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: 31,091 shares; 2024Q4: 35,089 shares; 2025Q1: 51,434 shares; 2025Q2: 50,191 shares; 2025Q3: 49,524 shares; 2025Q4: 938,352 shares; 2026Q1: 940,410 shares 940,410 $239M 24.32% +2,058 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: 240,973 shares; 2024Q4: 248,112 shares; 2025Q1: 252,349 shares; 2025Q2: 257,846 shares; 2025Q3: 260,805 shares; 2025Q4: 264,460 shares; 2026Q1: 271,320 shares 271,320 $176M 17.98% +6,860 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: 212,447 shares; 2024Q4: 258,646 shares; 2025Q1: 254,796 shares; 2025Q2: 253,129 shares; 2025Q3: 252,330 shares; 2025Q4: 505,528 shares; 2026Q1: 513,535 shares 513,535 $68.2M 6.95% +8,007 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: 504,623 shares; 2024Q4: 608,289 shares; 2025Q1: 607,251 shares; 2025Q2: 606,475 shares; 2025Q3: 573,051 shares; 2025Q4: 578,666 shares; 2026Q1: 666,678 shares 666,678 $32.9M 3.35% +88,012 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771,578 shares; 2024Q4: 770,844 shares; 2025Q1: 760,546 shares; 2025Q2: 597,348 shares; 2025Q3: 603,857 shares; 2025Q4: 603,680 shares; 2026Q1: 606,022 shares 606,022 $30.8M 3.14% +2,342 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: 67,847 shares; 2024Q4: 57,540 shares; 2025Q1: 67,602 shares; 2025Q2: 58,578 shares; 2025Q3: 60,609 shares; 2025Q4: 61,327 shares; 2026Q1: 70,286 shares 70,286 $30.2M 3.08% +8,959 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: 33,092 shares; 2024Q4: 35,548 shares; 2025Q1: 39,017 shares; 2025Q2: 47,076 shares; 2025Q3: 44,884 shares; 2025Q4: 44,808 shares; 2026Q1: 45,157 shares 45,157 $26.1M 2.66% +349 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,372 shares; 2024Q4: 109,711 shares; 2025Q1: 107,976 shares; 2025Q2: 107,594 shares; 2025Q3: 190,883 shares; 2025Q4: 190,814 shares; 2026Q1: 213,226 shares 213,226 $23.6M 2.41% +22,412 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: 95,259 shares; 2024Q4: 101,306 shares; 2025Q1: 103,921 shares; 2025Q2: 103,019 shares; 2025Q3: 97,296 shares; 2025Q4: 97,249 shares; 2026Q1: 99,199 shares 99,199 $20.7M 2.1% +1,950 Timeline EZU 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: 64,870 shares; 2024Q4: 8,085 shares; 2025Q1: 7,875 shares; 2025Q2: 278,267 shares; 2025Q3: 283,723 shares; 2025Q4: 290,221 shares; 2026Q1: 298,258 shares 298,258 $18.7M 1.9% +8,037 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: 18,973 shares; 2024Q4: 19,592 shares; 2025Q1: 19,350 shares; 2025Q2: 27,975 shares; 2025Q3: 28,720 shares; 2025Q4: 28,475 shares; 2026Q1: 29,476 shares 29,476 $17.6M 1.79% +1,001 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: 79,265 shares; 2024Q4: 79,725 shares; 2025Q1: 125,990 shares; 2025Q2: 126,621 shares; 2025Q3: 111,156 shares; 2025Q4: 112,462 shares; 2026Q1: 115,176 shares 115,176 $16.9M 1.72% +2,714 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,650 shares; 2025Q3: 203,109 shares; 2025Q4: 205,907 shares; 2026Q1: 208,314 shares 208,314 $14.8M 1.5% +2,407 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 230,707 shares; 2025Q4: 226,843 shares; 2026Q1: 228,423 shares 228,423 $11.3M 1.16% +1,580 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452,294 shares; 2024Q4: 460,612 shares; 2025Q1: 450,915 shares; 2025Q2: 447,797 shares; 2025Q3: 446,489 shares; 2025Q4: 448,511 shares; 2026Q1: 469,296 shares 469,296 $11.3M 1.15% +20,785 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: 42,517 shares; 2024Q4: 41,063 shares; 2025Q1: 40,428 shares; 2025Q2: 36,201 shares; 2025Q3: 36,251 shares; 2025Q4: 36,224 shares; 2026Q1: 36,847 shares 36,847 $9.65M 0.98% +623 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: 49,267 shares; 2024Q4: 68,982 shares; 2025Q1: 59,560 shares; 2025Q2: 60,095 shares; 2025Q3: 55,739 shares; 2025Q4: 54,389 shares; 2026Q1: 56,016 shares 56,016 $8.19M 0.83% +1,627 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: 9,303 shares; 2024Q4: 11,439 shares; 2025Q1: 18,027 shares; 2025Q2: 18,378 shares; 2025Q3: 18,542 shares; 2025Q4: 18,756 shares; 2026Q1: 21,392 shares 21,392 $7.92M 0.81% +2,636 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: 15,916 shares; 2024Q4: 16,112 shares; 2025Q1: 16,213 shares; 2025Q2: 16,017 shares; 2025Q3: 16,030 shares; 2025Q4: 15,901 shares; 2026Q1: 16,392 shares 16,392 $7.86M 0.8% +491 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 15,979 shares; 2025Q1: 16,637 shares; 2025Q2: 16,866 shares; 2025Q3: 16,867 shares; 2025Q4: 34,562 shares; 2026Q1: 70,559 shares 70,559 $7.69M 0.78% +35,997 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 81,369 shares; 2025Q2: 83,548 shares; 2025Q3: 84,626 shares; 2025Q4: 154,507 shares; 2026Q1: 165,653 shares 165,653 $7.6M 0.77% +11,146 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 49,551 shares; 2026Q1: 51,073 shares 51,073 $6.8M 0.69% +1,522 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: 57,865 shares; 2024Q4: 58,758 shares; 2025Q1: 62,326 shares; 2025Q2: 62,819 shares; 2025Q3: 24,738 shares; 2025Q4: 23,631 shares; 2026Q1: 22,731 shares 22,731 $6.52M 0.66% -900 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: 122,129 shares; 2024Q4: 176,780 shares; 2025Q1: 184,330 shares; 2025Q2: 185,101 shares; 2025Q3: 177,322 shares; 2025Q4: 148,686 shares; 2026Q1: 165,570 shares 165,570 $6.36M 0.65% +16,884 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: 57,611 shares; 2024Q4: 64,537 shares; 2025Q1: 64,365 shares; 2025Q2: 64,677 shares; 2025Q3: 68,069 shares; 2025Q4: 85,199 shares; 2026Q1: 87,873 shares 87,873 $6.13M 0.62% +2,674 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: 76,978 shares; 2024Q4: 97,886 shares; 2025Q1: 100,136 shares; 2025Q2: 93,640 shares; 2025Q3: 83,218 shares; 2025Q4: 128,359 shares; 2026Q1: 98,116 shares 98,116 $6.01M 0.61% -30,243 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: 30,625 shares; 2024Q4: 42,785 shares; 2025Q1: 25,116 shares; 2025Q2: 23,920 shares; 2025Q3: 23,663 shares; 2025Q4: 23,694 shares; 2026Q1: 24,045 shares 24,045 $5.96M 0.61% +351 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,439 shares; 2024Q4: 34,479 shares; 2025Q1: 33,558 shares; 2025Q2: 32,588 shares; 2025Q3: 32,878 shares; 2025Q4: 45,721 shares; 2026Q1: 126,670 shares 126,670 $5.93M 0.6% +80,949 Timeline JPIE 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: 63,691 shares; 2024Q4: 61,116 shares; 2025Q1: 87,451 shares; 2025Q2: 102,471 shares; 2025Q3: 101,056 shares; 2025Q4: 100,326 shares; 2026Q1: 100,391 shares 100,391 $4.63M 0.47% +65 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 7,246 shares; 2025Q1: 7,105 shares; 2025Q2: 7,080 shares; 2025Q3: 6,722 shares; 2025Q4: 6,567 shares; 2026Q1: 6,408 shares 6,408 $4.47M 0.46% -159 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: 12,728 shares; 2024Q4: 14,314 shares; 2025Q1: 15,579 shares; 2025Q2: 15,731 shares; 2025Q3: 13,180 shares; 2025Q4: 13,098 shares; 2026Q1: 15,505 shares 15,505 $4.46M 0.45% +2,407 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: 4,768 shares; 2024Q4: 7,061 shares; 2025Q1: 13,109 shares; 2025Q2: 13,425 shares; 2025Q3: 12,207 shares; 2025Q4: 11,811 shares; 2026Q1: 11,869 shares 11,869 $4.41M 0.45% +58 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: 21,334 shares; 2024Q4: 21,294 shares; 2025Q1: 19,436 shares; 2025Q2: 19,436 shares; 2025Q3: 19,436 shares; 2025Q4: 19,266 shares; 2026Q1: 22,106 shares 22,106 $4.24M 0.43% +2,840 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: 15,887 shares; 2024Q4: 16,878 shares; 2025Q1: 17,784 shares; 2025Q2: 23,374 shares; 2025Q3: 22,750 shares; 2025Q4: 19,180 shares; 2026Q1: 24,286 shares 24,286 $4.24M 0.43% +5,106 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: 4,182 shares; 2024Q4: 4,788 shares; 2025Q1: 7,057 shares; 2025Q2: 7,181 shares; 2025Q3: 6,682 shares; 2025Q4: 5,848 shares; 2026Q1: 7,167 shares 7,167 $4.1M 0.42% +1,319 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,333 shares; 2024Q4: 18,318 shares; 2025Q1: 17,908 shares; 2025Q2: 17,908 shares; 2025Q3: 19,258 shares; 2025Q4: 17,748 shares; 2026Q1: 18,738 shares 18,738 $4.1M 0.42% +990 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,687 shares; 2024Q4: 133,517 shares; 2025Q1: 133,279 shares; 2025Q2: 133,053 shares; 2025Q3: 134,180 shares; 2025Q4: 135,854 shares; 2026Q1: 46,980 shares 46,980 $3.85M 0.39% -88,874 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,502 shares; 2024Q4: 7,372 shares; 2025Q1: 11,519 shares; 2025Q2: 10,124 shares; 2025Q3: 10,693 shares; 2025Q4: 11,301 shares; 2026Q1: 11,309 shares 11,309 $3.72M 0.38% +8 Timeline PBDC PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,835 shares; 2024Q4: 135,285 shares; 2025Q1: 132,620 shares; 2025Q2: 132,620 shares; 2025Q3: 130,900 shares; 2025Q4: 128,400 shares; 2026Q1: 125,070 shares 125,070 $3.45M 0.35% -3,330 Timeline KBE 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: 53,387 shares; 2024Q4: 53,387 shares; 2025Q1: 53,022 shares; 2025Q2: 53,022 shares; 2025Q3: 53,022 shares; 2025Q4: 53,022 shares; 2026Q1: 53,022 shares 53,022 $3.16M 0.32% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,127 shares 25,127 $3.14M 0.32% new Timeline COMT 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: 233,411 shares; 2024Q4: 335,884 shares; 2025Q1: 165,334 shares; 2025Q2: 155,053 shares; 2025Q3: 141,593 shares; 2025Q4: 123,677 shares; 2026Q1: 91,466 shares 91,466 $3.09M 0.32% -32,211 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,050 shares; 2024Q4: 47,880 shares; 2025Q1: 77,220 shares; 2025Q2: 128,550 shares; 2025Q3: 24,795 shares; 2025Q4: 29,835 shares; 2026Q1: 72,845 shares 72,845 $2.5M 0.25% +43,010 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,466 shares; 2024Q4: 214,771 shares; 2025Q1: 178,411 shares; 2025Q2: 178,336 shares; 2025Q3: 165,716 shares; 2025Q4: 153,310 shares; 2026Q1: 134,918 shares 134,918 $2.34M 0.24% -18,392 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,414 shares; 2024Q4: 37,829 shares; 2025Q1: 37,060 shares; 2025Q2: 36,556 shares; 2025Q3: 20,146 shares; 2025Q4: 20,850 shares; 2026Q1: 21,128 shares 21,128 $2.3M 0.23% +278 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: 13,545 shares; 2024Q4: 13,545 shares; 2025Q1: 13,549 shares; 2025Q2: 13,545 shares; 2025Q3: 13,545 shares; 2025Q4: 13,545 shares; 2026Q1: 13,545 shares 13,545 $2.24M 0.23% 0 Timeline VDE 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: 29,830 shares; 2024Q4: 56,520 shares; 2025Q1: 55,430 shares; 2025Q2: 52,765 shares; 2025Q3: 51,712 shares; 2025Q4: 18,463 shares; 2026Q1: 12,485 shares 12,485 $2.16M 0.22% -5,978 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: 102,681 shares; 2024Q4: 45,385 shares; 2025Q1: 40,378 shares; 2025Q2: 38,268 shares; 2025Q3: 34,208 shares; 2025Q4: 34,208 shares; 2026Q1: 33,978 shares 33,978 $2.13M 0.22% -230 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: 4,838 shares; 2024Q4: 6,688 shares; 2025Q1: 6,598 shares; 2025Q2: 6,498 shares; 2025Q3: 6,498 shares; 2025Q4: 6,365 shares; 2026Q1: 6,365 shares 6,365 $1.87M 0.19% 0 Timeline SMH 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: 1,940 shares; 2024Q4: 3,885 shares; 2025Q1: 3,936 shares; 2025Q2: 5,086 shares; 2025Q3: 5,190 shares; 2025Q4: 5,004 shares; 2026Q1: 4,744 shares 4,744 $1.82M 0.19% -260 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: 9,628 shares; 2024Q4: 9,530 shares; 2025Q1: 11,559 shares; 2025Q2: 12,249 shares; 2025Q3: 13,644 shares; 2025Q4: 16,649 shares; 2026Q1: 23,009 shares 23,009 $1.8M 0.18% +6,360 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,780 shares; 2025Q3: 21,780 shares; 2025Q4: 21,780 shares; 2026Q1: 24,498 shares 24,498 $1.8M 0.18% +2,718 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,660 shares; 2025Q1: 39,550 shares; 2025Q2: 39,555 shares; 2025Q3: 34,777 shares; 2025Q4: 29,784 shares; 2026Q1: 27,287 shares 27,287 $1.74M 0.18% -2,497 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: 30,113 shares; 2024Q4: 30,118 shares; 2025Q1: 14,573 shares; 2025Q2: 13,434 shares; 2025Q3: 13,338 shares; 2025Q4: 13,189 shares; 2026Q1: 13,189 shares 13,189 $1.68M 0.17% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,350 shares; 2025Q1: 42,809 shares; 2025Q2: 27,940 shares; 2025Q3: 28,039 shares; 2025Q4: 28,140 shares; 2026Q1: 29,660 shares 29,660 $1.65M 0.17% +1,520 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: 65,366 shares; 2024Q4: 202,155 shares; 2025Q1: 202,204 shares; 2025Q2: 137,833 shares; 2025Q3: 137,617 shares; 2025Q4: 138,398 shares; 2026Q1: 51,788 shares 51,788 $1.59M 0.16% -86,610 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,834 shares; 2024Q4: 16,738 shares; 2025Q1: 16,706 shares; 2025Q2: 16,737 shares; 2025Q3: 15,886 shares; 2025Q4: 17,045 shares; 2026Q1: 16,788 shares 16,788 $1.58M 0.16% -257 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: 40,792 shares; 2024Q4: 40,792 shares; 2025Q1: 40,792 shares; 2025Q2: 71,191 shares; 2025Q3: 32,817 shares; 2025Q4: 32,817 shares; 2026Q1: 30,273 shares 30,273 $1.51M 0.15% -2,544 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: 7,552 shares; 2024Q4: 7,552 shares; 2025Q1: 8,091 shares; 2025Q2: 7,621 shares; 2025Q3: 7,010 shares; 2025Q4: 7,010 shares; 2026Q1: 7,697 shares 7,697 $1.51M 0.15% +687 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,985 shares; 2024Q4: 59,600 shares; 2025Q1: 58,770 shares; 2025Q2: 57,370 shares; 2025Q3: 57,120 shares; 2025Q4: 56,255 shares; 2026Q1: 56,255 shares 56,255 $1.48M 0.15% 0 Timeline VFH 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: 11,990 shares; 2024Q4: 12,046 shares; 2025Q1: 12,047 shares; 2025Q2: 12,048 shares; 2025Q3: 11,888 shares; 2025Q4: 11,889 shares; 2026Q1: 11,889 shares 11,889 $1.44M 0.15% 0 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: 1 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.15% 0 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,885 shares; 2025Q1: 2,485 shares; 2025Q2: 2,485 shares; 2025Q3: 5,465 shares; 2025Q4: 5,395 shares; 2026Q1: 5,340 shares 5,340 $1.36M 0.14% -55 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,280 shares; 2025Q1: 13,650 shares; 2025Q2: 13,615 shares; 2025Q3: 13,535 shares; 2025Q4: 13,535 shares; 2026Q1: 12,804 shares 12,804 $1.28M 0.13% -731 Timeline SSO 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: 11,532 shares; 2024Q4: 11,532 shares; 2025Q1: 11,532 shares; 2025Q2: 11,532 shares; 2025Q3: 11,532 shares; 2025Q4: 23,126 shares; 2026Q1: 23,134 shares 23,134 $1.2M 0.12% +8 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: 17,280 shares; 2024Q4: 17,280 shares; 2025Q1: 17,280 shares; 2025Q2: 20,695 shares; 2025Q3: 20,695 shares; 2025Q4: 20,697 shares; 2026Q1: 20,697 shares 20,697 $1.18M 0.12% 0 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: 3,623 shares; 2024Q4: 4,450 shares; 2025Q1: 1,630 shares; 2025Q2: 1,545 shares; 2025Q3: 1,530 shares; 2025Q4: 1,697 shares; 2026Q1: 3,796 shares 3,796 $1.17M 0.12% +2,099 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,215 shares; 2025Q1: 13,214 shares; 2025Q2: 13,819 shares; 2025Q3: 17,467 shares; 2025Q4: 17,467 shares; 2026Q1: 25,970 shares 25,970 $1.15M 0.12% +8,503 Timeline EWU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $1.14M 0.12% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 2,386 shares; 2026Q1: 2,558 shares 2,558 $1.12M 0.11% +172 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: 35,700 shares; 2024Q4: 35,546 shares; 2025Q1: 27,378 shares; 2025Q2: 27,377 shares; 2025Q3: 25,877 shares; 2025Q4: 24,817 shares; 2026Q1: 24,817 shares 24,817 $1.11M 0.11% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 3,951 shares; 2025Q3: 3,938 shares; 2025Q4: 3,939 shares; 2026Q1: 3,939 shares 3,939 $1.08M 0.11% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,881 shares; 2026Q1: 19,881 shares 19,881 $1.05M 0.11% 0 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: 15,755 shares; 2024Q4: 8,055 shares; 2025Q1: 15,585 shares; 2025Q2: 25,835 shares; 2025Q3: 10,230 shares; 2025Q4: 10,300 shares; 2026Q1: 9,256 shares 9,256 $1.05M 0.11% -1,044 Timeline IOO 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: 8,504 shares; 2024Q4: 8,254 shares; 2025Q1: 8,254 shares; 2025Q2: 8,254 shares; 2025Q3: 8,254 shares; 2025Q4: 8,254 shares; 2026Q1: 8,254 shares 8,254 $998K 0.1% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,869 shares; 2025Q2: 2,087 shares; 2025Q3: 2,087 shares; 2025Q4: 2,087 shares; 2026Q1: 2,087 shares 2,087 $969K 0.1% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,230 shares 5,230 $967K 0.1% new 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: 498 shares; 2024Q4: 1,373 shares; 2025Q1: 1,338 shares; 2025Q2: 1,303 shares; 2025Q3: 1,303 shares; 2025Q4: 1,143 shares; 2026Q1: 1,143 shares 1,143 $967K 0.1% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,640 shares; 2024Q4: 7,640 shares; 2025Q1: 8,624 shares; 2025Q2: 8,624 shares; 2025Q3: 8,319 shares; 2025Q4: 8,340 shares; 2026Q1: 7,694 shares 7,694 $956K 0.1% -646 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: 4,190 shares; 2024Q4: 7,085 shares; 2025Q1: 7,575 shares; 2025Q2: 8,740 shares; 2025Q3: 8,875 shares; 2025Q4: 8,877 shares; 2026Q1: 10,497 shares 10,497 $925K 0.09% +1,620 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,750 shares; 2025Q2: 8,250 shares; 2025Q3: 8,750 shares; 2025Q4: 7,750 shares; 2026Q1: 4,000 shares 4,000 $922K 0.09% -3,750 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: 14,994 shares; 2024Q4: 14,596 shares; 2025Q1: 14,596 shares; 2025Q2: 14,588 shares; 2025Q3: 14,741 shares; 2025Q4: 13,472 shares; 2026Q1: 13,472 shares 13,472 $911K 0.09% 0 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: 2,546 shares; 2024Q4: 2,629 shares; 2025Q1: 2,623 shares; 2025Q2: 2,796 shares; 2025Q3: 2,623 shares; 2025Q4: 2,771 shares; 2026Q1: 2,771 shares 2,771 $889K 0.09% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,750 shares 3,750 $864K 0.09% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,532 shares; 2024Q4: 23,688 shares; 2025Q1: 5,753 shares; 2025Q2: 5,622 shares; 2025Q3: 5,317 shares; 2025Q4: 5,067 shares; 2026Q1: 5,067 shares 5,067 $856K 0.09% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,436 shares; 2026Q1: 19,604 shares 19,604 $817K 0.08% +13,168 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,930 shares; 2025Q4: 36,090 shares; 2026Q1: 34,050 shares 34,050 $813K 0.08% -2,040 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: 2,988 shares; 2024Q4: 2,831 shares; 2025Q1: 4,268 shares; 2025Q2: 4,840 shares; 2025Q3: 5,875 shares; 2025Q4: 6,036 shares; 2026Q1: 7,986 shares 7,986 $776K 0.08% +1,950 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 5,441 shares; 2025Q1: 5,441 shares; 2025Q2: 5,448 shares; 2025Q3: 5,448 shares; 2025Q4: 5,457 shares; 2026Q1: 5,457 shares 5,457 $755K 0.08% 0 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,313 shares; 2024Q4: 32,313 shares; 2025Q1: 30,413 shares; 2025Q2: 30,413 shares; 2025Q3: 30,413 shares; 2025Q4: 30,413 shares; 2026Q1: 30,413 shares 30,413 $733K 0.07% 0 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,405 shares; 2024Q4: 30,405 shares; 2025Q1: 31,975 shares; 2025Q2: 31,355 shares; 2025Q3: 31,381 shares; 2025Q4: 30,428 shares; 2026Q1: 30,444 shares 30,444 $700K 0.07% +16 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,953 shares; 2024Q4: 6,403 shares; 2025Q1: 5,655 shares; 2025Q2: 5,693 shares; 2025Q3: 5,593 shares; 2025Q4: 5,593 shares; 2026Q1: 5,593 shares 5,593 $695K 0.07% 0 Timeline IGIB 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: 8,030 shares; 2024Q4: 7,615 shares; 2025Q1: 7,615 shares; 2025Q2: 7,616 shares; 2025Q3: 7,618 shares; 2025Q4: 7,619 shares; 2026Q1: 12,301 shares 12,301 $655K 0.07% +4,682 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,426 shares; 2025Q3: 6,426 shares; 2025Q4: 6,426 shares; 2026Q1: 6,426 shares 6,426 $654K 0.07% 0 Timeline XT 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: 10,305 shares; 2024Q4: 10,305 shares; 2025Q1: 9,535 shares; 2025Q2: 9,535 shares; 2025Q3: 9,535 shares; 2025Q4: 9,535 shares; 2026Q1: 9,535 shares 9,535 $650K 0.07% 0 Timeline VOX 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: 3,551 shares; 2024Q4: 3,551 shares; 2025Q1: 3,551 shares; 2025Q2: 3,551 shares; 2025Q3: 3,551 shares; 2025Q4: 3,551 shares; 2026Q1: 3,551 shares 3,551 $639K 0.07% 0 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $630K 0.06% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,505 shares; 2024Q4: 12,455 shares; 2025Q1: 14,665 shares; 2025Q2: 14,695 shares; 2025Q3: 11,992 shares; 2025Q4: 12,300 shares; 2026Q1: 13,377 shares 13,377 $626K 0.06% +1,077 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,305 shares; 2024Q4: 14,305 shares; 2025Q1: 14,305 shares; 2025Q2: 14,305 shares; 2025Q3: 14,305 shares; 2025Q4: 14,305 shares; 2026Q1: 14,305 shares 14,305 $608K 0.06% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,947 shares; 2025Q3: 2,113 shares; 2025Q4: 2,194 shares; 2026Q1: 2,983 shares 2,983 $607K 0.06% +789 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 5,505 shares; 2025Q1: 5,890 shares; 2025Q2: 5,020 shares; 2025Q3: 5,094 shares; 2025Q4: 4,887 shares; 2026Q1: 4,812 shares 4,812 $604K 0.06% -75 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,280 shares; 2025Q3: 7,280 shares; 2025Q4: 7,280 shares; 2026Q1: 7,313 shares 7,313 $603K 0.06% +33 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,824 shares; 2024Q4: 1,824 shares; 2025Q1: 1,824 shares; 2025Q2: 1,824 shares; 2025Q3: 1,824 shares; 2025Q4: 1,824 shares; 2026Q1: 1,824 shares 1,824 $580K 0.06% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,716 shares 1,716 $580K 0.06% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,897 shares; 2025Q3: 5,897 shares; 2025Q4: 5,897 shares; 2026Q1: 5,897 shares 5,897 $576K 0.06% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,390 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares; 2026Q1: 6,940 shares 6,940 $574K 0.06% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,215 shares; 2026Q1: 9,765 shares 9,765 $559K 0.06% +3,550 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,433 shares; 2025Q1: 5,143 shares; 2025Q2: 5,143 shares; 2025Q3: 4,897 shares; 2025Q4: 4,897 shares; 2026Q1: 5,164 shares 5,164 $548K 0.06% +267 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 294 shares; 2025Q4: 382 shares; 2026Q1: 382 shares 382 $505K 0.05% 0 Timeline EIS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,165 shares; 2026Q1: 4,330 shares 4,330 $502K 0.05% +165 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,321 shares; 2025Q1: 8,226 shares; 2025Q2: 25,136 shares; 2025Q3: 8,226 shares; 2025Q4: 8,361 shares; 2026Q1: 9,257 shares 9,257 $500K 0.05% +896 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: 54,537 shares; 2024Q4: 63,168 shares; 2025Q1: 58,458 shares; 2025Q2: 20,577 shares; 2025Q3: 18,657 shares; 2025Q4: 10,715 shares; 2026Q1: 8,715 shares 8,715 $494K 0.05% -2,000 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,243 shares; 2024Q4: 1,243 shares; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,275 shares; 2025Q4: 1,275 shares; 2026Q1: 1,375 shares 1,375 $494K 0.05% +100 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,326 shares; 2025Q3: 7,326 shares; 2025Q4: 7,326 shares; 2026Q1: 7,326 shares 7,326 $481K 0.05% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,870 shares; 2024Q4: 14,030 shares; 2025Q1: 7,010 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,450 shares 6,450 $480K 0.05% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,483 shares; 2024Q4: 14,483 shares; 2025Q1: 14,064 shares; 2025Q2: 14,064 shares; 2025Q3: 14,064 shares; 2025Q4: 14,064 shares; 2026Q1: 14,064 shares 14,064 $426K 0.04% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,070 shares; 2025Q1: 3,114 shares; 2025Q2: 3,070 shares; 2025Q3: 3,070 shares; 2025Q4: 3,083 shares; 2026Q1: 3,734 shares 3,734 $423K 0.04% +651 Timeline AAXJ 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: 63,073 shares; 2024Q4: 68,632 shares; 2025Q1: 65,270 shares; 2025Q2: 64,527 shares; 2025Q3: 63,757 shares; 2025Q4: 4,004 shares; 2026Q1: 4,338 shares 4,338 $418K 0.04% +334 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,031 shares; 2025Q3: 4,031 shares; 2025Q4: 4,031 shares; 2026Q1: 4,032 shares 4,032 $385K 0.04% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,095 shares 1,095 $374K 0.04% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,030 shares; 2025Q2: 1,302 shares; 2025Q3: 1,302 shares; 2025Q4: 1,302 shares; 2026Q1: 1,308 shares 1,308 $371K 0.04% +6 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,481 shares; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,682 shares; 2025Q3: 1,682 shares; 2025Q4: 1,733 shares; 2026Q1: 2,226 shares 2,226 $360K 0.04% +493 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: not reported; 2024Q4: 2,494 shares; 2025Q1: 6,470 shares; 2025Q2: 6,470 shares; 2025Q3: 4,325 shares; 2025Q4: 4,331 shares; 2026Q1: 3,928 shares 3,928 $360K 0.04% -403 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,550 shares; 2026Q1: 5,270 shares 5,270 $359K 0.04% +720 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,289 shares; 2025Q1: 2,139 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,061 shares; 2026Q1: 2,157 shares 2,157 $357K 0.04% +96 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790 $348K 0.04% new Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,150 shares; 2025Q4: 5,150 shares; 2026Q1: 5,937 shares 5,937 $344K 0.04% +787 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,210 shares 12,210 $343K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,217 shares; 2025Q2: 1,270 shares; 2025Q3: 1,270 shares; 2025Q4: 1,270 shares; 2026Q1: 784 shares 784 $334K 0.03% -486 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares; 2025Q3: 5,900 shares; 2025Q4: 5,900 shares; 2026Q1: 5,900 shares 5,900 $334K 0.03% 0 Timeline IMCB 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: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $334K 0.03% 0 Timeline IRE TIDAL TRUST II More: the full row for TIDAL TRUST 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: 24,929 shares 24,929 $325K 0.03% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,773 shares; 2024Q4: 1,763 shares; 2025Q1: 1,760 shares; 2025Q2: 1,633 shares; 2025Q3: 1,596 shares; 2025Q4: 1,609 shares; 2026Q1: 1,486 shares 1,486 $323K 0.03% -123 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 675 shares; 2025Q2: 595 shares; 2025Q3: 595 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $308K 0.03% 0 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: 1,983 shares; 2024Q4: 1,983 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares 1,460 $308K 0.03% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,410 shares; 2025Q2: 12,587 shares; 2025Q3: 12,601 shares; 2025Q4: not reported; 2026Q1: 1,645 shares 1,645 $307K 0.03% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,060 shares; 2024Q4: 1,125 shares; 2025Q1: 1,165 shares; 2025Q2: 1,165 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $306K 0.03% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,675 shares; 2024Q4: 3,370 shares; 2025Q1: 3,416 shares; 2025Q2: 2,986 shares; 2025Q3: 2,951 shares; 2025Q4: 5,902 shares; 2026Q1: 6,114 shares 6,114 $306K 0.03% +212 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: not reported; 2024Q4: 1,591 shares; 2025Q1: 1,521 shares; 2025Q2: 1,521 shares; 2025Q3: 1,371 shares; 2025Q4: 1,371 shares; 2026Q1: 1,450 shares 1,450 $300K 0.03% +79 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: 2,743 shares; 2024Q4: 2,653 shares; 2025Q1: 2,381 shares; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 1,714 shares; 2026Q1: 2,521 shares 2,521 $299K 0.03% +807 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $290K 0.03% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 326 shares; 2025Q1: not reported; 2025Q2: 314 shares; 2025Q3: 287 shares; 2025Q4: 287 shares; 2026Q1: 287 shares 287 $286K 0.03% 0 Timeline VDC 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: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 1,746 shares; 2025Q2: 1,746 shares; 2025Q3: 1,656 shares; 2025Q4: 1,418 shares; 2026Q1: 1,268 shares 1,268 $285K 0.03% -150 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,235 shares; 2025Q4: 16,500 shares; 2026Q1: 17,830 shares 17,830 $282K 0.03% +1,330 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: not reported; 2024Q4: 1,381 shares; 2025Q1: 1,299 shares; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 1,919 shares; 2026Q1: 1,919 shares 1,919 $277K 0.03% 0 Timeline XBJL 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: 12,430 shares; 2024Q4: 12,430 shares; 2025Q1: 7,265 shares; 2025Q2: 7,265 shares; 2025Q3: 7,265 shares; 2025Q4: 7,265 shares; 2026Q1: 7,265 shares 7,265 $276K 0.03% 0 Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 11,200 shares; 2025Q4: 11,030 shares; 2026Q1: 9,375 shares 9,375 $266K 0.03% -1,655 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: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 803 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $264K 0.03% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,360 shares; 2025Q3: 5,360 shares; 2025Q4: 5,360 shares; 2026Q1: 5,450 shares 5,450 $264K 0.03% +90 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: 953 shares; 2024Q4: 1,033 shares; 2025Q1: 1,067 shares; 2025Q2: 1,055 shares; 2025Q3: 1,054 shares; 2025Q4: 892 shares; 2026Q1: 871 shares 871 $263K 0.03% -21 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,484 shares 1,484 $252K 0.03% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,889 shares; 2025Q4: 2,903 shares; 2026Q1: 3,352 shares 3,352 $252K 0.03% +449 Timeline HYD 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: 5,740 shares; 2024Q4: 5,540 shares; 2025Q1: 4,985 shares; 2025Q2: 4,985 shares; 2025Q3: 4,985 shares; 2025Q4: 4,985 shares; 2026Q1: 4,985 shares 4,985 $250K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares 337 $239K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,580 shares; 2025Q3: 4,580 shares; 2025Q4: 4,580 shares; 2026Q1: 4,580 shares 4,580 $233K 0.02% 0 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: 460 shares; 2024Q4: 460 shares; 2025Q1: 460 shares; 2025Q2: 460 shares; 2025Q3: 460 shares; 2025Q4: 465 shares; 2026Q1: 460 shares 460 $230K 0.02% -5 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,000 shares; 2024Q4: 6,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $215K 0.02% 0 Timeline PBW 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: 14,359 shares; 2024Q4: 11,108 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,758 shares; 2026Q1: 6,758 shares 6,758 $213K 0.02% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,050 shares 4,050 $213K 0.02% new Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,950 shares 3,950 $213K 0.02% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 531 shares 531 $211K 0.02% new 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: 315 shares; 2024Q4: 324 shares; 2025Q1: 299 shares; 2025Q2: 309 shares; 2025Q3: 312 shares; 2025Q4: 301 shares; 2026Q1: 229 shares 229 $211K 0.02% -72 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,705 shares 1,705 $209K 0.02% new Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,177 shares; 2024Q4: not reported; 2025Q1: 2,177 shares; 2025Q2: 3,189 shares; 2025Q3: 3,172 shares; 2025Q4: 2,546 shares; 2026Q1: 2,266 shares 2,266 $209K 0.02% -280 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,680 shares 2,680 $208K 0.02% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 964 shares 964 $207K 0.02% new 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: 704 shares; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $206K 0.02% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235 shares 235 $205K 0.02% new Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,115 shares; 2024Q4: 11,115 shares; 2025Q1: 14,240 shares; 2025Q2: 14,240 shares; 2025Q3: 14,240 shares; 2025Q4: 14,240 shares; 2026Q1: 14,240 shares 14,240 $204K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,431 shares 3,431 $201K 0.02% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,474 shares 1,474 $200K 0.02% new 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: 7,528 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,787 shares; 2026Q1: 2,786 shares 2,786 $200K 0.02% -1 Timeline PATH UIPATH INC More: the full row for UIPATH 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: 15,160 shares; 2026Q1: 16,240 shares 16,240 $180K 0.02% +1,080 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $66K 0.01% 0 Timeline NRO NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,856 shares; 2024Q4: 11,125 shares; 2025Q1: 11,438 shares; 2025Q2: 11,775 shares; 2025Q3: 12,119 shares; 2025Q4: 12,238 shares; 2026Q1: 12,238 shares 12,238 $34.8K <0.01% 0 Timeline LAB STANDARD BIOTOOLS INC More: the full row for STANDARD BIOTOOLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,210 shares; 2024Q4: 12,210 shares; 2025Q1: 12,210 shares; 2025Q2: 12,210 shares; 2025Q3: 12,210 shares; 2025Q4: 12,210 shares; 2026Q1: 12,210 shares 12,210 $11.2K <0.01% 0 Timeline