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: 22,654 shares; 2024Q4: 28,931 shares; 2025Q1: 28,957 shares; 2025Q2: 30,756 shares; 2025Q3: 25,175 shares; 2025Q4: 26,522 shares; 2026Q1: 28,294 shares 28,294 $16.9M 4.04% +1,772 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: 20,636 shares; 2024Q4: 22,402 shares; 2025Q1: 22,908 shares; 2025Q2: 21,608 shares; 2025Q3: 22,505 shares; 2025Q4: 22,478 shares; 2026Q1: 22,244 shares 22,244 $12.8M 3.07% -234 Timeline BBUS 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: 115,839 shares; 2024Q4: 117,308 shares; 2025Q1: 105,715 shares; 2025Q2: 104,893 shares; 2025Q3: 95,929 shares; 2025Q4: 97,430 shares; 2026Q1: 102,439 shares 102,439 $12M 2.87% +5,009 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: 34,896 shares; 2024Q4: 44,614 shares; 2025Q1: 55,684 shares; 2025Q2: 44,348 shares; 2025Q3: 40,351 shares; 2025Q4: 65,965 shares; 2026Q1: 64,939 shares 64,939 $11.3M 2.71% -1,026 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: 13,980 shares; 2024Q4: 16,244 shares; 2025Q1: 16,311 shares; 2025Q2: 18,726 shares; 2025Q3: 18,663 shares; 2025Q4: 29,449 shares; 2026Q1: 38,273 shares 38,273 $11M 2.63% +8,824 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: 36,539 shares; 2024Q4: 38,033 shares; 2025Q1: 41,497 shares; 2025Q2: 42,170 shares; 2025Q3: 37,757 shares; 2025Q4: 40,194 shares; 2026Q1: 44,306 shares 44,306 $8.69M 2.08% +4,112 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: 23,624 shares; 2024Q4: 17,297 shares; 2025Q1: 16,435 shares; 2025Q2: 18,383 shares; 2025Q3: 16,717 shares; 2025Q4: 20,559 shares; 2026Q1: 20,083 shares 20,083 $7.44M 1.78% -476 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: 5,029 shares; 2024Q4: 6,717 shares; 2025Q1: 12,122 shares; 2025Q2: 16,372 shares; 2025Q3: 22,546 shares; 2025Q4: 22,800 shares; 2026Q1: 22,831 shares 22,831 $7.07M 1.69% +31 Timeline MGC 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: 44,415 shares; 2024Q4: 40,901 shares; 2025Q1: 35,338 shares; 2025Q2: 33,880 shares; 2025Q3: 31,766 shares; 2025Q4: 32,841 shares; 2026Q1: 29,405 shares 29,405 $6.95M 1.66% -3,436 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: 22,028 shares; 2024Q4: 27,054 shares; 2025Q1: 28,298 shares; 2025Q2: 24,371 shares; 2025Q3: 19,249 shares; 2025Q4: 26,321 shares; 2026Q1: 26,786 shares 26,786 $6.8M 1.63% +465 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: 12,975 shares; 2024Q4: 13,533 shares; 2025Q1: 12,068 shares; 2025Q2: 12,597 shares; 2025Q3: 10,629 shares; 2025Q4: 10,676 shares; 2026Q1: 10,348 shares 10,348 $6.73M 1.61% -328 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: 43,621 shares; 2024Q4: 37,351 shares; 2025Q1: 32,983 shares; 2025Q2: 35,571 shares; 2025Q3: 28,475 shares; 2025Q4: 57,908 shares; 2026Q1: 48,947 shares 48,947 $6.51M 1.56% -8,961 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: 6,816 shares; 2024Q4: 7,113 shares; 2025Q1: 7,868 shares; 2025Q2: 8,105 shares; 2025Q3: 7,365 shares; 2025Q4: 7,338 shares; 2026Q1: 24,372 shares 24,372 $5.96M 1.43% +17,034 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,585 shares; 2024Q4: 253,504 shares; 2025Q1: 214,539 shares; 2025Q2: 206,431 shares; 2025Q3: 191,380 shares; 2025Q4: 190,559 shares; 2026Q1: 174,554 shares 174,554 $5.32M 1.27% -16,005 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: 32,938 shares; 2024Q4: 116,428 shares; 2025Q1: 131,452 shares; 2025Q2: 124,760 shares; 2025Q3: 115,607 shares; 2025Q4: 117,639 shares; 2026Q1: 156,724 shares 156,724 $4.81M 1.15% +39,085 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: 11,867 shares; 2024Q4: 14,992 shares; 2025Q1: 25,162 shares; 2025Q2: 25,831 shares; 2025Q3: 35,098 shares; 2025Q4: 39,548 shares; 2026Q1: 36,323 shares 36,323 $4.51M 1.08% -3,225 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: 588 shares; 2024Q4: 701 shares; 2025Q1: 758 shares; 2025Q2: 817 shares; 2025Q3: 679 shares; 2025Q4: 813 shares; 2026Q1: 5,906 shares 5,906 $4.19M 1% +5,093 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 8,764 shares; 2025Q1: 7,537 shares; 2025Q2: 9,235 shares; 2025Q3: 9,225 shares; 2025Q4: 10,209 shares; 2026Q1: 17,461 shares 17,461 $4.15M 0.99% +7,252 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,016 shares; 2024Q4: 1,262 shares; 2025Q1: 2,059 shares; 2025Q2: 2,390 shares; 2025Q3: 3,154 shares; 2025Q4: 36,750 shares; 2026Q1: 40,745 shares 40,745 $3.92M 0.94% +3,995 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: 1,738 shares; 2025Q3: 1,637 shares; 2025Q4: 9,361 shares; 2026Q1: 11,457 shares 11,457 $3.87M 0.93% +2,096 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: 8,935 shares; 2024Q4: 10,208 shares; 2025Q1: 15,470 shares; 2025Q2: 13,509 shares; 2025Q3: 13,449 shares; 2025Q4: 16,935 shares; 2026Q1: 18,136 shares 18,136 $3.78M 0.9% +1,201 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,269 shares; 2026Q1: 8,950 shares 8,950 $3.51M 0.84% +1,681 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: 34,967 shares; 2024Q4: 45,205 shares; 2025Q1: 72,705 shares; 2025Q2: 66,948 shares; 2025Q3: 22,224 shares; 2025Q4: 22,478 shares; 2026Q1: 34,686 shares 34,686 $3.4M 0.81% +12,208 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,853 shares; 2026Q1: 12,455 shares 12,455 $3.37M 0.81% +2,602 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: 11,715 shares; 2024Q4: 12,361 shares; 2025Q1: 12,936 shares; 2025Q2: 10,405 shares; 2025Q3: 10,416 shares; 2025Q4: 20,053 shares; 2026Q1: 54,974 shares 54,974 $3.37M 0.81% +34,921 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,114 shares; 2025Q2: 9,633 shares; 2025Q3: 17,105 shares; 2025Q4: 27,284 shares; 2026Q1: 29,242 shares 29,242 $3.28M 0.78% +1,958 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,922 shares; 2024Q4: 17,846 shares; 2025Q1: 16,516 shares; 2025Q2: 15,303 shares; 2025Q3: 13,438 shares; 2025Q4: 12,923 shares; 2026Q1: 13,131 shares 13,131 $3.27M 0.78% +208 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,989 shares; 2025Q4: 12,560 shares; 2026Q1: 15,203 shares 15,203 $3.21M 0.77% +2,643 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: 2,096 shares; 2024Q4: 2,422 shares; 2025Q1: 6,263 shares; 2025Q2: 6,750 shares; 2025Q3: 6,727 shares; 2025Q4: 7,303 shares; 2026Q1: 7,251 shares 7,251 $3.12M 0.75% -52 Timeline LBRT LIBERTY ENERGY INC More: the full row for LIBERTY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,793 shares; 2025Q4: 106,793 shares; 2026Q1: 106,820 shares 106,820 $3.08M 0.74% +27 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: 1,275 shares; 2024Q4: 3,266 shares; 2025Q1: 5,524 shares; 2025Q2: 4,074 shares; 2025Q3: 13,257 shares; 2025Q4: 16,703 shares; 2026Q1: 20,903 shares 20,903 $3.08M 0.74% +4,200 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: 52,834 shares; 2024Q4: 69,742 shares; 2025Q1: 117,929 shares; 2025Q2: 94,485 shares; 2025Q3: 37,717 shares; 2025Q4: 42,577 shares; 2026Q1: 53,282 shares 53,282 $3.01M 0.72% +10,705 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,468 shares; 2025Q4: 21,506 shares; 2026Q1: 27,815 shares 27,815 $3.01M 0.72% +6,309 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,442 shares; 2026Q1: 4,175 shares 4,175 $2.93M 0.7% -1,267 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: 4,486 shares; 2024Q4: 3,485 shares; 2025Q1: 3,999 shares; 2025Q2: 4,366 shares; 2025Q3: 6,488 shares; 2025Q4: 7,263 shares; 2026Q1: 7,528 shares 7,528 $2.89M 0.69% +265 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,686 shares; 2025Q1: 4,157 shares; 2025Q2: 4,893 shares; 2025Q3: 3,702 shares; 2025Q4: 11,376 shares; 2026Q1: 13,331 shares 13,331 $2.85M 0.68% +1,955 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: 4,279 shares; 2024Q4: 4,675 shares; 2025Q1: 4,374 shares; 2025Q2: 5,079 shares; 2025Q3: 8,159 shares; 2025Q4: 8,315 shares; 2026Q1: 4,967 shares 4,967 $2.84M 0.68% -3,348 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,446 shares; 2024Q4: 6,318 shares; 2025Q1: 9,606 shares; 2025Q2: 10,098 shares; 2025Q3: 12,854 shares; 2025Q4: 16,207 shares; 2026Q1: 19,485 shares 19,485 $2.82M 0.68% +3,278 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: 611 shares; 2024Q4: 863 shares; 2025Q1: 1,577 shares; 2025Q2: 1,754 shares; 2025Q3: 2,324 shares; 2025Q4: 2,724 shares; 2026Q1: 3,308 shares 3,308 $2.8M 0.67% +584 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,323 shares 4,323 $2.75M 0.66% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,872 shares; 2024Q4: 5,505 shares; 2025Q1: 5,855 shares; 2025Q2: 5,324 shares; 2025Q3: 3,018 shares; 2025Q4: 3,370 shares; 2026Q1: 21,222 shares 21,222 $2.68M 0.64% +17,852 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,810 shares; 2025Q4: 14,986 shares; 2026Q1: 18,571 shares 18,571 $2.62M 0.63% +3,585 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,478 shares; 2026Q1: 6,749 shares 6,749 $2.62M 0.63% +1,271 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: 1,394 shares; 2024Q4: not reported; 2025Q1: 2,479 shares; 2025Q2: 2,704 shares; 2025Q3: 2,651 shares; 2025Q4: 10,155 shares; 2026Q1: 12,477 shares 12,477 $2.54M 0.61% +2,322 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,683 shares; 2025Q4: 33,029 shares; 2026Q1: 25,231 shares 25,231 $2.46M 0.59% -7,798 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 reported; 2024Q4: not reported; 2025Q1: 4,998 shares; 2025Q2: 7,463 shares; 2025Q3: 7,179 shares; 2025Q4: 10,191 shares; 2026Q1: 27,748 shares 27,748 $2.45M 0.59% +17,557 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,486 shares 29,486 $2.41M 0.58% new Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 15,557 shares; 2025Q3: 25,285 shares; 2025Q4: 31,812 shares; 2026Q1: 37,429 shares 37,429 $2.4M 0.58% +5,617 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: 9,448 shares; 2024Q4: 11,478 shares; 2025Q1: 9,900 shares; 2025Q2: 18,465 shares; 2025Q3: 23,582 shares; 2025Q4: 45,835 shares; 2026Q1: 50,533 shares 50,533 $2.32M 0.55% +4,698 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: 10,859 shares; 2025Q1: 28,302 shares; 2025Q2: 23,828 shares; 2025Q3: 27,928 shares; 2025Q4: 43,059 shares; 2026Q1: 33,782 shares 33,782 $2.3M 0.55% -9,277 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,136 shares; 2026Q1: 16,744 shares 16,744 $2.27M 0.54% +3,608 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 2,379 shares; 2025Q1: 4,821 shares; 2025Q2: 5,791 shares; 2025Q3: 7,758 shares; 2025Q4: 9,306 shares; 2026Q1: 11,473 shares 11,473 $2.21M 0.53% +2,167 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,364 shares; 2025Q3: 32,846 shares; 2025Q4: 39,870 shares; 2026Q1: 47,416 shares 47,416 $2.21M 0.53% +7,546 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 2,248 shares; 2025Q3: 3,091 shares; 2025Q4: 3,833 shares; 2026Q1: 4,548 shares 4,548 $2.17M 0.52% +715 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: 5,190 shares; 2024Q4: 5,282 shares; 2025Q1: 5,367 shares; 2025Q2: 10,635 shares; 2025Q3: 4,929 shares; 2025Q4: 5,625 shares; 2026Q1: 5,781 shares 5,781 $2.15M 0.51% +156 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,679 shares; 2025Q2: 14,471 shares; 2025Q3: 20,900 shares; 2025Q4: 25,564 shares; 2026Q1: 31,188 shares 31,188 $2.09M 0.5% +5,624 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,457 shares; 2025Q3: 14,993 shares; 2025Q4: 18,194 shares; 2026Q1: 21,832 shares 21,832 $2.05M 0.49% +3,638 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: 3,493 shares; 2025Q2: 4,168 shares; 2025Q3: 5,955 shares; 2025Q4: 7,306 shares; 2026Q1: 8,793 shares 8,793 $2.03M 0.48% +1,487 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: 6,265 shares; 2024Q4: 6,071 shares; 2025Q1: 9,863 shares; 2025Q2: 11,103 shares; 2025Q3: 13,682 shares; 2025Q4: 16,437 shares; 2026Q1: 6,834 shares 6,834 $2.01M 0.48% -9,603 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,260 shares; 2024Q4: 41,802 shares; 2025Q1: 36,348 shares; 2025Q2: 31,227 shares; 2025Q3: 24,117 shares; 2025Q4: 25,954 shares; 2026Q1: 32,955 shares 32,955 $1.99M 0.48% +7,001 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS 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: 25,886 shares 25,886 $1.94M 0.47% new Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,079 shares 11,079 $1.92M 0.46% new 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: 4,583 shares; 2024Q4: 5,024 shares; 2025Q1: 5,330 shares; 2025Q2: 5,399 shares; 2025Q3: 9,607 shares; 2025Q4: 8,254 shares; 2026Q1: 9,090 shares 9,090 $1.88M 0.45% +836 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,518 shares; 2026Q1: 67,185 shares 67,185 $1.88M 0.45% +12,667 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,839 shares 10,839 $1.86M 0.45% 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: 4,224 shares; 2024Q4: 4,932 shares; 2025Q1: 8,113 shares; 2025Q2: 8,425 shares; 2025Q3: 3,831 shares; 2025Q4: 3,661 shares; 2026Q1: 3,817 shares 3,817 $1.83M 0.44% +156 Timeline INDV INDIVIOR PHARMACEUTICALS INC More: the full row for INDIVIOR PHARMACEUTICALS 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: 58,687 shares 58,687 $1.79M 0.43% new 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: 3,281 shares; 2024Q4: 3,256 shares; 2025Q1: 3,411 shares; 2025Q2: 3,393 shares; 2025Q3: 4,660 shares; 2025Q4: 5,065 shares; 2026Q1: 5,567 shares 5,567 $1.79M 0.43% +502 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: 1,098 shares; 2024Q4: 1,427 shares; 2025Q1: 2,848 shares; 2025Q2: 3,233 shares; 2025Q3: 4,641 shares; 2025Q4: 5,442 shares; 2026Q1: 6,260 shares 6,260 $1.78M 0.43% +818 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: 11,422 shares; 2026Q1: 12,984 shares 12,984 $1.77M 0.42% +1,562 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: 15,609 shares; 2024Q4: 17,649 shares; 2025Q1: 28,168 shares; 2025Q2: 30,411 shares; 2025Q3: 24,664 shares; 2025Q4: 28,801 shares; 2026Q1: 34,751 shares 34,751 $1.69M 0.41% +5,950 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is 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: 89,598 shares 89,598 $1.67M 0.4% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 5,371 shares; 2026Q1: 6,584 shares 6,584 $1.64M 0.39% +1,213 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: 4,470 shares; 2024Q4: 5,051 shares; 2025Q1: 4,295 shares; 2025Q2: 5,078 shares; 2025Q3: 4,774 shares; 2025Q4: 5,488 shares; 2026Q1: 5,278 shares 5,278 $1.6M 0.38% -210 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,382 shares; 2025Q1: 6,200 shares; 2025Q2: 5,441 shares; 2025Q3: 7,767 shares; 2025Q4: 9,681 shares; 2026Q1: 10,520 shares 10,520 $1.58M 0.38% +839 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: 2,711 shares; 2024Q4: 3,115 shares; 2025Q1: 3,346 shares; 2025Q2: 3,917 shares; 2025Q3: 1,905 shares; 2025Q4: 2,771 shares; 2026Q1: 5,511 shares 5,511 $1.58M 0.38% +2,740 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: 990 shares; 2024Q4: 1,235 shares; 2025Q1: 2,501 shares; 2025Q2: 2,914 shares; 2025Q3: 3,641 shares; 2025Q4: 4,452 shares; 2026Q1: 5,208 shares 5,208 $1.58M 0.38% +756 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,216 shares; 2025Q4: 18,746 shares; 2026Q1: 22,208 shares 22,208 $1.57M 0.37% +3,462 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: 9,895 shares; 2024Q4: 9,277 shares; 2025Q1: 10,105 shares; 2025Q2: 10,028 shares; 2025Q3: 8,437 shares; 2025Q4: 8,773 shares; 2026Q1: 9,186 shares 9,186 $1.56M 0.37% +413 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,058 shares 4,058 $1.54M 0.37% new 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: 4,356 shares; 2024Q4: 4,763 shares; 2025Q1: 4,467 shares; 2025Q2: 5,253 shares; 2025Q3: 4,782 shares; 2025Q4: 4,084 shares; 2026Q1: 4,437 shares 4,437 $1.52M 0.36% +353 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,741 shares; 2024Q4: 4,829 shares; 2025Q1: 4,505 shares; 2025Q2: 4,582 shares; 2025Q3: 4,368 shares; 2025Q4: 4,249 shares; 2026Q1: 4,470 shares 4,470 $1.47M 0.35% +221 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,834 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,358 shares 14,358 $1.45M 0.35% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,254 shares; 2024Q4: 8,998 shares; 2025Q1: 7,171 shares; 2025Q2: 6,899 shares; 2025Q3: 6,247 shares; 2025Q4: 6,303 shares; 2026Q1: 6,717 shares 6,717 $1.4M 0.33% +414 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,091 shares; 2025Q2: 3,927 shares; 2025Q3: 5,357 shares; 2025Q4: 6,443 shares; 2026Q1: 7,524 shares 7,524 $1.39M 0.33% +1,081 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: 758 shares; 2024Q4: 1,337 shares; 2025Q1: 876 shares; 2025Q2: 909 shares; 2025Q3: 726 shares; 2025Q4: 1,389 shares; 2026Q1: 1,494 shares 1,494 $1.38M 0.33% +105 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,969 shares; 2024Q4: 5,731 shares; 2025Q1: 9,456 shares; 2025Q2: 11,980 shares; 2025Q3: 9,992 shares; 2025Q4: 8,120 shares; 2026Q1: 16,620 shares 16,620 $1.36M 0.33% +8,500 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,985 shares; 2025Q1: 3,450 shares; 2025Q2: 4,507 shares; 2025Q3: 4,883 shares; 2025Q4: 4,223 shares; 2026Q1: 3,684 shares 3,684 $1.35M 0.32% -539 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,117 shares; 2025Q1: 2,132 shares; 2025Q2: 2,224 shares; 2025Q3: 1,121 shares; 2025Q4: 1,278 shares; 2026Q1: 1,358 shares 1,358 $1.35M 0.32% +80 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,503 shares; 2024Q4: 5,797 shares; 2025Q1: 14,039 shares; 2025Q2: 14,120 shares; 2025Q3: 11,735 shares; 2025Q4: 14,097 shares; 2026Q1: 16,814 shares 16,814 $1.34M 0.32% +2,717 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,739 shares; 2025Q2: 12,471 shares; 2025Q3: 17,423 shares; 2025Q4: 21,557 shares; 2026Q1: 25,011 shares 25,011 $1.34M 0.32% +3,454 Timeline JQUA 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: 22,017 shares; 2024Q4: 28,924 shares; 2025Q1: 50,130 shares; 2025Q2: 38,127 shares; 2025Q3: 16,606 shares; 2025Q4: 16,767 shares; 2026Q1: 20,919 shares 20,919 $1.28M 0.31% +4,152 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,909 shares; 2025Q2: 1,455 shares; 2025Q3: 2,074 shares; 2025Q4: 2,529 shares; 2026Q1: 3,012 shares 3,012 $1.23M 0.29% +483 Timeline VSAT VIASAT INC More: the full row for VIASAT 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: 20,156 shares; 2026Q1: 25,715 shares 25,715 $1.18M 0.28% +5,559 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: 3,491 shares; 2024Q4: 4,278 shares; 2025Q1: 3,021 shares; 2025Q2: 3,317 shares; 2025Q3: 4,205 shares; 2025Q4: 4,106 shares; 2026Q1: 7,094 shares 7,094 $1.18M 0.28% +2,988 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,091 shares; 2025Q2: 6,399 shares; 2025Q3: 6,613 shares; 2025Q4: 9,447 shares; 2026Q1: 12,531 shares 12,531 $1.16M 0.28% +3,084 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,092 shares; 2025Q4: 4,586 shares; 2026Q1: 5,611 shares 5,611 $1.16M 0.28% +1,025 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT 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: 14,827 shares; 2025Q4: 19,542 shares; 2026Q1: 24,277 shares 24,277 $1.15M 0.27% +4,735 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,817 shares; 2024Q4: 23,724 shares; 2025Q1: 36,050 shares; 2025Q2: 22,126 shares; 2025Q3: 11,884 shares; 2025Q4: 11,720 shares; 2026Q1: 13,024 shares 13,024 $1.14M 0.27% +1,304 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: 7,717 shares; 2024Q4: 6,411 shares; 2025Q1: 10,979 shares; 2025Q2: 17,183 shares; 2025Q3: 17,592 shares; 2025Q4: 16,773 shares; 2026Q1: 10,300 shares 10,300 $1.14M 0.27% -6,473 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 32,057 shares 32,057 $1.13M 0.27% new 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: 2,294 shares; 2024Q4: 2,574 shares; 2025Q1: 2,507 shares; 2025Q2: 2,535 shares; 2025Q3: 4,042 shares; 2025Q4: 3,414 shares; 2026Q1: 2,578 shares 2,578 $1.13M 0.27% -836 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,349 shares; 2026Q1: 19,498 shares 19,498 $1.08M 0.26% +15,149 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 5,681 shares; 2025Q4: 7,050 shares; 2026Q1: 7,156 shares 7,156 $1.07M 0.26% +106 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,224 shares; 2025Q2: 2,721 shares; 2025Q3: 3,984 shares; 2025Q4: 4,570 shares; 2026Q1: 5,357 shares 5,357 $1.06M 0.25% +787 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,292 shares; 2025Q1: 10,870 shares; 2025Q2: 13,180 shares; 2025Q3: 19,807 shares; 2025Q4: 24,610 shares; 2026Q1: 7,220 shares 7,220 $1.06M 0.25% -17,390 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: 1,162 shares; 2025Q3: 1,963 shares; 2025Q4: 2,912 shares; 2026Q1: 1,201 shares 1,201 $1.05M 0.25% -1,711 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,246 shares; 2025Q4: 12,688 shares; 2026Q1: 14,767 shares 14,767 $1.02M 0.24% +2,079 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,169 shares; 2024Q4: 2,326 shares; 2025Q1: 2,321 shares; 2025Q2: 2,934 shares; 2025Q3: 2,411 shares; 2025Q4: 2,145 shares; 2026Q1: 2,042 shares 2,042 $1.02M 0.24% -103 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 1,204 shares; 2025Q1: 1,329 shares; 2025Q2: 1,317 shares; 2025Q3: 1,260 shares; 2025Q4: 1,252 shares; 2026Q1: 1,504 shares 1,504 $983K 0.24% +252 Timeline TPC TUTOR PERINI CORP More: the full row for TUTOR PERINI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,914 shares; 2026Q1: 12,397 shares 12,397 $957K 0.23% +2,483 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: 2,249 shares; 2024Q4: 2,315 shares; 2025Q1: 2,475 shares; 2025Q2: 2,943 shares; 2025Q3: 2,858 shares; 2025Q4: 4,268 shares; 2026Q1: 4,897 shares 4,897 $940K 0.22% +629 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: 27,367 shares; 2024Q4: 26,084 shares; 2025Q1: 17,587 shares; 2025Q2: 13,764 shares; 2025Q3: 14,078 shares; 2025Q4: 19,193 shares; 2026Q1: 16,789 shares 16,789 $932K 0.22% -2,404 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,488 shares; 2025Q1: 3,585 shares; 2025Q2: 3,061 shares; 2025Q3: 2,900 shares; 2025Q4: 2,910 shares; 2026Q1: 3,225 shares 3,225 $926K 0.22% +315 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: 2,463 shares; 2024Q4: 2,348 shares; 2025Q1: 3,860 shares; 2025Q2: 4,047 shares; 2025Q3: 4,252 shares; 2025Q4: 4,861 shares; 2026Q1: 5,786 shares 5,786 $899K 0.22% +925 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,701 shares; 2025Q1: 670 shares; 2025Q2: 1,070 shares; 2025Q3: 3,046 shares; 2025Q4: 2,737 shares; 2026Q1: 2,202 shares 2,202 $898K 0.21% -535 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,053 shares; 2024Q4: 13,323 shares; 2025Q1: 21,763 shares; 2025Q2: 17,561 shares; 2025Q3: 6,425 shares; 2025Q4: 6,425 shares; 2026Q1: 9,252 shares 9,252 $888K 0.21% +2,827 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: 3,298 shares; 2025Q1: 14,805 shares; 2025Q2: not reported; 2025Q3: 3,673 shares; 2025Q4: 5,063 shares; 2026Q1: 11,939 shares 11,939 $879K 0.21% +6,876 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,205 shares; 2025Q1: 11,905 shares; 2025Q2: 12,879 shares; 2025Q3: 15,316 shares; 2025Q4: 33,153 shares; 2026Q1: 29,868 shares 29,868 $870K 0.21% -3,285 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,426 shares; 2025Q4: 1,664 shares; 2026Q1: 3,374 shares 3,374 $857K 0.2% +1,710 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: 8,841 shares; 2024Q4: 5,939 shares; 2025Q1: 8,312 shares; 2025Q2: 7,453 shares; 2025Q3: 4,727 shares; 2025Q4: 5,914 shares; 2026Q1: 5,815 shares 5,815 $853K 0.2% -99 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,849 shares 2,849 $845K 0.2% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,957 shares; 2024Q4: 12,297 shares; 2025Q1: 20,460 shares; 2025Q2: 17,057 shares; 2025Q3: 6,525 shares; 2025Q4: 6,119 shares; 2026Q1: 8,913 shares 8,913 $843K 0.2% +2,794 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: 572 shares; 2024Q4: 665 shares; 2025Q1: 564 shares; 2025Q2: 644 shares; 2025Q3: 550 shares; 2025Q4: 604 shares; 2026Q1: 562 shares 562 $830K 0.2% -42 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,369 shares; 2024Q4: 12,244 shares; 2025Q1: 20,345 shares; 2025Q2: 16,517 shares; 2025Q3: 5,868 shares; 2025Q4: 5,878 shares; 2026Q1: 8,510 shares 8,510 $822K 0.2% +2,632 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: 3,246 shares; 2024Q4: 6,537 shares; 2025Q1: 8,234 shares; 2025Q2: 8,812 shares; 2025Q3: 6,141 shares; 2025Q4: 7,367 shares; 2026Q1: 8,932 shares 8,932 $819K 0.2% +1,565 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,402 shares; 2024Q4: 14,325 shares; 2025Q1: 23,576 shares; 2025Q2: 17,300 shares; 2025Q3: 7,407 shares; 2025Q4: 7,364 shares; 2026Q1: 9,557 shares 9,557 $814K 0.19% +2,193 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: 5,746 shares; 2024Q4: 3,857 shares; 2025Q1: 2,768 shares; 2025Q2: 4,650 shares; 2025Q3: 6,006 shares; 2025Q4: 3,524 shares; 2026Q1: 4,849 shares 4,849 $784K 0.19% +1,325 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: 2,089 shares; 2024Q4: 2,890 shares; 2025Q1: 4,550 shares; 2025Q2: 5,236 shares; 2025Q3: 4,732 shares; 2025Q4: 4,962 shares; 2026Q1: 5,378 shares 5,378 $777K 0.19% +416 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,911 shares; 2024Q4: 5,032 shares; 2025Q1: 5,330 shares; 2025Q2: 5,190 shares; 2025Q3: 4,829 shares; 2025Q4: 4,868 shares; 2026Q1: 3,993 shares 3,993 $775K 0.19% -875 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,545 shares; 2026Q1: 13,290 shares 13,290 $755K 0.18% +3,745 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,376 shares; 2025Q4: 11,502 shares; 2026Q1: 13,130 shares 13,130 $743K 0.18% +1,628 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: not reported; 2025Q4: not reported; 2026Q1: 12,811 shares 12,811 $742K 0.18% new Timeline XLG 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: 6,261 shares; 2024Q4: 10,819 shares; 2025Q1: 10,636 shares; 2025Q2: 21,298 shares; 2025Q3: 23,804 shares; 2025Q4: 21,784 shares; 2026Q1: 13,594 shares 13,594 $742K 0.18% -8,190 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: 5,344 shares; 2024Q4: 7,563 shares; 2025Q1: 8,396 shares; 2025Q2: 9,107 shares; 2025Q3: 8,180 shares; 2025Q4: 9,516 shares; 2026Q1: 9,608 shares 9,608 $731K 0.17% +92 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,347 shares; 2025Q2: 6,301 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,390 shares 9,390 $724K 0.17% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 787 shares; 2025Q4: 714 shares; 2026Q1: 2,161 shares 2,161 $710K 0.17% +1,447 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: 2,532 shares; 2024Q4: 2,814 shares; 2025Q1: 2,936 shares; 2025Q2: 2,830 shares; 2025Q3: 2,458 shares; 2025Q4: 2,597 shares; 2026Q1: 3,136 shares 3,136 $709K 0.17% +539 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: 2,000 shares; 2024Q4: 2,971 shares; 2025Q1: 2,773 shares; 2025Q2: 3,046 shares; 2025Q3: 2,165 shares; 2025Q4: 2,838 shares; 2026Q1: 2,985 shares 2,985 $649K 0.16% +147 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,791 shares; 2025Q4: 25,160 shares; 2026Q1: 26,740 shares 26,740 $649K 0.16% +1,580 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 3,469 shares; 2025Q1: 5,816 shares; 2025Q2: 4,044 shares; 2025Q3: 6,825 shares; 2025Q4: 6,478 shares; 2026Q1: 4,379 shares 4,379 $649K 0.16% -2,099 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,455 shares; 2025Q2: not reported; 2025Q3: 7,353 shares; 2025Q4: 8,272 shares; 2026Q1: 15,937 shares 15,937 $641K 0.15% +7,665 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,304 shares; 2025Q3: 1,609 shares; 2025Q4: 1,584 shares; 2026Q1: 1,877 shares 1,877 $634K 0.15% +293 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: 760 shares; 2025Q1: 2,606 shares; 2025Q2: 3,671 shares; 2025Q3: 4,235 shares; 2025Q4: 5,130 shares; 2026Q1: 1,580 shares 1,580 $629K 0.15% -3,550 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,165 shares; 2025Q4: 6,957 shares; 2026Q1: 8,294 shares 8,294 $624K 0.15% +1,337 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,992 shares; 2024Q4: 2,572 shares; 2025Q1: 2,295 shares; 2025Q2: 2,150 shares; 2025Q3: 1,945 shares; 2025Q4: 1,850 shares; 2026Q1: 2,257 shares 2,257 $611K 0.15% +407 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: 4,546 shares; 2024Q4: 7,014 shares; 2025Q1: 12,091 shares; 2025Q2: 13,839 shares; 2025Q3: 12,679 shares; 2025Q4: 13,625 shares; 2026Q1: 10,715 shares 10,715 $607K 0.15% -2,910 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: 942 shares; 2024Q4: 1,972 shares; 2025Q1: 1,722 shares; 2025Q2: 1,978 shares; 2025Q3: 1,419 shares; 2025Q4: 3,303 shares; 2026Q1: 3,216 shares 3,216 $600K 0.14% -87 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,008 shares; 2025Q2: not reported; 2025Q3: 7,290 shares; 2025Q4: 8,842 shares; 2026Q1: 13,624 shares 13,624 $580K 0.14% +4,782 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,108 shares 6,108 $576K 0.14% new 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: 1,005 shares; 2024Q4: 1,497 shares; 2025Q1: 1,576 shares; 2025Q2: 1,984 shares; 2025Q3: 1,738 shares; 2025Q4: 1,821 shares; 2026Q1: 1,853 shares 1,853 $575K 0.14% +32 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,114 shares 8,114 $575K 0.14% 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: 4,695 shares; 2024Q4: 6,328 shares; 2025Q1: 7,206 shares; 2025Q2: 7,814 shares; 2025Q3: 7,398 shares; 2025Q4: 7,319 shares; 2026Q1: 7,332 shares 7,332 $569K 0.14% +13 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: 22,144 shares; 2024Q4: 23,069 shares; 2025Q1: 22,831 shares; 2025Q2: 25,774 shares; 2025Q3: 22,385 shares; 2025Q4: 22,634 shares; 2026Q1: 11,431 shares 11,431 $564K 0.13% -11,203 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,369 shares; 2026Q1: 35,435 shares 35,435 $563K 0.13% +7,066 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: 1,672 shares; 2025Q4: 2,206 shares; 2026Q1: 4,220 shares 4,220 $562K 0.13% +2,014 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: 2,262 shares; 2024Q4: 3,317 shares; 2025Q1: 2,846 shares; 2025Q2: 3,635 shares; 2025Q3: 3,533 shares; 2025Q4: 4,979 shares; 2026Q1: 5,747 shares 5,747 $554K 0.13% +768 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: 1,404 shares; 2024Q4: 881 shares; 2025Q1: 883 shares; 2025Q2: 829 shares; 2025Q3: 766 shares; 2025Q4: 824 shares; 2026Q1: 1,027 shares 1,027 $553K 0.13% +203 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,453 shares; 2024Q4: 2,769 shares; 2025Q1: 3,147 shares; 2025Q2: 3,129 shares; 2025Q3: 2,807 shares; 2025Q4: 2,975 shares; 2026Q1: 3,088 shares 3,088 $536K 0.13% +113 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: 2,511 shares; 2024Q4: 4,212 shares; 2025Q1: 2,472 shares; 2025Q2: 1,810 shares; 2025Q3: 1,823 shares; 2025Q4: 1,770 shares; 2026Q1: 2,046 shares 2,046 $536K 0.13% +276 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,075 shares; 2026Q1: 3,076 shares 3,076 $534K 0.13% +1,001 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: 2,656 shares; 2024Q4: 2,360 shares; 2025Q1: 2,416 shares; 2025Q2: 2,287 shares; 2025Q3: 1,931 shares; 2025Q4: 1,974 shares; 2026Q1: 2,461 shares 2,461 $528K 0.13% +487 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,847 shares 2,847 $518K 0.12% new 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: 1,769 shares; 2024Q4: 2,106 shares; 2025Q1: 2,651 shares; 2025Q2: 2,903 shares; 2025Q3: 2,336 shares; 2025Q4: 1,991 shares; 2026Q1: 2,686 shares 2,686 $516K 0.12% +695 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM 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: 32,982 shares; 2025Q3: 61,989 shares; 2025Q4: 30,777 shares; 2026Q1: 35,704 shares 35,704 $515K 0.12% +4,927 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: 2,121 shares; 2024Q4: 2,529 shares; 2025Q1: 3,802 shares; 2025Q2: 2,448 shares; 2025Q3: 2,743 shares; 2025Q4: 2,722 shares; 2026Q1: 2,836 shares 2,836 $510K 0.12% +114 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 6,356 shares; 2025Q1: 2,646 shares; 2025Q2: 4,956 shares; 2025Q3: 5,783 shares; 2025Q4: 4,631 shares; 2026Q1: 5,859 shares 5,859 $508K 0.12% +1,228 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: 11,426 shares; 2024Q4: 13,492 shares; 2025Q1: 7,716 shares; 2025Q2: 10,001 shares; 2025Q3: 7,002 shares; 2025Q4: 6,890 shares; 2026Q1: 10,080 shares 10,080 $505K 0.12% +3,190 Timeline FBCV 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: 10,093 shares; 2024Q4: 10,911 shares; 2025Q1: 9,399 shares; 2025Q2: 6,921 shares; 2025Q3: 10,348 shares; 2025Q4: 8,820 shares; 2026Q1: 13,794 shares 13,794 $496K 0.12% +4,974 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,226 shares; 2025Q2: 1,656 shares; 2025Q3: 1,427 shares; 2025Q4: 1,545 shares; 2026Q1: 1,631 shares 1,631 $493K 0.12% +86 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: 3,117 shares; 2024Q4: 3,128 shares; 2025Q1: 3,519 shares; 2025Q2: 3,094 shares; 2025Q3: 2,540 shares; 2025Q4: 2,693 shares; 2026Q1: 3,691 shares 3,691 $488K 0.12% +998 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,505 shares; 2025Q2: not reported; 2025Q3: 6,883 shares; 2025Q4: 7,784 shares; 2026Q1: 12,674 shares 12,674 $487K 0.12% +4,890 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: 6,328 shares; 2024Q4: 7,198 shares; 2025Q1: 9,311 shares; 2025Q2: 6,158 shares; 2025Q3: 3,625 shares; 2025Q4: 3,423 shares; 2026Q1: 7,770 shares 7,770 $486K 0.12% +4,347 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,457 shares; 2025Q1: 1,518 shares; 2025Q2: 1,373 shares; 2025Q3: 1,136 shares; 2025Q4: 1,191 shares; 2026Q1: 1,448 shares 1,448 $473K 0.11% +257 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,758 shares; 2026Q1: 16,445 shares 16,445 $472K 0.11% +3,687 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: 4,090 shares; 2024Q4: 5,038 shares; 2025Q1: 3,685 shares; 2025Q2: 2,968 shares; 2025Q3: not reported; 2025Q4: 2,651 shares; 2026Q1: 3,920 shares 3,920 $472K 0.11% +1,269 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES 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: 6,603 shares; 2026Q1: 16,448 shares 16,448 $468K 0.11% +9,845 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,885 shares; 2024Q4: 1,877 shares; 2025Q1: 2,036 shares; 2025Q2: 2,052 shares; 2025Q3: 1,507 shares; 2025Q4: 1,691 shares; 2026Q1: 2,197 shares 2,197 $458K 0.11% +506 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,513 shares; 2025Q4: 7,951 shares; 2026Q1: 14,358 shares 14,358 $453K 0.11% +6,407 Timeline RSPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,125 shares 4,125 $452K 0.11% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,601 shares; 2025Q4: 7,485 shares; 2026Q1: 13,422 shares 13,422 $444K 0.11% +5,937 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: 4,717 shares; 2024Q4: 4,748 shares; 2025Q1: 4,765 shares; 2025Q2: 6,618 shares; 2025Q3: 3,655 shares; 2025Q4: 3,786 shares; 2026Q1: 4,131 shares 4,131 $439K 0.1% +345 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 4,717 shares; 2025Q3: 6,043 shares; 2025Q4: 2,192 shares; 2026Q1: 2,149 shares 2,149 $437K 0.1% -43 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 6,025 shares; 2025Q4: 7,351 shares; 2026Q1: 10,631 shares 10,631 $434K 0.1% +3,280 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 4,129 shares; 2025Q1: 3,634 shares; 2025Q2: 3,979 shares; 2025Q3: 2,631 shares; 2025Q4: 1,724 shares; 2026Q1: 2,083 shares 2,083 $433K 0.1% +359 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,746 shares; 2025Q2: 3,311 shares; 2025Q3: 3,505 shares; 2025Q4: 3,809 shares; 2026Q1: 4,640 shares 4,640 $431K 0.1% +831 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,633 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,551 shares 8,551 $427K 0.1% new 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: 6,136 shares; 2024Q4: 4,646 shares; 2025Q1: 8,076 shares; 2025Q2: 9,403 shares; 2025Q3: 12,392 shares; 2025Q4: 2,163 shares; 2026Q1: 2,583 shares 2,583 $427K 0.1% +420 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,850 shares; 2025Q4: 6,049 shares; 2026Q1: 7,752 shares 7,752 $425K 0.1% +1,703 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: 3,286 shares; 2025Q1: 9,234 shares; 2025Q2: 3,344 shares; 2025Q3: 3,178 shares; 2025Q4: 3,457 shares; 2026Q1: 3,381 shares 3,381 $415K 0.1% -76 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 reported; 2024Q4: 1,523 shares; 2025Q1: 1,682 shares; 2025Q2: 1,521 shares; 2025Q3: 1,257 shares; 2025Q4: 1,518 shares; 2026Q1: 1,701 shares 1,701 $414K 0.1% +183 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,861 shares; 2025Q1: 2,289 shares; 2025Q2: 2,070 shares; 2025Q3: 1,839 shares; 2025Q4: 2,168 shares; 2026Q1: 2,504 shares 2,504 $412K 0.1% +336 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: not reported; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 4,819 shares; 2025Q3: 5,235 shares; 2025Q4: 5,488 shares; 2026Q1: 4,157 shares 4,157 $404K 0.1% -1,331 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,054 shares; 2025Q4: 3,298 shares; 2026Q1: 3,548 shares 3,548 $402K 0.1% +250 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 reported; 2024Q4: 5,685 shares; 2025Q1: 7,434 shares; 2025Q2: 8,137 shares; 2025Q3: 5,954 shares; 2025Q4: 5,935 shares; 2026Q1: 7,976 shares 7,976 $400K 0.1% +2,041 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: 2,080 shares; 2024Q4: 2,359 shares; 2025Q1: 2,410 shares; 2025Q2: 3,960 shares; 2025Q3: 4,212 shares; 2025Q4: 3,926 shares; 2026Q1: 1,825 shares 1,825 $399K 0.1% -2,101 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,868 shares; 2025Q1: 2,135 shares; 2025Q2: 1,802 shares; 2025Q3: 1,447 shares; 2025Q4: 1,559 shares; 2026Q1: 2,009 shares 2,009 $399K 0.1% +450 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,387 shares; 2025Q3: 3,904 shares; 2025Q4: 3,968 shares; 2026Q1: 4,221 shares 4,221 $397K 0.09% +253 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,579 shares; 2025Q3: 21,654 shares; 2025Q4: 27,073 shares; 2026Q1: 2,846 shares 2,846 $397K 0.09% -24,227 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,692 shares; 2025Q2: 6,592 shares; 2025Q3: 7,702 shares; 2025Q4: 7,474 shares; 2026Q1: 7,744 shares 7,744 $390K 0.09% +270 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: 1,826 shares; 2024Q4: 2,453 shares; 2025Q1: 2,622 shares; 2025Q2: 2,904 shares; 2025Q3: 2,597 shares; 2025Q4: 3,262 shares; 2026Q1: 3,790 shares 3,790 $389K 0.09% +528 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 1,289 shares; 2025Q1: 1,126 shares; 2025Q2: 1,329 shares; 2025Q3: 1,467 shares; 2025Q4: 1,616 shares; 2026Q1: 1,597 shares 1,597 $388K 0.09% -19 Timeline DIVB 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: 5,065 shares; 2025Q2: 5,226 shares; 2025Q3: 5,448 shares; 2025Q4: 6,376 shares; 2026Q1: 7,172 shares 7,172 $387K 0.09% +796 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: 3,982 shares; 2024Q4: 4,451 shares; 2025Q1: 4,203 shares; 2025Q2: 3,676 shares; 2025Q3: 3,470 shares; 2025Q4: 2,798 shares; 2026Q1: 2,989 shares 2,989 $385K 0.09% +191 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 538 shares; 2025Q4: 725 shares; 2026Q1: 821 shares 821 $378K 0.09% +96 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,954 shares; 2025Q1: 1,824 shares; 2025Q2: 1,744 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,528 shares 1,528 $378K 0.09% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,763 shares; 2025Q2: 64,936 shares; 2025Q3: 91,285 shares; 2025Q4: 12,415 shares; 2026Q1: 13,034 shares 13,034 $378K 0.09% +619 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 1,827 shares; 2025Q4: 2,205 shares; 2026Q1: 2,338 shares 2,338 $374K 0.09% +133 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: 1,543 shares; 2024Q4: 1,566 shares; 2025Q1: 1,547 shares; 2025Q2: 1,373 shares; 2025Q3: 1,104 shares; 2025Q4: not reported; 2026Q1: 1,522 shares 1,522 $372K 0.09% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,598 shares; 2025Q3: 1,399 shares; 2025Q4: 1,465 shares; 2026Q1: 1,551 shares 1,551 $367K 0.09% +86 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,256 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,462 shares 1,462 $366K 0.09% new 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: 5,026 shares; 2024Q4: 3,881 shares; 2025Q1: 4,006 shares; 2025Q2: not reported; 2025Q3: 4,134 shares; 2025Q4: 4,136 shares; 2026Q1: 5,340 shares 5,340 $365K 0.09% +1,204 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,752 shares; 2026Q1: 14,701 shares 14,701 $364K 0.09% +3,949 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,155 shares; 2025Q4: 12,640 shares; 2026Q1: 13,380 shares 13,380 $363K 0.09% +740 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,276 shares; 2025Q2: 3,799 shares; 2025Q3: 4,507 shares; 2025Q4: 5,098 shares; 2026Q1: 4,933 shares 4,933 $355K 0.08% -165 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: 1,610 shares; 2024Q4: 1,637 shares; 2025Q1: 1,601 shares; 2025Q2: 1,356 shares; 2025Q3: 959 shares; 2025Q4: 1,093 shares; 2026Q1: 1,453 shares 1,453 $353K 0.08% +360 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 3,703 shares; 2025Q1: 4,832 shares; 2025Q2: 3,137 shares; 2025Q3: 3,958 shares; 2025Q4: 2,672 shares; 2026Q1: 2,962 shares 2,962 $349K 0.08% +290 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,060 shares; 2026Q1: 7,877 shares 7,877 $348K 0.08% +1,817 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,533 shares 4,533 $347K 0.08% new Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,318 shares; 2025Q4: 1,524 shares; 2026Q1: 1,693 shares 1,693 $345K 0.08% +169 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,382 shares 5,382 $345K 0.08% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 774 shares; 2024Q4: 822 shares; 2025Q1: 1,260 shares; 2025Q2: not reported; 2025Q3: 522 shares; 2025Q4: 550 shares; 2026Q1: 578 shares 578 $343K 0.08% +28 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 503 shares; 2025Q2: 603 shares; 2025Q3: 668 shares; 2025Q4: 726 shares; 2026Q1: 786 shares 786 $341K 0.08% +60 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: 6,855 shares; 2024Q4: 7,521 shares; 2025Q1: 9,067 shares; 2025Q2: 8,614 shares; 2025Q3: 3,313 shares; 2025Q4: 4,168 shares; 2026Q1: 3,436 shares 3,436 $341K 0.08% -732 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,406 shares 8,406 $341K 0.08% new Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,485 shares 2,485 $339K 0.08% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,171 shares 1,171 $331K 0.08% new Timeline JCPB 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: 22,801 shares; 2024Q4: 31,430 shares; 2025Q1: 26,256 shares; 2025Q2: 23,322 shares; 2025Q3: 5,721 shares; 2025Q4: 4,905 shares; 2026Q1: 6,994 shares 6,994 $329K 0.08% +2,089 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,637 shares; 2024Q4: 1,620 shares; 2025Q1: 1,533 shares; 2025Q2: 1,168 shares; 2025Q3: 861 shares; 2025Q4: 886 shares; 2026Q1: 1,109 shares 1,109 $324K 0.08% +223 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: 6,293 shares; 2024Q4: 6,847 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,788 shares; 2025Q4: not reported; 2026Q1: 7,926 shares 7,926 $324K 0.08% new Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,747 shares 2,747 $322K 0.08% new 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 reported; 2024Q4: 3,915 shares; 2025Q1: 4,079 shares; 2025Q2: 4,939 shares; 2025Q3: 4,943 shares; 2025Q4: 4,401 shares; 2026Q1: 4,859 shares 4,859 $321K 0.08% +458 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,042 shares; 2025Q1: 2,696 shares; 2025Q2: 2,806 shares; 2025Q3: 2,476 shares; 2025Q4: 2,534 shares; 2026Q1: 1,740 shares 1,740 $317K 0.08% -794 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,948 shares; 2025Q2: 3,787 shares; 2025Q3: 4,400 shares; 2025Q4: 4,049 shares; 2026Q1: 4,174 shares 4,174 $313K 0.07% +125 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 10,674 shares 10,674 $313K 0.07% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,363 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,906 shares 8,906 $313K 0.07% new Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,946 shares 3,946 $312K 0.07% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,434 shares 1,434 $312K 0.07% new Timeline AGX ARGAN INC More: the full row for ARGAN 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: 567 shares 567 $309K 0.07% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,231 shares; 2025Q2: 9,851 shares; 2025Q3: 12,787 shares; 2025Q4: 3,671 shares; 2026Q1: 3,780 shares 3,780 $309K 0.07% +109 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,780 shares 1,780 $308K 0.07% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,783 shares; 2025Q4: 10,909 shares; 2026Q1: 6,573 shares 6,573 $307K 0.07% -4,336 Timeline OIH 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: not reported; 2026Q1: 759 shares 759 $307K 0.07% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 671 shares; 2024Q4: 850 shares; 2025Q1: 735 shares; 2025Q2: 842 shares; 2025Q3: 736 shares; 2025Q4: 663 shares; 2026Q1: 545 shares 545 $306K 0.07% -118 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,486 shares; 2024Q4: 2,413 shares; 2025Q1: 2,341 shares; 2025Q2: 2,090 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,116 shares 2,116 $306K 0.07% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,828 shares; 2025Q1: 1,309 shares; 2025Q2: 1,569 shares; 2025Q3: 1,523 shares; 2025Q4: 1,411 shares; 2026Q1: 1,011 shares 1,011 $306K 0.07% -400 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,304 shares; 2025Q2: 3,282 shares; 2025Q3: 3,605 shares; 2025Q4: 3,218 shares; 2026Q1: 3,401 shares 3,401 $305K 0.07% +183 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 972 shares; 2025Q1: 761 shares; 2025Q2: 682 shares; 2025Q3: 543 shares; 2025Q4: 767 shares; 2026Q1: 780 shares 780 $305K 0.07% +13 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,121 shares 6,121 $304K 0.07% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,139 shares; 2026Q1: 60,918 shares 60,918 $302K 0.07% +19,779 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,766 shares 6,766 $302K 0.07% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $300K 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,516 shares; 2024Q4: 7,300 shares; 2025Q1: 7,302 shares; 2025Q2: 6,410 shares; 2025Q3: 4,489 shares; 2025Q4: 3,762 shares; 2026Q1: 4,027 shares 4,027 $300K 0.07% +265 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,525 shares 5,525 $299K 0.07% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 705 shares; 2025Q4: 723 shares; 2026Q1: 951 shares 951 $298K 0.07% +228 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: 860 shares; 2024Q4: 920 shares; 2025Q1: 1,018 shares; 2025Q2: 944 shares; 2025Q3: 743 shares; 2025Q4: 800 shares; 2026Q1: 1,112 shares 1,112 $297K 0.07% +312 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 2,098 shares; 2025Q1: 2,105 shares; 2025Q2: 1,964 shares; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 2,689 shares 2,689 $296K 0.07% +530 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,536 shares; 2026Q1: 4,274 shares 4,274 $293K 0.07% -262 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,561 shares; 2025Q2: 2,683 shares; 2025Q3: 2,360 shares; 2025Q4: 2,863 shares; 2026Q1: 3,328 shares 3,328 $288K 0.07% +465 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: 1,538 shares; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,547 shares; 2025Q4: 1,199 shares; 2026Q1: 1,162 shares 1,162 $288K 0.07% -37 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 reported; 2024Q4: not reported; 2025Q1: 9,618 shares; 2025Q2: 11,965 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,938 shares 3,938 $287K 0.07% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,231 shares; 2025Q1: 1,214 shares; 2025Q2: 1,410 shares; 2025Q3: 1,309 shares; 2025Q4: 1,308 shares; 2026Q1: 1,244 shares 1,244 $286K 0.07% -64 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE 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: 2,351 shares 2,351 $286K 0.07% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,691 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,073 shares 2,073 $280K 0.07% new Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,053 shares 3,053 $279K 0.07% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,163 shares; 2026Q1: 4,183 shares 4,183 $277K 0.07% +1,020 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 70 shares; 2025Q3: 77 shares; 2025Q4: 69 shares; 2026Q1: 66 shares 66 $277K 0.07% -3 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,379 shares; 2025Q1: not reported; 2025Q2: 1,248 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,484 shares 1,484 $273K 0.07% new Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,215 shares 11,215 $269K 0.06% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,314 shares; 2026Q1: 1,655 shares 1,655 $265K 0.06% +341 Timeline HUBB HUBBELL INC More: the full row for HUBBELL 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: 538 shares 538 $264K 0.06% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,191 shares; 2025Q1: 1,054 shares; 2025Q2: 1,354 shares; 2025Q3: 1,251 shares; 2025Q4: 1,263 shares; 2026Q1: 1,094 shares 1,094 $262K 0.06% -169 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: 9,717 shares; 2025Q2: 8,568 shares; 2025Q3: not reported; 2025Q4: 14,756 shares; 2026Q1: 9,207 shares 9,207 $259K 0.06% -5,549 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,318 shares; 2025Q3: 3,397 shares; 2025Q4: 3,776 shares; 2026Q1: 3,684 shares 3,684 $257K 0.06% -92 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS 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: 768 shares 768 $256K 0.06% new Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,168 shares; 2025Q4: 4,847 shares; 2026Q1: 4,950 shares 4,950 $254K 0.06% +103 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,338 shares 2,338 $253K 0.06% new 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: 12,400 shares; 2024Q4: 10,295 shares; 2025Q1: 9,028 shares; 2025Q2: 9,988 shares; 2025Q3: 3,841 shares; 2025Q4: 3,850 shares; 2026Q1: 4,848 shares 4,848 $252K 0.06% +998 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,348 shares; 2025Q1: 1,358 shares; 2025Q2: 1,603 shares; 2025Q3: 1,469 shares; 2025Q4: 1,121 shares; 2026Q1: 968 shares 968 $249K 0.06% -153 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 reported; 2024Q4: 207 shares; 2025Q1: 259 shares; 2025Q2: 273 shares; 2025Q3: 278 shares; 2025Q4: 1,815 shares; 2026Q1: 2,369 shares 2,369 $248K 0.06% +554 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: 890 shares; 2024Q4: 1,150 shares; 2025Q1: 922 shares; 2025Q2: 953 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 407 shares 407 $246K 0.06% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,249 shares; 2025Q1: 4,214 shares; 2025Q2: 4,041 shares; 2025Q3: 2,367 shares; 2025Q4: not reported; 2026Q1: 3,119 shares 3,119 $245K 0.06% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,467 shares; 2024Q4: 3,024 shares; 2025Q1: 1,341 shares; 2025Q2: 1,398 shares; 2025Q3: not reported; 2025Q4: 2,657 shares; 2026Q1: 2,021 shares 2,021 $245K 0.06% -636 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,324 shares; 2024Q4: 1,563 shares; 2025Q1: 2,464 shares; 2025Q2: 2,617 shares; 2025Q3: 2,091 shares; 2025Q4: 2,115 shares; 2026Q1: 2,015 shares 2,015 $238K 0.06% -100 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 664 shares 664 $238K 0.06% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,079 shares; 2024Q4: 2,086 shares; 2025Q1: 2,058 shares; 2025Q2: 1,827 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,067 shares 2,067 $233K 0.06% 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: 4,045 shares; 2024Q4: 4,098 shares; 2025Q1: 4,710 shares; 2025Q2: 3,668 shares; 2025Q3: 3,670 shares; 2025Q4: 3,377 shares; 2026Q1: 3,316 shares 3,316 $233K 0.06% -61 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,910 shares; 2025Q3: 3,025 shares; 2025Q4: 3,174 shares; 2026Q1: 2,995 shares 2,995 $232K 0.06% -179 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares 314 $232K 0.06% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 656 shares 656 $231K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,090 shares 2,090 $231K 0.06% new Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,409 shares 5,409 $230K 0.06% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,112 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,892 shares; 2025Q3: 2,421 shares; 2025Q4: 2,510 shares; 2026Q1: 2,076 shares 2,076 $230K 0.06% -434 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,925 shares 2,925 $230K 0.06% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 2,881 shares; 2025Q1: 1,674 shares; 2025Q2: 2,230 shares; 2025Q3: 1,154 shares; 2025Q4: 2,543 shares; 2026Q1: 2,110 shares 2,110 $230K 0.06% -433 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,675 shares; 2024Q4: 3,353 shares; 2025Q1: 3,252 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,484 shares 3,484 $230K 0.05% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,485 shares; 2025Q4: 1,413 shares; 2026Q1: 1,333 shares 1,333 $227K 0.05% -80 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,283 shares; 2026Q1: 1,048 shares 1,048 $226K 0.05% -235 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,428 shares 1,428 $225K 0.05% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464 shares; 2025Q4: not reported; 2026Q1: 452 shares 452 $225K 0.05% new Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 2,605 shares 2,605 $221K 0.05% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 363 shares; 2025Q1: 419 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: 453 shares; 2026Q1: 507 shares 507 $220K 0.05% +54 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: not reported; 2024Q4: not reported; 2025Q1: 1,372 shares; 2025Q2: 1,112 shares; 2025Q3: 1,171 shares; 2025Q4: 1,033 shares; 2026Q1: 976 shares 976 $219K 0.05% -57 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,669 shares 1,669 $219K 0.05% new Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,202 shares; 2025Q4: 8,254 shares; 2026Q1: 8,254 shares 8,254 $217K 0.05% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 2,820 shares 2,820 $213K 0.05% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,495 shares 3,495 $212K 0.05% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 932 shares; 2025Q2: 841 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 940 shares 940 $211K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares 1,054 $210K 0.05% new Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,074 shares 3,074 $209K 0.05% new Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,788 shares; 2026Q1: 1,921 shares 1,921 $206K 0.05% -867 Timeline DOV DOVER CORP More: the full row for DOVER 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: 982 shares 982 $205K 0.05% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: not reported; 2025Q2: 743 shares; 2025Q3: not reported; 2025Q4: 463 shares; 2026Q1: 427 shares 427 $205K 0.05% -36 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 361 shares 361 $204K 0.05% new Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,988 shares; 2026Q1: 6,988 shares 6,988 $203K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 681 shares 681 $202K 0.05% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,633 shares 1,633 $201K 0.05% new Timeline