QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 773,368 shares; 2024Q4: 810,658 shares; 2025Q1: 839,751 shares; 2025Q2: 917,558 shares; 2025Q3: 888,907 shares; 2025Q4: 934,161 shares; 2026Q1: 1,003,302 shares 1,003,302 $239M 7.6% +69,141 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: 1,319,267 shares; 2024Q4: 1,383,781 shares; 2025Q1: 1,424,985 shares; 2025Q2: 1,578,456 shares; 2025Q3: 1,527,305 shares; 2025Q4: 136,524 shares; 2026Q1: 1,721,557 shares 1,721,557 $169M 5.37% +1,585,033 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 996,537 shares; 2024Q4: 974,386 shares; 2025Q1: 975,394 shares; 2025Q2: 954,071 shares; 2025Q3: 939,223 shares; 2025Q4: 857,514 shares; 2026Q1: 839,990 shares 839,990 $147M 4.67% -17,524 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: 1,767,302 shares; 2024Q4: 1,865,202 shares; 2025Q1: 2,012,915 shares; 2025Q2: 2,096,598 shares; 2025Q3: 2,293,918 shares; 2025Q4: 2,410,365 shares; 2026Q1: 2,552,495 shares 2,552,495 $144M 4.6% +142,130 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770,126 shares; 2024Q4: 828,411 shares; 2025Q1: 1,000,016 shares; 2025Q2: 1,129,325 shares; 2025Q3: 1,370,358 shares; 2025Q4: 1,486,642 shares; 2026Q1: 1,575,292 shares 1,575,292 $137M 4.35% +88,650 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: 725,693 shares; 2024Q4: 765,921 shares; 2025Q1: 847,280 shares; 2025Q2: 850,718 shares; 2025Q3: 989,763 shares; 2025Q4: 1,073,583 shares; 2026Q1: 1,245,263 shares 1,245,263 $124M 3.94% +171,680 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: 274,931 shares; 2024Q4: 262,352 shares; 2025Q1: 235,919 shares; 2025Q2: 223,046 shares; 2025Q3: 204,011 shares; 2025Q4: 202,174 shares; 2026Q1: 282,979 shares 282,979 $105M 3.35% +80,805 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: 368,983 shares; 2024Q4: 365,292 shares; 2025Q1: 376,678 shares; 2025Q2: 377,863 shares; 2025Q3: 382,380 shares; 2025Q4: 403,403 shares; 2026Q1: 404,232 shares 404,232 $103M 3.27% +829 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: 308,277 shares; 2024Q4: 315,401 shares; 2025Q1: 326,612 shares; 2025Q2: 350,042 shares; 2025Q3: 329,432 shares; 2025Q4: 672,297 shares; 2026Q1: 695,091 shares 695,091 $92.4M 2.94% +22,794 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: 237,633 shares; 2024Q4: 253,542 shares; 2025Q1: 265,678 shares; 2025Q2: 265,302 shares; 2025Q3: 273,093 shares; 2025Q4: 275,943 shares; 2026Q1: 271,525 shares 271,525 $77.9M 2.48% -4,418 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: 1,003,906 shares; 2024Q4: 1,052,922 shares; 2025Q1: 1,036,357 shares; 2025Q2: 1,073,396 shares; 2025Q3: 1,251,067 shares; 2025Q4: 1,333,583 shares; 2026Q1: 1,486,023 shares 1,486,023 $73.4M 2.34% +152,440 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238,456 shares; 2024Q4: 244,535 shares; 2025Q1: 241,292 shares; 2025Q2: 259,877 shares; 2025Q3: 267,216 shares; 2025Q4: 549,871 shares; 2026Q1: 578,818 shares 578,818 $63.1M 2.01% +28,947 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 314,631 shares; 2024Q4: 317,567 shares; 2025Q1: 334,287 shares; 2025Q2: 321,458 shares; 2025Q3: 383,063 shares; 2025Q4: 395,704 shares; 2026Q1: 387,824 shares 387,824 $56.9M 1.81% -7,880 Timeline LGLV 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: 238,752 shares; 2024Q4: 250,944 shares; 2025Q1: 261,114 shares; 2025Q2: 259,539 shares; 2025Q3: 297,844 shares; 2025Q4: 315,628 shares; 2026Q1: 309,038 shares 309,038 $55.1M 1.75% -6,590 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: 134,593 shares; 2024Q4: 136,679 shares; 2025Q1: 136,773 shares; 2025Q2: 134,616 shares; 2025Q3: 135,402 shares; 2025Q4: 133,930 shares; 2026Q1: 144,455 shares 144,455 $53.5M 1.7% +10,525 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: 632,126 shares; 2024Q4: 1,908,587 shares; 2025Q1: 1,926,141 shares; 2025Q2: 1,915,554 shares; 2025Q3: 1,903,678 shares; 2025Q4: 1,888,374 shares; 2026Q1: 1,729,734 shares 1,729,734 $53.1M 1.69% -158,640 Timeline PWZ 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: 1,166,001 shares; 2024Q4: 1,230,304 shares; 2025Q1: 1,312,859 shares; 2025Q2: 1,219,896 shares; 2025Q3: 1,732,806 shares; 2025Q4: 1,749,867 shares; 2026Q1: 1,912,976 shares 1,912,976 $45.7M 1.45% +163,109 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118,303 shares; 2024Q4: 1,200,094 shares; 2025Q1: 1,326,596 shares; 2025Q2: 1,340,903 shares; 2025Q3: 1,263,871 shares; 2025Q4: 203,753 shares; 2026Q1: 1,513,411 shares 1,513,411 $44M 1.4% +1,309,658 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: 130,420 shares; 2024Q4: 43,990 shares; 2025Q1: 38,635 shares; 2025Q2: 156,338 shares; 2025Q3: 141,521 shares; 2025Q4: 145,143 shares; 2026Q1: 133,860 shares 133,860 $44M 1.4% -11,283 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,566 shares; 2024Q4: 80,305 shares; 2025Q1: 107,634 shares; 2025Q2: 120,433 shares; 2025Q3: 164,010 shares; 2025Q4: 200,586 shares; 2026Q1: 1,167,140 shares 1,167,140 $43.1M 1.37% +966,554 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: 170,800 shares; 2024Q4: 177,450 shares; 2025Q1: 182,610 shares; 2025Q2: 180,914 shares; 2025Q3: 186,806 shares; 2025Q4: 196,357 shares; 2026Q1: 201,720 shares 201,720 $42M 1.34% +5,363 Timeline SPTS 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: 569,035 shares; 2024Q4: 585,416 shares; 2025Q1: 656,814 shares; 2025Q2: 665,709 shares; 2025Q3: 1,119,208 shares; 2025Q4: 1,208,147 shares; 2026Q1: 1,411,255 shares 1,411,255 $41.3M 1.31% +203,108 Timeline SMMD 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: 115,875 shares; 2025Q3: 443,973 shares; 2025Q4: 471,055 shares; 2026Q1: 502,333 shares 502,333 $38.4M 1.22% +31,278 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,141 shares; 2024Q4: 282,487 shares; 2025Q1: 306,980 shares; 2025Q2: 315,034 shares; 2025Q3: 373,147 shares; 2025Q4: 404,052 shares; 2026Q1: 447,166 shares 447,166 $36.7M 1.17% +43,114 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777,258 shares; 2024Q4: 827,991 shares; 2025Q1: 833,204 shares; 2025Q2: 861,670 shares; 2025Q3: 849,030 shares; 2025Q4: 857,820 shares; 2026Q1: 858,108 shares 858,108 $36.5M 1.16% +288 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: 36,602 shares; 2024Q4: 36,786 shares; 2025Q1: 35,785 shares; 2025Q2: 34,359 shares; 2025Q3: 34,301 shares; 2025Q4: 339,007 shares; 2026Q1: 378,155 shares 378,155 $36.4M 1.16% +39,148 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,047 shares; 2024Q4: 328,653 shares; 2025Q1: 320,632 shares; 2025Q2: 338,493 shares; 2025Q3: 285,277 shares; 2025Q4: 297,306 shares; 2026Q1: 305,213 shares 305,213 $33.9M 1.08% +7,907 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777,784 shares; 2024Q4: 803,563 shares; 2025Q1: 783,548 shares; 2025Q2: 845,883 shares; 2025Q3: 767,749 shares; 2025Q4: 776,868 shares; 2026Q1: 808,098 shares 808,098 $32.5M 1.03% +31,230 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: 243,969 shares; 2024Q4: 266,807 shares; 2025Q1: 350,981 shares; 2025Q2: 539,982 shares; 2025Q3: 597,737 shares; 2025Q4: 652,830 shares; 2026Q1: 607,469 shares 607,469 $30.8M 0.98% -45,361 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: 10,655 shares; 2024Q4: 11,514 shares; 2025Q1: 17,592 shares; 2025Q2: 22,127 shares; 2025Q3: 25,834 shares; 2025Q4: 24,730 shares; 2026Q1: 52,064 shares 52,064 $29.8M 0.95% +27,334 Timeline SPMD 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: 351,428 shares; 2024Q4: 373,892 shares; 2025Q1: 398,375 shares; 2025Q2: 420,465 shares; 2025Q3: 443,919 shares; 2025Q4: 470,304 shares; 2026Q1: 499,427 shares 499,427 $29.6M 0.94% +29,123 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,453 shares; 2024Q4: 107,753 shares; 2025Q1: 108,162 shares; 2025Q2: 117,729 shares; 2025Q3: 114,711 shares; 2025Q4: 118,640 shares; 2026Q1: 116,265 shares 116,265 $29.5M 0.94% -2,375 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: 37,115 shares; 2024Q4: 39,928 shares; 2025Q1: 40,288 shares; 2025Q2: 41,817 shares; 2025Q3: 41,777 shares; 2025Q4: 41,483 shares; 2026Q1: 39,387 shares 39,387 $25.7M 0.82% -2,096 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: 5,746 shares; 2024Q4: 5,592 shares; 2025Q1: 5,467 shares; 2025Q2: 6,215 shares; 2025Q3: 6,483 shares; 2025Q4: 7,277 shares; 2026Q1: 57,533 shares 57,533 $24.4M 0.78% +50,256 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,008 shares; 2024Q4: 123,664 shares; 2025Q1: 128,607 shares; 2025Q2: 136,101 shares; 2025Q3: 140,838 shares; 2025Q4: 149,621 shares; 2026Q1: 148,826 shares 148,826 $24.1M 0.77% -795 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: 367,716 shares; 2024Q4: 387,972 shares; 2025Q1: 425,027 shares; 2025Q2: 433,477 shares; 2025Q3: 495,903 shares; 2025Q4: 520,262 shares; 2026Q1: 581,690 shares 581,690 $23.8M 0.76% +61,428 Timeline GK ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820,976 shares; 2024Q4: 882,506 shares; 2025Q1: 894,995 shares; 2025Q2: 906,950 shares; 2025Q3: 920,489 shares; 2025Q4: 934,728 shares; 2026Q1: 948,306 shares 948,306 $22.4M 0.71% +13,578 Timeline SHM 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: 323,963 shares; 2024Q4: 351,713 shares; 2025Q1: 387,490 shares; 2025Q2: 397,039 shares; 2025Q3: 411,727 shares; 2025Q4: 417,161 shares; 2026Q1: 461,973 shares 461,973 $22.1M 0.7% +44,812 Timeline URTH 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: 77,331 shares; 2024Q4: 78,136 shares; 2025Q1: 77,179 shares; 2025Q2: 79,757 shares; 2025Q3: 100,993 shares; 2025Q4: 103,282 shares; 2026Q1: 103,332 shares 103,332 $18.6M 0.59% +50 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 675 shares; 2025Q1: 11,925 shares; 2025Q2: 14,364 shares; 2025Q3: 15,482 shares; 2025Q4: 19,159 shares; 2026Q1: 20,601 shares 20,601 $18M 0.57% +1,442 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: 26,318 shares; 2024Q4: 32,719 shares; 2025Q1: 40,612 shares; 2025Q2: 41,362 shares; 2025Q3: 43,934 shares; 2025Q4: 54,191 shares; 2026Q1: 57,215 shares 57,215 $17.7M 0.56% +3,024 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: 26,062 shares; 2024Q4: 28,409 shares; 2025Q1: 30,411 shares; 2025Q2: 28,541 shares; 2025Q3: 28,287 shares; 2025Q4: 33,080 shares; 2026Q1: 30,205 shares 30,205 $17.4M 0.56% -2,875 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: 13,838 shares; 2024Q4: 14,624 shares; 2025Q1: 14,248 shares; 2025Q2: 42,084 shares; 2025Q3: 42,565 shares; 2025Q4: 42,301 shares; 2026Q1: 143,282 shares 143,282 $17M 0.54% +100,981 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: 381,039 shares; 2024Q4: 380,748 shares; 2025Q1: 463,054 shares; 2025Q2: 499,706 shares; 2025Q3: 677,032 shares; 2025Q4: 679,313 shares; 2026Q1: 734,645 shares 734,645 $16.9M 0.54% +55,332 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: 23,738 shares; 2024Q4: 23,728 shares; 2025Q1: 24,955 shares; 2025Q2: 25,178 shares; 2025Q3: 25,151 shares; 2025Q4: 25,376 shares; 2026Q1: 25,230 shares 25,230 $16.4M 0.52% -146 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: 298,687 shares; 2024Q4: 284,102 shares; 2025Q1: 273,384 shares; 2025Q2: 386,673 shares; 2025Q3: 412,244 shares; 2025Q4: 432,437 shares; 2026Q1: 447,730 shares 447,730 $16.4M 0.52% +15,293 Timeline XMHQ 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: 104,242 shares; 2024Q4: 143,401 shares; 2025Q1: 147,696 shares; 2025Q2: 125,776 shares; 2025Q3: 137,633 shares; 2025Q4: 144,273 shares; 2026Q1: 152,543 shares 152,543 $15.8M 0.5% +8,270 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: 40,219 shares; 2024Q4: 44,831 shares; 2025Q1: 47,450 shares; 2025Q2: 50,843 shares; 2025Q3: 52,367 shares; 2025Q4: 56,080 shares; 2026Q1: 54,285 shares 54,285 $15.6M 0.5% -1,795 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,910 shares; 2025Q3: 30,763 shares; 2025Q4: 48,560 shares; 2026Q1: 471,124 shares 471,124 $15.6M 0.5% +422,564 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,576 shares; 2024Q4: 253,856 shares; 2025Q1: 262,632 shares; 2025Q2: 267,513 shares; 2025Q3: 276,250 shares; 2025Q4: 269,811 shares; 2026Q1: 274,026 shares 274,026 $13.9M 0.44% +4,215 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: 2,059 shares; 2024Q4: 6,522 shares; 2025Q1: 7,745 shares; 2025Q2: 9,472 shares; 2025Q3: 9,795 shares; 2025Q4: 12,075 shares; 2026Q1: 13,932 shares 13,932 $12.8M 0.41% +1,857 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: 76,631 shares; 2024Q4: 81,044 shares; 2025Q1: 115,923 shares; 2025Q2: 127,716 shares; 2025Q3: 131,921 shares; 2025Q4: 23,047 shares; 2026Q1: 126,520 shares 126,520 $11.2M 0.36% +103,473 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: 14,159 shares; 2024Q4: 16,462 shares; 2025Q1: 18,499 shares; 2025Q2: 19,780 shares; 2025Q3: 20,114 shares; 2025Q4: 23,266 shares; 2026Q1: 23,129 shares 23,129 $11.1M 0.35% -137 Timeline CLIP 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: 23,250 shares; 2024Q4: 27,923 shares; 2025Q1: 28,331 shares; 2025Q2: 48,405 shares; 2025Q3: 50,621 shares; 2025Q4: 88,083 shares; 2026Q1: 108,770 shares 108,770 $10.9M 0.35% +20,687 Timeline USMV 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: 126,118 shares; 2024Q4: 124,079 shares; 2025Q1: 122,441 shares; 2025Q2: 121,516 shares; 2025Q3: 120,927 shares; 2025Q4: 119,794 shares; 2026Q1: 114,115 shares 114,115 $10.6M 0.34% -5,679 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,056 shares; 2026Q1: 30,969 shares 30,969 $10.5M 0.33% +28,913 Timeline JPSE 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: 177,764 shares; 2024Q4: 177,479 shares; 2025Q1: 185,657 shares; 2025Q2: 188,962 shares; 2025Q3: 193,075 shares; 2025Q4: 195,859 shares; 2026Q1: 190,331 shares 190,331 $9.98M 0.32% -5,528 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: 1,140 shares; 2024Q4: 1,140 shares; 2025Q1: 1,173 shares; 2025Q2: 18,733 shares; 2025Q3: 20,064 shares; 2025Q4: 20,765 shares; 2026Q1: 22,111 shares 22,111 $9.43M 0.3% +1,346 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,806 shares; 2024Q4: 417,388 shares; 2025Q1: 401,011 shares; 2025Q2: 394,187 shares; 2025Q3: 399,150 shares; 2025Q4: 382,182 shares; 2026Q1: 345,518 shares 345,518 $9.43M 0.3% -36,664 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: 196,597 shares; 2024Q4: 193,499 shares; 2025Q1: 185,884 shares; 2025Q2: 183,199 shares; 2025Q3: 180,567 shares; 2025Q4: 173,273 shares; 2026Q1: 174,783 shares 174,783 $9.32M 0.3% +1,510 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: 37,464 shares; 2024Q4: 37,767 shares; 2025Q1: 38,091 shares; 2025Q2: 37,545 shares; 2025Q3: 37,564 shares; 2025Q4: 33,775 shares; 2026Q1: 27,235 shares 27,235 $8.94M 0.28% -6,540 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: 417,314 shares; 2024Q4: 436,953 shares; 2025Q1: 405,393 shares; 2025Q2: 385,344 shares; 2025Q3: 386,754 shares; 2025Q4: 390,669 shares; 2026Q1: 314,145 shares 314,145 $8.05M 0.26% -76,524 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: 22,886 shares; 2024Q4: 23,208 shares; 2025Q1: 23,276 shares; 2025Q2: 23,420 shares; 2025Q3: 23,923 shares; 2025Q4: 24,555 shares; 2026Q1: 24,922 shares 24,922 $8M 0.25% +367 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: 64,769 shares; 2024Q4: 64,732 shares; 2025Q1: 64,559 shares; 2025Q2: 71,302 shares; 2025Q3: 75,549 shares; 2025Q4: 73,957 shares; 2026Q1: 75,230 shares 75,230 $7.99M 0.25% +1,273 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,305 shares; 2024Q4: 230,012 shares; 2025Q1: 234,539 shares; 2025Q2: 232,156 shares; 2025Q3: 233,680 shares; 2025Q4: 237,326 shares; 2026Q1: 238,837 shares 238,837 $7.97M 0.25% +1,511 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,517 shares; 2026Q1: 25,531 shares 25,531 $7.57M 0.24% -7,986 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 53,558 shares; 2026Q1: 59,295 shares 59,295 $7.49M 0.24% +5,737 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,754 shares; 2024Q4: 169,862 shares; 2025Q1: 171,679 shares; 2025Q2: 180,809 shares; 2025Q3: 187,703 shares; 2025Q4: 191,895 shares; 2026Q1: 194,150 shares 194,150 $7.46M 0.24% +2,255 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: 6,849 shares; 2024Q4: 7,278 shares; 2025Q1: 9,022 shares; 2025Q2: 9,426 shares; 2025Q3: 10,912 shares; 2025Q4: 11,867 shares; 2026Q1: 12,359 shares 12,359 $7.39M 0.24% +492 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,092 shares; 2024Q4: 25,190 shares; 2025Q1: 58,019 shares; 2025Q2: 105,287 shares; 2025Q3: 125,429 shares; 2025Q4: 147,645 shares; 2026Q1: 162,881 shares 162,881 $6.89M 0.22% +15,236 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: 123,159 shares; 2024Q4: 123,515 shares; 2025Q1: 122,786 shares; 2025Q2: 100,843 shares; 2025Q3: 95,733 shares; 2025Q4: 86,797 shares; 2026Q1: 70,342 shares 70,342 $6.78M 0.22% -16,455 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: 13,001 shares; 2024Q4: 13,207 shares; 2025Q1: 16,319 shares; 2025Q2: 17,801 shares; 2025Q3: 20,528 shares; 2025Q4: 23,816 shares; 2026Q1: 23,023 shares 23,023 $6.77M 0.22% -793 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: 185,425 shares 185,425 $6.26M 0.2% new 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: 251,599 shares; 2024Q4: 272,917 shares; 2025Q1: 267,530 shares; 2025Q2: 217,404 shares; 2025Q3: 217,487 shares; 2025Q4: 225,512 shares; 2026Q1: 203,233 shares 203,233 $6.16M 0.2% -22,279 Timeline SPSM 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: 636,230 shares; 2024Q4: 674,962 shares; 2025Q1: 724,357 shares; 2025Q2: 635,762 shares; 2025Q3: 156,339 shares; 2025Q4: 151,085 shares; 2026Q1: 124,320 shares 124,320 $6.01M 0.19% -26,765 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: 17,313 shares; 2025Q1: 49,157 shares; 2025Q2: 68,105 shares; 2025Q3: 92,535 shares; 2025Q4: 90,992 shares; 2026Q1: 84,332 shares 84,332 $5.95M 0.19% -6,660 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: 4,017 shares; 2024Q4: 4,129 shares; 2025Q1: 4,071 shares; 2025Q2: 4,893 shares; 2025Q3: 5,148 shares; 2025Q4: 5,498 shares; 2026Q1: 5,941 shares 5,941 $5.92M 0.19% +443 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: 9,228 shares; 2025Q2: 28,684 shares; 2025Q3: 44,854 shares; 2025Q4: 52,338 shares; 2026Q1: 59,420 shares 59,420 $5.77M 0.18% +7,082 Timeline QQQJ 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: 157,883 shares; 2024Q4: 169,806 shares; 2025Q1: 166,608 shares; 2025Q2: 167,258 shares; 2025Q3: 170,184 shares; 2025Q4: 169,107 shares; 2026Q1: 152,956 shares 152,956 $5.54M 0.18% -16,151 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: 11,189 shares; 2024Q4: 12,091 shares; 2025Q1: 12,093 shares; 2025Q2: 12,264 shares; 2025Q3: 12,427 shares; 2025Q4: 12,667 shares; 2026Q1: 37,659 shares 37,659 $5.51M 0.18% +24,992 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: 10,041 shares; 2024Q4: 28,382 shares; 2025Q1: 38,213 shares; 2025Q2: 41,485 shares; 2025Q3: 42,338 shares; 2025Q4: 44,881 shares; 2026Q1: 43,520 shares 43,520 $5.41M 0.17% -1,361 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,534 shares; 2026Q1: 9,488 shares 9,488 $5.25M 0.17% +3,954 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,373 shares; 2024Q4: 10,833 shares; 2025Q1: 11,045 shares; 2025Q2: 11,798 shares; 2025Q3: 12,370 shares; 2025Q4: 12,584 shares; 2026Q1: 11,811 shares 11,811 $4.92M 0.16% -773 Timeline CMF 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: 9,915 shares; 2024Q4: 14,028 shares; 2025Q1: 20,163 shares; 2025Q2: 22,691 shares; 2025Q3: 49,942 shares; 2025Q4: 41,114 shares; 2026Q1: 83,506 shares 83,506 $4.75M 0.15% +42,392 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 2,580 shares; 2025Q1: 2,826 shares; 2025Q2: 1,251 shares; 2025Q3: 1,410 shares; 2025Q4: 3,167 shares; 2026Q1: 3,577 shares 3,577 $4.73M 0.15% +410 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,250 shares; 2024Q4: 59,087 shares; 2025Q1: 74,190 shares; 2025Q2: 91,327 shares; 2025Q3: 106,489 shares; 2025Q4: 123,671 shares; 2026Q1: 135,658 shares 135,658 $4.67M 0.15% +11,987 Timeline IYF 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: 28,056 shares; 2024Q4: 28,722 shares; 2025Q1: 29,833 shares; 2025Q2: 32,845 shares; 2025Q3: 33,860 shares; 2025Q4: 36,645 shares; 2026Q1: 37,957 shares 37,957 $4.47M 0.14% +1,312 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: 71,877 shares; 2024Q4: 74,415 shares; 2025Q1: 74,137 shares; 2025Q2: 73,739 shares; 2025Q3: 74,564 shares; 2025Q4: 73,862 shares; 2026Q1: 36,742 shares 36,742 $4.24M 0.14% -37,120 Timeline XHB 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: 41,338 shares; 2024Q4: 41,018 shares; 2025Q1: 45,143 shares; 2025Q2: 46,728 shares; 2025Q3: 39,923 shares; 2025Q4: 40,511 shares; 2026Q1: 42,480 shares 42,480 $4.19M 0.13% +1,969 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: 75,610 shares; 2024Q4: 87,578 shares; 2025Q1: 83,453 shares; 2025Q2: 80,391 shares; 2025Q3: 62,165 shares; 2025Q4: 61,722 shares; 2026Q1: 54,767 shares 54,767 $4.19M 0.13% -6,955 Timeline ITB 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: 64,988 shares; 2024Q4: 63,162 shares; 2025Q1: 62,886 shares; 2025Q2: 51,734 shares; 2025Q3: 50,786 shares; 2025Q4: 50,664 shares; 2026Q1: 44,637 shares 44,637 $4.04M 0.13% -6,027 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,945 shares; 2024Q4: 61,769 shares; 2025Q1: 59,402 shares; 2025Q2: 57,370 shares; 2025Q3: 58,185 shares; 2025Q4: 56,479 shares; 2026Q1: 56,485 shares 56,485 $4.01M 0.13% +6 Timeline AIQ 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: 10,489 shares; 2024Q4: 16,036 shares; 2025Q1: 21,751 shares; 2025Q2: 57,410 shares; 2025Q3: 73,093 shares; 2025Q4: 73,429 shares; 2026Q1: 82,852 shares 82,852 $3.87M 0.12% +9,423 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,105 shares; 2024Q4: 102,111 shares; 2025Q1: 102,105 shares; 2025Q2: 97,105 shares; 2025Q3: 95,073 shares; 2025Q4: 95,253 shares; 2026Q1: 99,045 shares 99,045 $3.76M 0.12% +3,792 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: 6,109 shares; 2024Q4: 6,279 shares; 2025Q1: 6,571 shares; 2025Q2: 6,938 shares; 2025Q3: 7,763 shares; 2025Q4: 7,821 shares; 2026Q1: 8,516 shares 8,516 $3.66M 0.12% +695 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,483 shares; 2024Q4: 15,308 shares; 2025Q1: 15,658 shares; 2025Q2: 16,022 shares; 2025Q3: 16,992 shares; 2025Q4: 20,880 shares; 2026Q1: 20,882 shares 20,882 $3.35M 0.11% +2 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,210 shares; 2024Q4: 16,361 shares; 2025Q1: 16,847 shares; 2025Q2: 16,898 shares; 2025Q3: 16,198 shares; 2025Q4: 15,992 shares; 2026Q1: 14,559 shares 14,559 $3.18M 0.1% -1,433 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,967 shares; 2024Q4: 449,416 shares; 2025Q1: 339,322 shares; 2025Q2: 171,363 shares; 2025Q3: 125,524 shares; 2025Q4: 107,279 shares; 2026Q1: 85,710 shares 85,710 $3.17M 0.1% -21,569 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,349 shares; 2024Q4: 25,360 shares; 2025Q1: 24,536 shares; 2025Q2: 22,425 shares; 2025Q3: 22,526 shares; 2025Q4: 23,038 shares; 2026Q1: 23,143 shares 23,143 $3.06M 0.1% +105 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: 5,376 shares; 2024Q4: 5,507 shares; 2025Q1: 5,135 shares; 2025Q2: 4,883 shares; 2025Q3: 4,884 shares; 2025Q4: 4,670 shares; 2026Q1: 4,417 shares 4,417 $3.01M 0.1% -253 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: 3,296 shares; 2024Q4: 3,759 shares; 2025Q1: 4,449 shares; 2025Q2: 5,966 shares; 2025Q3: 8,057 shares; 2025Q4: 8,950 shares; 2026Q1: 7,687 shares 7,687 $3M 0.1% -1,263 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 35,094 shares; 2026Q1: 84,379 shares 84,379 $2.89M 0.09% +49,285 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: 34,601 shares; 2024Q4: 51,942 shares; 2025Q1: 55,131 shares; 2025Q2: 56,979 shares; 2025Q3: 68,199 shares; 2025Q4: 77,416 shares; 2026Q1: 74,695 shares 74,695 $2.87M 0.09% -2,721 Timeline PBE 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: 217,041 shares; 2024Q4: 223,568 shares; 2025Q1: 243,959 shares; 2025Q2: 254,172 shares; 2025Q3: 46,137 shares; 2025Q4: 42,909 shares; 2026Q1: 35,240 shares 35,240 $2.79M 0.09% -7,669 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: 35,234 shares; 2024Q4: 36,253 shares; 2025Q1: 33,531 shares; 2025Q2: 32,370 shares; 2025Q3: 30,943 shares; 2025Q4: 30,445 shares; 2026Q1: 29,626 shares 29,626 $2.75M 0.09% -819 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: 6,663 shares; 2024Q4: 6,644 shares; 2025Q1: 6,606 shares; 2025Q2: 6,667 shares; 2025Q3: 7,224 shares; 2025Q4: 7,607 shares; 2026Q1: 7,505 shares 7,505 $2.64M 0.08% -102 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: 1,478 shares; 2024Q4: 1,505 shares; 2025Q1: 2,798 shares; 2025Q2: 3,612 shares; 2025Q3: 3,852 shares; 2025Q4: 5,374 shares; 2026Q1: 7,675 shares 7,675 $2.59M 0.08% +2,301 Timeline JNK 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: 174,669 shares; 2024Q4: 184,998 shares; 2025Q1: 197,688 shares; 2025Q2: 206,451 shares; 2025Q3: 331,428 shares; 2025Q4: 359,998 shares; 2026Q1: 26,524 shares 26,524 $2.54M 0.08% -333,474 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: 15,801 shares; 2024Q4: 16,455 shares; 2025Q1: 11,334 shares; 2025Q2: 11,503 shares; 2025Q3: 10,698 shares; 2025Q4: 2,872 shares; 2026Q1: 10,147 shares 10,147 $2.52M 0.08% +7,275 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: 8,103 shares; 2025Q4: 14,350 shares; 2026Q1: 23,807 shares 23,807 $2.4M 0.08% +9,457 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,415 shares; 2025Q1: 2,070 shares; 2025Q2: 1,920 shares; 2025Q3: 5,117 shares; 2025Q4: 10,757 shares; 2026Q1: 9,719 shares 9,719 $2.36M 0.08% -1,038 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: 11,237 shares; 2024Q4: 11,060 shares; 2025Q1: 11,392 shares; 2025Q2: 11,763 shares; 2025Q3: 11,333 shares; 2025Q4: 11,710 shares; 2026Q1: 12,272 shares 12,272 $2.36M 0.08% +562 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 80,355 shares; 2025Q1: 95,117 shares; 2025Q2: 6,966 shares; 2025Q3: 6,018 shares; 2025Q4: 6,428 shares; 2026Q1: 6,139 shares 6,139 $2.35M 0.07% -289 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: 5,812 shares; 2024Q4: 6,065 shares; 2025Q1: 6,262 shares; 2025Q2: 6,423 shares; 2025Q3: 6,741 shares; 2025Q4: 7,348 shares; 2026Q1: 7,786 shares 7,786 $2.35M 0.07% +438 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: 7,414 shares; 2024Q4: 10,340 shares; 2025Q1: 10,651 shares; 2025Q2: 10,273 shares; 2025Q3: 10,227 shares; 2025Q4: 10,318 shares; 2026Q1: 10,696 shares 10,696 $2.3M 0.07% +378 Timeline GBIL 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: 1,595 shares; 2025Q1: 6,908 shares; 2025Q2: 3,998 shares; 2025Q3: 3,013 shares; 2025Q4: 18,164 shares; 2026Q1: 22,113 shares 22,113 $2.22M 0.07% +3,949 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: 5,811 shares; 2024Q4: 5,988 shares; 2025Q1: 6,687 shares; 2025Q2: 7,604 shares; 2025Q3: 8,898 shares; 2025Q4: 9,311 shares; 2026Q1: 12,910 shares 12,910 $2.19M 0.07% +3,599 Timeline IBND 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: 18,425 shares; 2025Q3: 43,327 shares; 2025Q4: 58,982 shares; 2026Q1: 66,112 shares 66,112 $2.05M 0.07% +7,130 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,574 shares; 2024Q4: 6,884 shares; 2025Q1: 7,988 shares; 2025Q2: 7,987 shares; 2025Q3: 7,606 shares; 2025Q4: 6,750 shares; 2026Q1: 6,702 shares 6,702 $2.02M 0.06% -48 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: 8,150 shares; 2024Q4: 9,001 shares; 2025Q1: 11,298 shares; 2025Q2: 11,269 shares; 2025Q3: 11,845 shares; 2025Q4: 11,535 shares; 2026Q1: 11,130 shares 11,130 $2.01M 0.06% -405 Timeline DFEB 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: 40,905 shares; 2024Q4: 40,505 shares; 2025Q1: 40,505 shares; 2025Q2: 41,005 shares; 2025Q3: 41,005 shares; 2025Q4: not reported; 2026Q1: 40,255 shares 40,255 $1.91M 0.06% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,412 shares; 2026Q1: 9,136 shares 9,136 $1.84M 0.06% +3,724 Timeline SPGM 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: 21,422 shares; 2024Q4: 22,010 shares; 2025Q1: 22,946 shares; 2025Q2: 22,526 shares; 2025Q3: 24,453 shares; 2025Q4: 24,687 shares; 2026Q1: 23,192 shares 23,192 $1.76M 0.06% -1,495 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,672 shares; 2024Q4: 22,091 shares; 2025Q1: 20,489 shares; 2025Q2: 11,298 shares; 2025Q3: 10,612 shares; 2025Q4: 10,213 shares; 2026Q1: 10,386 shares 10,386 $1.75M 0.06% +173 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,239 shares; 2024Q4: 40,357 shares; 2025Q1: 39,438 shares; 2025Q2: 34,700 shares; 2025Q3: 30,457 shares; 2025Q4: 25,030 shares; 2026Q1: 20,147 shares 20,147 $1.75M 0.06% -4,883 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,924 shares; 2024Q4: 7,474 shares; 2025Q1: 10,023 shares; 2025Q2: 13,475 shares; 2025Q3: 14,257 shares; 2025Q4: 14,465 shares; 2026Q1: 17,625 shares 17,625 $1.68M 0.05% +3,160 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: not reported; 2025Q3: 20,137 shares; 2025Q4: 16,861 shares; 2026Q1: 16,876 shares 16,876 $1.67M 0.05% +15 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 8,053 shares; 2025Q1: 8,319 shares; 2025Q2: 8,768 shares; 2025Q3: 8,471 shares; 2025Q4: 8,470 shares; 2026Q1: 8,411 shares 8,411 $1.65M 0.05% -59 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: 3,668 shares; 2024Q4: 3,700 shares; 2025Q1: 3,967 shares; 2025Q2: 3,979 shares; 2025Q3: 4,007 shares; 2025Q4: 3,789 shares; 2026Q1: 3,731 shares 3,731 $1.64M 0.05% -58 Timeline FSEP 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: 35,680 shares; 2024Q4: 35,250 shares; 2025Q1: 35,060 shares; 2025Q2: 34,980 shares; 2025Q3: 33,845 shares; 2025Q4: 34,003 shares; 2026Q1: 32,273 shares 32,273 $1.62M 0.05% -1,730 Timeline XSD 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: 7,716 shares; 2024Q4: 8,012 shares; 2025Q1: 7,602 shares; 2025Q2: 6,264 shares; 2025Q3: 5,586 shares; 2025Q4: 5,210 shares; 2026Q1: 4,952 shares 4,952 $1.62M 0.05% -258 Timeline SPIP 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: 17,064 shares; 2024Q4: 9,241 shares; 2025Q1: 10,221 shares; 2025Q2: 11,518 shares; 2025Q3: 52,600 shares; 2025Q4: 55,946 shares; 2026Q1: 61,669 shares 61,669 $1.61M 0.05% +5,723 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,005 shares; 2024Q4: 4,064 shares; 2025Q1: 7,123 shares; 2025Q2: 7,297 shares; 2025Q3: 7,533 shares; 2025Q4: 7,594 shares; 2026Q1: 8,272 shares 8,272 $1.6M 0.05% +678 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: 16,425 shares; 2024Q4: 14,567 shares; 2025Q1: 6,572 shares; 2025Q2: 5,928 shares; 2025Q3: 7,343 shares; 2025Q4: 7,083 shares; 2026Q1: 7,503 shares 7,503 $1.53M 0.05% +420 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: 6,483 shares; 2024Q4: 6,501 shares; 2025Q1: 6,398 shares; 2025Q2: 6,433 shares; 2025Q3: 6,440 shares; 2025Q4: 6,434 shares; 2026Q1: 6,774 shares 6,774 $1.52M 0.05% +340 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,093 shares; 2024Q4: 40,962 shares; 2025Q1: 62,154 shares; 2025Q2: 60,554 shares; 2025Q3: 38,802 shares; 2025Q4: 32,749 shares; 2026Q1: 29,573 shares 29,573 $1.51M 0.05% -3,176 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,651 shares; 2025Q3: 6,259 shares; 2025Q4: 9,919 shares; 2026Q1: 13,644 shares 13,644 $1.51M 0.05% +3,725 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: 7,208 shares; 2025Q1: 7,220 shares; 2025Q2: 10,104 shares; 2025Q3: 10,767 shares; 2025Q4: 12,158 shares; 2026Q1: 11,975 shares 11,975 $1.47M 0.05% -183 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: 8,032 shares; 2024Q4: 7,255 shares; 2025Q1: 14,077 shares; 2025Q2: 14,903 shares; 2025Q3: 15,290 shares; 2025Q4: 20,598 shares; 2026Q1: 22,838 shares 22,838 $1.46M 0.05% +2,240 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,505 shares; 2025Q1: 3,015 shares; 2025Q2: 2,938 shares; 2025Q3: 2,810 shares; 2025Q4: 2,706 shares; 2026Q1: 2,343 shares 2,343 $1.42M 0.05% -363 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,602 shares; 2024Q4: 4,865 shares; 2025Q1: 5,516 shares; 2025Q2: 5,614 shares; 2025Q3: 5,885 shares; 2025Q4: 6,580 shares; 2026Q1: 6,675 shares 6,675 $1.38M 0.04% +95 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,245 shares; 2025Q3: 44,960 shares; 2025Q4: 45,982 shares; 2026Q1: 37,584 shares 37,584 $1.35M 0.04% -8,398 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: 2,845 shares; 2024Q4: 3,130 shares; 2025Q1: 3,269 shares; 2025Q2: 4,115 shares; 2025Q3: 4,294 shares; 2025Q4: 4,465 shares; 2026Q1: 4,415 shares 4,415 $1.34M 0.04% -50 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: 2,954 shares; 2025Q2: 3,211 shares; 2025Q3: 4,379 shares; 2025Q4: 5,917 shares; 2026Q1: 6,622 shares 6,622 $1.34M 0.04% +705 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: 12,758 shares; 2024Q4: 13,456 shares; 2025Q1: 13,758 shares; 2025Q2: 15,405 shares; 2025Q3: 17,872 shares; 2025Q4: 36,522 shares; 2026Q1: 29,060 shares 29,060 $1.33M 0.04% -7,462 Timeline SUSA 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: 9,663 shares; 2024Q4: 9,288 shares; 2025Q1: 9,128 shares; 2025Q2: 9,708 shares; 2025Q3: 9,171 shares; 2025Q4: 10,258 shares; 2026Q1: 10,055 shares 10,055 $1.33M 0.04% -203 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: 45,576 shares; 2024Q4: 55,727 shares; 2025Q1: 64,136 shares; 2025Q2: 65,384 shares; 2025Q3: 64,550 shares; 2025Q4: 66,393 shares; 2026Q1: 9,065 shares 9,065 $1.33M 0.04% -57,328 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: 2,972 shares; 2024Q4: 3,082 shares; 2025Q1: 3,364 shares; 2025Q2: 3,006 shares; 2025Q3: 3,099 shares; 2025Q4: 3,250 shares; 2026Q1: 5,418 shares 5,418 $1.32M 0.04% +2,168 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: 8,273 shares; 2024Q4: 7,995 shares; 2025Q1: 8,246 shares; 2025Q2: 8,685 shares; 2025Q3: 8,181 shares; 2025Q4: 1,643 shares; 2026Q1: 9,210 shares 9,210 $1.3M 0.04% +7,567 Timeline EFIV 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: 16,624 shares; 2026Q1: 20,000 shares 20,000 $1.26M 0.04% +3,376 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: 9,325 shares; 2024Q4: 9,436 shares; 2025Q1: 9,170 shares; 2025Q2: 8,376 shares; 2025Q3: 8,378 shares; 2025Q4: 8,042 shares; 2026Q1: 9,931 shares 9,931 $1.23M 0.04% +1,889 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: 1,333 shares; 2024Q4: 1,415 shares; 2025Q1: 1,498 shares; 2025Q2: 1,856 shares; 2025Q3: 1,969 shares; 2025Q4: 1,896 shares; 2026Q1: 1,733 shares 1,733 $1.23M 0.04% -163 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: 943 shares; 2024Q4: 1,047 shares; 2025Q1: 1,625 shares; 2025Q2: 1,478 shares; 2025Q3: 1,507 shares; 2025Q4: 1,643 shares; 2026Q1: 1,692 shares 1,692 $1.18M 0.04% +49 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: 8,410 shares; 2024Q4: not reported; 2025Q1: 10,043 shares; 2025Q2: 11,561 shares; 2025Q3: 11,647 shares; 2025Q4: 10,500 shares; 2026Q1: 10,096 shares 10,096 $1.14M 0.04% -404 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 3,380 shares; 2025Q1: 3,589 shares; 2025Q2: 5,604 shares; 2025Q3: 7,285 shares; 2025Q4: 7,272 shares; 2026Q1: 7,806 shares 7,806 $1.11M 0.04% +534 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,173 shares; 2024Q4: 1,378 shares; 2025Q1: 1,439 shares; 2025Q2: 1,556 shares; 2025Q3: 1,914 shares; 2025Q4: 2,399 shares; 2026Q1: 3,840 shares 3,840 $1.09M 0.03% +1,441 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,564 shares; 2024Q4: 12,919 shares; 2025Q1: 11,439 shares; 2025Q2: 12,434 shares; 2025Q3: 10,092 shares; 2025Q4: 9,374 shares; 2026Q1: 8,482 shares 8,482 $1.08M 0.03% -892 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: 4,038 shares; 2024Q4: 4,130 shares; 2025Q1: 4,242 shares; 2025Q2: 4,359 shares; 2025Q3: 4,542 shares; 2025Q4: 4,726 shares; 2026Q1: 4,932 shares 4,932 $1.07M 0.03% +206 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: 2,648 shares; 2024Q4: 2,498 shares; 2025Q1: 2,447 shares; 2025Q2: 2,287 shares; 2025Q3: 2,448 shares; 2025Q4: 2,114 shares; 2026Q1: 1,897 shares 1,897 $1.07M 0.03% -217 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: 3,837 shares; 2025Q1: 4,896 shares; 2025Q2: 6,382 shares; 2025Q3: not reported; 2025Q4: 8,879 shares; 2026Q1: 9,588 shares 9,588 $1.05M 0.03% +709 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,250 shares; 2024Q4: 6,535 shares; 2025Q1: 9,319 shares; 2025Q2: 8,621 shares; 2025Q3: 10,605 shares; 2025Q4: 14,175 shares; 2026Q1: 13,696 shares 13,696 $1.04M 0.03% -479 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,761 shares; 2025Q2: 13,111 shares; 2025Q3: 15,621 shares; 2025Q4: 16,805 shares; 2026Q1: 68,954 shares 68,954 $1.04M 0.03% +52,149 Timeline PFFD 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: 113,974 shares; 2024Q4: 117,793 shares; 2025Q1: 124,773 shares; 2025Q2: 146,108 shares; 2025Q3: 153,416 shares; 2025Q4: 131,539 shares; 2026Q1: 55,606 shares 55,606 $1.02M 0.03% -75,933 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: 5,449 shares; 2024Q4: 5,496 shares; 2025Q1: 5,567 shares; 2025Q2: 5,701 shares; 2025Q3: 5,603 shares; 2025Q4: 5,384 shares; 2026Q1: 6,795 shares 6,795 $982K 0.03% +1,411 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,460 shares 20,460 $973K 0.03% new Timeline RSPR 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: 60,661 shares; 2024Q4: 57,485 shares; 2025Q1: 54,397 shares; 2025Q2: 43,968 shares; 2025Q3: 44,691 shares; 2025Q4: 43,313 shares; 2026Q1: 29,085 shares 29,085 $965K 0.03% -14,228 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: 7,892 shares; 2024Q4: 7,433 shares; 2025Q1: 7,965 shares; 2025Q2: 8,475 shares; 2025Q3: 9,835 shares; 2025Q4: 13,276 shares; 2026Q1: 13,685 shares 13,685 $955K 0.03% +409 Timeline M MACYS INC More: the full row for MACYS 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: 50,258 shares 50,258 $909K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,320 shares; 2025Q1: 3,700 shares; 2025Q2: 4,088 shares; 2025Q3: 5,306 shares; 2025Q4: 5,659 shares; 2026Q1: 4,867 shares 4,867 $909K 0.03% -792 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: 31,266 shares; 2024Q4: 20,739 shares; 2025Q1: 21,271 shares; 2025Q2: 7,755 shares; 2025Q3: 7,644 shares; 2025Q4: 7,681 shares; 2026Q1: 6,681 shares 6,681 $860K 0.03% -1,000 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,581 shares; 2024Q4: 4,092 shares; 2025Q1: 4,864 shares; 2025Q2: 5,292 shares; 2025Q3: 5,218 shares; 2025Q4: 4,021 shares; 2026Q1: 2,516 shares 2,516 $827K 0.03% -1,505 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,678 shares; 2024Q4: 31,629 shares; 2025Q1: 31,590 shares; 2025Q2: 31,046 shares; 2025Q3: 31,214 shares; 2025Q4: 31,462 shares; 2026Q1: 32,707 shares 32,707 $821K 0.03% +1,245 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: 990 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,108 shares; 2025Q3: 1,510 shares; 2025Q4: 2,679 shares; 2026Q1: 2,397 shares 2,397 $819K 0.03% -282 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,302 shares; 2024Q4: 6,405 shares; 2025Q1: 6,864 shares; 2025Q2: 6,807 shares; 2025Q3: 6,845 shares; 2025Q4: 6,885 shares; 2026Q1: 6,921 shares 6,921 $804K 0.03% +36 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: 5,284 shares; 2024Q4: 6,049 shares; 2025Q1: 9,259 shares; 2025Q2: 9,806 shares; 2025Q3: 10,517 shares; 2025Q4: 10,316 shares; 2026Q1: 10,241 shares 10,241 $790K 0.03% -75 Timeline SPTI 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: 75,934 shares; 2024Q4: 73,758 shares; 2025Q1: 74,982 shares; 2025Q2: 74,174 shares; 2025Q3: 82,500 shares; 2025Q4: 80,999 shares; 2026Q1: 27,426 shares 27,426 $786K 0.03% -53,573 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: 10,555 shares; 2024Q4: 10,776 shares; 2025Q1: 11,457 shares; 2025Q2: 9,363 shares; 2025Q3: 10,166 shares; 2025Q4: 10,125 shares; 2026Q1: 11,448 shares 11,448 $773K 0.02% +1,323 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL 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: 7,017 shares; 2025Q4: 6,946 shares; 2026Q1: 6,782 shares 6,782 $765K 0.02% -164 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: 13,620 shares; 2024Q4: 13,717 shares; 2025Q1: 14,282 shares; 2025Q2: 13,775 shares; 2025Q3: 14,933 shares; 2025Q4: 15,599 shares; 2026Q1: 15,551 shares 15,551 $758K 0.02% -48 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: 40,442 shares; 2024Q4: 67,447 shares; 2025Q1: 21,851 shares; 2025Q2: 12,783 shares; 2025Q3: 10,014 shares; 2025Q4: 5,607 shares; 2026Q1: 4,594 shares 4,594 $754K 0.02% -1,013 Timeline GENI GENIUS SPORTS LIMITED More: the full row for GENIUS SPORTS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,880 shares; 2025Q1: 89,619 shares; 2025Q2: 155,160 shares; 2025Q3: 223,301 shares; 2025Q4: 230,629 shares; 2026Q1: 166,856 shares 166,856 $739K 0.02% -63,773 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,133 shares; 2024Q4: 6,693 shares; 2025Q1: 5,144 shares; 2025Q2: 4,657 shares; 2025Q3: 4,178 shares; 2025Q4: 4,206 shares; 2026Q1: 4,090 shares 4,090 $736K 0.02% -116 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: 5,968 shares; 2024Q4: 22,038 shares; 2025Q1: 27,190 shares; 2025Q2: 23,487 shares; 2025Q3: 26,348 shares; 2025Q4: 27,414 shares; 2026Q1: 25,003 shares 25,003 $728K 0.02% -2,411 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,525 shares; 2024Q4: 9,702 shares; 2025Q1: 9,684 shares; 2025Q2: 9,527 shares; 2025Q3: 9,330 shares; 2025Q4: 9,325 shares; 2026Q1: 8,912 shares 8,912 $713K 0.02% -413 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: 429 shares; 2024Q4: 557 shares; 2025Q1: 666 shares; 2025Q2: 638 shares; 2025Q3: 669 shares; 2025Q4: 701 shares; 2026Q1: 834 shares 834 $706K 0.02% +133 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: 3,509 shares; 2024Q4: 3,471 shares; 2025Q1: 3,832 shares; 2025Q2: 3,978 shares; 2025Q3: 5,537 shares; 2025Q4: 5,166 shares; 2026Q1: 7,720 shares 7,720 $699K 0.02% +2,554 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: 6,763 shares; 2024Q4: 14,808 shares; 2025Q1: 17,614 shares; 2025Q2: 21,711 shares; 2025Q3: 24,443 shares; 2025Q4: 28,106 shares; 2026Q1: 27,921 shares 27,921 $691K 0.02% -185 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,218 shares; 2026Q1: 7,156 shares 7,156 $684K 0.02% +938 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: 6,214 shares; 2024Q4: 6,593 shares; 2025Q1: 7,060 shares; 2025Q2: 6,398 shares; 2025Q3: 5,998 shares; 2025Q4: 6,271 shares; 2026Q1: 5,664 shares 5,664 $681K 0.02% -607 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,376 shares; 2024Q4: 3,557 shares; 2025Q1: 3,311 shares; 2025Q2: 3,480 shares; 2025Q3: 3,754 shares; 2025Q4: 3,964 shares; 2026Q1: 4,097 shares 4,097 $679K 0.02% +133 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,549 shares; 2025Q1: 1,525 shares; 2025Q2: 1,849 shares; 2025Q3: 1,851 shares; 2025Q4: 1,903 shares; 2026Q1: 1,904 shares 1,904 $679K 0.02% +1 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,166 shares; 2024Q4: 6,178 shares; 2025Q1: 6,220 shares; 2025Q2: 6,283 shares; 2025Q3: 6,332 shares; 2025Q4: 6,292 shares; 2026Q1: 6,364 shares 6,364 $650K 0.02% +72 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,561 shares; 2026Q1: 24,665 shares 24,665 $648K 0.02% +104 Timeline F FORD MTR CO More: the full row for FORD MTR 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: 41,175 shares; 2025Q4: 39,433 shares; 2026Q1: 55,675 shares 55,675 $643K 0.02% +16,242 Timeline TAXF 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: 11,914 shares; 2024Q4: 12,681 shares; 2025Q1: 13,355 shares; 2025Q2: 13,030 shares; 2025Q3: 14,647 shares; 2025Q4: 14,040 shares; 2026Q1: 12,792 shares 12,792 $640K 0.02% -1,248 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,750 shares; 2024Q4: 53,750 shares; 2025Q1: 54,000 shares; 2025Q2: 54,000 shares; 2025Q3: 36,714 shares; 2025Q4: 32,799 shares; 2026Q1: 20,187 shares 20,187 $640K 0.02% -12,612 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 4,351 shares; 2025Q1: 2,316 shares; 2025Q2: 1,696 shares; 2025Q3: 1,805 shares; 2025Q4: 2,009 shares; 2026Q1: 1,845 shares 1,845 $633K 0.02% -164 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: 3,822 shares; 2024Q4: 4,492 shares; 2025Q1: 4,350 shares; 2025Q2: 4,571 shares; 2025Q3: 4,642 shares; 2025Q4: 3,886 shares; 2026Q1: 3,051 shares 3,051 $630K 0.02% -835 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,198 shares 3,198 $625K 0.02% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 3,759 shares; 2025Q1: 4,676 shares; 2025Q2: 4,482 shares; 2025Q3: 5,812 shares; 2025Q4: 6,494 shares; 2026Q1: 8,028 shares 8,028 $623K 0.02% +1,534 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,799 shares; 2025Q1: 2,778 shares; 2025Q2: 2,778 shares; 2025Q3: 2,868 shares; 2025Q4: 1,642 shares; 2026Q1: 2,552 shares 2,552 $620K 0.02% +910 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,156 shares; 2024Q4: 2,073 shares; 2025Q1: 2,049 shares; 2025Q2: 1,789 shares; 2025Q3: 1,348 shares; 2025Q4: 1,341 shares; 2026Q1: 1,240 shares 1,240 $610K 0.02% -101 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: 1,571 shares; 2024Q4: 1,441 shares; 2025Q1: 1,583 shares; 2025Q2: 1,871 shares; 2025Q3: 1,933 shares; 2025Q4: 2,375 shares; 2026Q1: 2,318 shares 2,318 $607K 0.02% -57 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: 20,606 shares; 2024Q4: 20,636 shares; 2025Q1: 21,623 shares; 2025Q2: 20,087 shares; 2025Q3: 19,502 shares; 2025Q4: 19,815 shares; 2026Q1: 21,442 shares 21,442 $602K 0.02% +1,627 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: 1,299 shares; 2024Q4: 1,254 shares; 2025Q1: 1,367 shares; 2025Q2: 1,262 shares; 2025Q3: 2,636 shares; 2025Q4: 2,560 shares; 2026Q1: 2,810 shares 2,810 $601K 0.02% +250 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: 4,601 shares; 2024Q4: 4,849 shares; 2025Q1: 6,017 shares; 2025Q2: 7,041 shares; 2025Q3: 6,710 shares; 2025Q4: 8,780 shares; 2026Q1: 10,944 shares 10,944 $592K 0.02% +2,164 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,737 shares; 2024Q4: 6,487 shares; 2025Q1: 6,715 shares; 2025Q2: 6,589 shares; 2025Q3: 6,547 shares; 2025Q4: 5,956 shares; 2026Q1: 6,595 shares 6,595 $591K 0.02% +639 Timeline FAUG 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: 11,510 shares; 2024Q4: 11,510 shares; 2025Q1: 11,510 shares; 2025Q2: 11,340 shares; 2025Q3: 11,340 shares; 2025Q4: 11,340 shares; 2026Q1: 11,340 shares 11,340 $587K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 936 shares; 2024Q4: 1,103 shares; 2025Q1: not reported; 2025Q2: 3,678 shares; 2025Q3: 3,195 shares; 2025Q4: 3,230 shares; 2026Q1: 3,145 shares 3,145 $571K 0.02% -85 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: 862 shares; 2024Q4: 955 shares; 2025Q1: 1,032 shares; 2025Q2: 1,079 shares; 2025Q3: 1,149 shares; 2025Q4: 1,142 shares; 2026Q1: 1,122 shares 1,122 $561K 0.02% -20 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: 2,859 shares; 2025Q4: 4,424 shares; 2026Q1: 5,951 shares 5,951 $552K 0.02% +1,527 Timeline EVUS 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: 14,121 shares; 2026Q1: 17,154 shares 17,154 $546K 0.02% +3,033 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 2,007 shares; 2025Q1: 2,387 shares; 2025Q2: 13,629 shares; 2025Q3: not reported; 2025Q4: 4,373 shares; 2026Q1: 4,244 shares 4,244 $536K 0.02% -129 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,100 shares; 2025Q1: 15,393 shares; 2025Q2: 15,438 shares; 2025Q3: 15,484 shares; 2025Q4: 19,532 shares; 2026Q1: 19,578 shares 19,578 $532K 0.02% +46 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: 1,842 shares; 2024Q4: 2,109 shares; 2025Q1: 2,356 shares; 2025Q2: 2,601 shares; 2025Q3: 2,694 shares; 2025Q4: 2,779 shares; 2026Q1: 3,524 shares 3,524 $522K 0.02% +745 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 294 shares; 2025Q1: 318 shares; 2025Q2: 258 shares; 2025Q3: 340 shares; 2025Q4: 142 shares; 2026Q1: 291 shares 291 $503K 0.02% +149 Timeline NUBD 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: 16,374 shares; 2024Q4: 15,543 shares; 2025Q1: 17,070 shares; 2025Q2: 15,044 shares; 2025Q3: 17,238 shares; 2025Q4: 22,211 shares; 2026Q1: 22,528 shares 22,528 $500K 0.02% +317 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: 965 shares; 2024Q4: 896 shares; 2025Q1: 869 shares; 2025Q2: 1,229 shares; 2025Q3: 1,626 shares; 2025Q4: 1,678 shares; 2026Q1: 1,605 shares 1,605 $499K 0.02% -73 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: 11,698 shares; 2024Q4: 31,224 shares; 2025Q1: 40,373 shares; 2025Q2: 16,207 shares; 2025Q3: 19,380 shares; 2025Q4: 19,131 shares; 2026Q1: 19,274 shares 19,274 $494K 0.02% +143 Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU 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: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 52,654 shares 52,654 $494K 0.02% +32,154 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: 7,354 shares; 2024Q4: 7,363 shares; 2025Q1: 7,335 shares; 2025Q2: 7,420 shares; 2025Q3: 9,039 shares; 2025Q4: 9,567 shares; 2026Q1: 9,751 shares 9,751 $490K 0.02% +184 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: 13,385 shares; 2024Q4: 8,359 shares; 2025Q1: 8,389 shares; 2025Q2: 9,087 shares; 2025Q3: 9,127 shares; 2025Q4: 9,329 shares; 2026Q1: 9,189 shares 9,189 $485K 0.02% -140 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: 1,119 shares; 2024Q4: 1,091 shares; 2025Q1: 1,101 shares; 2025Q2: 1,698 shares; 2025Q3: 1,691 shares; 2025Q4: 1,669 shares; 2026Q1: 1,665 shares 1,665 $478K 0.02% -4 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,795 shares; 2024Q4: 48,950 shares; 2025Q1: 25,852 shares; 2025Q2: 7,539 shares; 2025Q3: 7,435 shares; 2025Q4: 5,717 shares; 2026Q1: 5,471 shares 5,471 $475K 0.02% -246 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 639 shares; 2025Q1: 609 shares; 2025Q2: 650 shares; 2025Q3: 653 shares; 2025Q4: 652 shares; 2026Q1: 651 shares 651 $474K 0.02% -1 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: 694 shares; 2024Q4: 702 shares; 2025Q1: 705 shares; 2025Q2: 1,069 shares; 2025Q3: 1,114 shares; 2025Q4: 1,912 shares; 2026Q1: 4,526 shares 4,526 $473K 0.02% +2,614 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,762 shares; 2024Q4: 1,618 shares; 2025Q1: 1,633 shares; 2025Q2: 2,094 shares; 2025Q3: 2,245 shares; 2025Q4: 2,290 shares; 2026Q1: 2,240 shares 2,240 $473K 0.02% -50 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,993 shares; 2025Q1: 17,706 shares; 2025Q2: 8,798 shares; 2025Q3: 7,665 shares; 2025Q4: 7,712 shares; 2026Q1: 7,865 shares 7,865 $468K 0.01% +153 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,807 shares 3,807 $468K 0.01% new Timeline ULST 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: 10,146 shares; 2024Q4: 10,163 shares; 2025Q1: 11,172 shares; 2025Q2: 11,184 shares; 2025Q3: 11,197 shares; 2025Q4: 11,214 shares; 2026Q1: 11,222 shares 11,222 $454K 0.01% +8 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,243 shares; 2024Q4: 15,338 shares; 2025Q1: 13,515 shares; 2025Q2: 10,494 shares; 2025Q3: 7,570 shares; 2025Q4: 13,041 shares; 2026Q1: 16,568 shares 16,568 $451K 0.01% +3,527 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: 915 shares; 2026Q1: 912 shares 912 $442K 0.01% -3 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: 4,133 shares; 2024Q4: 3,964 shares; 2025Q1: 4,152 shares; 2025Q2: 4,187 shares; 2025Q3: 4,235 shares; 2025Q4: 4,270 shares; 2026Q1: 4,144 shares 4,144 $438K 0.01% -126 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,116 shares; 2025Q3: 2,616 shares; 2025Q4: 4,087 shares; 2026Q1: 3,235 shares 3,235 $431K 0.01% -852 Timeline NBB NUVEEN TAXABLE MUNICPAL INM More: the full row for NUVEEN TAXABLE MUNICPAL INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,451 shares; 2024Q4: 22,599 shares; 2025Q1: 27,958 shares; 2025Q2: 26,215 shares; 2025Q3: 26,307 shares; 2025Q4: 27,429 shares; 2026Q1: 27,492 shares 27,492 $431K 0.01% +63 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: 2,312 shares; 2025Q2: 2,190 shares; 2025Q3: 2,253 shares; 2025Q4: 2,354 shares; 2026Q1: 2,151 shares 2,151 $428K 0.01% -203 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: 8,554 shares; 2024Q4: 8,591 shares; 2025Q1: 8,626 shares; 2025Q2: 8,666 shares; 2025Q3: 8,704 shares; 2025Q4: not reported; 2026Q1: 8,732 shares 8,732 $423K 0.01% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,609 shares; 2026Q1: 8,416 shares 8,416 $420K 0.01% +1,807 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,445 shares; 2024Q4: 1,493 shares; 2025Q1: 1,503 shares; 2025Q2: 1,609 shares; 2025Q3: 1,544 shares; 2025Q4: 1,617 shares; 2026Q1: 1,824 shares 1,824 $419K 0.01% +207 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,548 shares; 2026Q1: 5,264 shares 5,264 $419K 0.01% -284 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 7,700 shares; 2025Q1: 7,700 shares; 2025Q2: 7,700 shares; 2025Q3: 7,730 shares; 2025Q4: 7,075 shares; 2026Q1: 7,050 shares 7,050 $416K 0.01% -25 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: 3,796 shares; 2024Q4: 3,816 shares; 2025Q1: 4,983 shares; 2025Q2: 4,727 shares; 2025Q3: 3,030 shares; 2025Q4: 2,842 shares; 2026Q1: 2,847 shares 2,847 $416K 0.01% +5 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: not reported; 2025Q1: 2,315 shares; 2025Q2: 3,881 shares; 2025Q3: 3,380 shares; 2025Q4: 2,962 shares; 2026Q1: 3,263 shares 3,263 $409K 0.01% +301 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,768 shares; 2025Q2: 2,777 shares; 2025Q3: 2,812 shares; 2025Q4: 2,808 shares; 2026Q1: 2,710 shares 2,710 $409K 0.01% -98 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,122 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,987 shares; 2025Q3: 16,170 shares; 2025Q4: 33,850 shares; 2026Q1: 34,925 shares 34,925 $407K 0.01% +1,075 Timeline SPIB 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: 25,526 shares; 2024Q4: 24,999 shares; 2025Q1: 20,684 shares; 2025Q2: 21,078 shares; 2025Q3: 17,845 shares; 2025Q4: 18,811 shares; 2026Q1: 11,904 shares 11,904 $399K 0.01% -6,907 Timeline TTAN SERVICETITAN INC More: the full row for SERVICETITAN 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: 6,288 shares 6,288 $399K 0.01% new Timeline SPTM 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: 4,206 shares; 2024Q4: 4,215 shares; 2025Q1: 4,229 shares; 2025Q2: 5,045 shares; 2025Q3: 5,160 shares; 2025Q4: 5,187 shares; 2026Q1: 4,996 shares 4,996 $395K 0.01% -191 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: 5,355 shares; 2024Q4: 5,439 shares; 2025Q1: 5,369 shares; 2025Q2: 5,083 shares; 2025Q3: 7,608 shares; 2025Q4: 8,986 shares; 2026Q1: 8,375 shares 8,375 $393K 0.01% -611 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,125 shares; 2025Q4: 5,571 shares; 2026Q1: 5,740 shares 5,740 $391K 0.01% +169 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,662 shares; 2025Q3: 1,398 shares; 2025Q4: 1,399 shares; 2026Q1: 1,306 shares 1,306 $390K 0.01% -93 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: not reported; 2025Q1: 3,016 shares; 2025Q2: 3,174 shares; 2025Q3: 3,190 shares; 2025Q4: 3,133 shares; 2026Q1: 1,931 shares 1,931 $381K 0.01% -1,202 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: 6,489 shares; 2024Q4: 6,512 shares; 2025Q1: 6,526 shares; 2025Q2: 6,544 shares; 2025Q3: 6,464 shares; 2025Q4: 6,478 shares; 2026Q1: 5,316 shares 5,316 $377K 0.01% -1,162 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: 8,227 shares; 2024Q4: 8,060 shares; 2025Q1: 7,774 shares; 2025Q2: 7,878 shares; 2025Q3: 8,353 shares; 2025Q4: 8,493 shares; 2026Q1: 8,343 shares 8,343 $376K 0.01% -150 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 1,518 shares; 2025Q1: 1,342 shares; 2025Q2: 1,182 shares; 2025Q3: 1,357 shares; 2025Q4: 1,363 shares; 2026Q1: 1,372 shares 1,372 $374K 0.01% +9 Timeline MRP MILLROSE PPTYS INC More: the full row for MILLROSE PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,994 shares; 2025Q2: not reported; 2025Q3: 9,430 shares; 2025Q4: 14,455 shares; 2026Q1: 12,968 shares 12,968 $363K 0.01% -1,487 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,187 shares; 2025Q1: 2,529 shares; 2025Q2: 2,518 shares; 2025Q3: 2,425 shares; 2025Q4: 2,464 shares; 2026Q1: 1,845 shares 1,845 $358K 0.01% -619 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,421 shares 1,421 $356K 0.01% new Timeline FOCT 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: 8,370 shares; 2024Q4: 7,555 shares; 2025Q1: 7,555 shares; 2025Q2: 7,555 shares; 2025Q3: 7,445 shares; 2025Q4: 8,565 shares; 2026Q1: 7,470 shares 7,470 $356K 0.01% -1,095 Timeline QQMG 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: 7,386 shares; 2026Q1: 8,932 shares 8,932 $353K 0.01% +1,546 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: 1,608 shares; 2024Q4: 1,689 shares; 2025Q1: 1,618 shares; 2025Q2: 1,573 shares; 2025Q3: 1,887 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $352K 0.01% 0 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,321 shares; 2024Q4: 62,281 shares; 2025Q1: 65,310 shares; 2025Q2: 59,974 shares; 2025Q3: 46,407 shares; 2025Q4: 12,474 shares; 2026Q1: 10,341 shares 10,341 $352K 0.01% -2,133 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: 577 shares; 2025Q4: 870 shares; 2026Q1: 978 shares 978 $350K 0.01% +108 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,295 shares; 2025Q2: 2,320 shares; 2025Q3: 2,412 shares; 2025Q4: 2,387 shares; 2026Q1: 2,637 shares 2,637 $348K 0.01% +250 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: 847 shares; 2025Q2: 865 shares; 2025Q3: 810 shares; 2025Q4: 826 shares; 2026Q1: 789 shares 789 $343K 0.01% -37 Timeline OKLO OKLO INC More: the full row for OKLO 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: 3,602 shares; 2025Q3: 3,564 shares; 2025Q4: 6,270 shares; 2026Q1: 6,888 shares 6,888 $342K 0.01% +618 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,026 shares; 2026Q1: 5,575 shares 5,575 $342K 0.01% +549 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,692 shares; 2025Q3: 4,183 shares; 2025Q4: 4,123 shares; 2026Q1: 4,079 shares 4,079 $336K 0.01% -44 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,383 shares; 2024Q4: 36,416 shares; 2025Q1: 19,716 shares; 2025Q2: 16,107 shares; 2025Q3: 16,230 shares; 2025Q4: 15,756 shares; 2026Q1: 14,945 shares 14,945 $334K 0.01% -811 Timeline SPDW 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: 6,420 shares; 2024Q4: 6,908 shares; 2025Q1: 6,833 shares; 2025Q2: 6,942 shares; 2025Q3: 7,225 shares; 2025Q4: 8,651 shares; 2026Q1: 7,310 shares 7,310 $334K 0.01% -1,341 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,747 shares; 2025Q2: 1,811 shares; 2025Q3: 1,805 shares; 2025Q4: not reported; 2026Q1: 2,003 shares 2,003 $331K 0.01% new 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: 1,907 shares; 2025Q2: 2,086 shares; 2025Q3: 2,228 shares; 2025Q4: 2,706 shares; 2026Q1: 3,219 shares 3,219 $331K 0.01% +513 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,588 shares; 2025Q1: 3,591 shares; 2025Q2: 3,598 shares; 2025Q3: 3,620 shares; 2025Q4: 3,816 shares; 2026Q1: 3,838 shares 3,838 $327K 0.01% +22 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 2,972 shares; 2025Q1: 3,775 shares; 2025Q2: 4,519 shares; 2025Q3: 3,456 shares; 2025Q4: 3,054 shares; 2026Q1: 2,096 shares 2,096 $326K 0.01% -958 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: 1,031 shares; 2024Q4: 1,035 shares; 2025Q1: 1,070 shares; 2025Q2: 1,049 shares; 2025Q3: 1,050 shares; 2025Q4: 978 shares; 2026Q1: 1,027 shares 1,027 $322K 0.01% +49 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,373 shares; 2025Q2: 9,658 shares; 2025Q3: 11,633 shares; 2025Q4: 10,448 shares; 2026Q1: 11,037 shares 11,037 $320K 0.01% +589 Timeline MARM 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: 14,617 shares; 2024Q4: 14,617 shares; 2025Q1: 14,617 shares; 2025Q2: 14,617 shares; 2025Q3: 14,617 shares; 2025Q4: 14,617 shares; 2026Q1: 9,450 shares 9,450 $316K 0.01% -5,167 Timeline TAN 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: 29,013 shares; 2024Q4: 12,388 shares; 2025Q1: 10,061 shares; 2025Q2: not reported; 2025Q3: 5,164 shares; 2025Q4: 5,968 shares; 2026Q1: 5,468 shares 5,468 $305K 0.01% -500 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: 314 shares; 2025Q2: 330 shares; 2025Q3: 372 shares; 2025Q4: 347 shares; 2026Q1: 314 shares 314 $302K 0.01% -33 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,095 shares; 2025Q3: 4,424 shares; 2025Q4: 5,335 shares; 2026Q1: 4,981 shares 4,981 $301K 0.01% -354 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,861 shares; 2025Q1: 2,464 shares; 2025Q2: 2,467 shares; 2025Q3: 2,475 shares; 2025Q4: 1,971 shares; 2026Q1: 1,979 shares 1,979 $300K 0.01% +8 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,305 shares; 2024Q4: 2,062 shares; 2025Q1: 2,065 shares; 2025Q2: 1,437 shares; 2025Q3: 1,652 shares; 2025Q4: 1,599 shares; 2026Q1: 1,561 shares 1,561 $300K 0.01% -38 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares 727 $296K 0.01% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,827 shares; 2025Q2: 2,828 shares; 2025Q3: 2,845 shares; 2025Q4: 2,896 shares; 2026Q1: 2,683 shares 2,683 $295K 0.01% -213 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: 57,665 shares; 2024Q4: 13,415 shares; 2025Q1: 10,854 shares; 2025Q2: 8,527 shares; 2025Q3: 6,130 shares; 2025Q4: 4,980 shares; 2026Q1: 2,668 shares 2,668 $295K 0.01% -2,312 Timeline FINX 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: 132,341 shares; 2024Q4: 129,958 shares; 2025Q1: 121,743 shares; 2025Q2: 136,365 shares; 2025Q3: 130,617 shares; 2025Q4: 130,823 shares; 2026Q1: 15,067 shares 15,067 $292K 0.01% -115,756 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 953 shares; 2025Q3: 1,283 shares; 2025Q4: 1,446 shares; 2026Q1: 1,466 shares 1,466 $290K 0.01% +20 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: 1,099 shares; 2024Q4: not reported; 2025Q1: 1,193 shares; 2025Q2: 1,295 shares; 2025Q3: 1,326 shares; 2025Q4: 1,325 shares; 2026Q1: 1,319 shares 1,319 $289K 0.01% -6 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH 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: not reported; 2026Q1: 1,537 shares 1,537 $289K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,389 shares; 2025Q1: 3,522 shares; 2025Q2: 2,825 shares; 2025Q3: 2,780 shares; 2025Q4: 5,383 shares; 2026Q1: 3,922 shares 3,922 $289K 0.01% -1,461 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,361 shares; 2026Q1: 2,406 shares 2,406 $286K 0.01% +45 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,070 shares; 2025Q2: 915 shares; 2025Q3: 934 shares; 2025Q4: 956 shares; 2026Q1: 969 shares 969 $283K 0.01% +13 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,583 shares; 2025Q4: 3,602 shares; 2026Q1: 3,063 shares 3,063 $274K 0.01% -539 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,161 shares; 2024Q4: 4,136 shares; 2025Q1: 3,140 shares; 2025Q2: 3,069 shares; 2025Q3: 3,100 shares; 2025Q4: 1,721 shares; 2026Q1: 1,334 shares 1,334 $272K 0.01% -387 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: 1,633 shares; 2025Q4: 1,877 shares; 2026Q1: 1,637 shares 1,637 $270K 0.01% -240 Timeline AVUS 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: 3,132 shares; 2024Q4: 3,132 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 2,419 shares; 2026Q1: 2,419 shares 2,419 $269K 0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,961 shares 1,961 $267K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,615 shares; 2025Q3: 3,037 shares; 2025Q4: 1,905 shares; 2026Q1: 1,756 shares 1,756 $266K 0.01% -149 Timeline FAPR 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: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares 5,825 $262K 0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 471 shares; 2025Q3: 497 shares; 2025Q4: 502 shares; 2026Q1: 461 shares 461 $259K 0.01% -41 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,786 shares; 2025Q4: 15,580 shares; 2026Q1: 16,329 shares 16,329 $258K 0.01% +749 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,828 shares 2,828 $257K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 3,141 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,931 shares; 2025Q4: 5,122 shares; 2026Q1: 4,837 shares 4,837 $256K 0.01% -285 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 2,574 shares 2,574 $255K 0.01% new Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 1,884 shares 1,884 $254K 0.01% 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: 8,210 shares; 2024Q4: 7,137 shares; 2025Q1: 7,137 shares; 2025Q2: 6,754 shares; 2025Q3: 6,024 shares; 2025Q4: not reported; 2026Q1: 5,558 shares 5,558 $253K 0.01% 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: 1,632 shares; 2024Q4: 1,666 shares; 2025Q1: 1,764 shares; 2025Q2: 1,772 shares; 2025Q3: 1,827 shares; 2025Q4: 1,875 shares; 2026Q1: 1,692 shares 1,692 $246K 0.01% -183 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,856 shares; 2026Q1: 2,856 shares 2,856 $242K 0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,802 shares; 2025Q1: 1,854 shares; 2025Q2: 1,555 shares; 2025Q3: 1,530 shares; 2025Q4: 1,450 shares; 2026Q1: 1,406 shares 1,406 $242K 0.01% -44 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,960 shares; 2024Q4: 2,017 shares; 2025Q1: 1,866 shares; 2025Q2: 1,146 shares; 2025Q3: 1,155 shares; 2025Q4: 221,529 shares; 2026Q1: 1,931 shares 1,931 $241K 0.01% -219,598 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: not reported; 2025Q2: 8,329 shares; 2025Q3: 8,897 shares; 2025Q4: 7,276 shares; 2026Q1: 8,269 shares 8,269 $240K 0.01% +993 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,097 shares; 2025Q1: 1,113 shares; 2025Q2: 1,193 shares; 2025Q3: 1,196 shares; 2025Q4: 1,532 shares; 2026Q1: 1,385 shares 1,385 $239K 0.01% -147 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 458 shares; 2024Q4: 492 shares; 2025Q1: 501 shares; 2025Q2: 534 shares; 2025Q3: 574 shares; 2025Q4: 577 shares; 2026Q1: 560 shares 560 $238K 0.01% -17 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,113 shares; 2025Q4: 1,147 shares; 2026Q1: 1,131 shares 1,131 $237K 0.01% -16 Timeline IUSG 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: 1,247 shares; 2026Q1: 1,505 shares 1,505 $234K 0.01% +258 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 722 shares; 2024Q4: 759 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares 716 $234K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,452 shares 1,452 $232K 0.01% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL 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: 682 shares 682 $223K 0.01% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,841 shares; 2025Q1: 1,701 shares; 2025Q2: 1,599 shares; 2025Q3: 1,597 shares; 2025Q4: 1,612 shares; 2026Q1: 1,620 shares 1,620 $219K 0.01% +8 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 606 shares 606 $216K 0.01% new Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to 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: 15,050 shares 15,050 $216K 0.01% 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: 2,482 shares; 2025Q1: 2,612 shares; 2025Q2: 2,711 shares; 2025Q3: 2,943 shares; 2025Q4: 3,082 shares; 2026Q1: 3,430 shares 3,430 $215K 0.01% +348 Timeline FJAN 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: 6,250 shares; 2025Q2: 4,250 shares; 2025Q3: 4,250 shares; 2025Q4: 4,000 shares; 2026Q1: 4,250 shares 4,250 $214K 0.01% +250 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,749 shares 3,749 $213K 0.01% new Timeline EWG 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: 15,172 shares; 2025Q3: 23,020 shares; 2025Q4: 15,170 shares; 2026Q1: 5,345 shares 5,345 $212K 0.01% -9,825 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares 1,617 $212K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,471 shares; 2025Q4: 3,494 shares; 2026Q1: 3,199 shares 3,199 $211K 0.01% -295 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,172 shares 2,172 $210K 0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 392 shares; 2025Q4: 394 shares; 2026Q1: 395 shares 395 $206K 0.01% +1 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,546 shares 2,546 $205K 0.01% new Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 9,091 shares; 2025Q1: 9,095 shares; 2025Q2: 8,544 shares; 2025Q3: 8,562 shares; 2025Q4: 8,459 shares; 2026Q1: 8,459 shares 8,459 $205K 0.01% 0 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to 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: 6,800 shares 6,800 $203K 0.01% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,272 shares; 2025Q1: not reported; 2025Q2: 1,208 shares; 2025Q3: 1,093 shares; 2025Q4: 1,135 shares; 2026Q1: 1,068 shares 1,068 $202K 0.01% -67 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,260 shares 7,260 $202K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 558 shares; 2026Q1: 559 shares 559 $201K 0.01% +1 Timeline FMAY 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: 3,540 shares 3,540 $187K 0.01% new Timeline PZT 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: 4,990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,921 shares 7,921 $175K 0.01% new Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: not reported; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 19,200 shares 19,200 $164K 0.01% +3,200 Timeline NU NU HLDGS LTD More: the full row for NU 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: 10,144 shares; 2025Q3: 10,271 shares; 2025Q4: not reported; 2026Q1: 10,004 shares 10,004 $144K <0.01% new Timeline OCGN OCUGEN INC More: the full row for OCUGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,148 shares; 2025Q1: not reported; 2025Q2: 69,148 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,348 shares 69,348 $126K <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,840 shares; 2024Q4: not reported; 2025Q1: 13,049 shares; 2025Q2: 13,159 shares; 2025Q3: 13,270 shares; 2025Q4: 13,426 shares; 2026Q1: 16,622 shares 16,622 $125K <0.01% +3,196 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,177 shares 2,177 $121K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,924 shares; 2025Q1: not reported; 2025Q2: 15,434 shares; 2025Q3: 16,702 shares; 2025Q4: not reported; 2026Q1: 20,284 shares 20,284 $105K <0.01% new Timeline BHK BLACKROCK CORE BD TR More: the full row for BLACKROCK CORE BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,005 shares 10,005 $91.6K <0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 56,740 shares; 2025Q4: 68,620 shares; 2026Q1: 11,830 shares 11,830 $81.3K <0.01% -56,790 Timeline GMEWS GAMESTOP CORP NEW More: the full row for GAMESTOP 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: 19,500 shares 19,500 $75.3K <0.01% new Timeline ZIP ZIPRECRUITER INC More: the full row for ZIPRECRUITER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,828 shares; 2024Q4: 80,828 shares; 2025Q1: 57,828 shares; 2025Q2: 57,828 shares; 2025Q3: 47,828 shares; 2025Q4: not reported; 2026Q1: 17,828 shares 17,828 $32.8K <0.01% new Timeline DSX DIANA SHIPPING INC More: the full row for DIANA SHIPPING 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: 10,197 shares 10,197 $25.5K <0.01% new Timeline CYPH CYPHERPUNK TECHNOLOGIES INC More: the full row for CYPHERPUNK 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: 22,000 shares 22,000 $17.5K <0.01% new Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 10,500 shares 10,500 $7.37K <0.01% new Timeline