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: 3,150 shares; 2024Q4: 7,783 shares; 2025Q1: 173,093 shares; 2025Q2: 163,812 shares; 2025Q3: 165,364 shares; 2025Q4: 167,456 shares; 2026Q1: 161,223 shares 161,223 $51.7M 5.85% -6,233 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,839 shares; 2025Q3: 281,812 shares; 2025Q4: 306,818 shares; 2026Q1: 310,790 shares 310,790 $34.8M 3.94% +3,972 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: 260,160 shares; 2024Q4: 1,030,684 shares; 2025Q1: 776,469 shares; 2025Q2: 907,822 shares; 2025Q3: 979,044 shares; 2025Q4: 1,032,830 shares; 2026Q1: 996,818 shares 996,818 $29M 3.28% -36,012 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: 4,697 shares; 2024Q4: 4,757 shares; 2025Q1: 183,758 shares; 2025Q2: 446,144 shares; 2025Q3: 186,229 shares; 2025Q4: 437,929 shares; 2026Q1: 424,139 shares 424,139 $27.2M 3.07% -13,790 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: 211,577 shares; 2024Q4: 29,191 shares; 2025Q1: 29,364 shares; 2025Q2: 25,676 shares; 2025Q3: 30,243 shares; 2025Q4: 145,583 shares; 2026Q1: 195,993 shares 195,993 $21.4M 2.42% +50,410 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,296 shares; 2024Q4: 90,986 shares; 2025Q1: 77,355 shares; 2025Q2: 25,228 shares; 2025Q3: 27,259 shares; 2025Q4: 25,825 shares; 2026Q1: 32,632 shares 32,632 $21.3M 2.41% +6,807 Timeline IUSB 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: 988,793 shares; 2024Q4: 905,381 shares; 2025Q1: 565,864 shares; 2025Q2: 596,256 shares; 2025Q3: 493,681 shares; 2025Q4: 453,941 shares; 2026Q1: 441,757 shares 441,757 $20.4M 2.31% -12,184 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: 215,479 shares; 2024Q4: 433,929 shares; 2025Q1: 595,867 shares; 2025Q2: 628,536 shares; 2025Q3: 719,602 shares; 2025Q4: 747,274 shares; 2026Q1: 746,237 shares 746,237 $18.5M 2.09% -1,037 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: 7,387 shares; 2024Q4: 225,652 shares; 2025Q1: 241,825 shares; 2025Q2: 3,633 shares; 2025Q3: 203,367 shares; 2025Q4: 214,496 shares; 2026Q1: 231,224 shares 231,224 $18.4M 2.08% +16,728 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: 240,809 shares; 2024Q4: 208,833 shares; 2025Q1: 221,425 shares; 2025Q2: 18,706 shares; 2025Q3: 189,691 shares; 2025Q4: 199,758 shares; 2026Q1: 191,589 shares 191,589 $18M 2.03% -8,169 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: 138,773 shares; 2024Q4: 17,476 shares; 2025Q1: 10,491 shares; 2025Q2: 10,758 shares; 2025Q3: 14,298 shares; 2025Q4: 14,751 shares; 2026Q1: 91,317 shares 91,317 $17.9M 2.03% +76,566 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 304,697 shares; 2025Q3: 325,286 shares; 2025Q4: 351,569 shares; 2026Q1: 369,306 shares 369,306 $17.4M 1.97% +17,737 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 453,247 shares; 2025Q2: 339,818 shares; 2025Q3: 334,458 shares; 2025Q4: 326,536 shares; 2026Q1: 303,916 shares 303,916 $16M 1.81% -22,620 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: 60,440 shares; 2024Q4: 63,814 shares; 2025Q1: 53,178 shares; 2025Q2: 69,007 shares; 2025Q3: 71,235 shares; 2025Q4: 91,822 shares; 2026Q1: 73,869 shares 73,869 $15.6M 1.76% -17,953 Timeline FRDM 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: not reported; 2025Q2: 371,681 shares; 2025Q3: 358,455 shares; 2025Q4: 323,659 shares; 2026Q1: 276,703 shares 276,703 $15.1M 1.71% -46,956 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: 69,718 shares; 2024Q4: 74,602 shares; 2025Q1: 78,688 shares; 2025Q2: 175,167 shares; 2025Q3: 190,968 shares; 2025Q4: 237,012 shares; 2026Q1: 215,308 shares 215,308 $15M 1.7% -21,704 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: 244,261 shares; 2024Q4: 238,615 shares; 2025Q1: 141,699 shares; 2025Q2: 143,746 shares; 2025Q3: 137,182 shares; 2025Q4: 125,381 shares; 2026Q1: 123,530 shares 123,530 $14M 1.58% -1,851 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: 404,248 shares; 2024Q4: 397,779 shares; 2025Q1: 236,925 shares; 2025Q2: 271,264 shares; 2025Q3: 322,541 shares; 2025Q4: 294,672 shares; 2026Q1: 224,683 shares 224,683 $13.1M 1.48% -69,989 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: 4,988 shares; 2024Q4: 268,533 shares; 2025Q1: 108,185 shares; 2025Q2: 125,085 shares; 2025Q3: 164,769 shares; 2025Q4: 172,883 shares; 2026Q1: 167,769 shares 167,769 $11.9M 1.35% -5,114 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: 209,031 shares; 2024Q4: 212,900 shares; 2025Q1: 176,985 shares; 2025Q2: 465,168 shares; 2025Q3: 169,211 shares; 2025Q4: 186,085 shares; 2026Q1: 216,586 shares 216,586 $11M 1.24% +30,501 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,758 shares; 2024Q4: 337,715 shares; 2025Q1: 146,515 shares; 2025Q2: 257,747 shares; 2025Q3: 207,148 shares; 2025Q4: 162,134 shares; 2026Q1: 146,107 shares 146,107 $10.9M 1.23% -16,027 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: 45,966 shares; 2024Q4: 47,035 shares; 2025Q1: 41,542 shares; 2025Q2: 46,139 shares; 2025Q3: 40,895 shares; 2025Q4: 41,401 shares; 2026Q1: 42,071 shares 42,071 $10.7M 1.21% +670 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: 46,626 shares; 2024Q4: 47,434 shares; 2025Q1: 63,018 shares; 2025Q2: 68,856 shares; 2025Q3: 66,057 shares; 2025Q4: 65,142 shares; 2026Q1: 60,336 shares 60,336 $10.5M 1.19% -4,806 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 184,809 shares; 2025Q2: 204,391 shares; 2025Q3: 269,105 shares; 2025Q4: 281,030 shares; 2026Q1: 279,566 shares 279,566 $10.3M 1.16% -1,464 Timeline BDYN 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: 389,017 shares; 2025Q4: 389,507 shares; 2026Q1: 410,661 shares 410,661 $9.98M 1.13% +21,154 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464,527 shares; 2024Q4: 468,238 shares; 2025Q1: 251,250 shares; 2025Q2: 257,561 shares; 2025Q3: 248,110 shares; 2025Q4: 262,008 shares; 2026Q1: 258,277 shares 258,277 $8.51M 0.96% -3,731 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: 2,330 shares; 2024Q4: 2,673 shares; 2025Q1: 44,884 shares; 2025Q2: 71,376 shares; 2025Q3: 89,255 shares; 2025Q4: 87,016 shares; 2026Q1: 83,403 shares 83,403 $8.4M 0.95% -3,613 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: 25,543 shares; 2024Q4: 25,688 shares; 2025Q1: 45,582 shares; 2025Q2: 45,798 shares; 2025Q3: 43,377 shares; 2025Q4: 43,419 shares; 2026Q1: 40,100 shares 40,100 $8.35M 0.94% -3,319 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,856 shares; 2024Q4: 82,911 shares; 2025Q1: 102,757 shares; 2025Q2: 127,265 shares; 2025Q3: 149,053 shares; 2025Q4: 170,536 shares; 2026Q1: 181,241 shares 181,241 $8.18M 0.92% +10,705 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: 117,772 shares; 2024Q4: 117,221 shares; 2025Q1: 102,354 shares; 2025Q2: 115,181 shares; 2025Q3: 117,053 shares; 2025Q4: 122,230 shares; 2026Q1: 118,234 shares 118,234 $8.07M 0.91% -3,996 Timeline BDVL 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: 296,683 shares; 2025Q4: 321,064 shares; 2026Q1: 311,556 shares 311,556 $7.68M 0.87% -9,508 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: 7,114 shares; 2024Q4: 7,011 shares; 2025Q1: 133,202 shares; 2025Q2: 133,009 shares; 2025Q3: 135,150 shares; 2025Q4: 139,022 shares; 2026Q1: 139,819 shares 139,819 $7.56M 0.85% +797 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: 125,951 shares; 2024Q4: 146,829 shares; 2025Q1: 91,725 shares; 2025Q2: 98,464 shares; 2025Q3: 98,228 shares; 2025Q4: 84,263 shares; 2026Q1: 78,244 shares 78,244 $7.43M 0.84% -6,019 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,810 shares; 2024Q4: 182,624 shares; 2025Q1: 54,324 shares; 2025Q2: 60,861 shares; 2025Q3: 7,983 shares; 2025Q4: not reported; 2026Q1: 64,219 shares 64,219 $7.15M 0.81% new 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: 136,585 shares; 2024Q4: 143,443 shares; 2025Q1: 105,315 shares; 2025Q2: 115,389 shares; 2025Q3: 77,291 shares; 2025Q4: 36,512 shares; 2026Q1: 34,437 shares 34,437 $6.61M 0.75% -2,075 Timeline BAI 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: 89,527 shares; 2025Q3: 220,151 shares; 2025Q4: 208,325 shares; 2026Q1: 199,812 shares 199,812 $6.58M 0.74% -8,513 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: 109,000 shares; 2024Q4: 133,414 shares; 2025Q1: 103,022 shares; 2025Q2: 81,724 shares; 2025Q3: 86,943 shares; 2025Q4: 28,588 shares; 2026Q1: 27,256 shares 27,256 $6.54M 0.74% -1,332 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: 33,417 shares; 2024Q4: 37,311 shares; 2025Q1: 29,162 shares; 2025Q2: 33,200 shares; 2025Q3: 32,486 shares; 2025Q4: 30,463 shares; 2026Q1: 277,566 shares 277,566 $6.36M 0.72% +247,103 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: 126,743 shares; 2024Q4: 141,633 shares; 2025Q1: 96,901 shares; 2025Q2: 106,010 shares; 2025Q3: 128,930 shares; 2025Q4: 126,859 shares; 2026Q1: 121,635 shares 121,635 $6.32M 0.71% -5,224 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: not reported; 2025Q2: 189,146 shares; 2025Q3: 190,481 shares; 2025Q4: 173,449 shares; 2026Q1: 168,549 shares 168,549 $6.1M 0.69% -4,900 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: 8,239 shares; 2024Q4: 8,595 shares; 2025Q1: 7,609 shares; 2025Q2: 6,148 shares; 2025Q3: 6,080 shares; 2025Q4: 9,434 shares; 2026Q1: 9,355 shares 9,355 $6.08M 0.69% -79 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: 5,552 shares; 2024Q4: 5,579 shares; 2025Q1: 3,288 shares; 2025Q2: 3,454 shares; 2025Q3: 3,370 shares; 2025Q4: 6,864 shares; 2026Q1: 5,262 shares 5,262 $4.84M 0.55% -1,602 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: 114,945 shares 114,945 $4.72M 0.53% new Timeline IDEF 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: 143,438 shares 143,438 $4.69M 0.53% new Timeline IAGG 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: 94,555 shares; 2025Q3: 96,253 shares; 2025Q4: 92,156 shares; 2026Q1: 92,114 shares 92,114 $4.61M 0.52% -42 Timeline BOXX 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: 28,663 shares; 2024Q4: 60,486 shares; 2025Q1: 57,203 shares; 2025Q2: 38,917 shares; 2025Q3: 33,310 shares; 2025Q4: 38,715 shares; 2026Q1: 39,622 shares 39,622 $4.61M 0.52% +907 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: 25,475 shares; 2024Q4: 25,987 shares; 2025Q1: 19,199 shares; 2025Q2: 17,139 shares; 2025Q3: 16,798 shares; 2025Q4: 15,719 shares; 2026Q1: 15,168 shares 15,168 $4.36M 0.49% -551 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: 14,600 shares; 2024Q4: 15,003 shares; 2025Q1: 12,465 shares; 2025Q2: 13,304 shares; 2025Q3: 13,092 shares; 2025Q4: 12,930 shares; 2026Q1: 11,655 shares 11,655 $4.31M 0.49% -1,275 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: 4,889 shares; 2024Q4: 5,003 shares; 2025Q1: 6,937 shares; 2025Q2: 7,175 shares; 2025Q3: 6,926 shares; 2025Q4: 6,929 shares; 2026Q1: 6,948 shares 6,948 $3.98M 0.45% +19 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 73,169 shares; 2025Q3: 76,966 shares; 2025Q4: 82,868 shares; 2026Q1: 86,230 shares 86,230 $3.97M 0.45% +3,362 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: 19,760 shares; 2024Q4: 23,593 shares; 2025Q1: 38,872 shares; 2025Q2: 46,120 shares; 2025Q3: 51,409 shares; 2025Q4: 66,583 shares; 2026Q1: 81,432 shares 81,432 $3.9M 0.44% +14,849 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: 107,343 shares; 2024Q4: 105,728 shares; 2025Q1: 83,032 shares; 2025Q2: 71,702 shares; 2025Q3: 95,890 shares; 2025Q4: 100,901 shares; 2026Q1: 75,805 shares 75,805 $3.78M 0.43% -25,096 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: 40,722 shares; 2024Q4: 25,283 shares; 2025Q1: 22,307 shares; 2025Q2: 30,624 shares; 2025Q3: 17,017 shares; 2025Q4: 26,464 shares; 2026Q1: 40,700 shares 40,700 $3.68M 0.42% +14,236 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,503 shares; 2024Q4: 106,938 shares; 2025Q1: 73,168 shares; 2025Q2: 56,057 shares; 2025Q3: 93,222 shares; 2025Q4: 96,028 shares; 2026Q1: 72,416 shares 72,416 $3.28M 0.37% -23,612 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,866 shares; 2025Q3: 2,231 shares; 2025Q4: 22,030 shares; 2026Q1: 22,334 shares 22,334 $3.27M 0.37% +304 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: 127,520 shares; 2025Q2: 234,528 shares; 2025Q3: 235,522 shares; 2025Q4: 235,522 shares; 2026Q1: 218,449 shares 218,449 $3.16M 0.36% -17,073 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,892 shares; 2025Q4: 41,692 shares; 2026Q1: 58,965 shares 58,965 $2.95M 0.33% +17,273 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,643 shares; 2024Q4: 12,005 shares; 2025Q1: 30,184 shares; 2025Q2: 27,926 shares; 2025Q3: 36,930 shares; 2025Q4: 46,353 shares; 2026Q1: 40,147 shares 40,147 $2.82M 0.32% -6,206 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: 31,701 shares; 2024Q4: 48,301 shares; 2025Q1: 49,779 shares; 2025Q2: 41,094 shares; 2025Q3: 69,952 shares; 2025Q4: 72,667 shares; 2026Q1: 56,644 shares 56,644 $2.8M 0.32% -16,023 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,069 shares; 2024Q4: 11,243 shares; 2025Q1: 13,610 shares; 2025Q2: 12,863 shares; 2025Q3: 13,134 shares; 2025Q4: 13,401 shares; 2026Q1: 9,739 shares 9,739 $2.74M 0.31% -3,662 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: 24,869 shares; 2024Q4: 33,109 shares; 2025Q1: 40,446 shares; 2025Q2: 49,338 shares; 2025Q3: 57,991 shares; 2025Q4: 66,700 shares; 2026Q1: 68,261 shares 68,261 $2.66M 0.3% +1,561 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: 12,323 shares; 2024Q4: 10,975 shares; 2025Q1: 11,924 shares; 2025Q2: 10,883 shares; 2025Q3: 9,474 shares; 2025Q4: 8,776 shares; 2026Q1: 9,263 shares 9,263 $2.66M 0.3% +487 Timeline ISOU ISOENERGY LTD More: the full row for ISOENERGY 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: 155,324 shares; 2025Q4: 155,324 shares; 2026Q1: 243,233 shares 243,233 $2.56M 0.29% +87,909 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: not reported; 2024Q4: not reported; 2025Q1: 5,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,869 shares; 2026Q1: 13,157 shares 13,157 $2.53M 0.29% +10,288 Timeline GTN GRAY MEDIA INC More: the full row for GRAY MEDIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467,155 shares; 2025Q2: 472,703 shares; 2025Q3: 483,919 shares; 2025Q4: 478,478 shares; 2026Q1: 578,411 shares 578,411 $2.51M 0.28% +99,933 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: 15,033 shares; 2024Q4: 15,128 shares; 2025Q1: 11,307 shares; 2025Q2: 11,376 shares; 2025Q3: 10,913 shares; 2025Q4: 9,949 shares; 2026Q1: 8,532 shares 8,532 $2.51M 0.28% -1,417 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: 17,941 shares; 2024Q4: 17,838 shares; 2025Q1: 14,845 shares; 2025Q2: 15,018 shares; 2025Q3: 15,053 shares; 2025Q4: 15,515 shares; 2026Q1: 14,746 shares 14,746 $2.5M 0.28% -769 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: not reported; 2024Q4: not reported; 2025Q1: 12,081 shares; 2025Q2: 17,110 shares; 2025Q3: 40,159 shares; 2025Q4: 41,068 shares; 2026Q1: 43,503 shares 43,503 $2.47M 0.28% +2,435 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,876 shares; 2024Q4: 7,242 shares; 2025Q1: 8,206 shares; 2025Q2: 7,571 shares; 2025Q3: 7,791 shares; 2025Q4: 7,397 shares; 2026Q1: 5,456 shares 5,456 $2.22M 0.25% -1,941 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: 1,042 shares; 2024Q4: 3,360 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,998 shares; 2025Q4: 19,905 shares; 2026Q1: 16,699 shares 16,699 $2.22M 0.25% -3,206 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: 47,687 shares; 2024Q4: 45,268 shares; 2025Q1: 39,553 shares; 2025Q2: 4,606 shares; 2025Q3: 29,751 shares; 2025Q4: 29,772 shares; 2026Q1: 3,787 shares 3,787 $2.19M 0.25% -25,985 Timeline QUAD QUAD / GRAPHICS INC More: the full row for QUAD / GRAPHICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 345,516 shares; 2025Q2: 349,019 shares; 2025Q3: 356,394 shares; 2025Q4: 360,463 shares; 2026Q1: 318,486 shares 318,486 $2.11M 0.24% -41,977 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: 4,006 shares; 2024Q4: 3,137 shares; 2025Q1: 3,454 shares; 2025Q2: 3,402 shares; 2025Q3: 3,464 shares; 2025Q4: 11,892 shares; 2026Q1: 16,829 shares 16,829 $2.09M 0.24% +4,937 Timeline AGX ARGAN INC More: the full row for ARGAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,102 shares; 2025Q2: 4,985 shares; 2025Q3: 5,161 shares; 2025Q4: 5,097 shares; 2026Q1: 3,816 shares 3,816 $2.08M 0.24% -1,281 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: not reported; 2024Q4: not reported; 2025Q1: 5,156 shares; 2025Q2: 8,877 shares; 2025Q3: 33,555 shares; 2025Q4: 34,771 shares; 2026Q1: 37,366 shares 37,366 $2.07M 0.23% +2,595 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: not reported; 2025Q1: 7,190 shares; 2025Q2: 8,525 shares; 2025Q3: 14,395 shares; 2025Q4: 14,089 shares; 2026Q1: 12,741 shares 12,741 $2.06M 0.23% -1,348 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: 3,546 shares; 2024Q4: 3,526 shares; 2025Q1: 2,674 shares; 2025Q2: 2,909 shares; 2025Q3: 2,598 shares; 2025Q4: 2,274 shares; 2026Q1: 2,035 shares 2,035 $2.03M 0.23% -239 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: 33,492 shares; 2025Q2: 33,182 shares; 2025Q3: 33,399 shares; 2025Q4: 33,908 shares; 2026Q1: 31,952 shares 31,952 $2.02M 0.23% -1,956 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,279 shares; 2025Q3: 15,597 shares; 2025Q4: 23,093 shares; 2026Q1: 20,031 shares 20,031 $2.02M 0.23% -3,062 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: 10,449 shares; 2024Q4: 10,561 shares; 2025Q1: 11,563 shares; 2025Q2: 11,666 shares; 2025Q3: 11,727 shares; 2025Q4: 11,630 shares; 2026Q1: 8,450 shares 8,450 $2.01M 0.23% -3,180 Timeline TDAY USA TODAY CO INC More: the full row for USA TODAY CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392,250 shares; 2025Q2: 389,650 shares; 2025Q3: 393,723 shares; 2025Q4: 393,497 shares; 2026Q1: 281,388 shares 281,388 $1.98M 0.22% -112,109 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: 40,051 shares; 2024Q4: 39,859 shares; 2025Q1: 21,572 shares; 2025Q2: 20,845 shares; 2025Q3: 21,061 shares; 2025Q4: 18,496 shares; 2026Q1: 15,406 shares 15,406 $1.91M 0.22% -3,090 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,801 shares; 2024Q4: 1,981 shares; 2025Q1: 2,097 shares; 2025Q2: 2,879 shares; 2025Q3: 2,997 shares; 2025Q4: 3,106 shares; 2026Q1: 3,177 shares 3,177 $1.9M 0.21% +71 Timeline DFCF 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: 14,030 shares; 2024Q4: 16,657 shares; 2025Q1: 24,584 shares; 2025Q2: 30,559 shares; 2025Q3: 35,015 shares; 2025Q4: 41,896 shares; 2026Q1: 44,139 shares 44,139 $1.86M 0.21% +2,243 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: not reported; 2024Q4: 50,374 shares; 2025Q1: 55,792 shares; 2025Q2: 42,638 shares; 2025Q3: 65,489 shares; 2025Q4: 57,436 shares; 2026Q1: 21,101 shares 21,101 $1.86M 0.21% -36,335 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,977 shares; 2024Q4: 5,148 shares; 2025Q1: 5,711 shares; 2025Q2: 5,312 shares; 2025Q3: 5,490 shares; 2025Q4: 5,406 shares; 2026Q1: 3,415 shares 3,415 $1.85M 0.21% -1,991 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: 6,443 shares; 2024Q4: 6,560 shares; 2025Q1: 4,976 shares; 2025Q2: 4,702 shares; 2025Q3: 4,635 shares; 2025Q4: 4,263 shares; 2026Q1: 3,821 shares 3,821 $1.83M 0.21% -442 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,978 shares; 2024Q4: 10,374 shares; 2025Q1: 10,127 shares; 2025Q2: 9,815 shares; 2025Q3: 26,043 shares; 2025Q4: 24,172 shares; 2026Q1: 28,021 shares 28,021 $1.83M 0.21% +3,849 Timeline XES 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: 16,134 shares; 2025Q2: 16,241 shares; 2025Q3: 16,456 shares; 2025Q4: 16,337 shares; 2026Q1: 15,572 shares 15,572 $1.81M 0.2% -765 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: 11,424 shares; 2024Q4: 284,283 shares; 2025Q1: 9,404 shares; 2025Q2: 8,932 shares; 2025Q3: 8,572 shares; 2025Q4: 16,447 shares; 2026Q1: 26,325 shares 26,325 $1.78M 0.2% +9,878 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,549 shares; 2024Q4: 158,549 shares; 2025Q1: 158,549 shares; 2025Q2: 158,549 shares; 2025Q3: 158,549 shares; 2025Q4: 158,549 shares; 2026Q1: 158,570 shares 158,570 $1.73M 0.2% +21 Timeline IE IVANHOE ELECTRIC INC More: the full row for IVANHOE ELECTRIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 224,036 shares; 2025Q2: 224,036 shares; 2025Q3: 224,893 shares; 2025Q4: 224,893 shares; 2026Q1: 144,129 shares 144,129 $1.7M 0.19% -80,764 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: 3,936 shares; 2024Q4: 3,896 shares; 2025Q1: 2,285 shares; 2025Q2: 2,147 shares; 2025Q3: 2,191 shares; 2025Q4: 19,162 shares; 2026Q1: 17,518 shares 17,518 $1.68M 0.19% -1,644 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: 419 shares; 2024Q4: 424 shares; 2025Q1: 2,559 shares; 2025Q2: 2,587 shares; 2025Q3: 2,587 shares; 2025Q4: 2,293 shares; 2026Q1: 1,976 shares 1,976 $1.67M 0.19% -317 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: 1,804 shares; 2025Q1: 2,886 shares; 2025Q2: 2,858 shares; 2025Q3: 2,912 shares; 2025Q4: 3,024 shares; 2026Q1: 3,866 shares 3,866 $1.66M 0.19% +842 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,054 shares; 2025Q4: 15,605 shares; 2026Q1: 32,801 shares 32,801 $1.62M 0.18% +17,196 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: 18,071 shares; 2024Q4: 18,222 shares; 2025Q1: 13,340 shares; 2025Q2: 13,998 shares; 2025Q3: 13,936 shares; 2025Q4: 11,159 shares; 2026Q1: 16,566 shares 16,566 $1.6M 0.18% +5,407 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,326 shares 5,326 $1.58M 0.18% new Timeline NBR NABORS INDUSTRIES LTD More: the full row for NABORS INDUSTRIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,278 shares; 2025Q2: 22,955 shares; 2025Q3: 23,042 shares; 2025Q4: 23,665 shares; 2026Q1: 18,334 shares 18,334 $1.58M 0.18% -5,331 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,091 shares 17,091 $1.54M 0.17% new Timeline IXJ 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: 15,958 shares; 2025Q2: 16,175 shares; 2025Q3: 16,527 shares; 2025Q4: 16,454 shares; 2026Q1: 15,618 shares 15,618 $1.46M 0.17% -836 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: 122,572 shares; 2024Q4: 474,441 shares; 2025Q1: 92,418 shares; 2025Q2: 28,389 shares; 2025Q3: 38,295 shares; 2025Q4: 36,457 shares; 2026Q1: 28,963 shares 28,963 $1.39M 0.16% -7,494 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,414 shares; 2025Q3: 29,751 shares; 2025Q4: 35,425 shares; 2026Q1: 38,017 shares 38,017 $1.35M 0.15% +2,592 Timeline PAVE 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: 24,996 shares; 2025Q2: 26,089 shares; 2025Q3: 26,484 shares; 2025Q4: 26,765 shares; 2026Q1: 26,106 shares 26,106 $1.33M 0.15% -659 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: 6,710 shares; 2024Q4: 6,738 shares; 2025Q1: 4,925 shares; 2025Q2: 5,259 shares; 2025Q3: 5,052 shares; 2025Q4: 4,403 shares; 2026Q1: 4,030 shares 4,030 $1.33M 0.15% -373 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,258 shares; 2024Q4: 8,256 shares; 2025Q1: 5,856 shares; 2025Q2: 5,684 shares; 2025Q3: 5,624 shares; 2025Q4: 4,715 shares; 2026Q1: 4,051 shares 4,051 $1.32M 0.15% -664 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: 3,363 shares; 2024Q4: 3,657 shares; 2025Q1: 2,986 shares; 2025Q2: 2,921 shares; 2025Q3: 3,040 shares; 2025Q4: 3,373 shares; 2026Q1: 3,545 shares 3,545 $1.32M 0.15% +172 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: 17,003 shares; 2024Q4: 17,418 shares; 2025Q1: 9,150 shares; 2025Q2: 6,558 shares; 2025Q3: 6,071 shares; 2025Q4: 9,786 shares; 2026Q1: 7,012 shares 7,012 $1.31M 0.15% -2,774 Timeline DCH DAUCH CORP More: the full row for DAUCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164,225 shares; 2025Q2: 214,652 shares; 2025Q3: 216,715 shares; 2025Q4: 219,195 shares; 2026Q1: 220,236 shares 220,236 $1.31M 0.15% +1,041 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,823 shares 9,823 $1.3M 0.15% new 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: 3,024 shares; 2024Q4: 3,091 shares; 2025Q1: 4,145 shares; 2025Q2: 4,391 shares; 2025Q3: 4,324 shares; 2025Q4: 4,574 shares; 2026Q1: 4,096 shares 4,096 $1.27M 0.14% -478 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,036 shares; 2026Q1: 20,108 shares 20,108 $1.26M 0.14% +7,072 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: 15,889 shares; 2024Q4: 15,887 shares; 2025Q1: 11,912 shares; 2025Q2: 12,061 shares; 2025Q3: 11,540 shares; 2025Q4: 9,750 shares; 2026Q1: 8,703 shares 8,703 $1.26M 0.14% -1,047 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,308 shares; 2025Q1: 5,420 shares; 2025Q2: 5,655 shares; 2025Q3: 4,904 shares; 2025Q4: 4,000 shares; 2026Q1: 3,502 shares 3,502 $1.25M 0.14% -498 Timeline CLOA 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: 16,080 shares; 2024Q4: 12,164 shares; 2025Q1: 5,289 shares; 2025Q2: 10,395 shares; 2025Q3: 12,631 shares; 2025Q4: 20,590 shares; 2026Q1: 24,044 shares 24,044 $1.25M 0.14% +3,454 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: 32,860 shares; 2024Q4: 33,096 shares; 2025Q1: 22,448 shares; 2025Q2: 21,945 shares; 2025Q3: 21,850 shares; 2025Q4: 19,219 shares; 2026Q1: 16,212 shares 16,212 $1.23M 0.14% -3,007 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: 211,054 shares; 2024Q4: 5,505 shares; 2025Q1: 5,267 shares; 2025Q2: 6,357 shares; 2025Q3: 7,589 shares; 2025Q4: 6,503 shares; 2026Q1: 12,702 shares 12,702 $1.21M 0.14% +6,199 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: 40,396 shares; 2024Q4: 36,793 shares; 2025Q1: 25,704 shares; 2025Q2: 50,084 shares; 2025Q3: 30,589 shares; 2025Q4: 23,435 shares; 2026Q1: 17,141 shares 17,141 $1.2M 0.14% -6,294 Timeline VISN VISTANCE NETWORKS INC More: the full row for VISTANCE NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 57,445 shares; 2025Q4: 57,795 shares; 2026Q1: 64,416 shares 64,416 $1.17M 0.13% +6,621 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: 2,430 shares; 2025Q1: 1,602 shares; 2025Q2: 1,613 shares; 2025Q3: 1,551 shares; 2025Q4: 1,410 shares; 2026Q1: 1,206 shares 1,206 $1.16M 0.13% -204 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: 8,969 shares; 2024Q4: 9,050 shares; 2025Q1: 5,617 shares; 2025Q2: 5,484 shares; 2025Q3: 5,408 shares; 2025Q4: 4,518 shares; 2026Q1: 3,830 shares 3,830 $1.16M 0.13% -688 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 37,581 shares; 2025Q2: 37,564 shares; 2025Q3: 37,533 shares; 2025Q4: 37,239 shares; 2026Q1: 34,866 shares 34,866 $1.16M 0.13% -2,373 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,659 shares; 2025Q3: 47,046 shares; 2025Q4: 62,545 shares; 2026Q1: 66,186 shares 66,186 $1.15M 0.13% +3,641 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: not reported; 2024Q4: not reported; 2025Q1: 5,803 shares; 2025Q2: 5,719 shares; 2025Q3: 5,894 shares; 2025Q4: 5,807 shares; 2026Q1: 5,555 shares 5,555 $1.15M 0.13% -252 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,082 shares 8,082 $1.15M 0.13% new Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,298 shares 28,298 $1.15M 0.13% new Timeline CNDT CONDUENT INC More: the full row for CONDUENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 297,590 shares; 2025Q2: 370,267 shares; 2025Q3: 426,418 shares; 2025Q4: 430,288 shares; 2026Q1: 887,961 shares 887,961 $1.14M 0.13% +457,673 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: 19,929 shares; 2024Q4: 22,352 shares; 2025Q1: 35,769 shares; 2025Q2: 36,036 shares; 2025Q3: 37,155 shares; 2025Q4: 36,394 shares; 2026Q1: 32,880 shares 32,880 $1.13M 0.13% -3,514 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,929 shares; 2024Q4: 43,583 shares; 2025Q1: 25,949 shares; 2025Q2: 25,732 shares; 2025Q3: 25,347 shares; 2025Q4: 20,181 shares; 2026Q1: 17,019 shares 17,019 $1.13M 0.13% -3,162 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: 7,873 shares; 2025Q2: 18,222 shares; 2025Q3: 20,894 shares; 2025Q4: 24,241 shares; 2026Q1: 23,090 shares 23,090 $1.13M 0.13% -1,151 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,248 shares; 2024Q4: 15,771 shares; 2025Q1: 19,770 shares; 2025Q2: 24,612 shares; 2025Q3: 28,079 shares; 2025Q4: 32,507 shares; 2026Q1: 33,131 shares 33,131 $1.12M 0.13% +624 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,113 shares 7,113 $1.12M 0.13% new Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,705 shares; 2025Q1: 11,023 shares; 2025Q2: 12,213 shares; 2025Q3: 11,761 shares; 2025Q4: 14,220 shares; 2026Q1: 14,043 shares 14,043 $1.11M 0.13% -177 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: 8,728 shares; 2024Q4: 8,653 shares; 2025Q1: 11,012 shares; 2025Q2: 11,219 shares; 2025Q3: 19,487 shares; 2025Q4: 19,244 shares; 2026Q1: 21,016 shares 21,016 $1.11M 0.13% +1,772 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: 1,485 shares; 2024Q4: 1,389 shares; 2025Q1: 5,491 shares; 2025Q2: 9,675 shares; 2025Q3: 9,736 shares; 2025Q4: 6,444 shares; 2026Q1: 4,068 shares 4,068 $1.1M 0.12% -2,376 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,521 shares 9,521 $1.08M 0.12% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 5,487 shares; 2025Q1: 5,263 shares; 2025Q2: 5,927 shares; 2025Q3: 5,888 shares; 2025Q4: 5,823 shares; 2026Q1: 5,012 shares 5,012 $1.08M 0.12% -811 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 5,582 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,254 shares 13,254 $1.08M 0.12% new Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,199 shares 11,199 $1.07M 0.12% new Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,206 shares 11,206 $1.07M 0.12% new 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: 6,401 shares; 2024Q4: 6,670 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,952 shares; 2025Q4: 4,345 shares; 2026Q1: 22,005 shares 22,005 $1.07M 0.12% +17,660 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,948 shares; 2024Q4: 19,409 shares; 2025Q1: 25,924 shares; 2025Q2: 26,427 shares; 2025Q3: 46,450 shares; 2025Q4: 46,095 shares; 2026Q1: 49,942 shares 49,942 $1.07M 0.12% +3,847 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,339 shares; 2025Q2: 6,003 shares; 2025Q3: 6,048 shares; 2025Q4: 6,231 shares; 2026Q1: 6,422 shares 6,422 $1.03M 0.12% +191 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,538 shares; 2025Q3: 8,877 shares; 2025Q4: 20,344 shares; 2026Q1: 20,367 shares 20,367 $1.03M 0.12% +23 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,601 shares; 2025Q2: 37,560 shares; 2025Q3: 39,279 shares; 2025Q4: 41,513 shares; 2026Q1: 39,167 shares 39,167 $1.01M 0.11% -2,346 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,658 shares; 2025Q2: 11,734 shares; 2025Q3: 12,483 shares; 2025Q4: 12,516 shares; 2026Q1: 10,522 shares 10,522 $988K 0.11% -1,994 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,910 shares; 2024Q4: 106,795 shares; 2025Q1: 81,960 shares; 2025Q2: 23,077 shares; 2025Q3: 26,946 shares; 2025Q4: 28,307 shares; 2026Q1: 20,301 shares 20,301 $987K 0.11% -8,006 Timeline VELO VELO3D INC More: the full row for VELO3D 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: 67,932 shares; 2025Q4: 87,715 shares; 2026Q1: 103,529 shares 103,529 $972K 0.11% +15,814 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,412 shares 7,412 $971K 0.11% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,853 shares; 2024Q4: 21,277 shares; 2025Q1: 26,691 shares; 2025Q2: 25,896 shares; 2025Q3: 15,150 shares; 2025Q4: 14,374 shares; 2026Q1: 13,001 shares 13,001 $969K 0.11% -1,373 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly 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: 11,916 shares 11,916 $960K 0.11% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,005 shares; 2024Q4: 6,510 shares; 2025Q1: 6,054 shares; 2025Q2: 6,639 shares; 2025Q3: 6,535 shares; 2025Q4: 5,448 shares; 2026Q1: 4,652 shares 4,652 $959K 0.11% -796 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,793 shares; 2025Q2: 2,346 shares; 2025Q3: 2,351 shares; 2025Q4: 2,364 shares; 2026Q1: 2,067 shares 2,067 $953K 0.11% -297 Timeline SCHQ 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: 18,433 shares; 2024Q4: 8,930 shares; 2025Q1: 38,640 shares; 2025Q2: 30,923 shares; 2025Q3: 26,872 shares; 2025Q4: 52,431 shares; 2026Q1: 30,063 shares 30,063 $945K 0.11% -22,368 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: 5,842 shares; 2024Q4: 5,472 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,856 shares 3,856 $942K 0.11% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,767 shares; 2024Q4: 20,160 shares; 2025Q1: 4,012 shares; 2025Q2: 2,598 shares; 2025Q3: 2,528 shares; 2025Q4: not reported; 2026Q1: 10,382 shares 10,382 $930K 0.11% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,190 shares; 2024Q4: 12,336 shares; 2025Q1: 12,218 shares; 2025Q2: 11,904 shares; 2025Q3: 11,536 shares; 2025Q4: 11,455 shares; 2026Q1: 11,959 shares 11,959 $915K 0.1% +504 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: 10,263 shares; 2024Q4: 8,912 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,887 shares; 2025Q4: 18,337 shares; 2026Q1: 14,636 shares 14,636 $897K 0.1% -3,701 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly 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: 6,879 shares 6,879 $893K 0.1% new 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: not reported; 2024Q4: 10,485 shares; 2025Q1: 12,721 shares; 2025Q2: 12,872 shares; 2025Q3: 14,391 shares; 2025Q4: 23,746 shares; 2026Q1: 23,173 shares 23,173 $890K 0.1% -573 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: 915 shares; 2024Q4: 897 shares; 2025Q1: 720 shares; 2025Q2: 714 shares; 2025Q3: 713 shares; 2025Q4: 659 shares; 2026Q1: 2,730 shares 2,730 $890K 0.1% +2,071 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: 2,549 shares; 2024Q4: 2,563 shares; 2025Q1: 3,654 shares; 2025Q2: 3,647 shares; 2025Q3: 3,582 shares; 2025Q4: 3,691 shares; 2026Q1: 2,929 shares 2,929 $885K 0.1% -762 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: 17,487 shares; 2024Q4: 21,101 shares; 2025Q1: 34,722 shares; 2025Q2: 34,575 shares; 2025Q3: 41,615 shares; 2025Q4: 25,944 shares; 2026Q1: 18,574 shares 18,574 $884K 0.1% -7,370 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: 27,355 shares; 2024Q4: 23,788 shares; 2025Q1: 23,031 shares; 2025Q2: 29,504 shares; 2025Q3: 44,327 shares; 2025Q4: 43,524 shares; 2026Q1: 42,974 shares 42,974 $877K 0.1% -550 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: 12,446 shares; 2025Q1: 13,597 shares; 2025Q2: 23,967 shares; 2025Q3: 27,852 shares; 2025Q4: 27,933 shares; 2026Q1: 28,402 shares 28,402 $875K 0.1% +469 Timeline WAT WATERS CORP More: the full row for WATERS 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: 2,932 shares 2,932 $873K 0.1% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,661 shares 14,661 $867K 0.1% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,062 shares 14,062 $860K 0.1% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,763 shares 32,763 $856K 0.1% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,537 shares 5,537 $851K 0.1% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,321 shares; 2024Q4: 20,560 shares; 2025Q1: 9,472 shares; 2025Q2: 9,322 shares; 2025Q3: 9,602 shares; 2025Q4: 10,081 shares; 2026Q1: 12,469 shares 12,469 $848K 0.1% +2,388 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,020 shares 13,020 $847K 0.1% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,635 shares 7,635 $838K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,379 shares 7,379 $835K 0.09% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 2,027 shares; 2025Q1: 4,934 shares; 2025Q2: 4,772 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,359 shares 5,359 $832K 0.09% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 15,427 shares 15,427 $831K 0.09% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,924 shares; 2025Q2: 12,856 shares; 2025Q3: 12,856 shares; 2025Q4: 13,256 shares; 2026Q1: 18,435 shares 18,435 $830K 0.09% +5,179 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,854 shares; 2025Q2: 34,888 shares; 2025Q3: 35,784 shares; 2025Q4: 34,180 shares; 2026Q1: 36,460 shares 36,460 $830K 0.09% +2,280 Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,652 shares; 2025Q2: 30,077 shares; 2025Q3: 32,107 shares; 2025Q4: 30,507 shares; 2026Q1: 35,205 shares 35,205 $829K 0.09% +4,698 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,462 shares 2,462 $821K 0.09% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,965 shares 3,965 $820K 0.09% new Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,354 shares; 2025Q2: 17,944 shares; 2025Q3: 19,032 shares; 2025Q4: 18,093 shares; 2026Q1: 20,525 shares 20,525 $819K 0.09% +2,432 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: 4,576 shares; 2024Q4: 4,813 shares; 2025Q1: 17,074 shares; 2025Q2: 12,470 shares; 2025Q3: 12,514 shares; 2025Q4: 12,961 shares; 2026Q1: 4,944 shares 4,944 $817K 0.09% -8,017 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,709 shares 14,709 $813K 0.09% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,537 shares; 2024Q4: 56,082 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,654 shares 35,654 $813K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,891 shares 5,891 $808K 0.09% new Timeline APTV APTIV PLC More: the full row for APTIV 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: 11,633 shares 11,633 $808K 0.09% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,540 shares 7,540 $806K 0.09% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 3,511 shares; 2025Q1: 7,628 shares; 2025Q2: 2,360 shares; 2025Q3: 2,501 shares; 2025Q4: 7,614 shares; 2026Q1: 5,473 shares 5,473 $802K 0.09% -2,141 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: 3,412 shares; 2024Q4: 40,826 shares; 2025Q1: 33,346 shares; 2025Q2: 24,060 shares; 2025Q3: 4,909 shares; 2025Q4: 7,083 shares; 2026Q1: 7,331 shares 7,331 $799K 0.09% +248 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,079 shares; 2025Q2: 2,963 shares; 2025Q3: 2,912 shares; 2025Q4: 2,790 shares; 2026Q1: 2,682 shares 2,682 $792K 0.09% -108 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,055 shares 4,055 $778K 0.09% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,172 shares 23,172 $777K 0.09% new Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,090 shares 14,090 $774K 0.09% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,344 shares 20,344 $764K 0.09% new 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: 3,900 shares; 2024Q4: 3,821 shares; 2025Q1: 6,454 shares; 2025Q2: 7,625 shares; 2025Q3: 7,343 shares; 2025Q4: 7,213 shares; 2026Q1: 3,478 shares 3,478 $757K 0.09% -3,735 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,918 shares 15,918 $748K 0.08% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,910 shares 15,910 $738K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,558 shares 1,558 $737K 0.08% new Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,064 shares; 2024Q4: 47,018 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,712 shares 36,712 $736K 0.08% new Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 53,676 shares; 2025Q2: 43,007 shares; 2025Q3: 37,290 shares; 2025Q4: 13,861 shares; 2026Q1: 16,310 shares 16,310 $735K 0.08% +2,449 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,396 shares 1,396 $728K 0.08% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,040 shares 63,040 $727K 0.08% new Timeline CWEN CLEARWAY ENERGY INC More: the full row for CLEARWAY ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,469 shares 18,469 $726K 0.08% new Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,335 shares; 2024Q4: 21,029 shares; 2025Q1: 20,238 shares; 2025Q2: 20,241 shares; 2025Q3: 30,335 shares; 2025Q4: 30,229 shares; 2026Q1: 30,233 shares 30,233 $725K 0.08% +4 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,843 shares 7,843 $724K 0.08% new 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: 36,909 shares; 2024Q4: 32,307 shares; 2025Q1: 34,641 shares; 2025Q2: 35,408 shares; 2025Q3: 34,694 shares; 2025Q4: 33,446 shares; 2026Q1: 34,164 shares 34,164 $723K 0.08% +718 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,390 shares; 2024Q4: 18,483 shares; 2025Q1: 17,960 shares; 2025Q2: 17,598 shares; 2025Q3: 17,204 shares; 2025Q4: 16,072 shares; 2026Q1: 15,588 shares 15,588 $717K 0.08% -484 Timeline IGEB 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: 23,659 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,721 shares; 2025Q3: 12,676 shares; 2025Q4: 15,920 shares; 2026Q1: 15,844 shares 15,844 $714K 0.08% -76 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: 18,995 shares; 2024Q4: 16,828 shares; 2025Q1: 16,205 shares; 2025Q2: 16,209 shares; 2025Q3: 23,528 shares; 2025Q4: 23,453 shares; 2026Q1: 23,455 shares 23,455 $711K 0.08% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,082 shares 6,082 $704K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,371 shares 11,371 $703K 0.08% new Timeline AES AES CORP More: the full row for AES 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: 49,887 shares 49,887 $703K 0.08% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,928 shares 6,928 $698K 0.08% new Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,434 shares; 2025Q1: 6,496 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,831 shares; 2026Q1: 8,212 shares 8,212 $693K 0.08% +381 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,091 shares; 2025Q1: 6,474 shares; 2025Q2: 6,218 shares; 2025Q3: 6,097 shares; 2025Q4: 5,692 shares; 2026Q1: 5,411 shares 5,411 $685K 0.08% -281 Timeline BLBD BLUE BIRD CORP More: the full row for BLUE BIRD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,540 shares; 2025Q2: 13,230 shares; 2025Q3: 13,903 shares; 2025Q4: 15,224 shares; 2026Q1: 12,059 shares 12,059 $685K 0.08% -3,165 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,633 shares; 2025Q2: 11,300 shares; 2025Q3: 11,083 shares; 2025Q4: 10,379 shares; 2026Q1: 9,965 shares 9,965 $677K 0.08% -414 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,103 shares; 2026Q1: 2,001 shares 2,001 $676K 0.08% +898 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: not reported; 2024Q4: not reported; 2025Q1: 582 shares; 2025Q2: 564 shares; 2025Q3: 563 shares; 2025Q4: 567 shares; 2026Q1: 509 shares 509 $673K 0.08% -58 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 16,887 shares 16,887 $671K 0.08% new Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,652 shares; 2025Q1: 8,198 shares; 2025Q2: 8,207 shares; 2025Q3: 8,394 shares; 2025Q4: 8,354 shares; 2026Q1: 5,778 shares 5,778 $666K 0.08% -2,576 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 28,155 shares 28,155 $665K 0.08% new Timeline OUT OUTFRONT MEDIA INC More: the full row for OUTFRONT MEDIA 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: 25,055 shares 25,055 $664K 0.08% 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: not reported; 2024Q4: 3,415 shares; 2025Q1: 9,648 shares; 2025Q2: 195,595 shares; 2025Q3: 10,263 shares; 2025Q4: 8,703 shares; 2026Q1: 7,941 shares 7,941 $656K 0.07% -762 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: not reported; 2024Q4: not reported; 2025Q1: 16,349 shares; 2025Q2: 17,968 shares; 2025Q3: 19,264 shares; 2025Q4: 14,737 shares; 2026Q1: 12,351 shares 12,351 $652K 0.07% -2,386 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO 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: 6,258 shares 6,258 $649K 0.07% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 1,137 shares; 2025Q1: 1,966 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,944 shares; 2026Q1: 1,953 shares 1,953 $642K 0.07% +9 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,681 shares; 2026Q1: 8,479 shares 8,479 $638K 0.07% -202 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS 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: 14,547 shares 14,547 $637K 0.07% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,119 shares; 2025Q4: 1,170 shares; 2026Q1: 2,628 shares 2,628 $637K 0.07% +1,458 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: 10,196 shares; 2024Q4: 11,067 shares; 2025Q1: 4,890 shares; 2025Q2: 5,846 shares; 2025Q3: 6,484 shares; 2025Q4: 7,326 shares; 2026Q1: 5,980 shares 5,980 $635K 0.07% -1,346 Timeline LGHT SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,678 shares; 2025Q1: 51,432 shares; 2025Q2: 62,660 shares; 2025Q3: 65,008 shares; 2025Q4: 67,691 shares; 2026Q1: 71,710 shares 71,710 $624K 0.07% +4,019 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,617 shares 1,617 $620K 0.07% new 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: 3,627 shares; 2025Q2: 5,750 shares; 2025Q3: 5,856 shares; 2025Q4: 5,771 shares; 2026Q1: 4,321 shares 4,321 $617K 0.07% -1,450 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 7,363 shares; 2025Q1: 4,083 shares; 2025Q2: 3,800 shares; 2025Q3: 3,742 shares; 2025Q4: 3,524 shares; 2026Q1: 1,515 shares 1,515 $603K 0.07% -2,009 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,833 shares; 2025Q1: 6,756 shares; 2025Q2: 6,610 shares; 2025Q3: 6,780 shares; 2025Q4: 6,887 shares; 2026Q1: 4,789 shares 4,789 $603K 0.07% -2,098 Timeline SYSB 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: 7,407 shares; 2026Q1: 6,742 shares 6,742 $600K 0.07% -665 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: 2,403 shares; 2024Q4: 2,416 shares; 2025Q1: 2,197 shares; 2025Q2: 2,143 shares; 2025Q3: 2,141 shares; 2025Q4: 2,640 shares; 2026Q1: 3,039 shares 3,039 $586K 0.07% +399 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,458 shares 3,458 $585K 0.07% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,295 shares 4,295 $583K 0.07% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,405 shares; 2024Q4: 6,187 shares; 2025Q1: 9,457 shares; 2025Q2: 9,457 shares; 2025Q3: 9,757 shares; 2025Q4: 9,326 shares; 2026Q1: 6,291 shares 6,291 $578K 0.07% -3,035 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: 319 shares; 2024Q4: 322 shares; 2025Q1: 992 shares; 2025Q2: 920 shares; 2025Q3: 1,219 shares; 2025Q4: 6,067 shares; 2026Q1: 5,324 shares 5,324 $557K 0.06% -743 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,504 shares; 2025Q4: 1,540 shares; 2026Q1: 2,414 shares 2,414 $556K 0.06% +874 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,707 shares; 2025Q2: 6,246 shares; 2025Q3: 6,300 shares; 2025Q4: 7,696 shares; 2026Q1: 14,596 shares 14,596 $536K 0.06% +6,900 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,428 shares 5,428 $529K 0.06% new Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,137 shares; 2026Q1: 20,889 shares 20,889 $525K 0.06% -248 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,962 shares 9,962 $523K 0.06% new Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,453 shares 17,453 $513K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,485 shares; 2026Q1: 5,135 shares 5,135 $499K 0.06% +1,650 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: 10,906 shares; 2024Q4: 8,092 shares; 2025Q1: 8,330 shares; 2025Q2: 8,344 shares; 2025Q3: 9,233 shares; 2025Q4: 8,818 shares; 2026Q1: 3,362 shares 3,362 $498K 0.06% -5,456 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,317 shares; 2024Q4: 64,689 shares; 2025Q1: 10,322 shares; 2025Q2: 10,815 shares; 2025Q3: 1,757 shares; 2025Q4: 1,574 shares; 2026Q1: 1,598 shares 1,598 $483K 0.05% +24 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: 64,938 shares; 2024Q4: 54,655 shares; 2025Q1: 9,315 shares; 2025Q2: 14,436 shares; 2025Q3: 16,265 shares; 2025Q4: 17,795 shares; 2026Q1: 17,112 shares 17,112 $481K 0.05% -683 Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,184 shares; 2025Q1: 20,409 shares; 2025Q2: 20,170 shares; 2025Q3: 20,344 shares; 2025Q4: 18,663 shares; 2026Q1: 12,710 shares 12,710 $480K 0.05% -5,953 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: 1,493 shares; 2024Q4: 1,455 shares; 2025Q1: 1,008 shares; 2025Q2: 1,420 shares; 2025Q3: 1,421 shares; 2025Q4: 1,491 shares; 2026Q1: 1,446 shares 1,446 $449K 0.05% -45 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: 10,290 shares; 2024Q4: 9,466 shares; 2025Q1: 1,751 shares; 2025Q2: 1,829 shares; 2025Q3: 1,784 shares; 2025Q4: 1,680 shares; 2026Q1: 1,836 shares 1,836 $449K 0.05% +156 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,800 shares; 2024Q4: 6,840 shares; 2025Q1: 6,512 shares; 2025Q2: 6,623 shares; 2025Q3: 6,497 shares; 2025Q4: 6,886 shares; 2026Q1: 1,025 shares 1,025 $448K 0.05% -5,861 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 2,421 shares; 2025Q3: 2,420 shares; 2025Q4: 2,438 shares; 2026Q1: 2,423 shares 2,423 $436K 0.05% -15 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,514 shares; 2025Q1: 1,451 shares; 2025Q2: 1,545 shares; 2025Q3: 1,468 shares; 2025Q4: 1,791 shares; 2026Q1: 1,653 shares 1,653 $433K 0.05% -138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 597 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 1,010 shares 1,010 $431K 0.05% +475 Timeline BLV 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: 8,058 shares; 2024Q4: 8,381 shares; 2025Q1: 8,006 shares; 2025Q2: 7,406 shares; 2025Q3: 7,236 shares; 2025Q4: 6,185 shares; 2026Q1: 6,157 shares 6,157 $423K 0.05% -28 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: 2,888 shares; 2024Q4: 2,799 shares; 2025Q1: 1,849 shares; 2025Q2: 1,861 shares; 2025Q3: 1,729 shares; 2025Q4: 1,849 shares; 2026Q1: 2,817 shares 2,817 $414K 0.05% +968 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: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 245 shares; 2025Q3: 251 shares; 2025Q4: 331 shares; 2026Q1: 237 shares 237 $410K 0.05% -94 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,178 shares; 2024Q4: 31,761 shares; 2025Q1: 6,216 shares; 2025Q2: 6,162 shares; 2025Q3: 1,806 shares; 2025Q4: 1,642 shares; 2026Q1: 1,874 shares 1,874 $407K 0.05% +232 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,747 shares; 2025Q3: 4,776 shares; 2025Q4: 4,411 shares; 2026Q1: 4,375 shares 4,375 $401K 0.05% -36 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: 108,145 shares; 2024Q4: 109,063 shares; 2025Q1: 19,730 shares; 2025Q2: 18,878 shares; 2025Q3: 5,084 shares; 2025Q4: 4,488 shares; 2026Q1: 4,407 shares 4,407 $391K 0.04% -81 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,802 shares 12,802 $391K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: 6,288 shares; 2025Q2: 6,309 shares; 2025Q3: 7,673 shares; 2025Q4: 7,516 shares; 2026Q1: 7,317 shares 7,317 $385K 0.04% -199 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: 651 shares; 2024Q4: 663 shares; 2025Q1: 1,074 shares; 2025Q2: 765 shares; 2025Q3: 739 shares; 2025Q4: 753 shares; 2026Q1: 539 shares 539 $382K 0.04% -214 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,114 shares 20,114 $378K 0.04% new 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: 2,583 shares; 2024Q4: 3,054 shares; 2025Q1: 2,796 shares; 2025Q2: 2,808 shares; 2025Q3: 2,632 shares; 2025Q4: 2,662 shares; 2026Q1: 2,797 shares 2,797 $366K 0.04% +135 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: 1,388 shares; 2024Q4: not reported; 2025Q1: 5,332 shares; 2025Q2: 5,608 shares; 2025Q3: 6,302 shares; 2025Q4: 6,310 shares; 2026Q1: 1,710 shares 1,710 $354K 0.04% -4,600 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,328 shares 7,328 $352K 0.04% new Timeline HYGW 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: 19,448 shares; 2025Q1: 21,365 shares; 2025Q2: 22,187 shares; 2025Q3: 26,838 shares; 2025Q4: 29,465 shares; 2026Q1: 11,716 shares 11,716 $346K 0.04% -17,749 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,361 shares 8,361 $341K 0.04% new Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,114 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 1,998 shares 1,998 $338K 0.04% -142 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,777 shares; 2025Q1: not reported; 2025Q2: 3,288 shares; 2025Q3: 3,641 shares; 2025Q4: 4,098 shares; 2026Q1: 4,274 shares 4,274 $332K 0.04% +176 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: 45,344 shares; 2024Q4: 45,726 shares; 2025Q1: not reported; 2025Q2: 9,415 shares; 2025Q3: 8,397 shares; 2025Q4: not reported; 2026Q1: 11,340 shares 11,340 $329K 0.04% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,756 shares; 2026Q1: 4,813 shares 4,813 $328K 0.04% +1,057 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,206 shares; 2025Q2: 9,346 shares; 2025Q3: 10,228 shares; 2025Q4: 9,672 shares; 2026Q1: 3,447 shares 3,447 $324K 0.04% -6,225 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: 1,361 shares; 2024Q4: not reported; 2025Q1: 2,814 shares; 2025Q2: 2,282 shares; 2025Q3: 1,876 shares; 2025Q4: 1,513 shares; 2026Q1: 1,582 shares 1,582 $322K 0.04% +69 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: 1,020 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 927 shares 927 $317K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 762 shares; 2025Q4: 727 shares; 2026Q1: 877 shares 877 $314K 0.04% +150 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,376 shares; 2025Q2: 8,039 shares; 2025Q3: 7,236 shares; 2025Q4: 7,047 shares; 2026Q1: 2,710 shares 2,710 $312K 0.04% -4,337 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,971 shares 15,971 $306K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,272 shares; 2024Q4: 4,599 shares; 2025Q1: 16,188 shares; 2025Q2: 16,515 shares; 2025Q3: 16,993 shares; 2025Q4: 16,452 shares; 2026Q1: 4,628 shares 4,628 $305K 0.03% -11,824 Timeline DFGR 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: 7,525 shares; 2025Q3: 8,969 shares; 2025Q4: 10,862 shares; 2026Q1: 11,483 shares 11,483 $305K 0.03% +621 Timeline WLDN WILLDAN GROUP INC More: the full row for WILLDAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,129 shares; 2025Q4: 2,129 shares; 2026Q1: 3,947 shares 3,947 $302K 0.03% +1,818 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: 3,062 shares; 2024Q4: 3,055 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,649 shares; 2026Q1: 2,487 shares 2,487 $299K 0.03% -162 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: 9,300 shares; 2024Q4: 27,757 shares; 2025Q1: 26,004 shares; 2025Q2: 27,345 shares; 2025Q3: 25,119 shares; 2025Q4: 24,808 shares; 2026Q1: 9,369 shares 9,369 $287K 0.03% -15,439 Timeline CSHI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,607 shares 5,607 $279K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,010 shares; 2025Q4: 1,394 shares; 2026Q1: 1,384 shares 1,384 $275K 0.03% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,003 shares; 2026Q1: 1,856 shares 1,856 $271K 0.03% -147 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 965 shares; 2025Q3: 776 shares; 2025Q4: 818 shares; 2026Q1: 798 shares 798 $270K 0.03% -20 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: 849 shares; 2024Q4: 847 shares; 2025Q1: 751 shares; 2025Q2: 826 shares; 2025Q3: 783 shares; 2025Q4: 774 shares; 2026Q1: 751 shares 751 $264K 0.03% -23 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,059 shares 1,059 $263K 0.03% +5 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,937 shares; 2026Q1: 10,365 shares 10,365 $258K 0.03% -572 Timeline CAAP CORPORACION AMER ARPTS S A More: the full row for CORPORACION AMER ARPTS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,124 shares; 2024Q4: 46,618 shares; 2025Q1: 33,551 shares; 2025Q2: 28,984 shares; 2025Q3: 29,754 shares; 2025Q4: 27,788 shares; 2026Q1: 10,118 shares 10,118 $256K 0.03% -17,670 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 3,532 shares; 2025Q1: 3,192 shares; 2025Q2: 2,792 shares; 2025Q3: 2,792 shares; 2025Q4: 2,632 shares; 2026Q1: 2,001 shares 2,001 $256K 0.03% -631 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,193 shares 1,193 $255K 0.03% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,672 shares; 2024Q4: 47,068 shares; 2025Q1: 38,684 shares; 2025Q2: 1,421 shares; 2025Q3: 1,373 shares; 2025Q4: 1,266 shares; 2026Q1: 1,267 shares 1,267 $251K 0.03% +1 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: 4,256 shares; 2024Q4: 2,932 shares; 2025Q1: 7,894 shares; 2025Q2: 3,650 shares; 2025Q3: 2,938 shares; 2025Q4: 3,734 shares; 2026Q1: 3,404 shares 3,404 $251K 0.03% -330 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: 2,222 shares; 2024Q4: 2,218 shares; 2025Q1: 2,064 shares; 2025Q2: 2,466 shares; 2025Q3: 2,455 shares; 2025Q4: 2,575 shares; 2026Q1: 2,441 shares 2,441 $251K 0.03% -134 Timeline BILS 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: 2,449 shares; 2025Q3: 2,467 shares; 2025Q4: 2,491 shares; 2026Q1: 2,501 shares 2,501 $249K 0.03% +10 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: 2,474 shares 2,474 $245K 0.03% new Timeline DFIP 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: not reported; 2026Q1: 5,745 shares 5,745 $240K 0.03% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,315 shares 1,315 $239K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,237 shares; 2025Q4: 3,069 shares; 2026Q1: 3,069 shares 3,069 $237K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 157 shares; 2026Q1: 204 shares 204 $236K 0.03% +47 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,603 shares; 2025Q3: 11,354 shares; 2025Q4: 10,647 shares; 2026Q1: 1,650 shares 1,650 $235K 0.03% -8,997 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,295 shares 2,295 $235K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,398 shares 2,398 $233K 0.03% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 236 shares 236 $231K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,472 shares 1,472 $228K 0.03% new Timeline ICVT 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: 6,067 shares; 2024Q4: 10,244 shares; 2025Q1: 7,971 shares; 2025Q2: 4,431 shares; 2025Q3: 5,143 shares; 2025Q4: 5,290 shares; 2026Q1: 2,188 shares 2,188 $223K 0.03% -3,102 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,828 shares 4,828 $220K 0.02% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: not reported; 2026Q1: 1,790 shares 1,790 $220K 0.02% new Timeline XT 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: 3,595 shares; 2025Q3: 3,738 shares; 2025Q4: 3,600 shares; 2026Q1: 3,105 shares 3,105 $212K 0.02% -495 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: 3,900 shares; 2024Q4: 2,588 shares; 2025Q1: not reported; 2025Q2: 2,666 shares; 2025Q3: 2,124 shares; 2025Q4: 2,213 shares; 2026Q1: 2,126 shares 2,126 $211K 0.02% -87 Timeline SCHH 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: not reported; 2025Q2: not reported; 2025Q3: 11,462 shares; 2025Q4: 9,952 shares; 2026Q1: 9,313 shares 9,313 $200K 0.02% -639 Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC 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: 27,639 shares 27,639 $194K 0.02% new Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,372 shares; 2024Q4: 12,376 shares; 2025Q1: 12,351 shares; 2025Q2: 12,351 shares; 2025Q3: 12,351 shares; 2025Q4: 13,151 shares; 2026Q1: 13,255 shares 13,255 $92.1K 0.01% +104 Timeline CMPX COMPASS THERAPEUTICS INC More: the full row for COMPASS THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,000 shares 16,000 $84.6K 0.01% new Timeline HURA TUHURA BIOSCIENCES INC More: the full row for TUHURA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,000 shares; 2025Q2: 23,400 shares; 2025Q3: 22,500 shares; 2025Q4: 42,506 shares; 2026Q1: 42,506 shares 42,506 $76.1K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & 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: 11,850 shares; 2026Q1: 11,054 shares 11,054 $66.2K 0.01% -796 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,500 shares; 2024Q4: 36,000 shares; 2025Q1: 36,000 shares; 2025Q2: 36,000 shares; 2025Q3: 40,500 shares; 2025Q4: 36,000 shares; 2026Q1: 40,500 shares 40,500 $65.6K 0.01% +4,500 Timeline NYXH NYXOAH S A More: the full row for NYXOAH S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,271 shares; 2025Q3: 16,271 shares; 2025Q4: 16,271 shares; 2026Q1: 16,254 shares 16,254 $47.5K 0.01% -17 Timeline MRKR MARKER THERAPEUTICS INC More: the full row for MARKER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,237 shares; 2025Q1: 23,400 shares; 2025Q2: 23,400 shares; 2025Q3: 29,000 shares; 2025Q4: 27,000 shares; 2026Q1: 29,000 shares 29,000 $37.7K <0.01% +2,000 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,861 shares; 2025Q3: 25,079 shares; 2025Q4: 25,079 shares; 2026Q1: 25,079 shares 25,079 $16.1K <0.01% 0 Timeline GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,400 shares 23,400 $9.55K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares 11,100 $6.13K <0.01% 0 Timeline