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: not loaded; 2024Q4: 27,966 shares; 2025Q1: 22,080 shares; 2025Q2: 20,980 shares; 2025Q3: 25,950 shares; 2025Q4: 26,181 shares; 2026Q1: 24,853 shares 24,853 $16.2M 3.87% -1,328 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: not loaded; 2024Q4: 248,656 shares; 2025Q1: 310,003 shares; 2025Q2: 314,337 shares; 2025Q3: 297,949 shares; 2025Q4: 303,859 shares; 2026Q1: 325,323 shares 325,323 $16.1M 3.84% +21,464 Timeline SHV 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 loaded; 2024Q4: 117,546 shares; 2025Q1: 143,671 shares; 2025Q2: 145,036 shares; 2025Q3: 136,295 shares; 2025Q4: 133,792 shares; 2026Q1: 144,859 shares 144,859 $16M 3.82% +11,067 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 loaded; 2024Q4: 241,984 shares; 2025Q1: 306,728 shares; 2025Q2: 312,260 shares; 2025Q3: 293,912 shares; 2025Q4: 298,570 shares; 2026Q1: 315,355 shares 315,355 $15.7M 3.75% +16,785 Timeline FTSL 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 loaded; 2024Q4: 257,116 shares; 2025Q1: 323,928 shares; 2025Q2: 330,667 shares; 2025Q3: 308,419 shares; 2025Q4: 309,472 shares; 2026Q1: 336,512 shares 336,512 $15.1M 3.6% +27,040 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,822 shares; 2025Q1: 117,557 shares; 2025Q2: 117,483 shares; 2025Q3: 116,377 shares; 2025Q4: 114,962 shares; 2026Q1: 115,123 shares 115,123 $11.1M 2.65% +161 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: not loaded; 2024Q4: 48,914 shares; 2025Q1: 45,260 shares; 2025Q2: 47,662 shares; 2025Q3: 48,648 shares; 2025Q4: 48,124 shares; 2026Q1: 42,788 shares 42,788 $10.9M 2.59% -5,336 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,727 shares; 2025Q1: 18,617 shares; 2025Q2: 18,638 shares; 2025Q3: 16,580 shares; 2025Q4: 16,766 shares; 2026Q1: 59,096 shares 59,096 $8.66M 2.07% +42,330 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,015 shares; 2025Q1: 15,803 shares; 2025Q2: 12,279 shares; 2025Q3: 10,443 shares; 2025Q4: 11,467 shares; 2026Q1: 53,095 shares 53,095 $8.59M 2.05% +41,628 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: not loaded; 2024Q4: 102,495 shares; 2025Q1: 94,319 shares; 2025Q2: 96,322 shares; 2025Q3: 119,761 shares; 2025Q4: 120,994 shares; 2026Q1: 42,833 shares 42,833 $8.22M 1.96% -78,161 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: not loaded; 2024Q4: 41,063 shares; 2025Q1: 40,142 shares; 2025Q2: 39,952 shares; 2025Q3: 40,403 shares; 2025Q4: 40,891 shares; 2026Q1: 35,669 shares 35,669 $7.43M 1.77% -5,222 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,292 shares; 2025Q1: 63,767 shares; 2025Q2: 63,617 shares; 2025Q3: 68,171 shares; 2025Q4: 68,018 shares; 2026Q1: 67,518 shares 67,518 $7.14M 1.7% -500 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,122 shares; 2025Q1: 36,027 shares; 2025Q2: 42,451 shares; 2025Q3: 41,459 shares; 2025Q4: 83,939 shares; 2026Q1: 52,537 shares 52,537 $6.98M 1.67% -31,402 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,009 shares 63,009 $6.95M 1.66% new Timeline IXUS 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 loaded; 2024Q4: 64,186 shares; 2025Q1: 66,235 shares; 2025Q2: 66,446 shares; 2025Q3: 82,382 shares; 2025Q4: 83,568 shares; 2026Q1: 79,477 shares 79,477 $6.89M 1.64% -4,091 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: not loaded; 2024Q4: 13,237 shares; 2025Q1: 8,435 shares; 2025Q2: 8,579 shares; 2025Q3: 10,349 shares; 2025Q4: 10,558 shares; 2026Q1: 11,526 shares 11,526 $6.65M 1.59% +968 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: not loaded; 2024Q4: 62,019 shares; 2025Q1: 55,869 shares; 2025Q2: 56,675 shares; 2025Q3: 61,120 shares; 2025Q4: 61,459 shares; 2026Q1: 53,047 shares 53,047 $6.59M 1.57% -8,412 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 loaded; 2024Q4: 37,387 shares; 2025Q1: 42,529 shares; 2025Q2: 43,005 shares; 2025Q3: 43,714 shares; 2025Q4: 43,997 shares; 2026Q1: 38,665 shares 38,665 $6.56M 1.57% -5,332 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: not loaded; 2024Q4: 18,501 shares; 2025Q1: 19,861 shares; 2025Q2: 20,220 shares; 2025Q3: 19,551 shares; 2025Q4: 19,605 shares; 2026Q1: 17,119 shares 17,119 $6.34M 1.51% -2,486 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75,854 shares; 2025Q1: 57,563 shares; 2025Q2: 56,090 shares; 2025Q3: 55,005 shares; 2025Q4: 52,981 shares; 2026Q1: 40,337 shares 40,337 $5.75M 1.37% -12,644 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,956 shares; 2025Q1: 12,285 shares; 2025Q2: 13,705 shares; 2025Q3: 12,247 shares; 2025Q4: 25,121 shares; 2026Q1: 51,343 shares 51,343 $5.6M 1.34% +26,222 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,197 shares; 2025Q1: 56,238 shares; 2025Q2: 45,977 shares; 2025Q3: 47,923 shares; 2025Q4: 49,337 shares; 2026Q1: 113,114 shares 113,114 $5.58M 1.33% +63,777 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,814 shares; 2025Q1: 212,743 shares; 2025Q2: 233,877 shares; 2025Q3: 294,652 shares; 2025Q4: 303,071 shares; 2026Q1: 141,150 shares 141,150 $5.57M 1.33% -161,921 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: not loaded; 2024Q4: 28,771 shares; 2025Q1: 26,390 shares; 2025Q2: 26,857 shares; 2025Q3: 23,370 shares; 2025Q4: 22,902 shares; 2026Q1: 17,106 shares 17,106 $5.29M 1.26% -5,796 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: not loaded; 2024Q4: 33,346 shares; 2025Q1: 35,384 shares; 2025Q2: 35,052 shares; 2025Q3: 35,106 shares; 2025Q4: 35,609 shares; 2026Q1: 30,338 shares 30,338 $5.29M 1.26% -5,271 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: not loaded; 2024Q4: 24,072 shares; 2025Q1: 23,688 shares; 2025Q2: 23,946 shares; 2025Q3: 24,354 shares; 2025Q4: 24,299 shares; 2026Q1: 17,398 shares 17,398 $5M 1.19% -6,901 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 92,833 shares 92,833 $4.72M 1.13% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,217 shares; 2025Q1: 21,142 shares; 2025Q2: 21,142 shares; 2025Q3: 21,128 shares; 2025Q4: 20,839 shares; 2026Q1: 39,589 shares 39,589 $4.48M 1.07% +18,750 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: not loaded; 2024Q4: 9,900 shares; 2025Q1: 9,522 shares; 2025Q2: 9,803 shares; 2025Q3: 11,402 shares; 2025Q4: 11,461 shares; 2026Q1: 8,188 shares 8,188 $4.41M 1.05% -3,273 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,560 shares; 2025Q1: 16,369 shares; 2025Q2: 16,600 shares; 2025Q3: 19,009 shares; 2025Q4: 19,141 shares; 2026Q1: 18,043 shares 18,043 $4.37M 1.04% -1,098 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: not loaded; 2024Q4: 4,426 shares; 2025Q1: 4,085 shares; 2025Q2: 4,322 shares; 2025Q3: 4,433 shares; 2025Q4: 4,484 shares; 2026Q1: 4,382 shares 4,382 $4.37M 1.04% -102 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,618 shares; 2025Q1: 24,294 shares; 2025Q2: 24,270 shares; 2025Q3: 25,932 shares; 2025Q4: 26,519 shares; 2026Q1: 38,021 shares 38,021 $4.22M 1.01% +11,502 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,591 shares; 2025Q1: 25,478 shares; 2025Q2: 27,076 shares; 2025Q3: 28,032 shares; 2025Q4: 28,292 shares; 2026Q1: 22,151 shares 22,151 $3.54M 0.84% -6,141 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: not loaded; 2024Q4: 10,509 shares; 2025Q1: 10,730 shares; 2025Q2: 10,919 shares; 2025Q3: 11,357 shares; 2025Q4: 11,482 shares; 2026Q1: 11,216 shares 11,216 $3.49M 0.83% -266 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,506 shares; 2025Q1: 12,868 shares; 2025Q2: 13,123 shares; 2025Q3: 12,958 shares; 2025Q4: 13,053 shares; 2026Q1: 9,662 shares 9,662 $3.32M 0.79% -3,391 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: not loaded; 2024Q4: 6,453 shares; 2025Q1: 6,191 shares; 2025Q2: 6,370 shares; 2025Q3: 6,262 shares; 2025Q4: 6,283 shares; 2026Q1: 5,747 shares 5,747 $3.29M 0.78% -536 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,089 shares 73,089 $3.27M 0.78% new 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: not loaded; 2024Q4: 7,808 shares; 2025Q1: 99,144 shares; 2025Q2: 176,165 shares; 2025Q3: 238,584 shares; 2025Q4: 244,182 shares; 2026Q1: 68,469 shares 68,469 $3.22M 0.77% -175,713 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,452 shares; 2025Q1: 63,216 shares; 2025Q2: 64,737 shares; 2025Q3: 61,322 shares; 2025Q4: 62,849 shares; 2026Q1: 43,028 shares 43,028 $3.1M 0.74% -19,821 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: not loaded; 2024Q4: 3,757 shares; 2025Q1: 3,766 shares; 2025Q2: 3,816 shares; 2025Q3: 3,279 shares; 2025Q4: 3,273 shares; 2026Q1: 3,267 shares 3,267 $3M 0.72% -6 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,725 shares; 2025Q1: 28,475 shares; 2025Q2: 28,834 shares; 2025Q3: 29,935 shares; 2025Q4: 30,172 shares; 2026Q1: 28,774 shares 28,774 $2.95M 0.71% -1,398 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,970 shares; 2026Q1: 27,306 shares 27,306 $2.77M 0.66% -664 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,486 shares; 2025Q3: 3,585 shares; 2025Q4: 3,633 shares; 2026Q1: 1,832 shares 1,832 $2.7M 0.64% -1,801 Timeline ESNT ESSENT GROUP LTD More: the full row for ESSENT GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,900 shares; 2025Q2: 43,700 shares; 2025Q3: 44,743 shares; 2025Q4: 45,580 shares; 2026Q1: 43,041 shares 43,041 $2.52M 0.6% -2,539 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: not loaded; 2024Q4: 13,261 shares; 2025Q1: 13,441 shares; 2025Q2: 13,698 shares; 2025Q3: 14,271 shares; 2025Q4: 14,482 shares; 2026Q1: 11,688 shares 11,688 $2.51M 0.6% -2,794 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,529 shares 35,529 $2.43M 0.58% new 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 loaded; 2024Q4: 18,013 shares; 2025Q1: 4,659 shares; 2025Q2: 4,604 shares; 2025Q3: 4,460 shares; 2025Q4: 5,701 shares; 2026Q1: 16,643 shares 16,643 $2.4M 0.57% +10,942 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42,553 shares; 2025Q2: 43,865 shares; 2025Q3: 40,739 shares; 2025Q4: 41,231 shares; 2026Q1: 36,851 shares 36,851 $2.38M 0.57% -4,380 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,613 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,199 shares; 2025Q4: 2,174 shares; 2026Q1: 11,178 shares 11,178 $2.36M 0.56% +9,004 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,070 shares; 2025Q2: 14,449 shares; 2025Q3: 15,220 shares; 2025Q4: 15,237 shares; 2026Q1: 13,796 shares 13,796 $2.28M 0.54% -1,441 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,304 shares; 2025Q4: 30,169 shares; 2026Q1: 23,290 shares 23,290 $2.19M 0.52% -6,879 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,317 shares; 2025Q4: 64,558 shares; 2026Q1: 56,157 shares 56,157 $1.99M 0.48% -8,401 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,024 shares; 2025Q1: 8,608 shares; 2025Q2: 9,064 shares; 2025Q3: 9,150 shares; 2025Q4: 18,651 shares; 2026Q1: 32,158 shares 32,158 $1.97M 0.47% +13,507 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,203 shares; 2025Q1: 26,692 shares; 2025Q2: 4,074 shares; 2025Q3: 3,865 shares; 2025Q4: 3,628 shares; 2026Q1: 28,699 shares 28,699 $1.94M 0.46% +25,071 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,225 shares; 2025Q1: 7,898 shares; 2025Q2: 8,030 shares; 2025Q3: 8,742 shares; 2025Q4: 8,910 shares; 2026Q1: 9,105 shares 9,105 $1.91M 0.46% +195 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,787 shares 8,787 $1.86M 0.44% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,980 shares; 2025Q1: 4,650 shares; 2025Q2: 9,037 shares; 2025Q3: 10,655 shares; 2025Q4: 12,225 shares; 2026Q1: 22,637 shares 22,637 $1.86M 0.44% +10,412 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,762 shares; 2025Q4: 13,796 shares; 2026Q1: 11,676 shares 11,676 $1.82M 0.43% -2,120 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,407 shares; 2025Q1: 9,605 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,363 shares 14,363 $1.79M 0.43% new Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,377 shares; 2025Q1: 25,726 shares; 2025Q2: 26,241 shares; 2025Q3: 26,380 shares; 2025Q4: 26,750 shares; 2026Q1: 29,582 shares 29,582 $1.72M 0.41% +2,832 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,262 shares; 2025Q1: 12,266 shares; 2025Q2: 12,271 shares; 2025Q3: 12,274 shares; 2025Q4: 12,279 shares; 2026Q1: 12,282 shares 12,282 $1.71M 0.41% +3 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,965 shares 9,965 $1.68M 0.4% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,158 shares 13,158 $1.67M 0.4% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,306 shares; 2025Q1: 5,115 shares; 2025Q2: 5,159 shares; 2025Q3: 5,093 shares; 2025Q4: 5,188 shares; 2026Q1: 4,221 shares 4,221 $1.65M 0.39% -967 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: not loaded; 2024Q4: 4,750 shares; 2025Q1: 4,634 shares; 2025Q2: 2,180 shares; 2025Q3: 2,061 shares; 2025Q4: 3,468 shares; 2026Q1: 16,861 shares 16,861 $1.63M 0.39% +13,393 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,867 shares 4,867 $1.6M 0.38% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,363 shares; 2025Q1: 16,726 shares; 2025Q2: 18,335 shares; 2025Q3: 18,203 shares; 2025Q4: 17,959 shares; 2026Q1: 17,173 shares 17,173 $1.6M 0.38% -786 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 loaded; 2024Q4: 6,481 shares; 2025Q1: 6,393 shares; 2025Q2: 6,521 shares; 2025Q3: 8,464 shares; 2025Q4: 8,131 shares; 2026Q1: 7,639 shares 7,639 $1.58M 0.38% -492 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: not loaded; 2024Q4: 4,720 shares; 2025Q1: 4,713 shares; 2025Q2: 5,389 shares; 2025Q3: 5,222 shares; 2025Q4: 5,218 shares; 2026Q1: 5,179 shares 5,179 $1.52M 0.36% -39 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: not loaded; 2024Q4: 5,405 shares; 2025Q1: 5,490 shares; 2025Q2: 5,277 shares; 2025Q3: 5,082 shares; 2025Q4: 5,276 shares; 2026Q1: 5,302 shares 5,302 $1.52M 0.36% +26 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,305 shares; 2025Q2: 10,169 shares; 2025Q3: 10,375 shares; 2025Q4: 13,931 shares; 2026Q1: 20,762 shares 20,762 $1.49M 0.36% +6,831 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: not loaded; 2024Q4: not reported; 2025Q1: 3,415 shares; 2025Q2: 21,020 shares; 2025Q3: 20,688 shares; 2025Q4: 21,454 shares; 2026Q1: 20,276 shares 20,276 $1.48M 0.35% -1,178 Timeline XRT 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 loaded; 2024Q4: 3,514 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,098 shares 18,098 $1.46M 0.35% new Timeline FBCG 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 loaded; 2024Q4: 25,697 shares; 2025Q1: 33,512 shares; 2025Q2: 30,347 shares; 2025Q3: 30,386 shares; 2025Q4: 29,242 shares; 2026Q1: 27,996 shares 27,996 $1.4M 0.33% -1,246 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,812 shares; 2025Q1: 22,850 shares; 2025Q2: 23,053 shares; 2025Q3: 23,808 shares; 2025Q4: 24,596 shares; 2026Q1: 56,408 shares 56,408 $1.29M 0.31% +31,812 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 loaded; 2024Q4: 2,092 shares; 2025Q1: 2,112 shares; 2025Q2: 2,071 shares; 2025Q3: 2,053 shares; 2025Q4: 1,967 shares; 2026Q1: 1,821 shares 1,821 $1.29M 0.31% -146 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,234 shares; 2025Q1: 9,846 shares; 2025Q2: 9,938 shares; 2025Q3: 9,817 shares; 2025Q4: 7,249 shares; 2026Q1: 6,669 shares 6,669 $1.28M 0.31% -580 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: not loaded; 2024Q4: 1,617 shares; 2025Q1: 1,623 shares; 2025Q2: 1,499 shares; 2025Q3: 5,179 shares; 2025Q4: 5,221 shares; 2026Q1: 5,209 shares 5,209 $1.27M 0.3% -12 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,774 shares; 2025Q1: 27,196 shares; 2025Q2: 25,032 shares; 2025Q3: 23,750 shares; 2025Q4: 24,525 shares; 2026Q1: 24,266 shares 24,266 $1.26M 0.3% -259 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,254 shares; 2025Q1: 16,566 shares; 2025Q2: 16,649 shares; 2025Q3: 14,080 shares; 2025Q4: 16,634 shares; 2026Q1: 16,516 shares 16,516 $1.26M 0.3% -118 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,048 shares 3,048 $1.21M 0.29% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,393 shares; 2025Q3: 8,573 shares; 2025Q4: 8,757 shares; 2026Q1: 5,880 shares 5,880 $1.19M 0.28% -2,877 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,315 shares; 2026Q1: 36,041 shares 36,041 $1.19M 0.28% +9,726 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 loaded; 2024Q4: 31,779 shares; 2025Q1: 29,141 shares; 2025Q2: 26,420 shares; 2025Q3: 21,237 shares; 2025Q4: 41,905 shares; 2026Q1: 25,494 shares 25,494 $1.17M 0.28% -16,411 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: not loaded; 2024Q4: 5,584 shares; 2025Q1: 5,698 shares; 2025Q2: 5,844 shares; 2025Q3: 5,844 shares; 2025Q4: 5,844 shares; 2026Q1: 5,396 shares 5,396 $1.15M 0.28% -448 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 loaded; 2024Q4: 3,154 shares; 2025Q1: 2,943 shares; 2025Q2: 2,979 shares; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 2,704 shares 2,704 $1.15M 0.28% -275 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: not loaded; 2024Q4: 3,141 shares; 2025Q1: 3,136 shares; 2025Q2: 3,171 shares; 2025Q3: 3,273 shares; 2025Q4: 3,252 shares; 2026Q1: 3,272 shares 3,272 $1.15M 0.27% +20 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: not loaded; 2024Q4: 19,963 shares; 2025Q1: 24,397 shares; 2025Q2: 24,075 shares; 2025Q3: 22,129 shares; 2025Q4: 24,289 shares; 2026Q1: 24,132 shares 24,132 $1.1M 0.26% -157 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,002 shares; 2025Q1: 11,853 shares; 2025Q2: 11,769 shares; 2025Q3: 11,590 shares; 2025Q4: 9,994 shares; 2026Q1: 10,471 shares 10,471 $1.02M 0.24% +477 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,567 shares; 2026Q1: 20,201 shares 20,201 $1.01M 0.24% -5,366 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,194 shares; 2025Q2: 3,209 shares; 2025Q3: 3,269 shares; 2025Q4: 3,443 shares; 2026Q1: 3,409 shares 3,409 $1.01M 0.24% -34 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 128,779 shares; 2025Q1: 12,340 shares; 2025Q2: 11,487 shares; 2025Q3: 11,120 shares; 2025Q4: 10,954 shares; 2026Q1: 10,134 shares 10,134 $1.01M 0.24% -820 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,531 shares 2,531 $998K 0.24% new 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: not loaded; 2024Q4: 1,241 shares; 2025Q1: 1,245 shares; 2025Q2: 1,285 shares; 2025Q3: 1,469 shares; 2025Q4: 1,569 shares; 2026Q1: 1,396 shares 1,396 $908K 0.22% -173 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: not loaded; 2024Q4: 1,668 shares; 2025Q1: 1,648 shares; 2025Q2: 1,651 shares; 2025Q3: 1,626 shares; 2025Q4: 1,583 shares; 2026Q1: 1,514 shares 1,514 $905K 0.22% -69 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: not loaded; 2024Q4: 8,884 shares; 2025Q1: 11,694 shares; 2025Q2: 11,743 shares; 2025Q3: 11,713 shares; 2025Q4: 11,500 shares; 2026Q1: 10,046 shares 10,046 $886K 0.21% -1,454 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,899 shares; 2025Q3: 14,174 shares; 2025Q4: 14,914 shares; 2026Q1: 13,949 shares 13,949 $884K 0.21% -965 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,043 shares 6,043 $879K 0.21% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,858 shares 4,858 $874K 0.21% new Timeline EMOP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,547 shares 19,547 $857K 0.2% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,449 shares; 2025Q1: 14,136 shares; 2025Q2: 14,180 shares; 2025Q3: 14,184 shares; 2025Q4: 12,173 shares; 2026Q1: 12,071 shares 12,071 $847K 0.2% -102 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,092 shares 1,092 $844K 0.2% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,761 shares; 2025Q4: 6,345 shares; 2026Q1: 6,195 shares 6,195 $842K 0.2% -150 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,653 shares 12,653 $839K 0.2% new 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: not loaded; 2024Q4: 1,549 shares; 2025Q1: 1,560 shares; 2025Q2: 1,607 shares; 2025Q3: 1,715 shares; 2025Q4: 1,787 shares; 2026Q1: 1,746 shares 1,746 $837K 0.2% -41 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,222 shares 14,222 $836K 0.2% new Timeline ABFL ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,319 shares; 2025Q1: 19,315 shares; 2025Q2: 19,498 shares; 2025Q3: 19,985 shares; 2025Q4: 19,939 shares; 2026Q1: 11,657 shares 11,657 $829K 0.2% -8,282 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,887 shares 6,887 $806K 0.19% new 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: not loaded; 2024Q4: not reported; 2025Q1: 9,835 shares; 2025Q2: 10,696 shares; 2025Q3: 10,779 shares; 2025Q4: 11,165 shares; 2026Q1: 6,783 shares 6,783 $805K 0.19% -4,382 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,417 shares 8,417 $781K 0.19% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,343 shares 4,343 $780K 0.19% new Timeline KIE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,642 shares 13,642 $750K 0.18% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,260 shares; 2025Q1: 4,065 shares; 2025Q2: 4,185 shares; 2025Q3: 4,225 shares; 2025Q4: 4,225 shares; 2026Q1: 3,372 shares 3,372 $720K 0.17% -853 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,320 shares 52,320 $707K 0.17% new Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,070 shares 3,070 $706K 0.17% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,617 shares; 2025Q4: 1,617 shares; 2026Q1: 1,617 shares 1,617 $696K 0.17% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,044 shares 3,044 $695K 0.17% new Timeline IHI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,011 shares 13,011 $694K 0.17% new 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: not loaded; 2024Q4: 2,096 shares; 2025Q1: 1,918 shares; 2025Q2: 2,023 shares; 2025Q3: 1,855 shares; 2025Q4: 2,153 shares; 2026Q1: 1,864 shares 1,864 $693K 0.17% -289 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,329 shares; 2025Q2: 6,240 shares; 2025Q3: 6,144 shares; 2025Q4: 5,628 shares; 2026Q1: 5,736 shares 5,736 $680K 0.16% +108 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,043 shares 2,043 $657K 0.16% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,752 shares 40,752 $638K 0.15% new Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,866 shares 7,866 $630K 0.15% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,362 shares; 2025Q2: 7,680 shares; 2025Q3: 7,739 shares; 2025Q4: 8,052 shares; 2026Q1: 11,397 shares 11,397 $630K 0.15% +3,345 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,156 shares 2,156 $618K 0.15% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,635 shares; 2025Q1: 1,644 shares; 2025Q2: 1,711 shares; 2025Q3: 1,722 shares; 2025Q4: 1,706 shares; 2026Q1: 1,706 shares 1,706 $610K 0.15% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,028 shares 2,028 $601K 0.14% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,981 shares; 2025Q1: 13,998 shares; 2025Q2: 14,154 shares; 2025Q3: 15,532 shares; 2025Q4: 15,871 shares; 2026Q1: 3,016 shares 3,016 $598K 0.14% -12,855 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,582 shares; 2025Q1: 22,660 shares; 2025Q2: 23,221 shares; 2025Q3: 23,670 shares; 2025Q4: 22,772 shares; 2026Q1: 22,846 shares 22,846 $597K 0.14% +74 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: not loaded; 2024Q4: 4,407 shares; 2025Q1: 3,944 shares; 2025Q2: 4,078 shares; 2025Q3: 3,708 shares; 2025Q4: 3,786 shares; 2026Q1: 3,819 shares 3,819 $593K 0.14% +33 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,553 shares; 2025Q1: 1,083 shares; 2025Q2: 1,034 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 836 shares 836 $583K 0.14% -145 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 loaded; 2024Q4: 1,720 shares; 2025Q1: 1,787 shares; 2025Q2: 1,886 shares; 2025Q3: 1,931 shares; 2025Q4: 1,913 shares; 2026Q1: 1,753 shares 1,753 $577K 0.14% -160 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,578 shares; 2025Q1: 8,266 shares; 2025Q2: 8,319 shares; 2025Q3: 8,313 shares; 2025Q4: 5,245 shares; 2026Q1: 7,629 shares 7,629 $567K 0.14% +2,384 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,190 shares; 2025Q1: 17,049 shares; 2025Q2: 17,589 shares; 2025Q3: 21,016 shares; 2025Q4: 21,284 shares; 2026Q1: 2,338 shares 2,338 $561K 0.13% -18,946 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,655 shares 2,655 $561K 0.13% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,259 shares; 2025Q1: 4,271 shares; 2025Q2: 4,344 shares; 2025Q3: 4,359 shares; 2025Q4: 4,181 shares; 2026Q1: 3,641 shares 3,641 $536K 0.13% -540 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: not loaded; 2024Q4: 17,457 shares; 2025Q1: 5,255 shares; 2025Q2: 4,865 shares; 2025Q3: 4,123 shares; 2025Q4: 4,471 shares; 2026Q1: 4,442 shares 4,442 $534K 0.13% -29 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,191 shares; 2025Q1: 7,289 shares; 2025Q2: 7,949 shares; 2025Q3: 7,958 shares; 2025Q4: 7,939 shares; 2026Q1: 7,939 shares 7,939 $524K 0.13% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,397 shares; 2025Q1: 3,293 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 3,293 shares; 2026Q1: 3,293 shares 3,293 $522K 0.12% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,044 shares; 2025Q4: 2,762 shares; 2026Q1: 2,644 shares 2,644 $518K 0.12% -118 Timeline JIRE 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 loaded; 2024Q4: not reported; 2025Q1: 5,214 shares; 2025Q2: 5,410 shares; 2025Q3: 5,523 shares; 2025Q4: 6,021 shares; 2026Q1: 6,611 shares 6,611 $501K 0.12% +590 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,480 shares 1,480 $500K 0.12% new Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,642 shares; 2025Q3: 2,548 shares; 2025Q4: 2,465 shares; 2026Q1: 4,885 shares 4,885 $492K 0.12% +2,420 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 1,527 shares; 2025Q3: 1,673 shares; 2025Q4: 15,106 shares; 2026Q1: 5,094 shares 5,094 $490K 0.12% -10,012 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 752 shares; 2025Q2: 775 shares; 2025Q3: 751 shares; 2025Q4: 749 shares; 2026Q1: 749 shares 749 $453K 0.11% 0 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: not loaded; 2024Q4: 1,961 shares; 2025Q1: 1,957 shares; 2025Q2: 2,127 shares; 2025Q3: 2,017 shares; 2025Q4: 1,997 shares; 2026Q1: 1,997 shares 1,997 $434K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,170 shares; 2025Q1: 13,242 shares; 2025Q2: 14,627 shares; 2025Q3: 14,549 shares; 2025Q4: 14,257 shares; 2026Q1: 14,500 shares 14,500 $420K 0.1% +243 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,272 shares; 2025Q1: 3,342 shares; 2025Q2: 3,338 shares; 2025Q3: 3,188 shares; 2025Q4: 3,183 shares; 2026Q1: 3,183 shares 3,183 $417K 0.1% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,734 shares; 2025Q1: 2,734 shares; 2025Q2: 2,734 shares; 2025Q3: 2,734 shares; 2025Q4: 2,734 shares; 2026Q1: 2,734 shares 2,734 $414K 0.1% 0 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,043 shares 2,043 $403K 0.1% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,157 shares; 2025Q1: 64,158 shares; 2025Q2: 65,191 shares; 2025Q3: 60,611 shares; 2025Q4: 60,531 shares; 2026Q1: 3,659 shares 3,659 $399K 0.1% -56,872 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 17,239 shares; 2025Q2: 17,396 shares; 2025Q3: 13,001 shares; 2025Q4: 13,157 shares; 2026Q1: 2,690 shares 2,690 $393K 0.09% -10,467 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 loaded; 2024Q4: 2,106 shares; 2025Q1: 2,142 shares; 2025Q2: 2,238 shares; 2025Q3: 2,111 shares; 2025Q4: 1,990 shares; 2026Q1: 1,990 shares 1,990 $386K 0.09% 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 loaded; 2024Q4: 2,131 shares; 2025Q1: 2,086 shares; 2025Q2: 2,140 shares; 2025Q3: 2,177 shares; 2025Q4: 1,951 shares; 2026Q1: 1,886 shares 1,886 $384K 0.09% -65 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 loaded; 2024Q4: 1,408 shares; 2025Q1: 1,421 shares; 2025Q2: 1,349 shares; 2025Q3: 1,355 shares; 2025Q4: 1,342 shares; 2026Q1: 1,331 shares 1,331 $378K 0.09% -11 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: not loaded; 2024Q4: 9,890 shares; 2025Q1: 14,746 shares; 2025Q2: 14,778 shares; 2025Q3: 14,832 shares; 2025Q4: 16,954 shares; 2026Q1: 5,397 shares 5,397 $376K 0.09% -11,557 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,123 shares; 2025Q1: 3,383 shares; 2025Q2: 3,500 shares; 2025Q3: 2,954 shares; 2025Q4: 2,811 shares; 2026Q1: 2,811 shares 2,811 $371K 0.09% 0 Timeline IYG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,313 shares; 2026Q1: 4,274 shares 4,274 $354K 0.08% +961 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,143 shares; 2025Q1: 4,346 shares; 2025Q2: 4,342 shares; 2025Q3: 4,342 shares; 2025Q4: 4,126 shares; 2026Q1: 3,561 shares 3,561 $330K 0.08% -565 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: not loaded; 2024Q4: 18,072 shares; 2025Q1: 18,072 shares; 2025Q2: 18,648 shares; 2025Q3: 18,072 shares; 2025Q4: 16,800 shares; 2026Q1: 16,935 shares 16,935 $327K 0.08% +135 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,422 shares; 2025Q1: 4,242 shares; 2025Q2: 4,051 shares; 2025Q3: 4,051 shares; 2025Q4: 4,051 shares; 2026Q1: 3,887 shares 3,887 $325K 0.08% -164 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,040 shares; 2025Q1: 18,040 shares; 2025Q2: 17,640 shares; 2025Q3: 17,640 shares; 2025Q4: 17,640 shares; 2026Q1: 13,040 shares 13,040 $323K 0.08% -4,600 Timeline ABLD ABACUS FCF ETF TR More: the full row for ABACUS FCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,670 shares; 2025Q2: 8,813 shares; 2025Q3: 9,075 shares; 2025Q4: not reported; 2026Q1: 10,326 shares 10,326 $322K 0.08% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 739 shares; 2025Q4: 19,025 shares; 2026Q1: 3,018 shares 3,018 $316K 0.08% -16,007 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,925 shares; 2025Q1: 26,512 shares; 2025Q2: 7,617 shares; 2025Q3: 7,199 shares; 2025Q4: 5,289 shares; 2026Q1: 4,992 shares 4,992 $303K 0.07% -297 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 421 shares; 2025Q3: 413 shares; 2025Q4: 396 shares; 2026Q1: 345 shares 345 $301K 0.07% -51 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,304 shares; 2025Q1: 1,250 shares; 2025Q2: 1,474 shares; 2025Q3: 2,412 shares; 2025Q4: 2,207 shares; 2026Q1: 1,533 shares 1,533 $301K 0.07% -674 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,242 shares 4,242 $297K 0.07% new 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: not loaded; 2024Q4: 1,159 shares; 2025Q1: 1,167 shares; 2025Q2: 1,198 shares; 2025Q3: 1,309 shares; 2025Q4: 1,302 shares; 2026Q1: 1,268 shares 1,268 $287K 0.07% -34 Timeline VONG 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 loaded; 2024Q4: 2,753 shares; 2025Q1: 2,691 shares; 2025Q2: 2,691 shares; 2025Q3: 2,691 shares; 2025Q4: 2,691 shares; 2026Q1: 2,582 shares 2,582 $283K 0.07% -109 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 1,080 shares; 2025Q4: 1,114 shares; 2026Q1: 1,156 shares 1,156 $280K 0.07% +42 Timeline VLUE 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,579 shares; 2026Q1: 1,969 shares 1,969 $280K 0.07% +390 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: not loaded; 2024Q4: 1,020 shares; 2025Q1: 2,362 shares; 2025Q2: 1,016 shares; 2025Q3: 1,004 shares; 2025Q4: 888 shares; 2026Q1: 855 shares 855 $272K 0.06% -33 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: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $265K 0.06% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,694 shares; 2025Q1: 2,694 shares; 2025Q2: 2,694 shares; 2025Q3: 2,694 shares; 2025Q4: 2,694 shares; 2026Q1: 2,694 shares 2,694 $264K 0.06% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 975 shares; 2025Q3: 966 shares; 2025Q4: 967 shares; 2026Q1: 967 shares 967 $263K 0.06% 0 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: not loaded; 2024Q4: 7,925 shares; 2025Q1: 7,777 shares; 2025Q2: 7,935 shares; 2025Q3: 6,370 shares; 2025Q4: 612 shares; 2026Q1: 583 shares 583 $259K 0.06% -29 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,104 shares; 2025Q1: 2,305 shares; 2025Q2: 2,457 shares; 2025Q3: 2,391 shares; 2025Q4: 2,315 shares; 2026Q1: 1,966 shares 1,966 $253K 0.06% -349 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,332 shares; 2025Q1: 10,066 shares; 2025Q2: 10,027 shares; 2025Q3: 9,686 shares; 2025Q4: 9,620 shares; 2026Q1: 6,198 shares 6,198 $253K 0.06% -3,422 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: not loaded; 2024Q4: 5,988 shares; 2025Q1: 6,041 shares; 2025Q2: 6,390 shares; 2025Q3: 5,966 shares; 2025Q4: 5,113 shares; 2026Q1: 5,009 shares 5,009 $251K 0.06% -104 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,250 shares; 2026Q1: 4,524 shares 4,524 $251K 0.06% +274 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: not loaded; 2024Q4: 3,363 shares; 2025Q1: 3,309 shares; 2025Q2: 2,914 shares; 2025Q3: 2,876 shares; 2025Q4: 2,385 shares; 2026Q1: 1,382 shares 1,382 $251K 0.06% -1,003 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 loaded; 2024Q4: 5,107 shares; 2025Q1: 5,107 shares; 2025Q2: 5,107 shares; 2025Q3: 5,107 shares; 2025Q4: 5,107 shares; 2026Q1: 1,850 shares 1,850 $246K 0.06% -3,257 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,475 shares; 2025Q3: 4,458 shares; 2025Q4: 4,508 shares; 2026Q1: 4,540 shares 4,540 $246K 0.06% +32 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $244K 0.06% new 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: not loaded; 2024Q4: 4,236 shares; 2025Q1: 4,716 shares; 2025Q2: 4,294 shares; 2025Q3: 4,040 shares; 2025Q4: 3,971 shares; 2026Q1: 3,129 shares 3,129 $243K 0.06% -842 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: not loaded; 2024Q4: 776 shares; 2025Q1: 702 shares; 2025Q2: 788 shares; 2025Q3: 805 shares; 2025Q4: 855 shares; 2026Q1: 766 shares 766 $232K 0.06% -89 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 662 shares; 2026Q1: 682 shares 682 $230K 0.06% +20 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,952 shares 4,952 $228K 0.05% new 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: not loaded; 2024Q4: 4,100 shares; 2025Q1: 3,600 shares; 2025Q2: 3,500 shares; 2025Q3: 3,100 shares; 2025Q4: 3,100 shares; 2026Q1: 3,100 shares 3,100 $226K 0.05% 0 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: not loaded; 2024Q4: 975 shares; 2025Q1: 943 shares; 2025Q2: 973 shares; 2025Q3: 787 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $225K 0.05% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,255 shares; 2025Q1: 2,257 shares; 2025Q2: 2,338 shares; 2025Q3: 2,265 shares; 2025Q4: 2,266 shares; 2026Q1: 2,264 shares 2,264 $219K 0.05% -2 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,076 shares; 2025Q1: 626 shares; 2025Q2: 626 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 468 shares 468 $217K 0.05% -98 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,893 shares; 2025Q1: 914 shares; 2025Q2: 909 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 381 shares 381 $215K 0.05% new 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: not loaded; 2024Q4: 5,043 shares; 2025Q1: 4,846 shares; 2025Q2: 2,985 shares; 2025Q3: 3,084 shares; 2025Q4: 3,152 shares; 2026Q1: 2,204 shares 2,204 $209K 0.05% -948 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,399 shares; 2025Q1: 15,833 shares; 2025Q2: 11,845 shares; 2025Q3: 2,589 shares; 2025Q4: 1,883 shares; 2026Q1: 1,425 shares 1,425 $208K 0.05% -458 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 765 shares; 2025Q3: 766 shares; 2025Q4: 757 shares; 2026Q1: 762 shares 762 $203K 0.05% +5 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares 1,022 $202K 0.05% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,263 shares 4,263 $200K 0.05% new Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,072 shares; 2026Q1: 8,379 shares 8,379 $200K 0.05% -693 Timeline WTI W & T OFFSHORE INC More: the full row for W & T OFFSHORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $40.9K 0.01% 0 Timeline