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: 277,720 shares; 2024Q4: 284,495 shares; 2025Q1: 284,422 shares; 2025Q2: 44,906 shares; 2025Q3: 315,769 shares; 2025Q4: 41,206 shares; 2026Q1: 144,764 shares 144,764 $36.7M 3.34% +103,558 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: 93,996 shares; 2024Q4: 101,382 shares; 2025Q1: 110,482 shares; 2025Q2: 93,572 shares; 2025Q3: 82,488 shares; 2025Q4: 85,198 shares; 2026Q1: 74,054 shares 74,054 $31.9M 2.9% -11,144 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: 199,963 shares; 2024Q4: 183,154 shares; 2025Q1: 187,124 shares; 2025Q2: 189,556 shares; 2025Q3: 213,430 shares; 2025Q4: 222,456 shares; 2026Q1: 257,303 shares 257,303 $28M 2.55% +34,847 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,223 shares; 2024Q4: 19,590 shares; 2025Q1: 23,237 shares; 2025Q2: 20,516 shares; 2025Q3: 42,821 shares; 2025Q4: 21,367 shares; 2026Q1: 37,014 shares 37,014 $21.4M 1.94% +15,647 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: 120,366 shares; 2024Q4: 127,990 shares; 2025Q1: 129,885 shares; 2025Q2: 19,390 shares; 2025Q3: 137,819 shares; 2025Q4: 20,035 shares; 2026Q1: 88,697 shares 88,697 $18.5M 1.68% +68,662 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: 181,891 shares; 2024Q4: 193,620 shares; 2025Q1: 222,997 shares; 2025Q2: 210,908 shares; 2025Q3: 219,819 shares; 2025Q4: 208,006 shares; 2026Q1: 100,665 shares 100,665 $17.6M 1.6% -107,341 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: 34,989 shares; 2024Q4: 37,066 shares; 2025Q1: 35,098 shares; 2025Q2: 42,775 shares; 2025Q3: 37,068 shares; 2025Q4: 28,112 shares; 2026Q1: 26,736 shares 26,736 $17.4M 1.58% -1,376 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: 13,073 shares; 2024Q4: 13,849 shares; 2025Q1: 12,774 shares; 2025Q2: 4,710 shares; 2025Q3: 11,356 shares; 2025Q4: 24,442 shares; 2026Q1: 26,724 shares 26,724 $16M 1.45% +2,282 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: 76,087 shares; 2024Q4: 76,192 shares; 2025Q1: 81,145 shares; 2025Q2: 85,383 shares; 2025Q3: 99,137 shares; 2025Q4: 92,726 shares; 2026Q1: 54,577 shares 54,577 $15.7M 1.43% -38,149 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: 120,129 shares; 2024Q4: 125,351 shares; 2025Q1: 129,867 shares; 2025Q2: 128,748 shares; 2025Q3: 132,251 shares; 2025Q4: 125,974 shares; 2026Q1: 42,330 shares 42,330 $15.7M 1.42% -83,644 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: 40,563 shares; 2024Q4: 40,932 shares; 2025Q1: 43,429 shares; 2025Q2: 57,832 shares; 2025Q3: 55,495 shares; 2025Q4: 45,515 shares; 2026Q1: 58,707 shares 58,707 $14.6M 1.32% +13,192 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: 110,177 shares; 2024Q4: 71,810 shares; 2025Q1: 101,099 shares; 2025Q2: 108,925 shares; 2025Q3: 76,663 shares; 2025Q4: 132,604 shares; 2026Q1: 138,863 shares 138,863 $14M 1.27% +6,259 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: 26,162 shares; 2024Q4: 27,510 shares; 2025Q1: 27,663 shares; 2025Q2: 3,931 shares; 2025Q3: 30,171 shares; 2025Q4: 4,382 shares; 2026Q1: 26,846 shares 26,846 $12.9M 1.17% +22,464 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: 46,055 shares; 2024Q4: 51,752 shares; 2025Q1: 55,364 shares; 2025Q2: 56,954 shares; 2025Q3: 57,905 shares; 2025Q4: 57,573 shares; 2026Q1: 44,158 shares 44,158 $12.7M 1.15% -13,415 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: 76,288 shares; 2024Q4: 82,827 shares; 2025Q1: 82,635 shares; 2025Q2: 83,675 shares; 2025Q3: 85,757 shares; 2025Q4: 95,132 shares; 2026Q1: 70,980 shares 70,980 $12M 1.09% -24,152 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: 64,079 shares; 2024Q4: 61,541 shares; 2025Q1: 62,701 shares; 2025Q2: 47,471 shares; 2025Q3: 43,814 shares; 2025Q4: 74,009 shares; 2026Q1: 117,029 shares 117,029 $10.7M 0.97% +43,020 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: 84,611 shares; 2024Q4: 85,621 shares; 2025Q1: 69,967 shares; 2025Q2: 75,274 shares; 2025Q3: 72,874 shares; 2025Q4: 68,692 shares; 2026Q1: 35,822 shares 35,822 $10.5M 0.96% -32,870 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: 194,818 shares; 2024Q4: 150,852 shares; 2025Q1: 143,127 shares; 2025Q2: 131,621 shares; 2025Q3: 168,467 shares; 2025Q4: 186,253 shares; 2026Q1: 110,730 shares 110,730 $10.5M 0.96% -75,523 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: 135,436 shares; 2024Q4: 41,148 shares; 2025Q1: 57,233 shares; 2025Q2: 52,264 shares; 2025Q3: 81,430 shares; 2025Q4: 67,551 shares; 2026Q1: 100,631 shares 100,631 $8.72M 0.79% +33,080 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: 67,487 shares; 2024Q4: 71,278 shares; 2025Q1: 81,838 shares; 2025Q2: 90,324 shares; 2025Q3: 125,234 shares; 2025Q4: 141,391 shares; 2026Q1: 64,848 shares 64,848 $8.06M 0.73% -76,543 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: 9,818 shares; 2024Q4: 11,865 shares; 2025Q1: 12,113 shares; 2025Q2: 12,928 shares; 2025Q3: 14,363 shares; 2025Q4: 17,199 shares; 2026Q1: 18,867 shares 18,867 $8.04M 0.73% +1,668 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,496 shares; 2024Q4: 9,169 shares; 2025Q1: 14,147 shares; 2025Q2: 19,840 shares; 2025Q3: 17,010 shares; 2025Q4: 23,765 shares; 2026Q1: 72,252 shares 72,252 $7.97M 0.72% +48,487 Timeline IBTH 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: 199,367 shares; 2025Q4: 217,937 shares; 2026Q1: 349,939 shares 349,939 $7.85M 0.71% +132,002 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: 36,067 shares; 2024Q4: 52,972 shares; 2025Q1: 41,247 shares; 2025Q2: 64,779 shares; 2025Q3: 28,424 shares; 2025Q4: 127,540 shares; 2026Q1: 126,954 shares 126,954 $7.78M 0.71% -586 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,573 shares; 2024Q4: 31,425 shares; 2025Q1: 27,843 shares; 2025Q2: 59,422 shares; 2025Q3: 54,079 shares; 2025Q4: 64,079 shares; 2026Q1: 79,754 shares 79,754 $7.63M 0.69% +15,675 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: 101,968 shares; 2024Q4: 103,007 shares; 2025Q1: 91,667 shares; 2025Q2: 86,460 shares; 2025Q3: 84,510 shares; 2025Q4: 80,423 shares; 2026Q1: 23,748 shares 23,748 $7.35M 0.67% -56,675 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: 22,971 shares; 2024Q4: 31,108 shares; 2025Q1: 32,682 shares; 2025Q2: 17,882 shares; 2025Q3: 18,812 shares; 2025Q4: 19,348 shares; 2026Q1: 16,449 shares 16,449 $7.18M 0.65% -2,899 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: 172,763 shares; 2024Q4: 162,375 shares; 2025Q1: 177,200 shares; 2025Q2: 121,927 shares; 2025Q3: 114,423 shares; 2025Q4: 164,196 shares; 2026Q1: 141,079 shares 141,079 $7.14M 0.65% -23,117 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: 34,604 shares; 2024Q4: 38,041 shares; 2025Q1: 38,599 shares; 2025Q2: 40,891 shares; 2025Q3: 42,269 shares; 2025Q4: 42,415 shares; 2026Q1: 28,821 shares 28,821 $7.04M 0.64% -13,594 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: 9,097 shares; 2024Q4: 16,268 shares; 2025Q1: 18,349 shares; 2025Q2: 18,288 shares; 2025Q3: 19,299 shares; 2025Q4: 20,450 shares; 2026Q1: 58,168 shares 58,168 $6.9M 0.63% +37,718 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: 410,200 shares; 2024Q4: 380,979 shares; 2025Q1: 379,670 shares; 2025Q2: 295,115 shares; 2025Q3: 297,374 shares; 2025Q4: 326,086 shares; 2026Q1: 297,111 shares 297,111 $6.81M 0.62% -28,975 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: 54,813 shares; 2024Q4: 50,147 shares; 2025Q1: 50,791 shares; 2025Q2: 53,706 shares; 2025Q3: 56,279 shares; 2025Q4: 55,927 shares; 2026Q1: 29,941 shares 29,941 $6.51M 0.59% -25,986 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: 3,183 shares; 2024Q4: 6,981 shares; 2025Q1: 11,643 shares; 2025Q2: 12,350 shares; 2025Q3: 10,594 shares; 2025Q4: 25,032 shares; 2026Q1: 58,765 shares 58,765 $6.49M 0.59% +33,733 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: 122,957 shares; 2024Q4: 134,929 shares; 2025Q1: 112,972 shares; 2025Q2: 123,920 shares; 2025Q3: 123,816 shares; 2025Q4: 118,553 shares; 2026Q1: 82,527 shares 82,527 $6.4M 0.58% -36,026 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: 95,037 shares; 2024Q4: 96,574 shares; 2025Q1: 99,691 shares; 2025Q2: 100,768 shares; 2025Q3: 103,848 shares; 2025Q4: 86,630 shares; 2026Q1: 30,703 shares 30,703 $6.35M 0.58% -55,927 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,432 shares; 2024Q4: 283,253 shares; 2025Q1: 283,866 shares; 2025Q2: 283,092 shares; 2025Q3: 319,747 shares; 2025Q4: 331,379 shares; 2026Q1: 320,187 shares 320,187 $6.18M 0.56% -11,192 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: 9,932 shares; 2024Q4: 10,442 shares; 2025Q1: 11,488 shares; 2025Q2: 12,093 shares; 2025Q3: 13,004 shares; 2025Q4: 13,293 shares; 2026Q1: 13,317 shares 13,317 $6.17M 0.56% +24 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: 85,336 shares; 2024Q4: 93,032 shares; 2025Q1: 67,355 shares; 2025Q2: 58,994 shares; 2025Q3: 60,378 shares; 2025Q4: 61,306 shares; 2026Q1: 62,523 shares 62,523 $6.07M 0.55% +1,217 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: 10,710 shares; 2024Q4: 7,187 shares; 2025Q1: 10,014 shares; 2025Q2: 11,072 shares; 2025Q3: 13,090 shares; 2025Q4: 14,821 shares; 2026Q1: 17,629 shares 17,629 $5.96M 0.54% +2,808 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: 69,891 shares; 2024Q4: 73,598 shares; 2025Q1: 77,387 shares; 2025Q2: 80,296 shares; 2025Q3: 81,252 shares; 2025Q4: 83,749 shares; 2026Q1: 86,236 shares 86,236 $5.82M 0.53% +2,487 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,120 shares; 2024Q4: 29,996 shares; 2025Q1: 29,996 shares; 2025Q2: 21,778 shares; 2025Q3: 140,756 shares; 2025Q4: 13,399 shares; 2026Q1: 309,674 shares 309,674 $5.79M 0.53% +296,275 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: 103,556 shares; 2024Q4: 170,167 shares; 2025Q1: 173,504 shares; 2025Q2: 171,187 shares; 2025Q3: 163,617 shares; 2025Q4: 164,623 shares; 2026Q1: 153,054 shares 153,054 $5.79M 0.53% -11,569 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: 27,081 shares; 2024Q4: 24,502 shares; 2025Q1: 23,845 shares; 2025Q2: 23,387 shares; 2025Q3: 23,594 shares; 2025Q4: 22,875 shares; 2026Q1: 22,705 shares 22,705 $5.5M 0.5% -170 Timeline SPSB 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: 197,844 shares; 2024Q4: 199,681 shares; 2025Q1: 190,406 shares; 2025Q2: 166,344 shares; 2025Q3: 170,879 shares; 2025Q4: 183,700 shares; 2026Q1: 173,023 shares 173,023 $5.2M 0.47% -10,677 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 5,214 shares; 2025Q1: 5,357 shares; 2025Q2: 7,546 shares; 2025Q3: 8,817 shares; 2025Q4: 8,620 shares; 2026Q1: 7,382 shares 7,382 $5.15M 0.47% -1,238 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: 4,457 shares; 2024Q4: 6,394 shares; 2025Q1: 8,813 shares; 2025Q2: 8,688 shares; 2025Q3: 9,210 shares; 2025Q4: 9,520 shares; 2026Q1: 7,773 shares 7,773 $5.08M 0.46% -1,747 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: 78,935 shares; 2024Q4: 73,357 shares; 2025Q1: 74,363 shares; 2025Q2: 58,085 shares; 2025Q3: 51,919 shares; 2025Q4: 49,779 shares; 2026Q1: 40,564 shares 40,564 $4.88M 0.44% -9,215 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: 16,689 shares; 2024Q4: 18,568 shares; 2025Q1: 21,278 shares; 2025Q2: 20,957 shares; 2025Q3: 20,811 shares; 2025Q4: 20,229 shares; 2026Q1: 8,494 shares 8,494 $4.86M 0.44% -11,735 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: 36,503 shares; 2024Q4: 29,640 shares; 2025Q1: 30,894 shares; 2025Q2: 30,652 shares; 2025Q3: 37,148 shares; 2025Q4: 39,094 shares; 2026Q1: 35,637 shares 35,637 $4.85M 0.44% -3,457 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: 20,251 shares; 2024Q4: 22,773 shares; 2025Q1: 24,879 shares; 2025Q2: 26,083 shares; 2025Q3: 26,790 shares; 2025Q4: 28,593 shares; 2026Q1: 30,203 shares 30,203 $4.57M 0.42% +1,610 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: 3,223 shares; 2024Q4: 11,562 shares; 2025Q1: not reported; 2025Q2: 28,397 shares; 2025Q3: 26,780 shares; 2025Q4: 29,498 shares; 2026Q1: 42,265 shares 42,265 $4.56M 0.41% +12,767 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: 20,294 shares; 2024Q4: 20,208 shares; 2025Q1: 27,073 shares; 2025Q2: 25,119 shares; 2025Q3: 41,021 shares; 2025Q4: 44,863 shares; 2026Q1: 50,998 shares 50,998 $4.5M 0.41% +6,135 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: 18,466 shares; 2024Q4: 98,917 shares; 2025Q1: 104,636 shares; 2025Q2: 116,073 shares; 2025Q3: 121,197 shares; 2025Q4: 45,219 shares; 2026Q1: 56,413 shares 56,413 $4.49M 0.41% +11,194 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: 24,905 shares; 2024Q4: 27,630 shares; 2025Q1: 27,254 shares; 2025Q2: 7,563 shares; 2025Q3: 27,879 shares; 2025Q4: 7,617 shares; 2026Q1: 23,191 shares 23,191 $4.47M 0.41% +15,574 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: 33,027 shares; 2024Q4: 57,720 shares; 2025Q1: 35,504 shares; 2025Q2: 37,257 shares; 2025Q3: 38,273 shares; 2025Q4: 42,137 shares; 2026Q1: 35,899 shares 35,899 $4.46M 0.41% -6,238 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,585 shares; 2024Q4: 4,098 shares; 2025Q1: 44,262 shares; 2025Q2: 62,041 shares; 2025Q3: 52,276 shares; 2025Q4: 48,156 shares; 2026Q1: 53,389 shares 53,389 $4.4M 0.4% +5,233 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: 64,218 shares; 2024Q4: 66,708 shares; 2025Q1: 62,095 shares; 2025Q2: 63,235 shares; 2025Q3: 61,899 shares; 2025Q4: 56,260 shares; 2026Q1: 14,219 shares 14,219 $4.3M 0.39% -42,041 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: 19,939 shares; 2024Q4: 19,891 shares; 2025Q1: 20,099 shares; 2025Q2: 20,927 shares; 2025Q3: 22,052 shares; 2025Q4: 25,742 shares; 2026Q1: 21,908 shares 21,908 $4.2M 0.38% -3,834 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: 24,635 shares; 2024Q4: 24,928 shares; 2025Q1: 30,853 shares; 2025Q2: 32,388 shares; 2025Q3: 31,361 shares; 2025Q4: 32,758 shares; 2026Q1: 11,722 shares 11,722 $4.19M 0.38% -21,036 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: 73,112 shares; 2024Q4: 22,734 shares; 2025Q1: 3,571 shares; 2025Q2: 4,207 shares; 2025Q3: 2,619 shares; 2025Q4: 6,795 shares; 2026Q1: 50,090 shares 50,090 $4.14M 0.38% +43,295 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: 6,598 shares; 2024Q4: 7,148 shares; 2025Q1: 6,171 shares; 2025Q2: 7,316 shares; 2025Q3: 7,419 shares; 2025Q4: 7,078 shares; 2026Q1: 4,134 shares 4,134 $4.12M 0.37% -2,944 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: 85,394 shares; 2024Q4: 90,768 shares; 2025Q1: 127,534 shares; 2025Q2: 138,375 shares; 2025Q3: 124,221 shares; 2025Q4: 127,941 shares; 2026Q1: 80,611 shares 80,611 $4.11M 0.37% -47,330 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: 77,283 shares; 2024Q4: 76,335 shares; 2025Q1: 73,713 shares; 2025Q2: 71,277 shares; 2025Q3: 73,842 shares; 2025Q4: 70,559 shares; 2026Q1: 52,981 shares 52,981 $4.03M 0.37% -17,578 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: 21,484 shares; 2024Q4: 22,369 shares; 2025Q1: 19,730 shares; 2025Q2: 4,349 shares; 2025Q3: 25,893 shares; 2025Q4: 4,187 shares; 2026Q1: 19,309 shares 19,309 $3.93M 0.36% +15,122 Timeline MKTN FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 146,267 shares; 2026Q1: 146,267 shares 146,267 $3.8M 0.34% 0 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: 3,982 shares; 2024Q4: 3,964 shares; 2025Q1: 5,651 shares; 2025Q2: 7,475 shares; 2025Q3: 6,318 shares; 2025Q4: 7,266 shares; 2026Q1: 5,357 shares 5,357 $3.79M 0.34% -1,909 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: 35,854 shares; 2024Q4: 31,084 shares; 2025Q1: 33,205 shares; 2025Q2: 30,753 shares; 2025Q3: 28,290 shares; 2025Q4: 46,451 shares; 2026Q1: 25,525 shares 25,525 $3.74M 0.34% -20,926 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: 40,322 shares; 2024Q4: 40,210 shares; 2025Q1: 43,315 shares; 2025Q2: 45,556 shares; 2025Q3: 46,726 shares; 2025Q4: 37,772 shares; 2026Q1: 11,232 shares 11,232 $3.69M 0.34% -26,540 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: 12,068 shares; 2024Q4: 11,409 shares; 2025Q1: 9,087 shares; 2025Q2: 11,409 shares; 2025Q3: 12,270 shares; 2025Q4: 11,878 shares; 2026Q1: 6,018 shares 6,018 $3.64M 0.33% -5,860 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: 156,782 shares; 2024Q4: 161,705 shares; 2025Q1: 138,645 shares; 2025Q2: 134,363 shares; 2025Q3: 140,206 shares; 2025Q4: 129,929 shares; 2026Q1: 71,534 shares 71,534 $3.59M 0.33% -58,395 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: 102,353 shares; 2024Q4: 98,934 shares; 2025Q1: 111,856 shares; 2025Q2: 121,869 shares; 2025Q3: 160,627 shares; 2025Q4: 173,948 shares; 2026Q1: 126,065 shares 126,065 $3.54M 0.32% -47,883 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: 30,967 shares; 2024Q4: 45,429 shares; 2025Q1: 35,248 shares; 2025Q2: 30,619 shares; 2025Q3: 30,155 shares; 2025Q4: 59,402 shares; 2026Q1: 26,441 shares 26,441 $3.51M 0.32% -32,961 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: 28,714 shares; 2024Q4: 29,884 shares; 2025Q1: 30,314 shares; 2025Q2: 28,716 shares; 2025Q3: 28,777 shares; 2025Q4: 28,690 shares; 2026Q1: 11,209 shares 11,209 $3.48M 0.32% -17,481 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: 12,250 shares; 2024Q4: 13,482 shares; 2025Q1: 14,716 shares; 2025Q2: 14,496 shares; 2025Q3: 16,206 shares; 2025Q4: 18,783 shares; 2026Q1: 10,000 shares 10,000 $3.38M 0.31% -8,783 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: 24,607 shares; 2024Q4: 76,022 shares; 2025Q1: 84,682 shares; 2025Q2: 97,453 shares; 2025Q3: 81,091 shares; 2025Q4: 88,374 shares; 2026Q1: 51,140 shares 51,140 $3.31M 0.3% -37,234 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: 29,072 shares; 2024Q4: 23,593 shares; 2025Q1: 20,135 shares; 2025Q2: 21,029 shares; 2025Q3: 19,918 shares; 2025Q4: 19,210 shares; 2026Q1: 16,965 shares 16,965 $3.29M 0.3% -2,245 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: 30,619 shares; 2024Q4: 21,207 shares; 2025Q1: 17,444 shares; 2025Q2: 29,774 shares; 2025Q3: 37,438 shares; 2025Q4: 48,520 shares; 2026Q1: 34,988 shares 34,988 $3.29M 0.3% -13,532 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: 53,951 shares; 2024Q4: 54,623 shares; 2025Q1: 56,198 shares; 2025Q2: 59,101 shares; 2025Q3: 56,853 shares; 2025Q4: 53,591 shares; 2026Q1: 19,629 shares 19,629 $3.25M 0.29% -33,962 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: 91,275 shares; 2024Q4: 60,728 shares; 2025Q1: 19,659 shares; 2025Q2: 36,803 shares; 2025Q3: 52,930 shares; 2025Q4: 15,599 shares; 2026Q1: 45,736 shares 45,736 $3.21M 0.29% +30,137 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,817 shares; 2024Q4: 13,114 shares; 2025Q1: 14,407 shares; 2025Q2: 17,609 shares; 2025Q3: 29,512 shares; 2025Q4: 28,791 shares; 2026Q1: 26,951 shares 26,951 $3.19M 0.29% -1,840 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: 155,214 shares; 2024Q4: 162,990 shares; 2025Q1: 160,934 shares; 2025Q2: 201,294 shares; 2025Q3: 196,295 shares; 2025Q4: 169,914 shares; 2026Q1: 109,343 shares 109,343 $3.17M 0.29% -60,571 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: 7,328 shares; 2024Q4: 8,053 shares; 2025Q1: 8,758 shares; 2025Q2: 8,326 shares; 2025Q3: 16,480 shares; 2025Q4: 9,168 shares; 2026Q1: 3,424 shares 3,424 $3.15M 0.29% -5,744 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: 62,170 shares; 2024Q4: 60,677 shares; 2025Q1: 86,581 shares; 2025Q2: 61,800 shares; 2025Q3: 47,942 shares; 2025Q4: 59,299 shares; 2026Q1: 101,470 shares 101,470 $3.12M 0.28% +42,171 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: 40,523 shares; 2024Q4: 41,928 shares; 2025Q1: 42,229 shares; 2025Q2: 42,431 shares; 2025Q3: 42,072 shares; 2025Q4: 41,942 shares; 2026Q1: 12,833 shares 12,833 $3.11M 0.28% -29,109 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: 19,710 shares; 2024Q4: 20,581 shares; 2025Q1: 23,504 shares; 2025Q2: 24,270 shares; 2025Q3: 23,716 shares; 2025Q4: 22,852 shares; 2026Q1: 6,184 shares 6,184 $3.09M 0.28% -16,668 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: 5,187 shares; 2024Q4: 6,972 shares; 2025Q1: 8,888 shares; 2025Q2: 10,547 shares; 2025Q3: 15,308 shares; 2025Q4: 14,261 shares; 2026Q1: 12,023 shares 12,023 $3.01M 0.27% -2,238 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: 89,420 shares; 2024Q4: 192,967 shares; 2025Q1: 190,698 shares; 2025Q2: 205,716 shares; 2025Q3: 140,301 shares; 2025Q4: 111,166 shares; 2026Q1: 59,841 shares 59,841 $2.95M 0.27% -51,325 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: 56,459 shares; 2024Q4: 53,882 shares; 2025Q1: 53,156 shares; 2025Q2: 58,129 shares; 2025Q3: 54,525 shares; 2025Q4: 70,854 shares; 2026Q1: 66,407 shares 66,407 $2.93M 0.27% -4,447 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: 24,156 shares; 2024Q4: 23,211 shares; 2025Q1: 24,146 shares; 2025Q2: 25,400 shares; 2025Q3: 25,306 shares; 2025Q4: 29,028 shares; 2026Q1: 20,872 shares 20,872 $2.91M 0.26% -8,156 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: 8,085 shares; 2024Q4: 8,085 shares; 2025Q1: 7,975 shares; 2025Q2: 8,244 shares; 2025Q3: 9,399 shares; 2025Q4: 9,401 shares; 2026Q1: 10,078 shares 10,078 $2.89M 0.26% +677 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,851 shares; 2025Q1: 18,471 shares; 2025Q2: 25,793 shares; 2025Q3: 27,642 shares; 2025Q4: 26,985 shares; 2026Q1: 12,896 shares 12,896 $2.76M 0.25% -14,089 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: 8,955 shares; 2024Q4: 10,936 shares; 2025Q1: 8,209 shares; 2025Q2: 10,054 shares; 2025Q3: 9,954 shares; 2025Q4: 16,633 shares; 2026Q1: 27,657 shares 27,657 $2.75M 0.25% +11,024 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: 7,742 shares; 2024Q4: 7,887 shares; 2025Q1: 10,147 shares; 2025Q2: 11,145 shares; 2025Q3: 12,228 shares; 2025Q4: 11,002 shares; 2026Q1: 7,382 shares 7,382 $2.74M 0.25% -3,620 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,800 shares 80,800 $2.74M 0.25% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,865 shares; 2024Q4: 195,214 shares; 2025Q1: 87,109 shares; 2025Q2: 118,123 shares; 2025Q3: 121,350 shares; 2025Q4: 85,493 shares; 2026Q1: 88,697 shares 88,697 $2.72M 0.25% +3,204 Timeline EPP 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: 12,953 shares; 2025Q1: not reported; 2025Q2: 40,077 shares; 2025Q3: 38,335 shares; 2025Q4: not reported; 2026Q1: 51,070 shares 51,070 $2.71M 0.25% new 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: 5,555 shares; 2024Q4: 5,774 shares; 2025Q1: 5,552 shares; 2025Q2: 5,481 shares; 2025Q3: 5,513 shares; 2025Q4: 44,759 shares; 2026Q1: 28,220 shares 28,220 $2.71M 0.25% -16,539 Timeline IGIB 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: 20,771 shares; 2024Q4: 21,913 shares; 2025Q1: 22,688 shares; 2025Q2: 22,840 shares; 2025Q3: 41,880 shares; 2025Q4: 51,116 shares; 2026Q1: 49,895 shares 49,895 $2.66M 0.24% -1,221 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: 53,168 shares; 2024Q4: 54,868 shares; 2025Q1: 58,636 shares; 2025Q2: 53,054 shares; 2025Q3: 52,129 shares; 2025Q4: 67,274 shares; 2026Q1: 39,913 shares 39,913 $2.63M 0.24% -27,361 Timeline VFLO 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: 33,693 shares; 2024Q4: 33,328 shares; 2025Q1: 68,946 shares; 2025Q2: 67,805 shares; 2025Q3: 67,561 shares; 2025Q4: 66,288 shares; 2026Q1: 65,952 shares 65,952 $2.6M 0.24% -336 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: 36,088 shares; 2024Q4: 38,465 shares; 2025Q1: 39,248 shares; 2025Q2: 42,508 shares; 2025Q3: 43,543 shares; 2025Q4: 39,413 shares; 2026Q1: 17,818 shares 17,818 $2.57M 0.23% -21,595 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: 20,295 shares; 2024Q4: 12,243 shares; 2025Q1: 12,723 shares; 2025Q2: 12,873 shares; 2025Q3: 38,357 shares; 2025Q4: 49,379 shares; 2026Q1: 48,944 shares 48,944 $2.57M 0.23% -435 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,925 shares 45,925 $2.56M 0.23% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,960 shares; 2024Q4: 34,333 shares; 2025Q1: 34,882 shares; 2025Q2: 62,165 shares; 2025Q3: 60,043 shares; 2025Q4: 57,034 shares; 2026Q1: 15,915 shares 15,915 $2.54M 0.23% -41,119 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 48,645 shares; 2025Q2: 48,107 shares; 2025Q3: 47,470 shares; 2025Q4: 46,474 shares; 2026Q1: 45,794 shares 45,794 $2.53M 0.23% -680 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: 112,235 shares; 2024Q4: 111,273 shares; 2025Q1: 112,240 shares; 2025Q2: 109,917 shares; 2025Q3: 101,660 shares; 2025Q4: 106,213 shares; 2026Q1: 26,957 shares 26,957 $2.5M 0.23% -79,256 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: 38,012 shares; 2024Q4: 37,322 shares; 2025Q1: 72,740 shares; 2025Q2: 5,374 shares; 2025Q3: 79,638 shares; 2025Q4: 4,833 shares; 2026Q1: 19,235 shares 19,235 $2.43M 0.22% +14,402 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: 7,672 shares; 2024Q4: 8,256 shares; 2025Q1: 8,645 shares; 2025Q2: 8,602 shares; 2025Q3: 8,354 shares; 2025Q4: 7,675 shares; 2026Q1: 7,604 shares 7,604 $2.39M 0.22% -71 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: 1,815 shares; 2024Q4: 2,167 shares; 2025Q1: 2,125 shares; 2025Q2: 2,241 shares; 2025Q3: 1,854 shares; 2025Q4: 4,929 shares; 2026Q1: 4,904 shares 4,904 $2.33M 0.21% -25 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: 1,879 shares; 2024Q4: 1,989 shares; 2025Q1: 3,024 shares; 2025Q2: 3,889 shares; 2025Q3: 3,857 shares; 2025Q4: 3,696 shares; 2026Q1: 3,767 shares 3,767 $2.32M 0.21% +71 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: 52,583 shares; 2024Q4: 14,164 shares; 2025Q1: 16,398 shares; 2025Q2: 15,827 shares; 2025Q3: 18,241 shares; 2025Q4: 17,217 shares; 2026Q1: 14,942 shares 14,942 $2.32M 0.21% -2,275 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: 3,869 shares; 2024Q4: 4,086 shares; 2025Q1: 4,323 shares; 2025Q2: 4,175 shares; 2025Q3: 4,155 shares; 2025Q4: 3,881 shares; 2026Q1: 2,739 shares 2,739 $2.32M 0.21% -1,142 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: 8,747 shares; 2024Q4: 8,217 shares; 2025Q1: 9,405 shares; 2025Q2: 9,372 shares; 2025Q3: 9,367 shares; 2025Q4: 9,797 shares; 2026Q1: 8,374 shares 8,374 $2.28M 0.21% -1,423 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: 20,555 shares; 2024Q4: 14,795 shares; 2025Q1: 17,864 shares; 2025Q2: 21,548 shares; 2025Q3: 24,476 shares; 2025Q4: 30,132 shares; 2026Q1: 23,283 shares 23,283 $2.25M 0.2% -6,849 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,422 shares; 2025Q2: 63,003 shares; 2025Q3: 62,920 shares; 2025Q4: 62,135 shares; 2026Q1: 61,852 shares 61,852 $2.2M 0.2% -283 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,966 shares; 2024Q4: 3,458 shares; 2025Q1: 698 shares; 2025Q2: 2,759 shares; 2025Q3: 2,809 shares; 2025Q4: 2,419 shares; 2026Q1: 1,572 shares 1,572 $2.17M 0.2% -847 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,008 shares; 2024Q4: 102,218 shares; 2025Q1: 102,223 shares; 2025Q2: 86,231 shares; 2025Q3: 85,974 shares; 2025Q4: 74,608 shares; 2026Q1: 74,471 shares 74,471 $2.16M 0.2% -137 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: 14,452 shares; 2024Q4: 14,974 shares; 2025Q1: 13,852 shares; 2025Q2: 13,953 shares; 2025Q3: 16,034 shares; 2025Q4: 15,616 shares; 2026Q1: 6,682 shares 6,682 $2.14M 0.19% -8,934 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: 30,674 shares; 2024Q4: 30,900 shares; 2025Q1: 29,328 shares; 2025Q2: 3,619 shares; 2025Q3: 29,524 shares; 2025Q4: 3,436 shares; 2026Q1: 6,089 shares 6,089 $2.14M 0.19% +2,653 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: 11,406 shares; 2024Q4: 11,664 shares; 2025Q1: 12,104 shares; 2025Q2: 3,957 shares; 2025Q3: 4,115 shares; 2025Q4: 8,800 shares; 2026Q1: 5,992 shares 5,992 $2.14M 0.19% -2,808 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: 15,885 shares; 2024Q4: 12,589 shares; 2025Q1: 11,669 shares; 2025Q2: 21,203 shares; 2025Q3: 19,313 shares; 2025Q4: 14,899 shares; 2026Q1: 12,909 shares 12,909 $2.09M 0.19% -1,990 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: 37,804 shares; 2024Q4: 38,241 shares; 2025Q1: 32,769 shares; 2025Q2: 32,500 shares; 2025Q3: 32,482 shares; 2025Q4: 31,119 shares; 2026Q1: 9,171 shares 9,171 $2.07M 0.19% -21,948 Timeline EWA 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: 56,745 shares; 2025Q1: not reported; 2025Q2: 60,359 shares; 2025Q3: 67,993 shares; 2025Q4: not reported; 2026Q1: 74,453 shares 74,453 $2.07M 0.19% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,160 shares; 2024Q4: 7,353 shares; 2025Q1: 7,412 shares; 2025Q2: 7,536 shares; 2025Q3: 7,214 shares; 2025Q4: 7,006 shares; 2026Q1: 4,437 shares 4,437 $2.05M 0.19% -2,569 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: 17,558 shares; 2024Q4: 19,246 shares; 2025Q1: 20,520 shares; 2025Q2: 19,656 shares; 2025Q3: 20,019 shares; 2025Q4: 20,328 shares; 2026Q1: 10,295 shares 10,295 $2.02M 0.18% -10,033 Timeline SPGP 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: 24,774 shares; 2024Q4: 24,685 shares; 2025Q1: 24,233 shares; 2025Q2: 22,267 shares; 2025Q3: 18,388 shares; 2025Q4: 18,552 shares; 2026Q1: 18,370 shares 18,370 $1.98M 0.18% -182 Timeline RSBA TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,000 shares 95,000 $1.97M 0.18% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,562 shares; 2025Q1: 1,736 shares; 2025Q2: 1,793 shares; 2025Q3: 2,023 shares; 2025Q4: 3,039 shares; 2026Q1: 2,663 shares 2,663 $1.97M 0.18% -376 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: 14,934 shares; 2024Q4: 14,917 shares; 2025Q1: 14,917 shares; 2025Q2: 13,582 shares; 2025Q3: 13,372 shares; 2025Q4: 13,861 shares; 2026Q1: 13,701 shares 13,701 $1.95M 0.18% -160 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: 19,045 shares; 2024Q4: 20,525 shares; 2025Q1: 20,067 shares; 2025Q2: 19,998 shares; 2025Q3: 19,595 shares; 2025Q4: 19,330 shares; 2026Q1: 16,028 shares 16,028 $1.94M 0.18% -3,302 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: 10,659 shares; 2024Q4: 28,415 shares; 2025Q1: 28,511 shares; 2025Q2: 28,535 shares; 2025Q3: 22,213 shares; 2025Q4: 24,932 shares; 2026Q1: 17,810 shares 17,810 $1.94M 0.18% -7,122 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,301 shares; 2024Q4: 7,373 shares; 2025Q1: 9,572 shares; 2025Q2: 14,626 shares; 2025Q3: 14,457 shares; 2025Q4: 13,881 shares; 2026Q1: 14,764 shares 14,764 $1.93M 0.18% +883 Timeline MOAT 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: 7,026 shares; 2024Q4: 15,105 shares; 2025Q1: 21,418 shares; 2025Q2: 21,778 shares; 2025Q3: 20,570 shares; 2025Q4: 20,873 shares; 2026Q1: 19,986 shares 19,986 $1.93M 0.18% -887 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: 5,594 shares; 2024Q4: 5,410 shares; 2025Q1: 5,502 shares; 2025Q2: 6,852 shares; 2025Q3: 7,236 shares; 2025Q4: 5,379 shares; 2026Q1: 18,483 shares 18,483 $1.91M 0.17% +13,104 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,575 shares; 2024Q4: 42,436 shares; 2025Q1: 42,436 shares; 2025Q2: 41,167 shares; 2025Q3: 41,167 shares; 2025Q4: 42,869 shares; 2026Q1: 42,705 shares 42,705 $1.91M 0.17% -164 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,374 shares; 2024Q4: 9,644 shares; 2025Q1: 9,422 shares; 2025Q2: 9,979 shares; 2025Q3: 9,902 shares; 2025Q4: 7,386 shares; 2026Q1: 7,432 shares 7,432 $1.89M 0.17% +46 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: 21,069 shares; 2024Q4: 20,699 shares; 2025Q1: 21,651 shares; 2025Q2: 21,403 shares; 2025Q3: 20,728 shares; 2025Q4: 19,447 shares; 2026Q1: 6,902 shares 6,902 $1.87M 0.17% -12,545 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: 49,813 shares; 2024Q4: 51,855 shares; 2025Q1: 53,734 shares; 2025Q2: 23,683 shares; 2025Q3: 57,589 shares; 2025Q4: 25,280 shares; 2026Q1: 38,237 shares 38,237 $1.86M 0.17% +12,957 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: 6,021 shares; 2024Q4: 6,257 shares; 2025Q1: 6,784 shares; 2025Q2: 9,530 shares; 2025Q3: 10,395 shares; 2025Q4: 10,618 shares; 2026Q1: 7,820 shares 7,820 $1.85M 0.17% -2,798 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,029 shares; 2024Q4: 103,900 shares; 2025Q1: 106,397 shares; 2025Q2: 105,826 shares; 2025Q3: 111,961 shares; 2025Q4: 107,717 shares; 2026Q1: 24,668 shares 24,668 $1.82M 0.17% -83,049 Timeline DSTL 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: 31,572 shares; 2024Q4: 31,366 shares; 2025Q1: 31,366 shares; 2025Q2: 31,098 shares; 2025Q3: 30,678 shares; 2025Q4: 31,683 shares; 2026Q1: 31,372 shares 31,372 $1.82M 0.16% -311 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: 1,520 shares; 2024Q4: 4,709 shares; 2025Q1: 4,497 shares; 2025Q2: 5,121 shares; 2025Q3: 10,534 shares; 2025Q4: 13,537 shares; 2026Q1: 6,133 shares 6,133 $1.81M 0.16% -7,404 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,464 shares; 2024Q4: 76,548 shares; 2025Q1: 76,007 shares; 2025Q2: 76,306 shares; 2025Q3: 74,457 shares; 2025Q4: 72,770 shares; 2026Q1: 59,746 shares 59,746 $1.8M 0.16% -13,024 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: 66,530 shares; 2024Q4: 16,835 shares; 2025Q1: 21,906 shares; 2025Q2: 21,181 shares; 2025Q3: 23,941 shares; 2025Q4: 82,413 shares; 2026Q1: 39,218 shares 39,218 $1.8M 0.16% -43,195 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: 55,895 shares; 2024Q4: 56,817 shares; 2025Q1: 60,683 shares; 2025Q2: 68,271 shares; 2025Q3: 69,638 shares; 2025Q4: 67,559 shares; 2026Q1: 67,168 shares 67,168 $1.76M 0.16% -391 Timeline IMCG 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: 22,047 shares; 2024Q4: 23,940 shares; 2025Q1: 22,668 shares; 2025Q2: 22,163 shares; 2025Q3: 21,998 shares; 2025Q4: 21,921 shares; 2026Q1: 22,340 shares 22,340 $1.76M 0.16% +419 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,473 shares; 2024Q4: 11,681 shares; 2025Q1: 15,570 shares; 2025Q2: 15,924 shares; 2025Q3: 16,604 shares; 2025Q4: 16,653 shares; 2026Q1: 17,964 shares 17,964 $1.75M 0.16% +1,311 Timeline PHO 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: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 26,150 shares; 2025Q2: 26,150 shares; 2025Q3: 26,150 shares; 2025Q4: 26,150 shares; 2026Q1: 26,150 shares 26,150 $1.75M 0.16% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,669 shares 17,669 $1.74M 0.16% new 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: 2,133 shares; 2024Q4: 2,172 shares; 2025Q1: 2,188 shares; 2025Q2: 2,629 shares; 2025Q3: 2,800 shares; 2025Q4: 3,046 shares; 2026Q1: 2,339 shares 2,339 $1.7M 0.15% -707 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,681 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282,916 shares; 2026Q1: 121,755 shares 121,755 $1.7M 0.15% -161,161 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,034 shares; 2026Q1: 22,714 shares 22,714 $1.7M 0.15% -4,320 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: 8,026 shares; 2024Q4: 8,573 shares; 2025Q1: 9,433 shares; 2025Q2: 10,140 shares; 2025Q3: 9,929 shares; 2025Q4: 10,582 shares; 2026Q1: 7,951 shares 7,951 $1.68M 0.15% -2,631 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: 13,912 shares; 2024Q4: 12,825 shares; 2025Q1: 9,440 shares; 2025Q2: 4,398 shares; 2025Q3: 12,133 shares; 2025Q4: 4,380 shares; 2026Q1: 5,507 shares 5,507 $1.67M 0.15% +1,127 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: 23,877 shares; 2024Q4: 27,693 shares; 2025Q1: not reported; 2025Q2: 22,381 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,682 shares 19,682 $1.66M 0.15% new Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,799 shares; 2025Q3: not reported; 2025Q4: 62,156 shares; 2026Q1: 46,452 shares 46,452 $1.65M 0.15% -15,704 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: 39,115 shares; 2024Q4: 39,224 shares; 2025Q1: 44,254 shares; 2025Q2: 43,738 shares; 2025Q3: 43,167 shares; 2025Q4: 46,657 shares; 2026Q1: 41,207 shares 41,207 $1.62M 0.15% -5,450 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: 28,956 shares; 2024Q4: 43,581 shares; 2025Q1: 49,916 shares; 2025Q2: 48,186 shares; 2025Q3: 46,939 shares; 2025Q4: 41,277 shares; 2026Q1: 22,273 shares 22,273 $1.62M 0.15% -19,004 Timeline LONZ 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: 27,171 shares; 2024Q4: 27,844 shares; 2025Q1: 29,576 shares; 2025Q2: 30,673 shares; 2025Q3: 31,542 shares; 2025Q4: 31,362 shares; 2026Q1: 32,638 shares 32,638 $1.61M 0.15% +1,276 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: 4,427 shares; 2024Q4: 4,900 shares; 2025Q1: 4,761 shares; 2025Q2: 5,524 shares; 2025Q3: 6,772 shares; 2025Q4: 6,969 shares; 2026Q1: 6,019 shares 6,019 $1.58M 0.14% -950 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,030 shares; 2024Q4: 21,253 shares; 2025Q1: 21,496 shares; 2025Q2: 20,798 shares; 2025Q3: 21,953 shares; 2025Q4: 21,979 shares; 2026Q1: 16,803 shares 16,803 $1.56M 0.14% -5,176 Timeline SPHB 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: 9,320 shares; 2024Q4: 56,665 shares; 2025Q1: 60,015 shares; 2025Q2: 26,312 shares; 2025Q3: 56,921 shares; 2025Q4: 7,685 shares; 2026Q1: 13,473 shares 13,473 $1.56M 0.14% +5,788 Timeline AMLP 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: 38,744 shares; 2024Q4: 42,070 shares; 2025Q1: 50,385 shares; 2025Q2: 38,823 shares; 2025Q3: 30,519 shares; 2025Q4: 29,849 shares; 2026Q1: 29,476 shares 29,476 $1.55M 0.14% -373 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,125 shares; 2024Q4: 20,494 shares; 2025Q1: 29,682 shares; 2025Q2: 31,279 shares; 2025Q3: 30,549 shares; 2025Q4: 32,587 shares; 2026Q1: 28,903 shares 28,903 $1.55M 0.14% -3,684 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: 22,908 shares; 2024Q4: 24,171 shares; 2025Q1: 18,368 shares; 2025Q2: 17,479 shares; 2025Q3: 17,981 shares; 2025Q4: 17,319 shares; 2026Q1: 11,687 shares 11,687 $1.54M 0.14% -5,632 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: 2,287 shares; 2025Q3: 2,299 shares; 2025Q4: 1,872 shares; 2026Q1: 1,752 shares 1,752 $1.53M 0.14% -120 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: 37,416 shares; 2024Q4: 43,521 shares; 2025Q1: 47,849 shares; 2025Q2: 45,073 shares; 2025Q3: 41,518 shares; 2025Q4: 54,003 shares; 2026Q1: 25,193 shares 25,193 $1.53M 0.14% -28,810 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,974 shares; 2025Q2: 2,253 shares; 2025Q3: 2,911 shares; 2025Q4: 3,817 shares; 2026Q1: 8,291 shares 8,291 $1.51M 0.14% +4,474 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: 7,820 shares; 2024Q4: 8,235 shares; 2025Q1: 8,823 shares; 2025Q2: 1,789 shares; 2025Q3: 9,378 shares; 2025Q4: 1,267 shares; 2026Q1: 5,153 shares 5,153 $1.5M 0.14% +3,886 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: 40,178 shares; 2024Q4: 42,288 shares; 2025Q1: 50,771 shares; 2025Q2: 57,602 shares; 2025Q3: 57,642 shares; 2025Q4: 54,904 shares; 2026Q1: 9,031 shares 9,031 $1.49M 0.14% -45,873 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: 54,324 shares; 2024Q4: 56,584 shares; 2025Q1: 59,548 shares; 2025Q2: 56,164 shares; 2025Q3: 59,896 shares; 2025Q4: 59,344 shares; 2026Q1: 23,027 shares 23,027 $1.48M 0.13% -36,317 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: 23,388 shares; 2024Q4: 26,209 shares; 2025Q1: 26,762 shares; 2025Q2: 25,902 shares; 2025Q3: 28,258 shares; 2025Q4: 26,680 shares; 2026Q1: 11,231 shares 11,231 $1.47M 0.13% -15,449 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: 780 shares; 2024Q4: 799 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,801 shares; 2025Q4: not reported; 2026Q1: 2,650 shares 2,650 $1.45M 0.13% new Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,682 shares; 2025Q2: 40,943 shares; 2025Q3: 39,857 shares; 2025Q4: 38,873 shares; 2026Q1: 38,710 shares 38,710 $1.45M 0.13% -163 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: 5,304 shares; 2024Q4: 8,900 shares; 2025Q1: 11,746 shares; 2025Q2: 5,503 shares; 2025Q3: 5,627 shares; 2025Q4: 13,978 shares; 2026Q1: 29,011 shares 29,011 $1.45M 0.13% +15,033 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: 1,208 shares; 2024Q4: 1,536 shares; 2025Q1: 1,686 shares; 2025Q2: 1,865 shares; 2025Q3: 1,521 shares; 2025Q4: 2,207 shares; 2026Q1: 1,090 shares 1,090 $1.44M 0.13% -1,117 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: 19,855 shares; 2024Q4: 30,834 shares; 2025Q1: 35,976 shares; 2025Q2: 41,622 shares; 2025Q3: 38,898 shares; 2025Q4: 37,158 shares; 2026Q1: 12,984 shares 12,984 $1.44M 0.13% -24,174 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,819 shares; 2024Q4: 21,723 shares; 2025Q1: 28,054 shares; 2025Q2: 30,338 shares; 2025Q3: 27,594 shares; 2025Q4: 23,297 shares; 2026Q1: 26,035 shares 26,035 $1.39M 0.13% +2,738 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: 17,501 shares; 2024Q4: 18,516 shares; 2025Q1: 28,445 shares; 2025Q2: 29,438 shares; 2025Q3: 27,398 shares; 2025Q4: 21,897 shares; 2026Q1: 14,148 shares 14,148 $1.39M 0.13% -7,749 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: 1,383 shares; 2024Q4: 1,678 shares; 2025Q1: 1,703 shares; 2025Q2: 6,542 shares; 2025Q3: 6,747 shares; 2025Q4: 5,196 shares; 2026Q1: 4,007 shares 4,007 $1.38M 0.13% -1,189 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: 11,284 shares; 2024Q4: 11,381 shares; 2025Q1: 9,884 shares; 2025Q2: 11,757 shares; 2025Q3: 12,334 shares; 2025Q4: 11,999 shares; 2026Q1: 8,983 shares 8,983 $1.37M 0.12% -3,016 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: 13,895 shares; 2024Q4: 12,074 shares; 2025Q1: 13,130 shares; 2025Q2: 13,250 shares; 2025Q3: 13,963 shares; 2025Q4: 14,291 shares; 2026Q1: 11,802 shares 11,802 $1.36M 0.12% -2,489 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,538 shares; 2024Q4: 26,847 shares; 2025Q1: 36,009 shares; 2025Q2: 36,135 shares; 2025Q3: 27,667 shares; 2025Q4: 25,203 shares; 2026Q1: 14,944 shares 14,944 $1.35M 0.12% -10,259 Timeline FDV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,159 shares; 2024Q4: 46,644 shares; 2025Q1: 46,644 shares; 2025Q2: 45,861 shares; 2025Q3: 45,861 shares; 2025Q4: 43,660 shares; 2026Q1: 43,660 shares 43,660 $1.34M 0.12% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,570 shares; 2025Q4: 4,157 shares; 2026Q1: 3,434 shares 3,434 $1.33M 0.12% -723 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: 38,132 shares; 2024Q4: 30,322 shares; 2025Q1: 37,733 shares; 2025Q2: 2,613 shares; 2025Q3: 10,209 shares; 2025Q4: 2,809 shares; 2026Q1: 10,870 shares 10,870 $1.32M 0.12% +8,061 Timeline CLOZ SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,385 shares; 2025Q2: 29,850 shares; 2025Q3: 41,900 shares; 2025Q4: 70,700 shares; 2026Q1: 51,150 shares 51,150 $1.31M 0.12% -19,550 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,395 shares; 2025Q3: 9,015 shares; 2025Q4: 9,908 shares; 2026Q1: 10,838 shares 10,838 $1.31M 0.12% +930 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: 12,874 shares; 2024Q4: 11,809 shares; 2025Q1: 13,448 shares; 2025Q2: 13,115 shares; 2025Q3: 15,211 shares; 2025Q4: 16,210 shares; 2026Q1: 13,525 shares 13,525 $1.3M 0.12% -2,685 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,109 shares; 2024Q4: 57,531 shares; 2025Q1: 72,747 shares; 2025Q2: 72,656 shares; 2025Q3: 65,051 shares; 2025Q4: 55,153 shares; 2026Q1: 66,656 shares 66,656 $1.28M 0.12% +11,503 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: 70,283 shares; 2024Q4: 71,352 shares; 2025Q1: 71,273 shares; 2025Q2: 73,454 shares; 2025Q3: 64,961 shares; 2025Q4: 61,232 shares; 2026Q1: 24,620 shares 24,620 $1.28M 0.12% -36,612 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 10,804 shares; 2025Q1: 10,664 shares; 2025Q2: 11,189 shares; 2025Q3: 7,131 shares; 2025Q4: 6,924 shares; 2026Q1: 6,803 shares 6,803 $1.28M 0.12% -121 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,664 shares; 2025Q4: 21,551 shares; 2026Q1: 8,039 shares 8,039 $1.27M 0.12% -13,512 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,611 shares; 2024Q4: 9,802 shares; 2025Q1: 10,485 shares; 2025Q2: 10,747 shares; 2025Q3: 10,723 shares; 2025Q4: 9,686 shares; 2026Q1: 7,528 shares 7,528 $1.27M 0.12% -2,158 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: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares 12,600 $1.26M 0.11% 0 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,171 shares; 2024Q4: 38,463 shares; 2025Q1: 38,451 shares; 2025Q2: 37,697 shares; 2025Q3: 36,051 shares; 2025Q4: 36,296 shares; 2026Q1: 25,870 shares 25,870 $1.25M 0.11% -10,426 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: 26,281 shares; 2024Q4: 26,655 shares; 2025Q1: 27,462 shares; 2025Q2: 26,678 shares; 2025Q3: 20,458 shares; 2025Q4: 19,318 shares; 2026Q1: 6,849 shares 6,849 $1.25M 0.11% -12,469 Timeline CCOR 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: 115,614 shares; 2024Q4: 63,496 shares; 2025Q1: 61,921 shares; 2025Q2: 53,595 shares; 2025Q3: 53,574 shares; 2025Q4: 50,599 shares; 2026Q1: 47,792 shares 47,792 $1.25M 0.11% -2,807 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: 20,865 shares; 2024Q4: 21,869 shares; 2025Q1: 19,444 shares; 2025Q2: 20,608 shares; 2025Q3: 21,938 shares; 2025Q4: 23,261 shares; 2026Q1: 22,789 shares 22,789 $1.24M 0.11% -472 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: 4,209 shares; 2024Q4: 4,548 shares; 2025Q1: 4,362 shares; 2025Q2: 7,329 shares; 2025Q3: 7,893 shares; 2025Q4: 8,122 shares; 2026Q1: 5,901 shares 5,901 $1.24M 0.11% -2,221 Timeline DEXC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,322 shares; 2025Q2: 58,971 shares; 2025Q3: 82,389 shares; 2025Q4: 49,399 shares; 2026Q1: 19,055 shares 19,055 $1.24M 0.11% -30,344 Timeline TUA 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: 109,764 shares; 2024Q4: 122,065 shares; 2025Q1: 113,078 shares; 2025Q2: 106,746 shares; 2025Q3: 92,970 shares; 2025Q4: 145,310 shares; 2026Q1: 57,302 shares 57,302 $1.21M 0.11% -88,008 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: 87,599 shares; 2024Q4: 215,058 shares; 2025Q1: 57,663 shares; 2025Q2: 510,996 shares; 2025Q3: 102,231 shares; 2025Q4: 83,744 shares; 2026Q1: 68,954 shares 68,954 $1.19M 0.11% -14,790 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 reported; 2024Q4: not reported; 2025Q1: 32,052 shares; 2025Q2: 31,681 shares; 2025Q3: 31,285 shares; 2025Q4: 27,912 shares; 2026Q1: 26,659 shares 26,659 $1.19M 0.11% -1,253 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: 6,582 shares; 2024Q4: 7,192 shares; 2025Q1: 7,987 shares; 2025Q2: 10,866 shares; 2025Q3: 11,095 shares; 2025Q4: 13,974 shares; 2026Q1: 9,065 shares 9,065 $1.19M 0.11% -4,909 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,598 shares; 2024Q4: 17,715 shares; 2025Q1: 19,842 shares; 2025Q2: 24,911 shares; 2025Q3: 18,541 shares; 2025Q4: 15,292 shares; 2026Q1: 15,749 shares 15,749 $1.19M 0.11% +457 Timeline RSPN 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: 18,520 shares; 2024Q4: 18,342 shares; 2025Q1: 18,617 shares; 2025Q2: 19,267 shares; 2025Q3: 21,240 shares; 2025Q4: 20,871 shares; 2026Q1: 20,291 shares 20,291 $1.17M 0.11% -580 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: 12,766 shares; 2024Q4: 13,756 shares; 2025Q1: 14,758 shares; 2025Q2: 28,141 shares; 2025Q3: 24,437 shares; 2025Q4: 22,125 shares; 2026Q1: 7,985 shares 7,985 $1.17M 0.11% -14,140 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: 6,205 shares; 2024Q4: 6,260 shares; 2025Q1: 5,650 shares; 2025Q2: 6,157 shares; 2025Q3: 6,097 shares; 2025Q4: 5,269 shares; 2026Q1: 4,781 shares 4,781 $1.17M 0.11% -488 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,339 shares; 2024Q4: 24,373 shares; 2025Q1: 32,023 shares; 2025Q2: 30,548 shares; 2025Q3: 32,710 shares; 2025Q4: 28,630 shares; 2026Q1: 27,706 shares 27,706 $1.15M 0.1% -924 Timeline DIVO 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: 8,088 shares; 2024Q4: 15,658 shares; 2025Q1: 18,721 shares; 2025Q2: not reported; 2025Q3: 24,336 shares; 2025Q4: not reported; 2026Q1: 25,593 shares 25,593 $1.15M 0.1% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,597 shares; 2024Q4: 10,966 shares; 2025Q1: 11,813 shares; 2025Q2: 13,569 shares; 2025Q3: 12,676 shares; 2025Q4: 8,618 shares; 2026Q1: 6,111 shares 6,111 $1.14M 0.1% -2,507 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,911 shares; 2024Q4: 12,105 shares; 2025Q1: 13,023 shares; 2025Q2: 12,976 shares; 2025Q3: 9,146 shares; 2025Q4: 6,630 shares; 2026Q1: 4,931 shares 4,931 $1.14M 0.1% -1,699 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 2,463 shares; 2025Q1: 2,600 shares; 2025Q2: 2,997 shares; 2025Q3: 2,879 shares; 2025Q4: 2,607 shares; 2026Q1: 1,992 shares 1,992 $1.12M 0.1% -615 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: 10,065 shares; 2024Q4: 9,575 shares; 2025Q1: 7,995 shares; 2025Q2: 7,046 shares; 2025Q3: 7,611 shares; 2025Q4: 6,990 shares; 2026Q1: 4,481 shares 4,481 $1.12M 0.1% -2,509 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: 14,673 shares; 2024Q4: 15,261 shares; 2025Q1: 15,819 shares; 2025Q2: 15,867 shares; 2025Q3: 17,875 shares; 2025Q4: 21,092 shares; 2026Q1: 12,840 shares 12,840 $1.11M 0.1% -8,252 Timeline CGW 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: 17,207 shares 17,207 $1.1M 0.1% new Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL 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: 29,239 shares; 2026Q1: 24,529 shares 24,529 $1.1M 0.1% -4,710 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: 17,956 shares; 2024Q4: 21,268 shares; 2025Q1: 23,139 shares; 2025Q2: 22,331 shares; 2025Q3: 27,903 shares; 2025Q4: 29,162 shares; 2026Q1: 17,917 shares 17,917 $1.1M 0.1% -11,245 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,695 shares; 2025Q3: 13,113 shares; 2025Q4: 20,719 shares; 2026Q1: 12,264 shares 12,264 $1.1M 0.1% -8,455 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: 23,845 shares; 2024Q4: 22,160 shares; 2025Q1: 14,166 shares; 2025Q2: 14,244 shares; 2025Q3: 14,495 shares; 2025Q4: 14,936 shares; 2026Q1: 11,309 shares 11,309 $1.09M 0.1% -3,627 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,432 shares; 2024Q4: 4,859 shares; 2025Q1: 4,822 shares; 2025Q2: 6,471 shares; 2025Q3: 5,776 shares; 2025Q4: 5,811 shares; 2026Q1: 3,399 shares 3,399 $1.09M 0.1% -2,412 Timeline VCIT 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: 16,710 shares; 2024Q4: 18,714 shares; 2025Q1: 17,045 shares; 2025Q2: 18,301 shares; 2025Q3: 18,965 shares; 2025Q4: 18,342 shares; 2026Q1: 13,154 shares 13,154 $1.09M 0.1% -5,188 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: not reported; 2025Q3: 17,750 shares; 2025Q4: not reported; 2026Q1: 28,097 shares 28,097 $1.09M 0.1% new Timeline IYK 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: 15,455 shares 15,455 $1.08M 0.1% new Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,875 shares; 2025Q4: 15,017 shares; 2026Q1: 13,274 shares 13,274 $1.06M 0.1% -1,743 Timeline DISV 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: 68,387 shares; 2024Q4: 72,308 shares; 2025Q1: 70,534 shares; 2025Q2: 71,665 shares; 2025Q3: 70,465 shares; 2025Q4: 26,526 shares; 2026Q1: 26,884 shares 26,884 $1.06M 0.1% +358 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: 22,065 shares; 2024Q4: 21,766 shares; 2025Q1: 24,016 shares; 2025Q2: 23,647 shares; 2025Q3: 23,797 shares; 2025Q4: 21,351 shares; 2026Q1: 17,501 shares 17,501 $1.06M 0.1% -3,850 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: 3,870 shares; 2024Q4: 14,038 shares; 2025Q1: 20,785 shares; 2025Q2: 18,931 shares; 2025Q3: 18,694 shares; 2025Q4: 18,346 shares; 2026Q1: 3,239 shares 3,239 $1.06M 0.1% -15,107 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: 6,834 shares; 2024Q4: 7,566 shares; 2025Q1: 7,838 shares; 2025Q2: 6,984 shares; 2025Q3: 6,588 shares; 2025Q4: 7,110 shares; 2026Q1: 4,582 shares 4,582 $1.05M 0.1% -2,528 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: 7,394 shares; 2024Q4: 17,907 shares; 2025Q1: 19,503 shares; 2025Q2: 23,946 shares; 2025Q3: 25,494 shares; 2025Q4: 25,773 shares; 2026Q1: 25,790 shares 25,790 $1.05M 0.09% +17 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: 31,195 shares; 2024Q4: 38,540 shares; 2025Q1: 56,680 shares; 2025Q2: 58,855 shares; 2025Q3: 55,681 shares; 2025Q4: 78,162 shares; 2026Q1: 36,067 shares 36,067 $1.04M 0.09% -42,095 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: 1,467 shares; 2024Q4: 1,860 shares; 2025Q1: 1,966 shares; 2025Q2: 1,978 shares; 2025Q3: 2,097 shares; 2025Q4: 2,013 shares; 2026Q1: 1,182 shares 1,182 $1.02M 0.09% -831 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,041 shares; 2024Q4: 15,005 shares; 2025Q1: 15,005 shares; 2025Q2: 14,598 shares; 2025Q3: 17,126 shares; 2025Q4: 14,840 shares; 2026Q1: 14,500 shares 14,500 $1.02M 0.09% -340 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: 34,397 shares; 2024Q4: 12,531 shares; 2025Q1: 27,769 shares; 2025Q2: 20,773 shares; 2025Q3: 15,693 shares; 2025Q4: 16,651 shares; 2026Q1: 14,883 shares 14,883 $1.01M 0.09% -1,768 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: 4,787 shares; 2024Q4: 5,167 shares; 2025Q1: 4,624 shares; 2025Q2: 4,466 shares; 2025Q3: 4,773 shares; 2025Q4: 5,118 shares; 2026Q1: 4,604 shares 4,604 $1.01M 0.09% -514 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: 8,444 shares; 2024Q4: 3,083 shares; 2025Q1: 3,784 shares; 2025Q2: 8,647 shares; 2025Q3: 8,161 shares; 2025Q4: 9,089 shares; 2026Q1: 3,540 shares 3,540 $1M 0.09% -5,549 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: 42,323 shares; 2024Q4: 45,473 shares; 2025Q1: 45,244 shares; 2025Q2: 48,390 shares; 2025Q3: 54,474 shares; 2025Q4: 47,564 shares; 2026Q1: 6,773 shares 6,773 $996K 0.09% -40,791 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: 2,361 shares; 2024Q4: 2,164 shares; 2025Q1: 2,138 shares; 2025Q2: 2,135 shares; 2025Q3: 2,188 shares; 2025Q4: 2,192 shares; 2026Q1: 2,030 shares 2,030 $996K 0.09% -162 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: 85,981 shares; 2024Q4: 87,143 shares; 2025Q1: 87,954 shares; 2025Q2: 3,357 shares; 2025Q3: 86,547 shares; 2025Q4: 2,962 shares; 2026Q1: 9,681 shares 9,681 $994K 0.09% +6,719 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,598 shares; 2026Q1: 1,414 shares 1,414 $994K 0.09% -184 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 5,245 shares; 2025Q1: 8,228 shares; 2025Q2: 6,121 shares; 2025Q3: 11,412 shares; 2025Q4: 7,967 shares; 2026Q1: 9,304 shares 9,304 $988K 0.09% +1,337 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: 19,824 shares; 2024Q4: 19,824 shares; 2025Q1: 19,824 shares; 2025Q2: 20,283 shares; 2025Q3: 20,283 shares; 2025Q4: 20,191 shares; 2026Q1: 20,191 shares 20,191 $987K 0.09% 0 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,558 shares; 2026Q1: 18,661 shares 18,661 $986K 0.09% -6,897 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: 26,032 shares; 2024Q4: 25,614 shares; 2025Q1: 28,738 shares; 2025Q2: 33,800 shares; 2025Q3: 34,076 shares; 2025Q4: 30,616 shares; 2026Q1: 10,981 shares 10,981 $984K 0.09% -19,635 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: 12,028 shares; 2024Q4: 10,059 shares; 2025Q1: 11,808 shares; 2025Q2: 12,295 shares; 2025Q3: 11,771 shares; 2025Q4: 10,656 shares; 2026Q1: 6,719 shares 6,719 $976K 0.09% -3,937 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: 15,679 shares; 2024Q4: 15,686 shares; 2025Q1: 6,725 shares; 2025Q2: 13,598 shares; 2025Q3: 18,922 shares; 2025Q4: 28,528 shares; 2026Q1: 25,016 shares 25,016 $972K 0.09% -3,512 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: 7,349 shares; 2024Q4: 7,205 shares; 2025Q1: 18,068 shares; 2025Q2: 18,635 shares; 2025Q3: 18,963 shares; 2025Q4: 16,954 shares; 2026Q1: 7,539 shares 7,539 $971K 0.09% -9,415 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,220 shares; 2025Q3: 11,968 shares; 2025Q4: 12,381 shares; 2026Q1: 13,009 shares 13,009 $956K 0.09% +628 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: 4,045 shares; 2024Q4: 5,048 shares; 2025Q1: 5,377 shares; 2025Q2: 5,362 shares; 2025Q3: 5,272 shares; 2025Q4: 5,153 shares; 2026Q1: 4,866 shares 4,866 $950K 0.09% -287 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: 6,445 shares; 2024Q4: 6,303 shares; 2025Q1: 6,285 shares; 2025Q2: 6,185 shares; 2025Q3: 6,458 shares; 2025Q4: 8,547 shares; 2026Q1: 7,241 shares 7,241 $949K 0.09% -1,306 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: 17,890 shares; 2024Q4: 19,566 shares; 2025Q1: 18,887 shares; 2025Q2: 18,935 shares; 2025Q3: 18,801 shares; 2025Q4: 18,837 shares; 2026Q1: 18,752 shares 18,752 $947K 0.09% -85 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,479 shares; 2024Q4: 3,856 shares; 2025Q1: 4,282 shares; 2025Q2: 5,111 shares; 2025Q3: 5,235 shares; 2025Q4: 4,701 shares; 2026Q1: 2,878 shares 2,878 $946K 0.09% -1,823 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,847 shares; 2024Q4: 37,038 shares; 2025Q1: 41,060 shares; 2025Q2: 41,878 shares; 2025Q3: 38,684 shares; 2025Q4: 34,991 shares; 2026Q1: 10,227 shares 10,227 $942K 0.09% -24,764 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,155 shares; 2025Q1: 2,438 shares; 2025Q2: 2,434 shares; 2025Q3: 2,447 shares; 2025Q4: 2,432 shares; 2026Q1: 2,384 shares 2,384 $940K 0.09% -48 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: 30,508 shares; 2024Q4: 32,358 shares; 2025Q1: 31,160 shares; 2025Q2: 29,739 shares; 2025Q3: 30,929 shares; 2025Q4: 30,039 shares; 2026Q1: 17,215 shares 17,215 $930K 0.08% -12,824 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,802 shares; 2025Q3: 1,951 shares; 2025Q4: 1,996 shares; 2026Q1: 2,368 shares 2,368 $928K 0.08% +372 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,042 shares; 2024Q4: 6,900 shares; 2025Q1: 6,337 shares; 2025Q2: 4,126 shares; 2025Q3: 5,008 shares; 2025Q4: 4,297 shares; 2026Q1: 4,560 shares 4,560 $926K 0.08% +263 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: 5,713 shares; 2024Q4: 8,237 shares; 2025Q1: 9,378 shares; 2025Q2: 12,752 shares; 2025Q3: 14,870 shares; 2025Q4: 13,486 shares; 2026Q1: 9,307 shares 9,307 $922K 0.08% -4,179 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 9,657 shares; 2025Q1: 12,469 shares; 2025Q2: 13,110 shares; 2025Q3: 12,592 shares; 2025Q4: 12,021 shares; 2026Q1: 14,024 shares 14,024 $915K 0.08% +2,003 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: 6,073 shares; 2024Q4: 6,243 shares; 2025Q1: 6,917 shares; 2025Q2: 7,228 shares; 2025Q3: 7,812 shares; 2025Q4: 4,250 shares; 2026Q1: 3,516 shares 3,516 $915K 0.08% -734 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: 24,979 shares; 2024Q4: 24,735 shares; 2025Q1: 25,643 shares; 2025Q2: 26,173 shares; 2025Q3: 25,426 shares; 2025Q4: 25,486 shares; 2026Q1: 24,862 shares 24,862 $914K 0.08% -624 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,355 shares; 2024Q4: 17,353 shares; 2025Q1: 21,740 shares; 2025Q2: 27,070 shares; 2025Q3: not reported; 2025Q4: 42,295 shares; 2026Q1: 19,675 shares 19,675 $910K 0.08% -22,620 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 15,117 shares 15,117 $908K 0.08% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,239 shares; 2024Q4: 16,130 shares; 2025Q1: 10,552 shares; 2025Q2: 10,462 shares; 2025Q3: 11,065 shares; 2025Q4: 10,138 shares; 2026Q1: 4,772 shares 4,772 $905K 0.08% -5,366 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: 5,564 shares; 2024Q4: 5,934 shares; 2025Q1: 5,994 shares; 2025Q2: 6,752 shares; 2025Q3: 9,212 shares; 2025Q4: 8,928 shares; 2026Q1: 9,700 shares 9,700 $900K 0.08% +772 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: 5,993 shares; 2024Q4: 6,284 shares; 2025Q1: 6,278 shares; 2025Q2: not reported; 2025Q3: 6,693 shares; 2025Q4: not reported; 2026Q1: 4,507 shares 4,507 $897K 0.08% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 5,123 shares; 2025Q1: 5,712 shares; 2025Q2: 5,301 shares; 2025Q3: 4,971 shares; 2025Q4: 4,959 shares; 2026Q1: 3,561 shares 3,561 $893K 0.08% -1,398 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 29,104 shares; 2025Q4: 18,879 shares; 2026Q1: 18,978 shares 18,978 $892K 0.08% +99 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: 18,929 shares; 2024Q4: 18,789 shares; 2025Q1: 21,802 shares; 2025Q2: 24,427 shares; 2025Q3: 21,093 shares; 2025Q4: 19,711 shares; 2026Q1: 16,416 shares 16,416 $889K 0.08% -3,295 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: 26,244 shares; 2024Q4: 19,267 shares; 2025Q1: 17,433 shares; 2025Q2: 23,663 shares; 2025Q3: 13,523 shares; 2025Q4: 13,523 shares; 2026Q1: 12,147 shares 12,147 $888K 0.08% -1,376 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: 16,722 shares; 2024Q4: 16,677 shares; 2025Q1: 16,677 shares; 2025Q2: 17,168 shares; 2025Q3: 17,168 shares; 2025Q4: 17,866 shares; 2026Q1: 17,866 shares 17,866 $883K 0.08% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,102 shares; 2024Q4: 7,249 shares; 2025Q1: 6,873 shares; 2025Q2: 6,690 shares; 2025Q3: 6,779 shares; 2025Q4: 6,146 shares; 2026Q1: 6,070 shares 6,070 $880K 0.08% -76 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: 6,981 shares; 2024Q4: 6,898 shares; 2025Q1: 6,753 shares; 2025Q2: 6,957 shares; 2025Q3: 5,923 shares; 2025Q4: 5,137 shares; 2026Q1: 1,777 shares 1,777 $873K 0.08% -3,360 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: 49,228 shares; 2024Q4: 11,052 shares; 2025Q1: 74,285 shares; 2025Q2: 29,410 shares; 2025Q3: 64,897 shares; 2025Q4: 62,038 shares; 2026Q1: 9,424 shares 9,424 $865K 0.08% -52,614 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: 7,680 shares; 2024Q4: 5,436 shares; 2025Q1: 5,359 shares; 2025Q2: not reported; 2025Q3: 14,007 shares; 2025Q4: 997 shares; 2026Q1: 2,527 shares 2,527 $864K 0.08% +1,530 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: 18,376 shares; 2024Q4: 17,290 shares; 2025Q1: 18,939 shares; 2025Q2: 19,459 shares; 2025Q3: 21,622 shares; 2025Q4: 21,261 shares; 2026Q1: 10,826 shares 10,826 $862K 0.08% -10,435 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,431 shares; 2024Q4: 11,461 shares; 2025Q1: 12,069 shares; 2025Q2: not reported; 2025Q3: 11,537 shares; 2025Q4: not reported; 2026Q1: 11,392 shares 11,392 $855K 0.08% 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: 17,616 shares; 2025Q2: 13,407 shares; 2025Q3: 14,978 shares; 2025Q4: 20,544 shares; 2026Q1: 22,198 shares 22,198 $852K 0.08% +1,654 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 8,437 shares; 2025Q1: 8,359 shares; 2025Q2: not reported; 2025Q3: 8,389 shares; 2025Q4: not reported; 2026Q1: 8,002 shares 8,002 $849K 0.08% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,535 shares; 2024Q4: 6,175 shares; 2025Q1: 6,064 shares; 2025Q2: 5,982 shares; 2025Q3: 5,831 shares; 2025Q4: 5,671 shares; 2026Q1: 1,955 shares 1,955 $845K 0.08% -3,716 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,926 shares; 2024Q4: 5,473 shares; 2025Q1: 9,197 shares; 2025Q2: 9,754 shares; 2025Q3: 11,541 shares; 2025Q4: 12,631 shares; 2026Q1: 20,627 shares 20,627 $842K 0.08% +7,996 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: 2,225 shares; 2024Q4: 3,874 shares; 2025Q1: 5,635 shares; 2025Q2: 7,501 shares; 2025Q3: 7,445 shares; 2025Q4: 5,180 shares; 2026Q1: 4,947 shares 4,947 $837K 0.08% -233 Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,169 shares; 2025Q2: 21,939 shares; 2025Q3: 22,043 shares; 2025Q4: 22,080 shares; 2026Q1: 21,290 shares 21,290 $836K 0.08% -790 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,997 shares; 2025Q4: not reported; 2026Q1: 20,636 shares 20,636 $835K 0.08% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,328 shares; 2024Q4: 34,367 shares; 2025Q1: 39,598 shares; 2025Q2: 41,944 shares; 2025Q3: 105,194 shares; 2025Q4: 59,388 shares; 2026Q1: 40,892 shares 40,892 $835K 0.08% -18,496 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: 4,584 shares; 2024Q4: 20,452 shares; 2025Q1: 4,348 shares; 2025Q2: 4,812 shares; 2025Q3: 4,605 shares; 2025Q4: 36,660 shares; 2026Q1: 3,902 shares 3,902 $834K 0.08% -32,758 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: 8,420 shares; 2024Q4: 8,420 shares; 2025Q1: 8,420 shares; 2025Q2: not reported; 2025Q3: 8,855 shares; 2025Q4: not reported; 2026Q1: 9,790 shares 9,790 $831K 0.08% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,863 shares; 2024Q4: 35,115 shares; 2025Q1: 72,873 shares; 2025Q2: 20,967 shares; 2025Q3: 21,884 shares; 2025Q4: 21,579 shares; 2026Q1: 11,871 shares 11,871 $828K 0.08% -9,708 Timeline GCOW 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: 11,331 shares; 2024Q4: 16,114 shares; 2025Q1: 19,068 shares; 2025Q2: 17,472 shares; 2025Q3: 17,240 shares; 2025Q4: 17,740 shares; 2026Q1: 17,897 shares 17,897 $828K 0.08% +157 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,722 shares; 2025Q4: not reported; 2026Q1: 39,030 shares 39,030 $825K 0.08% new 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: 2,076 shares; 2025Q3: 3,084 shares; 2025Q4: 4,415 shares; 2026Q1: 5,448 shares 5,448 $819K 0.07% +1,033 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: 70,531 shares; 2024Q4: 55,558 shares; 2025Q1: 15,313 shares; 2025Q2: 15,525 shares; 2025Q3: 15,453 shares; 2025Q4: 15,087 shares; 2026Q1: 14,259 shares 14,259 $810K 0.07% -828 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: 2,179 shares; 2024Q4: 2,674 shares; 2025Q1: 3,416 shares; 2025Q2: 4,107 shares; 2025Q3: 4,411 shares; 2025Q4: 4,356 shares; 2026Q1: 3,247 shares 3,247 $802K 0.07% -1,109 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: 6,552 shares; 2024Q4: 8,073 shares; 2025Q1: 7,883 shares; 2025Q2: 8,070 shares; 2025Q3: 7,672 shares; 2025Q4: 7,261 shares; 2026Q1: 5,469 shares 5,469 $798K 0.07% -1,792 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 709 shares; 2025Q2: 1,002 shares; 2025Q3: 1,228 shares; 2025Q4: 1,028 shares; 2026Q1: 1,007 shares 1,007 $796K 0.07% -21 Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,935 shares; 2024Q4: 11,935 shares; 2025Q1: 19,242 shares; 2025Q2: 14,811 shares; 2025Q3: 20,828 shares; 2025Q4: 20,828 shares; 2026Q1: 22,129 shares 22,129 $793K 0.07% +1,301 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,126 shares; 2024Q4: 6,136 shares; 2025Q1: 6,627 shares; 2025Q2: 6,784 shares; 2025Q3: 7,018 shares; 2025Q4: 7,050 shares; 2026Q1: 8,707 shares 8,707 $785K 0.07% +1,657 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: 3,212 shares; 2024Q4: 3,203 shares; 2025Q1: 4,063 shares; 2025Q2: 3,964 shares; 2025Q3: 4,135 shares; 2025Q4: 3,762 shares; 2026Q1: 3,647 shares 3,647 $784K 0.07% -115 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 514 shares; 2024Q4: 436 shares; 2025Q1: 475 shares; 2025Q2: 101 shares; 2025Q3: 609 shares; 2025Q4: 91 shares; 2026Q1: 232 shares 232 $784K 0.07% +141 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: 26,632 shares; 2024Q4: 29,324 shares; 2025Q1: 17,425 shares; 2025Q2: 17,795 shares; 2025Q3: 18,053 shares; 2025Q4: 16,568 shares; 2026Q1: 6,878 shares 6,878 $780K 0.07% -9,690 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: 5,784 shares; 2024Q4: 6,237 shares; 2025Q1: 6,242 shares; 2025Q2: 5,605 shares; 2025Q3: 5,382 shares; 2025Q4: 6,469 shares; 2026Q1: 3,195 shares 3,195 $777K 0.07% -3,274 Timeline THD 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: 11,137 shares 11,137 $773K 0.07% 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: 6,001 shares; 2024Q4: 12,333 shares; 2025Q1: 12,525 shares; 2025Q2: 10,901 shares; 2025Q3: 10,153 shares; 2025Q4: 10,449 shares; 2026Q1: 4,794 shares 4,794 $769K 0.07% -5,655 Timeline TYA 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: 24,404 shares; 2024Q4: not reported; 2025Q1: 105,503 shares; 2025Q2: 105,991 shares; 2025Q3: 91,763 shares; 2025Q4: 529,725 shares; 2026Q1: 58,318 shares 58,318 $766K 0.07% -471,407 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,765 shares; 2024Q4: 2,508 shares; 2025Q1: 3,191 shares; 2025Q2: 3,838 shares; 2025Q3: 2,839 shares; 2025Q4: 2,575 shares; 2026Q1: 1,578 shares 1,578 $765K 0.07% -997 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,607 shares 10,607 $752K 0.07% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,435 shares; 2024Q4: 24,644 shares; 2025Q1: 27,128 shares; 2025Q2: 27,648 shares; 2025Q3: 30,301 shares; 2025Q4: 29,794 shares; 2026Q1: 16,297 shares 16,297 $749K 0.07% -13,497 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,297 shares; 2024Q4: 2,801 shares; 2025Q1: 3,612 shares; 2025Q2: 3,422 shares; 2025Q3: 3,732 shares; 2025Q4: 2,557 shares; 2026Q1: 3,780 shares 3,780 $748K 0.07% +1,223 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: 2,308 shares; 2024Q4: 2,292 shares; 2025Q1: 2,586 shares; 2025Q2: 2,821 shares; 2025Q3: 2,106 shares; 2025Q4: 2,354 shares; 2026Q1: 1,382 shares 1,382 $744K 0.07% -972 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: 12,355 shares; 2024Q4: 16,645 shares; 2025Q1: 16,861 shares; 2025Q2: 16,804 shares; 2025Q3: 17,600 shares; 2025Q4: 16,539 shares; 2026Q1: 6,249 shares 6,249 $741K 0.07% -10,290 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,105 shares 4,105 $737K 0.07% new 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: 16,698 shares; 2024Q4: 12,516 shares; 2025Q1: 3,111 shares; 2025Q2: 2,961 shares; 2025Q3: 3,836 shares; 2025Q4: 4,146 shares; 2026Q1: 2,139 shares 2,139 $734K 0.07% -2,007 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: 27,994 shares; 2024Q4: 13,371 shares; 2025Q1: 18,450 shares; 2025Q2: 24,296 shares; 2025Q3: 15,614 shares; 2025Q4: 22,406 shares; 2026Q1: 8,919 shares 8,919 $731K 0.07% -13,487 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,905 shares; 2024Q4: 13,905 shares; 2025Q1: 13,755 shares; 2025Q2: 15,730 shares; 2025Q3: 18,455 shares; 2025Q4: 28,680 shares; 2026Q1: 35,859 shares 35,859 $730K 0.07% +7,179 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,032 shares; 2025Q1: 1,865 shares; 2025Q2: 2,174 shares; 2025Q3: 2,167 shares; 2025Q4: 1,888 shares; 2026Q1: 1,225 shares 1,225 $721K 0.07% -663 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,367 shares; 2024Q4: 33,271 shares; 2025Q1: 34,697 shares; 2025Q2: not reported; 2025Q3: 44,482 shares; 2025Q4: not reported; 2026Q1: 8,922 shares 8,922 $719K 0.07% new Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,938 shares; 2025Q1: 14,053 shares; 2025Q2: 14,015 shares; 2025Q3: 16,480 shares; 2025Q4: 16,847 shares; 2026Q1: 17,829 shares 17,829 $705K 0.06% +982 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: 2,828 shares; 2024Q4: 4,354 shares; 2025Q1: 3,499 shares; 2025Q2: 3,497 shares; 2025Q3: 3,726 shares; 2025Q4: 3,675 shares; 2026Q1: 2,481 shares 2,481 $704K 0.06% -1,194 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,840 shares; 2025Q2: 35,582 shares; 2025Q3: 35,871 shares; 2025Q4: 37,087 shares; 2026Q1: 23,230 shares 23,230 $702K 0.06% -13,857 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI 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: 20,923 shares 20,923 $696K 0.06% new 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: 316 shares; 2024Q4: 332 shares; 2025Q1: 327 shares; 2025Q2: 254 shares; 2025Q3: 252 shares; 2025Q4: 259 shares; 2026Q1: 165 shares 165 $695K 0.06% -94 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,408 shares; 2024Q4: 3,455 shares; 2025Q1: 3,528 shares; 2025Q2: 3,717 shares; 2025Q3: 4,259 shares; 2025Q4: 20,032 shares; 2026Q1: 6,639 shares 6,639 $694K 0.06% -13,393 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: 62,896 shares; 2024Q4: 11,365 shares; 2025Q1: 86,911 shares; 2025Q2: 11,209 shares; 2025Q3: 10,641 shares; 2025Q4: 9,397 shares; 2026Q1: 7,649 shares 7,649 $692K 0.06% -1,748 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,363 shares; 2024Q4: 9,288 shares; 2025Q1: 9,233 shares; 2025Q2: 9,433 shares; 2025Q3: 10,146 shares; 2025Q4: 10,366 shares; 2026Q1: 9,414 shares 9,414 $692K 0.06% -952 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: 1,468 shares; 2024Q4: 1,369 shares; 2025Q1: 1,393 shares; 2025Q2: 1,519 shares; 2025Q3: 1,820 shares; 2025Q4: 2,308 shares; 2026Q1: 2,105 shares 2,105 $692K 0.06% -203 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,020 shares; 2024Q4: 6,493 shares; 2025Q1: 6,917 shares; 2025Q2: 6,714 shares; 2025Q3: 6,520 shares; 2025Q4: 6,750 shares; 2026Q1: 6,329 shares 6,329 $690K 0.06% -421 Timeline VGSH 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: 16,628 shares; 2024Q4: 41,824 shares; 2025Q1: 12,398 shares; 2025Q2: 12,533 shares; 2025Q3: 11,669 shares; 2025Q4: 11,703 shares; 2026Q1: 11,658 shares 11,658 $682K 0.06% -45 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: 5,904 shares; 2024Q4: 6,010 shares; 2025Q1: 5,914 shares; 2025Q2: 5,943 shares; 2025Q3: 6,552 shares; 2025Q4: 6,090 shares; 2026Q1: 3,258 shares 3,258 $678K 0.06% -2,832 Timeline GEL GENESIS ENERGY L P More: the full row for GENESIS ENERGY L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,100 shares; 2025Q3: 47,850 shares; 2025Q4: 44,000 shares; 2026Q1: 38,000 shares 38,000 $678K 0.06% -6,000 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,216 shares; 2024Q4: 6,506 shares; 2025Q1: 7,234 shares; 2025Q2: 6,870 shares; 2025Q3: 6,877 shares; 2025Q4: 7,033 shares; 2026Q1: 5,272 shares 5,272 $671K 0.06% -1,761 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,302 shares; 2025Q1: 3,711 shares; 2025Q2: not reported; 2025Q3: 10,893 shares; 2025Q4: not reported; 2026Q1: 8,903 shares 8,903 $670K 0.06% new Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,810 shares; 2024Q4: 4,584 shares; 2025Q1: 4,539 shares; 2025Q2: 4,543 shares; 2025Q3: 4,685 shares; 2025Q4: 4,923 shares; 2026Q1: 4,860 shares 4,860 $666K 0.06% -63 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,671 shares; 2025Q3: 7,671 shares; 2025Q4: 7,953 shares; 2026Q1: 7,953 shares 7,953 $664K 0.06% 0 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: 25,062 shares; 2024Q4: 24,701 shares; 2025Q1: 22,942 shares; 2025Q2: 28,181 shares; 2025Q3: 24,969 shares; 2025Q4: 24,845 shares; 2026Q1: 23,973 shares 23,973 $646K 0.06% -872 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,619 shares; 2025Q2: not reported; 2025Q3: 5,857 shares; 2025Q4: not reported; 2026Q1: 5,329 shares 5,329 $642K 0.06% new Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,558 shares; 2025Q1: 19,076 shares; 2025Q2: 20,896 shares; 2025Q3: 16,192 shares; 2025Q4: 10,934 shares; 2026Q1: 12,844 shares 12,844 $637K 0.06% +1,910 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,516 shares; 2024Q4: 66,042 shares; 2025Q1: 69,682 shares; 2025Q2: 72,066 shares; 2025Q3: 74,052 shares; 2025Q4: 69,357 shares; 2026Q1: 70,598 shares 70,598 $635K 0.06% +1,241 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: 3,639 shares; 2024Q4: 7,917 shares; 2025Q1: 10,986 shares; 2025Q2: 44,406 shares; 2025Q3: 10,210 shares; 2025Q4: 9,528 shares; 2026Q1: 10,132 shares 10,132 $634K 0.06% +604 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,305 shares; 2024Q4: 8,301 shares; 2025Q1: 8,077 shares; 2025Q2: 8,138 shares; 2025Q3: 8,191 shares; 2025Q4: 7,283 shares; 2026Q1: 5,243 shares 5,243 $627K 0.06% -2,040 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,400 shares; 2024Q4: 10,854 shares; 2025Q1: 12,146 shares; 2025Q2: 5,382 shares; 2025Q3: 8,020 shares; 2025Q4: 6,911 shares; 2026Q1: 5,903 shares 5,903 $624K 0.06% -1,008 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,953 shares; 2024Q4: 10,577 shares; 2025Q1: 12,231 shares; 2025Q2: 10,645 shares; 2025Q3: 10,128 shares; 2025Q4: 11,211 shares; 2026Q1: 8,736 shares 8,736 $623K 0.06% -2,475 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: 2,904 shares; 2024Q4: 3,111 shares; 2025Q1: 3,022 shares; 2025Q2: 3,358 shares; 2025Q3: 4,204 shares; 2025Q4: 4,618 shares; 2026Q1: 2,218 shares 2,218 $619K 0.06% -2,400 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,263 shares; 2026Q1: 5,225 shares 5,225 $613K 0.06% -38 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: 28,339 shares; 2024Q4: 30,610 shares; 2025Q1: 28,923 shares; 2025Q2: 28,561 shares; 2025Q3: 31,537 shares; 2025Q4: 24,082 shares; 2026Q1: 8,525 shares 8,525 $613K 0.06% -15,557 Timeline BSL BLACKSTONE SENI FLTN RAT 202 More: the full row for BLACKSTONE SENI FLTN RAT 202 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,515 shares; 2024Q4: 42,515 shares; 2025Q1: 40,360 shares; 2025Q2: 40,360 shares; 2025Q3: 42,360 shares; 2025Q4: 40,910 shares; 2026Q1: 47,218 shares 47,218 $611K 0.06% +6,308 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,404 shares; 2024Q4: 25,855 shares; 2025Q1: 26,579 shares; 2025Q2: 25,906 shares; 2025Q3: 26,224 shares; 2025Q4: 35,608 shares; 2026Q1: 23,362 shares 23,362 $609K 0.06% -12,246 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,830 shares; 2024Q4: 2,953 shares; 2025Q1: 2,364 shares; 2025Q2: 2,852 shares; 2025Q3: 2,340 shares; 2025Q4: 2,281 shares; 2026Q1: 2,094 shares 2,094 $601K 0.05% -187 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,064 shares; 2024Q4: 37,770 shares; 2025Q1: 37,188 shares; 2025Q2: not reported; 2025Q3: 38,718 shares; 2025Q4: not reported; 2026Q1: 9,060 shares 9,060 $600K 0.05% new 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: 8,529 shares; 2024Q4: 7,839 shares; 2025Q1: 8,160 shares; 2025Q2: 3,744 shares; 2025Q3: 7,630 shares; 2025Q4: 2,980 shares; 2026Q1: 4,564 shares 4,564 $598K 0.05% +1,584 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,464 shares; 2025Q4: 7,759 shares; 2026Q1: 2,193 shares 2,193 $593K 0.05% -5,566 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 4,277 shares; 2025Q1: 10,813 shares; 2025Q2: 2,199 shares; 2025Q3: 10,582 shares; 2025Q4: 2,279 shares; 2026Q1: 2,040 shares 2,040 $593K 0.05% -239 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: 13,931 shares; 2024Q4: 13,982 shares; 2025Q1: 16,000 shares; 2025Q2: 16,875 shares; 2025Q3: 11,371 shares; 2025Q4: 11,615 shares; 2026Q1: 11,659 shares 11,659 $584K 0.05% +44 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,647 shares; 2024Q4: 11,233 shares; 2025Q1: 10,377 shares; 2025Q2: 9,844 shares; 2025Q3: 12,007 shares; 2025Q4: 11,584 shares; 2026Q1: 6,125 shares 6,125 $576K 0.05% -5,459 Timeline EPU 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: 14,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,128 shares 7,128 $575K 0.05% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,815 shares; 2024Q4: 41,723 shares; 2025Q1: 51,041 shares; 2025Q2: 46,867 shares; 2025Q3: 46,057 shares; 2025Q4: 45,504 shares; 2026Q1: 17,147 shares 17,147 $575K 0.05% -28,357 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,927 shares; 2024Q4: 13,735 shares; 2025Q1: 12,894 shares; 2025Q2: 9,329 shares; 2025Q3: 9,361 shares; 2025Q4: 9,223 shares; 2026Q1: 7,276 shares 7,276 $572K 0.05% -1,947 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: 22,265 shares; 2024Q4: 15,229 shares; 2025Q1: 16,345 shares; 2025Q2: 17,182 shares; 2025Q3: 17,822 shares; 2025Q4: 17,553 shares; 2026Q1: 7,949 shares 7,949 $571K 0.05% -9,604 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,540 shares; 2024Q4: 23,899 shares; 2025Q1: 17,440 shares; 2025Q2: 19,929 shares; 2025Q3: 19,614 shares; 2025Q4: 20,209 shares; 2026Q1: 15,187 shares 15,187 $571K 0.05% -5,022 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,604 shares; 2024Q4: 9,060 shares; 2025Q1: 9,746 shares; 2025Q2: 9,158 shares; 2025Q3: 9,546 shares; 2025Q4: 8,889 shares; 2026Q1: 6,723 shares 6,723 $569K 0.05% -2,166 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,607 shares; 2024Q4: 9,989 shares; 2025Q1: 12,570 shares; 2025Q2: 14,605 shares; 2025Q3: 18,375 shares; 2025Q4: 17,293 shares; 2026Q1: 9,726 shares 9,726 $569K 0.05% -7,567 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,533 shares; 2024Q4: 30,237 shares; 2025Q1: 30,166 shares; 2025Q2: 27,524 shares; 2025Q3: 31,515 shares; 2025Q4: 26,863 shares; 2026Q1: 26,863 shares 26,863 $568K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,645 shares; 2025Q3: 5,684 shares; 2025Q4: 5,493 shares; 2026Q1: 5,496 shares 5,496 $568K 0.05% +3 Timeline QXO QXO INC More: the full row for QXO 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: 17,412 shares; 2025Q3: 17,294 shares; 2025Q4: 20,879 shares; 2026Q1: 28,964 shares 28,964 $562K 0.05% +8,085 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 5,695 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,550 shares; 2026Q1: 5,550 shares 5,550 $558K 0.05% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,880 shares; 2025Q1: 2,818 shares; 2025Q2: 2,849 shares; 2025Q3: 2,896 shares; 2025Q4: 2,835 shares; 2026Q1: 2,652 shares 2,652 $556K 0.05% -183 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: 12,844 shares; 2024Q4: 14,332 shares; 2025Q1: 13,076 shares; 2025Q2: 13,119 shares; 2025Q3: 13,997 shares; 2025Q4: 17,109 shares; 2026Q1: 9,460 shares 9,460 $556K 0.05% -7,649 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,024 shares; 2025Q1: 8,774 shares; 2025Q2: 9,449 shares; 2025Q3: 9,654 shares; 2025Q4: 12,589 shares; 2026Q1: 8,006 shares 8,006 $555K 0.05% -4,583 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,958 shares; 2024Q4: 11,685 shares; 2025Q1: 11,272 shares; 2025Q2: 5,054 shares; 2025Q3: 10,942 shares; 2025Q4: 4,335 shares; 2026Q1: 4,609 shares 4,609 $547K 0.05% +274 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,216 shares; 2024Q4: 13,464 shares; 2025Q1: 14,222 shares; 2025Q2: 14,988 shares; 2025Q3: 14,967 shares; 2025Q4: 14,870 shares; 2026Q1: 14,999 shares 14,999 $545K 0.05% +129 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 313 shares; 2025Q1: 337 shares; 2025Q2: 346 shares; 2025Q3: 342 shares; 2025Q4: 352 shares; 2026Q1: 315 shares 315 $545K 0.05% -37 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,224 shares; 2024Q4: 12,226 shares; 2025Q1: 12,348 shares; 2025Q2: 12,989 shares; 2025Q3: 15,772 shares; 2025Q4: 14,796 shares; 2026Q1: 11,225 shares 11,225 $541K 0.05% -3,571 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: 14,504 shares; 2024Q4: 26,031 shares; 2025Q1: 31,233 shares; 2025Q2: 31,083 shares; 2025Q3: 27,734 shares; 2025Q4: 23,630 shares; 2026Q1: 6,837 shares 6,837 $536K 0.05% -16,793 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,056 shares; 2024Q4: 30,757 shares; 2025Q1: 63,889 shares; 2025Q2: 67,430 shares; 2025Q3: 38,412 shares; 2025Q4: 31,859 shares; 2026Q1: 29,570 shares 29,570 $533K 0.05% -2,289 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: 18,292 shares; 2024Q4: 20,998 shares; 2025Q1: 20,991 shares; 2025Q2: 20,259 shares; 2025Q3: 20,512 shares; 2025Q4: 15,854 shares; 2026Q1: 12,466 shares 12,466 $531K 0.05% -3,388 Timeline SUB 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: 4,952 shares 4,952 $527K 0.05% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,157 shares; 2024Q4: 20,233 shares; 2025Q1: 18,948 shares; 2025Q2: 16,871 shares; 2025Q3: 15,148 shares; 2025Q4: 12,532 shares; 2026Q1: 6,650 shares 6,650 $527K 0.05% -5,882 Timeline WLKP WESTLAKE CHEM PARTNERS LP More: the full row for WESTLAKE CHEM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 27,205 shares; 2025Q1: 27,199 shares; 2025Q2: 24,524 shares; 2025Q3: 24,524 shares; 2025Q4: 24,315 shares; 2026Q1: 23,830 shares 23,830 $526K 0.05% -485 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,550 shares 10,550 $526K 0.05% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,376 shares; 2025Q2: 7,249 shares; 2025Q3: 7,157 shares; 2025Q4: 6,117 shares; 2026Q1: 6,089 shares 6,089 $525K 0.05% -28 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: 28,119 shares; 2024Q4: 30,090 shares; 2025Q1: 27,727 shares; 2025Q2: 28,062 shares; 2025Q3: 29,816 shares; 2025Q4: 28,985 shares; 2026Q1: 6,769 shares 6,769 $522K 0.05% -22,216 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,982 shares; 2024Q4: 23,208 shares; 2025Q1: 24,455 shares; 2025Q2: 25,049 shares; 2025Q3: 26,061 shares; 2025Q4: 20,910 shares; 2026Q1: 11,511 shares 11,511 $521K 0.05% -9,399 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,059 shares 6,059 $520K 0.05% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,343 shares; 2024Q4: 5,877 shares; 2025Q1: 6,411 shares; 2025Q2: 7,272 shares; 2025Q3: 8,656 shares; 2025Q4: 8,890 shares; 2026Q1: 4,933 shares 4,933 $519K 0.05% -3,957 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,145 shares; 2025Q1: 1,282 shares; 2025Q2: 1,189 shares; 2025Q3: 1,518 shares; 2025Q4: 1,859 shares; 2026Q1: 1,423 shares 1,423 $518K 0.05% -436 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,979 shares; 2025Q2: 3,268 shares; 2025Q3: 2,565 shares; 2025Q4: 1,717 shares; 2026Q1: 2,850 shares 2,850 $515K 0.05% +1,133 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 3,051 shares; 2025Q1: 3,438 shares; 2025Q2: 2,034 shares; 2025Q3: 2,618 shares; 2025Q4: 1,512 shares; 2026Q1: 2,479 shares 2,479 $514K 0.05% +967 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: 6,565 shares; 2024Q4: 1,513 shares; 2025Q1: 2,715 shares; 2025Q2: 2,741 shares; 2025Q3: 14,729 shares; 2025Q4: 13,349 shares; 2026Q1: 2,465 shares 2,465 $512K 0.05% -10,884 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is 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: 31,874 shares 31,874 $512K 0.05% new Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,664 shares; 2024Q4: 4,277 shares; 2025Q1: 4,321 shares; 2025Q2: 3,047 shares; 2025Q3: 2,992 shares; 2025Q4: 3,302 shares; 2026Q1: 2,318 shares 2,318 $502K 0.05% -984 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: 10,156 shares; 2024Q4: 7,603 shares; 2025Q1: 9,288 shares; 2025Q2: not reported; 2025Q3: 8,414 shares; 2025Q4: 8,998 shares; 2026Q1: 12,850 shares 12,850 $501K 0.05% +3,852 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,083 shares; 2025Q4: 9,583 shares; 2026Q1: 11,083 shares 11,083 $492K 0.04% +1,500 Timeline VNQ 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: 18,079 shares; 2024Q4: 8,808 shares; 2025Q1: 9,997 shares; 2025Q2: 7,660 shares; 2025Q3: 7,100 shares; 2025Q4: 7,079 shares; 2026Q1: 5,540 shares 5,540 $491K 0.04% -1,539 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,932 shares; 2026Q1: 7,600 shares 7,600 $488K 0.04% +3,668 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: 3,361 shares; 2024Q4: 3,610 shares; 2025Q1: 4,390 shares; 2025Q2: 5,470 shares; 2025Q3: 5,039 shares; 2025Q4: 4,234 shares; 2026Q1: 2,690 shares 2,690 $488K 0.04% -1,544 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,676 shares; 2024Q4: 9,362 shares; 2025Q1: 10,527 shares; 2025Q2: 10,351 shares; 2025Q3: 11,486 shares; 2025Q4: 11,470 shares; 2026Q1: 10,143 shares 10,143 $486K 0.04% -1,327 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: 3,936 shares; 2024Q4: 4,050 shares; 2025Q1: 5,305 shares; 2025Q2: 8,365 shares; 2025Q3: 8,604 shares; 2025Q4: 7,643 shares; 2026Q1: 4,800 shares 4,800 $483K 0.04% -2,843 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,612 shares; 2026Q1: 6,327 shares 6,327 $482K 0.04% -3,285 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,285 shares; 2024Q4: 37,521 shares; 2025Q1: 37,516 shares; 2025Q2: 31,350 shares; 2025Q3: 20,950 shares; 2025Q4: 21,223 shares; 2026Q1: 20,950 shares 20,950 $478K 0.04% -273 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: 32,009 shares; 2024Q4: 27,381 shares; 2025Q1: 35,553 shares; 2025Q2: 36,570 shares; 2025Q3: 36,064 shares; 2025Q4: 31,696 shares; 2026Q1: 3,606 shares 3,606 $477K 0.04% -28,090 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 9,847 shares 9,847 $475K 0.04% new Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,151 shares; 2024Q4: 2,082 shares; 2025Q1: 2,019 shares; 2025Q2: 1,085 shares; 2025Q3: 757 shares; 2025Q4: not reported; 2026Q1: 1,398 shares 1,398 $474K 0.04% new 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: 1,389 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,786 shares; 2025Q3: 7,683 shares; 2025Q4: 8,218 shares; 2026Q1: 1,230 shares 1,230 $472K 0.04% -6,988 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: 61,199 shares; 2024Q4: 61,523 shares; 2025Q1: 5,017 shares; 2025Q2: 6,043 shares; 2025Q3: 6,943 shares; 2025Q4: 8,154 shares; 2026Q1: 8,470 shares 8,470 $470K 0.04% +316 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: 5,438 shares; 2024Q4: 7,762 shares; 2025Q1: 7,805 shares; 2025Q2: 6,400 shares; 2025Q3: 5,462 shares; 2025Q4: 4,105 shares; 2026Q1: 2,860 shares 2,860 $469K 0.04% -1,245 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,152 shares; 2024Q4: 4,249 shares; 2025Q1: 4,461 shares; 2025Q2: 4,538 shares; 2025Q3: 4,779 shares; 2025Q4: 4,656 shares; 2026Q1: 3,695 shares 3,695 $468K 0.04% -961 Timeline PTNQ 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: 3,492 shares; 2024Q4: 6,328 shares; 2025Q1: 6,730 shares; 2025Q2: 6,828 shares; 2025Q3: 6,690 shares; 2025Q4: 6,690 shares; 2026Q1: 6,404 shares 6,404 $467K 0.04% -286 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,245 shares; 2025Q1: 1,280 shares; 2025Q2: 18,897 shares; 2025Q3: 14,649 shares; 2025Q4: 15,250 shares; 2026Q1: 5,048 shares 5,048 $466K 0.04% -10,202 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,999 shares; 2024Q4: 5,967 shares; 2025Q1: 5,493 shares; 2025Q2: not reported; 2025Q3: 6,555 shares; 2025Q4: not reported; 2026Q1: 6,710 shares 6,710 $466K 0.04% new Timeline RSPT 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: 10,110 shares; 2024Q4: 10,110 shares; 2025Q1: 10,110 shares; 2025Q2: 10,110 shares; 2025Q3: 10,110 shares; 2025Q4: 10,274 shares; 2026Q1: 10,254 shares 10,254 $464K 0.04% -20 Timeline USDU 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: 42,913 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,607 shares; 2026Q1: 17,549 shares 17,549 $462K 0.04% -29,058 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,975 shares 10,975 $459K 0.04% new Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 4,809 shares; 2025Q1: 11,027 shares; 2025Q2: 7,903 shares; 2025Q3: 12,510 shares; 2025Q4: 8,100 shares; 2026Q1: 7,325 shares 7,325 $451K 0.04% -775 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: 9,874 shares; 2024Q4: 10,624 shares; 2025Q1: 10,790 shares; 2025Q2: 10,040 shares; 2025Q3: 9,012 shares; 2025Q4: 9,016 shares; 2026Q1: 9,018 shares 9,018 $447K 0.04% +2 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 reported; 2024Q4: 3,599 shares; 2025Q1: 3,869 shares; 2025Q2: 3,870 shares; 2025Q3: 4,146 shares; 2025Q4: 4,311 shares; 2026Q1: 4,035 shares 4,035 $447K 0.04% -276 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,060 shares; 2024Q4: 6,066 shares; 2025Q1: 7,266 shares; 2025Q2: 7,703 shares; 2025Q3: 9,733 shares; 2025Q4: 10,596 shares; 2026Q1: 8,855 shares 8,855 $447K 0.04% -1,741 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,793 shares; 2024Q4: 122,414 shares; 2025Q1: 114,859 shares; 2025Q2: 131,908 shares; 2025Q3: 57,595 shares; 2025Q4: 15,018 shares; 2026Q1: 14,691 shares 14,691 $445K 0.04% -327 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,567 shares; 2024Q4: 8,279 shares; 2025Q1: 8,522 shares; 2025Q2: not reported; 2025Q3: 7,607 shares; 2025Q4: not reported; 2026Q1: 4,046 shares 4,046 $444K 0.04% new 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: 6,585 shares; 2024Q4: 9,206 shares; 2025Q1: 12,899 shares; 2025Q2: 19,210 shares; 2025Q3: 10,085 shares; 2025Q4: 6,021 shares; 2026Q1: 5,500 shares 5,500 $440K 0.04% -521 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: 4,284 shares; 2024Q4: 5,616 shares; 2025Q1: 8,604 shares; 2025Q2: 9,725 shares; 2025Q3: 9,173 shares; 2025Q4: 8,992 shares; 2026Q1: 3,883 shares 3,883 $439K 0.04% -5,109 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,821 shares; 2025Q4: 16,950 shares; 2026Q1: 15,920 shares 15,920 $437K 0.04% -1,030 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,471 shares; 2024Q4: 34,096 shares; 2025Q1: 31,961 shares; 2025Q2: 30,488 shares; 2025Q3: 31,200 shares; 2025Q4: 33,972 shares; 2026Q1: 20,964 shares 20,964 $434K 0.04% -13,008 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,683 shares; 2024Q4: 11,502 shares; 2025Q1: 13,652 shares; 2025Q2: 6,949 shares; 2025Q3: 15,702 shares; 2025Q4: 3,783 shares; 2026Q1: 6,743 shares 6,743 $433K 0.04% +2,960 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,695 shares; 2024Q4: 4,868 shares; 2025Q1: 7,444 shares; 2025Q2: 8,094 shares; 2025Q3: 8,037 shares; 2025Q4: 6,580 shares; 2026Q1: 2,989 shares 2,989 $432K 0.04% -3,591 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,178 shares; 2025Q1: 3,196 shares; 2025Q2: 3,145 shares; 2025Q3: 3,145 shares; 2025Q4: 3,145 shares; 2026Q1: 3,210 shares 3,210 $427K 0.04% +65 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: 6,504 shares; 2024Q4: 7,927 shares; 2025Q1: 6,618 shares; 2025Q2: 7,448 shares; 2025Q3: 5,911 shares; 2025Q4: 7,599 shares; 2026Q1: 4,256 shares 4,256 $426K 0.04% -3,343 Timeline AUGO AURA MINERALS INC More: the full row for AURA MINERALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,217 shares 5,217 $426K 0.04% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 3,293 shares; 2025Q1: 3,809 shares; 2025Q2: 4,449 shares; 2025Q3: 4,259 shares; 2025Q4: 3,945 shares; 2026Q1: 2,251 shares 2,251 $420K 0.04% -1,694 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: 5,174 shares; 2024Q4: 5,316 shares; 2025Q1: 12,269 shares; 2025Q2: 11,778 shares; 2025Q3: 11,497 shares; 2025Q4: 42,456 shares; 2026Q1: 4,295 shares 4,295 $417K 0.04% -38,161 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,085 shares; 2025Q1: 14,638 shares; 2025Q2: 15,836 shares; 2025Q3: 16,253 shares; 2025Q4: 16,199 shares; 2026Q1: 14,275 shares 14,275 $412K 0.04% -1,924 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 4,948 shares; 2025Q4: 6,453 shares; 2026Q1: 8,102 shares 8,102 $410K 0.04% +1,649 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,817 shares; 2024Q4: 70,714 shares; 2025Q1: 77,484 shares; 2025Q2: 77,813 shares; 2025Q3: 71,511 shares; 2025Q4: 77,010 shares; 2026Q1: 17,221 shares 17,221 $410K 0.04% -59,789 Timeline QYLD 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: 22,171 shares; 2024Q4: 23,543 shares; 2025Q1: 23,529 shares; 2025Q2: 26,023 shares; 2025Q3: 25,024 shares; 2025Q4: 30,094 shares; 2026Q1: 23,904 shares 23,904 $410K 0.04% -6,190 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: 4,670 shares; 2024Q4: 5,276 shares; 2025Q1: 7,108 shares; 2025Q2: 7,525 shares; 2025Q3: 9,387 shares; 2025Q4: 9,201 shares; 2026Q1: 6,030 shares 6,030 $410K 0.04% -3,171 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: 7,617 shares; 2024Q4: 7,074 shares; 2025Q1: 6,920 shares; 2025Q2: 4,096 shares; 2025Q3: 4,479 shares; 2025Q4: 7,030 shares; 2026Q1: 3,781 shares 3,781 $409K 0.04% -3,249 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: 3,525 shares; 2024Q4: 5,370 shares; 2025Q1: 5,639 shares; 2025Q2: 5,726 shares; 2025Q3: 8,721 shares; 2025Q4: 8,619 shares; 2026Q1: 5,148 shares 5,148 $409K 0.04% -3,471 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: 16,993 shares; 2024Q4: 17,228 shares; 2025Q1: 17,054 shares; 2025Q2: 17,597 shares; 2025Q3: 17,575 shares; 2025Q4: 17,485 shares; 2026Q1: 822 shares 822 $408K 0.04% -16,663 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,578 shares; 2024Q4: 4,978 shares; 2025Q1: 5,171 shares; 2025Q2: 6,474 shares; 2025Q3: 7,044 shares; 2025Q4: 6,544 shares; 2026Q1: 7,416 shares 7,416 $407K 0.04% +872 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,548 shares; 2024Q4: 9,499 shares; 2025Q1: 9,991 shares; 2025Q2: 10,976 shares; 2025Q3: 11,175 shares; 2025Q4: 9,763 shares; 2026Q1: 3,002 shares 3,002 $407K 0.04% -6,761 Timeline AGRO ADECOAGRO S A More: the full row for ADECOAGRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,068 shares 27,068 $407K 0.04% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,515 shares; 2024Q4: 2,424 shares; 2025Q1: 2,736 shares; 2025Q2: 2,284 shares; 2025Q3: 3,628 shares; 2025Q4: 2,645 shares; 2026Q1: 1,760 shares 1,760 $406K 0.04% -885 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,576 shares; 2025Q2: 10,273 shares; 2025Q3: 10,798 shares; 2025Q4: 10,701 shares; 2026Q1: 7,933 shares 7,933 $403K 0.04% -2,768 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,325 shares; 2024Q4: 18,325 shares; 2025Q1: 18,325 shares; 2025Q2: 18,325 shares; 2025Q3: 18,325 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $402K 0.04% 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 reported; 2024Q4: 4,710 shares; 2025Q1: 4,812 shares; 2025Q2: 4,827 shares; 2025Q3: 4,324 shares; 2025Q4: 3,685 shares; 2026Q1: 418 shares 418 $401K 0.04% -3,267 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,681 shares; 2024Q4: 14,780 shares; 2025Q1: 15,931 shares; 2025Q2: 16,822 shares; 2025Q3: 22,220 shares; 2025Q4: 21,927 shares; 2026Q1: 3,463 shares 3,463 $401K 0.04% -18,464 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,024 shares; 2024Q4: 17,529 shares; 2025Q1: 17,218 shares; 2025Q2: not reported; 2025Q3: 18,030 shares; 2025Q4: 813 shares; 2026Q1: 1,970 shares 1,970 $400K 0.04% +1,157 Timeline SBR SABINE RTY TR More: the full row for SABINE RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,100 shares; 2024Q4: 8,100 shares; 2025Q1: 6,100 shares; 2025Q2: 6,176 shares; 2025Q3: 5,407 shares; 2025Q4: 5,337 shares; 2026Q1: 5,300 shares 5,300 $399K 0.04% -37 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,937 shares; 2024Q4: 9,754 shares; 2025Q1: 9,394 shares; 2025Q2: 8,325 shares; 2025Q3: 7,819 shares; 2025Q4: 7,296 shares; 2026Q1: 6,366 shares 6,366 $399K 0.04% -930 Timeline RSPH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 11,340 shares; 2025Q1: 13,525 shares; 2025Q2: 13,350 shares; 2025Q3: 12,935 shares; 2025Q4: 13,185 shares; 2026Q1: 13,185 shares 13,185 $398K 0.04% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,032 shares; 2026Q1: 7,382 shares 7,382 $393K 0.04% +2,350 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,491 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $392K 0.04% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,089 shares; 2026Q1: 7,079 shares 7,079 $392K 0.04% -10 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,471 shares; 2025Q4: 12,339 shares; 2026Q1: 12,305 shares 12,305 $391K 0.04% -34 Timeline ROKU ROKU INC More: the full row for ROKU 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: 7,335 shares; 2025Q4: 4,812 shares; 2026Q1: 4,135 shares 4,135 $391K 0.04% -677 Timeline FTSL 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: 18,541 shares; 2024Q4: 24,451 shares; 2025Q1: 24,969 shares; 2025Q2: 25,086 shares; 2025Q3: 23,204 shares; 2025Q4: 25,690 shares; 2026Q1: 8,725 shares 8,725 $391K 0.04% -16,965 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,323 shares; 2024Q4: 13,964 shares; 2025Q1: 13,939 shares; 2025Q2: 13,534 shares; 2025Q3: 14,830 shares; 2025Q4: 12,536 shares; 2026Q1: 908 shares 908 $386K 0.04% -11,628 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,296 shares; 2024Q4: 7,132 shares; 2025Q1: 4,760 shares; 2025Q2: 4,558 shares; 2025Q3: 4,518 shares; 2025Q4: 4,281 shares; 2026Q1: 3,776 shares 3,776 $386K 0.04% -505 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,592 shares; 2025Q4: 8,607 shares; 2026Q1: 8,284 shares 8,284 $384K 0.03% -323 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,016 shares; 2024Q4: 14,912 shares; 2025Q1: 16,951 shares; 2025Q2: 16,828 shares; 2025Q3: 16,143 shares; 2025Q4: 13,620 shares; 2026Q1: 6,074 shares 6,074 $381K 0.03% -7,546 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,600 shares 1,600 $381K 0.03% new Timeline GII 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: 4,991 shares; 2024Q4: 4,991 shares; 2025Q1: 4,991 shares; 2025Q2: 5,243 shares; 2025Q3: 5,270 shares; 2025Q4: 5,293 shares; 2026Q1: 4,991 shares 4,991 $379K 0.03% -302 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,509 shares; 2025Q1: 3,591 shares; 2025Q2: 3,611 shares; 2025Q3: 3,720 shares; 2025Q4: 3,962 shares; 2026Q1: 2,208 shares 2,208 $378K 0.03% -1,754 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: 8,638 shares; 2024Q4: 8,610 shares; 2025Q1: not reported; 2025Q2: 9,523 shares; 2025Q3: 9,523 shares; 2025Q4: 7,800 shares; 2026Q1: 7,800 shares 7,800 $378K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 2,372 shares; 2025Q1: 7,474 shares; 2025Q2: 6,792 shares; 2025Q3: 7,304 shares; 2025Q4: 4,283 shares; 2026Q1: 3,638 shares 3,638 $377K 0.03% -645 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: 807 shares; 2024Q4: 1,034 shares; 2025Q1: 1,897 shares; 2025Q2: 1,993 shares; 2025Q3: 1,273 shares; 2025Q4: 2,155 shares; 2026Q1: 1,043 shares 1,043 $374K 0.03% -1,112 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,784 shares; 2024Q4: 3,170 shares; 2025Q1: 2,472 shares; 2025Q2: 2,131 shares; 2025Q3: 2,104 shares; 2025Q4: 1,595 shares; 2026Q1: 1,885 shares 1,885 $374K 0.03% +290 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: 3,923 shares; 2024Q4: 3,951 shares; 2025Q1: 3,718 shares; 2025Q2: 3,718 shares; 2025Q3: 3,879 shares; 2025Q4: 3,780 shares; 2026Q1: 3,466 shares 3,466 $367K 0.03% -314 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,101 shares; 2024Q4: 8,605 shares; 2025Q1: 10,043 shares; 2025Q2: 13,129 shares; 2025Q3: 17,462 shares; 2025Q4: 16,861 shares; 2026Q1: 6,646 shares 6,646 $367K 0.03% -10,215 Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 17,500 shares; 2025Q4: 24,000 shares; 2026Q1: 25,000 shares 25,000 $362K 0.03% +1,000 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 2,790 shares; 2025Q1: 2,730 shares; 2025Q2: 2,730 shares; 2025Q3: 2,730 shares; 2025Q4: 2,730 shares; 2026Q1: 2,730 shares 2,730 $362K 0.03% 0 Timeline DEEP 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: 11,350 shares; 2024Q4: 11,250 shares; 2025Q1: 11,050 shares; 2025Q2: 10,850 shares; 2025Q3: 9,850 shares; 2025Q4: 9,850 shares; 2026Q1: 9,850 shares 9,850 $360K 0.03% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,335 shares; 2024Q4: 7,872 shares; 2025Q1: 8,178 shares; 2025Q2: 17,946 shares; 2025Q3: 15,551 shares; 2025Q4: 16,204 shares; 2026Q1: 14,583 shares 14,583 $356K 0.03% -1,621 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,161 shares; 2024Q4: 3,161 shares; 2025Q1: 3,161 shares; 2025Q2: 3,161 shares; 2025Q3: 3,161 shares; 2025Q4: 3,161 shares; 2026Q1: 3,161 shares 3,161 $355K 0.03% 0 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,430 shares; 2024Q4: 47,130 shares; 2025Q1: 47,650 shares; 2025Q2: 45,210 shares; 2025Q3: 49,410 shares; 2025Q4: 49,605 shares; 2026Q1: 51,358 shares 51,358 $353K 0.03% +1,753 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: 2,706 shares; 2024Q4: 2,760 shares; 2025Q1: 2,751 shares; 2025Q2: 2,776 shares; 2025Q3: 5,855 shares; 2025Q4: 4,292 shares; 2026Q1: 1,683 shares 1,683 $351K 0.03% -2,609 Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,657 shares 8,657 $350K 0.03% new Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 18,617 shares 18,617 $349K 0.03% new 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: 76,068 shares; 2024Q4: 14,443 shares; 2025Q1: 14,239 shares; 2025Q2: 3,306 shares; 2025Q3: 4,105 shares; 2025Q4: 68,972 shares; 2026Q1: 3,660 shares 3,660 $349K 0.03% -65,312 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,750 shares; 2026Q1: 4,675 shares 4,675 $348K 0.03% +925 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS 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: 3,026 shares 3,026 $347K 0.03% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,257 shares; 2024Q4: 38,014 shares; 2025Q1: 37,789 shares; 2025Q2: 35,063 shares; 2025Q3: 33,035 shares; 2025Q4: 28,961 shares; 2026Q1: 22,069 shares 22,069 $345K 0.03% -6,892 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,834 shares; 2025Q3: 6,084 shares; 2025Q4: 6,770 shares; 2026Q1: 8,444 shares 8,444 $344K 0.03% +1,674 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,808 shares; 2025Q3: 8,513 shares; 2025Q4: 8,371 shares; 2026Q1: 6,001 shares 6,001 $343K 0.03% -2,370 Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR 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: 3,527 shares 3,527 $342K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 12,856 shares; 2025Q1: 14,883 shares; 2025Q2: 14,989 shares; 2025Q3: 14,541 shares; 2025Q4: 14,137 shares; 2026Q1: 5,517 shares 5,517 $341K 0.03% -8,620 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,268 shares; 2025Q1: 4,041 shares; 2025Q2: 3,993 shares; 2025Q3: 4,224 shares; 2025Q4: 4,664 shares; 2026Q1: 3,646 shares 3,646 $340K 0.03% -1,018 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,838 shares; 2024Q4: 1,519 shares; 2025Q1: 1,610 shares; 2025Q2: 2,290 shares; 2025Q3: 2,351 shares; 2025Q4: 2,516 shares; 2026Q1: 1,708 shares 1,708 $337K 0.03% -808 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,454 shares; 2026Q1: 2,202 shares 2,202 $337K 0.03% +748 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: 2,422 shares; 2024Q4: 2,602 shares; 2025Q1: 3,027 shares; 2025Q2: 8,462 shares; 2025Q3: 10,982 shares; 2025Q4: 9,725 shares; 2026Q1: 770 shares 770 $334K 0.03% -8,955 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,750 shares; 2024Q4: 9,750 shares; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,750 shares; 2026Q1: 9,700 shares 9,700 $334K 0.03% -50 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 36,020 shares; 2026Q1: 23,614 shares 23,614 $332K 0.03% -12,406 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: 3,010 shares; 2025Q2: 2,295 shares; 2025Q3: 3,186 shares; 2025Q4: 2,297 shares; 2026Q1: 2,448 shares 2,448 $331K 0.03% +151 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: 7,623 shares; 2024Q4: 7,794 shares; 2025Q1: 7,532 shares; 2025Q2: 7,659 shares; 2025Q3: 7,855 shares; 2025Q4: 7,850 shares; 2026Q1: 4,699 shares 4,699 $331K 0.03% -3,151 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,100 shares; 2025Q3: 15,877 shares; 2025Q4: 14,144 shares; 2026Q1: 1,800 shares 1,800 $328K 0.03% -12,344 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 426 shares; 2024Q4: 475 shares; 2025Q1: 504 shares; 2025Q2: 585 shares; 2025Q3: 382 shares; 2025Q4: 345 shares; 2026Q1: 282 shares 282 $327K 0.03% -63 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,377 shares; 2026Q1: 19,628 shares 19,628 $326K 0.03% -7,749 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: 2,096 shares; 2024Q4: 3,970 shares; 2025Q1: 3,480 shares; 2025Q2: 5,002 shares; 2025Q3: 5,707 shares; 2025Q4: 6,546 shares; 2026Q1: 1,559 shares 1,559 $326K 0.03% -4,987 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,530 shares; 2024Q4: 6,536 shares; 2025Q1: 6,069 shares; 2025Q2: 7,874 shares; 2025Q3: 8,869 shares; 2025Q4: 10,023 shares; 2026Q1: 7,718 shares 7,718 $324K 0.03% -2,305 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,690 shares; 2024Q4: 4,690 shares; 2025Q1: 4,690 shares; 2025Q2: 4,690 shares; 2025Q3: 4,825 shares; 2025Q4: 4,825 shares; 2026Q1: 4,825 shares 4,825 $324K 0.03% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 762 shares; 2025Q4: 953 shares; 2026Q1: 853 shares 853 $324K 0.03% -100 Timeline