NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 442,006 shares; 2025Q1: 411,598 shares; 2025Q2: 394,492 shares; 2025Q3: 374,510 shares; 2025Q4: 373,289 shares; 2026Q1: 356,911 shares 356,911 $62.2M 10.64% -16,378 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120,484 shares; 2025Q1: 110,691 shares; 2025Q2: 109,628 shares; 2025Q3: 109,857 shares; 2025Q4: 111,526 shares; 2026Q1: 106,012 shares 106,012 $26.9M 4.6% -5,514 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,328 shares; 2025Q1: 65,628 shares; 2025Q2: 66,251 shares; 2025Q3: 60,682 shares; 2025Q4: 62,677 shares; 2026Q1: 62,026 shares 62,026 $19.2M 3.28% -651 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85,985 shares; 2025Q1: 85,850 shares; 2025Q2: 84,062 shares; 2025Q3: 84,587 shares; 2025Q4: 77,579 shares; 2026Q1: 68,637 shares 68,637 $14.3M 2.44% -8,942 Timeline SYFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 239,953 shares; 2025Q1: 253,627 shares; 2025Q2: 259,386 shares; 2025Q3: 269,919 shares; 2025Q4: 354,050 shares; 2026Q1: 372,623 shares 372,623 $13.2M 2.26% +18,573 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,508 shares; 2025Q1: 32,055 shares; 2025Q2: 33,241 shares; 2025Q3: 34,133 shares; 2025Q4: 35,872 shares; 2026Q1: 36,496 shares 36,496 $12.3M 2.11% +624 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,833 shares; 2025Q1: 41,974 shares; 2025Q2: 39,974 shares; 2025Q3: 40,846 shares; 2025Q4: 40,827 shares; 2026Q1: 37,187 shares 37,187 $10.7M 1.83% -3,640 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,431 shares; 2025Q3: 6,086 shares; 2025Q4: 6,795 shares; 2026Q1: 7,443 shares 7,443 $10.3M 1.75% +648 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,156 shares; 2025Q1: 33,939 shares; 2025Q2: 43,365 shares; 2025Q3: 43,650 shares; 2025Q4: 38,424 shares; 2026Q1: 35,583 shares 35,583 $10.2M 1.75% -2,841 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,429 shares; 2025Q1: 27,140 shares; 2025Q2: 26,561 shares; 2025Q3: 26,659 shares; 2025Q4: 26,985 shares; 2026Q1: 24,851 shares 24,851 $9.2M 1.57% -2,134 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,957 shares 40,957 $8.89M 1.52% 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: not loaded; 2024Q4: not reported; 2025Q1: 61,107 shares; 2025Q2: 62,068 shares; 2025Q3: 65,264 shares; 2025Q4: 70,733 shares; 2026Q1: 65,844 shares 65,844 $8.32M 1.42% -4,889 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,298 shares; 2025Q1: 92,254 shares; 2025Q2: 108,475 shares; 2025Q3: 111,163 shares; 2025Q4: 115,154 shares; 2026Q1: 118,547 shares 118,547 $8.09M 1.38% +3,393 Timeline UBND VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 256,627 shares; 2025Q1: 266,941 shares; 2025Q2: 267,431 shares; 2025Q3: 267,600 shares; 2025Q4: 333,327 shares; 2026Q1: 353,636 shares 353,636 $7.7M 1.32% +20,309 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,538 shares; 2025Q1: 16,933 shares; 2025Q2: 17,053 shares; 2025Q3: 17,058 shares; 2025Q4: 17,432 shares; 2026Q1: 12,996 shares 12,996 $7.43M 1.27% -4,436 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: not loaded; 2024Q4: 18,488 shares; 2025Q1: 18,887 shares; 2025Q2: 19,062 shares; 2025Q3: 19,616 shares; 2025Q4: 20,927 shares; 2026Q1: 22,664 shares 22,664 $7.21M 1.23% +1,737 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 148,084 shares; 2025Q1: 149,478 shares; 2025Q2: 149,394 shares; 2025Q3: 156,158 shares; 2025Q4: 160,999 shares; 2026Q1: 165,865 shares 165,865 $6.89M 1.18% +4,866 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 50,300 shares; 2025Q1: 50,987 shares; 2025Q2: 50,944 shares; 2025Q3: 51,517 shares; 2025Q4: 52,896 shares; 2026Q1: 53,926 shares 53,926 $6.7M 1.15% +1,030 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,516 shares; 2025Q1: 28,111 shares; 2025Q2: 28,977 shares; 2025Q3: 29,775 shares; 2025Q4: 31,825 shares; 2026Q1: 34,291 shares 34,291 $6.61M 1.13% +2,466 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,652 shares; 2025Q1: 5,828 shares; 2025Q2: 5,901 shares; 2025Q3: 6,036 shares; 2025Q4: 6,371 shares; 2026Q1: 6,782 shares 6,782 $6.52M 1.12% +411 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,588 shares; 2025Q1: 39,649 shares; 2025Q2: 40,386 shares; 2025Q3: 38,086 shares; 2025Q4: 33,979 shares; 2026Q1: 43,504 shares 43,504 $6.4M 1.09% +9,525 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 135,735 shares; 2025Q1: 146,352 shares; 2025Q2: 158,623 shares; 2025Q3: 162,154 shares; 2025Q4: 165,938 shares; 2026Q1: 158,180 shares 158,180 $6.24M 1.07% -7,758 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,505 shares; 2025Q1: 18,876 shares; 2025Q2: 19,015 shares; 2025Q3: 19,289 shares; 2025Q4: 19,959 shares; 2026Q1: 21,095 shares 21,095 $6.21M 1.06% +1,136 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,601 shares; 2025Q1: 52,729 shares; 2025Q2: 51,804 shares; 2025Q3: 52,515 shares; 2025Q4: 54,261 shares; 2026Q1: 57,638 shares 57,638 $6.09M 1.04% +3,377 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 loaded; 2024Q4: not reported; 2025Q1: 50,285 shares; 2025Q2: 48,300 shares; 2025Q3: 51,743 shares; 2025Q4: 57,282 shares; 2026Q1: 59,402 shares 59,402 $5.88M 1.01% +2,120 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 166,044 shares; 2025Q3: 117,274 shares; 2025Q4: 114,180 shares; 2026Q1: 103,774 shares 103,774 $5.19M 0.89% -10,406 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,534 shares; 2025Q1: 5,600 shares; 2025Q2: 5,598 shares; 2025Q3: 5,783 shares; 2025Q4: 6,255 shares; 2026Q1: 6,864 shares 6,864 $4.86M 0.83% +609 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,370 shares; 2025Q1: 7,839 shares; 2025Q2: 8,478 shares; 2025Q3: 15,690 shares; 2025Q4: 8,140 shares; 2026Q1: 8,329 shares 8,329 $4.81M 0.82% +189 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,251 shares 13,251 $4.74M 0.81% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,859 shares; 2025Q1: 4,017 shares; 2025Q2: 4,079 shares; 2025Q3: 4,162 shares; 2025Q4: 4,221 shares; 2026Q1: 4,578 shares 4,578 $4.56M 0.78% +357 Timeline MODL VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,907 shares; 2025Q1: 86,674 shares; 2025Q2: 90,638 shares; 2025Q3: 93,188 shares; 2025Q4: 95,662 shares; 2026Q1: 99,546 shares 99,546 $4.45M 0.76% +3,884 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,332 shares; 2025Q1: 8,519 shares; 2025Q2: 8,566 shares; 2025Q3: 8,842 shares; 2025Q4: 9,150 shares; 2026Q1: 8,808 shares 8,808 $4.22M 0.72% -342 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,552 shares; 2025Q1: 6,577 shares; 2025Q2: 6,633 shares; 2025Q3: 6,999 shares; 2025Q4: 7,031 shares; 2026Q1: 7,717 shares 7,717 $4.19M 0.72% +686 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,210 shares; 2025Q2: 68,953 shares; 2025Q3: 72,379 shares; 2025Q4: 79,667 shares; 2026Q1: 88,193 shares 88,193 $4.09M 0.7% +8,526 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,358 shares; 2025Q1: 9,542 shares; 2025Q2: 9,910 shares; 2025Q3: 9,885 shares; 2025Q4: 10,672 shares; 2026Q1: 11,626 shares 11,626 $4.09M 0.7% +954 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,525 shares; 2025Q1: 14,844 shares; 2025Q2: 14,682 shares; 2025Q3: 14,767 shares; 2025Q4: 15,651 shares; 2026Q1: 12,931 shares 12,931 $3.91M 0.67% -2,720 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,624 shares; 2025Q4: 5,128 shares; 2026Q1: 5,631 shares 5,631 $3.84M 0.66% +503 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,547 shares; 2025Q1: 63,555 shares; 2025Q2: 70,321 shares; 2025Q3: 71,887 shares; 2025Q4: 83,487 shares; 2026Q1: 85,512 shares 85,512 $3.83M 0.65% +2,025 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,708 shares; 2025Q1: 17,208 shares; 2025Q2: 17,324 shares; 2025Q3: 17,991 shares; 2025Q4: 19,617 shares; 2026Q1: 20,837 shares 20,837 $3.8M 0.65% +1,220 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,975 shares; 2025Q1: 11,276 shares; 2025Q2: 11,658 shares; 2025Q3: 12,239 shares; 2025Q4: 12,548 shares; 2026Q1: 13,406 shares 13,406 $3.79M 0.65% +858 Timeline DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,954 shares; 2025Q1: 74,708 shares; 2025Q2: 78,498 shares; 2025Q3: 79,030 shares; 2025Q4: 81,146 shares; 2026Q1: 82,217 shares 82,217 $3.66M 0.63% +1,071 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,375 shares; 2025Q4: 6,013 shares; 2026Q1: 6,729 shares 6,729 $3.62M 0.62% +716 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 12,135 shares; 2026Q1: 16,712 shares 16,712 $3.57M 0.61% +4,577 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,353 shares 18,353 $3.43M 0.59% new 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: not loaded; 2024Q4: 7,845 shares; 2025Q1: 8,108 shares; 2025Q2: 8,110 shares; 2025Q3: 8,339 shares; 2025Q4: 9,273 shares; 2026Q1: 10,271 shares 10,271 $3.37M 0.58% +998 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,976 shares; 2025Q1: 11,927 shares; 2025Q2: 12,113 shares; 2025Q3: 12,344 shares; 2025Q4: 13,069 shares; 2026Q1: 14,125 shares 14,125 $3.34M 0.57% +1,056 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,202 shares; 2025Q1: 8,428 shares; 2025Q2: 8,357 shares; 2025Q3: 8,630 shares; 2025Q4: 9,506 shares; 2026Q1: 10,519 shares 10,519 $3.27M 0.56% +1,013 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,586 shares; 2025Q3: 9,628 shares; 2025Q4: 9,873 shares; 2026Q1: 10,004 shares 10,004 $3.22M 0.55% +131 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,087 shares; 2025Q3: 15,325 shares; 2025Q4: 17,332 shares; 2026Q1: 19,285 shares 19,285 $3.17M 0.54% +1,953 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,159 shares 11,159 $3.1M 0.53% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,403 shares; 2026Q1: 9,137 shares 9,137 $3.09M 0.53% -5,266 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,640 shares; 2025Q1: 14,890 shares; 2025Q2: 11,890 shares; 2025Q3: 11,890 shares; 2025Q4: 11,840 shares; 2026Q1: 11,840 shares 11,840 $2.93M 0.5% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,381 shares; 2025Q3: 4,584 shares; 2025Q4: 4,742 shares; 2026Q1: 4,956 shares 4,956 $2.92M 0.5% +214 Timeline VCTR VICTORY CAP HLDGS INC DEL More: the full row for VICTORY CAP HLDGS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,186 shares; 2025Q3: 35,968 shares; 2025Q4: 40,154 shares; 2026Q1: 44,470 shares 44,470 $2.91M 0.5% +4,316 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,121 shares; 2025Q2: 5,251 shares; 2025Q3: 5,574 shares; 2025Q4: 6,219 shares; 2026Q1: 6,932 shares 6,932 $2.89M 0.49% +713 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 194,483 shares; 2025Q1: 199,613 shares; 2025Q2: 200,898 shares; 2025Q3: 214,792 shares; 2025Q4: 216,625 shares; 2026Q1: 227,058 shares 227,058 $2.76M 0.47% +10,433 Timeline AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 145,914 shares; 2025Q3: 156,066 shares; 2025Q4: 160,599 shares; 2026Q1: 162,905 shares 162,905 $2.75M 0.47% +2,306 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,844 shares; 2025Q1: 2,845 shares; 2025Q2: 2,836 shares; 2025Q3: 2,742 shares; 2025Q4: 2,716 shares; 2026Q1: 2,877 shares 2,877 $2.65M 0.45% +161 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: not loaded; 2024Q4: 12,292 shares; 2025Q1: 12,356 shares; 2025Q2: 12,313 shares; 2025Q3: 12,610 shares; 2025Q4: 12,937 shares; 2026Q1: 13,757 shares 13,757 $2.61M 0.45% +820 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,747 shares; 2025Q3: 41,731 shares; 2025Q4: 44,105 shares; 2026Q1: 37,347 shares 37,347 $2.4M 0.41% -6,758 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,350 shares; 2025Q4: 2,780 shares; 2026Q1: 3,380 shares 3,380 $2.38M 0.41% +600 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,363 shares; 2025Q1: 9,068 shares; 2025Q2: 12,381 shares; 2025Q3: 12,140 shares; 2025Q4: 12,218 shares; 2026Q1: 10,915 shares 10,915 $2.37M 0.41% -1,303 Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,137 shares; 2025Q1: 10,027 shares; 2025Q2: 10,407 shares; 2025Q3: 10,842 shares; 2025Q4: 11,412 shares; 2026Q1: 11,689 shares 11,689 $2.34M 0.4% +277 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: not loaded; 2024Q4: 3,541 shares; 2025Q1: 3,144 shares; 2025Q2: 3,119 shares; 2025Q3: 3,111 shares; 2025Q4: 3,090 shares; 2026Q1: 3,555 shares 3,555 $2.32M 0.4% +465 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,707 shares; 2025Q3: 16,276 shares; 2025Q4: 8,352 shares; 2026Q1: 8,888 shares 8,888 $2.31M 0.4% +536 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,156 shares; 2025Q4: 35,034 shares; 2026Q1: 27,312 shares 27,312 $2.19M 0.37% -7,722 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: not loaded; 2024Q4: 239,755 shares; 2025Q1: 186,836 shares; 2025Q2: 111,842 shares; 2025Q3: 111,880 shares; 2025Q4: 113,689 shares; 2026Q1: 111,959 shares 111,959 $2.16M 0.37% -1,730 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,126 shares; 2025Q4: 4,926 shares; 2026Q1: 5,016 shares 5,016 $2.16M 0.37% +90 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,744 shares 52,744 $2.15M 0.37% new Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,623 shares; 2025Q3: 42,151 shares; 2025Q4: 48,247 shares; 2026Q1: 52,869 shares 52,869 $2.14M 0.37% +4,622 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,830 shares; 2025Q1: 13,890 shares; 2025Q2: 26,321 shares; 2025Q3: 23,364 shares; 2025Q4: 22,464 shares; 2026Q1: 14,376 shares 14,376 $2.1M 0.36% -8,088 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 5,971 shares 5,971 $2.02M 0.35% +571 Timeline AIP ARTERIS INC More: the full row for ARTERIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,220 shares; 2026Q1: 119,833 shares 119,833 $1.97M 0.34% +1,613 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,620 shares; 2025Q1: 17,942 shares; 2025Q2: 24,665 shares; 2025Q3: 24,736 shares; 2025Q4: 27,262 shares; 2026Q1: 28,106 shares 28,106 $1.9M 0.32% +844 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,834 shares; 2025Q1: 58,547 shares; 2025Q2: 65,135 shares; 2025Q3: 61,723 shares; 2025Q4: 62,487 shares; 2026Q1: 65,227 shares 65,227 $1.83M 0.31% +2,740 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,640 shares; 2025Q1: 14,916 shares; 2025Q2: 15,726 shares; 2025Q3: 15,866 shares; 2025Q4: 16,056 shares; 2026Q1: 16,620 shares 16,620 $1.8M 0.31% +564 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 775,514 shares; 2025Q3: 474,392 shares; 2025Q4: 302,464 shares; 2026Q1: 197,537 shares 197,537 $1.79M 0.31% -104,927 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,753 shares; 2025Q1: 15,180 shares; 2025Q2: 19,129 shares; 2025Q3: 21,054 shares; 2025Q4: 18,435 shares; 2026Q1: 18,713 shares 18,713 $1.75M 0.3% +278 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 109,696 shares; 2025Q4: 116,606 shares; 2026Q1: 120,692 shares 120,692 $1.75M 0.3% +4,086 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,405 shares; 2025Q1: 16,855 shares; 2025Q2: 16,855 shares; 2025Q3: 15,775 shares; 2025Q4: 15,775 shares; 2026Q1: 14,325 shares 14,325 $1.7M 0.29% -1,450 Timeline TATT TAT TECHNOLOGIES LTD More: the full row for TAT TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,666 shares; 2025Q1: 15,566 shares; 2025Q2: 36,756 shares; 2025Q3: 38,101 shares; 2025Q4: 40,166 shares; 2026Q1: 41,192 shares 41,192 $1.67M 0.29% +1,026 Timeline PKE PARK AEROSPACE CORP More: the full row for PARK AEROSPACE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,376 shares; 2025Q4: 58,472 shares; 2026Q1: 60,216 shares 60,216 $1.65M 0.28% +1,744 Timeline FEIM FREQUENCY ELECTRS INC More: the full row for FREQUENCY ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,326 shares; 2025Q1: 44,703 shares; 2025Q2: 47,286 shares; 2025Q3: 33,109 shares; 2025Q4: 35,089 shares; 2026Q1: 36,468 shares 36,468 $1.61M 0.28% +1,379 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,542 shares; 2025Q1: 37,871 shares; 2025Q2: 18,291 shares; 2025Q3: 18,331 shares; 2025Q4: 11,678 shares; 2026Q1: 11,739 shares 11,739 $1.55M 0.26% +61 Timeline AP AMPCO-PITTSBURG CORP More: the full row for AMPCO-PITTSBURG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230,478 shares 230,478 $1.55M 0.26% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,234 shares; 2025Q1: 4,325 shares; 2025Q2: 4,417 shares; 2025Q3: 4,162 shares; 2025Q4: 4,175 shares; 2026Q1: 4,446 shares 4,446 $1.53M 0.26% +271 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,968 shares; 2025Q1: 39,604 shares; 2025Q2: 40,098 shares; 2025Q3: 39,345 shares; 2025Q4: 39,176 shares; 2026Q1: 43,060 shares 43,060 $1.53M 0.26% +3,884 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,805 shares; 2025Q1: 25,983 shares; 2025Q2: 26,832 shares; 2025Q3: 26,908 shares; 2025Q4: 29,820 shares; 2026Q1: 32,799 shares 32,799 $1.49M 0.25% +2,979 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,484 shares; 2025Q1: 7,234 shares; 2025Q2: 7,029 shares; 2025Q3: 6,319 shares; 2025Q4: 6,353 shares; 2026Q1: 3,996 shares 3,996 $1.49M 0.25% -2,357 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,703 shares; 2025Q1: 13,740 shares; 2025Q2: 13,776 shares; 2025Q3: 13,404 shares; 2025Q4: 13,441 shares; 2026Q1: 13,477 shares 13,477 $1.48M 0.25% +36 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,372 shares; 2025Q1: 4,435 shares; 2025Q2: 4,500 shares; 2025Q3: 4,389 shares; 2025Q4: 4,362 shares; 2026Q1: 4,454 shares 4,454 $1.45M 0.25% +92 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: not loaded; 2024Q4: 1,842 shares; 2025Q1: 2,148 shares; 2025Q2: 2,268 shares; 2025Q3: 2,409 shares; 2025Q4: 2,540 shares; 2026Q1: 2,642 shares 2,642 $1.43M 0.24% +102 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,528 shares; 2025Q1: 5,296 shares; 2025Q2: 5,279 shares; 2025Q3: 5,360 shares; 2025Q4: 5,452 shares; 2026Q1: 5,731 shares 5,731 $1.42M 0.24% +279 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,908 shares; 2025Q1: 7,037 shares; 2025Q2: 8,286 shares; 2025Q3: 8,425 shares; 2025Q4: 9,416 shares; 2026Q1: 9,573 shares 9,573 $1.42M 0.24% +157 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,636 shares; 2025Q1: 4,023 shares; 2025Q2: 4,228 shares; 2025Q3: 4,264 shares; 2025Q4: 4,382 shares; 2026Q1: 4,479 shares 4,479 $1.41M 0.24% +97 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,943 shares; 2025Q1: 36,744 shares; 2025Q2: 34,767 shares; 2025Q3: 35,295 shares; 2025Q4: 38,940 shares; 2026Q1: 48,517 shares 48,517 $1.41M 0.24% +9,577 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,454 shares; 2025Q1: 34,617 shares; 2025Q2: 36,011 shares; 2025Q3: 36,326 shares; 2025Q4: 36,536 shares; 2026Q1: 38,477 shares 38,477 $1.4M 0.24% +1,941 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,468 shares; 2025Q1: 58,027 shares; 2025Q2: 60,058 shares; 2025Q3: 61,387 shares; 2025Q4: 34,048 shares; 2026Q1: 35,053 shares 35,053 $1.38M 0.24% +1,005 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,715 shares; 2025Q1: 23,183 shares; 2025Q2: 26,744 shares; 2025Q3: 27,052 shares; 2025Q4: 27,453 shares; 2026Q1: 29,654 shares 29,654 $1.36M 0.23% +2,201 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,520 shares 46,520 $1.35M 0.23% new Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 45,268 shares; 2026Q1: 46,546 shares 46,546 $1.33M 0.23% +1,278 Timeline FOSL FOSSIL GROUP INC More: the full row for FOSSIL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 302,687 shares 302,687 $1.3M 0.22% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,265 shares; 2025Q1: 4,975 shares; 2025Q2: 9,298 shares; 2025Q3: 9,062 shares; 2025Q4: 8,670 shares; 2026Q1: 3,335 shares 3,335 $1.3M 0.22% -5,335 Timeline KMDA KAMADA LTD More: the full row for KAMADA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 130,625 shares; 2025Q2: 135,776 shares; 2025Q3: 141,562 shares; 2025Q4: 149,374 shares; 2026Q1: 155,456 shares 155,456 $1.3M 0.22% +6,082 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82,038 shares; 2025Q4: 86,631 shares; 2026Q1: 89,094 shares 89,094 $1.24M 0.21% +2,463 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,300 shares; 2025Q1: 5,050 shares; 2025Q2: 5,050 shares; 2025Q3: 5,050 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $1.22M 0.21% 0 Timeline ELVA ELECTROVAYA INC More: the full row for ELECTROVAYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,613 shares; 2026Q1: 155,661 shares 155,661 $1.22M 0.21% +6,048 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,322 shares; 2025Q1: 134,717 shares; 2025Q2: 134,717 shares; 2025Q3: 130,252 shares; 2025Q4: 125,303 shares; 2026Q1: 118,918 shares 118,918 $1.21M 0.21% -6,385 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,095 shares; 2025Q1: not reported; 2025Q2: 3,137 shares; 2025Q3: 2,862 shares; 2025Q4: 8,660 shares; 2026Q1: 5,797 shares 5,797 $1.18M 0.2% -2,863 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,828 shares; 2025Q1: 18,465 shares; 2025Q2: 19,136 shares; 2025Q3: 19,960 shares; 2025Q4: 21,018 shares; 2026Q1: 21,542 shares 21,542 $1.17M 0.2% +524 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,797 shares; 2025Q1: 7,785 shares; 2025Q2: 7,888 shares; 2025Q3: 7,954 shares; 2025Q4: 8,128 shares; 2026Q1: 8,649 shares 8,649 $1.13M 0.19% +521 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,478 shares; 2025Q1: 3,346 shares; 2025Q2: 3,316 shares; 2025Q3: 6,440 shares; 2025Q4: 3,236 shares; 2026Q1: 3,402 shares 3,402 $1.12M 0.19% +166 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,762 shares; 2025Q1: 4,728 shares; 2025Q2: 6,049 shares; 2025Q3: 6,061 shares; 2025Q4: 4,098 shares; 2026Q1: 4,408 shares 4,408 $1.1M 0.19% +310 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,890 shares; 2025Q1: 13,892 shares; 2025Q2: 13,894 shares; 2025Q3: 13,896 shares; 2025Q4: 14,264 shares; 2026Q1: 15,148 shares 15,148 $1.1M 0.19% +884 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,294 shares; 2025Q1: 1,564 shares; 2025Q2: 1,677 shares; 2025Q3: 2,818 shares; 2025Q4: 4,251 shares; 2026Q1: 4,541 shares 4,541 $1.1M 0.19% +290 Timeline BWAY BRAINSWAY LTD More: the full row for BRAINSWAY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,769 shares; 2025Q1: 73,273 shares; 2025Q2: 77,416 shares; 2025Q3: 82,265 shares; 2025Q4: 87,076 shares; 2026Q1: 81,519 shares 81,519 $1.08M 0.19% -5,557 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,723 shares; 2025Q1: 4,324 shares; 2025Q2: 4,568 shares; 2025Q3: 4,854 shares; 2025Q4: 5,124 shares; 2026Q1: 5,313 shares 5,313 $1.07M 0.18% +189 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,220 shares; 2025Q1: 5,695 shares; 2025Q2: 5,711 shares; 2025Q3: 23,446 shares; 2025Q4: 23,459 shares; 2026Q1: 23,474 shares 23,474 $1.06M 0.18% +15 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,128 shares; 2025Q1: 57,430 shares; 2025Q2: 56,805 shares; 2025Q3: 46,111 shares; 2025Q4: 44,245 shares; 2026Q1: 44,245 shares 44,245 $1.05M 0.18% 0 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 120,073 shares; 2025Q1: 130,959 shares; 2025Q2: 135,745 shares; 2025Q3: 141,340 shares; 2025Q4: 69,818 shares; 2026Q1: 47,268 shares 47,268 $1.03M 0.18% -22,550 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,900 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares; 2026Q1: 8,889 shares 8,889 $1.02M 0.17% +7,089 Timeline HUT HUT 8 CORP More: the full row for HUT 8 CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,900 shares; 2025Q4: not reported; 2026Q1: 21,755 shares 21,755 $1.02M 0.17% new Timeline ASRT ASSERTIO HOLDINGS INC More: the full row for ASSERTIO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,603 shares 52,603 $1M 0.17% new Timeline GPGI GPGI INC More: the full row for GPGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,416 shares; 2025Q1: 48,674 shares; 2025Q2: 50,509 shares; 2025Q3: 52,574 shares; 2025Q4: 55,400 shares; 2026Q1: 57,026 shares 57,026 $975K 0.17% +1,626 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,466 shares 51,466 $955K 0.16% new Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 94,227 shares; 2026Q1: 74,014 shares 74,014 $926K 0.16% -20,213 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,666 shares 2,666 $921K 0.16% new Timeline APYX APYX MEDICAL CORPORATION More: the full row for APYX MEDICAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,398 shares; 2026Q1: 245,920 shares 245,920 $907K 0.16% +9,522 Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,919 shares 12,919 $906K 0.15% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,235 shares; 2025Q1: 20,325 shares; 2025Q2: 20,425 shares; 2025Q3: 21,094 shares; 2025Q4: 21,503 shares; 2026Q1: 5,636 shares 5,636 $904K 0.15% -15,867 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,587 shares; 2025Q1: 16,656 shares; 2025Q2: 17,012 shares; 2025Q3: 17,022 shares; 2025Q4: 2,887 shares; 2026Q1: 4,264 shares 4,264 $882K 0.15% +1,377 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,263 shares; 2025Q1: 1,467 shares; 2025Q2: 1,548 shares; 2025Q3: 1,642 shares; 2025Q4: 1,731 shares; 2026Q1: 1,796 shares 1,796 $870K 0.15% +65 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,176 shares 29,176 $867K 0.15% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,126 shares; 2025Q3: 6,291 shares; 2025Q4: 6,145 shares; 2026Q1: 4,919 shares 4,919 $859K 0.15% -1,226 Timeline DUNK TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,098 shares; 2026Q1: 42,085 shares 42,085 $852K 0.15% +987 Timeline HIPO HIPPO HLDGS INC More: the full row for HIPPO HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,004 shares; 2025Q4: 31,674 shares; 2026Q1: 32,566 shares 32,566 $849K 0.15% +892 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,264 shares; 2025Q1: 29,288 shares; 2025Q2: 4,912 shares; 2025Q3: 4,574 shares; 2025Q4: 4,724 shares; 2026Q1: 4,858 shares 4,858 $824K 0.14% +134 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,024 shares; 2025Q1: 3,528 shares; 2025Q2: 3,728 shares; 2025Q3: 3,960 shares; 2025Q4: 4,182 shares; 2026Q1: 4,352 shares 4,352 $818K 0.14% +170 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 11,000 shares; 2025Q3: 13,000 shares; 2025Q4: 36,736 shares; 2026Q1: 42,805 shares 42,805 $803K 0.14% +6,069 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,863 shares; 2025Q1: 20,933 shares; 2025Q2: 21,809 shares; 2025Q3: 22,788 shares; 2025Q4: 23,996 shares; 2026Q1: 24,775 shares 24,775 $798K 0.14% +779 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,754 shares; 2025Q1: 3,842 shares; 2025Q2: 4,152 shares; 2025Q3: 3,936 shares; 2025Q4: 3,862 shares; 2026Q1: 3,862 shares 3,862 $790K 0.14% 0 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,266 shares 85,266 $778K 0.13% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,122 shares; 2025Q1: 2,086 shares; 2025Q2: 1,982 shares; 2025Q3: 1,515 shares; 2025Q4: 1,557 shares; 2026Q1: 1,680 shares 1,680 $778K 0.13% +123 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,853 shares 46,853 $769K 0.13% new Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,429 shares 22,429 $746K 0.13% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,450 shares; 2025Q1: 16,810 shares; 2025Q2: 20,454 shares; 2025Q3: 21,573 shares; 2025Q4: 23,265 shares; 2026Q1: 7,126 shares 7,126 $732K 0.13% -16,139 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,220 shares; 2025Q1: 8,634 shares; 2025Q2: 8,684 shares; 2025Q3: 8,987 shares; 2025Q4: 11,303 shares; 2026Q1: 14,188 shares 14,188 $712K 0.12% +2,885 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,373 shares; 2025Q1: 8,118 shares; 2025Q2: 8,433 shares; 2025Q3: 8,785 shares; 2025Q4: 9,263 shares; 2026Q1: 9,541 shares 9,541 $710K 0.12% +278 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,621 shares; 2025Q1: 5,392 shares; 2025Q2: 5,699 shares; 2025Q3: 6,061 shares; 2025Q4: 6,400 shares; 2026Q1: 6,639 shares 6,639 $705K 0.12% +239 Timeline HIMX HIMAX TECHNOLOGIES INC More: the full row for HIMAX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 89,352 shares 89,352 $703K 0.12% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,401 shares; 2025Q1: 20,746 shares; 2025Q2: 20,790 shares; 2025Q3: 20,825 shares; 2025Q4: 20,564 shares; 2026Q1: 20,925 shares 20,925 $702K 0.12% +361 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,270 shares; 2025Q1: 10,970 shares; 2025Q2: 10,470 shares; 2025Q3: 56,982 shares; 2025Q4: 56,488 shares; 2026Q1: 6,435 shares 6,435 $697K 0.12% -50,053 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,346 shares; 2025Q1: 3,457 shares; 2025Q2: 3,445 shares; 2025Q3: 3,322 shares; 2025Q4: 3,330 shares; 2026Q1: 4,479 shares 4,479 $696K 0.12% +1,149 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,170 shares; 2025Q1: 4,430 shares; 2025Q2: 4,370 shares; 2025Q3: 4,585 shares; 2025Q4: 4,040 shares; 2026Q1: 4,570 shares 4,570 $691K 0.12% +530 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: not loaded; 2024Q4: 4,710 shares; 2025Q1: 4,212 shares; 2025Q2: 3,914 shares; 2025Q3: not reported; 2025Q4: 18,256 shares; 2026Q1: 18,000 shares 18,000 $670K 0.11% -256 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,447 shares; 2025Q1: 7,444 shares; 2025Q2: 7,446 shares; 2025Q3: 7,146 shares; 2025Q4: 6,965 shares; 2026Q1: 7,683 shares 7,683 $666K 0.11% +718 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,882 shares; 2025Q1: 3,785 shares; 2025Q2: 3,775 shares; 2025Q3: 3,904 shares; 2025Q4: 4,005 shares; 2026Q1: 4,080 shares 4,080 $629K 0.11% +75 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,619 shares; 2025Q1: 21,179 shares; 2025Q2: 21,869 shares; 2025Q3: 20,326 shares; 2025Q4: 22,134 shares; 2026Q1: 23,053 shares 23,053 $615K 0.11% +919 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,131 shares; 2025Q1: 1,142 shares; 2025Q2: 870 shares; 2025Q3: 855 shares; 2025Q4: 856 shares; 2026Q1: 910 shares 910 $592K 0.1% +54 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,085 shares; 2025Q1: 1,781 shares; 2025Q2: 1,769 shares; 2025Q3: 1,765 shares; 2025Q4: 1,743 shares; 2026Q1: 2,059 shares 2,059 $591K 0.1% +316 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,978 shares; 2026Q1: 5,079 shares 5,079 $576K 0.1% +3,101 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,438 shares; 2025Q1: 2,473 shares; 2025Q2: 2,445 shares; 2025Q3: 2,060 shares; 2025Q4: 1,990 shares; 2026Q1: 2,351 shares 2,351 $575K 0.1% +361 Timeline SOXQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,058 shares; 2025Q1: 13,699 shares; 2025Q2: 13,730 shares; 2025Q3: 28,642 shares; 2025Q4: 9,339 shares; 2026Q1: 9,541 shares 9,541 $570K 0.1% +202 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,750 shares; 2025Q1: 6,696 shares; 2025Q2: 6,686 shares; 2025Q3: 6,596 shares; 2025Q4: 6,488 shares; 2026Q1: 4,983 shares 4,983 $564K 0.1% -1,505 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,218 shares; 2025Q1: 8,373 shares; 2025Q2: 8,428 shares; 2025Q3: 7,116 shares; 2025Q4: 22,000 shares; 2026Q1: 7,189 shares 7,189 $558K 0.1% -14,811 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,589 shares; 2025Q1: 3,819 shares; 2025Q2: 3,819 shares; 2025Q3: 7,628 shares; 2025Q4: 3,777 shares; 2026Q1: 4,448 shares 4,448 $557K 0.1% +671 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $555K 0.09% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,973 shares; 2025Q1: 3,974 shares; 2025Q2: 3,874 shares; 2025Q3: 3,774 shares; 2025Q4: 3,774 shares; 2026Q1: 3,774 shares 3,774 $552K 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,586 shares; 2025Q1: 1,598 shares; 2025Q2: 1,568 shares; 2025Q3: 1,525 shares; 2025Q4: 1,513 shares; 2026Q1: 1,943 shares 1,943 $551K 0.09% +430 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,032 shares; 2025Q1: 2,016 shares; 2025Q2: 8,700 shares; 2025Q3: 2,542 shares; 2025Q4: 2,027 shares; 2026Q1: 2,033 shares 2,033 $550K 0.09% +6 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,203 shares; 2025Q1: 7,234 shares; 2025Q2: 7,649 shares; 2025Q3: 7,898 shares; 2025Q4: 8,783 shares; 2026Q1: 8,881 shares 8,881 $548K 0.09% +98 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: not reported; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $537K 0.09% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,496 shares; 2025Q1: 7,936 shares; 2025Q2: 4,875 shares; 2025Q3: 4,815 shares; 2025Q4: 4,815 shares; 2026Q1: 4,351 shares 4,351 $534K 0.09% -464 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: not loaded; 2024Q4: 5,187 shares; 2025Q1: 5,230 shares; 2025Q2: 5,012 shares; 2025Q3: 4,999 shares; 2025Q4: 5,064 shares; 2026Q1: 5,376 shares 5,376 $525K 0.09% +312 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,512 shares 6,512 $521K 0.09% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,252 shares; 2025Q1: 5,212 shares; 2025Q2: 5,119 shares; 2025Q3: 5,122 shares; 2025Q4: 5,764 shares; 2026Q1: 6,818 shares 6,818 $518K 0.09% +1,054 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 995 shares; 2025Q1: 995 shares; 2025Q2: 1,091 shares; 2025Q3: 2,152 shares; 2025Q4: 1,076 shares; 2026Q1: 1,116 shares 1,116 $514K 0.09% +40 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 487 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 576 shares 576 $503K 0.09% +100 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,866 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares; 2026Q1: 5,533 shares 5,533 $501K 0.09% +923 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,951 shares; 2025Q1: 1,856 shares; 2025Q2: 1,856 shares; 2025Q3: 1,856 shares; 2025Q4: 3,704 shares; 2026Q1: 3,750 shares 3,750 $498K 0.09% +46 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,276 shares; 2025Q1: 5,203 shares; 2025Q2: 5,564 shares; 2025Q3: 5,519 shares; 2025Q4: 5,299 shares; 2026Q1: 5,138 shares 5,138 $477K 0.08% -161 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,821 shares; 2025Q1: 3,731 shares; 2025Q2: 3,713 shares; 2025Q3: 3,623 shares; 2025Q4: 3,501 shares; 2026Q1: 3,958 shares 3,958 $476K 0.08% +457 Timeline BH BIGLARI HLDGS INC More: the full row for BIGLARI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,401 shares 1,401 $462K 0.08% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,607 shares; 2025Q1: 13,636 shares; 2025Q2: 15,932 shares; 2025Q3: 17,620 shares; 2025Q4: 18,059 shares; 2026Q1: 18,418 shares 18,418 $456K 0.08% +359 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,690 shares; 2025Q1: 1,650 shares; 2025Q2: 1,626 shares; 2025Q3: 1,579 shares; 2025Q4: 3,693 shares; 2026Q1: 4,052 shares 4,052 $442K 0.08% +359 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,859 shares; 2025Q4: 12,859 shares; 2026Q1: 12,859 shares 12,859 $437K 0.07% 0 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,246 shares; 2025Q1: 3,758 shares; 2025Q2: 3,971 shares; 2025Q3: 4,222 shares; 2025Q4: 4,466 shares; 2026Q1: 4,630 shares 4,630 $434K 0.07% +164 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,513 shares; 2025Q1: 2,637 shares; 2025Q2: 2,654 shares; 2025Q3: 2,665 shares; 2025Q4: 2,584 shares; 2026Q1: 2,589 shares 2,589 $428K 0.07% +5 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 813 shares; 2025Q1: 823 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 816 shares; 2026Q1: 973 shares 973 $424K 0.07% +157 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,510 shares; 2025Q1: 1,508 shares; 2025Q2: 1,476 shares; 2025Q3: 1,236 shares; 2025Q4: 1,218 shares; 2026Q1: 1,231 shares 1,231 $423K 0.07% +13 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,437 shares; 2026Q1: 6,974 shares 6,974 $417K 0.07% +3,537 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 540,473 shares; 2025Q1: 578,754 shares; 2025Q2: 605,827 shares; 2025Q3: 282,175 shares; 2025Q4: 33,830 shares; 2026Q1: 30,803 shares 30,803 $417K 0.07% -3,027 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,218 shares; 2025Q1: 6,775 shares; 2025Q2: 6,558 shares; 2025Q3: 6,187 shares; 2025Q4: 6,120 shares; 2026Q1: 6,348 shares 6,348 $407K 0.07% +228 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 27,120 shares; 2025Q2: 27,178 shares; 2025Q3: 27,220 shares; 2025Q4: 27,262 shares; 2026Q1: 32,797 shares 32,797 $395K 0.07% +5,535 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,473 shares; 2025Q4: 7,473 shares; 2026Q1: 7,473 shares 7,473 $394K 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,989 shares; 2025Q1: 3,962 shares; 2025Q2: 3,970 shares; 2025Q3: 3,977 shares; 2025Q4: 4,495 shares; 2026Q1: 3,997 shares 3,997 $386K 0.07% -498 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,876 shares; 2025Q1: 9,913 shares; 2025Q2: 10,620 shares; 2025Q3: 10,974 shares; 2025Q4: 11,022 shares; 2026Q1: 10,607 shares 10,607 $383K 0.07% -415 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,585 shares; 2025Q1: 7,116 shares; 2025Q2: 8,310 shares; 2025Q3: 9,128 shares; 2025Q4: 9,353 shares; 2026Q1: 9,538 shares 9,538 $383K 0.07% +185 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,177 shares; 2025Q1: 3,362 shares; 2025Q2: 3,342 shares; 2025Q3: 2,805 shares; 2025Q4: 2,687 shares; 2026Q1: 2,648 shares 2,648 $383K 0.07% -39 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,318 shares 3,318 $380K 0.07% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,073 shares 2,073 $372K 0.06% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 1,953 shares; 2025Q2: 1,956 shares; 2025Q3: 1,958 shares; 2025Q4: 2,325 shares; 2026Q1: 2,530 shares 2,530 $371K 0.06% +205 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,281 shares 6,281 $369K 0.06% new 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: not loaded; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,450 shares; 2025Q4: 2,350 shares; 2026Q1: 2,352 shares 2,352 $366K 0.06% +2 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,413 shares; 2025Q1: 40,256 shares; 2025Q2: 21,753 shares; 2025Q3: 19,140 shares; 2025Q4: 16,341 shares; 2026Q1: 3,589 shares 3,589 $361K 0.06% -12,752 Timeline DIVE TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,704 shares; 2026Q1: 14,968 shares 14,968 $361K 0.06% +264 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,646 shares; 2025Q1: 4,086 shares; 2025Q2: 4,108 shares; 2025Q3: 3,643 shares; 2025Q4: 4,386 shares; 2026Q1: 5,299 shares 5,299 $351K 0.06% +913 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares 3,120 $345K 0.06% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,463 shares; 2025Q1: 1,963 shares; 2025Q2: 1,963 shares; 2025Q3: 1,727 shares; 2025Q4: 1,727 shares; 2026Q1: 1,815 shares 1,815 $339K 0.06% +88 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,343 shares 4,343 $336K 0.06% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,780 shares; 2026Q1: 4,745 shares 4,745 $331K 0.06% +965 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,052 shares; 2025Q4: 4,101 shares; 2026Q1: 2,440 shares 2,440 $331K 0.06% -1,661 Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,910 shares; 2026Q1: 17,992 shares 17,992 $331K 0.06% +82 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 220 shares 220 $324K 0.06% new Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,498 shares; 2025Q1: 3,508 shares; 2025Q2: 3,517 shares; 2025Q3: 3,523 shares; 2025Q4: 3,529 shares; 2026Q1: 3,535 shares 3,535 $320K 0.05% +6 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $312K 0.05% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 354 shares; 2026Q1: 440 shares 440 $307K 0.05% +86 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,897 shares 5,897 $306K 0.05% new Timeline TABD 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,191 shares 12,191 $304K 0.05% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,839 shares; 2025Q1: 3,858 shares; 2025Q2: 3,873 shares; 2025Q3: 4,078 shares; 2025Q4: 4,083 shares; 2026Q1: 4,599 shares 4,599 $303K 0.05% +516 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,195 shares; 2025Q1: 4,195 shares; 2025Q2: 4,270 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $302K 0.05% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,119 shares 1,119 $298K 0.05% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,621 shares; 2025Q1: 2,604 shares; 2025Q2: 2,612 shares; 2025Q3: 2,619 shares; 2025Q4: 2,747 shares; 2026Q1: 1,441 shares 1,441 $297K 0.05% -1,306 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 90,166 shares; 2025Q1: 67,369 shares; 2025Q2: 67,369 shares; 2025Q3: 67,369 shares; 2025Q4: 67,369 shares; 2026Q1: 57,532 shares 57,532 $293K 0.05% -9,837 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,093 shares; 2025Q1: 2,985 shares; 2025Q2: 2,883 shares; 2025Q3: 2,883 shares; 2025Q4: 2,911 shares; 2026Q1: 2,911 shares 2,911 $293K 0.05% 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: not loaded; 2024Q4: not reported; 2025Q1: 17,161 shares; 2025Q2: 15,718 shares; 2025Q3: 14,644 shares; 2025Q4: 13,026 shares; 2026Q1: 12,778 shares 12,778 $291K 0.05% -248 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,888 shares; 2025Q1: 5,847 shares; 2025Q2: 5,873 shares; 2025Q3: 5,889 shares; 2025Q4: 6,183 shares; 2026Q1: 6,210 shares 6,210 $285K 0.05% +27 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,808 shares; 2025Q1: 5,811 shares; 2025Q2: 5,813 shares; 2025Q3: 5,766 shares; 2025Q4: 5,767 shares; 2026Q1: 5,770 shares 5,770 $281K 0.05% +3 Timeline TSEM TOWER SEMICONDUCTOR LTD More: the full row for TOWER SEMICONDUCTOR LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,570 shares 1,570 $276K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,241 shares; 2025Q1: 21,083 shares; 2025Q2: 20,711 shares; 2025Q3: 20,326 shares; 2025Q4: 20,428 shares; 2026Q1: 23,027 shares 23,027 $266K 0.05% +2,599 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,197 shares; 2025Q1: 3,197 shares; 2025Q2: 3,197 shares; 2025Q3: 3,197 shares; 2025Q4: 3,197 shares; 2026Q1: 3,197 shares 3,197 $265K 0.05% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,188 shares; 2025Q1: 1,991 shares; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 1,991 shares 1,991 $264K 0.05% 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: not loaded; 2024Q4: not reported; 2025Q1: 2,342 shares; 2025Q2: 2,395 shares; 2025Q3: 1,886 shares; 2025Q4: 1,925 shares; 2026Q1: 1,944 shares 1,944 $264K 0.05% +19 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,999 shares; 2025Q1: 4,999 shares; 2025Q2: 4,769 shares; 2025Q3: 4,769 shares; 2025Q4: 4,884 shares; 2026Q1: 5,333 shares 5,333 $263K 0.05% +449 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,641 shares; 2025Q1: 1,616 shares; 2025Q2: 1,618 shares; 2025Q3: 1,649 shares; 2025Q4: 1,651 shares; 2026Q1: 1,245 shares 1,245 $263K 0.04% -406 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,700 shares; 2025Q4: 7,700 shares; 2026Q1: 7,700 shares 7,700 $261K 0.04% 0 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,691 shares 21,691 $258K 0.04% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,440 shares; 2025Q4: 3,440 shares; 2026Q1: 3,440 shares 3,440 $256K 0.04% 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: not loaded; 2024Q4: 5,773 shares; 2025Q1: 5,716 shares; 2025Q2: 6,142 shares; 2025Q3: 4,152 shares; 2025Q4: 4,111 shares; 2026Q1: 4,168 shares 4,168 $255K 0.04% +57 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,610 shares; 2026Q1: 3,610 shares 3,610 $253K 0.04% 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: not loaded; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 506 shares; 2025Q4: 497 shares; 2026Q1: 499 shares 499 $249K 0.04% +2 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: not loaded; 2024Q4: 305 shares; 2025Q1: 295 shares; 2025Q2: 289 shares; 2025Q3: 556 shares; 2025Q4: 240 shares; 2026Q1: 226 shares 226 $247K 0.04% -14 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,470 shares; 2026Q1: 1,520 shares 1,520 $246K 0.04% +50 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares; 2026Q1: 2,300 shares 2,300 $246K 0.04% 0 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,272 shares; 2025Q4: 2,136 shares; 2026Q1: 2,136 shares 2,136 $245K 0.04% 0 Timeline TAFM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,200 shares; 2025Q4: 9,200 shares; 2026Q1: 9,700 shares 9,700 $245K 0.04% +500 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,253 shares; 2025Q4: 6,253 shares; 2026Q1: 6,253 shares 6,253 $243K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,251 shares; 2025Q4: 4,263 shares; 2026Q1: 4,476 shares 4,476 $242K 0.04% +213 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,300 shares 2,300 $239K 0.04% new 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: not loaded; 2024Q4: 19,416 shares; 2025Q1: 16,435 shares; 2025Q2: 16,294 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,314 shares 8,314 $228K 0.04% new Timeline HYI WESTERN ASSET HIGH YIELD OPP More: the full row for WESTERN ASSET HIGH YIELD OPP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 341,886 shares; 2025Q1: 361,460 shares; 2025Q2: 380,997 shares; 2025Q3: 328,429 shares; 2025Q4: 22,329 shares; 2026Q1: 21,297 shares 21,297 $227K 0.04% -1,032 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,380 shares; 2025Q1: 2,373 shares; 2025Q2: 2,373 shares; 2025Q3: 2,220 shares; 2025Q4: 2,135 shares; 2026Q1: 2,058 shares 2,058 $226K 0.04% -77 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,612 shares; 2025Q1: not reported; 2025Q2: 9,151 shares; 2025Q3: 9,214 shares; 2025Q4: 9,379 shares; 2026Q1: 9,520 shares 9,520 $222K 0.04% +141 Timeline LOAR LOAR HOLDINGS INC More: the full row for LOAR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,295 shares; 2025Q1: 11,477 shares; 2025Q2: 12,155 shares; 2025Q3: 11,740 shares; 2025Q4: 11,769 shares; 2026Q1: 3,878 shares 3,878 $222K 0.04% -7,891 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,119 shares; 2025Q2: 3,204 shares; 2025Q3: 2,984 shares; 2025Q4: 19,570 shares; 2026Q1: 2,290 shares 2,290 $220K 0.04% -17,280 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,116 shares 1,116 $219K 0.04% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,524 shares 3,524 $216K 0.04% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 773 shares 773 $216K 0.04% +1 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,564 shares; 2025Q3: 11,522 shares; 2025Q4: 11,920 shares; 2026Q1: 12,139 shares 12,139 $215K 0.04% +219 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,925 shares 1,925 $213K 0.04% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,361 shares; 2025Q1: 2,340 shares; 2025Q2: 2,305 shares; 2025Q3: 1,960 shares; 2025Q4: 1,836 shares; 2026Q1: 1,766 shares 1,766 $211K 0.04% -70 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: not loaded; 2024Q4: 888 shares; 2025Q1: 880 shares; 2025Q2: 877 shares; 2025Q3: 879 shares; 2025Q4: 4,545 shares; 2026Q1: 2,001 shares 2,001 $209K 0.04% -2,544 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,072 shares 2,072 $209K 0.04% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,070 shares; 2025Q1: 1,050 shares; 2025Q2: 973 shares; 2025Q3: 883 shares; 2025Q4: 883 shares; 2026Q1: 883 shares 883 $207K 0.04% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $206K 0.04% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,132 shares 2,132 $203K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,155 shares; 2026Q1: 1,015 shares 1,015 $202K 0.03% -140 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,536 shares 1,536 $201K 0.03% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,831 shares 4,831 $201K 0.03% new Timeline XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,743 shares; 2025Q1: 18,250 shares; 2025Q2: 18,576 shares; 2025Q3: 18,904 shares; 2025Q4: 19,117 shares; 2026Q1: 20,361 shares 20,361 $188K 0.03% +1,244 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: not loaded; 2024Q4: 13,860 shares; 2025Q1: 13,846 shares; 2025Q2: 14,494 shares; 2025Q3: 13,820 shares; 2025Q4: 13,810 shares; 2026Q1: 13,806 shares 13,806 $187K 0.03% -4 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,108 shares; 2025Q1: 10,037 shares; 2025Q2: 10,051 shares; 2025Q3: 10,063 shares; 2025Q4: 10,228 shares; 2026Q1: 10,244 shares 10,244 $166K 0.03% +16 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,061 shares; 2025Q1: 23,061 shares; 2025Q2: 23,061 shares; 2025Q3: 22,061 shares; 2025Q4: 20,964 shares; 2026Q1: 21,964 shares 21,964 $144K 0.02% +1,000 Timeline GDO WSTRN AST GLBL CORP OPP FD I More: the full row for WSTRN AST GLBL CORP OPP FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,891 shares; 2025Q1: 15,891 shares; 2025Q2: 15,891 shares; 2025Q3: 13,391 shares; 2025Q4: 13,391 shares; 2026Q1: 13,391 shares 13,391 $144K 0.02% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,720 shares; 2025Q4: 16,720 shares; 2026Q1: 16,720 shares 16,720 $126K 0.02% 0 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 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 $53.2K 0.01% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,320 shares; 2025Q1: 14,589 shares; 2025Q2: 14,889 shares; 2025Q3: 15,205 shares; 2025Q4: 15,562 shares; 2026Q1: 15,943 shares 15,943 $51.3K 0.01% +381 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,900 shares; 2026Q1: 70,900 shares 70,900 $45.5K 0.01% 0 Timeline ITRG INTEGRA RES CORP More: the full row for INTEGRA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 42,000 shares; 2025Q4: 16,000 shares; 2026Q1: 16,000 shares 16,000 $43.7K 0.01% 0 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,312 shares; 2025Q1: 13,279 shares; 2025Q2: 13,279 shares; 2025Q3: 13,279 shares; 2025Q4: 13,114 shares; 2026Q1: 13,114 shares 13,114 $37.2K 0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,900 shares; 2025Q3: 13,900 shares; 2025Q4: 13,900 shares; 2026Q1: 13,900 shares 13,900 $34.5K 0.01% 0 Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $20.5K <0.01% 0 Timeline