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: 396,269 shares; 2024Q4: 370,321 shares; 2025Q1: 469,636 shares; 2025Q2: 1,627,089 shares; 2025Q3: 2,078,730 shares; 2025Q4: 2,282,787 shares; 2026Q1: 2,640,303 shares 2,640,303 $202M 6.48% +357,516 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: 226,014 shares; 2024Q4: 546,174 shares; 2025Q1: 597,040 shares; 2025Q2: 603,287 shares; 2025Q3: 593,036 shares; 2025Q4: 689,367 shares; 2026Q1: 740,323 shares 740,323 $129M 4.14% +50,956 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188,001 shares; 2024Q4: 290,632 shares; 2025Q1: 325,700 shares; 2025Q2: 376,225 shares; 2025Q3: 428,800 shares; 2025Q4: 423,382 shares; 2026Q1: 453,403 shares 453,403 $115M 3.69% +30,021 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: 49,917 shares; 2024Q4: 106,099 shares; 2025Q1: 223,946 shares; 2025Q2: 638,089 shares; 2025Q3: 894,688 shares; 2025Q4: 1,016,282 shares; 2026Q1: 1,215,864 shares 1,215,864 $107M 3.42% +199,582 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,121 shares; 2024Q4: 102,862 shares; 2025Q1: 194,712 shares; 2025Q2: 516,628 shares; 2025Q3: 694,924 shares; 2025Q4: 774,632 shares; 2026Q1: 946,484 shares 946,484 $99.4M 3.19% +171,852 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: 233,947 shares; 2024Q4: 266,228 shares; 2025Q1: 289,989 shares; 2025Q2: 161,294 shares; 2025Q3: 128,967 shares; 2025Q4: 115,783 shares; 2026Q1: 102,817 shares 102,817 $61.4M 1.97% -12,966 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: 86,935 shares; 2024Q4: 81,063 shares; 2025Q1: 184,679 shares; 2025Q2: 216,264 shares; 2025Q3: 218,601 shares; 2025Q4: 230,702 shares; 2026Q1: 248,311 shares 248,311 $51.7M 1.66% +17,609 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,511 shares; 2025Q2: 502,712 shares; 2025Q3: 672,283 shares; 2025Q4: 763,243 shares; 2026Q1: 899,001 shares 899,001 $49.4M 1.58% +135,758 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,897 shares; 2024Q4: 230,708 shares; 2025Q1: 404,439 shares; 2025Q2: 607,164 shares; 2025Q3: 799,726 shares; 2025Q4: 870,722 shares; 2026Q1: 1,022,402 shares 1,022,402 $48.6M 1.56% +151,680 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 877 shares; 2025Q1: 77,852 shares; 2025Q2: 803,591 shares; 2025Q3: 1,197,467 shares; 2025Q4: 1,363,320 shares; 2026Q1: 1,577,926 shares 1,577,926 $48.1M 1.54% +214,606 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: 357,381 shares; 2024Q4: 325,661 shares; 2025Q1: 305,786 shares; 2025Q2: 254,419 shares; 2025Q3: 202,289 shares; 2025Q4: 186,368 shares; 2026Q1: 148,480 shares 148,480 $42.6M 1.37% -37,888 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: 71,210 shares; 2024Q4: 69,779 shares; 2025Q1: 72,201 shares; 2025Q2: 75,826 shares; 2025Q3: 121,881 shares; 2025Q4: 122,269 shares; 2026Q1: 115,726 shares 115,726 $39.6M 1.27% -6,543 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,491 shares; 2024Q4: 124,972 shares; 2025Q1: 224,017 shares; 2025Q2: 379,409 shares; 2025Q3: 547,165 shares; 2025Q4: 608,573 shares; 2026Q1: 724,578 shares 724,578 $39M 1.25% +116,005 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,834 shares; 2024Q4: 4,854 shares; 2025Q1: 36,689 shares; 2025Q2: 532,582 shares; 2025Q3: 673,091 shares; 2025Q4: 740,494 shares; 2026Q1: 816,596 shares 816,596 $37.8M 1.21% +76,102 Timeline PAB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,160 shares; 2025Q2: 381,294 shares; 2025Q3: 595,402 shares; 2025Q4: 689,207 shares; 2026Q1: 826,698 shares 826,698 $35M 1.12% +137,491 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,504 shares; 2024Q4: 216,240 shares; 2025Q1: 324,286 shares; 2025Q2: 466,096 shares; 2025Q3: 604,585 shares; 2025Q4: 652,668 shares; 2026Q1: 758,834 shares 758,834 $34.6M 1.11% +106,166 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: 131,734 shares; 2024Q4: 124,012 shares; 2025Q1: 117,909 shares; 2025Q2: 97,616 shares; 2025Q3: 77,329 shares; 2025Q4: 74,962 shares; 2026Q1: 56,891 shares 56,891 $32.8M 1.05% -18,071 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: 38,621 shares; 2024Q4: 50,341 shares; 2025Q1: 62,062 shares; 2025Q2: 72,616 shares; 2025Q3: 81,499 shares; 2025Q4: 79,542 shares; 2026Q1: 88,625 shares 88,625 $32.8M 1.05% +9,083 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: 62,439 shares; 2024Q4: 61,344 shares; 2025Q1: 72,354 shares; 2025Q2: 80,642 shares; 2025Q3: 85,247 shares; 2025Q4: 89,110 shares; 2026Q1: 101,844 shares 101,844 $31.5M 1.01% +12,734 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,825 shares; 2025Q1: 2,332 shares; 2025Q2: 546 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 248,128 shares 248,128 $25M 0.8% +247,698 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: 16,391 shares; 2024Q4: 21,282 shares; 2025Q1: 25,651 shares; 2025Q2: 29,447 shares; 2025Q3: 30,604 shares; 2025Q4: 36,674 shares; 2026Q1: 38,280 shares 38,280 $24.9M 0.8% +1,606 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: 51,922 shares; 2024Q4: 54,405 shares; 2025Q1: 64,108 shares; 2025Q2: 78,536 shares; 2025Q3: 78,478 shares; 2025Q4: 76,627 shares; 2026Q1: 86,728 shares 86,728 $24.9M 0.8% +10,101 Timeline XSHQ 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: 98,962 shares; 2024Q4: 214,212 shares; 2025Q1: 386,545 shares; 2025Q2: 527,455 shares; 2025Q3: 552,120 shares; 2025Q4: 563,884 shares; 2026Q1: 588,608 shares 588,608 $24.8M 0.8% +24,724 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: 25,777 shares; 2024Q4: 30,166 shares; 2025Q1: 35,689 shares; 2025Q2: 41,006 shares; 2025Q3: 46,180 shares; 2025Q4: 48,058 shares; 2026Q1: 51,254 shares 51,254 $24.6M 0.79% +3,196 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,791 shares; 2024Q4: 45,567 shares; 2025Q1: 111,780 shares; 2025Q2: 380,476 shares; 2025Q3: 406,410 shares; 2025Q4: 435,288 shares; 2026Q1: 479,135 shares 479,135 $24M 0.77% +43,847 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,334 shares; 2025Q2: 280,140 shares; 2025Q3: 341,649 shares; 2025Q4: 368,134 shares; 2026Q1: 395,533 shares 395,533 $23.9M 0.77% +27,399 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,831 shares; 2025Q2: 659,187 shares; 2025Q3: 811,812 shares; 2025Q4: 900,674 shares; 2026Q1: 994,752 shares 994,752 $23.8M 0.76% +94,078 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: 23,596 shares; 2024Q4: 26,573 shares; 2025Q1: 45,094 shares; 2025Q2: 60,941 shares; 2025Q3: 56,419 shares; 2025Q4: 61,301 shares; 2026Q1: 80,526 shares 80,526 $23.2M 0.74% +19,225 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,108 shares; 2025Q2: 333,125 shares; 2025Q3: 550,795 shares; 2025Q4: 655,490 shares; 2026Q1: 795,484 shares 795,484 $22.9M 0.73% +139,994 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,014 shares; 2025Q2: 572,383 shares; 2025Q3: 892,450 shares; 2025Q4: 953,156 shares; 2026Q1: 1,144,037 shares 1,144,037 $21.5M 0.69% +190,881 Timeline BSJR 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: 9,083 shares; 2024Q4: 8,732 shares; 2025Q1: 212,020 shares; 2025Q2: 387,566 shares; 2025Q3: 670,294 shares; 2025Q4: 965,131 shares; 2026Q1: 959,603 shares 959,603 $21.5M 0.69% -5,528 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,840 shares; 2024Q4: 52,332 shares; 2025Q1: 113,019 shares; 2025Q2: 219,449 shares; 2025Q3: 301,024 shares; 2025Q4: 352,308 shares; 2026Q1: 410,236 shares 410,236 $21.4M 0.69% +57,928 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: not reported; 2025Q1: 20,306 shares; 2025Q2: 377,603 shares; 2025Q3: 557,932 shares; 2025Q4: 649,681 shares; 2026Q1: 760,381 shares 760,381 $20.6M 0.66% +110,700 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: 44,304 shares; 2025Q1: 43,304 shares; 2025Q2: 42,332 shares; 2025Q3: 111,689 shares; 2025Q4: 98,633 shares; 2026Q1: 95,963 shares 95,963 $20.5M 0.66% -2,670 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,642 shares; 2024Q4: 35,767 shares; 2025Q1: 83,923 shares; 2025Q2: 383,736 shares; 2025Q3: 556,285 shares; 2025Q4: 641,247 shares; 2026Q1: 756,847 shares 756,847 $19.8M 0.64% +115,600 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: 112,992 shares; 2024Q4: 115,525 shares; 2025Q1: 116,519 shares; 2025Q2: 112,693 shares; 2025Q3: 92,781 shares; 2025Q4: 87,812 shares; 2026Q1: 82,993 shares 82,993 $18.2M 0.58% -4,819 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: 687,848 shares; 2024Q4: 771,927 shares; 2025Q1: 762,353 shares; 2025Q2: 430,010 shares; 2025Q3: 326,535 shares; 2025Q4: 288,048 shares; 2026Q1: 225,781 shares 225,781 $16.8M 0.54% -62,267 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: 680,396 shares; 2024Q4: 772,318 shares; 2025Q1: 798,618 shares; 2025Q2: 447,896 shares; 2025Q3: 380,514 shares; 2025Q4: 357,866 shares; 2026Q1: 305,366 shares 305,366 $16.5M 0.53% -52,500 Timeline ISCF 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: 17,235 shares; 2025Q2: 182,907 shares; 2025Q3: 282,269 shares; 2025Q4: 326,298 shares; 2026Q1: 383,573 shares 383,573 $16M 0.51% +57,275 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,314 shares; 2024Q4: 45,521 shares; 2025Q1: 43,110 shares; 2025Q2: 41,947 shares; 2025Q3: 41,525 shares; 2025Q4: 41,271 shares; 2026Q1: 39,154 shares 39,154 $16M 0.51% -2,117 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: 14,844 shares; 2024Q4: 15,355 shares; 2025Q1: 16,183 shares; 2025Q2: 16,518 shares; 2025Q3: 16,761 shares; 2025Q4: 14,006 shares; 2026Q1: 17,014 shares 17,014 $15.6M 0.5% +3,008 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,829 shares; 2024Q4: 243,972 shares; 2025Q1: 237,905 shares; 2025Q2: 233,876 shares; 2025Q3: 229,578 shares; 2025Q4: 226,576 shares; 2026Q1: 220,416 shares 220,416 $15.6M 0.5% -6,160 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354,000 shares; 2024Q4: 349,002 shares; 2025Q1: 343,605 shares; 2025Q2: 333,026 shares; 2025Q3: 326,739 shares; 2025Q4: 321,383 shares; 2026Q1: 319,918 shares 319,918 $15.5M 0.5% -1,465 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: 16,792 shares; 2024Q4: 17,222 shares; 2025Q1: 31,190 shares; 2025Q2: 34,539 shares; 2025Q3: 36,956 shares; 2025Q4: 36,698 shares; 2026Q1: 39,816 shares 39,816 $14.8M 0.47% +3,118 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: 8,595 shares; 2024Q4: 8,917 shares; 2025Q1: 9,153 shares; 2025Q2: 9,879 shares; 2025Q3: 10,796 shares; 2025Q4: 13,198 shares; 2026Q1: 14,766 shares 14,766 $14.7M 0.47% +1,568 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: 91,359 shares; 2024Q4: 105,499 shares; 2025Q1: 146,811 shares; 2025Q2: 189,659 shares; 2025Q3: 209,376 shares; 2025Q4: 224,486 shares; 2026Q1: 243,931 shares 243,931 $13.8M 0.44% +19,445 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: 24,697 shares; 2024Q4: 30,883 shares; 2025Q1: 33,783 shares; 2025Q2: 37,634 shares; 2025Q3: 40,356 shares; 2025Q4: 42,051 shares; 2026Q1: 46,619 shares 46,619 $13.7M 0.44% +4,568 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 364,285 shares; 2024Q4: 337,395 shares; 2025Q1: 324,440 shares; 2025Q2: 273,448 shares; 2025Q3: 242,212 shares; 2025Q4: 229,914 shares; 2026Q1: 214,991 shares 214,991 $13.4M 0.43% -14,923 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: 9,088 shares; 2024Q4: 6,915 shares; 2025Q1: 10,077 shares; 2025Q2: 12,448 shares; 2025Q3: 14,875 shares; 2025Q4: 15,034 shares; 2026Q1: 23,403 shares 23,403 $13.4M 0.43% +8,369 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,917 shares; 2024Q4: 167,464 shares; 2025Q1: 162,209 shares; 2025Q2: 147,044 shares; 2025Q3: 141,669 shares; 2025Q4: 140,194 shares; 2026Q1: 133,419 shares 133,419 $13.3M 0.43% -6,775 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: 41,363 shares; 2024Q4: 45,790 shares; 2025Q1: 47,779 shares; 2025Q2: 46,125 shares; 2025Q3: 43,936 shares; 2025Q4: 91,125 shares; 2026Q1: 98,806 shares 98,806 $13.1M 0.42% +7,681 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,486 shares; 2024Q4: 4,611 shares; 2025Q1: 6,347 shares; 2025Q2: 6,882 shares; 2025Q3: 7,544 shares; 2025Q4: 7,622 shares; 2026Q1: 258,132 shares 258,132 $13.1M 0.42% +250,510 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473,323 shares; 2024Q4: 417,018 shares; 2025Q1: 378,545 shares; 2025Q2: 303,156 shares; 2025Q3: 231,368 shares; 2025Q4: 204,163 shares; 2026Q1: 160,126 shares 160,126 $12.9M 0.41% -44,037 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 700,443 shares; 2024Q4: 608,258 shares; 2025Q1: 561,564 shares; 2025Q2: 487,771 shares; 2025Q3: 377,809 shares; 2025Q4: 354,263 shares; 2026Q1: 321,952 shares 321,952 $12.5M 0.4% -32,311 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: 36,220 shares; 2024Q4: 38,285 shares; 2025Q1: 46,169 shares; 2025Q2: 52,236 shares; 2025Q3: 55,680 shares; 2025Q4: 59,949 shares; 2026Q1: 60,849 shares 60,849 $12.4M 0.4% +900 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: 27,232 shares; 2024Q4: 30,533 shares; 2025Q1: 32,739 shares; 2025Q2: 38,539 shares; 2025Q3: 39,661 shares; 2025Q4: 39,282 shares; 2026Q1: 42,299 shares 42,299 $12M 0.38% +3,017 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,161 shares; 2024Q4: 464,498 shares; 2025Q1: 437,704 shares; 2025Q2: 395,679 shares; 2025Q3: 371,195 shares; 2025Q4: 365,207 shares; 2026Q1: 346,215 shares 346,215 $11.7M 0.37% -18,992 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: 337,353 shares; 2024Q4: 305,542 shares; 2025Q1: 289,287 shares; 2025Q2: 259,141 shares; 2025Q3: 224,300 shares; 2025Q4: 216,610 shares; 2026Q1: 201,872 shares 201,872 $11.4M 0.37% -14,738 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: 849,195 shares; 2024Q4: 784,985 shares; 2025Q1: 733,481 shares; 2025Q2: 641,901 shares; 2025Q3: 540,751 shares; 2025Q4: 513,565 shares; 2026Q1: 456,852 shares 456,852 $11.3M 0.36% -56,713 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: 23,425 shares; 2024Q4: 33,994 shares; 2025Q1: 36,149 shares; 2025Q2: 36,497 shares; 2025Q3: 35,358 shares; 2025Q4: 36,051 shares; 2026Q1: 25,595 shares 25,595 $11M 0.35% -10,456 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,618 shares; 2024Q4: 24,784 shares; 2025Q1: 26,481 shares; 2025Q2: 30,006 shares; 2025Q3: 30,342 shares; 2025Q4: 29,025 shares; 2026Q1: 29,577 shares 29,577 $10.6M 0.34% +552 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: 4,333 shares; 2024Q4: 4,430 shares; 2025Q1: 4,923 shares; 2025Q2: 5,798 shares; 2025Q3: 7,439 shares; 2025Q4: 12,915 shares; 2026Q1: 14,801 shares 14,801 $10.5M 0.34% +1,886 Timeline BSJQ 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: 240,119 shares; 2024Q4: 333,668 shares; 2025Q1: 566,966 shares; 2025Q2: 568,763 shares; 2025Q3: 547,414 shares; 2025Q4: 517,592 shares; 2026Q1: 445,230 shares 445,230 $10.3M 0.33% -72,362 Timeline FSTA 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: 159,195 shares; 2024Q4: 170,748 shares; 2025Q1: 176,452 shares; 2025Q2: 182,426 shares; 2025Q3: 185,389 shares; 2025Q4: 188,161 shares; 2026Q1: 197,003 shares 197,003 $10.3M 0.33% +8,842 Timeline SCHM 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: 155,399 shares; 2024Q4: 443,600 shares; 2025Q1: 428,532 shares; 2025Q2: 355,046 shares; 2025Q3: 338,857 shares; 2025Q4: 346,685 shares; 2026Q1: 329,793 shares 329,793 $10.2M 0.33% -16,892 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,052 shares; 2024Q4: 7,518 shares; 2025Q1: 8,868 shares; 2025Q2: 9,791 shares; 2025Q3: 9,854 shares; 2025Q4: 9,985 shares; 2026Q1: 9,197 shares 9,197 $10.1M 0.32% -788 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: 10,756 shares; 2024Q4: 138,353 shares; 2025Q1: 142,940 shares; 2025Q2: 142,478 shares; 2025Q3: 171,940 shares; 2025Q4: 58,458 shares; 2026Q1: 64,354 shares 64,354 $9.41M 0.3% +5,896 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417,055 shares; 2024Q4: 475,614 shares; 2025Q1: 473,156 shares; 2025Q2: 240,785 shares; 2025Q3: 174,856 shares; 2025Q4: 149,733 shares; 2026Q1: 103,738 shares 103,738 $9.39M 0.3% -45,995 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: 20,500 shares; 2024Q4: 19,473 shares; 2025Q1: 25,629 shares; 2025Q2: 34,645 shares; 2025Q3: 32,086 shares; 2025Q4: 44,687 shares; 2026Q1: 54,850 shares 54,850 $9.31M 0.3% +10,163 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: 17,030 shares; 2024Q4: 17,005 shares; 2025Q1: 21,107 shares; 2025Q2: 25,336 shares; 2025Q3: 27,069 shares; 2025Q4: 26,906 shares; 2026Q1: 29,203 shares 29,203 $8.83M 0.28% +2,297 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: 228,586 shares; 2024Q4: 224,337 shares; 2025Q1: 210,443 shares; 2025Q2: 196,581 shares; 2025Q3: 183,845 shares; 2025Q4: 181,287 shares; 2026Q1: 167,881 shares 167,881 $8.82M 0.28% -13,406 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: 7,364 shares; 2024Q4: 7,641 shares; 2025Q1: 8,134 shares; 2025Q2: 9,329 shares; 2025Q3: 9,468 shares; 2025Q4: 9,186 shares; 2026Q1: 9,585 shares 9,585 $8.58M 0.28% +399 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: 38,525 shares; 2024Q4: 33,776 shares; 2025Q1: 45,028 shares; 2025Q2: 49,705 shares; 2025Q3: 58,223 shares; 2025Q4: 55,229 shares; 2026Q1: 68,098 shares 68,098 $8.46M 0.27% +12,869 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: 40,292 shares; 2024Q4: 59,971 shares; 2025Q1: 79,428 shares; 2025Q2: 144,043 shares; 2025Q3: 130,576 shares; 2025Q4: 137,415 shares; 2026Q1: 152,395 shares 152,395 $8.46M 0.27% +14,980 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: 60,626 shares; 2024Q4: 103,377 shares; 2025Q1: 105,422 shares; 2025Q2: 109,320 shares; 2025Q3: 113,611 shares; 2025Q4: 112,695 shares; 2026Q1: 115,342 shares 115,342 $8.39M 0.27% +2,647 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: 2,462 shares; 2024Q4: 2,412 shares; 2025Q1: 3,218 shares; 2025Q2: 3,997 shares; 2025Q3: 4,361 shares; 2025Q4: 42,741 shares; 2026Q1: 84,279 shares 84,279 $8.1M 0.26% +41,538 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: 18,812 shares; 2024Q4: 23,899 shares; 2025Q1: 23,419 shares; 2025Q2: 24,269 shares; 2025Q3: 26,256 shares; 2025Q4: 29,114 shares; 2026Q1: 35,942 shares 35,942 $7.82M 0.25% +6,828 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: 9,472 shares; 2024Q4: 9,104 shares; 2025Q1: 11,081 shares; 2025Q2: 11,640 shares; 2025Q3: 11,754 shares; 2025Q4: 11,908 shares; 2026Q1: 11,803 shares 11,803 $7.71M 0.25% -105 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,363 shares; 2024Q4: 112,167 shares; 2025Q1: 108,953 shares; 2025Q2: 99,690 shares; 2025Q3: 93,514 shares; 2025Q4: 92,181 shares; 2026Q1: 88,518 shares 88,518 $7.51M 0.24% -3,663 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,328 shares; 2024Q4: 189,244 shares; 2025Q1: 179,965 shares; 2025Q2: 143,984 shares; 2025Q3: 119,638 shares; 2025Q4: 110,869 shares; 2026Q1: 103,863 shares 103,863 $7.39M 0.24% -7,006 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: 485,874 shares; 2024Q4: 584,711 shares; 2025Q1: 597,913 shares; 2025Q2: 245,987 shares; 2025Q3: 192,370 shares; 2025Q4: 172,682 shares; 2026Q1: 153,769 shares 153,769 $7.23M 0.23% -18,913 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: 28,581 shares; 2024Q4: 32,102 shares; 2025Q1: 43,746 shares; 2025Q2: 57,308 shares; 2025Q3: 58,598 shares; 2025Q4: 56,740 shares; 2026Q1: 59,707 shares 59,707 $7.18M 0.23% +2,967 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 260,268 shares; 2024Q4: 487,070 shares; 2025Q1: 453,506 shares; 2025Q2: 394,466 shares; 2025Q3: 351,176 shares; 2025Q4: 332,361 shares; 2026Q1: 306,751 shares 306,751 $7.12M 0.23% -25,610 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: 20,198 shares; 2024Q4: 18,972 shares; 2025Q1: 24,741 shares; 2025Q2: 26,639 shares; 2025Q3: 28,564 shares; 2025Q4: 26,424 shares; 2026Q1: 28,428 shares 28,428 $6.95M 0.22% +2,004 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,584 shares; 2024Q4: 139,729 shares; 2025Q1: 136,993 shares; 2025Q2: 135,028 shares; 2025Q3: 132,875 shares; 2025Q4: 131,782 shares; 2026Q1: 127,745 shares 127,745 $6.74M 0.22% -4,037 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: 13,606 shares; 2024Q4: 14,243 shares; 2025Q1: 15,521 shares; 2025Q2: 17,659 shares; 2025Q3: 16,773 shares; 2025Q4: 17,442 shares; 2026Q1: 18,515 shares 18,515 $6.62M 0.21% +1,073 Timeline FHLC 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: 88,170 shares; 2024Q4: 91,795 shares; 2025Q1: 96,510 shares; 2025Q2: 97,311 shares; 2025Q3: 95,152 shares; 2025Q4: 94,829 shares; 2026Q1: 93,860 shares 93,860 $6.6M 0.21% -969 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,775 shares; 2024Q4: 79,626 shares; 2025Q1: 85,315 shares; 2025Q2: 107,674 shares; 2025Q3: 116,848 shares; 2025Q4: 122,614 shares; 2026Q1: 137,404 shares 137,404 $6.46M 0.21% +14,790 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,551 shares; 2024Q4: 242,946 shares; 2025Q1: 256,999 shares; 2025Q2: 276,922 shares; 2025Q3: 287,938 shares; 2025Q4: 282,111 shares; 2026Q1: 297,281 shares 297,281 $6.45M 0.21% +15,170 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: 5,359 shares; 2024Q4: 5,675 shares; 2025Q1: 6,014 shares; 2025Q2: 6,312 shares; 2025Q3: 6,369 shares; 2025Q4: 6,894 shares; 2026Q1: 7,326 shares 7,326 $6.4M 0.21% +432 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,587 shares; 2024Q4: 150,931 shares; 2025Q1: 172,650 shares; 2025Q2: 85,945 shares; 2025Q3: 71,662 shares; 2025Q4: 64,861 shares; 2026Q1: 59,865 shares 59,865 $6.38M 0.2% -4,996 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: 166,996 shares; 2024Q4: 191,966 shares; 2025Q1: 188,186 shares; 2025Q2: 74,342 shares; 2025Q3: 48,651 shares; 2025Q4: 39,685 shares; 2026Q1: 76,423 shares 76,423 $6.31M 0.2% +36,738 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: 215,764 shares; 2024Q4: 233,588 shares; 2025Q1: 245,436 shares; 2025Q2: 272,946 shares; 2025Q3: 285,776 shares; 2025Q4: 283,232 shares; 2026Q1: 292,082 shares 292,082 $6.23M 0.2% +8,850 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,843 shares; 2024Q4: 82,852 shares; 2025Q1: 81,855 shares; 2025Q2: 77,347 shares; 2025Q3: 76,709 shares; 2025Q4: 76,520 shares; 2026Q1: 76,497 shares 76,497 $6.17M 0.2% -23 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,029 shares; 2024Q4: 40,175 shares; 2025Q1: 41,752 shares; 2025Q2: 87,268 shares; 2025Q3: 87,450 shares; 2025Q4: 84,467 shares; 2026Q1: 86,424 shares 86,424 $6.07M 0.19% +1,957 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: 12,908 shares; 2024Q4: 14,986 shares; 2025Q1: 16,198 shares; 2025Q2: 18,460 shares; 2025Q3: 20,310 shares; 2025Q4: 20,667 shares; 2026Q1: 28,904 shares 28,904 $6.01M 0.19% +8,237 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,723 shares; 2024Q4: 2,804 shares; 2025Q1: 2,829 shares; 2025Q2: 10,947 shares; 2025Q3: 11,445 shares; 2025Q4: 10,339 shares; 2026Q1: 10,985 shares 10,985 $5.91M 0.19% +646 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,157 shares; 2024Q4: 36,695 shares; 2025Q1: 38,726 shares; 2025Q2: 44,482 shares; 2025Q3: 45,016 shares; 2025Q4: 49,465 shares; 2026Q1: 49,752 shares 49,752 $5.85M 0.19% +287 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,182 shares; 2024Q4: 38,710 shares; 2025Q1: 45,455 shares; 2025Q2: 48,664 shares; 2025Q3: 50,687 shares; 2025Q4: 50,727 shares; 2026Q1: 52,665 shares 52,665 $5.78M 0.19% +1,938 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: 7,236 shares; 2024Q4: 8,855 shares; 2025Q1: 12,665 shares; 2025Q2: 14,679 shares; 2025Q3: 14,324 shares; 2025Q4: 14,650 shares; 2026Q1: 14,903 shares 14,903 $5.71M 0.18% +253 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 285,054 shares; 2024Q4: 250,622 shares; 2025Q1: 234,908 shares; 2025Q2: 212,612 shares; 2025Q3: 175,711 shares; 2025Q4: 169,446 shares; 2026Q1: 158,201 shares 158,201 $5.65M 0.18% -11,245 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: 16,324 shares; 2024Q4: 16,597 shares; 2025Q1: 20,785 shares; 2025Q2: 24,480 shares; 2025Q3: 25,555 shares; 2025Q4: 27,283 shares; 2026Q1: 28,106 shares 28,106 $5.59M 0.18% +823 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: 4,889 shares; 2024Q4: 5,412 shares; 2025Q1: 7,257 shares; 2025Q2: 9,545 shares; 2025Q3: 10,405 shares; 2025Q4: 9,965 shares; 2026Q1: 11,281 shares 11,281 $5.54M 0.18% +1,316 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,663 shares; 2024Q4: 128,579 shares; 2025Q1: 117,908 shares; 2025Q2: 105,733 shares; 2025Q3: 86,727 shares; 2025Q4: 80,704 shares; 2026Q1: 69,088 shares 69,088 $5.46M 0.18% -11,616 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: 16,379 shares; 2024Q4: 22,434 shares; 2025Q1: 22,723 shares; 2025Q2: 21,610 shares; 2025Q3: 21,154 shares; 2025Q4: 26,113 shares; 2026Q1: 26,241 shares 26,241 $5.43M 0.17% +128 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,909 shares; 2024Q4: 5,273 shares; 2025Q1: 22,885 shares; 2025Q2: 12,857 shares; 2025Q3: 10,980 shares; 2025Q4: 8,976 shares; 2026Q1: 33,506 shares 33,506 $5.42M 0.17% +24,530 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: 9,802 shares; 2024Q4: 10,294 shares; 2025Q1: 12,934 shares; 2025Q2: 14,865 shares; 2025Q3: 16,404 shares; 2025Q4: 15,672 shares; 2026Q1: 16,404 shares 16,404 $5.39M 0.17% +732 Timeline FIXD 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: 527,438 shares; 2024Q4: 601,905 shares; 2025Q1: 585,545 shares; 2025Q2: 297,891 shares; 2025Q3: 199,136 shares; 2025Q4: 226,523 shares; 2026Q1: 122,787 shares 122,787 $5.35M 0.17% -103,736 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: 11,537 shares; 2024Q4: 68,401 shares; 2025Q1: 54,113 shares; 2025Q2: 64,281 shares; 2025Q3: 65,121 shares; 2025Q4: 66,562 shares; 2026Q1: 67,228 shares 67,228 $5.34M 0.17% +666 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,641 shares; 2024Q4: 77,424 shares; 2025Q1: 72,065 shares; 2025Q2: 51,460 shares; 2025Q3: 34,080 shares; 2025Q4: 30,261 shares; 2026Q1: 17,662 shares 17,662 $5.34M 0.17% -12,599 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: 23,659 shares; 2024Q4: 27,978 shares; 2025Q1: 32,000 shares; 2025Q2: 33,539 shares; 2025Q3: 36,708 shares; 2025Q4: 34,216 shares; 2026Q1: 40,355 shares 40,355 $5.33M 0.17% +6,139 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: 1,272 shares; 2024Q4: 1,360 shares; 2025Q1: 2,356 shares; 2025Q2: 3,554 shares; 2025Q3: 4,561 shares; 2025Q4: 6,283 shares; 2026Q1: 12,897 shares 12,897 $5.04M 0.16% +6,614 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: 14,659 shares; 2024Q4: 12,399 shares; 2025Q1: 12,911 shares; 2025Q2: 14,791 shares; 2025Q3: 15,589 shares; 2025Q4: 15,739 shares; 2026Q1: 15,680 shares 15,680 $5.03M 0.16% -59 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: 13,901 shares; 2024Q4: 15,309 shares; 2025Q1: 16,551 shares; 2025Q2: 18,631 shares; 2025Q3: 19,306 shares; 2025Q4: 20,034 shares; 2026Q1: 21,107 shares 21,107 $4.99M 0.16% +1,073 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: 16,199 shares; 2024Q4: 17,716 shares; 2025Q1: 19,305 shares; 2025Q2: 22,336 shares; 2025Q3: 24,497 shares; 2025Q4: 23,990 shares; 2026Q1: 24,873 shares 24,873 $4.92M 0.16% +883 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: 70,879 shares; 2024Q4: 104,156 shares; 2025Q1: 108,991 shares; 2025Q2: 35,782 shares; 2025Q3: 27,121 shares; 2025Q4: 22,977 shares; 2026Q1: 19,599 shares 19,599 $4.86M 0.16% -3,378 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: 102,433 shares; 2024Q4: 105,929 shares; 2025Q1: 102,674 shares; 2025Q2: 102,625 shares; 2025Q3: 99,515 shares; 2025Q4: 92,156 shares; 2026Q1: 90,982 shares 90,982 $4.8M 0.15% -1,174 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: 14,633 shares; 2024Q4: 15,039 shares; 2025Q1: 15,897 shares; 2025Q2: 19,287 shares; 2025Q3: 21,785 shares; 2025Q4: 20,144 shares; 2026Q1: 22,279 shares 22,279 $4.68M 0.15% +2,135 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,836 shares; 2024Q4: 8,660 shares; 2025Q1: 8,677 shares; 2025Q2: 12,955 shares; 2025Q3: 14,481 shares; 2025Q4: 13,957 shares; 2026Q1: 14,198 shares 14,198 $4.67M 0.15% +241 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,258 shares; 2024Q4: 106,682 shares; 2025Q1: 102,205 shares; 2025Q2: 66,481 shares; 2025Q3: 62,072 shares; 2025Q4: 61,488 shares; 2026Q1: 59,510 shares 59,510 $4.67M 0.15% -1,978 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,345 shares; 2024Q4: 12,387 shares; 2025Q1: 13,070 shares; 2025Q2: 14,511 shares; 2025Q3: 14,797 shares; 2025Q4: 14,872 shares; 2026Q1: 15,216 shares 15,216 $4.63M 0.15% +344 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: 13,384 shares; 2024Q4: 17,045 shares; 2025Q1: 50,252 shares; 2025Q2: 21,143 shares; 2025Q3: 24,771 shares; 2025Q4: 64,509 shares; 2026Q1: 99,993 shares 99,993 $4.59M 0.15% +35,484 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,620 shares; 2024Q4: 38,257 shares; 2025Q1: 47,760 shares; 2025Q2: 48,467 shares; 2025Q3: 40,365 shares; 2025Q4: 41,819 shares; 2026Q1: 41,521 shares 41,521 $4.59M 0.15% -298 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,178 shares; 2024Q4: 141,540 shares; 2025Q1: 127,658 shares; 2025Q2: 100,102 shares; 2025Q3: 78,082 shares; 2025Q4: 70,725 shares; 2026Q1: 57,336 shares 57,336 $4.55M 0.15% -13,389 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,254 shares; 2024Q4: 11,507 shares; 2025Q1: 12,327 shares; 2025Q2: 14,606 shares; 2025Q3: 15,828 shares; 2025Q4: 15,818 shares; 2026Q1: 16,601 shares 16,601 $4.52M 0.14% +783 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,748 shares; 2025Q1: 35,615 shares; 2025Q2: 44,798 shares; 2025Q3: 51,129 shares; 2025Q4: 61,077 shares; 2026Q1: 68,506 shares 68,506 $4.52M 0.14% +7,429 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,063 shares; 2024Q4: 41,446 shares; 2025Q1: 43,807 shares; 2025Q2: 51,182 shares; 2025Q3: 50,290 shares; 2025Q4: 51,382 shares; 2026Q1: 52,171 shares 52,171 $4.47M 0.14% +789 Timeline WSR WHITESTONE REIT More: the full row for WHITESTONE REIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,891 shares; 2024Q4: 201,678 shares; 2025Q1: 218,196 shares; 2025Q2: 249,905 shares; 2025Q3: 263,489 shares; 2025Q4: 263,192 shares; 2026Q1: 275,226 shares 275,226 $4.44M 0.14% +12,034 Timeline FFLG 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: 50,305 shares; 2024Q4: 61,591 shares; 2025Q1: 102,980 shares; 2025Q2: 136,146 shares; 2025Q3: 131,915 shares; 2025Q4: 144,046 shares; 2026Q1: 159,180 shares 159,180 $4.43M 0.14% +15,134 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,267 shares; 2024Q4: 22,203 shares; 2025Q1: 23,965 shares; 2025Q2: 27,385 shares; 2025Q3: 30,034 shares; 2025Q4: 32,030 shares; 2026Q1: 33,000 shares 33,000 $4.39M 0.14% +970 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,859 shares; 2024Q4: 40,610 shares; 2025Q1: 42,443 shares; 2025Q2: 46,605 shares; 2025Q3: 47,307 shares; 2025Q4: 46,143 shares; 2026Q1: 49,023 shares 49,023 $4.34M 0.14% +2,880 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: 14,777 shares; 2024Q4: 15,986 shares; 2025Q1: 16,582 shares; 2025Q2: 18,047 shares; 2025Q3: 18,530 shares; 2025Q4: 17,859 shares; 2026Q1: 17,839 shares 17,839 $4.32M 0.14% -20 Timeline CFA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,357 shares; 2024Q4: 50,748 shares; 2025Q1: 49,566 shares; 2025Q2: 49,279 shares; 2025Q3: 48,253 shares; 2025Q4: 47,184 shares; 2026Q1: 46,576 shares 46,576 $4.26M 0.14% -608 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: 10,382 shares; 2024Q4: 53,424 shares; 2025Q1: 62,852 shares; 2025Q2: 59,321 shares; 2025Q3: 64,457 shares; 2025Q4: 71,692 shares; 2026Q1: 87,112 shares 87,112 $4.25M 0.14% +15,420 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: 168,624 shares; 2024Q4: 159,308 shares; 2025Q1: 148,324 shares; 2025Q2: 126,845 shares; 2025Q3: 109,686 shares; 2025Q4: 101,047 shares; 2026Q1: 86,420 shares 86,420 $4.18M 0.13% -14,627 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: 601,607 shares; 2024Q4: 529,191 shares; 2025Q1: 486,079 shares; 2025Q2: 377,793 shares; 2025Q3: 250,802 shares; 2025Q4: 228,835 shares; 2026Q1: 160,701 shares 160,701 $4.12M 0.13% -68,134 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,086 shares; 2024Q4: 188,407 shares; 2025Q1: 201,077 shares; 2025Q2: 226,221 shares; 2025Q3: 246,566 shares; 2025Q4: 246,392 shares; 2026Q1: 262,929 shares 262,929 $4.11M 0.13% +16,537 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,844 shares; 2024Q4: 18,907 shares; 2025Q1: 19,115 shares; 2025Q2: 19,072 shares; 2025Q3: 19,041 shares; 2025Q4: 24,498 shares; 2026Q1: 22,650 shares 22,650 $4.08M 0.13% -1,848 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,451 shares; 2024Q4: 23,319 shares; 2025Q1: 21,287 shares; 2025Q2: 21,419 shares; 2025Q3: 27,478 shares; 2025Q4: 26,038 shares; 2026Q1: 27,946 shares 27,946 $4.06M 0.13% +1,908 Timeline KE KIMBALL ELECTRONICS INC More: the full row for KIMBALL ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404,258 shares; 2024Q4: 173,016 shares; 2025Q1: 173,016 shares; 2025Q2: 172,826 shares; 2025Q3: 171,252 shares; 2025Q4: 171,252 shares; 2026Q1: 171,252 shares 171,252 $4.06M 0.13% 0 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: 30,156 shares; 2024Q4: 30,993 shares; 2025Q1: 43,624 shares; 2025Q2: 51,554 shares; 2025Q3: 71,121 shares; 2025Q4: 74,421 shares; 2026Q1: 77,051 shares 77,051 $4.05M 0.13% +2,630 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,686 shares; 2024Q4: 80,661 shares; 2025Q1: 80,126 shares; 2025Q2: 94,315 shares; 2025Q3: 99,782 shares; 2025Q4: 99,395 shares; 2026Q1: 102,490 shares 102,490 $4M 0.13% +3,095 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: 47,810 shares; 2024Q4: 52,409 shares; 2025Q1: 54,556 shares; 2025Q2: 63,337 shares; 2025Q3: 64,645 shares; 2025Q4: 61,716 shares; 2026Q1: 63,618 shares 63,618 $3.99M 0.13% +1,902 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,272 shares; 2024Q4: 34,588 shares; 2025Q1: 36,413 shares; 2025Q2: 38,206 shares; 2025Q3: 38,983 shares; 2025Q4: 40,497 shares; 2026Q1: 42,923 shares 42,923 $3.97M 0.13% +2,426 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,436 shares; 2024Q4: 10,862 shares; 2025Q1: 26,486 shares; 2025Q2: 26,968 shares; 2025Q3: 26,786 shares; 2025Q4: 26,804 shares; 2026Q1: 26,886 shares 26,886 $3.92M 0.13% +82 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,394 shares; 2024Q4: 6,311 shares; 2025Q1: 6,178 shares; 2025Q2: 9,555 shares; 2025Q3: 9,670 shares; 2025Q4: 19,556 shares; 2026Q1: 63,569 shares 63,569 $3.89M 0.12% +44,013 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,721 shares; 2024Q4: 9,509 shares; 2025Q1: 10,051 shares; 2025Q2: 10,862 shares; 2025Q3: 9,172 shares; 2025Q4: 8,940 shares; 2026Q1: 8,097 shares 8,097 $3.89M 0.12% -843 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: 30,049 shares; 2024Q4: 33,707 shares; 2025Q1: 36,149 shares; 2025Q2: 43,377 shares; 2025Q3: 42,594 shares; 2025Q4: 44,557 shares; 2026Q1: 42,967 shares 42,967 $3.88M 0.12% -1,590 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,090 shares; 2024Q4: 53,748 shares; 2025Q1: 56,929 shares; 2025Q2: 63,949 shares; 2025Q3: 66,274 shares; 2025Q4: 68,464 shares; 2026Q1: 71,627 shares 71,627 $3.83M 0.12% +3,163 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: 24,675 shares; 2024Q4: 29,635 shares; 2025Q1: 34,582 shares; 2025Q2: 38,035 shares; 2025Q3: 39,594 shares; 2025Q4: 39,717 shares; 2026Q1: 43,074 shares 43,074 $3.73M 0.12% +3,357 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,462 shares; 2024Q4: 37,123 shares; 2025Q1: 36,737 shares; 2025Q2: 41,182 shares; 2025Q3: 38,670 shares; 2025Q4: 45,952 shares; 2026Q1: 48,750 shares 48,750 $3.71M 0.12% +2,798 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: 114,678 shares; 2024Q4: 103,763 shares; 2025Q1: 104,071 shares; 2025Q2: 110,830 shares; 2025Q3: 97,538 shares; 2025Q4: 89,745 shares; 2026Q1: 80,817 shares 80,817 $3.69M 0.12% -8,928 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: 24,319 shares; 2024Q4: 22,794 shares; 2025Q1: 22,270 shares; 2025Q2: 20,707 shares; 2025Q3: 16,870 shares; 2025Q4: 16,314 shares; 2026Q1: 14,073 shares 14,073 $3.69M 0.12% -2,241 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,432 shares; 2024Q4: 116,544 shares; 2025Q1: 122,419 shares; 2025Q2: 130,258 shares; 2025Q3: 134,440 shares; 2025Q4: 135,146 shares; 2026Q1: 139,764 shares 139,764 $3.67M 0.12% +4,618 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,690 shares; 2024Q4: 13,467 shares; 2025Q1: 15,596 shares; 2025Q2: 18,598 shares; 2025Q3: 21,297 shares; 2025Q4: 19,527 shares; 2026Q1: 21,021 shares 21,021 $3.65M 0.12% +1,494 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,666 shares; 2024Q4: 88,735 shares; 2025Q1: 167,564 shares; 2025Q2: 106,311 shares; 2025Q3: 106,678 shares; 2025Q4: 102,494 shares; 2026Q1: 140,913 shares 140,913 $3.61M 0.12% +38,419 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303,158 shares; 2024Q4: 261,158 shares; 2025Q1: 234,463 shares; 2025Q2: 183,032 shares; 2025Q3: 128,623 shares; 2025Q4: 119,284 shares; 2026Q1: 86,230 shares 86,230 $3.6M 0.12% -33,054 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: 14,463 shares; 2024Q4: 14,732 shares; 2025Q1: 16,132 shares; 2025Q2: 27,857 shares; 2025Q3: 32,924 shares; 2025Q4: 33,291 shares; 2026Q1: 22,827 shares 22,827 $3.54M 0.11% -10,464 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,942 shares; 2024Q4: 19,021 shares; 2025Q1: 22,267 shares; 2025Q2: 24,318 shares; 2025Q3: 24,870 shares; 2025Q4: 25,317 shares; 2026Q1: 26,562 shares 26,562 $3.51M 0.11% +1,245 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: 22,279 shares; 2024Q4: 22,407 shares; 2025Q1: 22,152 shares; 2025Q2: 28,452 shares; 2025Q3: 33,347 shares; 2025Q4: 34,353 shares; 2026Q1: 39,115 shares 39,115 $3.5M 0.11% +4,762 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: 15,490 shares; 2024Q4: 15,318 shares; 2025Q1: 14,546 shares; 2025Q2: 12,948 shares; 2025Q3: 12,507 shares; 2025Q4: 12,432 shares; 2026Q1: 11,056 shares 11,056 $3.47M 0.11% -1,376 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: 28,457 shares; 2024Q4: 31,110 shares; 2025Q1: 34,952 shares; 2025Q2: 38,681 shares; 2025Q3: 41,670 shares; 2025Q4: 46,388 shares; 2026Q1: 50,078 shares 50,078 $3.42M 0.11% +3,690 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: 42,787 shares; 2024Q4: 56,052 shares; 2025Q1: 24,045 shares; 2025Q2: 20,610 shares; 2025Q3: 19,242 shares; 2025Q4: 57,068 shares; 2026Q1: 68,152 shares 68,152 $3.36M 0.11% +11,084 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: 3,284 shares; 2024Q4: 2,661 shares; 2025Q1: 7,470 shares; 2025Q2: 12,675 shares; 2025Q3: 27,431 shares; 2025Q4: 40,653 shares; 2026Q1: 46,421 shares 46,421 $3.34M 0.11% +5,768 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,007 shares; 2024Q4: 94,360 shares; 2025Q1: 94,250 shares; 2025Q2: 105,121 shares; 2025Q3: 107,296 shares; 2025Q4: 108,289 shares; 2026Q1: 113,713 shares 113,713 $3.31M 0.11% +5,424 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,967 shares; 2024Q4: 47,111 shares; 2025Q1: 50,282 shares; 2025Q2: 58,816 shares; 2025Q3: 62,608 shares; 2025Q4: 61,386 shares; 2026Q1: 65,187 shares 65,187 $3.3M 0.11% +3,801 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,225 shares; 2024Q4: 223,043 shares; 2025Q1: 201,988 shares; 2025Q2: 165,556 shares; 2025Q3: 127,466 shares; 2025Q4: 115,783 shares; 2026Q1: 96,685 shares 96,685 $3.27M 0.1% -19,098 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: 26,047 shares; 2024Q4: 91,447 shares; 2025Q1: 101,641 shares; 2025Q2: 112,768 shares; 2025Q3: 116,908 shares; 2025Q4: 109,836 shares; 2026Q1: 106,543 shares 106,543 $3.27M 0.1% -3,293 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,841 shares; 2025Q1: 2,164 shares; 2025Q2: 69,357 shares; 2025Q3: 64,776 shares; 2025Q4: 72,341 shares; 2026Q1: 70,875 shares 70,875 $3.26M 0.1% -1,466 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: 7,982 shares; 2024Q4: 13,619 shares; 2025Q1: 13,250 shares; 2025Q2: 20,998 shares; 2025Q3: 19,071 shares; 2025Q4: 19,209 shares; 2026Q1: 21,826 shares 21,826 $3.23M 0.1% +2,617 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: 5,710 shares; 2024Q4: 6,457 shares; 2025Q1: 7,162 shares; 2025Q2: 8,622 shares; 2025Q3: 9,550 shares; 2025Q4: 9,584 shares; 2026Q1: 10,002 shares 10,002 $3.23M 0.1% +418 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,968 shares; 2024Q4: 53,237 shares; 2025Q1: 55,740 shares; 2025Q2: 58,991 shares; 2025Q3: 59,343 shares; 2025Q4: 58,280 shares; 2026Q1: 60,400 shares 60,400 $3.2M 0.1% +2,120 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: 18,664 shares; 2024Q4: 22,226 shares; 2025Q1: 27,736 shares; 2025Q2: 29,913 shares; 2025Q3: 39,025 shares; 2025Q4: 40,753 shares; 2026Q1: 41,117 shares 41,117 $3.19M 0.1% +364 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: 44,356 shares; 2024Q4: 35,981 shares; 2025Q1: 36,899 shares; 2025Q2: 35,631 shares; 2025Q3: 33,617 shares; 2025Q4: 33,713 shares; 2026Q1: 32,469 shares 32,469 $3.18M 0.1% -1,244 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: 19,645 shares; 2024Q4: 22,082 shares; 2025Q1: 28,341 shares; 2025Q2: 51,814 shares; 2025Q3: 39,666 shares; 2025Q4: 41,438 shares; 2026Q1: 47,723 shares 47,723 $3.15M 0.1% +6,285 Timeline SLYV 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: 43,556 shares; 2024Q4: 42,616 shares; 2025Q1: 41,658 shares; 2025Q2: 35,619 shares; 2025Q3: 34,685 shares; 2025Q4: 33,832 shares; 2026Q1: 33,173 shares 33,173 $3.14M 0.1% -659 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,972 shares; 2024Q4: 15,586 shares; 2025Q1: 16,945 shares; 2025Q2: 19,528 shares; 2025Q3: 21,179 shares; 2025Q4: 20,494 shares; 2026Q1: 21,383 shares 21,383 $3.13M 0.1% +889 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,575 shares; 2024Q4: 2,575 shares; 2025Q1: 3,237 shares; 2025Q2: 2,257 shares; 2025Q3: 4,976 shares; 2025Q4: 26,623 shares; 2026Q1: 33,515 shares 33,515 $3.11M 0.1% +6,892 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: 89,289 shares; 2024Q4: 96,666 shares; 2025Q1: 104,071 shares; 2025Q2: 125,462 shares; 2025Q3: 131,407 shares; 2025Q4: 135,516 shares; 2026Q1: 109,981 shares 109,981 $3.09M 0.1% -25,535 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 479 shares; 2025Q1: 543 shares; 2025Q2: 472 shares; 2025Q3: 19,487 shares; 2025Q4: 18,500 shares; 2026Q1: 18,801 shares 18,801 $2.96M 0.09% +301 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,957 shares; 2024Q4: 17,762 shares; 2025Q1: 21,548 shares; 2025Q2: 31,199 shares; 2025Q3: 33,550 shares; 2025Q4: 34,492 shares; 2026Q1: 35,266 shares 35,266 $2.95M 0.09% +774 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,214 shares; 2024Q4: 119,068 shares; 2025Q1: 126,431 shares; 2025Q2: 134,709 shares; 2025Q3: 139,970 shares; 2025Q4: 137,463 shares; 2026Q1: 141,989 shares 141,989 $2.91M 0.09% +4,526 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: 9,100 shares; 2024Q4: 9,513 shares; 2025Q1: 9,824 shares; 2025Q2: 12,424 shares; 2025Q3: 10,956 shares; 2025Q4: 11,296 shares; 2026Q1: 17,339 shares 17,339 $2.87M 0.09% +6,043 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: 6,458 shares; 2024Q4: 4,601 shares; 2025Q1: 5,393 shares; 2025Q2: 5,900 shares; 2025Q3: 8,251 shares; 2025Q4: 8,199 shares; 2026Q1: 9,139 shares 9,139 $2.84M 0.09% +940 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: 7,791 shares; 2024Q4: 7,363 shares; 2025Q1: 8,476 shares; 2025Q2: 9,715 shares; 2025Q3: 27,846 shares; 2025Q4: 34,375 shares; 2026Q1: 26,391 shares 26,391 $2.8M 0.09% -7,984 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5 shares; 2024Q4: 5 shares; 2025Q1: 37,198 shares; 2025Q2: 37,014 shares; 2025Q3: 37,705 shares; 2025Q4: 37,864 shares; 2026Q1: 38,056 shares 38,056 $2.78M 0.09% +192 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: 9,364 shares; 2024Q4: 13,357 shares; 2025Q1: 13,718 shares; 2025Q2: 14,798 shares; 2025Q3: 15,550 shares; 2025Q4: 16,351 shares; 2026Q1: 14,241 shares 14,241 $2.75M 0.09% -2,110 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,699 shares; 2024Q4: 34,841 shares; 2025Q1: 37,251 shares; 2025Q2: 45,882 shares; 2025Q3: 48,002 shares; 2025Q4: 39,344 shares; 2026Q1: 54,561 shares 54,561 $2.74M 0.09% +15,217 Timeline MGK 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 451 shares; 2025Q2: 2,588 shares; 2025Q3: 451 shares; 2025Q4: 490 shares; 2026Q1: 7,431 shares 7,431 $2.73M 0.09% +6,941 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: 2,215 shares; 2024Q4: 2,240 shares; 2025Q1: 4,086 shares; 2025Q2: 5,157 shares; 2025Q3: 5,362 shares; 2025Q4: 5,285 shares; 2026Q1: 5,430 shares 5,430 $2.71M 0.09% +145 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: 2,510 shares; 2024Q4: 2,483 shares; 2025Q1: 2,638 shares; 2025Q2: 3,233 shares; 2025Q3: 3,890 shares; 2025Q4: 4,377 shares; 2026Q1: 4,815 shares 4,815 $2.71M 0.09% +438 Timeline IGRO 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: 578 shares; 2024Q4: 947 shares; 2025Q1: 9,616 shares; 2025Q2: 15,070 shares; 2025Q3: 27,461 shares; 2025Q4: 30,438 shares; 2026Q1: 32,307 shares 32,307 $2.71M 0.09% +1,869 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: 45,953 shares; 2024Q4: 43,882 shares; 2025Q1: 32,732 shares; 2025Q2: 28,331 shares; 2025Q3: 27,486 shares; 2025Q4: 27,755 shares; 2026Q1: 27,182 shares 27,182 $2.64M 0.08% -573 Timeline SEM SELECT MED HLDGS CORP More: the full row for SELECT MED HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,611 shares; 2024Q4: 107,541 shares; 2025Q1: 114,837 shares; 2025Q2: 141,964 shares; 2025Q3: 161,964 shares; 2025Q4: 141,907 shares; 2026Q1: 161,326 shares 161,326 $2.63M 0.08% +19,419 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,889 shares; 2024Q4: 177,074 shares; 2025Q1: 176,864 shares; 2025Q2: 176,521 shares; 2025Q3: 107,800 shares; 2025Q4: 108,829 shares; 2026Q1: 107,065 shares 107,065 $2.61M 0.08% -1,764 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: 12,313 shares; 2024Q4: 12,187 shares; 2025Q1: 12,195 shares; 2025Q2: 12,195 shares; 2025Q3: 12,209 shares; 2025Q4: 12,506 shares; 2026Q1: 12,503 shares 12,503 $2.57M 0.08% -3 Timeline DIVB 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: 26,728 shares; 2024Q4: 32,006 shares; 2025Q1: 35,345 shares; 2025Q2: 38,352 shares; 2025Q3: 41,245 shares; 2025Q4: 44,769 shares; 2026Q1: 47,330 shares 47,330 $2.55M 0.08% +2,561 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 4,097 shares; 2025Q1: 4,456 shares; 2025Q2: 4,391 shares; 2025Q3: 4,757 shares; 2025Q4: 5,195 shares; 2026Q1: 5,507 shares 5,507 $2.54M 0.08% +312 Timeline NLR 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: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 10,172 shares; 2025Q4: 16,249 shares; 2026Q1: 18,904 shares 18,904 $2.52M 0.08% +2,655 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: 5,153 shares; 2024Q4: 9,445 shares; 2025Q1: 10,159 shares; 2025Q2: 13,010 shares; 2025Q3: 13,555 shares; 2025Q4: 17,160 shares; 2026Q1: 21,877 shares 21,877 $2.52M 0.08% +4,717 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,879 shares; 2024Q4: 61,695 shares; 2025Q1: 60,846 shares; 2025Q2: 55,223 shares; 2025Q3: 52,652 shares; 2025Q4: 50,438 shares; 2026Q1: 49,938 shares 49,938 $2.51M 0.08% -500 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,200 shares; 2024Q4: 72,358 shares; 2025Q1: 79,030 shares; 2025Q2: 87,349 shares; 2025Q3: 90,417 shares; 2025Q4: 86,547 shares; 2026Q1: 91,157 shares 91,157 $2.49M 0.08% +4,610 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,817 shares; 2024Q4: 111,421 shares; 2025Q1: 118,836 shares; 2025Q2: 130,585 shares; 2025Q3: 136,999 shares; 2025Q4: 130,255 shares; 2026Q1: 137,558 shares 137,558 $2.48M 0.08% +7,303 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 5,897 shares; 2025Q1: 65,467 shares; 2025Q2: 101,839 shares; 2025Q3: 190,039 shares; 2025Q4: 206,868 shares; 2026Q1: 223,493 shares 223,493 $2.47M 0.08% +16,625 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: 1,360 shares; 2024Q4: 1,063 shares; 2025Q1: 3,970 shares; 2025Q2: 4,133 shares; 2025Q3: 9,257 shares; 2025Q4: 8,502 shares; 2026Q1: 7,233 shares 7,233 $2.44M 0.08% -1,269 Timeline SLYG 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: 21,669 shares; 2024Q4: 21,368 shares; 2025Q1: 21,102 shares; 2025Q2: 20,060 shares; 2025Q3: 26,529 shares; 2025Q4: 26,748 shares; 2026Q1: 25,275 shares 25,275 $2.44M 0.08% -1,473 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,495 shares; 2024Q4: 34,267 shares; 2025Q1: 43,401 shares; 2025Q2: 68,257 shares; 2025Q3: 76,322 shares; 2025Q4: 74,763 shares; 2026Q1: 91,001 shares 91,001 $2.41M 0.08% +16,238 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: 2,038 shares; 2024Q4: 11,044 shares; 2025Q1: 11,699 shares; 2025Q2: 16,022 shares; 2025Q3: 17,861 shares; 2025Q4: 18,450 shares; 2026Q1: 18,220 shares 18,220 $2.39M 0.08% -230 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: 4,666 shares; 2024Q4: 3,414 shares; 2025Q1: 8,352 shares; 2025Q2: 9,357 shares; 2025Q3: 11,590 shares; 2025Q4: 13,814 shares; 2026Q1: 18,507 shares 18,507 $2.38M 0.08% +4,693 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,818 shares; 2024Q4: 116,054 shares; 2025Q1: 103,857 shares; 2025Q2: 99,830 shares; 2025Q3: 87,646 shares; 2025Q4: 82,699 shares; 2026Q1: 81,686 shares 81,686 $2.38M 0.08% -1,013 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: 39,481 shares; 2024Q4: 42,273 shares; 2025Q1: 43,351 shares; 2025Q2: 50,096 shares; 2025Q3: 54,483 shares; 2025Q4: 54,110 shares; 2026Q1: 80,830 shares 80,830 $2.34M 0.08% +26,720 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,016 shares; 2024Q4: 15,100 shares; 2025Q1: 14,096 shares; 2025Q2: 15,553 shares; 2025Q3: 16,590 shares; 2025Q4: 15,566 shares; 2026Q1: 16,146 shares 16,146 $2.33M 0.07% +580 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: 3,917 shares; 2024Q4: 4,282 shares; 2025Q1: 7,637 shares; 2025Q2: 10,692 shares; 2025Q3: 11,659 shares; 2025Q4: 11,595 shares; 2026Q1: 13,823 shares 13,823 $2.27M 0.07% +2,228 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: 1,536 shares; 2024Q4: 1,628 shares; 2025Q1: 1,675 shares; 2025Q2: 3,199 shares; 2025Q3: 2,357 shares; 2025Q4: 2,066 shares; 2026Q1: 2,645 shares 2,645 $2.24M 0.07% +579 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: 11,857 shares; 2024Q4: 11,995 shares; 2025Q1: 13,309 shares; 2025Q2: 11,913 shares; 2025Q3: 11,284 shares; 2025Q4: 11,333 shares; 2026Q1: 11,393 shares 11,393 $2.24M 0.07% +60 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,039 shares; 2025Q1: 3,616 shares; 2025Q2: 6,569 shares; 2025Q3: 6,507 shares; 2025Q4: 6,606 shares; 2026Q1: 6,334 shares 6,334 $2.23M 0.07% -272 Timeline EFIV 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: 1,349 shares; 2024Q4: 2,066 shares; 2025Q1: 21,791 shares; 2025Q2: 24,622 shares; 2025Q3: 24,821 shares; 2025Q4: 32,920 shares; 2026Q1: 35,036 shares 35,036 $2.21M 0.07% +2,116 Timeline TQQQ 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: 26,336 shares; 2024Q4: 1,751 shares; 2025Q1: 6,716 shares; 2025Q2: 35,459 shares; 2025Q3: 28,852 shares; 2025Q4: 56,505 shares; 2026Q1: 52,864 shares 52,864 $2.2M 0.07% -3,641 Timeline SPMD 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: 41,268 shares; 2024Q4: 36,262 shares; 2025Q1: 35,894 shares; 2025Q2: 39,175 shares; 2025Q3: 32,410 shares; 2025Q4: 33,941 shares; 2026Q1: 37,084 shares 37,084 $2.2M 0.07% +3,143 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,580 shares; 2024Q4: 52,682 shares; 2025Q1: 52,769 shares; 2025Q2: 52,762 shares; 2025Q3: 55,599 shares; 2025Q4: 55,714 shares; 2026Q1: 55,798 shares 55,798 $2.17M 0.07% +84 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,854 shares; 2024Q4: 22,360 shares; 2025Q1: 21,904 shares; 2025Q2: 19,906 shares; 2025Q3: 19,608 shares; 2025Q4: 19,576 shares; 2026Q1: 18,300 shares 18,300 $2.17M 0.07% -1,276 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,195 shares; 2024Q4: 9,467 shares; 2025Q1: 16,228 shares; 2025Q2: 15,712 shares; 2025Q3: 13,937 shares; 2025Q4: 13,678 shares; 2026Q1: 19,074 shares 19,074 $2.16M 0.07% +5,396 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: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 3 shares; 2025Q4: 4 shares; 2026Q1: 3 shares 3 $2.15M 0.07% -1 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: 18,226 shares; 2024Q4: 19,787 shares; 2025Q1: 20,893 shares; 2025Q2: 20,296 shares; 2025Q3: 22,083 shares; 2025Q4: 22,320 shares; 2026Q1: 21,659 shares 21,659 $2.15M 0.07% -661 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: 30,424 shares; 2024Q4: 40,638 shares; 2025Q1: 29,103 shares; 2025Q2: 29,052 shares; 2025Q3: 33,161 shares; 2025Q4: 35,428 shares; 2026Q1: 48,635 shares 48,635 $2.15M 0.07% +13,207 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: 565 shares; 2024Q4: 673 shares; 2025Q1: 1,125 shares; 2025Q2: 3,483 shares; 2025Q3: 4,355 shares; 2025Q4: 5,121 shares; 2026Q1: 6,536 shares 6,536 $2.13M 0.07% +1,415 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: 1,761 shares; 2024Q4: 1,991 shares; 2025Q1: 4,431 shares; 2025Q2: 5,528 shares; 2025Q3: 4,619 shares; 2025Q4: 4,709 shares; 2026Q1: 4,824 shares 4,824 $2.11M 0.07% +115 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,112 shares; 2024Q4: 174,762 shares; 2025Q1: 188,864 shares; 2025Q2: 208,160 shares; 2025Q3: 212,604 shares; 2025Q4: 213,056 shares; 2026Q1: 221,940 shares 221,940 $2.1M 0.07% +8,884 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: 11,389 shares; 2024Q4: 12,479 shares; 2025Q1: 13,895 shares; 2025Q2: 14,109 shares; 2025Q3: 16,042 shares; 2025Q4: 19,158 shares; 2026Q1: 22,566 shares 22,566 $2.1M 0.07% +3,408 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: 4,835 shares; 2024Q4: 5,009 shares; 2025Q1: 5,674 shares; 2025Q2: 6,523 shares; 2025Q3: 10,977 shares; 2025Q4: 10,736 shares; 2026Q1: 14,108 shares 14,108 $2.08M 0.07% +3,372 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,743 shares; 2024Q4: 97,743 shares; 2025Q1: 97,973 shares; 2025Q2: 87,533 shares; 2025Q3: 54,939 shares; 2025Q4: 57,676 shares; 2026Q1: 58,322 shares 58,322 $2.07M 0.07% +646 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,960 shares; 2024Q4: 9,433 shares; 2025Q1: 10,063 shares; 2025Q2: 10,797 shares; 2025Q3: 10,249 shares; 2025Q4: 10,487 shares; 2026Q1: 9,709 shares 9,709 $2.05M 0.07% -778 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: 2,368 shares; 2024Q4: 1,969 shares; 2025Q1: 2,410 shares; 2025Q2: 4,352 shares; 2025Q3: 2,453 shares; 2025Q4: 2,527 shares; 2026Q1: 2,925 shares 2,925 $2.04M 0.07% +398 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,461 shares; 2024Q4: 17,100 shares; 2025Q1: 29,031 shares; 2025Q2: 32,429 shares; 2025Q3: 28,255 shares; 2025Q4: 28,890 shares; 2026Q1: 33,017 shares 33,017 $2M 0.06% +4,127 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,220 shares; 2024Q4: 58,301 shares; 2025Q1: 56,769 shares; 2025Q2: 77,951 shares; 2025Q3: 61,791 shares; 2025Q4: 51,219 shares; 2026Q1: 71,003 shares 71,003 $1.98M 0.06% +19,784 Timeline SSO 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: 2,500 shares; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 3,286 shares; 2025Q4: 51,965 shares; 2026Q1: 38,000 shares 38,000 $1.97M 0.06% -13,965 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,746 shares; 2024Q4: 60,385 shares; 2025Q1: 65,272 shares; 2025Q2: 73,869 shares; 2025Q3: 80,039 shares; 2025Q4: 72,011 shares; 2026Q1: 80,061 shares 80,061 $1.96M 0.06% +8,050 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: 28,675 shares; 2024Q4: 29,512 shares; 2025Q1: 31,179 shares; 2025Q2: 27,098 shares; 2025Q3: 35,220 shares; 2025Q4: 38,045 shares; 2026Q1: 30,422 shares 30,422 $1.95M 0.06% -7,623 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: 5,536 shares; 2025Q1: 9,797 shares; 2025Q2: 8,846 shares; 2025Q3: 8,850 shares; 2025Q4: 12,637 shares; 2026Q1: 15,849 shares 15,849 $1.95M 0.06% +3,212 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: 27,829 shares; 2024Q4: 28,341 shares; 2025Q1: 25,879 shares; 2025Q2: 26,162 shares; 2025Q3: 28,589 shares; 2025Q4: 30,709 shares; 2026Q1: 27,886 shares 27,886 $1.95M 0.06% -2,823 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,766 shares; 2024Q4: 123,416 shares; 2025Q1: 147,148 shares; 2025Q2: 178,422 shares; 2025Q3: 183,332 shares; 2025Q4: 164,061 shares; 2026Q1: 190,383 shares 190,383 $1.94M 0.06% +26,322 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: 8,185 shares; 2024Q4: 8,185 shares; 2025Q1: 11,849 shares; 2025Q2: 12,076 shares; 2025Q3: 9,840 shares; 2025Q4: 19,567 shares; 2026Q1: 21,951 shares 21,951 $1.94M 0.06% +2,384 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: 3,687 shares; 2024Q4: 8,691 shares; 2025Q1: 9,512 shares; 2025Q2: 10,136 shares; 2025Q3: 10,181 shares; 2025Q4: 10,228 shares; 2026Q1: 9,830 shares 9,830 $1.91M 0.06% -398 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,543 shares; 2025Q1: 4,586 shares; 2025Q2: 4,098 shares; 2025Q3: 4,047 shares; 2025Q4: 4,042 shares; 2026Q1: 4,099 shares 4,099 $1.9M 0.06% +57 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,344 shares; 2024Q4: 16,349 shares; 2025Q1: 13,683 shares; 2025Q2: 14,853 shares; 2025Q3: 16,031 shares; 2025Q4: 16,866 shares; 2026Q1: 18,307 shares 18,307 $1.88M 0.06% +1,441 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: 4,167 shares; 2024Q4: 51,990 shares; 2025Q1: 58,531 shares; 2025Q2: 76,000 shares; 2025Q3: 76,628 shares; 2025Q4: 72,035 shares; 2026Q1: 85,966 shares 85,966 $1.86M 0.06% +13,931 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: 7,871 shares; 2024Q4: 10,194 shares; 2025Q1: 11,425 shares; 2025Q2: 11,595 shares; 2025Q3: 16,461 shares; 2025Q4: 15,748 shares; 2026Q1: 18,094 shares 18,094 $1.75M 0.06% +2,346 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: 5,117 shares; 2024Q4: 5,279 shares; 2025Q1: 5,690 shares; 2025Q2: 7,309 shares; 2025Q3: 6,467 shares; 2025Q4: 6,832 shares; 2026Q1: 6,966 shares 6,966 $1.72M 0.06% +134 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,124 shares; 2024Q4: 7,152 shares; 2025Q1: 7,267 shares; 2025Q2: 7,246 shares; 2025Q3: 6,747 shares; 2025Q4: 7,666 shares; 2026Q1: 7,878 shares 7,878 $1.69M 0.05% +212 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,141 shares; 2024Q4: 1,232 shares; 2025Q1: 1,517 shares; 2025Q2: 1,806 shares; 2025Q3: 2,081 shares; 2025Q4: 2,066 shares; 2026Q1: 1,955 shares 1,955 $1.69M 0.05% -111 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: 7,835 shares; 2024Q4: 9,205 shares; 2025Q1: 11,476 shares; 2025Q2: 13,172 shares; 2025Q3: 8,313 shares; 2025Q4: 9,401 shares; 2026Q1: 12,065 shares 12,065 $1.68M 0.05% +2,664 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: 4,206 shares; 2024Q4: 4,624 shares; 2025Q1: 3,894 shares; 2025Q2: 4,818 shares; 2025Q3: 4,922 shares; 2025Q4: 5,941 shares; 2026Q1: 7,348 shares 7,348 $1.66M 0.05% +1,407 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 82 shares; 2025Q1: 498 shares; 2025Q2: 483 shares; 2025Q3: 915 shares; 2025Q4: 1,007 shares; 2026Q1: 1,248 shares 1,248 $1.65M 0.05% +241 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,030 shares; 2025Q1: 2,033 shares; 2025Q2: 3,468 shares; 2025Q3: 4,995 shares; 2025Q4: 6,539 shares; 2026Q1: 6,929 shares 6,929 $1.65M 0.05% +390 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: 8,760 shares; 2024Q4: 7,763 shares; 2025Q1: 6,433 shares; 2025Q2: 6,378 shares; 2025Q3: 12,248 shares; 2025Q4: 13,647 shares; 2026Q1: 17,261 shares 17,261 $1.62M 0.05% +3,614 Timeline RLY 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: 88,765 shares; 2024Q4: 242,987 shares; 2025Q1: 205,693 shares; 2025Q2: 127,870 shares; 2025Q3: 131,429 shares; 2025Q4: 45,851 shares; 2026Q1: 44,070 shares 44,070 $1.59M 0.05% -1,781 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,614 shares; 2024Q4: 12,129 shares; 2025Q1: 11,952 shares; 2025Q2: 13,763 shares; 2025Q3: 20,228 shares; 2025Q4: 19,623 shares; 2026Q1: 23,276 shares 23,276 $1.59M 0.05% +3,653 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: 848 shares; 2024Q4: 2,752 shares; 2025Q1: 2,991 shares; 2025Q2: 2,878 shares; 2025Q3: 3,944 shares; 2025Q4: 5,047 shares; 2026Q1: 9,842 shares 9,842 $1.58M 0.05% +4,795 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,852 shares; 2024Q4: 1,392 shares; 2025Q1: 1,575 shares; 2025Q2: 3,697 shares; 2025Q3: 7,712 shares; 2025Q4: 9,674 shares; 2026Q1: 12,463 shares 12,463 $1.57M 0.05% +2,789 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: 3,649 shares; 2024Q4: 3,272 shares; 2025Q1: 3,488 shares; 2025Q2: 4,174 shares; 2025Q3: 4,808 shares; 2025Q4: 3,801 shares; 2026Q1: 4,358 shares 4,358 $1.55M 0.05% +557 Timeline DLS 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: 27,076 shares; 2024Q4: 26,419 shares; 2025Q1: 25,367 shares; 2025Q2: 21,331 shares; 2025Q3: 20,204 shares; 2025Q4: 19,183 shares; 2026Q1: 19,038 shares 19,038 $1.55M 0.05% -145 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: 64,601 shares; 2024Q4: 59,504 shares; 2025Q1: 56,948 shares; 2025Q2: 52,079 shares; 2025Q3: 43,519 shares; 2025Q4: 40,629 shares; 2026Q1: 32,761 shares 32,761 $1.54M 0.05% -7,868 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,649 shares; 2024Q4: 29,504 shares; 2025Q1: 39,644 shares; 2025Q2: 47,110 shares; 2025Q3: 36,905 shares; 2025Q4: 43,525 shares; 2026Q1: 39,881 shares 39,881 $1.53M 0.05% -3,644 Timeline SPHQ 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: 4,203 shares; 2024Q4: 4,224 shares; 2025Q1: 3,824 shares; 2025Q2: 3,517 shares; 2025Q3: 3,507 shares; 2025Q4: 20,097 shares; 2026Q1: 20,209 shares 20,209 $1.52M 0.05% +112 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 410 shares; 2025Q4: 1,213 shares; 2026Q1: 3,170 shares 3,170 $1.5M 0.05% +1,957 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: 2,233 shares; 2024Q4: 2,004 shares; 2025Q1: 5,674 shares; 2025Q2: 26,716 shares; 2025Q3: 26,828 shares; 2025Q4: 27,415 shares; 2026Q1: 9,285 shares 9,285 $1.48M 0.05% -18,130 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: 3,620 shares; 2024Q4: 3,320 shares; 2025Q1: 4,234 shares; 2025Q2: 4,407 shares; 2025Q3: 4,836 shares; 2025Q4: 4,075 shares; 2026Q1: 4,856 shares 4,856 $1.47M 0.05% +781 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: 35,135 shares; 2024Q4: 36,042 shares; 2025Q1: 36,826 shares; 2025Q2: 37,530 shares; 2025Q3: 40,520 shares; 2025Q4: 41,763 shares; 2026Q1: 43,213 shares 43,213 $1.46M 0.05% +1,450 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,880 shares; 2024Q4: 22,124 shares; 2025Q1: 21,012 shares; 2025Q2: 19,408 shares; 2025Q3: 17,309 shares; 2025Q4: 16,090 shares; 2026Q1: 13,219 shares 13,219 $1.46M 0.05% -2,871 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 543 shares; 2025Q1: 1,865 shares; 2025Q2: 2,012 shares; 2025Q3: 3,430 shares; 2025Q4: 4,679 shares; 2026Q1: 7,005 shares 7,005 $1.45M 0.05% +2,326 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,579 shares; 2024Q4: 10,751 shares; 2025Q1: 9,476 shares; 2025Q2: 11,515 shares; 2025Q3: 11,510 shares; 2025Q4: 11,661 shares; 2026Q1: 17,640 shares 17,640 $1.44M 0.05% +5,979 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: 4,269 shares; 2024Q4: 3,749 shares; 2025Q1: 3,736 shares; 2025Q2: 4,240 shares; 2025Q3: 6,801 shares; 2025Q4: 6,345 shares; 2026Q1: 7,612 shares 7,612 $1.42M 0.05% +1,267 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: 10,883 shares; 2024Q4: 37,589 shares; 2025Q1: 58,673 shares; 2025Q2: 63,414 shares; 2025Q3: 58,059 shares; 2025Q4: 57,971 shares; 2026Q1: 56,582 shares 56,582 $1.42M 0.05% -1,389 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: 14,796 shares; 2024Q4: 16,522 shares; 2025Q1: 20,440 shares; 2025Q2: 50,700 shares; 2025Q3: 51,466 shares; 2025Q4: 51,400 shares; 2026Q1: 14,694 shares 14,694 $1.42M 0.05% -36,706 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: 12,686 shares; 2024Q4: 13,020 shares; 2025Q1: 11,229 shares; 2025Q2: 6,740 shares; 2025Q3: 5,730 shares; 2025Q4: 5,781 shares; 2026Q1: 5,212 shares 5,212 $1.41M 0.05% -569 Timeline IUS 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: 15,412 shares; 2024Q4: 16,618 shares; 2025Q1: 29,025 shares; 2025Q2: 28,893 shares; 2025Q3: 21,488 shares; 2025Q4: 23,127 shares; 2026Q1: 24,256 shares 24,256 $1.4M 0.05% +1,129 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: 10,800 shares; 2024Q4: 15,629 shares; 2025Q1: 25,603 shares; 2025Q2: 30,143 shares; 2025Q3: 29,069 shares; 2025Q4: 27,420 shares; 2026Q1: 26,862 shares 26,862 $1.4M 0.04% -558 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: 3,212 shares; 2024Q4: 3,212 shares; 2025Q1: 3,281 shares; 2025Q2: 3,212 shares; 2025Q3: 5,500 shares; 2025Q4: 5,050 shares; 2026Q1: 4,627 shares 4,627 $1.38M 0.04% -423 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,635 shares; 2024Q4: 39,635 shares; 2025Q1: 43,535 shares; 2025Q2: 51,865 shares; 2025Q3: 56,490 shares; 2025Q4: 60,740 shares; 2026Q1: 62,990 shares 62,990 $1.38M 0.04% +2,250 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: 630 shares; 2024Q4: 763 shares; 2025Q1: 1,820 shares; 2025Q2: 5,550 shares; 2025Q3: 5,503 shares; 2025Q4: 5,474 shares; 2026Q1: 2,273 shares 2,273 $1.37M 0.04% -3,201 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: 8,170 shares; 2024Q4: 7,881 shares; 2025Q1: 7,722 shares; 2025Q2: 7,204 shares; 2025Q3: 7,004 shares; 2025Q4: 6,866 shares; 2026Q1: 6,398 shares 6,398 $1.37M 0.04% -468 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: 6,129 shares; 2024Q4: 6,808 shares; 2025Q1: 9,122 shares; 2025Q2: 12,157 shares; 2025Q3: 12,367 shares; 2025Q4: 13,299 shares; 2026Q1: 16,925 shares 16,925 $1.35M 0.04% +3,626 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,437 shares; 2024Q4: 1,588 shares; 2025Q1: 1,651 shares; 2025Q2: 1,390 shares; 2025Q3: 2,957 shares; 2025Q4: 2,959 shares; 2026Q1: 3,733 shares 3,733 $1.33M 0.04% +774 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: 85,701 shares; 2024Q4: 68,499 shares; 2025Q1: 62,993 shares; 2025Q2: 48,937 shares; 2025Q3: 34,967 shares; 2025Q4: 28,948 shares; 2026Q1: 17,182 shares 17,182 $1.33M 0.04% -11,766 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 541 shares; 2024Q4: 582 shares; 2025Q1: 546 shares; 2025Q2: 562 shares; 2025Q3: 727 shares; 2025Q4: 808 shares; 2026Q1: 886 shares 886 $1.3M 0.04% +78 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 468 shares; 2024Q4: 492 shares; 2025Q1: 610 shares; 2025Q2: 10,384 shares; 2025Q3: 14,016 shares; 2025Q4: 14,016 shares; 2026Q1: 14,108 shares 14,108 $1.3M 0.04% +92 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: 840 shares; 2024Q4: 1,098 shares; 2025Q1: 2,465 shares; 2025Q2: 3,790 shares; 2025Q3: 3,330 shares; 2025Q4: 2,458 shares; 2026Q1: 10,976 shares 10,976 $1.3M 0.04% +8,518 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,110 shares; 2024Q4: 4,856 shares; 2025Q1: 4,640 shares; 2025Q2: 6,565 shares; 2025Q3: 7,744 shares; 2025Q4: 7,752 shares; 2026Q1: 9,490 shares 9,490 $1.24M 0.04% +1,738 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,682 shares; 2024Q4: 61,359 shares; 2025Q1: 49,900 shares; 2025Q2: 65,386 shares; 2025Q3: 55,582 shares; 2025Q4: 51,416 shares; 2026Q1: 49,959 shares 49,959 $1.24M 0.04% -1,457 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: 8,803 shares; 2024Q4: 9,465 shares; 2025Q1: 18,608 shares; 2025Q2: 10,697 shares; 2025Q3: 10,149 shares; 2025Q4: 9,622 shares; 2026Q1: 10,176 shares 10,176 $1.23M 0.04% +554 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,127 shares; 2024Q4: 170,753 shares; 2025Q1: 280,702 shares; 2025Q2: 73,708 shares; 2025Q3: 51,640 shares; 2025Q4: 32,908 shares; 2026Q1: 18,327 shares 18,327 $1.23M 0.04% -14,581 Timeline VSS 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: 9,776 shares; 2024Q4: 9,099 shares; 2025Q1: 9,033 shares; 2025Q2: 8,111 shares; 2025Q3: 7,900 shares; 2025Q4: 8,000 shares; 2026Q1: 8,421 shares 8,421 $1.23M 0.04% +421 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,377 shares; 2024Q4: 1,284 shares; 2025Q1: 1,391 shares; 2025Q2: 2,171 shares; 2025Q3: 2,469 shares; 2025Q4: 3,892 shares; 2026Q1: 4,393 shares 4,393 $1.23M 0.04% +501 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 261 shares; 2024Q4: 3,351 shares; 2025Q1: 2,792 shares; 2025Q2: 3,051 shares; 2025Q3: 2,911 shares; 2025Q4: 4,068 shares; 2026Q1: 4,589 shares 4,589 $1.22M 0.04% +521 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: 32,723 shares; 2024Q4: 16,319 shares; 2025Q1: 26,512 shares; 2025Q2: 8,988 shares; 2025Q3: 11,202 shares; 2025Q4: 37,762 shares; 2026Q1: 8,082 shares 8,082 $1.18M 0.04% -29,680 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,433 shares; 2024Q4: 4,721 shares; 2025Q1: 17,802 shares; 2025Q2: 31,627 shares; 2025Q3: 37,060 shares; 2025Q4: 60,531 shares; 2026Q1: 10,815 shares 10,815 $1.18M 0.04% -49,716 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: 20,512 shares; 2024Q4: 18,508 shares; 2025Q1: 17,851 shares; 2025Q2: 14,437 shares; 2025Q3: 12,410 shares; 2025Q4: 13,636 shares; 2026Q1: 13,278 shares 13,278 $1.18M 0.04% -358 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: 19,889 shares; 2024Q4: 19,919 shares; 2025Q1: 21,779 shares; 2025Q2: 20,129 shares; 2025Q3: 20,213 shares; 2025Q4: 21,818 shares; 2026Q1: 22,993 shares 22,993 $1.17M 0.04% +1,175 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 15 shares; 2025Q2: 10 shares; 2025Q3: 13 shares; 2025Q4: 2,013 shares; 2026Q1: 2,010 shares 2,010 $1.15M 0.04% -3 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: 1,742 shares; 2024Q4: 2,748 shares; 2025Q1: 3,084 shares; 2025Q2: 3,693 shares; 2025Q3: 4,011 shares; 2025Q4: 3,831 shares; 2026Q1: 4,964 shares 4,964 $1.14M 0.04% +1,133 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 38,330 shares; 2025Q1: 40,199 shares; 2025Q2: 39,999 shares; 2025Q3: 39,343 shares; 2025Q4: 38,378 shares; 2026Q1: 37,056 shares 37,056 $1.13M 0.04% -1,322 Timeline ESGV 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: 20,078 shares; 2024Q4: 20,488 shares; 2025Q1: 12,989 shares; 2025Q2: 12,788 shares; 2025Q3: 12,661 shares; 2025Q4: 10,838 shares; 2026Q1: 10,027 shares 10,027 $1.13M 0.04% -811 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: 17,216 shares; 2024Q4: 16,664 shares; 2025Q1: 16,677 shares; 2025Q2: 17,113 shares; 2025Q3: 15,026 shares; 2025Q4: 15,235 shares; 2026Q1: 14,060 shares 14,060 $1.1M 0.04% -1,175 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,985 shares; 2024Q4: 1,982 shares; 2025Q1: 2,072 shares; 2025Q2: 2,110 shares; 2025Q3: 2,243 shares; 2025Q4: 2,262 shares; 2026Q1: 3,835 shares 3,835 $1.1M 0.04% +1,573 Timeline MDYG 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: 6,803 shares; 2024Q4: 2,171 shares; 2025Q1: 2,168 shares; 2025Q2: 1,871 shares; 2025Q3: 10,838 shares; 2025Q4: 11,760 shares; 2026Q1: 11,446 shares 11,446 $1.1M 0.04% -314 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130 shares; 2024Q4: 130 shares; 2025Q1: 208 shares; 2025Q2: 225 shares; 2025Q3: 256 shares; 2025Q4: 269 shares; 2026Q1: 259 shares 259 $1.09M 0.04% -10 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: 2,444 shares; 2024Q4: 2,381 shares; 2025Q1: 2,605 shares; 2025Q2: 2,945 shares; 2025Q3: 5,317 shares; 2025Q4: 5,660 shares; 2026Q1: 4,110 shares 4,110 $1.09M 0.03% -1,550 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: 7,280 shares; 2024Q4: 7,990 shares; 2025Q1: 9,217 shares; 2025Q2: 8,784 shares; 2025Q3: 9,977 shares; 2025Q4: 11,393 shares; 2026Q1: 8,027 shares 8,027 $1.09M 0.03% -3,366 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: 31,829 shares; 2024Q4: 29,373 shares; 2025Q1: 18,067 shares; 2025Q2: 17,467 shares; 2025Q3: 30,166 shares; 2025Q4: 33,624 shares; 2026Q1: 28,608 shares 28,608 $1.08M 0.03% -5,016 Timeline XRPZ FRANKLIN XRP TRUST More: the full row for FRANKLIN XRP 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: 37,275 shares; 2026Q1: 74,077 shares 74,077 $1.08M 0.03% +36,802 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,753 shares; 2024Q4: 2,171 shares; 2025Q1: 5,517 shares; 2025Q2: 4,332 shares; 2025Q3: 5,313 shares; 2025Q4: 4,956 shares; 2026Q1: 5,688 shares 5,688 $1.08M 0.03% +732 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: 97 shares; 2024Q4: 144 shares; 2025Q1: 410 shares; 2025Q2: 631 shares; 2025Q3: 736 shares; 2025Q4: 1,089 shares; 2026Q1: 2,192 shares 2,192 $1.06M 0.03% +1,103 Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,064 shares; 2024Q4: 86,261 shares; 2025Q1: 77,391 shares; 2025Q2: 67,014 shares; 2025Q3: 61,820 shares; 2025Q4: 55,379 shares; 2026Q1: 44,374 shares 44,374 $1.05M 0.03% -11,005 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,291 shares; 2024Q4: 3,346 shares; 2025Q1: 3,492 shares; 2025Q2: 3,747 shares; 2025Q3: 4,363 shares; 2025Q4: 4,015 shares; 2026Q1: 3,701 shares 3,701 $1.05M 0.03% -314 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: 448 shares; 2024Q4: 566 shares; 2025Q1: 2,801 shares; 2025Q2: 3,112 shares; 2025Q3: 2,249 shares; 2025Q4: 2,428 shares; 2026Q1: 3,287 shares 3,287 $1.05M 0.03% +859 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,806 shares; 2025Q1: 13,563 shares; 2025Q2: 16,442 shares; 2025Q3: 10,797 shares; 2025Q4: 10,494 shares; 2026Q1: 18,096 shares 18,096 $1.04M 0.03% +7,602 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: 2,181 shares; 2024Q4: 2,333 shares; 2025Q1: 3,068 shares; 2025Q2: 2,516 shares; 2025Q3: 3,156 shares; 2025Q4: 3,160 shares; 2026Q1: 4,247 shares 4,247 $1.03M 0.03% +1,087 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 152 shares; 2025Q1: 25,170 shares; 2025Q2: 24,285 shares; 2025Q3: 23,876 shares; 2025Q4: 22,150 shares; 2026Q1: 21,425 shares 21,425 $1.02M 0.03% -725 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,395 shares; 2024Q4: 6,763 shares; 2025Q1: 6,507 shares; 2025Q2: 7,154 shares; 2025Q3: 7,559 shares; 2025Q4: 8,713 shares; 2026Q1: 13,064 shares 13,064 $1.01M 0.03% +4,351 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 380 shares; 2025Q1: 446 shares; 2025Q2: 1,074 shares; 2025Q3: 1,744 shares; 2025Q4: 1,760 shares; 2026Q1: 2,485 shares 2,485 $985K 0.03% +725 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: 5,357 shares; 2024Q4: 6,917 shares; 2025Q1: 5,928 shares; 2025Q2: 9,746 shares; 2025Q3: 13,803 shares; 2025Q4: 16,632 shares; 2026Q1: 18,198 shares 18,198 $985K 0.03% +1,566 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,687 shares; 2025Q1: 2,734 shares; 2025Q2: 7,297 shares; 2025Q3: 7,630 shares; 2025Q4: 3,758 shares; 2026Q1: 4,028 shares 4,028 $984K 0.03% +270 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,782 shares; 2024Q4: 4,668 shares; 2025Q1: 5,644 shares; 2025Q2: 9,169 shares; 2025Q3: 10,238 shares; 2025Q4: 10,590 shares; 2026Q1: 6,303 shares 6,303 $980K 0.03% -4,287 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: 9,541 shares; 2024Q4: 9,938 shares; 2025Q1: 7,095 shares; 2025Q2: 8,234 shares; 2025Q3: 7,629 shares; 2025Q4: 7,455 shares; 2026Q1: 7,369 shares 7,369 $966K 0.03% -86 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,407 shares; 2024Q4: 2,864 shares; 2025Q1: 5,219 shares; 2025Q2: 11,138 shares; 2025Q3: 14,928 shares; 2025Q4: 18,568 shares; 2026Q1: 20,806 shares 20,806 $965K 0.03% +2,238 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: 541 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 751 shares; 2025Q4: 803 shares; 2026Q1: 1,002 shares 1,002 $964K 0.03% +199 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,327 shares; 2025Q1: 2,694 shares; 2025Q2: 2,707 shares; 2025Q3: 2,878 shares; 2025Q4: 2,997 shares; 2026Q1: 3,482 shares 3,482 $958K 0.03% +485 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 911 shares; 2025Q3: 693 shares; 2025Q4: 693 shares; 2026Q1: 18,996 shares 18,996 $957K 0.03% +18,303 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,558 shares; 2024Q4: 28,558 shares; 2025Q1: 38,558 shares; 2025Q2: 28,557 shares; 2025Q3: 28,552 shares; 2025Q4: 28,560 shares; 2026Q1: 28,552 shares 28,552 $953K 0.03% -8 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,237 shares; 2024Q4: 29,146 shares; 2025Q1: 26,033 shares; 2025Q2: 29,411 shares; 2025Q3: 24,947 shares; 2025Q4: 19,152 shares; 2026Q1: 19,427 shares 19,427 $951K 0.03% +275 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: 4,995 shares; 2024Q4: 5,221 shares; 2025Q1: 10,819 shares; 2025Q2: 11,803 shares; 2025Q3: 10,208 shares; 2025Q4: 9,912 shares; 2026Q1: 9,779 shares 9,779 $950K 0.03% -133 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,830 shares; 2024Q4: 23,040 shares; 2025Q1: 34,608 shares; 2025Q2: 32,835 shares; 2025Q3: 21,017 shares; 2025Q4: 33,512 shares; 2026Q1: 54,571 shares 54,571 $941K 0.03% +21,059 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 565 shares; 2025Q1: 939 shares; 2025Q2: 1,407 shares; 2025Q3: 1,594 shares; 2025Q4: 3,010 shares; 2026Q1: 4,053 shares 4,053 $934K 0.03% +1,043 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: 3,099 shares; 2024Q4: 3,234 shares; 2025Q1: 3,333 shares; 2025Q2: 3,683 shares; 2025Q3: 3,714 shares; 2025Q4: 3,754 shares; 2026Q1: 3,920 shares 3,920 $934K 0.03% +166 Timeline 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: 296 shares; 2024Q4: 354 shares; 2025Q1: 573 shares; 2025Q2: 1,672 shares; 2025Q3: 2,099 shares; 2025Q4: 1,939 shares; 2026Q1: 7,278 shares 7,278 $919K 0.03% +5,339 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: 986 shares; 2024Q4: 1,160 shares; 2025Q1: 1,319 shares; 2025Q2: 1,743 shares; 2025Q3: 1,966 shares; 2025Q4: 1,397 shares; 2026Q1: 1,854 shares 1,854 $919K 0.03% +457 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: 1,900 shares; 2024Q4: 1,726 shares; 2025Q1: 2,276 shares; 2025Q2: 2,771 shares; 2025Q3: 3,215 shares; 2025Q4: 3,209 shares; 2026Q1: 2,915 shares 2,915 $916K 0.03% -294 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,161 shares; 2024Q4: 8,684 shares; 2025Q1: 9,499 shares; 2025Q2: 11,042 shares; 2025Q3: 9,156 shares; 2025Q4: 13,266 shares; 2026Q1: 11,964 shares 11,964 $901K 0.03% -1,302 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 5,133 shares; 2025Q1: 6,446 shares; 2025Q2: 4,678 shares; 2025Q3: 3,366 shares; 2025Q4: 3,287 shares; 2026Q1: 4,942 shares 4,942 $900K 0.03% +1,655 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,297 shares; 2025Q1: 1,338 shares; 2025Q2: 1,931 shares; 2025Q3: 1,997 shares; 2025Q4: 1,959 shares; 2026Q1: 2,149 shares 2,149 $896K 0.03% +190 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,636 shares; 2024Q4: 23,364 shares; 2025Q1: 23,042 shares; 2025Q2: 22,999 shares; 2025Q3: 19,817 shares; 2025Q4: 19,032 shares; 2026Q1: 17,818 shares 17,818 $890K 0.03% -1,214 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: 3,170 shares; 2025Q1: 3,866 shares; 2025Q2: 6,904 shares; 2025Q3: 6,767 shares; 2025Q4: 7,522 shares; 2026Q1: 8,163 shares 8,163 $884K 0.03% +641 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,560 shares; 2024Q4: 5,908 shares; 2025Q1: 7,400 shares; 2025Q2: 7,857 shares; 2025Q3: 8,729 shares; 2025Q4: 13,066 shares; 2026Q1: 15,911 shares 15,911 $879K 0.03% +2,845 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: 2,320 shares; 2024Q4: 2,845 shares; 2025Q1: 1,622 shares; 2025Q2: 1,768 shares; 2025Q3: 2,115 shares; 2025Q4: 2,740 shares; 2026Q1: 2,955 shares 2,955 $873K 0.03% +215 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 318 shares; 2024Q4: 266 shares; 2025Q1: 1,192 shares; 2025Q2: 1,418 shares; 2025Q3: 7,139 shares; 2025Q4: 4,702 shares; 2026Q1: 8,732 shares 8,732 $865K 0.03% +4,030 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 11,635 shares; 2025Q1: 10,572 shares; 2025Q2: 11,832 shares; 2025Q3: 12,423 shares; 2025Q4: 20,911 shares; 2026Q1: 15,129 shares 15,129 $863K 0.03% -5,782 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: 16,747 shares; 2024Q4: 16,707 shares; 2025Q1: 16,450 shares; 2025Q2: 16,507 shares; 2025Q3: 15,401 shares; 2025Q4: 15,121 shares; 2026Q1: 14,796 shares 14,796 $859K 0.03% -325 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,088 shares; 2024Q4: 4,437 shares; 2025Q1: 5,991 shares; 2025Q2: 6,647 shares; 2025Q3: 7,235 shares; 2025Q4: 6,761 shares; 2026Q1: 7,497 shares 7,497 $855K 0.03% +736 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: 14,304 shares; 2024Q4: 9,139 shares; 2025Q1: 6,446 shares; 2025Q2: 12,427 shares; 2025Q3: 50,545 shares; 2025Q4: 45,672 shares; 2026Q1: 43,893 shares 43,893 $847K 0.03% -1,779 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: 2,035 shares; 2024Q4: 1,880 shares; 2025Q1: 2,024 shares; 2025Q2: 2,282 shares; 2025Q3: 2,542 shares; 2025Q4: 2,492 shares; 2026Q1: 2,504 shares 2,504 $846K 0.03% +12 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,964 shares; 2024Q4: 3,954 shares; 2025Q1: 5,112 shares; 2025Q2: 6,036 shares; 2025Q3: 5,716 shares; 2025Q4: 6,041 shares; 2026Q1: 5,846 shares 5,846 $833K 0.03% -195 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,807 shares; 2024Q4: 4,967 shares; 2025Q1: 5,321 shares; 2025Q2: 6,046 shares; 2025Q3: 6,153 shares; 2025Q4: 6,066 shares; 2026Q1: 7,452 shares 7,452 $826K 0.03% +1,386 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,386 shares; 2024Q4: 5,723 shares; 2025Q1: 5,718 shares; 2025Q2: 5,861 shares; 2025Q3: 5,042 shares; 2025Q4: 5,079 shares; 2026Q1: 8,883 shares 8,883 $826K 0.03% +3,804 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: 4,077 shares; 2024Q4: 3,481 shares; 2025Q1: 4,416 shares; 2025Q2: 3,933 shares; 2025Q3: 3,732 shares; 2025Q4: 3,479 shares; 2026Q1: 3,103 shares 3,103 $825K 0.03% -376 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238 shares; 2024Q4: 3,238 shares; 2025Q1: 3,239 shares; 2025Q2: 3,413 shares; 2025Q3: 3,268 shares; 2025Q4: 3,269 shares; 2026Q1: 3,289 shares 3,289 $818K 0.03% +20 Timeline REET 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: 47,819 shares; 2024Q4: 44,406 shares; 2025Q1: 41,827 shares; 2025Q2: 33,349 shares; 2025Q3: 33,384 shares; 2025Q4: 31,918 shares; 2026Q1: 32,259 shares 32,259 $811K 0.03% +341 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: 1,101 shares; 2024Q4: 1,087 shares; 2025Q1: 4,132 shares; 2025Q2: 4,766 shares; 2025Q3: 6,601 shares; 2025Q4: 6,699 shares; 2026Q1: 3,315 shares 3,315 $806K 0.03% -3,384 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,069 shares; 2024Q4: 4,878 shares; 2025Q1: 4,718 shares; 2025Q2: 4,680 shares; 2025Q3: 4,588 shares; 2025Q4: 3,657 shares; 2026Q1: 3,696 shares 3,696 $803K 0.03% +39 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: 7,324 shares; 2024Q4: 8,220 shares; 2025Q1: 9,746 shares; 2025Q2: 9,473 shares; 2025Q3: 10,165 shares; 2025Q4: 9,694 shares; 2026Q1: 8,159 shares 8,159 $803K 0.03% -1,535 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: 410 shares; 2024Q4: 440 shares; 2025Q1: 745 shares; 2025Q2: 1,975 shares; 2025Q3: 857 shares; 2025Q4: 3,846 shares; 2026Q1: 7,644 shares 7,644 $799K 0.03% +3,798 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,142 shares; 2024Q4: 3,807 shares; 2025Q1: 8,275 shares; 2025Q2: 10,516 shares; 2025Q3: 10,680 shares; 2025Q4: 10,487 shares; 2026Q1: 11,192 shares 11,192 $797K 0.03% +705 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 227 shares; 2025Q1: 315 shares; 2025Q2: 343 shares; 2025Q3: 383 shares; 2025Q4: 445 shares; 2026Q1: 746 shares 746 $796K 0.03% +301 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: 907 shares; 2024Q4: 1,810 shares; 2025Q1: 3,942 shares; 2025Q2: 4,045 shares; 2025Q3: 4,112 shares; 2025Q4: 4,023 shares; 2026Q1: 4,022 shares 4,022 $792K 0.03% -1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,377 shares; 2024Q4: 13,556 shares; 2025Q1: 12,947 shares; 2025Q2: 14,207 shares; 2025Q3: 13,842 shares; 2025Q4: 12,387 shares; 2026Q1: 14,907 shares 14,907 $787K 0.03% +2,520 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: 4,383 shares; 2024Q4: 7,895 shares; 2025Q1: 10,488 shares; 2025Q2: 10,351 shares; 2025Q3: 10,777 shares; 2025Q4: 11,129 shares; 2026Q1: 11,626 shares 11,626 $785K 0.03% +497 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,000 shares; 2025Q1: 2,220 shares; 2025Q2: 2,150 shares; 2025Q3: 14,424 shares; 2025Q4: 14,385 shares; 2026Q1: 15,450 shares 15,450 $766K 0.02% +1,065 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: 1,329 shares; 2024Q4: 1,244 shares; 2025Q1: 1,523 shares; 2025Q2: 1,705 shares; 2025Q3: 1,898 shares; 2025Q4: 1,934 shares; 2026Q1: 1,715 shares 1,715 $762K 0.02% -219 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: 557 shares; 2024Q4: 558 shares; 2025Q1: 1,659 shares; 2025Q2: 2,449 shares; 2025Q3: 1,523 shares; 2025Q4: 1,952 shares; 2026Q1: 7,290 shares 7,290 $745K 0.02% +5,338 Timeline SDG 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: 5,968 shares; 2025Q2: 6,834 shares; 2025Q3: 6,834 shares; 2025Q4: 7,998 shares; 2026Q1: 8,845 shares 8,845 $743K 0.02% +847 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 2,458 shares; 2025Q1: 3,677 shares; 2025Q2: 3,615 shares; 2025Q3: 4,273 shares; 2025Q4: 4,811 shares; 2026Q1: 5,946 shares 5,946 $742K 0.02% +1,135 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: 6,698 shares; 2024Q4: 7,847 shares; 2025Q1: 7,045 shares; 2025Q2: 8,706 shares; 2025Q3: 7,641 shares; 2025Q4: 7,599 shares; 2026Q1: 7,617 shares 7,617 $741K 0.02% +18 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,003 shares; 2024Q4: 13,083 shares; 2025Q1: 12,472 shares; 2025Q2: 16,148 shares; 2025Q3: 13,816 shares; 2025Q4: 13,246 shares; 2026Q1: 12,636 shares 12,636 $739K 0.02% -610 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,577 shares; 2025Q1: 2,579 shares; 2025Q2: 2,758 shares; 2025Q3: 2,366 shares; 2025Q4: 2,107 shares; 2026Q1: 2,137 shares 2,137 $735K 0.02% +30 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470 shares; 2024Q4: 215 shares; 2025Q1: 806 shares; 2025Q2: 797 shares; 2025Q3: 1,670 shares; 2025Q4: 2,132 shares; 2026Q1: 1,844 shares 1,844 $734K 0.02% -288 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: 6,283 shares; 2024Q4: 6,709 shares; 2025Q1: 5,157 shares; 2025Q2: 36,598 shares; 2025Q3: 43,444 shares; 2025Q4: 6,980 shares; 2026Q1: 8,940 shares 8,940 $733K 0.02% +1,960 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,300 shares; 2025Q1: 1,556 shares; 2025Q2: 1,545 shares; 2025Q3: 1,349 shares; 2025Q4: 1,397 shares; 2026Q1: 6,129 shares 6,129 $725K 0.02% +4,732 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: 339 shares; 2024Q4: 413 shares; 2025Q1: 671 shares; 2025Q2: 1,277 shares; 2025Q3: 3,523 shares; 2025Q4: 3,349 shares; 2026Q1: 4,770 shares 4,770 $719K 0.02% +1,421 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 281 shares; 2025Q1: 356 shares; 2025Q2: 4,122 shares; 2025Q3: 4,866 shares; 2025Q4: 4,254 shares; 2026Q1: 3,748 shares 3,748 $719K 0.02% -506 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: 4,086 shares; 2024Q4: 6,831 shares; 2025Q1: 7,443 shares; 2025Q2: 7,747 shares; 2025Q3: 8,085 shares; 2025Q4: 8,464 shares; 2026Q1: 12,165 shares 12,165 $718K 0.02% +3,701 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: 460 shares; 2024Q4: 557 shares; 2025Q1: 1,345 shares; 2025Q2: 1,701 shares; 2025Q3: 1,223 shares; 2025Q4: 1,158 shares; 2026Q1: 1,050 shares 1,050 $716K 0.02% -108 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,957 shares; 2024Q4: 5,605 shares; 2025Q1: 6,639 shares; 2025Q2: 12,230 shares; 2025Q3: 14,667 shares; 2025Q4: 15,036 shares; 2026Q1: 17,440 shares 17,440 $716K 0.02% +2,404 Timeline MOAT 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: 18,419 shares; 2024Q4: 8,617 shares; 2025Q1: 9,374 shares; 2025Q2: 8,494 shares; 2025Q3: 8,356 shares; 2025Q4: 7,482 shares; 2026Q1: 7,387 shares 7,387 $714K 0.02% -95 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: 1,626 shares; 2024Q4: 1,242 shares; 2025Q1: 1,234 shares; 2025Q2: 2,663 shares; 2025Q3: 2,825 shares; 2025Q4: 8,475 shares; 2026Q1: 9,257 shares 9,257 $714K 0.02% +782 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 2,208 shares; 2026Q1: 10,911 shares 10,911 $709K 0.02% +8,703 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33 shares; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 301 shares; 2025Q3: 1 shares; 2025Q4: 320 shares; 2026Q1: 14,313 shares 14,313 $707K 0.02% +13,993 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: 806 shares; 2024Q4: 2,121 shares; 2025Q1: 3,226 shares; 2025Q2: 5,649 shares; 2025Q3: 4,952 shares; 2025Q4: 5,050 shares; 2026Q1: 5,932 shares 5,932 $704K 0.02% +882 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: 705 shares; 2024Q4: 707 shares; 2025Q1: 939 shares; 2025Q2: 1,205 shares; 2025Q3: 1,326 shares; 2025Q4: 1,550 shares; 2026Q1: 2,048 shares 2,048 $703K 0.02% +498 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,278 shares; 2024Q4: 2,416 shares; 2025Q1: 2,566 shares; 2025Q2: 3,611 shares; 2025Q3: 4,215 shares; 2025Q4: 2,860 shares; 2026Q1: 3,833 shares 3,833 $699K 0.02% +973 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,880 shares; 2024Q4: 1,585 shares; 2025Q1: 2,216 shares; 2025Q2: 2,140 shares; 2025Q3: 2,549 shares; 2025Q4: 2,405 shares; 2026Q1: 2,681 shares 2,681 $698K 0.02% +276 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: 16,948 shares; 2024Q4: 19,174 shares; 2025Q1: 9,405 shares; 2025Q2: 7,566 shares; 2025Q3: 7,412 shares; 2025Q4: 6,870 shares; 2026Q1: 5,598 shares 5,598 $696K 0.02% -1,272 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 63 shares; 2025Q1: 2,223 shares; 2025Q2: 2,607 shares; 2025Q3: 2,802 shares; 2025Q4: 2,532 shares; 2026Q1: 2,757 shares 2,757 $691K 0.02% +225 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: 839 shares; 2024Q4: 1,095 shares; 2025Q1: 2,347 shares; 2025Q2: 2,189 shares; 2025Q3: 2,761 shares; 2025Q4: 2,960 shares; 2026Q1: 2,757 shares 2,757 $691K 0.02% -203 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,249 shares; 2024Q4: 5,339 shares; 2025Q1: 1,881 shares; 2025Q2: 2,000 shares; 2025Q3: 3,755 shares; 2025Q4: 4,452 shares; 2026Q1: 6,020 shares 6,020 $681K 0.02% +1,568 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,407 shares; 2024Q4: 3,769 shares; 2025Q1: 5,767 shares; 2025Q2: 6,338 shares; 2025Q3: 6,209 shares; 2025Q4: 5,761 shares; 2026Q1: 7,306 shares 7,306 $661K 0.02% +1,545 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 24 shares; 2025Q1: 185,024 shares; 2025Q2: 185,024 shares; 2025Q3: 185,034 shares; 2025Q4: 185,109 shares; 2026Q1: 93,078 shares 93,078 $660K 0.02% -92,031 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,128 shares; 2026Q1: 11,467 shares 11,467 $653K 0.02% +339 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: 2,086 shares; 2024Q4: 2,128 shares; 2025Q1: 2,729 shares; 2025Q2: 5,215 shares; 2025Q3: 5,124 shares; 2025Q4: 4,423 shares; 2026Q1: 5,494 shares 5,494 $652K 0.02% +1,071 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: 64,934 shares; 2024Q4: 71,695 shares; 2025Q1: 86,158 shares; 2025Q2: 43,211 shares; 2025Q3: 38,369 shares; 2025Q4: 54,860 shares; 2026Q1: 56,100 shares 56,100 $647K 0.02% +1,240 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,725 shares; 2024Q4: 4,209 shares; 2025Q1: 7,078 shares; 2025Q2: 8,133 shares; 2025Q3: 7,972 shares; 2025Q4: 7,547 shares; 2026Q1: 9,342 shares 9,342 $646K 0.02% +1,795 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: 9,376 shares; 2024Q4: 13,119 shares; 2025Q1: 12,784 shares; 2025Q2: 14,267 shares; 2025Q3: 15,210 shares; 2025Q4: 14,233 shares; 2026Q1: 19,235 shares 19,235 $645K 0.02% +5,002 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,729 shares 23,729 $643K 0.02% new Timeline NVDL GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195 shares; 2024Q4: 2,532 shares; 2025Q1: 4,492 shares; 2025Q2: 4,364 shares; 2025Q3: 5,953 shares; 2025Q4: 6,875 shares; 2026Q1: 8,845 shares 8,845 $642K 0.02% +1,970 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: 19,783 shares; 2024Q4: 20,940 shares; 2025Q1: 22,110 shares; 2025Q2: 20,810 shares; 2025Q3: 17,599 shares; 2025Q4: 19,390 shares; 2026Q1: 22,315 shares 22,315 $641K 0.02% +2,925 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: 122 shares; 2024Q4: 272 shares; 2025Q1: 1,020 shares; 2025Q2: 867 shares; 2025Q3: 844 shares; 2025Q4: 999 shares; 2026Q1: 3,924 shares 3,924 $638K 0.02% +2,925 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,412 shares; 2024Q4: 2,062 shares; 2025Q1: 702 shares; 2025Q2: 752 shares; 2025Q3: 2,756 shares; 2025Q4: 2,351 shares; 2026Q1: 6,150 shares 6,150 $637K 0.02% +3,799 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 1,967 shares; 2025Q1: 3,441 shares; 2025Q2: 3,581 shares; 2025Q3: 2,406 shares; 2025Q4: 2,207 shares; 2026Q1: 2,184 shares 2,184 $637K 0.02% -23 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,922 shares; 2024Q4: 3,199 shares; 2025Q1: 3,187 shares; 2025Q2: 3,217 shares; 2025Q3: 3,555 shares; 2025Q4: 3,485 shares; 2026Q1: 3,306 shares 3,306 $634K 0.02% -179 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: 423 shares; 2024Q4: 456 shares; 2025Q1: 555 shares; 2025Q2: 764 shares; 2025Q3: 800 shares; 2025Q4: 889 shares; 2026Q1: 1,152 shares 1,152 $633K 0.02% +263 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,583 shares; 2024Q4: 2,601 shares; 2025Q1: 7,715 shares; 2025Q2: 8,834 shares; 2025Q3: 5,981 shares; 2025Q4: 5,559 shares; 2026Q1: 10,461 shares 10,461 $632K 0.02% +4,902 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: 3,384 shares; 2024Q4: 3,274 shares; 2025Q1: 2,844 shares; 2025Q2: 2,959 shares; 2025Q3: 2,569 shares; 2025Q4: 2,030 shares; 2026Q1: 2,170 shares 2,170 $630K 0.02% +140 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 71 shares; 2025Q1: 3,408 shares; 2025Q2: 3,615 shares; 2025Q3: 3,517 shares; 2025Q4: 3,610 shares; 2026Q1: 4,189 shares 4,189 $628K 0.02% +579 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,709 shares; 2024Q4: 38,540 shares; 2025Q1: 36,107 shares; 2025Q2: 33,775 shares; 2025Q3: 31,100 shares; 2025Q4: 21,794 shares; 2026Q1: 21,048 shares 21,048 $626K 0.02% -746 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: 612 shares; 2024Q4: 605 shares; 2025Q1: 728 shares; 2025Q2: 838 shares; 2025Q3: 1,028 shares; 2025Q4: 1,577 shares; 2026Q1: 1,808 shares 1,808 $624K 0.02% +231 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,818 shares; 2026Q1: 5,376 shares 5,376 $620K 0.02% +2,558 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,179 shares; 2024Q4: 543 shares; 2025Q1: 9,511 shares; 2025Q2: 11,145 shares; 2025Q3: 10,393 shares; 2025Q4: 9,082 shares; 2026Q1: 8,510 shares 8,510 $619K 0.02% -572 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,926 shares; 2024Q4: 2,926 shares; 2025Q1: 2,926 shares; 2025Q2: 3,009 shares; 2025Q3: 15,821 shares; 2025Q4: 15,849 shares; 2026Q1: 15,889 shares 15,889 $615K 0.02% +40 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 15 shares; 2025Q1: 753 shares; 2025Q2: 570 shares; 2025Q3: 609 shares; 2025Q4: 575 shares; 2026Q1: 5,223 shares 5,223 $612K 0.02% +4,648 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: 2,204 shares; 2024Q4: 2,272 shares; 2025Q1: 2,210 shares; 2025Q2: 2,240 shares; 2025Q3: 2,221 shares; 2025Q4: 2,179 shares; 2026Q1: 1,435 shares 1,435 $612K 0.02% -744 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: 3,686 shares; 2024Q4: 3,778 shares; 2025Q1: 4,728 shares; 2025Q2: 5,996 shares; 2025Q3: 6,889 shares; 2025Q4: 6,614 shares; 2026Q1: 5,974 shares 5,974 $612K 0.02% -640 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,681 shares; 2024Q4: 1,987 shares; 2025Q1: 5,181 shares; 2025Q2: 5,994 shares; 2025Q3: 6,904 shares; 2025Q4: 5,646 shares; 2026Q1: 2,059 shares 2,059 $610K 0.02% -3,587 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 1,736 shares; 2025Q1: 2,984 shares; 2025Q2: 3,345 shares; 2025Q3: 1,809 shares; 2025Q4: 1,618 shares; 2026Q1: 3,436 shares 3,436 $604K 0.02% +1,818 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 4,111 shares; 2025Q1: 7,690 shares; 2025Q2: 8,822 shares; 2025Q3: 8,810 shares; 2025Q4: 8,145 shares; 2026Q1: 8,381 shares 8,381 $601K 0.02% +236 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217 shares; 2024Q4: 228 shares; 2025Q1: 670 shares; 2025Q2: 1,155 shares; 2025Q3: 1,134 shares; 2025Q4: 1,378 shares; 2026Q1: 1,413 shares 1,413 $601K 0.02% +35 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: 3,712 shares; 2024Q4: 6,392 shares; 2025Q1: 9,736 shares; 2025Q2: 7,431 shares; 2025Q3: 7,652 shares; 2025Q4: 7,908 shares; 2026Q1: 8,230 shares 8,230 $596K 0.02% +322 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 595 shares; 2024Q4: 772 shares; 2025Q1: 3,291 shares; 2025Q2: 2,180 shares; 2025Q3: 40,702 shares; 2025Q4: 40,191 shares; 2026Q1: 59,154 shares 59,154 $593K 0.02% +18,963 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,096 shares; 2024Q4: 1,395 shares; 2025Q1: 2,046 shares; 2025Q2: 3,589 shares; 2025Q3: 3,256 shares; 2025Q4: 8,057 shares; 2026Q1: 11,873 shares 11,873 $593K 0.02% +3,816 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: 2,981 shares; 2024Q4: 3,230 shares; 2025Q1: 3,842 shares; 2025Q2: 4,660 shares; 2025Q3: 6,081 shares; 2025Q4: 6,048 shares; 2026Q1: 6,476 shares 6,476 $589K 0.02% +428 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,718 shares; 2024Q4: 6,759 shares; 2025Q1: 7,023 shares; 2025Q2: 7,872 shares; 2025Q3: 8,292 shares; 2025Q4: 8,360 shares; 2026Q1: 8,645 shares 8,645 $589K 0.02% +285 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 486 shares; 2025Q1: 836 shares; 2025Q2: 811 shares; 2025Q3: 863 shares; 2025Q4: 1,087 shares; 2026Q1: 1,319 shares 1,319 $589K 0.02% +232 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: 738 shares; 2024Q4: 923 shares; 2025Q1: 1,598 shares; 2025Q2: 4,143 shares; 2025Q3: 4,716 shares; 2025Q4: 5,082 shares; 2026Q1: 4,486 shares 4,486 $587K 0.02% -596 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: 4,213 shares; 2024Q4: 4,478 shares; 2025Q1: 4,853 shares; 2025Q2: 5,970 shares; 2025Q3: 4,985 shares; 2025Q4: 3,729 shares; 2026Q1: 4,052 shares 4,052 $586K 0.02% +323 Timeline PRFZ 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: 12,198 shares; 2024Q4: 14,599 shares; 2025Q1: 14,603 shares; 2025Q2: 15,372 shares; 2025Q3: 15,381 shares; 2025Q4: 15,900 shares; 2026Q1: 12,748 shares 12,748 $585K 0.02% -3,152 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 208 shares; 2025Q1: 436 shares; 2025Q2: 743 shares; 2025Q3: 1,037 shares; 2025Q4: 1,013 shares; 2026Q1: 1,351 shares 1,351 $584K 0.02% +338 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 303 shares; 2025Q1: 941 shares; 2025Q2: 917 shares; 2025Q3: 642 shares; 2025Q4: 693 shares; 2026Q1: 5,083 shares 5,083 $584K 0.02% +4,390 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,354 shares; 2024Q4: 3,752 shares; 2025Q1: 4,011 shares; 2025Q2: 4,299 shares; 2025Q3: 3,900 shares; 2025Q4: 3,234 shares; 2026Q1: 3,159 shares 3,159 $584K 0.02% -75 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: 2,139 shares; 2024Q4: 2,706 shares; 2025Q1: 3,111 shares; 2025Q2: 3,055 shares; 2025Q3: 3,582 shares; 2025Q4: 3,194 shares; 2026Q1: 2,852 shares 2,852 $579K 0.02% -342 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,564 shares; 2024Q4: 3,574 shares; 2025Q1: 3,581 shares; 2025Q2: 3,589 shares; 2025Q3: 3,596 shares; 2025Q4: 3,605 shares; 2026Q1: 3,613 shares 3,613 $572K 0.02% +8 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,383 shares; 2024Q4: 1,632 shares; 2025Q1: 1,764 shares; 2025Q2: 1,912 shares; 2025Q3: 1,625 shares; 2025Q4: 1,479 shares; 2026Q1: 1,575 shares 1,575 $572K 0.02% +96 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: 3,542 shares; 2024Q4: 2,985 shares; 2025Q1: 4,126 shares; 2025Q2: 4,823 shares; 2025Q3: 4,795 shares; 2025Q4: 5,634 shares; 2026Q1: 7,942 shares 7,942 $570K 0.02% +2,308 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 305 shares; 2025Q1: 415 shares; 2025Q2: 447 shares; 2025Q3: 453 shares; 2025Q4: 518 shares; 2026Q1: 448 shares 448 $565K 0.02% -70 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,609 shares; 2025Q1: 2,559 shares; 2025Q2: 2,913 shares; 2025Q3: 2,779 shares; 2025Q4: 3,044 shares; 2026Q1: 3,410 shares 3,410 $563K 0.02% +366 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,401 shares; 2024Q4: 1,052 shares; 2025Q1: 1,852 shares; 2025Q2: 997 shares; 2025Q3: 1,363 shares; 2025Q4: 744 shares; 2026Q1: 16,873 shares 16,873 $560K 0.02% +16,129 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,806 shares; 2025Q1: 6,729 shares; 2025Q2: 7,330 shares; 2025Q3: 5,909 shares; 2025Q4: 2,367 shares; 2026Q1: 3,001 shares 3,001 $560K 0.02% +634 Timeline CON CONCENTRA GROUP HOLDINGS PAR More: the full row for CONCENTRA GROUP HOLDINGS PAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,054 shares; 2025Q1: 41,486 shares; 2025Q2: 38,002 shares; 2025Q3: 37,743 shares; 2025Q4: 27,001 shares; 2026Q1: 26,055 shares 26,055 $559K 0.02% -946 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,756 shares; 2024Q4: 276,049 shares; 2025Q1: 317,203 shares; 2025Q2: 19,658 shares; 2025Q3: 14,496 shares; 2025Q4: 13,054 shares; 2026Q1: 10,960 shares 10,960 $555K 0.02% -2,094 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: 6,035 shares; 2024Q4: 6,172 shares; 2025Q1: 6,376 shares; 2025Q2: 7,881 shares; 2025Q3: 8,830 shares; 2025Q4: 11,517 shares; 2026Q1: 13,017 shares 13,017 $554K 0.02% +1,500 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,820 shares; 2025Q1: 1,921 shares; 2025Q2: 2,185 shares; 2025Q3: 2,594 shares; 2025Q4: 3,019 shares; 2026Q1: 2,772 shares 2,772 $550K 0.02% -247 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,960 shares; 2025Q2: 3,320 shares; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: 4,723 shares 4,723 $549K 0.02% new Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 200 shares; 2025Q1: 160 shares; 2025Q2: 9 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 18,879 shares 18,879 $549K 0.02% +18,862 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14 shares; 2024Q4: 45 shares; 2025Q1: 213 shares; 2025Q2: 151 shares; 2025Q3: 123 shares; 2025Q4: 120 shares; 2026Q1: 1,602 shares 1,602 $548K 0.02% +1,482 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: 71 shares; 2024Q4: 28 shares; 2025Q1: 2,293 shares; 2025Q2: 1,844 shares; 2025Q3: 1,309 shares; 2025Q4: 691 shares; 2026Q1: 13,585 shares 13,585 $548K 0.02% +12,894 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,733 shares; 2025Q1: 4,421 shares; 2025Q2: 4,952 shares; 2025Q3: 5,858 shares; 2025Q4: 7,415 shares; 2026Q1: 6,629 shares 6,629 $547K 0.02% -786 Timeline MDIV 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: 42,835 shares; 2024Q4: 42,335 shares; 2025Q1: 37,335 shares; 2025Q2: 36,835 shares; 2025Q3: 34,619 shares; 2025Q4: 34,219 shares; 2026Q1: 33,619 shares 33,619 $544K 0.02% -600 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: 2,793 shares; 2024Q4: 2,875 shares; 2025Q1: 3,281 shares; 2025Q2: 3,337 shares; 2025Q3: 2,524 shares; 2025Q4: 2,855 shares; 2026Q1: 4,330 shares 4,330 $543K 0.02% +1,475 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 4,722 shares; 2025Q1: 5,323 shares; 2025Q2: 4,741 shares; 2025Q3: 1,915 shares; 2025Q4: 2,516 shares; 2026Q1: 1,904 shares 1,904 $536K 0.02% -612 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: 1,114 shares; 2024Q4: 1,300 shares; 2025Q1: 1,806 shares; 2025Q2: 1,965 shares; 2025Q3: 1,851 shares; 2025Q4: 2,363 shares; 2026Q1: 2,704 shares 2,704 $536K 0.02% +341 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,227 shares; 2024Q4: 8,550 shares; 2025Q1: 15,894 shares; 2025Q2: 18,309 shares; 2025Q3: 9,730 shares; 2025Q4: 8,563 shares; 2026Q1: 20,246 shares 20,246 $535K 0.02% +11,683 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 shares; 2024Q4: 2 shares; 2025Q1: 32 shares; 2025Q2: 62 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 1,778 shares 1,778 $535K 0.02% +1,713 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: 513 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 166 shares; 2025Q4: 310 shares; 2026Q1: 1,355 shares 1,355 $531K 0.02% +1,045 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: 1,651 shares; 2024Q4: 1,753 shares; 2025Q1: 1,906 shares; 2025Q2: 2,400 shares; 2025Q3: 2,657 shares; 2025Q4: 2,717 shares; 2026Q1: 3,132 shares 3,132 $529K 0.02% +415 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,683 shares; 2024Q4: 17,916 shares; 2025Q1: 16,466 shares; 2025Q2: 16,477 shares; 2025Q3: 13,984 shares; 2025Q4: 13,464 shares; 2026Q1: 13,328 shares 13,328 $525K 0.02% -136 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 5,412 shares; 2025Q1: 10,237 shares; 2025Q2: 14,439 shares; 2025Q3: 17,301 shares; 2025Q4: 18,318 shares; 2026Q1: 19,505 shares 19,505 $525K 0.02% +1,187 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: 56,342 shares; 2024Q4: 48,688 shares; 2025Q1: 42,661 shares; 2025Q2: 34,419 shares; 2025Q3: 27,877 shares; 2025Q4: 26,307 shares; 2026Q1: 17,434 shares 17,434 $524K 0.02% -8,873 Timeline HTLD HEARTLAND EXPRESS INC More: the full row for HEARTLAND EXPRESS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $520K 0.02% 0 Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,188 shares; 2024Q4: 336 shares; 2025Q1: 386 shares; 2025Q2: 2,341 shares; 2025Q3: 3,141 shares; 2025Q4: 2,787 shares; 2026Q1: 2,787 shares 2,787 $515K 0.02% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,764 shares; 2024Q4: 14,252 shares; 2025Q1: 16,289 shares; 2025Q2: 16,589 shares; 2025Q3: 18,738 shares; 2025Q4: 5,765 shares; 2026Q1: 19,365 shares 19,365 $513K 0.02% +13,600 Timeline VSGX 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: 14,592 shares; 2024Q4: 16,096 shares; 2025Q1: 9,767 shares; 2025Q2: 9,633 shares; 2025Q3: 9,602 shares; 2025Q4: 7,581 shares; 2026Q1: 7,144 shares 7,144 $512K 0.02% -437 Timeline FBCG 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: 700 shares; 2024Q4: 7,065 shares; 2025Q1: 7,365 shares; 2025Q2: 6,398 shares; 2025Q3: 6,398 shares; 2025Q4: 7,798 shares; 2026Q1: 10,208 shares 10,208 $512K 0.02% +2,410 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 673 shares; 2025Q1: 913 shares; 2025Q2: 954 shares; 2025Q3: 1,677 shares; 2025Q4: 1,599 shares; 2026Q1: 1,582 shares 1,582 $507K 0.02% -17 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,483 shares; 2024Q4: 2,511 shares; 2025Q1: 2,518 shares; 2025Q2: 2,558 shares; 2025Q3: 2,559 shares; 2025Q4: 2,616 shares; 2026Q1: 4,148 shares 4,148 $504K 0.02% +1,532 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: 108 shares; 2024Q4: 96 shares; 2025Q1: 366 shares; 2025Q2: 248 shares; 2025Q3: 201 shares; 2025Q4: 229 shares; 2026Q1: 513 shares 513 $503K 0.02% +284 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,054 shares; 2024Q4: 1,894 shares; 2025Q1: 2,120 shares; 2025Q2: 2,338 shares; 2025Q3: 2,777 shares; 2025Q4: 3,191 shares; 2026Q1: 2,752 shares 2,752 $502K 0.02% -439 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 367 shares; 2024Q4: 388 shares; 2025Q1: 3,707 shares; 2025Q2: 4,485 shares; 2025Q3: 4,766 shares; 2025Q4: 4,128 shares; 2026Q1: 3,675 shares 3,675 $500K 0.02% -453 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: 70 shares; 2024Q4: 177 shares; 2025Q1: 548 shares; 2025Q2: 540 shares; 2025Q3: 1,045 shares; 2025Q4: 1,569 shares; 2026Q1: 2,303 shares 2,303 $499K 0.02% +734 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: 4,073 shares; 2024Q4: 4,958 shares; 2025Q1: 5,728 shares; 2025Q2: 7,535 shares; 2025Q3: 10,453 shares; 2025Q4: 11,112 shares; 2026Q1: 12,566 shares 12,566 $495K 0.02% +1,454 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,503 shares; 2024Q4: 3,159 shares; 2025Q1: 3,148 shares; 2025Q2: 2,553 shares; 2025Q3: 2,555 shares; 2025Q4: 2,548 shares; 2026Q1: 2,565 shares 2,565 $492K 0.02% +17 Timeline PRN 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: 1,964 shares; 2024Q4: 1,976 shares; 2025Q1: 2,060 shares; 2025Q2: 2,205 shares; 2025Q3: 2,424 shares; 2025Q4: 2,448 shares; 2026Q1: 2,526 shares 2,526 $491K 0.02% +78 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,933 shares; 2024Q4: 2,937 shares; 2025Q1: 20,732 shares; 2025Q2: 23,389 shares; 2025Q3: 19,811 shares; 2025Q4: 18,641 shares; 2026Q1: 18,776 shares 18,776 $490K 0.02% +135 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 354 shares; 2024Q4: 208 shares; 2025Q1: 293 shares; 2025Q2: 461 shares; 2025Q3: 575 shares; 2025Q4: 675 shares; 2026Q1: 1,808 shares 1,808 $489K 0.02% +1,133 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,017 shares; 2025Q1: 1,264 shares; 2025Q2: 1,446 shares; 2025Q3: 1,365 shares; 2025Q4: 1,478 shares; 2026Q1: 1,357 shares 1,357 $487K 0.02% -121 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: 3,270 shares; 2024Q4: 5,588 shares; 2025Q1: 5,350 shares; 2025Q2: 5,003 shares; 2025Q3: 5,075 shares; 2025Q4: 5,092 shares; 2026Q1: 5,246 shares 5,246 $487K 0.02% +154 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,983 shares; 2024Q4: 16,397 shares; 2025Q1: 13,391 shares; 2025Q2: 12,516 shares; 2025Q3: 11,698 shares; 2025Q4: 11,615 shares; 2026Q1: 11,455 shares 11,455 $484K 0.02% -160 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 1,485 shares; 2025Q2: 1,642 shares; 2025Q3: 2,023 shares; 2025Q4: 2,181 shares; 2026Q1: 2,444 shares 2,444 $483K 0.02% +263 Timeline FNDA 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: 4,088 shares; 2024Q4: 15,907 shares; 2025Q1: 11,282 shares; 2025Q2: 17,997 shares; 2025Q3: 13,740 shares; 2025Q4: 15,122 shares; 2026Q1: 14,865 shares 14,865 $482K 0.02% -257 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: 1,247 shares; 2024Q4: 1,688 shares; 2025Q1: 1,820 shares; 2025Q2: 3,972 shares; 2025Q3: 4,219 shares; 2025Q4: 4,199 shares; 2026Q1: 2,325 shares 2,325 $482K 0.02% -1,874 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,575 shares; 2025Q3: 6,070 shares; 2025Q4: 8,966 shares; 2026Q1: 11,795 shares 11,795 $481K 0.02% +2,829 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 505 shares; 2025Q4: 300 shares; 2026Q1: 7,441 shares 7,441 $481K 0.02% +7,141 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: 524 shares; 2024Q4: 740 shares; 2025Q1: 5,619 shares; 2025Q2: 14,825 shares; 2025Q3: 8,444 shares; 2025Q4: 9,807 shares; 2026Q1: 7,850 shares 7,850 $479K 0.02% -1,957 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,853 shares; 2024Q4: 1,901 shares; 2025Q1: 789 shares; 2025Q2: 887 shares; 2025Q3: 1,077 shares; 2025Q4: 1,352 shares; 2026Q1: 1,692 shares 1,692 $478K 0.02% +340 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,106 shares; 2024Q4: 4,113 shares; 2025Q1: 7,488 shares; 2025Q2: 6,031 shares; 2025Q3: 4,585 shares; 2025Q4: 4,724 shares; 2026Q1: 4,939 shares 4,939 $476K 0.02% +215 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: 8,583 shares; 2024Q4: 12,896 shares; 2025Q1: 12,162 shares; 2025Q2: 6,375 shares; 2025Q3: 9,905 shares; 2025Q4: 9,084 shares; 2026Q1: 6,458 shares 6,458 $476K 0.02% -2,626 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 238 shares; 2025Q1: 8 shares; 2025Q2: 7,130 shares; 2025Q3: 7,200 shares; 2025Q4: 7,513 shares; 2026Q1: 8,156 shares 8,156 $470K 0.02% +643 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 4,889 shares; 2025Q1: 5,323 shares; 2025Q2: 6,174 shares; 2025Q3: 6,320 shares; 2025Q4: 6,472 shares; 2026Q1: 7,031 shares 7,031 $467K 0.01% +559 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,860 shares; 2024Q4: 15,719 shares; 2025Q1: 10,580 shares; 2025Q2: 9,963 shares; 2025Q3: 8,994 shares; 2025Q4: 8,818 shares; 2026Q1: 11,212 shares 11,212 $467K 0.01% +2,394 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 795 shares; 2024Q4: 994 shares; 2025Q1: 1,498 shares; 2025Q2: 2,773 shares; 2025Q3: 1,644 shares; 2025Q4: 5,221 shares; 2026Q1: 5,463 shares 5,463 $466K 0.01% +242 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: 1,298 shares; 2024Q4: 1,311 shares; 2025Q1: 1,326 shares; 2025Q2: 1,388 shares; 2025Q3: 1,394 shares; 2025Q4: 3,061 shares; 2026Q1: 3,064 shares 3,064 $464K 0.01% +3 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,249 shares; 2025Q1: 1,375 shares; 2025Q2: 1,623 shares; 2025Q3: 1,463 shares; 2025Q4: 1,579 shares; 2026Q1: 1,475 shares 1,475 $464K 0.01% -104 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: 944 shares; 2024Q4: 944 shares; 2025Q1: 944 shares; 2025Q2: 944 shares; 2025Q3: 1,729 shares; 2025Q4: 1,346 shares; 2026Q1: 3,390 shares 3,390 $460K 0.01% +2,044 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 496 shares; 2025Q1: 613 shares; 2025Q2: 742 shares; 2025Q3: 887 shares; 2025Q4: 892 shares; 2026Q1: 715 shares 715 $458K 0.01% -177 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,005 shares; 2024Q4: 12,518 shares; 2025Q1: 20,014 shares; 2025Q2: 19,870 shares; 2025Q3: 20,022 shares; 2025Q4: 22,142 shares; 2026Q1: 22,320 shares 22,320 $456K 0.01% +178 Timeline