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: 206,688 shares; 2024Q4: 217,577 shares; 2025Q1: 226,168 shares; 2025Q2: 238,302 shares; 2025Q3: 241,396 shares; 2025Q4: 252,119 shares; 2026Q1: 261,740 shares 261,740 $51.3M 6.54% +9,621 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: 176,331 shares; 2024Q4: 161,026 shares; 2025Q1: 150,311 shares; 2025Q2: 149,472 shares; 2025Q3: 149,964 shares; 2025Q4: 170,167 shares; 2026Q1: 158,168 shares 158,168 $40.1M 5.11% -11,999 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: 276,670 shares; 2024Q4: 257,628 shares; 2025Q1: 245,103 shares; 2025Q2: 245,168 shares; 2025Q3: 244,175 shares; 2025Q4: 249,202 shares; 2026Q1: 218,193 shares 218,193 $38.1M 4.84% -31,009 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: 64,377 shares; 2024Q4: 72,236 shares; 2025Q1: 74,977 shares; 2025Q2: 77,157 shares; 2025Q3: 77,397 shares; 2025Q4: 79,105 shares; 2026Q1: 80,963 shares 80,963 $35.4M 4.5% +1,858 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367,139 shares; 2024Q4: 406,568 shares; 2025Q1: 402,345 shares; 2025Q2: 400,189 shares; 2025Q3: 401,057 shares; 2025Q4: 406,447 shares; 2026Q1: 407,472 shares 407,472 $18.8M 2.39% +1,025 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,253 shares; 2024Q4: 216,574 shares; 2025Q1: 190,091 shares; 2025Q2: 225,820 shares; 2025Q3: 236,724 shares; 2025Q4: 259,529 shares; 2026Q1: 293,569 shares 293,569 $17.5M 2.23% +34,040 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: 41,539 shares; 2024Q4: 40,339 shares; 2025Q1: 41,753 shares; 2025Q2: 42,286 shares; 2025Q3: 43,051 shares; 2025Q4: 43,471 shares; 2026Q1: 42,698 shares 42,698 $15.8M 2.01% -773 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: 37,629 shares; 2024Q4: 37,190 shares; 2025Q1: 37,408 shares; 2025Q2: 38,453 shares; 2025Q3: 38,800 shares; 2025Q4: 39,764 shares; 2026Q1: 26,885 shares 26,885 $15.5M 1.98% -12,879 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: 62,912 shares; 2024Q4: 62,622 shares; 2025Q1: 63,464 shares; 2025Q2: 64,028 shares; 2025Q3: 66,823 shares; 2025Q4: 71,456 shares; 2026Q1: 71,641 shares 71,641 $14.9M 1.9% +185 Timeline PSQO PALMER SQUARE FUNDS TR More: the full row for PALMER SQUARE FUNDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 277,113 shares; 2025Q2: 430,059 shares; 2025Q3: 494,976 shares; 2025Q4: 612,021 shares; 2026Q1: 724,769 shares 724,769 $14.9M 1.89% +112,748 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: 128,714 shares; 2024Q4: 140,732 shares; 2025Q1: 145,105 shares; 2025Q2: 151,673 shares; 2025Q3: 154,016 shares; 2025Q4: 162,578 shares; 2026Q1: 193,608 shares 193,608 $13.1M 1.66% +31,030 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,700 shares; 2024Q4: 127,900 shares; 2025Q1: 153,650 shares; 2025Q2: 313,674 shares; 2025Q3: 340,394 shares; 2025Q4: 418,823 shares; 2026Q1: 469,884 shares 469,884 $12.3M 1.57% +51,061 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: 36,547 shares; 2024Q4: 36,268 shares; 2025Q1: 38,331 shares; 2025Q2: 39,334 shares; 2025Q3: 39,996 shares; 2025Q4: 41,613 shares; 2026Q1: 40,940 shares 40,940 $11.8M 1.5% -673 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,274 shares; 2024Q4: not reported; 2025Q1: 32,585 shares; 2025Q2: 73,590 shares; 2025Q3: 109,430 shares; 2025Q4: 164,545 shares; 2026Q1: 210,310 shares 210,310 $10.5M 1.34% +45,765 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: 48,500 shares; 2024Q4: 40,281 shares; 2025Q1: 39,704 shares; 2025Q2: 40,681 shares; 2025Q3: 39,951 shares; 2025Q4: 39,410 shares; 2026Q1: 36,646 shares 36,646 $10.5M 1.34% -2,764 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,278 shares; 2024Q4: 85,836 shares; 2025Q1: 88,622 shares; 2025Q2: 89,359 shares; 2025Q3: 91,571 shares; 2025Q4: 100,973 shares; 2026Q1: 85,090 shares 85,090 $10.1M 1.28% -15,883 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,258 shares; 2024Q4: 11,570 shares; 2025Q1: 73,436 shares; 2025Q2: 75,913 shares; 2025Q3: 76,158 shares; 2025Q4: 81,431 shares; 2026Q1: 142,380 shares 142,380 $9.93M 1.26% +60,949 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,588 shares; 2024Q4: 61,505 shares; 2025Q1: 62,673 shares; 2025Q2: 62,292 shares; 2025Q3: 63,765 shares; 2025Q4: 70,154 shares; 2026Q1: 68,350 shares 68,350 $9.89M 1.26% -1,804 Timeline MCHI 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: 61,934 shares; 2024Q4: not reported; 2025Q1: 81,923 shares; 2025Q2: 83,682 shares; 2025Q3: 84,505 shares; 2025Q4: 91,142 shares; 2026Q1: 172,159 shares 172,159 $9.67M 1.23% +81,017 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,744 shares; 2025Q2: 67,525 shares; 2025Q3: 68,089 shares; 2025Q4: 72,186 shares; 2026Q1: 113,613 shares 113,613 $9.59M 1.22% +41,427 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: 9,782 shares; 2024Q4: 10,207 shares; 2025Q1: 10,432 shares; 2025Q2: 10,416 shares; 2025Q3: 10,526 shares; 2025Q4: 10,714 shares; 2026Q1: 10,875 shares 10,875 $9.2M 1.17% +161 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: 13,192 shares; 2024Q4: 11,254 shares; 2025Q1: 9,407 shares; 2025Q2: 9,469 shares; 2025Q3: 9,126 shares; 2025Q4: 9,398 shares; 2026Q1: 44,326 shares 44,326 $9.17M 1.17% +34,928 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: 35,647 shares; 2024Q4: 31,712 shares; 2025Q1: 32,694 shares; 2025Q2: 32,422 shares; 2025Q3: 31,995 shares; 2025Q4: 31,320 shares; 2026Q1: 30,461 shares 30,461 $8.96M 1.14% -859 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,272 shares; 2025Q1: 43,469 shares; 2025Q2: 45,434 shares; 2025Q3: 47,039 shares; 2025Q4: 58,293 shares; 2026Q1: 91,647 shares 91,647 $8.61M 1.1% +33,354 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,969 shares; 2025Q1: 7,709 shares; 2025Q2: 54,798 shares; 2025Q3: 55,565 shares; 2025Q4: 55,206 shares; 2026Q1: 56,718 shares 56,718 $8.3M 1.06% +1,512 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: 7,447 shares; 2024Q4: 7,540 shares; 2025Q1: 7,879 shares; 2025Q2: 8,291 shares; 2025Q3: 8,433 shares; 2025Q4: 8,768 shares; 2026Q1: 8,156 shares 8,156 $8.13M 1.03% -612 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: 15,485 shares; 2024Q4: 14,550 shares; 2025Q1: 13,933 shares; 2025Q2: 14,061 shares; 2025Q3: 14,104 shares; 2025Q4: 14,314 shares; 2026Q1: 13,798 shares 13,798 $7.89M 1.01% -516 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: 28,790 shares; 2024Q4: 32,110 shares; 2025Q1: 33,089 shares; 2025Q2: 34,794 shares; 2025Q3: 35,783 shares; 2025Q4: 36,399 shares; 2026Q1: 34,770 shares 34,770 $7.56M 0.96% -1,629 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: 143,100 shares; 2024Q4: 136,255 shares; 2025Q1: 142,496 shares; 2025Q2: 147,874 shares; 2025Q3: 150,888 shares; 2025Q4: 155,424 shares; 2026Q1: 159,935 shares 159,935 $7.16M 0.91% +4,511 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,100 shares; 2024Q4: 392,300 shares; 2025Q1: 404,250 shares; 2025Q2: 427,025 shares; 2025Q3: 473,400 shares; 2025Q4: 561,750 shares; 2026Q1: 583,462 shares 583,462 $7.03M 0.9% +21,712 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: 20,615 shares; 2024Q4: 21,574 shares; 2025Q1: 22,093 shares; 2025Q2: 21,905 shares; 2025Q3: 22,140 shares; 2025Q4: 23,180 shares; 2026Q1: 24,608 shares 24,608 $6.98M 0.89% +1,428 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: 21,925 shares; 2024Q4: 20,996 shares; 2025Q1: 21,802 shares; 2025Q2: 24,610 shares; 2025Q3: 25,094 shares; 2025Q4: 24,412 shares; 2026Q1: 22,176 shares 22,176 $6.86M 0.87% -2,236 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,905 shares; 2024Q4: 124,446 shares; 2025Q1: 132,463 shares; 2025Q2: 130,758 shares; 2025Q3: 123,872 shares; 2025Q4: 118,786 shares; 2026Q1: 120,617 shares 120,617 $6.84M 0.87% +1,831 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,421 shares; 2025Q1: 5,084 shares; 2025Q2: 17,215 shares; 2025Q3: 17,392 shares; 2025Q4: 14,168 shares; 2026Q1: 24,690 shares 24,690 $6.68M 0.85% +10,522 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: 15,037 shares; 2024Q4: 15,450 shares; 2025Q1: 16,005 shares; 2025Q2: 16,129 shares; 2025Q3: 16,242 shares; 2025Q4: 16,021 shares; 2026Q1: 17,019 shares 17,019 $6.64M 0.85% +998 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: 7,767 shares; 2024Q4: 8,348 shares; 2025Q1: 8,752 shares; 2025Q2: 9,141 shares; 2025Q3: 9,112 shares; 2025Q4: 9,340 shares; 2026Q1: 9,617 shares 9,617 $6.56M 0.84% +277 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: 11,132 shares; 2024Q4: 11,340 shares; 2025Q1: 11,282 shares; 2025Q2: 11,183 shares; 2025Q3: 9,885 shares; 2025Q4: 9,870 shares; 2026Q1: 9,878 shares 9,878 $6.45M 0.82% +8 Timeline BBUS 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: 42,086 shares; 2024Q4: 46,900 shares; 2025Q1: 47,659 shares; 2025Q2: 44,213 shares; 2025Q3: 46,699 shares; 2025Q4: 51,792 shares; 2026Q1: 53,850 shares 53,850 $6.31M 0.8% +2,058 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,358 shares; 2024Q4: 69,283 shares; 2025Q1: 70,675 shares; 2025Q2: 71,367 shares; 2025Q3: 71,859 shares; 2025Q4: 74,204 shares; 2026Q1: 76,289 shares 76,289 $6.29M 0.8% +2,085 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,926 shares; 2024Q4: 56,160 shares; 2025Q1: 51,751 shares; 2025Q2: 55,226 shares; 2025Q3: 54,797 shares; 2025Q4: 34,001 shares; 2026Q1: 32,035 shares 32,035 $6.15M 0.78% -1,966 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: 56,771 shares; 2024Q4: 76,042 shares; 2025Q1: 78,457 shares; 2025Q2: 78,619 shares; 2025Q3: 79,007 shares; 2025Q4: 81,917 shares; 2026Q1: 83,656 shares 83,656 $6.02M 0.77% +1,739 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: 13,777 shares; 2024Q4: 14,669 shares; 2025Q1: 15,521 shares; 2025Q2: 15,514 shares; 2025Q3: 15,686 shares; 2025Q4: 16,457 shares; 2026Q1: 16,722 shares 16,722 $5.96M 0.76% +265 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,283 shares; 2024Q4: 6,054 shares; 2025Q1: 5,694 shares; 2025Q2: 6,309 shares; 2025Q3: 6,559 shares; 2025Q4: 6,549 shares; 2026Q1: 6,094 shares 6,094 $5.61M 0.71% -455 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,440 shares; 2025Q1: 17,033 shares; 2025Q2: 29,932 shares; 2025Q3: 30,611 shares; 2025Q4: 30,756 shares; 2026Q1: 35,981 shares 35,981 $5.43M 0.69% +5,225 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: 39,733 shares; 2024Q4: 39,713 shares; 2025Q1: 41,180 shares; 2025Q2: 41,777 shares; 2025Q3: 42,091 shares; 2025Q4: 44,002 shares; 2026Q1: 47,124 shares 47,124 $5.42M 0.69% +3,122 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: 23,410 shares; 2024Q4: 23,393 shares; 2025Q1: 24,284 shares; 2025Q2: 24,359 shares; 2025Q3: 24,611 shares; 2025Q4: 25,151 shares; 2026Q1: 25,617 shares 25,617 $5.31M 0.68% +466 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,963 shares; 2024Q4: 13,082 shares; 2025Q1: 7,838 shares; 2025Q2: 12,027 shares; 2025Q3: 13,021 shares; 2025Q4: 16,045 shares; 2026Q1: 8,634 shares 8,634 $5.16M 0.66% -7,411 Timeline AMJB JPMORGAN CHASE FINL CO LLC More: the full row for JPMORGAN CHASE FINL CO LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,060 shares; 2024Q4: 96,810 shares; 2025Q1: 97,810 shares; 2025Q2: 101,485 shares; 2025Q3: 133,560 shares; 2025Q4: 144,810 shares; 2026Q1: 147,010 shares 147,010 $5.08M 0.65% +2,200 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,913 shares; 2024Q4: 146,615 shares; 2025Q1: 154,869 shares; 2025Q2: 164,204 shares; 2025Q3: 172,116 shares; 2025Q4: 188,741 shares; 2026Q1: 208,622 shares 208,622 $5.06M 0.64% +19,881 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,080 shares; 2024Q4: 81,971 shares; 2025Q1: 85,762 shares; 2025Q2: 88,380 shares; 2025Q3: 81,677 shares; 2025Q4: 80,548 shares; 2026Q1: 84,907 shares 84,907 $4.71M 0.6% +4,359 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: 8,707 shares; 2024Q4: 8,795 shares; 2025Q1: 9,521 shares; 2025Q2: 9,590 shares; 2025Q3: 9,652 shares; 2025Q4: 9,906 shares; 2026Q1: 8,969 shares 8,969 $4.69M 0.6% -937 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,144 shares; 2024Q4: 48,025 shares; 2025Q1: 48,065 shares; 2025Q2: 51,179 shares; 2025Q3: 81,037 shares; 2025Q4: 86,541 shares; 2026Q1: 88,647 shares 88,647 $4.67M 0.59% +2,106 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: not reported; 2025Q3: 22,384 shares; 2025Q4: 14,178 shares; 2026Q1: 30,435 shares 30,435 $4.58M 0.58% +16,257 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,449 shares; 2025Q1: not reported; 2025Q2: 3,102 shares; 2025Q3: 3,697 shares; 2025Q4: 4,855 shares; 2026Q1: 22,972 shares 22,972 $4.57M 0.58% +18,117 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,750 shares; 2024Q4: 117,750 shares; 2025Q1: 140,750 shares; 2025Q2: 208,900 shares; 2025Q3: 246,600 shares; 2025Q4: 314,150 shares; 2026Q1: 366,950 shares 366,950 $4.47M 0.57% +52,800 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,447 shares; 2024Q4: 133,168 shares; 2025Q1: 156,266 shares; 2025Q2: 161,795 shares; 2025Q3: 172,660 shares; 2025Q4: 187,937 shares; 2026Q1: 205,903 shares 205,903 $4.27M 0.54% +17,966 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,300 shares; 2024Q4: 97,400 shares; 2025Q1: 96,900 shares; 2025Q2: 96,900 shares; 2025Q3: 91,900 shares; 2025Q4: 90,200 shares; 2026Q1: 83,500 shares 83,500 $4.23M 0.54% -6,700 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: 50,001 shares; 2024Q4: 51,726 shares; 2025Q1: 32,399 shares; 2025Q2: 37,086 shares; 2025Q3: 38,820 shares; 2025Q4: 38,424 shares; 2026Q1: 42,408 shares 42,408 $4.21M 0.54% +3,984 Timeline EWY 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: 34,045 shares 34,045 $4.19M 0.53% new 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: 3,580 shares; 2024Q4: 4,785 shares; 2025Q1: 4,346 shares; 2025Q2: 3,531 shares; 2025Q3: 4,276 shares; 2025Q4: 12,724 shares; 2026Q1: 12,301 shares 12,301 $3.95M 0.5% -423 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: 9,777 shares; 2024Q4: 9,653 shares; 2025Q1: 9,980 shares; 2025Q2: 9,328 shares; 2025Q3: 9,322 shares; 2025Q4: 9,657 shares; 2026Q1: 9,179 shares 9,179 $3.9M 0.5% -478 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: not reported; 2025Q2: 44,747 shares; 2025Q3: 44,664 shares; 2025Q4: 51,382 shares; 2026Q1: 57,015 shares 57,015 $3.76M 0.48% +5,633 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: 16,131 shares; 2024Q4: 13,104 shares; 2025Q1: 13,026 shares; 2025Q2: 13,583 shares; 2025Q3: 13,593 shares; 2025Q4: 13,575 shares; 2026Q1: 12,388 shares 12,388 $3.74M 0.48% -1,187 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,300 shares; 2024Q4: 392,400 shares; 2025Q1: 388,050 shares; 2025Q2: 370,275 shares; 2025Q3: 405,225 shares; 2025Q4: 399,075 shares; 2026Q1: 419,475 shares 419,475 $3.57M 0.46% +20,400 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,230 shares; 2024Q4: 3,020 shares; 2025Q1: 3,055 shares; 2025Q2: 2,970 shares; 2025Q3: 2,880 shares; 2025Q4: 2,885 shares; 2026Q1: 2,876 shares 2,876 $3.43M 0.44% -9 FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,597 shares; 2024Q4: 162,836 shares; 2025Q1: 179,969 shares; 2025Q2: 138,592 shares; 2025Q3: 147,465 shares; 2025Q4: 157,119 shares; 2026Q1: 175,213 shares 175,213 $3.11M 0.4% +18,094 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 43,010 shares 43,010 $2.98M 0.38% new 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: 4,246 shares; 2024Q4: 4,958 shares; 2025Q1: 4,179 shares; 2025Q2: 4,161 shares; 2025Q3: 4,108 shares; 2025Q4: 4,215 shares; 2026Q1: 4,335 shares 4,335 $2.82M 0.36% +120 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: 17,933 shares; 2024Q4: 17,444 shares; 2025Q1: 17,676 shares; 2025Q2: 18,787 shares; 2025Q3: 20,319 shares; 2025Q4: 22,688 shares; 2026Q1: 24,571 shares 24,571 $2.68M 0.34% +1,883 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,222 shares; 2026Q1: 9,222 shares 9,222 $2.65M 0.34% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,725 shares; 2024Q4: 44,867 shares; 2025Q1: 47,892 shares; 2025Q2: 50,260 shares; 2025Q3: 50,462 shares; 2025Q4: 52,163 shares; 2026Q1: 52,594 shares 52,594 $2.43M 0.31% +431 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: 8,164 shares; 2024Q4: 7,282 shares; 2025Q1: 7,609 shares; 2025Q2: 7,969 shares; 2025Q3: 8,065 shares; 2025Q4: 7,989 shares; 2026Q1: 7,605 shares 7,605 $2.36M 0.3% -384 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,889 shares; 2025Q3: 13,228 shares; 2025Q4: 11,869 shares; 2026Q1: 10,999 shares 10,999 $2.35M 0.3% -870 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: 20,597 shares; 2024Q4: 17,525 shares; 2025Q1: 20,164 shares; 2025Q2: 21,638 shares; 2025Q3: 22,233 shares; 2025Q4: 22,625 shares; 2026Q1: 26,079 shares 26,079 $2.26M 0.29% +3,454 Timeline TAXX BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,529 shares; 2025Q3: 17,214 shares; 2025Q4: 41,839 shares; 2026Q1: 43,120 shares 43,120 $2.18M 0.28% +1,281 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: 11,947 shares; 2024Q4: 11,193 shares; 2025Q1: 11,858 shares; 2025Q2: 12,019 shares; 2025Q3: 11,971 shares; 2025Q4: 10,507 shares; 2026Q1: 10,165 shares 10,165 $2.07M 0.26% -342 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: 10,793 shares; 2024Q4: 12,421 shares; 2025Q1: 14,347 shares; 2025Q2: 14,808 shares; 2025Q3: 15,634 shares; 2025Q4: 17,160 shares; 2026Q1: 16,587 shares 16,587 $2.06M 0.26% -573 Timeline EELV 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: 58,498 shares; 2024Q4: 59,782 shares; 2025Q1: 64,353 shares; 2025Q2: 66,856 shares; 2025Q3: 67,525 shares; 2025Q4: 71,338 shares; 2026Q1: 73,096 shares 73,096 $2.05M 0.26% +1,758 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,904 shares; 2024Q4: 13,583 shares; 2025Q1: 13,308 shares; 2025Q2: 13,066 shares; 2025Q3: 13,715 shares; 2025Q4: 13,162 shares; 2026Q1: 12,715 shares 12,715 $2.04M 0.26% -447 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: 15,074 shares; 2024Q4: 14,773 shares; 2025Q1: 17,813 shares; 2025Q2: 22,976 shares; 2025Q3: 26,758 shares; 2025Q4: 37,212 shares; 2026Q1: 40,113 shares 40,113 $2.03M 0.26% +2,901 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: 8,852 shares; 2024Q4: 7,601 shares; 2025Q1: 8,398 shares; 2025Q2: 10,113 shares; 2025Q3: 11,034 shares; 2025Q4: 11,151 shares; 2026Q1: 8,268 shares 8,268 $2.02M 0.26% -2,883 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: 27,764 shares; 2024Q4: 28,588 shares; 2025Q1: 23,407 shares; 2025Q2: 22,537 shares; 2025Q3: 23,709 shares; 2025Q4: 23,431 shares; 2026Q1: 35,194 shares 35,194 $1.9M 0.24% +11,763 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,062 shares; 2024Q4: not reported; 2025Q1: 1,402 shares; 2025Q2: 1,608 shares; 2025Q3: 1,746 shares; 2025Q4: 6,821 shares; 2026Q1: 6,976 shares 6,976 $1.83M 0.23% +155 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,648 shares; 2024Q4: 115,625 shares; 2025Q1: 111,550 shares; 2025Q2: 97,275 shares; 2025Q3: 94,350 shares; 2025Q4: 87,700 shares; 2026Q1: 103,450 shares 103,450 $1.78M 0.23% +15,750 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: 40,242 shares; 2024Q4: 37,029 shares; 2025Q1: 36,207 shares; 2025Q2: 37,245 shares; 2025Q3: 37,373 shares; 2025Q4: 37,434 shares; 2026Q1: 36,343 shares 36,343 $1.77M 0.23% -1,091 Timeline JIRE 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: 7,903 shares; 2024Q4: 9,894 shares; 2025Q1: 9,403 shares; 2025Q2: 11,963 shares; 2025Q3: 20,399 shares; 2025Q4: 23,009 shares; 2026Q1: 22,609 shares 22,609 $1.71M 0.22% -400 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,704 shares; 2024Q4: 9,692 shares; 2025Q1: 9,692 shares; 2025Q2: 9,592 shares; 2025Q3: 9,632 shares; 2025Q4: 9,444 shares; 2026Q1: 9,275 shares 9,275 $1.68M 0.21% -169 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,800 shares 60,800 $1.66M 0.21% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,757 shares; 2024Q4: 7,203 shares; 2025Q1: 7,024 shares; 2025Q2: 6,906 shares; 2025Q3: 6,854 shares; 2025Q4: 6,824 shares; 2026Q1: 6,812 shares 6,812 $1.65M 0.21% -12 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE 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: 55,000 shares 55,000 $1.59M 0.2% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,142 shares; 2024Q4: 7,291 shares; 2025Q1: 7,190 shares; 2025Q2: 7,140 shares; 2025Q3: 7,193 shares; 2025Q4: 7,376 shares; 2026Q1: 7,363 shares 7,363 $1.58M 0.2% -13 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,200 shares; 2026Q1: 61,200 shares 61,200 $1.54M 0.2% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 7,667 shares; 2025Q1: 7,696 shares; 2025Q2: 6,957 shares; 2025Q3: 6,874 shares; 2025Q4: 6,508 shares; 2026Q1: 6,740 shares 6,740 $1.52M 0.19% +232 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: 22,421 shares; 2024Q4: 24,817 shares; 2025Q1: 28,178 shares; 2025Q2: 30,180 shares; 2025Q3: 30,148 shares; 2025Q4: 30,926 shares; 2026Q1: 39,915 shares 39,915 $1.47M 0.19% +8,989 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: 41,105 shares; 2024Q4: 41,111 shares; 2025Q1: 15,675 shares; 2025Q2: 13,944 shares; 2025Q3: 15,000 shares; 2025Q4: 14,869 shares; 2026Q1: 22,278 shares 22,278 $1.43M 0.18% +7,409 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: 49,550 shares; 2024Q4: 51,617 shares; 2025Q1: 53,535 shares; 2025Q2: 54,241 shares; 2025Q3: 8,721 shares; 2025Q4: 8,814 shares; 2026Q1: 8,365 shares 8,365 $1.42M 0.18% -449 Timeline MUST COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,490 shares; 2024Q4: 67,590 shares; 2025Q1: 67,235 shares; 2025Q2: 67,299 shares; 2025Q3: 67,364 shares; 2025Q4: 67,449 shares; 2026Q1: 67,488 shares 67,488 $1.38M 0.18% +39 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,781 shares; 2024Q4: 2,953 shares; 2025Q1: 2,880 shares; 2025Q2: 2,955 shares; 2025Q3: 3,007 shares; 2025Q4: 3,703 shares; 2026Q1: 3,632 shares 3,632 $1.35M 0.17% -71 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: 119,845 shares; 2024Q4: 92,183 shares; 2025Q1: 118,542 shares; 2025Q2: 127,276 shares; 2025Q3: 128,680 shares; 2025Q4: 129,670 shares; 2026Q1: 26,821 shares 26,821 $1.35M 0.17% -102,849 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: 1,286 shares; 2024Q4: 1,342 shares; 2025Q1: 1,287 shares; 2025Q2: 1,596 shares; 2025Q3: 1,655 shares; 2025Q4: 17,421 shares; 2026Q1: 13,799 shares 13,799 $1.33M 0.17% -3,622 Timeline JGRO 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: 10,816 shares; 2024Q4: 11,626 shares; 2025Q1: 13,752 shares; 2025Q2: 14,643 shares; 2025Q3: 15,917 shares; 2025Q4: 17,738 shares; 2026Q1: 15,616 shares 15,616 $1.32M 0.17% -2,122 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,527 shares; 2024Q4: 18,881 shares; 2025Q1: 19,873 shares; 2025Q2: 20,223 shares; 2025Q3: 20,311 shares; 2025Q4: 20,277 shares; 2026Q1: 20,772 shares 20,772 $1.3M 0.17% +495 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,950 shares; 2024Q4: 63,700 shares; 2025Q1: 64,098 shares; 2025Q2: 65,448 shares; 2025Q3: 65,448 shares; 2025Q4: 65,948 shares; 2026Q1: 74,248 shares 74,248 $1.27M 0.16% +8,300 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: 3,287 shares; 2024Q4: 3,483 shares; 2025Q1: 6,233 shares; 2025Q2: 6,319 shares; 2025Q3: 6,536 shares; 2025Q4: 5,935 shares; 2026Q1: 6,125 shares 6,125 $1.26M 0.16% +190 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: 4,537 shares; 2024Q4: 4,090 shares; 2025Q1: 4,671 shares; 2025Q2: 4,779 shares; 2025Q3: 5,046 shares; 2025Q4: 5,033 shares; 2026Q1: 3,712 shares 3,712 $1.22M 0.16% -1,321 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: 4,767 shares; 2024Q4: 6,314 shares; 2025Q1: 6,566 shares; 2025Q2: 6,599 shares; 2025Q3: 6,613 shares; 2025Q4: 6,480 shares; 2026Q1: 6,278 shares 6,278 $1.2M 0.15% -202 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,125 shares; 2025Q4: 19,906 shares; 2026Q1: 22,039 shares 22,039 $1.19M 0.15% +2,133 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,090 shares; 2024Q4: 4,150 shares; 2025Q1: 3,910 shares; 2025Q2: 4,761 shares; 2025Q3: 4,976 shares; 2025Q4: 4,533 shares; 2026Q1: 3,930 shares 3,930 $1.17M 0.15% -603 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: 442,100 shares; 2024Q4: 400,300 shares; 2025Q1: 345,850 shares; 2025Q2: 371,050 shares; 2025Q3: 266,150 shares; 2025Q4: 252,900 shares; 2026Q1: 251,500 shares 251,500 $1.16M 0.15% -1,400 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: 13,816 shares; 2024Q4: 14,368 shares; 2025Q1: 14,649 shares; 2025Q2: 14,831 shares; 2025Q3: 14,932 shares; 2025Q4: 15,653 shares; 2026Q1: 2,383 shares 2,383 $1.14M 0.15% -13,270 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,049 shares; 2024Q4: 21,867 shares; 2025Q1: 22,837 shares; 2025Q2: 23,867 shares; 2025Q3: 24,287 shares; 2025Q4: 25,178 shares; 2026Q1: 26,666 shares 26,666 $1.13M 0.14% +1,488 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,200 shares; 2025Q2: 4,580 shares; 2025Q3: 4,345 shares; 2025Q4: 9,845 shares; 2026Q1: 9,638 shares 9,638 $1.11M 0.14% -207 Timeline JAVA 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: 13,112 shares; 2024Q4: 16,798 shares; 2025Q1: 14,988 shares; 2025Q2: 15,233 shares; 2025Q3: 14,196 shares; 2025Q4: 15,592 shares; 2026Q1: 15,132 shares 15,132 $1.09M 0.14% -460 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,555 shares; 2025Q1: 5,068 shares; 2025Q2: 6,976 shares; 2025Q3: 8,238 shares; 2025Q4: 20,822 shares; 2026Q1: 28,141 shares 28,141 $1.08M 0.14% +7,319 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,803 shares; 2025Q2: 20,529 shares; 2025Q3: 21,144 shares; 2025Q4: 30,958 shares; 2026Q1: 32,454 shares 32,454 $1.01M 0.13% +1,496 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: 22,628 shares; 2024Q4: 23,119 shares; 2025Q1: 23,231 shares; 2025Q2: 23,130 shares; 2025Q3: 22,661 shares; 2025Q4: 22,112 shares; 2026Q1: 21,292 shares 21,292 $940K 0.12% -820 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,451 shares; 2024Q4: 19,227 shares; 2025Q1: 19,604 shares; 2025Q2: 19,834 shares; 2025Q3: 19,924 shares; 2025Q4: 20,441 shares; 2026Q1: 20,764 shares 20,764 $932K 0.12% +323 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,785 shares; 2025Q4: 17,817 shares; 2026Q1: 9,079 shares 9,079 $930K 0.12% -8,738 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,211 shares; 2025Q3: 1,219 shares; 2025Q4: 1,020 shares; 2026Q1: 966 shares 966 $929K 0.12% -54 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: 9,882 shares; 2024Q4: 8,701 shares; 2025Q1: 7,685 shares; 2025Q2: 9,176 shares; 2025Q3: 9,705 shares; 2025Q4: 9,279 shares; 2026Q1: 6,994 shares 6,994 $901K 0.11% -2,285 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,195 shares; 2024Q4: 8,395 shares; 2025Q1: 8,420 shares; 2025Q2: 8,260 shares; 2025Q3: 8,060 shares; 2025Q4: 7,960 shares; 2026Q1: 8,180 shares 8,180 $898K 0.11% +220 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: 6,727 shares; 2024Q4: 6,730 shares; 2025Q1: 6,149 shares; 2025Q2: 6,150 shares; 2025Q3: 6,153 shares; 2025Q4: 6,147 shares; 2026Q1: 6,149 shares 6,149 $897K 0.11% +2 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,281 shares; 2024Q4: 14,725 shares; 2025Q1: 14,725 shares; 2025Q2: 14,724 shares; 2025Q3: 14,725 shares; 2025Q4: 14,664 shares; 2026Q1: 14,664 shares 14,664 $871K 0.11% 0 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: 18,876 shares; 2024Q4: 19,425 shares; 2025Q1: 20,010 shares; 2025Q2: 20,235 shares; 2025Q3: 20,355 shares; 2025Q4: 20,591 shares; 2026Q1: 20,714 shares 20,714 $846K 0.11% +123 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,345 shares; 2024Q4: 18,504 shares; 2025Q1: 19,837 shares; 2025Q2: 16,048 shares; 2025Q3: 12,513 shares; 2025Q4: 12,676 shares; 2026Q1: 12,922 shares 12,922 $843K 0.11% +246 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: 1,419 shares; 2024Q4: 3,206 shares; 2025Q1: 3,530 shares; 2025Q2: 3,718 shares; 2025Q3: 3,728 shares; 2025Q4: 4,247 shares; 2026Q1: 3,799 shares 3,799 $831K 0.11% -448 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,865 shares; 2024Q4: 10,904 shares; 2025Q1: 12,062 shares; 2025Q2: 13,051 shares; 2025Q3: 13,528 shares; 2025Q4: 16,164 shares; 2026Q1: 17,618 shares 17,618 $829K 0.11% +1,454 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,938 shares; 2024Q4: 4,560 shares; 2025Q1: 5,525 shares; 2025Q2: 7,035 shares; 2025Q3: 7,530 shares; 2025Q4: 5,887 shares; 2026Q1: 5,410 shares 5,410 $818K 0.1% -477 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 3,730 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,732 shares; 2025Q4: 3,748 shares; 2026Q1: 3,749 shares 3,749 $815K 0.1% +1 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,950 shares; 2025Q3: 9,150 shares; 2025Q4: 12,240 shares; 2026Q1: 10,105 shares 10,105 $814K 0.1% -2,135 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: 12,285 shares; 2024Q4: 11,222 shares; 2025Q1: 11,109 shares; 2025Q2: 17,118 shares; 2025Q3: 17,791 shares; 2025Q4: 17,334 shares; 2026Q1: 10,482 shares 10,482 $813K 0.1% -6,852 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: 1,316 shares; 2024Q4: 1,285 shares; 2025Q1: 1,218 shares; 2025Q2: 1,241 shares; 2025Q3: 1,237 shares; 2025Q4: 1,213 shares; 2026Q1: 1,125 shares 1,125 $785K 0.1% -88 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,500 shares; 2024Q4: 19,250 shares; 2025Q1: 18,500 shares; 2025Q2: 18,250 shares; 2025Q3: 18,000 shares; 2025Q4: 17,700 shares; 2026Q1: 17,200 shares 17,200 $768K 0.1% -500 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: 10,008 shares; 2024Q4: 10,852 shares; 2025Q1: 10,652 shares; 2025Q2: 10,557 shares; 2025Q3: 10,630 shares; 2025Q4: 10,634 shares; 2026Q1: 10,435 shares 10,435 $759K 0.1% -199 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,558 shares; 2026Q1: 7,560 shares 7,560 $757K 0.1% +2 Timeline FBT 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: 4,346 shares; 2024Q4: 3,831 shares; 2025Q1: 4,036 shares; 2025Q2: 3,556 shares; 2025Q3: 3,655 shares; 2025Q4: 3,662 shares; 2026Q1: 3,687 shares 3,687 $740K 0.09% +25 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: 7,590 shares; 2024Q4: 6,747 shares; 2025Q1: 5,528 shares; 2025Q2: 4,482 shares; 2025Q3: 5,821 shares; 2025Q4: 6,051 shares; 2026Q1: 6,005 shares 6,005 $728K 0.09% -46 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.09% 0 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: 252 shares; 2024Q4: 433 shares; 2025Q1: 538 shares; 2025Q2: 548 shares; 2025Q3: 578 shares; 2025Q4: 541 shares; 2026Q1: 540 shares 540 $713K 0.09% -1 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: 7,308 shares; 2024Q4: 4,686 shares; 2025Q1: 4,679 shares; 2025Q2: 4,677 shares; 2025Q3: 4,650 shares; 2025Q4: 4,548 shares; 2026Q1: 4,758 shares 4,758 $698K 0.09% +210 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,175 shares; 2024Q4: 15,800 shares; 2025Q1: 15,750 shares; 2025Q2: 15,900 shares; 2025Q3: 15,900 shares; 2025Q4: 15,800 shares; 2026Q1: 15,875 shares 15,875 $696K 0.09% +75 Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,161 shares; 2025Q2: 14,763 shares; 2025Q3: 14,774 shares; 2025Q4: 14,981 shares; 2026Q1: 13,977 shares 13,977 $687K 0.09% -1,004 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: 21,486 shares; 2024Q4: 23,074 shares; 2025Q1: 22,743 shares; 2025Q2: 21,805 shares; 2025Q3: 21,811 shares; 2025Q4: 21,819 shares; 2026Q1: 19,755 shares 19,755 $662K 0.08% -2,064 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,388 shares; 2024Q4: 7,452 shares; 2025Q1: 9,169 shares; 2025Q2: 9,524 shares; 2025Q3: 9,879 shares; 2025Q4: 12,204 shares; 2026Q1: 14,322 shares 14,322 $642K 0.08% +2,118 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: 7,610 shares; 2024Q4: 6,510 shares; 2025Q1: 6,155 shares; 2025Q2: 5,810 shares; 2025Q3: 5,810 shares; 2025Q4: 5,485 shares; 2026Q1: 5,410 shares 5,410 $642K 0.08% -75 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: 5,038 shares; 2024Q4: 4,801 shares; 2025Q1: 4,666 shares; 2025Q2: 5,135 shares; 2025Q3: 5,360 shares; 2025Q4: 5,199 shares; 2026Q1: 4,332 shares 4,332 $629K 0.08% -867 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: 3,418 shares; 2024Q4: 3,418 shares; 2025Q1: 3,338 shares; 2025Q2: 3,459 shares; 2025Q3: 3,440 shares; 2025Q4: 3,443 shares; 2026Q1: 3,167 shares 3,167 $626K 0.08% -276 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,680 shares; 2025Q2: 7,628 shares; 2025Q3: 7,442 shares; 2025Q4: 7,067 shares; 2026Q1: 7,013 shares 7,013 $618K 0.08% -54 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,776 shares; 2024Q4: 36,093 shares; 2025Q1: 32,261 shares; 2025Q2: 32,307 shares; 2025Q3: 40,927 shares; 2025Q4: 41,024 shares; 2026Q1: 31,947 shares 31,947 $617K 0.08% -9,077 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: 8,907 shares; 2024Q4: 7,486 shares; 2025Q1: 7,324 shares; 2025Q2: 5,775 shares; 2025Q3: 5,094 shares; 2025Q4: 5,203 shares; 2026Q1: 5,084 shares 5,084 $612K 0.08% -119 Timeline JEMA 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: 10,118 shares; 2024Q4: 11,395 shares; 2025Q1: 10,128 shares; 2025Q2: 9,256 shares; 2025Q3: 10,006 shares; 2025Q4: 12,828 shares; 2026Q1: 11,691 shares 11,691 $608K 0.08% -1,137 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: 4,632 shares; 2024Q4: 4,591 shares; 2025Q1: 7,018 shares; 2025Q2: 6,476 shares; 2025Q3: 6,422 shares; 2025Q4: 6,423 shares; 2026Q1: 6,400 shares 6,400 $594K 0.08% -23 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,966 shares; 2025Q3: 7,793 shares; 2025Q4: 7,896 shares; 2026Q1: 8,698 shares 8,698 $591K 0.08% +802 Timeline BBEU 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: 8,828 shares; 2024Q4: 8,828 shares; 2025Q1: 8,731 shares; 2025Q2: 8,395 shares; 2025Q3: 8,134 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares 7,980 $578K 0.07% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 7,950 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: 7,300 shares; 2025Q4: 7,100 shares; 2026Q1: 7,050 shares 7,050 $577K 0.07% -50 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: 1,512 shares; 2024Q4: 1,498 shares; 2025Q1: 1,523 shares; 2025Q2: 1,537 shares; 2025Q3: 1,526 shares; 2025Q4: 1,573 shares; 2026Q1: 1,566 shares 1,566 $560K 0.07% -7 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: 5,984 shares; 2024Q4: 5,083 shares; 2025Q1: 4,693 shares; 2025Q2: 4,815 shares; 2025Q3: 4,813 shares; 2025Q4: 4,809 shares; 2026Q1: 5,406 shares 5,406 $555K 0.07% +597 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: 929 shares; 2024Q4: 1,123 shares; 2025Q1: 1,300 shares; 2025Q2: 2,389 shares; 2025Q3: 2,609 shares; 2025Q4: 4,383 shares; 2026Q1: 2,721 shares 2,721 $553K 0.07% -1,662 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: 3,696 shares; 2024Q4: 3,320 shares; 2025Q1: 3,592 shares; 2025Q2: 5,179 shares; 2025Q3: 5,299 shares; 2025Q4: 5,412 shares; 2026Q1: 3,418 shares 3,418 $546K 0.07% -1,994 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: not reported; 2025Q4: 11,811 shares; 2026Q1: 33,250 shares 33,250 $526K 0.07% +21,439 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,044 shares; 2024Q4: 4,097 shares; 2025Q1: 4,072 shares; 2025Q2: 4,112 shares; 2025Q3: 4,860 shares; 2025Q4: 6,279 shares; 2026Q1: 6,342 shares 6,342 $525K 0.07% +63 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,342 shares; 2025Q1: 2,780 shares; 2025Q2: 2,780 shares; 2025Q3: 2,713 shares; 2025Q4: 2,713 shares; 2026Q1: 2,713 shares 2,713 $523K 0.07% 0 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: 648 shares; 2024Q4: 777 shares; 2025Q1: 648 shares; 2025Q2: 1,547 shares; 2025Q3: 1,588 shares; 2025Q4: 1,849 shares; 2026Q1: 928 shares 928 $523K 0.07% -921 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: 12,473 shares; 2024Q4: 12,149 shares; 2025Q1: 11,291 shares; 2025Q2: 11,058 shares; 2025Q3: 10,763 shares; 2025Q4: 10,780 shares; 2026Q1: 10,555 shares 10,555 $521K 0.07% -225 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: 13,212 shares; 2024Q4: 7,428 shares; 2025Q1: 5,401 shares; 2025Q2: 4,781 shares; 2025Q3: 4,883 shares; 2025Q4: 4,848 shares; 2026Q1: 5,328 shares 5,328 $518K 0.07% +480 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,285 shares; 2024Q4: 1,130 shares; 2025Q1: 1,090 shares; 2025Q2: 1,050 shares; 2025Q3: 945 shares; 2025Q4: 956 shares; 2026Q1: 956 shares 956 $514K 0.07% 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: 1,821 shares; 2024Q4: 1,749 shares; 2025Q1: 1,699 shares; 2025Q2: 1,709 shares; 2025Q3: 1,704 shares; 2025Q4: 1,706 shares; 2026Q1: 1,678 shares 1,678 $508K 0.06% -28 Timeline GLOF 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: 10,337 shares; 2025Q3: 9,869 shares; 2025Q4: 8,885 shares; 2026Q1: 9,505 shares 9,505 $495K 0.06% +620 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,681 shares; 2025Q3: 1,846 shares; 2025Q4: 2,735 shares; 2026Q1: 3,061 shares 3,061 $495K 0.06% +326 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: 5,927 shares; 2024Q4: 6,015 shares; 2025Q1: 6,015 shares; 2025Q2: 6,065 shares; 2025Q3: 6,115 shares; 2025Q4: 6,312 shares; 2026Q1: 6,312 shares 6,312 $495K 0.06% 0 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: 4,367 shares; 2024Q4: 3,442 shares; 2025Q1: 3,717 shares; 2025Q2: 3,717 shares; 2025Q3: 3,617 shares; 2025Q4: 3,737 shares; 2026Q1: 3,737 shares 3,737 $489K 0.06% 0 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: 2,584 shares; 2024Q4: 2,359 shares; 2025Q1: 2,290 shares; 2025Q2: 2,268 shares; 2025Q3: 2,278 shares; 2025Q4: 2,262 shares; 2026Q1: 2,270 shares 2,270 $485K 0.06% +8 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: 4,152 shares; 2024Q4: 4,203 shares; 2025Q1: 4,203 shares; 2025Q2: 4,177 shares; 2025Q3: 4,172 shares; 2025Q4: 4,172 shares; 2026Q1: 4,129 shares 4,129 $467K 0.06% -43 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: 5,249 shares; 2024Q4: 5,334 shares; 2025Q1: 4,729 shares; 2025Q2: 4,869 shares; 2025Q3: 4,870 shares; 2025Q4: 4,966 shares; 2026Q1: 5,095 shares 5,095 $461K 0.06% +129 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: 935 shares; 2024Q4: 907 shares; 2025Q1: 913 shares; 2025Q2: 972 shares; 2025Q3: 981 shares; 2025Q4: 994 shares; 2026Q1: 972 shares 972 $460K 0.06% -22 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: 4,231 shares; 2024Q4: 3,374 shares; 2025Q1: 3,650 shares; 2025Q2: 3,678 shares; 2025Q3: 3,653 shares; 2025Q4: 3,654 shares; 2026Q1: 3,472 shares 3,472 $455K 0.06% -182 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: 361 shares; 2024Q4: 361 shares; 2025Q1: 359 shares; 2025Q2: 5,340 shares; 2025Q3: 5,460 shares; 2025Q4: 5,390 shares; 2026Q1: 4,873 shares 4,873 $450K 0.06% -517 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: 546 shares; 2024Q4: 546 shares; 2025Q1: 546 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 499 shares; 2026Q1: 499 shares 499 $447K 0.06% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,413 shares; 2025Q1: 2,414 shares; 2025Q2: 2,414 shares; 2025Q3: 2,415 shares; 2025Q4: 2,417 shares; 2026Q1: 2,418 shares 2,418 $446K 0.06% +1 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: 1,291 shares; 2024Q4: 1,276 shares; 2025Q1: 1,544 shares; 2025Q2: 1,944 shares; 2025Q3: 2,361 shares; 2025Q4: 2,824 shares; 2026Q1: 2,985 shares 2,985 $439K 0.06% +161 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: 2,132 shares; 2024Q4: 2,061 shares; 2025Q1: 2,019 shares; 2025Q2: 2,021 shares; 2025Q3: 2,004 shares; 2025Q4: 3,941 shares; 2026Q1: 3,995 shares 3,995 $435K 0.06% +54 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: 6,196 shares; 2024Q4: 6,165 shares; 2025Q1: 6,104 shares; 2025Q2: 5,870 shares; 2025Q3: 4,824 shares; 2025Q4: 7,271 shares; 2026Q1: 7,048 shares 7,048 $432K 0.05% -223 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,322 shares; 2025Q1: 1,325 shares; 2025Q2: 1,326 shares; 2025Q3: 1,329 shares; 2025Q4: 1,364 shares; 2026Q1: 1,378 shares 1,378 $430K 0.05% +14 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: 1,516 shares; 2024Q4: 1,471 shares; 2025Q1: 1,471 shares; 2025Q2: 1,486 shares; 2025Q3: 1,535 shares; 2025Q4: 1,548 shares; 2026Q1: 1,525 shares 1,525 $426K 0.05% -23 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: 2,429 shares; 2024Q4: 2,389 shares; 2025Q1: 2,346 shares; 2025Q2: 2,333 shares; 2025Q3: 2,334 shares; 2025Q4: 2,333 shares; 2026Q1: 2,341 shares 2,341 $422K 0.05% +8 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: 2,454 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,038 shares; 2025Q3: 2,040 shares; 2025Q4: 2,056 shares; 2026Q1: 3,780 shares 3,780 $419K 0.05% +1,724 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 2,997 shares; 2025Q1: 3,256 shares; 2025Q2: 5,087 shares; 2025Q3: 5,150 shares; 2025Q4: 5,040 shares; 2026Q1: 2,775 shares 2,775 $401K 0.05% -2,265 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,751 shares; 2026Q1: 5,775 shares 5,775 $393K 0.05% +24 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: 4,493 shares; 2026Q1: 4,558 shares 4,558 $390K 0.05% +65 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,452 shares; 2025Q1: 1,452 shares; 2025Q2: 1,452 shares; 2025Q3: 1,478 shares; 2025Q4: 1,478 shares; 2026Q1: 1,479 shares 1,479 $381K 0.05% +1 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 910 shares; 2025Q2: 1,105 shares; 2025Q3: 1,100 shares; 2025Q4: 1,995 shares; 2026Q1: 2,440 shares 2,440 $378K 0.05% +445 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,812 shares 2,812 $374K 0.05% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,246 shares; 2024Q4: 4,196 shares; 2025Q1: 4,305 shares; 2025Q2: 4,380 shares; 2025Q3: 4,257 shares; 2025Q4: 4,108 shares; 2026Q1: 4,160 shares 4,160 $373K 0.05% +52 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,409 shares; 2024Q4: 6,409 shares; 2025Q1: 6,744 shares; 2025Q2: 6,409 shares; 2025Q3: 6,409 shares; 2025Q4: 6,409 shares; 2026Q1: 6,409 shares 6,409 $371K 0.05% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 3,853 shares; 2025Q1: 3,748 shares; 2025Q2: 1,359 shares; 2025Q3: 1,527 shares; 2025Q4: 1,381 shares; 2026Q1: 1,471 shares 1,471 $365K 0.05% +90 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: 1,861 shares; 2024Q4: 1,056 shares; 2025Q1: 1,067 shares; 2025Q2: 1,055 shares; 2025Q3: 1,023 shares; 2025Q4: 1,025 shares; 2026Q1: 1,023 shares 1,023 $360K 0.05% -2 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,299 shares; 2024Q4: 26,752 shares; 2025Q1: 22,706 shares; 2025Q2: 12,904 shares; 2025Q3: 11,056 shares; 2025Q4: 10,157 shares; 2026Q1: 11,916 shares 11,916 $359K 0.05% +1,759 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,565 shares; 2024Q4: 9,182 shares; 2025Q1: 8,841 shares; 2025Q2: 8,678 shares; 2025Q3: 8,720 shares; 2025Q4: 8,720 shares; 2026Q1: 8,558 shares 8,558 $351K 0.04% -162 Timeline JIG J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,879 shares; 2025Q4: 4,447 shares; 2026Q1: 4,731 shares 4,731 $351K 0.04% +284 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: 6,588 shares; 2024Q4: 5,465 shares; 2025Q1: 3,905 shares; 2025Q2: 8,329 shares; 2025Q3: 9,381 shares; 2025Q4: 9,698 shares; 2026Q1: 4,584 shares 4,584 $349K 0.04% -5,114 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 5,404 shares; 2025Q1: 5,327 shares; 2025Q2: 5,056 shares; 2025Q3: 5,207 shares; 2025Q4: 5,207 shares; 2026Q1: 4,885 shares 4,885 $332K 0.04% -322 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: 792 shares; 2024Q4: 774 shares; 2025Q1: 1,366 shares; 2025Q2: 1,395 shares; 2025Q3: 1,235 shares; 2025Q4: 935 shares; 2026Q1: 957 shares 957 $329K 0.04% +22 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,070 shares; 2025Q4: 4,335 shares; 2026Q1: 4,230 shares 4,230 $328K 0.04% -105 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: 1,714 shares; 2024Q4: 1,424 shares; 2025Q1: 1,411 shares; 2025Q2: 1,351 shares; 2025Q3: 1,355 shares; 2025Q4: 1,357 shares; 2026Q1: 1,346 shares 1,346 $327K 0.04% -11 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,964 shares; 2026Q1: 7,080 shares 7,080 $325K 0.04% +1,116 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,581 shares; 2024Q4: 4,356 shares; 2025Q1: 4,301 shares; 2025Q2: 3,367 shares; 2025Q3: 3,086 shares; 2025Q4: 2,987 shares; 2026Q1: 3,017 shares 3,017 $320K 0.04% +30 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,455 shares; 2025Q1: 1,525 shares; 2025Q2: 1,557 shares; 2025Q3: 1,962 shares; 2025Q4: 1,927 shares; 2026Q1: 2,052 shares 2,052 $314K 0.04% +125 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,611 shares; 2025Q3: 2,990 shares; 2025Q4: 2,979 shares; 2026Q1: 3,229 shares 3,229 $314K 0.04% +250 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,282 shares; 2025Q1: 2,253 shares; 2025Q2: 2,275 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,275 shares 2,275 $312K 0.04% -35 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 2,851 shares; 2025Q1: 2,851 shares; 2025Q2: 2,851 shares; 2025Q3: 2,851 shares; 2025Q4: 2,851 shares; 2026Q1: 2,851 shares 2,851 $308K 0.04% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,055 shares; 2025Q1: 2,056 shares; 2025Q2: 2,059 shares; 2025Q3: 2,098 shares; 2025Q4: 2,072 shares; 2026Q1: 2,076 shares 2,076 $307K 0.04% +4 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,612 shares; 2025Q1: 1,437 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares 1,387 $300K 0.04% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 138,258 shares; 2025Q1: 61,510 shares; 2025Q2: 61,879 shares; 2025Q3: 62,506 shares; 2025Q4: 63,323 shares; 2026Q1: 3,256 shares 3,256 $289K 0.04% -60,067 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: 2,689 shares; 2024Q4: 2,750 shares; 2025Q1: 2,750 shares; 2025Q2: 2,858 shares; 2025Q3: 2,859 shares; 2025Q4: 2,928 shares; 2026Q1: 2,967 shares 2,967 $284K 0.04% +39 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: 869 shares; 2024Q4: 770 shares; 2025Q1: 742 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 692 shares; 2026Q1: 657 shares 657 $280K 0.04% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,010 shares 2,010 $278K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $275K 0.03% 0 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: 498 shares; 2024Q4: 1,097 shares; 2025Q1: 559 shares; 2025Q2: not reported; 2025Q3: 863 shares; 2025Q4: 738 shares; 2026Q1: 634 shares 634 $273K 0.03% -104 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,530 shares; 2024Q4: 2,975 shares; 2025Q1: 2,515 shares; 2025Q2: 2,055 shares; 2025Q3: 1,950 shares; 2025Q4: 1,753 shares; 2026Q1: 1,910 shares 1,910 $268K 0.03% +157 Timeline VDC 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: 1,059 shares; 2024Q4: 1,068 shares; 2025Q1: 1,072 shares; 2025Q2: 1,076 shares; 2025Q3: 1,081 shares; 2025Q4: 1,178 shares; 2026Q1: 1,192 shares 1,192 $268K 0.03% +14 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares; 2026Q1: 3,297 shares 3,297 $261K 0.03% +19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 750 shares 750 $256K 0.03% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,679 shares; 2024Q4: 1,529 shares; 2025Q1: 1,504 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,182 shares; 2026Q1: 1,179 shares 1,179 $250K 0.03% -3 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $250K 0.03% new Timeline SCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,000 shares 30,000 $250K 0.03% new 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: 2,257 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 2,057 shares 2,057 $244K 0.03% 0 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,190 shares; 2025Q4: not reported; 2026Q1: 4,915 shares 4,915 $244K 0.03% new 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: 493 shares; 2024Q4: 457 shares; 2025Q1: 549 shares; 2025Q2: 1,178 shares; 2025Q3: 1,182 shares; 2025Q4: 1,173 shares; 2026Q1: 403 shares 403 $244K 0.03% -770 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: 5,934 shares; 2024Q4: 6,309 shares; 2025Q1: 6,066 shares; 2025Q2: 2,684 shares; 2025Q3: 2,434 shares; 2025Q4: 2,575 shares; 2026Q1: 2,497 shares 2,497 $241K 0.03% -78 Timeline IYY 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: 1,838 shares; 2024Q4: 1,809 shares; 2025Q1: 1,692 shares; 2025Q2: 1,612 shares; 2025Q3: 1,592 shares; 2025Q4: 1,523 shares; 2026Q1: 1,510 shares 1,510 $239K 0.03% -13 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: 6,906 shares; 2024Q4: 7,179 shares; 2025Q1: 7,711 shares; 2025Q2: not reported; 2025Q3: 563 shares; 2025Q4: 357 shares; 2026Q1: 337 shares 337 $238K 0.03% -20 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,280 shares; 2025Q1: 1,280 shares; 2025Q2: 1,280 shares; 2025Q3: 1,280 shares; 2025Q4: 1,408 shares; 2026Q1: 1,408 shares 1,408 $238K 0.03% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,386 shares; 2025Q1: 3,393 shares; 2025Q2: 3,393 shares; 2025Q3: 3,257 shares; 2025Q4: 3,230 shares; 2026Q1: 2,629 shares 2,629 $237K 0.03% -601 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,882 shares; 2025Q4: 1,883 shares; 2026Q1: 1,848 shares 1,848 $234K 0.03% -35 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: not reported; 2025Q3: 2,260 shares; 2025Q4: 2,565 shares; 2026Q1: 2,250 shares 2,250 $233K 0.03% -315 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 3,405 shares; 2025Q1: 3,320 shares; 2025Q2: 3,295 shares; 2025Q3: 3,295 shares; 2025Q4: 3,155 shares; 2026Q1: 3,080 shares 3,080 $231K 0.03% -75 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: 1,435 shares; 2024Q4: 1,125 shares; 2025Q1: 1,105 shares; 2025Q2: 1,095 shares; 2025Q3: 1,161 shares; 2025Q4: 1,110 shares; 2026Q1: 1,091 shares 1,091 $229K 0.03% -19 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,165 shares; 2025Q4: 1,168 shares; 2026Q1: 1,165 shares 1,165 $228K 0.03% -3 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: not reported; 2024Q4: not reported; 2025Q1: 1,307 shares; 2025Q2: 1,201 shares; 2025Q3: 1,229 shares; 2025Q4: 1,003 shares; 2026Q1: 959 shares 959 $227K 0.03% -44 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: 1,412 shares; 2024Q4: 1,672 shares; 2025Q1: 1,402 shares; 2025Q2: 1,931 shares; 2025Q3: 1,908 shares; 2025Q4: 1,711 shares; 2026Q1: 1,154 shares 1,154 $224K 0.03% -557 Timeline QTEC 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: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: not reported; 2025Q2: 1,065 shares; 2025Q3: 1,045 shares; 2025Q4: 1,037 shares; 2026Q1: 1,037 shares 1,037 $224K 0.03% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,670 shares; 2025Q4: 2,034 shares; 2026Q1: 1,799 shares 1,799 $221K 0.03% -235 Timeline NANC TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,230 shares; 2025Q1: not reported; 2025Q2: 5,230 shares; 2025Q3: 5,230 shares; 2025Q4: 5,230 shares; 2026Q1: 5,230 shares 5,230 $221K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,734 shares; 2024Q4: 2,336 shares; 2025Q1: 1,762 shares; 2025Q2: 708 shares; 2025Q3: 694 shares; 2025Q4: 694 shares; 2026Q1: 694 shares 694 $218K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $217K 0.03% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,335 shares; 2024Q4: 14,335 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,389 shares; 2026Q1: 4,663 shares 4,663 $217K 0.03% +274 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,124 shares; 2025Q4: 1,148 shares; 2026Q1: 1,161 shares 1,161 $217K 0.03% +13 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: 4,414 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,414 shares 4,414 $216K 0.03% new 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: 304 shares; 2024Q4: 304 shares; 2025Q1: not reported; 2025Q2: 295 shares; 2025Q3: 292 shares; 2025Q4: 294 shares; 2026Q1: 296 shares 296 $216K 0.03% +2 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: 2,303 shares; 2024Q4: 2,254 shares; 2025Q1: 2,209 shares; 2025Q2: 2,224 shares; 2025Q3: 2,240 shares; 2025Q4: 2,220 shares; 2026Q1: 2,230 shares 2,230 $212K 0.03% +10 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 465 shares; 2025Q1: 431 shares; 2025Q2: not reported; 2025Q3: 433 shares; 2025Q4: 428 shares; 2026Q1: 430 shares 430 $211K 0.03% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 243 shares 243 $210K 0.03% -8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,151 shares 1,151 $210K 0.03% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: not reported; 2025Q1: 2,197 shares; 2025Q2: 2,219 shares; 2025Q3: 2,243 shares; 2025Q4: 2,274 shares; 2026Q1: 2,287 shares 2,287 $210K 0.03% +13 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: 1,718 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,585 shares 1,585 $209K 0.03% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,970 shares; 2025Q3: 21,077 shares; 2025Q4: 24,050 shares; 2026Q1: 2,762 shares 2,762 $207K 0.03% -21,288 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: 2,069 shares; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,822 shares 1,822 $206K 0.03% new 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: 60,020 shares; 2024Q4: 59,469 shares; 2025Q1: 59,955 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,504 shares 3,504 $206K 0.03% new 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: 9,320 shares; 2024Q4: 10,096 shares; 2025Q1: 10,244 shares; 2025Q2: not reported; 2025Q3: 8,601 shares; 2025Q4: 6,802 shares; 2026Q1: 7,261 shares 7,261 $204K 0.03% +459 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,750 shares; 2025Q3: 11,675 shares; 2025Q4: 9,175 shares; 2026Q1: 8,450 shares 8,450 $201K 0.03% -725 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH 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: 10,000 shares; 2026Q1: 20,000 shares 20,000 $201K 0.03% +10,000 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,636 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,036 shares 7,036 $200K 0.03% new Timeline RXST RXSIGHT INC More: the full row for RXSIGHT 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: 14,200 shares; 2025Q4: 14,200 shares; 2026Q1: 30,515 shares 30,515 $188K 0.02% +16,315 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 7,978 shares; 2025Q4: 8,368 shares; 2026Q1: 11,688 shares 11,688 $186K 0.02% +3,320 Timeline CGC CANOPY GROWTH CORPORATION More: the full row for CANOPY GROWTH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,638 shares; 2024Q4: 36,540 shares; 2025Q1: 44,540 shares; 2025Q2: 78,300 shares; 2025Q3: 77,250 shares; 2025Q4: 90,300 shares; 2026Q1: 115,050 shares 115,050 $109K 0.01% +24,750 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,470 shares; 2025Q1: 10,470 shares; 2025Q2: 10,500 shares; 2025Q3: 10,550 shares; 2025Q4: 12,550 shares; 2026Q1: 14,630 shares 14,630 $72.6K 0.01% +2,080 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN 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: 3,218 shares 3,218 $39.9K 0.01% new 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: 56 shares 56 $11K <0.01% new Timeline PIPR PIPER SANDLER COMPANIES More: the full row for PIPER SANDLER COMPANIES Quarterly shares; oldest to 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: 116 shares 116 $8.88K <0.01% new Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 100 shares 100 $645 <0.01% new Timeline