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: 174,564 shares; 2024Q4: 171,999 shares; 2025Q1: 177,815 shares; 2025Q2: 163,252 shares; 2025Q3: 165,971 shares; 2025Q4: 174,916 shares; 2026Q1: 141,684 shares 141,684 $92.5M 4.86% -33,232 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: 139,541 shares; 2024Q4: 156,474 shares; 2025Q1: 163,619 shares; 2025Q2: 122,055 shares; 2025Q3: 119,406 shares; 2025Q4: 117,771 shares; 2026Q1: 89,222 shares 89,222 $58M 3.05% -28,549 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,509 shares; 2024Q4: 415,634 shares; 2025Q1: 406,279 shares; 2025Q2: 440,468 shares; 2025Q3: 250,961 shares; 2025Q4: 299,727 shares; 2026Q1: 569,175 shares 569,175 $52.2M 2.74% +269,448 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: 258,160 shares; 2024Q4: 274,104 shares; 2025Q1: 245,584 shares; 2025Q2: 245,955 shares; 2025Q3: 257,853 shares; 2025Q4: 234,067 shares; 2026Q1: 198,303 shares 198,303 $50.3M 2.64% -35,764 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350,559 shares; 2024Q4: 337,087 shares; 2025Q1: 299,655 shares; 2025Q2: 318,744 shares; 2025Q3: 289,112 shares; 2025Q4: 276,559 shares; 2026Q1: 212,423 shares 212,423 $37M 1.94% -64,136 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,387 shares; 2025Q4: 380,959 shares; 2026Q1: 456,042 shares 456,042 $31.2M 1.64% +75,083 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: 58,256 shares; 2024Q4: 59,016 shares; 2025Q1: 44,777 shares; 2025Q2: 46,879 shares; 2025Q3: 46,251 shares; 2025Q4: 45,662 shares; 2026Q1: 42,672 shares 42,672 $30.2M 1.59% -2,990 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: 69,716 shares; 2024Q4: 64,561 shares; 2025Q1: 61,329 shares; 2025Q2: 53,039 shares; 2025Q3: 51,971 shares; 2025Q4: 56,834 shares; 2026Q1: 47,919 shares 47,919 $27.7M 1.45% -8,915 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: 39,350 shares; 2024Q4: 41,354 shares; 2025Q1: 44,127 shares; 2025Q2: 54,708 shares; 2025Q3: 50,201 shares; 2025Q4: 51,649 shares; 2026Q1: 44,224 shares 44,224 $26.4M 1.39% -7,425 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: 99,212 shares; 2024Q4: 98,223 shares; 2025Q1: 82,174 shares; 2025Q2: 80,070 shares; 2025Q3: 85,313 shares; 2025Q4: 83,014 shares; 2026Q1: 68,941 shares 68,941 $25.5M 1.34% -14,073 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: 133,079 shares; 2024Q4: 134,077 shares; 2025Q1: 117,447 shares; 2025Q2: 112,861 shares; 2025Q3: 113,104 shares; 2025Q4: 120,188 shares; 2026Q1: 86,548 shares 86,548 $24.9M 1.31% -33,640 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: 175,975 shares; 2024Q4: 182,397 shares; 2025Q1: 140,454 shares; 2025Q2: 144,518 shares; 2025Q3: 146,563 shares; 2025Q4: 144,651 shares; 2026Q1: 111,377 shares 111,377 $23.2M 1.22% -33,274 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: 223,162 shares; 2024Q4: 222,839 shares; 2025Q1: 203,254 shares; 2025Q2: 220,210 shares; 2025Q3: 216,332 shares; 2025Q4: 219,776 shares; 2026Q1: 193,739 shares 193,739 $22.3M 1.17% -26,037 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: 334,215 shares; 2024Q4: 1,074,033 shares; 2025Q1: 707,556 shares; 2025Q2: 723,110 shares; 2025Q3: 701,610 shares; 2025Q4: 801,521 shares; 2026Q1: 644,310 shares 644,310 $19.8M 1.04% -157,211 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: 245,852 shares; 2024Q4: 237,352 shares; 2025Q1: 238,597 shares; 2025Q2: 241,194 shares; 2025Q3: 240,361 shares; 2025Q4: 243,703 shares; 2026Q1: 200,468 shares 200,468 $18.1M 0.95% -43,235 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: 93,228 shares; 2024Q4: 103,419 shares; 2025Q1: 61,265 shares; 2025Q2: 95,587 shares; 2025Q3: 102,677 shares; 2025Q4: 66,121 shares; 2026Q1: 54,406 shares 54,406 $16.8M 0.88% -11,715 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: 51,138 shares; 2024Q4: 53,052 shares; 2025Q1: 53,161 shares; 2025Q2: 45,658 shares; 2025Q3: 45,428 shares; 2025Q4: 44,891 shares; 2026Q1: 66,954 shares 66,954 $16.6M 0.87% +22,063 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: 80,111 shares; 2024Q4: 78,531 shares; 2025Q1: 64,788 shares; 2025Q2: 62,274 shares; 2025Q3: 65,027 shares; 2025Q4: 55,931 shares; 2026Q1: 51,445 shares 51,445 $15.1M 0.79% -4,486 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: 385,302 shares; 2024Q4: 392,407 shares; 2025Q1: 370,613 shares; 2025Q2: 374,658 shares; 2025Q3: 369,579 shares; 2025Q4: 366,525 shares; 2026Q1: 371,740 shares 371,740 $14.4M 0.76% +5,215 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: 45,541 shares; 2024Q4: 80,508 shares; 2025Q1: 61,058 shares; 2025Q2: 62,529 shares; 2025Q3: 95,215 shares; 2025Q4: 88,955 shares; 2026Q1: 87,716 shares 87,716 $14.1M 0.74% -1,239 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: 87,782 shares; 2024Q4: 95,176 shares; 2025Q1: 104,519 shares; 2025Q2: 104,010 shares; 2025Q3: 103,912 shares; 2025Q4: 103,146 shares; 2026Q1: 62,832 shares 62,832 $13.5M 0.71% -40,314 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 564,617 shares; 2024Q4: 526,668 shares; 2025Q1: 254,721 shares; 2025Q2: 221,335 shares; 2025Q3: 225,410 shares; 2025Q4: 206,056 shares; 2026Q1: 183,295 shares 183,295 $12.4M 0.65% -22,761 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: 137,707 shares; 2024Q4: 134,149 shares; 2025Q1: 99,860 shares; 2025Q2: 120,233 shares; 2025Q3: 119,370 shares; 2025Q4: 104,846 shares; 2026Q1: 82,719 shares 82,719 $12.3M 0.64% -22,127 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: 67,820 shares; 2024Q4: 80,273 shares; 2025Q1: 70,841 shares; 2025Q2: 74,490 shares; 2025Q3: 90,268 shares; 2025Q4: 174,413 shares; 2026Q1: 91,108 shares 91,108 $12.1M 0.64% -83,305 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: 35,991 shares; 2024Q4: 31,638 shares; 2025Q1: 23,778 shares; 2025Q2: 23,869 shares; 2025Q3: 31,289 shares; 2025Q4: 31,622 shares; 2026Q1: 30,590 shares 30,590 $11.9M 0.63% -1,032 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,869 shares; 2024Q4: 108,666 shares; 2025Q1: 130,175 shares; 2025Q2: 135,969 shares; 2025Q3: 163,510 shares; 2025Q4: 172,613 shares; 2026Q1: 112,322 shares 112,322 $11.9M 0.63% -60,291 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: 16,653 shares; 2024Q4: 15,229 shares; 2025Q1: 15,157 shares; 2025Q2: 15,320 shares; 2025Q3: 18,201 shares; 2025Q4: 15,893 shares; 2026Q1: 16,162 shares 16,162 $11.8M 0.62% +269 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: 49,037 shares; 2024Q4: 47,762 shares; 2025Q1: 47,304 shares; 2025Q2: 48,462 shares; 2025Q3: 48,543 shares; 2025Q4: 53,389 shares; 2026Q1: 36,574 shares 36,574 $11.7M 0.62% -16,815 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: 16,085 shares; 2024Q4: 16,418 shares; 2025Q1: 15,615 shares; 2025Q2: 16,198 shares; 2025Q3: 16,382 shares; 2025Q4: 16,067 shares; 2026Q1: 11,623 shares 11,623 $11.6M 0.61% -4,444 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: 47,344 shares; 2024Q4: 49,306 shares; 2025Q1: 48,804 shares; 2025Q2: 49,594 shares; 2025Q3: 49,633 shares; 2025Q4: 38,613 shares; 2026Q1: 30,633 shares 30,633 $11.4M 0.6% -7,980 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: 34,052 shares; 2024Q4: 35,443 shares; 2025Q1: 33,219 shares; 2025Q2: 36,324 shares; 2025Q3: 43,055 shares; 2025Q4: 43,981 shares; 2026Q1: 26,416 shares 26,416 $11.4M 0.6% -17,565 Timeline SDS PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,632 shares; 2026Q1: 150,056 shares 150,056 $11.3M 0.59% +139,424 Timeline AVO MISSION PRODUCE INC More: the full row for MISSION PRODUCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901,000 shares; 2024Q4: 841,000 shares; 2025Q1: 841,000 shares; 2025Q2: 841,040 shares; 2025Q3: 841,040 shares; 2025Q4: 816,040 shares; 2026Q1: 813,040 shares 813,040 $11.2M 0.59% -3,000 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: 183,963 shares; 2024Q4: 188,318 shares; 2025Q1: 192,475 shares; 2025Q2: 157,868 shares; 2025Q3: 162,792 shares; 2025Q4: 164,078 shares; 2026Q1: 172,664 shares 172,664 $11.1M 0.58% +8,586 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: 64,780 shares; 2024Q4: 62,279 shares; 2025Q1: 61,381 shares; 2025Q2: 46,179 shares; 2025Q3: 48,285 shares; 2025Q4: 41,531 shares; 2026Q1: 51,642 shares 51,642 $10.7M 0.56% +10,111 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,191 shares; 2024Q4: 137,847 shares; 2025Q1: 134,817 shares; 2025Q2: 139,675 shares; 2025Q3: 156,832 shares; 2025Q4: 231,271 shares; 2026Q1: 226,160 shares 226,160 $10.5M 0.55% -5,111 Timeline VV 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: 2,754 shares; 2024Q4: 2,755 shares; 2025Q1: 2,260 shares; 2025Q2: 41,733 shares; 2025Q3: 39,812 shares; 2025Q4: 34,487 shares; 2026Q1: 34,611 shares 34,611 $10.3M 0.54% +124 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: 42,394 shares; 2024Q4: 42,602 shares; 2025Q1: 53,458 shares; 2025Q2: 36,831 shares; 2025Q3: 36,415 shares; 2025Q4: 36,452 shares; 2026Q1: 47,509 shares 47,509 $10.3M 0.54% +11,057 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: 11,582 shares; 2024Q4: 11,516 shares; 2025Q1: 10,977 shares; 2025Q2: 11,760 shares; 2025Q3: 13,556 shares; 2025Q4: 13,657 shares; 2026Q1: 10,917 shares 10,917 $10M 0.53% -2,740 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,000 shares; 2024Q4: 65,719 shares; 2025Q1: 93,653 shares; 2025Q2: 65,354 shares; 2025Q3: 107,526 shares; 2025Q4: 102,449 shares; 2026Q1: 99,329 shares 99,329 $9.86M 0.52% -3,120 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: 25,675 shares; 2024Q4: 25,281 shares; 2025Q1: 22,531 shares; 2025Q2: 24,865 shares; 2025Q3: 26,605 shares; 2025Q4: 23,730 shares; 2026Q1: 19,350 shares 19,350 $9.27M 0.49% -4,380 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: 229,280 shares; 2024Q4: 210,821 shares; 2025Q1: 202,370 shares; 2025Q2: 198,651 shares; 2025Q3: 189,471 shares; 2025Q4: 182,604 shares; 2026Q1: 167,152 shares 167,152 $9.03M 0.47% -15,452 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,578 shares; 2024Q4: 94,692 shares; 2025Q1: 33,946 shares; 2025Q2: 32,804 shares; 2025Q3: 67,958 shares; 2025Q4: 58,838 shares; 2026Q1: 84,847 shares 84,847 $8.99M 0.47% +26,009 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,693 shares; 2024Q4: 64,682 shares; 2025Q1: 85,152 shares; 2025Q2: 109,706 shares; 2025Q3: 108,218 shares; 2025Q4: 127,405 shares; 2026Q1: 149,544 shares 149,544 $8.94M 0.47% +22,139 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: 66,021 shares; 2024Q4: 53,641 shares; 2025Q1: 36,857 shares; 2025Q2: 64,360 shares; 2025Q3: 91,642 shares; 2025Q4: 85,547 shares; 2026Q1: 46,399 shares 46,399 $8.9M 0.47% -39,148 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: 53,919 shares; 2024Q4: 100,035 shares; 2025Q1: 136,873 shares; 2025Q2: 125,747 shares; 2025Q3: 132,095 shares; 2025Q4: 143,977 shares; 2026Q1: 148,484 shares 148,484 $8.69M 0.46% +4,507 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,844 shares; 2025Q1: 12,627 shares; 2025Q2: 17,434 shares; 2025Q3: 23,505 shares; 2025Q4: 24,986 shares; 2026Q1: 40,873 shares 40,873 $8.63M 0.45% +15,887 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: 30,710 shares; 2024Q4: 38,302 shares; 2025Q1: 113,420 shares; 2025Q2: 71,395 shares; 2025Q3: 78,897 shares; 2025Q4: 68,884 shares; 2026Q1: 75,710 shares 75,710 $8.56M 0.45% +6,826 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,808 shares; 2024Q4: 101,512 shares; 2025Q1: 101,165 shares; 2025Q2: 97,879 shares; 2025Q3: 103,950 shares; 2025Q4: 104,510 shares; 2026Q1: 102,767 shares 102,767 $8.5M 0.45% -1,743 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,170 shares; 2024Q4: 62,505 shares; 2025Q1: 63,774 shares; 2025Q2: 66,399 shares; 2025Q3: 70,188 shares; 2025Q4: 74,162 shares; 2026Q1: 90,138 shares 90,138 $8.35M 0.44% +15,976 Timeline SCHV 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: 160,731 shares; 2024Q4: 477,005 shares; 2025Q1: 481,342 shares; 2025Q2: 387,017 shares; 2025Q3: 376,540 shares; 2025Q4: 362,965 shares; 2026Q1: 272,081 shares 272,081 $8.3M 0.44% -90,884 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR 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: 197,961 shares; 2025Q4: 235,541 shares; 2026Q1: 250,758 shares 250,758 $8.26M 0.43% +15,217 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: 79,486 shares; 2024Q4: 79,687 shares; 2025Q1: 73,697 shares; 2025Q2: 81,180 shares; 2025Q3: 99,298 shares; 2025Q4: 98,106 shares; 2026Q1: 100,445 shares 100,445 $8.21M 0.43% +2,339 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: 95,963 shares; 2024Q4: 402,441 shares; 2025Q1: 396,448 shares; 2025Q2: 405,091 shares; 2025Q3: 392,764 shares; 2025Q4: 366,625 shares; 2026Q1: 265,280 shares 265,280 $7.73M 0.41% -101,345 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: 26,581 shares; 2024Q4: 26,250 shares; 2025Q1: 26,642 shares; 2025Q2: 28,028 shares; 2025Q3: 28,554 shares; 2025Q4: 28,587 shares; 2026Q1: 26,585 shares 26,585 $7.63M 0.4% -2,002 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: 95,595 shares; 2024Q4: 74,603 shares; 2025Q1: 76,897 shares; 2025Q2: 117,149 shares; 2025Q3: 124,128 shares; 2025Q4: 128,845 shares; 2026Q1: 96,124 shares 96,124 $7.62M 0.4% -32,721 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: 52,832 shares; 2024Q4: 67,648 shares; 2025Q1: 72,799 shares; 2025Q2: 68,537 shares; 2025Q3: 70,515 shares; 2025Q4: 90,662 shares; 2026Q1: 51,594 shares 51,594 $7.56M 0.4% -39,068 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: 32,797 shares; 2024Q4: 27,231 shares; 2025Q1: 31,976 shares; 2025Q2: 32,930 shares; 2025Q3: 31,720 shares; 2025Q4: 30,542 shares; 2026Q1: 30,779 shares 30,779 $7.52M 0.39% +237 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: 58,421 shares; 2024Q4: 60,597 shares; 2025Q1: 57,972 shares; 2025Q2: 45,723 shares; 2025Q3: 42,628 shares; 2025Q4: 42,319 shares; 2026Q1: 51,841 shares 51,841 $7.49M 0.39% +9,522 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: 23,555 shares; 2024Q4: 23,121 shares; 2025Q1: 19,081 shares; 2025Q2: 20,545 shares; 2025Q3: 20,565 shares; 2025Q4: 20,818 shares; 2026Q1: 13,038 shares 13,038 $7.46M 0.39% -7,780 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: 82,472 shares; 2024Q4: 51,889 shares; 2025Q1: 50,245 shares; 2025Q2: 53,304 shares; 2025Q3: 51,935 shares; 2025Q4: 44,241 shares; 2026Q1: 43,607 shares 43,607 $7.4M 0.39% -634 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: 3,708 shares; 2024Q4: 7,558 shares; 2025Q1: 20,924 shares; 2025Q2: 50,969 shares; 2025Q3: 42,180 shares; 2025Q4: 56,833 shares; 2026Q1: 71,258 shares 71,258 $7.17M 0.38% +14,425 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,834 shares; 2024Q4: 214,115 shares; 2025Q1: 207,718 shares; 2025Q2: 211,074 shares; 2025Q3: 207,141 shares; 2025Q4: 206,588 shares; 2026Q1: 209,688 shares 209,688 $7.12M 0.37% +3,100 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,195 shares; 2024Q4: 135,536 shares; 2025Q1: 65,069 shares; 2025Q2: 114,254 shares; 2025Q3: 181,477 shares; 2025Q4: 159,029 shares; 2026Q1: 141,522 shares 141,522 $7.06M 0.37% -17,507 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: 50,192 shares; 2024Q4: 49,022 shares; 2025Q1: 40,214 shares; 2025Q2: 35,235 shares; 2025Q3: 35,244 shares; 2025Q4: 59,766 shares; 2026Q1: 58,444 shares 58,444 $7.03M 0.37% -1,322 Timeline SPAB 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: 315,161 shares; 2024Q4: 301,789 shares; 2025Q1: 290,313 shares; 2025Q2: 272,936 shares; 2025Q3: 273,600 shares; 2025Q4: 273,383 shares; 2026Q1: 271,425 shares 271,425 $6.95M 0.36% -1,958 Timeline VGIT 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: 91,046 shares; 2024Q4: 104,708 shares; 2025Q1: 104,838 shares; 2025Q2: 99,967 shares; 2025Q3: 107,340 shares; 2025Q4: 111,245 shares; 2026Q1: 115,115 shares 115,115 $6.86M 0.36% +3,870 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: 64,432 shares; 2024Q4: 59,697 shares; 2025Q1: 62,062 shares; 2025Q2: 102,164 shares; 2025Q3: 101,642 shares; 2025Q4: 93,934 shares; 2026Q1: 87,031 shares 87,031 $6.75M 0.35% -6,903 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: 24,973 shares; 2024Q4: 12,289 shares; 2025Q1: 12,262 shares; 2025Q2: 11,955 shares; 2025Q3: 12,622 shares; 2025Q4: 12,585 shares; 2026Q1: 18,941 shares 18,941 $6.66M 0.35% +6,356 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: 28,607 shares; 2024Q4: 28,550 shares; 2025Q1: 25,267 shares; 2025Q2: 24,728 shares; 2025Q3: 24,265 shares; 2025Q4: 25,669 shares; 2026Q1: 21,923 shares 21,923 $6.63M 0.35% -3,746 Timeline USHY 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: 56,230 shares; 2024Q4: 64,286 shares; 2025Q1: 65,590 shares; 2025Q2: 65,751 shares; 2025Q3: 70,825 shares; 2025Q4: 144,907 shares; 2026Q1: 179,847 shares 179,847 $6.63M 0.35% +34,940 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,022 shares; 2024Q4: 82,746 shares; 2025Q1: 83,870 shares; 2025Q2: 84,990 shares; 2025Q3: 85,009 shares; 2025Q4: 85,094 shares; 2026Q1: 86,854 shares 86,854 $6.52M 0.34% +1,760 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: 66,880 shares; 2024Q4: 66,331 shares; 2025Q1: 64,245 shares; 2025Q2: 69,477 shares; 2025Q3: 78,846 shares; 2025Q4: 61,995 shares; 2026Q1: 52,104 shares 52,104 $6.48M 0.34% -9,891 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 264,076 shares 264,076 $6.32M 0.33% new 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: 19,358 shares; 2024Q4: 21,232 shares; 2025Q1: 12,050 shares; 2025Q2: 25,572 shares; 2025Q3: 11,856 shares; 2025Q4: 22,907 shares; 2026Q1: 18,501 shares 18,501 $6.25M 0.33% -4,406 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,023 shares; 2024Q4: 42,305 shares; 2025Q1: 42,729 shares; 2025Q2: 70,442 shares; 2025Q3: 68,403 shares; 2025Q4: 65,704 shares; 2026Q1: 63,482 shares 63,482 $6.17M 0.32% -2,222 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,892 shares; 2024Q4: 71,224 shares; 2025Q1: 170,164 shares; 2025Q2: 182,285 shares; 2025Q3: 155,402 shares; 2025Q4: 147,637 shares; 2026Q1: 358,249 shares 358,249 $6.12M 0.32% +210,612 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: 15,960 shares; 2024Q4: 15,440 shares; 2025Q1: 14,978 shares; 2025Q2: 15,411 shares; 2025Q3: 15,518 shares; 2025Q4: 13,144 shares; 2026Q1: 11,767 shares 11,767 $5.88M 0.31% -1,377 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 181,308 shares 181,308 $5.83M 0.31% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,965 shares; 2024Q4: 27,396 shares; 2025Q1: 26,897 shares; 2025Q2: 26,440 shares; 2025Q3: 25,375 shares; 2025Q4: 24,177 shares; 2026Q1: 20,143 shares 20,143 $5.78M 0.3% -4,034 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: 15,305 shares; 2024Q4: 14,574 shares; 2025Q1: 5,677 shares; 2025Q2: 10,669 shares; 2025Q3: 5,489 shares; 2025Q4: 5,721 shares; 2026Q1: 6,794 shares 6,794 $5.75M 0.3% +1,073 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,484 shares; 2024Q4: 16,020 shares; 2025Q1: 46,202 shares; 2025Q2: 55,357 shares; 2025Q3: 79,817 shares; 2025Q4: 77,176 shares; 2026Q1: 98,446 shares 98,446 $5.73M 0.3% +21,270 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,828 shares; 2024Q4: 19,441 shares; 2025Q1: 21,020 shares; 2025Q2: 26,119 shares; 2025Q3: 28,913 shares; 2025Q4: 21,147 shares; 2026Q1: 21,856 shares 21,856 $5.72M 0.3% +709 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,208 shares; 2024Q4: 7,383 shares; 2025Q1: 5,073 shares; 2025Q2: 5,209 shares; 2025Q3: 6,258 shares; 2025Q4: 57,039 shares; 2026Q1: 58,995 shares 58,995 $5.67M 0.3% +1,956 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,153 shares; 2024Q4: 65,769 shares; 2025Q1: 38,229 shares; 2025Q2: 40,458 shares; 2025Q3: 46,635 shares; 2025Q4: 45,967 shares; 2026Q1: 26,729 shares 26,729 $5.61M 0.29% -19,238 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: 54,229 shares; 2024Q4: 52,108 shares; 2025Q1: 97,771 shares; 2025Q2: 53,893 shares; 2025Q3: 54,394 shares; 2025Q4: 78,023 shares; 2026Q1: 73,194 shares 73,194 $5.57M 0.29% -4,829 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,844 shares; 2024Q4: 83,000 shares; 2025Q1: 64,674 shares; 2025Q2: 94,218 shares; 2025Q3: 90,866 shares; 2025Q4: 87,943 shares; 2026Q1: 52,262 shares 52,262 $5.57M 0.29% -35,681 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 476 shares; 2025Q4: 338 shares; 2026Q1: 9,792 shares 9,792 $5.5M 0.29% +9,454 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,088 shares; 2024Q4: 75,089 shares; 2025Q1: 32,662 shares; 2025Q2: 32,706 shares; 2025Q3: 32,897 shares; 2025Q4: 33,981 shares; 2026Q1: 58,680 shares 58,680 $5.45M 0.29% +24,699 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,137 shares; 2024Q4: 17,268 shares; 2025Q1: 35,757 shares; 2025Q2: 16,213 shares; 2025Q3: 18,911 shares; 2025Q4: 32,867 shares; 2026Q1: 34,815 shares 34,815 $5.41M 0.28% +1,948 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: 70,896 shares; 2024Q4: 71,032 shares; 2025Q1: 72,729 shares; 2025Q2: 72,954 shares; 2025Q3: 81,540 shares; 2025Q4: 79,199 shares; 2026Q1: 76,290 shares 76,290 $5.32M 0.28% -2,909 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 38,973 shares; 2026Q1: 69,856 shares 69,856 $5.27M 0.28% +30,883 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,823 shares; 2024Q4: 22,009 shares; 2025Q1: 16,204 shares; 2025Q2: 15,512 shares; 2025Q3: 22,880 shares; 2025Q4: 26,317 shares; 2026Q1: 25,359 shares 25,359 $5.16M 0.27% -958 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: 20,870 shares; 2024Q4: 20,074 shares; 2025Q1: 19,242 shares; 2025Q2: 17,843 shares; 2025Q3: 19,172 shares; 2025Q4: 16,643 shares; 2026Q1: 15,658 shares 15,658 $5.15M 0.27% -985 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,524 shares 42,524 $5.04M 0.26% new 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: 13,471 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,002 shares 50,002 $5.03M 0.26% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,967 shares; 2024Q4: 18,861 shares; 2025Q1: 19,764 shares; 2025Q2: 19,363 shares; 2025Q3: 19,335 shares; 2025Q4: 19,217 shares; 2026Q1: 26,651 shares 26,651 $4.97M 0.26% +7,434 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: 26,167 shares; 2024Q4: 34,706 shares; 2025Q1: 36,782 shares; 2025Q2: 23,243 shares; 2025Q3: 23,192 shares; 2025Q4: 21,397 shares; 2026Q1: 21,785 shares 21,785 $4.92M 0.26% +388 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,540 shares; 2024Q4: 54,595 shares; 2025Q1: 29,838 shares; 2025Q2: 75,634 shares; 2025Q3: 77,346 shares; 2025Q4: 82,191 shares; 2026Q1: 61,274 shares 61,274 $4.87M 0.26% -20,917 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: 79,551 shares; 2024Q4: 113,515 shares; 2025Q1: 89,519 shares; 2025Q2: 156,377 shares; 2025Q3: 165,566 shares; 2025Q4: 121,603 shares; 2026Q1: 98,711 shares 98,711 $4.87M 0.26% -22,892 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,792 shares; 2024Q4: 61,804 shares; 2025Q1: 60,896 shares; 2025Q2: 59,915 shares; 2025Q3: 63,350 shares; 2025Q4: 64,316 shares; 2026Q1: 61,955 shares 61,955 $4.86M 0.25% -2,361 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: 78,091 shares; 2024Q4: 70,120 shares; 2025Q1: 28,996 shares; 2025Q2: 57,089 shares; 2025Q3: 47,635 shares; 2025Q4: 45,917 shares; 2026Q1: 29,061 shares 29,061 $4.78M 0.25% -16,856 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,900 shares; 2024Q4: 177,244 shares; 2025Q1: 186,997 shares; 2025Q2: 185,356 shares; 2025Q3: 194,385 shares; 2025Q4: 191,907 shares; 2026Q1: 141,209 shares 141,209 $4.77M 0.25% -50,698 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,590 shares 47,590 $4.73M 0.25% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,515 shares; 2024Q4: 7,197 shares; 2025Q1: 18,522 shares; 2025Q2: 16,198 shares; 2025Q3: 17,429 shares; 2025Q4: 16,325 shares; 2026Q1: 22,457 shares 22,457 $4.67M 0.25% +6,132 Timeline BIV 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: 50,666 shares; 2024Q4: 51,549 shares; 2025Q1: 51,528 shares; 2025Q2: 49,559 shares; 2025Q3: 54,215 shares; 2025Q4: 58,793 shares; 2026Q1: 60,516 shares 60,516 $4.67M 0.25% +1,723 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,443 shares; 2024Q4: 5,561 shares; 2025Q1: 5,780 shares; 2025Q2: 15,652 shares; 2025Q3: 18,058 shares; 2025Q4: 9,207 shares; 2026Q1: 12,874 shares 12,874 $4.6M 0.24% +3,667 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,955 shares; 2024Q4: 62,768 shares; 2025Q1: 34,041 shares; 2025Q2: 51,576 shares; 2025Q3: 53,114 shares; 2025Q4: 51,801 shares; 2026Q1: 48,195 shares 48,195 $4.6M 0.24% -3,606 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: 30,366 shares; 2024Q4: 32,795 shares; 2025Q1: 32,482 shares; 2025Q2: 87,929 shares; 2025Q3: 37,439 shares; 2025Q4: 34,796 shares; 2026Q1: 31,062 shares 31,062 $4.54M 0.24% -3,734 Timeline SCHA 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: 130,849 shares; 2024Q4: 271,388 shares; 2025Q1: 271,285 shares; 2025Q2: 266,923 shares; 2025Q3: 248,517 shares; 2025Q4: 222,800 shares; 2026Q1: 154,292 shares 154,292 $4.49M 0.24% -68,508 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: 17,797 shares; 2024Q4: 18,015 shares; 2025Q1: 16,484 shares; 2025Q2: 41,412 shares; 2025Q3: 50,593 shares; 2025Q4: 28,963 shares; 2026Q1: 47,064 shares 47,064 $4.35M 0.23% +18,101 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: 45,126 shares; 2024Q4: 43,132 shares; 2025Q1: 5,440 shares; 2025Q2: 45,172 shares; 2025Q3: 42,459 shares; 2025Q4: 33,014 shares; 2026Q1: 26,291 shares 26,291 $4.32M 0.23% -6,723 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,285 shares 43,285 $4.29M 0.23% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,394 shares; 2024Q4: 23,963 shares; 2025Q1: 23,731 shares; 2025Q2: 24,934 shares; 2025Q3: 70,379 shares; 2025Q4: 71,611 shares; 2026Q1: 69,030 shares 69,030 $4.27M 0.22% -2,581 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: 17,507 shares; 2024Q4: 20,813 shares; 2025Q1: 33,572 shares; 2025Q2: 31,947 shares; 2025Q3: 34,270 shares; 2025Q4: 59,451 shares; 2026Q1: 62,357 shares 62,357 $4.25M 0.22% +2,906 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,911 shares; 2024Q4: 3,910 shares; 2025Q1: 5,560 shares; 2025Q2: 18,595 shares; 2025Q3: 18,163 shares; 2025Q4: 17,056 shares; 2026Q1: 13,336 shares 13,336 $4.24M 0.22% -3,720 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,459 shares 74,459 $4.23M 0.22% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,907 shares; 2024Q4: 96,862 shares; 2025Q1: 75,064 shares; 2025Q2: 72,592 shares; 2025Q3: 70,323 shares; 2025Q4: 70,666 shares; 2026Q1: 51,255 shares 51,255 $4.23M 0.22% -19,411 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,406 shares; 2024Q4: 68,804 shares; 2025Q1: 74,792 shares; 2025Q2: 66,288 shares; 2025Q3: 79,706 shares; 2025Q4: 74,492 shares; 2026Q1: 37,496 shares 37,496 $4.09M 0.21% -36,996 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: 16,132 shares; 2024Q4: 15,508 shares; 2025Q1: 18,283 shares; 2025Q2: 18,244 shares; 2025Q3: 19,329 shares; 2025Q4: 17,387 shares; 2026Q1: 17,244 shares 17,244 $4.07M 0.21% -143 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: 18,996 shares; 2024Q4: 17,830 shares; 2025Q1: 5,573 shares; 2025Q2: 19,789 shares; 2025Q3: 26,668 shares; 2025Q4: 21,062 shares; 2026Q1: 20,458 shares 20,458 $4.03M 0.21% -604 Timeline NSI NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,886 shares; 2024Q4: 78,364 shares; 2025Q1: 87,832 shares; 2025Q2: 101,971 shares; 2025Q3: 103,289 shares; 2025Q4: 110,809 shares; 2026Q1: 114,697 shares 114,697 $4.02M 0.21% +3,888 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,432 shares; 2024Q4: 38,429 shares; 2025Q1: 38,613 shares; 2025Q2: 80,249 shares; 2025Q3: 108,681 shares; 2025Q4: 101,504 shares; 2026Q1: 42,470 shares 42,470 $3.99M 0.21% -59,034 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: 11,932 shares; 2025Q1: 17,449 shares; 2025Q2: 20,931 shares; 2025Q3: 20,676 shares; 2025Q4: 12,590 shares; 2026Q1: 18,538 shares 18,538 $3.96M 0.21% +5,948 Timeline IBDR 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: 35,676 shares; 2024Q4: 155,975 shares; 2025Q1: 201,743 shares; 2025Q2: 93,775 shares; 2025Q3: 99,066 shares; 2025Q4: 148,775 shares; 2026Q1: 163,011 shares 163,011 $3.95M 0.21% +14,236 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,312 shares; 2024Q4: 35,537 shares; 2025Q1: 59,254 shares; 2025Q2: 48,906 shares; 2025Q3: 48,069 shares; 2025Q4: 45,506 shares; 2026Q1: 41,395 shares 41,395 $3.93M 0.21% -4,111 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,060 shares 33,060 $3.89M 0.2% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,173 shares; 2024Q4: not reported; 2025Q1: 1,787 shares; 2025Q2: 48,848 shares; 2025Q3: 45,942 shares; 2025Q4: 42,697 shares; 2026Q1: 42,251 shares 42,251 $3.88M 0.2% -446 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: 74,015 shares; 2024Q4: 74,144 shares; 2025Q1: 74,821 shares; 2025Q2: 68,001 shares; 2025Q3: 67,804 shares; 2025Q4: 129,738 shares; 2026Q1: 63,184 shares 63,184 $3.87M 0.2% -66,554 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: 7,637 shares; 2025Q1: 3,263 shares; 2025Q2: 6,202 shares; 2025Q3: 4,718 shares; 2025Q4: 4,728 shares; 2026Q1: 3,978 shares 3,978 $3.83M 0.2% -750 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,138 shares; 2024Q4: 19,303 shares; 2025Q1: 3,429 shares; 2025Q2: 14,364 shares; 2025Q3: 13,985 shares; 2025Q4: 14,169 shares; 2026Q1: 13,693 shares 13,693 $3.82M 0.2% -476 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,216 shares; 2024Q4: 23,341 shares; 2025Q1: 25,512 shares; 2025Q2: 25,657 shares; 2025Q3: 21,310 shares; 2025Q4: 20,452 shares; 2026Q1: 10,720 shares 10,720 $3.82M 0.2% -9,732 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: 71,539 shares; 2024Q4: 125,489 shares; 2025Q1: 87,323 shares; 2025Q2: 60,961 shares; 2025Q3: 63,713 shares; 2025Q4: 76,883 shares; 2026Q1: 72,479 shares 72,479 $3.82M 0.2% -4,404 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,714 shares; 2024Q4: 126,888 shares; 2025Q1: 174,631 shares; 2025Q2: 158,002 shares; 2025Q3: 150,842 shares; 2025Q4: 107,911 shares; 2026Q1: 53,766 shares 53,766 $3.77M 0.2% -54,145 Timeline IUSV 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: 41,257 shares; 2024Q4: 75,946 shares; 2025Q1: 20,317 shares; 2025Q2: 195,674 shares; 2025Q3: 216,061 shares; 2025Q4: 179,016 shares; 2026Q1: 36,602 shares 36,602 $3.74M 0.2% -142,414 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: 39,508 shares; 2024Q4: 37,760 shares; 2025Q1: 34,248 shares; 2025Q2: 33,991 shares; 2025Q3: 33,583 shares; 2025Q4: 37,875 shares; 2026Q1: 41,358 shares 41,358 $3.67M 0.19% +3,483 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,832 shares; 2024Q4: 20,748 shares; 2025Q1: 18,807 shares; 2025Q2: 58,381 shares; 2025Q3: 62,115 shares; 2025Q4: 74,743 shares; 2026Q1: 117,464 shares 117,464 $3.56M 0.19% +42,721 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: 16,963 shares; 2024Q4: 14,792 shares; 2025Q1: 56,357 shares; 2025Q2: 49,703 shares; 2025Q3: 48,471 shares; 2025Q4: 74,898 shares; 2026Q1: 37,458 shares 37,458 $3.52M 0.18% -37,440 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: 65,698 shares; 2024Q4: 68,275 shares; 2025Q1: 62,725 shares; 2025Q2: 61,989 shares; 2025Q3: 61,477 shares; 2025Q4: 61,044 shares; 2026Q1: 28,318 shares 28,318 $3.52M 0.18% -32,726 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: 19,974 shares; 2024Q4: 19,698 shares; 2025Q1: 19,220 shares; 2025Q2: 17,848 shares; 2025Q3: 17,681 shares; 2025Q4: 18,794 shares; 2026Q1: 18,108 shares 18,108 $3.49M 0.18% -686 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: 16,221 shares; 2024Q4: 26,123 shares; 2025Q1: 20,593 shares; 2025Q2: 35,456 shares; 2025Q3: 29,965 shares; 2025Q4: 47,678 shares; 2026Q1: 31,871 shares 31,871 $3.47M 0.18% -15,807 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: 94,451 shares; 2024Q4: 167,579 shares; 2025Q1: 97,698 shares; 2025Q2: 145,421 shares; 2025Q3: 147,595 shares; 2025Q4: 114,758 shares; 2026Q1: 70,594 shares 70,594 $3.44M 0.18% -44,164 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,556 shares; 2024Q4: 57,914 shares; 2025Q1: 57,289 shares; 2025Q2: 55,768 shares; 2025Q3: 52,523 shares; 2025Q4: 47,914 shares; 2026Q1: 39,505 shares 39,505 $3.42M 0.18% -8,409 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly 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: 50,491 shares 50,491 $3.32M 0.17% new 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: 31,245 shares; 2024Q4: 36,616 shares; 2025Q1: 22,412 shares; 2025Q2: 30,014 shares; 2025Q3: 33,621 shares; 2025Q4: 28,221 shares; 2026Q1: 29,768 shares 29,768 $3.3M 0.17% +1,547 Timeline SCHF 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: 33,022 shares; 2024Q4: 58,607 shares; 2025Q1: 58,747 shares; 2025Q2: 160,787 shares; 2025Q3: 154,832 shares; 2025Q4: 136,897 shares; 2026Q1: 131,334 shares 131,334 $3.25M 0.17% -5,563 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: 102,488 shares; 2024Q4: 91,160 shares; 2025Q1: 25,353 shares; 2025Q2: 75,819 shares; 2025Q3: 73,038 shares; 2025Q4: 25,834 shares; 2026Q1: 23,606 shares 23,606 $3.21M 0.17% -2,228 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: 28,019 shares; 2024Q4: 27,466 shares; 2025Q1: 25,570 shares; 2025Q2: 24,672 shares; 2025Q3: 24,705 shares; 2025Q4: 25,133 shares; 2026Q1: 24,465 shares 24,465 $3.21M 0.17% -668 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,517 shares; 2024Q4: 52,985 shares; 2025Q1: 49,099 shares; 2025Q2: 42,963 shares; 2025Q3: 44,619 shares; 2025Q4: 42,359 shares; 2026Q1: 31,308 shares 31,308 $3.03M 0.16% -11,051 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,987 shares; 2024Q4: 1,758 shares; 2025Q1: 1,915 shares; 2025Q2: 1,936 shares; 2025Q3: 1,907 shares; 2025Q4: 1,984 shares; 2026Q1: 16,711 shares 16,711 $3.01M 0.16% +14,727 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: 19,553 shares; 2024Q4: 17,033 shares; 2025Q1: 17,211 shares; 2025Q2: 15,831 shares; 2025Q3: 16,119 shares; 2025Q4: 16,433 shares; 2026Q1: 15,045 shares 15,045 $2.99M 0.16% -1,388 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,529 shares; 2025Q1: 5,054 shares; 2025Q2: 10,013 shares; 2025Q3: 5,431 shares; 2025Q4: 4,932 shares; 2026Q1: 17,488 shares 17,488 $2.96M 0.16% +12,556 Timeline IBDS 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: 23,575 shares; 2024Q4: 57,685 shares; 2025Q1: 55,383 shares; 2025Q2: 55,633 shares; 2025Q3: 56,979 shares; 2025Q4: 105,693 shares; 2026Q1: 121,268 shares 121,268 $2.94M 0.15% +15,575 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: 5,614 shares; 2024Q4: 21,624 shares; 2025Q1: 17,494 shares; 2025Q2: 2,020 shares; 2025Q3: 3,129 shares; 2025Q4: 13,302 shares; 2026Q1: 11,887 shares 11,887 $2.94M 0.15% -1,415 Timeline AVSF AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,287 shares; 2024Q4: 60,860 shares; 2025Q1: 61,158 shares; 2025Q2: 61,451 shares; 2025Q3: 65,124 shares; 2025Q4: 62,818 shares; 2026Q1: 61,953 shares 61,953 $2.9M 0.15% -865 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,917 shares; 2024Q4: 8,373 shares; 2025Q1: 9,119 shares; 2025Q2: 41,709 shares; 2025Q3: 40,973 shares; 2025Q4: 8,280 shares; 2026Q1: 44,815 shares 44,815 $2.9M 0.15% +36,535 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: 1,173 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,561 shares; 2025Q3: 23,716 shares; 2025Q4: 4,291 shares; 2026Q1: 21,032 shares 21,032 $2.89M 0.15% +16,741 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 11,243 shares; 2025Q1: 6,224 shares; 2025Q2: 6,683 shares; 2025Q3: 4,715 shares; 2025Q4: 4,466 shares; 2026Q1: 4,749 shares 4,749 $2.87M 0.15% +283 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: 20,912 shares; 2024Q4: 26,425 shares; 2025Q1: 24,475 shares; 2025Q2: 25,946 shares; 2025Q3: 9,403 shares; 2025Q4: 5,271 shares; 2026Q1: 14,743 shares 14,743 $2.86M 0.15% +9,472 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: 19,199 shares; 2024Q4: 22,206 shares; 2025Q1: 21,156 shares; 2025Q2: 26,621 shares; 2025Q3: 28,830 shares; 2025Q4: 24,709 shares; 2026Q1: 17,598 shares 17,598 $2.85M 0.15% -7,111 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: 8,116 shares; 2024Q4: 12,256 shares; 2025Q1: 25,810 shares; 2025Q2: 8,039 shares; 2025Q3: 7,106 shares; 2025Q4: 6,080 shares; 2026Q1: 6,046 shares 6,046 $2.8M 0.15% -34 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,592 shares; 2024Q4: 192,239 shares; 2025Q1: 192,342 shares; 2025Q2: 178,884 shares; 2025Q3: 176,617 shares; 2025Q4: 173,203 shares; 2026Q1: 108,690 shares 108,690 $2.79M 0.15% -64,513 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: 7,928 shares; 2024Q4: 8,489 shares; 2025Q1: 16,899 shares; 2025Q2: 19,952 shares; 2025Q3: 20,867 shares; 2025Q4: 14,435 shares; 2026Q1: 14,523 shares 14,523 $2.79M 0.15% +88 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,859 shares; 2024Q4: 30,711 shares; 2025Q1: 130,755 shares; 2025Q2: 95,104 shares; 2025Q3: 58,554 shares; 2025Q4: 55,340 shares; 2026Q1: 49,732 shares 49,732 $2.61M 0.14% -5,608 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,692 shares; 2025Q2: 31,220 shares; 2025Q3: 41,706 shares; 2025Q4: 35,416 shares; 2026Q1: 71,334 shares 71,334 $2.58M 0.14% +35,918 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,671 shares; 2024Q4: 66,255 shares; 2025Q1: 64,380 shares; 2025Q2: 68,355 shares; 2025Q3: 65,437 shares; 2025Q4: 68,189 shares; 2026Q1: 64,182 shares 64,182 $2.58M 0.14% -4,007 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,156 shares; 2024Q4: 67,318 shares; 2025Q1: 62,697 shares; 2025Q2: 55,724 shares; 2025Q3: 52,327 shares; 2025Q4: 47,783 shares; 2026Q1: 35,165 shares 35,165 $2.57M 0.13% -12,618 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: 40,126 shares; 2024Q4: 37,330 shares; 2025Q1: 36,569 shares; 2025Q2: 35,601 shares; 2025Q3: 37,101 shares; 2025Q4: 29,592 shares; 2026Q1: 28,660 shares 28,660 $2.57M 0.13% -932 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: 13,232 shares; 2024Q4: 12,189 shares; 2025Q1: 11,223 shares; 2025Q2: 11,114 shares; 2025Q3: 10,940 shares; 2025Q4: 10,919 shares; 2026Q1: 62,031 shares 62,031 $2.55M 0.13% +51,112 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS 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: 4,396 shares; 2025Q4: not reported; 2026Q1: 33,845 shares 33,845 $2.53M 0.13% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,724 shares; 2025Q1: 2,675 shares; 2025Q2: 2,759 shares; 2025Q3: 3,250 shares; 2025Q4: not reported; 2026Q1: 29,554 shares 29,554 $2.52M 0.13% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,732 shares; 2024Q4: 4,934 shares; 2025Q1: 5,816 shares; 2025Q2: 26,635 shares; 2025Q3: 28,929 shares; 2025Q4: 8,391 shares; 2026Q1: 7,292 shares 7,292 $2.46M 0.13% -1,099 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: 31,168 shares; 2024Q4: 29,686 shares; 2025Q1: 29,083 shares; 2025Q2: 29,049 shares; 2025Q3: 35,839 shares; 2025Q4: 39,100 shares; 2026Q1: 37,992 shares 37,992 $2.44M 0.13% -1,108 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,072 shares; 2024Q4: 11,271 shares; 2025Q1: 9,919 shares; 2025Q2: 14,873 shares; 2025Q3: 15,656 shares; 2025Q4: 12,366 shares; 2026Q1: 9,640 shares 9,640 $2.42M 0.13% -2,726 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,592 shares 31,592 $2.41M 0.13% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,199 shares; 2025Q1: 3,637 shares; 2025Q2: 3,232 shares; 2025Q3: 2,593 shares; 2025Q4: 13,710 shares; 2026Q1: 12,140 shares 12,140 $2.38M 0.12% -1,570 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: not reported; 2024Q4: 1,152 shares; 2025Q1: 2,524 shares; 2025Q2: 2,810 shares; 2025Q3: 3,337 shares; 2025Q4: 5,511 shares; 2026Q1: 9,846 shares 9,846 $2.36M 0.12% +4,335 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,146 shares; 2024Q4: 105,077 shares; 2025Q1: 127,291 shares; 2025Q2: 137,495 shares; 2025Q3: 141,784 shares; 2025Q4: 137,847 shares; 2026Q1: 122,065 shares 122,065 $2.36M 0.12% -15,782 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,209 shares 28,209 $2.33M 0.12% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,530 shares; 2024Q4: 48,208 shares; 2025Q1: 45,058 shares; 2025Q2: 9,894 shares; 2025Q3: 11,777 shares; 2025Q4: 27,554 shares; 2026Q1: 26,636 shares 26,636 $2.31M 0.12% -918 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: 25,370 shares; 2024Q4: 21,340 shares; 2025Q1: 19,088 shares; 2025Q2: 17,475 shares; 2025Q3: 17,017 shares; 2025Q4: 18,479 shares; 2026Q1: 15,880 shares 15,880 $2.3M 0.12% -2,599 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: 43,101 shares; 2024Q4: 44,445 shares; 2025Q1: 23,249 shares; 2025Q2: 43,652 shares; 2025Q3: 32,778 shares; 2025Q4: 17,708 shares; 2026Q1: 15,448 shares 15,448 $2.27M 0.12% -2,260 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: 63,574 shares; 2024Q4: 62,870 shares; 2025Q1: 69,183 shares; 2025Q2: 105,761 shares; 2025Q3: 108,735 shares; 2025Q4: 95,717 shares; 2026Q1: 23,039 shares 23,039 $2.24M 0.12% -72,678 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: 9,613 shares; 2024Q4: 10,135 shares; 2025Q1: 9,929 shares; 2025Q2: 11,619 shares; 2025Q3: 11,742 shares; 2025Q4: 43,287 shares; 2026Q1: 44,747 shares 44,747 $2.24M 0.12% +1,460 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: 19,021 shares; 2024Q4: 18,733 shares; 2025Q1: 14,846 shares; 2025Q2: 2,176 shares; 2025Q3: 2,351 shares; 2025Q4: 2,062 shares; 2026Q1: 10,719 shares 10,719 $2.23M 0.12% +8,657 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: 8,610 shares; 2024Q4: 8,382 shares; 2025Q1: 7,818 shares; 2025Q2: 6,615 shares; 2025Q3: 6,481 shares; 2025Q4: 5,268 shares; 2026Q1: 5,078 shares 5,078 $2.22M 0.12% -190 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: 5,132 shares; 2024Q4: 4,899 shares; 2025Q1: 5,768 shares; 2025Q2: 13,440 shares; 2025Q3: 4,942 shares; 2025Q4: 4,885 shares; 2026Q1: 4,662 shares 4,662 $2.21M 0.12% -223 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,568 shares; 2024Q4: 41,060 shares; 2025Q1: 41,148 shares; 2025Q2: 42,141 shares; 2025Q3: 42,068 shares; 2025Q4: 41,447 shares; 2026Q1: 41,644 shares 41,644 $2.2M 0.12% +197 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: 16,699 shares; 2024Q4: 8,983 shares; 2025Q1: 9,186 shares; 2025Q2: 9,109 shares; 2025Q3: 9,903 shares; 2025Q4: 9,434 shares; 2026Q1: 9,068 shares 9,068 $2.2M 0.12% -366 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: 13,313 shares; 2024Q4: 10,541 shares; 2025Q1: 6,448 shares; 2025Q2: 4,737 shares; 2025Q3: 4,738 shares; 2025Q4: 4,695 shares; 2026Q1: 18,993 shares 18,993 $2.19M 0.12% +14,298 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: 20,242 shares; 2024Q4: 10,503 shares; 2025Q1: 9,509 shares; 2025Q2: 9,322 shares; 2025Q3: 9,476 shares; 2025Q4: 8,209 shares; 2026Q1: 8,197 shares 8,197 $2.19M 0.11% -12 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,049 shares 43,049 $2.18M 0.11% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,829 shares; 2024Q4: 25,443 shares; 2025Q1: 42,976 shares; 2025Q2: 46,819 shares; 2025Q3: 50,581 shares; 2025Q4: 61,565 shares; 2026Q1: 59,017 shares 59,017 $2.1M 0.11% -2,548 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 31,101 shares 31,101 $2.09M 0.11% new Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,704 shares 27,704 $2.09M 0.11% new Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,015 shares; 2025Q1: 30,827 shares; 2025Q2: 30,328 shares; 2025Q3: 30,298 shares; 2025Q4: 41,167 shares; 2026Q1: 39,121 shares 39,121 $2.09M 0.11% -2,046 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: 28,586 shares; 2024Q4: 28,757 shares; 2025Q1: 25,984 shares; 2025Q2: 28,186 shares; 2025Q3: 28,563 shares; 2025Q4: 28,916 shares; 2026Q1: 28,997 shares 28,997 $2.06M 0.11% +81 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,408 shares; 2024Q4: 26,050 shares; 2025Q1: 29,108 shares; 2025Q2: 32,781 shares; 2025Q3: 34,740 shares; 2025Q4: 41,254 shares; 2026Q1: 39,492 shares 39,492 $2.01M 0.11% -1,762 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,258 shares; 2024Q4: 16,047 shares; 2025Q1: 15,913 shares; 2025Q2: 15,213 shares; 2025Q3: 14,944 shares; 2025Q4: 14,766 shares; 2026Q1: 15,181 shares 15,181 $1.99M 0.1% +415 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: 11,867 shares; 2024Q4: 9,631 shares; 2025Q1: 9,051 shares; 2025Q2: 7,736 shares; 2025Q3: 17,947 shares; 2025Q4: 15,595 shares; 2026Q1: 7,337 shares 7,337 $1.99M 0.1% -8,258 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,266 shares; 2026Q1: 24,625 shares 24,625 $1.98M 0.1% +2,359 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 108,083 shares; 2025Q2: 110,715 shares; 2025Q3: 108,314 shares; 2025Q4: 101,056 shares; 2026Q1: 93,491 shares 93,491 $1.98M 0.1% -7,565 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: 29,647 shares; 2024Q4: 23,469 shares; 2025Q1: 23,437 shares; 2025Q2: 23,496 shares; 2025Q3: 24,786 shares; 2025Q4: 21,751 shares; 2026Q1: 24,578 shares 24,578 $1.96M 0.1% +2,827 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,704 shares; 2024Q4: 29,782 shares; 2025Q1: 23,448 shares; 2025Q2: 23,724 shares; 2025Q3: 28,015 shares; 2025Q4: 26,508 shares; 2026Q1: 27,033 shares 27,033 $1.92M 0.1% +525 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,062 shares; 2024Q4: 27,757 shares; 2025Q1: 25,730 shares; 2025Q2: 23,800 shares; 2025Q3: 25,317 shares; 2025Q4: 23,577 shares; 2026Q1: 22,040 shares 22,040 $1.91M 0.1% -1,537 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: 14,133 shares; 2024Q4: 13,655 shares; 2025Q1: 12,749 shares; 2025Q2: 11,508 shares; 2025Q3: 11,012 shares; 2025Q4: 11,399 shares; 2026Q1: 10,011 shares 10,011 $1.9M 0.1% -1,388 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: 9,861 shares; 2024Q4: 9,876 shares; 2025Q1: 9,118 shares; 2025Q2: 9,300 shares; 2025Q3: 9,491 shares; 2025Q4: 9,601 shares; 2026Q1: 9,537 shares 9,537 $1.87M 0.1% -64 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,419 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,200 shares 29,200 $1.87M 0.1% new Timeline IBDT 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: 12,087 shares; 2024Q4: 16,590 shares; 2025Q1: 14,477 shares; 2025Q2: 15,224 shares; 2025Q3: 20,733 shares; 2025Q4: 63,303 shares; 2026Q1: 73,216 shares 73,216 $1.85M 0.1% +9,913 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,456 shares; 2024Q4: 63,966 shares; 2025Q1: 67,279 shares; 2025Q2: 69,254 shares; 2025Q3: 69,505 shares; 2025Q4: 60,320 shares; 2026Q1: 41,127 shares 41,127 $1.84M 0.1% -19,193 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,389 shares; 2024Q4: 33,280 shares; 2025Q1: 35,243 shares; 2025Q2: 36,909 shares; 2025Q3: 37,710 shares; 2025Q4: 38,127 shares; 2026Q1: 39,441 shares 39,441 $1.82M 0.1% +1,314 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,909 shares; 2025Q4: 11,499 shares; 2026Q1: 25,728 shares 25,728 $1.82M 0.1% +14,229 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: 15,317 shares; 2024Q4: 14,686 shares; 2025Q1: 14,576 shares; 2025Q2: 14,544 shares; 2025Q3: 14,344 shares; 2025Q4: 14,178 shares; 2026Q1: 12,447 shares 12,447 $1.82M 0.1% -1,731 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: 14,191 shares; 2024Q4: 18,462 shares; 2025Q1: 17,465 shares; 2025Q2: 18,275 shares; 2025Q3: 17,791 shares; 2025Q4: 14,516 shares; 2026Q1: 13,728 shares 13,728 $1.81M 0.1% -788 Timeline BUXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,264 shares; 2025Q2: 43,132 shares; 2025Q3: 44,189 shares; 2025Q4: 49,013 shares; 2026Q1: 89,004 shares 89,004 $1.8M 0.09% +39,991 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,024 shares; 2024Q4: 16,736 shares; 2025Q1: 16,071 shares; 2025Q2: 15,616 shares; 2025Q3: 15,828 shares; 2025Q4: 16,758 shares; 2026Q1: 16,318 shares 16,318 $1.8M 0.09% -440 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: 20,353 shares; 2024Q4: 18,801 shares; 2025Q1: 15,467 shares; 2025Q2: 14,573 shares; 2025Q3: 14,262 shares; 2025Q4: 16,205 shares; 2026Q1: 13,964 shares 13,964 $1.8M 0.09% -2,241 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: 25,978 shares; 2024Q4: 27,034 shares; 2025Q1: 26,874 shares; 2025Q2: 48,703 shares; 2025Q3: 48,878 shares; 2025Q4: 51,500 shares; 2026Q1: 33,596 shares 33,596 $1.79M 0.09% -17,904 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,258 shares 18,258 $1.78M 0.09% new 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: 30,062 shares; 2024Q4: 38,760 shares; 2025Q1: 22,267 shares; 2025Q2: 39,258 shares; 2025Q3: 37,291 shares; 2025Q4: 55,449 shares; 2026Q1: 38,406 shares 38,406 $1.76M 0.09% -17,043 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: 1,493 shares; 2024Q4: 1,490 shares; 2025Q1: 1,552 shares; 2025Q2: 1,518 shares; 2025Q3: 1,203 shares; 2025Q4: 1,081 shares; 2026Q1: 1,195 shares 1,195 $1.76M 0.09% +114 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,497 shares; 2025Q2: 11,953 shares; 2025Q3: 18,075 shares; 2025Q4: 9,082 shares; 2026Q1: 17,463 shares 17,463 $1.76M 0.09% +8,381 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,274 shares; 2024Q4: 19,963 shares; 2025Q1: 20,720 shares; 2025Q2: 26,002 shares; 2025Q3: 30,576 shares; 2025Q4: 36,869 shares; 2026Q1: 33,797 shares 33,797 $1.75M 0.09% -3,072 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: 3,539 shares; 2024Q4: 3,374 shares; 2025Q1: 3,396 shares; 2025Q2: 3,355 shares; 2025Q3: 3,150 shares; 2025Q4: 3,223 shares; 2026Q1: 2,836 shares 2,836 $1.75M 0.09% -387 Timeline DFAI 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: 40,191 shares; 2024Q4: 43,436 shares; 2025Q1: 45,461 shares; 2025Q2: 47,490 shares; 2025Q3: 52,945 shares; 2025Q4: 52,728 shares; 2026Q1: 43,172 shares 43,172 $1.68M 0.09% -9,556 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,852 shares; 2024Q4: 58,117 shares; 2025Q1: 797,352 shares; 2025Q2: 160,009 shares; 2025Q3: 107,772 shares; 2025Q4: 87,858 shares; 2026Q1: 33,090 shares 33,090 $1.67M 0.09% -54,768 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,719 shares; 2024Q4: 17,895 shares; 2025Q1: 24,302 shares; 2025Q2: 24,154 shares; 2025Q3: 25,451 shares; 2025Q4: 26,405 shares; 2026Q1: 27,046 shares 27,046 $1.66M 0.09% +641 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: 7,299 shares; 2024Q4: 7,312 shares; 2025Q1: 7,327 shares; 2025Q2: 7,410 shares; 2025Q3: 7,424 shares; 2025Q4: 7,378 shares; 2026Q1: 7,946 shares 7,946 $1.65M 0.09% +568 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,038 shares; 2024Q4: 52,182 shares; 2025Q1: 52,104 shares; 2025Q2: 47,497 shares; 2025Q3: 44,201 shares; 2025Q4: 44,023 shares; 2026Q1: 44,023 shares 44,023 $1.65M 0.09% 0 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: 46,979 shares; 2024Q4: 46,184 shares; 2025Q1: 40,673 shares; 2025Q2: 16,132 shares; 2025Q3: 18,328 shares; 2025Q4: 17,605 shares; 2026Q1: 18,142 shares 18,142 $1.64M 0.09% +537 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: 2,711 shares; 2024Q4: 2,689 shares; 2025Q1: 2,212 shares; 2025Q2: 2,192 shares; 2025Q3: 2,174 shares; 2025Q4: 1,901 shares; 2026Q1: 1,895 shares 1,895 $1.64M 0.09% -6 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 5,453 shares; 2025Q1: 3,747 shares; 2025Q2: 3,712 shares; 2025Q3: 3,655 shares; 2025Q4: 3,527 shares; 2026Q1: 2,909 shares 2,909 $1.64M 0.09% -618 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,016 shares; 2025Q1: 5,518 shares; 2025Q2: 10,559 shares; 2025Q3: 12,544 shares; 2025Q4: 13,330 shares; 2026Q1: 12,915 shares 12,915 $1.63M 0.09% -415 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: 31,443 shares; 2024Q4: 31,069 shares; 2025Q1: 78,346 shares; 2025Q2: 74,992 shares; 2025Q3: 78,988 shares; 2025Q4: 37,256 shares; 2026Q1: 24,667 shares 24,667 $1.63M 0.09% -12,589 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,265 shares; 2025Q2: 25,626 shares; 2025Q3: 25,621 shares; 2025Q4: 25,496 shares; 2026Q1: 32,046 shares 32,046 $1.62M 0.08% +6,550 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: 21,337 shares; 2024Q4: 21,089 shares; 2025Q1: 21,228 shares; 2025Q2: 19,425 shares; 2025Q3: 18,908 shares; 2025Q4: 17,595 shares; 2026Q1: 16,688 shares 16,688 $1.61M 0.08% -907 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,707 shares; 2024Q4: 35,965 shares; 2025Q1: 40,245 shares; 2025Q2: 30,424 shares; 2025Q3: 31,410 shares; 2025Q4: 29,049 shares; 2026Q1: 31,893 shares 31,893 $1.61M 0.08% +2,844 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,050 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,100 shares 12,100 $1.59M 0.08% new 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: 4,623 shares; 2024Q4: 3,839 shares; 2025Q1: 3,834 shares; 2025Q2: 3,957 shares; 2025Q3: 3,718 shares; 2025Q4: 3,695 shares; 2026Q1: 3,784 shares 3,784 $1.58M 0.08% +89 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: 41,668 shares; 2024Q4: 49,755 shares; 2025Q1: 35,752 shares; 2025Q2: 35,371 shares; 2025Q3: 35,200 shares; 2025Q4: 32,218 shares; 2026Q1: 10,390 shares 10,390 $1.57M 0.08% -21,828 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: 12,151 shares; 2024Q4: 10,066 shares; 2025Q1: 10,456 shares; 2025Q2: 9,889 shares; 2025Q3: 10,405 shares; 2025Q4: 8,557 shares; 2026Q1: 9,113 shares 9,113 $1.57M 0.08% +556 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: 20,815 shares; 2024Q4: 22,570 shares; 2025Q1: 20,169 shares; 2025Q2: 6,870 shares; 2025Q3: 7,804 shares; 2025Q4: 6,216 shares; 2026Q1: 6,456 shares 6,456 $1.57M 0.08% +240 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: 30,878 shares; 2024Q4: 31,932 shares; 2025Q1: 34,363 shares; 2025Q2: 34,391 shares; 2025Q3: 37,266 shares; 2025Q4: 33,757 shares; 2026Q1: 41,376 shares 41,376 $1.57M 0.08% +7,619 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 37,921 shares 37,921 $1.56M 0.08% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,779 shares; 2024Q4: 10,308 shares; 2025Q1: 41,251 shares; 2025Q2: 10,626 shares; 2025Q3: 10,810 shares; 2025Q4: 10,209 shares; 2026Q1: 16,538 shares 16,538 $1.54M 0.08% +6,329 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: 4,993 shares; 2024Q4: 5,005 shares; 2025Q1: 4,871 shares; 2025Q2: 4,849 shares; 2025Q3: 4,780 shares; 2025Q4: 4,527 shares; 2026Q1: 13,862 shares 13,862 $1.53M 0.08% +9,335 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: 999 shares; 2024Q4: 999 shares; 2025Q1: 1,399 shares; 2025Q2: 1,503 shares; 2025Q3: 3,353 shares; 2025Q4: 2,400 shares; 2026Q1: 2,765 shares 2,765 $1.52M 0.08% +365 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,703 shares; 2024Q4: 45,800 shares; 2025Q1: 51,384 shares; 2025Q2: 50,956 shares; 2025Q3: 54,801 shares; 2025Q4: 49,828 shares; 2026Q1: 17,148 shares 17,148 $1.51M 0.08% -32,680 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,625 shares; 2024Q4: 23,867 shares; 2025Q1: 62,545 shares; 2025Q2: 24,198 shares; 2025Q3: 23,724 shares; 2025Q4: 22,904 shares; 2026Q1: 20,912 shares 20,912 $1.5M 0.08% -1,992 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,976 shares; 2024Q4: 2,067 shares; 2025Q1: 1,807 shares; 2025Q2: 1,760 shares; 2025Q3: 1,800 shares; 2025Q4: 1,770 shares; 2026Q1: 2,178 shares 2,178 $1.49M 0.08% +408 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,870 shares; 2025Q1: 2,969 shares; 2025Q2: 3,204 shares; 2025Q3: 3,387 shares; 2025Q4: 3,357 shares; 2026Q1: 3,064 shares 3,064 $1.49M 0.08% -293 Timeline SPYV 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: 20,652 shares; 2024Q4: 20,239 shares; 2025Q1: 19,720 shares; 2025Q2: 19,215 shares; 2025Q3: 17,712 shares; 2025Q4: 24,440 shares; 2026Q1: 26,174 shares 26,174 $1.48M 0.08% +1,734 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,600 shares; 2025Q2: 59,400 shares; 2025Q3: 60,700 shares; 2025Q4: 57,622 shares; 2026Q1: 48,339 shares 48,339 $1.48M 0.08% -9,283 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,921 shares 18,921 $1.47M 0.08% new Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,671 shares; 2025Q2: 14,574 shares; 2025Q3: 15,229 shares; 2025Q4: 8,515 shares; 2026Q1: 27,962 shares 27,962 $1.45M 0.08% +19,447 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,452 shares; 2024Q4: 35,862 shares; 2025Q1: 35,888 shares; 2025Q2: 33,585 shares; 2025Q3: 33,824 shares; 2025Q4: 32,607 shares; 2026Q1: 31,792 shares 31,792 $1.44M 0.08% -815 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: 5,858 shares; 2024Q4: 5,698 shares; 2025Q1: 5,579 shares; 2025Q2: 5,687 shares; 2025Q3: 5,995 shares; 2025Q4: 6,370 shares; 2026Q1: 4,624 shares 4,624 $1.44M 0.08% -1,746 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: 276 shares; 2024Q4: 270 shares; 2025Q1: 297 shares; 2025Q2: 304 shares; 2025Q3: 330 shares; 2025Q4: 350 shares; 2026Q1: 341 shares 341 $1.44M 0.08% -9 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,823 shares; 2024Q4: 34,330 shares; 2025Q1: 42,067 shares; 2025Q2: 60,152 shares; 2025Q3: 62,493 shares; 2025Q4: 59,214 shares; 2026Q1: 28,287 shares 28,287 $1.43M 0.08% -30,927 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: 29,345 shares; 2024Q4: 28,695 shares; 2025Q1: 4,175 shares; 2025Q2: 23,684 shares; 2025Q3: 23,166 shares; 2025Q4: 16,181 shares; 2026Q1: 7,832 shares 7,832 $1.43M 0.07% -8,349 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: 11,451 shares; 2024Q4: 11,511 shares; 2025Q1: 14,311 shares; 2025Q2: 13,197 shares; 2025Q3: 10,492 shares; 2025Q4: 11,455 shares; 2026Q1: 7,645 shares 7,645 $1.43M 0.07% -3,810 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: 111,152 shares; 2024Q4: 108,449 shares; 2025Q1: 101,158 shares; 2025Q2: 93,346 shares; 2025Q3: 92,911 shares; 2025Q4: 44,084 shares; 2026Q1: 28,039 shares 28,039 $1.41M 0.07% -16,045 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,935 shares; 2024Q4: 19,169 shares; 2025Q1: 57,554 shares; 2025Q2: 71,358 shares; 2025Q3: 70,710 shares; 2025Q4: 33,283 shares; 2026Q1: 25,376 shares 25,376 $1.4M 0.07% -7,907 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: 5,862 shares; 2024Q4: 5,830 shares; 2025Q1: 6,871 shares; 2025Q2: 6,180 shares; 2025Q3: 7,581 shares; 2025Q4: 5,301 shares; 2026Q1: 4,883 shares 4,883 $1.39M 0.07% -418 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 1,273 shares; 2025Q1: 1,259 shares; 2025Q2: 1,264 shares; 2025Q3: 1,271 shares; 2025Q4: 1,242 shares; 2026Q1: 1,195 shares 1,195 $1.38M 0.07% -47 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: 64,014 shares; 2024Q4: 57,770 shares; 2025Q1: 69,834 shares; 2025Q2: 63,580 shares; 2025Q3: 57,221 shares; 2025Q4: 55,290 shares; 2026Q1: 48,997 shares 48,997 $1.38M 0.07% -6,293 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,880 shares; 2024Q4: 10,898 shares; 2025Q1: 11,686 shares; 2025Q2: 10,868 shares; 2025Q3: 10,844 shares; 2025Q4: 11,044 shares; 2026Q1: 3,221 shares 3,221 $1.37M 0.07% -7,823 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: 24,974 shares; 2024Q4: 7,571 shares; 2025Q1: 10,385 shares; 2025Q2: 12,816 shares; 2025Q3: 5,595 shares; 2025Q4: 5,471 shares; 2026Q1: 4,006 shares 4,006 $1.37M 0.07% -1,465 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 99,000 shares; 2025Q4: 92,000 shares; 2026Q1: 93,075 shares 93,075 $1.35M 0.07% +1,075 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,734 shares; 2025Q1: 2,868 shares; 2025Q2: 3,080 shares; 2025Q3: 2,660 shares; 2025Q4: 2,343 shares; 2026Q1: 6,887 shares 6,887 $1.35M 0.07% +4,544 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: 84,748 shares; 2024Q4: 87,921 shares; 2025Q1: 86,148 shares; 2025Q2: 89,734 shares; 2025Q3: 89,300 shares; 2025Q4: 80,987 shares; 2026Q1: 46,026 shares 46,026 $1.33M 0.07% -34,961 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: 5,236 shares; 2024Q4: 4,772 shares; 2025Q1: 4,428 shares; 2025Q2: 4,376 shares; 2025Q3: 4,311 shares; 2025Q4: 4,198 shares; 2026Q1: 4,150 shares 4,150 $1.33M 0.07% -48 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: 4,447 shares; 2024Q4: 4,064 shares; 2025Q1: 4,260 shares; 2025Q2: 4,101 shares; 2025Q3: 4,089 shares; 2025Q4: 4,215 shares; 2026Q1: 4,171 shares 4,171 $1.31M 0.07% -44 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,599 shares; 2024Q4: 13,566 shares; 2025Q1: 17,735 shares; 2025Q2: 24,801 shares; 2025Q3: 28,282 shares; 2025Q4: 31,039 shares; 2026Q1: 23,475 shares 23,475 $1.3M 0.07% -7,564 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,387 shares; 2025Q1: 1,531 shares; 2025Q2: 1,603 shares; 2025Q3: 1,925 shares; 2025Q4: 1,453 shares; 2026Q1: 1,490 shares 1,490 $1.3M 0.07% +37 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: 18,938 shares; 2024Q4: 17,388 shares; 2025Q1: 20,413 shares; 2025Q2: 20,287 shares; 2025Q3: 23,804 shares; 2025Q4: 25,023 shares; 2026Q1: 21,431 shares 21,431 $1.3M 0.07% -3,592 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,194 shares; 2024Q4: 11,935 shares; 2025Q1: 7,189 shares; 2025Q2: 7,165 shares; 2025Q3: 7,126 shares; 2025Q4: 7,172 shares; 2026Q1: 7,613 shares 7,613 $1.3M 0.07% +441 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,903 shares; 2025Q2: 57,960 shares; 2025Q3: 47,516 shares; 2025Q4: 50,911 shares; 2026Q1: 47,812 shares 47,812 $1.29M 0.07% -3,099 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,469 shares; 2024Q4: 32,525 shares; 2025Q1: 42,128 shares; 2025Q2: 25,743 shares; 2025Q3: 33,079 shares; 2025Q4: 28,752 shares; 2026Q1: 15,644 shares 15,644 $1.28M 0.07% -13,108 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,884 shares; 2024Q4: 20,495 shares; 2025Q1: 28,194 shares; 2025Q2: 24,237 shares; 2025Q3: 21,373 shares; 2025Q4: 23,236 shares; 2026Q1: 17,699 shares 17,699 $1.24M 0.06% -5,537 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,705 shares; 2024Q4: 65,499 shares; 2025Q1: 64,984 shares; 2025Q2: 64,017 shares; 2025Q3: 57,460 shares; 2025Q4: 55,608 shares; 2026Q1: 48,096 shares 48,096 $1.21M 0.06% -7,512 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: 15,019 shares; 2024Q4: 16,566 shares; 2025Q1: 16,774 shares; 2025Q2: 18,353 shares; 2025Q3: 19,042 shares; 2025Q4: 15,993 shares; 2026Q1: 12,931 shares 12,931 $1.2M 0.06% -3,062 Timeline BBCQ BLEICHROEDER ACQUISITI CORP More: the full row for BLEICHROEDER ACQUISITI 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: 118,170 shares 118,170 $1.18M 0.06% new Timeline SCHM 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: 18,489 shares; 2024Q4: 55,824 shares; 2025Q1: 55,929 shares; 2025Q2: 54,230 shares; 2025Q3: 52,422 shares; 2025Q4: 50,077 shares; 2026Q1: 38,008 shares 38,008 $1.18M 0.06% -12,069 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: 12,920 shares; 2025Q1: 12,937 shares; 2025Q2: 12,611 shares; 2025Q3: 13,227 shares; 2025Q4: 12,732 shares; 2026Q1: 7,954 shares 7,954 $1.16M 0.06% -4,778 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,610 shares; 2024Q4: 30,022 shares; 2025Q1: 30,931 shares; 2025Q2: 31,686 shares; 2025Q3: 31,231 shares; 2025Q4: 31,849 shares; 2026Q1: 31,038 shares 31,038 $1.15M 0.06% -811 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: 19,604 shares; 2024Q4: 19,872 shares; 2025Q1: 26,003 shares; 2025Q2: 15,256 shares; 2025Q3: 15,563 shares; 2025Q4: 13,417 shares; 2026Q1: 11,142 shares 11,142 $1.14M 0.06% -2,275 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: 5,326 shares; 2024Q4: 5,678 shares; 2025Q1: 5,082 shares; 2025Q2: 4,181 shares; 2025Q3: 4,006 shares; 2025Q4: 3,987 shares; 2026Q1: 3,647 shares 3,647 $1.14M 0.06% -340 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: 30,712 shares; 2024Q4: 31,537 shares; 2025Q1: 25,855 shares; 2025Q2: 26,417 shares; 2025Q3: 26,412 shares; 2025Q4: 25,288 shares; 2026Q1: 23,264 shares 23,264 $1.13M 0.06% -2,024 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,454 shares; 2024Q4: 25,197 shares; 2025Q1: 14,798 shares; 2025Q2: 17,603 shares; 2025Q3: 8,619 shares; 2025Q4: 14,581 shares; 2026Q1: 7,250 shares 7,250 $1.12M 0.06% -7,331 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: 268,822 shares; 2024Q4: 348,801 shares; 2025Q1: 175,856 shares; 2025Q2: 281,896 shares; 2025Q3: 313,164 shares; 2025Q4: 186,483 shares; 2026Q1: 19,716 shares 19,716 $1.12M 0.06% -166,767 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,154 shares; 2025Q1: 2,146 shares; 2025Q2: 1,310 shares; 2025Q3: 3,347 shares; 2025Q4: 2,895 shares; 2026Q1: 4,388 shares 4,388 $1.12M 0.06% +1,493 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,700 shares; 2025Q2: not reported; 2025Q3: 9,015 shares; 2025Q4: 6,919 shares; 2026Q1: 9,337 shares 9,337 $1.12M 0.06% +2,418 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,449 shares; 2024Q4: 6,232 shares; 2025Q1: 6,232 shares; 2025Q2: 6,233 shares; 2025Q3: 6,158 shares; 2025Q4: 5,134 shares; 2026Q1: 8,125 shares 8,125 $1.1M 0.06% +2,991 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,958 shares; 2024Q4: 14,870 shares; 2025Q1: 13,852 shares; 2025Q2: 12,959 shares; 2025Q3: 13,386 shares; 2025Q4: 13,027 shares; 2026Q1: 13,703 shares 13,703 $1.1M 0.06% +676 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,504 shares; 2025Q1: 1,448 shares; 2025Q2: 1,523 shares; 2025Q3: 1,712 shares; 2025Q4: 2,170 shares; 2026Q1: 2,222 shares 2,222 $1.09M 0.06% +52 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: 53,763 shares; 2024Q4: 54,012 shares; 2025Q1: 53,772 shares; 2025Q2: 74,244 shares; 2025Q3: 86,186 shares; 2025Q4: 87,745 shares; 2026Q1: 22,629 shares 22,629 $1.09M 0.06% -65,116 Timeline SPTS 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: 27,137 shares; 2024Q4: 39,158 shares; 2025Q1: 37,261 shares; 2025Q2: 37,261 shares; 2025Q3: 35,031 shares; 2025Q4: 37,212 shares; 2026Q1: 37,212 shares 37,212 $1.09M 0.06% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,959 shares; 2025Q3: not reported; 2025Q4: 1,651 shares; 2026Q1: 7,550 shares 7,550 $1.08M 0.06% +5,899 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: 10,447 shares; 2024Q4: 9,982 shares; 2025Q1: 10,652 shares; 2025Q2: 11,180 shares; 2025Q3: 10,413 shares; 2025Q4: 10,033 shares; 2026Q1: 6,517 shares 6,517 $1.08M 0.06% -3,516 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,286 shares; 2025Q2: 18,395 shares; 2025Q3: 18,342 shares; 2025Q4: 19,342 shares; 2026Q1: 28,392 shares 28,392 $1.08M 0.06% +9,050 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 16,370 shares; 2025Q1: 20,020 shares; 2025Q2: 18,787 shares; 2025Q3: 62,662 shares; 2025Q4: 64,099 shares; 2026Q1: 21,505 shares 21,505 $1.07M 0.06% -42,594 Timeline SPMB 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: 14,569 shares; 2025Q2: 18,042 shares; 2025Q3: 20,699 shares; 2025Q4: 19,805 shares; 2026Q1: 47,929 shares 47,929 $1.07M 0.06% +28,124 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,721 shares; 2024Q4: 32,142 shares; 2025Q1: 31,575 shares; 2025Q2: 30,674 shares; 2025Q3: 29,504 shares; 2025Q4: 22,003 shares; 2026Q1: 20,322 shares 20,322 $1.07M 0.06% -1,681 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,369 shares; 2025Q1: 1,324 shares; 2025Q2: 1,223 shares; 2025Q3: 1,961 shares; 2025Q4: 1,333 shares; 2026Q1: 1,197 shares 1,197 $1.07M 0.06% -136 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: 5,942 shares; 2024Q4: 3,461 shares; 2025Q1: 3,520 shares; 2025Q2: 3,591 shares; 2025Q3: 3,630 shares; 2025Q4: 4,955 shares; 2026Q1: 3,651 shares 3,651 $1.07M 0.06% -1,304 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: 104,699 shares; 2024Q4: 82,760 shares; 2025Q1: 88,297 shares; 2025Q2: 93,548 shares; 2025Q3: 96,839 shares; 2025Q4: 112,590 shares; 2026Q1: 14,350 shares 14,350 $1.06M 0.06% -98,240 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: 5,391 shares; 2024Q4: 5,220 shares; 2025Q1: 5,195 shares; 2025Q2: 5,110 shares; 2025Q3: 6,016 shares; 2025Q4: 4,953 shares; 2026Q1: 2,696 shares 2,696 $1.06M 0.06% -2,257 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: 10,850 shares; 2024Q4: 11,308 shares; 2025Q1: 15,425 shares; 2025Q2: 64,333 shares; 2025Q3: 16,140 shares; 2025Q4: 13,478 shares; 2026Q1: 8,827 shares 8,827 $1.05M 0.05% -4,651 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,237 shares; 2024Q4: 3,415 shares; 2025Q1: 3,781 shares; 2025Q2: 3,771 shares; 2025Q3: 3,726 shares; 2025Q4: 3,811 shares; 2026Q1: 3,182 shares 3,182 $1.05M 0.05% -629 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: 1,884 shares; 2024Q4: 1,952 shares; 2025Q1: 1,968 shares; 2025Q2: 1,880 shares; 2025Q3: 1,895 shares; 2025Q4: 2,337 shares; 2026Q1: 1,943 shares 1,943 $1.05M 0.05% -394 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,850 shares; 2025Q2: 107,550 shares; 2025Q3: 107,710 shares; 2025Q4: 20,613 shares; 2026Q1: 21,250 shares 21,250 $1.04M 0.05% +637 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,408 shares; 2024Q4: 11,199 shares; 2025Q1: 8,362 shares; 2025Q2: 7,337 shares; 2025Q3: 7,103 shares; 2025Q4: 7,198 shares; 2026Q1: 11,745 shares 11,745 $1.03M 0.05% +4,547 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,260 shares; 2025Q3: 21,242 shares; 2025Q4: 21,387 shares; 2026Q1: 21,707 shares 21,707 $1.03M 0.05% +320 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: 5,885 shares; 2024Q4: 5,930 shares; 2025Q1: 5,762 shares; 2025Q2: 3,877 shares; 2025Q3: 4,081 shares; 2025Q4: 3,923 shares; 2026Q1: 3,950 shares 3,950 $1.03M 0.05% +27 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,714 shares; 2024Q4: 5,514 shares; 2025Q1: 5,514 shares; 2025Q2: 5,514 shares; 2025Q3: 5,514 shares; 2025Q4: 5,539 shares; 2026Q1: 5,412 shares 5,412 $1.03M 0.05% -127 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: 16,155 shares; 2024Q4: 16,316 shares; 2025Q1: 13,259 shares; 2025Q2: 12,896 shares; 2025Q3: 12,723 shares; 2025Q4: 13,666 shares; 2026Q1: 13,394 shares 13,394 $1.01M 0.05% -272 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,211 shares; 2025Q2: 56,776 shares; 2025Q3: 68,859 shares; 2025Q4: 59,832 shares; 2026Q1: 42,829 shares 42,829 $1.01M 0.05% -17,003 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: 278 shares; 2024Q4: 278 shares; 2025Q1: 294 shares; 2025Q2: 298 shares; 2025Q3: 293 shares; 2025Q4: 284 shares; 2026Q1: 298 shares 298 $1.01M 0.05% +14 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,485 shares; 2024Q4: 14,160 shares; 2025Q1: 14,696 shares; 2025Q2: 15,126 shares; 2025Q3: 16,904 shares; 2025Q4: 17,173 shares; 2026Q1: 12,959 shares 12,959 $999K 0.05% -4,214 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: 8,610 shares; 2024Q4: 16,585 shares; 2025Q1: 18,470 shares; 2025Q2: 8,291 shares; 2025Q3: 7,627 shares; 2025Q4: 6,714 shares; 2026Q1: 4,975 shares 4,975 $986K 0.05% -1,739 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,475 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,731 shares; 2025Q3: 18,642 shares; 2025Q4: 18,255 shares; 2026Q1: 21,074 shares 21,074 $984K 0.05% +2,819 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: 5,651 shares; 2024Q4: 5,683 shares; 2025Q1: 5,542 shares; 2025Q2: 5,982 shares; 2025Q3: 7,152 shares; 2025Q4: 5,844 shares; 2026Q1: 5,328 shares 5,328 $971K 0.05% -516 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 53,958 shares; 2026Q1: 51,425 shares 51,425 $970K 0.05% -2,533 Timeline INFQ INFLEQTION INC More: the full row for INFLEQTION 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: 98,100 shares 98,100 $962K 0.05% new Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,461 shares; 2025Q4: 33,990 shares; 2026Q1: 22,309 shares 22,309 $949K 0.05% -11,681 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,267 shares; 2024Q4: 4,368 shares; 2025Q1: 4,288 shares; 2025Q2: 4,058 shares; 2025Q3: 4,539 shares; 2025Q4: 4,524 shares; 2026Q1: 4,487 shares 4,487 $938K 0.05% -37 Timeline FNDX 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: 11,685 shares; 2024Q4: 31,929 shares; 2025Q1: 30,912 shares; 2025Q2: 36,067 shares; 2025Q3: 29,749 shares; 2025Q4: 38,140 shares; 2026Q1: 33,410 shares 33,410 $930K 0.05% -4,730 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,424 shares; 2024Q4: 3,092 shares; 2025Q1: 3,151 shares; 2025Q2: 2,925 shares; 2025Q3: 2,926 shares; 2025Q4: 2,774 shares; 2026Q1: 2,588 shares 2,588 $929K 0.05% -186 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,380 shares 5,380 $926K 0.05% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 6,411 shares; 2025Q1: 5,989 shares; 2025Q2: 3,888 shares; 2025Q3: 3,655 shares; 2025Q4: 3,394 shares; 2026Q1: 3,220 shares 3,220 $924K 0.05% -174 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: 18,607 shares; 2024Q4: 20,518 shares; 2025Q1: 17,333 shares; 2025Q2: 17,434 shares; 2025Q3: 18,358 shares; 2025Q4: 17,416 shares; 2026Q1: 17,413 shares 17,413 $920K 0.05% -3 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: 5,130 shares; 2024Q4: 5,430 shares; 2025Q1: 4,590 shares; 2025Q2: 4,376 shares; 2025Q3: 5,163 shares; 2025Q4: 5,161 shares; 2026Q1: 3,983 shares 3,983 $915K 0.05% -1,178 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: 2,198 shares; 2024Q4: 2,051 shares; 2025Q1: 1,910 shares; 2025Q2: 1,845 shares; 2025Q3: 1,555 shares; 2025Q4: 5,736 shares; 2026Q1: 8,678 shares 8,678 $907K 0.05% +2,942 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: 5,768 shares; 2024Q4: 9,452 shares; 2025Q1: 10,898 shares; 2025Q2: 16,754 shares; 2025Q3: 20,030 shares; 2025Q4: 21,530 shares; 2026Q1: 16,407 shares 16,407 $895K 0.05% -5,123 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: 60,731 shares; 2024Q4: 83,212 shares; 2025Q1: 24,995 shares; 2025Q2: 25,943 shares; 2025Q3: 29,033 shares; 2025Q4: 25,408 shares; 2026Q1: 13,645 shares 13,645 $889K 0.05% -11,763 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,367 shares; 2024Q4: 47,590 shares; 2025Q1: 19,420 shares; 2025Q2: 14,080 shares; 2025Q3: 10,014 shares; 2025Q4: 8,198 shares; 2026Q1: 17,936 shares 17,936 $888K 0.05% +9,738 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,411 shares; 2024Q4: 45,821 shares; 2025Q1: 38,761 shares; 2025Q2: 39,730 shares; 2025Q3: 59,353 shares; 2025Q4: 40,950 shares; 2026Q1: 23,067 shares 23,067 $886K 0.05% -17,883 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: 2,585 shares; 2024Q4: 2,585 shares; 2025Q1: 2,585 shares; 2025Q2: 2,585 shares; 2025Q3: 2,085 shares; 2025Q4: 7,732 shares; 2026Q1: 8,944 shares 8,944 $883K 0.05% +1,212 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,806 shares; 2024Q4: 13,549 shares; 2025Q1: 162,000 shares; 2025Q2: 70,602 shares; 2025Q3: 24,773 shares; 2025Q4: 21,970 shares; 2026Q1: 17,328 shares 17,328 $883K 0.05% -4,642 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144 shares; 2024Q4: 142 shares; 2025Q1: 142 shares; 2025Q2: 140 shares; 2025Q3: 139 shares; 2025Q4: 138 shares; 2026Q1: 133 shares 133 $876K 0.05% -5 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: 3,915 shares; 2024Q4: 4,353 shares; 2025Q1: 4,373 shares; 2025Q2: 3,831 shares; 2025Q3: 3,808 shares; 2025Q4: 3,079 shares; 2026Q1: 3,231 shares 3,231 $859K 0.05% +152 Timeline QTUM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,438 shares; 2025Q4: 10,521 shares; 2026Q1: 7,989 shares 7,989 $857K 0.04% -2,532 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,866 shares; 2024Q4: 6,947 shares; 2025Q1: 7,135 shares; 2025Q2: 7,102 shares; 2025Q3: 7,030 shares; 2025Q4: 7,165 shares; 2026Q1: 7,400 shares 7,400 $857K 0.04% +235 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,060 shares; 2026Q1: 2,437 shares 2,437 $856K 0.04% +1,377 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: 1,909 shares; 2024Q4: 1,836 shares; 2025Q1: 1,756 shares; 2025Q2: 12,479 shares; 2025Q3: 12,250 shares; 2025Q4: 11,402 shares; 2026Q1: 2,821 shares 2,821 $853K 0.04% -8,581 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,024 shares; 2025Q1: 2,002 shares; 2025Q2: 2,943 shares; 2025Q3: 2,974 shares; 2025Q4: 2,891 shares; 2026Q1: 2,906 shares 2,906 $848K 0.04% +15 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: 12,773 shares; 2024Q4: 12,406 shares; 2025Q1: 12,164 shares; 2025Q2: 12,218 shares; 2025Q3: 12,512 shares; 2025Q4: 12,137 shares; 2026Q1: 8,768 shares 8,768 $846K 0.04% -3,369 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: 1,753 shares; 2024Q4: 1,998 shares; 2025Q1: 1,767 shares; 2025Q2: 1,848 shares; 2025Q3: 1,777 shares; 2025Q4: 1,912 shares; 2026Q1: 1,801 shares 1,801 $830K 0.04% -111 Timeline DGT 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: 5,952 shares; 2025Q3: 5,749 shares; 2025Q4: 5,751 shares; 2026Q1: 4,883 shares 4,883 $828K 0.04% -868 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,220 shares; 2024Q4: 12,000 shares; 2025Q1: 15,690 shares; 2025Q2: 16,985 shares; 2025Q3: 18,720 shares; 2025Q4: 19,250 shares; 2026Q1: 32,220 shares 32,220 $821K 0.04% +12,970 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,683 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,392 shares 35,392 $811K 0.04% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,752 shares; 2024Q4: 31,752 shares; 2025Q1: 31,552 shares; 2025Q2: 31,552 shares; 2025Q3: 31,552 shares; 2025Q4: 31,552 shares; 2026Q1: 31,285 shares 31,285 $810K 0.04% -267 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,706 shares; 2024Q4: 4,821 shares; 2025Q1: 4,842 shares; 2025Q2: 4,909 shares; 2025Q3: 4,998 shares; 2025Q4: 4,891 shares; 2026Q1: 4,094 shares 4,094 $809K 0.04% -797 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,343 shares; 2024Q4: 2,475 shares; 2025Q1: 2,404 shares; 2025Q2: 2,422 shares; 2025Q3: 2,487 shares; 2025Q4: 2,382 shares; 2026Q1: 2,343 shares 2,343 $804K 0.04% -39 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: not reported; 2024Q4: not reported; 2025Q1: 5,707 shares; 2025Q2: 22,770 shares; 2025Q3: 19,577 shares; 2025Q4: 19,863 shares; 2026Q1: 17,526 shares 17,526 $804K 0.04% -2,337 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,136 shares; 2025Q1: 3,444 shares; 2025Q2: 7,055 shares; 2025Q3: 6,727 shares; 2025Q4: 7,599 shares; 2026Q1: 3,356 shares 3,356 $798K 0.04% -4,243 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: 1,961 shares; 2024Q4: 1,963 shares; 2025Q1: 2,594 shares; 2025Q2: 2,578 shares; 2025Q3: 2,578 shares; 2025Q4: 2,151 shares; 2026Q1: 1,605 shares 1,605 $796K 0.04% -546 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,927 shares; 2024Q4: 5,824 shares; 2025Q1: 3,940 shares; 2025Q2: 3,586 shares; 2025Q3: 3,242 shares; 2025Q4: 3,230 shares; 2026Q1: 3,271 shares 3,271 $795K 0.04% +41 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS 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: 2,169 shares; 2025Q3: 2,131 shares; 2025Q4: 18,036 shares; 2026Q1: 5,812 shares 5,812 $793K 0.04% -12,224 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,536 shares 12,536 $792K 0.04% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,929 shares; 2024Q4: 28,970 shares; 2025Q1: 16,645 shares; 2025Q2: 16,645 shares; 2025Q3: 16,545 shares; 2025Q4: 16,488 shares; 2026Q1: 14,171 shares 14,171 $791K 0.04% -2,317 Timeline VNQI 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: 12,420 shares; 2024Q4: 15,148 shares; 2025Q1: 15,162 shares; 2025Q2: 14,520 shares; 2025Q3: 14,703 shares; 2025Q4: 15,208 shares; 2026Q1: 17,436 shares 17,436 $775K 0.04% +2,228 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,300 shares; 2024Q4: 13,300 shares; 2025Q1: 13,300 shares; 2025Q2: 13,300 shares; 2025Q3: 13,150 shares; 2025Q4: 13,150 shares; 2026Q1: 13,150 shares 13,150 $773K 0.04% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,522 shares; 2025Q1: 3,073 shares; 2025Q2: 3,376 shares; 2025Q3: 3,517 shares; 2025Q4: 4,621 shares; 2026Q1: 6,894 shares 6,894 $773K 0.04% +2,273 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: 48,560 shares; 2024Q4: 46,909 shares; 2025Q1: 13,585 shares; 2025Q2: 44,547 shares; 2025Q3: 47,660 shares; 2025Q4: 24,865 shares; 2026Q1: 6,730 shares 6,730 $763K 0.04% -18,135 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: 8,611 shares; 2024Q4: 8,256 shares; 2025Q1: 75,163 shares; 2025Q2: 9,363 shares; 2025Q3: 9,324 shares; 2025Q4: 9,179 shares; 2026Q1: 14,833 shares 14,833 $762K 0.04% +5,654 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,705 shares; 2026Q1: 12,314 shares 12,314 $762K 0.04% -2,391 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,154 shares; 2024Q4: 3,851 shares; 2025Q1: 3,773 shares; 2025Q2: 4,150 shares; 2025Q3: 5,152 shares; 2025Q4: 3,794 shares; 2026Q1: 3,619 shares 3,619 $760K 0.04% -175 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,880 shares; 2025Q2: 7,603 shares; 2025Q3: 12,791 shares; 2025Q4: 12,731 shares; 2026Q1: 11,748 shares 11,748 $759K 0.04% -983 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,983 shares; 2025Q3: 2,998 shares; 2025Q4: 2,653 shares; 2026Q1: 6,471 shares 6,471 $757K 0.04% +3,818 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,067 shares; 2025Q1: 2,847 shares; 2025Q2: 2,752 shares; 2025Q3: 2,745 shares; 2025Q4: 2,736 shares; 2026Q1: 2,786 shares 2,786 $755K 0.04% +50 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 8,149 shares; 2025Q1: 3,815 shares; 2025Q2: 76,903 shares; 2025Q3: 47,828 shares; 2025Q4: 40,579 shares; 2026Q1: 7,616 shares 7,616 $754K 0.04% -32,963 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: 5,103 shares; 2024Q4: 5,126 shares; 2025Q1: 4,917 shares; 2025Q2: 3,017 shares; 2025Q3: 3,019 shares; 2025Q4: 3,629 shares; 2026Q1: 3,709 shares 3,709 $754K 0.04% +80 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: 14,680 shares; 2024Q4: 14,402 shares; 2025Q1: 16,237 shares; 2025Q2: 16,608 shares; 2025Q3: 18,310 shares; 2025Q4: 14,731 shares; 2026Q1: 14,469 shares 14,469 $753K 0.04% -262 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,005 shares; 2024Q4: 25,702 shares; 2025Q1: 27,738 shares; 2025Q2: 23,753 shares; 2025Q3: 22,765 shares; 2025Q4: 10,887 shares; 2026Q1: 10,651 shares 10,651 $749K 0.04% -236 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 310 shares; 2025Q3: 869 shares; 2025Q4: 834 shares; 2026Q1: 682 shares 682 $746K 0.04% -152 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: 5,301 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,362 shares; 2025Q4: 24,872 shares; 2026Q1: 2,513 shares 2,513 $745K 0.04% -22,359 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: 5,024 shares; 2024Q4: 5,024 shares; 2025Q1: 5,007 shares; 2025Q2: 5,013 shares; 2025Q3: 5,853 shares; 2025Q4: 4,553 shares; 2026Q1: 5,423 shares 5,423 $744K 0.04% +870 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: not reported; 2024Q4: 5,502 shares; 2025Q1: not reported; 2025Q2: 68,620 shares; 2025Q3: 65,178 shares; 2025Q4: 63,467 shares; 2026Q1: 13,014 shares 13,014 $739K 0.04% -50,453 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,646 shares; 2024Q4: 2,474 shares; 2025Q1: 2,627 shares; 2025Q2: 2,697 shares; 2025Q3: 2,793 shares; 2025Q4: 2,603 shares; 2026Q1: 2,517 shares 2,517 $731K 0.04% -86 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,341 shares; 2026Q1: 15,216 shares 15,216 $729K 0.04% +7,875 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,040 shares; 2025Q2: 21,571 shares; 2025Q3: 27,182 shares; 2025Q4: 32,204 shares; 2026Q1: 25,735 shares 25,735 $726K 0.04% -6,469 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,903 shares; 2024Q4: 7,721 shares; 2025Q1: 7,842 shares; 2025Q2: 6,892 shares; 2025Q3: 6,785 shares; 2025Q4: 6,726 shares; 2026Q1: 6,415 shares 6,415 $726K 0.04% -311 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,786 shares; 2024Q4: 4,844 shares; 2025Q1: 5,349 shares; 2025Q2: 5,440 shares; 2025Q3: 5,043 shares; 2025Q4: 4,367 shares; 2026Q1: 4,176 shares 4,176 $724K 0.04% -191 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING 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: 10,129 shares; 2026Q1: 20,529 shares 20,529 $723K 0.04% +10,400 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,909 shares; 2025Q2: 10,204 shares; 2025Q3: 14,473 shares; 2025Q4: 11,355 shares; 2026Q1: 23,402 shares 23,402 $720K 0.04% +12,047 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,368 shares; 2025Q3: 4,717 shares; 2025Q4: 3,794 shares; 2026Q1: 1,959 shares 1,959 $720K 0.04% -1,835 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: 1,330 shares; 2024Q4: 1,354 shares; 2025Q1: 1,377 shares; 2025Q2: 1,440 shares; 2025Q3: 1,416 shares; 2025Q4: 1,408 shares; 2026Q1: 1,377 shares 1,377 $720K 0.04% -31 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: 1,537 shares; 2024Q4: 1,765 shares; 2025Q1: 1,989 shares; 2025Q2: 1,872 shares; 2025Q3: 2,757 shares; 2025Q4: 10,156 shares; 2026Q1: 2,084 shares 2,084 $719K 0.04% -8,072 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,881 shares; 2024Q4: 82,573 shares; 2025Q1: 84,130 shares; 2025Q2: 74,591 shares; 2025Q3: 58,763 shares; 2025Q4: not reported; 2026Q1: 12,058 shares 12,058 $712K 0.04% new Timeline IYR 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: 23,008 shares; 2024Q4: 15,489 shares; 2025Q1: 16,440 shares; 2025Q2: 17,496 shares; 2025Q3: 14,707 shares; 2025Q4: 13,272 shares; 2026Q1: 7,503 shares 7,503 $709K 0.04% -5,769 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,671 shares; 2025Q2: 6,892 shares; 2025Q3: 6,945 shares; 2025Q4: 6,251 shares; 2026Q1: 18,605 shares 18,605 $707K 0.04% +12,354 Timeline CLOX SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,151 shares; 2026Q1: 27,584 shares 27,584 $705K 0.04% +14,433 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,688 shares; 2025Q2: 14,999 shares; 2025Q3: 9,469 shares; 2025Q4: 12,353 shares; 2026Q1: 31,624 shares 31,624 $702K 0.04% +19,271 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,019 shares; 2025Q3: 37,306 shares; 2025Q4: 36,178 shares; 2026Q1: 27,347 shares 27,347 $699K 0.04% -8,831 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: 507 shares; 2024Q4: 1,026 shares; 2025Q1: 901 shares; 2025Q2: 859 shares; 2025Q3: 884 shares; 2025Q4: 845 shares; 2026Q1: 523 shares 523 $691K 0.04% -322 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,250 shares; 2025Q3: 4,680 shares; 2025Q4: 4,273 shares; 2026Q1: 5,275 shares 5,275 $691K 0.04% +1,002 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,799 shares; 2024Q4: 43,628 shares; 2025Q1: 47,125 shares; 2025Q2: 42,728 shares; 2025Q3: 54,046 shares; 2025Q4: 53,456 shares; 2026Q1: 33,790 shares 33,790 $688K 0.04% -19,666 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: 39,149 shares; 2024Q4: 38,188 shares; 2025Q1: 7,592 shares; 2025Q2: 7,879 shares; 2025Q3: 8,270 shares; 2025Q4: 8,019 shares; 2026Q1: 7,037 shares 7,037 $687K 0.04% -982 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: 7,199 shares; 2024Q4: 5,950 shares; 2025Q1: 5,269 shares; 2025Q2: 5,813 shares; 2025Q3: 7,661 shares; 2025Q4: 7,640 shares; 2026Q1: 5,463 shares 5,463 $685K 0.04% -2,177 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,541 shares; 2024Q4: 6,460 shares; 2025Q1: not reported; 2025Q2: 75,519 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,294 shares 6,294 $684K 0.04% new Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,781 shares; 2024Q4: 5,711 shares; 2025Q1: 5,109 shares; 2025Q2: 4,821 shares; 2025Q3: 4,529 shares; 2025Q4: 8,348 shares; 2026Q1: 6,981 shares 6,981 $683K 0.04% -1,367 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly 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: 71,015 shares 71,015 $682K 0.04% new Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,132 shares; 2025Q1: 23,298 shares; 2025Q2: 34,922 shares; 2025Q3: 57,265 shares; 2025Q4: 60,405 shares; 2026Q1: 35,863 shares 35,863 $681K 0.04% -24,542 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: 18,622 shares; 2024Q4: 12,135 shares; 2025Q1: 12,905 shares; 2025Q2: 12,676 shares; 2025Q3: 14,245 shares; 2025Q4: 15,032 shares; 2026Q1: 9,402 shares 9,402 $676K 0.04% -5,630 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,334 shares; 2024Q4: 14,330 shares; 2025Q1: 59,710 shares; 2025Q2: 53,987 shares; 2025Q3: 53,033 shares; 2025Q4: 51,254 shares; 2026Q1: 12,424 shares 12,424 $673K 0.04% -38,830 Timeline FTQI 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: 11,458 shares; 2025Q2: 25,501 shares; 2025Q3: 23,596 shares; 2025Q4: 21,794 shares; 2026Q1: 33,558 shares 33,558 $668K 0.04% +11,764 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: 3,753 shares; 2024Q4: 3,080 shares; 2025Q1: 2,156 shares; 2025Q2: 2,080 shares; 2025Q3: 2,851 shares; 2025Q4: 2,174 shares; 2026Q1: 1,481 shares 1,481 $661K 0.03% -693 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: 5,235 shares; 2024Q4: 4,400 shares; 2025Q1: 3,995 shares; 2025Q2: 4,509 shares; 2025Q3: 3,193 shares; 2025Q4: 3,100 shares; 2026Q1: 3,014 shares 3,014 $659K 0.03% -86 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 5,421 shares; 2025Q1: 5,612 shares; 2025Q2: 5,810 shares; 2025Q3: 5,695 shares; 2025Q4: 5,519 shares; 2026Q1: 5,459 shares 5,459 $652K 0.03% -60 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285 shares; 2024Q4: 281 shares; 2025Q1: 242 shares; 2025Q2: 249 shares; 2025Q3: 274 shares; 2025Q4: not reported; 2026Q1: 594 shares 594 $648K 0.03% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,185 shares; 2024Q4: 148,001 shares; 2025Q1: 26,083 shares; 2025Q2: 27,655 shares; 2025Q3: 16,572 shares; 2025Q4: 15,246 shares; 2026Q1: 15,841 shares 15,841 $647K 0.03% +595 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 3,409 shares; 2025Q1: 2,666 shares; 2025Q2: 4,440 shares; 2025Q3: 2,850 shares; 2025Q4: 2,151 shares; 2026Q1: 2,125 shares 2,125 $646K 0.03% -26 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: 197 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 828 shares 828 $639K 0.03% new 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: 12,571 shares; 2024Q4: 14,495 shares; 2025Q1: 13,109 shares; 2025Q2: 11,130 shares; 2025Q3: 14,152 shares; 2025Q4: 14,618 shares; 2026Q1: 6,434 shares 6,434 $633K 0.03% -8,184 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,044 shares; 2024Q4: 15,849 shares; 2025Q1: 76,807 shares; 2025Q2: 18,472 shares; 2025Q3: 16,958 shares; 2025Q4: 13,966 shares; 2026Q1: 12,800 shares 12,800 $627K 0.03% -1,166 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,445 shares; 2024Q4: 10,338 shares; 2025Q1: 10,421 shares; 2025Q2: 11,245 shares; 2025Q3: 11,050 shares; 2025Q4: 11,010 shares; 2026Q1: 9,665 shares 9,665 $626K 0.03% -1,345 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,032 shares; 2024Q4: 11,081 shares; 2025Q1: 11,775 shares; 2025Q2: 9,771 shares; 2025Q3: 11,021 shares; 2025Q4: 10,647 shares; 2026Q1: 10,610 shares 10,610 $624K 0.03% -37 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,395 shares; 2025Q1: 1,384 shares; 2025Q2: 1,485 shares; 2025Q3: 1,466 shares; 2025Q4: 1,439 shares; 2026Q1: 1,396 shares 1,396 $620K 0.03% -43 Timeline ICF 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: 9,528 shares; 2024Q4: 9,714 shares; 2025Q1: 9,426 shares; 2025Q2: 9,426 shares; 2025Q3: 9,597 shares; 2025Q4: 10,105 shares; 2026Q1: 10,002 shares 10,002 $619K 0.03% -103 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,762 shares; 2025Q1: 1,847 shares; 2025Q2: 1,662 shares; 2025Q3: 1,662 shares; 2025Q4: 1,559 shares; 2026Q1: 2,156 shares 2,156 $609K 0.03% +597 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,013 shares; 2024Q4: 3,095 shares; 2025Q1: 3,107 shares; 2025Q2: 3,111 shares; 2025Q3: 3,045 shares; 2025Q4: 2,860 shares; 2026Q1: 2,866 shares 2,866 $608K 0.03% +6 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,465 shares; 2024Q4: 5,233 shares; 2025Q1: 5,099 shares; 2025Q2: 5,146 shares; 2025Q3: 5,178 shares; 2025Q4: 5,675 shares; 2026Q1: 5,690 shares 5,690 $607K 0.03% +15 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: 54,340 shares; 2024Q4: 50,290 shares; 2025Q1: 45,803 shares; 2025Q2: 41,009 shares; 2025Q3: 37,913 shares; 2025Q4: 23,869 shares; 2026Q1: 21,083 shares 21,083 $605K 0.03% -2,786 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,142 shares; 2025Q3: 2,919 shares; 2025Q4: 4,862 shares; 2026Q1: 2,471 shares 2,471 $603K 0.03% -2,391 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: 3,463 shares; 2024Q4: 3,134 shares; 2025Q1: 3,211 shares; 2025Q2: 3,224 shares; 2025Q3: 26,514 shares; 2025Q4: 24,729 shares; 2026Q1: 4,593 shares 4,593 $602K 0.03% -20,136 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 56,657 shares; 2025Q2: 91,667 shares; 2025Q3: 91,774 shares; 2025Q4: 15,771 shares; 2026Q1: 19,356 shares 19,356 $596K 0.03% +3,585 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,789 shares; 2024Q4: 12,783 shares; 2025Q1: 12,783 shares; 2025Q2: 12,783 shares; 2025Q3: 12,803 shares; 2025Q4: 12,611 shares; 2026Q1: 12,411 shares 12,411 $595K 0.03% -200 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: 23,142 shares; 2024Q4: 20,843 shares; 2025Q1: 18,745 shares; 2025Q2: 16,483 shares; 2025Q3: 16,073 shares; 2025Q4: 14,825 shares; 2026Q1: 12,620 shares 12,620 $594K 0.03% -2,205 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: not reported; 2024Q4: 3,386 shares; 2025Q1: 5,037 shares; 2025Q2: 5,302 shares; 2025Q3: 5,352 shares; 2025Q4: 5,442 shares; 2026Q1: 6,409 shares 6,409 $583K 0.03% +967 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,059 shares; 2024Q4: 8,846 shares; 2025Q1: 9,477 shares; 2025Q2: 7,518 shares; 2025Q3: 7,360 shares; 2025Q4: 7,025 shares; 2026Q1: 8,525 shares 8,525 $582K 0.03% +1,500 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,137 shares; 2024Q4: 3,772 shares; 2025Q1: 3,808 shares; 2025Q2: 3,685 shares; 2025Q3: 3,618 shares; 2025Q4: 3,428 shares; 2026Q1: 2,914 shares 2,914 $578K 0.03% -514 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,688 shares; 2026Q1: 4,968 shares 4,968 $571K 0.03% +2,280 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,244 shares; 2025Q4: 11,364 shares; 2026Q1: 11,525 shares 11,525 $569K 0.03% +161 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,167 shares 9,167 $568K 0.03% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,724 shares; 2024Q4: 41,071 shares; 2025Q1: 40,001 shares; 2025Q2: 105,072 shares; 2025Q3: 105,565 shares; 2025Q4: 96,253 shares; 2026Q1: 27,469 shares 27,469 $561K 0.03% -68,784 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,371 shares; 2026Q1: 7,786 shares 7,786 $558K 0.03% +1,415 Timeline SCHP 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: 7,061 shares; 2024Q4: 14,637 shares; 2025Q1: 15,435 shares; 2025Q2: 76,249 shares; 2025Q3: 70,085 shares; 2025Q4: 74,632 shares; 2026Q1: 20,579 shares 20,579 $548K 0.03% -54,053 Timeline QLTA 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: 123,791 shares; 2024Q4: 74,337 shares; 2025Q1: 87,383 shares; 2025Q2: 96,290 shares; 2025Q3: 96,626 shares; 2025Q4: 25,513 shares; 2026Q1: 11,268 shares 11,268 $536K 0.03% -14,245 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: 16,805 shares; 2026Q1: 21,405 shares 21,405 $535K 0.03% +4,600 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,494 shares; 2025Q1: not reported; 2025Q2: 21,107 shares; 2025Q3: 25,371 shares; 2025Q4: 12,818 shares; 2026Q1: 3,697 shares 3,697 $535K 0.03% -9,121 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,842 shares; 2025Q3: 9,972 shares; 2025Q4: 11,980 shares; 2026Q1: 8,073 shares 8,073 $533K 0.03% -3,907 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,442 shares; 2024Q4: 5,206 shares; 2025Q1: 5,957 shares; 2025Q2: 4,088 shares; 2025Q3: 4,575 shares; 2025Q4: 4,633 shares; 2026Q1: 4,018 shares 4,018 $531K 0.03% -615 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,239 shares; 2024Q4: 2,623 shares; 2025Q1: 2,094 shares; 2025Q2: 2,963 shares; 2025Q3: 3,373 shares; 2025Q4: 2,753 shares; 2026Q1: 2,683 shares 2,683 $529K 0.03% -70 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: 10,050 shares; 2024Q4: 10,050 shares; 2025Q1: 10,050 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 10,050 shares; 2026Q1: 10,050 shares 10,050 $528K 0.03% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,959 shares; 2026Q1: 13,735 shares 13,735 $528K 0.03% +6,776 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,338 shares; 2024Q4: not reported; 2025Q1: 7,028 shares; 2025Q2: 2,912 shares; 2025Q3: 3,050 shares; 2025Q4: 3,765 shares; 2026Q1: 4,834 shares 4,834 $523K 0.03% +1,069 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: 51,020 shares; 2024Q4: 44,828 shares; 2025Q1: 38,469 shares; 2025Q2: 36,202 shares; 2025Q3: 36,074 shares; 2025Q4: 26,116 shares; 2026Q1: 19,002 shares 19,002 $522K 0.03% -7,114 Timeline LMBS 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: 25,852 shares; 2024Q4: 20,606 shares; 2025Q1: 19,029 shares; 2025Q2: 69,401 shares; 2025Q3: 67,992 shares; 2025Q4: 8,482 shares; 2026Q1: 10,454 shares 10,454 $521K 0.03% +1,972 Timeline SPIB 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: 22,435 shares; 2024Q4: 22,232 shares; 2025Q1: 21,926 shares; 2025Q2: 19,517 shares; 2025Q3: 19,478 shares; 2025Q4: 16,382 shares; 2026Q1: 15,513 shares 15,513 $520K 0.03% -869 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,736 shares; 2024Q4: 14,486 shares; 2025Q1: 14,486 shares; 2025Q2: 14,930 shares; 2025Q3: 14,630 shares; 2025Q4: 71,685 shares; 2026Q1: 15,020 shares 15,020 $517K 0.03% -56,665 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,732 shares; 2025Q1: 2,055 shares; 2025Q2: 2,104 shares; 2025Q3: 2,095 shares; 2025Q4: 2,034 shares; 2026Q1: 2,061 shares 2,061 $512K 0.03% +27 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: 5,384 shares; 2024Q4: 5,223 shares; 2025Q1: 4,840 shares; 2025Q2: 4,842 shares; 2025Q3: 5,341 shares; 2025Q4: 4,396 shares; 2026Q1: 3,186 shares 3,186 $509K 0.03% -1,210 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,325 shares 6,325 $506K 0.03% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,441 shares; 2025Q1: 1,017 shares; 2025Q2: 1,209 shares; 2025Q3: 1,337 shares; 2025Q4: 1,100 shares; 2026Q1: 1,171 shares 1,171 $506K 0.03% +71 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: 8,699 shares; 2024Q4: 8,798 shares; 2025Q1: 8,811 shares; 2025Q2: 8,602 shares; 2025Q3: 11,049 shares; 2025Q4: 8,508 shares; 2026Q1: 8,501 shares 8,501 $506K 0.03% -7 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: 34,861 shares; 2025Q2: 35,877 shares; 2025Q3: 23,883 shares; 2025Q4: 25,993 shares; 2026Q1: 21,081 shares 21,081 $503K 0.03% -4,912 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,171 shares; 2024Q4: 6,041 shares; 2025Q1: 6,303 shares; 2025Q2: 7,179 shares; 2025Q3: 28,526 shares; 2025Q4: 27,451 shares; 2026Q1: 4,840 shares 4,840 $501K 0.03% -22,611 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,315 shares; 2025Q4: 4,204 shares; 2026Q1: 3,690 shares 3,690 $500K 0.03% -514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,737 shares; 2025Q3: 9,762 shares; 2025Q4: 9,250 shares; 2026Q1: 10,374 shares 10,374 $493K 0.03% +1,124 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,046 shares; 2024Q4: 13,235 shares; 2025Q1: 16,430 shares; 2025Q2: 15,676 shares; 2025Q3: 16,007 shares; 2025Q4: 15,623 shares; 2026Q1: 21,879 shares 21,879 $492K 0.03% +6,256 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 4,918 shares; 2025Q1: 4,962 shares; 2025Q2: 5,010 shares; 2025Q3: 5,065 shares; 2025Q4: 4,947 shares; 2026Q1: 4,822 shares 4,822 $485K 0.03% -125 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,250 shares; 2024Q4: 78,210 shares; 2025Q1: 14,513 shares; 2025Q2: 14,250 shares; 2025Q3: 14,250 shares; 2025Q4: 13,450 shares; 2026Q1: 13,450 shares 13,450 $483K 0.03% 0 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 14,915 shares; 2025Q1: 13,524 shares; 2025Q2: 13,473 shares; 2025Q3: 13,153 shares; 2025Q4: 13,146 shares; 2026Q1: 13,260 shares 13,260 $482K 0.03% +114 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,386 shares; 2024Q4: 15,730 shares; 2025Q1: 6,594 shares; 2025Q2: 2,337 shares; 2025Q3: 2,239 shares; 2025Q4: 3,197 shares; 2026Q1: 2,229 shares 2,229 $476K 0.02% -968 Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,509 shares 9,509 $475K 0.02% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 22,432 shares; 2025Q1: 22,025 shares; 2025Q2: 23,283 shares; 2025Q3: 22,772 shares; 2025Q4: 21,571 shares; 2026Q1: 22,925 shares 22,925 $475K 0.02% +1,354 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,055 shares; 2025Q2: 6,180 shares; 2025Q3: 6,365 shares; 2025Q4: 7,625 shares; 2026Q1: 8,525 shares 8,525 $474K 0.02% +900 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: not reported; 2024Q4: not reported; 2025Q1: 4,206 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,769 shares; 2026Q1: 7,258 shares 7,258 $472K 0.02% -511 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884 shares; 2024Q4: 804 shares; 2025Q1: 742 shares; 2025Q2: 1,041 shares; 2025Q3: 992 shares; 2025Q4: 877 shares; 2026Q1: 981 shares 981 $471K 0.02% +104 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: 3,053 shares; 2024Q4: 2,928 shares; 2025Q1: 2,778 shares; 2025Q2: 2,907 shares; 2025Q3: 3,561 shares; 2025Q4: 2,445 shares; 2026Q1: 2,307 shares 2,307 $470K 0.02% -138 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,274 shares; 2025Q4: 20,102 shares; 2026Q1: 29,579 shares 29,579 $468K 0.02% +9,477 Timeline TDI TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE 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: 11,337 shares 11,337 $468K 0.02% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,765 shares; 2025Q1: 11,064 shares; 2025Q2: 11,776 shares; 2025Q3: 15,654 shares; 2025Q4: 15,091 shares; 2026Q1: 13,836 shares 13,836 $464K 0.02% -1,255 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM 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: 11,702 shares; 2026Q1: 13,788 shares 13,788 $463K 0.02% +2,086 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,275 shares; 2024Q4: 11,673 shares; 2025Q1: 12,271 shares; 2025Q2: 14,155 shares; 2025Q3: 14,346 shares; 2025Q4: 13,295 shares; 2026Q1: 12,832 shares 12,832 $463K 0.02% -463 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares 2,320 $458K 0.02% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,958 shares; 2024Q4: 4,033 shares; 2025Q1: 3,356 shares; 2025Q2: 4,886 shares; 2025Q3: 5,259 shares; 2025Q4: 4,682 shares; 2026Q1: 4,651 shares 4,651 $452K 0.02% -31 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 2,277 shares; 2025Q1: 1,891 shares; 2025Q2: 1,840 shares; 2025Q3: 1,836 shares; 2025Q4: 1,811 shares; 2026Q1: 1,811 shares 1,811 $451K 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,670 shares; 2024Q4: 1,559 shares; 2025Q1: 1,562 shares; 2025Q2: 1,559 shares; 2025Q3: 1,432 shares; 2025Q4: 1,446 shares; 2026Q1: 1,412 shares 1,412 $449K 0.02% -34 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,873 shares; 2024Q4: 6,540 shares; 2025Q1: 6,836 shares; 2025Q2: 6,883 shares; 2025Q3: 7,574 shares; 2025Q4: 7,536 shares; 2026Q1: 7,122 shares 7,122 $447K 0.02% -414 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 666 shares; 2025Q1: 185 shares; 2025Q2: 364 shares; 2025Q3: 558 shares; 2025Q4: 312 shares; 2026Q1: 257 shares 257 $445K 0.02% -55 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,660 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,517 shares; 2025Q4: not reported; 2026Q1: 6,004 shares 6,004 $436K 0.02% new Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,788 shares; 2026Q1: 18,723 shares 18,723 $435K 0.02% +1,935 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,107 shares; 2025Q1: not reported; 2025Q2: 24,676 shares; 2025Q3: 23,963 shares; 2025Q4: 22,188 shares; 2026Q1: 3,439 shares 3,439 $435K 0.02% -18,749 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: 2,349 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,663 shares; 2025Q3: 2,672 shares; 2025Q4: 2,038 shares; 2026Q1: 2,820 shares 2,820 $431K 0.02% +782 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,878 shares 4,878 $424K 0.02% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,449 shares; 2024Q4: 10,449 shares; 2025Q1: 10,689 shares; 2025Q2: 10,449 shares; 2025Q3: 10,249 shares; 2025Q4: 11,249 shares; 2026Q1: 11,259 shares 11,259 $422K 0.02% +10 Timeline QID PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,538 shares; 2025Q4: not reported; 2026Q1: 18,587 shares 18,587 $421K 0.02% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,173 shares; 2024Q4: 6,171 shares; 2025Q1: 6,171 shares; 2025Q2: 5,816 shares; 2025Q3: 5,823 shares; 2025Q4: 5,508 shares; 2026Q1: 5,371 shares 5,371 $421K 0.02% -137 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,673 shares; 2024Q4: 45,129 shares; 2025Q1: 2,608 shares; 2025Q2: 21,240 shares; 2025Q3: 18,694 shares; 2025Q4: 3,596 shares; 2026Q1: 2,796 shares 2,796 $420K 0.02% -800 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 72,605 shares; 2025Q1: 14,105 shares; 2025Q2: 118,255 shares; 2025Q3: 43,000 shares; 2025Q4: not reported; 2026Q1: 19,516 shares 19,516 $419K 0.02% new Timeline EFAV 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: 4,443 shares; 2024Q4: 4,449 shares; 2025Q1: 4,407 shares; 2025Q2: 4,463 shares; 2025Q3: 4,415 shares; 2025Q4: 4,445 shares; 2026Q1: 4,574 shares 4,574 $418K 0.02% +129 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 980 shares; 2024Q4: 994 shares; 2025Q1: 1,002 shares; 2025Q2: 1,457 shares; 2025Q3: 1,448 shares; 2025Q4: 1,444 shares; 2026Q1: 1,276 shares 1,276 $416K 0.02% -168 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: 2,640 shares; 2024Q4: 2,945 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,205 shares; 2025Q4: 4,124 shares; 2026Q1: 3,731 shares 3,731 $409K 0.02% -393 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,894 shares; 2025Q1: 44,701 shares; 2025Q2: 55,219 shares; 2025Q3: 70,568 shares; 2025Q4: 72,452 shares; 2026Q1: 70,361 shares 70,361 $407K 0.02% -2,091 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,909 shares; 2024Q4: 18,084 shares; 2025Q1: 17,991 shares; 2025Q2: 16,558 shares; 2025Q3: 16,953 shares; 2025Q4: 16,670 shares; 2026Q1: 16,280 shares 16,280 $406K 0.02% -390 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,965 shares; 2024Q4: 9,089 shares; 2025Q1: 9,714 shares; 2025Q2: 8,800 shares; 2025Q3: 9,743 shares; 2025Q4: 8,538 shares; 2026Q1: 7,227 shares 7,227 $399K 0.02% -1,311 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,038 shares 5,038 $399K 0.02% new Timeline