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: 62,163 shares; 2024Q4: 63,399 shares; 2025Q1: 2,526 shares; 2025Q2: 62,896 shares; 2025Q3: 62,941 shares; 2025Q4: 62,740 shares; 2026Q1: 58,361 shares 58,361 $42.2M 9.47% -4,379 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: 220,859 shares; 2024Q4: 222,646 shares; 2025Q1: 2,322 shares; 2025Q2: 2,252 shares; 2025Q3: 234,805 shares; 2025Q4: 247,574 shares; 2026Q1: 254,679 shares 254,679 $35.2M 7.89% +7,105 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: 231,451 shares; 2024Q4: not reported; 2025Q1: 226,859 shares; 2025Q2: 229,043 shares; 2025Q3: 227,728 shares; 2025Q4: 228,349 shares; 2026Q1: 227,066 shares 227,066 $18.2M 4.08% -1,283 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: 168,629 shares; 2024Q4: not reported; 2025Q1: 182,002 shares; 2025Q2: 177,155 shares; 2025Q3: 174,643 shares; 2025Q4: 174,309 shares; 2026Q1: 174,201 shares 174,201 $16.6M 3.73% -108 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,766 shares; 2024Q4: 186,112 shares; 2025Q1: 197,919 shares; 2025Q2: 200,287 shares; 2025Q3: 206,090 shares; 2025Q4: 230,596 shares; 2026Q1: 249,418 shares 249,418 $12.5M 2.81% +18,822 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: 32,084 shares; 2024Q4: 36,813 shares; 2025Q1: 41,007 shares; 2025Q2: 45,725 shares; 2025Q3: 49,669 shares; 2025Q4: 55,053 shares; 2026Q1: 59,297 shares 59,297 $12.1M 2.7% +4,244 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,502 shares; 2024Q4: 92,309 shares; 2025Q1: 97,224 shares; 2025Q2: 99,003 shares; 2025Q3: 104,644 shares; 2025Q4: 117,240 shares; 2026Q1: 125,846 shares 125,846 $11.5M 2.58% +8,606 Timeline ICSH 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: 153,271 shares; 2024Q4: 166,714 shares; 2025Q1: 175,184 shares; 2025Q2: 177,556 shares; 2025Q3: 183,391 shares; 2025Q4: 208,358 shares; 2026Q1: 225,240 shares 225,240 $11.4M 2.55% +16,882 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,101 shares; 2024Q4: 84,092 shares; 2025Q1: 88,227 shares; 2025Q2: 89,402 shares; 2025Q3: 92,475 shares; 2025Q4: 104,980 shares; 2026Q1: 113,491 shares 113,491 $11.3M 2.54% +8,511 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: 6,201 shares; 2024Q4: 6,563 shares; 2025Q1: 7,048 shares; 2025Q2: 7,614 shares; 2025Q3: 8,298 shares; 2025Q4: 11,882 shares; 2026Q1: 14,424 shares 14,424 $9.83M 2.2% +2,542 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: 10,034 shares; 2024Q4: 11,193 shares; 2025Q1: 12,279 shares; 2025Q2: 12,594 shares; 2025Q3: 13,102 shares; 2025Q4: 16,234 shares; 2026Q1: 109,504 shares 109,504 $9.23M 2.07% +93,270 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: 3,605 shares; 2024Q4: 3,511 shares; 2025Q1: 2,997 shares; 2025Q2: 2,637 shares; 2025Q3: 2,769 shares; 2025Q4: 13,245 shares; 2026Q1: 17,736 shares 17,736 $7.42M 1.66% +4,491 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: 10,978 shares; 2024Q4: 12,083 shares; 2025Q1: 12,776 shares; 2025Q2: 13,342 shares; 2025Q3: 13,975 shares; 2025Q4: 18,354 shares; 2026Q1: 20,494 shares 20,494 $7.32M 1.64% +2,140 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,384 shares; 2024Q4: 310,675 shares; 2025Q1: 610,366 shares; 2025Q2: 297,098 shares; 2025Q3: 49,789 shares; 2025Q4: 61,060 shares; 2026Q1: 61,651 shares 61,651 $6.79M 1.52% +591 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: 12,376 shares; 2024Q4: 12,620 shares; 2025Q1: 12,646 shares; 2025Q2: 12,465 shares; 2025Q3: 12,307 shares; 2025Q4: 12,169 shares; 2026Q1: 12,793 shares 12,793 $5.26M 1.18% +624 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: 6,287 shares; 2024Q4: 5,827 shares; 2025Q1: 5,302 shares; 2025Q2: 5,305 shares; 2025Q3: 7,234 shares; 2025Q4: 19,532 shares; 2026Q1: 60,003 shares 60,003 $4.93M 1.11% +40,471 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,957 shares; 2026Q1: 43,836 shares 43,836 $4.76M 1.07% +33,879 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: 5,631 shares; 2024Q4: 6,573 shares; 2025Q1: 5,694 shares; 2025Q2: 5,635 shares; 2025Q3: 5,635 shares; 2025Q4: 11,146 shares; 2026Q1: 15,802 shares 15,802 $4.49M 1.01% +4,656 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: 7,177 shares; 2024Q4: 7,140 shares; 2025Q1: 7,203 shares; 2025Q2: 7,197 shares; 2025Q3: 7,430 shares; 2025Q4: 7,562 shares; 2026Q1: 7,929 shares 7,929 $3.69M 0.83% +367 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,059 shares; 2026Q1: 42,609 shares 42,609 $3.67M 0.82% +30,550 Timeline AVLV 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: 21,767 shares; 2024Q4: 28,335 shares; 2025Q1: 31,703 shares; 2025Q2: 32,786 shares; 2025Q3: 37,507 shares; 2025Q4: 38,227 shares; 2026Q1: 37,654 shares 37,654 $3.29M 0.74% -573 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,709 shares; 2024Q4: 40,100 shares; 2025Q1: 51,028 shares; 2025Q2: 42,137 shares; 2025Q3: 43,004 shares; 2025Q4: 51,755 shares; 2026Q1: 65,080 shares 65,080 $3.29M 0.74% +13,325 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,484 shares; 2026Q1: 74,027 shares 74,027 $3.27M 0.73% +57,543 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: 39,816 shares; 2024Q4: 36,004 shares; 2025Q1: 32,761 shares; 2025Q2: 33,696 shares; 2025Q3: 45,184 shares; 2025Q4: 46,249 shares; 2026Q1: 45,475 shares 45,475 $3.14M 0.7% -774 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,467 shares; 2024Q4: 10,977 shares; 2025Q1: 11,116 shares; 2025Q2: 10,939 shares; 2025Q3: 11,189 shares; 2025Q4: 11,290 shares; 2026Q1: 11,571 shares 11,571 $3.07M 0.69% +281 Timeline RWJ 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: 21,042 shares; 2024Q4: 23,117 shares; 2025Q1: 27,823 shares; 2025Q2: 29,989 shares; 2025Q3: 32,004 shares; 2025Q4: 46,324 shares; 2026Q1: 53,794 shares 53,794 $3.01M 0.67% +7,470 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 2,378 shares; 2025Q1: 2,443 shares; 2025Q2: 2,420 shares; 2025Q3: 2,553 shares; 2025Q4: 2,628 shares; 2026Q1: 2,847 shares 2,847 $2.89M 0.65% +219 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: 21,344 shares; 2024Q4: 29,354 shares; 2025Q1: 30,082 shares; 2025Q2: 27,941 shares; 2025Q3: 24,724 shares; 2025Q4: 24,807 shares; 2026Q1: 26,148 shares 26,148 $2.83M 0.63% +1,341 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,964 shares; 2026Q1: 62,108 shares 62,108 $2.55M 0.57% +45,144 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,156 shares; 2026Q1: 25,323 shares 25,323 $2.51M 0.56% +20,167 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 12,519 shares; 2025Q1: 14,019 shares; 2025Q2: 14,307 shares; 2025Q3: 15,538 shares; 2025Q4: 15,921 shares; 2026Q1: 20,716 shares 20,716 $2.49M 0.56% +4,795 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 430 shares; 2025Q3: 444 shares; 2025Q4: 449 shares; 2026Q1: 2,253 shares 2,253 $2.47M 0.55% +1,804 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 2,343 shares; 2025Q1: 2,804 shares; 2025Q2: 2,962 shares; 2025Q3: 2,946 shares; 2025Q4: 2,859 shares; 2026Q1: 1,481 shares 1,481 $2.35M 0.53% -1,378 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: 10,218 shares; 2024Q4: 9,523 shares; 2025Q1: 9,452 shares; 2025Q2: 9,379 shares; 2025Q3: 9,565 shares; 2025Q4: 9,648 shares; 2026Q1: 11,442 shares 11,442 $2.22M 0.5% +1,794 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,071 shares; 2024Q4: 14,114 shares; 2025Q1: 14,663 shares; 2025Q2: 13,997 shares; 2025Q3: 13,620 shares; 2025Q4: 13,660 shares; 2026Q1: 13,835 shares 13,835 $2.18M 0.49% +175 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: 6,055 shares; 2024Q4: 6,166 shares; 2025Q1: 5,965 shares; 2025Q2: 5,558 shares; 2025Q3: 5,522 shares; 2025Q4: 5,547 shares; 2026Q1: 5,610 shares 5,610 $2.16M 0.48% +63 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: 5,321 shares; 2024Q4: 5,143 shares; 2025Q1: 4,472 shares; 2025Q2: 4,253 shares; 2025Q3: 4,078 shares; 2025Q4: 4,150 shares; 2026Q1: 10,850 shares 10,850 $2.13M 0.48% +6,700 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: 32,529 shares; 2024Q4: 43,134 shares; 2025Q1: 49,512 shares; 2025Q2: 52,167 shares; 2025Q3: 53,746 shares; 2025Q4: 39,670 shares; 2026Q1: 24,797 shares 24,797 $2.12M 0.48% -14,873 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,984 shares; 2026Q1: 93,570 shares 93,570 $1.99M 0.45% +68,586 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,782 shares; 2025Q1: 11,161 shares; 2025Q2: 12,103 shares; 2025Q3: 12,871 shares; 2025Q4: 19,395 shares; 2026Q1: 22,813 shares 22,813 $1.9M 0.43% +3,418 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,534 shares 12,534 $1.84M 0.41% new Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 11,499 shares; 2025Q1: 11,499 shares; 2025Q2: 11,494 shares; 2025Q3: 11,494 shares; 2025Q4: 11,287 shares; 2026Q1: 19,706 shares 19,706 $1.83M 0.41% +8,419 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,061 shares; 2026Q1: 29,325 shares 29,325 $1.81M 0.41% +21,264 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: 5,273 shares; 2024Q4: 5,118 shares; 2025Q1: 5,554 shares; 2025Q2: 5,621 shares; 2025Q3: 5,928 shares; 2025Q4: 6,174 shares; 2026Q1: 6,389 shares 6,389 $1.8M 0.4% +215 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,008 shares; 2026Q1: 18,816 shares 18,816 $1.77M 0.4% +14,808 Timeline VTG VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,829 shares; 2026Q1: 23,537 shares 23,537 $1.77M 0.4% +18,708 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: 6,313 shares; 2024Q4: 6,239 shares; 2025Q1: 5,237 shares; 2025Q2: 5,244 shares; 2025Q3: 5,188 shares; 2025Q4: 5,188 shares; 2026Q1: 6,446 shares 6,446 $1.76M 0.4% +1,258 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,550 shares; 2026Q1: 16,842 shares 16,842 $1.74M 0.39% +13,292 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: 15,190 shares; 2024Q4: 16,213 shares; 2025Q1: 16,201 shares; 2025Q2: 16,280 shares; 2025Q3: 18,468 shares; 2025Q4: 18,950 shares; 2026Q1: 18,482 shares 18,482 $1.74M 0.39% -468 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: 12,002 shares; 2024Q4: 7,484 shares; 2025Q1: 6,481 shares; 2025Q2: 5,925 shares; 2025Q3: 5,836 shares; 2025Q4: 5,985 shares; 2026Q1: 17,607 shares 17,607 $1.73M 0.39% +11,622 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,446 shares; 2026Q1: 35,231 shares 35,231 $1.71M 0.38% +27,785 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,272 shares; 2026Q1: 63,087 shares 63,087 $1.7M 0.38% +49,815 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,171 shares; 2024Q4: 12,984 shares; 2025Q1: 14,127 shares; 2025Q2: 13,844 shares; 2025Q3: 13,956 shares; 2025Q4: 14,285 shares; 2026Q1: 14,415 shares 14,415 $1.69M 0.38% +130 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: 20,107 shares; 2024Q4: 21,334 shares; 2025Q1: 22,308 shares; 2025Q2: 21,711 shares; 2025Q3: 21,770 shares; 2025Q4: 21,433 shares; 2026Q1: 21,687 shares 21,687 $1.65M 0.37% +254 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,517 shares 1,517 $1.64M 0.37% new Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,582 shares; 2026Q1: 13,738 shares 13,738 $1.63M 0.37% +10,156 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,968 shares 5,968 $1.61M 0.36% new Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,664 shares; 2024Q4: 31,826 shares; 2025Q1: 29,766 shares; 2025Q2: 27,406 shares; 2025Q3: 28,463 shares; 2025Q4: 31,569 shares; 2026Q1: 31,620 shares 31,620 $1.6M 0.36% +51 Timeline RBCAA REPUBLIC BANCORP INC KY More: the full row for REPUBLIC BANCORP INC KY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,754 shares 20,754 $1.59M 0.36% new Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,700 shares; 2026Q1: 37,966 shares 37,966 $1.58M 0.36% +29,266 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: 31,809 shares; 2024Q4: 31,950 shares; 2025Q1: 29,904 shares; 2025Q2: 28,921 shares; 2025Q3: 30,095 shares; 2025Q4: 31,705 shares; 2026Q1: 31,331 shares 31,331 $1.58M 0.35% -374 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,766 shares; 2026Q1: 42,612 shares 42,612 $1.58M 0.35% +32,846 Timeline NEAR 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: 31,959 shares; 2024Q4: 32,220 shares; 2025Q1: 32,306 shares; 2025Q2: 30,128 shares; 2025Q3: 29,728 shares; 2025Q4: 31,223 shares; 2026Q1: 31,003 shares 31,003 $1.57M 0.35% -220 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,036 shares; 2025Q1: 9,091 shares; 2025Q2: 9,982 shares; 2025Q3: 10,479 shares; 2025Q4: 15,371 shares; 2026Q1: 17,006 shares 17,006 $1.52M 0.34% +1,635 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: 5,802 shares; 2024Q4: 5,892 shares; 2025Q1: 6,324 shares; 2025Q2: 6,540 shares; 2025Q3: 6,830 shares; 2025Q4: 6,871 shares; 2026Q1: 8,112 shares 8,112 $1.51M 0.34% +1,241 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,511 shares 3,511 $1.51M 0.34% new 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: 23,881 shares; 2024Q4: 25,618 shares; 2025Q1: 24,818 shares; 2025Q2: 24,657 shares; 2025Q3: 24,873 shares; 2025Q4: 25,234 shares; 2026Q1: 25,613 shares 25,613 $1.5M 0.34% +379 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: 23,708 shares; 2024Q4: 24,040 shares; 2025Q1: 24,117 shares; 2025Q2: 15,881 shares; 2025Q3: 14,711 shares; 2025Q4: 14,998 shares; 2026Q1: 14,967 shares 14,967 $1.5M 0.34% -31 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: 4,230 shares; 2024Q4: 4,238 shares; 2025Q1: 4,135 shares; 2025Q2: 4,130 shares; 2025Q3: 4,200 shares; 2025Q4: 3,802 shares; 2026Q1: 3,802 shares 3,802 $1.48M 0.33% 0 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: 13,412 shares; 2024Q4: 13,497 shares; 2025Q1: 13,012 shares; 2025Q2: 12,987 shares; 2025Q3: 11,105 shares; 2025Q4: 10,204 shares; 2026Q1: 10,059 shares 10,059 $1.46M 0.33% -145 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,425 shares 5,425 $1.43M 0.32% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,954 shares 21,954 $1.41M 0.32% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,963 shares 3,963 $1.4M 0.31% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,283 shares 12,283 $1.39M 0.31% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,166 shares 3,166 $1.39M 0.31% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,708 shares; 2025Q1: 5,418 shares; 2025Q2: 5,468 shares; 2025Q3: 5,669 shares; 2025Q4: 5,753 shares; 2026Q1: 7,487 shares 7,487 $1.38M 0.31% +1,734 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,638 shares; 2024Q4: 9,234 shares; 2025Q1: 9,664 shares; 2025Q2: 9,817 shares; 2025Q3: 9,840 shares; 2025Q4: 9,859 shares; 2026Q1: 10,178 shares 10,178 $1.37M 0.31% +319 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,493 shares; 2025Q1: 12,022 shares; 2025Q2: 12,144 shares; 2025Q3: 12,463 shares; 2025Q4: 12,327 shares; 2026Q1: 12,538 shares 12,538 $1.33M 0.3% +211 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: 50,336 shares; 2024Q4: 54,519 shares; 2025Q1: not reported; 2025Q2: 20,674 shares; 2025Q3: 12,701 shares; 2025Q4: 13,424 shares; 2026Q1: 12,436 shares 12,436 $1.31M 0.29% -988 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 reported; 2024Q4: 1,102 shares; 2025Q1: 1,361 shares; 2025Q2: 1,382 shares; 2025Q3: 1,390 shares; 2025Q4: 1,385 shares; 2026Q1: 1,399 shares 1,399 $1.31M 0.29% +14 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,430 shares 3,430 $1.3M 0.29% new Timeline EWH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,692 shares; 2026Q1: 54,640 shares 54,640 $1.3M 0.29% +39,948 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,585 shares; 2025Q1: 13,226 shares; 2025Q2: 14,398 shares; 2025Q3: 15,423 shares; 2025Q4: 23,117 shares; 2026Q1: 26,297 shares 26,297 $1.29M 0.29% +3,180 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,114 shares; 2024Q4: 3,298 shares; 2025Q1: 3,018 shares; 2025Q2: 2,999 shares; 2025Q3: 3,059 shares; 2025Q4: 3,516 shares; 2026Q1: 3,915 shares 3,915 $1.29M 0.29% +399 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,036 shares 2,036 $1.29M 0.29% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,896 shares; 2025Q1: 13,103 shares; 2025Q2: 17,433 shares; 2025Q3: 21,080 shares; 2025Q4: 10,847 shares; 2026Q1: 12,023 shares 12,023 $1.28M 0.29% +1,176 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 3,248 shares; 2025Q1: 3,527 shares; 2025Q2: 3,484 shares; 2025Q3: 3,502 shares; 2025Q4: 3,561 shares; 2026Q1: 3,634 shares 3,634 $1.27M 0.28% +73 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,817 shares 7,817 $1.25M 0.28% new Timeline BSV 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: 11,065 shares; 2024Q4: 11,761 shares; 2025Q1: 12,403 shares; 2025Q2: 12,589 shares; 2025Q3: 14,280 shares; 2025Q4: 14,969 shares; 2026Q1: 15,874 shares 15,874 $1.24M 0.28% +905 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,949 shares 30,949 $1.21M 0.27% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,240 shares 11,240 $1.2M 0.27% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,800 shares; 2025Q2: 6,075 shares; 2025Q3: 6,221 shares; 2025Q4: 7,524 shares; 2026Q1: 6,706 shares 6,706 $1.16M 0.26% -818 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,473 shares; 2026Q1: 20,162 shares 20,162 $1.15M 0.26% +14,689 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,562 shares 15,562 $1.14M 0.25% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,515 shares; 2025Q2: 8,889 shares; 2025Q3: 9,420 shares; 2025Q4: 9,959 shares; 2026Q1: 10,284 shares 10,284 $1.12M 0.25% +325 Timeline BHE BENCHMARK ELECTRS INC More: the full row for BENCHMARK ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,184 shares 13,184 $1.11M 0.25% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,882 shares 6,882 $1.1M 0.25% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,323 shares 51,323 $1.07M 0.24% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,853 shares; 2024Q4: 12,821 shares; 2025Q1: not reported; 2025Q2: 20,194 shares; 2025Q3: 22,698 shares; 2025Q4: 23,191 shares; 2026Q1: 25,674 shares 25,674 $1.07M 0.24% +2,483 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,619 shares 45,619 $1.06M 0.24% new 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: 16,150 shares; 2024Q4: 39,154 shares; 2025Q1: 41,217 shares; 2025Q2: 44,900 shares; 2025Q3: 41,342 shares; 2025Q4: 45,958 shares; 2026Q1: 18,173 shares 18,173 $1.05M 0.24% -27,785 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: 1,686 shares; 2024Q4: 2,060 shares; 2025Q1: 2,236 shares; 2025Q2: 2,270 shares; 2025Q3: 2,212 shares; 2025Q4: 1,786 shares; 2026Q1: 2,075 shares 2,075 $1.04M 0.23% +289 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: 5,013 shares; 2024Q4: 5,637 shares; 2025Q1: 5,102 shares; 2025Q2: 4,877 shares; 2025Q3: 6,125 shares; 2025Q4: 6,617 shares; 2026Q1: 7,300 shares 7,300 $1.02M 0.23% +683 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: 5,314 shares; 2024Q4: 6,143 shares; 2025Q1: 6,506 shares; 2025Q2: 6,391 shares; 2025Q3: 6,244 shares; 2025Q4: 5,960 shares; 2026Q1: 5,521 shares 5,521 $1.02M 0.23% -439 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,082 shares 3,082 $1.02M 0.23% new Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687 shares; 2024Q4: 838 shares; 2025Q1: 888 shares; 2025Q2: 785 shares; 2025Q3: 819 shares; 2025Q4: 846 shares; 2026Q1: 900 shares 900 $1.02M 0.23% +54 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: 11,088 shares; 2024Q4: 11,180 shares; 2025Q1: 11,682 shares; 2025Q2: 11,925 shares; 2025Q3: 12,337 shares; 2025Q4: 12,379 shares; 2026Q1: 12,935 shares 12,935 $1.01M 0.23% +556 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: 7,257 shares; 2024Q4: 2,670 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,609 shares; 2026Q1: 3,198 shares 3,198 $990K 0.22% +589 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,272 shares 22,272 $980K 0.22% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,783 shares; 2024Q4: 81,479 shares; 2025Q1: 84,658 shares; 2025Q2: 61,417 shares; 2025Q3: 74,714 shares; 2025Q4: 85,809 shares; 2026Q1: 89,158 shares 89,158 $956K 0.21% +3,349 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,328 shares 5,328 $954K 0.21% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,240 shares; 2025Q1: 1,294 shares; 2025Q2: 1,583 shares; 2025Q3: 1,584 shares; 2025Q4: 1,679 shares; 2026Q1: 1,769 shares 1,769 $942K 0.21% +90 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,362 shares 20,362 $877K 0.2% new Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,092 shares 32,092 $862K 0.19% new Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,438 shares 2,438 $843K 0.19% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,174 shares; 2024Q4: 11,205 shares; 2025Q1: 11,885 shares; 2025Q2: 12,447 shares; 2025Q3: 16,260 shares; 2025Q4: 16,958 shares; 2026Q1: 17,385 shares 17,385 $833K 0.19% +427 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,149 shares 7,149 $829K 0.19% new Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,760 shares 2,760 $828K 0.19% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,011 shares; 2024Q4: 2,178 shares; 2025Q1: 2,642 shares; 2025Q2: 2,579 shares; 2025Q3: 2,790 shares; 2025Q4: 2,718 shares; 2026Q1: 2,771 shares 2,771 $828K 0.19% +53 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: 4,919 shares; 2024Q4: 5,282 shares; 2025Q1: 5,636 shares; 2025Q2: 6,089 shares; 2025Q3: 10,053 shares; 2025Q4: 10,355 shares; 2026Q1: 10,675 shares 10,675 $819K 0.18% +320 Timeline EDV 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: 3,579 shares; 2024Q4: 3,457 shares; 2025Q1: 3,331 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,850 shares 12,850 $815K 0.18% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 2,101 shares; 2025Q1: 2,275 shares; 2025Q2: 1,943 shares; 2025Q3: 1,630 shares; 2025Q4: 1,797 shares; 2026Q1: 1,907 shares 1,907 $809K 0.18% +110 Timeline BLV 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: 4,024 shares; 2024Q4: 4,478 shares; 2025Q1: 4,896 shares; 2025Q2: 5,610 shares; 2025Q3: 11,157 shares; 2025Q4: 11,504 shares; 2026Q1: 11,827 shares 11,827 $807K 0.18% +323 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,051 shares; 2025Q1: 10,018 shares; 2025Q2: 12,563 shares; 2025Q3: 13,346 shares; 2025Q4: 16,478 shares; 2026Q1: 7,850 shares 7,850 $807K 0.18% -8,628 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,844 shares; 2025Q1: 26,304 shares; 2025Q2: 26,037 shares; 2025Q3: 25,943 shares; 2025Q4: 25,362 shares; 2026Q1: 22,476 shares 22,476 $795K 0.18% -2,886 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,617 shares; 2024Q4: 4,352 shares; 2025Q1: 4,645 shares; 2025Q2: 4,062 shares; 2025Q3: 3,993 shares; 2025Q4: 4,117 shares; 2026Q1: 4,249 shares 4,249 $787K 0.18% +132 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,231 shares; 2024Q4: 12,377 shares; 2025Q1: 12,391 shares; 2025Q2: 12,425 shares; 2025Q3: 12,700 shares; 2025Q4: 12,816 shares; 2026Q1: 5,275 shares 5,275 $773K 0.17% -7,541 Timeline CTS CTS CORP More: the full row for CTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,173 shares 13,173 $765K 0.17% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,209 shares; 2025Q1: 1,561 shares; 2025Q2: 1,455 shares; 2025Q3: not reported; 2025Q4: 4,255 shares; 2026Q1: 5,062 shares 5,062 $758K 0.17% +807 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,453 shares; 2025Q1: 18,038 shares; 2025Q2: 18,566 shares; 2025Q3: 19,285 shares; 2025Q4: 20,031 shares; 2026Q1: 22,747 shares 22,747 $743K 0.17% +2,716 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,985 shares; 2025Q1: 13,537 shares; 2025Q2: 13,581 shares; 2025Q3: 13,921 shares; 2025Q4: 15,027 shares; 2026Q1: 21,014 shares 21,014 $733K 0.16% +5,987 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,331 shares 4,331 $723K 0.16% new Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,877 shares; 2024Q4: 6,462 shares; 2025Q1: 6,937 shares; 2025Q2: 7,108 shares; 2025Q3: 7,415 shares; 2025Q4: 7,583 shares; 2026Q1: 7,941 shares 7,941 $723K 0.16% +358 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,226 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,886 shares 5,886 $715K 0.16% new Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 9,796 shares; 2025Q1: 9,796 shares; 2025Q2: 9,796 shares; 2025Q3: 9,982 shares; 2025Q4: 9,864 shares; 2026Q1: 9,864 shares 9,864 $712K 0.16% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,110 shares; 2025Q2: 1,823 shares; 2025Q3: 1,792 shares; 2025Q4: 2,075 shares; 2026Q1: 2,475 shares 2,475 $710K 0.16% +400 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,215 shares 14,215 $705K 0.16% new Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,622 shares; 2024Q4: 8,344 shares; 2025Q1: 8,188 shares; 2025Q2: 6,494 shares; 2025Q3: 4,886 shares; 2025Q4: 5,048 shares; 2026Q1: 18,262 shares 18,262 $703K 0.16% +13,214 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,261 shares 6,261 $701K 0.16% new Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,447 shares 22,447 $674K 0.15% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,888 shares 16,888 $671K 0.15% new Timeline SUPN SUPERNUS PHARMACEUTICALS More: the full row for SUPERNUS PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,444 shares 13,444 $661K 0.15% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,157 shares; 2024Q4: 85,853 shares; 2025Q1: 82,289 shares; 2025Q2: 97,148 shares; 2025Q3: 109,627 shares; 2025Q4: 72,127 shares; 2026Q1: 12,761 shares 12,761 $649K 0.15% -59,366 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,236 shares; 2025Q1: 7,233 shares; 2025Q2: 7,430 shares; 2025Q3: 7,674 shares; 2025Q4: 7,769 shares; 2026Q1: 7,926 shares 7,926 $645K 0.14% +157 Timeline AVES 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: 5,266 shares; 2024Q4: 7,039 shares; 2025Q1: 7,881 shares; 2025Q2: 8,018 shares; 2025Q3: 9,347 shares; 2025Q4: 9,680 shares; 2026Q1: 9,674 shares 9,674 $641K 0.14% -6 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,992 shares; 2025Q1: 2,289 shares; 2025Q2: 2,335 shares; 2025Q3: 2,469 shares; 2025Q4: 2,578 shares; 2026Q1: 3,032 shares 3,032 $635K 0.14% +454 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: 43,723 shares; 2024Q4: 40,121 shares; 2025Q1: 41,027 shares; 2025Q2: 51,385 shares; 2025Q3: 59,113 shares; 2025Q4: 26,207 shares; 2026Q1: 8,602 shares 8,602 $631K 0.14% -17,605 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: 24,585 shares; 2024Q4: 27,137 shares; 2025Q1: 32,224 shares; 2025Q2: 34,631 shares; 2025Q3: 36,998 shares; 2025Q4: 39,089 shares; 2026Q1: 8,934 shares 8,934 $618K 0.14% -30,155 Timeline REYN REYNOLDS CONSUMER PRODS INC More: the full row for REYNOLDS CONSUMER PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,397 shares 28,397 $605K 0.14% new Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,760 shares; 2025Q1: 10,168 shares; 2025Q2: 10,633 shares; 2025Q3: 11,280 shares; 2025Q4: 11,907 shares; 2026Q1: 14,675 shares 14,675 $597K 0.13% +2,768 Timeline SBH SALLY BEAUTY HLDGS INC More: the full row for SALLY BEAUTY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,223 shares 43,223 $594K 0.13% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,467 shares 1,467 $571K 0.13% new Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,848 shares 6,848 $568K 0.13% new Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,409 shares 2,409 $565K 0.13% new Timeline FLDR 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: 9,511 shares; 2024Q4: 9,511 shares; 2025Q1: 10,654 shares; 2025Q2: 10,861 shares; 2025Q3: 10,881 shares; 2025Q4: 10,881 shares; 2026Q1: 11,079 shares 11,079 $555K 0.12% +198 Timeline PGNY PROGYNY INC More: the full row for PROGYNY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,001 shares; 2025Q1: 25,018 shares; 2025Q2: 25,360 shares; 2025Q3: 26,402 shares; 2025Q4: 26,241 shares; 2026Q1: 27,864 shares 27,864 $529K 0.12% +1,623 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,310 shares 7,310 $528K 0.12% new 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: 12,599 shares; 2024Q4: 4,720 shares; 2025Q1: 3,574 shares; 2025Q2: 3,464 shares; 2025Q3: 3,442 shares; 2025Q4: 3,442 shares; 2026Q1: 3,383 shares 3,383 $524K 0.12% -59 Timeline VMBS 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: 6,258 shares; 2024Q4: 6,683 shares; 2025Q1: 7,090 shares; 2025Q2: 7,372 shares; 2025Q3: 10,455 shares; 2025Q4: 10,738 shares; 2026Q1: 11,037 shares 11,037 $515K 0.12% +299 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,554 shares; 2024Q4: 21,946 shares; 2025Q1: 22,410 shares; 2025Q2: 23,149 shares; 2025Q3: 23,396 shares; 2025Q4: 21,812 shares; 2026Q1: 5,332 shares 5,332 $509K 0.11% -16,480 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,078 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,168 shares 8,168 $494K 0.11% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,819 shares; 2024Q4: 44,072 shares; 2025Q1: 44,501 shares; 2025Q2: 53,467 shares; 2025Q3: 58,987 shares; 2025Q4: 20,553 shares; 2026Q1: 7,472 shares 7,472 $489K 0.11% -13,081 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: 11,998 shares; 2024Q4: 9,539 shares; 2025Q1: 8,670 shares; 2025Q2: 9,206 shares; 2025Q3: 7,209 shares; 2025Q4: 3,538 shares; 2026Q1: 7,863 shares 7,863 $482K 0.11% +4,325 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 reported; 2024Q4: 6,863 shares; 2025Q1: 6,695 shares; 2025Q2: 6,614 shares; 2025Q3: 6,226 shares; 2025Q4: 5,087 shares; 2026Q1: 5,087 shares 5,087 $481K 0.11% 0 Timeline FLRN 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: 15,468 shares; 2024Q4: 15,468 shares; 2025Q1: 15,468 shares; 2025Q2: 15,468 shares; 2025Q3: 15,468 shares; 2025Q4: 15,468 shares; 2026Q1: 15,468 shares 15,468 $476K 0.11% 0 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,471 shares 19,471 $474K 0.11% new Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,952 shares 22,952 $473K 0.11% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 627 shares; 2025Q2: 981 shares; 2025Q3: 1,070 shares; 2025Q4: 1,239 shares; 2026Q1: 990 shares 990 $472K 0.11% -249 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: 7,393 shares; 2024Q4: 7,527 shares; 2025Q1: 7,001 shares; 2025Q2: 7,121 shares; 2025Q3: 6,781 shares; 2025Q4: 4,635 shares; 2026Q1: 4,381 shares 4,381 $469K 0.11% -254 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,956 shares 2,956 $469K 0.11% new Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,655 shares 34,655 $466K 0.1% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 833 shares; 2024Q4: 1,428 shares; 2025Q1: 1,923 shares; 2025Q2: 1,764 shares; 2025Q3: 1,773 shares; 2025Q4: 1,740 shares; 2026Q1: 628 shares 628 $457K 0.1% -1,112 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,202 shares 8,202 $456K 0.1% new 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 reported; 2024Q4: 1,084 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,087 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $436K 0.1% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 860 shares; 2026Q1: 673 shares 673 $431K 0.1% -187 Timeline GSLC 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: 3,170 shares; 2024Q4: 3,170 shares; 2025Q1: 3,170 shares; 2025Q2: 2,982 shares; 2025Q3: 2,982 shares; 2025Q4: 2,975 shares; 2026Q1: 2,975 shares 2,975 $411K 0.09% 0 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 reported; 2024Q4: 941 shares; 2025Q1: 1,555 shares; 2025Q2: 1,427 shares; 2025Q3: 1,430 shares; 2025Q4: 1,434 shares; 2026Q1: 1,463 shares 1,463 $411K 0.09% +29 Timeline VCLT 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: 21,238 shares; 2024Q4: 38,361 shares; 2025Q1: 40,564 shares; 2025Q2: 45,637 shares; 2025Q3: 46,900 shares; 2025Q4: 48,327 shares; 2026Q1: 5,373 shares 5,373 $401K 0.09% -42,954 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: 185,928 shares; 2024Q4: 182,424 shares; 2025Q1: 180,131 shares; 2025Q2: 174,218 shares; 2025Q3: 168,143 shares; 2025Q4: 27,745 shares; 2026Q1: 6,023 shares 6,023 $397K 0.09% -21,722 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,694 shares; 2024Q4: 2,641 shares; 2025Q1: 2,535 shares; 2025Q2: 2,216 shares; 2025Q3: 2,204 shares; 2025Q4: 2,069 shares; 2026Q1: 2,045 shares 2,045 $394K 0.09% -24 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,111 shares; 2025Q1: 9,111 shares; 2025Q2: 9,111 shares; 2025Q3: 9,111 shares; 2025Q4: 9,111 shares; 2026Q1: 9,111 shares 9,111 $392K 0.09% 0 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: 20,536 shares; 2024Q4: 22,814 shares; 2025Q1: 23,243 shares; 2025Q2: 26,274 shares; 2025Q3: 28,098 shares; 2025Q4: 36,209 shares; 2026Q1: 8,433 shares 8,433 $391K 0.09% -27,776 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,893 shares; 2025Q1: 2,022 shares; 2025Q2: 2,014 shares; 2025Q3: 1,902 shares; 2025Q4: 1,909 shares; 2026Q1: 1,670 shares 1,670 $388K 0.09% -239 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 reported; 2024Q4: 315 shares; 2025Q1: not reported; 2025Q2: 319 shares; 2025Q3: 319 shares; 2025Q4: 319 shares; 2026Q1: 620 shares 620 $375K 0.08% +301 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: 3,583 shares; 2024Q4: 3,524 shares; 2025Q1: 5,774 shares; 2025Q2: 3,570 shares; 2025Q3: 4,103 shares; 2025Q4: 4,167 shares; 2026Q1: 4,224 shares 4,224 $360K 0.08% +57 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,183 shares; 2024Q4: 67,518 shares; 2025Q1: 72,848 shares; 2025Q2: 68,781 shares; 2025Q3: 68,569 shares; 2025Q4: 74,989 shares; 2026Q1: 19,250 shares 19,250 $358K 0.08% -55,739 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: 3,286 shares; 2024Q4: 5,286 shares; 2025Q1: 5,286 shares; 2025Q2: 4,538 shares; 2025Q3: 4,540 shares; 2025Q4: 4,399 shares; 2026Q1: 4,392 shares 4,392 $357K 0.08% -7 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,494 shares; 2025Q3: 998 shares; 2025Q4: 1,033 shares; 2026Q1: 1,005 shares 1,005 $357K 0.08% -28 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,306 shares; 2024Q4: 10,508 shares; 2025Q1: 10,936 shares; 2025Q2: 9,911 shares; 2025Q3: not reported; 2025Q4: 5,655 shares; 2026Q1: 4,644 shares 4,644 $356K 0.08% -1,011 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,359 shares; 2024Q4: 11,757 shares; 2025Q1: 11,129 shares; 2025Q2: 7,055 shares; 2025Q3: 7,425 shares; 2025Q4: 6,782 shares; 2026Q1: 6,911 shares 6,911 $352K 0.08% +129 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,063 shares 2,063 $348K 0.08% new 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: 2,022 shares; 2024Q4: 1,935 shares; 2025Q1: 1,972 shares; 2025Q2: 1,822 shares; 2025Q3: 1,732 shares; 2025Q4: 1,699 shares; 2026Q1: 1,668 shares 1,668 $345K 0.08% -31 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,173 shares; 2025Q1: 20,725 shares; 2025Q2: 22,667 shares; 2025Q3: 24,097 shares; 2025Q4: 26,254 shares; 2026Q1: 6,322 shares 6,322 $334K 0.08% -19,932 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 reported; 2024Q4: not reported; 2025Q1: 8,721 shares; 2025Q2: 676 shares; 2025Q3: 485 shares; 2025Q4: 489 shares; 2026Q1: 493 shares 493 $328K 0.07% +4 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 781 shares; 2025Q1: 762 shares; 2025Q2: 766 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 3,842 shares 3,842 $327K 0.07% +3,075 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,687 shares 1,687 $327K 0.07% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,462 shares; 2025Q4: 9,222 shares; 2026Q1: 7,237 shares 7,237 $327K 0.07% -1,985 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,545 shares; 2026Q1: 1,488 shares 1,488 $321K 0.07% -57 Timeline EQL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,318 shares 6,318 $316K 0.07% new Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,138 shares; 2025Q3: 1,743 shares; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790 $315K 0.07% new 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: 5,956 shares; 2024Q4: 5,844 shares; 2025Q1: 5,592 shares; 2025Q2: 5,545 shares; 2025Q3: 5,227 shares; 2025Q4: not reported; 2026Q1: 2,282 shares 2,282 $314K 0.07% new 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: 6,637 shares; 2024Q4: 7,095 shares; 2025Q1: 7,842 shares; 2025Q2: 8,241 shares; 2025Q3: 8,585 shares; 2025Q4: 8,655 shares; 2026Q1: 1,367 shares 1,367 $308K 0.07% -7,288 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,149 shares; 2025Q2: 2,033 shares; 2025Q3: 2,260 shares; 2025Q4: 2,354 shares; 2026Q1: 2,873 shares 2,873 $305K 0.07% +519 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,612 shares; 2025Q1: 63,899 shares; 2025Q2: 79,620 shares; 2025Q3: 90,898 shares; 2025Q4: 31,679 shares; 2026Q1: 5,793 shares 5,793 $302K 0.07% -25,886 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,875 shares; 2026Q1: 4,875 shares 4,875 $299K 0.07% 0 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 reported; 2024Q4: 1,187 shares; 2025Q1: 1,271 shares; 2025Q2: 1,296 shares; 2025Q3: 1,372 shares; 2025Q4: 1,338 shares; 2026Q1: 289 shares 289 $286K 0.06% -1,049 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,725 shares 4,725 $279K 0.06% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,317 shares; 2024Q4: 4,163 shares; 2025Q1: 2,259 shares; 2025Q2: 2,085 shares; 2025Q3: 2,076 shares; 2025Q4: 2,077 shares; 2026Q1: 2,077 shares 2,077 $273K 0.06% 0 Timeline CENTA CENTRAL GARDEN & PET CO More: the full row for CENTRAL GARDEN & PET CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,131 shares 8,131 $266K 0.06% new Timeline TUR ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,237 shares; 2025Q3: 6,199 shares; 2025Q4: 6,334 shares; 2026Q1: 6,106 shares 6,106 $259K 0.06% -228 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 949 shares; 2025Q2: 949 shares; 2025Q3: 708 shares; 2025Q4: 932 shares; 2026Q1: 1,059 shares 1,059 $254K 0.06% +127 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 reported; 2024Q4: 11,521 shares; 2025Q1: 12,865 shares; 2025Q2: 12,964 shares; 2025Q3: 13,349 shares; 2025Q4: 13,319 shares; 2026Q1: 1,927 shares 1,927 $252K 0.06% -11,392 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,228 shares 1,228 $243K 0.05% -140 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,154 shares; 2025Q4: 1,192 shares; 2026Q1: 1,176 shares 1,176 $242K 0.05% -16 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,013 shares; 2026Q1: 2,019 shares 2,019 $238K 0.05% +6 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,426 shares; 2025Q1: 11,473 shares; 2025Q2: 12,375 shares; 2025Q3: 13,032 shares; 2025Q4: 14,105 shares; 2026Q1: 2,533 shares 2,533 $235K 0.05% -11,572 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 649 shares; 2026Q1: 649 shares 649 $230K 0.05% 0 Timeline ENFR 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 reported; 2024Q4: 16,472 shares; 2025Q1: 25,039 shares; 2025Q2: 27,745 shares; 2025Q3: 25,599 shares; 2025Q4: 31,627 shares; 2026Q1: 5,842 shares 5,842 $227K 0.05% -25,785 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,298 shares; 2024Q4: 4,845 shares; 2025Q1: 4,744 shares; 2025Q2: 3,010 shares; 2025Q3: 2,541 shares; 2025Q4: 2,297 shares; 2026Q1: 2,264 shares 2,264 $226K 0.05% -33 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: 1,209 shares; 2024Q4: 1,227 shares; 2025Q1: 1,067 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067 $223K 0.05% 0 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,199 shares 1,199 $222K 0.05% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 975 shares 975 $220K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,922 shares 2,922 $213K 0.05% new Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,324 shares; 2025Q4: 17,185 shares; 2026Q1: 16,302 shares 16,302 $211K 0.05% -883 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,111 shares; 2026Q1: 1,800 shares 1,800 $206K 0.05% -311 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,575 shares 1,575 $206K 0.05% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 831 shares 831 $203K 0.05% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,003 shares; 2025Q4: 16,430 shares; 2026Q1: 15,364 shares 15,364 $200K 0.04% -1,066 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,245 shares; 2024Q4: 15,228 shares; 2025Q1: 13,390 shares; 2025Q2: 12,995 shares; 2025Q3: 13,003 shares; 2025Q4: 14,022 shares; 2026Q1: 14,041 shares 14,041 $164K 0.04% +19 Timeline