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: 808,775 shares; 2024Q4: 797,325 shares; 2025Q1: 795,538 shares; 2025Q2: 787,254 shares; 2025Q3: 763,512 shares; 2025Q4: 753,192 shares; 2026Q1: 741,338 shares 741,338 $129M 13.88% -11,854 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,905 shares; 2024Q4: 126,770 shares; 2025Q1: 127,676 shares; 2025Q2: 125,768 shares; 2025Q3: 124,255 shares; 2025Q4: 122,517 shares; 2026Q1: 119,375 shares 119,375 $30.3M 3.25% -3,142 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: 21,437 shares; 2024Q4: 20,508 shares; 2025Q1: 25,630 shares; 2025Q2: 26,322 shares; 2025Q3: 28,202 shares; 2025Q4: 26,608 shares; 2026Q1: 39,873 shares 39,873 $23M 2.47% +13,265 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: 50,588 shares; 2024Q4: 50,361 shares; 2025Q1: 50,019 shares; 2025Q2: 48,821 shares; 2025Q3: 48,168 shares; 2025Q4: 47,497 shares; 2026Q1: 48,978 shares 48,978 $18.1M 1.95% +1,481 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: 91,744 shares; 2024Q4: 91,341 shares; 2025Q1: 96,706 shares; 2025Q2: 89,836 shares; 2025Q3: 84,792 shares; 2025Q4: 83,922 shares; 2026Q1: 86,198 shares 86,198 $18M 1.93% +2,276 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: 60,228 shares; 2024Q4: 57,926 shares; 2025Q1: 58,248 shares; 2025Q2: 58,586 shares; 2025Q3: 56,345 shares; 2025Q4: 55,446 shares; 2026Q1: 56,591 shares 56,591 $16.3M 1.75% +1,145 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: not reported; 2025Q1: 73,713 shares; 2025Q2: 73,473 shares; 2025Q3: 73,472 shares; 2025Q4: 72,697 shares; 2026Q1: 72,385 shares 72,385 $15.5M 1.66% -312 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: 20,275 shares; 2024Q4: 20,241 shares; 2025Q1: 20,559 shares; 2025Q2: 20,541 shares; 2025Q3: 20,140 shares; 2025Q4: 19,854 shares; 2026Q1: 19,826 shares 19,826 $11.3M 1.22% -28 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: 27,722 shares; 2024Q4: 27,164 shares; 2025Q1: 27,139 shares; 2025Q2: 26,867 shares; 2025Q3: 26,237 shares; 2025Q4: 25,940 shares; 2026Q1: 27,878 shares 27,878 $10.4M 1.11% +1,938 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: 20,820 shares; 2024Q4: 20,706 shares; 2025Q1: 20,626 shares; 2025Q2: 20,694 shares; 2025Q3: 20,566 shares; 2025Q4: 20,436 shares; 2026Q1: 20,451 shares 20,451 $8.69M 0.93% +15 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: 9,726 shares; 2024Q4: 9,628 shares; 2025Q1: 9,502 shares; 2025Q2: 9,216 shares; 2025Q3: 9,189 shares; 2025Q4: 9,092 shares; 2026Q1: 8,572 shares 8,572 $8.54M 0.92% -520 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: 10,419 shares; 2024Q4: 10,366 shares; 2025Q1: 10,294 shares; 2025Q2: 10,250 shares; 2025Q3: 9,980 shares; 2025Q4: 9,775 shares; 2026Q1: 9,572 shares 9,572 $8.1M 0.87% -203 Timeline VTWG 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: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 33,993 shares; 2025Q2: 33,832 shares; 2025Q3: 33,562 shares; 2025Q4: 33,562 shares; 2026Q1: 33,642 shares 33,642 $7.71M 0.83% +80 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,577 shares; 2024Q4: 21,340 shares; 2025Q1: 43,992 shares; 2025Q2: 43,992 shares; 2025Q3: 43,494 shares; 2025Q4: 43,494 shares; 2026Q1: 43,363 shares 43,363 $7.25M 0.78% -131 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: 24,080 shares; 2024Q4: 24,084 shares; 2025Q1: 24,310 shares; 2025Q2: 22,846 shares; 2025Q3: 22,910 shares; 2025Q4: 22,785 shares; 2026Q1: 22,731 shares 22,731 $7.04M 0.76% -54 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: 41,479 shares; 2024Q4: 42,215 shares; 2025Q1: 43,116 shares; 2025Q2: 42,456 shares; 2025Q3: 42,311 shares; 2025Q4: 41,270 shares; 2026Q1: 42,082 shares 42,082 $6.81M 0.73% +812 Timeline XMMO 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: 48,709 shares; 2024Q4: 48,595 shares; 2025Q1: 48,356 shares; 2025Q2: 47,922 shares; 2025Q3: 47,904 shares; 2025Q4: 46,961 shares; 2026Q1: 46,531 shares 46,531 $6.75M 0.72% -430 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: 78,618 shares; 2024Q4: 78,435 shares; 2025Q1: 77,892 shares; 2025Q2: 76,429 shares; 2025Q3: 75,432 shares; 2025Q4: 75,032 shares; 2026Q1: 74,994 shares 74,994 $6.72M 0.72% -38 Timeline SCHG 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: 62,626 shares; 2024Q4: 243,556 shares; 2025Q1: 241,612 shares; 2025Q2: 239,701 shares; 2025Q3: 230,881 shares; 2025Q4: 229,865 shares; 2026Q1: 227,173 shares 227,173 $6.62M 0.71% -2,692 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: 19,910 shares; 2024Q4: 19,856 shares; 2025Q1: 19,756 shares; 2025Q2: 19,751 shares; 2025Q3: 19,686 shares; 2025Q4: 19,294 shares; 2026Q1: 19,014 shares 19,014 $6.5M 0.7% -280 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: 11,087 shares; 2024Q4: 10,523 shares; 2025Q1: 9,863 shares; 2025Q2: 9,193 shares; 2025Q3: 7,710 shares; 2025Q4: 12,207 shares; 2026Q1: 14,859 shares 14,859 $6.49M 0.7% +2,652 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: 112,460 shares; 2024Q4: 110,130 shares; 2025Q1: 107,704 shares; 2025Q2: 107,475 shares; 2025Q3: 105,903 shares; 2025Q4: 107,891 shares; 2026Q1: 126,022 shares 126,022 $6.22M 0.67% +18,131 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: 67,893 shares; 2025Q4: 177,338 shares; 2026Q1: 241,373 shares 241,373 $6.07M 0.65% +64,035 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,148 shares; 2025Q3: 12,867 shares; 2025Q4: 16,589 shares; 2026Q1: 19,945 shares 19,945 $6.03M 0.65% +3,356 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: 7,908 shares; 2024Q4: 7,688 shares; 2025Q1: 8,391 shares; 2025Q2: 8,396 shares; 2025Q3: 8,242 shares; 2025Q4: 8,202 shares; 2026Q1: 8,172 shares 8,172 $5.95M 0.64% -30 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: 32,532 shares; 2024Q4: 31,134 shares; 2025Q1: 30,918 shares; 2025Q2: 29,149 shares; 2025Q3: 28,975 shares; 2025Q4: 28,708 shares; 2026Q1: 28,288 shares 28,288 $5.75M 0.62% -420 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,662 shares; 2024Q4: 29,622 shares; 2025Q1: 29,487 shares; 2025Q2: 29,519 shares; 2025Q3: 29,570 shares; 2025Q4: 29,502 shares; 2026Q1: 29,497 shares 29,497 $5.73M 0.61% -5 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: 20,861 shares; 2024Q4: 21,020 shares; 2025Q1: 21,399 shares; 2025Q2: 21,622 shares; 2025Q3: 21,214 shares; 2025Q4: 42,717 shares; 2026Q1: 42,973 shares 42,973 $5.71M 0.61% +256 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: 6,698 shares; 2024Q4: 6,380 shares; 2025Q1: 6,166 shares; 2025Q2: 5,944 shares; 2025Q3: 5,784 shares; 2025Q4: 5,737 shares; 2026Q1: 5,754 shares 5,754 $5.29M 0.57% +17 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: 35,108 shares; 2024Q4: 31,583 shares; 2025Q1: 30,883 shares; 2025Q2: 31,619 shares; 2025Q3: 38,742 shares; 2025Q4: 72,979 shares; 2026Q1: 89,762 shares 89,762 $5.25M 0.56% +16,783 Timeline PDP 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: 47,900 shares; 2024Q4: 46,602 shares; 2025Q1: 46,597 shares; 2025Q2: 45,817 shares; 2025Q3: 45,193 shares; 2025Q4: 43,067 shares; 2026Q1: 42,769 shares 42,769 $5.16M 0.55% -298 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: 5,510 shares; 2024Q4: 5,432 shares; 2025Q1: 6,098 shares; 2025Q2: 18,970 shares; 2025Q3: 20,779 shares; 2025Q4: 23,298 shares; 2026Q1: 23,746 shares 23,746 $5.16M 0.55% +448 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: 9,747 shares; 2024Q4: 9,648 shares; 2025Q1: 9,590 shares; 2025Q2: 9,537 shares; 2025Q3: 9,606 shares; 2025Q4: 9,491 shares; 2026Q1: 9,468 shares 9,468 $4.73M 0.51% -23 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: 17,332 shares; 2024Q4: 17,179 shares; 2025Q1: 17,075 shares; 2025Q2: 16,612 shares; 2025Q3: 16,382 shares; 2025Q4: 16,078 shares; 2026Q1: 16,346 shares 16,346 $4.69M 0.5% +268 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: 10,676 shares; 2024Q4: 10,475 shares; 2025Q1: 10,465 shares; 2025Q2: 10,478 shares; 2025Q3: 10,398 shares; 2025Q4: 9,825 shares; 2026Q1: 9,727 shares 9,727 $4.66M 0.5% -98 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: 16,313 shares; 2024Q4: 15,957 shares; 2025Q1: 15,897 shares; 2025Q2: 16,115 shares; 2025Q3: 16,040 shares; 2025Q4: 15,700 shares; 2026Q1: 15,703 shares 15,703 $4.62M 0.5% +3 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,743 shares; 2024Q4: 57,483 shares; 2025Q1: 56,678 shares; 2025Q2: 56,573 shares; 2025Q3: 54,885 shares; 2025Q4: 54,690 shares; 2026Q1: 54,410 shares 54,410 $4.45M 0.48% -280 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: 47,206 shares; 2024Q4: 47,209 shares; 2025Q1: 47,422 shares; 2025Q2: 46,652 shares; 2025Q3: 45,704 shares; 2025Q4: 45,065 shares; 2026Q1: 45,947 shares 45,947 $4.43M 0.48% +882 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: 8,681 shares; 2024Q4: 8,513 shares; 2025Q1: 16,768 shares; 2025Q2: 24,176 shares; 2025Q3: 24,051 shares; 2025Q4: 23,867 shares; 2026Q1: 23,837 shares 23,837 $4.39M 0.47% -30 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: 4,281 shares; 2024Q4: 4,277 shares; 2025Q1: 4,284 shares; 2025Q2: 4,182 shares; 2025Q3: 4,150 shares; 2025Q4: 41,409 shares; 2026Q1: 44,519 shares 44,519 $4.28M 0.46% +3,110 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: 18,795 shares; 2024Q4: 17,894 shares; 2025Q1: 17,947 shares; 2025Q2: 17,909 shares; 2025Q3: 17,330 shares; 2025Q4: 16,914 shares; 2026Q1: 17,537 shares 17,537 $4.26M 0.46% +623 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: 9,501 shares; 2024Q4: 16,709 shares; 2025Q1: 9,175 shares; 2025Q2: 9,305 shares; 2025Q3: 10,941 shares; 2025Q4: 9,939 shares; 2026Q1: 6,456 shares 6,456 $4.2M 0.45% -3,483 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: 12,391 shares; 2024Q4: 12,297 shares; 2025Q1: 12,155 shares; 2025Q2: 11,760 shares; 2025Q3: 11,622 shares; 2025Q4: 11,677 shares; 2026Q1: 11,691 shares 11,691 $4.11M 0.44% +14 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: 19,559 shares; 2024Q4: 19,500 shares; 2025Q1: 19,255 shares; 2025Q2: 19,095 shares; 2025Q3: 18,743 shares; 2025Q4: 18,600 shares; 2026Q1: 18,464 shares 18,464 $4.02M 0.43% -136 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: 16,726 shares; 2024Q4: 19,077 shares; 2025Q1: 20,167 shares; 2025Q2: 20,792 shares; 2025Q3: 20,708 shares; 2025Q4: 20,856 shares; 2026Q1: 20,074 shares 20,074 $4M 0.43% -782 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: 13,758 shares; 2024Q4: 13,874 shares; 2025Q1: 13,602 shares; 2025Q2: 13,377 shares; 2025Q3: 13,420 shares; 2025Q4: 13,143 shares; 2026Q1: 13,177 shares 13,177 $3.98M 0.43% +34 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: 10,973 shares; 2024Q4: 11,069 shares; 2025Q1: 12,311 shares; 2025Q2: 12,258 shares; 2025Q3: 11,087 shares; 2025Q4: 11,024 shares; 2026Q1: 11,024 shares 11,024 $3.93M 0.42% 0 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: 10,483 shares; 2024Q4: 11,347 shares; 2025Q1: 12,847 shares; 2025Q2: 13,857 shares; 2025Q3: 13,667 shares; 2025Q4: 13,198 shares; 2026Q1: 15,455 shares 15,455 $3.83M 0.41% +2,257 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: 80,342 shares; 2024Q4: 79,689 shares; 2025Q1: 79,817 shares; 2025Q2: 79,300 shares; 2025Q3: 78,410 shares; 2025Q4: 77,601 shares; 2026Q1: 78,528 shares 78,528 $3.83M 0.41% +927 Timeline PWB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,701 shares; 2024Q4: 31,882 shares; 2025Q1: 31,875 shares; 2025Q2: 31,710 shares; 2025Q3: 31,518 shares; 2025Q4: 30,153 shares; 2026Q1: 29,830 shares 29,830 $3.76M 0.4% -323 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: 29,087 shares; 2024Q4: 27,041 shares; 2025Q1: 59,596 shares; 2025Q2: 58,905 shares; 2025Q3: 58,489 shares; 2025Q4: 60,183 shares; 2026Q1: 67,708 shares 67,708 $3.66M 0.39% +7,525 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: 1,065 shares; 2024Q4: 1,068 shares; 2025Q1: 1,069 shares; 2025Q2: 1,178 shares; 2025Q3: 1,280 shares; 2025Q4: 1,185 shares; 2026Q1: 7,881 shares 7,881 $3.65M 0.39% +6,696 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,070 shares; 2024Q4: 29,941 shares; 2025Q1: 28,934 shares; 2025Q2: 28,081 shares; 2025Q3: 27,142 shares; 2025Q4: 26,287 shares; 2026Q1: 26,207 shares 26,207 $3.54M 0.38% -80 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,237 shares; 2024Q4: 80,602 shares; 2025Q1: 90,337 shares; 2025Q2: 90,377 shares; 2025Q3: 103,447 shares; 2025Q4: 107,913 shares; 2026Q1: 108,703 shares 108,703 $3.54M 0.38% +790 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,363 shares; 2024Q4: 9,363 shares; 2025Q1: 9,363 shares; 2025Q2: 9,363 shares; 2025Q3: 9,363 shares; 2025Q4: 9,363 shares; 2026Q1: 9,363 shares 9,363 $3.47M 0.37% 0 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: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,380 shares; 2025Q3: 2,380 shares; 2025Q4: 2,374 shares; 2026Q1: 2,308 shares 2,308 $3.4M 0.36% -66 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: 3,192 shares; 2024Q4: 3,156 shares; 2025Q1: 2,504 shares; 2025Q2: 4,074 shares; 2025Q3: 4,417 shares; 2025Q4: 4,423 shares; 2026Q1: 4,805 shares 4,805 $3.35M 0.36% +382 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: 29,018 shares; 2024Q4: 28,562 shares; 2025Q1: 28,538 shares; 2025Q2: 28,563 shares; 2025Q3: 27,500 shares; 2025Q4: 54,911 shares; 2026Q1: 54,464 shares 54,464 $3.34M 0.36% -447 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: 26,333 shares; 2024Q4: 37,574 shares; 2025Q1: 43,188 shares; 2025Q2: 54,712 shares; 2025Q3: 35,910 shares; 2025Q4: 27,976 shares; 2026Q1: 29,625 shares 29,625 $3.27M 0.35% +1,649 Timeline IWC 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: 8,084 shares; 2024Q4: 8,102 shares; 2025Q1: 20,181 shares; 2025Q2: 20,181 shares; 2025Q3: 19,975 shares; 2025Q4: 20,082 shares; 2026Q1: 20,048 shares 20,048 $3.2M 0.34% -34 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,514 shares; 2024Q4: 10,391 shares; 2025Q1: 10,332 shares; 2025Q2: 10,190 shares; 2025Q3: 9,839 shares; 2025Q4: 9,649 shares; 2026Q1: 16,861 shares 16,861 $3.15M 0.34% +7,212 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: 4,950 shares; 2024Q4: 5,028 shares; 2025Q1: 4,715 shares; 2025Q2: 4,465 shares; 2025Q3: 4,563 shares; 2025Q4: 4,509 shares; 2026Q1: 4,440 shares 4,440 $3.15M 0.34% -69 Timeline IMMX IMMIX BIOPHARMA INC More: the full row for IMMIX BIOPHARMA 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: 337,552 shares 337,552 $3.08M 0.33% new 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: 35,766 shares; 2024Q4: 35,704 shares; 2025Q1: 42,372 shares; 2025Q2: 42,030 shares; 2025Q3: 41,972 shares; 2025Q4: 41,397 shares; 2026Q1: 40,974 shares 40,974 $3.05M 0.33% -423 Timeline IEV 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: 45,331 shares; 2024Q4: 44,982 shares; 2025Q1: 44,379 shares; 2025Q2: 43,831 shares; 2025Q3: 43,476 shares; 2025Q4: 43,632 shares; 2026Q1: 44,878 shares 44,878 $3.05M 0.33% +1,246 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: 53,205 shares; 2024Q4: 52,909 shares; 2025Q1: 52,475 shares; 2025Q2: 51,614 shares; 2025Q3: 51,167 shares; 2025Q4: 50,299 shares; 2026Q1: 51,828 shares 51,828 $2.94M 0.32% +1,529 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: 11,119 shares; 2024Q4: 11,111 shares; 2025Q1: 11,054 shares; 2025Q2: 10,793 shares; 2025Q3: 11,942 shares; 2025Q4: 11,865 shares; 2026Q1: 10,335 shares 10,335 $2.93M 0.31% -1,530 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: 9,383 shares; 2024Q4: 9,331 shares; 2025Q1: 9,599 shares; 2025Q2: 9,788 shares; 2025Q3: 9,714 shares; 2025Q4: 9,598 shares; 2026Q1: 9,433 shares 9,433 $2.85M 0.31% -165 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,968 shares; 2024Q4: 70,671 shares; 2025Q1: 70,005 shares; 2025Q2: 69,915 shares; 2025Q3: 69,504 shares; 2025Q4: 69,449 shares; 2026Q1: 69,396 shares 69,396 $2.85M 0.31% -53 Timeline BMVP 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: 59,793 shares; 2024Q4: 59,605 shares; 2025Q1: 59,605 shares; 2025Q2: 59,203 shares; 2025Q3: 58,960 shares; 2025Q4: 57,451 shares; 2026Q1: 56,973 shares 56,973 $2.84M 0.31% -478 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM 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: 25,370 shares; 2026Q1: 25,370 shares 25,370 $2.84M 0.3% 0 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: 12,430 shares; 2024Q4: 12,165 shares; 2025Q1: 12,165 shares; 2025Q2: 12,166 shares; 2025Q3: 12,108 shares; 2025Q4: 11,791 shares; 2026Q1: 11,593 shares 11,593 $2.83M 0.3% -198 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,515 shares; 2024Q4: 62,351 shares; 2025Q1: 61,814 shares; 2025Q2: 61,415 shares; 2025Q3: 60,817 shares; 2025Q4: 59,950 shares; 2026Q1: 59,445 shares 59,445 $2.83M 0.3% -505 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,648 shares; 2025Q3: 8,422 shares; 2025Q4: 8,422 shares; 2026Q1: 43,487 shares 43,487 $2.82M 0.3% +35,065 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: 17,595 shares; 2024Q4: 18,072 shares; 2025Q1: 17,962 shares; 2025Q2: 17,506 shares; 2025Q3: 17,355 shares; 2025Q4: 17,183 shares; 2026Q1: 17,135 shares 17,135 $2.81M 0.3% -48 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: 17,449 shares; 2024Q4: 17,278 shares; 2025Q1: 17,134 shares; 2025Q2: 17,105 shares; 2025Q3: 16,846 shares; 2025Q4: 16,718 shares; 2026Q1: 16,670 shares 16,670 $2.74M 0.29% -48 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: 4,760 shares; 2024Q4: 4,813 shares; 2025Q1: 4,802 shares; 2025Q2: 4,767 shares; 2025Q3: 4,714 shares; 2025Q4: 5,865 shares; 2026Q1: 4,808 shares 4,808 $2.71M 0.29% -1,057 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: 15,502 shares; 2024Q4: 15,236 shares; 2025Q1: 15,068 shares; 2025Q2: 14,644 shares; 2025Q3: 14,480 shares; 2025Q4: 13,967 shares; 2026Q1: 13,890 shares 13,890 $2.68M 0.29% -77 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: 7,034 shares; 2024Q4: 7,052 shares; 2025Q1: 7,400 shares; 2025Q2: 7,415 shares; 2025Q3: 7,443 shares; 2025Q4: 7,326 shares; 2026Q1: 7,285 shares 7,285 $2.61M 0.28% -41 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: 9,272 shares; 2024Q4: 9,253 shares; 2025Q1: 9,275 shares; 2025Q2: 9,077 shares; 2025Q3: 8,732 shares; 2025Q4: 8,742 shares; 2026Q1: 8,712 shares 8,712 $2.57M 0.28% -30 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: 11,163 shares; 2024Q4: 11,160 shares; 2025Q1: 11,093 shares; 2025Q2: 10,887 shares; 2025Q3: 10,389 shares; 2025Q4: 10,372 shares; 2026Q1: 10,508 shares 10,508 $2.57M 0.28% +136 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: 72,005 shares; 2024Q4: 78,536 shares; 2025Q1: 76,939 shares; 2025Q2: 54,910 shares; 2025Q3: 51,744 shares; 2025Q4: 50,048 shares; 2026Q1: 46,282 shares 46,282 $2.52M 0.27% -3,766 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 824 shares; 2025Q2: 824 shares; 2025Q3: 824 shares; 2025Q4: 8,242 shares; 2026Q1: 7,977 shares 7,977 $2.51M 0.27% -265 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,304 shares; 2024Q4: 8,308 shares; 2025Q1: 7,681 shares; 2025Q2: 7,098 shares; 2025Q3: 7,045 shares; 2025Q4: 9,317 shares; 2026Q1: 12,123 shares 12,123 $2.5M 0.27% +2,806 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: 18,496 shares; 2024Q4: 20,051 shares; 2025Q1: 19,380 shares; 2025Q2: 18,987 shares; 2025Q3: 18,788 shares; 2025Q4: 16,572 shares; 2026Q1: 16,845 shares 16,845 $2.48M 0.27% +273 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: 2,611 shares; 2024Q4: 2,622 shares; 2025Q1: 3,193 shares; 2025Q2: 3,113 shares; 2025Q3: 3,230 shares; 2025Q4: 13,785 shares; 2026Q1: 23,622 shares 23,622 $2.47M 0.27% +9,837 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: 21,217 shares; 2024Q4: 21,166 shares; 2025Q1: 20,735 shares; 2025Q2: 20,170 shares; 2025Q3: 19,531 shares; 2025Q4: 19,661 shares; 2026Q1: 19,816 shares 19,816 $2.46M 0.26% +155 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: 20,881 shares; 2024Q4: 19,389 shares; 2025Q1: 33,592 shares; 2025Q2: 33,347 shares; 2025Q3: 32,725 shares; 2025Q4: 32,272 shares; 2026Q1: 37,269 shares 37,269 $2.39M 0.26% +4,997 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: 5,099 shares; 2024Q4: 5,054 shares; 2025Q1: 4,550 shares; 2025Q2: 4,480 shares; 2025Q3: 4,440 shares; 2025Q4: 5,510 shares; 2026Q1: 6,985 shares 6,985 $2.36M 0.25% +1,475 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,317 shares; 2024Q4: 2,904 shares; 2025Q1: 6,711 shares; 2025Q2: 2,963 shares; 2025Q3: 7,433 shares; 2025Q4: 7,632 shares; 2026Q1: 8,663 shares 8,663 $2.36M 0.25% +1,031 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: 5,938 shares; 2024Q4: 5,852 shares; 2025Q1: 5,578 shares; 2025Q2: 5,569 shares; 2025Q3: 5,319 shares; 2025Q4: 4,131 shares; 2026Q1: 15,615 shares 15,615 $2.36M 0.25% +11,484 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: 1,855 shares; 2024Q4: 1,911 shares; 2025Q1: 3,395 shares; 2025Q2: 3,631 shares; 2025Q3: 3,717 shares; 2025Q4: 3,708 shares; 2026Q1: 5,434 shares 5,434 $2.34M 0.25% +1,726 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: 4,546 shares; 2024Q4: 3,890 shares; 2025Q1: 3,851 shares; 2025Q2: 4,039 shares; 2025Q3: 11,367 shares; 2025Q4: 11,548 shares; 2026Q1: 11,179 shares 11,179 $2.31M 0.25% -369 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: 1,680 shares; 2024Q4: 1,681 shares; 2025Q1: 4,428 shares; 2025Q2: 6,796 shares; 2025Q3: 6,786 shares; 2025Q4: 7,003 shares; 2026Q1: 8,815 shares 8,815 $2.27M 0.24% +1,812 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: 10,390 shares; 2024Q4: 10,279 shares; 2025Q1: 10,278 shares; 2025Q2: 9,640 shares; 2025Q3: 9,443 shares; 2025Q4: 9,427 shares; 2026Q1: 9,421 shares 9,421 $2.23M 0.24% -6 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: 3,927 shares; 2024Q4: 3,921 shares; 2025Q1: 3,394 shares; 2025Q2: 10,086 shares; 2025Q3: 10,147 shares; 2025Q4: 9,867 shares; 2026Q1: 11,207 shares 11,207 $2.2M 0.24% +1,340 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: 7,900 shares; 2024Q4: 15,491 shares; 2025Q1: 15,253 shares; 2025Q2: 14,415 shares; 2025Q3: 14,137 shares; 2025Q4: 13,604 shares; 2026Q1: 13,596 shares 13,596 $2.18M 0.23% -8 Timeline RYLD 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: 157,889 shares; 2024Q4: 157,128 shares; 2025Q1: 158,405 shares; 2025Q2: 155,872 shares; 2025Q3: 147,107 shares; 2025Q4: 145,341 shares; 2026Q1: 145,068 shares 145,068 $2.17M 0.23% -273 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 4 shares; 2026Q1: 3 shares 3 $2.15M 0.23% -1 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 63,374 shares; 2026Q1: 122,569 shares 122,569 $2.11M 0.23% +59,195 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: 8,724 shares; 2024Q4: 9,019 shares; 2025Q1: 8,972 shares; 2025Q2: 8,737 shares; 2025Q3: 9,021 shares; 2025Q4: 9,051 shares; 2026Q1: 9,057 shares 9,057 $2.08M 0.22% +6 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: 9,215 shares; 2024Q4: 9,215 shares; 2025Q1: 9,225 shares; 2025Q2: 9,182 shares; 2025Q3: 9,084 shares; 2025Q4: 8,961 shares; 2026Q1: 8,895 shares 8,895 $2.05M 0.22% -66 Timeline VONV 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: 8,722 shares; 2024Q4: 8,644 shares; 2025Q1: 21,596 shares; 2025Q2: 21,596 shares; 2025Q3: 21,574 shares; 2025Q4: 21,574 shares; 2026Q1: 21,574 shares 21,574 $2.02M 0.22% 0 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: 16,473 shares; 2024Q4: 16,473 shares; 2025Q1: 17,313 shares; 2025Q2: 17,548 shares; 2025Q3: 17,742 shares; 2025Q4: 17,018 shares; 2026Q1: 17,494 shares 17,494 $2.01M 0.22% +476 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: 14,684 shares; 2024Q4: 16,293 shares; 2025Q1: 18,960 shares; 2025Q2: 22,502 shares; 2025Q3: 21,639 shares; 2025Q4: 21,851 shares; 2026Q1: 20,201 shares 20,201 $2M 0.21% -1,650 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,850 shares; 2024Q4: 26,779 shares; 2025Q1: 26,713 shares; 2025Q2: 26,392 shares; 2025Q3: 25,684 shares; 2025Q4: 25,466 shares; 2026Q1: 25,403 shares 25,403 $2M 0.21% -63 Timeline PFM 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: 40,480 shares; 2024Q4: 40,300 shares; 2025Q1: 40,300 shares; 2025Q2: 40,030 shares; 2025Q3: 39,964 shares; 2025Q4: 39,965 shares; 2026Q1: 38,927 shares 38,927 $1.99M 0.21% -1,038 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,835 shares; 2024Q4: 147,857 shares; 2025Q1: 144,433 shares; 2025Q2: 138,301 shares; 2025Q3: 130,826 shares; 2025Q4: 122,004 shares; 2026Q1: 115,242 shares 115,242 $1.98M 0.21% -6,762 Timeline AN AUTONATION INC More: the full row for AUTONATION 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: 10,118 shares; 2026Q1: 10,118 shares 10,118 $1.98M 0.21% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,566 shares; 2024Q4: 2,544 shares; 2025Q1: 2,549 shares; 2025Q2: 2,394 shares; 2025Q3: 2,715 shares; 2025Q4: 2,638 shares; 2026Q1: 2,255 shares 2,255 $1.97M 0.21% -383 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,137 shares; 2024Q4: 18,854 shares; 2025Q1: 19,167 shares; 2025Q2: 19,444 shares; 2025Q3: 19,389 shares; 2025Q4: 19,192 shares; 2026Q1: 19,802 shares 19,802 $1.95M 0.21% +610 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: 7,222 shares; 2024Q4: 7,222 shares; 2025Q1: 7,142 shares; 2025Q2: 6,985 shares; 2025Q3: 6,985 shares; 2025Q4: 6,885 shares; 2026Q1: 6,885 shares 6,885 $1.95M 0.21% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,908 shares; 2024Q4: 17,875 shares; 2025Q1: 17,686 shares; 2025Q2: 17,716 shares; 2025Q3: 17,548 shares; 2025Q4: 17,242 shares; 2026Q1: 17,020 shares 17,020 $1.93M 0.21% -222 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,374 shares; 2024Q4: 11,988 shares; 2025Q1: 11,468 shares; 2025Q2: 11,417 shares; 2025Q3: 11,824 shares; 2025Q4: 12,369 shares; 2026Q1: 15,670 shares 15,670 $1.89M 0.2% +3,301 Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,352 shares; 2024Q4: 27,203 shares; 2025Q1: 29,943 shares; 2025Q2: 29,785 shares; 2025Q3: 30,504 shares; 2025Q4: 29,450 shares; 2026Q1: 29,434 shares 29,434 $1.85M 0.2% -16 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,032 shares; 2024Q4: 3,572 shares; 2025Q1: 3,529 shares; 2025Q2: 2,610 shares; 2025Q3: 2,623 shares; 2025Q4: 2,650 shares; 2026Q1: 2,828 shares 2,828 $1.85M 0.2% +178 Timeline SPHQ 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: 29,054 shares; 2024Q4: 28,881 shares; 2025Q1: 28,540 shares; 2025Q2: 28,367 shares; 2025Q3: 28,368 shares; 2025Q4: 25,112 shares; 2026Q1: 24,553 shares 24,553 $1.85M 0.2% -559 Timeline VOX 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: 9,173 shares; 2024Q4: 9,067 shares; 2025Q1: 9,153 shares; 2025Q2: 7,923 shares; 2025Q3: 8,188 shares; 2025Q4: 8,597 shares; 2026Q1: 10,225 shares 10,225 $1.84M 0.2% +1,628 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,004 shares; 2024Q4: 10,951 shares; 2025Q1: 13,323 shares; 2025Q2: 13,048 shares; 2025Q3: 12,800 shares; 2025Q4: 12,717 shares; 2026Q1: 12,685 shares 12,685 $1.82M 0.2% -32 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,751 shares; 2025Q1: 7,856 shares; 2025Q2: 7,856 shares; 2025Q3: 7,856 shares; 2025Q4: 7,810 shares; 2026Q1: 39,710 shares 39,710 $1.82M 0.2% +31,900 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 12,241 shares; 2025Q1: 12,116 shares; 2025Q2: 11,778 shares; 2025Q3: 12,891 shares; 2025Q4: 12,645 shares; 2026Q1: 12,453 shares 12,453 $1.8M 0.19% -192 Timeline CSD 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: 16,369 shares; 2024Q4: 16,315 shares; 2025Q1: 16,225 shares; 2025Q2: 16,058 shares; 2025Q3: 16,011 shares; 2025Q4: 15,801 shares; 2026Q1: 15,758 shares 15,758 $1.78M 0.19% -43 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: 2,795 shares; 2024Q4: 2,824 shares; 2025Q1: 2,775 shares; 2025Q2: 6,695 shares; 2025Q3: 9,336 shares; 2025Q4: 11,066 shares; 2026Q1: 13,866 shares 13,866 $1.72M 0.19% +2,800 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,802 shares; 2024Q4: 3,730 shares; 2025Q1: 3,661 shares; 2025Q2: 3,415 shares; 2025Q3: 3,584 shares; 2025Q4: 3,847 shares; 2026Q1: 4,689 shares 4,689 $1.68M 0.18% +842 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: 9,086 shares; 2024Q4: 9,710 shares; 2025Q1: 10,819 shares; 2025Q2: 9,989 shares; 2025Q3: 9,787 shares; 2025Q4: 9,325 shares; 2026Q1: 13,985 shares 13,985 $1.66M 0.18% +4,660 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: 21,581 shares; 2024Q4: 19,890 shares; 2025Q1: 15,849 shares; 2025Q2: 14,124 shares; 2025Q3: 12,486 shares; 2025Q4: 9,915 shares; 2026Q1: 8,416 shares 8,416 $1.61M 0.17% -1,499 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374 shares; 2024Q4: 374 shares; 2025Q1: 391 shares; 2025Q2: 379 shares; 2025Q3: 376 shares; 2025Q4: 383 shares; 2026Q1: 383 shares 383 $1.61M 0.17% 0 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,768 shares; 2024Q4: 20,768 shares; 2025Q1: 20,768 shares; 2025Q2: 20,768 shares; 2025Q3: 20,768 shares; 2025Q4: 20,268 shares; 2026Q1: 20,268 shares 20,268 $1.6M 0.17% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885 shares; 2024Q4: 862 shares; 2025Q1: 4,643 shares; 2025Q2: 4,647 shares; 2025Q3: 4,772 shares; 2025Q4: 4,772 shares; 2026Q1: 4,976 shares 4,976 $1.6M 0.17% +204 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: 44,245 shares; 2025Q2: 62,950 shares; 2025Q3: 62,849 shares; 2025Q4: 63,992 shares; 2026Q1: 66,879 shares 66,879 $1.6M 0.17% +2,887 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: 29,559 shares; 2024Q4: 29,281 shares; 2025Q1: 29,813 shares; 2025Q2: 29,520 shares; 2025Q3: 28,193 shares; 2025Q4: 29,278 shares; 2026Q1: 29,782 shares 29,782 $1.59M 0.17% +504 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: 15,318 shares; 2024Q4: 15,250 shares; 2025Q1: 14,682 shares; 2025Q2: 9,550 shares; 2025Q3: 15,792 shares; 2025Q4: 16,246 shares; 2026Q1: 17,905 shares 17,905 $1.59M 0.17% +1,659 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: 13,602 shares; 2024Q4: 13,180 shares; 2025Q1: 13,187 shares; 2025Q2: 12,697 shares; 2025Q3: 12,519 shares; 2025Q4: 12,546 shares; 2026Q1: 12,239 shares 12,239 $1.58M 0.17% -307 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: 40,146 shares; 2024Q4: 38,776 shares; 2025Q1: 38,519 shares; 2025Q2: 38,449 shares; 2025Q3: 36,946 shares; 2025Q4: 36,506 shares; 2026Q1: 34,726 shares 34,726 $1.57M 0.17% -1,780 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,260 shares; 2024Q4: 17,260 shares; 2025Q1: 17,041 shares; 2025Q2: 17,041 shares; 2025Q3: 17,041 shares; 2025Q4: 17,319 shares; 2026Q1: 17,182 shares 17,182 $1.56M 0.17% -137 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: 49,634 shares; 2024Q4: 48,658 shares; 2025Q1: 47,820 shares; 2025Q2: 46,937 shares; 2025Q3: 45,144 shares; 2025Q4: 42,428 shares; 2026Q1: 39,777 shares 39,777 $1.56M 0.17% -2,651 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: 5,665 shares; 2024Q4: 5,503 shares; 2025Q1: 5,366 shares; 2025Q2: 5,153 shares; 2025Q3: 5,074 shares; 2025Q4: 4,813 shares; 2026Q1: 4,711 shares 4,711 $1.55M 0.17% -102 Timeline XSMO 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: 21,488 shares; 2024Q4: 21,393 shares; 2025Q1: 21,393 shares; 2025Q2: 21,443 shares; 2025Q3: 21,086 shares; 2025Q4: 20,546 shares; 2026Q1: 20,296 shares 20,296 $1.54M 0.17% -250 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: 23,317 shares; 2024Q4: 24,560 shares; 2025Q1: 24,725 shares; 2025Q2: 25,634 shares; 2025Q3: 24,991 shares; 2025Q4: 25,293 shares; 2026Q1: 27,111 shares 27,111 $1.54M 0.16% +1,818 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: 18,414 shares; 2024Q4: 18,435 shares; 2025Q1: 18,440 shares; 2025Q2: 18,049 shares; 2025Q3: 18,055 shares; 2025Q4: 17,842 shares; 2026Q1: 17,921 shares 17,921 $1.51M 0.16% +79 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: 5,152 shares; 2024Q4: 5,012 shares; 2025Q1: 5,093 shares; 2025Q2: 5,086 shares; 2025Q3: 4,877 shares; 2025Q4: 4,658 shares; 2026Q1: 4,608 shares 4,608 $1.51M 0.16% -50 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: 5,650 shares; 2024Q4: 5,594 shares; 2025Q1: 5,485 shares; 2025Q2: 5,461 shares; 2025Q3: 5,140 shares; 2025Q4: 5,111 shares; 2026Q1: 5,103 shares 5,103 $1.49M 0.16% -8 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: 2,567 shares; 2024Q4: 2,578 shares; 2025Q1: 2,578 shares; 2025Q2: 2,555 shares; 2025Q3: 2,527 shares; 2025Q4: 2,472 shares; 2026Q1: 2,460 shares 2,460 $1.49M 0.16% -12 Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,637 shares; 2024Q4: 40,372 shares; 2025Q1: 40,372 shares; 2025Q2: 39,272 shares; 2025Q3: 37,089 shares; 2025Q4: 36,851 shares; 2026Q1: 36,762 shares 36,762 $1.47M 0.16% -89 Timeline VONG 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: 14,489 shares; 2025Q2: 14,489 shares; 2025Q3: 14,446 shares; 2025Q4: 13,426 shares; 2026Q1: 13,317 shares 13,317 $1.46M 0.16% -109 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,639 shares; 2024Q4: 3,614 shares; 2025Q1: 3,514 shares; 2025Q2: 3,423 shares; 2025Q3: 3,223 shares; 2025Q4: 3,215 shares; 2026Q1: 3,215 shares 3,215 $1.44M 0.15% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,377 shares; 2024Q4: 10,275 shares; 2025Q1: 11,870 shares; 2025Q2: 12,489 shares; 2025Q3: 12,711 shares; 2025Q4: 12,402 shares; 2026Q1: 12,172 shares 12,172 $1.43M 0.15% -230 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 6,639 shares; 2025Q1: 6,274 shares; 2025Q2: 2,432 shares; 2025Q3: 6,882 shares; 2025Q4: 7,282 shares; 2026Q1: 8,257 shares 8,257 $1.43M 0.15% +975 Timeline AOR 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: 12,961 shares; 2024Q4: 13,053 shares; 2025Q1: 14,434 shares; 2025Q2: 19,862 shares; 2025Q3: 19,682 shares; 2025Q4: 20,175 shares; 2026Q1: 22,091 shares 22,091 $1.42M 0.15% +1,916 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: 19,852 shares; 2024Q4: 20,268 shares; 2025Q1: 18,100 shares; 2025Q2: 18,015 shares; 2025Q3: 17,658 shares; 2025Q4: 17,759 shares; 2026Q1: 18,034 shares 18,034 $1.4M 0.15% +275 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,601 shares; 2024Q4: 7,603 shares; 2025Q1: 7,581 shares; 2025Q2: 7,581 shares; 2025Q3: 7,494 shares; 2025Q4: 7,473 shares; 2026Q1: 7,439 shares 7,439 $1.4M 0.15% -34 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: 27,094 shares; 2024Q4: 26,510 shares; 2025Q1: 26,702 shares; 2025Q2: 24,248 shares; 2025Q3: 22,129 shares; 2025Q4: 12,122 shares; 2026Q1: 12,312 shares 12,312 $1.39M 0.15% +190 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: 12,204 shares; 2024Q4: 10,682 shares; 2025Q1: 10,380 shares; 2025Q2: 10,381 shares; 2025Q3: 10,554 shares; 2025Q4: 10,482 shares; 2026Q1: 10,482 shares 10,482 $1.38M 0.15% 0 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: 24,646 shares; 2024Q4: 24,646 shares; 2025Q1: 24,646 shares; 2025Q2: 24,592 shares; 2025Q3: 24,495 shares; 2025Q4: 29,232 shares; 2026Q1: 29,102 shares 29,102 $1.37M 0.15% -130 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: 5,630 shares; 2024Q4: 6,828 shares; 2025Q1: 8,777 shares; 2025Q2: 9,942 shares; 2025Q3: 9,673 shares; 2025Q4: 11,014 shares; 2026Q1: 12,274 shares 12,274 $1.36M 0.15% +1,260 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: 2,374 shares; 2024Q4: 2,987 shares; 2025Q1: 2,709 shares; 2025Q2: 2,633 shares; 2025Q3: 2,899 shares; 2025Q4: 3,071 shares; 2026Q1: 3,674 shares 3,674 $1.35M 0.14% +603 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: 10,737 shares; 2024Q4: 10,716 shares; 2025Q1: 10,710 shares; 2025Q2: 10,093 shares; 2025Q3: 9,748 shares; 2025Q4: 9,748 shares; 2026Q1: 9,921 shares 9,921 $1.35M 0.14% +173 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,361 shares 3,361 $1.34M 0.14% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,517 shares; 2024Q4: 5,480 shares; 2025Q1: 5,356 shares; 2025Q2: 5,359 shares; 2025Q3: 7,364 shares; 2025Q4: 6,324 shares; 2026Q1: 6,117 shares 6,117 $1.32M 0.14% -207 Timeline XBI 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: 9,049 shares; 2024Q4: 9,490 shares; 2025Q1: 9,676 shares; 2025Q2: 9,698 shares; 2025Q3: 9,098 shares; 2025Q4: 9,784 shares; 2026Q1: 10,217 shares 10,217 $1.31M 0.14% +433 Timeline XNTK 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: 5,210 shares; 2024Q4: 5,210 shares; 2025Q1: 5,210 shares; 2025Q2: 5,210 shares; 2025Q3: 5,110 shares; 2025Q4: 5,110 shares; 2026Q1: 5,110 shares 5,110 $1.3M 0.14% 0 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: 7,969 shares; 2024Q4: 9,495 shares; 2025Q1: 9,521 shares; 2025Q2: 9,482 shares; 2025Q3: 9,679 shares; 2025Q4: 9,263 shares; 2026Q1: 9,147 shares 9,147 $1.3M 0.14% -116 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 7,983 shares; 2025Q1: 7,444 shares; 2025Q2: 7,369 shares; 2025Q3: 7,260 shares; 2025Q4: 7,238 shares; 2026Q1: 7,079 shares 7,079 $1.29M 0.14% -159 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: 8,732 shares; 2024Q4: 8,732 shares; 2025Q1: 8,537 shares; 2025Q2: 8,456 shares; 2025Q3: 8,437 shares; 2025Q4: 8,240 shares; 2026Q1: 8,054 shares 8,054 $1.28M 0.14% -186 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,096 shares; 2024Q4: 22,790 shares; 2025Q1: 22,791 shares; 2025Q2: 22,021 shares; 2025Q3: 21,580 shares; 2025Q4: 19,612 shares; 2026Q1: 19,511 shares 19,511 $1.27M 0.14% -101 Timeline PJP 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: 12,868 shares; 2024Q4: 12,868 shares; 2025Q1: 12,868 shares; 2025Q2: 12,769 shares; 2025Q3: 12,482 shares; 2025Q4: 12,159 shares; 2026Q1: 12,100 shares 12,100 $1.26M 0.13% -59 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,625 shares; 2024Q4: 17,625 shares; 2025Q1: 17,625 shares; 2025Q2: 17,625 shares; 2025Q3: 17,625 shares; 2025Q4: 17,625 shares; 2026Q1: 17,625 shares 17,625 $1.25M 0.13% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,318 shares; 2026Q1: 2,320 shares 2,320 $1.25M 0.13% +2 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: 5,068 shares; 2024Q4: 4,990 shares; 2025Q1: 4,988 shares; 2025Q2: 4,975 shares; 2025Q3: 4,895 shares; 2025Q4: 4,974 shares; 2026Q1: 5,087 shares 5,087 $1.23M 0.13% +113 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,091 shares; 2024Q4: 3,097 shares; 2025Q1: 8,463 shares; 2025Q2: 8,457 shares; 2025Q3: 8,457 shares; 2025Q4: 8,467 shares; 2026Q1: 8,457 shares 8,457 $1.23M 0.13% -10 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,972 shares; 2024Q4: 25,890 shares; 2025Q1: 22,556 shares; 2025Q2: 22,410 shares; 2025Q3: 21,028 shares; 2025Q4: 20,451 shares; 2026Q1: 20,285 shares 20,285 $1.23M 0.13% -166 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,610 shares; 2024Q4: 14,172 shares; 2025Q1: 12,989 shares; 2025Q2: 11,989 shares; 2025Q3: 11,989 shares; 2025Q4: 11,989 shares; 2026Q1: 21,395 shares 21,395 $1.21M 0.13% +9,406 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,305 shares; 2024Q4: 4,234 shares; 2025Q1: 4,195 shares; 2025Q2: 4,122 shares; 2025Q3: 3,768 shares; 2025Q4: 3,693 shares; 2026Q1: 3,671 shares 3,671 $1.18M 0.13% -22 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,396 shares; 2024Q4: 17,188 shares; 2025Q1: 16,169 shares; 2025Q2: 16,056 shares; 2025Q3: 15,801 shares; 2025Q4: 15,497 shares; 2026Q1: 15,452 shares 15,452 $1.16M 0.12% -45 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: 2,164 shares; 2024Q4: 2,164 shares; 2025Q1: 2,164 shares; 2025Q2: 2,284 shares; 2025Q3: 2,237 shares; 2025Q4: 2,127 shares; 2026Q1: 2,114 shares 2,114 $1.16M 0.12% -13 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: 9,526 shares; 2024Q4: 9,467 shares; 2025Q1: 9,395 shares; 2025Q2: 9,318 shares; 2025Q3: 8,924 shares; 2025Q4: 9,566 shares; 2026Q1: 9,566 shares 9,566 $1.15M 0.12% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,599 shares; 2024Q4: 2,563 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,481 shares; 2025Q4: 2,435 shares; 2026Q1: 2,415 shares 2,415 $1.14M 0.12% -20 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: 4,915 shares; 2024Q4: 4,990 shares; 2025Q1: 4,900 shares; 2025Q2: 5,059 shares; 2025Q3: 4,927 shares; 2025Q4: 10,312 shares; 2026Q1: 10,326 shares 10,326 $1.13M 0.12% +14 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,126 shares; 2025Q1: 3,809 shares; 2025Q2: 3,725 shares; 2025Q3: 3,635 shares; 2025Q4: 3,520 shares; 2026Q1: 3,491 shares 3,491 $1.12M 0.12% -29 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: 24,011 shares; 2024Q4: 21,625 shares; 2025Q1: 21,580 shares; 2025Q2: 21,561 shares; 2025Q3: 21,362 shares; 2025Q4: 21,286 shares; 2026Q1: 21,178 shares 21,178 $1.12M 0.12% -108 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,557 shares; 2024Q4: 4,532 shares; 2025Q1: 4,532 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,535 shares; 2026Q1: 4,525 shares 4,525 $1.12M 0.12% -10 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: 2,497 shares; 2024Q4: 2,526 shares; 2025Q1: 2,502 shares; 2025Q2: 2,458 shares; 2025Q3: 2,410 shares; 2025Q4: 2,421 shares; 2026Q1: 2,421 shares 2,421 $1.12M 0.12% 0 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: 7,761 shares; 2024Q4: 7,761 shares; 2025Q1: 7,675 shares; 2025Q2: 7,676 shares; 2025Q3: 7,373 shares; 2025Q4: 6,975 shares; 2026Q1: 6,945 shares 6,945 $1.11M 0.12% -30 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 777 shares; 2024Q4: 777 shares; 2025Q1: 1,829 shares; 2025Q2: 1,828 shares; 2025Q3: 1,918 shares; 2025Q4: 1,819 shares; 2026Q1: 4,618 shares 4,618 $1.11M 0.12% +2,799 Timeline PID 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: 51,876 shares; 2024Q4: 51,784 shares; 2025Q1: 51,484 shares; 2025Q2: 50,237 shares; 2025Q3: 49,627 shares; 2025Q4: 49,427 shares; 2026Q1: 48,086 shares 48,086 $1.07M 0.11% -1,341 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: 13,218 shares; 2024Q4: 13,223 shares; 2025Q1: 13,135 shares; 2025Q2: 13,242 shares; 2025Q3: 13,245 shares; 2025Q4: 13,140 shares; 2026Q1: 12,962 shares 12,962 $1.07M 0.11% -178 Timeline KRE 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: 14,330 shares; 2024Q4: 14,780 shares; 2025Q1: 14,975 shares; 2025Q2: 14,917 shares; 2025Q3: 15,499 shares; 2025Q4: 16,051 shares; 2026Q1: 16,339 shares 16,339 $1.06M 0.11% +288 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: 7,273 shares; 2024Q4: 7,273 shares; 2025Q1: 7,248 shares; 2025Q2: 7,170 shares; 2025Q3: 7,199 shares; 2025Q4: 7,202 shares; 2026Q1: 7,323 shares 7,323 $1.06M 0.11% +121 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: 1,216 shares; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: 1,205 shares; 2026Q1: 1,205 shares 1,205 $1.04M 0.11% 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: 5,345 shares; 2024Q4: 5,266 shares; 2025Q1: 5,227 shares; 2025Q2: 5,134 shares; 2025Q3: 4,763 shares; 2025Q4: 4,668 shares; 2026Q1: 4,613 shares 4,613 $1.04M 0.11% -55 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: 11,461 shares; 2024Q4: 11,288 shares; 2025Q1: 11,285 shares; 2025Q2: 11,262 shares; 2025Q3: 11,220 shares; 2025Q4: 11,031 shares; 2026Q1: 11,045 shares 11,045 $1.04M 0.11% +14 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: 7,457 shares; 2024Q4: 7,357 shares; 2025Q1: 7,317 shares; 2025Q2: 7,399 shares; 2025Q3: 7,374 shares; 2025Q4: 7,476 shares; 2026Q1: 7,434 shares 7,434 $1.04M 0.11% -42 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,562 shares; 2024Q4: 3,562 shares; 2025Q1: 3,562 shares; 2025Q2: 3,562 shares; 2025Q3: 3,562 shares; 2025Q4: 3,558 shares; 2026Q1: 3,558 shares 3,558 $1.03M 0.11% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,490 shares; 2025Q1: 4,444 shares; 2025Q2: 4,406 shares; 2025Q3: 3,791 shares; 2025Q4: 3,815 shares; 2026Q1: 3,839 shares 3,839 $1.02M 0.11% +24 Timeline PRFZ 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: 22,654 shares; 2024Q4: 22,440 shares; 2025Q1: 22,440 shares; 2025Q2: 22,440 shares; 2025Q3: 22,440 shares; 2025Q4: 22,440 shares; 2026Q1: 21,970 shares 21,970 $1.01M 0.11% -470 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: 42,811 shares; 2024Q4: 41,903 shares; 2025Q1: 41,790 shares; 2025Q2: 41,329 shares; 2025Q3: 41,009 shares; 2025Q4: 42,829 shares; 2026Q1: 34,494 shares 34,494 $1000K 0.11% -8,335 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: 6,743 shares; 2024Q4: 6,426 shares; 2025Q1: 6,310 shares; 2025Q2: 6,087 shares; 2025Q3: 6,053 shares; 2025Q4: 6,031 shares; 2026Q1: 5,875 shares 5,875 $997K 0.11% -156 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,160 shares; 2024Q4: 4,018 shares; 2025Q1: 3,803 shares; 2025Q2: 4,001 shares; 2025Q3: 4,113 shares; 2025Q4: 4,331 shares; 2026Q1: 5,028 shares 5,028 $996K 0.11% +697 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,860 shares; 2024Q4: 35,516 shares; 2025Q1: 44,716 shares; 2025Q2: 44,316 shares; 2025Q3: 41,516 shares; 2025Q4: 41,010 shares; 2026Q1: 40,788 shares 40,788 $976K 0.1% -222 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: 3,266 shares; 2024Q4: 3,287 shares; 2025Q1: 3,268 shares; 2025Q2: 3,222 shares; 2025Q3: 3,148 shares; 2025Q4: 3,126 shares; 2026Q1: 3,137 shares 3,137 $975K 0.1% +11 Timeline IHE 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: 11,027 shares; 2024Q4: 10,992 shares; 2025Q1: 11,283 shares; 2025Q2: 11,198 shares; 2025Q3: 10,565 shares; 2025Q4: 11,273 shares; 2026Q1: 11,244 shares 11,244 $975K 0.1% -29 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,082 shares; 2024Q4: 3,159 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,250 shares; 2025Q4: 3,620 shares; 2026Q1: 4,304 shares 4,304 $970K 0.1% +684 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,792 shares; 2024Q4: 1,784 shares; 2025Q1: 1,814 shares; 2025Q2: 1,814 shares; 2025Q3: 1,731 shares; 2025Q4: 2,215 shares; 2026Q1: 2,200 shares 2,200 $960K 0.1% -15 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: 24,100 shares; 2024Q4: 23,965 shares; 2025Q1: 20,526 shares; 2025Q2: 20,220 shares; 2025Q3: 20,487 shares; 2025Q4: 20,395 shares; 2026Q1: 19,110 shares 19,110 $959K 0.1% -1,285 Timeline DTD 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: 11,242 shares; 2024Q4: 11,242 shares; 2025Q1: 11,242 shares; 2025Q2: 11,242 shares; 2025Q3: 11,242 shares; 2025Q4: 11,478 shares; 2026Q1: 11,090 shares 11,090 $958K 0.1% -388 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: 377 shares; 2024Q4: 776 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 724 shares; 2026Q1: 725 shares 725 $958K 0.1% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,594 shares; 2025Q1: 1,599 shares; 2025Q2: 1,538 shares; 2025Q3: 1,578 shares; 2025Q4: 2,257 shares; 2026Q1: 2,242 shares 2,242 $954K 0.1% -15 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: 9,167 shares; 2024Q4: 8,485 shares; 2025Q1: 8,578 shares; 2025Q2: 8,420 shares; 2025Q3: 8,090 shares; 2025Q4: 7,654 shares; 2026Q1: 7,561 shares 7,561 $949K 0.1% -93 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,555 shares; 2024Q4: 1,551 shares; 2025Q1: 1,777 shares; 2025Q2: 1,724 shares; 2025Q3: 1,769 shares; 2025Q4: 1,727 shares; 2026Q1: 1,746 shares 1,746 $941K 0.1% +19 Timeline PWV 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: 14,657 shares; 2024Q4: 14,611 shares; 2025Q1: 14,613 shares; 2025Q2: 14,314 shares; 2025Q3: 14,315 shares; 2025Q4: 13,742 shares; 2026Q1: 13,368 shares 13,368 $932K 0.1% -374 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: 22,841 shares; 2024Q4: 22,276 shares; 2025Q1: 22,237 shares; 2025Q2: 21,166 shares; 2025Q3: 19,820 shares; 2025Q4: 19,481 shares; 2026Q1: 15,293 shares 15,293 $920K 0.1% -4,188 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,316 shares; 2024Q4: 10,894 shares; 2025Q1: 10,304 shares; 2025Q2: 9,291 shares; 2025Q3: 7,125 shares; 2025Q4: 7,168 shares; 2026Q1: 7,082 shares 7,082 $909K 0.1% -86 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: 3,041 shares; 2024Q4: 3,026 shares; 2025Q1: 3,023 shares; 2025Q2: 2,980 shares; 2025Q3: 3,264 shares; 2025Q4: 3,263 shares; 2026Q1: 3,348 shares 3,348 $906K 0.1% +85 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: 7,564 shares; 2024Q4: 7,564 shares; 2025Q1: 11,980 shares; 2025Q2: 10,903 shares; 2025Q3: 10,736 shares; 2025Q4: 10,260 shares; 2026Q1: 9,779 shares 9,779 $905K 0.1% -481 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,536 shares; 2024Q4: 15,319 shares; 2025Q1: 15,346 shares; 2025Q2: 15,072 shares; 2025Q3: 14,996 shares; 2025Q4: 10,451 shares; 2026Q1: 20,102 shares 20,102 $898K 0.1% +9,651 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: 10,119 shares; 2024Q4: 32,286 shares; 2025Q1: 30,434 shares; 2025Q2: 30,557 shares; 2025Q3: 27,594 shares; 2025Q4: 27,921 shares; 2026Q1: 28,831 shares 28,831 $885K 0.09% +910 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,346 shares; 2024Q4: 1,444 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares; 2025Q3: 1,641 shares; 2025Q4: not reported; 2026Q1: 6,786 shares 6,786 $882K 0.09% new 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: 2,898 shares; 2025Q1: not reported; 2025Q2: 5,469 shares; 2025Q3: 2,711 shares; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares 2,263 $879K 0.09% 0 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,566 shares; 2024Q4: 6,554 shares; 2025Q1: 6,444 shares; 2025Q2: 6,376 shares; 2025Q3: 13,563 shares; 2025Q4: 10,616 shares; 2026Q1: 10,507 shares 10,507 $878K 0.09% -109 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374 shares; 2024Q4: 2,395 shares; 2025Q1: 2,843 shares; 2025Q2: 2,032 shares; 2025Q3: 2,182 shares; 2025Q4: 2,356 shares; 2026Q1: 2,812 shares 2,812 $878K 0.09% +456 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,653 shares; 2024Q4: 17,547 shares; 2025Q1: 17,517 shares; 2025Q2: 16,717 shares; 2025Q3: 16,267 shares; 2025Q4: 15,656 shares; 2026Q1: 21,141 shares 21,141 $853K 0.09% +5,485 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: 29,677 shares; 2024Q4: 29,246 shares; 2025Q1: 29,001 shares; 2025Q2: 28,550 shares; 2025Q3: 31,435 shares; 2025Q4: 29,901 shares; 2026Q1: 29,647 shares 29,647 $851K 0.09% -254 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: 6,863 shares; 2024Q4: 6,918 shares; 2025Q1: 7,037 shares; 2025Q2: 6,968 shares; 2025Q3: 7,787 shares; 2025Q4: 16,613 shares; 2026Q1: 16,513 shares 16,513 $849K 0.09% -100 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 734 shares; 2024Q4: 734 shares; 2025Q1: 760 shares; 2025Q2: 738 shares; 2025Q3: 835 shares; 2025Q4: 798 shares; 2026Q1: 793 shares 793 $847K 0.09% -5 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: 5,315 shares; 2024Q4: 5,315 shares; 2025Q1: 7,647 shares; 2025Q2: 8,208 shares; 2025Q3: 7,598 shares; 2025Q4: 6,908 shares; 2026Q1: 6,700 shares 6,700 $847K 0.09% -208 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,047 shares; 2025Q3: 8,989 shares; 2025Q4: 9,073 shares; 2026Q1: 12,773 shares 12,773 $840K 0.09% +3,700 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: 3,771 shares; 2024Q4: 3,659 shares; 2025Q1: 3,651 shares; 2025Q2: 3,560 shares; 2025Q3: 3,571 shares; 2025Q4: 3,546 shares; 2026Q1: 3,464 shares 3,464 $840K 0.09% -82 Timeline EZM 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: 12,790 shares; 2024Q4: 12,790 shares; 2025Q1: 12,790 shares; 2025Q2: 12,790 shares; 2025Q3: 12,490 shares; 2025Q4: 12,490 shares; 2026Q1: 12,490 shares 12,490 $840K 0.09% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,222 shares; 2025Q1: 4,055 shares; 2025Q2: 4,055 shares; 2025Q3: 4,327 shares; 2025Q4: 4,212 shares; 2026Q1: 7,012 shares 7,012 $828K 0.09% +2,800 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,980 shares; 2024Q4: 8,945 shares; 2025Q1: 8,915 shares; 2025Q2: 8,920 shares; 2025Q3: 8,745 shares; 2025Q4: 8,549 shares; 2026Q1: 8,441 shares 8,441 $825K 0.09% -108 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 18,554 shares; 2025Q1: 17,791 shares; 2025Q2: 16,982 shares; 2025Q3: 16,608 shares; 2025Q4: 16,460 shares; 2026Q1: 16,394 shares 16,394 $814K 0.09% -66 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,541 shares; 2024Q4: 72,320 shares; 2025Q1: 75,080 shares; 2025Q2: 74,326 shares; 2025Q3: 79,155 shares; 2025Q4: 79,284 shares; 2026Q1: 34,270 shares 34,270 $812K 0.09% -45,014 Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,548 shares; 2025Q4: 16,528 shares; 2026Q1: 20,343 shares 20,343 $807K 0.09% +3,815 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,917 shares; 2025Q1: 1,557 shares; 2025Q2: 1,442 shares; 2025Q3: 2,427 shares; 2025Q4: not reported; 2026Q1: 6,465 shares 6,465 $807K 0.09% 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: 2,996 shares; 2024Q4: 2,866 shares; 2025Q1: 2,855 shares; 2025Q2: 2,855 shares; 2025Q3: 2,831 shares; 2025Q4: 2,823 shares; 2026Q1: 2,723 shares 2,723 $797K 0.09% -100 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: 8,873 shares; 2024Q4: 8,566 shares; 2025Q1: 7,861 shares; 2025Q2: 7,743 shares; 2025Q3: 7,778 shares; 2025Q4: 7,666 shares; 2026Q1: 7,668 shares 7,668 $787K 0.08% +2 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,538 shares; 2025Q2: 10,538 shares; 2025Q3: 9,247 shares; 2025Q4: 9,247 shares; 2026Q1: 9,247 shares 9,247 $785K 0.08% 0 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: 1,852 shares; 2024Q4: 1,856 shares; 2025Q1: 1,818 shares; 2025Q2: 1,679 shares; 2025Q3: 1,657 shares; 2025Q4: 1,631 shares; 2026Q1: 2,007 shares 2,007 $784K 0.08% +376 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: 10,654 shares; 2024Q4: 10,704 shares; 2025Q1: 10,499 shares; 2025Q2: 10,236 shares; 2025Q3: 10,473 shares; 2025Q4: 10,305 shares; 2026Q1: 10,264 shares 10,264 $781K 0.08% -41 Timeline AIVL 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: 8,715 shares; 2024Q4: 8,738 shares; 2025Q1: 8,756 shares; 2025Q2: 7,869 shares; 2025Q3: 7,236 shares; 2025Q4: 6,936 shares; 2026Q1: 6,728 shares 6,728 $778K 0.08% -208 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,186 shares; 2024Q4: 12,197 shares; 2025Q1: 12,197 shares; 2025Q2: 12,186 shares; 2025Q3: 12,186 shares; 2025Q4: 12,195 shares; 2026Q1: 12,197 shares 12,197 $762K 0.08% +2 Timeline IYT 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: 9,657 shares; 2024Q4: 9,657 shares; 2025Q1: 9,752 shares; 2025Q2: 9,513 shares; 2025Q3: 9,295 shares; 2025Q4: 10,036 shares; 2026Q1: 10,052 shares 10,052 $750K 0.08% +16 Timeline DOL 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: 11,816 shares; 2024Q4: 11,722 shares; 2025Q1: 11,677 shares; 2025Q2: 11,653 shares; 2025Q3: 11,377 shares; 2025Q4: 11,107 shares; 2026Q1: 11,004 shares 11,004 $748K 0.08% -103 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 7,846 shares; 2025Q1: 7,641 shares; 2025Q2: 7,635 shares; 2025Q3: 7,605 shares; 2025Q4: 7,470 shares; 2026Q1: 7,365 shares 7,365 $748K 0.08% -105 Timeline MTUM 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: 3,632 shares; 2024Q4: 3,644 shares; 2025Q1: 3,594 shares; 2025Q2: 4,012 shares; 2025Q3: 4,068 shares; 2025Q4: 3,108 shares; 2026Q1: 3,108 shares 3,108 $746K 0.08% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,687 shares; 2024Q4: 8,662 shares; 2025Q1: 9,636 shares; 2025Q2: 9,436 shares; 2025Q3: 9,436 shares; 2025Q4: 9,228 shares; 2026Q1: 8,509 shares 8,509 $739K 0.08% -719 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,358 shares; 2024Q4: 10,359 shares; 2025Q1: 10,209 shares; 2025Q2: 10,209 shares; 2025Q3: 10,406 shares; 2025Q4: 10,379 shares; 2026Q1: 10,364 shares 10,364 $733K 0.08% -15 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: 301 shares; 2024Q4: 301 shares; 2025Q1: 311 shares; 2025Q2: 311 shares; 2025Q3: 311 shares; 2025Q4: 307 shares; 2026Q1: 422 shares 422 $730K 0.08% +115 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: 6,697 shares; 2025Q2: 7,088 shares; 2025Q3: 7,061 shares; 2025Q4: 12,580 shares; 2026Q1: 16,158 shares 16,158 $725K 0.08% +3,578 Timeline EFG 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: 11,390 shares; 2024Q4: 11,575 shares; 2025Q1: 11,692 shares; 2025Q2: 11,103 shares; 2025Q3: 11,489 shares; 2025Q4: 6,232 shares; 2026Q1: 6,413 shares 6,413 $714K 0.08% +181 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,159 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,159 shares; 2025Q3: 8,159 shares; 2025Q4: 23,749 shares; 2026Q1: 37,749 shares 37,749 $713K 0.08% +14,000 Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,067 shares; 2025Q2: 9,067 shares; 2025Q3: 9,582 shares; 2025Q4: 9,697 shares; 2026Q1: 9,697 shares 9,697 $708K 0.08% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,434 shares; 2024Q4: 4,234 shares; 2025Q1: 4,234 shares; 2025Q2: 3,511 shares; 2025Q3: 3,673 shares; 2025Q4: 3,675 shares; 2026Q1: 3,561 shares 3,561 $704K 0.08% -114 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,773 shares; 2024Q4: 26,789 shares; 2025Q1: 26,804 shares; 2025Q2: 23,871 shares; 2025Q3: 23,859 shares; 2025Q4: 18,091 shares; 2026Q1: 18,091 shares 18,091 $703K 0.08% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,451 shares; 2024Q4: 9,371 shares; 2025Q1: 9,331 shares; 2025Q2: 8,719 shares; 2025Q3: 8,610 shares; 2025Q4: 8,450 shares; 2026Q1: 8,303 shares 8,303 $695K 0.07% -147 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,221 shares; 2024Q4: 59,066 shares; 2025Q1: 60,275 shares; 2025Q2: 60,275 shares; 2025Q3: 63,338 shares; 2025Q4: 61,525 shares; 2026Q1: 61,525 shares 61,525 $693K 0.07% 0 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 6,859 shares; 2025Q1: 7,059 shares; 2025Q2: 12,980 shares; 2025Q3: 12,980 shares; 2025Q4: 12,980 shares; 2026Q1: 12,980 shares 12,980 $693K 0.07% 0 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: 7,068 shares; 2024Q4: 7,183 shares; 2025Q1: 7,144 shares; 2025Q2: 7,029 shares; 2025Q3: 7,069 shares; 2025Q4: 7,311 shares; 2026Q1: 7,536 shares 7,536 $682K 0.07% +225 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 5,560 shares; 2025Q2: 5,019 shares; 2025Q3: 4,008 shares; 2025Q4: 4,012 shares; 2026Q1: 4,008 shares 4,008 $678K 0.07% -4 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,329 shares; 2024Q4: 11,301 shares; 2025Q1: 11,301 shares; 2025Q2: 11,026 shares; 2025Q3: 10,023 shares; 2025Q4: 10,023 shares; 2026Q1: 9,973 shares 9,973 $659K 0.07% -50 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: 1,820 shares; 2024Q4: 1,829 shares; 2025Q1: 1,503 shares; 2025Q2: 1,208 shares; 2025Q3: 1,223 shares; 2025Q4: 1,367 shares; 2026Q1: 1,102 shares 1,102 $658K 0.07% -265 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,125 shares; 2024Q4: 3,066 shares; 2025Q1: 2,824 shares; 2025Q2: 2,694 shares; 2025Q3: 3,822 shares; 2025Q4: 4,078 shares; 2026Q1: 4,214 shares 4,214 $654K 0.07% +136 Timeline VPL 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: 7,945 shares; 2024Q4: 6,766 shares; 2025Q1: 6,654 shares; 2025Q2: 6,364 shares; 2025Q3: 6,190 shares; 2025Q4: 6,603 shares; 2026Q1: 6,609 shares 6,609 $646K 0.07% +6 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: 977 shares; 2024Q4: 981 shares; 2025Q1: 976 shares; 2025Q2: 976 shares; 2025Q3: 1,615 shares; 2025Q4: 1,594 shares; 2026Q1: 1,548 shares 1,548 $645K 0.07% -46 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,342 shares; 2024Q4: 52,318 shares; 2025Q1: 53,689 shares; 2025Q2: 59,294 shares; 2025Q3: 61,906 shares; 2025Q4: 58,696 shares; 2026Q1: 59,277 shares 59,277 $637K 0.07% +581 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,380 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,245 shares; 2025Q3: 2,245 shares; 2025Q4: 1,786 shares; 2026Q1: 4,617 shares 4,617 $633K 0.07% +2,831 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: 3,921 shares; 2024Q4: 3,873 shares; 2025Q1: 3,768 shares; 2025Q2: 3,769 shares; 2025Q3: 3,027 shares; 2025Q4: 4,894 shares; 2026Q1: 4,319 shares 4,319 $633K 0.07% -575 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,049 shares; 2026Q1: 15,469 shares 15,469 $626K 0.07% +4,420 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: 2,168 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,435 shares; 2025Q3: 2,232 shares; 2025Q4: 1,948 shares; 2026Q1: 1,593 shares 1,593 $624K 0.07% -355 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: 4,924 shares; 2024Q4: 4,924 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,901 shares; 2025Q4: 4,738 shares; 2026Q1: 4,738 shares 4,738 $620K 0.07% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,216 shares; 2024Q4: not reported; 2025Q1: 3,304 shares; 2025Q2: 3,304 shares; 2025Q3: 3,470 shares; 2025Q4: 3,308 shares; 2026Q1: 3,308 shares 3,308 $619K 0.07% 0 Timeline NOV NOV INC More: the full row for NOV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,775 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,794 shares; 2026Q1: 32,794 shares 32,794 $617K 0.07% 0 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: 24,878 shares; 2024Q4: 23,075 shares; 2025Q1: 22,884 shares; 2025Q2: 22,882 shares; 2025Q3: 22,709 shares; 2025Q4: 21,988 shares; 2026Q1: 21,948 shares 21,948 $616K 0.07% -40 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: 8,370 shares; 2024Q4: 7,845 shares; 2025Q1: 7,849 shares; 2025Q2: 7,854 shares; 2025Q3: 7,835 shares; 2025Q4: 7,704 shares; 2026Q1: 7,688 shares 7,688 $612K 0.07% -16 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,149 shares; 2024Q4: 10,151 shares; 2025Q1: 10,154 shares; 2025Q2: 9,876 shares; 2025Q3: 9,878 shares; 2025Q4: 9,380 shares; 2026Q1: 9,383 shares 9,383 $611K 0.07% +3 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,036 shares; 2024Q4: 11,055 shares; 2025Q1: 10,995 shares; 2025Q2: 16,491 shares; 2025Q3: 16,318 shares; 2025Q4: 16,236 shares; 2026Q1: 16,236 shares 16,236 $610K 0.07% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,868 shares; 2024Q4: 23,868 shares; 2025Q1: 23,868 shares; 2025Q2: 24,103 shares; 2025Q3: 24,186 shares; 2025Q4: 24,463 shares; 2026Q1: 24,753 shares 24,753 $610K 0.07% +290 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,963 shares; 2025Q1: 3,963 shares; 2025Q2: 10,122 shares; 2025Q3: 10,136 shares; 2025Q4: 9,636 shares; 2026Q1: 9,636 shares 9,636 $610K 0.07% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,500 shares; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,467 shares; 2025Q4: 11,202 shares; 2026Q1: 12,164 shares 12,164 $608K 0.07% +962 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,504 shares; 2025Q2: 12,504 shares; 2025Q3: 12,504 shares; 2025Q4: 12,445 shares; 2026Q1: 12,445 shares 12,445 $606K 0.07% 0 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: 3,076 shares; 2024Q4: 3,601 shares; 2025Q1: 3,347 shares; 2025Q2: 3,369 shares; 2025Q3: 3,377 shares; 2025Q4: 3,162 shares; 2026Q1: 3,124 shares 3,124 $600K 0.06% -38 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: 4,130 shares; 2024Q4: 4,130 shares; 2025Q1: 4,130 shares; 2025Q2: 9,100 shares; 2025Q3: 9,776 shares; 2025Q4: 9,676 shares; 2026Q1: 9,676 shares 9,676 $598K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,664 shares; 2024Q4: 4,400 shares; 2025Q1: 4,345 shares; 2025Q2: 4,415 shares; 2025Q3: 4,314 shares; 2025Q4: 4,430 shares; 2026Q1: 4,558 shares 4,558 $597K 0.06% +128 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: 19,026 shares; 2024Q4: 13,874 shares; 2025Q1: 13,181 shares; 2025Q2: 13,161 shares; 2025Q3: 13,503 shares; 2025Q4: 13,404 shares; 2026Q1: 13,410 shares 13,410 $592K 0.06% +6 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: 4,819 shares; 2024Q4: 4,659 shares; 2025Q1: 4,535 shares; 2025Q2: 4,535 shares; 2025Q3: 4,475 shares; 2025Q4: 4,546 shares; 2026Q1: 4,514 shares 4,514 $591K 0.06% -32 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: 3,527 shares; 2024Q4: 3,304 shares; 2025Q1: 3,130 shares; 2025Q2: 3,122 shares; 2025Q3: 3,124 shares; 2025Q4: 3,114 shares; 2026Q1: 3,114 shares 3,114 $590K 0.06% 0 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,051 shares; 2024Q4: 59,078 shares; 2025Q1: 56,370 shares; 2025Q2: 55,858 shares; 2025Q3: 55,884 shares; 2025Q4: 53,857 shares; 2026Q1: 52,756 shares 52,756 $588K 0.06% -1,101 Timeline EPS 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: 9,910 shares; 2024Q4: 9,910 shares; 2025Q1: 9,910 shares; 2025Q2: 9,910 shares; 2025Q3: 8,575 shares; 2025Q4: 8,575 shares; 2026Q1: 8,575 shares 8,575 $584K 0.06% 0 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,904 shares; 2024Q4: 14,904 shares; 2025Q1: 14,904 shares; 2025Q2: 14,904 shares; 2025Q3: 15,049 shares; 2025Q4: 15,049 shares; 2026Q1: 16,487 shares 16,487 $572K 0.06% +1,438 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: 4,963 shares; 2024Q4: 4,970 shares; 2025Q1: 7,820 shares; 2025Q2: 8,852 shares; 2025Q3: 9,781 shares; 2025Q4: 9,304 shares; 2026Q1: 8,521 shares 8,521 $562K 0.06% -783 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,552 shares; 2024Q4: 10,552 shares; 2025Q1: 10,552 shares; 2025Q2: 10,552 shares; 2025Q3: 10,571 shares; 2025Q4: 10,571 shares; 2026Q1: 10,602 shares 10,602 $560K 0.06% +31 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: 23,083 shares; 2024Q4: 23,340 shares; 2025Q1: 25,606 shares; 2025Q2: 26,167 shares; 2025Q3: 30,345 shares; 2025Q4: 30,800 shares; 2026Q1: 8,923 shares 8,923 $559K 0.06% -21,877 Timeline IBB 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: 3,377 shares; 2024Q4: 3,377 shares; 2025Q1: 3,377 shares; 2025Q2: 3,292 shares; 2025Q3: 3,154 shares; 2025Q4: 3,094 shares; 2026Q1: 3,303 shares 3,303 $558K 0.06% +209 Timeline XSVM 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: 9,740 shares; 2024Q4: 9,740 shares; 2025Q1: 9,740 shares; 2025Q2: 9,740 shares; 2025Q3: 9,740 shares; 2025Q4: 9,240 shares; 2026Q1: 9,240 shares 9,240 $557K 0.06% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,177 shares; 2024Q4: 28,177 shares; 2025Q1: 28,177 shares; 2025Q2: 28,177 shares; 2025Q3: 27,852 shares; 2025Q4: 27,852 shares; 2026Q1: 27,746 shares 27,746 $556K 0.06% -106 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,298 shares; 2025Q2: 3,248 shares; 2025Q3: 1,650 shares; 2025Q4: 1,588 shares; 2026Q1: 2,408 shares 2,408 $556K 0.06% +820 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: 3,732 shares; 2024Q4: 3,699 shares; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,631 shares; 2026Q1: 3,636 shares 3,636 $555K 0.06% +5 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: 10,807 shares; 2024Q4: 10,707 shares; 2025Q1: 10,662 shares; 2025Q2: 10,662 shares; 2025Q3: 10,407 shares; 2025Q4: 10,660 shares; 2026Q1: 10,658 shares 10,658 $554K 0.06% -2 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: 3,991 shares; 2024Q4: 3,991 shares; 2025Q1: 3,239 shares; 2025Q2: 5,746 shares; 2025Q3: 7,034 shares; 2025Q4: 12,841 shares; 2026Q1: 11,939 shares 11,939 $548K 0.06% -902 Timeline AIR AAR CORP More: the full row for AAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $547K 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: 1,354 shares; 2024Q4: 1,492 shares; 2025Q1: 1,490 shares; 2025Q2: 1,473 shares; 2025Q3: 1,267 shares; 2025Q4: 1,258 shares; 2026Q1: 1,260 shares 1,260 $545K 0.06% +2 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 2,823 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,626 shares; 2025Q4: 2,612 shares; 2026Q1: 2,624 shares 2,624 $544K 0.06% +12 Timeline QLD 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: 4,510 shares; 2024Q4: 4,391 shares; 2025Q1: 4,391 shares; 2025Q2: 4,391 shares; 2025Q3: 4,391 shares; 2025Q4: 8,782 shares; 2026Q1: 8,782 shares 8,782 $536K 0.06% 0 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: 6,451 shares; 2024Q4: 6,606 shares; 2025Q1: 6,638 shares; 2025Q2: 4,623 shares; 2025Q3: 4,623 shares; 2025Q4: 4,689 shares; 2026Q1: 7,443 shares 7,443 $535K 0.06% +2,754 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: 11,308 shares; 2024Q4: 10,617 shares; 2025Q1: 10,590 shares; 2025Q2: 10,990 shares; 2025Q3: 8,334 shares; 2025Q4: 7,512 shares; 2026Q1: 7,252 shares 7,252 $534K 0.06% -260 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: 2,058 shares; 2024Q4: 2,006 shares; 2025Q1: 2,024 shares; 2025Q2: 2,016 shares; 2025Q3: 2,019 shares; 2025Q4: 1,935 shares; 2026Q1: 1,935 shares 1,935 $532K 0.06% 0 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: 2,644 shares; 2024Q4: 2,844 shares; 2025Q1: 3,195 shares; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,309 shares; 2026Q1: 3,348 shares 3,348 $527K 0.06% +39 Timeline COMP COMPASS INC More: the full row for COMPASS 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: 71,800 shares 71,800 $525K 0.06% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,944 shares; 2025Q3: 2,944 shares; 2025Q4: 2,949 shares; 2026Q1: 2,876 shares 2,876 $525K 0.06% -73 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,070 shares; 2025Q1: 1,063 shares; 2025Q2: 1,030 shares; 2025Q3: 1,006 shares; 2025Q4: 1,006 shares; 2026Q1: 1,004 shares 1,004 $525K 0.06% -2 Timeline PEY 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: 25,170 shares; 2024Q4: 25,156 shares; 2025Q1: 25,156 shares; 2025Q2: 25,156 shares; 2025Q3: 24,956 shares; 2025Q4: 24,456 shares; 2026Q1: 24,452 shares 24,452 $524K 0.06% -4 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 5,992 shares; 2025Q1: 5,704 shares; 2025Q2: 4,767 shares; 2025Q3: 4,769 shares; 2025Q4: 4,772 shares; 2026Q1: 4,777 shares 4,777 $514K 0.06% +5 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,066 shares; 2024Q4: 5,066 shares; 2025Q1: 5,066 shares; 2025Q2: 5,066 shares; 2025Q3: 5,066 shares; 2025Q4: 5,066 shares; 2026Q1: 5,093 shares 5,093 $510K 0.05% +27 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: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 2,384 shares; 2025Q2: 2,570 shares; 2025Q3: 1,731 shares; 2025Q4: 1,735 shares; 2026Q1: 1,674 shares 1,674 $509K 0.05% -61 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,997 shares; 2024Q4: 10,234 shares; 2025Q1: 9,659 shares; 2025Q2: 8,136 shares; 2025Q3: 6,572 shares; 2025Q4: 5,252 shares; 2026Q1: 5,162 shares 5,162 $508K 0.05% -90 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: 60,959 shares; 2024Q4: 56,959 shares; 2025Q1: 48,910 shares; 2025Q2: 47,474 shares; 2025Q3: 47,385 shares; 2025Q4: 44,083 shares; 2026Q1: 43,585 shares 43,585 $503K 0.05% -498 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,754 shares; 2024Q4: 2,064 shares; 2025Q1: 2,064 shares; 2025Q2: 2,064 shares; 2025Q3: 2,064 shares; 2025Q4: 1,836 shares; 2026Q1: 1,836 shares 1,836 $502K 0.05% 0 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: 4,408 shares; 2024Q4: 4,059 shares; 2025Q1: 4,069 shares; 2025Q2: 4,084 shares; 2025Q3: 4,088 shares; 2025Q4: 3,947 shares; 2026Q1: 3,947 shares 3,947 $498K 0.05% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 1,008 shares; 2025Q1: 1,008 shares; 2025Q2: 1,008 shares; 2025Q3: 1,008 shares; 2025Q4: 1,002 shares; 2026Q1: 1,001 shares 1,001 $496K 0.05% -1 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,276 shares 21,276 $496K 0.05% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 9,154 shares; 2025Q1: 8,732 shares; 2025Q2: 8,491 shares; 2025Q3: 10,593 shares; 2025Q4: 10,401 shares; 2026Q1: 10,299 shares 10,299 $495K 0.05% -102 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,330 shares; 2024Q4: 78,830 shares; 2025Q1: 78,696 shares; 2025Q2: 87,533 shares; 2025Q3: 88,961 shares; 2025Q4: 88,551 shares; 2026Q1: 89,063 shares 89,063 $494K 0.05% +512 Timeline OS ONESTREAM INC More: the full row for ONESTREAM 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: 22,886 shares; 2025Q4: 20,484 shares; 2026Q1: 20,484 shares 20,484 $492K 0.05% 0 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: 11,224 shares; 2026Q1: 19,584 shares 19,584 $490K 0.05% +8,360 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,669 shares; 2025Q4: 2,675 shares; 2026Q1: 1,806 shares 1,806 $488K 0.05% -869 Timeline SE SEA LTD More: the full row for SEA 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: not reported; 2026Q1: 5,895 shares 5,895 $488K 0.05% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,613 shares; 2025Q2: 6,162 shares; 2025Q3: 6,156 shares; 2025Q4: 4,043 shares; 2026Q1: 4,369 shares 4,369 $487K 0.05% +326 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,747 shares; 2024Q4: 19,747 shares; 2025Q1: 19,707 shares; 2025Q2: 19,707 shares; 2025Q3: 19,323 shares; 2025Q4: 19,137 shares; 2026Q1: 18,050 shares 18,050 $486K 0.05% -1,087 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,456 shares; 2025Q2: 4,460 shares; 2025Q3: 4,456 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350 $483K 0.05% 0 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: 2,217 shares; 2024Q4: 2,159 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,159 shares; 2025Q4: 2,294 shares; 2026Q1: 2,321 shares 2,321 $483K 0.05% +27 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: 6,099 shares; 2024Q4: 6,149 shares; 2025Q1: 6,099 shares; 2025Q2: 6,181 shares; 2025Q3: 6,133 shares; 2025Q4: 6,412 shares; 2026Q1: 6,607 shares 6,607 $481K 0.05% +195 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: 963 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 901 shares; 2025Q3: 956 shares; 2025Q4: 979 shares; 2026Q1: 977 shares 977 $480K 0.05% -2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,808 shares; 2024Q4: 3,556 shares; 2025Q1: 3,556 shares; 2025Q2: 3,542 shares; 2025Q3: 2,842 shares; 2025Q4: 2,822 shares; 2026Q1: 2,822 shares 2,822 $477K 0.05% 0 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: 850 shares; 2024Q4: 849 shares; 2025Q1: 849 shares; 2025Q2: 799 shares; 2025Q3: 784 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $476K 0.05% 0 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,062 shares; 2024Q4: 5,004 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,111 shares; 2025Q4: 4,074 shares; 2026Q1: 4,015 shares 4,015 $471K 0.05% -59 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 818 shares; 2025Q3: 818 shares; 2025Q4: 819 shares; 2026Q1: 819 shares 819 $469K 0.05% 0 Timeline BORR BORR DRILLING LTD More: the full row for BORR DRILLING 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: 80,000 shares; 2025Q3: 80,000 shares; 2025Q4: 80,000 shares; 2026Q1: 80,000 shares 80,000 $462K 0.05% 0 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: 51,303 shares; 2024Q4: 9,241 shares; 2025Q1: 58,096 shares; 2025Q2: 11,114 shares; 2025Q3: 9,036 shares; 2025Q4: 4,797 shares; 2026Q1: 4,956 shares 4,956 $460K 0.05% +159 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: 12,942 shares; 2024Q4: 15,823 shares; 2025Q1: 15,826 shares; 2025Q2: 15,826 shares; 2025Q3: 15,826 shares; 2025Q4: 12,344 shares; 2026Q1: 12,344 shares 12,344 $454K 0.05% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 1,553 shares; 2025Q1: 1,535 shares; 2025Q2: 1,276 shares; 2025Q3: 1,282 shares; 2025Q4: 1,292 shares; 2026Q1: 1,300 shares 1,300 $449K 0.05% +8 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,573 shares; 2025Q2: 3,309 shares; 2025Q3: 4,343 shares; 2025Q4: 4,409 shares; 2026Q1: 4,448 shares 4,448 $448K 0.05% +39 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,949 shares; 2026Q1: 3,870 shares 3,870 $447K 0.05% -79 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: 7,041 shares; 2024Q4: 6,854 shares; 2025Q1: 6,854 shares; 2025Q2: 6,855 shares; 2025Q3: 6,731 shares; 2025Q4: 6,697 shares; 2026Q1: 6,697 shares 6,697 $445K 0.05% 0 Timeline DON 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: 8,673 shares; 2024Q4: 8,478 shares; 2025Q1: 8,478 shares; 2025Q2: 8,478 shares; 2025Q3: 8,478 shares; 2025Q4: 8,478 shares; 2026Q1: 8,464 shares 8,464 $445K 0.05% -14 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,329 shares; 2024Q4: 2,329 shares; 2025Q1: 2,203 shares; 2025Q2: 2,160 shares; 2025Q3: 2,160 shares; 2025Q4: 2,152 shares; 2026Q1: 2,152 shares 2,152 $439K 0.05% 0 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 491,248 shares; 2024Q4: 465,240 shares; 2025Q1: 145,792 shares; 2025Q2: 145,792 shares; 2025Q3: 145,792 shares; 2025Q4: 145,792 shares; 2026Q1: 145,792 shares 145,792 $437K 0.05% 0 Timeline PCG PG&E CORP More: the full row for PG&E 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: 24,454 shares; 2026Q1: 24,459 shares 24,459 $430K 0.05% +5 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: 2,790 shares; 2024Q4: 2,077 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 2,135 shares; 2025Q4: 2,572 shares; 2026Q1: 2,591 shares 2,591 $428K 0.05% +19 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,737 shares; 2024Q4: 23,187 shares; 2025Q1: 22,807 shares; 2025Q2: 22,052 shares; 2025Q3: 21,922 shares; 2025Q4: 20,222 shares; 2026Q1: 19,772 shares 19,772 $427K 0.05% -450 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: 5,807 shares; 2024Q4: 5,908 shares; 2025Q1: 5,875 shares; 2025Q2: 5,774 shares; 2025Q3: 5,879 shares; 2025Q4: 6,357 shares; 2026Q1: 6,116 shares 6,116 $427K 0.05% -241 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 818 shares; 2025Q1: 818 shares; 2025Q2: 818 shares; 2025Q3: 783 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783 $425K 0.05% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,210 shares; 2024Q4: 10,008 shares; 2025Q1: 9,944 shares; 2025Q2: 9,595 shares; 2025Q3: 9,194 shares; 2025Q4: 9,097 shares; 2026Q1: 9,174 shares 9,174 $420K 0.05% +77 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: 2,729 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,092 shares 4,092 $418K 0.04% new Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,469 shares 6,469 $417K 0.04% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,996 shares; 2024Q4: 6,976 shares; 2025Q1: 6,970 shares; 2025Q2: 6,914 shares; 2025Q3: 6,768 shares; 2025Q4: 6,884 shares; 2026Q1: 6,862 shares 6,862 $414K 0.04% -22 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,753 shares 25,753 $414K 0.04% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,884 shares; 2024Q4: 7,978 shares; 2025Q1: 8,371 shares; 2025Q2: 8,518 shares; 2025Q3: 8,603 shares; 2025Q4: 8,174 shares; 2026Q1: 8,173 shares 8,173 $414K 0.04% -1 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: 3,015 shares; 2024Q4: 2,999 shares; 2025Q1: 2,990 shares; 2025Q2: 2,735 shares; 2025Q3: 3,097 shares; 2025Q4: 1,930 shares; 2026Q1: 1,925 shares 1,925 $411K 0.04% -5 Timeline PSI 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: 4,365 shares; 2024Q4: 4,365 shares; 2025Q1: 4,365 shares; 2025Q2: 4,365 shares; 2025Q3: 4,365 shares; 2025Q4: 4,365 shares; 2026Q1: 4,315 shares 4,315 $407K 0.04% -50 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: 3,066 shares; 2024Q4: 2,954 shares; 2025Q1: 2,856 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,773 shares; 2026Q1: 2,774 shares 2,774 $403K 0.04% +1 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,876 shares; 2024Q4: 10,701 shares; 2025Q1: 10,612 shares; 2025Q2: 10,062 shares; 2025Q3: 10,062 shares; 2025Q4: 10,062 shares; 2026Q1: 9,972 shares 9,972 $402K 0.04% -90 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,155 shares; 2024Q4: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: 5,147 shares; 2025Q4: 5,010 shares; 2026Q1: 5,010 shares 5,010 $401K 0.04% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934 shares; 2024Q4: 2,934 shares; 2025Q1: 2,616 shares; 2025Q2: 2,510 shares; 2025Q3: 2,511 shares; 2025Q4: 2,494 shares; 2026Q1: 2,574 shares 2,574 $400K 0.04% +80 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,665 shares 13,665 $394K 0.04% new Timeline ADEA ADEIA INC More: the full row for ADEIA 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: 21,744 shares; 2025Q4: 19,250 shares; 2026Q1: 16,356 shares 16,356 $393K 0.04% -2,894 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,162 shares; 2025Q1: 1,162 shares; 2025Q2: 1,107 shares; 2025Q3: not reported; 2025Q4: 2,595 shares; 2026Q1: 2,556 shares 2,556 $391K 0.04% -39 Timeline EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,476 shares; 2024Q4: 5,392 shares; 2025Q1: 5,323 shares; 2025Q2: 5,323 shares; 2025Q3: 5,293 shares; 2025Q4: 5,213 shares; 2026Q1: 5,151 shares 5,151 $387K 0.04% -62 Timeline BTO HANCOCK JOHN FINL OPPTYS More: the full row for HANCOCK JOHN FINL OPPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,784 shares; 2024Q4: 10,784 shares; 2025Q1: 10,784 shares; 2025Q2: 10,784 shares; 2025Q3: 10,784 shares; 2025Q4: 10,784 shares; 2026Q1: 10,784 shares 10,784 $387K 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,741 shares; 2024Q4: 2,535 shares; 2025Q1: 3,643 shares; 2025Q2: 2,388 shares; 2025Q3: 2,404 shares; 2025Q4: 2,468 shares; 2026Q1: 2,590 shares 2,590 $384K 0.04% +122 Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,854 shares; 2024Q4: 4,833 shares; 2025Q1: 4,773 shares; 2025Q2: 4,625 shares; 2025Q3: 4,714 shares; 2025Q4: 3,890 shares; 2026Q1: 3,697 shares 3,697 $383K 0.04% -193 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,190 shares; 2025Q2: 5,191 shares; 2025Q3: 5,191 shares; 2025Q4: 5,132 shares; 2026Q1: 5,132 shares 5,132 $382K 0.04% 0 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: 8,134 shares; 2024Q4: 8,134 shares; 2025Q1: 8,134 shares; 2025Q2: 8,136 shares; 2025Q3: 8,567 shares; 2025Q4: 8,158 shares; 2026Q1: 8,267 shares 8,267 $380K 0.04% +109 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,781 shares; 2024Q4: 11,781 shares; 2025Q1: 11,691 shares; 2025Q2: 11,691 shares; 2025Q3: 11,691 shares; 2025Q4: 11,456 shares; 2026Q1: 11,456 shares 11,456 $379K 0.04% 0 Timeline XRT 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: 5,164 shares; 2024Q4: 5,164 shares; 2025Q1: 5,114 shares; 2025Q2: 5,102 shares; 2025Q3: 4,717 shares; 2025Q4: 4,690 shares; 2026Q1: 4,690 shares 4,690 $377K 0.04% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,461 shares; 2025Q1: 8,679 shares; 2025Q2: 8,679 shares; 2025Q3: 3,986 shares; 2025Q4: 3,926 shares; 2026Q1: 3,926 shares 3,926 $377K 0.04% 0 Timeline QQEW 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: 2,965 shares; 2024Q4: 2,965 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 2,965 shares; 2025Q4: 2,965 shares; 2026Q1: 2,965 shares 2,965 $376K 0.04% 0 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: 14,737 shares; 2024Q4: 13,884 shares; 2025Q1: 7,875 shares; 2025Q2: 4,566 shares; 2025Q3: 5,286 shares; 2025Q4: 5,064 shares; 2026Q1: 2,540 shares 2,540 $372K 0.04% -2,524 Timeline MLPA 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: 6,786 shares; 2025Q3: 6,786 shares; 2025Q4: 6,786 shares; 2026Q1: 6,786 shares 6,786 $366K 0.04% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,491 shares; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,491 shares; 2025Q3: 7,491 shares; 2025Q4: 7,491 shares; 2026Q1: 7,491 shares 7,491 $363K 0.04% 0 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 4,077 shares; 2025Q4: 3,553 shares; 2026Q1: 3,449 shares 3,449 $363K 0.04% -104 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON 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: 8,723 shares; 2026Q1: 8,523 shares 8,523 $360K 0.04% -200 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,040 shares; 2024Q4: 640 shares; 2025Q1: 832 shares; 2025Q2: 783 shares; 2025Q3: 784 shares; 2025Q4: 612 shares; 2026Q1: 582 shares 582 $359K 0.04% -30 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,929 shares; 2026Q1: 2,929 shares 2,929 $359K 0.04% 0 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: 3,501 shares; 2024Q4: 3,458 shares; 2025Q1: 3,398 shares; 2025Q2: 3,398 shares; 2025Q3: 3,429 shares; 2025Q4: 3,398 shares; 2026Q1: 3,389 shares 3,389 $358K 0.04% -9 Timeline BHF BRIGHTHOUSE FINL INC More: the full row for BRIGHTHOUSE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,978 shares; 2025Q1: 5,978 shares; 2025Q2: 5,978 shares; 2025Q3: 5,978 shares; 2025Q4: 5,978 shares; 2026Q1: 5,978 shares 5,978 $358K 0.04% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 3,858 shares; 2025Q1: 3,671 shares; 2025Q2: 3,672 shares; 2025Q3: 5,046 shares; 2025Q4: 4,809 shares; 2026Q1: 4,702 shares 4,702 $351K 0.04% -107 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,033 shares; 2024Q4: 4,008 shares; 2025Q1: 3,949 shares; 2025Q2: 3,907 shares; 2025Q3: 3,907 shares; 2025Q4: 3,866 shares; 2026Q1: 3,880 shares 3,880 $351K 0.04% +14 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,623 shares; 2024Q4: 2,623 shares; 2025Q1: 2,623 shares; 2025Q2: 2,490 shares; 2025Q3: 2,311 shares; 2025Q4: 2,299 shares; 2026Q1: 2,299 shares 2,299 $351K 0.04% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 4,944 shares; 2025Q3: 5,341 shares; 2025Q4: 8,010 shares; 2026Q1: 8,654 shares 8,654 $350K 0.04% +644 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,236 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,180 shares; 2026Q1: 8,219 shares 8,219 $349K 0.04% +39 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: 3,985 shares; 2024Q4: 3,984 shares; 2025Q1: 3,885 shares; 2025Q2: 3,853 shares; 2025Q3: 3,854 shares; 2025Q4: 3,845 shares; 2026Q1: 3,613 shares 3,613 $349K 0.04% -232 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 3,024 shares; 2025Q2: 3,034 shares; 2025Q3: 2,598 shares; 2025Q4: 2,212 shares; 2026Q1: 2,191 shares 2,191 $347K 0.04% -21 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,877 shares; 2024Q4: 11,022 shares; 2025Q1: 10,759 shares; 2025Q2: 10,258 shares; 2025Q3: 10,088 shares; 2025Q4: 9,516 shares; 2026Q1: 9,416 shares 9,416 $346K 0.04% -100 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,523 shares; 2025Q1: 2,523 shares; 2025Q2: 2,523 shares; 2025Q3: 2,523 shares; 2025Q4: 2,523 shares; 2026Q1: 2,523 shares 2,523 $346K 0.04% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,375 shares; 2025Q3: 2,365 shares; 2025Q4: 2,593 shares; 2026Q1: 2,768 shares 2,768 $340K 0.04% +175 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,894 shares; 2025Q4: 19,796 shares; 2026Q1: 23,811 shares 23,811 $339K 0.04% +4,015 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,568 shares; 2025Q4: 4,655 shares; 2026Q1: 4,032 shares 4,032 $338K 0.04% -623 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 1,136 shares; 2026Q1: 1,136 shares 1,136 $337K 0.04% 0 Timeline AROC ARCHROCK INC More: the full row for ARCHROCK 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: 12,566 shares; 2025Q4: 11,109 shares; 2026Q1: 9,654 shares 9,654 $336K 0.04% -1,455 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: 2,462 shares; 2024Q4: 2,383 shares; 2025Q1: 2,383 shares; 2025Q2: 2,338 shares; 2025Q3: 2,520 shares; 2025Q4: 2,441 shares; 2026Q1: 2,441 shares 2,441 $335K 0.04% 0 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: 2,080 shares; 2024Q4: 2,080 shares; 2025Q1: 2,055 shares; 2025Q2: 2,055 shares; 2025Q3: 1,779 shares; 2025Q4: 1,713 shares; 2026Q1: 1,584 shares 1,584 $333K 0.04% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,204 shares 2,204 $331K 0.04% new 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: not reported; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 313 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $331K 0.04% 0 Timeline FDL 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: 6,598 shares; 2024Q4: 6,507 shares; 2025Q1: 6,507 shares; 2025Q2: 6,507 shares; 2025Q3: 6,507 shares; 2025Q4: 6,507 shares; 2026Q1: 6,507 shares 6,507 $331K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,120 shares; 2024Q4: 6,021 shares; 2025Q1: 5,994 shares; 2025Q2: 5,953 shares; 2025Q3: 5,935 shares; 2025Q4: 5,818 shares; 2026Q1: 5,720 shares 5,720 $322K 0.03% -98 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,358 shares; 2024Q4: 17,358 shares; 2025Q1: 17,108 shares; 2025Q2: 16,619 shares; 2025Q3: 16,418 shares; 2025Q4: 17,071 shares; 2026Q1: 17,071 shares 17,071 $321K 0.03% 0 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,306 shares; 2024Q4: 15,300 shares; 2025Q1: 15,153 shares; 2025Q2: 15,054 shares; 2025Q3: 14,793 shares; 2025Q4: 14,633 shares; 2026Q1: 13,749 shares 13,749 $321K 0.03% -884 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,567 shares; 2026Q1: 5,052 shares 5,052 $316K 0.03% +485 Timeline XPGPX PIMCO GLOBAL STOCKPLUS INCOM More: the full row for PIMCO GLOBAL STOCKPLUS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 25,239 shares; 2025Q1: 26,788 shares; 2025Q2: 32,719 shares; 2025Q3: 41,460 shares; 2025Q4: 37,784 shares; 2026Q1: 37,850 shares 37,850 $315K 0.03% +66 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,625 shares 6,625 $314K 0.03% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,759 shares; 2026Q1: 8,517 shares 8,517 $314K 0.03% +758 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: 4,012 shares; 2024Q4: 4,012 shares; 2025Q1: 4,012 shares; 2025Q2: 4,012 shares; 2025Q3: 4,034 shares; 2025Q4: 4,036 shares; 2026Q1: 4,282 shares 4,282 $310K 0.03% +246 Timeline FXL 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: 2,000 shares; 2024Q4: 1,950 shares; 2025Q1: 1,950 shares; 2025Q2: 1,950 shares; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 1,950 shares 1,950 $310K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,341 shares; 2024Q4: 2,487 shares; 2025Q1: 2,015 shares; 2025Q2: 1,966 shares; 2025Q3: 1,470 shares; 2025Q4: 1,508 shares; 2026Q1: 1,519 shares 1,519 $309K 0.03% +11 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 1,025 shares; 2026Q1: 1,025 shares 1,025 $308K 0.03% 0 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: 2,229 shares; 2024Q4: 2,229 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,198 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $308K 0.03% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,796 shares; 2024Q4: 15,693 shares; 2025Q1: 14,523 shares; 2025Q2: 14,213 shares; 2025Q3: 13,814 shares; 2025Q4: 11,499 shares; 2026Q1: 11,164 shares 11,164 $307K 0.03% -335 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,634 shares; 2024Q4: 8,634 shares; 2025Q1: 8,634 shares; 2025Q2: 8,484 shares; 2025Q3: 8,196 shares; 2025Q4: 8,271 shares; 2026Q1: 8,252 shares 8,252 $305K 0.03% -19 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,195 shares; 2025Q1: 1,197 shares; 2025Q2: 1,147 shares; 2025Q3: 1,150 shares; 2025Q4: 1,244 shares; 2026Q1: 1,288 shares 1,288 $304K 0.03% +44 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,736 shares; 2024Q4: 15,962 shares; 2025Q1: 15,549 shares; 2025Q2: 15,558 shares; 2025Q3: 13,717 shares; 2025Q4: 12,436 shares; 2026Q1: 12,461 shares 12,461 $304K 0.03% +25 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,899 shares; 2025Q1: 3,009 shares; 2025Q2: 3,009 shares; 2025Q3: 3,009 shares; 2025Q4: 2,835 shares; 2026Q1: 2,835 shares 2,835 $303K 0.03% 0 Timeline AAMI ACADIAN ASSET MANAGEMENT INC More: the full row for ACADIAN ASSET MANAGEMENT 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: 8,577 shares; 2025Q3: 7,220 shares; 2025Q4: 6,170 shares; 2026Q1: 5,543 shares 5,543 $302K 0.03% -627 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,759 shares; 2026Q1: 20,759 shares 20,759 $302K 0.03% 0 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: 3,921 shares; 2024Q4: 3,175 shares; 2025Q1: 2,754 shares; 2025Q2: 2,599 shares; 2025Q3: 2,773 shares; 2025Q4: 2,478 shares; 2026Q1: 2,480 shares 2,480 $301K 0.03% +2 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: 3,032 shares; 2024Q4: 3,032 shares; 2025Q1: 3,032 shares; 2025Q2: 3,032 shares; 2025Q3: 3,008 shares; 2025Q4: 2,899 shares; 2026Q1: 2,956 shares 2,956 $297K 0.03% +57 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,867 shares; 2024Q4: 12,926 shares; 2025Q1: 13,101 shares; 2025Q2: 14,506 shares; 2025Q3: 14,672 shares; 2025Q4: 5,430 shares; 2026Q1: 5,909 shares 5,909 $296K 0.03% +479 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,451 shares; 2024Q4: 10,537 shares; 2025Q1: 10,537 shares; 2025Q2: 10,537 shares; 2025Q3: 11,318 shares; 2025Q4: 9,969 shares; 2026Q1: 9,969 shares 9,969 $295K 0.03% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,896 shares; 2024Q4: 1,896 shares; 2025Q1: 1,896 shares; 2025Q2: 1,896 shares; 2025Q3: 1,896 shares; 2025Q4: 1,896 shares; 2026Q1: 1,896 shares 1,896 $292K 0.03% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,778 shares; 2025Q3: 6,340 shares; 2025Q4: 5,763 shares; 2026Q1: 5,307 shares 5,307 $291K 0.03% -456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,409 shares; 2025Q3: 1,249 shares; 2025Q4: 1,371 shares; 2026Q1: 1,390 shares 1,390 $291K 0.03% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,185 shares; 2025Q4: 1,185 shares; 2026Q1: 1,322 shares 1,322 $289K 0.03% +137 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,381 shares; 2024Q4: 4,191 shares; 2025Q1: 4,108 shares; 2025Q2: 4,073 shares; 2025Q3: 3,500 shares; 2025Q4: 3,294 shares; 2026Q1: 3,294 shares 3,294 $289K 0.03% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,960 shares; 2025Q4: 4,750 shares; 2026Q1: 4,690 shares 4,690 $288K 0.03% -60 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: 2,708 shares; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 2,674 shares; 2025Q3: 1,389 shares; 2025Q4: 1,433 shares; 2026Q1: 1,447 shares 1,447 $287K 0.03% +14 Timeline MSGE MADISON SQUARE GARDEN ENTMT More: the full row for MADISON SQUARE GARDEN ENTMT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,947 shares; 2024Q4: 5,819 shares; 2025Q1: not reported; 2025Q2: 5,556 shares; 2025Q3: 4,984 shares; 2025Q4: 4,910 shares; 2026Q1: 4,866 shares 4,866 $287K 0.03% -44 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: 953 shares; 2025Q1: 953 shares; 2025Q2: 953 shares; 2025Q3: 953 shares; 2025Q4: 934 shares; 2026Q1: 911 shares 911 $286K 0.03% -23 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,266 shares; 2024Q4: 6,266 shares; 2025Q1: 6,218 shares; 2025Q2: 8,044 shares; 2025Q3: 7,795 shares; 2025Q4: 5,172 shares; 2026Q1: 5,119 shares 5,119 $286K 0.03% -53 Timeline IGF 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: 4,574 shares; 2024Q4: 4,566 shares; 2025Q1: 4,555 shares; 2025Q2: 4,530 shares; 2025Q3: 4,434 shares; 2025Q4: 4,266 shares; 2026Q1: 4,263 shares 4,263 $286K 0.03% -3 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL 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: 5,295 shares; 2026Q1: 5,295 shares 5,295 $286K 0.03% 0 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,401 shares; 2024Q4: 14,404 shares; 2025Q1: 13,584 shares; 2025Q2: 13,589 shares; 2025Q3: 12,845 shares; 2025Q4: 12,716 shares; 2026Q1: 12,723 shares 12,723 $284K 0.03% +7 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: 3,184 shares; 2024Q4: 3,447 shares; 2025Q1: 3,423 shares; 2025Q2: 3,773 shares; 2025Q3: 3,838 shares; 2025Q4: 2,856 shares; 2026Q1: 2,901 shares 2,901 $282K 0.03% +45 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 83 shares; 2026Q1: 83 shares 83 $280K 0.03% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,176 shares; 2024Q4: 2,147 shares; 2025Q1: 2,255 shares; 2025Q2: 2,246 shares; 2025Q3: 2,328 shares; 2025Q4: 1,380 shares; 2026Q1: 1,282 shares 1,282 $278K 0.03% -98 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,529 shares; 2025Q1: 2,529 shares; 2025Q2: 2,702 shares; 2025Q3: 2,542 shares; 2025Q4: 2,377 shares; 2026Q1: 2,202 shares 2,202 $277K 0.03% -175 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: 7,733 shares; 2024Q4: 7,629 shares; 2025Q1: 7,698 shares; 2025Q2: 8,517 shares; 2025Q3: 8,579 shares; 2025Q4: 3,506 shares; 2026Q1: 3,487 shares 3,487 $276K 0.03% -19 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,456 shares; 2024Q4: 4,457 shares; 2025Q1: 5,568 shares; 2025Q2: 5,529 shares; 2025Q3: 5,490 shares; 2025Q4: 5,399 shares; 2026Q1: 5,200 shares 5,200 $274K 0.03% -199 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,775 shares; 2024Q4: 14,775 shares; 2025Q1: 14,775 shares; 2025Q2: 25,811 shares; 2025Q3: 25,811 shares; 2025Q4: 26,455 shares; 2026Q1: 26,455 shares 26,455 $271K 0.03% 0 Timeline HYGV 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: 10,977 shares; 2024Q4: 11,047 shares; 2025Q1: 10,199 shares; 2025Q2: 11,123 shares; 2025Q3: 11,125 shares; 2025Q4: 6,131 shares; 2026Q1: 6,757 shares 6,757 $271K 0.03% +626 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $271K 0.03% 0 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: 564 shares; 2024Q4: 564 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 605 shares; 2026Q1: 605 shares 605 $269K 0.03% 0 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,237 shares; 2025Q1: 1,237 shares; 2025Q2: 1,237 shares; 2025Q3: 1,012 shares; 2025Q4: 1,004 shares; 2026Q1: 1,004 shares 1,004 $268K 0.03% 0 Timeline SSO 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: 2,975 shares; 2024Q4: 2,865 shares; 2025Q1: 2,865 shares; 2025Q2: 2,814 shares; 2025Q3: 2,814 shares; 2025Q4: 5,148 shares; 2026Q1: 5,148 shares 5,148 $267K 0.03% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 1,062 shares; 2025Q3: 1,042 shares; 2025Q4: 1,021 shares; 2026Q1: 1,025 shares 1,025 $267K 0.03% +4 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,376 shares; 2025Q1: 1,371 shares; 2025Q2: 1,371 shares; 2025Q3: 1,371 shares; 2025Q4: 1,356 shares; 2026Q1: 1,350 shares 1,350 $266K 0.03% -6 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,705 shares; 2024Q4: 3,705 shares; 2025Q1: 3,705 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares; 2026Q1: 2,282 shares 2,282 $264K 0.03% -40 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,559 shares 1,559 $263K 0.03% new 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: 430 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 411 shares; 2025Q3: 410 shares; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $263K 0.03% 0 Timeline KBE 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: 4,417 shares; 2024Q4: 4,606 shares; 2025Q1: 4,686 shares; 2025Q2: 4,380 shares; 2025Q3: 4,380 shares; 2025Q4: 4,380 shares; 2026Q1: 4,380 shares 4,380 $261K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,805 shares; 2025Q2: 2,110 shares; 2025Q3: 2,024 shares; 2025Q4: 1,816 shares; 2026Q1: 1,757 shares 1,757 $255K 0.03% -59 Timeline PGF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,300 shares; 2024Q4: 19,300 shares; 2025Q1: 19,200 shares; 2025Q2: 18,847 shares; 2025Q3: 18,547 shares; 2025Q4: 18,547 shares; 2026Q1: 18,547 shares 18,547 $255K 0.03% 0 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: 2,652 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,701 shares; 2025Q3: 1,572 shares; 2025Q4: 1,469 shares; 2026Q1: 1,474 shares 1,474 $254K 0.03% +5 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,666 shares; 2024Q4: 19,666 shares; 2025Q1: 17,016 shares; 2025Q2: 16,602 shares; 2025Q3: 15,597 shares; 2025Q4: 15,147 shares; 2026Q1: 14,834 shares 14,834 $254K 0.03% -313 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: 2,557 shares; 2024Q4: not reported; 2025Q1: 2,394 shares; 2025Q2: 2,372 shares; 2025Q3: 2,166 shares; 2025Q4: 2,134 shares; 2026Q1: 2,137 shares 2,137 $254K 0.03% +3 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397 shares 397 $252K 0.03% new Timeline QXO QXO INC More: the full row for QXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,853 shares; 2025Q4: 12,968 shares; 2026Q1: 12,968 shares 12,968 $252K 0.03% 0 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,287 shares; 2024Q4: 14,087 shares; 2025Q1: 14,087 shares; 2025Q2: 12,012 shares; 2025Q3: 11,872 shares; 2025Q4: 11,872 shares; 2026Q1: 11,969 shares 11,969 $252K 0.03% +97 Timeline SUSL 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: 2,200 shares; 2024Q4: 2,200 shares; 2025Q1: 2,200 shares; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $250K 0.03% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,982 shares; 2025Q3: 3,362 shares; 2025Q4: 3,275 shares; 2026Q1: 3,185 shares 3,185 $250K 0.03% -90 Timeline EES 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: 4,290 shares; 2024Q4: 4,290 shares; 2025Q1: 4,290 shares; 2025Q2: 4,290 shares; 2025Q3: 4,290 shares; 2025Q4: 4,290 shares; 2026Q1: 4,290 shares 4,290 $249K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,270 shares 5,270 $248K 0.03% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,729 shares; 2026Q1: 8,703 shares 8,703 $247K 0.03% +974 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,641 shares; 2026Q1: 2,641 shares 2,641 $245K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,603 shares; 2024Q4: 3,603 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares; 2025Q3: 3,764 shares; 2025Q4: 3,431 shares; 2026Q1: 3,419 shares 3,419 $244K 0.03% -12 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,571 shares; 2025Q4: 3,820 shares; 2026Q1: 4,193 shares 4,193 $243K 0.03% +373 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 918 shares; 2025Q1: 919 shares; 2025Q2: 922 shares; 2025Q3: 1,007 shares; 2025Q4: 962 shares; 2026Q1: 962 shares 962 $241K 0.03% 0 Timeline SUSB 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: 8,675 shares; 2024Q4: 10,849 shares; 2025Q1: 12,508 shares; 2025Q2: 15,576 shares; 2025Q3: 18,273 shares; 2025Q4: 14,871 shares; 2026Q1: 9,588 shares 9,588 $240K 0.03% -5,283 Timeline SPYX 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: 130,649 shares; 2024Q4: 138,175 shares; 2025Q1: 134,556 shares; 2025Q2: 131,654 shares; 2025Q3: 131,208 shares; 2025Q4: 4,530 shares; 2026Q1: 4,530 shares 4,530 $240K 0.03% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,092 shares; 2025Q1: 1,092 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 904 shares; 2026Q1: 901 shares 901 $240K 0.03% -3 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,578 shares; 2024Q4: 36,179 shares; 2025Q1: 36,179 shares; 2025Q2: 36,179 shares; 2025Q3: 36,179 shares; 2025Q4: 36,179 shares; 2026Q1: 36,179 shares 36,179 $239K 0.03% 0 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: 2,690 shares; 2025Q4: 2,577 shares; 2026Q1: 2,416 shares 2,416 $238K 0.03% -161 Timeline MGEE MGE ENERGY INC More: the full row for MGE 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: 3,501 shares; 2025Q4: 3,162 shares; 2026Q1: 3,048 shares 3,048 $236K 0.03% -114 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,332 shares; 2024Q4: 3,262 shares; 2025Q1: 6,097 shares; 2025Q2: 6,097 shares; 2025Q3: 6,916 shares; 2025Q4: 5,080 shares; 2026Q1: 5,014 shares 5,014 $235K 0.03% -66 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,591 shares; 2025Q1: 2,035 shares; 2025Q2: 2,177 shares; 2025Q3: 1,604 shares; 2025Q4: 1,114 shares; 2026Q1: 1,083 shares 1,083 $234K 0.03% -31 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 777 shares; 2025Q4: 830 shares; 2026Q1: 812 shares 812 $233K 0.03% -18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,406 shares 3,406 $232K 0.02% new Timeline ESGU 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: 47,465 shares; 2024Q4: 50,689 shares; 2025Q1: 50,322 shares; 2025Q2: 49,640 shares; 2025Q3: 49,069 shares; 2025Q4: 1,435 shares; 2026Q1: 1,641 shares 1,641 $232K 0.02% +206 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,006 shares; 2024Q4: 2,006 shares; 2025Q1: 2,006 shares; 2025Q2: 1,630 shares; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530 $232K 0.02% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 4,084 shares; 2025Q1: 3,969 shares; 2025Q2: 3,956 shares; 2025Q3: 3,356 shares; 2025Q4: 2,576 shares; 2026Q1: 2,576 shares 2,576 $230K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,027 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 408 shares; 2025Q3: 408 shares; 2025Q4: 409 shares; 2026Q1: 409 shares 409 $230K 0.02% 0 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: 8,247 shares; 2024Q4: 8,138 shares; 2025Q1: 8,195 shares; 2025Q2: 8,227 shares; 2025Q3: 8,084 shares; 2025Q4: not reported; 2026Q1: 6,045 shares 6,045 $229K 0.02% new 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: 3,571 shares; 2024Q4: 3,484 shares; 2025Q1: 3,416 shares; 2025Q2: 3,348 shares; 2025Q3: 3,304 shares; 2025Q4: 3,051 shares; 2026Q1: 2,813 shares 2,813 $229K 0.02% -238 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,405 shares; 2025Q3: 5,405 shares; 2025Q4: 5,405 shares; 2026Q1: 5,405 shares 5,405 $228K 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 674 shares 674 $228K 0.02% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,380 shares; 2024Q4: 5,010 shares; 2025Q1: 4,781 shares; 2025Q2: 4,573 shares; 2025Q3: 9,146 shares; 2025Q4: 9,146 shares; 2026Q1: 9,146 shares 9,146 $228K 0.02% 0 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,700 shares; 2024Q4: 20,700 shares; 2025Q1: 20,700 shares; 2025Q2: 19,948 shares; 2025Q3: 19,948 shares; 2025Q4: 19,948 shares; 2026Q1: 19,948 shares 19,948 $226K 0.02% 0 Timeline AGGY 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: 11,607 shares; 2024Q4: 13,033 shares; 2025Q1: 13,202 shares; 2025Q2: 13,351 shares; 2025Q3: 13,437 shares; 2025Q4: 5,617 shares; 2026Q1: 5,190 shares 5,190 $226K 0.02% -427 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: 10,434 shares; 2024Q4: 9,827 shares; 2025Q1: 9,152 shares; 2025Q2: 8,847 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,409 shares 5,409 $225K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 557 shares 557 $225K 0.02% new Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS 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: 5,807 shares; 2025Q4: 5,251 shares; 2026Q1: 5,251 shares 5,251 $224K 0.02% 0 Timeline GRNI 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: 11,730 shares 11,730 $223K 0.02% new Timeline