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: 632,372 shares; 2024Q4: 632,245 shares; 2025Q1: 617,331 shares; 2025Q2: 624,082 shares; 2025Q3: 633,097 shares; 2025Q4: 637,700 shares; 2026Q1: 636,748 shares 636,748 $380M 14.16% -952 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,074,876 shares; 2024Q4: 1,081,875 shares; 2025Q1: 1,046,750 shares; 2025Q2: 1,043,914 shares; 2025Q3: 1,050,675 shares; 2025Q4: 1,048,621 shares; 2026Q1: 1,042,697 shares 1,042,697 $265M 9.85% -5,924 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: 332,406 shares; 2024Q4: 343,899 shares; 2025Q1: 274,126 shares; 2025Q2: 271,141 shares; 2025Q3: 270,060 shares; 2025Q4: 268,559 shares; 2026Q1: 266,448 shares 266,448 $173M 6.45% -2,111 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: 214,663 shares; 2024Q4: 220,553 shares; 2025Q1: 185,538 shares; 2025Q2: 184,740 shares; 2025Q3: 185,246 shares; 2025Q4: 183,594 shares; 2026Q1: 183,346 shares 183,346 $106M 3.94% -248 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 423,236 shares; 2024Q4: 424,563 shares; 2025Q1: 422,453 shares; 2025Q2: 428,366 shares; 2025Q3: 439,084 shares; 2025Q4: 442,651 shares; 2026Q1: 441,718 shares 441,718 $105M 3.91% -933 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: 323,041 shares; 2024Q4: 323,595 shares; 2025Q1: 317,561 shares; 2025Q2: 317,081 shares; 2025Q3: 325,663 shares; 2025Q4: 326,100 shares; 2026Q1: 317,804 shares 317,804 $91.4M 3.4% -8,296 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: 72,923 shares; 2024Q4: 72,891 shares; 2025Q1: 68,673 shares; 2025Q2: 68,535 shares; 2025Q3: 68,375 shares; 2025Q4: 68,363 shares; 2026Q1: 70,561 shares 70,561 $70.3M 2.62% +2,198 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $68.2M 2.54% 0 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: 149,202 shares; 2024Q4: 149,497 shares; 2025Q1: 147,989 shares; 2025Q2: 151,327 shares; 2025Q3: 147,574 shares; 2025Q4: 149,647 shares; 2026Q1: 146,650 shares 146,650 $54.3M 2.02% -2,997 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,388,214 shares; 2026Q1: 2,471,609 shares 2,471,609 $54.2M 2.02% +83,395 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: 191,186 shares; 2024Q4: 190,405 shares; 2025Q1: 179,591 shares; 2025Q2: 180,389 shares; 2025Q3: 183,701 shares; 2025Q4: 365,035 shares; 2026Q1: 363,414 shares 363,414 $48.3M 1.8% -1,621 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,405 shares; 2024Q4: 231,405 shares; 2025Q1: 231,405 shares; 2025Q2: 231,405 shares; 2025Q3: 231,930 shares; 2025Q4: 231,930 shares; 2026Q1: 231,738 shares 231,738 $41.3M 1.54% -192 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102,017 shares; 2025Q3: 1,097,815 shares; 2025Q4: 1,112,215 shares; 2026Q1: 1,114,350 shares 1,114,350 $41.3M 1.54% +2,135 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: 59,212 shares; 2024Q4: 59,245 shares; 2025Q1: 59,240 shares; 2025Q2: 59,220 shares; 2025Q3: 58,875 shares; 2025Q4: 58,778 shares; 2026Q1: 58,735 shares 58,735 $41M 1.52% -43 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,708 shares; 2025Q2: not reported; 2025Q3: 1,154,948 shares; 2025Q4: 1,224,536 shares; 2026Q1: 1,232,961 shares 1,232,961 $40M 1.49% +8,425 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,956,046 shares; 2025Q1: 1,934,474 shares; 2025Q2: 2,387 shares; 2025Q3: 1,289,316 shares; 2025Q4: 1,359,662 shares; 2026Q1: 1,369,091 shares 1,369,091 $40M 1.49% +9,429 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,215 shares; 2024Q4: 4,115 shares; 2025Q1: 4,135 shares; 2025Q2: 82,318 shares; 2025Q3: 150,992 shares; 2025Q4: 154,143 shares; 2026Q1: 88,695 shares 88,695 $38.2M 1.42% -65,448 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: 136,455 shares; 2024Q4: 136,431 shares; 2025Q1: 136,088 shares; 2025Q2: 136,056 shares; 2025Q3: 135,932 shares; 2025Q4: 135,649 shares; 2026Q1: 135,649 shares 135,649 $36.7M 1.37% 0 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: 370,374 shares; 2024Q4: 369,842 shares; 2025Q1: 369,828 shares; 2025Q2: 369,786 shares; 2025Q3: 369,002 shares; 2025Q4: 368,672 shares; 2026Q1: 368,672 shares 368,672 $36.3M 1.35% 0 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: 72,132 shares; 2024Q4: 72,177 shares; 2025Q1: 71,830 shares; 2025Q2: 71,739 shares; 2025Q3: 71,739 shares; 2025Q4: 71,844 shares; 2026Q1: 71,739 shares 71,739 $35.8M 1.33% -105 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,332,195 shares; 2024Q4: 1,342,584 shares; 2025Q1: 1,353,847 shares; 2025Q2: 1,354,839 shares; 2025Q3: 1,395,847 shares; 2025Q4: 1,393,050 shares; 2026Q1: 1,377,394 shares 1,377,394 $33.6M 1.25% -15,656 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: 102,094 shares; 2024Q4: 102,107 shares; 2025Q1: 101,995 shares; 2025Q2: 101,667 shares; 2025Q3: 101,720 shares; 2025Q4: 101,664 shares; 2026Q1: 101,665 shares 101,665 $33.4M 1.24% +1 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: 110,895 shares; 2024Q4: 110,940 shares; 2025Q1: 110,221 shares; 2025Q2: 109,660 shares; 2025Q3: 109,598 shares; 2025Q4: 109,684 shares; 2026Q1: 109,539 shares 109,539 $33.1M 1.23% -145 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,260 shares; 2024Q4: 22,889 shares; 2025Q1: 23,479 shares; 2025Q2: 21,220 shares; 2025Q3: 9,693 shares; 2025Q4: 10,198 shares; 2026Q1: 546,971 shares 546,971 $27.5M 1.02% +536,773 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: 63,454 shares; 2024Q4: 62,651 shares; 2025Q1: 64,659 shares; 2025Q2: 64,495 shares; 2025Q3: 64,518 shares; 2025Q4: 64,718 shares; 2026Q1: 65,122 shares 65,122 $24.2M 0.9% +404 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: 127,402 shares; 2024Q4: 127,397 shares; 2025Q1: 127,267 shares; 2025Q2: 127,113 shares; 2025Q3: 127,987 shares; 2025Q4: 127,923 shares; 2026Q1: 127,923 shares 127,923 $23.9M 0.89% 0 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: 72,917 shares; 2024Q4: 72,857 shares; 2025Q1: 73,165 shares; 2025Q2: 73,366 shares; 2025Q3: 73,141 shares; 2025Q4: 73,196 shares; 2026Q1: 73,196 shares 73,196 $23.5M 0.87% 0 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: 67,117 shares; 2024Q4: 67,117 shares; 2025Q1: 66,403 shares; 2025Q2: 66,975 shares; 2025Q3: 66,403 shares; 2025Q4: 67,269 shares; 2026Q1: 66,524 shares 66,524 $22.7M 0.85% -745 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: 122,718 shares; 2024Q4: 122,718 shares; 2025Q1: 122,718 shares; 2025Q2: 123,479 shares; 2025Q3: 122,718 shares; 2025Q4: 122,719 shares; 2026Q1: 122,478 shares 122,478 $19.6M 0.73% -241 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,878 shares; 2024Q4: 71,878 shares; 2025Q1: 71,834 shares; 2025Q2: 71,834 shares; 2025Q3: 71,834 shares; 2025Q4: 71,834 shares; 2026Q1: 71,834 shares 71,834 $19.2M 0.71% 0 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: 71,675 shares; 2024Q4: 71,526 shares; 2025Q1: 72,767 shares; 2025Q2: 62,983 shares; 2025Q3: 69,613 shares; 2025Q4: 67,350 shares; 2026Q1: 62,766 shares 62,766 $18.5M 0.69% -4,584 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: 117,784 shares; 2024Q4: 120,161 shares; 2025Q1: 121,340 shares; 2025Q2: 121,416 shares; 2025Q3: 122,182 shares; 2025Q4: 123,133 shares; 2026Q1: 108,317 shares 108,317 $17.9M 0.67% -14,816 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,163 shares; 2024Q4: 34,363 shares; 2025Q1: 34,163 shares; 2025Q2: 34,163 shares; 2025Q3: 34,163 shares; 2025Q4: 34,263 shares; 2026Q1: 34,163 shares 34,163 $17.9M 0.66% -100 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 313,460 shares; 2024Q4: 313,460 shares; 2025Q1: 354,014 shares; 2025Q2: 354,014 shares; 2025Q3: 356,183 shares; 2025Q4: 356,183 shares; 2026Q1: 356,183 shares 356,183 $17M 0.63% 0 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: 89,189 shares; 2024Q4: 95,207 shares; 2025Q1: 74,329 shares; 2025Q2: 82,749 shares; 2025Q3: 82,007 shares; 2025Q4: 73,614 shares; 2026Q1: 73,600 shares 73,600 $15.3M 0.57% -14 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: 49,729 shares; 2024Q4: 60,745 shares; 2025Q1: 48,567 shares; 2025Q2: 50,322 shares; 2025Q3: 53,366 shares; 2025Q4: 52,187 shares; 2026Q1: 51,983 shares 51,983 $14.9M 0.55% -204 Timeline GDXJ 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: 79,716 shares; 2024Q4: 119,862 shares; 2025Q1: 119,862 shares; 2025Q2: 119,862 shares; 2025Q3: 121,690 shares; 2025Q4: 122,956 shares; 2026Q1: 122,976 shares 122,976 $14.8M 0.55% +20 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,755 shares; 2024Q4: 180,555 shares; 2025Q1: 180,555 shares; 2025Q2: 178,361 shares; 2025Q3: 172,157 shares; 2025Q4: 172,156 shares; 2026Q1: 171,836 shares 171,836 $14.6M 0.54% -320 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: 35,884 shares; 2024Q4: 34,332 shares; 2025Q1: 30,692 shares; 2025Q2: 30,386 shares; 2025Q3: 30,401 shares; 2025Q4: 30,166 shares; 2026Q1: 30,161 shares 30,161 $14.5M 0.54% -5 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: 151,448 shares; 2024Q4: 151,448 shares; 2025Q1: 151,448 shares; 2025Q2: 151,448 shares; 2025Q3: 151,448 shares; 2025Q4: 151,448 shares; 2026Q1: 151,792 shares 151,792 $13.7M 0.51% +344 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: 90,319 shares; 2024Q4: 106,526 shares; 2025Q1: 71,625 shares; 2025Q2: 83,928 shares; 2025Q3: 89,841 shares; 2025Q4: 84,626 shares; 2026Q1: 72,262 shares 72,262 $12.6M 0.47% -12,364 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,944 shares; 2024Q4: 260,944 shares; 2025Q1: 260,959 shares; 2025Q2: 260,977 shares; 2025Q3: 260,994 shares; 2025Q4: 261,013 shares; 2026Q1: 260,943 shares 260,943 $12.1M 0.45% -70 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: 55,754 shares; 2024Q4: 55,754 shares; 2025Q1: 56,251 shares; 2025Q2: 55,906 shares; 2025Q3: 60,025 shares; 2025Q4: 55,906 shares; 2026Q1: 55,348 shares 55,348 $11.2M 0.42% -558 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: 80,480 shares; 2024Q4: 77,011 shares; 2025Q1: 75,057 shares; 2025Q2: 71,167 shares; 2025Q3: 71,531 shares; 2025Q4: 70,899 shares; 2026Q1: 16,542 shares 16,542 $10.8M 0.4% -54,357 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 330,777 shares; 2024Q4: 330,777 shares; 2025Q1: 465,645 shares; 2025Q2: 468,132 shares; 2025Q3: 476,886 shares; 2025Q4: 481,576 shares; 2026Q1: 484,764 shares 484,764 $10.7M 0.4% +3,188 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,587 shares; 2024Q4: 154,405 shares; 2025Q1: 155,849 shares; 2025Q2: 153,563 shares; 2025Q3: 132,478 shares; 2025Q4: 133,493 shares; 2026Q1: 132,297 shares 132,297 $10.1M 0.38% -1,196 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: 20,816 shares; 2024Q4: 20,860 shares; 2025Q1: 20,885 shares; 2025Q2: 20,890 shares; 2025Q3: 20,961 shares; 2025Q4: 21,042 shares; 2026Q1: 20,993 shares 20,993 $9.17M 0.34% -49 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,365 shares; 2024Q4: 128,365 shares; 2025Q1: 128,365 shares; 2025Q2: 128,965 shares; 2025Q3: 128,965 shares; 2025Q4: 128,965 shares; 2026Q1: 131,995 shares 131,995 $8.76M 0.33% +3,030 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: 25,437 shares; 2024Q4: 25,437 shares; 2025Q1: 25,287 shares; 2025Q2: 25,287 shares; 2025Q3: 25,258 shares; 2025Q4: 25,258 shares; 2026Q1: 25,438 shares 25,438 $8.36M 0.31% +180 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: 54,748 shares; 2024Q4: 53,832 shares; 2025Q1: 53,947 shares; 2025Q2: 58,947 shares; 2025Q3: 58,947 shares; 2025Q4: 58,947 shares; 2026Q1: 74,846 shares 74,846 $8.1M 0.3% +15,899 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: 35,895 shares; 2024Q4: 36,199 shares; 2025Q1: 36,372 shares; 2025Q2: 36,372 shares; 2025Q3: 37,149 shares; 2025Q4: 37,443 shares; 2026Q1: 37,493 shares 37,493 $8.06M 0.3% +50 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: 97,400 shares; 2024Q4: 97,400 shares; 2025Q1: 97,745 shares; 2025Q2: 97,742 shares; 2025Q3: 97,433 shares; 2025Q4: 97,448 shares; 2026Q1: 97,692 shares 97,692 $8.05M 0.3% +244 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,669 shares; 2024Q4: 53,646 shares; 2025Q1: 57,062 shares; 2025Q2: 50,461 shares; 2025Q3: 46,111 shares; 2025Q4: 52,959 shares; 2026Q1: 55,719 shares 55,719 $7.94M 0.3% +2,760 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: 2,156 shares; 2024Q4: 2,156 shares; 2025Q1: 2,156 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 2,156 shares; 2026Q1: 2,156 shares 2,156 $7.28M 0.27% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 464,958 shares; 2025Q4: 140,343 shares; 2026Q1: 141,262 shares 141,262 $7.15M 0.27% +919 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,905 shares; 2024Q4: 69,155 shares; 2025Q1: 70,305 shares; 2025Q2: 70,333 shares; 2025Q3: 69,460 shares; 2025Q4: 69,565 shares; 2026Q1: 68,959 shares 68,959 $6.71M 0.25% -606 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,641 shares; 2024Q4: 35,491 shares; 2025Q1: 38,701 shares; 2025Q2: 38,701 shares; 2025Q3: 121,633 shares; 2025Q4: 121,233 shares; 2026Q1: 120,675 shares 120,675 $6.59M 0.25% -558 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: 51,749 shares; 2024Q4: 63,499 shares; 2025Q1: 63,499 shares; 2025Q2: 63,895 shares; 2025Q3: 65,474 shares; 2025Q4: 85,053 shares; 2026Q1: 68,640 shares 68,640 $6.3M 0.23% -16,413 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,336 shares; 2024Q4: 4,314 shares; 2025Q1: 4,319 shares; 2025Q2: 4,188 shares; 2025Q3: 4,113 shares; 2025Q4: 5,091 shares; 2026Q1: 4,085 shares 4,085 $6.01M 0.22% -1,006 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: 18,986 shares; 2024Q4: 18,978 shares; 2025Q1: 18,978 shares; 2025Q2: 18,794 shares; 2025Q3: 18,794 shares; 2025Q4: 18,715 shares; 2026Q1: 18,715 shares 18,715 $5.82M 0.22% 0 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: 203,547 shares; 2024Q4: 203,547 shares; 2025Q1: 304,348 shares; 2025Q2: 304,348 shares; 2025Q3: 304,348 shares; 2025Q4: 306,678 shares; 2026Q1: 307,190 shares 307,190 $5.77M 0.21% +512 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: 77,435 shares; 2024Q4: 80,313 shares; 2025Q1: 82,094 shares; 2025Q2: 83,218 shares; 2025Q3: 85,185 shares; 2025Q4: 85,188 shares; 2026Q1: 85,841 shares 85,841 $5.66M 0.21% +653 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: 22,283 shares; 2024Q4: 22,289 shares; 2025Q1: 22,093 shares; 2025Q2: 21,227 shares; 2025Q3: 21,201 shares; 2025Q4: 20,957 shares; 2026Q1: 33,206 shares 33,206 $5.63M 0.21% +12,249 Timeline VDE 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: 31,321 shares; 2024Q4: 31,631 shares; 2025Q1: 31,766 shares; 2025Q2: 31,912 shares; 2025Q3: 32,261 shares; 2025Q4: 32,419 shares; 2026Q1: 32,531 shares 32,531 $5.63M 0.21% +112 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,490 shares; 2024Q4: 69,661 shares; 2025Q1: 77,336 shares; 2025Q2: 59,990 shares; 2025Q3: 45,750 shares; 2025Q4: 48,783 shares; 2026Q1: 34,715 shares 34,715 $5.08M 0.19% -14,068 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: 24,345 shares; 2024Q4: 24,344 shares; 2025Q1: 22,647 shares; 2025Q2: 20,741 shares; 2025Q3: 20,820 shares; 2025Q4: 19,922 shares; 2026Q1: 38,733 shares 38,733 $4.81M 0.18% +18,811 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,091 shares; 2024Q4: 42,091 shares; 2025Q1: 42,091 shares; 2025Q2: 42,191 shares; 2025Q3: 42,091 shares; 2025Q4: 42,121 shares; 2026Q1: 43,111 shares 43,111 $4.68M 0.17% +990 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,727 shares; 2024Q4: 248,727 shares; 2025Q1: 250,252 shares; 2025Q2: 247,177 shares; 2025Q3: 247,177 shares; 2025Q4: 248,544 shares; 2026Q1: 249,745 shares 249,745 $4.65M 0.17% +1,201 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: 2,667 shares; 2024Q4: 2,133 shares; 2025Q1: 8,026 shares; 2025Q2: 6,230 shares; 2025Q3: 5,414 shares; 2025Q4: 4,273 shares; 2026Q1: 5,299 shares 5,299 $4.63M 0.17% +1,026 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,090 shares; 2024Q4: 168,183 shares; 2025Q1: 168,188 shares; 2025Q2: 168,194 shares; 2025Q3: 166,630 shares; 2025Q4: 166,611 shares; 2026Q1: 166,616 shares 166,616 $4.27M 0.16% +5 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: 18,094 shares; 2024Q4: 18,094 shares; 2025Q1: 18,069 shares; 2025Q2: 18,069 shares; 2025Q3: 18,037 shares; 2025Q4: 18,037 shares; 2026Q1: 18,037 shares 18,037 $4.26M 0.16% 0 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: 88,445 shares; 2024Q4: 87,516 shares; 2025Q1: 87,044 shares; 2025Q2: 86,778 shares; 2025Q3: 86,878 shares; 2025Q4: 86,928 shares; 2026Q1: 87,304 shares 87,304 $4.26M 0.16% +376 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: 2,368,932 shares; 2024Q4: 1,119,084 shares; 2025Q1: 1,124,312 shares; 2025Q2: 205,149 shares; 2025Q3: 202,062 shares; 2025Q4: 202,062 shares; 2026Q1: 201,303 shares 201,303 $4.25M 0.16% -759 Timeline USAS AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 729,551 shares; 2025Q4: 729,551 shares; 2026Q1: 811,045 shares 811,045 $4.23M 0.16% +81,494 Timeline CMDT 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: 132,993 shares; 2024Q4: 132,222 shares; 2025Q1: 137,858 shares; 2025Q2: 138,801 shares; 2025Q3: 138,813 shares; 2025Q4: 128,692 shares; 2026Q1: 128,784 shares 128,784 $4.16M 0.15% +92 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 91,329 shares; 2025Q3: 91,329 shares; 2025Q4: 91,329 shares; 2026Q1: 91,329 shares 91,329 $3.73M 0.14% 0 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: 7,263 shares; 2024Q4: 7,124 shares; 2025Q1: 7,074 shares; 2025Q2: 6,382 shares; 2025Q3: 6,383 shares; 2025Q4: 6,283 shares; 2026Q1: 15,204 shares 15,204 $3.72M 0.14% +8,921 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: 51,777 shares; 2024Q4: 53,951 shares; 2025Q1: 53,314 shares; 2025Q2: 53,691 shares; 2025Q3: 50,580 shares; 2025Q4: 53,563 shares; 2026Q1: 52,048 shares 52,048 $3.63M 0.14% -1,515 Timeline PMBS 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: 73,013 shares; 2024Q4: 73,013 shares; 2025Q1: 73,013 shares; 2025Q2: 73,013 shares; 2025Q3: 73,013 shares; 2025Q4: 73,013 shares; 2026Q1: 73,013 shares 73,013 $3.62M 0.13% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,491 shares; 2025Q1: 1,494 shares; 2025Q2: 1,537 shares; 2025Q3: 1,614 shares; 2025Q4: 9,652 shares; 2026Q1: 26,451 shares 26,451 $3.6M 0.13% +16,799 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares 60,000 $3.47M 0.13% 0 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: 17,799 shares; 2024Q4: 16,326 shares; 2025Q1: 11,035 shares; 2025Q2: 20,508 shares; 2025Q3: 19,895 shares; 2025Q4: 17,036 shares; 2026Q1: 11,120 shares 11,120 $3.44M 0.13% -5,916 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 926,318 shares; 2024Q4: 205,646 shares; 2025Q1: 225,446 shares; 2025Q2: 225,446 shares; 2025Q3: 224,218 shares; 2025Q4: 226,520 shares; 2026Q1: 307,635 shares 307,635 $3.2M 0.12% +81,115 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,915 shares; 2024Q4: 84,915 shares; 2025Q1: 84,915 shares; 2025Q2: 84,915 shares; 2025Q3: 92,222 shares; 2025Q4: 90,692 shares; 2026Q1: 88,780 shares 88,780 $3.15M 0.12% -1,912 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: 39,498 shares; 2024Q4: 44,859 shares; 2025Q1: 41,305 shares; 2025Q2: 39,295 shares; 2025Q3: 35,281 shares; 2025Q4: 34,636 shares; 2026Q1: 34,191 shares 34,191 $3.1M 0.12% -445 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,004 shares; 2024Q4: 65,004 shares; 2025Q1: 65,005 shares; 2025Q2: 65,006 shares; 2025Q3: 65,008 shares; 2025Q4: 65,009 shares; 2026Q1: 65,011 shares 65,011 $3.05M 0.11% +2 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: 19,407 shares; 2024Q4: 24,890 shares; 2025Q1: 24,921 shares; 2025Q2: 24,882 shares; 2025Q3: 24,883 shares; 2025Q4: 49,767 shares; 2026Q1: 49,774 shares 49,774 $3.05M 0.11% +7 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: 7,304 shares; 2024Q4: 9,188 shares; 2025Q1: 6,424 shares; 2025Q2: 8,082 shares; 2025Q3: 5,703 shares; 2025Q4: 5,152 shares; 2026Q1: 5,224 shares 5,224 $2.99M 0.11% +72 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,123 shares; 2024Q4: 36,123 shares; 2025Q1: 36,121 shares; 2025Q2: 36,121 shares; 2025Q3: 36,121 shares; 2025Q4: 36,121 shares; 2026Q1: 36,121 shares 36,121 $2.89M 0.11% 0 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: 13,660 shares; 2024Q4: 27,790 shares; 2025Q1: 27,294 shares; 2025Q2: 27,324 shares; 2025Q3: 23,273 shares; 2025Q4: 20,738 shares; 2026Q1: 17,688 shares 17,688 $2.84M 0.11% -3,050 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: 45,334 shares; 2024Q4: 44,883 shares; 2025Q1: 44,883 shares; 2025Q2: 45,133 shares; 2025Q3: 45,483 shares; 2025Q4: 45,483 shares; 2026Q1: 47,249 shares 47,249 $2.78M 0.1% +1,766 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,800 shares; 2024Q4: 42,855 shares; 2025Q1: 42,855 shares; 2025Q2: 42,075 shares; 2025Q3: 42,075 shares; 2025Q4: 42,130 shares; 2026Q1: 42,185 shares 42,185 $2.66M 0.1% +55 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: 26,382 shares; 2024Q4: 27,554 shares; 2025Q1: 26,955 shares; 2025Q2: 26,042 shares; 2025Q3: 20,488 shares; 2025Q4: 24,052 shares; 2026Q1: 26,570 shares 26,570 $2.64M 0.1% +2,518 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,398 shares; 2024Q4: 46,998 shares; 2025Q1: 46,998 shares; 2025Q2: 46,998 shares; 2025Q3: 56,998 shares; 2025Q4: 56,998 shares; 2026Q1: 181,628 shares 181,628 $2.63M 0.1% +124,630 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,265 shares; 2024Q4: 48,265 shares; 2025Q1: 65,140 shares; 2025Q2: 65,442 shares; 2025Q3: 65,675 shares; 2025Q4: 65,475 shares; 2026Q1: 65,575 shares 65,575 $2.6M 0.1% +100 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: 10,419 shares; 2024Q4: 9,679 shares; 2025Q1: 10,606 shares; 2025Q2: 10,205 shares; 2025Q3: 10,101 shares; 2025Q4: 9,054 shares; 2026Q1: 9,054 shares 9,054 $2.57M 0.1% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 20,014 shares; 2025Q1: 15,679 shares; 2025Q2: 15,679 shares; 2025Q3: 15,679 shares; 2025Q4: 15,679 shares; 2026Q1: 15,679 shares 15,679 $2.43M 0.09% 0 Timeline TMF DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 76,068 shares; 2025Q1: 77,654 shares; 2025Q2: 82,391 shares; 2025Q3: 73,584 shares; 2025Q4: 68,830 shares; 2026Q1: 66,968 shares 66,968 $2.41M 0.09% -1,862 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,182 shares; 2024Q4: 9,213 shares; 2025Q1: 9,083 shares; 2025Q2: 9,202 shares; 2025Q3: 9,233 shares; 2025Q4: 9,234 shares; 2026Q1: 9,335 shares 9,335 $2.31M 0.09% +101 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741,450 shares; 2024Q4: 686,117 shares; 2025Q1: 645,013 shares; 2025Q2: 633,163 shares; 2025Q3: 599,067 shares; 2025Q4: 606,546 shares; 2026Q1: 597,199 shares 597,199 $2.28M 0.08% -9,347 Timeline BOND 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: 26,803 shares; 2024Q4: 26,760 shares; 2025Q1: 24,858 shares; 2025Q2: 24,836 shares; 2025Q3: 24,636 shares; 2025Q4: 24,537 shares; 2026Q1: 24,484 shares 24,484 $2.26M 0.08% -53 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222,450 shares; 2024Q4: 222,635 shares; 2025Q1: 221,875 shares; 2025Q2: 220,950 shares; 2025Q3: 220,800 shares; 2025Q4: 220,800 shares; 2026Q1: 220,800 shares 220,800 $2.21M 0.08% 0 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: 300 shares; 2024Q4: 40 shares; 2025Q1: 1,145 shares; 2025Q2: 10,757 shares; 2025Q3: 3,871 shares; 2025Q4: 6,441 shares; 2026Q1: 9,280 shares 9,280 $2.14M 0.08% +2,839 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: 61,021 shares; 2024Q4: 59,265 shares; 2025Q1: 56,397 shares; 2025Q2: 55,959 shares; 2025Q3: 39,089 shares; 2025Q4: 36,432 shares; 2026Q1: 40,018 shares 40,018 $2.1M 0.08% +3,586 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: 618 shares; 2024Q4: 423 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 313 shares; 2025Q4: 1,273 shares; 2026Q1: 6,018 shares 6,018 $2.03M 0.08% +4,745 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,860 shares; 2024Q4: 21,890 shares; 2025Q1: 21,890 shares; 2025Q2: 21,891 shares; 2025Q3: 21,902 shares; 2025Q4: 21,905 shares; 2026Q1: 21,905 shares 21,905 $2.03M 0.08% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,316 shares; 2024Q4: 6,358 shares; 2025Q1: 6,377 shares; 2025Q2: 6,393 shares; 2025Q3: 6,409 shares; 2025Q4: 6,426 shares; 2026Q1: 6,441 shares 6,441 $2.01M 0.07% +15 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: 12 shares; 2024Q4: 12 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 4,008 shares; 2026Q1: 2,860 shares 2,860 $2.01M 0.07% -1,148 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: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,376 shares; 2025Q2: 1,533 shares; 2025Q3: 133 shares; 2025Q4: 133 shares; 2026Q1: 21,627 shares 21,627 $1.98M 0.07% +21,494 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: 21,472 shares; 2024Q4: 21,543 shares; 2025Q1: 21,544 shares; 2025Q2: 21,576 shares; 2025Q3: 21,577 shares; 2025Q4: 43,156 shares; 2026Q1: 43,159 shares 43,159 $1.98M 0.07% +3 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: 24,101 shares; 2024Q4: 24,506 shares; 2025Q1: 24,578 shares; 2025Q2: 24,754 shares; 2025Q3: 24,874 shares; 2025Q4: 25,319 shares; 2026Q1: 25,674 shares 25,674 $1.98M 0.07% +355 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: 4,377 shares; 2024Q4: 4,367 shares; 2025Q1: 4,299 shares; 2025Q2: 4,463 shares; 2025Q3: 4,216 shares; 2025Q4: 4,216 shares; 2026Q1: 4,209 shares 4,209 $1.94M 0.07% -7 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: 6,930 shares; 2024Q4: 6,931 shares; 2025Q1: 7,321 shares; 2025Q2: 7,850 shares; 2025Q3: 7,852 shares; 2025Q4: 7,918 shares; 2026Q1: 9,909 shares 9,909 $1.9M 0.07% +1,991 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: 20,657 shares; 2024Q4: 20,393 shares; 2025Q1: 20,393 shares; 2025Q2: 20,393 shares; 2025Q3: 20,179 shares; 2025Q4: 20,430 shares; 2026Q1: 20,410 shares 20,410 $1.83M 0.07% -20 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: 13,571 shares; 2024Q4: 12,267 shares; 2025Q1: 12,267 shares; 2025Q2: 12,267 shares; 2025Q3: 12,267 shares; 2025Q4: 12,267 shares; 2026Q1: 12,267 shares 12,267 $1.79M 0.07% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,247 shares; 2024Q4: 20,322 shares; 2025Q1: 20,393 shares; 2025Q2: 20,270 shares; 2025Q3: 20,339 shares; 2025Q4: 20,415 shares; 2026Q1: 20,369 shares 20,369 $1.79M 0.07% -46 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,184 shares; 2024Q4: 8,435 shares; 2025Q1: 8,463 shares; 2025Q2: 8,486 shares; 2025Q3: 8,509 shares; 2025Q4: 8,558 shares; 2026Q1: 8,584 shares 8,584 $1.77M 0.07% +26 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: 6,526 shares; 2024Q4: 6,316 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,373 shares; 2025Q4: 7,049 shares; 2026Q1: 7,045 shares 7,045 $1.71M 0.06% -4 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,000 shares 20,000 $1.69M 0.06% new Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,000 shares; 2024Q4: 26,000 shares; 2025Q1: 26,440 shares; 2025Q2: 26,608 shares; 2025Q3: 26,773 shares; 2025Q4: 26,779 shares; 2026Q1: 27,076 shares 27,076 $1.68M 0.06% +297 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 18,591 shares; 2025Q1: 18,591 shares; 2025Q2: 18,591 shares; 2025Q3: 18,591 shares; 2025Q4: 18,711 shares; 2026Q1: 18,591 shares 18,591 $1.67M 0.06% -120 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: 16,334 shares; 2024Q4: 16,334 shares; 2025Q1: 16,334 shares; 2025Q2: 16,334 shares; 2025Q3: 16,334 shares; 2025Q4: 16,334 shares; 2026Q1: 16,334 shares 16,334 $1.59M 0.06% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,263 shares; 2024Q4: 53,142 shares; 2025Q1: 50,396 shares; 2025Q2: 49,903 shares; 2025Q3: 43,003 shares; 2025Q4: 41,620 shares; 2026Q1: 39,364 shares 39,364 $1.56M 0.06% -2,256 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: 11,604 shares; 2024Q4: 8,460 shares; 2025Q1: 8,182 shares; 2025Q2: 7,626 shares; 2025Q3: 7,485 shares; 2025Q4: 7,284 shares; 2026Q1: 7,470 shares 7,470 $1.55M 0.06% +186 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 1,435 shares; 2026Q1: 2,420 shares 2,420 $1.54M 0.06% +985 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,900 shares; 2024Q4: 140,900 shares; 2025Q1: 140,900 shares; 2025Q2: 140,900 shares; 2025Q3: 140,900 shares; 2025Q4: 140,900 shares; 2026Q1: 140,900 shares 140,900 $1.51M 0.06% 0 Timeline XTN 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: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 16,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $1.49M 0.06% 0 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: 30,934 shares; 2024Q4: 29,317 shares; 2025Q1: 25,462 shares; 2025Q2: 24,592 shares; 2025Q3: 16,427 shares; 2025Q4: 15,655 shares; 2026Q1: 18,696 shares 18,696 $1.47M 0.05% +3,041 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,436 shares; 2024Q4: 128,436 shares; 2025Q1: 128,436 shares; 2025Q2: 128,436 shares; 2025Q3: 128,436 shares; 2025Q4: 128,436 shares; 2026Q1: 128,436 shares 128,436 $1.46M 0.05% 0 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: 4,142 shares; 2024Q4: 4,062 shares; 2025Q1: 4,061 shares; 2025Q2: 3,972 shares; 2025Q3: 4,012 shares; 2025Q4: 4,073 shares; 2026Q1: 4,073 shares 4,073 $1.43M 0.05% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,786 shares; 2024Q4: 40,786 shares; 2025Q1: 40,786 shares; 2025Q2: 40,786 shares; 2025Q3: 40,786 shares; 2025Q4: 40,786 shares; 2026Q1: 40,786 shares 40,786 $1.4M 0.05% 0 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: 6,221 shares; 2024Q4: 5,989 shares; 2025Q1: 5,985 shares; 2025Q2: 5,985 shares; 2025Q3: 5,985 shares; 2025Q4: 6,287 shares; 2026Q1: 6,287 shares 6,287 $1.37M 0.05% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,400 shares; 2025Q2: 23,948 shares; 2025Q3: 21,524 shares; 2025Q4: 24,979 shares; 2026Q1: 23,093 shares 23,093 $1.37M 0.05% -1,886 Timeline SILJ 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: 40,011 shares; 2025Q1: 40,011 shares; 2025Q2: 40,611 shares; 2025Q3: 45,711 shares; 2025Q4: 45,708 shares; 2026Q1: 45,683 shares 45,683 $1.36M 0.05% -25 Timeline PLTZ 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: 44,680 shares 44,680 $1.31M 0.05% new Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE 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: 55,467 shares; 2026Q1: 79,079 shares 79,079 $1.31M 0.05% +23,612 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: 17,643 shares; 2024Q4: 17,653 shares; 2025Q1: 17,762 shares; 2025Q2: 17,771 shares; 2025Q3: 17,780 shares; 2025Q4: 17,707 shares; 2026Q1: 17,594 shares 17,594 $1.28M 0.05% -113 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: 3,522 shares; 2024Q4: 3,888 shares; 2025Q1: 3,808 shares; 2025Q2: 4,232 shares; 2025Q3: 3,878 shares; 2025Q4: 12,747 shares; 2026Q1: 5,837 shares 5,837 $1.25M 0.05% -6,910 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: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,873 shares; 2025Q2: 2,873 shares; 2025Q3: 2,873 shares; 2025Q4: 2,873 shares; 2026Q1: 2,873 shares 2,873 $1.25M 0.05% 0 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,060 shares; 2024Q4: 4,060 shares; 2025Q1: 4,033 shares; 2025Q2: 4,033 shares; 2025Q3: 4,033 shares; 2025Q4: 4,033 shares; 2026Q1: 4,033 shares 4,033 $1.23M 0.05% 0 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: 10,645 shares; 2024Q4: 10,645 shares; 2025Q1: 10,645 shares; 2025Q2: 10,645 shares; 2025Q3: 10,645 shares; 2025Q4: 10,645 shares; 2026Q1: 10,645 shares 10,645 $1.2M 0.04% 0 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: 10,513 shares; 2024Q4: 10,513 shares; 2025Q1: 10,513 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 10,513 shares; 2026Q1: 10,513 shares 10,513 $1.19M 0.04% 0 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: 1,659 shares; 2024Q4: 1,464 shares; 2025Q1: 1,132 shares; 2025Q2: 2,713 shares; 2025Q3: 1,310 shares; 2025Q4: 10,690 shares; 2026Q1: 12,340 shares 12,340 $1.19M 0.04% +1,650 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 3,420 shares; 2026Q1: 3,170 shares 3,170 $1.16M 0.04% -250 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: 11,987 shares; 2024Q4: 12,563 shares; 2025Q1: 12,891 shares; 2025Q2: 12,691 shares; 2025Q3: 12,707 shares; 2025Q4: 11,374 shares; 2026Q1: 10,025 shares 10,025 $1.15M 0.04% -1,349 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD 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: 51,298 shares; 2025Q3: 60,298 shares; 2025Q4: 60,298 shares; 2026Q1: 60,998 shares 60,998 $1.15M 0.04% +700 Timeline FSM FORTUNA MNG CORP More: the full row for FORTUNA MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,957 shares; 2024Q4: 118,357 shares; 2025Q1: 118,357 shares; 2025Q2: 118,357 shares; 2025Q3: 116,100 shares; 2025Q4: 116,100 shares; 2026Q1: 114,100 shares 114,100 $1.13M 0.04% -2,000 Timeline GRO BRAZIL POTASH CORP More: the full row for BRAZIL POTASH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 67,499 shares; 2025Q4: 107,499 shares; 2026Q1: 347,435 shares 347,435 $1.13M 0.04% +239,936 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: 1,533 shares; 2024Q4: 1,533 shares; 2025Q1: 1,499 shares; 2025Q2: 1,499 shares; 2025Q3: 1,499 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $1.08M 0.04% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,593 shares; 2024Q4: 78,030 shares; 2025Q1: 69,900 shares; 2025Q2: 79,900 shares; 2025Q3: 79,600 shares; 2025Q4: 74,190 shares; 2026Q1: 74,250 shares 74,250 $1.07M 0.04% +60 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,430 shares; 2025Q1: 1,430 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 21,145 shares; 2026Q1: 21,145 shares 21,145 $1.07M 0.04% 0 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: 4,280 shares; 2024Q4: 4,280 shares; 2025Q1: 4,280 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,285 shares; 2026Q1: 4,292 shares 4,292 $1.06M 0.04% +7 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199,402 shares; 2024Q4: 36,859 shares; 2025Q1: 36,859 shares; 2025Q2: 36,859 shares; 2025Q3: 35,592 shares; 2025Q4: 35,592 shares; 2026Q1: 35,592 shares 35,592 $1.05M 0.04% 0 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: 14,297 shares; 2024Q4: 14,419 shares; 2025Q1: 13,957 shares; 2025Q2: 13,763 shares; 2025Q3: 9,588 shares; 2025Q4: 10,344 shares; 2026Q1: 12,041 shares 12,041 $1.04M 0.04% +1,697 Timeline SQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,460 shares; 2026Q1: 12,900 shares 12,900 $1.04M 0.04% +6,440 Timeline EWW 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: 13,660 shares; 2024Q4: 13,660 shares; 2025Q1: 13,660 shares; 2025Q2: 13,660 shares; 2025Q3: 13,660 shares; 2025Q4: 13,660 shares; 2026Q1: 13,660 shares 13,660 $1.03M 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,190 shares; 2024Q4: 14,190 shares; 2025Q1: 14,190 shares; 2025Q2: 14,190 shares; 2025Q3: 14,190 shares; 2025Q4: 14,190 shares; 2026Q1: 14,190 shares 14,190 $1.03M 0.04% 0 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: 15,178 shares; 2024Q4: 15,178 shares; 2025Q1: 15,179 shares; 2025Q2: 15,179 shares; 2025Q3: 15,179 shares; 2025Q4: 15,180 shares; 2026Q1: 15,180 shares 15,180 $1.03M 0.04% 0 Timeline REGL 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: 16,993 shares; 2024Q4: 17,204 shares; 2025Q1: 17,204 shares; 2025Q2: 17,314 shares; 2025Q3: 17,484 shares; 2025Q4: 17,609 shares; 2026Q1: 11,827 shares 11,827 $1.02M 0.04% -5,782 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,777 shares; 2024Q4: 4,777 shares; 2025Q1: 10,595 shares; 2025Q2: 10,595 shares; 2025Q3: 10,595 shares; 2025Q4: 19,285 shares; 2026Q1: 19,285 shares 19,285 $1.02M 0.04% 0 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: 29,800 shares; 2024Q4: 26,300 shares; 2025Q1: 26,300 shares; 2025Q2: 26,300 shares; 2025Q3: 26,300 shares; 2025Q4: 26,300 shares; 2026Q1: 26,300 shares 26,300 $1.02M 0.04% 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: 1,203 shares; 2024Q4: 1,199 shares; 2025Q1: 1,207 shares; 2025Q2: 1,318 shares; 2025Q3: 1,380 shares; 2025Q4: 1,278 shares; 2026Q1: 1,366 shares 1,366 $968K 0.04% +88 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: 7,651 shares; 2024Q4: 7,658 shares; 2025Q1: 7,664 shares; 2025Q2: 7,671 shares; 2025Q3: 7,677 shares; 2025Q4: 12,309 shares; 2026Q1: 12,313 shares 12,313 $955K 0.04% +4 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,240 shares; 2026Q1: 2,901 shares 2,901 $933K 0.03% +661 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: 2,590 shares; 2024Q4: 8,621 shares; 2025Q1: 2,658 shares; 2025Q2: 3,301 shares; 2025Q3: 3,373 shares; 2025Q4: 3,273 shares; 2026Q1: 3,222 shares 3,222 $900K 0.03% -51 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: 2,861 shares; 2024Q4: 2,861 shares; 2025Q1: 2,861 shares; 2025Q2: 2,861 shares; 2025Q3: 2,861 shares; 2025Q4: 2,861 shares; 2026Q1: 2,861 shares 2,861 $898K 0.03% 0 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: 2,208 shares; 2024Q4: 2,208 shares; 2025Q1: 2,208 shares; 2025Q2: 2,208 shares; 2025Q3: 2,208 shares; 2025Q4: 2,208 shares; 2026Q1: 2,504 shares 2,504 $893K 0.03% +296 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,855 shares; 2024Q4: 37,855 shares; 2025Q1: 37,855 shares; 2025Q2: 37,855 shares; 2025Q3: 37,855 shares; 2025Q4: 37,355 shares; 2026Q1: 35,450 shares 35,450 $870K 0.03% -1,905 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: 3,425 shares; 2024Q4: 3,415 shares; 2025Q1: 1,954 shares; 2025Q2: 2,315 shares; 2025Q3: 5,216 shares; 2025Q4: 3,573 shares; 2026Q1: 2,522 shares 2,522 $852K 0.03% -1,051 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,588 shares; 2024Q4: 11,588 shares; 2025Q1: 11,523 shares; 2025Q2: 11,523 shares; 2025Q3: 11,523 shares; 2025Q4: 11,523 shares; 2026Q1: 11,523 shares 11,523 $843K 0.03% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,101 shares; 2024Q4: 35,039 shares; 2025Q1: 33,500 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,000 shares; 2026Q1: 32,000 shares 32,000 $843K 0.03% 0 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: 6,301 shares; 2024Q4: 6,565 shares; 2025Q1: 6,366 shares; 2025Q2: 5,804 shares; 2025Q3: 5,787 shares; 2025Q4: 6,408 shares; 2026Q1: 5,712 shares 5,712 $840K 0.03% -696 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: 4,217 shares; 2024Q4: 4,239 shares; 2025Q1: 5,241 shares; 2025Q2: 5,241 shares; 2025Q3: 5,239 shares; 2025Q4: 6,239 shares; 2026Q1: 6,239 shares 6,239 $824K 0.03% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,176 shares; 2024Q4: 5,809 shares; 2025Q1: 5,810 shares; 2025Q2: 5,851 shares; 2025Q3: 5,851 shares; 2025Q4: 5,776 shares; 2026Q1: 5,575 shares 5,575 $817K 0.03% -201 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,216 shares; 2024Q4: 27,216 shares; 2025Q1: 27,216 shares; 2025Q2: 27,216 shares; 2025Q3: 27,216 shares; 2025Q4: 27,216 shares; 2026Q1: 27,216 shares 27,216 $810K 0.03% 0 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: 12,062 shares; 2024Q4: 12,008 shares; 2025Q1: 11,003 shares; 2025Q2: 10,421 shares; 2025Q3: 8,292 shares; 2025Q4: 7,412 shares; 2026Q1: 7,412 shares 7,412 $808K 0.03% 0 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: 7,564 shares; 2024Q4: 7,289 shares; 2025Q1: 7,191 shares; 2025Q2: 4,362 shares; 2025Q3: 3,836 shares; 2025Q4: 3,571 shares; 2026Q1: 3,971 shares 3,971 $808K 0.03% +400 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499,559 shares; 2024Q4: 499,559 shares; 2025Q1: 499,559 shares; 2025Q2: 274,780 shares; 2025Q3: 274,780 shares; 2025Q4: 244,780 shares; 2026Q1: 244,780 shares 244,780 $793K 0.03% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,596 shares; 2024Q4: 3,596 shares; 2025Q1: 2,116 shares; 2025Q2: 2,116 shares; 2025Q3: 2,116 shares; 2025Q4: 2,116 shares; 2026Q1: 2,116 shares 2,116 $784K 0.03% 0 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: 1,685 shares; 2024Q4: 1,685 shares; 2025Q1: 8,877 shares; 2025Q2: 8,377 shares; 2025Q3: 7,896 shares; 2025Q4: 7,906 shares; 2026Q1: 7,906 shares 7,906 $735K 0.03% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,748 shares; 2024Q4: 31,445 shares; 2025Q1: 28,947 shares; 2025Q2: 28,091 shares; 2025Q3: 25,455 shares; 2025Q4: 29,620 shares; 2026Q1: 29,785 shares 29,785 $723K 0.03% +165 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,809 shares; 2024Q4: 13,397 shares; 2025Q1: 12,279 shares; 2025Q2: 11,904 shares; 2025Q3: 10,767 shares; 2025Q4: 13,821 shares; 2026Q1: 12,112 shares 12,112 $720K 0.03% -1,709 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: 3,295 shares; 2024Q4: 1,268 shares; 2025Q1: 1,278 shares; 2025Q2: 867 shares; 2025Q3: 840 shares; 2025Q4: 747 shares; 2026Q1: 768 shares 768 $707K 0.03% +21 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: 6,541 shares; 2024Q4: 6,421 shares; 2025Q1: 5,783 shares; 2025Q2: 5,493 shares; 2025Q3: 5,192 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares 4,851 $701K 0.03% 0 Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,700 shares; 2024Q4: 33,743 shares; 2025Q1: 34,243 shares; 2025Q2: 34,243 shares; 2025Q3: 34,243 shares; 2025Q4: 34,243 shares; 2026Q1: 34,243 shares 34,243 $699K 0.03% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,658 shares 5,658 $682K 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $676K 0.03% 0 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,333 shares; 2024Q4: 10,333 shares; 2025Q1: 10,333 shares; 2025Q2: 10,333 shares; 2025Q3: 10,333 shares; 2025Q4: 10,333 shares; 2026Q1: 10,333 shares 10,333 $660K 0.02% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,001 shares; 2026Q1: 10,001 shares 10,001 $641K 0.02% 0 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: 8,681 shares; 2024Q4: 8,681 shares; 2025Q1: 8,681 shares; 2025Q2: 6,977 shares; 2025Q3: 6,977 shares; 2025Q4: 6,977 shares; 2026Q1: 6,861 shares 6,861 $637K 0.02% -116 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: 816 shares; 2024Q4: 631 shares; 2025Q1: 740 shares; 2025Q2: 820 shares; 2025Q3: 870 shares; 2025Q4: 864 shares; 2026Q1: 727 shares 727 $615K 0.02% -137 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: 3,943 shares; 2024Q4: 14,481 shares; 2025Q1: 13,981 shares; 2025Q2: 13,981 shares; 2025Q3: 13,860 shares; 2025Q4: 13,860 shares; 2026Q1: 13,860 shares 13,860 $612K 0.02% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,041 shares; 2024Q4: 5,041 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,912 shares; 2025Q4: 6,049 shares; 2026Q1: 5,105 shares 5,105 $610K 0.02% -944 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: 5,000 shares; 2025Q3: 10,000 shares; 2025Q4: 22,704 shares; 2026Q1: 25,279 shares 25,279 $600K 0.02% +2,575 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: 1,028 shares; 2024Q4: 1,228 shares; 2025Q1: 1,215 shares; 2025Q2: 1,215 shares; 2025Q3: 1,215 shares; 2025Q4: 1,215 shares; 2026Q1: 1,215 shares 1,215 $597K 0.02% 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: not reported; 2025Q4: 3,280 shares; 2026Q1: 1,534 shares 1,534 $596K 0.02% -1,746 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: 3,211 shares; 2024Q4: 3,211 shares; 2025Q1: 5,805 shares; 2025Q2: 7,117 shares; 2025Q3: 7,117 shares; 2025Q4: 7,117 shares; 2026Q1: 9,189 shares 9,189 $589K 0.02% +2,072 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,818 shares; 2024Q4: 50,703 shares; 2025Q1: 55,063 shares; 2025Q2: 55,063 shares; 2025Q3: 51,133 shares; 2025Q4: 49,563 shares; 2026Q1: 49,563 shares 49,563 $577K 0.02% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,131 shares; 2024Q4: 5,819 shares; 2025Q1: 5,189 shares; 2025Q2: 4,788 shares; 2025Q3: 4,864 shares; 2025Q4: 4,524 shares; 2026Q1: 4,777 shares 4,777 $575K 0.02% +253 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: 192 shares; 2024Q4: 197 shares; 2025Q1: 212 shares; 2025Q2: 192 shares; 2025Q3: 169 shares; 2025Q4: 158 shares; 2026Q1: 134 shares 134 $564K 0.02% -24 Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,337 shares; 2024Q4: 41,247 shares; 2025Q1: 42,866 shares; 2025Q2: 42,866 shares; 2025Q3: 42,866 shares; 2025Q4: 46,513 shares; 2026Q1: 46,513 shares 46,513 $561K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,120 shares; 2025Q3: 6,226 shares; 2025Q4: 6,226 shares; 2026Q1: 5,727 shares 5,727 $557K 0.02% -499 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,339 shares; 2024Q4: 11,339 shares; 2025Q1: 11,339 shares; 2025Q2: 11,339 shares; 2025Q3: 11,339 shares; 2025Q4: 11,339 shares; 2026Q1: 11,339 shares 11,339 $549K 0.02% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,000 shares; 2026Q1: 7,200 shares 7,200 $536K 0.02% +1,200 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,533 shares; 2024Q4: 95,533 shares; 2025Q1: 95,533 shares; 2025Q2: 95,533 shares; 2025Q3: 95,533 shares; 2025Q4: 95,533 shares; 2026Q1: 95,533 shares 95,533 $535K 0.02% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,377 shares; 2024Q4: 7,377 shares; 2025Q1: 7,377 shares; 2025Q2: 7,377 shares; 2025Q3: 7,377 shares; 2025Q4: 7,377 shares; 2026Q1: 7,377 shares 7,377 $535K 0.02% 0 Timeline EWI 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: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $534K 0.02% 0 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: 3,740 shares; 2024Q4: 13,740 shares; 2025Q1: 13,740 shares; 2025Q2: 13,740 shares; 2025Q3: 13,740 shares; 2025Q4: 13,740 shares; 2026Q1: 13,740 shares 13,740 $527K 0.02% 0 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: 3,835 shares; 2024Q4: 3,833 shares; 2025Q1: 3,935 shares; 2025Q2: 3,693 shares; 2025Q3: 3,693 shares; 2025Q4: 3,293 shares; 2026Q1: 3,350 shares 3,350 $520K 0.02% +57 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,369 shares; 2024Q4: 17,543 shares; 2025Q1: 17,584 shares; 2025Q2: 4,049 shares; 2025Q3: 4,050 shares; 2025Q4: 4,051 shares; 2026Q1: 4,051 shares 4,051 $504K 0.02% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 3,073 shares; 2025Q4: 6,071 shares; 2026Q1: 6,283 shares 6,283 $487K 0.02% +212 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,401 shares; 2024Q4: 22,896 shares; 2025Q1: 22,896 shares; 2025Q2: 22,896 shares; 2025Q3: 22,896 shares; 2025Q4: 22,896 shares; 2026Q1: 46,276 shares 46,276 $486K 0.02% +23,380 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: 2,221 shares; 2024Q4: 2,221 shares; 2025Q1: 2,221 shares; 2025Q2: 2,221 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares; 2026Q1: 2,221 shares 2,221 $475K 0.02% 0 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 66 shares; 2025Q1: 120 shares; 2025Q2: 700 shares; 2025Q3: 1,907 shares; 2025Q4: 1,777 shares; 2026Q1: 2,410 shares 2,410 $462K 0.02% +633 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 6,274 shares; 2025Q1: 6,274 shares; 2025Q2: 6,274 shares; 2025Q3: 6,274 shares; 2025Q4: 6,274 shares; 2026Q1: 10,174 shares 10,174 $462K 0.02% +3,900 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: 386 shares; 2024Q4: 383 shares; 2025Q1: 1,050 shares; 2025Q2: 1,655 shares; 2025Q3: 1,531 shares; 2025Q4: 2,362 shares; 2026Q1: 1,835 shares 1,835 $460K 0.02% -527 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: 7,076 shares; 2024Q4: 6,786 shares; 2025Q1: 5,541 shares; 2025Q2: 5,460 shares; 2025Q3: 5,358 shares; 2025Q4: 5,221 shares; 2026Q1: 4,765 shares 4,765 $459K 0.02% -456 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 2,005 shares; 2025Q1: 2,005 shares; 2025Q2: 2,005 shares; 2025Q3: 2,005 shares; 2025Q4: 17,662 shares; 2026Q1: 17,658 shares 17,658 $447K 0.02% -4 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: 12,600 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $444K 0.02% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,773 shares; 2026Q1: 17,773 shares 17,773 $444K 0.02% 0 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: 4,638 shares; 2024Q4: 4,507 shares; 2025Q1: 3,504 shares; 2025Q2: 3,910 shares; 2025Q3: 5,683 shares; 2025Q4: 3,433 shares; 2026Q1: 3,419 shares 3,419 $440K 0.02% -14 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: 11,110 shares; 2024Q4: 8,710 shares; 2025Q1: 5,860 shares; 2025Q2: 6,173 shares; 2025Q3: 6,010 shares; 2025Q4: 6,024 shares; 2026Q1: 6,403 shares 6,403 $436K 0.02% +379 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 2,507 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $433K 0.02% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,411 shares; 2024Q4: 39,072 shares; 2025Q1: 40,672 shares; 2025Q2: 40,672 shares; 2025Q3: 36,937 shares; 2025Q4: 35,102 shares; 2026Q1: 35,102 shares 35,102 $433K 0.02% 0 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,360 shares; 2024Q4: 21,260 shares; 2025Q1: 21,260 shares; 2025Q2: 21,260 shares; 2025Q3: 17,490 shares; 2025Q4: 33,383 shares; 2026Q1: 35,369 shares 35,369 $431K 0.02% +1,986 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,639 shares; 2025Q1: 2,639 shares; 2025Q2: 2,639 shares; 2025Q3: 2,639 shares; 2025Q4: 2,639 shares; 2026Q1: 2,789 shares 2,789 $429K 0.02% +150 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,213 shares; 2024Q4: 49,247 shares; 2025Q1: 36,192 shares; 2025Q2: 36,938 shares; 2025Q3: 37,698 shares; 2025Q4: 38,533 shares; 2026Q1: 39,415 shares 39,415 $427K 0.02% +882 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $423K 0.02% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,761 shares; 2024Q4: 10,279 shares; 2025Q1: 9,706 shares; 2025Q2: 7,603 shares; 2025Q3: 5,603 shares; 2025Q4: 8,369 shares; 2026Q1: 8,369 shares 8,369 $418K 0.02% 0 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,514 shares; 2026Q1: 8,514 shares 8,514 $409K 0.02% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 164 shares; 2025Q3: 164 shares; 2025Q4: 164 shares; 2026Q1: 50,664 shares 50,664 $407K 0.02% +50,500 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: 1,739 shares; 2024Q4: 1,791 shares; 2025Q1: 1,739 shares; 2025Q2: 1,589 shares; 2025Q3: 2,039 shares; 2025Q4: 1,689 shares; 2026Q1: 1,589 shares 1,589 $404K 0.02% -100 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: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 1,984 shares; 2025Q4: 1,333 shares; 2026Q1: 1,489 shares 1,489 $403K 0.01% +156 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: 5,071 shares; 2024Q4: 5,071 shares; 2025Q1: 5,071 shares; 2025Q2: 5,071 shares; 2025Q3: 5,071 shares; 2025Q4: 5,071 shares; 2026Q1: 5,071 shares 5,071 $402K 0.01% 0 Timeline ETO EATON VANCE TAX-ADVANTAGED G More: the full row for EATON VANCE TAX-ADVANTAGED G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,365 shares; 2024Q4: 16,365 shares; 2025Q1: 16,365 shares; 2025Q2: 16,365 shares; 2025Q3: 15,365 shares; 2025Q4: 14,907 shares; 2026Q1: 14,907 shares 14,907 $397K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: 10,800 shares; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares; 2026Q1: 10,800 shares 10,800 $386K 0.01% 0 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,123 shares; 2024Q4: 6,212 shares; 2025Q1: 6,123 shares; 2025Q2: 6,123 shares; 2025Q3: 6,123 shares; 2025Q4: 6,139 shares; 2026Q1: 6,153 shares 6,153 $384K 0.01% +14 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $368K 0.01% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,542 shares; 2026Q1: 1,139 shares 1,139 $368K 0.01% -4,403 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,403 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $355K 0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,113 shares; 2025Q1: 1,113 shares; 2025Q2: 1,255 shares; 2025Q3: 1,113 shares; 2025Q4: 1,113 shares; 2026Q1: 1,094 shares 1,094 $348K 0.01% -19 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: 754 shares; 2024Q4: 754 shares; 2025Q1: 754 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $346K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,555 shares; 2024Q4: 7,555 shares; 2025Q1: 6,328 shares; 2025Q2: 6,328 shares; 2025Q3: 4,862 shares; 2025Q4: 4,862 shares; 2026Q1: 4,862 shares 4,862 $345K 0.01% 0 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,386 shares; 2025Q1: 2,386 shares; 2025Q2: 2,386 shares; 2025Q3: 2,386 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $340K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,054 shares; 2025Q4: 4,564 shares; 2026Q1: 846 shares 846 $331K 0.01% -3,718 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,625 shares; 2025Q2: 4,725 shares; 2025Q3: 4,786 shares; 2025Q4: 4,750 shares; 2026Q1: 4,053 shares 4,053 $324K 0.01% -697 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: 2,510 shares; 2024Q4: 2,410 shares; 2025Q1: 2,410 shares; 2025Q2: 1,848 shares; 2025Q3: 1,848 shares; 2025Q4: 1,656 shares; 2026Q1: 1,656 shares 1,656 $321K 0.01% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,000 shares; 2025Q2: 8,000 shares; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $312K 0.01% 0 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: 64 shares; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: 58 shares; 2025Q3: 58 shares; 2025Q4: 58 shares; 2026Q1: 9,097 shares 9,097 $303K 0.01% +9,039 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,788 shares; 2024Q4: 26,788 shares; 2025Q1: 26,788 shares; 2025Q2: 26,788 shares; 2025Q3: 26,788 shares; 2025Q4: 26,788 shares; 2026Q1: 26,788 shares 26,788 $302K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 1,131 shares 1,131 $296K 0.01% +888 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,166 shares; 2024Q4: 14,166 shares; 2025Q1: 14,166 shares; 2025Q2: 14,166 shares; 2025Q3: 13,100 shares; 2025Q4: 14,530 shares; 2026Q1: 13,700 shares 13,700 $294K 0.01% -830 Timeline TMV DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,830 shares; 2025Q1: 306 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,810 shares 7,810 $292K 0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,323 shares; 2025Q1: 2,323 shares; 2025Q2: 2,323 shares; 2025Q3: 2,323 shares; 2025Q4: 6,730 shares; 2026Q1: 26,511 shares 26,511 $291K 0.01% +19,781 Timeline WIW WESTERN AST INFL LKD OPP & I More: the full row for WESTERN AST INFL LKD OPP & I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,842 shares; 2024Q4: 53,842 shares; 2025Q1: 53,842 shares; 2025Q2: 53,842 shares; 2025Q3: 53,842 shares; 2025Q4: 34,406 shares; 2026Q1: 34,406 shares 34,406 $291K 0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,380 shares; 2025Q1: 20,380 shares; 2025Q2: 20,380 shares; 2025Q3: 20,380 shares; 2025Q4: 20,380 shares; 2026Q1: 20,380 shares 20,380 $291K 0.01% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,097 shares; 2024Q4: 4,097 shares; 2025Q1: 4,097 shares; 2025Q2: 5,273 shares; 2025Q3: 5,273 shares; 2025Q4: 5,273 shares; 2026Q1: 5,273 shares 5,273 $291K 0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $286K 0.01% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,522 shares; 2024Q4: 9,281 shares; 2025Q1: 8,916 shares; 2025Q2: 8,916 shares; 2025Q3: 8,906 shares; 2025Q4: 17,111 shares; 2026Q1: 16,656 shares 16,656 $285K 0.01% -455 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 2,342 shares; 2025Q1: 1,677 shares; 2025Q2: 3,274 shares; 2025Q3: 4,030 shares; 2025Q4: 7,315 shares; 2026Q1: 7,319 shares 7,319 $281K 0.01% +4 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,606 shares; 2025Q3: 2,155 shares; 2025Q4: 1,560 shares; 2026Q1: 4,945 shares 4,945 $267K 0.01% +3,385 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: 9,117 shares; 2024Q4: 9,117 shares; 2025Q1: 9,117 shares; 2025Q2: 9,132 shares; 2025Q3: 9,117 shares; 2025Q4: 9,117 shares; 2026Q1: 9,117 shares 9,117 $264K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,846 shares; 2024Q4: 5,998 shares; 2025Q1: 5,998 shares; 2025Q2: 5,998 shares; 2025Q3: 5,833 shares; 2025Q4: 5,833 shares; 2026Q1: 5,833 shares 5,833 $264K 0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,293 shares; 2024Q4: 24,293 shares; 2025Q1: 24,293 shares; 2025Q2: 24,293 shares; 2025Q3: 24,293 shares; 2025Q4: 24,293 shares; 2026Q1: 24,293 shares 24,293 $261K 0.01% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $260K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,431 shares; 2025Q4: 3,431 shares; 2026Q1: 3,431 shares 3,431 $259K 0.01% 0 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,089 shares; 2026Q1: 1,089 shares 1,089 $257K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,335 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares; 2025Q3: 1,335 shares; 2025Q4: 1,335 shares; 2026Q1: 1,335 shares 1,335 $253K 0.01% 0 Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: 17,100 shares; 2025Q1: 17,100 shares; 2025Q2: 17,100 shares; 2025Q3: 17,100 shares; 2025Q4: 17,100 shares; 2026Q1: 17,100 shares 17,100 $252K 0.01% 0 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,572 shares; 2025Q4: 6,572 shares; 2026Q1: 6,572 shares 6,572 $250K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,960 shares; 2024Q4: 36,960 shares; 2025Q1: 38,960 shares; 2025Q2: 40,960 shares; 2025Q3: 37,550 shares; 2025Q4: 23,000 shares; 2026Q1: 21,700 shares 21,700 $250K 0.01% -1,300 Timeline ESQ ESQUIRE FINL HLDGS INC More: the full row for ESQUIRE FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,312 shares; 2025Q4: 2,312 shares; 2026Q1: 2,312 shares 2,312 $249K 0.01% 0 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,051 shares; 2025Q4: 8,051 shares; 2026Q1: 8,051 shares 8,051 $246K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,867 shares; 2024Q4: 1,867 shares; 2025Q1: 2,754 shares; 2025Q2: 1,867 shares; 2025Q3: 1,867 shares; 2025Q4: 1,677 shares; 2026Q1: 1,677 shares 1,677 $244K 0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,698 shares; 2024Q4: 2,698 shares; 2025Q1: 2,698 shares; 2025Q2: 2,698 shares; 2025Q3: 2,698 shares; 2025Q4: 2,698 shares; 2026Q1: 2,698 shares 2,698 $243K 0.01% 0 Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV 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: 143,935 shares; 2026Q1: 143,935 shares 143,935 $239K 0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: 1,171 shares; 2025Q1: 1,171 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,171 shares 1,171 $239K 0.01% 0 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: 1,316 shares; 2024Q4: 1,286 shares; 2025Q1: 1,365 shares; 2025Q2: 1,196 shares; 2025Q3: 1,350 shares; 2025Q4: 1,253 shares; 2026Q1: 1,198 shares 1,198 $238K 0.01% -55 Timeline EIDO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $237K 0.01% 0 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: 941 shares; 2024Q4: 935 shares; 2025Q1: 972 shares; 2025Q2: 750 shares; 2025Q3: 666 shares; 2025Q4: 966 shares; 2026Q1: 966 shares 966 $234K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 832 shares; 2025Q1: 749 shares; 2025Q2: 749 shares; 2025Q3: 618 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549 $234K 0.01% 0 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: 5,850 shares; 2024Q4: 5,850 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,835 shares; 2025Q4: 2,900 shares; 2026Q1: 2,650 shares 2,650 $234K 0.01% -250 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,857 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,927 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 1,812 shares 1,812 $232K 0.01% -115 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 14,730 shares; 2026Q1: 14,730 shares 14,730 $232K 0.01% 0 Timeline VFH 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: 2,120 shares; 2024Q4: 2,136 shares; 2025Q1: 2,143 shares; 2025Q2: 1,899 shares; 2025Q3: 1,904 shares; 2025Q4: 1,911 shares; 2026Q1: 1,916 shares 1,916 $232K 0.01% +5 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: 1,721 shares; 2024Q4: 1,721 shares; 2025Q1: 90 shares; 2025Q2: 412 shares; 2025Q3: 2,295 shares; 2025Q4: 407 shares; 2026Q1: 416 shares 416 $229K 0.01% +9 Timeline PLG PLATINUM GROUP METALS LTD More: the full row for PLATINUM GROUP METALS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 125,000 shares; 2026Q1: 125,018 shares 125,018 $221K 0.01% +18 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,880 shares; 2024Q4: 15,839 shares; 2025Q1: 15,839 shares; 2025Q2: 15,839 shares; 2025Q3: 12,130 shares; 2025Q4: 16,167 shares; 2026Q1: 18,180 shares 18,180 $221K 0.01% +2,013 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,512 shares; 2024Q4: 19,519 shares; 2025Q1: 19,519 shares; 2025Q2: 19,519 shares; 2025Q3: 19,519 shares; 2025Q4: 19,519 shares; 2026Q1: 19,219 shares 19,219 $221K 0.01% -300 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,940 shares; 2025Q1: 12,580 shares; 2025Q2: 12,580 shares; 2025Q3: 10,983 shares; 2025Q4: 8,780 shares; 2026Q1: 8,780 shares 8,780 $219K 0.01% 0 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 201 shares; 2026Q1: 1,598 shares 1,598 $217K 0.01% +1,397 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,388 shares; 2025Q3: 1,388 shares; 2025Q4: 1,388 shares; 2026Q1: 1,920 shares 1,920 $216K 0.01% +532 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $215K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,790 shares; 2024Q4: 6,450 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 7,397 shares; 2025Q4: 6,942 shares; 2026Q1: 6,692 shares 6,692 $214K 0.01% -250 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: 5,013 shares; 2024Q4: 5,013 shares; 2025Q1: 5,013 shares; 2025Q2: 5,013 shares; 2025Q3: 5,013 shares; 2025Q4: 5,013 shares; 2026Q1: 2,830 shares 2,830 $213K 0.01% -2,183 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 939 shares; 2024Q4: 939 shares; 2025Q1: 939 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares; 2026Q1: 1,061 shares 1,061 $210K 0.01% -28 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,460 shares 2,460 $208K 0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,000 shares; 2024Q4: 26,000 shares; 2025Q1: 23,000 shares; 2025Q2: 22,000 shares; 2025Q3: 29,450 shares; 2025Q4: 33,050 shares; 2026Q1: 39,913 shares 39,913 $206K 0.01% +6,863 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,852 shares; 2024Q4: 2,852 shares; 2025Q1: 2,852 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,852 shares; 2026Q1: 2,852 shares 2,852 $203K 0.01% 0 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: 222 shares; 2024Q4: 222 shares; 2025Q1: 222 shares; 2025Q2: 1,171 shares; 2025Q3: 1,171 shares; 2025Q4: 1,171 shares; 2026Q1: 1,667 shares 1,667 $202K 0.01% +496 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,352 shares; 2024Q4: 1,352 shares; 2025Q1: 1,322 shares; 2025Q2: 1,322 shares; 2025Q3: 1,322 shares; 2025Q4: 1,158 shares; 2026Q1: 1,158 shares 1,158 $201K 0.01% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,449 shares; 2025Q3: 5,449 shares; 2025Q4: 5,449 shares; 2026Q1: 5,449 shares 5,449 $200K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,090 shares; 2024Q4: 1,091 shares; 2025Q1: 1,092 shares; 2025Q2: 1,093 shares; 2025Q3: 1,094 shares; 2025Q4: 1,095 shares; 2026Q1: 931 shares 931 $196K 0.01% -164 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,859 shares; 2025Q1: 1,934 shares; 2025Q2: 2,510 shares; 2025Q3: 1,562 shares; 2025Q4: 1,560 shares; 2026Q1: 1,574 shares 1,574 $196K 0.01% +14 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,300 shares 20,300 $189K 0.01% +300 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 405 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $188K 0.01% 0 Timeline NFGC NEW FOUND GOLD CORP More: the full row for NEW FOUND GOLD 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: 95,000 shares; 2025Q4: 95,000 shares; 2026Q1: 95,000 shares 95,000 $184K 0.01% 0 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: 48 shares; 2024Q4: 536 shares; 2025Q1: 406 shares; 2025Q2: 431 shares; 2025Q3: 431 shares; 2025Q4: 431 shares; 2026Q1: 637 shares 637 $183K 0.01% +206 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: 13,739 shares; 2024Q4: 15,761 shares; 2025Q1: 784 shares; 2025Q2: 805 shares; 2025Q3: 805 shares; 2025Q4: 806 shares; 2026Q1: 2,023 shares 2,023 $179K 0.01% +1,217 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 1,040 shares; 2025Q3: 1,015 shares; 2025Q4: 1,015 shares; 2026Q1: 1,015 shares 1,015 $175K 0.01% 0 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,317 shares; 2026Q1: 1,317 shares 1,317 $172K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,170 shares; 2025Q1: 1,370 shares; 2025Q2: 1,569 shares; 2025Q3: 1,370 shares; 2025Q4: 1,670 shares; 2026Q1: 1,370 shares 1,370 $172K 0.01% -300 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,575 shares; 2024Q4: 12,915 shares; 2025Q1: 12,915 shares; 2025Q2: 12,915 shares; 2025Q3: 12,915 shares; 2025Q4: 19,367 shares; 2026Q1: 22,135 shares 22,135 $168K 0.01% +2,768 Timeline BANK OF AMER CORP 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 140 shares 140 $167K 0.01% 0 HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,456 shares; 2025Q2: 1,828 shares; 2025Q3: 1,881 shares; 2025Q4: 165 shares; 2026Q1: 2,404 shares 2,404 $167K 0.01% +2,239 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: 212 shares; 2024Q4: 197 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 332 shares 332 $165K 0.01% +150 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: 839 shares; 2024Q4: 839 shares; 2025Q1: 789 shares; 2025Q2: 789 shares; 2025Q3: 789 shares; 2025Q4: 789 shares; 2026Q1: 789 shares 789 $164K 0.01% 0 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,700 shares 2,700 $163K 0.01% 0 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: 1,567 shares; 2024Q4: 1,567 shares; 2025Q1: 1,561 shares; 2025Q2: 1,564 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares 1,561 $160K 0.01% 0 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: 781 shares; 2024Q4: 781 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 781 shares; 2026Q1: 781 shares 781 $159K 0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,680 shares; 2024Q4: 8,680 shares; 2025Q1: 8,680 shares; 2025Q2: 8,680 shares; 2025Q3: 8,680 shares; 2025Q4: 8,680 shares; 2026Q1: 8,680 shares 8,680 $158K 0.01% 0 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: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 281 shares; 2025Q3: 278 shares; 2025Q4: 279 shares; 2026Q1: 262 shares 262 $158K 0.01% -17 Timeline MAKO MNG CORP COM NEW MAKO MNG CORP COM NEW More: the full row for MAKO MNG CORP COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,200 shares 24,200 $155K 0.01% new 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: 21,159 shares; 2024Q4: 2,478 shares; 2025Q1: 2,379 shares; 2025Q2: 2,353 shares; 2025Q3: 1,887 shares; 2025Q4: 1,887 shares; 2026Q1: 1,611 shares 1,611 $154K 0.01% -276 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: 1,790 shares; 2024Q4: 1,953 shares; 2025Q1: 2,725 shares; 2025Q2: 2,725 shares; 2025Q3: 3,267 shares; 2025Q4: 2,744 shares; 2026Q1: 1,286 shares 1,286 $153K 0.01% -1,458 Timeline WRD WERIDE INC More: the full row for WERIDE 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: 18,850 shares 18,850 $152K 0.01% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,025 shares; 2024Q4: 6,075 shares; 2025Q1: 6,075 shares; 2025Q2: 6,075 shares; 2025Q3: 6,075 shares; 2025Q4: 6,075 shares; 2026Q1: 6,075 shares 6,075 $152K 0.01% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,900 shares; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 1,904 shares 1,904 $149K 0.01% +4 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,958 shares; 2024Q4: 15,254 shares; 2025Q1: 13,569 shares; 2025Q2: 13,569 shares; 2025Q3: 13,569 shares; 2025Q4: 13,569 shares; 2026Q1: 13,569 shares 13,569 $149K 0.01% 0 Timeline IJS 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: 1,250 shares; 2024Q4: 1,250 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $148K 0.01% 0 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 259 shares; 2025Q2: 259 shares; 2025Q3: 259 shares; 2025Q4: 259 shares; 2026Q1: 509 shares 509 $148K 0.01% +250 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $148K 0.01% 0 Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,411 shares; 2026Q1: 15,411 shares 15,411 $147K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 900 shares; 2024Q4: 900 shares; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $146K 0.01% 0 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,125 shares; 2026Q1: 1,125 shares 1,125 $145K 0.01% 0 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,200 shares; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $144K 0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,361 shares; 2026Q1: 11,361 shares 11,361 $142K 0.01% 0 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 6,300 shares; 2025Q3: 6,300 shares; 2025Q4: 6,300 shares; 2026Q1: 6,300 shares 6,300 $142K 0.01% 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: 211 shares; 2024Q4: 211 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 150 shares; 2026Q1: 147 shares 147 $141K 0.01% -3 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116 shares; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 245 shares; 2025Q4: 867 shares; 2026Q1: 433 shares 433 $141K 0.01% -434 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 2,545 shares; 2026Q1: 7,084 shares 7,084 $140K 0.01% +4,539 Timeline DFTX DEFINIUM THERAPEUTICS INC More: the full row for DEFINIUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,386 shares 7,386 $140K 0.01% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 843 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 1,055 shares 1,055 $139K 0.01% +212 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,900 shares; 2026Q1: 7,900 shares 7,900 $139K 0.01% 0 Timeline GDRX GOODRX HLDGS INC More: the full row for GOODRX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,860 shares; 2024Q4: 70,860 shares; 2025Q1: 70,860 shares; 2025Q2: 70,860 shares; 2025Q3: 70,860 shares; 2025Q4: 70,860 shares; 2026Q1: 70,860 shares 70,860 $139K 0.01% 0 Timeline NCZ VIRTUS CONVERTIBLE & INC FD More: the full row for VIRTUS CONVERTIBLE & INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,338 shares; 2025Q2: 10,338 shares; 2025Q3: 10,338 shares; 2025Q4: 10,338 shares; 2026Q1: 10,338 shares 10,338 $139K 0.01% 0 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: 64 shares; 2024Q4: 14,289 shares; 2025Q1: 469 shares; 2025Q2: 1,581 shares; 2025Q3: 9,521 shares; 2025Q4: 951 shares; 2026Q1: 921 shares 921 $138K 0.01% -30 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 1,221 shares; 2025Q1: 1,207 shares; 2025Q2: 1,306 shares; 2025Q3: 333,337 shares; 2025Q4: 3,209 shares; 2026Q1: 1,370 shares 1,370 $138K 0.01% -1,839 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 983 shares; 2025Q1: 983 shares; 2025Q2: 983 shares; 2025Q3: 986 shares; 2025Q4: 987 shares; 2026Q1: 1,375 shares 1,375 $135K 0.01% +388 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135 shares; 2024Q4: not reported; 2025Q1: 175 shares; 2025Q2: 116 shares; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: 890 shares 890 $135K 0.01% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,712 shares; 2024Q4: 2,414 shares; 2025Q1: 2,715 shares; 2025Q2: 1,880 shares; 2025Q3: 1,896 shares; 2025Q4: 3,118 shares; 2026Q1: 1,205 shares 1,205 $134K <0.01% -1,913 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,421 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 615 shares 615 $134K <0.01% -805 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: 1,361 shares; 2024Q4: 1,361 shares; 2025Q1: 1,360 shares; 2025Q2: 1,360 shares; 2025Q3: 1,359 shares; 2025Q4: 1,358 shares; 2026Q1: 1,356 shares 1,356 $132K <0.01% -2 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $132K <0.01% 0 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: 336 shares; 2024Q4: 391 shares; 2025Q1: 236 shares; 2025Q2: 235 shares; 2025Q3: 138 shares; 2025Q4: 396 shares; 2026Q1: 100 shares 100 $132K <0.01% -296 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 790 shares; 2025Q4: 1,425 shares; 2026Q1: 1,592 shares 1,592 $132K <0.01% +167 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,537 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares 1,299 $132K <0.01% 0 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: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 611 shares; 2025Q3: 632 shares; 2025Q4: 672 shares; 2026Q1: 673 shares 673 $130K <0.01% +1 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,568 shares; 2024Q4: 9,568 shares; 2025Q1: 9,568 shares; 2025Q2: 9,577 shares; 2025Q3: 9,568 shares; 2025Q4: 9,568 shares; 2026Q1: 9,568 shares 9,568 $129K <0.01% 0 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $129K <0.01% 0 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 2,700 shares 2,700 $125K <0.01% -300 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,299 shares; 2024Q4: 1,299 shares; 2025Q1: 1,299 shares; 2025Q2: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,299 shares; 2026Q1: 1,299 shares 1,299 $125K <0.01% 0 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: 1,897 shares; 2024Q4: 1,977 shares; 2025Q1: 1,548 shares; 2025Q2: 1,548 shares; 2025Q3: 1,559 shares; 2025Q4: 1,559 shares; 2026Q1: 1,560 shares 1,560 $124K <0.01% +1 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,760 shares; 2024Q4: 12,760 shares; 2025Q1: 12,760 shares; 2025Q2: 12,760 shares; 2025Q3: 12,760 shares; 2025Q4: 12,760 shares; 2026Q1: 12,760 shares 12,760 $121K <0.01% 0 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: 667 shares; 2024Q4: 667 shares; 2025Q1: 630 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 630 shares 630 $119K <0.01% 0 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: 1,946 shares; 2024Q4: 1,946 shares; 2025Q1: 1,946 shares; 2025Q2: 2,218 shares; 2025Q3: 1,946 shares; 2025Q4: 1,946 shares; 2026Q1: 1,946 shares 1,946 $119K <0.01% 0 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: 199 shares; 2024Q4: 263 shares; 2025Q1: 145 shares; 2025Q2: 180 shares; 2025Q3: 562 shares; 2025Q4: 635 shares; 2026Q1: 1,135 shares 1,135 $119K <0.01% +500 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: 536 shares; 2024Q4: 537 shares; 2025Q1: 343 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 343 shares 343 $118K <0.01% 0 Timeline DLS 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: 1,449 shares; 2024Q4: 1,449 shares; 2025Q1: 1,449 shares; 2025Q2: 1,449 shares; 2025Q3: 1,449 shares; 2025Q4: 1,449 shares; 2026Q1: 1,449 shares 1,449 $118K <0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 210 shares; 2025Q1: 10 shares; 2025Q2: 5,618 shares; 2025Q3: 6,409 shares; 2025Q4: 5,007 shares; 2026Q1: 2,087 shares 2,087 $118K <0.01% -2,920 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: 211 shares; 2024Q4: 212 shares; 2025Q1: 213 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: 215 shares; 2026Q1: 452 shares 452 $118K <0.01% +237 Timeline FFWM FIRST FNDTN INC More: the full row for FIRST FNDTN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,840 shares; 2024Q4: 19,840 shares; 2025Q1: 19,840 shares; 2025Q2: 19,840 shares; 2025Q3: 19,840 shares; 2025Q4: 19,840 shares; 2026Q1: 19,840 shares 19,840 $117K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 1,215 shares; 2025Q1: 2,060 shares; 2025Q2: 2,063 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares 2,060 $117K <0.01% 0 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: 7,228 shares 7,228 $116K <0.01% new Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 240 shares; 2026Q1: 340 shares 340 $115K <0.01% +100 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: 1,334 shares; 2024Q4: 1,334 shares; 2025Q1: 1,331 shares; 2025Q2: 721 shares; 2025Q3: 721 shares; 2025Q4: 801 shares; 2026Q1: 822 shares 822 $115K <0.01% +21 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: 20 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 971 shares 971 $114K <0.01% +543 Timeline NMCO NUVEEN MUN CR OPPORTUNITIES More: the full row for NUVEEN MUN CR OPPORTUNITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,739 shares; 2025Q1: 3,739 shares; 2025Q2: 3,739 shares; 2025Q3: 3,739 shares; 2025Q4: 8,330 shares; 2026Q1: 10,704 shares 10,704 $113K <0.01% +2,374 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,073 shares; 2025Q2: 7,073 shares; 2025Q3: 9,113 shares; 2025Q4: 13,568 shares; 2026Q1: 13,578 shares 13,578 $112K <0.01% +10 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: 1,041 shares; 2024Q4: 889 shares; 2025Q1: 891 shares; 2025Q2: 894 shares; 2025Q3: 5,839 shares; 2025Q4: 930 shares; 2026Q1: 679 shares 679 $112K <0.01% -251 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $111K <0.01% 0 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: 327 shares; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 367 shares; 2025Q3: 364 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $110K <0.01% 0 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: 193 shares; 2024Q4: 193 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 111 shares; 2025Q4: 111 shares; 2026Q1: 257 shares 257 $109K <0.01% +146 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 469 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 1,100 shares 1,100 $109K <0.01% +1,000 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,741 shares; 2025Q4: 6,445 shares; 2026Q1: 6,791 shares 6,791 $108K <0.01% +346 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,444 shares; 2024Q4: 7,444 shares; 2025Q1: 7,444 shares; 2025Q2: 7,444 shares; 2025Q3: 7,444 shares; 2025Q4: 7,444 shares; 2026Q1: 7,444 shares 7,444 $107K <0.01% 0 Timeline EVN EATON VANCE MUN INCOME TR More: the full row for EATON VANCE MUN INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,250 shares; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,250 shares; 2025Q3: 10,250 shares; 2025Q4: 10,250 shares; 2026Q1: 10,250 shares 10,250 $107K <0.01% 0 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: 14,587 shares; 2024Q4: 14,652 shares; 2025Q1: 5,100 shares; 2025Q2: 5,273 shares; 2025Q3: 5,351 shares; 2025Q4: 5,432 shares; 2026Q1: 5,506 shares 5,506 $106K <0.01% +74 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304 shares; 2024Q4: 160 shares; 2025Q1: 86 shares; 2025Q2: 1,405 shares; 2025Q3: 359 shares; 2025Q4: 558 shares; 2026Q1: 607 shares 607 $106K <0.01% +49 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: 843 shares; 2024Q4: 2,027 shares; 2025Q1: 852 shares; 2025Q2: 857 shares; 2025Q3: 1,441 shares; 2025Q4: 1,447 shares; 2026Q1: 1,506 shares 1,506 $106K <0.01% +59 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,121 shares; 2024Q4: 2,121 shares; 2025Q1: 2,121 shares; 2025Q2: 2,121 shares; 2025Q3: 4,242 shares; 2025Q4: 4,242 shares; 2026Q1: 4,242 shares 4,242 $106K <0.01% 0 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,080 shares; 2025Q1: 1,080 shares; 2025Q2: 1,080 shares; 2025Q3: 1,080 shares; 2025Q4: 1,080 shares; 2026Q1: 1,080 shares 1,080 $104K <0.01% 0 Timeline COPP SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,335 shares; 2025Q4: 5,003 shares; 2026Q1: 2,918 shares 2,918 $104K <0.01% -2,085 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,665 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,665 shares; 2025Q4: 4,665 shares; 2026Q1: 4,896 shares 4,896 $103K <0.01% +231 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: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $102K <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,385 shares; 2025Q1: 3,130 shares; 2025Q2: 3,130 shares; 2025Q3: 2,985 shares; 2025Q4: 2,685 shares; 2026Q1: 2,685 shares 2,685 $102K <0.01% 0 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,780 shares; 2024Q4: 95,266 shares; 2025Q1: 95,266 shares; 2025Q2: 85,954 shares; 2025Q3: 85,954 shares; 2025Q4: 117,300 shares; 2026Q1: 95,116 shares 95,116 $101K <0.01% -22,184 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: 333 shares; 2024Q4: 333 shares; 2025Q1: 258 shares; 2025Q2: 423 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 462 shares 462 $101K <0.01% +146 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 380 shares; 2024Q4: 300 shares; 2025Q1: 804 shares; 2025Q2: 558 shares; 2025Q3: 1,441 shares; 2025Q4: 2,045 shares; 2026Q1: 672 shares 672 $101K <0.01% -1,373 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 2,560 shares; 2025Q2: 2,560 shares; 2025Q3: 2,560 shares; 2025Q4: 2,560 shares; 2026Q1: 2,560 shares 2,560 $101K <0.01% 0 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: 764 shares; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $100K <0.01% 0 Timeline VZLA VIZSLA SILVER CORP More: the full row for VIZSLA SILVER 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: 30,000 shares; 2026Q1: 30,000 shares 30,000 $99K <0.01% 0 Timeline TMFC 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $99K <0.01% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20 shares; 2026Q1: 2,178 shares 2,178 $98.5K <0.01% +2,158 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,398 shares; 2024Q4: 2,398 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 7,295 shares; 2026Q1: 9,687 shares 9,687 $98.3K <0.01% +2,392 Timeline INVE INVE TECHNOLOGIES INC More: the full row for INVE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 26,226 shares 26,226 $97K <0.01% +1,226 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,406 shares; 2025Q2: 2,412 shares; 2025Q3: 2,418 shares; 2025Q4: 2,423 shares; 2026Q1: 2,430 shares 2,430 $97K <0.01% +7 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,134 shares; 2025Q1: 648 shares; 2025Q2: 1,008 shares; 2025Q3: 912 shares; 2025Q4: 883 shares; 2026Q1: 786 shares 786 $96.5K <0.01% -97 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,780 shares; 2024Q4: 19,780 shares; 2025Q1: 19,780 shares; 2025Q2: 19,780 shares; 2025Q3: 19,780 shares; 2025Q4: 19,780 shares; 2026Q1: 19,780 shares 19,780 $96.3K <0.01% 0 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: 605 shares; 2024Q4: 620 shares; 2025Q1: 1,558 shares; 2025Q2: 1,608 shares; 2025Q3: 1,647 shares; 2025Q4: 1,682 shares; 2026Q1: 1,725 shares 1,725 $95.8K <0.01% +43 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,850 shares; 2025Q1: 460 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 190 shares; 2026Q1: 1,034 shares 1,034 $95.6K <0.01% +844 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: 1,202 shares; 2024Q4: 1,123 shares; 2025Q1: 1,111 shares; 2025Q2: 1,111 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 1,247 shares 1,247 $94.9K <0.01% +200 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 562 shares; 2025Q1: 822 shares; 2025Q2: 822 shares; 2025Q3: 822 shares; 2025Q4: 822 shares; 2026Q1: 822 shares 822 $94.4K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 698 shares; 2025Q2: 782 shares; 2025Q3: 4,290 shares; 2025Q4: 93 shares; 2026Q1: 625 shares 625 $94.3K <0.01% +532 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $93.8K <0.01% 0 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,280 shares; 2025Q1: 5,339 shares; 2025Q2: 5,430 shares; 2025Q3: 5,526 shares; 2025Q4: 5,622 shares; 2026Q1: 5,724 shares 5,724 $92.6K <0.01% +102 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,360 shares; 2024Q4: 13,135 shares; 2025Q1: 13,135 shares; 2025Q2: 13,135 shares; 2025Q3: 13,135 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $91K <0.01% 0 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $90.1K <0.01% 0 Timeline GWX 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: 2,132 shares; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,132 shares; 2025Q3: 2,132 shares; 2025Q4: 2,132 shares; 2026Q1: 2,132 shares 2,132 $90K <0.01% 0 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,527 shares; 2024Q4: 6,701 shares; 2025Q1: 6,875 shares; 2025Q2: 7,055 shares; 2025Q3: 7,237 shares; 2025Q4: 7,436 shares; 2026Q1: 3,998 shares 3,998 $88.4K <0.01% -3,438 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: 833 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 833 shares; 2025Q3: 833 shares; 2025Q4: 833 shares; 2026Q1: 833 shares 833 $87.6K <0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $87.6K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $85.6K <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,111 shares; 2025Q3: 886 shares; 2025Q4: 440 shares; 2026Q1: 815 shares 815 $84.6K <0.01% +375 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: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 850 shares; 2025Q4: 1,110 shares; 2026Q1: 2,927 shares 2,927 $84.4K <0.01% +1,817 Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,945 shares; 2024Q4: 10,945 shares; 2025Q1: 10,945 shares; 2025Q2: 10,945 shares; 2025Q3: 10,945 shares; 2025Q4: 10,945 shares; 2026Q1: 10,945 shares 10,945 $83.9K <0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 875 shares; 2025Q3: 875 shares; 2025Q4: 875 shares; 2026Q1: 875 shares 875 $83.9K <0.01% 0 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,039,710 shares; 2025Q4: 1,076,172 shares; 2026Q1: 2,479 shares 2,479 $83.8K <0.01% -1,073,693 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: 1,786 shares; 2025Q4: 1,786 shares; 2026Q1: 1,786 shares 1,786 $83.4K <0.01% 0 Timeline CRWG THEMES ETF TR More: the full row for THEMES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares 35,000 $83K <0.01% new 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: 270 shares; 2024Q4: 95 shares; 2025Q1: 339 shares; 2025Q2: 145 shares; 2025Q3: 145 shares; 2025Q4: 145 shares; 2026Q1: 145 shares 145 $81.7K <0.01% 0 Timeline NFLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: not reported; 2025Q3: 875 shares; 2025Q4: not reported; 2026Q1: 2,500 shares 2,500 $80.2K <0.01% new Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 621 shares; 2026Q1: 2,313 shares 2,313 $80.1K <0.01% +1,692 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: 611 shares; 2024Q4: 151 shares; 2025Q1: 192 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 487 shares 487 $79.9K <0.01% +469 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 388 shares 388 $79.4K <0.01% +180 Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,800 shares; 2024Q4: 32,800 shares; 2025Q1: 25,100 shares; 2025Q2: 6,000 shares; 2025Q3: 16,000 shares; 2025Q4: 9,575 shares; 2026Q1: 8,684 shares 8,684 $78.9K <0.01% -891 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 551 shares; 2024Q4: 551 shares; 2025Q1: 551 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61 shares; 2026Q1: 1,061 shares 1,061 $77.1K <0.01% +1,000 Timeline MDV MODIV INDUSTRIAL INC More: the full row for MODIV INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,378 shares; 2024Q4: 5,378 shares; 2025Q1: 5,378 shares; 2025Q2: 5,378 shares; 2025Q3: 5,378 shares; 2025Q4: 5,378 shares; 2026Q1: 5,378 shares 5,378 $77K <0.01% 0 Timeline TQQQ 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: 6,696 shares; 2024Q4: 3,250 shares; 2025Q1: 1,432 shares; 2025Q2: 702 shares; 2025Q3: 358 shares; 2025Q4: 824 shares; 2026Q1: 1,827 shares 1,827 $76.2K <0.01% +1,003 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: 810 shares; 2024Q4: 810 shares; 2025Q1: 810 shares; 2025Q2: 810 shares; 2025Q3: 810 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $76.1K <0.01% 0 Timeline PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,205 shares; 2024Q4: 7,205 shares; 2025Q1: 7,205 shares; 2025Q2: 7,205 shares; 2025Q3: 7,205 shares; 2025Q4: 7,205 shares; 2026Q1: 7,205 shares 7,205 $75.9K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $75.8K <0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 520 shares; 2025Q1: 7,436 shares; 2025Q2: 5,224 shares; 2025Q3: 5,636 shares; 2025Q4: 67 shares; 2026Q1: 3,322 shares 3,322 $75.6K <0.01% +3,255 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: 30,222 shares; 2024Q4: 30,542 shares; 2025Q1: 1,583 shares; 2025Q2: 2,139 shares; 2025Q3: 2,032 shares; 2025Q4: 2,032 shares; 2026Q1: 1,529 shares 1,529 $75.5K <0.01% -503 Timeline LEO BNY MELLON STRATEGIC MUNS IN More: the full row for BNY MELLON STRATEGIC MUNS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,994 shares; 2024Q4: 11,994 shares; 2025Q1: 11,994 shares; 2025Q2: 11,994 shares; 2025Q3: 11,994 shares; 2025Q4: 11,994 shares; 2026Q1: 11,994 shares 11,994 $75.4K <0.01% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,030 shares; 2025Q1: 5,885 shares; 2025Q2: 5,885 shares; 2025Q3: 5,885 shares; 2025Q4: 5,885 shares; 2026Q1: 5,885 shares 5,885 $75.3K <0.01% 0 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: 281 shares; 2024Q4: 61 shares; 2025Q1: 59 shares; 2025Q2: 363 shares; 2025Q3: 421 shares; 2025Q4: 371 shares; 2026Q1: 140 shares 140 $75.3K <0.01% -231 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 11 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 11 shares; 2026Q1: 209 shares 209 $74.8K <0.01% +198 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $74.5K <0.01% 0 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: 1,328 shares; 2024Q4: 1,328 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,181 shares; 2025Q4: 1,181 shares; 2026Q1: 1,181 shares 1,181 $74.1K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71 shares; 2024Q4: 71 shares; 2025Q1: 941 shares; 2025Q2: 438 shares; 2025Q3: 381 shares; 2025Q4: 141 shares; 2026Q1: 358 shares 358 $73.9K <0.01% +217 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: 5,126 shares; 2024Q4: 5,153 shares; 2025Q1: 5,178 shares; 2025Q2: 1,856 shares; 2025Q3: 1,888 shares; 2025Q4: 1,920 shares; 2026Q1: 1,949 shares 1,949 $73.7K <0.01% +29 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD 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: 5,020 shares; 2026Q1: 7,548 shares 7,548 $73.7K <0.01% +2,528 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,701 shares; 2025Q4: not reported; 2026Q1: 4,616 shares 4,616 $73.3K <0.01% new Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 763 shares 763 $73K <0.01% new Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,362 shares; 2024Q4: 13,362 shares; 2025Q1: 9,862 shares; 2025Q2: 9,862 shares; 2025Q3: 9,862 shares; 2025Q4: 9,645 shares; 2026Q1: 9,645 shares 9,645 $72.7K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 113 shares; 2025Q1: 113 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 113 shares 113 $72.4K <0.01% 0 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,040 shares; 2025Q1: 7,040 shares; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 7,040 shares; 2026Q1: 7,040 shares 7,040 $72.2K <0.01% 0 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: 964 shares; 2024Q4: 964 shares; 2025Q1: 964 shares; 2025Q2: 964 shares; 2025Q3: 964 shares; 2025Q4: 834 shares; 2026Q1: 784 shares 784 $72.2K <0.01% -50 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,005 shares 1,005 $72.1K <0.01% new 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: 612 shares; 2024Q4: 612 shares; 2025Q1: 612 shares; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 612 shares 612 $70.9K <0.01% 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: 2,886 shares; 2024Q4: 2,886 shares; 2025Q1: 2,886 shares; 2025Q2: 2,886 shares; 2025Q3: 2,886 shares; 2025Q4: 2,886 shares; 2026Q1: 2,886 shares 2,886 $70.5K <0.01% 0 Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI 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: 12 shares; 2025Q3: not reported; 2025Q4: 3,897 shares; 2026Q1: 5,822 shares 5,822 $69.3K <0.01% +1,925 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: 302 shares; 2024Q4: 307 shares; 2025Q1: 280 shares; 2025Q2: 252 shares; 2025Q3: 180 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $69K <0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,524 shares; 2024Q4: 3,670 shares; 2025Q1: 4,881 shares; 2025Q2: 3,302 shares; 2025Q3: 2,612 shares; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares 2,606 $68.9K <0.01% 0 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: 940 shares; 2024Q4: 466 shares; 2025Q1: 466 shares; 2025Q2: 482 shares; 2025Q3: 445 shares; 2025Q4: 305 shares; 2026Q1: 304 shares 304 $68.7K <0.01% -1 Timeline IJT 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: 473 shares 473 $68.4K <0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,061 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares; 2025Q4: 2,061 shares; 2026Q1: 2,061 shares 2,061 $67.9K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,881 shares; 2024Q4: 4,556 shares; 2025Q1: 4,305 shares; 2025Q2: 4,305 shares; 2025Q3: 3,027 shares; 2025Q4: 2,888 shares; 2026Q1: 1,841 shares 1,841 $67.7K <0.01% -1,047 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 452 shares 452 $65.7K <0.01% +334 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: 38 shares; 2024Q4: 38 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 38 shares 38 $65.7K <0.01% 0 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $65.4K <0.01% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,854 shares; 2025Q1: 4,945 shares; 2025Q2: 5,042 shares; 2025Q3: 5,140 shares; 2025Q4: 5,245 shares; 2026Q1: 5,419 shares 5,419 $65.3K <0.01% +174 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: 195 shares; 2025Q4: 795 shares; 2026Q1: 795 shares 795 $64.9K <0.01% 0 Timeline ZROZ 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: 8,727 shares; 2024Q4: 6,902 shares; 2025Q1: 6,908 shares; 2025Q2: 5,379 shares; 2025Q3: 2,341 shares; 2025Q4: 2,346 shares; 2026Q1: 1,012 shares 1,012 $64.8K <0.01% -1,334 Timeline PABU 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: 972 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 972 shares 972 $64.4K <0.01% 0 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: 546 shares; 2024Q4: 296 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 230 shares; 2025Q4: 180 shares; 2026Q1: 180 shares 180 $64.4K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 508 shares; 2025Q1: 508 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $63.8K <0.01% 0 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,369 shares; 2024Q4: 1,369 shares; 2025Q1: 1,369 shares; 2025Q2: 1,369 shares; 2025Q3: 1,369 shares; 2025Q4: 1,369 shares; 2026Q1: 1,369 shares 1,369 $62.7K <0.01% 0 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 1,518 shares; 2025Q1: 1,125 shares; 2025Q2: 1,125 shares; 2025Q3: 1,125 shares; 2025Q4: 1,529 shares; 2026Q1: 1,701 shares 1,701 $62.6K <0.01% +172 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: 1,307 shares; 2024Q4: 1,401 shares; 2025Q1: 1,082 shares; 2025Q2: 958 shares; 2025Q3: 959 shares; 2025Q4: 510 shares; 2026Q1: 386 shares 386 $62.5K <0.01% -124 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,305 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares; 2026Q1: 790 shares 790 $62.5K <0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 764 shares; 2025Q1: 914 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $62.5K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 375 shares; 2026Q1: 1,312 shares 1,312 $62.4K <0.01% +937 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,266 shares; 2024Q4: 2,266 shares; 2025Q1: 2,266 shares; 2025Q2: 2,290 shares; 2025Q3: 2,266 shares; 2025Q4: 2,266 shares; 2026Q1: 2,266 shares 2,266 $62.2K <0.01% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 1,073 shares; 2025Q4: 1,073 shares; 2026Q1: 1,073 shares 1,073 $61.8K <0.01% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 450 shares 450 $61.1K <0.01% -200 Timeline SDOW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,725 shares; 2025Q1: 1,725 shares; 2025Q2: 1,725 shares; 2025Q3: 1,725 shares; 2025Q4: 1,725 shares; 2026Q1: 1,725 shares 1,725 $60.7K <0.01% 0 Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $60.3K <0.01% 0 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: 396 shares; 2024Q4: 396 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 396 shares; 2026Q1: 396 shares 396 $60K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 585 shares; 2026Q1: 185 shares 185 $59.7K <0.01% -400 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: 150 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 268 shares; 2025Q3: 269 shares; 2025Q4: 242 shares; 2026Q1: 299 shares 299 $58.7K <0.01% +57 Timeline SPPP SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares; 2025Q3: 3,150 shares; 2025Q4: 3,150 shares; 2026Q1: 3,750 shares 3,750 $58.2K <0.01% +600 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,590 shares; 2024Q4: 1,588 shares; 2025Q1: 1,537 shares; 2025Q2: 1,621 shares; 2025Q3: 1,349 shares; 2025Q4: 1,093 shares; 2026Q1: 1,093 shares 1,093 $57.7K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 316 shares; 2025Q3: 222 shares; 2025Q4: 223 shares; 2026Q1: 324 shares 324 $55.7K <0.01% +101 Timeline IVLU 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: 1,391 shares; 2025Q3: 1,391 shares; 2025Q4: 1,391 shares; 2026Q1: 1,391 shares 1,391 $55.2K <0.01% 0 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $54.6K <0.01% 0 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $54.1K <0.01% new 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: 412 shares; 2024Q4: 412 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 373 shares; 2025Q4: 12,261 shares; 2026Q1: 428 shares 428 $54.1K <0.01% -11,833 Timeline VCV INVESCO CALIF VALUE MUN INCO More: the full row for INVESCO CALIF VALUE MUN INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,166 shares; 2024Q4: 5,166 shares; 2025Q1: 5,166 shares; 2025Q2: 5,166 shares; 2025Q3: 5,166 shares; 2025Q4: 5,166 shares; 2026Q1: 5,166 shares 5,166 $53.9K <0.01% 0 Timeline