IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,683 shares; 2025Q1: 86,754 shares; 2025Q2: 98,488 shares; 2025Q3: 97,984 shares; 2025Q4: 99,831 shares; 2026Q1: 101,307 shares 101,307 $66.2M 7.23% +1,476 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,529 shares; 2025Q1: 21,764 shares; 2025Q2: 78,469 shares; 2025Q3: 80,221 shares; 2025Q4: 78,690 shares; 2026Q1: 71,675 shares 71,675 $46.6M 5.1% -7,015 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123,818 shares; 2025Q1: 128,482 shares; 2025Q2: 127,951 shares; 2025Q3: 128,052 shares; 2025Q4: 125,607 shares; 2026Q1: 122,330 shares 122,330 $31M 3.39% -3,277 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 241,271 shares; 2025Q1: 246,826 shares; 2025Q2: 256,641 shares; 2025Q3: 259,456 shares; 2025Q4: 263,367 shares; 2026Q1: 254,606 shares 254,606 $25.3M 2.76% -8,761 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 464,135 shares; 2025Q1: 460,220 shares; 2025Q2: 477,604 shares; 2025Q3: 446,396 shares; 2025Q4: 469,031 shares; 2026Q1: 483,139 shares 483,139 $22.7M 2.48% +14,108 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,135 shares; 2025Q1: 93,940 shares; 2025Q2: 113,048 shares; 2025Q3: 122,376 shares; 2025Q4: 122,938 shares; 2026Q1: 117,579 shares 117,579 $20.5M 2.24% -5,359 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,052 shares; 2025Q1: 54,811 shares; 2025Q2: 65,398 shares; 2025Q3: 65,408 shares; 2025Q4: 64,680 shares; 2026Q1: 65,851 shares 65,851 $18.9M 2.07% +1,171 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,102 shares; 2025Q1: 73,150 shares; 2025Q2: 84,601 shares; 2025Q3: 87,764 shares; 2025Q4: 88,416 shares; 2026Q1: 87,692 shares 87,692 $18.3M 2% -724 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,501 shares; 2025Q1: 32,742 shares; 2025Q2: 33,829 shares; 2025Q3: 33,282 shares; 2025Q4: 33,327 shares; 2026Q1: 31,378 shares 31,378 $18.1M 1.98% -1,949 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 562,345 shares; 2025Q1: 580,107 shares; 2025Q2: 510,372 shares; 2025Q3: 488,425 shares; 2025Q4: 523,243 shares; 2026Q1: 554,554 shares 554,554 $15.4M 1.68% +31,311 Timeline QGRO 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 loaded; 2024Q4: not reported; 2025Q1: 8,713 shares; 2025Q2: 14,087 shares; 2025Q3: 128,086 shares; 2025Q4: 132,252 shares; 2026Q1: 136,245 shares 136,245 $14.3M 1.56% +3,993 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184,789 shares; 2025Q1: 191,599 shares; 2025Q2: 195,564 shares; 2025Q3: 198,376 shares; 2025Q4: 207,963 shares; 2026Q1: 209,703 shares 209,703 $13.5M 1.47% +1,740 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 149,934 shares; 2025Q1: 172,932 shares; 2025Q2: 224,504 shares; 2025Q3: 193,359 shares; 2025Q4: 197,880 shares; 2026Q1: 187,510 shares 187,510 $12.8M 1.4% -10,370 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 510,955 shares; 2025Q1: 511,809 shares; 2025Q2: 503,795 shares; 2025Q3: 504,436 shares; 2025Q4: 504,992 shares; 2026Q1: 461,904 shares 461,904 $11.8M 1.29% -43,088 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 249,404 shares; 2025Q1: 294,671 shares; 2025Q2: 303,184 shares; 2025Q3: 305,271 shares; 2025Q4: 293,154 shares; 2026Q1: 297,058 shares 297,058 $11.7M 1.28% +3,904 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,560 shares; 2025Q1: 24,743 shares; 2025Q2: 28,097 shares; 2025Q3: 29,156 shares; 2025Q4: 34,099 shares; 2026Q1: 182,364 shares 182,364 $10.6M 1.16% +148,265 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 119,660 shares; 2025Q1: 117,796 shares; 2025Q2: 114,088 shares; 2025Q3: 110,235 shares; 2025Q4: 107,690 shares; 2026Q1: 113,267 shares 113,267 $10.5M 1.15% +5,577 Timeline BBUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,759 shares; 2025Q1: 2,173 shares; 2025Q2: 2,321 shares; 2025Q3: 83,445 shares; 2025Q4: 86,204 shares; 2026Q1: 85,302 shares 85,302 $10M 1.09% -902 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,529 shares; 2026Q1: 121,426 shares 121,426 $8.7M 0.95% +119,897 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 loaded; 2024Q4: 182,974 shares; 2025Q1: 220,207 shares; 2025Q2: 236,711 shares; 2025Q3: 263,820 shares; 2025Q4: 262,705 shares; 2026Q1: 256,521 shares 256,521 $8.66M 0.95% -6,184 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,806 shares; 2025Q1: 22,020 shares; 2025Q2: 26,573 shares; 2025Q3: 27,546 shares; 2025Q4: 27,116 shares; 2026Q1: 21,999 shares 21,999 $8.14M 0.89% -5,117 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,566 shares; 2025Q1: 17,619 shares; 2025Q2: 22,143 shares; 2025Q3: 22,010 shares; 2025Q4: 21,293 shares; 2026Q1: 21,126 shares 21,126 $7.85M 0.86% -167 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,295 shares; 2025Q1: 31,317 shares; 2025Q2: 36,324 shares; 2025Q3: 36,596 shares; 2025Q4: 36,703 shares; 2026Q1: 38,277 shares 38,277 $7.34M 0.8% +1,574 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108,634 shares; 2025Q1: 126,235 shares; 2025Q2: 120,061 shares; 2025Q3: 119,281 shares; 2025Q4: 123,047 shares; 2026Q1: 75,772 shares 75,772 $6.66M 0.73% -47,275 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,723 shares; 2025Q1: 24,832 shares; 2025Q2: 26,802 shares; 2025Q3: 26,822 shares; 2025Q4: 26,924 shares; 2026Q1: 27,454 shares 27,454 $5.9M 0.65% +530 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: not loaded; 2024Q4: 58,272 shares; 2025Q1: 58,105 shares; 2025Q2: 54,785 shares; 2025Q3: 50,461 shares; 2025Q4: 50,708 shares; 2026Q1: 50,814 shares 50,814 $5.84M 0.64% +106 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: not loaded; 2024Q4: 3,906 shares; 2025Q1: 3,889 shares; 2025Q2: 5,148 shares; 2025Q3: 5,681 shares; 2025Q4: 30,467 shares; 2026Q1: 30,285 shares 30,285 $5.84M 0.64% -182 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123,695 shares; 2025Q1: 121,604 shares; 2025Q2: 136,313 shares; 2025Q3: 163,743 shares; 2025Q4: 195,273 shares; 2026Q1: 235,120 shares 235,120 $5.82M 0.64% +39,847 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,362 shares; 2025Q1: 92,698 shares; 2025Q2: 93,542 shares; 2025Q3: 91,416 shares; 2025Q4: 94,018 shares; 2026Q1: 94,967 shares 94,967 $5.82M 0.64% +949 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,898 shares; 2025Q1: 15,852 shares; 2025Q2: 16,669 shares; 2025Q3: 16,982 shares; 2025Q4: 18,304 shares; 2026Q1: 18,465 shares 18,465 $5.72M 0.62% +161 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 107,010 shares; 2025Q1: 110,116 shares; 2025Q2: 115,015 shares; 2025Q3: 112,762 shares; 2025Q4: 116,592 shares; 2026Q1: 73,948 shares 73,948 $5.66M 0.62% -42,644 Timeline CAM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 257,474 shares; 2026Q1: 219,729 shares 219,729 $5.49M 0.6% -37,745 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,168 shares; 2025Q1: 13,683 shares; 2025Q2: 13,556 shares; 2025Q3: 13,435 shares; 2025Q4: 12,990 shares; 2026Q1: 12,596 shares 12,596 $5.42M 0.59% -394 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 110,660 shares; 2025Q1: 112,151 shares; 2025Q2: 111,516 shares; 2025Q3: 109,349 shares; 2025Q4: 113,697 shares; 2026Q1: 109,018 shares 109,018 $5.33M 0.58% -4,679 Timeline FICS FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 104,456 shares; 2025Q1: 108,636 shares; 2025Q2: 114,273 shares; 2025Q3: 109,519 shares; 2025Q4: 110,525 shares; 2026Q1: 135,096 shares 135,096 $5.27M 0.58% +24,571 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,857 shares; 2025Q1: 5,013 shares; 2025Q2: 8,590 shares; 2025Q3: 8,739 shares; 2025Q4: 9,062 shares; 2026Q1: 9,012 shares 9,012 $5.16M 0.56% -50 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,622 shares; 2025Q1: 82,127 shares; 2025Q2: 81,252 shares; 2025Q3: 83,449 shares; 2025Q4: 89,552 shares; 2026Q1: 84,462 shares 84,462 $4.78M 0.52% -5,090 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,409 shares; 2025Q1: 67,568 shares; 2025Q2: 66,394 shares; 2025Q3: 71,562 shares; 2025Q4: 74,167 shares; 2026Q1: 47,017 shares 47,017 $4.6M 0.5% -27,150 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68,659 shares; 2025Q1: 71,432 shares; 2025Q2: 70,501 shares; 2025Q3: 75,672 shares; 2025Q4: 63,839 shares; 2026Q1: 63,951 shares 63,951 $4.5M 0.49% +112 Timeline HUSV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 186,367 shares; 2025Q1: 184,118 shares; 2025Q2: 181,443 shares; 2025Q3: 176,617 shares; 2025Q4: 179,983 shares; 2026Q1: 115,958 shares 115,958 $4.45M 0.49% -64,025 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,062 shares; 2025Q1: 26,642 shares; 2025Q2: 28,413 shares; 2025Q3: 28,278 shares; 2025Q4: 28,468 shares; 2026Q1: 31,909 shares 31,909 $4.42M 0.48% +3,441 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,871 shares; 2025Q1: 12,905 shares; 2025Q2: 12,654 shares; 2025Q3: 12,846 shares; 2025Q4: 12,928 shares; 2026Q1: 13,942 shares 13,942 $4.1M 0.45% +1,014 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,389 shares; 2025Q1: 1,826 shares; 2025Q2: 84,395 shares; 2025Q3: 91,711 shares; 2025Q4: 98,000 shares; 2026Q1: 95,864 shares 95,864 $4.08M 0.45% -2,136 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 130,874 shares; 2025Q1: 119,397 shares; 2025Q2: 152,406 shares; 2025Q3: 118,364 shares; 2025Q4: 105,899 shares; 2026Q1: 80,626 shares 80,626 $4.06M 0.44% -25,273 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: not loaded; 2024Q4: 22,452 shares; 2025Q1: 23,408 shares; 2025Q2: 24,626 shares; 2025Q3: 24,684 shares; 2025Q4: 24,339 shares; 2026Q1: 24,346 shares 24,346 $4.03M 0.44% +7 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,068 shares; 2025Q1: 4,099 shares; 2025Q2: 3,882 shares; 2025Q3: 3,720 shares; 2025Q4: 3,824 shares; 2026Q1: 3,983 shares 3,983 $3.97M 0.43% +159 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,105 shares; 2025Q1: 4,374 shares; 2025Q2: 4,338 shares; 2025Q3: 6,976 shares; 2025Q4: 6,561 shares; 2026Q1: 6,610 shares 6,610 $3.95M 0.43% +49 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 loaded; 2024Q4: 50,914 shares; 2025Q1: 50,651 shares; 2025Q2: 46,161 shares; 2025Q3: 44,765 shares; 2025Q4: 47,260 shares; 2026Q1: 36,652 shares 36,652 $3.69M 0.4% -10,608 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,296 shares; 2025Q1: 25,697 shares; 2025Q2: 23,364 shares; 2025Q3: 21,493 shares; 2025Q4: 18,688 shares; 2026Q1: 17,260 shares 17,260 $3.69M 0.4% -1,428 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 loaded; 2024Q4: 27,847 shares; 2025Q1: 26,826 shares; 2025Q2: 25,157 shares; 2025Q3: 24,214 shares; 2025Q4: 23,783 shares; 2026Q1: 23,283 shares 23,283 $3.61M 0.39% -500 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,877 shares; 2025Q1: 65,690 shares; 2025Q2: 76,939 shares; 2025Q3: 65,215 shares; 2025Q4: 61,819 shares; 2026Q1: 56,807 shares 56,807 $3.55M 0.39% -5,012 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,588 shares; 2025Q1: 5,683 shares; 2025Q2: 5,842 shares; 2025Q3: 6,024 shares; 2025Q4: 7,246 shares; 2026Q1: 7,119 shares 7,119 $3.41M 0.37% -127 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,081 shares; 2025Q1: 28,007 shares; 2025Q2: 25,679 shares; 2025Q3: 25,088 shares; 2025Q4: 24,774 shares; 2026Q1: 26,161 shares 26,161 $3.25M 0.36% +1,387 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,566 shares; 2025Q1: 10,160 shares; 2025Q2: 10,448 shares; 2025Q3: 11,207 shares; 2025Q4: 12,192 shares; 2026Q1: 11,311 shares 11,311 $3.24M 0.35% -881 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,000 shares; 2025Q1: 19,598 shares; 2025Q2: 20,100 shares; 2025Q3: 20,100 shares; 2025Q4: 22,841 shares; 2026Q1: 22,073 shares 22,073 $3.23M 0.35% -768 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,429 shares; 2025Q1: 49,232 shares; 2025Q2: 46,534 shares; 2025Q3: 44,753 shares; 2025Q4: 47,331 shares; 2026Q1: 47,240 shares 47,240 $3.19M 0.35% -91 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,441 shares; 2025Q1: 15,764 shares; 2025Q2: 20,397 shares; 2025Q3: 24,422 shares; 2025Q4: 24,060 shares; 2026Q1: 25,237 shares 25,237 $3.15M 0.34% +1,177 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 109 shares; 2025Q1: 147 shares; 2025Q2: 764 shares; 2025Q3: 782 shares; 2025Q4: 818 shares; 2026Q1: 13,101 shares 13,101 $3.11M 0.34% +12,283 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,159 shares; 2026Q1: 36,689 shares 36,689 $3.1M 0.34% +34,530 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,941 shares; 2025Q1: 122,394 shares; 2025Q2: 123,355 shares; 2025Q3: 133,467 shares; 2025Q4: 177,962 shares; 2026Q1: 171,894 shares 171,894 $3.05M 0.33% -6,068 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 loaded; 2024Q4: 37,225 shares; 2025Q1: 37,331 shares; 2025Q2: 38,174 shares; 2025Q3: 35,032 shares; 2025Q4: 35,914 shares; 2026Q1: 35,560 shares 35,560 $3.02M 0.33% -354 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,074 shares; 2025Q1: 10,977 shares; 2025Q2: 10,399 shares; 2025Q3: 10,035 shares; 2025Q4: 9,856 shares; 2026Q1: 9,574 shares 9,574 $3M 0.33% -282 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 91,809 shares; 2025Q1: 97,847 shares; 2025Q2: 97,930 shares; 2025Q3: 92,230 shares; 2025Q4: 90,880 shares; 2026Q1: 84,983 shares 84,983 $3M 0.33% -5,897 Timeline QGRW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 1,111 shares; 2025Q4: 1,148 shares; 2026Q1: 54,493 shares 54,493 $2.91M 0.32% +53,345 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,282 shares; 2025Q1: 21,051 shares; 2025Q2: 19,380 shares; 2025Q3: 18,783 shares; 2025Q4: 18,438 shares; 2026Q1: 17,997 shares 17,997 $2.86M 0.31% -441 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,084 shares; 2025Q1: 5,399 shares; 2025Q2: 9,781 shares; 2025Q3: 11,326 shares; 2025Q4: 14,842 shares; 2026Q1: 40,709 shares 40,709 $2.84M 0.31% +25,867 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,048 shares 50,048 $2.84M 0.31% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,618 shares; 2025Q1: 48,439 shares; 2025Q2: 45,546 shares; 2025Q3: 40,818 shares; 2025Q4: 47,471 shares; 2026Q1: 47,428 shares 47,428 $2.84M 0.31% -43 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,074 shares; 2025Q1: 14,841 shares; 2025Q2: 15,651 shares; 2025Q3: 16,489 shares; 2025Q4: 18,645 shares; 2026Q1: 24,980 shares 24,980 $2.83M 0.31% +6,335 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,635 shares; 2025Q1: 19,670 shares; 2025Q2: 25,091 shares; 2025Q3: 25,533 shares; 2025Q4: 28,512 shares; 2026Q1: 37,533 shares 37,533 $2.79M 0.31% +9,021 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: not loaded; 2024Q4: 52,014 shares; 2025Q1: 68,684 shares; 2025Q2: 62,306 shares; 2025Q3: 60,225 shares; 2025Q4: 58,936 shares; 2026Q1: 47,116 shares 47,116 $2.79M 0.31% -11,820 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 457 shares; 2025Q1: 48,242 shares; 2025Q2: 66,057 shares; 2025Q3: 63,346 shares; 2025Q4: 63,384 shares; 2026Q1: 58,751 shares 58,751 $2.68M 0.29% -4,633 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 4,781 shares; 2025Q2: 3,330 shares; 2025Q3: 47,315 shares; 2025Q4: 48,533 shares; 2026Q1: 53,546 shares 53,546 $2.67M 0.29% +5,013 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,077 shares; 2025Q1: 16,925 shares; 2025Q2: 22,642 shares; 2025Q3: 83,229 shares; 2025Q4: 85,917 shares; 2026Q1: 98,344 shares 98,344 $2.58M 0.28% +12,427 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,529 shares; 2025Q1: 18,436 shares; 2025Q2: 19,148 shares; 2025Q3: 18,777 shares; 2025Q4: 19,623 shares; 2026Q1: 23,168 shares 23,168 $2.53M 0.28% +3,545 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,204 shares; 2025Q1: 16,981 shares; 2025Q2: 16,664 shares; 2025Q3: 18,937 shares; 2025Q4: 19,862 shares; 2026Q1: 20,185 shares 20,185 $2.51M 0.27% +323 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: not loaded; 2024Q4: 53,611 shares; 2025Q1: 60,758 shares; 2025Q2: 62,193 shares; 2025Q3: 69,044 shares; 2025Q4: 74,745 shares; 2026Q1: 51,862 shares 51,862 $2.51M 0.27% -22,883 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,993 shares; 2025Q1: 2,370 shares; 2025Q2: 4,014 shares; 2025Q3: 4,331 shares; 2025Q4: 6,473 shares; 2026Q1: 11,273 shares 11,273 $2.38M 0.26% +4,800 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 337 shares; 2025Q1: 467 shares; 2025Q2: 739 shares; 2025Q3: 1,235 shares; 2025Q4: 4,714 shares; 2026Q1: 14,517 shares 14,517 $2.37M 0.26% +9,803 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,898 shares; 2025Q1: 7,448 shares; 2025Q2: 5,853 shares; 2025Q3: 5,853 shares; 2025Q4: 5,853 shares; 2026Q1: 51,863 shares 51,863 $2.34M 0.26% +46,010 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,704 shares; 2025Q1: 7,665 shares; 2025Q2: 7,531 shares; 2025Q3: 7,594 shares; 2025Q4: 7,526 shares; 2026Q1: 7,596 shares 7,596 $2.3M 0.25% +70 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,411 shares; 2025Q1: 52,408 shares; 2025Q2: 52,337 shares; 2025Q3: 57,111 shares; 2025Q4: 61,570 shares; 2026Q1: 67,175 shares 67,175 $2.29M 0.25% +5,605 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,785 shares; 2025Q1: 53,860 shares; 2025Q2: 51,750 shares; 2025Q3: 51,323 shares; 2025Q4: 51,343 shares; 2026Q1: 44,925 shares 44,925 $2.28M 0.25% -6,418 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,905 shares; 2025Q1: 43,433 shares; 2025Q2: 40,973 shares; 2025Q3: 39,365 shares; 2025Q4: 37,939 shares; 2026Q1: 37,256 shares 37,256 $2.25M 0.25% -683 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 915 shares; 2025Q3: 9,891 shares; 2025Q4: 10,310 shares; 2026Q1: 10,701 shares 10,701 $2.23M 0.24% +391 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,142 shares; 2025Q1: 44,377 shares; 2025Q2: 69,748 shares; 2025Q3: 45,210 shares; 2025Q4: 54,537 shares; 2026Q1: 43,581 shares 43,581 $2.21M 0.24% -10,956 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: not loaded; 2024Q4: 17,218 shares; 2025Q1: 18,928 shares; 2025Q2: 29,657 shares; 2025Q3: 29,542 shares; 2025Q4: 28,654 shares; 2026Q1: 23,342 shares 23,342 $2.16M 0.24% -5,312 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: not loaded; 2024Q4: 49,457 shares; 2025Q1: 55,361 shares; 2025Q2: 57,722 shares; 2025Q3: 60,747 shares; 2025Q4: 63,986 shares; 2026Q1: 64,506 shares 64,506 $2.16M 0.24% +520 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,011 shares; 2025Q1: 6,286 shares; 2025Q2: 6,730 shares; 2025Q3: 5,702 shares; 2025Q4: 13,863 shares; 2026Q1: 34,314 shares 34,314 $2.15M 0.24% +20,451 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 405 shares; 2025Q1: 1,222 shares; 2025Q2: 1,270 shares; 2025Q3: 1,699 shares; 2025Q4: 2,496 shares; 2026Q1: 2,417 shares 2,417 $2.11M 0.23% -79 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,326 shares; 2025Q1: 3,558 shares; 2025Q2: 3,307 shares; 2025Q3: 3,133 shares; 2025Q4: 3,075 shares; 2026Q1: 2,945 shares 2,945 $2.09M 0.23% -130 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,132 shares; 2025Q1: 4,118 shares; 2025Q2: 4,253 shares; 2025Q3: 4,173 shares; 2025Q4: 4,199 shares; 2026Q1: 4,348 shares 4,348 $2.01M 0.22% +149 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,127 shares; 2025Q1: 14,095 shares; 2025Q2: 11,977 shares; 2025Q3: 13,671 shares; 2025Q4: 24,497 shares; 2026Q1: 36,142 shares 36,142 $2.01M 0.22% +11,645 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,043 shares; 2025Q1: 5,712 shares; 2025Q2: 6,775 shares; 2025Q3: 6,679 shares; 2025Q4: 7,053 shares; 2026Q1: 6,070 shares 6,070 $2M 0.22% -983 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 3,620 shares; 2025Q3: 3,620 shares; 2025Q4: 3,632 shares; 2026Q1: 3,079 shares 3,079 $1.96M 0.21% -553 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 loaded; 2024Q4: 11,643 shares; 2025Q1: 11,906 shares; 2025Q2: 13,043 shares; 2025Q3: 12,689 shares; 2025Q4: 10,209 shares; 2026Q1: 28,268 shares 28,268 $1.93M 0.21% +18,059 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96,497 shares; 2025Q1: 81,288 shares; 2025Q2: 80,395 shares; 2025Q3: 78,163 shares; 2025Q4: 79,208 shares; 2026Q1: 79,857 shares 79,857 $1.92M 0.21% +649 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,331 shares; 2025Q1: 2,908 shares; 2025Q2: 4,433 shares; 2025Q3: 6,251 shares; 2025Q4: 6,896 shares; 2026Q1: 6,889 shares 6,889 $1.92M 0.21% -7 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,296 shares; 2026Q1: 64,156 shares 64,156 $1.91M 0.21% +8,860 Timeline RWL 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 loaded; 2024Q4: 7,141 shares; 2025Q1: 16,379 shares; 2025Q2: 22,733 shares; 2025Q3: 21,809 shares; 2025Q4: 18,416 shares; 2026Q1: 16,613 shares 16,613 $1.91M 0.21% -1,803 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,229 shares; 2025Q1: 8,867 shares; 2025Q2: 9,027 shares; 2025Q3: 8,421 shares; 2025Q4: 9,010 shares; 2026Q1: 9,327 shares 9,327 $1.9M 0.21% +317 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,688 shares; 2025Q1: 4,953 shares; 2025Q2: 4,170 shares; 2025Q3: 3,931 shares; 2025Q4: 4,296 shares; 2026Q1: 7,832 shares 7,832 $1.88M 0.21% +3,536 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,596 shares; 2025Q1: 7,835 shares; 2025Q2: 7,747 shares; 2025Q3: 8,801 shares; 2025Q4: 8,845 shares; 2026Q1: 8,938 shares 8,938 $1.85M 0.2% +93 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,299 shares; 2025Q1: 9,659 shares; 2025Q2: 9,306 shares; 2025Q3: 10,625 shares; 2025Q4: 10,791 shares; 2026Q1: 10,897 shares 10,897 $1.85M 0.2% +106 Timeline AGGY 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 loaded; 2024Q4: 55,046 shares; 2025Q1: 54,157 shares; 2025Q2: 52,489 shares; 2025Q3: 53,713 shares; 2025Q4: 53,752 shares; 2026Q1: 41,581 shares 41,581 $1.81M 0.2% -12,171 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,964 shares; 2025Q1: 8,243 shares; 2025Q2: 7,917 shares; 2025Q3: 7,666 shares; 2025Q4: 14,898 shares; 2026Q1: 13,526 shares 13,526 $1.8M 0.2% -1,372 Timeline PSET PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,843 shares; 2025Q1: 30,154 shares; 2025Q2: 29,409 shares; 2025Q3: 28,111 shares; 2025Q4: 27,850 shares; 2026Q1: 25,657 shares 25,657 $1.79M 0.2% -2,193 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125,844 shares; 2025Q1: 101,096 shares; 2025Q2: 142,041 shares; 2025Q3: 145,463 shares; 2025Q4: 146,952 shares; 2026Q1: 106,056 shares 106,056 $1.78M 0.19% -40,896 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 31,836 shares; 2025Q3: 38,765 shares; 2025Q4: 36,927 shares; 2026Q1: 15,560 shares 15,560 $1.74M 0.19% -21,367 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,738 shares; 2025Q1: 2,596 shares; 2025Q2: 2,838 shares; 2025Q3: 2,780 shares; 2025Q4: 2,787 shares; 2026Q1: 2,823 shares 2,823 $1.71M 0.19% +36 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,836 shares; 2025Q1: 27,452 shares; 2025Q2: 30,875 shares; 2025Q3: 31,881 shares; 2025Q4: 31,894 shares; 2026Q1: 33,462 shares 33,462 $1.67M 0.18% +1,568 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,156 shares; 2025Q1: 37,805 shares; 2025Q2: 35,953 shares; 2025Q3: 36,092 shares; 2025Q4: 35,521 shares; 2026Q1: 33,506 shares 33,506 $1.65M 0.18% -2,015 Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,424 shares; 2026Q1: 45,091 shares 45,091 $1.65M 0.18% +9,667 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,093 shares 40,093 $1.65M 0.18% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 266 shares; 2025Q1: 618 shares; 2025Q2: 713 shares; 2025Q3: 714 shares; 2025Q4: 17,338 shares; 2026Q1: 18,845 shares 18,845 $1.63M 0.18% +1,507 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,094 shares; 2025Q1: 1,227 shares; 2025Q2: 1,228 shares; 2025Q3: 1,209 shares; 2025Q4: 1,211 shares; 2026Q1: 4,958 shares 4,958 $1.63M 0.18% +3,747 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,116 shares; 2025Q3: 6,270 shares; 2025Q4: 8,644 shares; 2026Q1: 44,920 shares 44,920 $1.63M 0.18% +36,276 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,576 shares; 2025Q3: 11,698 shares; 2025Q4: 15,702 shares; 2026Q1: 49,089 shares 49,089 $1.62M 0.18% +33,387 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,655 shares; 2025Q1: 1,720 shares; 2025Q2: 2,340 shares; 2025Q3: 2,611 shares; 2025Q4: 3,289 shares; 2026Q1: 5,064 shares 5,064 $1.61M 0.18% +1,775 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 543,761 shares; 2025Q1: 518,642 shares; 2025Q2: 339,861 shares; 2025Q3: 286,510 shares; 2025Q4: 280,194 shares; 2026Q1: 287,296 shares 287,296 $1.61M 0.18% +7,102 Timeline HBTA HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,883 shares 59,883 $1.6M 0.18% new Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,501 shares; 2025Q1: 70,356 shares; 2025Q2: 68,767 shares; 2025Q3: 67,081 shares; 2025Q4: 66,941 shares; 2026Q1: 67,620 shares 67,620 $1.6M 0.18% +679 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 loaded; 2024Q4: 3,796 shares; 2025Q1: 5,250 shares; 2025Q2: 4,764 shares; 2025Q3: 5,669 shares; 2025Q4: 7,449 shares; 2026Q1: 7,774 shares 7,774 $1.55M 0.17% +325 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,236 shares; 2025Q1: 10,951 shares; 2025Q2: 11,140 shares; 2025Q3: 11,241 shares; 2025Q4: 11,483 shares; 2026Q1: 11,753 shares 11,753 $1.54M 0.17% +270 Timeline NTSX 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 loaded; 2024Q4: 18,979 shares; 2025Q1: 22,014 shares; 2025Q2: 23,245 shares; 2025Q3: 26,641 shares; 2025Q4: 27,491 shares; 2026Q1: 29,404 shares 29,404 $1.53M 0.17% +1,913 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,168 shares; 2025Q1: 11,992 shares; 2025Q2: 11,938 shares; 2025Q3: 11,938 shares; 2025Q4: 11,917 shares; 2026Q1: 11,917 shares 11,917 $1.53M 0.17% 0 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 loaded; 2024Q4: 3,943 shares; 2025Q1: 5,533 shares; 2025Q2: 5,830 shares; 2025Q3: 5,220 shares; 2025Q4: 5,221 shares; 2026Q1: 6,086 shares 6,086 $1.53M 0.17% +865 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,062 shares; 2025Q1: 14,593 shares; 2025Q2: 14,180 shares; 2025Q3: 13,293 shares; 2025Q4: 12,209 shares; 2026Q1: 12,209 shares 12,209 $1.49M 0.16% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,320 shares; 2025Q2: 4,076 shares; 2025Q3: 3,165 shares; 2025Q4: 2,411 shares; 2026Q1: 2,398 shares 2,398 $1.48M 0.16% -13 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,303 shares; 2025Q1: 6,815 shares; 2025Q2: 7,439 shares; 2025Q3: 10,670 shares; 2025Q4: 17,871 shares; 2026Q1: 19,150 shares 19,150 $1.45M 0.16% +1,279 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,301 shares; 2025Q1: 4,447 shares; 2025Q2: 4,316 shares; 2025Q3: 4,285 shares; 2025Q4: 4,286 shares; 2026Q1: 4,090 shares 4,090 $1.4M 0.15% -196 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,892 shares; 2025Q1: 7,387 shares; 2025Q2: 7,807 shares; 2025Q3: 7,679 shares; 2025Q4: 7,905 shares; 2026Q1: 8,557 shares 8,557 $1.37M 0.15% +652 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,551 shares; 2025Q1: 14,689 shares; 2025Q2: 14,377 shares; 2025Q3: 13,243 shares; 2025Q4: 12,619 shares; 2026Q1: 12,251 shares 12,251 $1.34M 0.15% -368 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,699 shares; 2025Q1: 12,605 shares; 2025Q2: 13,066 shares; 2025Q3: 13,184 shares; 2025Q4: 13,502 shares; 2026Q1: 14,314 shares 14,314 $1.34M 0.15% +812 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: not loaded; 2024Q4: 4,163 shares; 2025Q1: 4,483 shares; 2025Q2: 4,382 shares; 2025Q3: 4,470 shares; 2025Q4: 4,542 shares; 2026Q1: 4,645 shares 4,645 $1.33M 0.15% +103 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,970 shares; 2025Q1: 1,993 shares; 2025Q2: 3,367 shares; 2025Q3: 3,309 shares; 2025Q4: 3,365 shares; 2026Q1: 3,941 shares 3,941 $1.33M 0.15% +576 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: not loaded; 2024Q4: 4,519 shares; 2025Q1: 7,175 shares; 2025Q2: 4,338 shares; 2025Q3: 4,367 shares; 2025Q4: 4,336 shares; 2026Q1: 4,141 shares 4,141 $1.33M 0.15% -195 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,628 shares; 2025Q1: 15,716 shares; 2025Q2: 15,344 shares; 2025Q3: 14,819 shares; 2025Q4: 14,828 shares; 2026Q1: 14,014 shares 14,014 $1.31M 0.14% -814 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,635 shares; 2025Q3: 13,234 shares; 2025Q4: 12,758 shares; 2026Q1: 5,199 shares 5,199 $1.29M 0.14% -7,559 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,089 shares; 2025Q1: 1,129 shares; 2025Q2: 1,290 shares; 2025Q3: 1,250 shares; 2025Q4: 12,970 shares; 2026Q1: 13,185 shares 13,185 $1.27M 0.14% +215 Timeline XMLV 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 loaded; 2024Q4: 21,801 shares; 2025Q1: 22,001 shares; 2025Q2: 22,078 shares; 2025Q3: 20,470 shares; 2025Q4: 20,564 shares; 2026Q1: 20,088 shares 20,088 $1.26M 0.14% -476 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: not loaded; 2024Q4: 7,627 shares; 2025Q1: 8,241 shares; 2025Q2: 8,194 shares; 2025Q3: 8,548 shares; 2025Q4: 8,619 shares; 2026Q1: 8,536 shares 8,536 $1.25M 0.14% -83 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,111 shares; 2025Q1: 19,177 shares; 2025Q2: 18,831 shares; 2025Q3: 19,351 shares; 2025Q4: 19,735 shares; 2026Q1: 19,297 shares 19,297 $1.24M 0.14% -438 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,957 shares; 2025Q1: 44,516 shares; 2025Q2: 42,224 shares; 2025Q3: 40,350 shares; 2025Q4: 39,543 shares; 2026Q1: 36,705 shares 36,705 $1.23M 0.13% -2,838 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,544 shares; 2025Q1: 2,275 shares; 2025Q2: 3,853 shares; 2025Q3: 4,194 shares; 2025Q4: 3,482 shares; 2026Q1: 3,575 shares 3,575 $1.21M 0.13% +93 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: not loaded; 2024Q4: 3,266 shares; 2025Q1: 2,966 shares; 2025Q2: 2,916 shares; 2025Q3: 2,897 shares; 2025Q4: 2,889 shares; 2026Q1: 2,660 shares 2,660 $1.16M 0.13% -229 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,699 shares; 2025Q1: 12,379 shares; 2025Q2: 11,882 shares; 2025Q3: 13,635 shares; 2025Q4: 14,279 shares; 2026Q1: 24,981 shares 24,981 $1.15M 0.13% +10,702 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,511 shares; 2025Q1: 24,276 shares; 2025Q2: 25,037 shares; 2025Q3: 25,037 shares; 2025Q4: 23,822 shares; 2026Q1: 23,430 shares 23,430 $1.14M 0.12% -392 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,203 shares; 2025Q1: 3,766 shares; 2025Q2: 4,499 shares; 2025Q3: 4,921 shares; 2025Q4: 4,909 shares; 2026Q1: 4,637 shares 4,637 $1.13M 0.12% -272 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,923 shares; 2025Q1: 3,952 shares; 2025Q2: 3,779 shares; 2025Q3: 3,747 shares; 2025Q4: 4,310 shares; 2026Q1: 3,722 shares 3,722 $1.13M 0.12% -588 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,075 shares; 2025Q1: 22,512 shares; 2025Q2: 26,827 shares; 2025Q3: 26,749 shares; 2025Q4: 27,638 shares; 2026Q1: 27,768 shares 27,768 $1.13M 0.12% +130 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,461 shares; 2025Q1: 27,726 shares; 2025Q2: 26,077 shares; 2025Q3: 25,841 shares; 2025Q4: 23,778 shares; 2026Q1: 22,055 shares 22,055 $1.11M 0.12% -1,723 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 1,268 shares; 2025Q3: 1,268 shares; 2025Q4: 1,268 shares; 2026Q1: 1,268 shares 1,268 $1.1M 0.12% 0 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: not loaded; 2024Q4: 30,188 shares; 2025Q1: 29,938 shares; 2025Q2: 23,911 shares; 2025Q3: 28,133 shares; 2025Q4: 30,084 shares; 2026Q1: 23,882 shares 23,882 $1.09M 0.12% -6,202 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,942 shares; 2025Q1: 4,911 shares; 2025Q2: 4,911 shares; 2025Q3: 4,912 shares; 2025Q4: 9,848 shares; 2026Q1: 9,776 shares 9,776 $1.07M 0.12% -72 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: not loaded; 2024Q4: 5,631 shares; 2025Q1: 6,836 shares; 2025Q2: 8,175 shares; 2025Q3: 8,597 shares; 2025Q4: 9,232 shares; 2026Q1: 10,048 shares 10,048 $1.04M 0.11% +816 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,698 shares; 2025Q1: 11,436 shares; 2025Q2: 11,123 shares; 2025Q3: 11,148 shares; 2025Q4: 11,107 shares; 2026Q1: 10,999 shares 10,999 $1.01M 0.11% -108 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 2,743 shares; 2025Q2: 2,824 shares; 2025Q3: 2,764 shares; 2025Q4: 2,448 shares; 2026Q1: 2,359 shares 2,359 $1.01M 0.11% -89 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 934 shares; 2025Q1: 1,019 shares; 2025Q2: 958 shares; 2025Q3: 943 shares; 2025Q4: 959 shares; 2026Q1: 1,075 shares 1,075 $989K 0.11% +116 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 loaded; 2024Q4: 11,816 shares; 2025Q1: 10,825 shares; 2025Q2: 10,231 shares; 2025Q3: 9,888 shares; 2025Q4: 10,120 shares; 2026Q1: 10,120 shares 10,120 $983K 0.11% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,887 shares; 2025Q1: 8,197 shares; 2025Q2: 7,442 shares; 2025Q3: 7,300 shares; 2025Q4: 6,947 shares; 2026Q1: 6,595 shares 6,595 $967K 0.11% -352 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $958K 0.1% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,818 shares; 2025Q1: 11,865 shares; 2025Q2: 11,735 shares; 2025Q3: 11,662 shares; 2025Q4: 11,662 shares; 2026Q1: 11,662 shares 11,662 $956K 0.1% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,713 shares; 2025Q1: 9,155 shares; 2025Q2: 9,445 shares; 2025Q3: 9,296 shares; 2025Q4: 9,392 shares; 2026Q1: 9,429 shares 9,429 $910K 0.1% +37 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: not loaded; 2024Q4: 41,534 shares; 2025Q1: 35,447 shares; 2025Q2: 33,155 shares; 2025Q3: 38,731 shares; 2025Q4: 46,876 shares; 2026Q1: 31,563 shares 31,563 $905K 0.1% -15,313 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,210 shares; 2025Q1: 5,477 shares; 2025Q2: 5,569 shares; 2025Q3: 5,503 shares; 2025Q4: 5,446 shares; 2026Q1: 4,608 shares 4,608 $904K 0.1% -838 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,905 shares; 2026Q1: 26,142 shares 26,142 $903K 0.1% +19,237 Timeline XSHQ 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 loaded; 2024Q4: 13,044 shares; 2025Q1: 15,651 shares; 2025Q2: 19,429 shares; 2025Q3: 20,521 shares; 2025Q4: 21,086 shares; 2026Q1: 21,337 shares 21,337 $900K 0.1% +251 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 loaded; 2024Q4: 2,500 shares; 2025Q1: 2,596 shares; 2025Q2: 2,596 shares; 2025Q3: 2,596 shares; 2025Q4: 2,501 shares; 2026Q1: 2,501 shares 2,501 $898K 0.1% 0 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,647 shares; 2025Q1: 33,434 shares; 2025Q2: 34,892 shares; 2025Q3: 35,467 shares; 2025Q4: 35,765 shares; 2026Q1: 36,099 shares 36,099 $895K 0.1% +334 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,308 shares; 2025Q1: 5,789 shares; 2025Q2: 7,188 shares; 2025Q3: 17,168 shares; 2025Q4: 19,541 shares; 2026Q1: 18,275 shares 18,275 $893K 0.1% -1,266 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 534 shares; 2025Q3: 873 shares; 2025Q4: 1,496 shares; 2026Q1: 8,799 shares 8,799 $886K 0.1% +7,303 Timeline GEM 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 loaded; 2024Q4: 38,668 shares; 2025Q1: 37,645 shares; 2025Q2: 34,402 shares; 2025Q3: 33,676 shares; 2025Q4: 33,336 shares; 2026Q1: 20,424 shares 20,424 $882K 0.1% -12,912 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,974 shares; 2025Q3: 52,411 shares; 2025Q4: 50,995 shares; 2026Q1: 19,629 shares 19,629 $878K 0.1% -31,366 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,113 shares; 2025Q1: 2,219 shares; 2025Q2: 2,618 shares; 2025Q3: 2,442 shares; 2025Q4: 2,465 shares; 2026Q1: 2,451 shares 2,451 $877K 0.1% -14 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,366 shares; 2025Q1: 8,303 shares; 2025Q2: 6,831 shares; 2025Q3: 7,346 shares; 2025Q4: 15,059 shares; 2026Q1: 14,147 shares 14,147 $867K 0.09% -912 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,311 shares; 2025Q1: 3,236 shares; 2025Q2: 3,446 shares; 2025Q3: 3,472 shares; 2025Q4: 3,362 shares; 2026Q1: 3,279 shares 3,279 $859K 0.09% -83 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: not loaded; 2024Q4: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 15,355 shares; 2025Q3: 16,255 shares; 2025Q4: 19,720 shares; 2026Q1: 18,309 shares 18,309 $855K 0.09% -1,411 Timeline GARP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,710 shares; 2025Q1: 8,658 shares; 2025Q2: 9,103 shares; 2025Q3: 10,098 shares; 2025Q4: 11,050 shares; 2026Q1: 13,253 shares 13,253 $848K 0.09% +2,203 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,926 shares; 2025Q1: 7,818 shares; 2025Q2: 10,349 shares; 2025Q3: 7,415 shares; 2025Q4: 6,828 shares; 2026Q1: 9,398 shares 9,398 $829K 0.09% +2,570 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,440 shares; 2025Q1: 6,007 shares; 2025Q2: 6,053 shares; 2025Q3: 6,038 shares; 2025Q4: 5,536 shares; 2026Q1: 5,724 shares 5,724 $827K 0.09% +188 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115,658 shares; 2025Q1: 103,486 shares; 2025Q2: 75,538 shares; 2025Q3: 64,577 shares; 2025Q4: 63,656 shares; 2026Q1: 55,239 shares 55,239 $816K 0.09% -8,417 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,960 shares; 2025Q1: 6,510 shares; 2025Q2: 6,487 shares; 2025Q3: 7,115 shares; 2025Q4: 7,124 shares; 2026Q1: 6,725 shares 6,725 $809K 0.09% -399 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: not loaded; 2024Q4: 14,490 shares; 2025Q1: 14,490 shares; 2025Q2: 14,490 shares; 2025Q3: 14,505 shares; 2025Q4: 14,505 shares; 2026Q1: 14,505 shares 14,505 $808K 0.09% 0 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,103 shares; 2025Q1: 8,785 shares; 2025Q2: 8,165 shares; 2025Q3: 8,420 shares; 2025Q4: 8,264 shares; 2026Q1: 7,262 shares 7,262 $805K 0.09% -1,002 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,176 shares; 2025Q1: 5,176 shares; 2025Q2: 5,176 shares; 2025Q3: 5,168 shares; 2025Q4: 5,053 shares; 2026Q1: 5,053 shares 5,053 $803K 0.09% 0 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: not loaded; 2024Q4: 905 shares; 2025Q1: 1,039 shares; 2025Q2: 1,155 shares; 2025Q3: 1,148 shares; 2025Q4: 1,132 shares; 2026Q1: 1,167 shares 1,167 $797K 0.09% +35 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,919 shares; 2025Q1: 30,586 shares; 2025Q2: 1,263 shares; 2025Q3: not reported; 2025Q4: 5,555 shares; 2026Q1: 34,711 shares 34,711 $797K 0.09% +29,156 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,462 shares; 2025Q1: 2,751 shares; 2025Q2: 2,765 shares; 2025Q3: 2,774 shares; 2025Q4: 2,823 shares; 2026Q1: 2,538 shares 2,538 $789K 0.09% -285 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,738 shares; 2025Q1: 14,251 shares; 2025Q2: 15,032 shares; 2025Q3: 15,311 shares; 2025Q4: 15,591 shares; 2026Q1: 15,608 shares 15,608 $787K 0.09% +17 Timeline YLDE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,775 shares; 2025Q1: 13,625 shares; 2025Q2: 14,005 shares; 2025Q3: 13,205 shares; 2025Q4: 14,405 shares; 2026Q1: 14,525 shares 14,525 $784K 0.09% +120 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,242 shares; 2025Q1: 2,238 shares; 2025Q2: 2,403 shares; 2025Q3: 2,467 shares; 2025Q4: 2,507 shares; 2026Q1: 2,567 shares 2,567 $781K 0.09% +60 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,496 shares; 2025Q4: 30,226 shares; 2026Q1: 25,955 shares 25,955 $773K 0.08% -4,271 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,907 shares; 2025Q1: 977 shares; 2025Q2: 17,677 shares; 2025Q3: 14,014 shares; 2025Q4: 7,911 shares; 2026Q1: 7,569 shares 7,569 $761K 0.08% -342 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,724 shares; 2026Q1: 19,914 shares 19,914 $757K 0.08% +13,190 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,445 shares; 2025Q1: 9,875 shares; 2025Q2: 9,111 shares; 2025Q3: 6,702 shares; 2025Q4: 6,294 shares; 2026Q1: 6,793 shares 6,793 $757K 0.08% +499 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,042 shares; 2025Q1: 4,065 shares; 2025Q2: 4,596 shares; 2025Q3: 4,555 shares; 2025Q4: 6,344 shares; 2026Q1: 5,753 shares 5,753 $753K 0.08% -591 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,792 shares; 2025Q1: 6,088 shares; 2025Q2: 6,014 shares; 2025Q3: 5,962 shares; 2025Q4: 6,190 shares; 2026Q1: 6,213 shares 6,213 $753K 0.08% +23 Timeline HDMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,030 shares; 2025Q1: 29,329 shares; 2025Q2: 26,038 shares; 2025Q3: 26,339 shares; 2025Q4: 24,204 shares; 2026Q1: 20,358 shares 20,358 $749K 0.08% -3,846 Timeline FCPI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,129 shares; 2025Q3: 41,168 shares; 2025Q4: 39,696 shares; 2026Q1: 15,107 shares 15,107 $743K 0.08% -24,589 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,071 shares; 2025Q3: 10,722 shares; 2025Q4: 11,522 shares; 2026Q1: 11,417 shares 11,417 $735K 0.08% -105 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,276 shares; 2025Q1: 12,334 shares; 2025Q2: 12,114 shares; 2025Q3: 13,074 shares; 2025Q4: 13,442 shares; 2026Q1: 13,534 shares 13,534 $732K 0.08% +92 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 loaded; 2024Q4: 1,420 shares; 2025Q1: 1,460 shares; 2025Q2: 1,760 shares; 2025Q3: 1,810 shares; 2025Q4: 4,370 shares; 2026Q1: 4,810 shares 4,810 $728K 0.08% +440 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,846 shares; 2025Q3: 35,597 shares; 2025Q4: 33,605 shares; 2026Q1: 13,162 shares 13,162 $727K 0.08% -20,443 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,545 shares; 2025Q1: 1,757 shares; 2025Q2: 1,653 shares; 2025Q3: 1,541 shares; 2025Q4: 1,544 shares; 2026Q1: 1,568 shares 1,568 $723K 0.08% +24 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: not loaded; 2024Q4: 1,767 shares; 2025Q1: 1,783 shares; 2025Q2: 1,900 shares; 2025Q3: 1,949 shares; 2025Q4: 1,464 shares; 2026Q1: 1,469 shares 1,469 $722K 0.08% +5 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,909 shares; 2025Q1: 26,969 shares; 2025Q2: 26,861 shares; 2025Q3: 18,498 shares; 2025Q4: 16,976 shares; 2026Q1: 14,493 shares 14,493 $717K 0.08% -2,483 Timeline YNOT HORIZON FDS More: the full row for HORIZON FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,808 shares 26,808 $712K 0.08% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,671 shares; 2025Q1: 5,664 shares; 2025Q2: 5,806 shares; 2025Q3: 6,271 shares; 2025Q4: 6,258 shares; 2026Q1: 6,369 shares 6,369 $710K 0.08% +111 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,267 shares; 2026Q1: 19,375 shares 19,375 $697K 0.08% +13,108 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,689 shares; 2025Q1: 17,275 shares; 2025Q2: 16,948 shares; 2025Q3: 23,020 shares; 2025Q4: 20,627 shares; 2026Q1: 22,161 shares 22,161 $680K 0.07% +1,534 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,810 shares; 2025Q1: 2,290 shares; 2025Q2: 2,290 shares; 2025Q3: 2,690 shares; 2025Q4: 3,890 shares; 2026Q1: 4,090 shares 4,090 $675K 0.07% +200 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,186 shares; 2025Q1: 23,842 shares; 2025Q2: 23,364 shares; 2025Q3: 29,862 shares; 2025Q4: 33,640 shares; 2026Q1: 29,548 shares 29,548 $662K 0.07% -4,092 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,853 shares; 2025Q1: 4,411 shares; 2025Q2: 4,691 shares; 2025Q3: 5,216 shares; 2025Q4: 4,356 shares; 2026Q1: 4,026 shares 4,026 $661K 0.07% -330 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,916 shares; 2025Q1: 7,598 shares; 2025Q2: 7,356 shares; 2025Q3: 7,052 shares; 2025Q4: 7,141 shares; 2026Q1: 7,103 shares 7,103 $660K 0.07% -38 Timeline TBLL 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 loaded; 2024Q4: 7,349 shares; 2025Q1: 6,493 shares; 2025Q2: 5,473 shares; 2025Q3: 5,925 shares; 2025Q4: 7,414 shares; 2026Q1: 6,072 shares 6,072 $641K 0.07% -1,342 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,832 shares; 2025Q1: 1,933 shares; 2025Q2: 1,954 shares; 2025Q3: 1,954 shares; 2025Q4: 1,827 shares; 2026Q1: 1,808 shares 1,808 $636K 0.07% -19 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,032 shares; 2025Q1: 7,220 shares; 2025Q2: 7,857 shares; 2025Q3: 7,746 shares; 2025Q4: 7,395 shares; 2026Q1: 6,342 shares 6,342 $611K 0.07% -1,053 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,258 shares; 2025Q1: 9,876 shares; 2025Q2: 9,299 shares; 2025Q3: 9,081 shares; 2025Q4: 8,792 shares; 2026Q1: 8,664 shares 8,664 $608K 0.07% -128 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,575 shares; 2025Q1: 3,865 shares; 2025Q2: 3,825 shares; 2025Q3: 3,420 shares; 2025Q4: 3,245 shares; 2026Q1: 2,955 shares 2,955 $604K 0.07% -290 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: not loaded; 2024Q4: 2,595 shares; 2025Q1: 2,905 shares; 2025Q2: 3,565 shares; 2025Q3: 3,482 shares; 2025Q4: 5,653 shares; 2026Q1: 11,379 shares 11,379 $601K 0.07% +5,726 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,898 shares; 2025Q1: 2,249 shares; 2025Q2: 2,221 shares; 2025Q3: 2,892 shares; 2025Q4: 2,872 shares; 2026Q1: 2,775 shares 2,775 $593K 0.06% -97 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,031 shares; 2025Q1: 2,124 shares; 2025Q2: 2,627 shares; 2025Q3: 2,635 shares; 2025Q4: 2,485 shares; 2026Q1: 2,710 shares 2,710 $590K 0.06% +225 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,810 shares; 2025Q1: 7,111 shares; 2025Q2: 7,682 shares; 2025Q3: 7,817 shares; 2025Q4: 8,679 shares; 2026Q1: 9,216 shares 9,216 $589K 0.06% +537 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 870 shares; 2025Q3: 887 shares; 2025Q4: 1,500 shares; 2026Q1: 11,727 shares 11,727 $587K 0.06% +10,227 Timeline SPHD 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 loaded; 2024Q4: 17,720 shares; 2025Q1: 17,124 shares; 2025Q2: 15,299 shares; 2025Q3: 14,011 shares; 2025Q4: 13,993 shares; 2026Q1: 11,793 shares 11,793 $585K 0.06% -2,200 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,376 shares; 2025Q1: 5,101 shares; 2025Q2: 5,531 shares; 2025Q3: 5,196 shares; 2025Q4: 5,171 shares; 2026Q1: 4,880 shares 4,880 $585K 0.06% -291 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 loaded; 2024Q4: 712 shares; 2025Q1: 4,732 shares; 2025Q2: 5,128 shares; 2025Q3: 4,848 shares; 2025Q4: 5,063 shares; 2026Q1: 4,747 shares 4,747 $583K 0.06% -316 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,160 shares; 2025Q1: 5,062 shares; 2025Q2: 4,912 shares; 2025Q3: 4,595 shares; 2025Q4: 4,831 shares; 2026Q1: 4,055 shares 4,055 $578K 0.06% -776 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,507 shares; 2025Q1: 1,895 shares; 2025Q2: 2,044 shares; 2025Q3: 2,167 shares; 2025Q4: 2,267 shares; 2026Q1: 2,030 shares 2,030 $576K 0.06% -237 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: not loaded; 2024Q4: 2,229 shares; 2025Q1: 2,289 shares; 2025Q2: 2,693 shares; 2025Q3: 2,680 shares; 2025Q4: 2,682 shares; 2026Q1: 2,319 shares 2,319 $575K 0.06% -363 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 836 shares; 2025Q1: 520 shares; 2025Q2: 1,157 shares; 2025Q3: 998 shares; 2025Q4: 991 shares; 2026Q1: 1,457 shares 1,457 $569K 0.06% +466 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 113,453 shares; 2025Q1: 46,450 shares; 2025Q2: 45,407 shares; 2025Q3: 45,235 shares; 2025Q4: 44,178 shares; 2026Q1: 16,810 shares 16,810 $567K 0.06% -27,368 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,789 shares; 2025Q1: 10,195 shares; 2025Q2: 10,014 shares; 2025Q3: 7,723 shares; 2025Q4: 8,123 shares; 2026Q1: 7,518 shares 7,518 $565K 0.06% -605 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,278 shares; 2025Q1: 5,534 shares; 2025Q2: 5,618 shares; 2025Q3: 5,535 shares; 2025Q4: 5,561 shares; 2026Q1: 5,623 shares 5,623 $563K 0.06% +62 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 246 shares; 2025Q1: 1,986 shares; 2025Q2: 2,401 shares; 2025Q3: 2,406 shares; 2025Q4: 2,731 shares; 2026Q1: 2,687 shares 2,687 $560K 0.06% -44 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,881 shares; 2025Q1: 6,870 shares; 2025Q2: 6,870 shares; 2025Q3: 6,870 shares; 2025Q4: 6,870 shares; 2026Q1: 6,870 shares 6,870 $556K 0.06% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,014 shares; 2025Q1: 1,023 shares; 2025Q2: 1,039 shares; 2025Q3: 1,164 shares; 2025Q4: 1,167 shares; 2026Q1: 1,111 shares 1,111 $551K 0.06% -56 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,572 shares; 2025Q1: 4,457 shares; 2025Q2: 4,282 shares; 2025Q3: 4,303 shares; 2025Q4: 4,266 shares; 2026Q1: 4,260 shares 4,260 $549K 0.06% -6 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,638 shares; 2025Q1: 3,089 shares; 2025Q2: 3,150 shares; 2025Q3: 3,151 shares; 2025Q4: 3,032 shares; 2026Q1: 3,154 shares 3,154 $533K 0.06% +122 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,285 shares; 2025Q2: 2,290 shares; 2025Q3: 2,231 shares; 2025Q4: 2,281 shares; 2026Q1: 2,254 shares 2,254 $533K 0.06% -27 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,378 shares; 2025Q1: 4,788 shares; 2025Q2: 5,094 shares; 2025Q3: 6,640 shares; 2025Q4: 6,508 shares; 2026Q1: 7,290 shares 7,290 $531K 0.06% +782 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: not loaded; 2024Q4: 6,179 shares; 2025Q1: 4,340 shares; 2025Q2: 3,700 shares; 2025Q3: 3,746 shares; 2025Q4: 3,752 shares; 2026Q1: 3,728 shares 3,728 $527K 0.06% -24 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,018 shares; 2025Q1: 1,016 shares; 2025Q2: 916 shares; 2025Q3: 977 shares; 2025Q4: 977 shares; 2026Q1: 978 shares 978 $526K 0.06% +1 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,320 shares; 2025Q1: 7,421 shares; 2025Q2: 7,602 shares; 2025Q3: 6,589 shares; 2025Q4: 8,359 shares; 2026Q1: 3,126 shares 3,126 $506K 0.06% -5,233 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,106 shares; 2025Q1: 2,075 shares; 2025Q2: 2,576 shares; 2025Q3: 2,579 shares; 2025Q4: 3,753 shares; 2026Q1: 3,515 shares 3,515 $500K 0.05% -238 Timeline SPLV 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 loaded; 2024Q4: 6,271 shares; 2025Q1: 1,873 shares; 2025Q2: 22,735 shares; 2025Q3: 17,674 shares; 2025Q4: 16,412 shares; 2026Q1: 6,829 shares 6,829 $500K 0.05% -9,583 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,602 shares; 2025Q1: 1,658 shares; 2025Q2: 1,856 shares; 2025Q3: 2,232 shares; 2025Q4: 2,202 shares; 2026Q1: 2,047 shares 2,047 $497K 0.05% -155 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,359 shares; 2025Q1: 10,995 shares; 2025Q2: 11,208 shares; 2025Q3: 11,666 shares; 2025Q4: 12,278 shares; 2026Q1: 13,738 shares 13,738 $486K 0.05% +1,460 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,626 shares; 2025Q1: 1,628 shares; 2025Q2: 1,621 shares; 2025Q3: 1,637 shares; 2025Q4: 1,638 shares; 2026Q1: 1,639 shares 1,639 $486K 0.05% +1 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,102 shares; 2025Q1: 37,583 shares; 2025Q2: 29,451 shares; 2025Q3: 27,132 shares; 2025Q4: 23,718 shares; 2026Q1: 21,813 shares 21,813 $485K 0.05% -1,905 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,887 shares; 2025Q1: 10,557 shares; 2025Q2: 9,794 shares; 2025Q3: 9,827 shares; 2025Q4: 9,865 shares; 2026Q1: 9,715 shares 9,715 $484K 0.05% -150 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: not loaded; 2024Q4: 4,485 shares; 2025Q1: 4,132 shares; 2025Q2: 4,271 shares; 2025Q3: 4,301 shares; 2025Q4: 4,047 shares; 2026Q1: 3,206 shares 3,206 $475K 0.05% -841 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,497 shares; 2025Q1: 7,054 shares; 2025Q2: 6,934 shares; 2025Q3: 6,774 shares; 2025Q4: 7,680 shares; 2026Q1: 7,756 shares 7,756 $475K 0.05% +76 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,163 shares; 2025Q1: 1,163 shares; 2025Q2: 1,163 shares; 2025Q3: 1,166 shares; 2025Q4: 1,166 shares; 2026Q1: 1,114 shares 1,114 $473K 0.05% -52 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,092 shares; 2025Q1: 4,597 shares; 2025Q2: 5,492 shares; 2025Q3: 5,478 shares; 2025Q4: 5,373 shares; 2026Q1: 5,131 shares 5,131 $467K 0.05% -242 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,714 shares; 2025Q1: 1,647 shares; 2025Q2: 897 shares; 2025Q3: 1,450 shares; 2025Q4: 1,597 shares; 2026Q1: 1,718 shares 1,718 $465K 0.05% +121 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 loaded; 2024Q4: 2,680 shares; 2025Q1: 2,795 shares; 2025Q2: 2,917 shares; 2025Q3: 2,937 shares; 2025Q4: 2,945 shares; 2026Q1: 2,821 shares 2,821 $464K 0.05% -124 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,452 shares; 2025Q1: 9,781 shares; 2025Q2: 8,211 shares; 2025Q3: 7,325 shares; 2025Q4: 10,736 shares; 2026Q1: 8,807 shares 8,807 $463K 0.05% -1,929 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,862 shares; 2026Q1: 16,018 shares 16,018 $462K 0.05% +5,156 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,100 shares; 2025Q3: 9,975 shares; 2025Q4: 9,975 shares; 2026Q1: 10,305 shares 10,305 $461K 0.05% +330 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,836 shares; 2025Q1: 7,960 shares; 2025Q2: 7,779 shares; 2025Q3: 7,739 shares; 2025Q4: 8,619 shares; 2026Q1: 8,680 shares 8,680 $460K 0.05% +61 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,375 shares; 2025Q1: 4,591 shares; 2025Q2: 4,831 shares; 2025Q3: 4,834 shares; 2025Q4: 4,810 shares; 2026Q1: 4,723 shares 4,723 $459K 0.05% -87 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,782 shares; 2025Q1: 18,266 shares; 2025Q2: 17,451 shares; 2025Q3: 18,370 shares; 2025Q4: 18,835 shares; 2026Q1: 19,715 shares 19,715 $456K 0.05% +880 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,872 shares; 2025Q1: 7,101 shares; 2025Q2: 6,762 shares; 2025Q3: 5,960 shares; 2025Q4: 6,002 shares; 2026Q1: 6,017 shares 6,017 $454K 0.05% +15 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 271 shares; 2025Q4: 1,105 shares; 2026Q1: 1,401 shares 1,401 $452K 0.05% +296 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,401 shares; 2025Q1: 2,592 shares; 2025Q2: 2,580 shares; 2025Q3: 3,028 shares; 2025Q4: 2,847 shares; 2026Q1: 3,049 shares 3,049 $449K 0.05% +202 Timeline PTF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,790 shares; 2025Q1: 23,284 shares; 2025Q2: 26,771 shares; 2025Q3: 26,280 shares; 2025Q4: 6,620 shares; 2026Q1: 5,165 shares 5,165 $446K 0.05% -1,455 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,342 shares; 2025Q1: 2,325 shares; 2025Q2: 2,811 shares; 2025Q3: 2,873 shares; 2025Q4: 2,838 shares; 2026Q1: 2,780 shares 2,780 $444K 0.05% -58 Timeline DON 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 loaded; 2024Q4: 8,372 shares; 2025Q1: 8,747 shares; 2025Q2: 8,683 shares; 2025Q3: 8,664 shares; 2025Q4: 8,416 shares; 2026Q1: 8,417 shares 8,417 $442K 0.05% +1 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,294 shares; 2025Q1: 7,133 shares; 2025Q2: 5,904 shares; 2025Q3: 8,321 shares; 2025Q4: 10,715 shares; 2026Q1: 9,313 shares 9,313 $437K 0.05% -1,402 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: not loaded; 2024Q4: 18,930 shares; 2025Q1: 16,390 shares; 2025Q2: 12,273 shares; 2025Q3: 11,116 shares; 2025Q4: 14,214 shares; 2026Q1: 10,780 shares 10,780 $437K 0.05% -3,434 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,172 shares; 2025Q1: 4,194 shares; 2025Q2: 3,106 shares; 2025Q3: 2,723 shares; 2025Q4: 2,625 shares; 2026Q1: 2,400 shares 2,400 $436K 0.05% -225 Timeline BIV 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 loaded; 2024Q4: 6,369 shares; 2025Q1: 6,292 shares; 2025Q2: 6,521 shares; 2025Q3: 6,474 shares; 2025Q4: 5,992 shares; 2026Q1: 5,626 shares 5,626 $434K 0.05% -366 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,379 shares; 2025Q1: 3,386 shares; 2025Q2: 3,507 shares; 2025Q3: 3,382 shares; 2025Q4: 2,984 shares; 2026Q1: 2,783 shares 2,783 $432K 0.05% -201 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,418 shares; 2025Q1: 10,328 shares; 2025Q2: 10,346 shares; 2025Q3: 9,803 shares; 2025Q4: 9,815 shares; 2026Q1: 9,145 shares 9,145 $431K 0.05% -670 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,620 shares; 2025Q1: 3,280 shares; 2025Q2: 2,649 shares; 2025Q3: 2,612 shares; 2025Q4: 2,615 shares; 2026Q1: 2,227 shares 2,227 $428K 0.05% -388 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,246 shares; 2025Q1: 4,891 shares; 2025Q2: 4,785 shares; 2025Q3: 4,863 shares; 2025Q4: 4,655 shares; 2026Q1: 4,698 shares 4,698 $426K 0.05% +43 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,615 shares; 2025Q1: 16,865 shares; 2025Q2: 16,577 shares; 2025Q3: 16,854 shares; 2025Q4: 17,372 shares; 2026Q1: 17,637 shares 17,637 $423K 0.05% +265 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,852 shares; 2025Q1: 4,955 shares; 2025Q2: 5,011 shares; 2025Q3: 5,141 shares; 2025Q4: 5,287 shares; 2026Q1: 4,646 shares 4,646 $421K 0.05% -641 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 233 shares; 2025Q1: 9,653 shares; 2025Q2: 10,917 shares; 2025Q3: 9,509 shares; 2025Q4: 8,619 shares; 2026Q1: 8,170 shares 8,170 $418K 0.05% -449 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,434 shares; 2025Q1: 4,154 shares; 2025Q2: 4,069 shares; 2025Q3: 4,995 shares; 2025Q4: 5,093 shares; 2026Q1: 5,480 shares 5,480 $417K 0.05% +387 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 loaded; 2024Q4: 2,757 shares; 2025Q1: 2,707 shares; 2025Q2: 2,409 shares; 2025Q3: 2,313 shares; 2025Q4: 2,352 shares; 2026Q1: 2,515 shares 2,515 $416K 0.05% +163 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,869 shares 5,869 $416K 0.05% new Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,758 shares; 2025Q1: 4,313 shares; 2025Q2: 4,693 shares; 2025Q3: 4,553 shares; 2025Q4: 5,028 shares; 2026Q1: 5,083 shares 5,083 $415K 0.05% +55 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,470 shares; 2025Q1: 1,395 shares; 2025Q2: 1,976 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,771 shares 1,771 $414K 0.05% -109 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,941 shares; 2025Q1: 1,734 shares; 2025Q2: 1,694 shares; 2025Q3: 1,701 shares; 2025Q4: 1,892 shares; 2026Q1: 1,860 shares 1,860 $414K 0.05% -32 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,304 shares; 2025Q1: 11,299 shares; 2025Q2: 3,974 shares; 2025Q3: 3,748 shares; 2025Q4: 3,752 shares; 2026Q1: 17,965 shares 17,965 $412K 0.04% +14,213 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 765 shares; 2025Q1: 801 shares; 2025Q2: 780 shares; 2025Q3: 830 shares; 2025Q4: 1,858 shares; 2026Q1: 1,809 shares 1,809 $409K 0.04% -49 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,301 shares; 2025Q1: 15,663 shares; 2025Q2: 11,671 shares; 2025Q3: 10,555 shares; 2025Q4: 8,940 shares; 2026Q1: 8,312 shares 8,312 $405K 0.04% -628 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 804 shares; 2025Q1: 408 shares; 2025Q2: 10,437 shares; 2025Q3: 5,531 shares; 2025Q4: 6,907 shares; 2026Q1: 8,018 shares 8,018 $404K 0.04% +1,111 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,916 shares; 2025Q1: 4,953 shares; 2025Q2: 5,013 shares; 2025Q3: 5,076 shares; 2025Q4: 5,157 shares; 2026Q1: 5,198 shares 5,198 $399K 0.04% +41 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,195 shares; 2025Q1: 21,964 shares; 2025Q2: 16,308 shares; 2025Q3: 15,378 shares; 2025Q4: 15,463 shares; 2026Q1: 16,100 shares 16,100 $398K 0.04% +637 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 59,919 shares; 2025Q4: 59,919 shares; 2026Q1: 59,919 shares 59,919 $394K 0.04% 0 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,436 shares; 2025Q1: 3,176 shares; 2025Q2: 5,335 shares; 2025Q3: 5,328 shares; 2025Q4: 11,152 shares; 2026Q1: 11,157 shares 11,157 $393K 0.04% +5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 583 shares; 2025Q1: 534 shares; 2025Q2: 532 shares; 2025Q3: 647 shares; 2025Q4: 602 shares; 2026Q1: 677 shares 677 $382K 0.04% +75 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 68 shares; 2025Q1: 62 shares; 2025Q2: 73 shares; 2025Q3: 1,475 shares; 2025Q4: 2,192 shares; 2026Q1: 2,410 shares 2,410 $379K 0.04% +218 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 3,309 shares; 2026Q1: 3,316 shares 3,316 $367K 0.04% +7 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 370 shares; 2025Q1: 1,023 shares; 2025Q2: 2,263 shares; 2025Q3: 4,147 shares; 2025Q4: 4,198 shares; 2026Q1: 4,428 shares 4,428 $366K 0.04% +230 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 242 shares; 2025Q1: 142 shares; 2025Q2: 83 shares; 2025Q3: 84 shares; 2025Q4: 1,560 shares; 2026Q1: 3,786 shares 3,786 $365K 0.04% +2,226 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,714 shares; 2025Q1: 3,633 shares; 2025Q2: 3,490 shares; 2025Q3: 3,305 shares; 2025Q4: 3,358 shares; 2026Q1: 2,736 shares 2,736 $361K 0.04% -622 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 786 shares; 2025Q1: 951 shares; 2025Q2: 1,022 shares; 2025Q3: 1,225 shares; 2025Q4: 1,225 shares; 2026Q1: 1,303 shares 1,303 $355K 0.04% +78 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 loaded; 2024Q4: 5,172 shares; 2025Q1: 5,075 shares; 2025Q2: 4,995 shares; 2025Q3: 4,900 shares; 2025Q4: 4,746 shares; 2026Q1: 4,454 shares 4,454 $355K 0.04% -292 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,682 shares; 2025Q1: 1,511 shares; 2025Q2: 1,594 shares; 2025Q3: 1,596 shares; 2025Q4: 1,528 shares; 2026Q1: 1,459 shares 1,459 $354K 0.04% -69 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 149 shares; 2025Q2: 149 shares; 2025Q3: 149 shares; 2025Q4: 699 shares; 2026Q1: 2,536 shares 2,536 $345K 0.04% +1,837 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,241 shares; 2025Q1: 4,488 shares; 2025Q2: 4,491 shares; 2025Q3: 4,497 shares; 2025Q4: 4,566 shares; 2026Q1: 4,579 shares 4,579 $344K 0.04% +13 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,500 shares; 2025Q1: 20,272 shares; 2025Q2: 10,447 shares; 2025Q3: 10,447 shares; 2025Q4: 10,447 shares; 2026Q1: 10,416 shares 10,416 $343K 0.04% -31 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: not loaded; 2024Q4: 1,129 shares; 2025Q1: 1,157 shares; 2025Q2: 718 shares; 2025Q3: 724 shares; 2025Q4: 684 shares; 2026Q1: 685 shares 685 $342K 0.04% +1 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 10,860 shares; 2025Q3: 10,839 shares; 2025Q4: 1,240 shares; 2026Q1: 1,241 shares 1,241 $336K 0.04% +1 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,000 shares; 2025Q3: 2,085 shares; 2025Q4: 2,121 shares; 2026Q1: 4,013 shares 4,013 $333K 0.04% +1,892 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 7,636 shares; 2025Q2: 608 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares 4,310 $332K 0.04% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,440 shares; 2025Q1: 2,600 shares; 2025Q2: 2,616 shares; 2025Q3: 8,274 shares; 2025Q4: 8,364 shares; 2026Q1: 8,364 shares 8,364 $330K 0.04% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,559 shares; 2025Q1: 5,672 shares; 2025Q2: 5,075 shares; 2025Q3: 5,078 shares; 2025Q4: 5,071 shares; 2026Q1: 4,995 shares 4,995 $330K 0.04% -76 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,833 shares; 2025Q1: 1,838 shares; 2025Q2: 1,846 shares; 2025Q3: 1,851 shares; 2025Q4: 1,866 shares; 2026Q1: 2,382 shares 2,382 $330K 0.04% +516 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 593 shares; 2025Q2: 1,165 shares; 2025Q3: 1,477 shares; 2025Q4: 1,448 shares; 2026Q1: 1,785 shares 1,785 $326K 0.04% +337 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,428 shares; 2025Q1: 7,679 shares; 2025Q2: 24,731 shares; 2025Q3: 17,010 shares; 2025Q4: 14,583 shares; 2026Q1: 6,547 shares 6,547 $324K 0.04% -8,036 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 loaded; 2024Q4: 557 shares; 2025Q1: 543 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 580 shares 580 $318K 0.03% +40 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,953 shares; 2025Q1: 12,953 shares; 2025Q2: 9,427 shares; 2025Q3: 7,821 shares; 2025Q4: 10,945 shares; 2026Q1: 10,921 shares 10,921 $318K 0.03% -24 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,839 shares 5,839 $314K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,952 shares; 2025Q1: 1,899 shares; 2025Q2: 2,220 shares; 2025Q3: 3,476 shares; 2025Q4: 3,095 shares; 2026Q1: 3,220 shares 3,220 $313K 0.03% +125 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,704 shares; 2025Q1: 4,005 shares; 2025Q2: 3,884 shares; 2025Q3: 3,873 shares; 2025Q4: 3,873 shares; 2026Q1: 3,898 shares 3,898 $310K 0.03% +25 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 977 shares; 2025Q1: 1,576 shares; 2025Q2: 1,352 shares; 2025Q3: 2,614 shares; 2025Q4: 2,614 shares; 2026Q1: 3,107 shares 3,107 $306K 0.03% +493 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,436 shares; 2025Q1: 2,439 shares; 2025Q2: 4,517 shares; 2025Q3: 6,678 shares; 2025Q4: 6,539 shares; 2026Q1: 5,542 shares 5,542 $300K 0.03% -997 Timeline KORP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,741 shares; 2025Q3: 18,770 shares; 2025Q4: 16,721 shares; 2026Q1: 6,431 shares 6,431 $300K 0.03% -10,290 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,102 shares; 2025Q1: 8,202 shares; 2025Q2: 3,704 shares; 2025Q3: 3,653 shares; 2025Q4: 3,355 shares; 2026Q1: 3,332 shares 3,332 $299K 0.03% -23 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,267 shares; 2025Q1: 4,014 shares; 2025Q2: 3,103 shares; 2025Q3: 3,485 shares; 2025Q4: 4,034 shares; 2026Q1: 5,736 shares 5,736 $298K 0.03% +1,702 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,760 shares; 2025Q1: 9,764 shares; 2025Q2: 7,359 shares; 2025Q3: 8,149 shares; 2025Q4: 9,170 shares; 2026Q1: 7,718 shares 7,718 $297K 0.03% -1,452 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,605 shares; 2025Q1: 4,755 shares; 2025Q2: 4,961 shares; 2025Q3: 5,561 shares; 2025Q4: 5,967 shares; 2026Q1: 5,967 shares 5,967 $295K 0.03% 0 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 957 shares; 2026Q1: 3,093 shares 3,093 $292K 0.03% +2,136 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,686 shares; 2025Q1: 6,298 shares; 2025Q2: 5,978 shares; 2025Q3: 5,779 shares; 2025Q4: 4,881 shares; 2026Q1: 3,724 shares 3,724 $289K 0.03% -1,157 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,320 shares; 2025Q1: 31,938 shares; 2025Q2: 26,457 shares; 2025Q3: 17,766 shares; 2025Q4: 13,740 shares; 2026Q1: 10,213 shares 10,213 $287K 0.03% -3,527 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,712 shares; 2025Q1: 1,701 shares; 2025Q2: 1,566 shares; 2025Q3: 1,520 shares; 2025Q4: 1,745 shares; 2026Q1: 1,888 shares 1,888 $286K 0.03% +143 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: not loaded; 2024Q4: 6,052 shares; 2025Q1: 6,359 shares; 2025Q2: 4,251 shares; 2025Q3: 3,014 shares; 2025Q4: 3,306 shares; 2026Q1: 3,285 shares 3,285 $285K 0.03% -21 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 loaded; 2024Q4: 10,072 shares; 2025Q1: 9,709 shares; 2025Q2: 9,752 shares; 2025Q3: 9,752 shares; 2025Q4: 9,795 shares; 2026Q1: 9,757 shares 9,757 $284K 0.03% -38 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,127 shares; 2025Q1: 2,059 shares; 2025Q2: 1,699 shares; 2025Q3: 1,669 shares; 2025Q4: 1,606 shares; 2026Q1: 1,530 shares 1,530 $282K 0.03% -76 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,419 shares; 2025Q1: 12,439 shares; 2025Q2: 7,243 shares; 2025Q3: 7,245 shares; 2025Q4: 7,246 shares; 2026Q1: 7,200 shares 7,200 $282K 0.03% -46 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,059 shares; 2025Q3: 6,374 shares; 2025Q4: 6,083 shares; 2026Q1: 2,322 shares 2,322 $281K 0.03% -3,761 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: not loaded; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 537 shares; 2026Q1: 537 shares 537 $281K 0.03% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,811 shares; 2025Q1: 2,201 shares; 2025Q2: 1,550 shares; 2025Q3: 1,349 shares; 2025Q4: 1,255 shares; 2026Q1: 1,213 shares 1,213 $273K 0.03% -42 Timeline QWLD SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,614 shares; 2025Q3: 5,203 shares; 2025Q4: 4,985 shares; 2026Q1: 1,901 shares 1,901 $272K 0.03% -3,084 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,555 shares; 2025Q2: 9,094 shares; 2025Q3: 8,331 shares; 2025Q4: 5,922 shares; 2026Q1: 4,162 shares 4,162 $271K 0.03% -1,760 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 96 shares; 2025Q1: 105 shares; 2025Q2: 122 shares; 2025Q3: 128 shares; 2025Q4: 116 shares; 2026Q1: 202 shares 202 $267K 0.03% +86 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,472 shares; 2025Q3: 11,675 shares; 2025Q4: 11,200 shares; 2026Q1: 4,272 shares 4,272 $265K 0.03% -6,928 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,584 shares; 2025Q1: 3,994 shares; 2025Q2: 2,569 shares; 2025Q3: 2,827 shares; 2025Q4: 2,060 shares; 2026Q1: 2,781 shares 2,781 $264K 0.03% +721 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 252 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 266 shares; 2025Q4: 266 shares; 2026Q1: 372 shares 372 $261K 0.03% +106 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: not loaded; 2024Q4: 338 shares; 2025Q1: 329 shares; 2025Q2: 84 shares; 2025Q3: 229 shares; 2025Q4: 491 shares; 2026Q1: 1,194 shares 1,194 $261K 0.03% +703 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 loaded; 2024Q4: 797 shares; 2025Q1: 797 shares; 2025Q2: 797 shares; 2025Q3: 798 shares; 2025Q4: 798 shares; 2026Q1: 798 shares 798 $261K 0.03% 0 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: not loaded; 2024Q4: 316 shares; 2025Q1: 307 shares; 2025Q2: 305 shares; 2025Q3: 305 shares; 2025Q4: 305 shares; 2026Q1: 305 shares 305 $259K 0.03% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,659 shares; 2025Q1: 476 shares; 2025Q2: 3,589 shares; 2025Q3: 3,574 shares; 2025Q4: 3,539 shares; 2026Q1: 3,687 shares 3,687 $259K 0.03% +148 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,320 shares; 2025Q1: 6,375 shares; 2025Q2: 6,193 shares; 2025Q3: 6,172 shares; 2025Q4: 6,264 shares; 2026Q1: 6,272 shares 6,272 $258K 0.03% +8 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,423 shares; 2025Q1: 2,423 shares; 2025Q2: 2,423 shares; 2025Q3: 2,423 shares; 2025Q4: 2,423 shares; 2026Q1: 2,423 shares 2,423 $257K 0.03% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,156 shares; 2025Q1: 542 shares; 2025Q2: 571 shares; 2025Q3: 495 shares; 2025Q4: 387 shares; 2026Q1: 3,499 shares 3,499 $256K 0.03% +3,112 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 557 shares; 2025Q1: 789 shares; 2025Q2: 849 shares; 2025Q3: 1,045 shares; 2025Q4: 1,029 shares; 2026Q1: 1,107 shares 1,107 $254K 0.03% +78 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 980 shares; 2025Q1: 1,017 shares; 2025Q2: 972 shares; 2025Q3: 979 shares; 2025Q4: 909 shares; 2026Q1: 2,903 shares 2,903 $252K 0.03% +1,994 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,660 shares; 2025Q1: 1,588 shares; 2025Q2: 1,347 shares; 2025Q3: 1,348 shares; 2025Q4: 1,298 shares; 2026Q1: 1,151 shares 1,151 $250K 0.03% -147 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 1,153 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 913 shares; 2026Q1: 827 shares 827 $250K 0.03% -86 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,417 shares; 2025Q1: 10,280 shares; 2025Q2: 10,280 shares; 2025Q3: 8,915 shares; 2025Q4: 8,915 shares; 2026Q1: 8,915 shares 8,915 $250K 0.03% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,939 shares; 2025Q1: 4,970 shares; 2025Q2: 4,970 shares; 2025Q3: 4,970 shares; 2025Q4: 4,994 shares; 2026Q1: 5,053 shares 5,053 $245K 0.03% +59 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 293 shares; 2025Q4: 293 shares; 2026Q1: 989 shares 989 $244K 0.03% +696 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,837 shares; 2025Q1: 9,258 shares; 2025Q2: 9,582 shares; 2025Q3: 9,582 shares; 2025Q4: 9,589 shares; 2026Q1: 9,521 shares 9,521 $244K 0.03% -68 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,142 shares; 2025Q1: 1,507 shares; 2025Q2: 3,160 shares; 2025Q3: 4,006 shares; 2025Q4: 3,875 shares; 2026Q1: 4,134 shares 4,134 $243K 0.03% +259 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,596 shares; 2025Q3: 28,823 shares; 2025Q4: 25,416 shares; 2026Q1: 11,484 shares 11,484 $241K 0.03% -13,932 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 924 shares; 2025Q2: 1,058 shares; 2025Q3: 1,138 shares; 2025Q4: 1,119 shares; 2026Q1: 1,214 shares 1,214 $238K 0.03% +95 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,885 shares; 2025Q1: 2,849 shares; 2025Q2: 2,286 shares; 2025Q3: 2,288 shares; 2025Q4: 2,031 shares; 2026Q1: 2,090 shares 2,090 $237K 0.03% +59 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,241 shares; 2025Q1: 7,545 shares; 2025Q2: 10,430 shares; 2025Q3: 9,435 shares; 2025Q4: 7,295 shares; 2026Q1: 5,564 shares 5,564 $236K 0.03% -1,731 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,827 shares; 2025Q1: 2,827 shares; 2025Q2: 2,828 shares; 2025Q3: 2,826 shares; 2025Q4: 2,826 shares; 2026Q1: 2,826 shares 2,826 $236K 0.03% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,966 shares; 2025Q2: 4,598 shares; 2025Q3: 4,627 shares; 2025Q4: 4,668 shares; 2026Q1: 4,925 shares 4,925 $234K 0.03% +257 Timeline CDL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,096 shares; 2025Q1: 3,978 shares; 2025Q2: 3,297 shares; 2025Q3: 3,311 shares; 2025Q4: 3,196 shares; 2026Q1: 3,109 shares 3,109 $232K 0.03% -87 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $230K 0.03% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 857 shares; 2025Q1: 857 shares; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares 857 $228K 0.02% 0 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 loaded; 2024Q4: 263 shares; 2025Q1: 268 shares; 2025Q2: 249 shares; 2025Q3: 230 shares; 2025Q4: 238 shares; 2026Q1: 236 shares 236 $227K 0.02% -2 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,246 shares; 2025Q1: 2,150 shares; 2025Q2: 2,145 shares; 2025Q3: 2,124 shares; 2025Q4: 2,185 shares; 2026Q1: 2,191 shares 2,191 $225K 0.02% +6 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 loaded; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,592 shares; 2025Q3: 1,592 shares; 2025Q4: 1,592 shares; 2026Q1: 1,733 shares 1,733 $219K 0.02% +141 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 199 shares; 2025Q1: 299 shares; 2025Q2: 495 shares; 2025Q3: 664 shares; 2025Q4: 553 shares; 2026Q1: 619 shares 619 $214K 0.02% +66 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 loaded; 2024Q4: 808 shares; 2025Q1: 837 shares; 2025Q2: 1,654 shares; 2025Q3: 1,654 shares; 2025Q4: 1,624 shares; 2026Q1: 1,626 shares 1,626 $213K 0.02% +2 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 loaded; 2024Q4: 769 shares; 2025Q1: 792 shares; 2025Q2: 792 shares; 2025Q3: 792 shares; 2025Q4: 792 shares; 2026Q1: 701 shares 701 $210K 0.02% -91 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 743 shares; 2025Q1: 718 shares; 2025Q2: 722 shares; 2025Q3: 892 shares; 2025Q4: 881 shares; 2026Q1: 1,069 shares 1,069 $208K 0.02% +188 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 494 shares; 2025Q1: 2,194 shares; 2025Q2: 2,414 shares; 2025Q3: 2,583 shares; 2025Q4: 2,333 shares; 2026Q1: 2,258 shares 2,258 $207K 0.02% -75 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,198 shares; 2025Q1: 7,341 shares; 2025Q2: 7,223 shares; 2025Q3: 7,161 shares; 2025Q4: 6,632 shares; 2026Q1: 7,135 shares 7,135 $207K 0.02% +503 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,776 shares; 2025Q1: 3,776 shares; 2025Q2: 3,733 shares; 2025Q3: 3,371 shares; 2025Q4: 3,357 shares; 2026Q1: 2,950 shares 2,950 $207K 0.02% -407 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: not loaded; 2024Q4: 5,780 shares; 2025Q1: 6,093 shares; 2025Q2: 6,101 shares; 2025Q3: 6,204 shares; 2025Q4: 7,435 shares; 2026Q1: 7,939 shares 7,939 $207K 0.02% +504 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 loaded; 2024Q4: 304 shares; 2025Q1: 315 shares; 2025Q2: 692 shares; 2025Q3: 918 shares; 2025Q4: 890 shares; 2026Q1: 972 shares 972 $203K 0.02% +82 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 721 shares; 2025Q1: 746 shares; 2025Q2: 746 shares; 2025Q3: 746 shares; 2025Q4: 774 shares; 2026Q1: 777 shares 777 $202K 0.02% +3 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 1,098 shares 1,098 $201K 0.02% +438 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 296 shares; 2025Q1: 296 shares; 2025Q2: 296 shares; 2025Q3: 296 shares; 2025Q4: 4,958 shares; 2026Q1: 4,964 shares 4,964 $201K 0.02% +6 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,055 shares; 2025Q1: 3,655 shares; 2025Q2: 3,585 shares; 2025Q3: 3,701 shares; 2025Q4: 3,679 shares; 2026Q1: 2,969 shares 2,969 $201K 0.02% -710 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: not loaded; 2024Q4: 1,261 shares; 2025Q1: 623 shares; 2025Q2: 1,142 shares; 2025Q3: 1,278 shares; 2025Q4: 1,520 shares; 2026Q1: 1,381 shares 1,381 $201K 0.02% -139 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 48,000 shares; 2025Q4: 48,000 shares; 2026Q1: 48,000 shares 48,000 $194K 0.02% 0 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,390 shares; 2025Q4: 7,018 shares; 2026Q1: 7,018 shares 7,018 $193K 0.02% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 205 shares; 2025Q1: 345 shares; 2025Q2: 681 shares; 2025Q3: 1,012 shares; 2025Q4: 961 shares; 2026Q1: 902 shares 902 $190K 0.02% -59 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 2,623 shares; 2025Q3: 2,290 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $189K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 335 shares; 2025Q1: 336 shares; 2025Q2: 354 shares; 2025Q3: 354 shares; 2025Q4: 349 shares; 2026Q1: 435 shares 435 $188K 0.02% +86 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,392 shares; 2025Q1: 1,367 shares; 2025Q2: 1,373 shares; 2025Q3: 1,377 shares; 2025Q4: 1,383 shares; 2026Q1: 1,849 shares 1,849 $188K 0.02% +466 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,519 shares; 2025Q1: 3,519 shares; 2025Q2: 3,519 shares; 2025Q3: 3,510 shares; 2025Q4: 3,027 shares; 2026Q1: 3,036 shares 3,036 $184K 0.02% +9 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,589 shares; 2025Q1: 23,404 shares; 2025Q2: 12,649 shares; 2025Q3: 12,542 shares; 2025Q4: 10,283 shares; 2026Q1: 4,734 shares 4,734 $184K 0.02% -5,549 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 931 shares 931 $184K 0.02% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565 shares; 2025Q1: 565 shares; 2025Q2: 467 shares; 2025Q3: 468 shares; 2025Q4: 469 shares; 2026Q1: 450 shares 450 $182K 0.02% -19 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,037 shares; 2025Q2: 4,893 shares; 2025Q3: 4,463 shares; 2025Q4: 3,125 shares; 2026Q1: 2,240 shares 2,240 $178K 0.02% -885 Timeline TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,856 shares; 2025Q1: 4,877 shares; 2025Q2: 4,899 shares; 2025Q3: 3,695 shares; 2025Q4: 3,714 shares; 2026Q1: 3,735 shares 3,735 $178K 0.02% +21 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,561 shares; 2025Q1: 1,931 shares; 2025Q2: 1,809 shares; 2025Q3: 1,161 shares; 2025Q4: 949 shares; 2026Q1: 949 shares 949 $177K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,282 shares; 2025Q1: 2,282 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,209 shares; 2026Q1: 2,209 shares 2,209 $177K 0.02% 0 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,537 shares; 2025Q1: 10,180 shares; 2025Q2: 15,756 shares; 2025Q3: 16,611 shares; 2025Q4: 15,894 shares; 2026Q1: 15,950 shares 15,950 $176K 0.02% +56 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: not loaded; 2024Q4: 935 shares; 2025Q1: 834 shares; 2025Q2: 712 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 646 shares 646 $176K 0.02% -85 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: not loaded; 2024Q4: 1,140 shares; 2025Q1: 783 shares; 2025Q2: 583 shares; 2025Q3: 230 shares; 2025Q4: 376 shares; 2026Q1: 446 shares 446 $171K 0.02% +70 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 754 shares; 2025Q1: 863 shares; 2025Q2: 1,234 shares; 2025Q3: 1,235 shares; 2025Q4: 1,196 shares; 2026Q1: 1,215 shares 1,215 $169K 0.02% +19 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,185 shares; 2025Q2: 6,821 shares; 2025Q3: 6,206 shares; 2025Q4: 4,415 shares; 2026Q1: 3,008 shares 3,008 $165K 0.02% -1,407 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,475 shares; 2025Q1: not reported; 2025Q2: 22,608 shares; 2025Q3: 18,591 shares; 2025Q4: 17,216 shares; 2026Q1: 8,645 shares 8,645 $164K 0.02% -8,571 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,015 shares; 2025Q1: 4,008 shares; 2025Q2: 3,999 shares; 2025Q3: 4,002 shares; 2025Q4: 3,672 shares; 2026Q1: 1,770 shares 1,770 $164K 0.02% -1,902 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: not loaded; 2024Q4: 503 shares; 2025Q1: 549 shares; 2025Q2: 489 shares; 2025Q3: 525 shares; 2025Q4: 505 shares; 2026Q1: 496 shares 496 $162K 0.02% -9 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60 shares; 2025Q1: 60 shares; 2025Q2: 352 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 1,491 shares 1,491 $161K 0.02% +780 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 954 shares; 2025Q1: 737 shares; 2025Q2: 837 shares; 2025Q3: 859 shares; 2025Q4: 896 shares; 2026Q1: 1,396 shares 1,396 $158K 0.02% +500 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: not loaded; 2024Q4: 114 shares; 2025Q1: 123 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 442 shares 442 $158K 0.02% +322 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,202 shares; 2025Q1: 32,996 shares; 2025Q2: 35,137 shares; 2025Q3: 36,359 shares; 2025Q4: 41,328 shares; 2026Q1: 3,100 shares 3,100 $157K 0.02% -38,228 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: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $156K 0.02% 0 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,068 shares; 2025Q3: 5,176 shares; 2025Q4: 4,848 shares; 2026Q1: 1,821 shares 1,821 $156K 0.02% -3,027 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,777 shares; 2025Q1: 3,149 shares; 2025Q2: 4,396 shares; 2025Q3: 4,496 shares; 2025Q4: 4,496 shares; 2026Q1: 5,995 shares 5,995 $155K 0.02% +1,499 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,650 shares; 2025Q1: 1,650 shares; 2025Q2: 1,982 shares; 2025Q3: 2,067 shares; 2025Q4: 2,067 shares; 2026Q1: 2,085 shares 2,085 $153K 0.02% +18 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,560 shares; 2025Q1: 3,129 shares; 2025Q2: 3,096 shares; 2025Q3: 3,038 shares; 2025Q4: 2,752 shares; 2026Q1: 2,622 shares 2,622 $151K 0.02% -130 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,870 shares; 2025Q1: 1,990 shares; 2025Q2: 2,138 shares; 2025Q3: 2,115 shares; 2025Q4: 2,118 shares; 2026Q1: 2,122 shares 2,122 $151K 0.02% +4 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 1,089 shares; 2026Q1: 1,092 shares 1,092 $150K 0.02% +3 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $150K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,663 shares; 2025Q1: 3,637 shares; 2025Q2: 3,638 shares; 2025Q3: 3,640 shares; 2025Q4: 3,641 shares; 2026Q1: 3,642 shares 3,642 $150K 0.02% +1 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,820 shares; 2025Q1: 3,554 shares; 2025Q2: 4,038 shares; 2025Q3: 6,729 shares; 2025Q4: 4,020 shares; 2026Q1: 5,202 shares 5,202 $149K 0.02% +1,182 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,250 shares; 2025Q4: 8,268 shares; 2026Q1: 7,518 shares 7,518 $149K 0.02% -750 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,630 shares; 2025Q1: 6,064 shares; 2025Q2: 5,040 shares; 2025Q3: 4,520 shares; 2025Q4: 4,239 shares; 2026Q1: 3,359 shares 3,359 $148K 0.02% -880 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 757 shares; 2025Q1: 756 shares; 2025Q2: 755 shares; 2025Q3: 788 shares; 2025Q4: 901 shares; 2026Q1: 712 shares 712 $148K 0.02% -189 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,230 shares; 2025Q1: 1,861 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,944 shares; 2026Q1: 1,887 shares 1,887 $148K 0.02% -57 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: not loaded; 2024Q4: 572 shares; 2025Q1: 572 shares; 2025Q2: 543 shares; 2025Q3: 517 shares; 2025Q4: 462 shares; 2026Q1: 450 shares 450 $147K 0.02% -12 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 5,407 shares; 2025Q3: 5,407 shares; 2025Q4: 5,407 shares; 2026Q1: 6,907 shares 6,907 $146K 0.02% +1,500 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: not loaded; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 131 shares; 2025Q4: 1,125 shares; 2026Q1: 1,100 shares 1,100 $145K 0.02% -25 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,416 shares; 2025Q1: 1,395 shares; 2025Q2: 1,412 shares; 2025Q3: 1,434 shares; 2025Q4: 1,006 shares; 2026Q1: 1,062 shares 1,062 $144K 0.02% +56 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,793 shares; 2025Q1: 4,052 shares; 2025Q2: 7,025 shares; 2025Q3: 7,082 shares; 2025Q4: 7,088 shares; 2026Q1: 3,808 shares 3,808 $144K 0.02% -3,280 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $144K 0.02% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117 shares; 2025Q1: 16 shares; 2025Q2: 24 shares; 2025Q3: 632 shares; 2025Q4: 1,258 shares; 2026Q1: 1,486 shares 1,486 $144K 0.02% +228 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,998 shares 5,998 $143K 0.02% new 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: not loaded; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 695 shares; 2025Q3: 695 shares; 2025Q4: 695 shares; 2026Q1: 695 shares 695 $142K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 721 shares; 2025Q2: 667 shares; 2025Q3: 1,032 shares; 2025Q4: 836 shares; 2026Q1: 1,163 shares 1,163 $141K 0.02% +327 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 437 shares; 2025Q3: 442 shares; 2025Q4: 1,442 shares; 2026Q1: 3,441 shares 3,441 $140K 0.02% +1,999 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90 shares; 2025Q3: 140 shares; 2025Q4: 753 shares; 2026Q1: 1,805 shares 1,805 $140K 0.02% +1,052 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,553 shares 1,553 $138K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 562 shares 562 $137K 0.02% -17 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 58 shares; 2025Q2: 1,619 shares; 2025Q3: 2,222 shares; 2025Q4: 2,163 shares; 2026Q1: 2,142 shares 2,142 $136K 0.01% -21 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,871 shares; 2025Q1: 1,871 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 1,715 shares 1,715 $136K 0.01% -108 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 165 shares; 2025Q1: 395 shares; 2025Q2: 325 shares; 2025Q3: 295 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $135K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 1,835 shares; 2026Q1: 1,000 shares 1,000 $135K 0.01% -835 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 373 shares; 2025Q1: 341 shares; 2025Q2: 389 shares; 2025Q3: 576 shares; 2025Q4: 562 shares; 2026Q1: 645 shares 645 $134K 0.01% +83 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,728 shares; 2026Q1: 1,518 shares 1,518 $134K 0.01% -210 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,434 shares; 2025Q1: 10,031 shares; 2025Q2: 18,856 shares; 2025Q3: 20,219 shares; 2025Q4: 19,312 shares; 2026Q1: 19,638 shares 19,638 $134K 0.01% +326 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 468 shares; 2025Q1: 449 shares; 2025Q2: 345 shares; 2025Q3: 345 shares; 2025Q4: 345 shares; 2026Q1: 362 shares 362 $134K 0.01% +17 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,158 shares; 2025Q2: 9,332 shares; 2025Q3: 8,835 shares; 2025Q4: 6,986 shares; 2026Q1: 4,243 shares 4,243 $134K 0.01% -2,743 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,334 shares; 2025Q1: 1,266 shares; 2025Q2: 1,122 shares; 2025Q3: 1,160 shares; 2025Q4: 1,126 shares; 2026Q1: 976 shares 976 $133K 0.01% -150 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,369 shares; 2025Q1: 1,365 shares; 2025Q2: 1,366 shares; 2025Q3: 1,418 shares; 2025Q4: 2,891 shares; 2026Q1: 2,895 shares 2,895 $133K 0.01% +4 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,218 shares; 2025Q1: 7,003 shares; 2025Q2: 4,649 shares; 2025Q3: 4,672 shares; 2025Q4: 4,700 shares; 2026Q1: 3,883 shares 3,883 $132K 0.01% -817 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 loaded; 2024Q4: 24 shares; 2025Q1: 31 shares; 2025Q2: 119 shares; 2025Q3: 427 shares; 2025Q4: 400 shares; 2026Q1: 452 shares 452 $132K 0.01% +52 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 673 shares; 2025Q1: 662 shares; 2025Q2: 663 shares; 2025Q3: 663 shares; 2025Q4: 663 shares; 2026Q1: 664 shares 664 $131K 0.01% +1 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,529 shares; 2025Q1: 736 shares; 2025Q2: 686 shares; 2025Q3: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106 $131K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 115 shares; 2025Q4: 115 shares; 2026Q1: 1,629 shares 1,629 $130K 0.01% +1,514 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,696 shares; 2025Q1: 2,351 shares; 2025Q2: 1,811 shares; 2025Q3: 1,640 shares; 2025Q4: 3,128 shares; 2026Q1: 2,592 shares 2,592 $130K 0.01% -536 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,615 shares; 2025Q1: 2,663 shares; 2025Q2: 2,021 shares; 2025Q3: 1,756 shares; 2025Q4: 1,760 shares; 2026Q1: 1,998 shares 1,998 $129K 0.01% +238 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 60 shares; 2025Q3: 63 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares 1,433 $129K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,800 shares; 2025Q1: 4,717 shares; 2025Q2: 4,782 shares; 2025Q3: 4,825 shares; 2025Q4: 4,921 shares; 2026Q1: 4,989 shares 4,989 $129K 0.01% +68 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 675 shares; 2025Q1: 772 shares; 2025Q2: 1,102 shares; 2025Q3: 1,106 shares; 2025Q4: 1,039 shares; 2026Q1: 707 shares 707 $129K 0.01% -332 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,962 shares; 2025Q1: 1,346 shares; 2025Q2: 1,358 shares; 2025Q3: 1,371 shares; 2025Q4: 1,379 shares; 2026Q1: 1,347 shares 1,347 $129K 0.01% -32 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,986 shares; 2025Q1: 53,823 shares; 2025Q2: 51,751 shares; 2025Q3: 18,066 shares; 2025Q4: 18,103 shares; 2026Q1: 2,944 shares 2,944 $128K 0.01% -15,159 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 loaded; 2024Q4: 299 shares; 2025Q1: 362 shares; 2025Q2: 362 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 360 shares 360 $128K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,351 shares; 2025Q1: 41,898 shares; 2025Q2: 55,064 shares; 2025Q3: 57,319 shares; 2025Q4: 56,759 shares; 2026Q1: 25,075 shares 25,075 $128K 0.01% -31,684 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: not loaded; 2024Q4: 300 shares; 2025Q1: 369 shares; 2025Q2: 619 shares; 2025Q3: 801 shares; 2025Q4: 747 shares; 2026Q1: 739 shares 739 $128K 0.01% -8 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 969 shares; 2025Q1: 958 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 763 shares; 2026Q1: 746 shares 746 $126K 0.01% -17 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,348 shares; 2025Q1: 3,292 shares; 2025Q2: 3,295 shares; 2025Q3: 3,297 shares; 2025Q4: 3,300 shares; 2026Q1: 3,747 shares 3,747 $126K 0.01% +447 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,200 shares; 2025Q1: 750 shares; 2025Q2: 740 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $125K 0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,712 shares; 2025Q3: 3,082 shares; 2025Q4: 3,082 shares; 2026Q1: 2,700 shares 2,700 $125K 0.01% -382 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,409 shares; 2025Q1: 1,054 shares; 2025Q2: 1,647 shares; 2025Q3: 1,697 shares; 2025Q4: 1,749 shares; 2026Q1: 1,731 shares 1,731 $125K 0.01% -18 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 527 shares; 2025Q1: 536 shares; 2025Q2: 536 shares; 2025Q3: 503 shares; 2025Q4: 465 shares; 2026Q1: 452 shares 452 $124K 0.01% -13 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,454 shares; 2025Q1: 9,454 shares; 2025Q2: 7,534 shares; 2025Q3: 7,534 shares; 2025Q4: 7,316 shares; 2026Q1: 7,316 shares 7,316 $124K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,229 shares; 2026Q1: 1,229 shares 1,229 $123K 0.01% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,072 shares; 2025Q1: 4,072 shares; 2025Q2: 3,199 shares; 2025Q3: 3,199 shares; 2025Q4: 3,144 shares; 2026Q1: 3,144 shares 3,144 $123K 0.01% 0 Timeline GSEW 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,443 shares 1,443 $122K 0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 465 shares; 2025Q1: 524 shares; 2025Q2: 503 shares; 2025Q3: 467 shares; 2025Q4: 438 shares; 2026Q1: 1,615 shares 1,615 $120K 0.01% +1,177 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,396 shares; 2025Q1: 8,025 shares; 2025Q2: 8,616 shares; 2025Q3: 3,288 shares; 2025Q4: 2,662 shares; 2026Q1: 2,293 shares 2,293 $120K 0.01% -369 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,369 shares; 2025Q3: 5,026 shares; 2025Q4: 5,067 shares; 2026Q1: 5,107 shares 5,107 $120K 0.01% +40 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,206 shares; 2025Q1: 4,154 shares; 2025Q2: 2,040 shares; 2025Q3: 1,772 shares; 2025Q4: 1,838 shares; 2026Q1: 1,521 shares 1,521 $120K 0.01% -317 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,361 shares; 2025Q1: 3,361 shares; 2025Q2: 3,361 shares; 2025Q3: 3,361 shares; 2025Q4: 3,361 shares; 2026Q1: 4,803 shares 4,803 $118K 0.01% +1,442 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 856 shares; 2026Q1: 4,004 shares 4,004 $118K 0.01% +3,148 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: not loaded; 2024Q4: 209 shares; 2025Q1: 213 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $117K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 539 shares; 2025Q1: 470 shares; 2025Q2: 667 shares; 2025Q3: 1,368 shares; 2025Q4: 1,310 shares; 2026Q1: 1,641 shares 1,641 $116K 0.01% +331 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182 shares; 2025Q1: 167 shares; 2025Q2: 129 shares; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 129 shares 129 $115K 0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 401 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 405 shares; 2025Q4: 402 shares; 2026Q1: 402 shares 402 $114K 0.01% 0 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,124 shares; 2025Q1: 2,674 shares; 2025Q2: 2,774 shares; 2025Q3: 2,774 shares; 2025Q4: 2,774 shares; 2026Q1: 2,774 shares 2,774 $113K 0.01% 0 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,436 shares; 2025Q1: 60,630 shares; 2025Q2: 58,795 shares; 2025Q3: 10,778 shares; 2025Q4: 11,086 shares; 2026Q1: 11,086 shares 11,086 $113K 0.01% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 2,125 shares; 2025Q4: 2,499 shares; 2026Q1: 10,399 shares 10,399 $113K 0.01% +7,900 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: not loaded; 2024Q4: 942 shares; 2025Q1: 813 shares; 2025Q2: 816 shares; 2025Q3: 818 shares; 2025Q4: 850 shares; 2026Q1: 852 shares 852 $113K 0.01% +2 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76 shares; 2025Q1: 291 shares; 2025Q2: 1,218 shares; 2025Q3: 1,329 shares; 2025Q4: 1,302 shares; 2026Q1: 1,563 shares 1,563 $112K 0.01% +261 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,137 shares; 2025Q1: 1,243 shares; 2025Q2: 1,276 shares; 2025Q3: 1,160 shares; 2025Q4: 1,160 shares; 2026Q1: 3,210 shares 3,210 $111K 0.01% +2,050 Timeline VUSB 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 loaded; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 2,211 shares; 2026Q1: 2,219 shares 2,219 $111K 0.01% +8 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,622 shares 1,622 $110K 0.01% -14 Timeline HEEM ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,984 shares; 2025Q2: 6,618 shares; 2025Q3: 6,057 shares; 2025Q4: 4,370 shares; 2026Q1: 2,977 shares 2,977 $110K 0.01% -1,393 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: not loaded; 2024Q4: 514 shares; 2025Q1: 165 shares; 2025Q2: 167 shares; 2025Q3: 195 shares; 2025Q4: 488 shares; 2026Q1: 452 shares 452 $110K 0.01% -36 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 710 shares; 2025Q3: 710 shares; 2025Q4: 710 shares; 2026Q1: 717 shares 717 $110K 0.01% +7 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,575 shares; 2025Q1: 2,575 shares; 2025Q2: 2,575 shares; 2025Q3: 2,594 shares; 2025Q4: 2,594 shares; 2026Q1: 2,890 shares 2,890 $108K 0.01% +296 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 1,109 shares 1,109 $108K 0.01% +924 Timeline