: 4,112 shares; 2025Q3: 4,212 shares; 2025Q4: 4,640 shares; 2026Q1: 5,074 shares 5,074 $665K 0.02% +434 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 636 shares; 2025Q1: 687 shares; 2025Q2: 1,136 shares; 2025Q3: 3,496 shares; 2025Q4: 5,361 shares; 2026Q1: 5,990 shares 5,990 $664K 0.02% +629 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,626 shares; 2024Q4: 4,577 shares; 2025Q1: 4,371 shares; 2025Q2: 5,999 shares; 2025Q3: 5,995 shares; 2025Q4: 5,802 shares; 2026Q1: 9,118 shares 9,118 $663K 0.02% +3,316 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 1,262 shares; 2025Q1: 952 shares; 2025Q2: 3,515 shares; 2025Q3: 3,811 shares; 2025Q4: 4,134 shares; 2026Q1: 4,192 shares 4,192 $659K 0.02% +58 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: 265 shares; 2024Q4: 308 shares; 2025Q1: 190 shares; 2025Q2: 2,711 shares; 2025Q3: 2,963 shares; 2025Q4: 2,955 shares; 2026Q1: 3,423 shares 3,423 $656K 0.02% +468 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF 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: 3,783 shares; 2025Q3: 9,861 shares; 2025Q4: 12,973 shares; 2026Q1: 16,079 shares 16,079 $656K 0.02% +3,106 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29 shares; 2024Q4: 38 shares; 2025Q1: 79 shares; 2025Q2: 533 shares; 2025Q3: 724 shares; 2025Q4: 964 shares; 2026Q1: 1,255 shares 1,255 $655K 0.02% +291 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,732 shares; 2024Q4: 8,814 shares; 2025Q1: 8,779 shares; 2025Q2: 10,451 shares; 2025Q3: 11,260 shares; 2025Q4: 14,415 shares; 2026Q1: 14,327 shares 14,327 $654K 0.02% -88 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 2,088 shares; 2025Q1: 2,361 shares; 2025Q2: 2,228 shares; 2025Q3: 2,310 shares; 2025Q4: 2,052 shares; 2026Q1: 2,024 shares 2,024 $649K 0.02% -28 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92 shares; 2024Q4: 119 shares; 2025Q1: 199 shares; 2025Q2: 740 shares; 2025Q3: 693 shares; 2025Q4: 1,288 shares; 2026Q1: 1,094 shares 1,094 $649K 0.02% -194 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,302 shares; 2024Q4: 16,318 shares; 2025Q1: 7,738 shares; 2025Q2: 32,122 shares; 2025Q3: 32,081 shares; 2025Q4: 30,862 shares; 2026Q1: 32,834 shares 32,834 $648K 0.02% +1,972 Timeline