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: 340,227 shares; 2024Q4: 360,055 shares; 2025Q1: 400,517 shares; 2025Q2: 406,720 shares; 2025Q3: 450,932 shares; 2025Q4: 469,568 shares; 2026Q1: 495,364 shares 495,364 $296M 19.84% +25,796 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: 659,817 shares; 2024Q4: 661,955 shares; 2025Q1: 737,050 shares; 2025Q2: 902,998 shares; 2025Q3: 963,241 shares; 2025Q4: 1,012,021 shares; 2026Q1: 1,127,898 shares 1,127,898 $72.3M 4.84% +115,877 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: 68,070 shares; 2024Q4: 67,405 shares; 2025Q1: 67,237 shares; 2025Q2: 66,346 shares; 2025Q3: 66,349 shares; 2025Q4: 656,265 shares; 2026Q1: 648,133 shares 648,133 $62.3M 4.18% -8,132 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: 376,963 shares; 2024Q4: 396,440 shares; 2025Q1: 414,877 shares; 2025Q2: 420,922 shares; 2025Q3: 460,998 shares; 2025Q4: 492,711 shares; 2026Q1: 524,169 shares 524,169 $52M 3.49% +31,458 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: 120,954 shares; 2024Q4: 141,135 shares; 2025Q1: 129,671 shares; 2025Q2: 107,912 shares; 2025Q3: 91,744 shares; 2025Q4: 85,525 shares; 2026Q1: 78,628 shares 78,628 $51.1M 3.43% -6,897 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,132 shares; 2024Q4: 122,573 shares; 2025Q1: 124,725 shares; 2025Q2: 124,251 shares; 2025Q3: 124,893 shares; 2025Q4: 123,791 shares; 2026Q1: 123,959 shares 123,959 $44.2M 2.96% +168 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,497 shares; 2024Q4: 95,703 shares; 2025Q1: 94,132 shares; 2025Q2: 84,888 shares; 2025Q3: 90,682 shares; 2025Q4: 92,925 shares; 2026Q1: 89,382 shares 89,382 $38.5M 2.58% -3,543 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362,369 shares; 2024Q4: 418,623 shares; 2025Q1: 384,814 shares; 2025Q2: 397,894 shares; 2025Q3: 395,348 shares; 2025Q4: 387,824 shares; 2026Q1: 395,567 shares 395,567 $38.4M 2.57% +7,743 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: 106,168 shares; 2024Q4: 110,246 shares; 2025Q1: 119,578 shares; 2025Q2: 130,094 shares; 2025Q3: 132,034 shares; 2025Q4: 142,218 shares; 2026Q1: 120,688 shares 120,688 $30.6M 2.05% -21,530 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,346 shares; 2024Q4: 91,183 shares; 2025Q1: 119,496 shares; 2025Q2: 200,764 shares; 2025Q3: 203,092 shares; 2025Q4: 257,369 shares; 2026Q1: 289,749 shares 289,749 $27.7M 1.85% +32,380 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: 103,683 shares; 2024Q4: 104,190 shares; 2025Q1: 120,596 shares; 2025Q2: 158,019 shares; 2025Q3: 185,051 shares; 2025Q4: 187,112 shares; 2026Q1: 146,676 shares 146,676 $25.6M 1.71% -40,436 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465,467 shares; 2024Q4: 307,633 shares; 2025Q1: 308,283 shares; 2025Q2: 307,809 shares; 2025Q3: 308,289 shares; 2025Q4: 308,292 shares; 2026Q1: 307,906 shares 307,906 $23.6M 1.58% -386 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: 89,160 shares; 2024Q4: 101,575 shares; 2025Q1: 109,402 shares; 2025Q2: 114,944 shares; 2025Q3: 116,027 shares; 2025Q4: 113,675 shares; 2026Q1: 95,386 shares 95,386 $19.9M 1.33% -18,289 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: 50,470 shares; 2024Q4: 50,760 shares; 2025Q1: 55,915 shares; 2025Q2: 54,174 shares; 2025Q3: 54,791 shares; 2025Q4: 55,683 shares; 2026Q1: 51,355 shares 51,355 $19.1M 1.28% -4,328 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: 42,425 shares; 2024Q4: 41,836 shares; 2025Q1: 40,886 shares; 2025Q2: 40,829 shares; 2025Q3: 41,762 shares; 2025Q4: 42,064 shares; 2026Q1: 42,900 shares 42,900 $18.3M 1.23% +836 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: 80,026 shares; 2024Q4: 81,226 shares; 2025Q1: 83,898 shares; 2025Q2: 84,393 shares; 2025Q3: 83,351 shares; 2025Q4: 90,660 shares; 2026Q1: 82,093 shares 82,093 $17.5M 1.18% -8,567 Timeline VXF 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: 76,230 shares; 2024Q4: 72,108 shares; 2025Q1: 74,021 shares; 2025Q2: 73,719 shares; 2025Q3: 75,938 shares; 2025Q4: 79,547 shares; 2026Q1: 84,141 shares 84,141 $17.3M 1.16% +4,594 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: 47,518 shares; 2024Q4: 49,531 shares; 2025Q1: 51,686 shares; 2025Q2: 57,576 shares; 2025Q3: 57,722 shares; 2025Q4: 57,400 shares; 2026Q1: 39,970 shares 39,970 $14.8M 0.99% -17,430 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: 125,607 shares; 2024Q4: 142,164 shares; 2025Q1: 142,177 shares; 2025Q2: 142,200 shares; 2025Q3: 142,277 shares; 2025Q4: 142,377 shares; 2026Q1: 142,427 shares 142,427 $14.3M 0.96% +50 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: 64,211 shares; 2024Q4: 67,443 shares; 2025Q1: 70,676 shares; 2025Q2: 75,494 shares; 2025Q3: 71,300 shares; 2025Q4: 66,155 shares; 2026Q1: 48,045 shares 48,045 $13.8M 0.93% -18,110 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,285 shares; 2024Q4: 27,097 shares; 2025Q1: 27,189 shares; 2025Q2: 29,437 shares; 2025Q3: 29,124 shares; 2025Q4: 29,366 shares; 2026Q1: 28,762 shares 28,762 $13.3M 0.89% -604 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,173 shares; 2024Q4: 3,187 shares; 2025Q1: 3,219 shares; 2025Q2: 3,208 shares; 2025Q3: 3,231 shares; 2025Q4: 3,223 shares; 2026Q1: 3,085 shares 3,085 $13M 0.87% -138 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 229,562 shares; 2024Q4: 204,410 shares; 2025Q1: 183,200 shares; 2025Q2: 189,321 shares; 2025Q3: 193,692 shares; 2025Q4: 202,152 shares; 2026Q1: 215,833 shares 215,833 $12.3M 0.82% +13,681 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,803 shares; 2024Q4: 52,763 shares; 2025Q1: 48,592 shares; 2025Q2: 49,095 shares; 2025Q3: 48,967 shares; 2025Q4: 49,829 shares; 2026Q1: 51,151 shares 51,151 $12.1M 0.81% +1,322 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: 94,887 shares; 2024Q4: 95,699 shares; 2025Q1: 101,852 shares; 2025Q2: 105,700 shares; 2025Q3: 106,934 shares; 2025Q4: 115,731 shares; 2026Q1: 113,671 shares 113,671 $11M 0.74% -2,060 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: 148,232 shares; 2024Q4: 165,892 shares; 2025Q1: 168,272 shares; 2025Q2: 152,176 shares; 2025Q3: 163,201 shares; 2025Q4: 160,675 shares; 2026Q1: 145,401 shares 145,401 $9.91M 0.66% -15,274 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,532 shares; 2024Q4: 78,430 shares; 2025Q1: 77,624 shares; 2025Q2: 76,632 shares; 2025Q3: 78,514 shares; 2025Q4: 84,560 shares; 2026Q1: 82,863 shares 82,863 $9.83M 0.66% -1,697 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 6,886 shares; 2025Q1: 6,787 shares; 2025Q2: 6,845 shares; 2025Q3: 7,796 shares; 2025Q4: 9,545 shares; 2026Q1: 14,868 shares 14,868 $9.71M 0.65% +5,323 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: 74,398 shares; 2024Q4: 70,607 shares; 2025Q1: 75,539 shares; 2025Q2: 78,172 shares; 2025Q3: 69,010 shares; 2025Q4: 73,254 shares; 2026Q1: 76,511 shares 76,511 $9.51M 0.64% +3,257 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 13 shares; 2025Q3: 13 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $9.34M 0.63% 0 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158,488 shares 158,488 $8.22M 0.55% new 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: 10,012 shares; 2024Q4: 13,154 shares; 2025Q1: 12,263 shares; 2025Q2: 10,897 shares; 2025Q3: 15,554 shares; 2025Q4: 14,467 shares; 2026Q1: 13,524 shares 13,524 $7.81M 0.52% -943 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: 79,463 shares; 2024Q4: 76,818 shares; 2025Q1: 70,348 shares; 2025Q2: 73,030 shares; 2025Q3: 74,071 shares; 2025Q4: 72,662 shares; 2026Q1: 61,439 shares 61,439 $7.64M 0.51% -11,223 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: 29,105 shares; 2024Q4: 29,001 shares; 2025Q1: 31,658 shares; 2025Q2: 32,451 shares; 2025Q3: 33,012 shares; 2025Q4: 33,800 shares; 2026Q1: 25,987 shares 25,987 $7.45M 0.5% -7,813 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: 7,515 shares; 2024Q4: 8,009 shares; 2025Q1: 7,939 shares; 2025Q2: 22,293 shares; 2025Q3: 21,978 shares; 2025Q4: 22,398 shares; 2026Q1: 21,917 shares 21,917 $7.21M 0.48% -481 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,069 shares; 2024Q4: 24,497 shares; 2025Q1: 24,174 shares; 2025Q2: 27,394 shares; 2025Q3: 27,507 shares; 2025Q4: 26,465 shares; 2026Q1: 21,001 shares 21,001 $6.35M 0.43% -5,464 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: 12,380 shares; 2024Q4: 11,821 shares; 2025Q1: 13,729 shares; 2025Q2: 15,436 shares; 2025Q3: 15,162 shares; 2025Q4: 14,630 shares; 2026Q1: 11,011 shares 11,011 $6.3M 0.42% -3,619 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: 33,403 shares; 2024Q4: 31,156 shares; 2025Q1: 34,634 shares; 2025Q2: 35,019 shares; 2025Q3: 34,843 shares; 2025Q4: 32,376 shares; 2026Q1: 25,357 shares 25,357 $6.2M 0.42% -7,019 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: 14,887 shares; 2024Q4: 17,695 shares; 2025Q1: 22,791 shares; 2025Q2: 26,694 shares; 2025Q3: 27,435 shares; 2025Q4: 28,111 shares; 2026Q1: 19,393 shares 19,393 $6M 0.4% -8,718 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: 36,633 shares; 2024Q4: 84,749 shares; 2025Q1: 65,900 shares; 2025Q2: 63,280 shares; 2025Q3: 61,086 shares; 2025Q4: 80,176 shares; 2026Q1: 81,191 shares 81,191 $5.98M 0.4% +1,015 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,221 shares; 2024Q4: 180,684 shares; 2025Q1: 203,096 shares; 2025Q2: 202,658 shares; 2025Q3: 219,601 shares; 2025Q4: 234,626 shares; 2026Q1: 217,171 shares 217,171 $5.38M 0.36% -17,455 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,054 shares; 2024Q4: 10,659 shares; 2025Q1: 11,992 shares; 2025Q2: 13,777 shares; 2025Q3: 13,179 shares; 2025Q4: 13,388 shares; 2026Q1: 10,929 shares 10,929 $5.24M 0.35% -2,459 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,464 shares; 2024Q4: 15,722 shares; 2025Q1: 17,841 shares; 2025Q2: 19,478 shares; 2025Q3: 19,853 shares; 2025Q4: 19,837 shares; 2026Q1: 17,412 shares 17,412 $5.12M 0.34% -2,425 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,220 shares; 2024Q4: 28,789 shares; 2025Q1: 26,966 shares; 2025Q2: 26,005 shares; 2025Q3: 34,729 shares; 2025Q4: 35,047 shares; 2026Q1: 36,550 shares 36,550 $5.06M 0.34% +1,503 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,661 shares; 2024Q4: 12,635 shares; 2025Q1: 12,615 shares; 2025Q2: 16,298 shares; 2025Q3: 16,185 shares; 2025Q4: 15,634 shares; 2026Q1: 14,917 shares 14,917 $4.9M 0.33% -717 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: 41,255 shares; 2024Q4: 41,027 shares; 2025Q1: 52,330 shares; 2025Q2: 59,171 shares; 2025Q3: 60,823 shares; 2025Q4: 51,571 shares; 2026Q1: 39,387 shares 39,387 $4.74M 0.32% -12,184 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: 12,912 shares; 2024Q4: 13,469 shares; 2025Q1: 13,063 shares; 2025Q2: 12,827 shares; 2025Q3: 12,845 shares; 2025Q4: 14,249 shares; 2026Q1: 14,667 shares 14,667 $4.71M 0.32% +418 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,883 shares; 2024Q4: 55,531 shares; 2025Q1: 36,129 shares; 2025Q2: 42,234 shares; 2025Q3: 38,256 shares; 2025Q4: 38,398 shares; 2026Q1: 54,790 shares 54,790 $4.52M 0.3% +16,392 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: 60,733 shares; 2024Q4: 62,055 shares; 2025Q1: 67,348 shares; 2025Q2: 53,562 shares; 2025Q3: 49,061 shares; 2025Q4: 39,852 shares; 2026Q1: 33,729 shares 33,729 $4.26M 0.29% -6,123 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: 19,207 shares; 2024Q4: 17,693 shares; 2025Q1: 21,487 shares; 2025Q2: 24,396 shares; 2025Q3: 26,093 shares; 2025Q4: 26,200 shares; 2026Q1: 23,573 shares 23,573 $4M 0.27% -2,627 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,507 shares; 2024Q4: 28,838 shares; 2025Q1: 31,572 shares; 2025Q2: 30,862 shares; 2025Q3: 32,724 shares; 2025Q4: 35,128 shares; 2026Q1: 44,489 shares 44,489 $3.95M 0.26% +9,361 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,314 shares; 2024Q4: 9,138 shares; 2025Q1: 10,578 shares; 2025Q2: 10,750 shares; 2025Q3: 10,585 shares; 2025Q4: 8,926 shares; 2026Q1: 7,812 shares 7,812 $3.87M 0.26% -1,114 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,668 shares; 2024Q4: 53,987 shares; 2025Q1: 53,751 shares; 2025Q2: 97,116 shares; 2025Q3: 97,823 shares; 2025Q4: 90,744 shares; 2026Q1: 82,297 shares 82,297 $3.82M 0.26% -8,447 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,253 shares; 2024Q4: 8,525 shares; 2025Q1: 8,489 shares; 2025Q2: 10,134 shares; 2025Q3: 10,298 shares; 2025Q4: 9,694 shares; 2026Q1: 7,706 shares 7,706 $3.79M 0.25% -1,988 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,326 shares; 2024Q4: 12,837 shares; 2025Q1: 14,097 shares; 2025Q2: 14,169 shares; 2025Q3: 14,557 shares; 2025Q4: 14,694 shares; 2026Q1: 14,643 shares 14,643 $3.77M 0.25% -51 Timeline ESGD 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: 37,267 shares; 2024Q4: 37,749 shares; 2025Q1: 37,749 shares; 2025Q2: 38,439 shares; 2025Q3: 38,439 shares; 2025Q4: 39,154 shares; 2026Q1: 39,154 shares 39,154 $3.74M 0.25% 0 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: 29,588 shares; 2024Q4: 29,597 shares; 2025Q1: 30,794 shares; 2025Q2: 40,280 shares; 2025Q3: 40,189 shares; 2025Q4: 74,925 shares; 2026Q1: 27,838 shares 27,838 $3.7M 0.25% -47,087 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: 5,034 shares; 2024Q4: 7,681 shares; 2025Q1: 8,240 shares; 2025Q2: 8,232 shares; 2025Q3: 8,372 shares; 2025Q4: 8,390 shares; 2026Q1: 8,399 shares 8,399 $3.67M 0.25% +9 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,031 shares; 2024Q4: 18,015 shares; 2025Q1: 17,904 shares; 2025Q2: 17,930 shares; 2025Q3: 17,902 shares; 2025Q4: 16,986 shares; 2026Q1: 13,924 shares 13,924 $3.62M 0.24% -3,062 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: 13,638 shares; 2024Q4: 14,225 shares; 2025Q1: 15,278 shares; 2025Q2: 15,845 shares; 2025Q3: 15,610 shares; 2025Q4: 15,896 shares; 2026Q1: 14,873 shares 14,873 $3.61M 0.24% -1,023 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,098 shares; 2024Q4: 27,146 shares; 2025Q1: 27,148 shares; 2025Q2: 27,491 shares; 2025Q3: 27,399 shares; 2025Q4: 25,414 shares; 2026Q1: 22,799 shares 22,799 $3.59M 0.24% -2,615 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: 27,769 shares; 2024Q4: 29,858 shares; 2025Q1: 30,087 shares; 2025Q2: 31,675 shares; 2025Q3: 31,530 shares; 2025Q4: 30,527 shares; 2026Q1: 27,559 shares 27,559 $3.55M 0.24% -2,968 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,690 shares; 2024Q4: 10,264 shares; 2025Q1: 10,374 shares; 2025Q2: 10,273 shares; 2025Q3: 10,202 shares; 2025Q4: 9,145 shares; 2026Q1: 8,154 shares 8,154 $3.54M 0.24% -991 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: 25,221 shares; 2024Q4: 25,186 shares; 2025Q1: 28,465 shares; 2025Q2: 51,770 shares; 2025Q3: 49,913 shares; 2025Q4: 51,347 shares; 2026Q1: 44,966 shares 44,966 $3.42M 0.23% -6,381 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,487 shares; 2024Q4: 37,455 shares; 2025Q1: 37,277 shares; 2025Q2: 37,051 shares; 2025Q3: 38,195 shares; 2025Q4: 40,200 shares; 2026Q1: 36,342 shares 36,342 $3.39M 0.23% -3,858 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,736 shares; 2024Q4: 33,761 shares; 2025Q1: 33,586 shares; 2025Q2: 34,009 shares; 2025Q3: 33,919 shares; 2025Q4: 31,939 shares; 2026Q1: 23,225 shares 23,225 $3.33M 0.22% -8,714 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,526 shares; 2024Q4: 12,509 shares; 2025Q1: 12,489 shares; 2025Q2: 12,535 shares; 2025Q3: 12,461 shares; 2025Q4: 11,927 shares; 2026Q1: 10,349 shares 10,349 $3.32M 0.22% -1,578 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 51,202 shares; 2025Q3: 51,428 shares; 2025Q4: 51,288 shares; 2026Q1: 51,341 shares 51,341 $3.3M 0.22% +53 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: 18,973 shares; 2024Q4: 19,031 shares; 2025Q1: 18,867 shares; 2025Q2: 21,247 shares; 2025Q3: 22,828 shares; 2025Q4: 21,533 shares; 2026Q1: 16,510 shares 16,510 $3.27M 0.22% -5,023 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: 52,605 shares; 2024Q4: 63,590 shares; 2025Q1: 65,638 shares; 2025Q2: 53,824 shares; 2025Q3: 43,427 shares; 2025Q4: 43,113 shares; 2026Q1: 48,402 shares 48,402 $3.27M 0.22% +5,289 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,114 shares; 2024Q4: 11,138 shares; 2025Q1: 12,945 shares; 2025Q2: 11,323 shares; 2025Q3: 11,287 shares; 2025Q4: 11,256 shares; 2026Q1: 12,599 shares 12,599 $3.14M 0.21% +1,343 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 1,892 shares; 2025Q1: 1,892 shares; 2025Q2: 1,909 shares; 2025Q3: 1,905 shares; 2025Q4: 1,901 shares; 2026Q1: 1,812 shares 1,812 $3.13M 0.21% -89 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 7,110 shares; 2025Q1: 7,122 shares; 2025Q2: 7,077 shares; 2025Q3: 7,463 shares; 2025Q4: 7,888 shares; 2026Q1: 8,847 shares 8,847 $3.13M 0.21% +959 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: 57,447 shares; 2024Q4: 58,828 shares; 2025Q1: 48,273 shares; 2025Q2: 40,076 shares; 2025Q3: 40,640 shares; 2025Q4: 41,497 shares; 2026Q1: 44,144 shares 44,144 $3.08M 0.21% +2,647 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,371 shares; 2024Q4: 1,514 shares; 2025Q1: 1,615 shares; 2025Q2: 1,756 shares; 2025Q3: 1,822 shares; 2025Q4: 1,782 shares; 2026Q1: 6,681 shares 6,681 $2.84M 0.19% +4,899 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,920 shares; 2024Q4: 17,647 shares; 2025Q1: 17,148 shares; 2025Q2: 16,664 shares; 2025Q3: 16,327 shares; 2025Q4: 13,812 shares; 2026Q1: 13,405 shares 13,405 $2.72M 0.18% -407 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,952 shares; 2024Q4: 27,626 shares; 2025Q1: 27,543 shares; 2025Q2: 26,418 shares; 2025Q3: 25,480 shares; 2025Q4: 25,818 shares; 2026Q1: 24,968 shares 24,968 $2.72M 0.18% -850 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,458 shares; 2024Q4: 22,169 shares; 2025Q1: 20,388 shares; 2025Q2: 18,244 shares; 2025Q3: 18,372 shares; 2025Q4: 18,844 shares; 2026Q1: 19,045 shares 19,045 $2.72M 0.18% +201 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: 2,604 shares; 2024Q4: 1,739 shares; 2025Q1: 1,739 shares; 2025Q2: 1,739 shares; 2025Q3: 1,730 shares; 2025Q4: 12,088 shares; 2026Q1: 12,287 shares 12,287 $2.69M 0.18% +199 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,378 shares; 2024Q4: 95,324 shares; 2025Q1: 96,360 shares; 2025Q2: 93,360 shares; 2025Q3: 94,813 shares; 2025Q4: 122,554 shares; 2026Q1: 137,359 shares 137,359 $2.68M 0.18% +14,805 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,819 shares; 2024Q4: 4,276 shares; 2025Q1: 5,429 shares; 2025Q2: 6,174 shares; 2025Q3: 5,991 shares; 2025Q4: 38,400 shares; 2026Q1: 41,464 shares 41,464 $2.6M 0.17% +3,064 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: 28,040 shares; 2024Q4: 30,175 shares; 2025Q1: 32,416 shares; 2025Q2: 34,192 shares; 2025Q3: 33,892 shares; 2025Q4: 34,141 shares; 2026Q1: 33,253 shares 33,253 $2.58M 0.17% -888 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: 9,103 shares; 2024Q4: 9,385 shares; 2025Q1: 10,083 shares; 2025Q2: 10,086 shares; 2025Q3: 13,818 shares; 2025Q4: 13,890 shares; 2026Q1: 13,393 shares 13,393 $2.57M 0.17% -497 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: 12,906 shares; 2024Q4: 13,228 shares; 2025Q1: 13,506 shares; 2025Q2: 12,709 shares; 2025Q3: 13,018 shares; 2025Q4: 12,875 shares; 2026Q1: 12,923 shares 12,923 $2.54M 0.17% +48 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,621 shares 17,621 $2.51M 0.17% 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: 2,616 shares; 2024Q4: 2,711 shares; 2025Q1: 2,929 shares; 2025Q2: 3,622 shares; 2025Q3: 3,591 shares; 2025Q4: 4,106 shares; 2026Q1: 3,531 shares 3,531 $2.5M 0.17% -575 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: 11,744 shares; 2024Q4: 12,270 shares; 2025Q1: 12,477 shares; 2025Q2: 13,362 shares; 2025Q3: 12,976 shares; 2025Q4: 13,173 shares; 2026Q1: 10,446 shares 10,446 $2.47M 0.17% -2,727 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: 2,897 shares; 2024Q4: 3,001 shares; 2025Q1: 3,533 shares; 2025Q2: 3,588 shares; 2025Q3: 3,609 shares; 2025Q4: 4,085 shares; 2026Q1: 2,671 shares 2,671 $2.46M 0.16% -1,414 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: 26,399 shares; 2024Q4: 24,232 shares; 2025Q1: 25,204 shares; 2025Q2: 25,714 shares; 2025Q3: 25,643 shares; 2025Q4: 25,485 shares; 2026Q1: 24,917 shares 24,917 $2.4M 0.16% -568 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: 9,642 shares; 2024Q4: 10,275 shares; 2025Q1: 11,479 shares; 2025Q2: 11,955 shares; 2025Q3: 11,868 shares; 2025Q4: 11,830 shares; 2026Q1: 10,907 shares 10,907 $2.37M 0.16% -923 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,454 shares 26,454 $2.29M 0.15% new Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,218 shares; 2024Q4: 26,280 shares; 2025Q1: 23,590 shares; 2025Q2: 23,389 shares; 2025Q3: 23,389 shares; 2025Q4: 23,389 shares; 2026Q1: 23,389 shares 23,389 $2.29M 0.15% 0 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: 6,571 shares; 2024Q4: 6,423 shares; 2025Q1: 6,379 shares; 2025Q2: 8,495 shares; 2025Q3: 8,065 shares; 2025Q4: 9,012 shares; 2026Q1: 10,545 shares 10,545 $2.27M 0.15% +1,533 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: 10,552 shares; 2024Q4: 10,011 shares; 2025Q1: 10,927 shares; 2025Q2: 11,616 shares; 2025Q3: 11,582 shares; 2025Q4: 11,624 shares; 2026Q1: 11,740 shares 11,740 $2.26M 0.15% +116 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,482 shares; 2024Q4: 3,782 shares; 2025Q1: 4,501 shares; 2025Q2: 6,644 shares; 2025Q3: 6,596 shares; 2025Q4: 7,002 shares; 2026Q1: 7,242 shares 7,242 $2.25M 0.15% +240 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: 13,185 shares; 2024Q4: 13,949 shares; 2025Q1: 15,278 shares; 2025Q2: 17,310 shares; 2025Q3: 17,560 shares; 2025Q4: 18,457 shares; 2026Q1: 15,366 shares 15,366 $2.25M 0.15% -3,091 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,480 shares; 2025Q3: 3,115 shares; 2025Q4: 3,164 shares; 2026Q1: 3,014 shares 3,014 $2.19M 0.15% -150 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: 47,497 shares; 2024Q4: 52,120 shares; 2025Q1: 53,734 shares; 2025Q2: 50,070 shares; 2025Q3: 52,888 shares; 2025Q4: 53,856 shares; 2026Q1: 55,393 shares 55,393 $2.18M 0.15% +1,537 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,689 shares; 2026Q1: 31,786 shares 31,786 $2.18M 0.15% +17,097 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,962 shares; 2024Q4: 6,949 shares; 2025Q1: 6,949 shares; 2025Q2: 7,368 shares; 2025Q3: 7,350 shares; 2025Q4: 7,381 shares; 2026Q1: 7,557 shares 7,557 $2.17M 0.15% +176 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,383 shares; 2025Q1: 6,821 shares; 2025Q2: 8,194 shares; 2025Q3: 8,593 shares; 2025Q4: 9,649 shares; 2026Q1: 10,090 shares 10,090 $2.16M 0.14% +441 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: 30,590 shares; 2024Q4: 36,272 shares; 2025Q1: 39,751 shares; 2025Q2: 43,686 shares; 2025Q3: 44,738 shares; 2025Q4: 48,758 shares; 2026Q1: 41,413 shares 41,413 $2.02M 0.14% -7,345 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,091 shares; 2024Q4: 22,781 shares; 2025Q1: 22,663 shares; 2025Q2: 22,015 shares; 2025Q3: 20,935 shares; 2025Q4: 21,165 shares; 2026Q1: 22,834 shares 22,834 $1.98M 0.13% +1,669 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,579 shares; 2025Q1: 13,649 shares; 2025Q2: 24,193 shares; 2025Q3: 42,145 shares; 2025Q4: 42,620 shares; 2026Q1: 33,269 shares 33,269 $1.96M 0.13% -9,351 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: 13,849 shares; 2024Q4: 14,572 shares; 2025Q1: 15,176 shares; 2025Q2: 17,294 shares; 2025Q3: 17,286 shares; 2025Q4: 17,367 shares; 2026Q1: 17,522 shares 17,522 $1.95M 0.13% +155 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 17,794 shares; 2025Q1: 18,634 shares; 2025Q2: 18,573 shares; 2025Q3: 19,309 shares; 2025Q4: 19,216 shares; 2026Q1: 19,161 shares 19,161 $1.92M 0.13% -55 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: 2,072 shares; 2024Q4: 2,269 shares; 2025Q1: 2,614 shares; 2025Q2: 2,763 shares; 2025Q3: 2,725 shares; 2025Q4: 2,671 shares; 2026Q1: 1,910 shares 1,910 $1.9M 0.13% -761 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: 8,216 shares; 2024Q4: 9,348 shares; 2025Q1: 1,120 shares; 2025Q2: 1,084 shares; 2025Q3: 1,078 shares; 2025Q4: 1,078 shares; 2026Q1: 5,778 shares 5,778 $1.9M 0.13% +4,700 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,370 shares 38,370 $1.9M 0.13% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,861 shares; 2025Q1: 4,674 shares; 2025Q2: 20,450 shares; 2025Q3: 18,380 shares; 2025Q4: 18,735 shares; 2026Q1: 14,850 shares 14,850 $1.82M 0.12% -3,885 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: 24,255 shares; 2024Q4: 24,239 shares; 2025Q1: 24,239 shares; 2025Q2: 24,239 shares; 2025Q3: 24,239 shares; 2025Q4: 24,239 shares; 2026Q1: 24,309 shares 24,309 $1.81M 0.12% +70 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: 6,132 shares; 2024Q4: 6,029 shares; 2025Q1: 7,621 shares; 2025Q2: 6,920 shares; 2025Q3: 8,218 shares; 2025Q4: 8,640 shares; 2026Q1: 8,543 shares 8,543 $1.77M 0.12% -97 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,983 shares; 2024Q4: 77,874 shares; 2025Q1: 49,008 shares; 2025Q2: 61,825 shares; 2025Q3: 60,393 shares; 2025Q4: 60,487 shares; 2026Q1: 63,609 shares 63,609 $1.71M 0.11% +3,122 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,336 shares; 2024Q4: 37,319 shares; 2025Q1: 36,843 shares; 2025Q2: 36,048 shares; 2025Q3: 34,401 shares; 2025Q4: 37,212 shares; 2026Q1: 37,449 shares 37,449 $1.69M 0.11% +237 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: 84,120 shares; 2024Q4: 79,130 shares; 2025Q1: 161,480 shares; 2025Q2: 233,576 shares; 2025Q3: 186,515 shares; 2025Q4: 146,413 shares; 2026Q1: 73,631 shares 73,631 $1.69M 0.11% -72,782 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: 12,617 shares; 2024Q4: 12,969 shares; 2025Q1: 14,694 shares; 2025Q2: 17,279 shares; 2025Q3: 17,166 shares; 2025Q4: 15,284 shares; 2026Q1: 11,668 shares 11,668 $1.69M 0.11% -3,616 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,734 shares; 2024Q4: 23,382 shares; 2025Q1: 33,096 shares; 2025Q2: 41,051 shares; 2025Q3: 41,084 shares; 2025Q4: 43,554 shares; 2026Q1: 42,599 shares 42,599 $1.68M 0.11% -955 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,259 shares; 2024Q4: 10,529 shares; 2025Q1: 14,604 shares; 2025Q2: 21,738 shares; 2025Q3: 14,768 shares; 2025Q4: 30,585 shares; 2026Q1: 27,024 shares 27,024 $1.66M 0.11% -3,561 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,532 shares; 2024Q4: 54,889 shares; 2025Q1: 53,654 shares; 2025Q2: 54,851 shares; 2025Q3: 54,938 shares; 2025Q4: 51,458 shares; 2026Q1: 50,886 shares 50,886 $1.55M 0.1% -572 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,528 shares; 2024Q4: 5,935 shares; 2025Q1: 5,837 shares; 2025Q2: 6,318 shares; 2025Q3: 5,839 shares; 2025Q4: 5,720 shares; 2026Q1: 5,874 shares 5,874 $1.54M 0.1% +154 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,571 shares; 2024Q4: 41,785 shares; 2025Q1: 41,944 shares; 2025Q2: 40,090 shares; 2025Q3: 40,587 shares; 2025Q4: 41,725 shares; 2026Q1: 43,313 shares 43,313 $1.54M 0.1% +1,588 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: 3,546 shares; 2024Q4: 5,753 shares; 2025Q1: 5,727 shares; 2025Q2: 5,449 shares; 2025Q3: 5,175 shares; 2025Q4: 5,006 shares; 2026Q1: 4,534 shares 4,534 $1.53M 0.1% -472 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: 30,077 shares; 2024Q4: 29,224 shares; 2025Q1: 25,023 shares; 2025Q2: 24,233 shares; 2025Q3: 24,659 shares; 2025Q4: 27,918 shares; 2026Q1: 28,222 shares 28,222 $1.53M 0.1% +304 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,069 shares; 2024Q4: 10,400 shares; 2025Q1: 9,868 shares; 2025Q2: 9,913 shares; 2025Q3: 9,956 shares; 2025Q4: 10,007 shares; 2026Q1: 10,045 shares 10,045 $1.52M 0.1% +38 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,088 shares; 2024Q4: 19,114 shares; 2025Q1: 13,754 shares; 2025Q2: 20,410 shares; 2025Q3: 18,096 shares; 2025Q4: 17,951 shares; 2026Q1: 19,293 shares 19,293 $1.51M 0.1% +1,342 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,852 shares; 2024Q4: 4,727 shares; 2025Q1: 4,685 shares; 2025Q2: 5,810 shares; 2025Q3: 5,659 shares; 2025Q4: 5,617 shares; 2026Q1: 4,420 shares 4,420 $1.51M 0.1% -1,197 Timeline IVLU 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: 50,775 shares; 2024Q4: 47,772 shares; 2025Q1: 101,895 shares; 2025Q2: 101,900 shares; 2025Q3: 43,445 shares; 2025Q4: 37,636 shares; 2026Q1: 37,636 shares 37,636 $1.49M 0.1% 0 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: 4,133 shares; 2024Q4: 4,492 shares; 2025Q1: 5,063 shares; 2025Q2: 5,597 shares; 2025Q3: 5,528 shares; 2025Q4: 5,412 shares; 2026Q1: 2,966 shares 2,966 $1.48M 0.1% -2,446 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,852 shares; 2024Q4: 15,752 shares; 2025Q1: 6,089 shares; 2025Q2: 9,433 shares; 2025Q3: 8,362 shares; 2025Q4: 8,465 shares; 2026Q1: 5,918 shares 5,918 $1.47M 0.1% -2,547 Timeline BLES NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,088 shares; 2024Q4: 42,098 shares; 2025Q1: 40,403 shares; 2025Q2: 38,878 shares; 2025Q3: 34,390 shares; 2025Q4: 33,474 shares; 2026Q1: 32,485 shares 32,485 $1.44M 0.1% -989 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,009 shares; 2024Q4: 78,214 shares; 2025Q1: 59,141 shares; 2025Q2: 58,654 shares; 2025Q3: 58,091 shares; 2025Q4: 57,857 shares; 2026Q1: 57,438 shares 57,438 $1.42M 0.1% -419 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,664 shares; 2024Q4: 39,123 shares; 2025Q1: 38,464 shares; 2025Q2: 37,050 shares; 2025Q3: 36,610 shares; 2025Q4: 38,234 shares; 2026Q1: 36,257 shares 36,257 $1.41M 0.09% -1,977 Timeline IJJ 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: 11,206 shares; 2024Q4: 10,795 shares; 2025Q1: 10,747 shares; 2025Q2: 10,657 shares; 2025Q3: 10,657 shares; 2025Q4: 10,657 shares; 2026Q1: 10,638 shares 10,638 $1.41M 0.09% -19 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,357 shares; 2024Q4: 9,686 shares; 2025Q1: 11,169 shares; 2025Q2: 12,093 shares; 2025Q3: 13,020 shares; 2025Q4: 12,590 shares; 2026Q1: 9,268 shares 9,268 $1.36M 0.09% -3,322 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,113 shares; 2024Q4: 1,099 shares; 2025Q1: 1,554 shares; 2025Q2: 8,656 shares; 2025Q3: 8,707 shares; 2025Q4: 8,334 shares; 2026Q1: 7,750 shares 7,750 $1.31M 0.09% -584 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: 6,786 shares; 2024Q4: 6,912 shares; 2025Q1: 8,875 shares; 2025Q2: 8,875 shares; 2025Q3: 13,085 shares; 2025Q4: 14,051 shares; 2026Q1: 14,319 shares 14,319 $1.3M 0.09% +268 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,897 shares; 2024Q4: 28,420 shares; 2025Q1: 33,597 shares; 2025Q2: 33,613 shares; 2025Q3: 35,153 shares; 2025Q4: 61,139 shares; 2026Q1: 65,633 shares 65,633 $1.29M 0.09% +4,494 Timeline KBWB 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: 25,799 shares; 2025Q4: 28,424 shares; 2026Q1: 16,109 shares 16,109 $1.27M 0.09% -12,315 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: 12,560 shares; 2024Q4: 48,403 shares; 2025Q1: 48,410 shares; 2025Q2: 48,421 shares; 2025Q3: 46,436 shares; 2025Q4: 44,394 shares; 2026Q1: 43,673 shares 43,673 $1.27M 0.09% -721 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,457 shares; 2024Q4: 41,563 shares; 2025Q1: 45,580 shares; 2025Q2: 58,165 shares; 2025Q3: 61,148 shares; 2025Q4: 52,834 shares; 2026Q1: 43,578 shares 43,578 $1.26M 0.08% -9,256 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: 5,418 shares; 2024Q4: 11,298 shares; 2025Q1: 8,635 shares; 2025Q2: 10,285 shares; 2025Q3: 10,285 shares; 2025Q4: 10,941 shares; 2026Q1: 14,233 shares 14,233 $1.25M 0.08% +3,292 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 95 shares; 2025Q1: 102 shares; 2025Q2: 118 shares; 2025Q3: 122 shares; 2025Q4: 423 shares; 2026Q1: 367 shares 367 $1.24M 0.08% -56 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,487 shares; 2024Q4: 14,774 shares; 2025Q1: 10,005 shares; 2025Q2: 13,590 shares; 2025Q3: 14,138 shares; 2025Q4: 13,971 shares; 2026Q1: 11,170 shares 11,170 $1.21M 0.08% -2,801 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,554 shares; 2024Q4: 8,596 shares; 2025Q1: 8,614 shares; 2025Q2: 8,642 shares; 2025Q3: 11,141 shares; 2025Q4: 11,196 shares; 2026Q1: 8,721 shares 8,721 $1.21M 0.08% -2,475 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: 18,480 shares; 2024Q4: 17,239 shares; 2025Q1: 17,797 shares; 2025Q2: 18,293 shares; 2025Q3: 17,759 shares; 2025Q4: 15,848 shares; 2026Q1: 13,079 shares 13,079 $1.17M 0.08% -2,769 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,774 shares; 2024Q4: 3,948 shares; 2025Q1: 5,149 shares; 2025Q2: 7,042 shares; 2025Q3: 6,889 shares; 2025Q4: 6,656 shares; 2026Q1: 6,910 shares 6,910 $1.14M 0.08% +254 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 20,022 shares; 2025Q1: 11,161 shares; 2025Q2: 3,978 shares; 2025Q3: 3,977 shares; 2025Q4: 3,815 shares; 2026Q1: 6,946 shares 6,946 $1.12M 0.08% +3,131 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,563 shares; 2024Q4: 22,310 shares; 2025Q1: 22,437 shares; 2025Q2: 22,512 shares; 2025Q3: 22,590 shares; 2025Q4: 25,876 shares; 2026Q1: 15,375 shares 15,375 $1.12M 0.08% -10,501 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: 10,761 shares; 2024Q4: 11,484 shares; 2025Q1: 12,956 shares; 2025Q2: 13,884 shares; 2025Q3: 13,664 shares; 2025Q4: 13,636 shares; 2026Q1: 12,047 shares 12,047 $1.12M 0.07% -1,589 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,504 shares; 2024Q4: 6,504 shares; 2025Q1: 6,547 shares; 2025Q2: 7,740 shares; 2025Q3: 7,573 shares; 2025Q4: 7,539 shares; 2026Q1: 11,810 shares 11,810 $1.12M 0.07% +4,271 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: 872 shares; 2024Q4: 1,090 shares; 2025Q1: 1,360 shares; 2025Q2: 1,742 shares; 2025Q3: 1,785 shares; 2025Q4: 1,884 shares; 2026Q1: 1,274 shares 1,274 $1.11M 0.07% -610 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 4,354 shares; 2025Q1: 6,344 shares; 2025Q2: 22,565 shares; 2025Q3: 11,954 shares; 2025Q4: 11,971 shares; 2026Q1: 9,885 shares 9,885 $1.1M 0.07% -2,086 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: 9,022 shares; 2024Q4: 9,226 shares; 2025Q1: 10,292 shares; 2025Q2: 10,892 shares; 2025Q3: 14,196 shares; 2025Q4: 21,773 shares; 2026Q1: 23,830 shares 23,830 $1.09M 0.07% +2,057 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: 25,239 shares; 2024Q4: 22,769 shares; 2025Q1: 24,210 shares; 2025Q2: 27,617 shares; 2025Q3: 29,765 shares; 2025Q4: 25,254 shares; 2026Q1: 21,745 shares 21,745 $1.09M 0.07% -3,509 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 760 shares; 2024Q4: 852 shares; 2025Q1: 931 shares; 2025Q2: 2,825 shares; 2025Q3: 1,899 shares; 2025Q4: 1,944 shares; 2026Q1: 1,495 shares 1,495 $1.09M 0.07% -449 Timeline IGM 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: 9,750 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares 9,100 $1.08M 0.07% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,546 shares; 2024Q4: 8,982 shares; 2025Q1: 8,040 shares; 2025Q2: 9,264 shares; 2025Q3: 9,048 shares; 2025Q4: 8,677 shares; 2026Q1: 3,159 shares 3,159 $1.07M 0.07% -5,518 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: 4,288 shares; 2024Q4: 4,779 shares; 2025Q1: 5,573 shares; 2025Q2: 6,779 shares; 2025Q3: 7,069 shares; 2025Q4: 7,276 shares; 2026Q1: 3,736 shares 3,736 $1.06M 0.07% -3,540 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,615 shares; 2024Q4: 3,615 shares; 2025Q1: 3,607 shares; 2025Q2: 3,631 shares; 2025Q3: 3,631 shares; 2025Q4: 3,418 shares; 2026Q1: 3,086 shares 3,086 $1.05M 0.07% -332 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,006 shares; 2024Q4: 19,615 shares; 2025Q1: 22,617 shares; 2025Q2: 28,778 shares; 2025Q3: 28,458 shares; 2025Q4: 27,474 shares; 2026Q1: 14,452 shares 14,452 $1.04M 0.07% -13,022 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,106 shares; 2024Q4: 7,258 shares; 2025Q1: 7,259 shares; 2025Q2: 7,258 shares; 2025Q3: 7,258 shares; 2025Q4: 7,258 shares; 2026Q1: 7,258 shares 7,258 $1.03M 0.07% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,173 shares; 2024Q4: 8,341 shares; 2025Q1: 8,414 shares; 2025Q2: 7,926 shares; 2025Q3: 9,278 shares; 2025Q4: 9,492 shares; 2026Q1: 9,471 shares 9,471 $1.01M 0.07% -21 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,095 shares; 2024Q4: 16,236 shares; 2025Q1: 17,552 shares; 2025Q2: 18,133 shares; 2025Q3: 2,691 shares; 2025Q4: 2,876 shares; 2026Q1: 2,812 shares 2,812 $1M 0.07% -64 Timeline IWS 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: 2,434 shares; 2024Q4: 2,398 shares; 2025Q1: 2,448 shares; 2025Q2: 5,616 shares; 2025Q3: 5,684 shares; 2025Q4: 5,707 shares; 2026Q1: 6,835 shares 6,835 $996K 0.07% +1,128 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,629 shares; 2024Q4: 7,175 shares; 2025Q1: 8,571 shares; 2025Q2: 9,002 shares; 2025Q3: 9,345 shares; 2025Q4: 9,132 shares; 2026Q1: 8,779 shares 8,779 $996K 0.07% -353 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,984 shares; 2024Q4: 18,314 shares; 2025Q1: 11,509 shares; 2025Q2: 21,700 shares; 2025Q3: 21,700 shares; 2025Q4: 21,179 shares; 2026Q1: 25,513 shares 25,513 $991K 0.07% +4,334 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: 5,021 shares; 2024Q4: 4,677 shares; 2025Q1: 4,908 shares; 2025Q2: 6,138 shares; 2025Q3: 6,317 shares; 2025Q4: 6,411 shares; 2026Q1: 4,790 shares 4,790 $974K 0.07% -1,621 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,172 shares; 2025Q1: 6,317 shares; 2025Q2: 6,370 shares; 2025Q3: 12,787 shares; 2025Q4: 16,855 shares; 2026Q1: 26,415 shares 26,415 $972K 0.07% +9,560 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,298 shares; 2024Q4: 13,298 shares; 2025Q1: 13,313 shares; 2025Q2: 13,319 shares; 2025Q3: 12,735 shares; 2025Q4: 12,739 shares; 2026Q1: 11,397 shares 11,397 $970K 0.06% -1,342 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: 2,258 shares; 2024Q4: 2,430 shares; 2025Q1: 2,640 shares; 2025Q2: 2,998 shares; 2025Q3: 3,137 shares; 2025Q4: 3,368 shares; 2026Q1: 2,957 shares 2,957 $964K 0.06% -411 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,527 shares; 2024Q4: 11,135 shares; 2025Q1: 12,763 shares; 2025Q2: 13,395 shares; 2025Q3: 13,888 shares; 2025Q4: 13,643 shares; 2026Q1: 13,017 shares 13,017 $947K 0.06% -626 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: 6,567 shares; 2024Q4: 5,940 shares; 2025Q1: 6,656 shares; 2025Q2: 6,719 shares; 2025Q3: 6,352 shares; 2025Q4: 6,560 shares; 2026Q1: 5,065 shares 5,065 $946K 0.06% -1,495 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,986 shares; 2024Q4: 7,569 shares; 2025Q1: 3,299 shares; 2025Q2: 3,329 shares; 2025Q3: 9,653 shares; 2025Q4: 11,738 shares; 2026Q1: 8,487 shares 8,487 $937K 0.06% -3,251 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: 1,138 shares; 2024Q4: 1,110 shares; 2025Q1: 1,211 shares; 2025Q2: 1,394 shares; 2025Q3: 1,362 shares; 2025Q4: 1,371 shares; 2026Q1: 707 shares 707 $934K 0.06% -664 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 19,517 shares; 2025Q1: 19,943 shares; 2025Q2: 21,767 shares; 2025Q3: 21,818 shares; 2025Q4: 18,749 shares; 2026Q1: 17,600 shares 17,600 $925K 0.06% -1,149 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,246 shares; 2024Q4: 7,246 shares; 2025Q1: 7,246 shares; 2025Q2: 7,246 shares; 2025Q3: 7,246 shares; 2025Q4: 7,246 shares; 2026Q1: 7,246 shares 7,246 $922K 0.06% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,361 shares; 2025Q1: 5,939 shares; 2025Q2: 6,198 shares; 2025Q3: 6,023 shares; 2025Q4: 7,472 shares; 2026Q1: 6,604 shares 6,604 $920K 0.06% -868 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,547 shares; 2024Q4: 6,691 shares; 2025Q1: 6,874 shares; 2025Q2: 7,746 shares; 2025Q3: 8,079 shares; 2025Q4: 8,081 shares; 2026Q1: 6,015 shares 6,015 $919K 0.06% -2,066 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: 2,655 shares; 2024Q4: 2,465 shares; 2025Q1: 3,040 shares; 2025Q2: 3,775 shares; 2025Q3: 3,628 shares; 2025Q4: 3,630 shares; 2026Q1: 2,607 shares 2,607 $917K 0.06% -1,023 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,718 shares; 2024Q4: 18,976 shares; 2025Q1: 17,858 shares; 2025Q2: 16,433 shares; 2025Q3: 17,295 shares; 2025Q4: 7,126 shares; 2026Q1: 5,127 shares 5,127 $914K 0.06% -1,999 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,666 shares; 2024Q4: 8,657 shares; 2025Q1: 8,661 shares; 2025Q2: 8,666 shares; 2025Q3: 8,644 shares; 2025Q4: 8,846 shares; 2026Q1: 8,087 shares 8,087 $892K 0.06% -759 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,313 shares; 2024Q4: 10,485 shares; 2025Q1: 14,143 shares; 2025Q2: 17,820 shares; 2025Q3: 17,623 shares; 2025Q4: 19,542 shares; 2026Q1: 11,172 shares 11,172 $889K 0.06% -8,370 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: 877 shares; 2024Q4: 1,657 shares; 2025Q1: 1,754 shares; 2025Q2: 1,481 shares; 2025Q3: 1,356 shares; 2025Q4: 1,280 shares; 2026Q1: 1,461 shares 1,461 $883K 0.06% +181 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,462 shares; 2024Q4: 5,265 shares; 2025Q1: 5,898 shares; 2025Q2: 6,874 shares; 2025Q3: 7,085 shares; 2025Q4: 7,089 shares; 2026Q1: 5,341 shares 5,341 $879K 0.06% -1,748 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: 5,759 shares; 2024Q4: 5,891 shares; 2025Q1: 5,827 shares; 2025Q2: 7,216 shares; 2025Q3: 7,709 shares; 2025Q4: 7,690 shares; 2026Q1: 6,574 shares 6,574 $868K 0.06% -1,116 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 7,051 shares; 2025Q1: 7,314 shares; 2025Q2: 7,557 shares; 2025Q3: 8,528 shares; 2025Q4: 8,130 shares; 2026Q1: 7,684 shares 7,684 $863K 0.06% -446 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,559 shares; 2024Q4: not reported; 2025Q1: 3,926 shares; 2025Q2: 15,433 shares; 2025Q3: 15,466 shares; 2025Q4: 15,270 shares; 2026Q1: 13,917 shares 13,917 $860K 0.06% -1,353 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,317 shares; 2024Q4: 30,393 shares; 2025Q1: 16,763 shares; 2025Q2: 17,002 shares; 2025Q3: 16,613 shares; 2025Q4: 14,689 shares; 2026Q1: 16,892 shares 16,892 $855K 0.06% +2,203 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,311 shares; 2025Q4: 9,417 shares; 2026Q1: 16,412 shares 16,412 $820K 0.05% +6,995 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,122 shares; 2025Q4: 4,122 shares; 2026Q1: 17,567 shares 17,567 $820K 0.05% +13,445 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,949 shares; 2025Q2: 22,949 shares; 2025Q3: 34,783 shares; 2025Q4: 42,721 shares; 2026Q1: 49,027 shares 49,027 $820K 0.05% +6,306 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,470 shares; 2024Q4: 21,098 shares; 2025Q1: 20,326 shares; 2025Q2: 20,233 shares; 2025Q3: 18,318 shares; 2025Q4: 18,180 shares; 2026Q1: 17,291 shares 17,291 $815K 0.05% -889 Timeline IWP 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: 8,588 shares; 2024Q4: 9,744 shares; 2025Q1: 9,887 shares; 2025Q2: 8,934 shares; 2025Q3: 8,906 shares; 2025Q4: 8,864 shares; 2026Q1: 6,327 shares 6,327 $811K 0.05% -2,537 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: 3,103 shares; 2024Q4: 3,230 shares; 2025Q1: 3,640 shares; 2025Q2: 4,728 shares; 2025Q3: 5,195 shares; 2025Q4: 6,470 shares; 2026Q1: 6,188 shares 6,188 $810K 0.05% -282 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: 14,477 shares; 2025Q2: 13,667 shares; 2025Q3: 13,591 shares; 2025Q4: 13,796 shares; 2026Q1: 13,368 shares 13,368 $805K 0.05% -428 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,417 shares; 2025Q3: 11,252 shares; 2025Q4: 11,152 shares; 2026Q1: 10,959 shares 10,959 $800K 0.05% -193 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,045 shares; 2024Q4: 1,069 shares; 2025Q1: 1,100 shares; 2025Q2: 1,214 shares; 2025Q3: 1,330 shares; 2025Q4: 1,304 shares; 2026Q1: 1,172 shares 1,172 $799K 0.05% -132 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: 850 shares; 2024Q4: 902 shares; 2025Q1: 922 shares; 2025Q2: 994 shares; 2025Q3: 1,040 shares; 2025Q4: 992 shares; 2026Q1: 928 shares 928 $785K 0.05% -64 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,090 shares; 2024Q4: 8,172 shares; 2025Q1: 8,382 shares; 2025Q2: 8,489 shares; 2025Q3: 8,424 shares; 2025Q4: 8,104 shares; 2026Q1: 7,057 shares 7,057 $774K 0.05% -1,047 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 639 shares; 2025Q1: 699 shares; 2025Q2: 754 shares; 2025Q3: 735 shares; 2025Q4: 814 shares; 2026Q1: 525 shares 525 $774K 0.05% -289 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,029 shares; 2025Q1: 2,213 shares; 2025Q2: 2,984 shares; 2025Q3: 3,087 shares; 2025Q4: 3,107 shares; 2026Q1: 2,227 shares 2,227 $764K 0.05% -880 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,503 shares; 2025Q4: 4,503 shares; 2026Q1: 16,034 shares 16,034 $762K 0.05% +11,531 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 6,046 shares; 2025Q1: 6,140 shares; 2025Q2: 6,865 shares; 2025Q3: 4,549 shares; 2025Q4: 4,401 shares; 2026Q1: 2,804 shares 2,804 $759K 0.05% -1,597 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 4,187 shares; 2025Q1: 4,558 shares; 2025Q2: 4,258 shares; 2025Q3: 3,881 shares; 2025Q4: 3,842 shares; 2026Q1: 3,114 shares 3,114 $756K 0.05% -728 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,215 shares; 2024Q4: 5,264 shares; 2025Q1: 5,718 shares; 2025Q2: 5,598 shares; 2025Q3: 5,217 shares; 2025Q4: 4,854 shares; 2026Q1: 3,807 shares 3,807 $739K 0.05% -1,047 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,940 shares 13,940 $732K 0.05% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 3,628 shares; 2025Q1: 4,850 shares; 2025Q2: 10,970 shares; 2025Q3: 5,042 shares; 2025Q4: 5,561 shares; 2026Q1: 4,651 shares 4,651 $722K 0.05% -910 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: 12,117 shares; 2024Q4: 12,526 shares; 2025Q1: 12,213 shares; 2025Q2: 14,445 shares; 2025Q3: 14,232 shares; 2025Q4: 14,485 shares; 2026Q1: 15,676 shares 15,676 $721K 0.05% +1,191 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,426 shares; 2024Q4: 13,437 shares; 2025Q1: 12,043 shares; 2025Q2: 12,043 shares; 2025Q3: 12,529 shares; 2025Q4: 34,695 shares; 2026Q1: 34,695 shares 34,695 $709K 0.05% 0 Timeline ESGE 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: 14,701 shares; 2024Q4: 14,908 shares; 2025Q1: 14,916 shares; 2025Q2: 15,048 shares; 2025Q3: 15,048 shares; 2025Q4: 15,277 shares; 2026Q1: 15,277 shares 15,277 $695K 0.05% 0 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: 688 shares; 2024Q4: 928 shares; 2025Q1: 862 shares; 2025Q2: 861 shares; 2025Q3: 862 shares; 2025Q4: 994 shares; 2026Q1: 994 shares 994 $693K 0.05% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,994 shares; 2024Q4: 1,945 shares; 2025Q1: 2,047 shares; 2025Q2: 2,135 shares; 2025Q3: 2,176 shares; 2025Q4: 2,109 shares; 2026Q1: 1,659 shares 1,659 $691K 0.05% -450 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,046 shares; 2026Q1: 6,105 shares 6,105 $690K 0.05% +59 Timeline AVIV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,604 shares; 2024Q4: 6,630 shares; 2025Q1: 6,630 shares; 2025Q2: 6,669 shares; 2025Q3: 6,669 shares; 2025Q4: 6,700 shares; 2026Q1: 9,107 shares 9,107 $682K 0.05% +2,407 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,629 shares; 2024Q4: 10,582 shares; 2025Q1: 10,935 shares; 2025Q2: 11,080 shares; 2025Q3: 10,909 shares; 2025Q4: 11,757 shares; 2026Q1: 11,847 shares 11,847 $676K 0.05% +90 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,933 shares; 2024Q4: 2,242 shares; 2025Q1: 3,277 shares; 2025Q2: 3,921 shares; 2025Q3: 3,744 shares; 2025Q4: 3,611 shares; 2026Q1: 3,382 shares 3,382 $673K 0.05% -229 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: 3,256 shares; 2024Q4: 3,423 shares; 2025Q1: 3,899 shares; 2025Q2: 3,517 shares; 2025Q3: 3,606 shares; 2025Q4: 3,766 shares; 2026Q1: 3,694 shares 3,694 $673K 0.05% -72 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 742 shares; 2025Q1: 794 shares; 2025Q2: 864 shares; 2025Q3: 851 shares; 2025Q4: 811 shares; 2026Q1: 699 shares 699 $672K 0.05% -112 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 713 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 757 shares; 2025Q4: 1,058 shares; 2026Q1: 1,229 shares 1,229 $661K 0.04% +171 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 7,319 shares; 2025Q1: 8,402 shares; 2025Q2: 10,125 shares; 2025Q3: 9,703 shares; 2025Q4: 9,177 shares; 2026Q1: 6,333 shares 6,333 $650K 0.04% -2,844 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,393 shares; 2025Q2: 18,393 shares; 2025Q3: 18,393 shares; 2025Q4: 20,671 shares; 2026Q1: 25,352 shares 25,352 $649K 0.04% +4,681 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: 3,188 shares; 2024Q4: 3,619 shares; 2025Q1: 2,785 shares; 2025Q2: 3,005 shares; 2025Q3: 2,804 shares; 2025Q4: 2,725 shares; 2026Q1: 2,861 shares 2,861 $647K 0.04% +136 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,348 shares; 2024Q4: 6,352 shares; 2025Q1: 6,355 shares; 2025Q2: 6,358 shares; 2025Q3: 6,361 shares; 2025Q4: 6,365 shares; 2026Q1: 6,366 shares 6,366 $641K 0.04% +1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,523 shares; 2024Q4: 2,543 shares; 2025Q1: 2,916 shares; 2025Q2: 2,886 shares; 2025Q3: 4,149 shares; 2025Q4: 8,012 shares; 2026Q1: 5,874 shares 5,874 $640K 0.04% -2,138 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,950 shares; 2024Q4: 27,815 shares; 2025Q1: 12,600 shares; 2025Q2: 12,623 shares; 2025Q3: 12,647 shares; 2025Q4: 10,169 shares; 2026Q1: 10,169 shares 10,169 $635K 0.04% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,007 shares; 2024Q4: 20,787 shares; 2025Q1: 19,434 shares; 2025Q2: 19,238 shares; 2025Q3: 17,638 shares; 2025Q4: 17,494 shares; 2026Q1: 16,879 shares 16,879 $631K 0.04% -615 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,336 shares 26,336 $631K 0.04% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,037 shares; 2024Q4: 6,003 shares; 2025Q1: 6,365 shares; 2025Q2: 6,804 shares; 2025Q3: 6,727 shares; 2025Q4: 7,046 shares; 2026Q1: 3,929 shares 3,929 $627K 0.04% -3,117 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,646 shares; 2024Q4: 10,646 shares; 2025Q1: 10,646 shares; 2025Q2: 10,646 shares; 2025Q3: 10,646 shares; 2025Q4: 10,646 shares; 2026Q1: 10,646 shares 10,646 $626K 0.04% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 788 shares; 2024Q4: 790 shares; 2025Q1: 1,011 shares; 2025Q2: 1,172 shares; 2025Q3: 1,171 shares; 2025Q4: 1,252 shares; 2026Q1: 1,130 shares 1,130 $620K 0.04% -122 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,322 shares; 2024Q4: 2,780 shares; 2025Q1: 2,771 shares; 2025Q2: 2,731 shares; 2025Q3: 2,813 shares; 2025Q4: 2,945 shares; 2026Q1: 2,856 shares 2,856 $619K 0.04% -89 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,887 shares; 2026Q1: 2,926 shares 2,926 $618K 0.04% +39 Timeline HYMC HYCROFT MINING HOLDING CORP More: the full row for HYCROFT MINING HOLDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 12,050 shares; 2025Q1: 12,050 shares; 2025Q2: 12,050 shares; 2025Q3: 12,050 shares; 2025Q4: 17,521 shares; 2026Q1: 17,521 shares 17,521 $617K 0.04% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 2,894 shares; 2025Q1: 3,133 shares; 2025Q2: 3,382 shares; 2025Q3: 3,181 shares; 2025Q4: 3,163 shares; 2026Q1: 2,680 shares 2,680 $616K 0.04% -483 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,666 shares; 2025Q1: 9,388 shares; 2025Q2: 10,221 shares; 2025Q3: 11,189 shares; 2025Q4: 11,110 shares; 2026Q1: 18,034 shares 18,034 $605K 0.04% +6,924 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,057 shares; 2025Q2: 7,626 shares; 2025Q3: 5,993 shares; 2025Q4: 5,796 shares; 2026Q1: 5,458 shares 5,458 $603K 0.04% -338 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,467 shares; 2024Q4: 3,232 shares; 2025Q1: 3,025 shares; 2025Q2: 3,025 shares; 2025Q3: 3,061 shares; 2025Q4: 3,358 shares; 2026Q1: 2,098 shares 2,098 $603K 0.04% -1,260 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 1,467 shares; 2025Q1: 1,571 shares; 2025Q2: 1,745 shares; 2025Q3: 1,758 shares; 2025Q4: 1,597 shares; 2026Q1: 1,270 shares 1,270 $601K 0.04% -327 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,366 shares; 2024Q4: 20,586 shares; 2025Q1: 18,640 shares; 2025Q2: 17,454 shares; 2025Q3: 17,744 shares; 2025Q4: 18,428 shares; 2026Q1: 20,624 shares 20,624 $600K 0.04% +2,196 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,572 shares; 2025Q1: 3,572 shares; 2025Q2: 3,572 shares; 2025Q3: 3,572 shares; 2025Q4: 3,328 shares; 2026Q1: 3,328 shares 3,328 $599K 0.04% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,039 shares; 2024Q4: 2,166 shares; 2025Q1: 2,485 shares; 2025Q2: 2,712 shares; 2025Q3: 2,659 shares; 2025Q4: 2,537 shares; 2026Q1: 1,975 shares 1,975 $597K 0.04% -562 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,779 shares; 2024Q4: 26,937 shares; 2025Q1: 22,814 shares; 2025Q2: 22,814 shares; 2025Q3: 23,958 shares; 2025Q4: 23,897 shares; 2026Q1: 24,795 shares 24,795 $592K 0.04% +898 Timeline ILOW AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,849 shares 13,849 $591K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,926 shares; 2024Q4: 1,761 shares; 2025Q1: 2,133 shares; 2025Q2: 2,375 shares; 2025Q3: 2,229 shares; 2025Q4: 2,354 shares; 2026Q1: 1,650 shares 1,650 $590K 0.04% -704 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: 991 shares; 2024Q4: 973 shares; 2025Q1: 1,157 shares; 2025Q2: 1,243 shares; 2025Q3: 1,130 shares; 2025Q4: 1,130 shares; 2026Q1: 1,047 shares 1,047 $590K 0.04% -83 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: 24,473 shares; 2024Q4: 13,196 shares; 2025Q1: 12,685 shares; 2025Q2: 12,001 shares; 2025Q3: 12,006 shares; 2025Q4: 9,887 shares; 2026Q1: 9,768 shares 9,768 $582K 0.04% -119 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: 944 shares; 2024Q4: 1,072 shares; 2025Q1: 1,145 shares; 2025Q2: 1,694 shares; 2025Q3: 1,616 shares; 2025Q4: 1,607 shares; 2026Q1: 649 shares 649 $581K 0.04% -958 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,197 shares; 2024Q4: 5,161 shares; 2025Q1: 5,294 shares; 2025Q2: 5,060 shares; 2025Q3: 5,144 shares; 2025Q4: 5,137 shares; 2026Q1: 5,215 shares 5,215 $581K 0.04% +78 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,434 shares; 2025Q3: 4,444 shares; 2025Q4: 5,585 shares; 2026Q1: 5,913 shares 5,913 $575K 0.04% +328 Timeline ISMD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,816 shares; 2024Q4: 14,331 shares; 2025Q1: 14,331 shares; 2025Q2: 14,331 shares; 2025Q3: 14,331 shares; 2025Q4: 14,331 shares; 2026Q1: 14,331 shares 14,331 $573K 0.04% 0 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: 14,125 shares; 2024Q4: 12,538 shares; 2025Q1: 12,388 shares; 2025Q2: 10,098 shares; 2025Q3: 10,182 shares; 2025Q4: 10,591 shares; 2026Q1: 10,677 shares 10,677 $568K 0.04% +86 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 11,370 shares; 2025Q1: 12,029 shares; 2025Q2: 12,180 shares; 2025Q3: 10,772 shares; 2025Q4: 12,269 shares; 2026Q1: 12,017 shares 12,017 $565K 0.04% -252 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,043 shares; 2025Q2: 12,327 shares; 2025Q3: 24,808 shares; 2025Q4: 20,618 shares; 2026Q1: 37,659 shares 37,659 $565K 0.04% +17,041 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,104 shares; 2024Q4: 8,436 shares; 2025Q1: 7,574 shares; 2025Q2: 6,552 shares; 2025Q3: 6,076 shares; 2025Q4: 6,049 shares; 2026Q1: 12,363 shares 12,363 $564K 0.04% +6,314 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,828 shares 2,828 $558K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,414 shares; 2024Q4: 2,449 shares; 2025Q1: 2,941 shares; 2025Q2: 3,149 shares; 2025Q3: 3,314 shares; 2025Q4: 3,509 shares; 2026Q1: 2,816 shares 2,816 $557K 0.04% -693 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: 798 shares; 2024Q4: 818 shares; 2025Q1: 922 shares; 2025Q2: 955 shares; 2025Q3: 940 shares; 2025Q4: 947 shares; 2026Q1: 633 shares 633 $548K 0.04% -314 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: 5,526 shares; 2024Q4: 4,875 shares; 2025Q1: 5,041 shares; 2025Q2: 5,052 shares; 2025Q3: 5,200 shares; 2025Q4: 4,885 shares; 2026Q1: 5,692 shares 5,692 $540K 0.04% +807 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,526 shares; 2024Q4: 13,760 shares; 2025Q1: 13,531 shares; 2025Q2: 13,429 shares; 2025Q3: 13,446 shares; 2025Q4: 13,415 shares; 2026Q1: 12,930 shares 12,930 $535K 0.04% -485 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: 2,279 shares; 2024Q4: 2,427 shares; 2025Q1: 2,506 shares; 2025Q2: 2,908 shares; 2025Q3: 2,810 shares; 2025Q4: 2,760 shares; 2026Q1: 2,185 shares 2,185 $534K 0.04% -575 Timeline MOOD EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,370 shares 12,370 $507K 0.03% new Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 10,006 shares; 2025Q1: 10,006 shares; 2025Q2: 10,006 shares; 2025Q3: 10,027 shares; 2025Q4: 10,009 shares; 2026Q1: 9,835 shares 9,835 $506K 0.03% -174 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,960 shares; 2025Q1: 2,186 shares; 2025Q2: 2,213 shares; 2025Q3: 2,271 shares; 2025Q4: 2,263 shares; 2026Q1: 1,850 shares 1,850 $504K 0.03% -413 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,634 shares; 2025Q3: 11,634 shares; 2025Q4: 11,634 shares; 2026Q1: 11,634 shares 11,634 $500K 0.03% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,184 shares; 2024Q4: 2,288 shares; 2025Q1: 2,778 shares; 2025Q2: 2,996 shares; 2025Q3: 3,219 shares; 2025Q4: 2,931 shares; 2026Q1: 1,547 shares 1,547 $492K 0.03% -1,384 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: 5,064 shares; 2024Q4: 4,957 shares; 2025Q1: 6,642 shares; 2025Q2: 8,702 shares; 2025Q3: 8,837 shares; 2025Q4: 7,126 shares; 2026Q1: 5,177 shares 5,177 $487K 0.03% -1,949 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,981 shares; 2026Q1: 18,603 shares 18,603 $486K 0.03% +6,622 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,988 shares; 2024Q4: 3,974 shares; 2025Q1: 5,236 shares; 2025Q2: 5,167 shares; 2025Q3: 5,167 shares; 2025Q4: 5,904 shares; 2026Q1: 5,909 shares 5,909 $484K 0.03% +5 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,993 shares; 2025Q1: 1,993 shares; 2025Q2: 3,996 shares; 2025Q3: 3,996 shares; 2025Q4: 3,996 shares; 2026Q1: 3,996 shares 3,996 $483K 0.03% 0 Timeline CGW 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: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,486 shares; 2025Q2: 7,486 shares; 2025Q3: 7,486 shares; 2025Q4: 7,486 shares; 2026Q1: 7,486 shares 7,486 $479K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 3,878 shares; 2025Q1: 4,423 shares; 2025Q2: 4,616 shares; 2025Q3: 5,639 shares; 2025Q4: 5,176 shares; 2026Q1: 5,564 shares 5,564 $474K 0.03% +388 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,006 shares; 2024Q4: 5,648 shares; 2025Q1: 6,800 shares; 2025Q2: 7,326 shares; 2025Q3: 8,054 shares; 2025Q4: 10,158 shares; 2026Q1: 7,738 shares 7,738 $469K 0.03% -2,420 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,281 shares; 2025Q1: 1,338 shares; 2025Q2: 1,491 shares; 2025Q3: 1,491 shares; 2025Q4: 1,429 shares; 2026Q1: 1,348 shares 1,348 $465K 0.03% -81 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: 14,672 shares; 2024Q4: 8,013 shares; 2025Q1: 10,924 shares; 2025Q2: 15,162 shares; 2025Q3: 18,255 shares; 2025Q4: 20,289 shares; 2026Q1: 16,556 shares 16,556 $465K 0.03% -3,733 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 9,763 shares; 2025Q1: 10,621 shares; 2025Q2: 10,621 shares; 2025Q3: 10,621 shares; 2025Q4: 10,621 shares; 2026Q1: 9,763 shares 9,763 $457K 0.03% -858 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,342 shares; 2024Q4: 3,678 shares; 2025Q1: 3,878 shares; 2025Q2: 4,327 shares; 2025Q3: 4,740 shares; 2025Q4: 4,417 shares; 2026Q1: 3,481 shares 3,481 $456K 0.03% -936 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,504 shares; 2024Q4: 18,898 shares; 2025Q1: 20,569 shares; 2025Q2: 22,122 shares; 2025Q3: 21,714 shares; 2025Q4: 19,963 shares; 2026Q1: 2,405 shares 2,405 $456K 0.03% -17,558 Timeline DALI 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: 14,690 shares; 2024Q4: 14,617 shares; 2025Q1: 15,243 shares; 2025Q2: 15,433 shares; 2025Q3: 14,976 shares; 2025Q4: 16,279 shares; 2026Q1: 16,266 shares 16,266 $453K 0.03% -13 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: 1,238 shares; 2024Q4: 1,389 shares; 2025Q1: 1,296 shares; 2025Q2: 1,423 shares; 2025Q3: 1,569 shares; 2025Q4: 1,458 shares; 2026Q1: 1,510 shares 1,510 $446K 0.03% +52 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,439 shares; 2024Q4: 6,925 shares; 2025Q1: 7,433 shares; 2025Q2: 7,433 shares; 2025Q3: 7,433 shares; 2025Q4: 8,272 shares; 2026Q1: 8,023 shares 8,023 $443K 0.03% -249 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,382 shares 12,382 $442K 0.03% new 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: 7,392 shares; 2024Q4: 9,805 shares; 2025Q1: 9,779 shares; 2025Q2: 9,779 shares; 2025Q3: 9,742 shares; 2025Q4: 9,739 shares; 2026Q1: 9,684 shares 9,684 $442K 0.03% -55 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,947 shares; 2024Q4: 17,737 shares; 2025Q1: 17,451 shares; 2025Q2: 18,030 shares; 2025Q3: 17,025 shares; 2025Q4: 15,422 shares; 2026Q1: 13,661 shares 13,661 $437K 0.03% -1,761 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,209 shares; 2025Q1: 1,497 shares; 2025Q2: 1,487 shares; 2025Q3: 1,485 shares; 2025Q4: 1,575 shares; 2026Q1: 1,562 shares 1,562 $436K 0.03% -13 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,218 shares; 2024Q4: 16,218 shares; 2025Q1: 13,668 shares; 2025Q2: 13,922 shares; 2025Q3: 13,905 shares; 2025Q4: 13,905 shares; 2026Q1: 13,802 shares 13,802 $435K 0.03% -103 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,200 shares; 2025Q1: 2,350 shares; 2025Q2: 3,048 shares; 2025Q3: 3,039 shares; 2025Q4: 3,050 shares; 2026Q1: 1,613 shares 1,613 $429K 0.03% -1,437 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,624 shares; 2024Q4: 2,339 shares; 2025Q1: 2,862 shares; 2025Q2: 2,997 shares; 2025Q3: 2,358 shares; 2025Q4: 2,386 shares; 2026Q1: 2,190 shares 2,190 $428K 0.03% -196 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,445 shares; 2024Q4: 8,377 shares; 2025Q1: 4,950 shares; 2025Q2: 13,047 shares; 2025Q3: 4,871 shares; 2025Q4: 4,871 shares; 2026Q1: 2,886 shares 2,886 $423K 0.03% -1,985 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: 1,409 shares; 2024Q4: 967 shares; 2025Q1: 1,184 shares; 2025Q2: 1,288 shares; 2025Q3: 1,131 shares; 2025Q4: 1,216 shares; 2026Q1: 947 shares 947 $423K 0.03% -269 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,282 shares; 2024Q4: 2,632 shares; 2025Q1: 2,678 shares; 2025Q2: 2,825 shares; 2025Q3: 2,900 shares; 2025Q4: 2,739 shares; 2026Q1: 2,025 shares 2,025 $420K 0.03% -714 Timeline VUSB 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: 10,334 shares; 2024Q4: 10,120 shares; 2025Q1: 10,162 shares; 2025Q2: 10,224 shares; 2025Q3: 10,285 shares; 2025Q4: 8,336 shares; 2026Q1: 8,359 shares 8,359 $416K 0.03% +23 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,499 shares; 2025Q1: 2,699 shares; 2025Q2: 3,126 shares; 2025Q3: 2,869 shares; 2025Q4: 3,178 shares; 2026Q1: 1,730 shares 1,730 $414K 0.03% -1,448 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: 959 shares; 2024Q4: 1,923 shares; 2025Q1: 2,542 shares; 2025Q2: 2,810 shares; 2025Q3: 2,690 shares; 2025Q4: 2,862 shares; 2026Q1: 2,576 shares 2,576 $413K 0.03% -286 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: 23,859 shares; 2024Q4: 18,351 shares; 2025Q1: 14,649 shares; 2025Q2: 13,712 shares; 2025Q3: 13,924 shares; 2025Q4: 14,291 shares; 2026Q1: 14,293 shares 14,293 $410K 0.03% +2 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: 2,768 shares; 2025Q1: 3,517 shares; 2025Q2: 3,379 shares; 2025Q3: 3,447 shares; 2025Q4: 3,337 shares; 2026Q1: 3,416 shares 3,416 $405K 0.03% +79 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,904 shares; 2025Q3: 3,904 shares; 2025Q4: 3,956 shares; 2026Q1: 3,904 shares 3,904 $405K 0.03% -52 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 3,678 shares; 2025Q1: 4,026 shares; 2025Q2: 3,920 shares; 2025Q3: 3,935 shares; 2025Q4: 3,944 shares; 2026Q1: 3,072 shares 3,072 $403K 0.03% -872 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,655 shares; 2024Q4: 3,649 shares; 2025Q1: 3,660 shares; 2025Q2: 3,653 shares; 2025Q3: 3,388 shares; 2025Q4: 3,022 shares; 2026Q1: 3,007 shares 3,007 $399K 0.03% -15 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,220 shares; 2025Q4: 8,964 shares; 2026Q1: 15,388 shares 15,388 $395K 0.03% +6,424 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,137 shares; 2025Q3: 982 shares; 2025Q4: 980 shares; 2026Q1: 752 shares 752 $393K 0.03% -228 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,306 shares 3,306 $393K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,335 shares; 2025Q2: 9,756 shares; 2025Q3: 9,858 shares; 2025Q4: 11,199 shares; 2026Q1: 8,863 shares 8,863 $391K 0.03% -2,336 Timeline VOOV 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: not reported; 2024Q4: not reported; 2025Q1: 1,880 shares; 2025Q2: 1,880 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares 1,880 $383K 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: 774 shares; 2024Q4: 867 shares; 2025Q1: 922 shares; 2025Q2: 1,066 shares; 2025Q3: 1,249 shares; 2025Q4: 6,231 shares; 2026Q1: 3,634 shares 3,634 $380K 0.03% -2,597 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,191 shares; 2025Q1: 2,891 shares; 2025Q2: 3,033 shares; 2025Q3: 2,892 shares; 2025Q4: 2,808 shares; 2026Q1: 2,200 shares 2,200 $380K 0.03% -608 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: 3,113 shares; 2024Q4: 3,111 shares; 2025Q1: 3,623 shares; 2025Q2: 3,598 shares; 2025Q3: 3,271 shares; 2025Q4: 3,091 shares; 2026Q1: 1,913 shares 1,913 $379K 0.03% -1,178 Timeline XJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,636 shares; 2025Q4: 9,636 shares; 2026Q1: 9,636 shares 9,636 $375K 0.03% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,497 shares; 2024Q4: 11,167 shares; 2025Q1: 11,991 shares; 2025Q2: 9,359 shares; 2025Q3: 9,192 shares; 2025Q4: 9,120 shares; 2026Q1: 8,052 shares 8,052 $373K 0.03% -1,068 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,676 shares; 2024Q4: 14,268 shares; 2025Q1: 15,692 shares; 2025Q2: 15,078 shares; 2025Q3: 13,767 shares; 2025Q4: 12,751 shares; 2026Q1: 12,899 shares 12,899 $370K 0.02% +148 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,423 shares; 2025Q3: 3,499 shares; 2025Q4: 2,513 shares; 2026Q1: 2,515 shares 2,515 $367K 0.02% +2 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 4,911 shares; 2025Q1: 4,942 shares; 2025Q2: 4,937 shares; 2025Q3: 4,929 shares; 2025Q4: 4,980 shares; 2026Q1: 4,641 shares 4,641 $365K 0.02% -339 Timeline SFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,218 shares; 2025Q1: 11,095 shares; 2025Q2: 11,100 shares; 2025Q3: 11,102 shares; 2025Q4: 11,980 shares; 2026Q1: 11,982 shares 11,982 $360K 0.02% +2 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,376 shares; 2025Q3: 1,455 shares; 2025Q4: 1,530 shares; 2026Q1: 1,715 shares 1,715 $358K 0.02% +185 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,271 shares; 2024Q4: 8,295 shares; 2025Q1: 8,056 shares; 2025Q2: 8,067 shares; 2025Q3: 6,544 shares; 2025Q4: 7,840 shares; 2026Q1: 8,465 shares 8,465 $357K 0.02% +625 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,597 shares; 2024Q4: 19,007 shares; 2025Q1: 17,103 shares; 2025Q2: 14,431 shares; 2025Q3: 14,304 shares; 2025Q4: 13,728 shares; 2026Q1: 13,213 shares 13,213 $356K 0.02% -515 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 1,946 shares 1,946 $355K 0.02% new Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,943 shares; 2024Q4: 12,269 shares; 2025Q1: 12,444 shares; 2025Q2: 13,116 shares; 2025Q3: 13,531 shares; 2025Q4: 14,601 shares; 2026Q1: 13,347 shares 13,347 $354K 0.02% -1,254 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,176 shares; 2025Q1: 1,111 shares; 2025Q2: 1,159 shares; 2025Q3: 1,192 shares; 2025Q4: 1,201 shares; 2026Q1: 981 shares 981 $352K 0.02% -220 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,645 shares; 2024Q4: 3,020 shares; 2025Q1: 3,267 shares; 2025Q2: 3,277 shares; 2025Q3: 3,314 shares; 2025Q4: 3,586 shares; 2026Q1: 2,957 shares 2,957 $351K 0.02% -629 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: not reported; 2024Q4: not reported; 2025Q1: 3,769 shares; 2025Q2: 5,005 shares; 2025Q3: 6,196 shares; 2025Q4: 5,231 shares; 2026Q1: 5,297 shares 5,297 $350K 0.02% +66 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,027 shares; 2024Q4: 125,046 shares; 2025Q1: 202,439 shares; 2025Q2: 202,150 shares; 2025Q3: 160,962 shares; 2025Q4: 148,851 shares; 2026Q1: 6,995 shares 6,995 $345K 0.02% -141,856 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,265 shares; 2025Q3: 4,275 shares; 2025Q4: 3,512 shares; 2026Q1: 3,364 shares 3,364 $344K 0.02% -148 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,986 shares; 2025Q1: 3,712 shares; 2025Q2: 3,451 shares; 2025Q3: 3,470 shares; 2025Q4: 3,785 shares; 2026Q1: 2,564 shares 2,564 $339K 0.02% -1,221 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,341 shares; 2025Q4: 5,302 shares; 2026Q1: 4,502 shares 4,502 $335K 0.02% -800 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,290 shares; 2024Q4: 1,286 shares; 2025Q1: 1,409 shares; 2025Q2: 1,480 shares; 2025Q3: 1,492 shares; 2025Q4: 1,459 shares; 2026Q1: 1,530 shares 1,530 $335K 0.02% +71 Timeline SPSM 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: 4,589 shares; 2024Q4: 5,736 shares; 2025Q1: 6,399 shares; 2025Q2: 6,196 shares; 2025Q3: 7,961 shares; 2025Q4: 7,983 shares; 2026Q1: 6,920 shares 6,920 $334K 0.02% -1,063 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,182 shares; 2024Q4: 5,729 shares; 2025Q1: not reported; 2025Q2: 5,285 shares; 2025Q3: 5,285 shares; 2025Q4: 5,285 shares; 2026Q1: 5,356 shares 5,356 $334K 0.02% +71 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,697 shares; 2024Q4: 1,820 shares; 2025Q1: 2,121 shares; 2025Q2: 4,134 shares; 2025Q3: 4,243 shares; 2025Q4: 4,114 shares; 2026Q1: 1,831 shares 1,831 $334K 0.02% -2,283 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,590 shares; 2024Q4: not reported; 2025Q1: 8,590 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 8,590 shares; 2026Q1: 8,590 shares 8,590 $330K 0.02% 0 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: 11,184 shares; 2024Q4: 8,434 shares; 2025Q1: 8,350 shares; 2025Q2: 7,660 shares; 2025Q3: 7,219 shares; 2025Q4: 7,149 shares; 2026Q1: 4,540 shares 4,540 $329K 0.02% -2,609 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,285 shares; 2025Q1: 1,494 shares; 2025Q2: 1,648 shares; 2025Q3: 1,547 shares; 2025Q4: 1,443 shares; 2026Q1: 1,308 shares 1,308 $328K 0.02% -135 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: 8,230 shares; 2024Q4: 6,076 shares; 2025Q1: 7,217 shares; 2025Q2: 11,250 shares; 2025Q3: 10,931 shares; 2025Q4: 12,028 shares; 2026Q1: 6,284 shares 6,284 $327K 0.02% -5,744 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,542 shares; 2024Q4: 1,926 shares; 2025Q1: 2,268 shares; 2025Q2: 5,035 shares; 2025Q3: 2,715 shares; 2025Q4: 2,583 shares; 2026Q1: 755 shares 755 $326K 0.02% -1,828 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: not reported; 2024Q4: 846 shares; 2025Q1: 890 shares; 2025Q2: 1,191 shares; 2025Q3: 1,236 shares; 2025Q4: 1,291 shares; 2026Q1: 1,118 shares 1,118 $326K 0.02% -173 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: 2,380 shares; 2024Q4: 2,431 shares; 2025Q1: 2,783 shares; 2025Q2: 3,223 shares; 2025Q3: 2,769 shares; 2025Q4: 2,004 shares; 2026Q1: 1,339 shares 1,339 $325K 0.02% -665 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,942 shares; 2025Q4: 18,942 shares; 2026Q1: 18,942 shares 18,942 $323K 0.02% 0 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: 1,949 shares; 2024Q4: 1,977 shares; 2025Q1: 1,761 shares; 2025Q2: 1,501 shares; 2025Q3: 1,544 shares; 2025Q4: 1,558 shares; 2026Q1: 1,481 shares 1,481 $322K 0.02% -77 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,578 shares; 2024Q4: 6,633 shares; 2025Q1: 6,430 shares; 2025Q2: 7,496 shares; 2025Q3: 7,504 shares; 2025Q4: 7,573 shares; 2026Q1: 3,865 shares 3,865 $319K 0.02% -3,708 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $317K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 495 shares 495 $314K 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,056 shares; 2025Q3: 1,111 shares; 2025Q4: 1,314 shares; 2026Q1: 1,101 shares 1,101 $312K 0.02% -213 Timeline DSI 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: 2,564 shares; 2024Q4: 2,564 shares; 2025Q1: 2,564 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 2,564 shares 2,564 $311K 0.02% 0 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,198 shares; 2024Q4: 3,217 shares; 2025Q1: 3,123 shares; 2025Q2: 3,123 shares; 2025Q3: 3,147 shares; 2025Q4: 3,202 shares; 2026Q1: 3,106 shares 3,106 $310K 0.02% -96 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,237 shares; 2024Q4: 5,115 shares; 2025Q1: 5,487 shares; 2025Q2: 5,490 shares; 2025Q3: 3,417 shares; 2025Q4: 3,015 shares; 2026Q1: 2,622 shares 2,622 $310K 0.02% -393 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 222 shares; 2024Q4: 225 shares; 2025Q1: 308 shares; 2025Q2: 4,551 shares; 2025Q3: 4,563 shares; 2025Q4: 4,486 shares; 2026Q1: 3,357 shares 3,357 $310K 0.02% -1,129 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,250 shares; 2024Q4: 5,298 shares; 2025Q1: 5,213 shares; 2025Q2: 5,111 shares; 2025Q3: 4,397 shares; 2025Q4: 4,839 shares; 2026Q1: 3,416 shares 3,416 $309K 0.02% -1,423 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: 2,566 shares; 2025Q1: 3,951 shares; 2025Q2: 5,305 shares; 2025Q3: 5,129 shares; 2025Q4: 5,650 shares; 2026Q1: 3,499 shares 3,499 $303K 0.02% -2,151 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,920 shares; 2024Q4: 9,833 shares; 2025Q1: 9,728 shares; 2025Q2: 7,868 shares; 2025Q3: 6,043 shares; 2025Q4: 6,043 shares; 2026Q1: 6,060 shares 6,060 $302K 0.02% +17 Timeline USXF 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: 5,466 shares; 2024Q4: 5,466 shares; 2025Q1: 5,466 shares; 2025Q2: 5,466 shares; 2025Q3: 5,466 shares; 2025Q4: 5,466 shares; 2026Q1: 5,466 shares 5,466 $302K 0.02% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,144 shares; 2024Q4: 1,917 shares; 2025Q1: 1,690 shares; 2025Q2: 2,739 shares; 2025Q3: 3,035 shares; 2025Q4: 3,073 shares; 2026Q1: 1,304 shares 1,304 $301K 0.02% -1,769 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 3,939 shares; 2025Q1: 3,639 shares; 2025Q2: 5,050 shares; 2025Q3: 4,895 shares; 2025Q4: 4,862 shares; 2026Q1: 2,610 shares 2,610 $300K 0.02% -2,252 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,414 shares; 2025Q1: 1,415 shares; 2025Q2: 1,771 shares; 2025Q3: 1,770 shares; 2025Q4: 1,720 shares; 2026Q1: 1,515 shares 1,515 $298K 0.02% -205 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: 592 shares; 2024Q4: 406 shares; 2025Q1: 368 shares; 2025Q2: not reported; 2025Q3: 447 shares; 2025Q4: 543 shares; 2026Q1: 385 shares 385 $297K 0.02% -158 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,686 shares; 2024Q4: 3,943 shares; 2025Q1: 3,443 shares; 2025Q2: 3,248 shares; 2025Q3: 3,572 shares; 2025Q4: 3,845 shares; 2026Q1: 3,849 shares 3,849 $297K 0.02% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 995 shares; 2025Q3: 1,127 shares; 2025Q4: 1,232 shares; 2026Q1: 1,078 shares 1,078 $297K 0.02% -154 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,070 shares; 2025Q3: 2,074 shares; 2025Q4: 2,110 shares; 2026Q1: 1,952 shares 1,952 $293K 0.02% -158 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: 1,170 shares; 2024Q4: 1,140 shares; 2025Q1: 1,318 shares; 2025Q2: 1,516 shares; 2025Q3: 1,419 shares; 2025Q4: 1,168 shares; 2026Q1: 1,078 shares 1,078 $288K 0.02% -90 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,369 shares; 2025Q3: 2,389 shares; 2025Q4: 2,334 shares; 2026Q1: 2,193 shares 2,193 $287K 0.02% -141 Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,761 shares; 2024Q4: 6,761 shares; 2025Q1: 6,761 shares; 2025Q2: 6,769 shares; 2025Q3: 6,775 shares; 2025Q4: 6,766 shares; 2026Q1: 6,921 shares 6,921 $286K 0.02% +155 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,812 shares; 2026Q1: 15,120 shares 15,120 $285K 0.02% +2,308 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,530 shares 3,530 $285K 0.02% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,520 shares; 2026Q1: 3,778 shares 3,778 $285K 0.02% -2,742 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,872 shares; 2026Q1: 25,695 shares 25,695 $284K 0.02% +3,823 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: 2,023 shares; 2024Q4: 2,390 shares; 2025Q1: 2,237 shares; 2025Q2: 2,412 shares; 2025Q3: 2,524 shares; 2025Q4: 3,125 shares; 2026Q1: 2,935 shares 2,935 $282K 0.02% -190 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,733 shares; 2025Q4: 2,487 shares; 2026Q1: 2,053 shares 2,053 $282K 0.02% -434 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,356 shares 2,356 $282K 0.02% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 647 shares; 2025Q2: 809 shares; 2025Q3: 798 shares; 2025Q4: 862 shares; 2026Q1: 719 shares 719 $281K 0.02% -143 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 2,837 shares; 2025Q1: 2,429 shares; 2025Q2: 2,051 shares; 2025Q3: 2,502 shares; 2025Q4: 2,392 shares; 2026Q1: 2,468 shares 2,468 $279K 0.02% +76 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 1,080 shares; 2025Q1: 1,337 shares; 2025Q2: 1,735 shares; 2025Q3: 1,704 shares; 2025Q4: 1,656 shares; 2026Q1: 979 shares 979 $272K 0.02% -677 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,581 shares; 2024Q4: 16,938 shares; 2025Q1: 11,708 shares; 2025Q2: 16,048 shares; 2025Q3: 11,322 shares; 2025Q4: 9,172 shares; 2026Q1: 8,064 shares 8,064 $272K 0.02% -1,108 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,042 shares; 2024Q4: 6,972 shares; 2025Q1: 6,588 shares; 2025Q2: 7,715 shares; 2025Q3: 7,883 shares; 2025Q4: 8,445 shares; 2026Q1: 4,613 shares 4,613 $271K 0.02% -3,832 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 1,738 shares; 2025Q1: 2,292 shares; 2025Q2: 2,442 shares; 2025Q3: 1,963 shares; 2025Q4: 2,113 shares; 2026Q1: 1,556 shares 1,556 $270K 0.02% -557 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: 250 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290 shares; 2025Q3: 320 shares; 2025Q4: 336 shares; 2026Q1: 243 shares 243 $266K 0.02% -93 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,135 shares; 2024Q4: 5,397 shares; 2025Q1: 4,408 shares; 2025Q2: 4,646 shares; 2025Q3: 5,210 shares; 2025Q4: 5,211 shares; 2026Q1: 4,951 shares 4,951 $264K 0.02% -260 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,275 shares; 2025Q4: 1,422 shares; 2026Q1: 668 shares 668 $262K 0.02% -754 Timeline XRP BITWISE XRP ETF More: the full row for BITWISE XRP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,399 shares 17,399 $262K 0.02% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,586 shares; 2024Q4: 16,881 shares; 2025Q1: 16,943 shares; 2025Q2: 17,109 shares; 2025Q3: 17,183 shares; 2025Q4: 17,262 shares; 2026Q1: 17,232 shares 17,232 $257K 0.02% -30 Timeline IYH 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: 6,508 shares; 2024Q4: 4,147 shares; 2025Q1: 4,147 shares; 2025Q2: 4,147 shares; 2025Q3: 4,147 shares; 2025Q4: 4,147 shares; 2026Q1: 4,147 shares 4,147 $256K 0.02% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 431 shares; 2025Q1: 584 shares; 2025Q2: 614 shares; 2025Q3: 612 shares; 2025Q4: 574 shares; 2026Q1: 599 shares 599 $254K 0.02% +25 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,421 shares; 2026Q1: 3,421 shares 3,421 $254K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,631 shares; 2026Q1: 2,726 shares 2,726 $253K 0.02% +95 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 832 shares; 2025Q1: 942 shares; 2025Q2: 856 shares; 2025Q3: 929 shares; 2025Q4: 939 shares; 2026Q1: 829 shares 829 $252K 0.02% -110 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: not reported; 2024Q4: not reported; 2025Q1: 1,558 shares; 2025Q2: not reported; 2025Q3: 1,315 shares; 2025Q4: 1,282 shares; 2026Q1: 1,015 shares 1,015 $251K 0.02% -267 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,538 shares 3,538 $250K 0.02% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID 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: 2,927 shares; 2025Q3: 3,019 shares; 2025Q4: 3,182 shares; 2026Q1: 2,945 shares 2,945 $249K 0.02% -237 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 769 shares; 2025Q3: 860 shares; 2025Q4: 854 shares; 2026Q1: 791 shares 791 $249K 0.02% -63 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 396 shares; 2024Q4: 446 shares; 2025Q1: 573 shares; 2025Q2: 604 shares; 2025Q3: 622 shares; 2025Q4: 572 shares; 2026Q1: 461 shares 461 $248K 0.02% -111 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,193 shares; 2025Q4: 6,036 shares; 2026Q1: 6,077 shares 6,077 $248K 0.02% +41 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 373 shares; 2024Q4: 502 shares; 2025Q1: 460 shares; 2025Q2: 483 shares; 2025Q3: 485 shares; 2025Q4: 484 shares; 2026Q1: 400 shares 400 $247K 0.02% -84 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,798 shares 1,798 $244K 0.02% new Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,345 shares 4,345 $243K 0.02% new Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,422 shares 4,422 $242K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,048 shares; 2024Q4: 2,898 shares; 2025Q1: 3,428 shares; 2025Q2: 3,719 shares; 2025Q3: not reported; 2025Q4: 2,324 shares; 2026Q1: 2,458 shares 2,458 $242K 0.02% +134 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,990 shares; 2025Q4: 4,182 shares; 2026Q1: 4,458 shares 4,458 $241K 0.02% +276 Timeline IMCG 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: 3,044 shares 3,044 $240K 0.02% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,748 shares; 2025Q2: 4,848 shares; 2025Q3: 6,380 shares; 2025Q4: 5,592 shares; 2026Q1: 4,890 shares 4,890 $240K 0.02% -702 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 1,004 shares; 2025Q1: 1,096 shares; 2025Q2: 1,348 shares; 2025Q3: 1,311 shares; 2025Q4: 1,403 shares; 2026Q1: 538 shares 538 $239K 0.02% -865 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,287 shares; 2025Q1: 2,346 shares; 2025Q2: 2,439 shares; 2025Q3: not reported; 2025Q4: 2,442 shares; 2026Q1: 1,968 shares 1,968 $239K 0.02% -474 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: 1,550 shares; 2025Q2: 1,632 shares; 2025Q3: 1,548 shares; 2025Q4: 1,162 shares; 2026Q1: 758 shares 758 $238K 0.02% -404 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 741 shares; 2024Q4: 779 shares; 2025Q1: 946 shares; 2025Q2: 890 shares; 2025Q3: 900 shares; 2025Q4: 929 shares; 2026Q1: 737 shares 737 $238K 0.02% -192 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,098 shares; 2024Q4: 3,373 shares; 2025Q1: 5,272 shares; 2025Q2: 6,318 shares; 2025Q3: 5,525 shares; 2025Q4: 5,649 shares; 2026Q1: 2,394 shares 2,394 $237K 0.02% -3,255 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,681 shares; 2025Q2: 1,809 shares; 2025Q3: 1,853 shares; 2025Q4: 1,904 shares; 2026Q1: 1,632 shares 1,632 $237K 0.02% -272 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,602 shares 2,602 $237K 0.02% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 2,267 shares; 2025Q1: 2,708 shares; 2025Q2: 2,599 shares; 2025Q3: 2,585 shares; 2025Q4: 2,717 shares; 2026Q1: 1,114 shares 1,114 $234K 0.02% -1,603 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 244 shares; 2025Q1: 345 shares; 2025Q2: 329 shares; 2025Q3: 279 shares; 2025Q4: not reported; 2026Q1: 236 shares 236 $231K 0.02% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 594 shares; 2024Q4: not reported; 2025Q1: 633 shares; 2025Q2: 613 shares; 2025Q3: 678 shares; 2025Q4: 628 shares; 2026Q1: 410 shares 410 $230K 0.02% -218 Timeline TBG EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,290 shares; 2025Q4: 6,338 shares; 2026Q1: 6,587 shares 6,587 $230K 0.02% +249 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,407 shares 5,407 $228K 0.02% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,912 shares; 2024Q4: 4,700 shares; 2025Q1: 3,450 shares; 2025Q2: 5,257 shares; 2025Q3: 5,216 shares; 2025Q4: 4,847 shares; 2026Q1: 4,311 shares 4,311 $228K 0.02% -536 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 28,175 shares; 2025Q1: 25,345 shares; 2025Q2: 37,537 shares; 2025Q3: 35,479 shares; 2025Q4: 35,375 shares; 2026Q1: 10,880 shares 10,880 $225K 0.02% -24,495 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,730 shares; 2026Q1: 13,063 shares 13,063 $225K 0.02% -6,667 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,442 shares; 2024Q4: 3,911 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,664 shares 3,664 $224K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,861 shares; 2025Q3: 3,689 shares; 2025Q4: 3,794 shares; 2026Q1: 3,078 shares 3,078 $223K 0.01% -716 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,575 shares 1,575 $222K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,227 shares; 2024Q4: not reported; 2025Q1: 6,232 shares; 2025Q2: not reported; 2025Q3: 8,795 shares; 2025Q4: 8,131 shares; 2026Q1: 4,376 shares 4,376 $220K 0.01% -3,755 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,437 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,473 shares; 2025Q3: 5,472 shares; 2025Q4: 5,318 shares; 2026Q1: 5,212 shares 5,212 $220K 0.01% -106 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,987 shares 1,987 $220K 0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,966 shares; 2026Q1: 1,339 shares 1,339 $220K 0.01% -627 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,692 shares; 2026Q1: 4,899 shares 4,899 $219K 0.01% +207 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,328 shares; 2025Q1: 1,365 shares; 2025Q2: 1,336 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,228 shares 1,228 $218K 0.01% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,341 shares; 2025Q4: 10,664 shares; 2026Q1: 7,947 shares 7,947 $218K 0.01% -2,717 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,946 shares; 2024Q4: 1,947 shares; 2025Q1: 1,969 shares; 2025Q2: 1,970 shares; 2025Q3: 1,994 shares; 2025Q4: 1,994 shares; 2026Q1: 2,049 shares 2,049 $218K 0.01% +55 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,843 shares; 2025Q1: 38,806 shares; 2025Q2: 39,845 shares; 2025Q3: 18,264 shares; 2025Q4: 17,692 shares; 2026Q1: 17,236 shares 17,236 $218K 0.01% -456 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,115 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,904 shares; 2025Q3: 3,046 shares; 2025Q4: not reported; 2026Q1: 4,021 shares 4,021 $218K 0.01% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,312 shares; 2024Q4: not reported; 2025Q1: 1,354 shares; 2025Q2: 1,943 shares; 2025Q3: 1,950 shares; 2025Q4: 2,079 shares; 2026Q1: 1,100 shares 1,100 $218K 0.01% -979 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 5,785 shares; 2025Q1: 5,404 shares; 2025Q2: 6,743 shares; 2025Q3: 6,737 shares; 2025Q4: 6,426 shares; 2026Q1: 2,339 shares 2,339 $218K 0.01% -4,087 Timeline BYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,644 shares 9,644 $217K 0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,174 shares; 2026Q1: 1,038 shares 1,038 $217K 0.01% -136 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,548 shares; 2024Q4: not reported; 2025Q1: 3,596 shares; 2025Q2: 3,783 shares; 2025Q3: 4,128 shares; 2025Q4: 4,391 shares; 2026Q1: 3,000 shares 3,000 $215K 0.01% -1,391 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,461 shares; 2024Q4: 1,822 shares; 2025Q1: 1,758 shares; 2025Q2: 2,816 shares; 2025Q3: 2,930 shares; 2025Q4: 2,579 shares; 2026Q1: 1,034 shares 1,034 $215K 0.01% -1,545 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,382 shares 1,382 $215K 0.01% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,408 shares; 2025Q4: 1,458 shares; 2026Q1: 1,310 shares 1,310 $212K 0.01% -148 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,409 shares; 2026Q1: 2,288 shares 2,288 $211K 0.01% -121 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 658 shares; 2025Q4: 670 shares; 2026Q1: 528 shares 528 $210K 0.01% -142 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281 shares 281 $208K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,144 shares 1,144 $206K 0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,579 shares; 2024Q4: 9,769 shares; 2025Q1: 6,638 shares; 2025Q2: 5,901 shares; 2025Q3: 5,611 shares; 2025Q4: 6,470 shares; 2026Q1: 3,357 shares 3,357 $205K 0.01% -3,113 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,050 shares; 2025Q1: 11,753 shares; 2025Q2: 13,068 shares; 2025Q3: 12,986 shares; 2025Q4: 12,887 shares; 2026Q1: 7,817 shares 7,817 $204K 0.01% -5,070 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,797 shares; 2024Q4: 15,467 shares; 2025Q1: 16,296 shares; 2025Q2: 16,657 shares; 2025Q3: 17,139 shares; 2025Q4: 17,112 shares; 2026Q1: 10,260 shares 10,260 $203K 0.01% -6,852 Timeline CWB 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: 2,592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,213 shares 2,213 $203K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 1,399 shares; 2025Q1: 1,649 shares; 2025Q2: 1,773 shares; 2025Q3: 1,769 shares; 2025Q4: 1,849 shares; 2026Q1: 1,084 shares 1,084 $202K 0.01% -765 Timeline AVIG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,013 shares; 2024Q4: not reported; 2025Q1: 4,863 shares; 2025Q2: 4,863 shares; 2025Q3: 4,863 shares; 2025Q4: 4,863 shares; 2026Q1: 4,863 shares 4,863 $202K 0.01% 0 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: 40,055 shares; 2025Q2: 40,032 shares; 2025Q3: 41,116 shares; 2025Q4: not reported; 2026Q1: 2,852 shares 2,852 $202K 0.01% new Timeline CBC CENTRAL BANCOMPANY More: the full row for CENTRAL BANCOMPANY Quarterly shares; oldest to newest; scale is 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: 8,373 shares 8,373 $201K 0.01% new Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,426 shares; 2024Q4: 12,426 shares; 2025Q1: 12,426 shares; 2025Q2: 12,426 shares; 2025Q3: 12,426 shares; 2025Q4: 12,426 shares; 2026Q1: 12,426 shares 12,426 $183K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,620 shares; 2024Q4: 25,890 shares; 2025Q1: 27,365 shares; 2025Q2: 29,291 shares; 2025Q3: 29,877 shares; 2025Q4: 33,134 shares; 2026Q1: 16,095 shares 16,095 $182K 0.01% -17,039 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,123 shares; 2024Q4: 15,055 shares; 2025Q1: 14,437 shares; 2025Q2: 18,738 shares; 2025Q3: 18,029 shares; 2025Q4: 23,510 shares; 2026Q1: 15,667 shares 15,667 $181K 0.01% -7,843 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,453 shares; 2024Q4: 29,134 shares; 2025Q1: 29,119 shares; 2025Q2: 32,596 shares; 2025Q3: 32,543 shares; 2025Q4: 32,142 shares; 2026Q1: 21,979 shares 21,979 $175K 0.01% -10,163 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,385 shares; 2025Q1: 11,389 shares; 2025Q2: 11,611 shares; 2025Q3: 11,903 shares; 2025Q4: 11,610 shares; 2026Q1: 11,606 shares 11,606 $167K 0.01% -4 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST 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: 20,418 shares; 2025Q4: 21,029 shares; 2026Q1: 30,420 shares 30,420 $141K 0.01% +9,391 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,905 shares; 2024Q4: 21,612 shares; 2025Q1: 27,029 shares; 2025Q2: 36,313 shares; 2025Q3: 35,584 shares; 2025Q4: 36,118 shares; 2026Q1: 27,462 shares 27,462 $138K 0.01% -8,656 Timeline DHX DHI GROUP INC More: the full row for DHI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,754 shares 43,754 $123K 0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,265 shares; 2024Q4: 23,265 shares; 2025Q1: 24,894 shares; 2025Q2: 25,641 shares; 2025Q3: 25,688 shares; 2025Q4: 24,352 shares; 2026Q1: 23,600 shares 23,600 $122K 0.01% -752 Timeline NKLR TERRA INNOVATUM GLOBAL NV More: the full row for TERRA INNOVATUM GLOBAL NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,609 shares; 2026Q1: 17,609 shares 17,609 $81.7K 0.01% 0 Timeline VENU VENU HLDG CORP More: the full row for VENU HLDG 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: 18,656 shares 18,656 $61.8K <0.01% new Timeline ICL ICL GROUP LTD More: the full row for ICL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,434 shares; 2024Q4: 12,525 shares; 2025Q1: 12,019 shares; 2025Q2: 11,737 shares; 2025Q3: 11,780 shares; 2025Q4: 11,207 shares; 2026Q1: 10,560 shares 10,560 $54.7K <0.01% -647 Timeline FLYX FLYEXCLUSIVE INC More: the full row for FLYEXCLUSIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,474 shares 18,474 $41.8K <0.01% new Timeline SER SERINA THERAPEUTICS INC More: the full row for SERINA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,774 shares; 2024Q4: 17,774 shares; 2025Q1: 17,774 shares; 2025Q2: 17,774 shares; 2025Q3: 17,774 shares; 2025Q4: 17,774 shares; 2026Q1: 21,508 shares 21,508 $41.7K <0.01% +3,734 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,334 shares; 2024Q4: 20,334 shares; 2025Q1: 20,335 shares; 2025Q2: 20,337 shares; 2025Q3: 20,339 shares; 2025Q4: 20,334 shares; 2026Q1: 40,234 shares 40,234 $39.4K <0.01% +19,900 Timeline GTBP GT BIOPHARMA INC More: the full row for GT BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,768 shares 20,768 $8.47K <0.01% new Timeline