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: 395,896 shares; 2024Q4: 377,964 shares; 2025Q1: 371,367 shares; 2025Q2: 378,848 shares; 2025Q3: 412,275 shares; 2025Q4: 380,654 shares; 2026Q1: 389,900 shares 389,900 $99M 7.05% +9,246 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: 63,887 shares; 2024Q4: 71,845 shares; 2025Q1: 74,093 shares; 2025Q2: 80,851 shares; 2025Q3: 122,836 shares; 2025Q4: 120,530 shares; 2026Q1: 124,461 shares 124,461 $80.9M 5.76% +3,931 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,618 shares; 2024Q4: 287,105 shares; 2025Q1: 277,905 shares; 2025Q2: 349,287 shares; 2025Q3: 417,597 shares; 2025Q4: 309,414 shares; 2026Q1: 307,496 shares 307,496 $53.6M 3.82% -1,918 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: 200,669 shares; 2024Q4: 191,723 shares; 2025Q1: 192,129 shares; 2025Q2: 210,144 shares; 2025Q3: 224,460 shares; 2025Q4: 206,809 shares; 2026Q1: 215,208 shares 215,208 $44.8M 3.19% +8,399 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: 85,508 shares; 2024Q4: 81,306 shares; 2025Q1: 83,979 shares; 2025Q2: 89,785 shares; 2025Q3: 95,462 shares; 2025Q4: 97,890 shares; 2026Q1: 106,030 shares 106,030 $39.2M 2.79% +8,140 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: 65,274 shares; 2024Q4: 62,301 shares; 2025Q1: 67,106 shares; 2025Q2: 75,627 shares; 2025Q3: 87,070 shares; 2025Q4: 76,435 shares; 2026Q1: 87,368 shares 87,368 $37.6M 2.68% +10,933 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: 55,238 shares; 2024Q4: 56,958 shares; 2025Q1: 63,054 shares; 2025Q2: 65,670 shares; 2025Q3: 70,323 shares; 2025Q4: 67,280 shares; 2026Q1: 70,753 shares 70,753 $33.9M 2.41% +3,473 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: 96,319 shares; 2024Q4: 101,760 shares; 2025Q1: 109,493 shares; 2025Q2: 121,582 shares; 2025Q3: 106,798 shares; 2025Q4: 108,386 shares; 2026Q1: 108,011 shares 108,011 $31.1M 2.21% -375 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: 71,254 shares; 2024Q4: 71,231 shares; 2025Q1: 71,433 shares; 2025Q2: 71,369 shares; 2025Q3: 71,350 shares; 2025Q4: 71,344 shares; 2026Q1: 71,575 shares 71,575 $29.8M 2.12% +231 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: 37,974 shares; 2024Q4: 34,940 shares; 2025Q1: 37,243 shares; 2025Q2: 40,544 shares; 2025Q3: 44,604 shares; 2025Q4: 46,547 shares; 2026Q1: 50,705 shares 50,705 $29M 2.07% +4,158 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: 29,147 shares; 2024Q4: 31,577 shares; 2025Q1: 36,485 shares; 2025Q2: 41,079 shares; 2025Q3: 60,275 shares; 2025Q4: 55,123 shares; 2026Q1: 49,920 shares 49,920 $28.8M 2.05% -5,203 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,342 shares; 2024Q4: 397,160 shares; 2025Q1: 394,540 shares; 2025Q2: 389,932 shares; 2025Q3: 425,931 shares; 2025Q4: 363,530 shares; 2026Q1: 404,376 shares 404,376 $27.6M 1.96% +40,846 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: 60,871 shares; 2024Q4: 53,666 shares; 2025Q1: 52,776 shares; 2025Q2: 58,562 shares; 2025Q3: 64,728 shares; 2025Q4: 61,207 shares; 2026Q1: 65,604 shares 65,604 $18.8M 1.34% +4,397 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: 41,188 shares; 2024Q4: 36,589 shares; 2025Q1: 45,756 shares; 2025Q2: 49,582 shares; 2025Q3: 56,340 shares; 2025Q4: 38,861 shares; 2026Q1: 44,705 shares 44,705 $16.6M 1.18% +5,844 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,333 shares; 2024Q4: 17,645 shares; 2025Q1: 19,783 shares; 2025Q2: 21,523 shares; 2025Q3: 24,724 shares; 2025Q4: 23,024 shares; 2026Q1: 25,751 shares 25,751 $15.4M 1.1% +2,727 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,510 shares; 2024Q4: 37,485 shares; 2025Q1: 44,398 shares; 2025Q2: 47,419 shares; 2025Q3: 56,512 shares; 2025Q4: 62,689 shares; 2026Q1: 74,862 shares 74,862 $14.4M 1.02% +12,173 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: 7,350 shares; 2024Q4: 11,661 shares; 2025Q1: 12,885 shares; 2025Q2: 14,592 shares; 2025Q3: 19,840 shares; 2025Q4: 18,839 shares; 2026Q1: 20,128 shares 20,128 $13.1M 0.94% +1,289 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: 33,166 shares; 2024Q4: 32,387 shares; 2025Q1: 32,203 shares; 2025Q2: 34,001 shares; 2025Q3: 33,774 shares; 2025Q4: 34,917 shares; 2026Q1: 35,286 shares 35,286 $10.4M 0.74% +369 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,636 shares; 2024Q4: 117,509 shares; 2025Q1: 121,074 shares; 2025Q2: 151,862 shares; 2025Q3: 266,208 shares; 2025Q4: 230,203 shares; 2026Q1: 261,236 shares 261,236 $10M 0.71% +31,033 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: 7,367 shares; 2024Q4: 6,902 shares; 2025Q1: 7,526 shares; 2025Q2: 8,175 shares; 2025Q3: 8,976 shares; 2025Q4: 88,373 shares; 2026Q1: 98,766 shares 98,766 $9.5M 0.68% +10,393 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: 21,713 shares; 2024Q4: 20,386 shares; 2025Q1: 26,975 shares; 2025Q2: 27,490 shares; 2025Q3: 30,696 shares; 2025Q4: 33,672 shares; 2026Q1: 30,546 shares 30,546 $9.45M 0.67% -3,126 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,883 shares; 2024Q4: 72,247 shares; 2025Q1: 70,363 shares; 2025Q2: 70,759 shares; 2025Q3: 69,515 shares; 2025Q4: 97,689 shares; 2026Q1: 93,818 shares 93,818 $9.31M 0.66% -3,871 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236,280 shares; 2024Q4: 273,565 shares; 2025Q1: 279,108 shares; 2025Q2: 275,710 shares; 2025Q3: 312,318 shares; 2025Q4: 270,511 shares; 2026Q1: 302,443 shares 302,443 $8.99M 0.64% +31,932 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,152 shares; 2024Q4: 159,447 shares; 2025Q1: 162,177 shares; 2025Q2: 152,747 shares; 2025Q3: 167,824 shares; 2025Q4: 274,117 shares; 2026Q1: 360,967 shares 360,967 $8.8M 0.63% +86,850 Timeline CPAI NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,290 shares; 2026Q1: 209,367 shares 209,367 $8.75M 0.62% +152,077 Timeline CBLS ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185,371 shares; 2026Q1: 298,921 shares 298,921 $8.58M 0.61% +113,550 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: 5,023 shares; 2024Q4: 4,926 shares; 2025Q1: 5,410 shares; 2025Q2: 5,293 shares; 2025Q3: 8,230 shares; 2025Q4: 8,926 shares; 2026Q1: 8,474 shares 8,474 $8.44M 0.6% -452 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: 46,904 shares; 2024Q4: 39,355 shares; 2025Q1: 46,192 shares; 2025Q2: 48,382 shares; 2025Q3: 50,603 shares; 2025Q4: 46,474 shares; 2026Q1: 47,631 shares 47,631 $8.08M 0.58% +1,157 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: 11,774 shares; 2024Q4: 12,513 shares; 2025Q1: 17,793 shares; 2025Q2: 16,844 shares; 2025Q3: 19,179 shares; 2025Q4: 19,229 shares; 2026Q1: 21,485 shares 21,485 $7.26M 0.52% +2,256 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: 25,114 shares; 2024Q4: 24,313 shares; 2025Q1: 24,710 shares; 2025Q2: 25,030 shares; 2025Q3: 24,464 shares; 2025Q4: 23,294 shares; 2026Q1: 23,979 shares 23,979 $7.25M 0.52% +685 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,262 shares; 2024Q4: 16,888 shares; 2025Q1: 16,833 shares; 2025Q2: 17,011 shares; 2025Q3: 20,820 shares; 2025Q4: 20,962 shares; 2026Q1: 22,264 shares 22,264 $7.14M 0.51% +1,302 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: 12,451 shares; 2024Q4: 10,615 shares; 2025Q1: 11,454 shares; 2025Q2: 12,491 shares; 2025Q3: 13,131 shares; 2025Q4: 13,431 shares; 2026Q1: 13,944 shares 13,944 $6.97M 0.5% +513 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: 22,497 shares; 2024Q4: 40,656 shares; 2025Q1: 35,536 shares; 2025Q2: 39,364 shares; 2025Q3: 45,105 shares; 2025Q4: 44,967 shares; 2026Q1: 47,268 shares 47,268 $6.91M 0.49% +2,301 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: 31,482 shares; 2024Q4: 34,022 shares; 2025Q1: 35,439 shares; 2025Q2: 32,410 shares; 2025Q3: 32,524 shares; 2025Q4: 34,818 shares; 2026Q1: 33,370 shares 33,370 $6.55M 0.47% -1,448 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: 50,604 shares; 2024Q4: 46,779 shares; 2025Q1: 53,086 shares; 2025Q2: 55,088 shares; 2025Q3: 55,304 shares; 2025Q4: 49,204 shares; 2026Q1: 52,194 shares 52,194 $6.49M 0.46% +2,990 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,235 shares 125,235 $6.42M 0.46% new 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: 6,570 shares; 2024Q4: 5,496 shares; 2025Q1: 6,273 shares; 2025Q2: 5,934 shares; 2025Q3: 6,151 shares; 2025Q4: 6,655 shares; 2026Q1: 6,549 shares 6,549 $6.02M 0.43% -106 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: 10,592 shares; 2024Q4: 11,309 shares; 2025Q1: 11,004 shares; 2025Q2: 11,550 shares; 2025Q3: 12,722 shares; 2025Q4: 12,176 shares; 2026Q1: 12,795 shares 12,795 $5.93M 0.42% +619 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 6 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $5.75M 0.41% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,111 shares; 2024Q4: 24,265 shares; 2025Q1: 22,649 shares; 2025Q2: 22,500 shares; 2025Q3: 21,620 shares; 2025Q4: 21,747 shares; 2026Q1: 24,121 shares 24,121 $5.45M 0.39% +2,374 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: 23,090 shares; 2024Q4: 20,417 shares; 2025Q1: 21,661 shares; 2025Q2: 21,141 shares; 2025Q3: 20,041 shares; 2025Q4: 21,208 shares; 2026Q1: 21,892 shares 21,892 $5.35M 0.38% +684 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,468 shares; 2024Q4: 46,739 shares; 2025Q1: 50,851 shares; 2025Q2: 52,098 shares; 2025Q3: 56,628 shares; 2025Q4: 62,956 shares; 2026Q1: 68,221 shares 68,221 $5.26M 0.37% +5,265 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: 26,101 shares; 2024Q4: 23,129 shares; 2025Q1: 22,745 shares; 2025Q2: 22,247 shares; 2025Q3: 27,449 shares; 2025Q4: 27,848 shares; 2026Q1: 25,672 shares 25,672 $5.22M 0.37% -2,176 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: 13,987 shares; 2024Q4: 14,473 shares; 2025Q1: 13,646 shares; 2025Q2: 14,089 shares; 2025Q3: 14,626 shares; 2025Q4: 15,949 shares; 2026Q1: 15,295 shares 15,295 $5.17M 0.37% -654 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,575 shares; 2024Q4: 28,446 shares; 2025Q1: 39,211 shares; 2025Q2: 36,920 shares; 2025Q3: 48,830 shares; 2025Q4: 52,162 shares; 2026Q1: 57,114 shares 57,114 $5.04M 0.36% +4,952 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,664 shares; 2024Q4: 32,601 shares; 2025Q1: 32,604 shares; 2025Q2: 32,759 shares; 2025Q3: 32,778 shares; 2025Q4: 32,717 shares; 2026Q1: 33,051 shares 33,051 $4.8M 0.34% +334 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: 112,700 shares; 2024Q4: 87,552 shares; 2025Q1: 79,721 shares; 2025Q2: 87,930 shares; 2025Q3: 87,019 shares; 2025Q4: 85,492 shares; 2026Q1: 92,555 shares 92,555 $4.51M 0.32% +7,063 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,186 shares; 2024Q4: 55,589 shares; 2025Q1: 77,684 shares; 2025Q2: 111,331 shares; 2025Q3: 82,271 shares; 2025Q4: 76,560 shares; 2026Q1: 79,436 shares 79,436 $4.5M 0.32% +2,876 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: 18,189 shares; 2024Q4: 20,149 shares; 2025Q1: 19,037 shares; 2025Q2: 22,538 shares; 2025Q3: 23,490 shares; 2025Q4: 22,678 shares; 2026Q1: 21,562 shares 21,562 $4.46M 0.32% -1,116 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 1,777 shares; 2025Q1: 1,496 shares; 2025Q2: 3,627 shares; 2025Q3: 7,912 shares; 2025Q4: 25,281 shares; 2026Q1: 23,256 shares 23,256 $4.46M 0.32% -2,025 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,828 shares; 2024Q4: 10,460 shares; 2025Q1: 10,550 shares; 2025Q2: 12,994 shares; 2025Q3: 11,808 shares; 2025Q4: 12,082 shares; 2026Q1: 65,085 shares 65,085 $4.46M 0.32% +53,003 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,184 shares; 2024Q4: 155,006 shares; 2025Q1: 175,114 shares; 2025Q2: 173,419 shares; 2025Q3: 177,849 shares; 2025Q4: 149,704 shares; 2026Q1: 141,131 shares 141,131 $4.33M 0.31% -8,573 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: 7,537 shares; 2024Q4: 8,289 shares; 2025Q1: 8,515 shares; 2025Q2: 12,652 shares; 2025Q3: 13,741 shares; 2025Q4: 17,928 shares; 2026Q1: 21,564 shares 21,564 $4.29M 0.31% +3,636 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,651 shares; 2024Q4: 113,671 shares; 2025Q1: 128,212 shares; 2025Q2: 129,002 shares; 2025Q3: 139,759 shares; 2025Q4: 149,440 shares; 2026Q1: 149,346 shares 149,346 $4.29M 0.31% -94 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: 18,508 shares; 2024Q4: 18,221 shares; 2025Q1: 17,177 shares; 2025Q2: 17,283 shares; 2025Q3: 17,125 shares; 2025Q4: 17,001 shares; 2026Q1: 17,034 shares 17,034 $4.16M 0.3% +33 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,801 shares; 2024Q4: 5,014 shares; 2025Q1: 10,542 shares; 2025Q2: 11,542 shares; 2025Q3: 11,797 shares; 2025Q4: 11,763 shares; 2026Q1: 11,272 shares 11,272 $4.14M 0.29% -491 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: 34,718 shares; 2024Q4: 37,463 shares; 2025Q1: 33,193 shares; 2025Q2: 32,606 shares; 2025Q3: 32,474 shares; 2025Q4: 32,967 shares; 2026Q1: 35,203 shares 35,203 $4.05M 0.29% +2,236 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,828 shares; 2024Q4: 37,703 shares; 2025Q1: 36,866 shares; 2025Q2: 37,696 shares; 2025Q3: 37,923 shares; 2025Q4: 38,778 shares; 2026Q1: 53,754 shares 53,754 $4.04M 0.29% +14,976 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,844 shares; 2024Q4: 37,055 shares; 2025Q1: 33,941 shares; 2025Q2: 35,454 shares; 2025Q3: 34,469 shares; 2025Q4: 44,067 shares; 2026Q1: 47,797 shares 47,797 $4.04M 0.29% +3,730 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,948 shares; 2024Q4: 2,554 shares; 2025Q1: 2,247 shares; 2025Q2: 3,121 shares; 2025Q3: 3,459 shares; 2025Q4: 3,039 shares; 2026Q1: 3,047 shares 3,047 $4.02M 0.29% +8 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,107 shares; 2024Q4: 3,486 shares; 2025Q1: 4,046 shares; 2025Q2: 4,100 shares; 2025Q3: 5,007 shares; 2025Q4: 4,085 shares; 2026Q1: 4,489 shares 4,489 $3.8M 0.27% +404 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: 17,145 shares; 2024Q4: 22,280 shares; 2025Q1: 19,573 shares; 2025Q2: 18,773 shares; 2025Q3: 22,394 shares; 2025Q4: 16,629 shares; 2026Q1: 15,197 shares 15,197 $3.77M 0.27% -1,432 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,781 shares; 2024Q4: 14,053 shares; 2025Q1: 15,640 shares; 2025Q2: 17,965 shares; 2025Q3: 20,501 shares; 2025Q4: 25,667 shares; 2026Q1: 26,824 shares 26,824 $3.71M 0.26% +1,157 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: 48,511 shares; 2024Q4: 46,770 shares; 2025Q1: 25,861 shares; 2025Q2: 39,706 shares; 2025Q3: 37,528 shares; 2025Q4: 86,387 shares; 2026Q1: 60,539 shares 60,539 $3.71M 0.26% -25,848 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,495 shares; 2024Q4: 40,259 shares; 2025Q1: 41,180 shares; 2025Q2: 39,446 shares; 2025Q3: 43,545 shares; 2025Q4: 27,441 shares; 2026Q1: 30,594 shares 30,594 $3.67M 0.26% +3,153 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,897 shares; 2024Q4: 36,150 shares; 2025Q1: 34,786 shares; 2025Q2: 34,798 shares; 2025Q3: 39,596 shares; 2025Q4: 36,210 shares; 2026Q1: 33,188 shares 33,188 $3.66M 0.26% -3,022 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,838 shares; 2024Q4: 9,552 shares; 2025Q1: 8,539 shares; 2025Q2: 9,119 shares; 2025Q3: 9,210 shares; 2025Q4: 8,708 shares; 2026Q1: 9,409 shares 9,409 $3.61M 0.26% +701 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: 48,050 shares; 2024Q4: 43,895 shares; 2025Q1: 46,323 shares; 2025Q2: 49,389 shares; 2025Q3: 47,305 shares; 2025Q4: 40,661 shares; 2026Q1: 46,833 shares 46,833 $3.56M 0.25% +6,172 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: 14,652 shares; 2024Q4: 15,348 shares; 2025Q1: 21,082 shares; 2025Q2: 20,702 shares; 2025Q3: 25,814 shares; 2025Q4: 25,278 shares; 2026Q1: 24,153 shares 24,153 $3.55M 0.25% -1,125 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,413 shares; 2024Q4: 5,575 shares; 2025Q1: 5,572 shares; 2025Q2: 5,640 shares; 2025Q3: 6,108 shares; 2025Q4: 5,064 shares; 2026Q1: 4,912 shares 4,912 $3.43M 0.24% -152 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,760 shares; 2025Q1: 1,927 shares; 2025Q2: 2,176 shares; 2025Q3: 2,952 shares; 2025Q4: 1,577 shares; 2026Q1: 1,972 shares 1,972 $3.41M 0.24% +395 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,710 shares; 2024Q4: 23,710 shares; 2025Q1: 24,096 shares; 2025Q2: 24,266 shares; 2025Q3: 24,699 shares; 2025Q4: 24,344 shares; 2026Q1: 24,465 shares 24,465 $3.38M 0.24% +121 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: 20,282 shares; 2024Q4: 13,412 shares; 2025Q1: 13,462 shares; 2025Q2: 16,402 shares; 2025Q3: 16,351 shares; 2025Q4: 16,539 shares; 2026Q1: 15,544 shares 15,544 $3.38M 0.24% -995 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: 16,517 shares; 2024Q4: 15,043 shares; 2025Q1: 13,807 shares; 2025Q2: 14,912 shares; 2025Q3: 14,485 shares; 2025Q4: 15,409 shares; 2026Q1: 17,515 shares 17,515 $3.38M 0.24% +2,106 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,973 shares; 2025Q4: 29,864 shares; 2026Q1: 40,717 shares 40,717 $3.37M 0.24% +10,853 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,392 shares; 2024Q4: 86,850 shares; 2025Q1: 101,100 shares; 2025Q2: 104,051 shares; 2025Q3: 84,601 shares; 2025Q4: 90,773 shares; 2026Q1: 94,308 shares 94,308 $3.34M 0.24% +3,535 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,127 shares; 2024Q4: 18,174 shares; 2025Q1: 18,174 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $3.32M 0.24% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,098 shares; 2024Q4: 74,448 shares; 2025Q1: 80,352 shares; 2025Q2: 79,150 shares; 2025Q3: 84,803 shares; 2025Q4: 99,135 shares; 2026Q1: 106,004 shares 106,004 $3.21M 0.23% +6,869 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: 7,110 shares; 2024Q4: 4,977 shares; 2025Q1: 3,544 shares; 2025Q2: 3,650 shares; 2025Q3: 4,137 shares; 2025Q4: 4,290 shares; 2026Q1: 4,535 shares 4,535 $3.21M 0.23% +245 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,924 shares; 2024Q4: 10,165 shares; 2025Q1: 10,429 shares; 2025Q2: 9,409 shares; 2025Q3: 9,905 shares; 2025Q4: 9,753 shares; 2026Q1: 10,557 shares 10,557 $3.19M 0.23% +804 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: 58,289 shares; 2024Q4: 76,312 shares; 2025Q1: 78,645 shares; 2025Q2: 64,587 shares; 2025Q3: 67,845 shares; 2025Q4: 66,120 shares; 2026Q1: 63,762 shares 63,762 $3.15M 0.22% -2,358 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,477 shares; 2025Q1: 6,897 shares; 2025Q2: 4,767 shares; 2025Q3: 4,625 shares; 2025Q4: 40,017 shares; 2026Q1: 63,449 shares 63,449 $3.13M 0.22% +23,432 Timeline SHYG 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: 49,523 shares; 2024Q4: 58,237 shares; 2025Q1: 71,149 shares; 2025Q2: 77,881 shares; 2025Q3: 79,894 shares; 2025Q4: 76,441 shares; 2026Q1: 73,573 shares 73,573 $3.11M 0.22% -2,868 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: 10,550 shares; 2024Q4: 8,415 shares; 2025Q1: 8,773 shares; 2025Q2: 8,433 shares; 2025Q3: 8,526 shares; 2025Q4: 9,052 shares; 2026Q1: 9,269 shares 9,269 $3.05M 0.22% +217 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: 9,791 shares; 2024Q4: 7,559 shares; 2025Q1: 7,859 shares; 2025Q2: 7,931 shares; 2025Q3: 8,145 shares; 2025Q4: 8,450 shares; 2026Q1: 9,797 shares 9,797 $3.04M 0.22% +1,347 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,500 shares; 2024Q4: 248,500 shares; 2025Q1: 248,700 shares; 2025Q2: 250,700 shares; 2025Q3: 250,700 shares; 2025Q4: 250,700 shares; 2026Q1: 250,450 shares 250,450 $2.98M 0.21% -250 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: 34,507 shares; 2024Q4: 27,109 shares; 2025Q1: 27,933 shares; 2025Q2: 27,662 shares; 2025Q3: 28,535 shares; 2025Q4: 23,824 shares; 2026Q1: 25,751 shares 25,751 $2.92M 0.21% +1,927 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,253 shares; 2024Q4: 43,538 shares; 2025Q1: 42,765 shares; 2025Q2: 40,777 shares; 2025Q3: 39,307 shares; 2025Q4: 35,906 shares; 2026Q1: 29,990 shares 29,990 $2.89M 0.21% -5,916 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 8,573 shares; 2025Q1: 7,736 shares; 2025Q2: 8,030 shares; 2025Q3: 8,430 shares; 2025Q4: 10,117 shares; 2026Q1: 13,189 shares 13,189 $2.89M 0.21% +3,072 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,548 shares; 2024Q4: 33,190 shares; 2025Q1: 33,208 shares; 2025Q2: 35,701 shares; 2025Q3: 35,607 shares; 2025Q4: 35,689 shares; 2026Q1: 35,685 shares 35,685 $2.86M 0.2% -4 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,371 shares; 2024Q4: 134,779 shares; 2025Q1: 138,019 shares; 2025Q2: 136,335 shares; 2025Q3: 137,793 shares; 2025Q4: 137,425 shares; 2026Q1: 97,927 shares 97,927 $2.83M 0.2% -39,498 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,140 shares; 2024Q4: 25,965 shares; 2025Q1: 26,452 shares; 2025Q2: 31,103 shares; 2025Q3: 30,626 shares; 2025Q4: 27,758 shares; 2026Q1: 25,671 shares 25,671 $2.83M 0.2% -2,087 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,835 shares; 2024Q4: 26,201 shares; 2025Q1: 18,733 shares; 2025Q2: 20,134 shares; 2025Q3: 22,332 shares; 2025Q4: 23,364 shares; 2026Q1: 25,730 shares 25,730 $2.8M 0.2% +2,366 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: 14,437 shares; 2024Q4: 19,909 shares; 2025Q1: 18,334 shares; 2025Q2: 17,118 shares; 2025Q3: 20,328 shares; 2025Q4: 20,782 shares; 2026Q1: 19,050 shares 19,050 $2.79M 0.2% -1,732 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,964 shares; 2024Q4: 33,177 shares; 2025Q1: 35,249 shares; 2025Q2: 32,526 shares; 2025Q3: 33,858 shares; 2025Q4: 32,012 shares; 2026Q1: 33,801 shares 33,801 $2.79M 0.2% +1,789 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: 5,436 shares; 2024Q4: 5,892 shares; 2025Q1: 6,564 shares; 2025Q2: 6,561 shares; 2025Q3: 6,702 shares; 2025Q4: 7,040 shares; 2026Q1: 7,119 shares 7,119 $2.78M 0.2% +79 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: 3,871 shares; 2024Q4: 2,567 shares; 2025Q1: 3,290 shares; 2025Q2: 5,103 shares; 2025Q3: 7,109 shares; 2025Q4: 13,640 shares; 2026Q1: 15,863 shares 15,863 $2.77M 0.2% +2,223 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: 21,189 shares; 2024Q4: 22,417 shares; 2025Q1: 25,794 shares; 2025Q2: 30,527 shares; 2025Q3: 36,943 shares; 2025Q4: 33,987 shares; 2026Q1: 37,994 shares 37,994 $2.73M 0.19% +4,007 Timeline EZU 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: 11,070 shares; 2024Q4: 14,388 shares; 2025Q1: 9,204 shares; 2025Q2: 12,579 shares; 2025Q3: 12,579 shares; 2025Q4: 42,995 shares; 2026Q1: 42,538 shares 42,538 $2.66M 0.19% -457 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,977 shares; 2026Q1: 58,557 shares 58,557 $2.63M 0.19% +36,580 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,172 shares; 2025Q4: 27,658 shares; 2026Q1: 27,622 shares 27,622 $2.62M 0.19% -36 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,001 shares; 2024Q4: 18,321 shares; 2025Q1: 23,418 shares; 2025Q2: 28,772 shares; 2025Q3: 26,293 shares; 2025Q4: 19,124 shares; 2026Q1: 20,663 shares 20,663 $2.59M 0.18% +1,539 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: 20,714 shares; 2024Q4: 9,509 shares; 2025Q1: 14,253 shares; 2025Q2: 13,352 shares; 2025Q3: 14,957 shares; 2025Q4: 20,016 shares; 2026Q1: 19,476 shares 19,476 $2.59M 0.18% -540 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,031 shares; 2024Q4: 22,012 shares; 2025Q1: 27,135 shares; 2025Q2: 26,823 shares; 2025Q3: 29,478 shares; 2025Q4: 34,267 shares; 2026Q1: 32,616 shares 32,616 $2.59M 0.18% -1,651 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: 8,016 shares; 2024Q4: 17,023 shares; 2025Q1: 17,463 shares; 2025Q2: 17,903 shares; 2025Q3: 15,899 shares; 2025Q4: 16,018 shares; 2026Q1: 16,079 shares 16,079 $2.58M 0.18% +61 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,434 shares; 2025Q3: 102,881 shares; 2025Q4: 134,031 shares; 2026Q1: 134,117 shares 134,117 $2.52M 0.18% +86 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: 27,730 shares; 2024Q4: 37,807 shares; 2025Q1: 48,821 shares; 2025Q2: 51,335 shares; 2025Q3: 55,555 shares; 2025Q4: 65,706 shares; 2026Q1: 62,030 shares 62,030 $2.49M 0.18% -3,676 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,140 shares; 2025Q1: 24,746 shares; 2025Q2: 26,372 shares; 2025Q3: 25,972 shares; 2025Q4: 26,407 shares; 2026Q1: 32,426 shares 32,426 $2.48M 0.18% +6,019 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,202 shares; 2024Q4: 13,774 shares; 2025Q1: 12,078 shares; 2025Q2: 11,875 shares; 2025Q3: 12,282 shares; 2025Q4: 11,989 shares; 2026Q1: 17,326 shares 17,326 $2.47M 0.18% +5,337 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: 31,606 shares; 2024Q4: 27,657 shares; 2025Q1: 29,597 shares; 2025Q2: 28,976 shares; 2025Q3: 22,447 shares; 2025Q4: 23,522 shares; 2026Q1: 20,721 shares 20,721 $2.46M 0.18% -2,801 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: 22,545 shares; 2024Q4: 13,350 shares; 2025Q1: 15,093 shares; 2025Q2: 15,111 shares; 2025Q3: 14,976 shares; 2025Q4: 14,571 shares; 2026Q1: 14,919 shares 14,919 $2.46M 0.17% +348 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,542 shares; 2024Q4: 26,413 shares; 2025Q1: 25,709 shares; 2025Q2: 25,772 shares; 2025Q3: 24,754 shares; 2025Q4: 26,481 shares; 2026Q1: 26,126 shares 26,126 $2.43M 0.17% -355 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: 79,606 shares; 2024Q4: 69,301 shares; 2025Q1: 79,857 shares; 2025Q2: 76,835 shares; 2025Q3: 76,309 shares; 2025Q4: 125,165 shares; 2026Q1: 82,127 shares 82,127 $2.38M 0.17% -43,038 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,659 shares; 2024Q4: 7,721 shares; 2025Q1: 6,997 shares; 2025Q2: 7,963 shares; 2025Q3: 9,386 shares; 2025Q4: 11,129 shares; 2026Q1: 11,044 shares 11,044 $2.36M 0.17% -85 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: 1,696 shares; 2024Q4: 819 shares; 2025Q1: 1,626 shares; 2025Q2: 1,524 shares; 2025Q3: 2,584 shares; 2025Q4: 2,351 shares; 2026Q1: 2,643 shares 2,643 $2.31M 0.16% +292 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: 6,378 shares; 2024Q4: 6,467 shares; 2025Q1: 4,820 shares; 2025Q2: 4,685 shares; 2025Q3: 4,355 shares; 2025Q4: 5,241 shares; 2026Q1: 5,218 shares 5,218 $2.28M 0.16% -23 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357,029 shares; 2025Q3: 357,029 shares; 2025Q4: 343,024 shares; 2026Q1: 343,024 shares 343,024 $2.27M 0.16% 0 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: 9,777 shares; 2024Q4: 6,417 shares; 2025Q1: 5,913 shares; 2025Q2: 8,037 shares; 2025Q3: 8,697 shares; 2025Q4: 8,209 shares; 2026Q1: 8,395 shares 8,395 $2.27M 0.16% +186 Timeline GRNY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,040 shares; 2025Q4: 76,112 shares; 2026Q1: 94,617 shares 94,617 $2.26M 0.16% +18,505 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,673 shares; 2025Q4: 67,325 shares; 2026Q1: 89,241 shares 89,241 $2.24M 0.16% +21,916 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,910 shares; 2024Q4: 23,724 shares; 2025Q1: 27,273 shares; 2025Q2: 45,945 shares; 2025Q3: 52,131 shares; 2025Q4: 32,160 shares; 2026Q1: 25,233 shares 25,233 $2.19M 0.16% -6,927 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,035 shares; 2024Q4: 10,985 shares; 2025Q1: 12,607 shares; 2025Q2: 15,087 shares; 2025Q3: 22,898 shares; 2025Q4: 31,022 shares; 2026Q1: 38,961 shares 38,961 $2.16M 0.15% +7,939 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: 13,196 shares; 2024Q4: 8,085 shares; 2025Q1: 9,138 shares; 2025Q2: 9,931 shares; 2025Q3: 10,560 shares; 2025Q4: 10,207 shares; 2026Q1: 12,882 shares 12,882 $2.13M 0.15% +2,675 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: 17,742 shares; 2024Q4: 20,083 shares; 2025Q1: 22,997 shares; 2025Q2: 22,817 shares; 2025Q3: 23,070 shares; 2025Q4: 41,798 shares; 2026Q1: 53,801 shares 53,801 $2.12M 0.15% +12,003 Timeline FXI 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: 57,083 shares; 2024Q4: 62,524 shares; 2025Q1: 66,849 shares; 2025Q2: 75,800 shares; 2025Q3: 90,372 shares; 2025Q4: 42,057 shares; 2026Q1: 57,770 shares 57,770 $2.07M 0.15% +15,713 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,781 shares; 2024Q4: 13,679 shares; 2025Q1: 13,879 shares; 2025Q2: 17,314 shares; 2025Q3: 17,903 shares; 2025Q4: 17,375 shares; 2026Q1: 19,331 shares 19,331 $2.05M 0.15% +1,956 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: 9,962 shares; 2024Q4: 9,279 shares; 2025Q1: 12,130 shares; 2025Q2: 11,459 shares; 2025Q3: 11,827 shares; 2025Q4: 10,727 shares; 2026Q1: 10,975 shares 10,975 $2.05M 0.15% +248 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: 24,760 shares; 2024Q4: 16,325 shares; 2025Q1: 18,300 shares; 2025Q2: 20,686 shares; 2025Q3: 19,654 shares; 2025Q4: 23,311 shares; 2026Q1: 21,950 shares 21,950 $2.04M 0.15% -1,361 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: 19,537 shares; 2024Q4: 14,150 shares; 2025Q1: 14,004 shares; 2025Q2: 13,776 shares; 2025Q3: 10,864 shares; 2025Q4: 11,745 shares; 2026Q1: 14,088 shares 14,088 $2.03M 0.14% +2,343 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,824 shares; 2025Q3: 12,329 shares; 2025Q4: 13,590 shares; 2026Q1: 41,729 shares 41,729 $2.02M 0.14% +28,139 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,960 shares; 2024Q4: 96,031 shares; 2025Q1: 96,180 shares; 2025Q2: 97,853 shares; 2025Q3: 145,284 shares; 2025Q4: 141,143 shares; 2026Q1: 127,362 shares 127,362 $2.02M 0.14% -13,781 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,426 shares; 2024Q4: 48,556 shares; 2025Q1: 68,940 shares; 2025Q2: 74,044 shares; 2025Q3: 55,030 shares; 2025Q4: 44,195 shares; 2026Q1: 39,781 shares 39,781 $2M 0.14% -4,414 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,814 shares; 2024Q4: 185,513 shares; 2025Q1: 181,500 shares; 2025Q2: 199,384 shares; 2025Q3: 210,974 shares; 2025Q4: 157,519 shares; 2026Q1: 96,316 shares 96,316 $2M 0.14% -61,203 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: 10,033 shares; 2024Q4: 6,226 shares; 2025Q1: 7,333 shares; 2025Q2: 7,375 shares; 2025Q3: 7,815 shares; 2025Q4: 7,289 shares; 2026Q1: 8,098 shares 8,098 $1.96M 0.14% +809 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 6,731 shares; 2025Q1: 8,277 shares; 2025Q2: 8,131 shares; 2025Q3: 9,164 shares; 2025Q4: 9,124 shares; 2026Q1: 8,793 shares 8,793 $1.91M 0.14% -331 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,348 shares; 2024Q4: 38,436 shares; 2025Q1: 93,700 shares; 2025Q2: 128,502 shares; 2025Q3: 230,754 shares; 2025Q4: 64,924 shares; 2026Q1: 41,180 shares 41,180 $1.9M 0.14% -23,744 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,928 shares; 2025Q1: 2,167 shares; 2025Q2: 2,511 shares; 2025Q3: 2,867 shares; 2025Q4: 2,884 shares; 2026Q1: 3,145 shares 3,145 $1.9M 0.14% +261 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,871 shares 24,871 $1.9M 0.14% new Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,157 shares; 2025Q1: 68,017 shares; 2025Q2: 70,867 shares; 2025Q3: 76,970 shares; 2025Q4: 78,252 shares; 2026Q1: 73,191 shares 73,191 $1.86M 0.13% -5,061 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,294 shares; 2024Q4: 32,056 shares; 2025Q1: 32,985 shares; 2025Q2: 33,004 shares; 2025Q3: 31,627 shares; 2025Q4: 32,162 shares; 2026Q1: 31,786 shares 31,786 $1.86M 0.13% -376 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: 21,805 shares; 2024Q4: 19,825 shares; 2025Q1: 18,089 shares; 2025Q2: 18,088 shares; 2025Q3: 14,922 shares; 2025Q4: 17,601 shares; 2026Q1: 15,423 shares 15,423 $1.86M 0.13% -2,178 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: 13,093 shares; 2024Q4: 13,054 shares; 2025Q1: 14,203 shares; 2025Q2: 15,617 shares; 2025Q3: 27,135 shares; 2025Q4: 28,477 shares; 2026Q1: 28,452 shares 28,452 $1.82M 0.13% -25 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,989 shares; 2024Q4: 51,288 shares; 2025Q1: 197,085 shares; 2025Q2: 219,962 shares; 2025Q3: 128,973 shares; 2025Q4: 112,326 shares; 2026Q1: 112,626 shares 112,626 $1.79M 0.13% +300 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: 2,734 shares; 2024Q4: not reported; 2025Q1: 8,382 shares; 2025Q2: 8,880 shares; 2025Q3: 10,843 shares; 2025Q4: 14,417 shares; 2026Q1: 15,757 shares 15,757 $1.78M 0.13% +1,340 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,053 shares; 2024Q4: 74,251 shares; 2025Q1: 73,761 shares; 2025Q2: 72,161 shares; 2025Q3: 85,061 shares; 2025Q4: 90,716 shares; 2026Q1: 83,678 shares 83,678 $1.77M 0.13% -7,038 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,695 shares; 2024Q4: 9,778 shares; 2025Q1: 13,611 shares; 2025Q2: 15,189 shares; 2025Q3: 14,721 shares; 2025Q4: 15,327 shares; 2026Q1: 18,754 shares 18,754 $1.76M 0.13% +3,427 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,343 shares; 2024Q4: 53,685 shares; 2025Q1: 50,449 shares; 2025Q2: 43,776 shares; 2025Q3: 33,183 shares; 2025Q4: 30,205 shares; 2026Q1: 30,572 shares 30,572 $1.74M 0.12% +367 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,650 shares; 2024Q4: 21,264 shares; 2025Q1: 22,279 shares; 2025Q2: 21,602 shares; 2025Q3: 26,646 shares; 2025Q4: 37,243 shares; 2026Q1: 34,432 shares 34,432 $1.72M 0.12% -2,811 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,726 shares; 2024Q4: 20,923 shares; 2025Q1: 32,900 shares; 2025Q2: 20,455 shares; 2025Q3: 25,708 shares; 2025Q4: 20,324 shares; 2026Q1: 18,666 shares 18,666 $1.71M 0.12% -1,658 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: 31,376 shares; 2024Q4: 39,376 shares; 2025Q1: 30,676 shares; 2025Q2: 30,676 shares; 2025Q3: 29,776 shares; 2025Q4: 29,165 shares; 2026Q1: 28,415 shares 28,415 $1.7M 0.12% -750 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: 22,685 shares; 2024Q4: 21,053 shares; 2025Q1: 22,085 shares; 2025Q2: 22,032 shares; 2025Q3: 22,903 shares; 2025Q4: 21,893 shares; 2026Q1: 21,594 shares 21,594 $1.68M 0.12% -299 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,252 shares; 2025Q1: 2,218 shares; 2025Q2: 3,020 shares; 2025Q3: 5,963 shares; 2025Q4: 6,525 shares; 2026Q1: 3,823 shares 3,823 $1.63M 0.12% -2,702 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: 3,437 shares; 2024Q4: 2,646 shares; 2025Q1: 2,963 shares; 2025Q2: 2,766 shares; 2025Q3: 2,977 shares; 2025Q4: 3,459 shares; 2026Q1: 3,505 shares 3,505 $1.62M 0.12% +46 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: 40,882 shares; 2024Q4: 29,946 shares; 2025Q1: 29,295 shares; 2025Q2: 31,430 shares; 2025Q3: 35,033 shares; 2025Q4: 36,071 shares; 2026Q1: 32,147 shares 32,147 $1.61M 0.11% -3,924 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,373 shares 29,373 $1.58M 0.11% new Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,199 shares; 2025Q1: 27,997 shares; 2025Q2: 21,562 shares; 2025Q3: 25,005 shares; 2025Q4: 24,701 shares; 2026Q1: 33,760 shares 33,760 $1.58M 0.11% +9,059 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,342 shares; 2025Q4: 31,400 shares; 2026Q1: 33,744 shares 33,744 $1.57M 0.11% +2,344 Timeline GMAY 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: 25,775 shares; 2024Q4: 24,975 shares; 2025Q1: 24,975 shares; 2025Q2: 41,037 shares; 2025Q3: 40,337 shares; 2025Q4: 40,037 shares; 2026Q1: 38,287 shares 38,287 $1.57M 0.11% -1,750 Timeline XMAR 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: 42,405 shares; 2024Q4: 42,555 shares; 2025Q1: 42,555 shares; 2025Q2: 42,555 shares; 2025Q3: 42,155 shares; 2025Q4: 39,585 shares; 2026Q1: 38,505 shares 38,505 $1.56M 0.11% -1,080 Timeline GHY PGIM GLOBAL HIGH YIELD FD FO More: the full row for PGIM GLOBAL HIGH YIELD FD FO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,500 shares; 2024Q4: 133,500 shares; 2025Q1: 133,500 shares; 2025Q2: 133,500 shares; 2025Q3: 133,500 shares; 2025Q4: 133,500 shares; 2026Q1: 133,500 shares 133,500 $1.56M 0.11% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,752 shares; 2024Q4: 30,252 shares; 2025Q1: 28,865 shares; 2025Q2: 21,986 shares; 2025Q3: 18,096 shares; 2025Q4: 15,097 shares; 2026Q1: 61,529 shares 61,529 $1.55M 0.11% +46,432 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: 4,554 shares; 2024Q4: 4,649 shares; 2025Q1: 3,055 shares; 2025Q2: 1,654 shares; 2025Q3: 1,520 shares; 2025Q4: 2,587 shares; 2026Q1: 2,480 shares 2,480 $1.53M 0.11% -107 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: 21,721 shares; 2024Q4: 13,487 shares; 2025Q1: 13,485 shares; 2025Q2: 14,066 shares; 2025Q3: 12,454 shares; 2025Q4: 8,758 shares; 2026Q1: 11,465 shares 11,465 $1.51M 0.11% +2,707 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,372 shares; 2024Q4: 11,137 shares; 2025Q1: 11,341 shares; 2025Q2: 10,560 shares; 2025Q3: 9,994 shares; 2025Q4: 9,407 shares; 2026Q1: 9,441 shares 9,441 $1.51M 0.11% +34 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,512 shares; 2025Q1: 40,275 shares; 2025Q2: 39,775 shares; 2025Q3: 38,708 shares; 2025Q4: 36,523 shares; 2026Q1: 31,466 shares 31,466 $1.5M 0.11% -5,057 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,360 shares; 2024Q4: 2,213 shares; 2025Q1: 2,153 shares; 2025Q2: 2,153 shares; 2025Q3: 2,115 shares; 2025Q4: 1,550 shares; 2026Q1: 3,679 shares 3,679 $1.49M 0.11% +2,129 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,973 shares; 2024Q4: 18,063 shares; 2025Q1: 18,113 shares; 2025Q2: 17,171 shares; 2025Q3: 17,577 shares; 2025Q4: 18,018 shares; 2026Q1: 16,728 shares 16,728 $1.48M 0.11% -1,290 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,908 shares; 2024Q4: 4,207 shares; 2025Q1: 24,477 shares; 2025Q2: 23,670 shares; 2025Q3: 25,241 shares; 2025Q4: 6,427 shares; 2026Q1: 17,818 shares 17,818 $1.47M 0.1% +11,391 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: 6,915 shares; 2024Q4: 6,788 shares; 2025Q1: 6,531 shares; 2025Q2: 8,113 shares; 2025Q3: 11,115 shares; 2025Q4: 18,820 shares; 2026Q1: 21,059 shares 21,059 $1.47M 0.1% +2,239 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,035 shares; 2024Q4: 18,508 shares; 2025Q1: 19,152 shares; 2025Q2: 16,463 shares; 2025Q3: 13,803 shares; 2025Q4: 31,989 shares; 2026Q1: 32,475 shares 32,475 $1.47M 0.1% +486 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,100 shares; 2024Q4: 42,280 shares; 2025Q1: 43,047 shares; 2025Q2: 46,410 shares; 2025Q3: 50,677 shares; 2025Q4: 75,712 shares; 2026Q1: 83,200 shares 83,200 $1.46M 0.1% +7,488 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,682 shares; 2024Q4: 15,397 shares; 2025Q1: 16,574 shares; 2025Q2: 18,917 shares; 2025Q3: 21,354 shares; 2025Q4: 19,450 shares; 2026Q1: 18,285 shares 18,285 $1.46M 0.1% -1,165 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: 77,861 shares; 2024Q4: 58,769 shares; 2025Q1: 57,553 shares; 2025Q2: 62,494 shares; 2025Q3: 61,127 shares; 2025Q4: 48,281 shares; 2026Q1: 51,041 shares 51,041 $1.43M 0.1% +2,760 Timeline EWU 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: 17,178 shares; 2024Q4: 10,582 shares; 2025Q1: 7,380 shares; 2025Q2: 7,418 shares; 2025Q3: 8,108 shares; 2025Q4: 29,286 shares; 2026Q1: 30,717 shares 30,717 $1.4M 0.1% +1,431 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,794 shares; 2025Q1: not reported; 2025Q2: 11,760 shares; 2025Q3: 10,427 shares; 2025Q4: 6,754 shares; 2026Q1: 53,821 shares 53,821 $1.39M 0.1% +47,067 Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,408 shares; 2024Q4: 47,862 shares; 2025Q1: 54,856 shares; 2025Q2: 58,813 shares; 2025Q3: 78,233 shares; 2025Q4: 100,813 shares; 2026Q1: 140,684 shares 140,684 $1.38M 0.1% +39,871 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: 3,743 shares; 2024Q4: 3,468 shares; 2025Q1: 2,762 shares; 2025Q2: 2,922 shares; 2025Q3: 3,017 shares; 2025Q4: 3,047 shares; 2026Q1: 3,924 shares 3,924 $1.38M 0.1% +877 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,308 shares; 2024Q4: 17,125 shares; 2025Q1: 15,371 shares; 2025Q2: 15,318 shares; 2025Q3: 15,325 shares; 2025Q4: 15,558 shares; 2026Q1: 14,193 shares 14,193 $1.38M 0.1% -1,365 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: 5,533 shares; 2024Q4: 3,707 shares; 2025Q1: 3,626 shares; 2025Q2: 4,210 shares; 2025Q3: 4,123 shares; 2025Q4: 4,123 shares; 2026Q1: 4,216 shares 4,216 $1.37M 0.1% +93 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,161 shares; 2024Q4: 2,621 shares; 2025Q1: 2,235 shares; 2025Q2: 2,828 shares; 2025Q3: 2,657 shares; 2025Q4: 3,426 shares; 2026Q1: 3,813 shares 3,813 $1.36M 0.1% +387 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,068 shares; 2024Q4: 2,026 shares; 2025Q1: 2,205 shares; 2025Q2: 2,299 shares; 2025Q3: 2,342 shares; 2025Q4: 2,125 shares; 2026Q1: 2,414 shares 2,414 $1.36M 0.1% +289 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,258 shares; 2024Q4: 17,104 shares; 2025Q1: 23,064 shares; 2025Q2: 22,533 shares; 2025Q3: 31,061 shares; 2025Q4: 23,010 shares; 2026Q1: 30,621 shares 30,621 $1.35M 0.1% +7,611 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,818 shares; 2024Q4: 5,921 shares; 2025Q1: 6,015 shares; 2025Q2: 5,905 shares; 2025Q3: 5,904 shares; 2025Q4: 5,919 shares; 2026Q1: 5,702 shares 5,702 $1.35M 0.1% -217 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,074 shares; 2024Q4: 9,841 shares; 2025Q1: 10,488 shares; 2025Q2: 11,433 shares; 2025Q3: 11,414 shares; 2025Q4: 22,104 shares; 2026Q1: 22,254 shares 22,254 $1.34M 0.1% +150 Timeline AOM 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: 27,000 shares; 2024Q4: 28,006 shares; 2025Q1: 27,858 shares; 2025Q2: 27,882 shares; 2025Q3: 27,880 shares; 2025Q4: 27,895 shares; 2026Q1: 27,905 shares 27,905 $1.32M 0.09% +10 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: 10,495 shares; 2024Q4: 10,949 shares; 2025Q1: 10,332 shares; 2025Q2: 10,882 shares; 2025Q3: 10,579 shares; 2025Q4: 10,962 shares; 2026Q1: 10,050 shares 10,050 $1.32M 0.09% -912 Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,409 shares; 2025Q2: 29,409 shares; 2025Q3: 29,409 shares; 2025Q4: 38,198 shares; 2026Q1: 43,897 shares 43,897 $1.3M 0.09% +5,699 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: 10,585 shares; 2024Q4: 6,365 shares; 2025Q1: 5,736 shares; 2025Q2: 6,118 shares; 2025Q3: 7,317 shares; 2025Q4: 7,097 shares; 2026Q1: 8,365 shares 8,365 $1.3M 0.09% +1,268 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,683 shares; 2024Q4: 7,749 shares; 2025Q1: 11,744 shares; 2025Q2: 13,640 shares; 2025Q3: 13,639 shares; 2025Q4: 13,017 shares; 2026Q1: 9,388 shares 9,388 $1.28M 0.09% -3,629 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,181 shares; 2024Q4: 3,999 shares; 2025Q1: 3,217 shares; 2025Q2: 3,491 shares; 2025Q3: 3,860 shares; 2025Q4: 4,519 shares; 2026Q1: 6,559 shares 6,559 $1.27M 0.09% +2,040 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: 4,899 shares; 2024Q4: 4,727 shares; 2025Q1: 6,823 shares; 2025Q2: 6,871 shares; 2025Q3: 6,836 shares; 2025Q4: 7,093 shares; 2026Q1: 7,859 shares 7,859 $1.27M 0.09% +766 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,096 shares; 2024Q4: 6,406 shares; 2025Q1: 6,468 shares; 2025Q2: 7,305 shares; 2025Q3: 7,201 shares; 2025Q4: 7,023 shares; 2026Q1: 9,060 shares 9,060 $1.26M 0.09% +2,037 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: 6,166 shares; 2024Q4: 2,808 shares; 2025Q1: 3,215 shares; 2025Q2: 2,494 shares; 2025Q3: 4,229 shares; 2025Q4: 3,783 shares; 2026Q1: 4,441 shares 4,441 $1.26M 0.09% +658 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: 14,247 shares; 2024Q4: 12,436 shares; 2025Q1: 13,649 shares; 2025Q2: 13,223 shares; 2025Q3: 11,328 shares; 2025Q4: 12,453 shares; 2026Q1: 11,967 shares 11,967 $1.23M 0.09% -486 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,898 shares; 2025Q1: 6,213 shares; 2025Q2: 4,383 shares; 2025Q3: 4,154 shares; 2025Q4: 4,641 shares; 2026Q1: 5,604 shares 5,604 $1.2M 0.09% +963 Timeline ECH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,416 shares; 2024Q4: 29,416 shares; 2025Q1: 29,541 shares; 2025Q2: 29,915 shares; 2025Q3: 30,415 shares; 2025Q4: 30,331 shares; 2026Q1: 30,058 shares 30,058 $1.2M 0.09% -273 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: 20,752 shares; 2024Q4: 19,970 shares; 2025Q1: 18,755 shares; 2025Q2: 18,270 shares; 2025Q3: 24,900 shares; 2025Q4: 20,105 shares; 2026Q1: 16,914 shares 16,914 $1.14M 0.08% -3,191 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: 2,418 shares; 2024Q4: 1,971 shares; 2025Q1: 1,874 shares; 2025Q2: 2,315 shares; 2025Q3: 2,116 shares; 2025Q4: 11,282 shares; 2026Q1: 10,840 shares 10,840 $1.13M 0.08% -442 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,754 shares 5,754 $1.12M 0.08% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,378 shares; 2024Q4: 4,374 shares; 2025Q1: 5,298 shares; 2025Q2: 6,121 shares; 2025Q3: 5,915 shares; 2025Q4: 5,887 shares; 2026Q1: 7,710 shares 7,710 $1.12M 0.08% +1,823 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,242 shares; 2024Q4: 11,974 shares; 2025Q1: 26,035 shares; 2025Q2: 54,377 shares; 2025Q3: 75,788 shares; 2025Q4: 33,125 shares; 2026Q1: 29,104 shares 29,104 $1.12M 0.08% -4,021 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,013 shares; 2024Q4: 11,484 shares; 2025Q1: 10,799 shares; 2025Q2: 9,790 shares; 2025Q3: 11,699 shares; 2025Q4: 10,647 shares; 2026Q1: 8,963 shares 8,963 $1.11M 0.08% -1,684 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,492 shares; 2025Q1: 3,916 shares; 2025Q2: 3,072 shares; 2025Q3: 2,898 shares; 2025Q4: 3,863 shares; 2026Q1: 4,521 shares 4,521 $1.1M 0.08% +658 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,022 shares; 2024Q4: 9,455 shares; 2025Q1: 8,824 shares; 2025Q2: 9,253 shares; 2025Q3: 9,753 shares; 2025Q4: 8,883 shares; 2026Q1: 11,283 shares 11,283 $1.09M 0.08% +2,400 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,582 shares; 2024Q4: 10,944 shares; 2025Q1: 3,709 shares; 2025Q2: 5,385 shares; 2025Q3: 5,405 shares; 2025Q4: 9,619 shares; 2026Q1: 11,596 shares 11,596 $1.08M 0.08% +1,977 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,014 shares; 2024Q4: 25,552 shares; 2025Q1: 23,534 shares; 2025Q2: 20,225 shares; 2025Q3: 20,118 shares; 2025Q4: 19,076 shares; 2026Q1: 19,543 shares 19,543 $1.08M 0.08% +467 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,692 shares; 2024Q4: 10,708 shares; 2025Q1: 9,765 shares; 2025Q2: 9,741 shares; 2025Q3: 10,803 shares; 2025Q4: 9,524 shares; 2026Q1: 8,864 shares 8,864 $1.07M 0.08% -660 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,744 shares; 2025Q1: 2,709 shares; 2025Q2: 3,067 shares; 2025Q3: 2,215 shares; 2025Q4: 2,383 shares; 2026Q1: 2,176 shares 2,176 $1.07M 0.08% -207 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: 4,555 shares; 2024Q4: 5,476 shares; 2025Q1: 5,491 shares; 2025Q2: 12,120 shares; 2025Q3: 16,917 shares; 2025Q4: 9,310 shares; 2026Q1: 11,771 shares 11,771 $1.07M 0.08% +2,461 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,877 shares; 2026Q1: 22,884 shares 22,884 $1.06M 0.08% +3,007 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,733 shares; 2024Q4: 14,627 shares; 2025Q1: 9,415 shares; 2025Q2: 10,229 shares; 2025Q3: 12,823 shares; 2025Q4: 19,152 shares; 2026Q1: 13,217 shares 13,217 $1.05M 0.07% -5,935 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,052 shares; 2024Q4: 3,637 shares; 2025Q1: 3,265 shares; 2025Q2: 3,376 shares; 2025Q3: 3,151 shares; 2025Q4: 3,000 shares; 2026Q1: 3,072 shares 3,072 $1.05M 0.07% +72 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 670 shares; 2025Q1: 733 shares; 2025Q2: 840 shares; 2025Q3: 928 shares; 2025Q4: 1,042 shares; 2026Q1: 1,076 shares 1,076 $1.03M 0.07% +34 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,301 shares; 2026Q1: 13,034 shares 13,034 $1.03M 0.07% +3,733 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: 953 shares; 2024Q4: 1,053 shares; 2025Q1: 1,437 shares; 2025Q2: 1,831 shares; 2025Q3: 1,817 shares; 2025Q4: 2,226 shares; 2026Q1: 2,093 shares 2,093 $1.01M 0.07% -133 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: 22,989 shares; 2024Q4: 21,512 shares; 2025Q1: 20,170 shares; 2025Q2: 19,793 shares; 2025Q3: 19,956 shares; 2025Q4: 20,081 shares; 2026Q1: 14,662 shares 14,662 $1M 0.07% -5,419 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,090 shares; 2025Q4: 38,597 shares; 2026Q1: 21,196 shares 21,196 $994K 0.07% -17,401 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: 30,726 shares; 2024Q4: 27,425 shares; 2025Q1: 11,430 shares; 2025Q2: 12,672 shares; 2025Q3: 20,895 shares; 2025Q4: 12,893 shares; 2026Q1: 51,163 shares 51,163 $987K 0.07% +38,270 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,246 shares; 2024Q4: 7,641 shares; 2025Q1: 7,152 shares; 2025Q2: 8,118 shares; 2025Q3: 8,685 shares; 2025Q4: 8,008 shares; 2026Q1: 7,628 shares 7,628 $982K 0.07% -380 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,003 shares; 2026Q1: 18,624 shares 18,624 $982K 0.07% +2,621 Timeline QMAR 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: 22,716 shares; 2024Q4: 22,578 shares; 2025Q1: 35,474 shares; 2025Q2: 34,230 shares; 2025Q3: 33,247 shares; 2025Q4: 33,205 shares; 2026Q1: 28,981 shares 28,981 $974K 0.07% -4,224 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,598 shares 24,598 $971K 0.07% new 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: 9,300 shares; 2024Q4: 7,187 shares; 2025Q1: 7,204 shares; 2025Q2: 7,785 shares; 2025Q3: 10,844 shares; 2025Q4: 11,391 shares; 2026Q1: 11,191 shares 11,191 $970K 0.07% -200 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,146 shares; 2025Q1: 7,912 shares; 2025Q2: 7,869 shares; 2025Q3: 8,037 shares; 2025Q4: 7,781 shares; 2026Q1: 7,751 shares 7,751 $967K 0.07% -30 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 771 shares; 2024Q4: 652 shares; 2025Q1: 692 shares; 2025Q2: 9,154 shares; 2025Q3: 9,070 shares; 2025Q4: 12,384 shares; 2026Q1: 10,140 shares 10,140 $936K 0.07% -2,244 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 2,929 shares; 2025Q1: 3,208 shares; 2025Q2: 3,207 shares; 2025Q3: 3,209 shares; 2025Q4: 3,635 shares; 2026Q1: 3,208 shares 3,208 $932K 0.07% -427 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,555 shares; 2024Q4: 4,622 shares; 2025Q1: 4,478 shares; 2025Q2: 4,380 shares; 2025Q3: 5,070 shares; 2025Q4: 5,233 shares; 2026Q1: 6,093 shares 6,093 $931K 0.07% +860 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,980 shares; 2025Q3: 4,626 shares; 2025Q4: 5,366 shares; 2026Q1: 6,136 shares 6,136 $922K 0.07% +770 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 709 shares; 2025Q1: 782 shares; 2025Q2: 833 shares; 2025Q3: 619 shares; 2025Q4: 797 shares; 2026Q1: 1,055 shares 1,055 $913K 0.06% +258 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,900 shares; 2024Q4: 8,293 shares; 2025Q1: 12,210 shares; 2025Q2: 12,927 shares; 2025Q3: 14,589 shares; 2025Q4: 11,412 shares; 2026Q1: 10,145 shares 10,145 $909K 0.06% -1,267 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 reported; 2024Q4: 2,706 shares; 2025Q1: 3,447 shares; 2025Q2: 3,103 shares; 2025Q3: 3,520 shares; 2025Q4: 4,101 shares; 2026Q1: 4,291 shares 4,291 $906K 0.06% +190 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,022 shares; 2025Q1: 9,446 shares; 2025Q2: 6,119 shares; 2025Q3: 6,867 shares; 2025Q4: 7,678 shares; 2026Q1: 7,364 shares 7,364 $904K 0.06% -314 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,129 shares; 2025Q2: 1,914 shares; 2025Q3: 2,657 shares; 2025Q4: 3,843 shares; 2026Q1: 3,803 shares 3,803 $904K 0.06% -40 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,718 shares; 2024Q4: 23,822 shares; 2025Q1: 18,208 shares; 2025Q2: 25,928 shares; 2025Q3: 46,693 shares; 2025Q4: 29,189 shares; 2026Q1: 28,228 shares 28,228 $904K 0.06% -961 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 7,356 shares; 2025Q1: 6,242 shares; 2025Q2: 9,577 shares; 2025Q3: 11,037 shares; 2025Q4: 8,917 shares; 2026Q1: 19,240 shares 19,240 $901K 0.06% +10,323 Timeline QTOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 29,740 shares; 2025Q1: 29,740 shares; 2025Q2: 29,937 shares; 2025Q3: 29,937 shares; 2025Q4: 29,937 shares; 2026Q1: 30,002 shares 30,002 $898K 0.06% +65 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,703 shares; 2024Q4: 21,682 shares; 2025Q1: 21,403 shares; 2025Q2: 21,848 shares; 2025Q3: 20,763 shares; 2025Q4: 20,513 shares; 2026Q1: 18,750 shares 18,750 $881K 0.06% -1,763 Timeline GGAL GRUPO FINANCIERO GALICIA S.A More: the full row for GRUPO FINANCIERO GALICIA S.A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,552 shares; 2024Q4: 12,449 shares; 2025Q1: 19,096 shares; 2025Q2: 40,648 shares; 2025Q3: 48,521 shares; 2025Q4: 23,702 shares; 2026Q1: 18,569 shares 18,569 $867K 0.06% -5,133 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 9,218 shares; 2025Q1: 10,048 shares; 2025Q2: 11,364 shares; 2025Q3: 11,185 shares; 2025Q4: 9,526 shares; 2026Q1: 8,906 shares 8,906 $866K 0.06% -620 Timeline RDVI 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: 11,350 shares; 2024Q4: 18,416 shares; 2025Q1: 22,016 shares; 2025Q2: 26,716 shares; 2025Q3: 27,041 shares; 2025Q4: 33,413 shares; 2026Q1: 33,413 shares 33,413 $854K 0.06% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 2,154 shares; 2025Q1: 1,503 shares; 2025Q2: 1,461 shares; 2025Q3: 1,953 shares; 2025Q4: 2,041 shares; 2026Q1: 1,974 shares 1,974 $854K 0.06% -67 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,909 shares; 2025Q3: 7,374 shares; 2025Q4: 6,436 shares; 2026Q1: 17,600 shares 17,600 $845K 0.06% +11,164 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,547 shares; 2024Q4: 5,768 shares; 2025Q1: 7,571 shares; 2025Q2: 6,813 shares; 2025Q3: 6,761 shares; 2025Q4: 6,304 shares; 2026Q1: 6,451 shares 6,451 $845K 0.06% +147 Timeline VIST VISTA ENERGY S.A.B. DE C.V. More: the full row for VISTA ENERGY S.A.B. DE C.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,158 shares; 2025Q1: 60,253 shares; 2025Q2: 52,107 shares; 2025Q3: 84,705 shares; 2025Q4: 28,131 shares; 2026Q1: 11,142 shares 11,142 $841K 0.06% -16,989 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: 11,640 shares; 2024Q4: 17,020 shares; 2025Q1: 10,868 shares; 2025Q2: 12,458 shares; 2025Q3: 12,437 shares; 2025Q4: 11,919 shares; 2026Q1: 14,274 shares 14,274 $839K 0.06% +2,355 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,032 shares; 2024Q4: 8,039 shares; 2025Q1: 5,978 shares; 2025Q2: 5,978 shares; 2025Q3: 5,909 shares; 2025Q4: 5,873 shares; 2026Q1: 5,873 shares 5,873 $835K 0.06% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,690 shares; 2025Q1: 3,364 shares; 2025Q2: 4,244 shares; 2025Q3: 3,859 shares; 2025Q4: 3,190 shares; 2026Q1: 2,538 shares 2,538 $834K 0.06% -652 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,467 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,845 shares; 2025Q3: 5,673 shares; 2025Q4: 6,587 shares; 2026Q1: 8,978 shares 8,978 $832K 0.06% +2,391 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,917 shares; 2024Q4: 3,566 shares; 2025Q1: 3,951 shares; 2025Q2: 4,003 shares; 2025Q3: 4,028 shares; 2025Q4: 4,407 shares; 2026Q1: 5,477 shares 5,477 $826K 0.06% +1,070 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,603 shares; 2024Q4: 7,543 shares; 2025Q1: 8,509 shares; 2025Q2: 7,168 shares; 2025Q3: 7,570 shares; 2025Q4: 7,325 shares; 2026Q1: 8,393 shares 8,393 $826K 0.06% +1,068 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,069 shares; 2025Q1: 3,833 shares; 2025Q2: 2,674 shares; 2025Q3: 3,198 shares; 2025Q4: 4,829 shares; 2026Q1: 6,962 shares 6,962 $819K 0.06% +2,133 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,005 shares; 2024Q4: 3,957 shares; 2025Q1: 4,068 shares; 2025Q2: 3,689 shares; 2025Q3: 3,618 shares; 2025Q4: 5,331 shares; 2026Q1: 5,145 shares 5,145 $816K 0.06% -186 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 7,681 shares; 2025Q1: 8,734 shares; 2025Q2: 14,356 shares; 2025Q3: 14,648 shares; 2025Q4: 13,099 shares; 2026Q1: 12,998 shares 12,998 $815K 0.06% -101 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: 2,593 shares; 2024Q4: 2,494 shares; 2025Q1: 4,910 shares; 2025Q2: 4,751 shares; 2025Q3: 5,058 shares; 2025Q4: 4,294 shares; 2026Q1: 4,313 shares 4,313 $804K 0.06% +19 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,419 shares; 2024Q4: 11,725 shares; 2025Q1: 14,631 shares; 2025Q2: 13,816 shares; 2025Q3: 15,653 shares; 2025Q4: 14,001 shares; 2026Q1: 12,813 shares 12,813 $804K 0.06% -1,188 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,823 shares; 2025Q1: not reported; 2025Q2: 3,067 shares; 2025Q3: 2,495 shares; 2025Q4: 2,620 shares; 2026Q1: 2,058 shares 2,058 $799K 0.06% -562 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,768 shares; 2025Q1: 9,969 shares; 2025Q2: 12,610 shares; 2025Q3: 11,382 shares; 2025Q4: 8,547 shares; 2026Q1: 13,696 shares 13,696 $794K 0.06% +5,149 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,912 shares; 2024Q4: 25,974 shares; 2025Q1: 28,477 shares; 2025Q2: 25,996 shares; 2025Q3: 26,929 shares; 2025Q4: 26,203 shares; 2026Q1: 27,543 shares 27,543 $791K 0.06% +1,340 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,553 shares; 2024Q4: 8,195 shares; 2025Q1: 6,017 shares; 2025Q2: 6,214 shares; 2025Q3: 6,265 shares; 2025Q4: 6,033 shares; 2026Q1: 6,021 shares 6,021 $789K 0.06% -12 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,591 shares; 2024Q4: 3,504 shares; 2025Q1: 4,868 shares; 2025Q2: 3,203 shares; 2025Q3: 2,861 shares; 2025Q4: 4,358 shares; 2026Q1: 3,426 shares 3,426 $787K 0.06% -932 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: 1,732 shares; 2024Q4: 1,478 shares; 2025Q1: 1,578 shares; 2025Q2: 1,562 shares; 2025Q3: 1,420 shares; 2025Q4: 1,508 shares; 2026Q1: 1,132 shares 1,132 $772K 0.05% -376 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,479 shares; 2026Q1: 2,848 shares 2,848 $770K 0.05% +369 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 1,909 shares; 2025Q1: 1,834 shares; 2025Q2: 1,894 shares; 2025Q3: 1,932 shares; 2025Q4: 2,072 shares; 2026Q1: 2,210 shares 2,210 $758K 0.05% +138 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 222 shares; 2025Q1: 503 shares; 2025Q2: 814 shares; 2025Q3: 806 shares; 2025Q4: 822 shares; 2026Q1: 772 shares 772 $757K 0.05% -50 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,425 shares; 2024Q4: 15,049 shares; 2025Q1: 13,285 shares; 2025Q2: 16,645 shares; 2025Q3: 21,914 shares; 2025Q4: 16,947 shares; 2026Q1: 13,954 shares 13,954 $754K 0.05% -2,993 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,415 shares; 2024Q4: 8,723 shares; 2025Q1: 8,839 shares; 2025Q2: 10,706 shares; 2025Q3: 10,557 shares; 2025Q4: 10,438 shares; 2026Q1: 12,168 shares 12,168 $752K 0.05% +1,730 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 1,922 shares; 2025Q1: 4,524 shares; 2025Q2: 4,738 shares; 2025Q3: 7,050 shares; 2025Q4: 6,905 shares; 2026Q1: 5,673 shares 5,673 $750K 0.05% -1,232 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: 4,240 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,199 shares; 2025Q4: 4,734 shares; 2026Q1: 5,930 shares 5,930 $749K 0.05% +1,196 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 18,500 shares; 2025Q4: 36,525 shares; 2026Q1: 36,267 shares 36,267 $740K 0.05% -258 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,975 shares; 2025Q1: 2,093 shares; 2025Q2: 3,747 shares; 2025Q3: 4,200 shares; 2025Q4: 5,983 shares; 2026Q1: 6,206 shares 6,206 $736K 0.05% +223 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,701 shares; 2025Q3: 29,247 shares; 2025Q4: 29,247 shares; 2026Q1: 31,369 shares 31,369 $730K 0.05% +2,122 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 4,452 shares; 2025Q1: 3,915 shares; 2025Q2: 4,269 shares; 2025Q3: 4,333 shares; 2025Q4: 3,456 shares; 2026Q1: 4,219 shares 4,219 $728K 0.05% +763 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,536 shares; 2026Q1: 12,772 shares 12,772 $728K 0.05% +2,236 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,517 shares; 2026Q1: 6,567 shares 6,567 $728K 0.05% +4,050 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,603 shares; 2025Q1: 7,007 shares; 2025Q2: 6,145 shares; 2025Q3: 6,099 shares; 2025Q4: 6,267 shares; 2026Q1: 4,625 shares 4,625 $727K 0.05% -1,642 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,869 shares; 2024Q4: 16,210 shares; 2025Q1: 12,354 shares; 2025Q2: 12,735 shares; 2025Q3: 12,837 shares; 2025Q4: 10,790 shares; 2026Q1: 10,762 shares 10,762 $727K 0.05% -28 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,978 shares; 2025Q2: 14,337 shares; 2025Q3: 14,784 shares; 2025Q4: 14,404 shares; 2026Q1: 14,402 shares 14,402 $727K 0.05% -2 Timeline SECU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,565 shares 14,565 $726K 0.05% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,143 shares; 2024Q4: 2,791 shares; 2025Q1: 2,986 shares; 2025Q2: 3,556 shares; 2025Q3: 3,501 shares; 2025Q4: 3,069 shares; 2026Q1: 3,631 shares 3,631 $720K 0.05% +562 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,275 shares; 2026Q1: 6,725 shares 6,725 $713K 0.05% +450 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: 1,242 shares; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 1,220 shares; 2025Q3: 1,409 shares; 2025Q4: 2,573 shares; 2026Q1: 2,169 shares 2,169 $713K 0.05% -404 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: 13,314 shares; 2024Q4: 10,843 shares; 2025Q1: 10,970 shares; 2025Q2: 12,046 shares; 2025Q3: 11,723 shares; 2025Q4: 12,655 shares; 2026Q1: 10,789 shares 10,789 $712K 0.05% -1,866 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,954 shares; 2024Q4: 26,574 shares; 2025Q1: 41,463 shares; 2025Q2: 57,281 shares; 2025Q3: 92,766 shares; 2025Q4: 34,053 shares; 2026Q1: 49,364 shares 49,364 $709K 0.05% +15,311 Timeline FJAN 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: 34,779 shares; 2024Q4: 12,295 shares; 2025Q1: 12,009 shares; 2025Q2: 11,709 shares; 2025Q3: 11,709 shares; 2025Q4: 11,709 shares; 2026Q1: 14,049 shares 14,049 $708K 0.05% +2,340 Timeline CAIQ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,428 shares; 2026Q1: 29,702 shares 29,702 $708K 0.05% +16,274 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 1,180 shares; 2025Q1: 1,196 shares; 2025Q2: 1,186 shares; 2025Q3: 1,216 shares; 2025Q4: 1,248 shares; 2026Q1: 1,422 shares 1,422 $705K 0.05% +174 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: not reported; 2025Q1: 8,965 shares; 2025Q2: 9,755 shares; 2025Q3: 9,398 shares; 2025Q4: 6,569 shares; 2026Q1: 6,325 shares 6,325 $705K 0.05% -244 Timeline NNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,284 shares 25,284 $704K 0.05% new 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 reported; 2024Q4: 620 shares; 2025Q1: 642 shares; 2025Q2: 641 shares; 2025Q3: not reported; 2025Q4: 788 shares; 2026Q1: 1,299 shares 1,299 $699K 0.05% +511 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: 17,369 shares; 2024Q4: 16,836 shares; 2025Q1: 17,632 shares; 2025Q2: 17,219 shares; 2025Q3: 17,909 shares; 2025Q4: 18,074 shares; 2026Q1: 15,188 shares 15,188 $698K 0.05% -2,886 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,490 shares; 2024Q4: 12,434 shares; 2025Q1: 16,366 shares; 2025Q2: 19,058 shares; 2025Q3: 19,969 shares; 2025Q4: 22,615 shares; 2026Q1: 25,198 shares 25,198 $688K 0.05% +2,583 Timeline DBB INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,337 shares; 2024Q4: 31,336 shares; 2025Q1: 31,336 shares; 2025Q2: 31,336 shares; 2025Q3: 31,336 shares; 2025Q4: 31,336 shares; 2026Q1: 29,178 shares 29,178 $686K 0.05% -2,158 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: 3,194 shares; 2024Q4: 3,143 shares; 2025Q1: 3,557 shares; 2025Q2: 5,352 shares; 2025Q3: 7,861 shares; 2025Q4: 4,165 shares; 2026Q1: 7,179 shares 7,179 $685K 0.05% +3,014 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,058 shares 14,058 $678K 0.05% new Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,464 shares; 2024Q4: 24,946 shares; 2025Q1: 24,946 shares; 2025Q2: 24,946 shares; 2025Q3: 24,946 shares; 2025Q4: 24,946 shares; 2026Q1: 24,946 shares 24,946 $677K 0.05% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,803 shares; 2025Q1: 6,539 shares; 2025Q2: 6,370 shares; 2025Q3: 6,374 shares; 2025Q4: 7,108 shares; 2026Q1: 6,915 shares 6,915 $677K 0.05% -193 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,714 shares; 2025Q3: 10,481 shares; 2025Q4: 9,424 shares; 2026Q1: 9,424 shares 9,424 $675K 0.05% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,798 shares; 2024Q4: 12,134 shares; 2025Q1: 12,134 shares; 2025Q2: 11,477 shares; 2025Q3: 11,302 shares; 2025Q4: 6,108 shares; 2026Q1: 5,294 shares 5,294 $674K 0.05% -814 Timeline QDEC 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: 12,450 shares; 2024Q4: 12,875 shares; 2025Q1: 13,039 shares; 2025Q2: 13,039 shares; 2025Q3: 14,781 shares; 2025Q4: 23,333 shares; 2026Q1: 21,380 shares 21,380 $673K 0.05% -1,953 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,757 shares; 2025Q2: 11,795 shares; 2025Q3: 32,109 shares; 2025Q4: 38,991 shares; 2026Q1: 39,366 shares 39,366 $672K 0.05% +375 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,349 shares 7,349 $664K 0.05% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,531 shares; 2024Q4: 2,128 shares; 2025Q1: 2,086 shares; 2025Q2: 2,106 shares; 2025Q3: 2,121 shares; 2025Q4: 2,385 shares; 2026Q1: 2,159 shares 2,159 $657K 0.05% -226 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,530 shares; 2024Q4: 5,089 shares; 2025Q1: 5,542 shares; 2025Q2: 5,663 shares; 2025Q3: 5,431 shares; 2025Q4: 5,117 shares; 2026Q1: 3,130 shares 3,130 $654K 0.05% -1,987 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 7,328 shares; 2025Q1: 6,847 shares; 2025Q2: 6,294 shares; 2025Q3: 6,943 shares; 2025Q4: 6,586 shares; 2026Q1: 6,928 shares 6,928 $651K 0.05% +342 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,471 shares; 2025Q3: 4,807 shares; 2025Q4: 3,506 shares; 2026Q1: 3,957 shares 3,957 $649K 0.05% +451 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,960 shares; 2026Q1: 12,667 shares 12,667 $648K 0.05% +8,707 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,188 shares; 2024Q4: 8,175 shares; 2025Q1: 10,803 shares; 2025Q2: 11,652 shares; 2025Q3: 11,977 shares; 2025Q4: 11,379 shares; 2026Q1: 12,259 shares 12,259 $644K 0.05% +880 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,428 shares; 2025Q4: 4,476 shares; 2026Q1: 4,749 shares 4,749 $643K 0.05% +273 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,200 shares 25,200 $643K 0.05% new Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,290 shares; 2024Q4: 16,204 shares; 2025Q1: 16,114 shares; 2025Q2: 15,569 shares; 2025Q3: 14,599 shares; 2025Q4: 14,536 shares; 2026Q1: 13,625 shares 13,625 $641K 0.05% -911 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 1,670 shares; 2025Q1: 814 shares; 2025Q2: 782 shares; 2025Q3: 611 shares; 2025Q4: 891 shares; 2026Q1: 1,167 shares 1,167 $640K 0.05% +276 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: 1,892 shares; 2025Q1: 1,860 shares; 2025Q2: 1,855 shares; 2025Q3: 1,454 shares; 2025Q4: 1,367 shares; 2026Q1: 1,438 shares 1,438 $639K 0.05% +71 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,422 shares 10,422 $636K 0.05% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,140 shares; 2024Q4: 19,018 shares; 2025Q1: 19,018 shares; 2025Q2: 27,648 shares; 2025Q3: 29,334 shares; 2025Q4: 29,660 shares; 2026Q1: 37,030 shares 37,030 $634K 0.05% +7,370 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,725 shares; 2026Q1: 16,061 shares 16,061 $628K 0.04% +2,336 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,447 shares 17,447 $620K 0.04% new Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,177 shares; 2025Q2: 2,350 shares; 2025Q3: 2,311 shares; 2025Q4: 2,578 shares; 2026Q1: 1,557 shares 1,557 $620K 0.04% -1,021 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,913 shares; 2025Q1: 9,913 shares; 2025Q2: 9,913 shares; 2025Q3: 9,913 shares; 2025Q4: 11,575 shares; 2026Q1: 11,575 shares 11,575 $618K 0.04% 0 Timeline GMAR 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: 18,106 shares; 2024Q4: 17,878 shares; 2025Q1: 15,407 shares; 2025Q2: 16,342 shares; 2025Q3: 16,260 shares; 2025Q4: 15,960 shares; 2026Q1: 14,704 shares 14,704 $613K 0.04% -1,256 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,658 shares; 2024Q4: 2,114 shares; 2025Q1: 2,200 shares; 2025Q2: 2,516 shares; 2025Q3: 2,549 shares; 2025Q4: 2,176 shares; 2026Q1: 2,126 shares 2,126 $610K 0.04% -50 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,145 shares; 2024Q4: 2,169 shares; 2025Q1: 2,107 shares; 2025Q2: 1,907 shares; 2025Q3: 1,816 shares; 2025Q4: 1,726 shares; 2026Q1: 1,707 shares 1,707 $608K 0.04% -19 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,440 shares; 2026Q1: 6,037 shares 6,037 $607K 0.04% -403 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,982 shares; 2025Q3: 16,261 shares; 2025Q4: 9,885 shares; 2026Q1: 8,756 shares 8,756 $607K 0.04% -1,129 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares; 2026Q1: 2,049 shares 2,049 $605K 0.04% +1,229 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,807 shares 10,807 $604K 0.04% new Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,750 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares; 2026Q1: 12,719 shares 12,719 $602K 0.04% +2,669 Timeline ARTY 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: 13,214 shares; 2024Q4: 13,214 shares; 2025Q1: 27,616 shares; 2025Q2: 12,107 shares; 2025Q3: 11,805 shares; 2025Q4: 12,526 shares; 2026Q1: 12,928 shares 12,928 $602K 0.04% +402 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,053 shares; 2024Q4: 25,209 shares; 2025Q1: 10,962 shares; 2025Q2: 9,401 shares; 2025Q3: 15,590 shares; 2025Q4: 8,817 shares; 2026Q1: 8,165 shares 8,165 $601K 0.04% -652 Timeline IEUR 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: 38,531 shares; 2024Q4: 33,533 shares; 2025Q1: 33,036 shares; 2025Q2: 30,183 shares; 2025Q3: 29,616 shares; 2025Q4: 29,983 shares; 2026Q1: 8,509 shares 8,509 $598K 0.04% -21,474 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: 11,434 shares; 2024Q4: 7,252 shares; 2025Q1: 8,197 shares; 2025Q2: 7,174 shares; 2025Q3: 6,988 shares; 2025Q4: 6,896 shares; 2026Q1: 8,187 shares 8,187 $596K 0.04% +1,291 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: 4,005 shares; 2024Q4: 1,855 shares; 2025Q1: 2,010 shares; 2025Q2: 1,957 shares; 2025Q3: 1,987 shares; 2025Q4: 1,772 shares; 2026Q1: 1,872 shares 1,872 $596K 0.04% +100 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,412 shares; 2024Q4: 5,947 shares; 2025Q1: 5,872 shares; 2025Q2: 5,264 shares; 2025Q3: 3,902 shares; 2025Q4: 3,504 shares; 2026Q1: 3,279 shares 3,279 $595K 0.04% -225 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 2,127 shares; 2025Q1: 3,932 shares; 2025Q2: 4,653 shares; 2025Q3: 3,925 shares; 2025Q4: 3,003 shares; 2026Q1: 4,754 shares 4,754 $593K 0.04% +1,751 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,501 shares; 2025Q4: 8,262 shares; 2026Q1: 12,919 shares 12,919 $593K 0.04% +4,657 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,080 shares 10,080 $593K 0.04% new Timeline SPD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,903 shares; 2024Q4: 16,273 shares; 2025Q1: 16,273 shares; 2025Q2: 16,273 shares; 2025Q3: 16,220 shares; 2025Q4: 16,220 shares; 2026Q1: 16,220 shares 16,220 $590K 0.04% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,580 shares; 2025Q4: 3,241 shares; 2026Q1: 6,548 shares 6,548 $590K 0.04% +3,307 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,773 shares; 2025Q3: 10,042 shares; 2025Q4: 10,062 shares; 2026Q1: 13,297 shares 13,297 $587K 0.04% +3,235 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,140 shares; 2025Q1: 829 shares; 2025Q2: 884 shares; 2025Q3: 791 shares; 2025Q4: 707 shares; 2026Q1: 654 shares 654 $585K 0.04% -53 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: 3,812 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,347 shares; 2026Q1: 5,353 shares 5,353 $579K 0.04% +6 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,866 shares; 2024Q4: 5,980 shares; 2025Q1: 4,324 shares; 2025Q2: 8,083 shares; 2025Q3: 7,142 shares; 2025Q4: 8,638 shares; 2026Q1: 8,021 shares 8,021 $576K 0.04% -617 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,908 shares; 2025Q1: 1,910 shares; 2025Q2: 1,796 shares; 2025Q3: 1,864 shares; 2025Q4: 1,834 shares; 2026Q1: 1,748 shares 1,748 $572K 0.04% -86 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,675 shares; 2024Q4: 12,573 shares; 2025Q1: 12,946 shares; 2025Q2: 11,723 shares; 2025Q3: 11,658 shares; 2025Q4: 11,483 shares; 2026Q1: 10,868 shares 10,868 $570K 0.04% -615 Timeline DEED 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: 29,381 shares; 2024Q4: 33,280 shares; 2025Q1: 33,280 shares; 2025Q2: 32,500 shares; 2025Q3: 31,900 shares; 2025Q4: 27,700 shares; 2026Q1: 26,700 shares 26,700 $570K 0.04% -1,000 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,867 shares; 2024Q4: 15,570 shares; 2025Q1: 11,297 shares; 2025Q2: 13,724 shares; 2025Q3: 13,754 shares; 2025Q4: 13,736 shares; 2026Q1: 13,956 shares 13,956 $569K 0.04% +220 Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,139 shares 20,139 $568K 0.04% new Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 35,393 shares; 2025Q1: 31,893 shares; 2025Q2: 29,893 shares; 2025Q3: 29,893 shares; 2025Q4: 40,304 shares; 2026Q1: 25,841 shares 25,841 $568K 0.04% -14,463 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 3,996 shares; 2025Q1: 4,266 shares; 2025Q2: 4,778 shares; 2025Q3: 4,534 shares; 2025Q4: 4,483 shares; 2026Q1: 5,099 shares 5,099 $568K 0.04% +616 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,768 shares; 2025Q3: 4,466 shares; 2025Q4: 9,475 shares; 2026Q1: 10,681 shares 10,681 $568K 0.04% +1,206 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,396 shares; 2025Q4: 2,641 shares; 2026Q1: 3,459 shares 3,459 $566K 0.04% +818 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,568 shares; 2024Q4: 1,554 shares; 2025Q1: 1,519 shares; 2025Q2: 1,567 shares; 2025Q3: 1,705 shares; 2025Q4: 1,829 shares; 2026Q1: 1,330 shares 1,330 $565K 0.04% -499 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,648 shares; 2024Q4: 7,525 shares; 2025Q1: 6,318 shares; 2025Q2: 5,627 shares; 2025Q3: 4,238 shares; 2025Q4: 4,298 shares; 2026Q1: 6,073 shares 6,073 $562K 0.04% +1,775 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,778 shares; 2024Q4: 2,639 shares; 2025Q1: 2,545 shares; 2025Q2: 4,090 shares; 2025Q3: 4,282 shares; 2025Q4: 3,846 shares; 2026Q1: 3,060 shares 3,060 $558K 0.04% -786 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,707 shares; 2024Q4: 2,171 shares; 2025Q1: 2,310 shares; 2025Q2: 2,360 shares; 2025Q3: 2,419 shares; 2025Q4: 2,488 shares; 2026Q1: 2,674 shares 2,674 $556K 0.04% +186 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,005 shares; 2025Q3: 24,985 shares; 2025Q4: 22,499 shares; 2026Q1: 22,267 shares 22,267 $556K 0.04% -232 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,732 shares; 2024Q4: 4,050 shares; 2025Q1: 2,997 shares; 2025Q2: 3,778 shares; 2025Q3: 3,782 shares; 2025Q4: 3,268 shares; 2026Q1: 2,269 shares 2,269 $551K 0.04% -999 Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,967 shares; 2026Q1: 4,958 shares 4,958 $547K 0.04% -9 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 6,767 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,274 shares; 2025Q4: 11,287 shares; 2026Q1: 10,963 shares 10,963 $545K 0.04% -324 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: 390 shares; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 232 shares; 2025Q3: 233 shares; 2025Q4: 282 shares; 2026Q1: 370 shares 370 $545K 0.04% +88 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,418 shares; 2024Q4: 2,350 shares; 2025Q1: 2,460 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,123 shares; 2026Q1: 5,123 shares 5,123 $544K 0.04% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,822 shares; 2024Q4: 2,698 shares; 2025Q1: 2,644 shares; 2025Q2: 2,536 shares; 2025Q3: 2,420 shares; 2025Q4: 2,445 shares; 2026Q1: 1,854 shares 1,854 $541K 0.04% -591 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: 2,365 shares; 2024Q4: 2,342 shares; 2025Q1: 2,282 shares; 2025Q2: 2,509 shares; 2025Q3: 2,574 shares; 2025Q4: 4,762 shares; 2026Q1: 4,940 shares 4,940 $538K 0.04% +178 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 456 shares; 2024Q4: 456 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 456 shares; 2025Q4: 456 shares; 2026Q1: 449 shares 449 $535K 0.04% -7 SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,165 shares; 2025Q1: 2,417 shares; 2025Q2: 2,639 shares; 2025Q3: 3,052 shares; 2025Q4: 3,039 shares; 2026Q1: 3,121 shares 3,121 $534K 0.04% +82 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,401 shares; 2026Q1: 11,112 shares 11,112 $532K 0.04% +1,711 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,009 shares; 2024Q4: 9,764 shares; 2025Q1: 9,943 shares; 2025Q2: 10,005 shares; 2025Q3: 9,734 shares; 2025Q4: 8,890 shares; 2026Q1: 9,740 shares 9,740 $531K 0.04% +850 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares; 2026Q1: 5,254 shares 5,254 $528K 0.04% +3,100 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,117 shares; 2024Q4: 2,039 shares; 2025Q1: 2,039 shares; 2025Q2: 2,039 shares; 2025Q3: 2,039 shares; 2025Q4: 2,039 shares; 2026Q1: 2,039 shares 2,039 $525K 0.04% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,880 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,267 shares; 2025Q3: 9,355 shares; 2025Q4: 7,962 shares; 2026Q1: 8,975 shares 8,975 $525K 0.04% +1,013 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,377 shares; 2024Q4: 6,589 shares; 2025Q1: 6,578 shares; 2025Q2: 6,270 shares; 2025Q3: 6,207 shares; 2025Q4: 6,209 shares; 2026Q1: 5,644 shares 5,644 $524K 0.04% -565 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,399 shares; 2024Q4: 1,567 shares; 2025Q1: 1,911 shares; 2025Q2: 1,815 shares; 2025Q3: 1,700 shares; 2025Q4: 1,881 shares; 2026Q1: 2,484 shares 2,484 $522K 0.04% +603 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: 69,667 shares; 2024Q4: 66,331 shares; 2025Q1: 44,487 shares; 2025Q2: 47,479 shares; 2025Q3: 47,857 shares; 2025Q4: 46,336 shares; 2026Q1: 45,058 shares 45,058 $520K 0.04% -1,278 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,234 shares 12,234 $520K 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,442 shares; 2024Q4: 10,565 shares; 2025Q1: 10,407 shares; 2025Q2: 12,592 shares; 2025Q3: 14,197 shares; 2025Q4: 11,009 shares; 2026Q1: 9,662 shares 9,662 $510K 0.04% -1,347 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: 4,887 shares; 2024Q4: 5,152 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares; 2026Q1: 2,034 shares 2,034 $510K 0.04% +294 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,585 shares; 2025Q4: 6,205 shares; 2026Q1: 5,505 shares 5,505 $508K 0.04% -700 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,321 shares; 2025Q1: 1,481 shares; 2025Q2: 3,210 shares; 2025Q3: 3,766 shares; 2025Q4: 3,534 shares; 2026Q1: 1,841 shares 1,841 $506K 0.04% -1,693 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,342 shares; 2026Q1: 5,438 shares 5,438 $506K 0.04% +96 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,100 shares; 2026Q1: 13,400 shares 13,400 $498K 0.04% +2,300 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,122 shares; 2026Q1: 9,948 shares 9,948 $497K 0.04% -174 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,166 shares; 2024Q4: 2,214 shares; 2025Q1: 1,561 shares; 2025Q2: 1,688 shares; 2025Q3: 2,314 shares; 2025Q4: 2,074 shares; 2026Q1: 2,138 shares 2,138 $493K 0.04% +64 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,391 shares 4,391 $492K 0.04% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,116 shares; 2024Q4: 15,455 shares; 2025Q1: 20,906 shares; 2025Q2: 22,326 shares; 2025Q3: 22,625 shares; 2025Q4: 25,748 shares; 2026Q1: 29,810 shares 29,810 $490K 0.03% +4,062 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,774 shares; 2024Q4: 19,982 shares; 2025Q1: 22,874 shares; 2025Q2: 22,374 shares; 2025Q3: 12,910 shares; 2025Q4: 10,189 shares; 2026Q1: 9,727 shares 9,727 $488K 0.03% -462 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,071 shares; 2025Q2: 2,245 shares; 2025Q3: 2,167 shares; 2025Q4: 2,486 shares; 2026Q1: 2,277 shares 2,277 $481K 0.03% -209 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,233 shares; 2024Q4: 8,276 shares; 2025Q1: 4,704 shares; 2025Q2: 5,100 shares; 2025Q3: 4,673 shares; 2025Q4: 4,428 shares; 2026Q1: 6,613 shares 6,613 $481K 0.03% +2,185 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,112 shares; 2024Q4: 14,060 shares; 2025Q1: 12,598 shares; 2025Q2: 12,214 shares; 2025Q3: 12,626 shares; 2025Q4: 7,343 shares; 2026Q1: 12,694 shares 12,694 $480K 0.03% +5,351 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,919 shares; 2025Q2: 5,948 shares; 2025Q3: 5,824 shares; 2025Q4: 5,818 shares; 2026Q1: 5,872 shares 5,872 $480K 0.03% +54 Timeline XEVTX EATON VANCE TAX ADVT DIV INC More: the full row for EATON VANCE TAX ADVT DIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,500 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 19,500 shares; 2025Q4: 19,500 shares; 2026Q1: 19,500 shares 19,500 $479K 0.03% 0 Timeline DAX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,290 shares 11,290 $476K 0.03% new Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,367 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,109 shares; 2026Q1: 10,444 shares 10,444 $474K 0.03% -1,665 Timeline GRNJ TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,900 shares 18,900 $473K 0.03% new Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,800 shares; 2024Q4: 23,800 shares; 2025Q1: 23,800 shares; 2025Q2: 23,800 shares; 2025Q3: 23,800 shares; 2025Q4: 23,800 shares; 2026Q1: 23,800 shares 23,800 $470K 0.03% 0 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 1,813 shares; 2025Q1: not reported; 2025Q2: 1,577 shares; 2025Q3: 1,577 shares; 2025Q4: 3,221 shares; 2026Q1: 2,956 shares 2,956 $469K 0.03% -265 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,627 shares; 2024Q4: 7,665 shares; 2025Q1: 6,625 shares; 2025Q2: 7,470 shares; 2025Q3: 6,689 shares; 2025Q4: 5,873 shares; 2026Q1: 3,714 shares 3,714 $469K 0.03% -2,159 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,340 shares; 2024Q4: 4,443 shares; 2025Q1: 4,087 shares; 2025Q2: 3,919 shares; 2025Q3: 4,253 shares; 2025Q4: 3,092 shares; 2026Q1: 2,360 shares 2,360 $468K 0.03% -732 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,731 shares; 2026Q1: 17,951 shares 17,951 $459K 0.03% +6,220 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,719 shares; 2025Q1: 4,719 shares; 2025Q2: 4,761 shares; 2025Q3: 4,761 shares; 2025Q4: 4,719 shares; 2026Q1: 4,719 shares 4,719 $458K 0.03% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,133 shares; 2026Q1: 42,001 shares 42,001 $457K 0.03% -10,132 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,103 shares; 2024Q4: 23,298 shares; 2025Q1: 16,015 shares; 2025Q2: 25,023 shares; 2025Q3: 24,966 shares; 2025Q4: 22,628 shares; 2026Q1: 21,994 shares 21,994 $455K 0.03% -634 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: 7,913 shares; 2024Q4: 9,433 shares; 2025Q1: 9,908 shares; 2025Q2: 12,582 shares; 2025Q3: 10,157 shares; 2025Q4: 8,653 shares; 2026Q1: 10,892 shares 10,892 $454K 0.03% +2,239 Timeline JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 66,950 shares; 2025Q1: 77,150 shares; 2025Q2: 70,450 shares; 2025Q3: 66,450 shares; 2025Q4: 65,500 shares; 2026Q1: 65,520 shares 65,520 $452K 0.03% +20 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,484 shares; 2026Q1: 8,302 shares 8,302 $443K 0.03% -182 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,754 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,921 shares; 2025Q4: 9,411 shares; 2026Q1: 9,411 shares 9,411 $435K 0.03% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $433K 0.03% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,484 shares; 2024Q4: 1,196 shares; 2025Q1: 1,278 shares; 2025Q2: 1,391 shares; 2025Q3: 2,837 shares; 2025Q4: 3,018 shares; 2026Q1: 2,487 shares 2,487 $431K 0.03% -531 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,714 shares; 2026Q1: 1,687 shares 1,687 $429K 0.03% -27 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,705 shares; 2025Q4: 6,394 shares; 2026Q1: 4,479 shares 4,479 $427K 0.03% -1,915 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: 4,592 shares; 2024Q4: 3,238 shares; 2025Q1: 3,954 shares; 2025Q2: 6,639 shares; 2025Q3: 7,716 shares; 2025Q4: 4,138 shares; 2026Q1: 4,271 shares 4,271 $423K 0.03% +133 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,250 shares; 2024Q4: 4,224 shares; 2025Q1: 6,454 shares; 2025Q2: 6,876 shares; 2025Q3: 6,846 shares; 2025Q4: 6,322 shares; 2026Q1: 4,083 shares 4,083 $422K 0.03% -2,239 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,416 shares; 2024Q4: 11,321 shares; 2025Q1: 11,321 shares; 2025Q2: 11,321 shares; 2025Q3: 11,321 shares; 2025Q4: 10,991 shares; 2026Q1: 10,991 shares 10,991 $420K 0.03% 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: 5,103 shares; 2024Q4: 4,189 shares; 2025Q1: 7,345 shares; 2025Q2: 7,414 shares; 2025Q3: 7,045 shares; 2025Q4: 7,012 shares; 2026Q1: 6,863 shares 6,863 $420K 0.03% -149 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,273 shares; 2025Q4: 3,758 shares; 2026Q1: 4,829 shares 4,829 $418K 0.03% +1,071 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 404 shares; 2025Q3: 487 shares; 2025Q4: 513 shares; 2026Q1: 574 shares 574 $418K 0.03% +61 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,565 shares; 2025Q1: 3,367 shares; 2025Q2: 2,742 shares; 2025Q3: 2,828 shares; 2025Q4: 3,143 shares; 2026Q1: 3,041 shares 3,041 $417K 0.03% -102 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 12,775 shares; 2025Q1: 12,775 shares; 2025Q2: 12,775 shares; 2025Q3: 12,775 shares; 2025Q4: 12,775 shares; 2026Q1: 12,775 shares 12,775 $417K 0.03% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,315 shares; 2025Q1: 1,612 shares; 2025Q2: 3,632 shares; 2025Q3: 3,755 shares; 2025Q4: 2,849 shares; 2026Q1: 2,768 shares 2,768 $416K 0.03% -81 Timeline XMLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 9,477 shares; 2025Q1: 6,371 shares; 2025Q2: 6,412 shares; 2025Q3: 6,458 shares; 2025Q4: 6,502 shares; 2026Q1: 6,560 shares 6,560 $413K 0.03% +58 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,745 shares; 2025Q4: 3,970 shares; 2026Q1: 5,284 shares 5,284 $409K 0.03% +1,314 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 836 shares; 2025Q3: 1,032 shares; 2025Q4: 1,172 shares; 2026Q1: 1,464 shares 1,464 $409K 0.03% +292 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,292 shares; 2025Q3: 2,247 shares; 2025Q4: 2,372 shares; 2026Q1: 3,441 shares 3,441 $409K 0.03% +1,069 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 769 shares; 2025Q1: 774 shares; 2025Q2: 728 shares; 2025Q3: 687 shares; 2025Q4: 758 shares; 2026Q1: 674 shares 674 $408K 0.03% -84 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,083 shares; 2024Q4: 26,918 shares; 2025Q1: 27,003 shares; 2025Q2: 27,003 shares; 2025Q3: 26,888 shares; 2025Q4: 15,123 shares; 2026Q1: 14,915 shares 14,915 $407K 0.03% -208 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,459 shares; 2024Q4: 7,671 shares; 2025Q1: 7,632 shares; 2025Q2: 5,622 shares; 2025Q3: 7,689 shares; 2025Q4: 5,657 shares; 2026Q1: 6,118 shares 6,118 $407K 0.03% +461 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,810 shares; 2026Q1: 2,810 shares 2,810 $407K 0.03% 0 Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,470 shares; 2025Q1: 8,855 shares; 2025Q2: 10,186 shares; 2025Q3: 17,401 shares; 2025Q4: 5,781 shares; 2026Q1: 4,513 shares 4,513 $399K 0.03% -1,268 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,436 shares; 2026Q1: 5,244 shares 5,244 $399K 0.03% -192 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: 530 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,013 shares; 2025Q4: 1,074 shares; 2026Q1: 1,001 shares 1,001 $397K 0.03% -73 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: 6,260 shares; 2024Q4: 3,147 shares; 2025Q1: 3,249 shares; 2025Q2: 3,661 shares; 2025Q3: 3,660 shares; 2025Q4: 3,930 shares; 2026Q1: 4,101 shares 4,101 $396K 0.03% +171 Timeline FAPR 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: 8,794 shares; 2024Q4: 8,794 shares; 2025Q1: 8,794 shares; 2025Q2: 8,794 shares; 2025Q3: 8,794 shares; 2025Q4: 8,794 shares; 2026Q1: 8,794 shares 8,794 $395K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,379 shares; 2025Q4: 1,531 shares; 2026Q1: 1,970 shares 1,970 $394K 0.03% +439 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,259 shares; 2024Q4: 5,023 shares; 2025Q1: 5,639 shares; 2025Q2: 5,142 shares; 2025Q3: 3,329 shares; 2025Q4: 5,701 shares; 2026Q1: 3,287 shares 3,287 $389K 0.03% -2,414 Timeline PICK 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: 6,800 shares; 2024Q4: 6,800 shares; 2025Q1: 6,800 shares; 2025Q2: 6,840 shares; 2025Q3: 6,840 shares; 2025Q4: 6,840 shares; 2026Q1: 6,840 shares 6,840 $387K 0.03% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,771 shares; 2024Q4: 2,060 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,064 shares; 2025Q4: 4,203 shares; 2026Q1: 4,202 shares 4,202 $387K 0.03% -1 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,947 shares; 2024Q4: 12,359 shares; 2025Q1: 9,122 shares; 2025Q2: 24,099 shares; 2025Q3: 25,467 shares; 2025Q4: 16,955 shares; 2026Q1: 10,471 shares 10,471 $385K 0.03% -6,484 Timeline BMA BANCO MACRO S A More: the full row for BANCO MACRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,545 shares; 2025Q1: 4,174 shares; 2025Q2: 9,603 shares; 2025Q3: 10,473 shares; 2025Q4: 4,741 shares; 2026Q1: 4,957 shares 4,957 $384K 0.03% +216 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,323 shares; 2025Q1: 2,490 shares; 2025Q2: 2,757 shares; 2025Q3: 2,801 shares; 2025Q4: 2,766 shares; 2026Q1: 3,230 shares 3,230 $383K 0.03% +464 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,630 shares; 2024Q4: 4,395 shares; 2025Q1: 4,347 shares; 2025Q2: 4,291 shares; 2025Q3: 3,967 shares; 2025Q4: 4,467 shares; 2026Q1: 3,617 shares 3,617 $382K 0.03% -850 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,189 shares; 2024Q4: 3,152 shares; 2025Q1: 3,760 shares; 2025Q2: 2,482 shares; 2025Q3: 2,907 shares; 2025Q4: 2,104 shares; 2026Q1: 2,411 shares 2,411 $379K 0.03% +307 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,333 shares; 2025Q1: 13,235 shares; 2025Q2: 15,436 shares; 2025Q3: 14,718 shares; 2025Q4: 6,521 shares; 2026Q1: 7,342 shares 7,342 $377K 0.03% +821 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,325 shares; 2025Q4: 8,619 shares; 2026Q1: 7,494 shares 7,494 $377K 0.03% -1,125 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,024 shares 12,024 $372K 0.03% new Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,610 shares 4,610 $372K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,341 shares; 2025Q2: 2,966 shares; 2025Q3: 2,715 shares; 2025Q4: 2,379 shares; 2026Q1: 2,811 shares 2,811 $368K 0.03% +432 Timeline QCJL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,383 shares; 2025Q1: 14,383 shares; 2025Q2: 14,383 shares; 2025Q3: 15,713 shares; 2025Q4: 15,713 shares; 2026Q1: 15,713 shares 15,713 $368K 0.03% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,563 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,460 shares; 2025Q4: 3,708 shares; 2026Q1: 3,593 shares 3,593 $367K 0.03% -115 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: 4,655 shares; 2024Q4: 4,257 shares; 2025Q1: 2,817 shares; 2025Q2: 2,676 shares; 2025Q3: 2,704 shares; 2025Q4: 2,470 shares; 2026Q1: 1,919 shares 1,919 $364K 0.03% -551 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 887 shares; 2025Q1: 796 shares; 2025Q2: 740 shares; 2025Q3: 674 shares; 2025Q4: 507 shares; 2026Q1: 327 shares 327 $358K 0.03% -180 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 2,470 shares; 2025Q1: 2,482 shares; 2025Q2: 2,445 shares; 2025Q3: 2,461 shares; 2025Q4: 2,442 shares; 2026Q1: 2,448 shares 2,448 $357K 0.03% +6 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: 2,337 shares; 2024Q4: 1,532 shares; 2025Q1: 1,406 shares; 2025Q2: 1,553 shares; 2025Q3: 1,623 shares; 2025Q4: 1,806 shares; 2026Q1: 1,339 shares 1,339 $357K 0.03% -467 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,124 shares; 2024Q4: 5,342 shares; 2025Q1: 5,861 shares; 2025Q2: 5,380 shares; 2025Q3: 6,010 shares; 2025Q4: 4,540 shares; 2026Q1: 4,781 shares 4,781 $356K 0.03% +241 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,902 shares 4,902 $355K 0.03% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,562 shares; 2026Q1: 4,709 shares 4,709 $354K 0.03% +1,147 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 7,240 shares; 2025Q1: 7,079 shares; 2025Q2: 6,820 shares; 2025Q3: 6,802 shares; 2025Q4: 6,952 shares; 2026Q1: 6,986 shares 6,986 $353K 0.03% +34 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: 13,367 shares; 2024Q4: 10,421 shares; 2025Q1: 10,399 shares; 2025Q2: 11,494 shares; 2025Q3: 12,376 shares; 2025Q4: 10,081 shares; 2026Q1: 6,503 shares 6,503 $352K 0.03% -3,578 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,989 shares; 2025Q1: 4,989 shares; 2025Q2: 7,848 shares; 2025Q3: 7,663 shares; 2025Q4: 6,893 shares; 2026Q1: 6,715 shares 6,715 $351K 0.03% -178 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,612 shares; 2025Q3: 30,798 shares; 2025Q4: 18,030 shares; 2026Q1: 17,632 shares 17,632 $350K 0.02% -398 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,127 shares; 2024Q4: 10,724 shares; 2025Q1: 5,643 shares; 2025Q2: 6,019 shares; 2025Q3: 6,709 shares; 2025Q4: 6,605 shares; 2026Q1: 6,723 shares 6,723 $350K 0.02% +118 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,371 shares; 2024Q4: 3,767 shares; 2025Q1: 3,236 shares; 2025Q2: 3,193 shares; 2025Q3: 4,290 shares; 2025Q4: 3,555 shares; 2026Q1: 4,269 shares 4,269 $347K 0.02% +714 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,697 shares 4,697 $347K 0.02% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 763 shares; 2025Q1: 861 shares; 2025Q2: 872 shares; 2025Q3: 1,206 shares; 2025Q4: 1,198 shares; 2026Q1: 1,182 shares 1,182 $346K 0.02% -16 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 915 shares; 2025Q4: 1,735 shares; 2026Q1: 882 shares 882 $346K 0.02% -853 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 2,872 shares; 2025Q1: 3,749 shares; 2025Q2: 3,738 shares; 2025Q3: 3,452 shares; 2025Q4: 2,959 shares; 2026Q1: 3,070 shares 3,070 $340K 0.02% +111 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 420 shares; 2025Q1: 411 shares; 2025Q2: 387 shares; 2025Q3: 432 shares; 2025Q4: 445 shares; 2026Q1: 437 shares 437 $338K 0.02% -8 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,961 shares; 2024Q4: 31,617 shares; 2025Q1: 31,810 shares; 2025Q2: 32,743 shares; 2025Q3: 32,219 shares; 2025Q4: 32,372 shares; 2026Q1: 33,681 shares 33,681 $337K 0.02% +1,309 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,114 shares; 2026Q1: 1,571 shares 1,571 $337K 0.02% +457 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,575 shares; 2026Q1: 6,740 shares 6,740 $336K 0.02% -14,835 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,539 shares 1,539 $333K 0.02% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,821 shares; 2024Q4: 21,073 shares; 2025Q1: 19,510 shares; 2025Q2: 14,457 shares; 2025Q3: 13,954 shares; 2025Q4: 13,895 shares; 2026Q1: 13,884 shares 13,884 $333K 0.02% -11 Timeline EEMV 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: 5,152 shares; 2024Q4: 6,110 shares; 2025Q1: 4,550 shares; 2025Q2: 4,550 shares; 2025Q3: 4,706 shares; 2025Q4: 4,706 shares; 2026Q1: 5,142 shares 5,142 $333K 0.02% +436 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,097 shares 8,097 $331K 0.02% new Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,407 shares; 2026Q1: 14,407 shares 14,407 $331K 0.02% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,994 shares; 2025Q1: 3,012 shares; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 1,918 shares; 2026Q1: 1,626 shares 1,626 $330K 0.02% -292 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,191 shares; 2025Q1: 3,507 shares; 2025Q2: 3,491 shares; 2025Q3: 3,326 shares; 2025Q4: 3,615 shares; 2026Q1: 2,718 shares 2,718 $329K 0.02% -897 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,050 shares; 2025Q2: 8,050 shares; 2025Q3: 7,350 shares; 2025Q4: 7,350 shares; 2026Q1: 7,947 shares 7,947 $327K 0.02% +597 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,352 shares 3,352 $326K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,236 shares; 2025Q4: 3,250 shares; 2026Q1: 3,476 shares 3,476 $325K 0.02% +226 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,093 shares; 2026Q1: 1,971 shares 1,971 $322K 0.02% -122 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: 2,743 shares; 2024Q4: 2,754 shares; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,164 shares; 2025Q4: 1,260 shares; 2026Q1: 932 shares 932 $322K 0.02% -328 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,287 shares; 2025Q2: 18,050 shares; 2025Q3: 23,580 shares; 2025Q4: 28,254 shares; 2026Q1: 29,028 shares 29,028 $320K 0.02% +774 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,679 shares; 2025Q3: 9,078 shares; 2025Q4: 13,077 shares; 2026Q1: 11,174 shares 11,174 $318K 0.02% -1,903 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,845 shares; 2025Q4: not reported; 2026Q1: 3,053 shares 3,053 $317K 0.02% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,472 shares; 2026Q1: 7,769 shares 7,769 $317K 0.02% +1,297 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,985 shares; 2024Q4: 4,191 shares; 2025Q1: 4,284 shares; 2025Q2: 3,895 shares; 2025Q3: 3,849 shares; 2025Q4: 3,703 shares; 2026Q1: 3,408 shares 3,408 $316K 0.02% -295 Timeline FAS DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,374 shares; 2025Q2: 7,374 shares; 2025Q3: 7,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,658 shares 2,658 $315K 0.02% +284 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,097 shares 1,097 $311K 0.02% new Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,516 shares; 2024Q4: 5,151 shares; 2025Q1: 4,917 shares; 2025Q2: 4,519 shares; 2025Q3: 5,193 shares; 2025Q4: 4,271 shares; 2026Q1: 4,261 shares 4,261 $311K 0.02% -10 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,488 shares; 2025Q4: 2,469 shares; 2026Q1: 1,638 shares 1,638 $311K 0.02% -831 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: 2,908 shares; 2024Q4: 2,878 shares; 2025Q1: 3,000 shares; 2025Q2: 5,911 shares; 2025Q3: 6,086 shares; 2025Q4: 6,158 shares; 2026Q1: 6,683 shares 6,683 $310K 0.02% +525 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,212 shares; 2025Q1: 1,317 shares; 2025Q2: 1,466 shares; 2025Q3: 1,769 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $310K 0.02% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,823 shares; 2025Q1: not reported; 2025Q2: 6,030 shares; 2025Q3: 6,682 shares; 2025Q4: 8,163 shares; 2026Q1: 7,978 shares 7,978 $307K 0.02% -185 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,400 shares 1,400 $306K 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,122 shares; 2024Q4: 2,394 shares; 2025Q1: 2,328 shares; 2025Q2: 2,284 shares; 2025Q3: 2,037 shares; 2025Q4: 1,727 shares; 2026Q1: 853 shares 853 $306K 0.02% -874 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 1,124 shares; 2025Q1: 1,653 shares; 2025Q2: 1,538 shares; 2025Q3: 1,450 shares; 2025Q4: 1,441 shares; 2026Q1: 948 shares 948 $306K 0.02% -493 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,956 shares; 2025Q2: 3,999 shares; 2025Q3: 3,969 shares; 2025Q4: 4,032 shares; 2026Q1: 4,008 shares 4,008 $303K 0.02% -24 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,475 shares; 2025Q2: 9,294 shares; 2025Q3: 8,261 shares; 2025Q4: 8,261 shares; 2026Q1: 6,246 shares 6,246 $303K 0.02% -2,015 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,530 shares; 2025Q3: 13,065 shares; 2025Q4: 13,959 shares; 2026Q1: 26,322 shares 26,322 $303K 0.02% +12,363 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,748 shares 7,748 $302K 0.02% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,213 shares; 2025Q4: 4,464 shares; 2026Q1: 4,502 shares 4,502 $302K 0.02% +38 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,173 shares; 2026Q1: 6,757 shares 6,757 $301K 0.02% +584 Timeline