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: 190,366 shares; 2024Q4: 139 shares; 2025Q1: 135,775 shares; 2025Q2: 134,593 shares; 2025Q3: 142,885 shares; 2025Q4: 142,679 shares; 2026Q1: 138,714 shares 138,714 $35.2M 2.64% -3,965 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: 32,093 shares; 2024Q4: 32 shares; 2025Q1: 50,056 shares; 2025Q2: 31,206 shares; 2025Q3: 49,099 shares; 2025Q4: 50,529 shares; 2026Q1: 48,601 shares 48,601 $31.6M 2.37% -1,928 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,123 shares; 2024Q4: 18 shares; 2025Q1: 21,843 shares; 2025Q2: 289,537 shares; 2025Q3: 302,001 shares; 2025Q4: 355,367 shares; 2026Q1: 365,958 shares 365,958 $28M 2.1% +10,591 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: 8,762 shares; 2024Q4: 9 shares; 2025Q1: 8,783 shares; 2025Q2: 15,985 shares; 2025Q3: 26,124 shares; 2025Q4: 33,059 shares; 2026Q1: 38,372 shares 38,372 $22.9M 1.72% +5,313 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: 83,402 shares; 2024Q4: 80 shares; 2025Q1: 80,582 shares; 2025Q2: 58,989 shares; 2025Q3: 59,712 shares; 2025Q4: 59,487 shares; 2026Q1: 57,087 shares 57,087 $21.1M 1.59% -2,400 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: 81,370 shares; 2024Q4: 84 shares; 2025Q1: 90,272 shares; 2025Q2: 96,645 shares; 2025Q3: 105,986 shares; 2025Q4: 103,939 shares; 2026Q1: 105,422 shares 105,422 $18.4M 1.38% +1,483 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: 43,286 shares; 2024Q4: 43 shares; 2025Q1: 41,618 shares; 2025Q2: 42,181 shares; 2025Q3: 56,733 shares; 2025Q4: 58,569 shares; 2026Q1: 55,494 shares 55,494 $16M 1.2% -3,075 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: 74,312 shares; 2024Q4: 72 shares; 2025Q1: 71,718 shares; 2025Q2: 69,443 shares; 2025Q3: 77,572 shares; 2025Q4: 82,930 shares; 2026Q1: 75,866 shares 75,866 $15.8M 1.19% -7,064 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: 81,094 shares; 2024Q4: 77 shares; 2025Q1: 65,715 shares; 2025Q2: 60,259 shares; 2025Q3: 51,324 shares; 2025Q4: 50,909 shares; 2026Q1: 48,622 shares 48,622 $15M 1.13% -2,287 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: 16,641 shares; 2024Q4: 14 shares; 2025Q1: 14,003 shares; 2025Q2: 18,345 shares; 2025Q3: 18,831 shares; 2025Q4: 18,911 shares; 2026Q1: 18,730 shares 18,730 $12.2M 0.92% -181 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: 44,010 shares; 2024Q4: 41 shares; 2025Q1: 41,596 shares; 2025Q2: 40,355 shares; 2025Q3: 40,088 shares; 2025Q4: 39,968 shares; 2026Q1: 39,555 shares 39,555 $11.6M 0.87% -413 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: 114,204 shares; 2024Q4: 111 shares; 2025Q1: 104,675 shares; 2025Q2: 99,290 shares; 2025Q3: 91,350 shares; 2025Q4: 91,975 shares; 2026Q1: 88,066 shares 88,066 $10.9M 0.82% -3,909 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: 121,249 shares; 2024Q4: 125 shares; 2025Q1: 141,639 shares; 2025Q2: 256,913 shares; 2025Q3: 171,472 shares; 2025Q4: 172,683 shares; 2026Q1: 170,210 shares 170,210 $10.9M 0.82% -2,473 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: 117,938 shares; 2024Q4: 112 shares; 2025Q1: 106,461 shares; 2025Q2: 108,000 shares; 2025Q3: 116,274 shares; 2025Q4: 113,023 shares; 2026Q1: 111,205 shares 111,205 $10.3M 0.78% -1,818 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: 8,442 shares; 2024Q4: 8 shares; 2025Q1: 8,470 shares; 2025Q2: 8,935 shares; 2025Q3: 17,912 shares; 2025Q4: 19,386 shares; 2026Q1: 17,582 shares 17,582 $10.1M 0.76% -1,804 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,766 shares; 2024Q4: 47 shares; 2025Q1: 51,039 shares; 2025Q2: 168,515 shares; 2025Q3: 187,191 shares; 2025Q4: 211,599 shares; 2026Q1: 217,576 shares 217,576 $9.93M 0.75% +5,977 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,907 shares; 2024Q4: 60 shares; 2025Q1: 69,440 shares; 2025Q2: 237,344 shares; 2025Q3: 258,276 shares; 2025Q4: 303,111 shares; 2026Q1: 351,520 shares 351,520 $9.01M 0.68% +48,409 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 3 shares; 2025Q1: 5,471 shares; 2025Q2: 149,943 shares; 2025Q3: 176,629 shares; 2025Q4: 220,842 shares; 2026Q1: 265,056 shares 265,056 $8.89M 0.67% +44,214 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: 29,738 shares; 2024Q4: 26 shares; 2025Q1: 27,232 shares; 2025Q2: 27,944 shares; 2025Q3: 27,875 shares; 2025Q4: 28,034 shares; 2026Q1: 29,043 shares 29,043 $8.78M 0.66% +1,009 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: 40,617 shares; 2024Q4: 40 shares; 2025Q1: 41,238 shares; 2025Q2: 39,345 shares; 2025Q3: 31,737 shares; 2025Q4: 31,785 shares; 2026Q1: 31,904 shares 31,904 $7.8M 0.59% +119 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,819 shares; 2024Q4: 70 shares; 2025Q1: 71,288 shares; 2025Q2: 32,775 shares; 2025Q3: 36,469 shares; 2025Q4: 78,124 shares; 2026Q1: 79,155 shares 79,155 $7.69M 0.58% +1,031 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: 16,372 shares; 2024Q4: 13 shares; 2025Q1: 13,005 shares; 2025Q2: 13,665 shares; 2025Q3: 101,323 shares; 2025Q4: 100,616 shares; 2026Q1: 99,375 shares 99,375 $7.23M 0.54% -1,241 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: 59,227 shares; 2024Q4: 59 shares; 2025Q1: 59,721 shares; 2025Q2: 54,533 shares; 2025Q3: 45,885 shares; 2025Q4: 45,651 shares; 2026Q1: 49,375 shares 49,375 $7.13M 0.54% +3,724 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,464 shares; 2024Q4: 54 shares; 2025Q1: 55,758 shares; 2025Q2: 53,028 shares; 2025Q3: 52,773 shares; 2025Q4: 52,714 shares; 2026Q1: 52,709 shares 52,709 $7.1M 0.53% -5 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: 16,638 shares; 2024Q4: 17 shares; 2025Q1: 22,600 shares; 2025Q2: 24,027 shares; 2025Q3: 45,664 shares; 2025Q4: 59,388 shares; 2026Q1: 70,009 shares 70,009 $6.95M 0.52% +10,621 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: 44,406 shares; 2024Q4: 43 shares; 2025Q1: 45,291 shares; 2025Q2: 42,357 shares; 2025Q3: 39,406 shares; 2025Q4: 39,751 shares; 2026Q1: 40,846 shares 40,846 $6.93M 0.52% +1,095 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: 5,175 shares; 2024Q4: 5 shares; 2025Q1: 5,548 shares; 2025Q2: 5,623 shares; 2025Q3: 25,010 shares; 2025Q4: 21,016 shares; 2026Q1: 21,176 shares 21,176 $6.79M 0.51% +160 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: 31,276 shares; 2024Q4: 31 shares; 2025Q1: 31,057 shares; 2025Q2: 31,619 shares; 2025Q3: 19,558 shares; 2025Q4: 19,873 shares; 2026Q1: 23,127 shares 23,127 $6.63M 0.5% +3,254 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: 35,258 shares; 2024Q4: 33 shares; 2025Q1: 31,623 shares; 2025Q2: 56,831 shares; 2025Q3: 64,236 shares; 2025Q4: 85,750 shares; 2026Q1: 79,724 shares 79,724 $6.6M 0.5% -6,026 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: 6,083 shares; 2024Q4: 6 shares; 2025Q1: 6,373 shares; 2025Q2: 6,264 shares; 2025Q3: 44,887 shares; 2025Q4: 62,573 shares; 2026Q1: 71,157 shares 71,157 $6.27M 0.47% +8,584 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: 11,263 shares; 2024Q4: 10 shares; 2025Q1: 11,071 shares; 2025Q2: 11,325 shares; 2025Q3: 11,288 shares; 2025Q4: 11,366 shares; 2026Q1: 11,363 shares 11,363 $6.24M 0.47% -3 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,873 shares; 2024Q4: 125 shares; 2025Q1: 128,416 shares; 2025Q2: 131,340 shares; 2025Q3: 130,152 shares; 2025Q4: 130,013 shares; 2026Q1: 128,157 shares 128,157 $5.98M 0.45% -1,856 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: 7,416 shares; 2024Q4: 7 shares; 2025Q1: 6,815 shares; 2025Q2: 6,549 shares; 2025Q3: 6,747 shares; 2025Q4: 6,741 shares; 2026Q1: 6,545 shares 6,545 $5.86M 0.44% -196 Timeline QGRW 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: 39,694 shares; 2024Q4: 42 shares; 2025Q1: 77,387 shares; 2025Q2: 79,360 shares; 2025Q3: 87,361 shares; 2025Q4: 88,006 shares; 2026Q1: 109,001 shares 109,001 $5.82M 0.44% +20,995 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: 14,049 shares; 2024Q4: 14 shares; 2025Q1: 12,420 shares; 2025Q2: 10,224 shares; 2025Q3: 9,741 shares; 2025Q4: 9,626 shares; 2026Q1: 9,385 shares 9,385 $5.67M 0.43% -241 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,427 shares; 2024Q4: 34 shares; 2025Q1: 33,757 shares; 2025Q2: 35,113 shares; 2025Q3: 36,162 shares; 2025Q4: 35,984 shares; 2026Q1: 34,184 shares 34,184 $5.63M 0.42% -1,800 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,748 shares; 2024Q4: 27 shares; 2025Q1: 56,488 shares; 2025Q2: 57,627 shares; 2025Q3: 62,823 shares; 2025Q4: 58,672 shares; 2026Q1: 63,186 shares 63,186 $5.55M 0.42% +4,514 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,788 shares; 2024Q4: 20 shares; 2025Q1: 20,485 shares; 2025Q2: 20,484 shares; 2025Q3: 16,185 shares; 2025Q4: 16,522 shares; 2026Q1: 16,924 shares 16,924 $5.52M 0.41% +402 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,311 shares; 2024Q4: 47 shares; 2025Q1: 48,498 shares; 2025Q2: 49,271 shares; 2025Q3: 49,126 shares; 2025Q4: 49,094 shares; 2026Q1: 48,909 shares 48,909 $5.5M 0.41% -185 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: 26,538 shares; 2024Q4: 26 shares; 2025Q1: 33,024 shares; 2025Q2: 33,545 shares; 2025Q3: 33,837 shares; 2025Q4: 30,928 shares; 2026Q1: 26,105 shares 26,105 $5.48M 0.41% -4,823 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: 7,923 shares; 2024Q4: 7 shares; 2025Q1: 7,413 shares; 2025Q2: 7,427 shares; 2025Q3: 7,957 shares; 2025Q4: 8,497 shares; 2026Q1: 9,502 shares 9,502 $5.44M 0.41% +1,005 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,664 shares; 2024Q4: 26 shares; 2025Q1: 36,004 shares; 2025Q2: 36,850 shares; 2025Q3: 36,912 shares; 2025Q4: 36,874 shares; 2026Q1: 37,069 shares 37,069 $5.3M 0.4% +195 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,038 shares; 2024Q4: 10 shares; 2025Q1: 10,020 shares; 2025Q2: 9,970 shares; 2025Q3: 10,145 shares; 2025Q4: 48,968 shares; 2026Q1: 38,321 shares 38,321 $5.21M 0.39% -10,647 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 5 shares; 2025Q1: 7,299 shares; 2025Q2: 6,776 shares; 2025Q3: 5,540 shares; 2025Q4: 5,477 shares; 2026Q1: 5,614 shares 5,614 $5.16M 0.39% +137 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,125 shares; 2024Q4: 14 shares; 2025Q1: 20,798 shares; 2025Q2: 20,527 shares; 2025Q3: 19,970 shares; 2025Q4: 20,902 shares; 2026Q1: 20,265 shares 20,265 $5.08M 0.38% -637 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: 39,212 shares; 2024Q4: 37 shares; 2025Q1: 39,932 shares; 2025Q2: 37,691 shares; 2025Q3: 23,148 shares; 2025Q4: 23,231 shares; 2026Q1: 24,340 shares 24,340 $5.04M 0.38% +1,109 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,880 shares; 2024Q4: 11 shares; 2025Q1: 12,092 shares; 2025Q2: 9,695 shares; 2025Q3: 11,110 shares; 2025Q4: 22,967 shares; 2026Q1: 53,324 shares 53,324 $5.01M 0.38% +30,357 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,414 shares; 2024Q4: 4 shares; 2025Q1: 4,904 shares; 2025Q2: 5,016 shares; 2025Q3: 5,031 shares; 2025Q4: 5,033 shares; 2026Q1: 5,070 shares 5,070 $4.97M 0.37% +37 Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14 shares; 2025Q1: 14,978 shares; 2025Q2: 15,796 shares; 2025Q3: 15,716 shares; 2025Q4: 15,414 shares; 2026Q1: 15,387 shares 15,387 $4.91M 0.37% -27 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,019 shares; 2024Q4: 9 shares; 2025Q1: 9,889 shares; 2025Q2: 9,445 shares; 2025Q3: 9,838 shares; 2025Q4: 9,917 shares; 2026Q1: 14,904 shares 14,904 $4.9M 0.37% +4,987 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: 3,969 shares; 2024Q4: 4 shares; 2025Q1: 3,899 shares; 2025Q2: 4,008 shares; 2025Q3: 49,931 shares; 2025Q4: 57,970 shares; 2026Q1: 64,952 shares 64,952 $4.88M 0.37% +6,982 Timeline PIZ 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: 241 shares; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 42,341 shares; 2025Q4: 42,226 shares; 2026Q1: 98,272 shares 98,272 $4.87M 0.37% +56,046 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: 29,063 shares; 2024Q4: 29 shares; 2025Q1: 33,420 shares; 2025Q2: 59,596 shares; 2025Q3: 63,947 shares; 2025Q4: 70,564 shares; 2026Q1: 70,048 shares 70,048 $4.73M 0.36% -516 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: 13,462 shares; 2024Q4: 12 shares; 2025Q1: 12,620 shares; 2025Q2: 12,453 shares; 2025Q3: 12,298 shares; 2025Q4: 11,785 shares; 2026Q1: 10,926 shares 10,926 $4.66M 0.35% -859 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,782 shares; 2024Q4: 57 shares; 2025Q1: 79,424 shares; 2025Q2: 81,531 shares; 2025Q3: 84,649 shares; 2025Q4: 95,322 shares; 2026Q1: 106,787 shares 106,787 $4.64M 0.35% +11,465 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: 18,801 shares; 2024Q4: 18 shares; 2025Q1: 17,141 shares; 2025Q2: 17,368 shares; 2025Q3: 17,376 shares; 2025Q4: 34,271 shares; 2026Q1: 34,782 shares 34,782 $4.62M 0.35% +511 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,501 shares; 2024Q4: 26 shares; 2025Q1: 27,114 shares; 2025Q2: 31,726 shares; 2025Q3: 34,109 shares; 2025Q4: 35,957 shares; 2026Q1: 36,998 shares 36,998 $4.6M 0.35% +1,041 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,902 shares; 2024Q4: 37 shares; 2025Q1: 38,527 shares; 2025Q2: 40,112 shares; 2025Q3: 36,372 shares; 2025Q4: 34,478 shares; 2026Q1: 34,958 shares 34,958 $4.58M 0.34% +480 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: 42,228 shares; 2024Q4: 41 shares; 2025Q1: 19,096 shares; 2025Q2: 16,371 shares; 2025Q3: 16,781 shares; 2025Q4: 16,734 shares; 2026Q1: 16,221 shares 16,221 $4.53M 0.34% -513 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: 29,976 shares; 2024Q4: 29 shares; 2025Q1: 30,168 shares; 2025Q2: 29,161 shares; 2025Q3: 18,295 shares; 2025Q4: 18,332 shares; 2026Q1: 18,652 shares 18,652 $4.53M 0.34% +320 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,922 shares; 2024Q4: 55 shares; 2025Q1: 56,490 shares; 2025Q2: 57,680 shares; 2025Q3: 57,664 shares; 2025Q4: 57,914 shares; 2026Q1: 41,665 shares 41,665 $4.53M 0.34% -16,249 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: 49,779 shares; 2024Q4: 47 shares; 2025Q1: 45,953 shares; 2025Q2: 52,685 shares; 2025Q3: 37,173 shares; 2025Q4: 37,339 shares; 2026Q1: 37,264 shares 37,264 $4.48M 0.34% -75 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: 10,930 shares; 2024Q4: 10 shares; 2025Q1: 10,336 shares; 2025Q2: 10,318 shares; 2025Q3: 15,380 shares; 2025Q4: 19,453 shares; 2026Q1: 17,847 shares 17,847 $4.43M 0.33% -1,606 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,402 shares; 2024Q4: 57 shares; 2025Q1: 58,434 shares; 2025Q2: 57,207 shares; 2025Q3: 58,528 shares; 2025Q4: 59,270 shares; 2026Q1: 60,248 shares 60,248 $4.3M 0.32% +978 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,304 shares; 2024Q4: 11 shares; 2025Q1: 11,136 shares; 2025Q2: 34,427 shares; 2025Q3: 34,853 shares; 2025Q4: 36,589 shares; 2026Q1: 75,715 shares 75,715 $4.28M 0.32% +39,126 Timeline SPHY 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: 9,670 shares; 2024Q4: 9 shares; 2025Q1: 10,793 shares; 2025Q2: 133,145 shares; 2025Q3: 108,147 shares; 2025Q4: 154,742 shares; 2026Q1: 178,998 shares 178,998 $4.17M 0.31% +24,256 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,377 shares; 2024Q4: 29 shares; 2025Q1: 31,124 shares; 2025Q2: 32,578 shares; 2025Q3: 33,613 shares; 2025Q4: 35,710 shares; 2026Q1: 37,379 shares 37,379 $4.16M 0.31% +1,669 Timeline DDWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,906 shares; 2024Q4: 24 shares; 2025Q1: 21,543 shares; 2025Q2: 20,493 shares; 2025Q3: 16,838 shares; 2025Q4: 73,154 shares; 2026Q1: 92,962 shares 92,962 $4.1M 0.31% +19,808 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: 19,554 shares; 2024Q4: 17 shares; 2025Q1: 18,088 shares; 2025Q2: 18,178 shares; 2025Q3: 18,262 shares; 2025Q4: 19,516 shares; 2026Q1: 19,117 shares 19,117 $4.08M 0.31% -399 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,463 shares; 2024Q4: 16 shares; 2025Q1: 16,023 shares; 2025Q2: 15,638 shares; 2025Q3: 16,488 shares; 2025Q4: 16,620 shares; 2026Q1: 17,028 shares 17,028 $4.02M 0.3% +408 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,367 shares; 2024Q4: 18 shares; 2025Q1: 18,247 shares; 2025Q2: 17,054 shares; 2025Q3: 17,737 shares; 2025Q4: 17,568 shares; 2026Q1: 18,098 shares 18,098 $3.96M 0.3% +530 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,042 shares; 2024Q4: 38 shares; 2025Q1: 38,659 shares; 2025Q2: 42,273 shares; 2025Q3: 43,519 shares; 2025Q4: 43,954 shares; 2026Q1: 45,528 shares 45,528 $3.95M 0.3% +1,574 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,283 shares; 2024Q4: 36 shares; 2025Q1: 38,767 shares; 2025Q2: 42,199 shares; 2025Q3: 46,434 shares; 2025Q4: 50,356 shares; 2026Q1: 53,042 shares 53,042 $3.94M 0.3% +2,686 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,440 shares; 2024Q4: 22 shares; 2025Q1: 22,110 shares; 2025Q2: 68,008 shares; 2025Q3: 74,340 shares; 2025Q4: 80,313 shares; 2026Q1: 81,391 shares 81,391 $3.91M 0.29% +1,078 Timeline WTV 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: 277 shares; 2024Q4: not reported; 2025Q1: 29,243 shares; 2025Q2: 30,118 shares; 2025Q3: 33,829 shares; 2025Q4: 35,591 shares; 2026Q1: 40,978 shares 40,978 $3.88M 0.29% +5,387 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: 19,027 shares; 2024Q4: 18 shares; 2025Q1: 18,420 shares; 2025Q2: 18,373 shares; 2025Q3: 17,963 shares; 2025Q4: 18,194 shares; 2026Q1: 17,715 shares 17,715 $3.85M 0.29% -479 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,902 shares; 2024Q4: 2 shares; 2025Q1: 2,927 shares; 2025Q2: 35,251 shares; 2025Q3: 35,145 shares; 2025Q4: 34,938 shares; 2026Q1: 35,035 shares 35,035 $3.85M 0.29% +97 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,174 shares; 2024Q4: 25 shares; 2025Q1: 27,938 shares; 2025Q2: 25,759 shares; 2025Q3: 22,826 shares; 2025Q4: 23,231 shares; 2026Q1: 24,607 shares 24,607 $3.82M 0.29% +1,376 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 731 shares; 2025Q3: 630 shares; 2025Q4: 32,386 shares; 2026Q1: 32,726 shares 32,726 $3.79M 0.28% +340 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,301 shares; 2024Q4: 14 shares; 2025Q1: 92,152 shares; 2025Q2: 93,845 shares; 2025Q3: 93,365 shares; 2025Q4: 93,079 shares; 2026Q1: 87,557 shares 87,557 $3.78M 0.28% -5,522 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3 shares; 2025Q1: 46,436 shares; 2025Q2: 47,671 shares; 2025Q3: 47,377 shares; 2025Q4: 47,194 shares; 2026Q1: 46,965 shares 46,965 $3.73M 0.28% -229 Timeline FTCS 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: 72,908 shares; 2024Q4: 67 shares; 2025Q1: 65,028 shares; 2025Q2: 68,526 shares; 2025Q3: 40,450 shares; 2025Q4: 40,856 shares; 2026Q1: 40,033 shares 40,033 $3.71M 0.28% -823 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: 27,935 shares; 2024Q4: 28 shares; 2025Q1: 27,884 shares; 2025Q2: 64,993 shares; 2025Q3: 69,058 shares; 2025Q4: 69,169 shares; 2026Q1: 68,092 shares 68,092 $3.68M 0.28% -1,077 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,923 shares; 2024Q4: 5 shares; 2025Q1: 53,648 shares; 2025Q2: 50,388 shares; 2025Q3: 43,678 shares; 2025Q4: 47,706 shares; 2026Q1: 36,083 shares 36,083 $3.63M 0.27% -11,623 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: 49,229 shares; 2024Q4: 45 shares; 2025Q1: 47,580 shares; 2025Q2: 46,075 shares; 2025Q3: 48,292 shares; 2025Q4: 48,096 shares; 2026Q1: 50,201 shares 50,201 $3.61M 0.27% +2,105 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: 40,254 shares; 2024Q4: 35 shares; 2025Q1: 33,852 shares; 2025Q2: 32,763 shares; 2025Q3: 32,626 shares; 2025Q4: 32,155 shares; 2026Q1: 32,862 shares 32,862 $3.58M 0.27% +707 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 1 shares; 2025Q1: 1,668 shares; 2025Q2: 1,412 shares; 2025Q3: 1,600 shares; 2025Q4: 4,350 shares; 2026Q1: 4,055 shares 4,055 $3.54M 0.27% -295 Timeline PDP 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: 11,370 shares; 2024Q4: 11 shares; 2025Q1: 9,930 shares; 2025Q2: 9,930 shares; 2025Q3: 9,902 shares; 2025Q4: 9,902 shares; 2026Q1: 28,591 shares 28,591 $3.45M 0.26% +18,689 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,667 shares; 2024Q4: 120 shares; 2025Q1: 135,627 shares; 2025Q2: 130,497 shares; 2025Q3: 127,278 shares; 2025Q4: 125,131 shares; 2026Q1: 111,504 shares 111,504 $3.42M 0.26% -13,627 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: 42,116 shares; 2024Q4: 40 shares; 2025Q1: 40,594 shares; 2025Q2: 39,849 shares; 2025Q3: 38,858 shares; 2025Q4: 36,209 shares; 2026Q1: 34,908 shares 34,908 $3.39M 0.25% -1,301 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: 21,901 shares; 2024Q4: 22 shares; 2025Q1: 10,165 shares; 2025Q2: 10,768 shares; 2025Q3: 11,302 shares; 2025Q4: 11,299 shares; 2026Q1: 10,169 shares 10,169 $3.34M 0.25% -1,130 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: 11,700 shares; 2024Q4: 10 shares; 2025Q1: 10,171 shares; 2025Q2: 9,807 shares; 2025Q3: 9,652 shares; 2025Q4: 9,638 shares; 2026Q1: 13,566 shares 13,566 $3.29M 0.25% +3,928 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,735 shares; 2024Q4: 17 shares; 2025Q1: 17,529 shares; 2025Q2: 37,285 shares; 2025Q3: 38,255 shares; 2025Q4: 40,970 shares; 2026Q1: 41,430 shares 41,430 $3.25M 0.24% +460 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: 11,015 shares; 2024Q4: 10 shares; 2025Q1: 11,001 shares; 2025Q2: 10,167 shares; 2025Q3: 7,208 shares; 2025Q4: 6,881 shares; 2026Q1: 6,712 shares 6,712 $3.22M 0.24% -169 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,595 shares; 2024Q4: 22 shares; 2025Q1: 21,574 shares; 2025Q2: 20,326 shares; 2025Q3: 22,231 shares; 2025Q4: 22,500 shares; 2026Q1: 23,221 shares 23,221 $3.14M 0.24% +721 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: 6,178 shares; 2024Q4: 4 shares; 2025Q1: 4,302 shares; 2025Q2: 17,650 shares; 2025Q3: 17,307 shares; 2025Q4: 17,534 shares; 2026Q1: 17,393 shares 17,393 $3.13M 0.24% -141 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: 3,709 shares; 2024Q4: 5 shares; 2025Q1: 5,019 shares; 2025Q2: 5,188 shares; 2025Q3: 5,244 shares; 2025Q4: 5,042 shares; 2026Q1: 9,103 shares 9,103 $3.11M 0.23% +4,061 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: 2,931 shares; 2024Q4: 3 shares; 2025Q1: 3,822 shares; 2025Q2: 3,947 shares; 2025Q3: 4,204 shares; 2025Q4: 4,286 shares; 2026Q1: 4,358 shares 4,358 $3.04M 0.23% +72 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: 6,512 shares; 2024Q4: 6 shares; 2025Q1: 4,376 shares; 2025Q2: 4,356 shares; 2025Q3: 4,244 shares; 2025Q4: 4,295 shares; 2026Q1: 4,177 shares 4,177 $2.96M 0.22% -118 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,471 shares; 2024Q4: 13 shares; 2025Q1: 13,373 shares; 2025Q2: 13,800 shares; 2025Q3: 13,993 shares; 2025Q4: 14,281 shares; 2026Q1: 14,938 shares 14,938 $2.94M 0.22% +657 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: 370 shares; 2024Q4: not reported; 2025Q1: 32 shares; 2025Q2: 32 shares; 2025Q3: 52,432 shares; 2025Q4: 52,432 shares; 2026Q1: 63,111 shares 63,111 $2.93M 0.22% +10,679 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,541 shares; 2024Q4: 8 shares; 2025Q1: 8,142 shares; 2025Q2: 40,753 shares; 2025Q3: 40,662 shares; 2025Q4: 40,631 shares; 2026Q1: 40,632 shares 40,632 $2.92M 0.22% +1 Timeline MTGP 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: 31,706 shares; 2024Q4: 34 shares; 2025Q1: 50,048 shares; 2025Q2: 51,331 shares; 2025Q3: 52,731 shares; 2025Q4: 58,569 shares; 2026Q1: 64,967 shares 64,967 $2.87M 0.22% +6,398 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: 28,166 shares; 2024Q4: 26 shares; 2025Q1: 26,775 shares; 2025Q2: 26,731 shares; 2025Q3: 27,158 shares; 2025Q4: 27,917 shares; 2026Q1: 28,531 shares 28,531 $2.77M 0.21% +614 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,996 shares; 2024Q4: 17 shares; 2025Q1: 20,832 shares; 2025Q2: 20,542 shares; 2025Q3: 20,590 shares; 2025Q4: 18,229 shares; 2026Q1: 8,160 shares 8,160 $2.76M 0.21% -10,069 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: 46,967 shares; 2024Q4: 46 shares; 2025Q1: 49,132 shares; 2025Q2: 36,829 shares; 2025Q3: 34,652 shares; 2025Q4: 34,477 shares; 2026Q1: 36,169 shares 36,169 $2.75M 0.21% +1,692 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 780 shares; 2025Q2: 4,300 shares; 2025Q3: 30,851 shares; 2025Q4: 26,535 shares; 2026Q1: 30,002 shares 30,002 $2.75M 0.21% +3,467 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,721 shares; 2024Q4: 11 shares; 2025Q1: 11,919 shares; 2025Q2: 24,139 shares; 2025Q3: 26,251 shares; 2025Q4: 29,309 shares; 2026Q1: 35,576 shares 35,576 $2.75M 0.21% +6,267 Timeline SPSB 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: 6,044 shares; 2024Q4: 6 shares; 2025Q1: 6,328 shares; 2025Q2: 54,651 shares; 2025Q3: 61,807 shares; 2025Q4: 78,824 shares; 2026Q1: 90,839 shares 90,839 $2.73M 0.21% +12,015 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,065 shares; 2024Q4: 7 shares; 2025Q1: 7,724 shares; 2025Q2: 5,803 shares; 2025Q3: 5,782 shares; 2025Q4: 5,599 shares; 2026Q1: 5,466 shares 5,466 $2.73M 0.21% -133 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,592 shares; 2024Q4: 5 shares; 2025Q1: 5,478 shares; 2025Q2: 6,569 shares; 2025Q3: 6,732 shares; 2025Q4: 6,988 shares; 2026Q1: 8,053 shares 8,053 $2.72M 0.2% +1,065 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 1 shares; 2025Q1: 1,970 shares; 2025Q2: 2,901 shares; 2025Q3: 3,333 shares; 2025Q4: 19,153 shares; 2026Q1: 25,995 shares 25,995 $2.72M 0.2% +6,842 Timeline VTHR 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: 13,766 shares; 2024Q4: 12 shares; 2025Q1: 11,666 shares; 2025Q2: 11,000 shares; 2025Q3: 10,285 shares; 2025Q4: 9,435 shares; 2026Q1: 9,435 shares 9,435 $2.71M 0.2% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,041 shares; 2024Q4: 66 shares; 2025Q1: 65,939 shares; 2025Q2: 63,677 shares; 2025Q3: 71,402 shares; 2025Q4: 69,729 shares; 2026Q1: 42,272 shares 42,272 $2.65M 0.2% -27,457 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,417 shares; 2024Q4: 6 shares; 2025Q1: 5,922 shares; 2025Q2: 7,400 shares; 2025Q3: 75,887 shares; 2025Q4: 87,209 shares; 2026Q1: 90,734 shares 90,734 $2.65M 0.2% +3,525 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,085 shares; 2025Q2: 909 shares; 2025Q3: 865 shares; 2025Q4: 15,263 shares; 2026Q1: 21,556 shares 21,556 $2.65M 0.2% +6,293 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,079 shares; 2024Q4: 68 shares; 2025Q1: 68,584 shares; 2025Q2: 70,237 shares; 2025Q3: 40,902 shares; 2025Q4: 38,268 shares; 2026Q1: 38,671 shares 38,671 $2.64M 0.2% +403 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: not reported; 2025Q1: 1,028 shares; 2025Q2: 26,909 shares; 2025Q3: 30,047 shares; 2025Q4: 29,511 shares; 2026Q1: 27,538 shares 27,538 $2.63M 0.2% -1,973 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,140 shares; 2024Q4: 89 shares; 2025Q1: 102,357 shares; 2025Q2: 104,587 shares; 2025Q3: 104,096 shares; 2025Q4: 103,992 shares; 2026Q1: 68,778 shares 68,778 $2.63M 0.2% -35,214 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 3 shares; 2025Q1: 1,414 shares; 2025Q2: 534 shares; 2025Q3: 459 shares; 2025Q4: 459 shares; 2026Q1: 10,733 shares 10,733 $2.62M 0.2% +10,274 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,148 shares; 2024Q4: 4 shares; 2025Q1: 4,070 shares; 2025Q2: 4,224 shares; 2025Q3: 30,044 shares; 2025Q4: 33,989 shares; 2026Q1: 33,900 shares 33,900 $2.61M 0.2% -89 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: 6,472 shares; 2024Q4: 6 shares; 2025Q1: 6,674 shares; 2025Q2: 7,435 shares; 2025Q3: 6,846 shares; 2025Q4: 7,414 shares; 2026Q1: 7,405 shares 7,405 $2.61M 0.2% -9 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: 11,343 shares; 2024Q4: 10 shares; 2025Q1: 11,272 shares; 2025Q2: 11,124 shares; 2025Q3: 11,782 shares; 2025Q4: 11,886 shares; 2026Q1: 12,268 shares 12,268 $2.6M 0.2% +382 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,113 shares; 2024Q4: 5 shares; 2025Q1: 5,427 shares; 2025Q2: 4,534 shares; 2025Q3: 4,519 shares; 2025Q4: 3,626 shares; 2026Q1: 25,426 shares 25,426 $2.6M 0.19% +21,800 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,319 shares; 2024Q4: 27 shares; 2025Q1: 23,679 shares; 2025Q2: 22,353 shares; 2025Q3: 26,232 shares; 2025Q4: 26,370 shares; 2026Q1: 28,157 shares 28,157 $2.59M 0.19% +1,787 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: 14,664 shares; 2024Q4: 14 shares; 2025Q1: 14,188 shares; 2025Q2: 14,274 shares; 2025Q3: 17,234 shares; 2025Q4: 16,659 shares; 2026Q1: 16,210 shares 16,210 $2.59M 0.19% -449 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: 8,692 shares; 2024Q4: 7 shares; 2025Q1: 7,500 shares; 2025Q2: 8,415 shares; 2025Q3: 7,480 shares; 2025Q4: 7,644 shares; 2026Q1: 7,353 shares 7,353 $2.52M 0.19% -291 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,164 shares; 2024Q4: 5 shares; 2025Q1: 5,384 shares; 2025Q2: 36,887 shares; 2025Q3: 41,002 shares; 2025Q4: 47,996 shares; 2026Q1: 51,440 shares 51,440 $2.49M 0.19% +3,444 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: 40,242 shares; 2024Q4: 35 shares; 2025Q1: 34,700 shares; 2025Q2: 33,675 shares; 2025Q3: 31,463 shares; 2025Q4: 29,550 shares; 2026Q1: 31,872 shares 31,872 $2.47M 0.19% +2,322 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,483 shares; 2024Q4: 14 shares; 2025Q1: 8,497 shares; 2025Q2: 6,946 shares; 2025Q3: 6,852 shares; 2025Q4: 17,147 shares; 2026Q1: 17,275 shares 17,275 $2.41M 0.18% +128 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 1,100 shares; 2025Q3: 929 shares; 2025Q4: 637 shares; 2026Q1: 3,425 shares 3,425 $2.41M 0.18% +2,788 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,145 shares; 2024Q4: 3 shares; 2025Q1: 3,111 shares; 2025Q2: 3,016 shares; 2025Q3: 2,983 shares; 2025Q4: 2,633 shares; 2026Q1: 2,409 shares 2,409 $2.4M 0.18% -224 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: 7,660 shares; 2024Q4: 7 shares; 2025Q1: 7,589 shares; 2025Q2: 8,309 shares; 2025Q3: 7,738 shares; 2025Q4: 7,775 shares; 2026Q1: 7,683 shares 7,683 $2.39M 0.18% -92 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: 5,636 shares; 2024Q4: 6 shares; 2025Q1: 5,526 shares; 2025Q2: 5,817 shares; 2025Q3: 8,531 shares; 2025Q4: 12,108 shares; 2026Q1: 11,912 shares 11,912 $2.37M 0.18% -196 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: 12,126 shares; 2024Q4: 9 shares; 2025Q1: 8,994 shares; 2025Q2: 10,992 shares; 2025Q3: 12,673 shares; 2025Q4: 18,691 shares; 2026Q1: 18,237 shares 18,237 $2.35M 0.18% -454 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,572 shares; 2024Q4: 61 shares; 2025Q1: 58,453 shares; 2025Q2: 53,891 shares; 2025Q3: 51,417 shares; 2025Q4: 50,574 shares; 2026Q1: 58,101 shares 58,101 $2.33M 0.18% +7,527 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,205 shares; 2024Q4: 8 shares; 2025Q1: 8,161 shares; 2025Q2: 30,667 shares; 2025Q3: 30,737 shares; 2025Q4: 28,633 shares; 2026Q1: 28,207 shares 28,207 $2.33M 0.17% -426 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,162 shares; 2024Q4: 19 shares; 2025Q1: 13,468 shares; 2025Q2: 1,180 shares; 2025Q3: 7,311 shares; 2025Q4: 6,739 shares; 2026Q1: 6,817 shares 6,817 $2.31M 0.17% +78 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,043 shares; 2024Q4: 5 shares; 2025Q1: 5,058 shares; 2025Q2: 20,334 shares; 2025Q3: 26,395 shares; 2025Q4: 24,975 shares; 2026Q1: 23,432 shares 23,432 $2.29M 0.17% -1,543 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: 32,783 shares; 2024Q4: 30 shares; 2025Q1: 32,959 shares; 2025Q2: 33,162 shares; 2025Q3: 16,627 shares; 2025Q4: 15,864 shares; 2026Q1: 17,175 shares 17,175 $2.25M 0.17% +1,311 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,353 shares; 2024Q4: 8 shares; 2025Q1: 9,542 shares; 2025Q2: 11,780 shares; 2025Q3: 12,719 shares; 2025Q4: 11,531 shares; 2026Q1: 10,418 shares 10,418 $2.24M 0.17% -1,113 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1 shares; 2025Q1: 1,200 shares; 2025Q2: not reported; 2025Q3: 45,817 shares; 2025Q4: 45,831 shares; 2026Q1: 46,350 shares 46,350 $2.24M 0.17% +519 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: 1 shares; 2025Q1: 5,814 shares; 2025Q2: 8,554 shares; 2025Q3: 10,154 shares; 2025Q4: 8,846 shares; 2026Q1: 10,347 shares 10,347 $2.21M 0.17% +1,501 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,563 shares; 2024Q4: 8 shares; 2025Q1: 7,763 shares; 2025Q2: 7,763 shares; 2025Q3: 7,833 shares; 2025Q4: 7,643 shares; 2026Q1: 7,369 shares 7,369 $2.2M 0.17% -274 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,297 shares; 2024Q4: 4 shares; 2025Q1: 4,317 shares; 2025Q2: 5,038 shares; 2025Q3: 49,521 shares; 2025Q4: 48,792 shares; 2026Q1: 27,040 shares 27,040 $2.2M 0.17% -21,752 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 111,890 shares; 2025Q2: 198,390 shares; 2025Q3: 210,310 shares; 2025Q4: 149,640 shares; 2026Q1: 149,785 shares 149,785 $2.16M 0.16% +145 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,938 shares; 2024Q4: 8 shares; 2025Q1: 12,766 shares; 2025Q2: 12,930 shares; 2025Q3: 10,579 shares; 2025Q4: 10,456 shares; 2026Q1: 10,727 shares 10,727 $2.07M 0.16% +271 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,047 shares; 2024Q4: 13 shares; 2025Q1: 13,784 shares; 2025Q2: 13,600 shares; 2025Q3: 13,600 shares; 2025Q4: 13,600 shares; 2026Q1: 13,600 shares 13,600 $2.06M 0.15% 0 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: 14,535 shares; 2024Q4: 14 shares; 2025Q1: 16,243 shares; 2025Q2: 16,113 shares; 2025Q3: 11,155 shares; 2025Q4: 10,675 shares; 2026Q1: 10,720 shares 10,720 $2.06M 0.15% +45 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,625 shares; 2024Q4: 11 shares; 2025Q1: 11,065 shares; 2025Q2: 10,916 shares; 2025Q3: 10,916 shares; 2025Q4: 10,916 shares; 2026Q1: 24,284 shares 24,284 $2.03M 0.15% +13,368 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,133 shares; 2024Q4: 8 shares; 2025Q1: 7,576 shares; 2025Q2: 7,640 shares; 2025Q3: 7,611 shares; 2025Q4: 31,677 shares; 2026Q1: 33,218 shares 33,218 $2.03M 0.15% +1,541 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,705 shares; 2024Q4: 4 shares; 2025Q1: 5,124 shares; 2025Q2: 62,579 shares; 2025Q3: 71,110 shares; 2025Q4: 82,168 shares; 2026Q1: 80,787 shares 80,787 $2.01M 0.15% -1,381 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,107 shares; 2024Q4: 54 shares; 2025Q1: 55,609 shares; 2025Q2: 51,173 shares; 2025Q3: 52,236 shares; 2025Q4: 52,137 shares; 2026Q1: 51,079 shares 51,079 $2.01M 0.15% -1,058 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: 484 shares; 2024Q4: not reported; 2025Q1: 1,060 shares; 2025Q2: 796 shares; 2025Q3: 768 shares; 2025Q4: 13,280 shares; 2026Q1: 13,331 shares 13,331 $2M 0.15% +51 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: 28,620 shares; 2024Q4: 27 shares; 2025Q1: 51,200 shares; 2025Q2: 54,909 shares; 2025Q3: 58,437 shares; 2025Q4: 60,385 shares; 2026Q1: 35,222 shares 35,222 $2M 0.15% -25,163 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: 72,691 shares; 2024Q4: 69 shares; 2025Q1: 75,492 shares; 2025Q2: 70,267 shares; 2025Q3: 46,341 shares; 2025Q4: 37,027 shares; 2026Q1: 38,860 shares 38,860 $1.95M 0.15% +1,833 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: 8,808 shares; 2024Q4: 8 shares; 2025Q1: 9,517 shares; 2025Q2: 9,662 shares; 2025Q3: 7,959 shares; 2025Q4: 7,122 shares; 2026Q1: 16,376 shares 16,376 $1.94M 0.15% +9,254 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,671 shares; 2024Q4: 1 shares; 2025Q1: 2,018 shares; 2025Q2: 26,570 shares; 2025Q3: 33,383 shares; 2025Q4: 38,530 shares; 2026Q1: 40,794 shares 40,794 $1.91M 0.14% +2,264 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,709 shares; 2024Q4: 14 shares; 2025Q1: 18,563 shares; 2025Q2: 11,719 shares; 2025Q3: 701 shares; 2025Q4: 12,311 shares; 2026Q1: 11,566 shares 11,566 $1.9M 0.14% -745 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,432 shares; 2024Q4: 6 shares; 2025Q1: 6,785 shares; 2025Q2: 7,020 shares; 2025Q3: 7,186 shares; 2025Q4: 7,386 shares; 2026Q1: 7,549 shares 7,549 $1.89M 0.14% +163 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: 6,493 shares; 2024Q4: 6 shares; 2025Q1: 6,342 shares; 2025Q2: 6,342 shares; 2025Q3: 6,340 shares; 2025Q4: 6,506 shares; 2026Q1: 6,575 shares 6,575 $1.89M 0.14% +69 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,728 shares; 2024Q4: 3 shares; 2025Q1: 3,147 shares; 2025Q2: 3,170 shares; 2025Q3: 3,034 shares; 2025Q4: 2,480 shares; 2026Q1: 2,519 shares 2,519 $1.86M 0.14% +39 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10 shares; 2025Q1: 10,272 shares; 2025Q2: 10,516 shares; 2025Q3: 10,485 shares; 2025Q4: 10,475 shares; 2026Q1: 10,674 shares 10,674 $1.85M 0.14% +199 Timeline FDL 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: 30,314 shares; 2024Q4: 30 shares; 2025Q1: 30,239 shares; 2025Q2: 31,606 shares; 2025Q3: 36,581 shares; 2025Q4: 35,682 shares; 2026Q1: 36,011 shares 36,011 $1.83M 0.14% +329 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: 12,968 shares; 2024Q4: 13 shares; 2025Q1: 13,799 shares; 2025Q2: 15,758 shares; 2025Q3: 14,340 shares; 2025Q4: 13,544 shares; 2026Q1: 12,315 shares 12,315 $1.82M 0.14% -1,229 Timeline SKYY 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: 16,618 shares; 2024Q4: 16 shares; 2025Q1: 16,435 shares; 2025Q2: 16,095 shares; 2025Q3: 17,787 shares; 2025Q4: 17,288 shares; 2026Q1: 16,571 shares 16,571 $1.81M 0.14% -717 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,935 shares; 2024Q4: 21 shares; 2025Q1: 20,840 shares; 2025Q2: 21,272 shares; 2025Q3: 18,583 shares; 2025Q4: 18,676 shares; 2026Q1: 18,741 shares 18,741 $1.81M 0.14% +65 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: not reported; 2025Q1: 4,982 shares; 2025Q2: 7,054 shares; 2025Q3: 28,199 shares; 2025Q4: 32,949 shares; 2026Q1: 33,890 shares 33,890 $1.73M 0.13% +941 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5 shares; 2025Q1: 6,055 shares; 2025Q2: 6,277 shares; 2025Q3: 6,413 shares; 2025Q4: 6,747 shares; 2026Q1: 6,929 shares 6,929 $1.72M 0.13% +182 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: 29,688 shares; 2024Q4: 30 shares; 2025Q1: 35,001 shares; 2025Q2: 38,500 shares; 2025Q3: 21,392 shares; 2025Q4: 23,382 shares; 2026Q1: 24,669 shares 24,669 $1.72M 0.13% +1,287 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,314 shares; 2025Q4: 6,664 shares; 2026Q1: 6,840 shares 6,840 $1.71M 0.13% +176 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 1,651 shares; 2026Q1: 34,315 shares 34,315 $1.7M 0.13% +32,664 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to 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: 7,326 shares; 2026Q1: 7,743 shares 7,743 $1.69M 0.13% +417 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1 shares; 2025Q1: 16,876 shares; 2025Q2: 20,266 shares; 2025Q3: 21,153 shares; 2025Q4: 18,295 shares; 2026Q1: 18,503 shares 18,503 $1.68M 0.13% +208 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 3 shares; 2025Q1: 3,500 shares; 2025Q2: 225 shares; 2025Q3: 510 shares; 2025Q4: 13,700 shares; 2026Q1: 13,885 shares 13,885 $1.67M 0.13% +185 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 802 shares; 2024Q4: not reported; 2025Q1: 16 shares; 2025Q2: 16 shares; 2025Q3: 16 shares; 2025Q4: 29 shares; 2026Q1: 7,212 shares 7,212 $1.67M 0.12% +7,183 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,580 shares; 2024Q4: 9 shares; 2025Q1: 10,024 shares; 2025Q2: 23,056 shares; 2025Q3: 25,264 shares; 2025Q4: 25,998 shares; 2026Q1: 23,916 shares 23,916 $1.64M 0.12% -2,082 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: 1 shares; 2025Q1: 1,456 shares; 2025Q2: 1,566 shares; 2025Q3: 1,615 shares; 2025Q4: 1,694 shares; 2026Q1: 1,700 shares 1,700 $1.64M 0.12% +6 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: 6,230 shares; 2024Q4: 6 shares; 2025Q1: 6,196 shares; 2025Q2: 6,194 shares; 2025Q3: 6,313 shares; 2025Q4: 6,322 shares; 2026Q1: 6,231 shares 6,231 $1.63M 0.12% -91 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,957 shares 50,957 $1.63M 0.12% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,917 shares; 2024Q4: 11 shares; 2025Q1: 11,474 shares; 2025Q2: 11,720 shares; 2025Q3: 11,940 shares; 2025Q4: 11,513 shares; 2026Q1: 11,871 shares 11,871 $1.61M 0.12% +358 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360,806 shares; 2024Q4: 360 shares; 2025Q1: 361,819 shares; 2025Q2: 10,905 shares; 2025Q3: 9,533 shares; 2025Q4: 9,637 shares; 2026Q1: 9,704 shares 9,704 $1.57M 0.12% +67 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,414 shares; 2024Q4: 37 shares; 2025Q1: 36,445 shares; 2025Q2: 31,295 shares; 2025Q3: 30,895 shares; 2025Q4: 30,595 shares; 2026Q1: 29,620 shares 29,620 $1.56M 0.12% -975 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 99 shares; 2025Q2: 99 shares; 2025Q3: 99 shares; 2025Q4: 154 shares; 2026Q1: 6,501 shares 6,501 $1.55M 0.12% +6,347 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: 14,058 shares; 2024Q4: 11 shares; 2025Q1: 12,654 shares; 2025Q2: 9,798 shares; 2025Q3: 8,539 shares; 2025Q4: 7,820 shares; 2026Q1: 34,948 shares 34,948 $1.54M 0.12% +27,128 Timeline VAL VALARIS LTD More: the full row for VALARIS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,040 shares; 2024Q4: 11 shares; 2025Q1: 13,685 shares; 2025Q2: 15,710 shares; 2025Q3: 15,710 shares; 2025Q4: 15,710 shares; 2026Q1: 15,710 shares 15,710 $1.54M 0.12% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,461 shares; 2024Q4: 5 shares; 2025Q1: 5,743 shares; 2025Q2: 5,961 shares; 2025Q3: 6,074 shares; 2025Q4: 6,273 shares; 2026Q1: 6,400 shares 6,400 $1.53M 0.11% +127 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,086 shares; 2024Q4: 4 shares; 2025Q1: 4,562 shares; 2025Q2: 4,658 shares; 2025Q3: 4,493 shares; 2025Q4: 4,475 shares; 2026Q1: 6,646 shares 6,646 $1.53M 0.11% +2,171 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38 shares; 2024Q4: not reported; 2025Q1: 151 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 3,019 shares; 2026Q1: 3,101 shares 3,101 $1.52M 0.11% +82 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,112 shares; 2024Q4: 21 shares; 2025Q1: 22,951 shares; 2025Q2: 24,904 shares; 2025Q3: 28,017 shares; 2025Q4: 27,513 shares; 2026Q1: 31,582 shares 31,582 $1.52M 0.11% +4,069 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: not reported; 2025Q1: 115 shares; 2025Q2: 2,073 shares; 2025Q3: 2,387 shares; 2025Q4: 3,495 shares; 2026Q1: 2,803 shares 2,803 $1.52M 0.11% -692 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: 398 shares; 2024Q4: not reported; 2025Q1: 441 shares; 2025Q2: 518 shares; 2025Q3: 1,669 shares; 2025Q4: 1,831 shares; 2026Q1: 1,788 shares 1,788 $1.51M 0.11% -43 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,635 shares; 2024Q4: 8 shares; 2025Q1: 8,520 shares; 2025Q2: 8,919 shares; 2025Q3: 9,090 shares; 2025Q4: 7,793 shares; 2026Q1: 8,437 shares 8,437 $1.51M 0.11% +644 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: 7,014 shares; 2024Q4: 6 shares; 2025Q1: 7,017 shares; 2025Q2: 6,106 shares; 2025Q3: 5,717 shares; 2025Q4: 5,532 shares; 2026Q1: 4,959 shares 4,959 $1.5M 0.11% -573 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,038 shares; 2024Q4: 71 shares; 2025Q1: 63,220 shares; 2025Q2: 52,237 shares; 2025Q3: 35,821 shares; 2025Q4: 34,218 shares; 2026Q1: 31,848 shares 31,848 $1.5M 0.11% -2,370 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,323 shares; 2024Q4: 7 shares; 2025Q1: 12,224 shares; 2025Q2: 13,649 shares; 2025Q3: 14,103 shares; 2025Q4: 15,753 shares; 2026Q1: 14,771 shares 14,771 $1.49M 0.11% -982 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,454 shares; 2024Q4: 8 shares; 2025Q1: 11,089 shares; 2025Q2: 11,564 shares; 2025Q3: 11,080 shares; 2025Q4: 11,080 shares; 2026Q1: 10,421 shares 10,421 $1.48M 0.11% -659 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,154 shares; 2024Q4: 6 shares; 2025Q1: 4,907 shares; 2025Q2: 4,922 shares; 2025Q3: 12,441 shares; 2025Q4: 15,005 shares; 2026Q1: 16,590 shares 16,590 $1.47M 0.11% +1,585 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,824 shares; 2024Q4: 3 shares; 2025Q1: 3,649 shares; 2025Q2: 3,475 shares; 2025Q3: 3,441 shares; 2025Q4: 3,373 shares; 2026Q1: 15,500 shares 15,500 $1.46M 0.11% +12,127 Timeline TIC TIC SOLUTIONS INC More: the full row for TIC SOLUTIONS 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: 220,430 shares; 2026Q1: 220,989 shares 220,989 $1.45M 0.11% +559 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: 4,019 shares; 2024Q4: 3 shares; 2025Q1: 4,718 shares; 2025Q2: 3,242 shares; 2025Q3: 3,199 shares; 2025Q4: 27,741 shares; 2026Q1: 14,981 shares 14,981 $1.44M 0.11% -12,760 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,172 shares; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,023 shares; 2025Q4: 27,191 shares; 2026Q1: 29,594 shares 29,594 $1.43M 0.11% +2,403 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: 2,191 shares; 2024Q4: 3 shares; 2025Q1: 3,733 shares; 2025Q2: 6,208 shares; 2025Q3: 6,755 shares; 2025Q4: 6,918 shares; 2026Q1: 9,433 shares 9,433 $1.42M 0.11% +2,515 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: 4,040 shares; 2024Q4: 4 shares; 2025Q1: 4,595 shares; 2025Q2: 3,413 shares; 2025Q3: 3,493 shares; 2025Q4: 3,775 shares; 2026Q1: 3,826 shares 3,826 $1.42M 0.11% +51 Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,315 shares; 2024Q4: 29 shares; 2025Q1: 33,272 shares; 2025Q2: 35,297 shares; 2025Q3: 34,712 shares; 2025Q4: 34,197 shares; 2026Q1: 31,497 shares 31,497 $1.42M 0.11% -2,700 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: not reported; 2025Q1: 123 shares; 2025Q2: 416 shares; 2025Q3: 406 shares; 2025Q4: 385 shares; 2026Q1: 6,685 shares 6,685 $1.4M 0.1% +6,300 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 3 shares; 2025Q1: 3,842 shares; 2025Q2: 4,281 shares; 2025Q3: 4,989 shares; 2025Q4: 5,253 shares; 2026Q1: 4,921 shares 4,921 $1.4M 0.1% -332 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,685 shares; 2024Q4: 41 shares; 2025Q1: 41,171 shares; 2025Q2: 40,415 shares; 2025Q3: 39,359 shares; 2025Q4: 36,396 shares; 2026Q1: 35,134 shares 35,134 $1.4M 0.1% -1,262 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: 7,506 shares; 2024Q4: 7 shares; 2025Q1: 7,800 shares; 2025Q2: 8,404 shares; 2025Q3: 8,846 shares; 2025Q4: 8,799 shares; 2026Q1: 9,482 shares 9,482 $1.39M 0.1% +683 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,963 shares; 2024Q4: 17 shares; 2025Q1: 1,758 shares; 2025Q2: 1,758 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 61,763 shares 61,763 $1.38M 0.1% +60,721 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: 2,523 shares; 2024Q4: 2 shares; 2025Q1: 2,395 shares; 2025Q2: 5,423 shares; 2025Q3: 6,804 shares; 2025Q4: 6,932 shares; 2026Q1: 6,690 shares 6,690 $1.38M 0.1% -242 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,065 shares; 2024Q4: 10 shares; 2025Q1: 10,370 shares; 2025Q2: 13,863 shares; 2025Q3: 9,465 shares; 2025Q4: 9,340 shares; 2026Q1: 8,929 shares 8,929 $1.38M 0.1% -411 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,465 shares; 2024Q4: 6 shares; 2025Q1: 6,872 shares; 2025Q2: 6,467 shares; 2025Q3: 6,100 shares; 2025Q4: 6,362 shares; 2026Q1: 8,257 shares 8,257 $1.37M 0.1% +1,895 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,461 shares; 2024Q4: 32 shares; 2025Q1: 34,684 shares; 2025Q2: 35,870 shares; 2025Q3: 35,294 shares; 2025Q4: 30,852 shares; 2026Q1: 24,593 shares 24,593 $1.36M 0.1% -6,259 Timeline HYDB 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: 1,134 shares; 2024Q4: 1 shares; 2025Q1: 1,134 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,134 shares; 2026Q1: 29,100 shares 29,100 $1.35M 0.1% +27,966 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: 68,738 shares; 2024Q4: 60 shares; 2025Q1: 59,364 shares; 2025Q2: 63,434 shares; 2025Q3: 66,844 shares; 2025Q4: 66,662 shares; 2026Q1: 70,053 shares 70,053 $1.35M 0.1% +3,391 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,760 shares; 2024Q4: 32 shares; 2025Q1: 34,409 shares; 2025Q2: 34,319 shares; 2025Q3: 34,004 shares; 2025Q4: 33,394 shares; 2026Q1: 35,576 shares 35,576 $1.35M 0.1% +2,182 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,776 shares; 2024Q4: 11 shares; 2025Q1: 11,712 shares; 2025Q2: 10,420 shares; 2025Q3: 10,363 shares; 2025Q4: 11,057 shares; 2026Q1: 12,197 shares 12,197 $1.34M 0.1% +1,140 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,595 shares; 2024Q4: 22 shares; 2025Q1: 32,195 shares; 2025Q2: 30,995 shares; 2025Q3: 30,579 shares; 2025Q4: 37,225 shares; 2026Q1: 61,886 shares 61,886 $1.34M 0.1% +24,661 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,557 shares; 2024Q4: 24 shares; 2025Q1: 23,591 shares; 2025Q2: 22,204 shares; 2025Q3: 26,378 shares; 2025Q4: 26,092 shares; 2026Q1: 26,329 shares 26,329 $1.34M 0.1% +237 Timeline VMBS 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: 8,708 shares; 2024Q4: 8 shares; 2025Q1: 8,301 shares; 2025Q2: 25,142 shares; 2025Q3: 26,745 shares; 2025Q4: 28,201 shares; 2026Q1: 28,472 shares 28,472 $1.34M 0.1% +271 Timeline TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,305 shares; 2024Q4: 12 shares; 2025Q1: 13,920 shares; 2025Q2: 15,995 shares; 2025Q3: 15,995 shares; 2025Q4: 15,995 shares; 2026Q1: 15,995 shares 15,995 $1.34M 0.1% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5 shares; 2025Q1: 6,259 shares; 2025Q2: 6,510 shares; 2025Q3: 5,068 shares; 2025Q4: 4,155 shares; 2026Q1: 4,253 shares 4,253 $1.34M 0.1% +98 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 9 shares; 2025Q1: 5,387 shares; 2025Q2: 5,646 shares; 2025Q3: 26,453 shares; 2025Q4: 27,928 shares; 2026Q1: 26,472 shares 26,472 $1.33M 0.1% -1,456 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: 4,287 shares; 2024Q4: 3 shares; 2025Q1: 3,593 shares; 2025Q2: 3,492 shares; 2025Q3: 3,422 shares; 2025Q4: 3,083 shares; 2026Q1: 3,132 shares 3,132 $1.33M 0.1% +49 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,358 shares; 2024Q4: 15 shares; 2025Q1: 15,358 shares; 2025Q2: 15,358 shares; 2025Q3: 15,463 shares; 2025Q4: 15,243 shares; 2026Q1: 14,318 shares 14,318 $1.33M 0.1% -925 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 8 shares; 2025Q1: 14,426 shares; 2025Q2: 16,572 shares; 2025Q3: 23,247 shares; 2025Q4: 27,717 shares; 2026Q1: 26,355 shares 26,355 $1.33M 0.1% -1,362 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 13 shares; 2025Q1: 8,337 shares; 2025Q2: 6,474 shares; 2025Q3: 45,100 shares; 2025Q4: 38,591 shares; 2026Q1: 46,032 shares 46,032 $1.32M 0.1% +7,441 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: 7,003 shares; 2024Q4: 5 shares; 2025Q1: 5,218 shares; 2025Q2: 6,468 shares; 2025Q3: 6,652 shares; 2025Q4: 6,619 shares; 2026Q1: 6,799 shares 6,799 $1.32M 0.1% +180 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,856 shares; 2024Q4: 3 shares; 2025Q1: 3,709 shares; 2025Q2: 2,738 shares; 2025Q3: 3,594 shares; 2025Q4: 5,415 shares; 2026Q1: 8,761 shares 8,761 $1.32M 0.1% +3,346 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5 shares; 2025Q1: 5,824 shares; 2025Q2: 6,128 shares; 2025Q3: 6,628 shares; 2025Q4: 5,763 shares; 2026Q1: 6,692 shares 6,692 $1.31M 0.1% +929 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: 7,459 shares; 2024Q4: 8 shares; 2025Q1: 8,617 shares; 2025Q2: 9,369 shares; 2025Q3: 18,403 shares; 2025Q4: 21,418 shares; 2026Q1: 26,539 shares 26,539 $1.31M 0.1% +5,121 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,695 shares; 2024Q4: 11 shares; 2025Q1: 10,943 shares; 2025Q2: 10,555 shares; 2025Q3: 9,257 shares; 2025Q4: 12,101 shares; 2026Q1: 26,222 shares 26,222 $1.3M 0.1% +14,121 Timeline SN SHARKNINJA INC More: the full row for SHARKNINJA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,150 shares; 2024Q4: 6 shares; 2025Q1: 10,226 shares; 2025Q2: 15,996 shares; 2025Q3: 15,479 shares; 2025Q4: 15,625 shares; 2026Q1: 12,274 shares 12,274 $1.3M 0.1% -3,351 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: 34,920 shares; 2024Q4: 36 shares; 2025Q1: 37,295 shares; 2025Q2: 30,261 shares; 2025Q3: 22,378 shares; 2025Q4: 22,089 shares; 2026Q1: 8,765 shares 8,765 $1.29M 0.1% -13,324 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,371 shares; 2024Q4: 52 shares; 2025Q1: 66,791 shares; 2025Q2: 85,130 shares; 2025Q3: 96,456 shares; 2025Q4: 101,872 shares; 2026Q1: 68,597 shares 68,597 $1.29M 0.1% -33,275 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,582 shares; 2024Q4: 50 shares; 2025Q1: 49,667 shares; 2025Q2: 49,607 shares; 2025Q3: 51,729 shares; 2025Q4: 44,428 shares; 2026Q1: 42,145 shares 42,145 $1.28M 0.1% -2,283 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,210 shares; 2024Q4: 5 shares; 2025Q1: 5,748 shares; 2025Q2: 5,955 shares; 2025Q3: 6,061 shares; 2025Q4: 96 shares; 2026Q1: 4,352 shares 4,352 $1.26M 0.09% +4,256 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3 shares; 2025Q1: 3,050 shares; 2025Q2: 648 shares; 2025Q3: 1,004 shares; 2025Q4: 12,453 shares; 2026Q1: 12,477 shares 12,477 $1.25M 0.09% +24 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: 7,286 shares; 2024Q4: 7 shares; 2025Q1: 7,379 shares; 2025Q2: 7,219 shares; 2025Q3: 6,893 shares; 2025Q4: 6,922 shares; 2026Q1: 6,882 shares 6,882 $1.25M 0.09% -40 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,833 shares; 2024Q4: 3 shares; 2025Q1: 3,463 shares; 2025Q2: 4,717 shares; 2025Q3: 4,673 shares; 2025Q4: 4,813 shares; 2026Q1: 5,473 shares 5,473 $1.24M 0.09% +660 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,703 shares; 2024Q4: 21 shares; 2025Q1: 19,060 shares; 2025Q2: 16,979 shares; 2025Q3: 15,861 shares; 2025Q4: 15,701 shares; 2026Q1: 15,529 shares 15,529 $1.24M 0.09% -172 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,551 shares; 2024Q4: 12 shares; 2025Q1: 12,068 shares; 2025Q2: 15,706 shares; 2025Q3: 29,699 shares; 2025Q4: 26,334 shares; 2026Q1: 26,349 shares 26,349 $1.23M 0.09% +15 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,405 shares; 2024Q4: 24 shares; 2025Q1: 23,791 shares; 2025Q2: 24,422 shares; 2025Q3: 24,023 shares; 2025Q4: 23,580 shares; 2026Q1: 15,366 shares 15,366 $1.22M 0.09% -8,214 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13 shares; 2024Q4: not reported; 2025Q1: 33 shares; 2025Q2: 72 shares; 2025Q3: 68 shares; 2025Q4: 233 shares; 2026Q1: 10,316 shares 10,316 $1.22M 0.09% +10,083 Timeline EES 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: 7,871 shares; 2024Q4: 8 shares; 2025Q1: 9,901 shares; 2025Q2: 10,125 shares; 2025Q3: 11,389 shares; 2025Q4: 17,762 shares; 2026Q1: 20,897 shares 20,897 $1.21M 0.09% +3,135 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: 20,872 shares; 2024Q4: 20 shares; 2025Q1: 21,306 shares; 2025Q2: 21,543 shares; 2025Q3: 21,946 shares; 2025Q4: 22,069 shares; 2026Q1: 22,923 shares 22,923 $1.21M 0.09% +854 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 8 shares; 2025Q1: 8,936 shares; 2025Q2: 8,556 shares; 2025Q3: 8,735 shares; 2025Q4: 9,030 shares; 2026Q1: 9,391 shares 9,391 $1.2M 0.09% +361 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,033 shares; 2026Q1: 58,513 shares 58,513 $1.19M 0.09% +56,480 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 5 shares; 2025Q1: 5,696 shares; 2025Q2: 5,682 shares; 2025Q3: 5,620 shares; 2025Q4: 7,168 shares; 2026Q1: 8,020 shares 8,020 $1.18M 0.09% +852 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: not reported; 2025Q1: 4,420 shares; 2025Q2: 8,032 shares; 2025Q3: 9,127 shares; 2025Q4: 7,512 shares; 2026Q1: 5,391 shares 5,391 $1.17M 0.09% -2,121 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,204 shares; 2024Q4: 5 shares; 2025Q1: 5,691 shares; 2025Q2: 5,116 shares; 2025Q3: 5,164 shares; 2025Q4: 5,414 shares; 2026Q1: 5,564 shares 5,564 $1.16M 0.09% +150 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492 shares; 2024Q4: 2 shares; 2025Q1: 2,256 shares; 2025Q2: 2,313 shares; 2025Q3: 2,437 shares; 2025Q4: 2,529 shares; 2026Q1: 2,646 shares 2,646 $1.15M 0.09% +117 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,521 shares; 2024Q4: 5 shares; 2025Q1: 7,656 shares; 2025Q2: 6,135 shares; 2025Q3: 6,545 shares; 2025Q4: 6,423 shares; 2026Q1: 5,805 shares 5,805 $1.15M 0.09% -618 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: 3,277 shares; 2024Q4: 3 shares; 2025Q1: 3,249 shares; 2025Q2: 3,401 shares; 2025Q3: 3,476 shares; 2025Q4: 3,510 shares; 2026Q1: 3,579 shares 3,579 $1.12M 0.08% +69 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 1 shares; 2025Q1: 2,442 shares; 2025Q2: 2,442 shares; 2025Q3: 2,279 shares; 2025Q4: 5,641 shares; 2026Q1: 21,560 shares 21,560 $1.12M 0.08% +15,919 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: 19,397 shares; 2024Q4: 27 shares; 2025Q1: 29,839 shares; 2025Q2: 30,883 shares; 2025Q3: 19,252 shares; 2025Q4: 19,266 shares; 2026Q1: 18,650 shares 18,650 $1.11M 0.08% -616 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,685 shares; 2024Q4: 4 shares; 2025Q1: 4,811 shares; 2025Q2: 4,929 shares; 2025Q3: 4,985 shares; 2025Q4: 4,809 shares; 2026Q1: 4,694 shares 4,694 $1.11M 0.08% -115 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,337 shares; 2024Q4: 52 shares; 2025Q1: 206,064 shares; 2025Q2: 139,670 shares; 2025Q3: 135,536 shares; 2025Q4: 38,679 shares; 2026Q1: 38,193 shares 38,193 $1.11M 0.08% -486 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,183 shares; 2024Q4: 21 shares; 2025Q1: 24,910 shares; 2025Q2: 24,846 shares; 2025Q3: 24,000 shares; 2025Q4: 24,318 shares; 2026Q1: 17,747 shares 17,747 $1.1M 0.08% -6,571 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,350 shares; 2024Q4: 6 shares; 2025Q1: 5,844 shares; 2025Q2: 5,472 shares; 2025Q3: 6,048 shares; 2025Q4: 6,404 shares; 2026Q1: 6,621 shares 6,621 $1.1M 0.08% +217 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,598 shares; 2024Q4: 11 shares; 2025Q1: 12,580 shares; 2025Q2: 11,118 shares; 2025Q3: 6,494 shares; 2025Q4: 6,651 shares; 2026Q1: 5,824 shares 5,824 $1.09M 0.08% -827 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,075 shares; 2024Q4: 19 shares; 2025Q1: 18,983 shares; 2025Q2: 18,863 shares; 2025Q3: 18,401 shares; 2025Q4: 26,700 shares; 2026Q1: 26,647 shares 26,647 $1.08M 0.08% -53 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: 61,834 shares; 2024Q4: 54 shares; 2025Q1: 54,307 shares; 2025Q2: 38,116 shares; 2025Q3: 39,997 shares; 2025Q4: 36,864 shares; 2026Q1: 38,311 shares 38,311 $1.08M 0.08% +1,447 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: 21,476 shares; 2024Q4: 18 shares; 2025Q1: 19,104 shares; 2025Q2: 21,873 shares; 2025Q3: 21,551 shares; 2025Q4: 21,990 shares; 2026Q1: 21,992 shares 21,992 $1.07M 0.08% +2 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,307 shares; 2026Q1: 11,747 shares 11,747 $1.07M 0.08% -2,560 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: 22,533 shares; 2024Q4: 22 shares; 2025Q1: 24,207 shares; 2025Q2: 24,392 shares; 2025Q3: 24,327 shares; 2025Q4: 18,151 shares; 2026Q1: 18,011 shares 18,011 $1.06M 0.08% -140 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5 shares; 2025Q1: 5,069 shares; 2025Q2: 4,090 shares; 2025Q3: 4,367 shares; 2025Q4: 4,332 shares; 2026Q1: 3,934 shares 3,934 $1.04M 0.08% -398 Timeline 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: 98,126 shares; 2024Q4: 94 shares; 2025Q1: 100,123 shares; 2025Q2: 106,334 shares; 2025Q3: 59,295 shares; 2025Q4: 59,771 shares; 2026Q1: 58,837 shares 58,837 $1.04M 0.08% -934 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 4 shares; 2025Q1: 5,063 shares; 2025Q2: 5,847 shares; 2025Q3: 5,536 shares; 2025Q4: 5,310 shares; 2026Q1: 5,006 shares 5,006 $1.04M 0.08% -304 Timeline XSOE 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: 15,829 shares; 2024Q4: 16 shares; 2025Q1: 27,683 shares; 2025Q2: 28,172 shares; 2025Q3: 30,624 shares; 2025Q4: 29,180 shares; 2026Q1: 25,778 shares 25,778 $1.03M 0.08% -3,402 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: 10,386 shares; 2024Q4: 9 shares; 2025Q1: 9,925 shares; 2025Q2: 9,718 shares; 2025Q3: 9,894 shares; 2025Q4: 9,742 shares; 2026Q1: 9,726 shares 9,726 $1.03M 0.08% -16 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: not reported; 2025Q1: 1,245 shares; 2025Q2: 15,030 shares; 2025Q3: 16,955 shares; 2025Q4: 20,136 shares; 2026Q1: 22,505 shares 22,505 $1.03M 0.08% +2,369 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,099 shares; 2024Q4: 6 shares; 2025Q1: 6,577 shares; 2025Q2: 6,665 shares; 2025Q3: 6,687 shares; 2025Q4: 7,590 shares; 2026Q1: 7,062 shares 7,062 $1.03M 0.08% -528 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2 shares; 2025Q1: 4,179 shares; 2025Q2: 5,575 shares; 2025Q3: 5,846 shares; 2025Q4: 8,394 shares; 2026Q1: 8,405 shares 8,405 $1.02M 0.08% +11 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: 2 shares; 2025Q1: 3,055 shares; 2025Q2: 3,201 shares; 2025Q3: 3,284 shares; 2025Q4: 3,363 shares; 2026Q1: 3,499 shares 3,499 $1.02M 0.08% +136 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,843 shares 13,843 $1.02M 0.08% new 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: 8,067 shares; 2024Q4: 8 shares; 2025Q1: 8,688 shares; 2025Q2: 9,134 shares; 2025Q3: 9,364 shares; 2025Q4: 9,798 shares; 2026Q1: 9,918 shares 9,918 $1.02M 0.08% +120 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375 shares; 2024Q4: not reported; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 375 shares; 2025Q4: 385 shares; 2026Q1: 17,170 shares 17,170 $1.01M 0.08% +16,785 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,287 shares; 2024Q4: 3 shares; 2025Q1: 3,418 shares; 2025Q2: 6,097 shares; 2025Q3: 5,085 shares; 2025Q4: 4,913 shares; 2026Q1: 4,878 shares 4,878 $1.01M 0.08% -35 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,237 shares; 2024Q4: 25 shares; 2025Q1: 28,110 shares; 2025Q2: 29,110 shares; 2025Q3: 31,626 shares; 2025Q4: 31,829 shares; 2026Q1: 30,005 shares 30,005 $1.01M 0.08% -1,824 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: 14,182 shares; 2024Q4: 11 shares; 2025Q1: 10,446 shares; 2025Q2: 10,586 shares; 2025Q3: 10,603 shares; 2025Q4: 24,090 shares; 2026Q1: 21,750 shares 21,750 $998K 0.07% -2,340 Timeline XAR 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: 3,995 shares; 2024Q4: 3 shares; 2025Q1: 4,055 shares; 2025Q2: 4,406 shares; 2025Q3: 4,367 shares; 2025Q4: 4,325 shares; 2026Q1: 3,840 shares 3,840 $975K 0.07% -485 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4 shares; 2025Q1: 4,104 shares; 2025Q2: 4,879 shares; 2025Q3: 4,789 shares; 2025Q4: 4,648 shares; 2026Q1: 3,927 shares 3,927 $970K 0.07% -721 Timeline DNNGY ORSTED A/S (DENMARK) More: the full row for ORSTED A/S (DENMARK) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,352 shares; 2025Q4: 120,921 shares; 2026Q1: 120,921 shares 120,921 $970K 0.07% 0 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,895 shares; 2024Q4: 30 shares; 2025Q1: 34,062 shares; 2025Q2: 33,942 shares; 2025Q3: 33,942 shares; 2025Q4: 33,942 shares; 2026Q1: 30,742 shares 30,742 $968K 0.07% -3,200 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 5 shares; 2025Q1: 6,092 shares; 2025Q2: 7,164 shares; 2025Q3: 6,531 shares; 2025Q4: 6,801 shares; 2026Q1: 3,976 shares 3,976 $966K 0.07% -2,825 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: 8,300 shares; 2024Q4: 7 shares; 2025Q1: 7,586 shares; 2025Q2: 7,414 shares; 2025Q3: 7,399 shares; 2025Q4: 15,259 shares; 2026Q1: 15,766 shares 15,766 $966K 0.07% +507 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,696 shares; 2024Q4: 1 shares; 2025Q1: 1,840 shares; 2025Q2: 2,099 shares; 2025Q3: 2,032 shares; 2025Q4: 2,296 shares; 2026Q1: 2,513 shares 2,513 $963K 0.07% +217 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,606 shares; 2024Q4: 11 shares; 2025Q1: 7,835 shares; 2025Q2: 6,273 shares; 2025Q3: 3,398 shares; 2025Q4: 3,200 shares; 2026Q1: 3,556 shares 3,556 $962K 0.07% +356 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: 17,181 shares; 2024Q4: 14 shares; 2025Q1: 16,720 shares; 2025Q2: 16,802 shares; 2025Q3: 17,023 shares; 2025Q4: 13,125 shares; 2026Q1: 14,555 shares 14,555 $961K 0.07% +1,430 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,278 shares; 2024Q4: 58 shares; 2025Q1: 61,482 shares; 2025Q2: 70,356 shares; 2025Q3: 7,118 shares; 2025Q4: 6,679 shares; 2026Q1: 22,345 shares 22,345 $951K 0.07% +15,666 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: 3,122 shares; 2024Q4: 4 shares; 2025Q1: 3,395 shares; 2025Q2: 2,476 shares; 2025Q3: 5,622 shares; 2025Q4: 5,678 shares; 2026Q1: 6,493 shares 6,493 $950K 0.07% +815 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,100 shares; 2024Q4: 95 shares; 2025Q1: 105,735 shares; 2025Q2: 142,855 shares; 2025Q3: 121,978 shares; 2025Q4: 119,386 shares; 2026Q1: 114,963 shares 114,963 $950K 0.07% -4,423 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 131,410 shares; 2025Q3: 135,659 shares; 2025Q4: 143,279 shares; 2026Q1: 143,977 shares 143,977 $946K 0.07% +698 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,726 shares; 2024Q4: 1 shares; 2025Q1: 1,726 shares; 2025Q2: 2,979 shares; 2025Q3: 2,974 shares; 2025Q4: 3,122 shares; 2026Q1: 3,201 shares 3,201 $946K 0.07% +79 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 938 shares; 2024Q4: 1 shares; 2025Q1: 2,687 shares; 2025Q2: 3,715 shares; 2025Q3: 40,766 shares; 2025Q4: 42,852 shares; 2026Q1: 42,593 shares 42,593 $931K 0.07% -259 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: not reported; 2025Q1: 96 shares; 2025Q2: 199 shares; 2025Q3: 1,828 shares; 2025Q4: 2,992 shares; 2026Q1: 2,877 shares 2,877 $915K 0.07% -115 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,037 shares; 2024Q4: 53 shares; 2025Q1: 53,087 shares; 2025Q2: 50,587 shares; 2025Q3: 51,028 shares; 2025Q4: 48,738 shares; 2026Q1: 42,788 shares 42,788 $912K 0.07% -5,950 Timeline CDLR CADELER A S More: the full row for CADELER A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 26 shares; 2025Q1: 38,747 shares; 2025Q2: 38,747 shares; 2025Q3: 38,747 shares; 2025Q4: 38,747 shares; 2026Q1: 38,747 shares 38,747 $912K 0.07% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,570 shares; 2024Q4: 51 shares; 2025Q1: 48,125 shares; 2025Q2: 51,887 shares; 2025Q3: 34,935 shares; 2025Q4: 35,886 shares; 2026Q1: 36,645 shares 36,645 $908K 0.07% +759 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: 1 shares; 2025Q1: 1,502 shares; 2025Q2: 1,804 shares; 2025Q3: 3,425 shares; 2025Q4: 4,404 shares; 2026Q1: 5,256 shares 5,256 $907K 0.07% +852 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2 shares; 2025Q1: 2,125 shares; 2025Q2: 1,966 shares; 2025Q3: 1,950 shares; 2025Q4: 1,645 shares; 2026Q1: 1,048 shares 1,048 $907K 0.07% -597 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,508 shares; 2024Q4: 3 shares; 2025Q1: 3,438 shares; 2025Q2: 3,463 shares; 2025Q3: 3,477 shares; 2025Q4: 21,917 shares; 2026Q1: 21,915 shares 21,915 $904K 0.07% -2 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: 15,959 shares; 2024Q4: 15 shares; 2025Q1: 15,717 shares; 2025Q2: 1,739 shares; 2025Q3: 1,614 shares; 2025Q4: 1,617 shares; 2026Q1: 1,604 shares 1,604 $904K 0.07% -13 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,809 shares; 2024Q4: 11 shares; 2025Q1: 12,014 shares; 2025Q2: 9,365 shares; 2025Q3: 8,932 shares; 2025Q4: 8,937 shares; 2026Q1: 7,506 shares 7,506 $890K 0.07% -1,431 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,305 shares; 2024Q4: 54 shares; 2025Q1: 53,969 shares; 2025Q2: 52,719 shares; 2025Q3: 52,719 shares; 2025Q4: 52,719 shares; 2026Q1: 50,648 shares 50,648 $890K 0.07% -2,071 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,369 shares; 2024Q4: 6 shares; 2025Q1: 6,104 shares; 2025Q2: 8,090 shares; 2025Q3: 10,432 shares; 2025Q4: 11,134 shares; 2026Q1: 12,074 shares 12,074 $889K 0.07% +940 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: 4,849 shares; 2024Q4: 4 shares; 2025Q1: 2,288 shares; 2025Q2: 1,668 shares; 2025Q3: 2,448 shares; 2025Q4: 2,415 shares; 2026Q1: 2,275 shares 2,275 $888K 0.07% -140 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,595 shares; 2024Q4: 6 shares; 2025Q1: 3,571 shares; 2025Q2: 3,452 shares; 2025Q3: 3,479 shares; 2025Q4: 4,158 shares; 2026Q1: 4,347 shares 4,347 $884K 0.07% +189 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: 5,755 shares; 2024Q4: 5 shares; 2025Q1: 8,348 shares; 2025Q2: 11,034 shares; 2025Q3: 10,712 shares; 2025Q4: 10,258 shares; 2026Q1: 9,855 shares 9,855 $883K 0.07% -403 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,819 shares; 2024Q4: 51 shares; 2025Q1: 55,652 shares; 2025Q2: 55,446 shares; 2025Q3: 54,458 shares; 2025Q4: 54,409 shares; 2026Q1: 47,533 shares 47,533 $880K 0.07% -6,876 Timeline QHY 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: 17,942 shares; 2024Q4: 18 shares; 2025Q1: 19,351 shares; 2025Q2: 19,074 shares; 2025Q3: 18,331 shares; 2025Q4: 21,590 shares; 2026Q1: 19,319 shares 19,319 $880K 0.07% -2,271 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,675 shares; 2024Q4: 9 shares; 2025Q1: 9,988 shares; 2025Q2: 9,801 shares; 2025Q3: 9,376 shares; 2025Q4: 9,552 shares; 2026Q1: 9,441 shares 9,441 $878K 0.07% -111 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2 shares; 2025Q1: 3,374 shares; 2025Q2: 2,808 shares; 2025Q3: 4,374 shares; 2025Q4: 3,941 shares; 2026Q1: 3,648 shares 3,648 $876K 0.07% -293 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 10 shares; 2025Q1: 10,574 shares; 2025Q2: 10,015 shares; 2025Q3: 8,972 shares; 2025Q4: 10,776 shares; 2026Q1: 16,532 shares 16,532 $869K 0.07% +5,756 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,118 shares; 2024Q4: 62 shares; 2025Q1: 92,435 shares; 2025Q2: 130,560 shares; 2025Q3: 126,196 shares; 2025Q4: 102,016 shares; 2026Q1: 102,447 shares 102,447 $866K 0.06% +431 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1 shares; 2025Q1: 1,115 shares; 2025Q2: 1,387 shares; 2025Q3: 1,728 shares; 2025Q4: 1,752 shares; 2026Q1: 1,752 shares 1,752 $865K 0.06% 0 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,737 shares; 2024Q4: 4 shares; 2025Q1: 3,368 shares; 2025Q2: 14,156 shares; 2025Q3: 13,499 shares; 2025Q4: 13,497 shares; 2026Q1: 12,734 shares 12,734 $854K 0.06% -763 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,743 shares; 2024Q4: 53 shares; 2025Q1: 57,206 shares; 2025Q2: 57,024 shares; 2025Q3: 57,024 shares; 2025Q4: 56,709 shares; 2026Q1: 56,709 shares 56,709 $853K 0.06% 0 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,772 shares; 2024Q4: 14 shares; 2025Q1: 14,288 shares; 2025Q2: 15,554 shares; 2025Q3: 23,481 shares; 2025Q4: 21,027 shares; 2026Q1: 21,018 shares 21,018 $852K 0.06% -9 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,028 shares; 2024Q4: 2 shares; 2025Q1: 3,890 shares; 2025Q2: 6,205 shares; 2025Q3: 6,262 shares; 2025Q4: 11,230 shares; 2026Q1: 14,131 shares 14,131 $842K 0.06% +2,901 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,508 shares; 2024Q4: 4 shares; 2025Q1: 6,089 shares; 2025Q2: 4,997 shares; 2025Q3: 4,459 shares; 2025Q4: 3,917 shares; 2026Q1: 5,714 shares 5,714 $836K 0.06% +1,797 Timeline HPP HUDSON PACIFIC PROPERTIES IN More: the full row for HUDSON PACIFIC PROPERTIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 141,220 shares 141,220 $835K 0.06% new 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: 13,930 shares; 2024Q4: 14 shares; 2025Q1: 15,390 shares; 2025Q2: 14,835 shares; 2025Q3: 14,126 shares; 2025Q4: 11,639 shares; 2026Q1: 8,625 shares 8,625 $831K 0.06% -3,014 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,961 shares; 2024Q4: 7 shares; 2025Q1: 12,782 shares; 2025Q2: 9,529 shares; 2025Q3: 16,053 shares; 2025Q4: 16,791 shares; 2026Q1: 16,164 shares 16,164 $831K 0.06% -627 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,083 shares; 2024Q4: 17 shares; 2025Q1: 16,595 shares; 2025Q2: 15,801 shares; 2025Q3: 13,998 shares; 2025Q4: 14,065 shares; 2026Q1: 10,111 shares 10,111 $829K 0.06% -3,954 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,856 shares; 2024Q4: 17 shares; 2025Q1: 7,504 shares; 2025Q2: 5,868 shares; 2025Q3: 4,774 shares; 2025Q4: 4,777 shares; 2026Q1: 4,233 shares 4,233 $827K 0.06% -544 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,900 shares; 2024Q4: 10 shares; 2025Q1: 11,947 shares; 2025Q2: 15,521 shares; 2025Q3: 17,032 shares; 2025Q4: 16,921 shares; 2026Q1: 17,055 shares 17,055 $826K 0.06% +134 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,466 shares; 2024Q4: 5 shares; 2025Q1: 5,847 shares; 2025Q2: 10,866 shares; 2025Q3: 15,171 shares; 2025Q4: 17,603 shares; 2026Q1: 20,054 shares 20,054 $814K 0.06% +2,451 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,486 shares; 2024Q4: 1 shares; 2025Q1: 1,737 shares; 2025Q2: 2,846 shares; 2025Q3: 2,813 shares; 2025Q4: 2,693 shares; 2026Q1: 2,801 shares 2,801 $814K 0.06% +108 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,440 shares; 2024Q4: 17 shares; 2025Q1: 38,325 shares; 2025Q2: 38,325 shares; 2025Q3: 38,325 shares; 2025Q4: 38,325 shares; 2026Q1: 35,425 shares 35,425 $814K 0.06% -2,900 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,016 shares; 2024Q4: 3 shares; 2025Q1: 3,773 shares; 2025Q2: 5,095 shares; 2025Q3: 5,050 shares; 2025Q4: 4,950 shares; 2026Q1: 4,920 shares 4,920 $811K 0.06% -30 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,706 shares; 2024Q4: 8 shares; 2025Q1: 8,928 shares; 2025Q2: 8,442 shares; 2025Q3: 6,469 shares; 2025Q4: 6,191 shares; 2026Q1: 6,133 shares 6,133 $804K 0.06% -58 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 844 shares; 2024Q4: not reported; 2025Q1: 1,263 shares; 2025Q2: 2,990 shares; 2025Q3: 2,214 shares; 2025Q4: 2,153 shares; 2026Q1: 2,037 shares 2,037 $803K 0.06% -116 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,755 shares; 2024Q4: 13 shares; 2025Q1: 14,855 shares; 2025Q2: 11,313 shares; 2025Q3: 11,902 shares; 2025Q4: 10,787 shares; 2026Q1: 8,708 shares 8,708 $799K 0.06% -2,079 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,327 shares; 2024Q4: 13 shares; 2025Q1: 13,095 shares; 2025Q2: 12,002 shares; 2025Q3: 9,314 shares; 2025Q4: 7,643 shares; 2026Q1: 5,888 shares 5,888 $799K 0.06% -1,755 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: not reported; 2025Q1: 699 shares; 2025Q2: 580 shares; 2025Q3: 639 shares; 2025Q4: 647 shares; 2026Q1: 1,634 shares 1,634 $792K 0.06% +987 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: 4,736 shares; 2024Q4: 4 shares; 2025Q1: 4,658 shares; 2025Q2: 4,681 shares; 2025Q3: 4,428 shares; 2025Q4: 4,340 shares; 2026Q1: 3,897 shares 3,897 $792K 0.06% -443 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,048 shares; 2024Q4: 14 shares; 2025Q1: 14,273 shares; 2025Q2: 15,747 shares; 2025Q3: 15,478 shares; 2025Q4: 14,970 shares; 2026Q1: 15,225 shares 15,225 $792K 0.06% +255 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: 17,084 shares; 2024Q4: 16 shares; 2025Q1: 15,903 shares; 2025Q2: 12,860 shares; 2025Q3: 5,672 shares; 2025Q4: 5,894 shares; 2026Q1: 6,040 shares 6,040 $791K 0.06% +146 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 5 shares; 2025Q1: 5,772 shares; 2025Q2: 5,270 shares; 2025Q3: 4,321 shares; 2025Q4: 5,651 shares; 2026Q1: 5,367 shares 5,367 $784K 0.06% -284 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: not reported; 2025Q1: 3,375 shares; 2025Q2: 3,615 shares; 2025Q3: 3,703 shares; 2025Q4: 3,895 shares; 2026Q1: 3,986 shares 3,986 $782K 0.06% +91 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: 1,023 shares; 2024Q4: 1 shares; 2025Q1: 1,970 shares; 2025Q2: 1,215 shares; 2025Q3: 1,695 shares; 2025Q4: 1,701 shares; 2026Q1: 1,772 shares 1,772 $774K 0.06% +71 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,023 shares; 2024Q4: 2 shares; 2025Q1: 2,793 shares; 2025Q2: 2,793 shares; 2025Q3: 2,723 shares; 2025Q4: 2,685 shares; 2026Q1: 2,773 shares 2,773 $771K 0.06% +88 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 5 shares; 2025Q1: 5,796 shares; 2025Q2: 5,966 shares; 2025Q3: 6,008 shares; 2025Q4: 5,948 shares; 2026Q1: 4,725 shares 4,725 $768K 0.06% -1,223 Timeline FTLS 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: 807 shares; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 6,108 shares; 2025Q3: 9,058 shares; 2025Q4: 10,267 shares; 2026Q1: 10,910 shares 10,910 $768K 0.06% +643 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,449 shares; 2024Q4: 7 shares; 2025Q1: 7,449 shares; 2025Q2: 15,896 shares; 2025Q3: 15,976 shares; 2025Q4: 12,127 shares; 2026Q1: 12,044 shares 12,044 $761K 0.06% -83 Timeline WMMVY WALMART DE MEXICO-SPON ADR V More: the full row for WALMART DE MEXICO-SPON ADR 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: 15,636 shares; 2025Q3: 19,620 shares; 2025Q4: 19,620 shares; 2026Q1: 23,468 shares 23,468 $760K 0.06% +3,848 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,788 shares; 2024Q4: 7 shares; 2025Q1: 8,747 shares; 2025Q2: 18,329 shares; 2025Q3: 20,091 shares; 2025Q4: 21,354 shares; 2026Q1: 20,818 shares 20,818 $753K 0.06% -536 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,485 shares; 2024Q4: 8 shares; 2025Q1: 8,384 shares; 2025Q2: 11,806 shares; 2025Q3: 8,681 shares; 2025Q4: 8,073 shares; 2026Q1: 8,012 shares 8,012 $750K 0.06% -61 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 6 shares; 2025Q1: 6,214 shares; 2025Q2: 6,909 shares; 2025Q3: 7,760 shares; 2025Q4: 6,447 shares; 2026Q1: 7,045 shares 7,045 $748K 0.06% +598 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,513 shares; 2024Q4: 7 shares; 2025Q1: 6,352 shares; 2025Q2: 7,058 shares; 2025Q3: 7,094 shares; 2025Q4: 6,649 shares; 2026Q1: 5,960 shares 5,960 $748K 0.06% -689 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,900 shares; 2024Q4: 87 shares; 2025Q1: 91,985 shares; 2025Q2: 91,985 shares; 2025Q3: 91,985 shares; 2025Q4: 91,985 shares; 2026Q1: 91,985 shares 91,985 $747K 0.06% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721 shares; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 1,335 shares; 2025Q3: 1,360 shares; 2025Q4: 1,308 shares; 2026Q1: 1,329 shares 1,329 $747K 0.06% +21 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2 shares; 2025Q1: 2,288 shares; 2025Q2: 2,288 shares; 2025Q3: 2,291 shares; 2025Q4: 2,291 shares; 2026Q1: 2,346 shares 2,346 $746K 0.06% +55 Timeline KNG 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: 31,674 shares; 2024Q4: 33 shares; 2025Q1: 35,313 shares; 2025Q2: 35,329 shares; 2025Q3: 25,521 shares; 2025Q4: 17,726 shares; 2026Q1: 15,252 shares 15,252 $743K 0.06% -2,474 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 746 shares; 2024Q4: not reported; 2025Q1: 695 shares; 2025Q2: 540 shares; 2025Q3: 519 shares; 2025Q4: 1,560 shares; 2026Q1: 1,560 shares 1,560 $740K 0.06% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,404 shares; 2024Q4: 19 shares; 2025Q1: 20,640 shares; 2025Q2: 20,489 shares; 2025Q3: 20,088 shares; 2025Q4: 20,093 shares; 2026Q1: 20,220 shares 20,220 $736K 0.06% +127 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,348 shares; 2025Q3: 13,455 shares; 2025Q4: 8,310 shares; 2026Q1: 5,430 shares 5,430 $736K 0.06% -2,880 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 9 shares; 2025Q1: 11,484 shares; 2025Q2: 12,198 shares; 2025Q3: 9,914 shares; 2025Q4: 9,883 shares; 2026Q1: 9,903 shares 9,903 $732K 0.05% +20 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: 33,745 shares; 2024Q4: 22 shares; 2025Q1: 23,042 shares; 2025Q2: 22,705 shares; 2025Q3: 21,899 shares; 2025Q4: 21,791 shares; 2026Q1: 21,823 shares 21,823 $732K 0.05% +32 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2 shares; 2025Q1: 12,403 shares; 2025Q2: 11,627 shares; 2025Q3: 11,644 shares; 2025Q4: 11,280 shares; 2026Q1: 11,280 shares 11,280 $729K 0.05% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,206 shares; 2024Q4: 5 shares; 2025Q1: 6,299 shares; 2025Q2: 8,775 shares; 2025Q3: 7,453 shares; 2025Q4: 5,204 shares; 2026Q1: 3,664 shares 3,664 $727K 0.05% -1,540 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3 shares; 2025Q1: 3,646 shares; 2025Q2: 3,634 shares; 2025Q3: 3,613 shares; 2025Q4: 2,938 shares; 2026Q1: 2,930 shares 2,930 $724K 0.05% -8 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 5 shares; 2025Q1: 5,739 shares; 2025Q2: 5,782 shares; 2025Q3: 5,652 shares; 2025Q4: 5,499 shares; 2026Q1: 5,481 shares 5,481 $724K 0.05% -18 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: 47 shares; 2024Q4: not reported; 2025Q1: 57 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.05% 0 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,919 shares; 2024Q4: 8 shares; 2025Q1: 8,990 shares; 2025Q2: 8,999 shares; 2025Q3: 9,047 shares; 2025Q4: 9,150 shares; 2026Q1: 9,149 shares 9,149 $718K 0.05% -1 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: 2,746 shares; 2024Q4: 3 shares; 2025Q1: 2,625 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,592 shares; 2026Q1: 8,032 shares 8,032 $717K 0.05% +5,440 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,837 shares; 2024Q4: 2 shares; 2025Q1: 2,958 shares; 2025Q2: 3,288 shares; 2025Q3: 3,476 shares; 2025Q4: 3,606 shares; 2026Q1: 3,774 shares 3,774 $716K 0.05% +168 Timeline UNTC UNIT CORP COM NEW More: the full row for UNIT CORP COM 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: 20,695 shares; 2025Q3: 20,695 shares; 2025Q4: 20,695 shares; 2026Q1: 20,695 shares 20,695 $715K 0.05% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1 shares; 2025Q1: 1,300 shares; 2025Q2: 4,752 shares; 2025Q3: 7,832 shares; 2025Q4: 7,634 shares; 2026Q1: 6,511 shares 6,511 $714K 0.05% -1,123 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,157 shares; 2024Q4: 6 shares; 2025Q1: 6,526 shares; 2025Q2: 6,522 shares; 2025Q3: 6,469 shares; 2025Q4: 6,033 shares; 2026Q1: 6,018 shares 6,018 $712K 0.05% -15 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,100 shares; 2024Q4: 3 shares; 2025Q1: 3,285 shares; 2025Q2: 3,057 shares; 2025Q3: 2,737 shares; 2025Q4: 7,856 shares; 2026Q1: 8,410 shares 8,410 $711K 0.05% +554 Timeline ALPMY Astellas Pharma Inc Unsponsore More: the full row for Astellas Pharma Inc Unsponsore Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,542 shares; 2025Q3: 57,055 shares; 2025Q4: 51,360 shares; 2026Q1: 44,856 shares 44,856 $710K 0.05% -6,504 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,659 shares; 2024Q4: 11 shares; 2025Q1: 13,637 shares; 2025Q2: 12,813 shares; 2025Q3: 12,415 shares; 2025Q4: 12,736 shares; 2026Q1: 13,115 shares 13,115 $710K 0.05% +379 Timeline FDN 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: 3,271 shares; 2024Q4: 3 shares; 2025Q1: 3,356 shares; 2025Q2: 3,498 shares; 2025Q3: 3,308 shares; 2025Q4: 3,264 shares; 2026Q1: 3,033 shares 3,033 $710K 0.05% -231 Timeline TLTW 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: 31,292 shares 31,292 $708K 0.05% new Timeline WLMIY Wilmar International Ltd Unspo More: the full row for Wilmar International Ltd Unspo Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,329 shares; 2025Q3: 23,715 shares; 2025Q4: 23,715 shares; 2026Q1: 23,715 shares 23,715 $708K 0.05% 0 Timeline LPX LOUISIANA PAC CORP More: the full row for LOUISIANA PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,949 shares; 2024Q4: 7 shares; 2025Q1: 7,508 shares; 2025Q2: 7,633 shares; 2025Q3: 7,682 shares; 2025Q4: 8,674 shares; 2026Q1: 9,713 shares 9,713 $707K 0.05% +1,039 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,261 shares; 2024Q4: 2 shares; 2025Q1: 1,218 shares; 2025Q2: 1,567 shares; 2025Q3: 2,284 shares; 2025Q4: 3,080 shares; 2026Q1: 4,113 shares 4,113 $704K 0.05% +1,033 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,676 shares; 2026Q1: 34,089 shares 34,089 $702K 0.05% -587 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410 shares; 2024Q4: not reported; 2025Q1: 2,640 shares; 2025Q2: 2,673 shares; 2025Q3: 2,596 shares; 2025Q4: 2,576 shares; 2026Q1: 2,012 shares 2,012 $694K 0.05% -564 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: 4,911 shares; 2024Q4: 9 shares; 2025Q1: 10,530 shares; 2025Q2: 10,893 shares; 2025Q3: 3,719 shares; 2025Q4: 3,715 shares; 2026Q1: 4,330 shares 4,330 $694K 0.05% +615 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: not reported; 2025Q1: 344 shares; 2025Q2: 347 shares; 2025Q3: 222 shares; 2025Q4: 211 shares; 2026Q1: 205 shares 205 $692K 0.05% -6 Timeline IBTL 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: 38,198 shares; 2026Q1: 33,759 shares 33,759 $689K 0.05% -4,439 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 11 shares; 2025Q1: 12,126 shares; 2025Q2: 12,598 shares; 2025Q3: 16,205 shares; 2025Q4: 15,943 shares; 2026Q1: 10,945 shares 10,945 $687K 0.05% -4,998 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,854 shares; 2024Q4: 8 shares; 2025Q1: 8,854 shares; 2025Q2: 8,854 shares; 2025Q3: 9,058 shares; 2025Q4: 8,925 shares; 2026Q1: 8,546 shares 8,546 $683K 0.05% -379 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,778 shares; 2024Q4: 1 shares; 2025Q1: 1,594 shares; 2025Q2: 2,337 shares; 2025Q3: 2,364 shares; 2025Q4: 2,532 shares; 2026Q1: 2,565 shares 2,565 $682K 0.05% +33 Timeline MLP MAUI LD & PINEAPPLE INC More: the full row for MAUI LD & PINEAPPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,529 shares; 2024Q4: 34 shares; 2025Q1: 43,290 shares; 2025Q2: 46,740 shares; 2025Q3: 46,740 shares; 2025Q4: 46,740 shares; 2026Q1: 44,140 shares 44,140 $679K 0.05% -2,600 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2 shares; 2025Q1: 2,324 shares; 2025Q2: 5,853 shares; 2025Q3: 10,532 shares; 2025Q4: 9,825 shares; 2026Q1: 12,674 shares 12,674 $675K 0.05% +2,849 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,850 shares; 2024Q4: 10 shares; 2025Q1: 11,164 shares; 2025Q2: 11,793 shares; 2025Q3: 5,758 shares; 2025Q4: 6,195 shares; 2026Q1: 6,827 shares 6,827 $672K 0.05% +632 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,722 shares; 2024Q4: 10 shares; 2025Q1: 10,069 shares; 2025Q2: 10,075 shares; 2025Q3: 10,075 shares; 2025Q4: 10,199 shares; 2026Q1: 11,744 shares 11,744 $667K 0.05% +1,545 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,680 shares; 2024Q4: 2 shares; 2025Q1: 2,586 shares; 2025Q2: 2,614 shares; 2025Q3: 2,912 shares; 2025Q4: 2,883 shares; 2026Q1: 3,216 shares 3,216 $667K 0.05% +333 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,606 shares; 2024Q4: 4 shares; 2025Q1: 4,346 shares; 2025Q2: 5,034 shares; 2025Q3: 5,699 shares; 2025Q4: 5,696 shares; 2026Q1: 5,671 shares 5,671 $664K 0.05% -25 Timeline DTD 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: 17,503 shares; 2024Q4: 16 shares; 2025Q1: 15,072 shares; 2025Q2: 14,534 shares; 2025Q3: 11,457 shares; 2025Q4: 8,598 shares; 2026Q1: 7,673 shares 7,673 $663K 0.05% -925 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,840 shares; 2024Q4: 7 shares; 2025Q1: 37,820 shares; 2025Q2: 2,798 shares; 2025Q3: 9,943 shares; 2025Q4: 9,784 shares; 2026Q1: 9,716 shares 9,716 $657K 0.05% -68 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: 3,159 shares; 2024Q4: 4 shares; 2025Q1: 5,652 shares; 2025Q2: 8,479 shares; 2025Q3: 8,619 shares; 2025Q4: 10,559 shares; 2026Q1: 11,696 shares 11,696 $649K 0.05% +1,137 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 2 shares; 2025Q1: 1,854 shares; 2025Q2: 1,624 shares; 2025Q3: 1,571 shares; 2025Q4: 1,368 shares; 2026Q1: 1,398 shares 1,398 $648K 0.05% +30 Timeline SWGAY SWATCH GROUP AG UNSPON ADR (SW More: the full row for SWATCH GROUP AG UNSPON ADR (SW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,110 shares; 2025Q3: 75,512 shares; 2025Q4: 75,512 shares; 2026Q1: 59,826 shares 59,826 $646K 0.05% -15,686 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,495 shares; 2024Q4: 10 shares; 2025Q1: 10,524 shares; 2025Q2: 10,618 shares; 2025Q3: 10,395 shares; 2025Q4: 1,481 shares; 2026Q1: 1,302 shares 1,302 $645K 0.05% -179 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,276 shares; 2024Q4: 3 shares; 2025Q1: 2,806 shares; 2025Q2: 3,349 shares; 2025Q3: 3,436 shares; 2025Q4: 3,390 shares; 2026Q1: 3,381 shares 3,381 $644K 0.05% -9 Timeline FV 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: 4,374 shares; 2024Q4: 4 shares; 2025Q1: 4,343 shares; 2025Q2: 4,345 shares; 2025Q3: 16,221 shares; 2025Q4: 14,286 shares; 2026Q1: 10,639 shares 10,639 $643K 0.05% -3,647 Timeline Rolls-Royce Holdin Ordf Rolls-Royce Holdin Ordf More: the full row for Rolls-Royce Holdin Ordf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,451 shares; 2025Q3: 41,451 shares; 2025Q4: 41,923 shares; 2026Q1: 42,496 shares 42,496 $641K 0.05% +573 ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,724 shares; 2024Q4: 11 shares; 2025Q1: 12,282 shares; 2025Q2: 11,489 shares; 2025Q3: 8,969 shares; 2025Q4: 4,097 shares; 2026Q1: 5,073 shares 5,073 $641K 0.05% +976 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,019 shares 50,019 $640K 0.05% new Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,281 shares; 2024Q4: 13 shares; 2025Q1: 137,459 shares; 2025Q2: 160,386 shares; 2025Q3: 181,114 shares; 2025Q4: 193,570 shares; 2026Q1: 58,286 shares 58,286 $639K 0.05% -135,284 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 10,360 shares; 2025Q4: 11,699 shares; 2026Q1: 13,796 shares 13,796 $637K 0.05% +2,097 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,283 shares; 2024Q4: 10 shares; 2025Q1: 10,133 shares; 2025Q2: 6,083 shares; 2025Q3: 5,437 shares; 2025Q4: 5,511 shares; 2026Q1: 5,510 shares 5,510 $633K 0.05% -1 Timeline EXTR EXTREME NETWORKS INC More: the full row for EXTREME NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,912 shares; 2026Q1: 41,914 shares 41,914 $632K 0.05% +15,002 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,881 shares; 2024Q4: 8 shares; 2025Q1: 13,503 shares; 2025Q2: 10,913 shares; 2025Q3: 10,220 shares; 2025Q4: 12,060 shares; 2026Q1: 10,306 shares 10,306 $631K 0.05% -1,754 Timeline FIW 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: 6,067 shares; 2024Q4: 6 shares; 2025Q1: 6,321 shares; 2025Q2: 6,742 shares; 2025Q3: 6,593 shares; 2025Q4: 6,524 shares; 2026Q1: 6,075 shares 6,075 $627K 0.05% -449 Timeline OVL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,660 shares; 2024Q4: 13 shares; 2025Q1: 13,291 shares; 2025Q2: 13,518 shares; 2025Q3: 13,436 shares; 2025Q4: 12,600 shares; 2026Q1: 12,435 shares 12,435 $625K 0.05% -165 Timeline LOB LIVE OAK BANCSHARES INC More: the full row for LIVE OAK BANCSHARES 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: 9,415 shares; 2026Q1: 18,823 shares 18,823 $622K 0.05% +9,408 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,165 shares; 2025Q2: 8,278 shares; 2025Q3: 12,562 shares; 2025Q4: 12,338 shares; 2026Q1: 22,844 shares 22,844 $620K 0.05% +10,506 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,675 shares; 2024Q4: 15 shares; 2025Q1: 9,500 shares; 2025Q2: 21,550 shares; 2025Q3: 21,550 shares; 2025Q4: 16,550 shares; 2026Q1: 16,550 shares 16,550 $620K 0.05% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,216 shares; 2024Q4: 29 shares; 2025Q1: 28,930 shares; 2025Q2: 24,635 shares; 2025Q3: 27,739 shares; 2025Q4: 25,607 shares; 2026Q1: 20,121 shares 20,121 $619K 0.05% -5,486 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 1 shares; 2025Q1: 1,423 shares; 2025Q2: 1,425 shares; 2025Q3: 1,418 shares; 2025Q4: 1,342 shares; 2026Q1: 1,381 shares 1,381 $614K 0.05% +39 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,365 shares; 2024Q4: 164 shares; 2025Q1: 230,496 shares; 2025Q2: 215,238 shares; 2025Q3: 213,096 shares; 2025Q4: 213,096 shares; 2026Q1: 209,868 shares 209,868 $613K 0.05% -3,228 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,521 shares 16,521 $612K 0.05% new 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: 2,366 shares; 2024Q4: 2 shares; 2025Q1: 2,506 shares; 2025Q2: 2,741 shares; 2025Q3: 1,359 shares; 2025Q4: 1,326 shares; 2026Q1: 1,243 shares 1,243 $611K 0.05% -83 Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,523 shares; 2024Q4: 8 shares; 2025Q1: 8,360 shares; 2025Q2: 8,750 shares; 2025Q3: 10,328 shares; 2025Q4: 10,558 shares; 2026Q1: 8,125 shares 8,125 $609K 0.05% -2,433 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1 shares; 2025Q1: 1,685 shares; 2025Q2: 1,701 shares; 2025Q3: 2,338 shares; 2025Q4: 3,016 shares; 2026Q1: 3,072 shares 3,072 $609K 0.05% +56 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 1 shares; 2025Q1: 1,098 shares; 2025Q2: 1,241 shares; 2025Q3: 2,147 shares; 2025Q4: 6,262 shares; 2026Q1: 8,179 shares 8,179 $609K 0.05% +1,917 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,483 shares; 2024Q4: 19 shares; 2025Q1: 20,353 shares; 2025Q2: 17,560 shares; 2025Q3: 17,559 shares; 2025Q4: 17,635 shares; 2026Q1: 17,861 shares 17,861 $608K 0.05% +226 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: 5,086 shares; 2024Q4: 3 shares; 2025Q1: 3,973 shares; 2025Q2: 4,011 shares; 2025Q3: 4,267 shares; 2025Q4: 4,372 shares; 2026Q1: 5,280 shares 5,280 $607K 0.05% +908 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: 10,069 shares; 2024Q4: 10 shares; 2025Q1: 11,989 shares; 2025Q2: 10,412 shares; 2025Q3: 10,414 shares; 2025Q4: 10,178 shares; 2026Q1: 9,660 shares 9,660 $604K 0.05% -518 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,711 shares; 2024Q4: 2 shares; 2025Q1: 2,811 shares; 2025Q2: 2,905 shares; 2025Q3: 19,539 shares; 2025Q4: 19,397 shares; 2026Q1: 18,077 shares 18,077 $601K 0.05% -1,320 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares; 2026Q1: 6,989 shares 6,989 $600K 0.04% +6,326 Timeline NDMO NUVEEN DYNAMIC MUN OPPORTUNI More: the full row for NUVEEN DYNAMIC MUN OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,806 shares; 2024Q4: 36 shares; 2025Q1: 37,601 shares; 2025Q2: 36,066 shares; 2025Q3: 43,236 shares; 2025Q4: 53,736 shares; 2026Q1: 58,216 shares 58,216 $599K 0.04% +4,480 Timeline EPI 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: 1,783 shares; 2024Q4: 1 shares; 2025Q1: 12,755 shares; 2025Q2: 13,013 shares; 2025Q3: 14,507 shares; 2025Q4: 16,308 shares; 2026Q1: 14,645 shares 14,645 $598K 0.04% -1,663 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,357 shares; 2024Q4: 53 shares; 2025Q1: 218,118 shares; 2025Q2: 251,166 shares; 2025Q3: 282,243 shares; 2025Q4: 302,375 shares; 2026Q1: 122,142 shares 122,142 $595K 0.04% -180,233 Timeline BKD BROOKDALE SR LIVING INC More: the full row for BROOKDALE SR LIVING 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: 13,779 shares; 2025Q3: 35,637 shares; 2025Q4: 43,058 shares; 2026Q1: 43,351 shares 43,351 $593K 0.04% +293 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,270 shares; 2024Q4: 17 shares; 2025Q1: 15,947 shares; 2025Q2: 16,010 shares; 2025Q3: 11,711 shares; 2025Q4: 11,663 shares; 2026Q1: 11,884 shares 11,884 $592K 0.04% +221 Timeline DHLGY DEUTSCHE POST AG SPONSORED ADR More: the full row for DEUTSCHE POST AG SPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,560 shares; 2025Q3: 11,530 shares; 2025Q4: 11,530 shares; 2026Q1: 23,060 shares 23,060 $592K 0.04% +11,530 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,054 shares; 2024Q4: 44 shares; 2025Q1: 46,813 shares; 2025Q2: 57,895 shares; 2025Q3: 16,857 shares; 2025Q4: 16,535 shares; 2026Q1: 15,002 shares 15,002 $592K 0.04% -1,533 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 611 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,787 shares 36,787 $591K 0.04% new Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,343 shares 42,343 $591K 0.04% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,535 shares; 2024Q4: 7 shares; 2025Q1: 7,008 shares; 2025Q2: 8,019 shares; 2025Q3: 9,109 shares; 2025Q4: 9,054 shares; 2026Q1: 8,227 shares 8,227 $591K 0.04% -827 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: not reported; 2025Q1: 403 shares; 2025Q2: 7,142 shares; 2025Q3: 8,257 shares; 2025Q4: 8,906 shares; 2026Q1: 8,979 shares 8,979 $590K 0.04% +73 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,240 shares; 2024Q4: 5 shares; 2025Q1: 4,690 shares; 2025Q2: 4,710 shares; 2025Q3: 4,722 shares; 2025Q4: 3,289 shares; 2026Q1: 2,720 shares 2,720 $589K 0.04% -569 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 8 shares; 2025Q1: 5,100 shares; 2025Q2: 12,493 shares; 2025Q3: 4,989 shares; 2025Q4: 5,458 shares; 2026Q1: 5,295 shares 5,295 $587K 0.04% -163 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,298 shares; 2024Q4: 1 shares; 2025Q1: 1,126 shares; 2025Q2: 1,191 shares; 2025Q3: 1,396 shares; 2025Q4: 1,614 shares; 2026Q1: 1,610 shares 1,610 $586K 0.04% -4 Timeline VSEC VSE CORP More: the full row for VSE 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: 3,961 shares; 2025Q3: 3,889 shares; 2025Q4: 3,915 shares; 2026Q1: 3,167 shares 3,167 $584K 0.04% -748 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 3,884 shares; 2025Q2: 4,277 shares; 2025Q3: 4,274 shares; 2025Q4: 4,207 shares; 2026Q1: 14,469 shares 14,469 $584K 0.04% +10,262 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,042 shares; 2024Q4: 3 shares; 2025Q1: 3,214 shares; 2025Q2: 3,483 shares; 2025Q3: 3,133 shares; 2025Q4: 2,915 shares; 2026Q1: 2,890 shares 2,890 $582K 0.04% -25 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,845 shares; 2024Q4: 10 shares; 2025Q1: 9,884 shares; 2025Q2: 9,884 shares; 2025Q3: 9,925 shares; 2025Q4: 9,940 shares; 2026Q1: 9,940 shares 9,940 $579K 0.04% 0 Timeline CRRFY CARREFOUR S A (F) SPON ADR (FR More: the full row for CARREFOUR S A (F) SPON ADR (FR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 198,461 shares; 2025Q3: 197,202 shares; 2025Q4: 197,202 shares; 2026Q1: 155,795 shares 155,795 $571K 0.04% -41,407 Timeline BCO BRINKS CO More: the full row for BRINKS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,862 shares; 2024Q4: 7 shares; 2025Q1: 7,938 shares; 2025Q2: 7,746 shares; 2025Q3: 7,796 shares; 2025Q4: 6,576 shares; 2026Q1: 5,503 shares 5,503 $570K 0.04% -1,073 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: 2,855 shares; 2024Q4: 2 shares; 2025Q1: 2,798 shares; 2025Q2: 2,761 shares; 2025Q3: 1,354 shares; 2025Q4: 1,340 shares; 2026Q1: 1,320 shares 1,320 $568K 0.04% -20 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,179 shares; 2024Q4: 55 shares; 2025Q1: 55,507 shares; 2025Q2: 53,475 shares; 2025Q3: 54,125 shares; 2025Q4: 52,071 shares; 2026Q1: 52,401 shares 52,401 $568K 0.04% +330 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,795 shares; 2026Q1: 4,831 shares 4,831 $567K 0.04% +36 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,303 shares; 2025Q3: 2,901 shares; 2025Q4: 3,456 shares; 2026Q1: 3,456 shares 3,456 $567K 0.04% 0 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 12 shares; 2025Q1: 13,353 shares; 2025Q2: 21,626 shares; 2025Q3: 20,616 shares; 2025Q4: 20,616 shares; 2026Q1: 20,616 shares 20,616 $565K 0.04% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,301 shares; 2024Q4: 10 shares; 2025Q1: 10,117 shares; 2025Q2: 9,843 shares; 2025Q3: 8,303 shares; 2025Q4: 7,968 shares; 2026Q1: 15,715 shares 15,715 $565K 0.04% +7,747 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 953 shares; 2024Q4: not reported; 2025Q1: 1,074 shares; 2025Q2: 1,081 shares; 2025Q3: 1,081 shares; 2025Q4: 1,067 shares; 2026Q1: 1,047 shares 1,047 $564K 0.04% -20 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: 298 shares; 2024Q4: not reported; 2025Q1: 298 shares; 2025Q2: 298 shares; 2025Q3: 316 shares; 2025Q4: 298 shares; 2026Q1: 3,061 shares 3,061 $564K 0.04% +2,763 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: 1,398 shares; 2024Q4: 1 shares; 2025Q1: 1,286 shares; 2025Q2: 1,387 shares; 2025Q3: 1,449 shares; 2025Q4: 1,371 shares; 2026Q1: 1,574 shares 1,574 $563K 0.04% +203 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 13 shares; 2025Q1: 23,073 shares; 2025Q2: 20,379 shares; 2025Q3: 22,666 shares; 2025Q4: 26,028 shares; 2026Q1: 16,224 shares 16,224 $561K 0.04% -9,804 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: 7,961 shares; 2024Q4: 23 shares; 2025Q1: 23,881 shares; 2025Q2: 23,962 shares; 2025Q3: 23,962 shares; 2025Q4: 22,486 shares; 2026Q1: 22,263 shares 22,263 $559K 0.04% -223 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 4 shares; 2025Q1: 6,021 shares; 2025Q2: 8,880 shares; 2025Q3: 11,075 shares; 2025Q4: 11,050 shares; 2026Q1: 11,978 shares 11,978 $559K 0.04% +928 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,817 shares; 2024Q4: 13 shares; 2025Q1: 14,101 shares; 2025Q2: 14,530 shares; 2025Q3: 14,015 shares; 2025Q4: 13,851 shares; 2026Q1: 7,692 shares 7,692 $557K 0.04% -6,159 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,095 shares; 2024Q4: 23 shares; 2025Q1: 11,661 shares; 2025Q2: 11,686 shares; 2025Q3: 11,909 shares; 2025Q4: 11,827 shares; 2026Q1: 14,447 shares 14,447 $556K 0.04% +2,620 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,586 shares; 2024Q4: 8 shares; 2025Q1: 8,696 shares; 2025Q2: 8,756 shares; 2025Q3: 8,210 shares; 2025Q4: 8,103 shares; 2026Q1: 8,170 shares 8,170 $555K 0.04% +67 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,893 shares; 2024Q4: 58 shares; 2025Q1: 53,281 shares; 2025Q2: 51,159 shares; 2025Q3: 50,130 shares; 2025Q4: 50,043 shares; 2026Q1: 48,056 shares 48,056 $555K 0.04% -1,987 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2 shares; 2025Q1: 2,129 shares; 2025Q2: 2,080 shares; 2025Q3: 1,904 shares; 2025Q4: 1,874 shares; 2026Q1: 1,843 shares 1,843 $554K 0.04% -31 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1 shares; 2025Q1: 1,626 shares; 2025Q2: 1,892 shares; 2025Q3: 1,904 shares; 2025Q4: 1,712 shares; 2026Q1: 1,386 shares 1,386 $554K 0.04% -326 Timeline PMSE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,349 shares; 2025Q4: 21,349 shares; 2026Q1: 21,595 shares 21,595 $550K 0.04% +246 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 6 shares; 2025Q1: 5,985 shares; 2025Q2: 5,985 shares; 2025Q3: 5,410 shares; 2025Q4: 5,330 shares; 2026Q1: 8,445 shares 8,445 $550K 0.04% +3,115 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: 714 shares; 2024Q4: not reported; 2025Q1: 603 shares; 2025Q2: 624 shares; 2025Q3: 577 shares; 2025Q4: 1,578 shares; 2026Q1: 1,539 shares 1,539 $548K 0.04% -39 Timeline SUTNY SUMITOMO MITSUI TRUST GROUP IN More: the full row for SUMITOMO MITSUI TRUST GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,799 shares; 2025Q3: 90,435 shares; 2025Q4: 90,435 shares; 2026Q1: 88,818 shares 88,818 $547K 0.04% -1,617 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,706 shares; 2024Q4: 16 shares; 2025Q1: 16,434 shares; 2025Q2: 16,431 shares; 2025Q3: 15,695 shares; 2025Q4: 15,015 shares; 2026Q1: 15,015 shares 15,015 $546K 0.04% 0 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: 6 shares; 2025Q1: 7,452 shares; 2025Q2: 8,414 shares; 2025Q3: 10,934 shares; 2025Q4: 11,134 shares; 2026Q1: 15,401 shares 15,401 $546K 0.04% +4,267 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1 shares; 2025Q1: 1,804 shares; 2025Q2: 1,895 shares; 2025Q3: 1,711 shares; 2025Q4: 1,457 shares; 2026Q1: 3,772 shares 3,772 $545K 0.04% +2,315 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,914 shares; 2025Q4: 5,852 shares; 2026Q1: 5,877 shares 5,877 $544K 0.04% +25 Timeline ELD 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: 19,139 shares; 2024Q4: 20 shares; 2025Q1: 20,756 shares; 2025Q2: 20,610 shares; 2025Q3: 19,896 shares; 2025Q4: 21,551 shares; 2026Q1: 19,403 shares 19,403 $540K 0.04% -2,148 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,093 shares; 2024Q4: 5 shares; 2025Q1: 5,503 shares; 2025Q2: 5,142 shares; 2025Q3: 6,528 shares; 2025Q4: 6,188 shares; 2026Q1: 6,090 shares 6,090 $539K 0.04% -98 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 370 shares; 2024Q4: not reported; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 15,738 shares; 2025Q4: 18,308 shares; 2026Q1: 9,124 shares 9,124 $539K 0.04% -9,184 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 389 shares; 2024Q4: not reported; 2025Q1: 749 shares; 2025Q2: 3,433 shares; 2025Q3: 5,231 shares; 2025Q4: 9,222 shares; 2026Q1: 11,864 shares 11,864 $536K 0.04% +2,642 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,552 shares; 2024Q4: 3 shares; 2025Q1: 3,739 shares; 2025Q2: 3,917 shares; 2025Q3: 3,912 shares; 2025Q4: 4,220 shares; 2026Q1: 4,222 shares 4,222 $535K 0.04% +2 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,165 shares; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 3,374 shares; 2025Q3: 3,281 shares; 2025Q4: 3,305 shares; 2026Q1: 2,610 shares 2,610 $534K 0.04% -695 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: not reported; 2025Q1: 194 shares; 2025Q2: 2,183 shares; 2025Q3: 3,583 shares; 2025Q4: 3,775 shares; 2026Q1: 3,805 shares 3,805 $532K 0.04% +30 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: 2,793 shares; 2024Q4: 3 shares; 2025Q1: 3,095 shares; 2025Q2: 7,298 shares; 2025Q3: 6,698 shares; 2025Q4: 5,209 shares; 2026Q1: 5,591 shares 5,591 $531K 0.04% +382 Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,839 shares; 2025Q4: 41,461 shares; 2026Q1: 50,162 shares 50,162 $526K 0.04% +8,701 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,507 shares; 2024Q4: 8 shares; 2025Q1: 8,693 shares; 2025Q2: 3,180 shares; 2025Q3: 3,122 shares; 2025Q4: 3,273 shares; 2026Q1: 2,772 shares 2,772 $525K 0.04% -501 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: 130 shares; 2024Q4: not reported; 2025Q1: 690 shares; 2025Q2: 626 shares; 2025Q3: 2,015 shares; 2025Q4: 4,202 shares; 2026Q1: 5,243 shares 5,243 $525K 0.04% +1,041 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,379 shares; 2024Q4: 9 shares; 2025Q1: 8,911 shares; 2025Q2: 9,926 shares; 2025Q3: 9,591 shares; 2025Q4: 9,596 shares; 2026Q1: 9,945 shares 9,945 $523K 0.04% +349 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,609 shares; 2024Q4: 3 shares; 2025Q1: 1,614 shares; 2025Q2: 1,584 shares; 2025Q3: 1,584 shares; 2025Q4: 1,589 shares; 2026Q1: 1,598 shares 1,598 $523K 0.04% +9 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 3 shares; 2025Q1: 3,991 shares; 2025Q2: 3,975 shares; 2025Q3: 3,951 shares; 2025Q4: 3,899 shares; 2026Q1: 3,888 shares 3,888 $522K 0.04% -11 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2 shares; 2025Q1: 2,361 shares; 2025Q2: 2,361 shares; 2025Q3: 2,772 shares; 2025Q4: 2,786 shares; 2026Q1: 2,769 shares 2,769 $519K 0.04% -17 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: 20,953 shares; 2024Q4: 20 shares; 2025Q1: 21,294 shares; 2025Q2: 12,068 shares; 2025Q3: 11,025 shares; 2025Q4: 11,010 shares; 2026Q1: 10,571 shares 10,571 $518K 0.04% -439 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: 700 shares; 2024Q4: not reported; 2025Q1: 632 shares; 2025Q2: 702 shares; 2025Q3: 820 shares; 2025Q4: 772 shares; 2026Q1: 758 shares 758 $517K 0.04% -14 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,051 shares; 2024Q4: 2 shares; 2025Q1: 2,295 shares; 2025Q2: 3,024 shares; 2025Q3: 4,306 shares; 2025Q4: 6,491 shares; 2026Q1: 5,708 shares 5,708 $516K 0.04% -783 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,455 shares; 2024Q4: 110 shares; 2025Q1: 100,603 shares; 2025Q2: 36,979 shares; 2025Q3: 32,747 shares; 2025Q4: 21,421 shares; 2026Q1: 17,968 shares 17,968 $516K 0.04% -3,453 Timeline PPRUY KERING UNSPONSORED ADR (FRA) More: the full row for KERING UNSPONSORED ADR (FRA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,707 shares; 2025Q3: 22,524 shares; 2025Q4: 22,516 shares; 2026Q1: 17,352 shares 17,352 $513K 0.04% -5,164 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: not reported; 2025Q1: 1,737 shares; 2025Q2: 1,723 shares; 2025Q3: 1,615 shares; 2025Q4: 1,577 shares; 2026Q1: 1,589 shares 1,589 $513K 0.04% +12 Timeline IBB 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: 4,601 shares; 2024Q4: 4 shares; 2025Q1: 3,784 shares; 2025Q2: 3,306 shares; 2025Q3: 3,101 shares; 2025Q4: 3,042 shares; 2026Q1: 3,037 shares 3,037 $513K 0.04% -5 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,748 shares; 2024Q4: 19 shares; 2025Q1: 25,648 shares; 2025Q2: 25,406 shares; 2025Q3: 25,366 shares; 2025Q4: 20,082 shares; 2026Q1: 20,082 shares 20,082 $512K 0.04% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,544 shares; 2024Q4: 70 shares; 2025Q1: 76,956 shares; 2025Q2: 13,621 shares; 2025Q3: 13,498 shares; 2025Q4: 14,265 shares; 2026Q1: 14,180 shares 14,180 $511K 0.04% -85 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,299 shares; 2024Q4: 6 shares; 2025Q1: 8,424 shares; 2025Q2: 7,211 shares; 2025Q3: 6,853 shares; 2025Q4: 6,642 shares; 2026Q1: 10,135 shares 10,135 $511K 0.04% +3,493 Timeline