IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,526 shares; 2024Q4: 99,454 shares; 2025Q1: 119,327 shares; 2025Q2: 132,571 shares; 2025Q3: 143,241 shares; 2025Q4: 139,310 shares; 2026Q1: 140,000 shares 140,000 $49.9M 6.35% +690 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: 51,428 shares; 2024Q4: 45,410 shares; 2025Q1: 58,061 shares; 2025Q2: 55,067 shares; 2025Q3: 359,473 shares; 2025Q4: 821,240 shares; 2026Q1: 738,320 shares 738,320 $34.1M 4.34% -82,920 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: 150,099 shares; 2024Q4: 153,379 shares; 2025Q1: 144,665 shares; 2025Q2: 148,244 shares; 2025Q3: 150,150 shares; 2025Q4: 152,432 shares; 2026Q1: 145,765 shares 145,765 $25.4M 3.24% -6,667 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,934 shares; 2024Q4: 30,304 shares; 2025Q1: 28,736 shares; 2025Q2: 30,565 shares; 2025Q3: 33,296 shares; 2025Q4: 39,884 shares; 2026Q1: 43,658 shares 43,658 $25.2M 3.21% +3,774 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729,928 shares; 2024Q4: 672,567 shares; 2025Q1: 475,859 shares; 2025Q2: 537,552 shares; 2025Q3: 576,281 shares; 2025Q4: 400,327 shares; 2026Q1: 497,402 shares 497,402 $22.7M 2.89% +97,075 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: 107,429 shares; 2024Q4: 111,743 shares; 2025Q1: 107,925 shares; 2025Q2: 124,045 shares; 2025Q3: 134,922 shares; 2025Q4: 100,677 shares; 2026Q1: 100,322 shares 100,322 $21.6M 2.75% -355 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: 15,106 shares; 2024Q4: 13,474 shares; 2025Q1: 17,279 shares; 2025Q2: 19,997 shares; 2025Q3: 28,791 shares; 2025Q4: 285,099 shares; 2026Q1: 306,893 shares 306,893 $17.9M 2.27% +21,794 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: 58,547 shares; 2024Q4: 61,244 shares; 2025Q1: 59,219 shares; 2025Q2: 61,371 shares; 2025Q3: 63,940 shares; 2025Q4: 63,105 shares; 2026Q1: 60,683 shares 60,683 $17.5M 2.22% -2,422 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: 56,843 shares; 2024Q4: 59,423 shares; 2025Q1: 51,017 shares; 2025Q2: 53,996 shares; 2025Q3: 58,666 shares; 2025Q4: 59,932 shares; 2026Q1: 57,925 shares 57,925 $14.7M 1.87% -2,007 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: 48,097 shares; 2024Q4: 46,276 shares; 2025Q1: 53,089 shares; 2025Q2: 55,361 shares; 2025Q3: 59,577 shares; 2025Q4: 65,250 shares; 2026Q1: 59,656 shares 59,656 $14.6M 1.86% -5,594 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: 338,964 shares; 2024Q4: 31,983 shares; 2025Q1: 341,207 shares; 2025Q2: 361,764 shares; 2025Q3: 321,857 shares; 2025Q4: 236,147 shares; 2026Q1: 595,685 shares 595,685 $13.6M 1.74% +359,538 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: 6,652 shares; 2024Q4: 7,076 shares; 2025Q1: 11,325 shares; 2025Q2: 12,904 shares; 2025Q3: 183,939 shares; 2025Q4: 254,719 shares; 2026Q1: 238,893 shares 238,893 $12.4M 1.58% -15,826 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: 50,830 shares; 2024Q4: 56,256 shares; 2025Q1: 54,140 shares; 2025Q2: 57,267 shares; 2025Q3: 60,701 shares; 2025Q4: 63,716 shares; 2026Q1: 57,569 shares 57,569 $12M 1.53% -6,147 Timeline EMGF 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: 191,796 shares; 2026Q1: 186,839 shares 186,839 $11.3M 1.44% -4,957 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: 22,110 shares; 2024Q4: 24,451 shares; 2025Q1: 15,290 shares; 2025Q2: 22,107 shares; 2025Q3: 27,457 shares; 2025Q4: 27,487 shares; 2026Q1: 29,900 shares 29,900 $11.1M 1.41% +2,413 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: 30,752 shares; 2024Q4: 31,555 shares; 2025Q1: 27,177 shares; 2025Q2: 28,438 shares; 2025Q3: 28,232 shares; 2025Q4: 28,684 shares; 2026Q1: 29,587 shares 29,587 $11M 1.39% +903 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: 7,068 shares; 2024Q4: 7,494 shares; 2025Q1: 8,242 shares; 2025Q2: 8,449 shares; 2025Q3: 51,046 shares; 2025Q4: 106,330 shares; 2026Q1: 112,190 shares 112,190 $10.7M 1.36% +5,860 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: 2,478 shares; 2024Q4: 476,635 shares; 2025Q1: 417,691 shares; 2025Q2: 440,414 shares; 2025Q3: 300,717 shares; 2025Q4: 107,421 shares; 2026Q1: 102,760 shares 102,760 $10.2M 1.3% -4,661 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: 14,156 shares; 2024Q4: 14,863 shares; 2025Q1: 16,509 shares; 2025Q2: 18,051 shares; 2025Q3: 17,462 shares; 2025Q4: 17,786 shares; 2026Q1: 17,566 shares 17,566 $10.1M 1.28% -220 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 198,696 shares; 2024Q4: 210,332 shares; 2025Q1: 215,590 shares; 2025Q2: 226,548 shares; 2025Q3: 176,158 shares; 2025Q4: 115,941 shares; 2026Q1: 121,106 shares 121,106 $10M 1.28% +5,165 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: 10,669 shares; 2024Q4: 11,479 shares; 2025Q1: 9,299 shares; 2025Q2: 9,191 shares; 2025Q3: 11,165 shares; 2025Q4: 14,202 shares; 2026Q1: 14,610 shares 14,610 $9.54M 1.21% +408 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: 53,414 shares; 2024Q4: 14,894 shares; 2025Q1: 24,824 shares; 2025Q2: 103,225 shares; 2025Q3: 118,671 shares; 2025Q4: 104,742 shares; 2026Q1: 101,966 shares 101,966 $9.34M 1.19% -2,776 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: 19,499 shares; 2024Q4: 20,735 shares; 2025Q1: 21,789 shares; 2025Q2: 22,072 shares; 2025Q3: 24,534 shares; 2025Q4: 30,272 shares; 2026Q1: 30,563 shares 30,563 $8.99M 1.14% +291 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: 53,049 shares; 2024Q4: 54,433 shares; 2025Q1: 52,542 shares; 2025Q2: 52,777 shares; 2025Q3: 67,159 shares; 2025Q4: 75,872 shares; 2026Q1: 60,296 shares 60,296 $7.49M 0.95% -15,576 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: not reported; 2025Q3: 18,548 shares; 2025Q4: 192,382 shares; 2026Q1: 207,411 shares 207,411 $6.83M 0.87% +15,029 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: 11,252 shares; 2024Q4: 16,016 shares; 2025Q1: 10,660 shares; 2025Q2: 10,118 shares; 2025Q3: 51,897 shares; 2025Q4: 111,674 shares; 2026Q1: 122,897 shares 122,897 $6.15M 0.78% +11,223 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,223 shares; 2025Q2: 129,534 shares; 2025Q3: 111,833 shares; 2025Q4: 111,599 shares; 2026Q1: 120,436 shares 120,436 $6.14M 0.78% +8,837 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: 84,772 shares; 2024Q4: 69,868 shares; 2025Q1: 32,050 shares; 2025Q2: 32,371 shares; 2025Q3: 40,950 shares; 2025Q4: 39,212 shares; 2026Q1: 38,649 shares 38,649 $5.65M 0.72% -563 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: 17,113 shares; 2024Q4: 24,353 shares; 2025Q1: 10,162 shares; 2025Q2: 17,521 shares; 2025Q3: 70,370 shares; 2025Q4: 167,041 shares; 2026Q1: 197,874 shares 197,874 $5.56M 0.71% +30,833 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: 7,038 shares; 2024Q4: 7,505 shares; 2025Q1: 6,848 shares; 2025Q2: 13,170 shares; 2025Q3: 16,048 shares; 2025Q4: 17,299 shares; 2026Q1: 17,768 shares 17,768 $5.5M 0.7% +469 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: 91,457 shares; 2024Q4: 292,797 shares; 2025Q1: 303,171 shares; 2025Q2: 283,324 shares; 2025Q3: 177,194 shares; 2025Q4: 171,752 shares; 2026Q1: 167,190 shares 167,190 $5.13M 0.65% -4,562 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 102,816 shares; 2025Q4: 100,312 shares; 2026Q1: 101,181 shares 101,181 $5.11M 0.65% +869 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: 106,427 shares; 2026Q1: 109,889 shares 109,889 $5.04M 0.64% +3,462 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: 11,785 shares; 2024Q4: 11,730 shares; 2025Q1: 10,892 shares; 2025Q2: 11,943 shares; 2025Q3: 14,252 shares; 2025Q4: 14,662 shares; 2026Q1: 14,882 shares 14,882 $5.03M 0.64% +220 Timeline SPTM 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: 51,926 shares; 2024Q4: 52,741 shares; 2025Q1: 73,487 shares; 2025Q2: 73,945 shares; 2025Q3: 75,572 shares; 2025Q4: 76,456 shares; 2026Q1: 63,083 shares 63,083 $4.99M 0.63% -13,373 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,816 shares; 2024Q4: 46,790 shares; 2025Q1: 48,962 shares; 2025Q2: 52,373 shares; 2025Q3: 53,062 shares; 2025Q4: 52,172 shares; 2026Q1: 53,499 shares 53,499 $4.7M 0.6% +1,327 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,045 shares; 2024Q4: 50,936 shares; 2025Q1: 90,546 shares; 2025Q2: 106,023 shares; 2025Q3: 131,941 shares; 2025Q4: 136,525 shares; 2026Q1: 154,988 shares 154,988 $4.52M 0.58% +18,463 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,850 shares; 2025Q3: 5,464 shares; 2025Q4: 42,235 shares; 2026Q1: 62,996 shares 62,996 $4.46M 0.57% +20,761 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: 3,860 shares; 2024Q4: 3,736 shares; 2025Q1: 3,391 shares; 2025Q2: 3,314 shares; 2025Q3: 4,212 shares; 2025Q4: 4,422 shares; 2026Q1: 4,850 shares 4,850 $4.46M 0.57% +428 Timeline SPTI 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: 91,272 shares; 2024Q4: 90,661 shares; 2025Q1: 103,996 shares; 2025Q2: 112,257 shares; 2025Q3: 126,430 shares; 2025Q4: 129,361 shares; 2026Q1: 151,169 shares 151,169 $4.33M 0.55% +21,808 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,006 shares; 2024Q4: 5,616 shares; 2025Q1: 5,080 shares; 2025Q2: 4,632 shares; 2025Q3: 3,187 shares; 2025Q4: 6,370 shares; 2026Q1: 17,512 shares 17,512 $4.26M 0.54% +11,142 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: 8,004 shares; 2024Q4: 7,668 shares; 2025Q1: 5,692 shares; 2025Q2: 5,750 shares; 2025Q3: 4,669 shares; 2025Q4: 42,072 shares; 2026Q1: 43,687 shares 43,687 $4.2M 0.53% +1,615 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: 526,332 shares; 2024Q4: 51,837 shares; 2025Q1: 44,029 shares; 2025Q2: 51,378 shares; 2025Q3: 51,471 shares; 2025Q4: 52,826 shares; 2026Q1: 54,775 shares 54,775 $4.03M 0.51% +1,949 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,978 shares; 2026Q1: 43,073 shares 43,073 $3.9M 0.5% +1,095 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,751 shares; 2024Q4: 43,264 shares; 2025Q1: 62,199 shares; 2025Q2: 59,660 shares; 2025Q3: 66,283 shares; 2025Q4: 66,840 shares; 2026Q1: 76,946 shares 76,946 $3.87M 0.49% +10,106 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,989 shares; 2024Q4: 18,101 shares; 2025Q1: 14,342 shares; 2025Q2: 20,260 shares; 2025Q3: 23,523 shares; 2025Q4: 26,126 shares; 2026Q1: 23,562 shares 23,562 $3.87M 0.49% -2,564 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: 108,428 shares; 2024Q4: 110,804 shares; 2025Q1: 83,287 shares; 2025Q2: 84,159 shares; 2025Q3: 88,828 shares; 2025Q4: 55,569 shares; 2026Q1: 59,350 shares 59,350 $3.8M 0.48% +3,781 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: 6,358 shares; 2024Q4: 6,732 shares; 2025Q1: 4,788 shares; 2025Q2: 4,678 shares; 2025Q3: 5,070 shares; 2025Q4: 5,714 shares; 2026Q1: 6,166 shares 6,166 $3.68M 0.47% +452 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,182 shares; 2024Q4: 8,132 shares; 2025Q1: 7,757 shares; 2025Q2: 6,705 shares; 2025Q3: 7,047 shares; 2025Q4: 7,275 shares; 2026Q1: 14,695 shares 14,695 $3.63M 0.46% +7,420 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: 34,932 shares; 2024Q4: 35,651 shares; 2025Q1: 38,725 shares; 2025Q2: 37,232 shares; 2025Q3: 37,484 shares; 2025Q4: 30,185 shares; 2026Q1: 31,695 shares 31,695 $3.59M 0.46% +1,510 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: 54,372 shares; 2024Q4: 54,678 shares; 2025Q1: 49,448 shares; 2025Q2: 48,569 shares; 2025Q3: 50,779 shares; 2025Q4: 105,318 shares; 2026Q1: 106,292 shares 106,292 $3.56M 0.45% +974 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,266 shares; 2024Q4: 188,749 shares; 2025Q1: 191,090 shares; 2025Q2: 190,653 shares; 2025Q3: 191,004 shares; 2025Q4: 135,876 shares; 2026Q1: 139,045 shares 139,045 $3.56M 0.45% +3,169 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,418 shares; 2025Q4: 58,951 shares; 2026Q1: 58,942 shares 58,942 $3.51M 0.45% -9 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: 2,005 shares; 2024Q4: 2,090 shares; 2025Q1: 2,428 shares; 2025Q2: 2,497 shares; 2025Q3: 3,264 shares; 2025Q4: 3,959 shares; 2026Q1: 4,130 shares 4,130 $3.49M 0.44% +171 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,733 shares; 2024Q4: 11,529 shares; 2025Q1: 20,171 shares; 2025Q2: 23,009 shares; 2025Q3: 26,963 shares; 2025Q4: 29,088 shares; 2026Q1: 31,929 shares 31,929 $3.49M 0.44% +2,841 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: 8,232 shares; 2024Q4: 7,886 shares; 2025Q1: 4,511 shares; 2025Q2: 4,514 shares; 2025Q3: 4,462 shares; 2025Q4: 11,136 shares; 2026Q1: 11,374 shares 11,374 $3.36M 0.43% +238 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: 6,260 shares; 2024Q4: 6,384 shares; 2025Q1: 5,300 shares; 2025Q2: 6,276 shares; 2025Q3: 6,221 shares; 2025Q4: 7,250 shares; 2026Q1: 7,409 shares 7,409 $3.24M 0.41% +159 Timeline VIGI 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: 31,080 shares; 2024Q4: 32,454 shares; 2025Q1: 33,319 shares; 2025Q2: 34,876 shares; 2025Q3: 36,420 shares; 2025Q4: 35,062 shares; 2026Q1: 34,921 shares 34,921 $3.09M 0.39% -141 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: 12,344 shares; 2024Q4: 12,465 shares; 2025Q1: 15,740 shares; 2025Q2: 13,715 shares; 2025Q3: 13,319 shares; 2025Q4: 10,825 shares; 2026Q1: 7,563 shares 7,563 $3.08M 0.39% -3,262 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,991 shares; 2024Q4: 11,091 shares; 2025Q1: 10,675 shares; 2025Q2: 8,198 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,935 shares 38,935 $3M 0.38% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,872 shares; 2024Q4: 49,603 shares; 2025Q1: 53,808 shares; 2025Q2: 56,390 shares; 2025Q3: 56,422 shares; 2025Q4: 54,644 shares; 2026Q1: 53,887 shares 53,887 $2.99M 0.38% -757 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 336,772 shares; 2025Q4: 410,784 shares; 2026Q1: 412,899 shares 412,899 $2.87M 0.37% +2,115 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: 9,494 shares; 2024Q4: 50,359 shares; 2025Q1: 73,770 shares; 2025Q2: 81,888 shares; 2025Q3: 91,237 shares; 2025Q4: 92,069 shares; 2026Q1: 98,485 shares 98,485 $2.87M 0.37% +6,416 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,461 shares; 2024Q4: 177,546 shares; 2025Q1: 201,334 shares; 2025Q2: 181,005 shares; 2025Q3: 189,582 shares; 2025Q4: 195,899 shares; 2026Q1: 196,356 shares 196,356 $2.82M 0.36% +457 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,315 shares; 2026Q1: 28,554 shares 28,554 $2.79M 0.35% +8,239 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,840 shares; 2024Q4: 20,982 shares; 2025Q1: 20,065 shares; 2025Q2: 22,975 shares; 2025Q3: 28,851 shares; 2025Q4: 31,884 shares; 2026Q1: 34,450 shares 34,450 $2.74M 0.35% +2,566 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,247 shares; 2025Q4: 14,727 shares; 2026Q1: 14,826 shares 14,826 $2.66M 0.34% +99 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,583 shares; 2024Q4: 40,108 shares; 2025Q1: 38,369 shares; 2025Q2: 33,338 shares; 2025Q3: 32,609 shares; 2025Q4: 32,939 shares; 2026Q1: 33,826 shares 33,826 $2.66M 0.34% +887 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,185 shares; 2025Q3: 52,103 shares; 2025Q4: 24,991 shares; 2026Q1: 19,524 shares 19,524 $2.65M 0.34% -5,467 Timeline GSAT GLOBALSTAR INC More: the full row for GLOBALSTAR 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: 73,597 shares; 2025Q4: 39,457 shares; 2026Q1: 38,364 shares 38,364 $2.55M 0.32% -1,093 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: 11,696 shares; 2024Q4: 11,777 shares; 2025Q1: 10,083 shares; 2025Q2: 17,150 shares; 2025Q3: 15,398 shares; 2025Q4: 11,865 shares; 2026Q1: 7,316 shares 7,316 $2.5M 0.32% -4,549 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,306 shares; 2024Q4: 47,458 shares; 2025Q1: 47,118 shares; 2025Q2: 47,303 shares; 2025Q3: 48,556 shares; 2025Q4: 42,187 shares; 2026Q1: 43,830 shares 43,830 $2.48M 0.32% +1,643 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: 3,514 shares; 2024Q4: 3,062 shares; 2025Q1: 3,024 shares; 2025Q2: 3,084 shares; 2025Q3: 4,278 shares; 2025Q4: 4,766 shares; 2026Q1: 5,163 shares 5,163 $2.47M 0.31% +397 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,478 shares; 2024Q4: 32,438 shares; 2025Q1: 32,856 shares; 2025Q2: 31,918 shares; 2025Q3: 37,226 shares; 2025Q4: 38,504 shares; 2026Q1: 40,313 shares 40,313 $2.47M 0.31% +1,809 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: 6,206 shares; 2024Q4: 12,414 shares; 2025Q1: 11,866 shares; 2025Q2: 11,837 shares; 2025Q3: 14,795 shares; 2025Q4: 16,807 shares; 2026Q1: 15,356 shares 15,356 $2.46M 0.31% -1,451 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,353 shares; 2024Q4: 2,262 shares; 2025Q1: 2,079 shares; 2025Q2: 2,107 shares; 2025Q3: 2,043 shares; 2025Q4: 3,548 shares; 2026Q1: 3,578 shares 3,578 $2.44M 0.31% +30 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,143 shares; 2024Q4: 13,743 shares; 2025Q1: 12,303 shares; 2025Q2: 14,138 shares; 2025Q3: 17,071 shares; 2025Q4: 19,329 shares; 2026Q1: 25,689 shares 25,689 $2.41M 0.31% +6,360 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,620 shares; 2024Q4: 11,634 shares; 2025Q1: 8,580 shares; 2025Q2: 2,013 shares; 2025Q3: 1,774 shares; 2025Q4: 7,971 shares; 2026Q1: 17,630 shares 17,630 $2.41M 0.31% +9,659 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,088 shares; 2024Q4: 30,449 shares; 2025Q1: 41,859 shares; 2025Q2: 43,540 shares; 2025Q3: 69,367 shares; 2025Q4: 87,385 shares; 2026Q1: 92,179 shares 92,179 $2.4M 0.31% +4,794 Timeline IGIB 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: 8,199 shares; 2025Q4: 33,837 shares; 2026Q1: 44,408 shares 44,408 $2.36M 0.3% +10,571 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 8,724 shares; 2025Q1: 8,288 shares; 2025Q2: 8,224 shares; 2025Q3: 10,070 shares; 2025Q4: 10,067 shares; 2026Q1: 7,365 shares 7,365 $2.34M 0.3% -2,702 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: 6,371 shares; 2024Q4: 6,606 shares; 2025Q1: 6,531 shares; 2025Q2: 6,425 shares; 2025Q3: 6,665 shares; 2025Q4: 6,744 shares; 2026Q1: 7,088 shares 7,088 $2.33M 0.3% +344 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: 5,146 shares; 2024Q4: 5,118 shares; 2025Q1: 5,603 shares; 2025Q2: 6,141 shares; 2025Q3: 6,622 shares; 2025Q4: 6,010 shares; 2026Q1: 13,611 shares 13,611 $2.31M 0.29% +7,601 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,332 shares; 2026Q1: 11,540 shares 11,540 $2.29M 0.29% +208 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,466 shares; 2024Q4: 9,471 shares; 2025Q1: 2,855 shares; 2025Q2: 2,927 shares; 2025Q3: 3,027 shares; 2025Q4: 2,432 shares; 2026Q1: 11,188 shares 11,188 $2.29M 0.29% +8,756 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: 19,889 shares; 2024Q4: 14,141 shares; 2025Q1: 16,372 shares; 2025Q2: 14,581 shares; 2025Q3: 42,323 shares; 2025Q4: 38,683 shares; 2026Q1: 39,009 shares 39,009 $2.21M 0.28% +326 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,625 shares; 2025Q3: 48,636 shares; 2025Q4: 64,624 shares; 2026Q1: 65,831 shares 65,831 $2.21M 0.28% +1,207 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: 2,569 shares; 2024Q4: 2,611 shares; 2025Q1: 2,603 shares; 2025Q2: 2,748 shares; 2025Q3: 2,741 shares; 2025Q4: 2,469 shares; 2026Q1: 3,352 shares 3,352 $2.18M 0.28% +883 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,556 shares; 2025Q2: 11,683 shares; 2025Q3: 12,456 shares; 2025Q4: 32,628 shares; 2026Q1: 30,930 shares 30,930 $2.16M 0.27% -1,698 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,995 shares; 2024Q4: 6,044 shares; 2025Q1: 5,746 shares; 2025Q2: 6,989 shares; 2025Q3: 7,152 shares; 2025Q4: 7,355 shares; 2026Q1: 7,393 shares 7,393 $2.16M 0.27% +38 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,033 shares; 2024Q4: 44,291 shares; 2025Q1: 45,302 shares; 2025Q2: 48,171 shares; 2025Q3: 50,624 shares; 2025Q4: 49,143 shares; 2026Q1: 48,735 shares 48,735 $2.07M 0.26% -408 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,435 shares; 2024Q4: 15,442 shares; 2025Q1: 23,579 shares; 2025Q2: 27,479 shares; 2025Q3: 23,575 shares; 2025Q4: 21,980 shares; 2026Q1: 21,738 shares 21,738 $2.02M 0.26% -242 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: 1,314 shares; 2024Q4: 1,308 shares; 2025Q1: 1,179 shares; 2025Q2: 1,508 shares; 2025Q3: 2,375 shares; 2025Q4: 2,399 shares; 2026Q1: 1,986 shares 1,986 $1.98M 0.25% -413 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 8,607 shares; 2026Q1: 16,831 shares 16,831 $1.97M 0.25% +8,224 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,849 shares; 2024Q4: 11,967 shares; 2025Q1: 9,155 shares; 2025Q2: 8,709 shares; 2025Q3: 34,852 shares; 2025Q4: 37,273 shares; 2026Q1: 38,992 shares 38,992 $1.96M 0.25% +1,719 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,261 shares; 2024Q4: 63,685 shares; 2025Q1: 61,541 shares; 2025Q2: 86,457 shares; 2025Q3: 67,370 shares; 2025Q4: 43,474 shares; 2026Q1: 40,521 shares 40,521 $1.96M 0.25% -2,953 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: 76,723 shares; 2024Q4: 85,220 shares; 2025Q1: 85,910 shares; 2025Q2: 93,427 shares; 2025Q3: 98,390 shares; 2025Q4: 18,414 shares; 2026Q1: 15,724 shares 15,724 $1.95M 0.25% -2,690 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,126 shares; 2025Q2: 3,824 shares; 2025Q3: 2,357 shares; 2025Q4: 1,544 shares; 2026Q1: 9,591 shares 9,591 $1.9M 0.24% +8,047 Timeline QSIG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,891 shares; 2024Q4: 24,393 shares; 2025Q1: 28,794 shares; 2025Q2: 30,317 shares; 2025Q3: 33,594 shares; 2025Q4: 33,899 shares; 2026Q1: 38,563 shares 38,563 $1.87M 0.24% +4,664 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: 16,143 shares; 2024Q4: 16,203 shares; 2025Q1: 16,403 shares; 2025Q2: 18,600 shares; 2025Q3: 26,270 shares; 2025Q4: 32,910 shares; 2026Q1: 27,939 shares 27,939 $1.86M 0.24% -4,971 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,725 shares; 2024Q4: 26,692 shares; 2025Q1: 26,296 shares; 2025Q2: 25,953 shares; 2025Q3: 27,489 shares; 2025Q4: 28,137 shares; 2026Q1: 28,141 shares 28,141 $1.84M 0.23% +4 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,898 shares; 2024Q4: 3,956 shares; 2025Q1: 3,912 shares; 2025Q2: 3,814 shares; 2025Q3: 3,975 shares; 2025Q4: 4,094 shares; 2026Q1: 4,082 shares 4,082 $1.82M 0.23% -12 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: 11,933 shares; 2024Q4: 11,835 shares; 2025Q1: 11,504 shares; 2025Q2: 11,791 shares; 2025Q3: 12,219 shares; 2025Q4: 12,595 shares; 2026Q1: 13,497 shares 13,497 $1.77M 0.22% +902 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,795 shares; 2025Q1: 3,812 shares; 2025Q2: 3,818 shares; 2025Q3: 3,378 shares; 2025Q4: 5,658 shares; 2026Q1: 9,189 shares 9,189 $1.76M 0.22% +3,531 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: 12,141 shares; 2024Q4: 12,105 shares; 2025Q1: 13,815 shares; 2025Q2: 15,257 shares; 2025Q3: 46,354 shares; 2025Q4: 16,848 shares; 2026Q1: 17,465 shares 17,465 $1.76M 0.22% +617 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: 17,474 shares; 2024Q4: 16,153 shares; 2025Q1: 15,980 shares; 2025Q2: 18,963 shares; 2025Q3: 29,166 shares; 2025Q4: 33,282 shares; 2026Q1: 36,000 shares 36,000 $1.76M 0.22% +2,718 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,145 shares; 2025Q3: 35,696 shares; 2025Q4: 48,940 shares; 2026Q1: 52,240 shares 52,240 $1.75M 0.22% +3,300 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: 7,107 shares; 2024Q4: 7,048 shares; 2025Q1: 7,136 shares; 2025Q2: 7,348 shares; 2025Q3: 7,919 shares; 2025Q4: 7,914 shares; 2026Q1: 8,036 shares 8,036 $1.75M 0.22% +122 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,751 shares; 2024Q4: 17,440 shares; 2025Q1: 24,467 shares; 2025Q2: 26,550 shares; 2025Q3: 30,068 shares; 2025Q4: 30,697 shares; 2026Q1: 34,783 shares 34,783 $1.74M 0.22% +4,086 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: 21,073 shares; 2024Q4: 20,707 shares; 2025Q1: 20,872 shares; 2025Q2: 21,506 shares; 2025Q3: 21,910 shares; 2025Q4: 22,523 shares; 2026Q1: 22,658 shares 22,658 $1.72M 0.22% +135 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: 15,399 shares; 2024Q4: not reported; 2025Q1: 14,335 shares; 2025Q2: 15,170 shares; 2025Q3: 13,377 shares; 2025Q4: 11,983 shares; 2026Q1: 12,444 shares 12,444 $1.71M 0.22% +461 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 14,950 shares; 2025Q1: 17,556 shares; 2025Q2: 19,215 shares; 2025Q3: 20,961 shares; 2025Q4: 21,450 shares; 2026Q1: 23,814 shares 23,814 $1.69M 0.21% +2,364 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,760 shares; 2024Q4: 49,737 shares; 2025Q1: 39,094 shares; 2025Q2: 35,912 shares; 2025Q3: 32,635 shares; 2025Q4: 33,180 shares; 2026Q1: 38,006 shares 38,006 $1.65M 0.21% +4,826 Timeline DDLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,987 shares; 2024Q4: 31,848 shares; 2025Q1: 30,160 shares; 2025Q2: 31,797 shares; 2025Q3: 32,074 shares; 2025Q4: 34,165 shares; 2026Q1: 37,335 shares 37,335 $1.62M 0.21% +3,170 Timeline FRPT FRESHPET INC More: the full row for FRESHPET 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: 27,248 shares 27,248 $1.61M 0.2% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,834 shares 1,834 $1.6M 0.2% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,245 shares; 2026Q1: 29,207 shares 29,207 $1.58M 0.2% +2,962 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: 2,866 shares; 2024Q4: 2,552 shares; 2025Q1: 2,997 shares; 2025Q2: 2,520 shares; 2025Q3: 4,945 shares; 2025Q4: 6,703 shares; 2026Q1: 7,582 shares 7,582 $1.57M 0.2% +879 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: not reported; 2025Q2: not reported; 2025Q3: 33,866 shares; 2025Q4: 32,473 shares; 2026Q1: 31,530 shares 31,530 $1.54M 0.2% -943 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 865 shares; 2025Q1: 1,268 shares; 2025Q2: 1,280 shares; 2025Q3: 1,403 shares; 2025Q4: 1,331 shares; 2026Q1: 1,294 shares 1,294 $1.54M 0.2% -37 UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 2,097 shares; 2025Q1: not reported; 2025Q2: 2,028 shares; 2025Q3: 11,141 shares; 2025Q4: 14,320 shares; 2026Q1: 15,666 shares 15,666 $1.54M 0.2% +1,346 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 1,107 shares; 2025Q1: 1,510 shares; 2025Q2: 1,438 shares; 2025Q3: 1,536 shares; 2025Q4: 1,451 shares; 2026Q1: 1,326 shares 1,326 $1.53M 0.19% -125 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: 30,146 shares; 2024Q4: 28,497 shares; 2025Q1: 27,432 shares; 2025Q2: 27,644 shares; 2025Q3: 27,728 shares; 2025Q4: 27,979 shares; 2026Q1: 31,837 shares 31,837 $1.53M 0.19% +3,858 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: 10,283 shares; 2024Q4: 10,247 shares; 2025Q1: 10,236 shares; 2025Q2: 10,279 shares; 2025Q3: 10,164 shares; 2025Q4: 10,723 shares; 2026Q1: 10,320 shares 10,320 $1.53M 0.19% -403 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: not reported; 2024Q4: not reported; 2025Q1: 10,824 shares; 2025Q2: 13,655 shares; 2025Q3: 17,431 shares; 2025Q4: 19,380 shares; 2026Q1: 21,114 shares 21,114 $1.5M 0.19% +1,734 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: 5,176 shares; 2024Q4: 3,235 shares; 2025Q1: 4,887 shares; 2025Q2: 4,701 shares; 2025Q3: 5,020 shares; 2025Q4: 7,779 shares; 2026Q1: 7,023 shares 7,023 $1.48M 0.19% -756 Timeline KJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,527 shares; 2024Q4: 33,547 shares; 2025Q1: 32,341 shares; 2025Q2: 32,638 shares; 2025Q3: 31,855 shares; 2025Q4: 30,278 shares; 2026Q1: 33,560 shares 33,560 $1.4M 0.18% +3,282 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: 23,883 shares; 2025Q1: 22,104 shares; 2025Q2: 18,275 shares; 2025Q3: 15,479 shares; 2025Q4: 12,753 shares; 2026Q1: 11,241 shares 11,241 $1.38M 0.18% -1,512 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 71,027 shares 71,027 $1.36M 0.17% new 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: 14,560 shares; 2025Q2: 14,248 shares; 2025Q3: 8,563 shares; 2025Q4: 6,574 shares; 2026Q1: 6,367 shares 6,367 $1.36M 0.17% -207 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: 70,373 shares; 2024Q4: 66,330 shares; 2025Q1: 37,157 shares; 2025Q2: 35,649 shares; 2025Q3: 29,709 shares; 2025Q4: 29,438 shares; 2026Q1: 29,360 shares 29,360 $1.35M 0.17% -78 Timeline VWOB 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: 12,830 shares; 2024Q4: 12,636 shares; 2025Q1: 15,369 shares; 2025Q2: 16,280 shares; 2025Q3: 17,679 shares; 2025Q4: 17,819 shares; 2026Q1: 19,870 shares 19,870 $1.31M 0.17% +2,051 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,997 shares; 2025Q1: not reported; 2025Q2: 3,244 shares; 2025Q3: 3,145 shares; 2025Q4: 2,819 shares; 2026Q1: 11,954 shares 11,954 $1.3M 0.17% +9,135 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,625 shares; 2024Q4: 14,625 shares; 2025Q1: 14,140 shares; 2025Q2: 14,140 shares; 2025Q3: 13,868 shares; 2025Q4: 17,103 shares; 2026Q1: 29,304 shares 29,304 $1.25M 0.16% +12,201 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,993 shares; 2024Q4: 71,204 shares; 2025Q1: 69,075 shares; 2025Q2: 69,737 shares; 2025Q3: 74,079 shares; 2025Q4: 34,850 shares; 2026Q1: 33,998 shares 33,998 $1.23M 0.16% -852 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,813 shares 5,813 $1.21M 0.15% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,728 shares; 2025Q1: 2,728 shares; 2025Q2: 5,551 shares; 2025Q3: 2,718 shares; 2025Q4: 2,380 shares; 2026Q1: 4,266 shares 4,266 $1.2M 0.15% +1,886 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,444 shares 25,444 $1.18M 0.15% new Timeline RAA ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,821 shares; 2025Q4: 45,443 shares; 2026Q1: 42,660 shares 42,660 $1.18M 0.15% -2,783 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,997 shares; 2024Q4: 9,448 shares; 2025Q1: 8,971 shares; 2025Q2: 8,636 shares; 2025Q3: 6,598 shares; 2025Q4: 5,225 shares; 2026Q1: 4,980 shares 4,980 $1.16M 0.15% -245 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: 3,543 shares; 2024Q4: 3,713 shares; 2025Q1: 3,651 shares; 2025Q2: 3,994 shares; 2025Q3: 4,271 shares; 2025Q4: 6,881 shares; 2026Q1: 5,236 shares 5,236 $1.14M 0.14% -1,645 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,328 shares; 2024Q4: 14,726 shares; 2025Q1: 13,915 shares; 2025Q2: 13,341 shares; 2025Q3: 8,978 shares; 2025Q4: 9,149 shares; 2026Q1: 8,818 shares 8,818 $1.14M 0.14% -331 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: 1,322 shares; 2025Q3: 2,108 shares; 2025Q4: 2,582 shares; 2026Q1: 2,646 shares 2,646 $1.13M 0.14% +64 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,875 shares; 2024Q4: 37,725 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,158 shares; 2025Q4: 13,097 shares; 2026Q1: 15,391 shares 15,391 $1.12M 0.14% +2,294 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,899 shares; 2025Q3: 3,839 shares; 2025Q4: 3,427 shares; 2026Q1: 14,752 shares 14,752 $1.11M 0.14% +11,325 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: 3,309 shares; 2024Q4: 3,184 shares; 2025Q1: 3,357 shares; 2025Q2: 3,761 shares; 2025Q3: 3,951 shares; 2025Q4: 3,769 shares; 2026Q1: 3,794 shares 3,794 $1.09M 0.14% +25 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: not reported; 2025Q1: 10,570 shares; 2025Q2: 13,337 shares; 2025Q3: 15,384 shares; 2025Q4: 15,202 shares; 2026Q1: 12,247 shares 12,247 $1.08M 0.14% -2,955 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: 4,295 shares; 2024Q4: 4,068 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,730 shares; 2026Q1: 11,979 shares 11,979 $1.07M 0.14% +249 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: 7,101 shares; 2024Q4: 6,815 shares; 2025Q1: 4,235 shares; 2025Q2: 4,837 shares; 2025Q3: 4,744 shares; 2025Q4: 4,934 shares; 2026Q1: 5,160 shares 5,160 $1.05M 0.13% +226 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: 2,841 shares; 2024Q4: 2,515 shares; 2025Q1: 2,215 shares; 2025Q2: 7,346 shares; 2025Q3: 6,866 shares; 2025Q4: 5,542 shares; 2026Q1: 5,553 shares 5,553 $1.04M 0.13% +11 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: 8,234 shares; 2024Q4: 6,595 shares; 2025Q1: 8,926 shares; 2025Q2: 8,560 shares; 2025Q3: 6,957 shares; 2025Q4: 5,193 shares; 2026Q1: 5,395 shares 5,395 $1.03M 0.13% +202 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,825 shares; 2024Q4: 10,300 shares; 2025Q1: 10,200 shares; 2025Q2: 10,100 shares; 2025Q3: 10,511 shares; 2025Q4: 10,187 shares; 2026Q1: 10,991 shares 10,991 $1.02M 0.13% +804 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: 10,281 shares; 2024Q4: 3,040 shares; 2025Q1: 7,480 shares; 2025Q2: 3,263 shares; 2025Q3: 3,138 shares; 2025Q4: 3,253 shares; 2026Q1: 3,344 shares 3,344 $1.01M 0.13% +91 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,049 shares; 2025Q4: 735 shares; 2026Q1: 730 shares 730 $1.01M 0.13% -5 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,743 shares; 2025Q3: 11,302 shares; 2025Q4: 12,378 shares; 2026Q1: 9,177 shares 9,177 $1.01M 0.13% -3,201 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: 7,587 shares; 2024Q4: 7,984 shares; 2025Q1: 1,089 shares; 2025Q2: 1,127 shares; 2025Q3: 4,162 shares; 2025Q4: 3,147 shares; 2026Q1: 3,016 shares 3,016 $983K 0.13% -131 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,222 shares; 2025Q2: not reported; 2025Q3: 1,754 shares; 2025Q4: 1,241 shares; 2026Q1: 1,297 shares 1,297 $958K 0.12% +56 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: 33,240 shares; 2024Q4: 31,339 shares; 2025Q1: 19,968 shares; 2025Q2: 18,733 shares; 2025Q3: 15,266 shares; 2025Q4: 15,859 shares; 2026Q1: 18,107 shares 18,107 $956K 0.12% +2,248 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: 10,010 shares; 2024Q4: 11,378 shares; 2025Q1: 10,297 shares; 2025Q2: 15,860 shares; 2025Q3: 14,075 shares; 2025Q4: 12,366 shares; 2026Q1: 12,669 shares 12,669 $942K 0.12% +303 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,593 shares; 2026Q1: 13,351 shares 13,351 $941K 0.12% -6,242 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: 35,787 shares; 2024Q4: 37,869 shares; 2025Q1: 38,442 shares; 2025Q2: 40,776 shares; 2025Q3: 29,390 shares; 2025Q4: 10,403 shares; 2026Q1: 9,786 shares 9,786 $919K 0.12% -617 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: 703 shares; 2024Q4: 656 shares; 2025Q1: 466 shares; 2025Q2: 1,863 shares; 2025Q3: 3,044 shares; 2025Q4: 646 shares; 2026Q1: 691 shares 691 $913K 0.12% +45 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,907 shares 14,907 $897K 0.11% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,181 shares 19,181 $885K 0.11% new Timeline XBJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,355 shares; 2025Q2: 7,355 shares; 2025Q3: 7,355 shares; 2025Q4: 7,205 shares; 2026Q1: 27,479 shares 27,479 $860K 0.11% +20,274 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,144 shares; 2024Q4: 89,196 shares; 2025Q1: 87,619 shares; 2025Q2: 63,019 shares; 2025Q3: 67,431 shares; 2025Q4: not reported; 2026Q1: 45,376 shares 45,376 $857K 0.11% new 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: 8,474 shares; 2024Q4: 6,244 shares; 2025Q1: 1,187 shares; 2025Q2: 1,327 shares; 2025Q3: 1,213 shares; 2025Q4: 1,186 shares; 2026Q1: 1,206 shares 1,206 $854K 0.11% +20 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: 6,440 shares; 2024Q4: 6,390 shares; 2025Q1: 18,658 shares; 2025Q2: 17,615 shares; 2025Q3: 13,014 shares; 2025Q4: 10,912 shares; 2026Q1: 7,035 shares 7,035 $846K 0.11% -3,877 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: 6,863 shares; 2024Q4: 6,921 shares; 2025Q1: 6,828 shares; 2025Q2: 7,013 shares; 2025Q3: 6,544 shares; 2025Q4: 12,309 shares; 2026Q1: 12,429 shares 12,429 $839K 0.11% +120 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,558 shares; 2025Q1: 34,796 shares; 2025Q2: 31,744 shares; 2025Q3: 19,260 shares; 2025Q4: 15,918 shares; 2026Q1: 11,348 shares 11,348 $822K 0.1% -4,570 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,158 shares; 2024Q4: 8,984 shares; 2025Q1: 8,600 shares; 2025Q2: 8,763 shares; 2025Q3: 8,396 shares; 2025Q4: 8,460 shares; 2026Q1: 8,472 shares 8,472 $818K 0.1% +12 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,247 shares; 2025Q1: 1,185 shares; 2025Q2: 407 shares; 2025Q3: 406 shares; 2025Q4: 423 shares; 2026Q1: 431 shares 431 $812K 0.1% +8 Timeline BRTR 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: 15,607 shares 15,607 $783K 0.1% 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: 11,459 shares; 2024Q4: 11,396 shares; 2025Q1: 11,211 shares; 2025Q2: 10,698 shares; 2025Q3: 10,846 shares; 2025Q4: 11,242 shares; 2026Q1: 11,651 shares 11,651 $769K 0.1% +409 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,956 shares; 2024Q4: 10,447 shares; 2025Q1: 9,150 shares; 2025Q2: 8,628 shares; 2025Q3: 6,330 shares; 2025Q4: 3,602 shares; 2026Q1: 3,399 shares 3,399 $763K 0.1% -203 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771 shares; 2024Q4: not reported; 2025Q1: 2,042 shares; 2025Q2: 1,814 shares; 2025Q3: 1,063 shares; 2025Q4: 723 shares; 2026Q1: 693 shares 693 $758K 0.1% -30 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,363 shares; 2024Q4: 2,750 shares; 2025Q1: not reported; 2025Q2: 6,491 shares; 2025Q3: 9,474 shares; 2025Q4: 8,538 shares; 2026Q1: 4,264 shares 4,264 $745K 0.09% -4,274 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,750 shares; 2025Q3: 16,509 shares; 2025Q4: 16,509 shares; 2026Q1: 28,643 shares 28,643 $730K 0.09% +12,134 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: 6,362 shares; 2024Q4: 6,323 shares; 2025Q1: 3,137 shares; 2025Q2: 3,263 shares; 2025Q3: 3,232 shares; 2025Q4: 2,997 shares; 2026Q1: 2,979 shares 2,979 $727K 0.09% -18 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,746 shares; 2024Q4: 1,648 shares; 2025Q1: 1,670 shares; 2025Q2: 1,600 shares; 2025Q3: 1,531 shares; 2025Q4: 1,481 shares; 2026Q1: 1,430 shares 1,430 $715K 0.09% -51 Timeline XME 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: 7,017 shares; 2026Q1: 6,480 shares 6,480 $700K 0.09% -537 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 22,461 shares 22,461 $697K 0.09% new 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: 6,153 shares; 2024Q4: 6,184 shares; 2025Q1: 4,131 shares; 2025Q2: 3,881 shares; 2025Q3: 3,399 shares; 2025Q4: 3,378 shares; 2026Q1: 3,548 shares 3,548 $696K 0.09% +170 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 33,900 shares; 2025Q1: 29,773 shares; 2025Q2: 28,570 shares; 2025Q3: 16,422 shares; 2025Q4: 12,191 shares; 2026Q1: 11,688 shares 11,688 $683K 0.09% -503 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 1,170 shares; 2025Q1: 982 shares; 2025Q2: 1,047 shares; 2025Q3: 1,046 shares; 2025Q4: 1,096 shares; 2026Q1: 1,127 shares 1,127 $681K 0.09% +31 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: 20,710 shares; 2024Q4: 22,083 shares; 2025Q1: 20,728 shares; 2025Q2: 18,850 shares; 2025Q3: 11,028 shares; 2025Q4: 7,388 shares; 2026Q1: 7,087 shares 7,087 $680K 0.09% -301 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: not reported; 2024Q4: not reported; 2025Q1: 3,484 shares; 2025Q2: 3,264 shares; 2025Q3: 3,687 shares; 2025Q4: 6,775 shares; 2026Q1: 6,741 shares 6,741 $650K 0.08% -34 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,600 shares; 2025Q4: 16,303 shares; 2026Q1: 18,586 shares 18,586 $644K 0.08% +2,283 Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,861 shares 11,861 $633K 0.08% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 3,328 shares; 2025Q1: 3,288 shares; 2025Q2: 2,649 shares; 2025Q3: 3,425 shares; 2025Q4: 3,955 shares; 2026Q1: 2,865 shares 2,865 $627K 0.08% -1,090 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: 6,522 shares; 2024Q4: 5,948 shares; 2025Q1: 4,561 shares; 2025Q2: 4,550 shares; 2025Q3: 4,399 shares; 2025Q4: 4,219 shares; 2026Q1: 3,917 shares 3,917 $608K 0.08% -302 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,372 shares; 2024Q4: 6,349 shares; 2025Q1: 6,871 shares; 2025Q2: 6,533 shares; 2025Q3: 6,695 shares; 2025Q4: 6,046 shares; 2026Q1: 6,047 shares 6,047 $608K 0.08% +1 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,577 shares; 2024Q4: 6,452 shares; 2025Q1: 6,452 shares; 2025Q2: 6,452 shares; 2025Q3: 6,532 shares; 2025Q4: 6,532 shares; 2026Q1: 6,532 shares 6,532 $606K 0.08% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,338 shares; 2025Q4: 7,359 shares; 2026Q1: 7,214 shares 7,214 $604K 0.08% -145 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,476 shares; 2025Q2: 19,624 shares; 2025Q3: 23,657 shares; 2025Q4: 32,249 shares; 2026Q1: 35,624 shares 35,624 $602K 0.08% +3,375 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,009 shares; 2024Q4: 3,403 shares; 2025Q1: 3,185 shares; 2025Q2: 2,823 shares; 2025Q3: 1,710 shares; 2025Q4: 808 shares; 2026Q1: 775 shares 775 $599K 0.08% -33 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024 shares; 2026Q1: 981 shares 981 $582K 0.07% -43 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: 5,386 shares; 2024Q4: 6,138 shares; 2025Q1: 3,827 shares; 2025Q2: 3,688 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,130 shares 5,130 $571K 0.07% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,189 shares; 2025Q1: 1,437 shares; 2025Q2: 1,388 shares; 2025Q3: 1,375 shares; 2025Q4: 2,336 shares; 2026Q1: 2,380 shares 2,380 $571K 0.07% +44 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 1,829 shares; 2025Q4: 1,776 shares; 2026Q1: 1,776 shares 1,776 $570K 0.07% 0 Timeline KFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,265 shares 20,265 $569K 0.07% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,031 shares; 2024Q4: not reported; 2025Q1: 6,731 shares; 2025Q2: 6,931 shares; 2025Q3: 7,231 shares; 2025Q4: 7,231 shares; 2026Q1: 7,653 shares 7,653 $548K 0.07% +422 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: 22,373 shares; 2024Q4: 18,052 shares; 2025Q1: 17,458 shares; 2025Q2: 18,378 shares; 2025Q3: 19,637 shares; 2025Q4: 18,988 shares; 2026Q1: 18,855 shares 18,855 $547K 0.07% -133 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: 2,970 shares; 2025Q3: 4,585 shares; 2025Q4: 4,630 shares; 2026Q1: 5,490 shares 5,490 $546K 0.07% +860 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,069 shares; 2025Q2: 3,911 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,503 shares 1,503 $546K 0.07% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,574 shares; 2024Q4: 3,415 shares; 2025Q1: 2,336 shares; 2025Q2: 3,783 shares; 2025Q3: 3,067 shares; 2025Q4: 4,119 shares; 2026Q1: 3,505 shares 3,505 $537K 0.07% -614 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: 33,740 shares; 2024Q4: 34,483 shares; 2025Q1: 6,230 shares; 2025Q2: 6,941 shares; 2025Q3: 6,711 shares; 2025Q4: 6,879 shares; 2026Q1: 6,872 shares 6,872 $533K 0.07% -7 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,074 shares; 2024Q4: 3,260 shares; 2025Q1: 2,775 shares; 2025Q2: 2,655 shares; 2025Q3: 2,588 shares; 2025Q4: 2,199 shares; 2026Q1: 2,215 shares 2,215 $523K 0.07% +16 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,181 shares; 2024Q4: 46,176 shares; 2025Q1: 42,748 shares; 2025Q2: 40,753 shares; 2025Q3: 23,476 shares; 2025Q4: 15,659 shares; 2026Q1: 14,893 shares 14,893 $523K 0.07% -766 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,473 shares; 2024Q4: 14,174 shares; 2025Q1: 27,898 shares; 2025Q2: 40,763 shares; 2025Q3: 7,242 shares; 2025Q4: 7,516 shares; 2026Q1: 7,195 shares 7,195 $518K 0.07% -321 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: 11,859 shares; 2025Q3: 11,784 shares; 2025Q4: 13,272 shares; 2026Q1: 14,272 shares 14,272 $517K 0.07% +1,000 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,134 shares; 2025Q2: 3,633 shares; 2025Q3: 25,052 shares; 2025Q4: 18,047 shares; 2026Q1: 6,205 shares 6,205 $507K 0.06% -11,842 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,758 shares; 2024Q4: 72,765 shares; 2025Q1: 70,550 shares; 2025Q2: 54,812 shares; 2025Q3: 48,995 shares; 2025Q4: 48,376 shares; 2026Q1: 46,241 shares 46,241 $501K 0.06% -2,135 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,096 shares; 2025Q1: 2,567 shares; 2025Q2: 2,396 shares; 2025Q3: 2,286 shares; 2025Q4: 2,130 shares; 2026Q1: 2,151 shares 2,151 $494K 0.06% +21 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,350 shares; 2024Q4: 2,137 shares; 2025Q1: 1,633 shares; 2025Q2: 1,348 shares; 2025Q3: 1,220 shares; 2025Q4: 1,123 shares; 2026Q1: 1,059 shares 1,059 $491K 0.06% -64 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: 4,561 shares; 2024Q4: 4,105 shares; 2025Q1: 3,822 shares; 2025Q2: 1,650 shares; 2025Q3: 1,533 shares; 2025Q4: 1,571 shares; 2026Q1: 1,566 shares 1,566 $487K 0.06% -5 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 917 shares; 2025Q3: 1,201 shares; 2025Q4: 1,422 shares; 2026Q1: 1,460 shares 1,460 $480K 0.06% +38 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 5,090 shares; 2025Q1: 5,159 shares; 2025Q2: 5,332 shares; 2025Q3: 5,411 shares; 2025Q4: 4,795 shares; 2026Q1: 4,844 shares 4,844 $474K 0.06% +49 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,115 shares; 2025Q1: 894 shares; 2025Q2: 953 shares; 2025Q3: 896 shares; 2025Q4: 815 shares; 2026Q1: 831 shares 831 $468K 0.06% +16 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,448 shares; 2024Q4: 12,894 shares; 2025Q1: 11,603 shares; 2025Q2: 10,444 shares; 2025Q3: 6,103 shares; 2025Q4: 4,195 shares; 2026Q1: 3,936 shares 3,936 $463K 0.06% -259 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,696 shares; 2024Q4: 15,354 shares; 2025Q1: not reported; 2025Q2: 13,064 shares; 2025Q3: 8,046 shares; 2025Q4: 5,325 shares; 2026Q1: 5,081 shares 5,081 $458K 0.06% -244 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,460 shares; 2024Q4: 18,332 shares; 2025Q1: not reported; 2025Q2: 19,037 shares; 2025Q3: 11,667 shares; 2025Q4: 7,815 shares; 2026Q1: 7,447 shares 7,447 $457K 0.06% -368 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,009 shares; 2025Q3: 972 shares; 2025Q4: 860 shares; 2026Q1: 843 shares 843 $456K 0.06% -17 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: 142,578 shares; 2024Q4: 150,682 shares; 2025Q1: 149,203 shares; 2025Q2: 159,873 shares; 2025Q3: 111,556 shares; 2025Q4: 17,210 shares; 2026Q1: 15,031 shares 15,031 $456K 0.06% -2,179 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,594 shares; 2025Q3: 2,292 shares; 2025Q4: 2,186 shares; 2026Q1: 1,654 shares 1,654 $455K 0.06% -532 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,101 shares; 2025Q2: 9,833 shares; 2025Q3: 10,055 shares; 2025Q4: 9,727 shares; 2026Q1: 9,187 shares 9,187 $455K 0.06% -540 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: 3,195 shares 3,195 $454K 0.06% new Timeline IFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,217 shares 15,217 $454K 0.06% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,956 shares; 2024Q4: 2,940 shares; 2025Q1: not reported; 2025Q2: 2,006 shares; 2025Q3: 2,005 shares; 2025Q4: 2,321 shares; 2026Q1: 2,449 shares 2,449 $446K 0.06% +128 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 941 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,100 shares 1,100 $445K 0.06% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,712 shares 4,712 $443K 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 12,596 shares; 2025Q1: 7,532 shares; 2025Q2: 7,290 shares; 2025Q3: 7,000 shares; 2025Q4: 1,744 shares; 2026Q1: 1,592 shares 1,592 $425K 0.05% -152 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: 7,793 shares; 2025Q2: 8,204 shares; 2025Q3: 8,429 shares; 2025Q4: 8,186 shares; 2026Q1: 6,206 shares 6,206 $423K 0.05% -1,980 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,306 shares; 2024Q4: 13,587 shares; 2025Q1: 11,836 shares; 2025Q2: 11,972 shares; 2025Q3: 11,678 shares; 2025Q4: 12,017 shares; 2026Q1: 11,670 shares 11,670 $419K 0.05% -347 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 565 shares; 2025Q1: 475 shares; 2025Q2: 495 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 484 shares 484 $419K 0.05% -10 Timeline SPYD 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: 7,475 shares; 2024Q4: 7,475 shares; 2025Q1: 7,475 shares; 2025Q2: 7,475 shares; 2025Q3: 7,475 shares; 2025Q4: 9,098 shares; 2026Q1: 9,098 shares 9,098 $414K 0.05% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,822 shares 16,822 $410K 0.05% new 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: 1,516 shares; 2024Q4: 1,518 shares; 2025Q1: 1,521 shares; 2025Q2: 1,523 shares; 2025Q3: 1,525 shares; 2025Q4: 3,054 shares; 2026Q1: 3,058 shares 3,058 $406K 0.05% +4 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: 206 shares; 2025Q1: not reported; 2025Q2: 244 shares; 2025Q3: 1,097 shares; 2025Q4: 417 shares; 2026Q1: 422 shares 422 $406K 0.05% +5 Timeline HGTY HAGERTY INC More: the full row for HAGERTY 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: 38,112 shares 38,112 $401K 0.05% new Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,820 shares; 2024Q4: 74,321 shares; 2025Q1: 79,160 shares; 2025Q2: 113,117 shares; 2025Q3: 28,752 shares; 2025Q4: 76,457 shares; 2026Q1: 77,055 shares 77,055 $400K 0.05% +598 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,053 shares; 2024Q4: 10,053 shares; 2025Q1: 10,053 shares; 2025Q2: 10,129 shares; 2025Q3: 10,053 shares; 2025Q4: 10,053 shares; 2026Q1: 10,053 shares 10,053 $396K 0.05% 0 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: 1,790 shares; 2025Q4: 1,912 shares; 2026Q1: 2,052 shares 2,052 $393K 0.05% +140 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: 11,938 shares 11,938 $391K 0.05% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347 shares; 2024Q4: 340 shares; 2025Q1: not reported; 2025Q2: 411 shares; 2025Q3: 421 shares; 2025Q4: 443 shares; 2026Q1: 436 shares 436 $390K 0.05% -7 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,070 shares; 2024Q4: 1,003 shares; 2025Q1: 1,016 shares; 2025Q2: 1,078 shares; 2025Q3: 1,072 shares; 2025Q4: 2,191 shares; 2026Q1: 1,123 shares 1,123 $385K 0.05% -1,068 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: 21,033 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,136 shares 1,136 $384K 0.05% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,758 shares; 2024Q4: 3,041 shares; 2025Q1: 4,463 shares; 2025Q2: 3,928 shares; 2025Q3: 1,983 shares; 2025Q4: 2,065 shares; 2026Q1: 2,078 shares 2,078 $377K 0.05% +13 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,823 shares; 2024Q4: 2,823 shares; 2025Q1: 2,823 shares; 2025Q2: 2,810 shares; 2025Q3: 2,977 shares; 2025Q4: 2,917 shares; 2026Q1: 3,146 shares 3,146 $370K 0.05% +229 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: 8,918 shares 8,918 $366K 0.05% new Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,611 shares; 2026Q1: 2,514 shares 2,514 $358K 0.05% -97 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,572 shares; 2024Q4: 7,272 shares; 2025Q1: 6,772 shares; 2025Q2: 6,772 shares; 2025Q3: 6,772 shares; 2025Q4: 6,772 shares; 2026Q1: 6,398 shares 6,398 $346K 0.04% -374 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: 1,676 shares; 2024Q4: not reported; 2025Q1: 1,401 shares; 2025Q2: 1,842 shares; 2025Q3: 1,886 shares; 2025Q4: 2,037 shares; 2026Q1: 2,064 shares 2,064 $341K 0.04% +27 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,565 shares; 2024Q4: 17,850 shares; 2025Q1: 11,039 shares; 2025Q2: 10,632 shares; 2025Q3: 8,637 shares; 2025Q4: 8,746 shares; 2026Q1: 8,509 shares 8,509 $339K 0.04% -237 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,264 shares; 2025Q1: 13,622 shares; 2025Q2: 13,522 shares; 2025Q3: 2,440 shares; 2025Q4: 2,266 shares; 2026Q1: 2,294 shares 2,294 $331K 0.04% +28 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,640 shares; 2025Q1: 5,252 shares; 2025Q2: 1,175 shares; 2025Q3: 1,175 shares; 2025Q4: 1,771 shares; 2026Q1: 1,534 shares 1,534 $328K 0.04% -237 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,773 shares; 2024Q4: 35,356 shares; 2025Q1: 38,280 shares; 2025Q2: 35,355 shares; 2025Q3: 33,785 shares; 2025Q4: 12,958 shares; 2026Q1: 11,977 shares 11,977 $327K 0.04% -981 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,843 shares; 2024Q4: 5,792 shares; 2025Q1: 5,756 shares; 2025Q2: 6,221 shares; 2025Q3: 6,108 shares; 2025Q4: 6,269 shares; 2026Q1: 6,161 shares 6,161 $320K 0.04% -108 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: 912 shares; 2025Q3: 1,482 shares; 2025Q4: 1,396 shares; 2026Q1: 1,314 shares 1,314 $318K 0.04% -82 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: 2,333 shares; 2024Q4: 1,110 shares; 2025Q1: 1,466 shares; 2025Q2: 1,433 shares; 2025Q3: 1,020 shares; 2025Q4: 977 shares; 2026Q1: 905 shares 905 $318K 0.04% -72 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: 4,796 shares; 2024Q4: 6,779 shares; 2025Q1: 4,846 shares; 2025Q2: 2,728 shares; 2025Q3: 2,503 shares; 2025Q4: 2,332 shares; 2026Q1: 2,359 shares 2,359 $311K 0.04% +27 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,166 shares; 2024Q4: 4,166 shares; 2025Q1: 4,166 shares; 2025Q2: 3,711 shares; 2025Q3: 3,711 shares; 2025Q4: 4,397 shares; 2026Q1: 4,497 shares 4,497 $308K 0.04% +100 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,484 shares; 2025Q1: 1,484 shares; 2025Q2: 1,484 shares; 2025Q3: 1,484 shares; 2025Q4: 1,484 shares; 2026Q1: 1,487 shares 1,487 $301K 0.04% +3 Timeline PBF PBF ENERGY INC More: the full row for PBF 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: 6,208 shares 6,208 $296K 0.04% new Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,474 shares 11,474 $294K 0.04% 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: 4,616 shares; 2024Q4: 4,510 shares; 2025Q1: 4,560 shares; 2025Q2: 4,847 shares; 2025Q3: 4,202 shares; 2025Q4: 3,739 shares; 2026Q1: 3,755 shares 3,755 $280K 0.04% +16 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,166 shares; 2025Q3: 3,624 shares; 2025Q4: 3,875 shares; 2026Q1: 3,957 shares 3,957 $278K 0.04% +82 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 796 shares; 2025Q4: 1,006 shares; 2026Q1: 928 shares 928 $263K 0.03% -78 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT 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: 15,046 shares; 2025Q4: 15,046 shares; 2026Q1: 15,046 shares 15,046 $262K 0.03% 0 Timeline WISE THEMES ETF TR More: the full row for THEMES 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: 9,030 shares; 2025Q4: 15,865 shares; 2026Q1: 8,052 shares 8,052 $259K 0.03% -7,813 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,930 shares 6,930 $253K 0.03% new Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,417 shares; 2025Q4: 2,511 shares; 2026Q1: 2,612 shares 2,612 $246K 0.03% +101 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 2,153 shares; 2025Q2: 2,139 shares; 2025Q3: 2,137 shares; 2025Q4: 2,137 shares; 2026Q1: 2,127 shares 2,127 $244K 0.03% -10 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares 1,026 $244K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,873 shares; 2025Q4: 1,967 shares; 2026Q1: 2,026 shares 2,026 $240K 0.03% +59 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: 9,165 shares; 2024Q4: 9,165 shares; 2025Q1: not reported; 2025Q2: 9,247 shares; 2025Q3: 9,165 shares; 2025Q4: 9,165 shares; 2026Q1: 9,165 shares 9,165 $239K 0.03% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,917 shares; 2025Q1: not reported; 2025Q2: 1,917 shares; 2025Q3: 1,906 shares; 2025Q4: 1,717 shares; 2026Q1: 1,759 shares 1,759 $238K 0.03% +42 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,045 shares 5,045 $232K 0.03% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,181 shares 1,181 $228K 0.03% +61 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,202 shares; 2026Q1: 2,566 shares 2,566 $222K 0.03% +364 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: 2,352 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,479 shares 3,479 $213K 0.03% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,170 shares; 2025Q4: not reported; 2026Q1: 932 shares 932 $211K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,789 shares; 2025Q4: 2,961 shares; 2026Q1: 2,943 shares 2,943 $208K 0.03% -18 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 332 shares; 2025Q1: not reported; 2025Q2: 332 shares; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 297 shares 297 $207K 0.03% 0 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: 557 shares; 2024Q4: 560 shares; 2025Q1: 349 shares; 2025Q2: 372 shares; 2025Q3: 385 shares; 2025Q4: 1,800 shares; 2026Q1: 1,968 shares 1,968 $206K 0.03% +168 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,598 shares; 2024Q4: 7,595 shares; 2025Q1: 6,707 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,435 shares 5,435 $206K 0.03% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,059 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,952 shares 4,952 $203K 0.03% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,563 shares; 2026Q1: 1,589 shares 1,589 $201K 0.03% +26 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,699 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,029 shares; 2026Q1: 2,052 shares 2,052 $200K 0.03% +23 Timeline BGB BLACKSTONE STRATEGIC CRED 20 More: the full row for BLACKSTONE STRATEGIC CRED 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,205 shares; 2025Q3: 13,490 shares; 2025Q4: 13,150 shares; 2026Q1: 12,415 shares 12,415 $138K 0.02% -735 Timeline GRND GRINDR INC More: the full row for GRINDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,236 shares 10,236 $124K 0.02% new Timeline FLYW FLYWIRE CORPORATION More: the full row for FLYWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: not reported; 2025Q1: 11,522 shares; 2025Q2: not reported; 2025Q3: 16,054 shares; 2025Q4: not reported; 2026Q1: 10,362 shares 10,362 $121K 0.02% new Timeline NRDS NERDWALLET INC More: the full row for NERDWALLET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,694 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,423 shares 10,423 $108K 0.01% new Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,544 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,266 shares 27,266 $99.8K 0.01% new Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,216 shares; 2024Q4: 20,133 shares; 2025Q1: 14,821 shares; 2025Q2: 11,688 shares; 2025Q3: 12,346 shares; 2025Q4: 12,683 shares; 2026Q1: 12,078 shares 12,078 $97K 0.01% -605 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 33,873 shares; 2025Q3: 50,254 shares; 2025Q4: not reported; 2026Q1: 25,437 shares 25,437 $62.3K 0.01% new Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY 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: 11,650 shares 11,650 $42.5K 0.01% new Timeline