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: 215,474 shares; 2024Q4: 217,928 shares; 2025Q1: 217,161 shares; 2025Q2: 217,180 shares; 2025Q3: 219,860 shares; 2025Q4: 217,708 shares; 2026Q1: 243,697 shares 243,697 $42.5M 5.57% +25,989 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: 61,954 shares; 2024Q4: 61,499 shares; 2025Q1: 60,179 shares; 2025Q2: 59,798 shares; 2025Q3: 60,283 shares; 2025Q4: 60,972 shares; 2026Q1: 61,868 shares 61,868 $35.7M 4.68% +896 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,345,303 shares; 2025Q2: 1,317,647 shares; 2025Q3: 1,370,889 shares; 2025Q4: 1,408,447 shares; 2026Q1: 1,277,209 shares 1,277,209 $32.7M 4.29% -131,238 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,268,807 shares; 2025Q2: 1,241,457 shares; 2025Q3: 1,304,132 shares; 2025Q4: 1,345,095 shares; 2026Q1: 1,144,416 shares 1,144,416 $31.9M 4.17% -200,679 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: 81,420 shares; 2024Q4: 60,528 shares; 2025Q1: 54,094 shares; 2025Q2: 48,799 shares; 2025Q3: 48,305 shares; 2025Q4: 48,411 shares; 2026Q1: 48,863 shares 48,863 $31.8M 4.16% +452 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: not reported; 2025Q1: 1,033,433 shares; 2025Q2: 999,061 shares; 2025Q3: 1,016,583 shares; 2025Q4: 1,033,152 shares; 2026Q1: 1,042,576 shares 1,042,576 $30.4M 3.98% +9,424 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: 77,092 shares; 2024Q4: 75,018 shares; 2025Q1: 78,070 shares; 2025Q2: 72,216 shares; 2025Q3: 71,034 shares; 2025Q4: 70,425 shares; 2026Q1: 87,047 shares 87,047 $22.1M 2.89% +16,622 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: 778,473 shares; 2025Q2: 764,627 shares; 2025Q3: 795,109 shares; 2025Q4: 820,523 shares; 2026Q1: 856,265 shares 856,265 $21.2M 2.78% +35,742 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: 72,917 shares; 2024Q4: 93,207 shares; 2025Q1: 235,798 shares; 2025Q2: 276,863 shares; 2025Q3: 133,024 shares; 2025Q4: 162,248 shares; 2026Q1: 211,062 shares 211,062 $19.3M 2.53% +48,814 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: 14,001 shares; 2024Q4: 2,994 shares; 2025Q1: 17,253 shares; 2025Q2: 20,764 shares; 2025Q3: 18,712 shares; 2025Q4: 20,528 shares; 2026Q1: 26,901 shares 26,901 $17.6M 2.3% +6,373 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,392 shares; 2024Q4: 3,511 shares; 2025Q1: 95,019 shares; 2025Q2: 100,137 shares; 2025Q3: 105,742 shares; 2025Q4: 110,311 shares; 2026Q1: 141,117 shares 141,117 $17.5M 2.3% +30,806 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: 35,755 shares; 2024Q4: 35,498 shares; 2025Q1: 32,565 shares; 2025Q2: 31,807 shares; 2025Q3: 31,050 shares; 2025Q4: 30,905 shares; 2026Q1: 41,057 shares 41,057 $15.2M 1.99% +10,152 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: 44,842 shares; 2024Q4: 45,498 shares; 2025Q1: 45,351 shares; 2025Q2: 45,705 shares; 2025Q3: 50,881 shares; 2025Q4: 51,959 shares; 2026Q1: 66,778 shares 66,778 $13.9M 1.82% +14,819 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288 shares; 2024Q4: 1,253 shares; 2025Q1: 38,358 shares; 2025Q2: 39,009 shares; 2025Q3: 41,892 shares; 2025Q4: 44,546 shares; 2026Q1: 46,917 shares 46,917 $13.5M 1.76% +2,371 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: 115,051 shares; 2025Q2: 103,601 shares; 2025Q3: 109,695 shares; 2025Q4: 114,948 shares; 2026Q1: 157,893 shares 157,893 $12.4M 1.63% +42,945 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,123 shares; 2024Q4: 2,272 shares; 2025Q1: 72,123 shares; 2025Q2: 71,473 shares; 2025Q3: 74,766 shares; 2025Q4: 78,975 shares; 2026Q1: 88,751 shares 88,751 $9.88M 1.29% +9,776 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: 4,897 shares; 2024Q4: 4,897 shares; 2025Q1: 5,991 shares; 2025Q2: 18,255 shares; 2025Q3: 26,792 shares; 2025Q4: 26,833 shares; 2026Q1: 27,944 shares 27,944 $8.96M 1.17% +1,111 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: 14,958 shares; 2024Q4: 3,197 shares; 2025Q1: 23,341 shares; 2025Q2: 38,268 shares; 2025Q3: 37,761 shares; 2025Q4: 42,011 shares; 2026Q1: 78,944 shares 78,944 $7.84M 1.03% +36,933 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: 20,963 shares; 2024Q4: 20,788 shares; 2025Q1: 21,205 shares; 2025Q2: 21,848 shares; 2025Q3: 23,995 shares; 2025Q4: 24,398 shares; 2026Q1: 26,209 shares 26,209 $7.52M 0.98% +1,811 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: 39,226 shares; 2024Q4: 31,787 shares; 2025Q1: 46,393 shares; 2025Q2: 54,077 shares; 2025Q3: 54,478 shares; 2025Q4: 51,336 shares; 2026Q1: 51,027 shares 51,027 $7.46M 0.98% -309 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: 10,521 shares; 2024Q4: 10,117 shares; 2025Q1: 10,917 shares; 2025Q2: 11,001 shares; 2025Q3: 11,979 shares; 2025Q4: 11,670 shares; 2026Q1: 12,968 shares 12,968 $7.42M 0.97% +1,298 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: 2,073 shares; 2024Q4: 2,073 shares; 2025Q1: 18,955 shares; 2025Q2: 22,354 shares; 2025Q3: 24,097 shares; 2025Q4: 28,540 shares; 2026Q1: 64,477 shares 64,477 $6.84M 0.9% +35,937 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: 4,194 shares; 2025Q1: 4,602 shares; 2025Q2: 5,012 shares; 2025Q3: 5,258 shares; 2025Q4: 51,746 shares; 2026Q1: 65,588 shares 65,588 $6.31M 0.83% +13,842 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,279 shares; 2025Q2: 58,639 shares; 2025Q3: 70,442 shares; 2025Q4: 66,395 shares; 2026Q1: 67,604 shares 67,604 $6.12M 0.8% +1,209 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,849 shares; 2024Q4: 2,763 shares; 2025Q1: 8,613 shares; 2025Q2: 8,248 shares; 2025Q3: 8,416 shares; 2025Q4: 8,664 shares; 2026Q1: 9,756 shares 9,756 $5.83M 0.76% +1,092 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,081 shares; 2025Q2: 12,434 shares; 2025Q3: 13,942 shares; 2025Q4: 15,452 shares; 2026Q1: 22,069 shares 22,069 $5.78M 0.76% +6,617 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,185 shares; 2024Q4: 8,969 shares; 2025Q1: 33,971 shares; 2025Q2: 34,525 shares; 2025Q3: 14,737 shares; 2025Q4: 15,371 shares; 2026Q1: 84,722 shares 84,722 $5.72M 0.75% +69,351 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 154,244 shares 154,244 $5.58M 0.73% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,985 shares; 2024Q4: 19,288 shares; 2025Q1: 15,198 shares; 2025Q2: 14,154 shares; 2025Q3: 14,777 shares; 2025Q4: 16,052 shares; 2026Q1: 14,747 shares 14,747 $5.48M 0.72% -1,305 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: 4,758 shares; 2024Q4: 4,758 shares; 2025Q1: 5,061 shares; 2025Q2: 13,761 shares; 2025Q3: 11,471 shares; 2025Q4: 11,420 shares; 2026Q1: 11,973 shares 11,973 $5.15M 0.67% +553 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,964 shares 22,964 $5.02M 0.66% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,099 shares; 2025Q2: 95,318 shares; 2025Q3: 98,332 shares; 2025Q4: 98,389 shares; 2026Q1: 87,591 shares 87,591 $4.96M 0.65% -10,798 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: 3,177 shares; 2024Q4: 4,878 shares; 2025Q1: 3,322 shares; 2025Q2: 3,361 shares; 2025Q3: 3,489 shares; 2025Q4: 3,399 shares; 2026Q1: 4,007 shares 4,007 $3.99M 0.52% +608 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,254 shares; 2025Q2: 58,892 shares; 2025Q3: 63,254 shares; 2025Q4: 70,275 shares; 2026Q1: 75,263 shares 75,263 $3.93M 0.51% +4,988 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: 2,088 shares; 2024Q4: 1,790 shares; 2025Q1: 16,431 shares; 2025Q2: 16,089 shares; 2025Q3: 14,612 shares; 2025Q4: 14,906 shares; 2026Q1: 21,984 shares 21,984 $3.73M 0.49% +7,078 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: 1,852 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,302 shares 25,302 $3.65M 0.48% new 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: not reported; 2024Q4: not reported; 2025Q1: 8,217 shares; 2025Q2: 14,221 shares; 2025Q3: 13,840 shares; 2025Q4: 13,231 shares; 2026Q1: 14,445 shares 14,445 $3.59M 0.47% +1,214 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: 15,132 shares; 2024Q4: 15,132 shares; 2025Q1: 14,651 shares; 2025Q2: 13,730 shares; 2025Q3: 13,686 shares; 2025Q4: 27,358 shares; 2026Q1: 26,628 shares 26,628 $3.54M 0.46% -730 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,370 shares; 2025Q2: 10,370 shares; 2025Q3: 5,854 shares; 2025Q4: 6,710 shares; 2026Q1: 51,147 shares 51,147 $3.49M 0.46% +44,437 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: 8,612 shares; 2024Q4: 8,450 shares; 2025Q1: 4,739 shares; 2025Q2: 5,214 shares; 2025Q3: 6,646 shares; 2025Q4: 6,797 shares; 2026Q1: 15,862 shares 15,862 $3.45M 0.45% +9,065 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,827 shares; 2024Q4: 8,315 shares; 2025Q1: 12,570 shares; 2025Q2: 10,889 shares; 2025Q3: 10,757 shares; 2025Q4: 9,020 shares; 2026Q1: 16,855 shares 16,855 $3.23M 0.42% +7,835 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: 1,830 shares; 2024Q4: 1,947 shares; 2025Q1: 1,734 shares; 2025Q2: 1,771 shares; 2025Q3: 1,613 shares; 2025Q4: 3,004 shares; 2026Q1: 3,207 shares 3,207 $2.95M 0.39% +203 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,284 shares 38,284 $2.78M 0.36% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,360 shares; 2025Q4: 71,938 shares; 2026Q1: 76,862 shares 76,862 $2.73M 0.36% +4,924 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: 10,323 shares; 2024Q4: 10,907 shares; 2025Q1: 25,975 shares; 2025Q2: 25,618 shares; 2025Q3: 28,308 shares; 2025Q4: 29,279 shares; 2026Q1: 41,745 shares 41,745 $2.68M 0.35% +12,466 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: not reported; 2025Q2: 25,494 shares; 2025Q3: 31,354 shares; 2025Q4: 31,238 shares; 2026Q1: 34,346 shares 34,346 $2.65M 0.35% +3,108 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: 11,094 shares; 2024Q4: 13,029 shares; 2025Q1: 10,381 shares; 2025Q2: 12,214 shares; 2025Q3: 11,309 shares; 2025Q4: 9,157 shares; 2026Q1: 9,103 shares 9,103 $2.62M 0.34% -54 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,320 shares; 2025Q2: 7,057 shares; 2025Q3: 7,117 shares; 2025Q4: 15,128 shares; 2026Q1: 21,290 shares 21,290 $2.61M 0.34% +6,162 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,822 shares; 2024Q4: 5,174 shares; 2025Q1: 5,528 shares; 2025Q2: 30,315 shares; 2025Q3: 40,205 shares; 2025Q4: 40,514 shares; 2026Q1: 35,053 shares 35,053 $2.61M 0.34% -5,461 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: 9,970 shares; 2024Q4: 7,643 shares; 2025Q1: 6,781 shares; 2025Q2: 11,285 shares; 2025Q3: 10,986 shares; 2025Q4: 7,958 shares; 2026Q1: 8,500 shares 8,500 $2.5M 0.33% +542 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,810 shares; 2025Q4: 14,231 shares; 2026Q1: 15,124 shares 15,124 $2.49M 0.33% +893 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: 7,787 shares; 2025Q2: 9,118 shares; 2025Q3: 7,768 shares; 2025Q4: 7,442 shares; 2026Q1: 11,769 shares 11,769 $2.43M 0.32% +4,327 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,466 shares; 2024Q4: not reported; 2025Q1: 7,153 shares; 2025Q2: 6,740 shares; 2025Q3: 6,933 shares; 2025Q4: 8,356 shares; 2026Q1: 33,522 shares 33,522 $2.36M 0.31% +25,166 Timeline IPAC 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: 4,886 shares; 2025Q2: 4,739 shares; 2025Q3: 4,276 shares; 2025Q4: 6,360 shares; 2026Q1: 29,281 shares 29,281 $2.24M 0.29% +22,921 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,833 shares; 2025Q2: 43,594 shares; 2025Q3: 45,695 shares; 2025Q4: 49,053 shares; 2026Q1: 83,390 shares 83,390 $2.22M 0.29% +34,337 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: 7,406 shares; 2024Q4: 7,405 shares; 2025Q1: 6,991 shares; 2025Q2: 6,943 shares; 2025Q3: 6,669 shares; 2025Q4: 6,760 shares; 2026Q1: 6,938 shares 6,938 $2.16M 0.28% +178 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: 42,941 shares; 2025Q2: 45,590 shares; 2025Q3: 33,222 shares; 2025Q4: 38,090 shares; 2026Q1: 31,045 shares 31,045 $2.13M 0.28% -7,045 Timeline CLS CELESTICA INC More: the full row for CELESTICA 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: 2,200 shares; 2025Q3: 7,492 shares; 2025Q4: 7,492 shares; 2026Q1: 7,518 shares 7,518 $2.12M 0.28% +26 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: 3,743 shares 3,743 $2.11M 0.28% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,603 shares; 2025Q3: 50,785 shares; 2025Q4: 40,143 shares; 2026Q1: 39,511 shares 39,511 $2M 0.26% -632 Timeline FCG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,762 shares 62,762 $1.99M 0.26% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,216 shares; 2024Q4: 6,216 shares; 2025Q1: 6,845 shares; 2025Q2: 7,099 shares; 2025Q3: 7,565 shares; 2025Q4: 7,499 shares; 2026Q1: 8,982 shares 8,982 $1.93M 0.25% +1,483 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: 4,925 shares; 2024Q4: 4,827 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,178 shares 6,178 $1.87M 0.24% new 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: 16,290 shares; 2025Q3: 9,121 shares; 2025Q4: 8,749 shares; 2026Q1: 26,625 shares 26,625 $1.85M 0.24% +17,876 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: 12,699 shares; 2024Q4: not reported; 2025Q1: 20,870 shares; 2025Q2: 25,709 shares; 2025Q3: 21,104 shares; 2025Q4: 21,057 shares; 2026Q1: 23,659 shares 23,659 $1.84M 0.24% +2,602 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,048 shares; 2025Q3: 45,216 shares; 2025Q4: 45,126 shares; 2026Q1: 43,296 shares 43,296 $1.77M 0.23% -1,830 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: 8,500 shares; 2024Q4: 3,860 shares; 2025Q1: 8,842 shares; 2025Q2: 7,553 shares; 2025Q3: 3,802 shares; 2025Q4: 3,820 shares; 2026Q1: 5,704 shares 5,704 $1.77M 0.23% +1,884 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: 8,902 shares; 2026Q1: 4,362 shares 4,362 $1.76M 0.23% -4,540 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 7,413 shares; 2025Q4: 6,813 shares; 2026Q1: 18,692 shares 18,692 $1.75M 0.23% +11,879 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: 2,535 shares; 2024Q4: 3,360 shares; 2025Q1: 7,821 shares; 2025Q2: 6,881 shares; 2025Q3: 7,004 shares; 2025Q4: 6,916 shares; 2026Q1: 6,756 shares 6,756 $1.74M 0.23% -160 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,574 shares; 2024Q4: 2,584 shares; 2025Q1: 3,607 shares; 2025Q2: 3,724 shares; 2025Q3: 3,692 shares; 2025Q4: 3,633 shares; 2026Q1: 4,069 shares 4,069 $1.74M 0.23% +436 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,193 shares; 2025Q2: 8,208 shares; 2025Q3: 8,208 shares; 2025Q4: 8,215 shares; 2026Q1: 34,042 shares 34,042 $1.73M 0.23% +25,827 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: 1,322 shares; 2024Q4: 1,211 shares; 2025Q1: 1,632 shares; 2025Q2: 1,918 shares; 2025Q3: 2,074 shares; 2025Q4: 2,468 shares; 2026Q1: 3,606 shares 3,606 $1.73M 0.23% +1,138 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: 2,013 shares; 2024Q4: 1,462 shares; 2025Q1: not reported; 2025Q2: 5,853 shares; 2025Q3: 7,180 shares; 2025Q4: 7,302 shares; 2026Q1: 8,416 shares 8,416 $1.71M 0.22% +1,114 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to 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: 13,817 shares; 2026Q1: 16,495 shares 16,495 $1.71M 0.22% +2,678 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: 4,550 shares 4,550 $1.63M 0.21% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,375 shares; 2026Q1: 25,588 shares 25,588 $1.61M 0.21% +23,213 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: 12,102 shares; 2024Q4: 18,386 shares; 2025Q1: 17,003 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,063 shares; 2026Q1: 17,049 shares 17,049 $1.58M 0.21% +986 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,184 shares; 2025Q2: 39,829 shares; 2025Q3: 30,134 shares; 2025Q4: not reported; 2026Q1: 16,836 shares 16,836 $1.55M 0.2% new 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: not reported; 2025Q3: not reported; 2025Q4: 2,525 shares; 2026Q1: 3,317 shares 3,317 $1.53M 0.2% +792 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: 2,239 shares; 2024Q4: 2,228 shares; 2025Q1: 4,439 shares; 2025Q2: 4,547 shares; 2025Q3: 4,628 shares; 2025Q4: 4,855 shares; 2026Q1: 5,046 shares 5,046 $1.53M 0.2% +191 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,192 shares; 2026Q1: 17,716 shares 17,716 $1.52M 0.2% -3,476 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,295 shares 17,295 $1.51M 0.2% 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: 5,838 shares; 2024Q4: 6,088 shares; 2025Q1: 6,822 shares; 2025Q2: 4,753 shares; 2025Q3: 4,653 shares; 2025Q4: 4,780 shares; 2026Q1: 4,822 shares 4,822 $1.46M 0.19% +42 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: 1,704 shares; 2024Q4: 1,699 shares; 2025Q1: 6,958 shares; 2025Q2: 6,310 shares; 2025Q3: 6,585 shares; 2025Q4: 6,614 shares; 2026Q1: 6,702 shares 6,702 $1.46M 0.19% +88 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL 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: 6,293 shares; 2025Q3: 9,456 shares; 2025Q4: 13,157 shares; 2026Q1: 14,623 shares 14,623 $1.45M 0.19% +1,466 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 13,040 shares; 2025Q1: 11,324 shares; 2025Q2: 10,675 shares; 2025Q3: 10,576 shares; 2025Q4: 10,576 shares; 2026Q1: 10,404 shares 10,404 $1.44M 0.19% -172 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.44M 0.19% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,290 shares; 2024Q4: not reported; 2025Q1: 13,438 shares; 2025Q2: 13,388 shares; 2025Q3: 12,897 shares; 2025Q4: 12,934 shares; 2026Q1: 13,004 shares 13,004 $1.43M 0.19% +70 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,723 shares; 2024Q4: 5,341 shares; 2025Q1: 2,062 shares; 2025Q2: 2,078 shares; 2025Q3: 2,200 shares; 2025Q4: 2,140 shares; 2026Q1: 2,071 shares 2,071 $1.41M 0.19% -69 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: 6,344 shares; 2024Q4: 6,826 shares; 2025Q1: 7,937 shares; 2025Q2: 7,477 shares; 2025Q3: 10,504 shares; 2025Q4: 5,738 shares; 2026Q1: 24,797 shares 24,797 $1.41M 0.18% +19,059 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,604 shares; 2024Q4: 17,255 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,900 shares 23,900 $1.4M 0.18% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,749 shares; 2024Q4: not reported; 2025Q1: 10,103 shares; 2025Q2: 9,253 shares; 2025Q3: not reported; 2025Q4: 10,203 shares; 2026Q1: 13,891 shares 13,891 $1.37M 0.18% +3,688 Timeline XMMO 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: 2,124 shares; 2024Q4: not reported; 2025Q1: 21,468 shares; 2025Q2: 3,574 shares; 2025Q3: 3,205 shares; 2025Q4: 9,333 shares; 2026Q1: 9,226 shares 9,226 $1.34M 0.18% -107 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 10,176 shares; 2025Q1: 3,151 shares; 2025Q2: 3,310 shares; 2025Q3: 3,226 shares; 2025Q4: not reported; 2026Q1: 6,274 shares 6,274 $1.32M 0.17% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,247 shares; 2024Q4: 18,283 shares; 2025Q1: 11,420 shares; 2025Q2: 11,420 shares; 2025Q3: 18,152 shares; 2025Q4: 17,726 shares; 2026Q1: 11,576 shares 11,576 $1.31M 0.17% -6,150 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: 3,268 shares; 2024Q4: 3,268 shares; 2025Q1: 5,342 shares; 2025Q2: 7,208 shares; 2025Q3: 7,080 shares; 2025Q4: 7,433 shares; 2026Q1: 6,559 shares 6,559 $1.29M 0.17% -874 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,852 shares; 2025Q4: 5,417 shares; 2026Q1: 32,614 shares 32,614 $1.25M 0.16% +27,197 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 2,973 shares; 2025Q1: 12,696 shares; 2025Q2: 13,312 shares; 2025Q3: 11,761 shares; 2025Q4: 12,189 shares; 2026Q1: 12,490 shares 12,490 $1.25M 0.16% +301 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,868 shares; 2025Q2: 2,016 shares; 2025Q3: 3,849 shares; 2025Q4: 3,888 shares; 2026Q1: 5,152 shares 5,152 $1.25M 0.16% +1,264 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,033 shares; 2024Q4: not reported; 2025Q1: 5,520 shares; 2025Q2: 5,556 shares; 2025Q3: 4,606 shares; 2025Q4: not reported; 2026Q1: 4,397 shares 4,397 $1.25M 0.16% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 789 shares; 2025Q1: 1,699 shares; 2025Q2: 1,719 shares; 2025Q3: 1,699 shares; 2025Q4: 1,714 shares; 2026Q1: 1,777 shares 1,777 $1.24M 0.16% +63 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,809 shares 2,809 $1.22M 0.16% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,496 shares 2,496 $1.21M 0.16% new Timeline IWS 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: 8,111 shares; 2025Q2: 7,257 shares; 2025Q3: 6,846 shares; 2025Q4: 6,713 shares; 2026Q1: 8,280 shares 8,280 $1.21M 0.16% +1,567 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 10,636 shares; 2025Q3: 10,619 shares; 2025Q4: 18,156 shares; 2026Q1: 10,949 shares 10,949 $1.2M 0.16% -7,207 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,639 shares; 2024Q4: 5,085 shares; 2025Q1: 3,641 shares; 2025Q2: 3,615 shares; 2025Q3: 3,344 shares; 2025Q4: not reported; 2026Q1: 5,363 shares 5,363 $1.17M 0.15% 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: 2,294 shares; 2025Q1: 2,712 shares; 2025Q2: 2,657 shares; 2025Q3: 2,651 shares; 2025Q4: 2,698 shares; 2026Q1: 2,676 shares 2,676 $1.17M 0.15% -22 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,335 shares; 2025Q4: 9,011 shares; 2026Q1: 25,282 shares 25,282 $1.16M 0.15% +16,271 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,643 shares 11,643 $1.16M 0.15% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS 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: 4,001 shares 4,001 $1.16M 0.15% new 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: 8,302 shares; 2025Q2: 17,343 shares; 2025Q3: 11,771 shares; 2025Q4: 11,754 shares; 2026Q1: 11,955 shares 11,955 $1.16M 0.15% +201 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,650 shares 5,650 $1.15M 0.15% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,333 shares 6,333 $1.14M 0.15% 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: 5,528 shares; 2026Q1: 4,039 shares 4,039 $1.14M 0.15% -1,489 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,470 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,520 shares 24,520 $1.13M 0.15% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,474 shares 22,474 $1.13M 0.15% new 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: 3,439 shares; 2024Q4: 2,854 shares; 2025Q1: 4,659 shares; 2025Q2: 4,643 shares; 2025Q3: 4,555 shares; 2025Q4: 5,087 shares; 2026Q1: 8,986 shares 8,986 $1.12M 0.15% +3,899 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,425 shares; 2025Q4: 2,515 shares; 2026Q1: 3,280 shares 3,280 $1.11M 0.15% +765 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,266 shares; 2026Q1: 3,721 shares 3,721 $1.11M 0.14% -1,545 Timeline AVNV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,617 shares 13,617 $1.07M 0.14% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,462 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,367 shares 4,367 $1.07M 0.14% new Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,726 shares 15,726 $1.06M 0.14% new Timeline WFRD WEATHERFORD INTL PLC More: the full row for WEATHERFORD INTL 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: 11,485 shares; 2026Q1: 11,129 shares 11,129 $1.05M 0.14% -356 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,903 shares; 2025Q2: 22,937 shares; 2025Q3: 29,895 shares; 2025Q4: 30,252 shares; 2026Q1: 31,833 shares 31,833 $1.05M 0.14% +1,581 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: not reported; 2025Q4: not reported; 2026Q1: 2,114 shares 2,114 $1.05M 0.14% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,375 shares 11,375 $1.03M 0.13% new 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: 9,054 shares; 2024Q4: 9,089 shares; 2025Q1: 16,124 shares; 2025Q2: 13,983 shares; 2025Q3: 15,075 shares; 2025Q4: 15,767 shares; 2026Q1: 18,909 shares 18,909 $1.02M 0.13% +3,142 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: 2,459 shares; 2024Q4: 3,957 shares; 2025Q1: 2,882 shares; 2025Q2: 2,815 shares; 2025Q3: 1,794 shares; 2025Q4: 1,730 shares; 2026Q1: 2,038 shares 2,038 $1.02M 0.13% +308 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,660 shares 39,660 $1.02M 0.13% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 1,092 shares; 2025Q3: 1,133 shares; 2025Q4: 1,147 shares; 2026Q1: 1,050 shares 1,050 $1.01M 0.13% -97 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,660 shares; 2025Q4: 9,585 shares; 2026Q1: 19,301 shares 19,301 $1M 0.13% +9,716 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER 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: 11,241 shares; 2025Q4: 9,659 shares; 2026Q1: 8,215 shares 8,215 $990K 0.13% -1,444 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,945 shares 50,945 $989K 0.13% new 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: not reported; 2026Q1: 2,547 shares 2,547 $989K 0.13% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,019 shares 19,019 $977K 0.13% new 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: 3,831 shares; 2025Q2: 3,711 shares; 2025Q3: 3,594 shares; 2025Q4: 4,469 shares; 2026Q1: 3,271 shares 3,271 $966K 0.13% -1,198 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,766 shares; 2024Q4: 10,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,770 shares 40,770 $966K 0.13% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,037 shares; 2026Q1: 2,805 shares 2,805 $959K 0.13% +1,768 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: 3,677 shares; 2025Q3: 4,522 shares; 2025Q4: not reported; 2026Q1: 4,801 shares 4,801 $956K 0.13% new Timeline SCHM 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: 24,690 shares; 2025Q3: 25,654 shares; 2025Q4: 32,369 shares; 2026Q1: 30,766 shares 30,766 $953K 0.12% -1,603 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,914 shares 6,914 $948K 0.12% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 4,393 shares; 2025Q4: 4,663 shares; 2026Q1: 4,766 shares 4,766 $940K 0.12% +103 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,258 shares; 2025Q2: 3,406 shares; 2025Q3: 2,669 shares; 2025Q4: not reported; 2026Q1: 5,125 shares 5,125 $938K 0.12% new Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,175 shares; 2025Q4: 11,811 shares; 2026Q1: 8,345 shares 8,345 $936K 0.12% -3,466 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,372 shares 12,372 $934K 0.12% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,693 shares 9,693 $930K 0.12% new 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: 3,133 shares; 2024Q4: 2,924 shares; 2025Q1: 14,962 shares; 2025Q2: 2,071 shares; 2025Q3: 5,593 shares; 2025Q4: 2,215 shares; 2026Q1: 3,774 shares 3,774 $923K 0.12% +1,559 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: 2,734 shares; 2024Q4: 2,549 shares; 2025Q1: 3,404 shares; 2025Q2: 3,218 shares; 2025Q3: 4,531 shares; 2025Q4: 2,220 shares; 2026Q1: 4,428 shares 4,428 $916K 0.12% +2,208 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,970 shares; 2025Q4: 15,090 shares; 2026Q1: 11,244 shares 11,244 $910K 0.12% -3,846 Timeline COLL COLLEGIUM PHARMACEUTICAL INC More: the full row for COLLEGIUM PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,660 shares; 2025Q2: 13,690 shares; 2025Q3: 13,690 shares; 2025Q4: 16,738 shares; 2026Q1: 27,467 shares 27,467 $908K 0.12% +10,729 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,227 shares 9,227 $903K 0.12% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,514 shares; 2025Q3: 14,658 shares; 2025Q4: 14,128 shares; 2026Q1: 8,304 shares 8,304 $899K 0.12% -5,824 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 767 shares; 2025Q1: 909 shares; 2025Q2: not reported; 2025Q3: 229 shares; 2025Q4: not reported; 2026Q1: 820 shares 820 $897K 0.12% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,883 shares; 2026Q1: 2,933 shares 2,933 $892K 0.12% -950 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: not reported; 2024Q4: not reported; 2025Q1: 9,063 shares; 2025Q2: 5,391 shares; 2025Q3: 5,094 shares; 2025Q4: 4,974 shares; 2026Q1: 4,798 shares 4,798 $884K 0.12% -176 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,754 shares; 2025Q2: 1,735 shares; 2025Q3: 2,077 shares; 2025Q4: 2,104 shares; 2026Q1: 1,980 shares 1,980 $884K 0.12% -124 Timeline IWP 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: 7,160 shares; 2025Q2: 7,071 shares; 2025Q3: 6,973 shares; 2025Q4: 6,897 shares; 2026Q1: 6,810 shares 6,810 $873K 0.11% -87 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,210 shares 24,210 $862K 0.11% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS 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: 5,031 shares; 2026Q1: 4,270 shares 4,270 $861K 0.11% -761 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,310 shares 7,310 $857K 0.11% new 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: 5,764 shares; 2024Q4: 5,764 shares; 2025Q1: 2,946 shares; 2025Q2: 3,299 shares; 2025Q3: 3,870 shares; 2025Q4: 3,814 shares; 2026Q1: 9,029 shares 9,029 $851K 0.11% +5,215 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: 9,424 shares; 2025Q3: 9,344 shares; 2025Q4: 11,005 shares; 2026Q1: 4,869 shares 4,869 $838K 0.11% -6,136 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: 4,231 shares; 2024Q4: 2,113 shares; 2025Q1: 4,521 shares; 2025Q2: 2,602 shares; 2025Q3: 2,404 shares; 2025Q4: 2,141 shares; 2026Q1: 2,545 shares 2,545 $837K 0.11% +404 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB 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: not reported; 2025Q4: not reported; 2026Q1: 7,071 shares 7,071 $832K 0.11% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $826K 0.11% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS 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: 5,473 shares; 2026Q1: 4,128 shares 4,128 $809K 0.11% -1,345 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,435 shares; 2025Q2: 9,373 shares; 2025Q3: 8,700 shares; 2025Q4: not reported; 2026Q1: 9,646 shares 9,646 $808K 0.11% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,025 shares; 2024Q4: 3,025 shares; 2025Q1: 2,523 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,440 shares; 2026Q1: 5,299 shares 5,299 $802K 0.11% +2,859 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,030 shares; 2025Q2: 15,030 shares; 2025Q3: 15,030 shares; 2025Q4: 15,030 shares; 2026Q1: 15,095 shares 15,095 $799K 0.1% +65 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 8,356 shares 8,356 $797K 0.1% new Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,469 shares; 2025Q2: not reported; 2025Q3: 10,980 shares; 2025Q4: not reported; 2026Q1: 47,796 shares 47,796 $793K 0.1% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,074 shares; 2024Q4: 11,074 shares; 2025Q1: 11,074 shares; 2025Q2: 11,074 shares; 2025Q3: 11,074 shares; 2025Q4: 11,074 shares; 2026Q1: 11,074 shares 11,074 $785K 0.1% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,948 shares; 2026Q1: 25,780 shares 25,780 $782K 0.1% +17,832 Timeline SJNK 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: 9,583 shares; 2025Q2: not reported; 2025Q3: 7,972 shares; 2025Q4: not reported; 2026Q1: 31,173 shares 31,173 $779K 0.1% new Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,479 shares 12,479 $772K 0.1% new Timeline XSMO 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: 37,800 shares; 2024Q4: 21,609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,987 shares; 2026Q1: 9,987 shares 9,987 $759K 0.1% 0 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: 19,017 shares; 2024Q4: 19,682 shares; 2025Q1: 20,543 shares; 2025Q2: 14,204 shares; 2025Q3: 6,759 shares; 2025Q4: 6,096 shares; 2026Q1: 15,022 shares 15,022 $756K 0.1% +8,926 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,458 shares; 2026Q1: 19,233 shares 19,233 $747K 0.1% -9,225 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: 3,152 shares; 2024Q4: 3,102 shares; 2025Q1: 3,167 shares; 2025Q2: 3,202 shares; 2025Q3: 3,227 shares; 2025Q4: 3,227 shares; 2026Q1: 4,678 shares 4,678 $747K 0.1% +1,451 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: 15,342 shares; 2025Q4: 15,738 shares; 2026Q1: 9,704 shares 9,704 $743K 0.1% -6,034 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,828 shares; 2025Q2: 1,709 shares; 2025Q3: 2,532 shares; 2025Q4: 1,638 shares; 2026Q1: 7,207 shares 7,207 $740K 0.1% +5,569 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: 3,064 shares; 2024Q4: 3,064 shares; 2025Q1: 4,352 shares; 2025Q2: 8,412 shares; 2025Q3: 11,323 shares; 2025Q4: 11,299 shares; 2026Q1: 9,990 shares 9,990 $736K 0.1% -1,309 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,071 shares; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 1,382 shares; 2025Q3: 1,246 shares; 2025Q4: 1,462 shares; 2026Q1: 868 shares 868 $734K 0.1% -594 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,818 shares; 2024Q4: 5,032 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,201 shares; 2025Q4: 19,555 shares; 2026Q1: 15,890 shares 15,890 $734K 0.1% -3,665 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: 19,901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,596 shares; 2026Q1: 12,042 shares 12,042 $730K 0.1% +2,446 Timeline FSTA 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: 3,913 shares; 2025Q3: 4,055 shares; 2025Q4: 4,912 shares; 2026Q1: 13,728 shares 13,728 $718K 0.09% +8,816 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,594 shares; 2024Q4: 14,594 shares; 2025Q1: 14,594 shares; 2025Q2: 14,594 shares; 2025Q3: 14,594 shares; 2025Q4: 14,594 shares; 2026Q1: 14,594 shares 14,594 $707K 0.09% 0 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: 693 shares; 2024Q4: 689 shares; 2025Q1: 1,312 shares; 2025Q2: 1,708 shares; 2025Q3: 1,878 shares; 2025Q4: 1,673 shares; 2026Q1: 1,733 shares 1,733 $707K 0.09% +60 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,534 shares 4,534 $705K 0.09% new 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: not reported; 2025Q3: 1,156 shares; 2025Q4: 1,040 shares; 2026Q1: 2,076 shares 2,076 $702K 0.09% +1,036 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: not reported; 2025Q4: not reported; 2026Q1: 9,885 shares 9,885 $697K 0.09% new Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,399 shares 8,399 $696K 0.09% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,683 shares 10,683 $696K 0.09% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,058 shares; 2025Q4: 12,199 shares; 2026Q1: 11,535 shares 11,535 $692K 0.09% -664 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: 1,261 shares; 2024Q4: 1,256 shares; 2025Q1: 2,438 shares; 2025Q2: 3,183 shares; 2025Q3: 3,199 shares; 2025Q4: 3,216 shares; 2026Q1: 3,344 shares 3,344 $682K 0.09% +128 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: 3,929 shares; 2024Q4: not reported; 2025Q1: 5,388 shares; 2025Q2: 5,190 shares; 2025Q3: 5,265 shares; 2025Q4: 6,470 shares; 2026Q1: 10,047 shares 10,047 $663K 0.09% +3,577 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,204 shares; 2025Q2: 2,238 shares; 2025Q3: 2,199 shares; 2025Q4: 3,198 shares; 2026Q1: 3,098 shares 3,098 $662K 0.09% -100 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,139 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,405 shares 14,405 $661K 0.09% new Timeline HYG 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: 7,958 shares; 2025Q3: 7,993 shares; 2025Q4: 8,231 shares; 2026Q1: 8,259 shares 8,259 $657K 0.09% +28 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: 1,578 shares; 2024Q4: 1,599 shares; 2025Q1: 1,869 shares; 2025Q2: 1,790 shares; 2025Q3: 1,756 shares; 2025Q4: 1,756 shares; 2026Q1: 1,780 shares 1,780 $654K 0.09% +24 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 669 shares; 2026Q1: 1,896 shares 1,896 $651K 0.09% +1,227 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,066 shares; 2025Q1: 2,719 shares; 2025Q2: 2,902 shares; 2025Q3: 2,871 shares; 2025Q4: 2,846 shares; 2026Q1: 2,115 shares 2,115 $632K 0.08% -731 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 266 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,467 shares 1,467 $623K 0.08% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,180 shares 22,180 $623K 0.08% new 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: not reported; 2025Q4: not reported; 2026Q1: 8,279 shares 8,279 $622K 0.08% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,545 shares; 2024Q4: 3,655 shares; 2025Q1: 2,960 shares; 2025Q2: 4,678 shares; 2025Q3: 4,998 shares; 2025Q4: 4,943 shares; 2026Q1: 1,581 shares 1,581 $617K 0.08% -3,362 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,725 shares 12,725 $611K 0.08% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 654 shares 654 $585K 0.08% new 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: 1,134 shares; 2024Q4: 1,136 shares; 2025Q1: 1,277 shares; 2025Q2: 1,202 shares; 2025Q3: 983 shares; 2025Q4: 854 shares; 2026Q1: 963 shares 963 $582K 0.08% +109 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,525 shares 8,525 $582K 0.08% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,716 shares 2,716 $580K 0.08% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,838 shares; 2024Q4: 7,000 shares; 2025Q1: 59,034 shares; 2025Q2: 11,747 shares; 2025Q3: 11,352 shares; 2025Q4: 11,929 shares; 2026Q1: 11,724 shares 11,724 $579K 0.08% -205 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,147 shares; 2025Q4: 7,274 shares; 2026Q1: 6,045 shares 6,045 $574K 0.08% -1,229 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,868 shares; 2025Q2: not reported; 2025Q3: 10,572 shares; 2025Q4: 10,882 shares; 2026Q1: 41,873 shares 41,873 $568K 0.07% +30,991 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 18,838 shares 18,838 $560K 0.07% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,440 shares; 2025Q4: 11,786 shares; 2026Q1: 7,975 shares 7,975 $556K 0.07% -3,811 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,061 shares; 2024Q4: 13,275 shares; 2025Q1: 1,615 shares; 2025Q2: 1,655 shares; 2025Q3: 1,629 shares; 2025Q4: 1,687 shares; 2026Q1: 4,815 shares 4,815 $554K 0.07% +3,128 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,204 shares 4,204 $551K 0.07% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,354 shares 3,354 $550K 0.07% new 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: 2,221 shares; 2024Q4: 2,190 shares; 2025Q1: 2,558 shares; 2025Q2: 2,458 shares; 2025Q3: 2,539 shares; 2025Q4: 4,079 shares; 2026Q1: 3,299 shares 3,299 $547K 0.07% -780 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,194 shares; 2025Q2: 8,344 shares; 2025Q3: 10,002 shares; 2025Q4: 10,263 shares; 2026Q1: 11,035 shares 11,035 $538K 0.07% +772 Timeline LQDW 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: 15,974 shares; 2026Q1: 22,199 shares 22,199 $537K 0.07% +6,225 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,044 shares; 2025Q2: 13,450 shares; 2025Q3: 12,886 shares; 2025Q4: 12,715 shares; 2026Q1: 11,428 shares 11,428 $534K 0.07% -1,287 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,274 shares; 2024Q4: 2,464 shares; 2025Q1: 1,746 shares; 2025Q2: 1,742 shares; 2025Q3: not reported; 2025Q4: 1,342 shares; 2026Q1: 3,766 shares 3,766 $533K 0.07% +2,424 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: 18,330 shares; 2024Q4: 18,330 shares; 2025Q1: 14,612 shares; 2025Q2: 9,015 shares; 2025Q3: 9,470 shares; 2025Q4: 9,605 shares; 2026Q1: 9,035 shares 9,035 $523K 0.07% -570 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 4,433 shares; 2026Q1: 4,408 shares 4,408 $506K 0.07% -25 Timeline EEMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,778 shares; 2026Q1: 29,778 shares 29,778 $503K 0.07% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,017 shares; 2025Q2: 8,507 shares; 2025Q3: 10,988 shares; 2025Q4: 19,291 shares; 2026Q1: 10,130 shares 10,130 $495K 0.06% -9,161 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: 2,613 shares; 2024Q4: 2,733 shares; 2025Q1: 2,784 shares; 2025Q2: 2,716 shares; 2025Q3: 2,919 shares; 2025Q4: 2,867 shares; 2026Q1: 3,330 shares 3,330 $493K 0.06% +463 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: not reported; 2024Q4: not reported; 2025Q1: 7,023 shares; 2025Q2: 6,210 shares; 2025Q3: 6,105 shares; 2025Q4: 5,986 shares; 2026Q1: 5,740 shares 5,740 $489K 0.06% -246 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $488K 0.06% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,539 shares; 2024Q4: 3,475 shares; 2025Q1: 3,861 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,753 shares; 2026Q1: 9,134 shares 9,134 $487K 0.06% +2,381 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,090 shares 1,090 $484K 0.06% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,376 shares 4,376 $483K 0.06% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 10,368 shares; 2025Q1: 6,048 shares; 2025Q2: 1,864 shares; 2025Q3: 1,236 shares; 2025Q4: 1,088 shares; 2026Q1: 3,198 shares 3,198 $470K 0.06% +2,110 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: not reported; 2025Q1: 9,860 shares; 2025Q2: 9,498 shares; 2025Q3: 13,164 shares; 2025Q4: 14,056 shares; 2026Q1: 9,356 shares 9,356 $470K 0.06% -4,700 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: not reported; 2024Q4: not reported; 2025Q1: 2,377 shares; 2025Q2: 3,003 shares; 2025Q3: 2,245 shares; 2025Q4: not reported; 2026Q1: 1,961 shares 1,961 $469K 0.06% new Timeline KR KROGER CO More: the full row for KROGER 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: 5,758 shares; 2026Q1: 6,458 shares 6,458 $467K 0.06% +700 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,380 shares 3,380 $464K 0.06% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,360 shares; 2025Q2: 15,615 shares; 2025Q3: 15,825 shares; 2025Q4: 16,207 shares; 2026Q1: 15,949 shares 15,949 $464K 0.06% -258 Timeline AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,001 shares; 2024Q4: 7,009 shares; 2025Q1: 6,306 shares; 2025Q2: 3,495 shares; 2025Q3: 3,498 shares; 2025Q4: 3,082 shares; 2026Q1: 3,070 shares 3,070 $455K 0.06% -12 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 7,211 shares; 2025Q1: 7,211 shares; 2025Q2: 7,211 shares; 2025Q3: 7,211 shares; 2025Q4: 7,211 shares; 2026Q1: 7,211 shares 7,211 $450K 0.06% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,850 shares; 2025Q2: 2,839 shares; 2025Q3: 2,770 shares; 2025Q4: 2,765 shares; 2026Q1: 1,387 shares 1,387 $448K 0.06% -1,378 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,121 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,638 shares 5,638 $447K 0.06% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,294 shares; 2025Q4: 12,247 shares; 2026Q1: 12,211 shares 12,211 $447K 0.06% -36 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,690 shares; 2025Q2: 2,585 shares; 2025Q3: not reported; 2025Q4: 1,905 shares; 2026Q1: 3,668 shares 3,668 $441K 0.06% +1,763 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,246 shares; 2024Q4: 5,246 shares; 2025Q1: 5,448 shares; 2025Q2: 4,655 shares; 2025Q3: 4,508 shares; 2025Q4: 4,505 shares; 2026Q1: 4,505 shares 4,505 $438K 0.06% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 5,347 shares; 2026Q1: 4,635 shares 4,635 $435K 0.06% -712 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,106 shares 20,106 $429K 0.06% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 100 shares; 2025Q1: 102 shares; 2025Q2: 102 shares; 2025Q3: 102 shares; 2025Q4: 104 shares; 2026Q1: 126 shares 126 $426K 0.06% +22 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: not reported; 2025Q3: not reported; 2025Q4: 1,867 shares; 2026Q1: 3,049 shares 3,049 $425K 0.06% +1,182 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,845 shares; 2025Q3: 11,739 shares; 2025Q4: 15,979 shares; 2026Q1: 5,862 shares 5,862 $425K 0.06% -10,117 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: not reported; 2025Q3: not reported; 2025Q4: 12,486 shares; 2026Q1: 4,201 shares 4,201 $423K 0.06% -8,285 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,480 shares; 2026Q1: 8,439 shares 8,439 $422K 0.06% -5,041 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,607 shares; 2024Q4: 7,212 shares; 2025Q1: 5,047 shares; 2025Q2: 4,347 shares; 2025Q3: 4,987 shares; 2025Q4: 2,648 shares; 2026Q1: 2,398 shares 2,398 $421K 0.06% -250 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: not reported; 2025Q2: not reported; 2025Q3: 13,350 shares; 2025Q4: 12,983 shares; 2026Q1: 14,514 shares 14,514 $421K 0.06% +1,531 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: 10,211 shares 10,211 $414K 0.05% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,288 shares; 2025Q1: 5,615 shares; 2025Q2: 7,879 shares; 2025Q3: 8,258 shares; 2025Q4: 7,640 shares; 2026Q1: 3,250 shares 3,250 $408K 0.05% -4,390 Timeline XJH 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: 8,972 shares 8,972 $407K 0.05% new Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,478 shares 16,478 $406K 0.05% new Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,459 shares; 2025Q2: 4,989 shares; 2025Q3: 5,294 shares; 2025Q4: not reported; 2026Q1: 8,149 shares 8,149 $404K 0.05% new 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: 9,422 shares; 2024Q4: 9,603 shares; 2025Q1: 1,181 shares; 2025Q2: 1,222 shares; 2025Q3: 1,449 shares; 2025Q4: 1,451 shares; 2026Q1: 1,599 shares 1,599 $397K 0.05% +148 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,158 shares 2,158 $393K 0.05% new 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: not reported; 2025Q2: not reported; 2025Q3: 2,198 shares; 2025Q4: 4,667 shares; 2026Q1: 4,512 shares 4,512 $391K 0.05% -155 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 876 shares; 2024Q4: 931 shares; 2025Q1: 989 shares; 2025Q2: 989 shares; 2025Q3: 989 shares; 2025Q4: 934 shares; 2026Q1: 843 shares 843 $390K 0.05% -91 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,398 shares; 2025Q2: 9,038 shares; 2025Q3: 9,324 shares; 2025Q4: 9,089 shares; 2026Q1: 9,251 shares 9,251 $387K 0.05% +162 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,430 shares 2,430 $386K 0.05% new Timeline FXZ FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $381K 0.05% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,655 shares; 2026Q1: 10,853 shares 10,853 $380K 0.05% -1,802 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,732 shares; 2025Q2: 17,183 shares; 2025Q3: 17,731 shares; 2025Q4: 15,770 shares; 2026Q1: 7,582 shares 7,582 $378K 0.05% -8,188 Timeline BIZD 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: 29,443 shares 29,443 $377K 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: 23,313 shares; 2025Q2: 34,391 shares; 2025Q3: 14,301 shares; 2025Q4: 20,730 shares; 2026Q1: 15,359 shares 15,359 $373K 0.05% -5,371 Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 20,981 shares; 2025Q3: 20,010 shares; 2025Q4: 5,353 shares; 2026Q1: 2,767 shares 2,767 $373K 0.05% -2,586 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,854 shares; 2026Q1: 6,615 shares 6,615 $363K 0.05% -239 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: 569 shares 569 $362K 0.05% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,548 shares; 2025Q3: 2,378 shares; 2025Q4: 3,071 shares; 2026Q1: 2,779 shares 2,779 $358K 0.05% -292 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,408 shares; 2026Q1: 9,700 shares 9,700 $357K 0.05% -2,708 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: 5,025 shares; 2025Q4: 4,917 shares; 2026Q1: 2,469 shares 2,469 $348K 0.05% -2,448 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,446 shares; 2025Q2: not reported; 2025Q3: 44,886 shares; 2025Q4: 45,119 shares; 2026Q1: 14,986 shares 14,986 $348K 0.05% -30,133 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: 2,456 shares; 2024Q4: 2,262 shares; 2025Q1: 3,664 shares; 2025Q2: 2,711 shares; 2025Q3: 2,702 shares; 2025Q4: 2,879 shares; 2026Q1: 3,607 shares 3,607 $348K 0.05% +728 Timeline SCZ 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: 4,197 shares; 2025Q2: 4,197 shares; 2025Q3: 4,197 shares; 2025Q4: 4,312 shares; 2026Q1: 4,416 shares 4,416 $346K 0.05% +104 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: 2,293 shares; 2024Q4: 2,679 shares; 2025Q1: 2,011 shares; 2025Q2: 2,315 shares; 2025Q3: 2,230 shares; 2025Q4: 5,379 shares; 2026Q1: 3,260 shares 3,260 $341K 0.04% -2,119 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,581 shares 6,581 $334K 0.04% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 585 shares; 2025Q4: 502 shares; 2026Q1: 471 shares 471 $334K 0.04% -31 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares 1,222 $331K 0.04% new Timeline ESGV 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: 2,935 shares 2,935 $330K 0.04% new 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: 1,042 shares; 2025Q2: 1,100 shares; 2025Q3: 1,328 shares; 2025Q4: 1,294 shares; 2026Q1: 1,459 shares 1,459 $328K 0.04% +165 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,804 shares 15,804 $323K 0.04% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,483 shares; 2025Q1: 2,487 shares; 2025Q2: 2,484 shares; 2025Q3: 2,088 shares; 2025Q4: 2,109 shares; 2026Q1: 2,106 shares 2,106 $322K 0.04% -3 Timeline EMXF 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: 6,718 shares 6,718 $321K 0.04% new Timeline EUFN 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: 10,000 shares; 2025Q2: 10,516 shares; 2025Q3: 10,516 shares; 2025Q4: 9,216 shares; 2026Q1: 9,216 shares 9,216 $321K 0.04% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,814 shares; 2025Q2: 6,805 shares; 2025Q3: 6,753 shares; 2025Q4: 6,753 shares; 2026Q1: 6,742 shares 6,742 $316K 0.04% -11 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,962 shares 3,962 $314K 0.04% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,147 shares; 2025Q4: 5,634 shares; 2026Q1: 5,932 shares 5,932 $312K 0.04% +298 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,181 shares; 2024Q4: not reported; 2025Q1: 24,098 shares; 2025Q2: 21,045 shares; 2025Q3: 23,140 shares; 2025Q4: 23,686 shares; 2026Q1: 22,414 shares 22,414 $306K 0.04% -1,272 Timeline BOTZ 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: 9,344 shares; 2025Q4: 9,344 shares; 2026Q1: 9,223 shares 9,223 $306K 0.04% -121 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,564 shares; 2025Q4: 7,836 shares; 2026Q1: 8,171 shares 8,171 $306K 0.04% +335 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,626 shares; 2025Q1: 2,621 shares; 2025Q2: 2,146 shares; 2025Q3: 2,146 shares; 2025Q4: 2,082 shares; 2026Q1: 2,082 shares 2,082 $304K 0.04% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,388 shares; 2026Q1: 1,511 shares 1,511 $303K 0.04% +123 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: 29,651 shares; 2024Q4: 15,337 shares; 2025Q1: 15,625 shares; 2025Q2: 8,130 shares; 2025Q3: 8,291 shares; 2025Q4: 5,950 shares; 2026Q1: 7,390 shares 7,390 $302K 0.04% +1,440 Timeline GALT GALECTIN THERAPEUTICS INC More: the full row for GALECTIN THERAPEUTICS 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: 106,139 shares; 2026Q1: 106,139 shares 106,139 $296K 0.04% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 15,042 shares; 2026Q1: 3,115 shares 3,115 $291K 0.04% -11,927 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,700 shares 2,700 $286K 0.04% new Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,776 shares 3,776 $285K 0.04% new Timeline NPO ENPRO INC More: the full row for ENPRO 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: 1,135 shares 1,135 $284K 0.04% new Timeline IAK 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: 2,210 shares 2,210 $284K 0.04% new Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to 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: 4,935 shares 4,935 $282K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,101 shares; 2024Q4: 3,101 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,822 shares; 2025Q4: 1,785 shares; 2026Q1: 1,935 shares 1,935 $281K 0.04% +150 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP 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: 17,576 shares; 2025Q4: 17,711 shares; 2026Q1: 18,679 shares 18,679 $281K 0.04% +968 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,136 shares 1,136 $278K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,990 shares 8,990 $276K 0.04% 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: 645 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 802 shares; 2026Q1: 777 shares 777 $273K 0.04% -25 Timeline IJK 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: 2,713 shares 2,713 $273K 0.04% new Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,112 shares 12,112 $272K 0.04% new Timeline PCAR PACCAR INC More: the full row for PACCAR 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: 2,326 shares 2,326 $269K 0.04% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 6,291 shares; 2026Q1: 6,672 shares 6,672 $262K 0.03% +381 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to 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: 3,393 shares; 2026Q1: 3,580 shares 3,580 $260K 0.03% +187 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,670 shares 8,670 $260K 0.03% new Timeline MLPX 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: 3,445 shares; 2026Q1: 3,488 shares 3,488 $258K 0.03% +43 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,602 shares 7,602 $257K 0.03% new 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: 2,075 shares; 2024Q4: 2,161 shares; 2025Q1: 2,448 shares; 2025Q2: 2,474 shares; 2025Q3: 1,966 shares; 2025Q4: 1,969 shares; 2026Q1: 1,947 shares 1,947 $255K 0.03% -22 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 963 shares; 2025Q4: 862 shares; 2026Q1: 1,057 shares 1,057 $254K 0.03% +195 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,233 shares; 2025Q4: 11,777 shares; 2026Q1: 2,133 shares 2,133 $253K 0.03% -9,644 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: not reported; 2025Q2: not reported; 2025Q3: 6,178 shares; 2025Q4: 6,264 shares; 2026Q1: 2,689 shares 2,689 $249K 0.03% -3,575 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES 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: 5,522 shares 5,522 $249K 0.03% 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: 1,946 shares; 2024Q4: 1,722 shares; 2025Q1: 2,351 shares; 2025Q2: 2,540 shares; 2025Q3: 1,409 shares; 2025Q4: 1,434 shares; 2026Q1: 1,495 shares 1,495 $247K 0.03% +61 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,441 shares; 2025Q4: 1,431 shares; 2026Q1: 1,511 shares 1,511 $244K 0.03% +80 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,436 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 3,436 shares; 2026Q1: 3,436 shares 3,436 $244K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 850 shares 850 $241K 0.03% new Timeline SPHY 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: 8,739 shares; 2026Q1: 10,339 shares 10,339 $241K 0.03% +1,600 Timeline VSGX 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: 3,314 shares 3,314 $238K 0.03% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,319 shares; 2024Q4: 2,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,712 shares; 2025Q4: not reported; 2026Q1: 2,452 shares 2,452 $237K 0.03% new Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,877 shares; 2025Q2: 10,278 shares; 2025Q3: 9,534 shares; 2025Q4: 9,534 shares; 2026Q1: 9,534 shares 9,534 $235K 0.03% 0 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: 988 shares; 2024Q4: 938 shares; 2025Q1: 978 shares; 2025Q2: 1,008 shares; 2025Q3: 964 shares; 2025Q4: 952 shares; 2026Q1: 968 shares 968 $235K 0.03% +16 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,376 shares; 2025Q4: 11,037 shares; 2026Q1: 11,703 shares 11,703 $235K 0.03% +666 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,933 shares; 2024Q4: 3,983 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,237 shares 1,237 $235K 0.03% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,142 shares 2,142 $234K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,507 shares 2,507 $233K 0.03% new Timeline PZA 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: 74,963 shares; 2025Q2: 15,821 shares; 2025Q3: 13,583 shares; 2025Q4: 10,383 shares; 2026Q1: 10,091 shares 10,091 $232K 0.03% -292 Timeline KLRS KALARIS THERAPEUTICS INC More: the full row for KALARIS THERAPEUTICS 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: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $231K 0.03% 0 Timeline SIL 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: 2,550 shares 2,550 $230K 0.03% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,502 shares; 2026Q1: 2,602 shares 2,602 $229K 0.03% +100 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to 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: 3,427 shares 3,427 $225K 0.03% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 679 shares; 2026Q1: 683 shares 683 $224K 0.03% +4 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,587 shares; 2025Q2: 10,637 shares; 2025Q3: 10,589 shares; 2025Q4: 11,149 shares; 2026Q1: 10,589 shares 10,589 $224K 0.03% -560 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,816 shares 4,816 $224K 0.03% new Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,816 shares 4,816 $219K 0.03% new Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY 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: 6,987 shares 6,987 $218K 0.03% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP 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: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,112 shares; 2026Q1: 1,166 shares 1,166 $218K 0.03% +54 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 862 shares 862 $213K 0.03% 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: 1,894 shares; 2026Q1: 1,969 shares 1,969 $211K 0.03% +75 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,104 shares 1,104 $209K 0.03% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,937 shares 3,937 $208K 0.03% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,810 shares; 2026Q1: 5,775 shares 5,775 $205K 0.03% -2,035 Timeline IJJ 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: 1,540 shares 1,540 $204K 0.03% 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: 962 shares; 2025Q2: not reported; 2025Q3: 664 shares; 2025Q4: 655 shares; 2026Q1: 650 shares 650 $204K 0.03% -5 Timeline PXJ 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: 4,916 shares 4,916 $204K 0.03% new Timeline VPU 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: 1,089 shares; 2025Q4: not reported; 2026Q1: 1,027 shares 1,027 $204K 0.03% new Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,400 shares; 2025Q4: 8,400 shares; 2026Q1: 8,400 shares 8,400 $203K 0.03% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,013 shares 2,013 $202K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,021 shares 6,021 $202K 0.03% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,285 shares; 2024Q4: 17,285 shares; 2025Q1: 18,517 shares; 2025Q2: not reported; 2025Q3: 10,679 shares; 2025Q4: 11,996 shares; 2026Q1: 10,752 shares 10,752 $194K 0.03% -1,244 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,871 shares; 2025Q2: not reported; 2025Q3: 10,178 shares; 2025Q4: 10,178 shares; 2026Q1: 10,178 shares 10,178 $188K 0.02% 0 Timeline SNAP SNAP INC More: the full row for SNAP 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: 11,642 shares; 2025Q4: 19,278 shares; 2026Q1: 23,969 shares 23,969 $110K 0.01% +4,691 Timeline CRD-A CRAWFORD & CO More: the full row for CRAWFORD & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,948 shares 10,948 $109K 0.01% new Timeline SWZ TOTAL RETURN SECURITIES FUND More: the full row for TOTAL RETURN SECURITIES FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,458 shares 14,458 $85.7K 0.01% new Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,695 shares; 2025Q4: 11,720 shares; 2026Q1: 11,796 shares 11,796 $69.1K 0.01% +76 Timeline INV INNVENTURE INC More: the full row for INNVENTURE 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: 10,780 shares; 2025Q3: 10,780 shares; 2025Q4: 10,780 shares; 2026Q1: 16,718 shares 16,718 $65.4K 0.01% +5,938 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,645 shares; 2025Q2: 10,645 shares; 2025Q3: 12,411 shares; 2025Q4: 12,244 shares; 2026Q1: 12,344 shares 12,344 $34.4K <0.01% +100 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,352 shares; 2025Q2: not reported; 2025Q3: 18,661 shares; 2025Q4: 18,661 shares; 2026Q1: 15,505 shares 15,505 $23.6K <0.01% -3,156 Timeline