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: 2,916,821 shares; 2024Q4: 9,110,044 shares; 2025Q1: 8,085,589 shares; 2025Q2: 8,268,173 shares; 2025Q3: 8,751,118 shares; 2025Q4: 9,179,896 shares; 2026Q1: 9,370,273 shares 9,370,273 $261M 11.76% +190,377 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: 3,330,253 shares; 2024Q4: 10,339,604 shares; 2025Q1: 9,181,848 shares; 2025Q2: 9,304,081 shares; 2025Q3: 9,633,628 shares; 2025Q4: 9,936,362 shares; 2026Q1: 10,166,832 shares 10,166,832 $261M 11.74% +230,470 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: 1,848,527 shares; 2024Q4: 7,620,902 shares; 2025Q1: 6,685,573 shares; 2025Q2: 6,807,071 shares; 2025Q3: 7,014,190 shares; 2025Q4: 7,256,974 shares; 2026Q1: 7,413,124 shares 7,413,124 $216M 9.73% +156,150 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: 3,282,371 shares; 2024Q4: 7,018,602 shares; 2025Q1: 6,492,281 shares; 2025Q2: 6,556,228 shares; 2025Q3: 7,316,348 shares; 2025Q4: 8,050,164 shares; 2026Q1: 8,408,940 shares 8,408,940 $208M 9.38% +358,776 Timeline SCHC 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: 1,367,778 shares; 2024Q4: 1,409,450 shares; 2025Q1: 1,373,351 shares; 2025Q2: 1,354,346 shares; 2025Q3: 1,447,942 shares; 2025Q4: 1,603,280 shares; 2026Q1: 1,645,574 shares 1,645,574 $76.9M 3.47% +42,294 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286,081 shares; 2024Q4: 296,955 shares; 2025Q1: 295,373 shares; 2025Q2: 309,883 shares; 2025Q3: 328,554 shares; 2025Q4: 347,264 shares; 2026Q1: 353,982 shares 353,982 $65.2M 2.94% +6,718 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,004 shares; 2024Q4: 290,643 shares; 2025Q1: 395,896 shares; 2025Q2: 1,069,548 shares; 2025Q3: 1,156,105 shares; 2025Q4: 1,253,478 shares; 2026Q1: 1,311,932 shares 1,311,932 $61.8M 2.78% +58,454 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,989 shares; 2024Q4: 184,657 shares; 2025Q1: 181,127 shares; 2025Q2: 186,310 shares; 2025Q3: 193,622 shares; 2025Q4: 203,205 shares; 2026Q1: 208,751 shares 208,751 $53.7M 2.42% +5,546 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: 262,222 shares; 2024Q4: 266,225 shares; 2025Q1: 265,607 shares; 2025Q2: 255,476 shares; 2025Q3: 263,626 shares; 2025Q4: 270,691 shares; 2026Q1: 273,144 shares 273,144 $52.4M 2.36% +2,453 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: 1,423,928 shares; 2024Q4: 2,768,143 shares; 2025Q1: 2,653,953 shares; 2025Q2: 1,707,052 shares; 2025Q3: 1,779,505 shares; 2025Q4: 1,916,045 shares; 2026Q1: 1,990,840 shares 1,990,840 $46.2M 2.08% +74,795 Timeline SPTL 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: 781,440 shares; 2024Q4: 901,184 shares; 2025Q1: 899,395 shares; 2025Q2: 968,637 shares; 2025Q3: 1,036,507 shares; 2025Q4: 1,147,029 shares; 2026Q1: 1,201,456 shares 1,201,456 $31.6M 1.42% +54,427 Timeline SCHE 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: 1,304,505 shares; 2024Q4: 1,217,631 shares; 2025Q1: 1,096,378 shares; 2025Q2: 1,018,940 shares; 2025Q3: 1,000,797 shares; 2025Q4: 982,428 shares; 2026Q1: 939,664 shares 939,664 $31M 1.39% -42,764 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: 122,296 shares; 2024Q4: 128,011 shares; 2025Q1: 126,938 shares; 2025Q2: 128,647 shares; 2025Q3: 130,500 shares; 2025Q4: 133,850 shares; 2026Q1: 133,535 shares 133,535 $29M 1.31% -315 Timeline FDEM 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: 33,567 shares; 2024Q4: 195,119 shares; 2025Q1: 321,746 shares; 2025Q2: 398,018 shares; 2025Q3: 556,084 shares; 2025Q4: 737,254 shares; 2026Q1: 834,445 shares 834,445 $26.4M 1.19% +97,191 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: 40,770 shares; 2024Q4: 41,619 shares; 2025Q1: 38,001 shares; 2025Q2: 38,704 shares; 2025Q3: 38,269 shares; 2025Q4: 37,913 shares; 2026Q1: 37,249 shares 37,249 $24.3M 1.1% -664 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: 76,494 shares; 2024Q4: 81,051 shares; 2025Q1: 81,070 shares; 2025Q2: 80,703 shares; 2025Q3: 74,059 shares; 2025Q4: 77,204 shares; 2026Q1: 75,478 shares 75,478 $22.8M 1.03% -1,726 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: 78,385 shares; 2024Q4: 81,595 shares; 2025Q1: 74,678 shares; 2025Q2: 80,263 shares; 2025Q3: 82,549 shares; 2025Q4: 84,619 shares; 2026Q1: 89,389 shares 89,389 $22.7M 1.02% +4,770 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: 187,972 shares; 2024Q4: 203,064 shares; 2025Q1: 156,636 shares; 2025Q2: 218,188 shares; 2025Q3: 221,830 shares; 2025Q4: 226,085 shares; 2026Q1: 227,233 shares 227,233 $20.6M 0.93% +1,148 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: 214,717 shares; 2024Q4: 194,995 shares; 2025Q1: 179,616 shares; 2025Q2: 188,139 shares; 2025Q3: 212,664 shares; 2025Q4: 239,682 shares; 2026Q1: 254,006 shares 254,006 $19.9M 0.9% +14,324 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: 89,383 shares; 2024Q4: 90,998 shares; 2025Q1: 93,613 shares; 2025Q2: 92,742 shares; 2025Q3: 98,295 shares; 2025Q4: 105,161 shares; 2026Q1: 113,449 shares 113,449 $19.8M 0.89% +8,288 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: 316,872 shares; 2024Q4: 330,459 shares; 2025Q1: 268,873 shares; 2025Q2: 330,910 shares; 2025Q3: 329,517 shares; 2025Q4: 325,735 shares; 2026Q1: 312,288 shares 312,288 $17.7M 0.8% -13,447 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: 223,285 shares; 2024Q4: 210,970 shares; 2025Q1: 193,055 shares; 2025Q2: 187,998 shares; 2025Q3: 185,017 shares; 2025Q4: 182,193 shares; 2026Q1: 177,081 shares 177,081 $17M 0.77% -5,112 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: 45,683 shares; 2024Q4: 57,082 shares; 2025Q1: 52,966 shares; 2025Q2: 54,450 shares; 2025Q3: 57,392 shares; 2025Q4: 59,692 shares; 2026Q1: 61,703 shares 61,703 $16.2M 0.73% +2,011 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: 61,620 shares; 2024Q4: 58,925 shares; 2025Q1: 59,723 shares; 2025Q2: 52,516 shares; 2025Q3: 50,981 shares; 2025Q4: 49,398 shares; 2026Q1: 53,251 shares 53,251 $13.3M 0.6% +3,853 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: not reported; 2024Q4: 191,975 shares; 2025Q1: 230,244 shares; 2025Q2: 227,660 shares; 2025Q3: 236,116 shares; 2025Q4: 249,172 shares; 2026Q1: 252,802 shares 252,802 $12.8M 0.58% +3,630 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,030 shares; 2024Q4: 359,996 shares; 2025Q1: 355,075 shares; 2025Q2: 371,836 shares; 2025Q3: 409,042 shares; 2025Q4: 462,300 shares; 2026Q1: 496,305 shares 496,305 $12.4M 0.56% +34,005 Timeline MDYV 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: 178,410 shares; 2024Q4: 165,888 shares; 2025Q1: 155,544 shares; 2025Q2: 153,601 shares; 2025Q3: 150,744 shares; 2025Q4: 148,150 shares; 2026Q1: 142,608 shares 142,608 $12.1M 0.55% -5,542 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,655 shares; 2024Q4: 109,740 shares; 2025Q1: 106,988 shares; 2025Q2: 110,856 shares; 2025Q3: 115,222 shares; 2025Q4: 123,059 shares; 2026Q1: 129,377 shares 129,377 $11.8M 0.53% +6,318 Timeline FNDE 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: 302,332 shares; 2024Q4: 279,661 shares; 2025Q1: 266,094 shares; 2025Q2: 320,551 shares; 2025Q3: 314,691 shares; 2025Q4: 311,008 shares; 2026Q1: 300,584 shares 300,584 $11.5M 0.52% -10,424 Timeline CORP 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: 90,038 shares; 2024Q4: 91,981 shares; 2025Q1: 90,082 shares; 2025Q2: 91,857 shares; 2025Q3: 96,177 shares; 2025Q4: 102,912 shares; 2026Q1: 109,271 shares 109,271 $10.6M 0.48% +6,359 Timeline SCHP 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: 140,510 shares; 2024Q4: 284,532 shares; 2025Q1: 245,856 shares; 2025Q2: 304,037 shares; 2025Q3: 322,930 shares; 2025Q4: 356,388 shares; 2026Q1: 373,441 shares 373,441 $9.94M 0.45% +17,053 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: 16,273 shares; 2024Q4: 17,898 shares; 2025Q1: 17,034 shares; 2025Q2: 17,813 shares; 2025Q3: 20,925 shares; 2025Q4: 23,290 shares; 2026Q1: 23,986 shares 23,986 $8.88M 0.4% +696 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,754 shares; 2024Q4: 205,620 shares; 2025Q1: 204,395 shares; 2025Q2: 201,951 shares; 2025Q3: 201,542 shares; 2025Q4: 200,085 shares; 2026Q1: 187,500 shares 187,500 $7.84M 0.35% -12,585 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: 25,455 shares; 2024Q4: 27,351 shares; 2025Q1: 27,117 shares; 2025Q2: 30,140 shares; 2025Q3: 32,747 shares; 2025Q4: 36,093 shares; 2026Q1: 36,741 shares 36,741 $7.65M 0.34% +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: 12,597 shares; 2024Q4: 12,549 shares; 2025Q1: 10,482 shares; 2025Q2: 19,000 shares; 2025Q3: 18,279 shares; 2025Q4: 17,796 shares; 2026Q1: 17,687 shares 17,687 $7.54M 0.34% -109 Timeline TFI 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: 247,344 shares; 2024Q4: 232,448 shares; 2025Q1: 142,491 shares; 2025Q2: 129,011 shares; 2025Q3: 138,942 shares; 2025Q4: 155,134 shares; 2026Q1: 155,926 shares 155,926 $7.07M 0.32% +792 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: 110,856 shares; 2024Q4: 114,175 shares; 2025Q1: 44,910 shares; 2025Q2: 50,689 shares; 2025Q3: 49,641 shares; 2025Q4: 51,689 shares; 2026Q1: 55,132 shares 55,132 $6.85M 0.31% +3,443 Timeline AGZD 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: 196,172 shares; 2024Q4: 203,374 shares; 2025Q1: 203,166 shares; 2025Q2: 216,313 shares; 2025Q3: 244,369 shares; 2025Q4: 284,437 shares; 2026Q1: 300,604 shares 300,604 $6.78M 0.31% +16,167 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: 10,757 shares; 2024Q4: 11,576 shares; 2025Q1: 11,205 shares; 2025Q2: 13,110 shares; 2025Q3: 14,137 shares; 2025Q4: 15,653 shares; 2026Q1: 23,277 shares 23,277 $6.69M 0.3% +7,624 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: 141,615 shares; 2024Q4: 162,424 shares; 2025Q1: 145,361 shares; 2025Q2: 158,882 shares; 2025Q3: 157,873 shares; 2025Q4: 160,908 shares; 2026Q1: 158,851 shares 158,851 $6.64M 0.3% -2,057 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: 116,726 shares; 2024Q4: 129,091 shares; 2025Q1: 98,235 shares; 2025Q2: 97,334 shares; 2025Q3: 112,582 shares; 2025Q4: 108,925 shares; 2026Q1: 102,239 shares 102,239 $6.55M 0.3% -6,686 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: 16,758 shares; 2024Q4: 17,609 shares; 2025Q1: 16,679 shares; 2025Q2: 32,836 shares; 2025Q3: 32,728 shares; 2025Q4: 33,332 shares; 2026Q1: 33,286 shares 33,286 $6.53M 0.29% -46 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: 50,501 shares; 2024Q4: 51,102 shares; 2025Q1: 19,923 shares; 2025Q2: 20,595 shares; 2025Q3: 20,086 shares; 2025Q4: 20,958 shares; 2026Q1: 22,330 shares 22,330 $6.41M 0.29% +1,372 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,587 shares; 2024Q4: 53,205 shares; 2025Q1: 36,884 shares; 2025Q2: 49,117 shares; 2025Q3: 47,470 shares; 2025Q4: 46,266 shares; 2026Q1: 43,104 shares 43,104 $6.28M 0.28% -3,162 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,922 shares; 2024Q4: 52,194 shares; 2025Q1: 44,116 shares; 2025Q2: 46,401 shares; 2025Q3: 44,808 shares; 2025Q4: 45,825 shares; 2026Q1: 48,495 shares 48,495 $6.21M 0.28% +2,670 Timeline IMVP INVESCO INDIA EXCHANGE-TRADE More: the full row for INVESCO INDIA EXCHANGE-TRADE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172,408 shares; 2024Q4: 213,362 shares; 2025Q1: 209,362 shares; 2025Q2: 224,377 shares; 2025Q3: 235,442 shares; 2025Q4: 292,967 shares; 2026Q1: 299,021 shares 299,021 $6.14M 0.28% +6,054 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,178 shares; 2024Q4: 135,894 shares; 2025Q1: 62,420 shares; 2025Q2: 58,690 shares; 2025Q3: 60,906 shares; 2025Q4: 64,617 shares; 2026Q1: 77,642 shares 77,642 $6.11M 0.28% +13,025 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: 127,889 shares; 2024Q4: 235,791 shares; 2025Q1: 215,839 shares; 2025Q2: 208,607 shares; 2025Q3: 197,256 shares; 2025Q4: 190,350 shares; 2026Q1: 183,022 shares 183,022 $5.94M 0.27% -7,328 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: 14,733 shares; 2024Q4: 10,254 shares; 2025Q1: 10,069 shares; 2025Q2: 22,537 shares; 2025Q3: 21,713 shares; 2025Q4: 21,318 shares; 2026Q1: 19,817 shares 19,817 $5.92M 0.27% -1,501 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: 64,977 shares; 2024Q4: 65,825 shares; 2025Q1: 43,115 shares; 2025Q2: 36,101 shares; 2025Q3: 40,202 shares; 2025Q4: 48,619 shares; 2026Q1: 50,823 shares 50,823 $5.39M 0.24% +2,204 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: 8,785 shares; 2024Q4: 11,039 shares; 2025Q1: 11,220 shares; 2025Q2: 12,940 shares; 2025Q3: 11,952 shares; 2025Q4: 11,951 shares; 2026Q1: 18,548 shares 18,548 $5.32M 0.24% +6,597 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: 63,855 shares; 2024Q4: 60,075 shares; 2025Q1: 60,154 shares; 2025Q2: 63,842 shares; 2025Q3: 62,148 shares; 2025Q4: 59,162 shares; 2026Q1: 55,589 shares 55,589 $5.26M 0.24% -3,573 Timeline SHM 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: 80,458 shares; 2024Q4: 82,101 shares; 2025Q1: 54,014 shares; 2025Q2: 90,540 shares; 2025Q3: 96,215 shares; 2025Q4: 106,049 shares; 2026Q1: 109,314 shares 109,314 $5.23M 0.24% +3,265 Timeline PGX 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: 606,565 shares; 2024Q4: 582,099 shares; 2025Q1: 487,953 shares; 2025Q2: 471,310 shares; 2025Q3: 467,163 shares; 2025Q4: 470,500 shares; 2026Q1: 480,087 shares 480,087 $5.22M 0.24% +9,587 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: 7,045 shares; 2024Q4: 7,480 shares; 2025Q1: 7,207 shares; 2025Q2: 6,874 shares; 2025Q3: 7,348 shares; 2025Q4: 7,873 shares; 2026Q1: 8,626 shares 8,626 $5.15M 0.23% +753 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: 116,891 shares; 2024Q4: 113,419 shares; 2025Q1: 94,315 shares; 2025Q2: 90,542 shares; 2025Q3: 90,575 shares; 2025Q4: 94,756 shares; 2026Q1: 95,051 shares 95,051 $5.14M 0.23% +295 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,413 shares; 2024Q4: 145,696 shares; 2025Q1: 143,413 shares; 2025Q2: 143,484 shares; 2025Q3: 143,477 shares; 2025Q4: 136,972 shares; 2026Q1: 136,433 shares 136,433 $5.11M 0.23% -539 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: 7,621 shares; 2024Q4: 8,157 shares; 2025Q1: 6,976 shares; 2025Q2: 8,142 shares; 2025Q3: 7,479 shares; 2025Q4: 7,556 shares; 2026Q1: 20,683 shares 20,683 $5.06M 0.23% +13,127 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: 5,517 shares; 2024Q4: 5,753 shares; 2025Q1: 5,556 shares; 2025Q2: 6,325 shares; 2025Q3: 6,667 shares; 2025Q4: 8,097 shares; 2026Q1: 8,471 shares 8,471 $4.85M 0.22% +374 Timeline FPEI 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: 17,319 shares; 2024Q4: 69,732 shares; 2025Q1: 96,962 shares; 2025Q2: 125,133 shares; 2025Q3: 162,584 shares; 2025Q4: 219,214 shares; 2026Q1: 248,429 shares 248,429 $4.72M 0.21% +29,215 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: 8,722 shares; 2024Q4: 10,019 shares; 2025Q1: 6,888 shares; 2025Q2: 7,547 shares; 2025Q3: 7,591 shares; 2025Q4: 7,174 shares; 2026Q1: 6,970 shares 6,970 $4.53M 0.2% -204 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,789 shares; 2024Q4: 12,586 shares; 2025Q1: 11,471 shares; 2025Q2: 15,607 shares; 2025Q3: 15,343 shares; 2025Q4: 14,694 shares; 2026Q1: 14,239 shares 14,239 $4.53M 0.2% -455 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,940 shares; 2024Q4: 78,582 shares; 2025Q1: 78,977 shares; 2025Q2: 82,130 shares; 2025Q3: 87,308 shares; 2025Q4: 92,356 shares; 2026Q1: 99,187 shares 99,187 $4.45M 0.2% +6,831 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: 6,264 shares; 2024Q4: 6,316 shares; 2025Q1: 5,357 shares; 2025Q2: 5,476 shares; 2025Q3: 6,099 shares; 2025Q4: 6,208 shares; 2026Q1: 6,330 shares 6,330 $4.42M 0.2% +122 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,019 shares; 2024Q4: 34,640 shares; 2025Q1: 33,805 shares; 2025Q2: 33,095 shares; 2025Q3: 35,925 shares; 2025Q4: 34,817 shares; 2026Q1: 35,244 shares 35,244 $4.41M 0.2% +427 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: 58,312 shares; 2024Q4: 54,265 shares; 2025Q1: 52,484 shares; 2025Q2: 56,999 shares; 2025Q3: 50,390 shares; 2025Q4: 48,338 shares; 2026Q1: 45,118 shares 45,118 $4.36M 0.2% -3,220 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,567 shares; 2024Q4: 89,386 shares; 2025Q1: 38,128 shares; 2025Q2: 39,069 shares; 2025Q3: 38,186 shares; 2025Q4: 39,130 shares; 2026Q1: 38,551 shares 38,551 $4.29M 0.19% -579 Timeline SWAN 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: 111,519 shares; 2024Q4: 110,146 shares; 2025Q1: 110,107 shares; 2025Q2: 114,500 shares; 2025Q3: 119,519 shares; 2025Q4: 127,328 shares; 2026Q1: 135,161 shares 135,161 $4.2M 0.19% +7,833 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,644 shares; 2024Q4: 98,431 shares; 2025Q1: 127,910 shares; 2025Q2: 146,116 shares; 2025Q3: 171,253 shares; 2025Q4: 196,604 shares; 2026Q1: 221,169 shares 221,169 $4.19M 0.19% +24,565 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,020 shares; 2025Q4: 62,922 shares; 2026Q1: 84,316 shares 84,316 $4.17M 0.19% +21,394 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: 49,328 shares; 2024Q4: 145,070 shares; 2025Q1: 147,173 shares; 2025Q2: 139,723 shares; 2025Q3: 133,859 shares; 2025Q4: 130,354 shares; 2026Q1: 132,035 shares 132,035 $4.05M 0.18% +1,681 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: 17,377 shares; 2024Q4: 17,408 shares; 2025Q1: 15,746 shares; 2025Q2: 10,212 shares; 2025Q3: 10,587 shares; 2025Q4: 15,844 shares; 2026Q1: 18,070 shares 18,070 $3.93M 0.18% +2,226 Timeline RVNU DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,164 shares; 2024Q4: 250,104 shares; 2025Q1: 155,834 shares; 2025Q2: 42,476 shares; 2025Q3: 146,387 shares; 2025Q4: 153,658 shares; 2026Q1: 158,922 shares 158,922 $3.92M 0.18% +5,264 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: 4,312 shares; 2024Q4: 8,131 shares; 2025Q1: 7,378 shares; 2025Q2: 7,278 shares; 2025Q3: 9,371 shares; 2025Q4: 12,087 shares; 2026Q1: 12,634 shares 12,634 $3.91M 0.18% +547 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,688 shares; 2024Q4: 120,471 shares; 2025Q1: 85,660 shares; 2025Q2: 78,606 shares; 2025Q3: 77,905 shares; 2025Q4: 79,508 shares; 2026Q1: 77,130 shares 77,130 $3.85M 0.17% -2,378 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: 74,638 shares; 2024Q4: 79,296 shares; 2025Q1: 60,291 shares; 2025Q2: 87,208 shares; 2025Q3: 87,684 shares; 2025Q4: 87,757 shares; 2026Q1: 87,116 shares 87,116 $3.68M 0.17% -641 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: 49,864 shares; 2024Q4: 50,634 shares; 2025Q1: 33,979 shares; 2025Q2: 34,148 shares; 2025Q3: 35,161 shares; 2025Q4: 38,577 shares; 2026Q1: 37,535 shares 37,535 $3.65M 0.16% -1,042 Timeline PZA 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: 307,774 shares; 2024Q4: 329,882 shares; 2025Q1: 194,325 shares; 2025Q2: 212,171 shares; 2025Q3: 172,883 shares; 2025Q4: 166,678 shares; 2026Q1: 157,104 shares 157,104 $3.61M 0.16% -9,574 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,377 shares; 2025Q1: 3,255 shares; 2025Q2: 3,257 shares; 2025Q3: 3,521 shares; 2025Q4: 3,590 shares; 2026Q1: 3,921 shares 3,921 $3.61M 0.16% +331 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: 21,745 shares; 2024Q4: 25,372 shares; 2025Q1: 26,353 shares; 2025Q2: 23,628 shares; 2025Q3: 25,415 shares; 2025Q4: 25,371 shares; 2026Q1: 25,548 shares 25,548 $3.56M 0.16% +177 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,900 shares; 2024Q4: 6,451 shares; 2025Q1: 6,190 shares; 2025Q2: 7,262 shares; 2025Q3: 7,400 shares; 2025Q4: 7,967 shares; 2026Q1: 7,998 shares 7,998 $3.49M 0.16% +31 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: 7,232 shares; 2024Q4: 6,578 shares; 2025Q1: 7,780 shares; 2025Q2: 7,538 shares; 2025Q3: 7,623 shares; 2025Q4: 8,342 shares; 2026Q1: 9,294 shares 9,294 $3.45M 0.16% +952 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,737 shares; 2024Q4: 80,737 shares; 2025Q1: 80,110 shares; 2025Q2: 77,763 shares; 2025Q3: 76,960 shares; 2025Q4: 74,386 shares; 2026Q1: 74,354 shares 74,354 $3.42M 0.15% -32 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: 13,816 shares; 2024Q4: 17,625 shares; 2025Q1: 18,053 shares; 2025Q2: 18,198 shares; 2025Q3: 19,296 shares; 2025Q4: 17,768 shares; 2026Q1: 20,071 shares 20,071 $3.41M 0.15% +2,303 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: 16,395 shares; 2024Q4: 85,284 shares; 2025Q1: 101,189 shares; 2025Q2: 101,998 shares; 2025Q3: 103,019 shares; 2025Q4: 106,755 shares; 2026Q1: 107,503 shares 107,503 $3.33M 0.15% +748 Timeline BKLN 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: 258,847 shares; 2024Q4: 232,697 shares; 2025Q1: 209,357 shares; 2025Q2: 197,485 shares; 2025Q3: 172,896 shares; 2025Q4: 165,238 shares; 2026Q1: 162,476 shares 162,476 $3.32M 0.15% -2,762 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,145 shares; 2024Q4: 52,562 shares; 2025Q1: 46,965 shares; 2025Q2: 45,810 shares; 2025Q3: 40,703 shares; 2025Q4: 38,869 shares; 2026Q1: 38,445 shares 38,445 $3.06M 0.14% -424 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: 17,951 shares; 2024Q4: 18,664 shares; 2025Q1: 18,576 shares; 2025Q2: 20,153 shares; 2025Q3: 20,424 shares; 2025Q4: 20,515 shares; 2026Q1: 23,996 shares 23,996 $2.89M 0.13% +3,481 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: 33,732 shares; 2024Q4: 41,126 shares; 2025Q1: 31,901 shares; 2025Q2: 28,830 shares; 2025Q3: 24,656 shares; 2025Q4: 29,238 shares; 2026Q1: 27,948 shares 27,948 $2.81M 0.13% -1,290 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: 4,991 shares; 2024Q4: 5,057 shares; 2025Q1: 4,915 shares; 2025Q2: 5,144 shares; 2025Q3: 5,346 shares; 2025Q4: 5,652 shares; 2026Q1: 5,751 shares 5,751 $2.76M 0.12% +99 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: 6,754 shares; 2024Q4: 7,606 shares; 2025Q1: 7,916 shares; 2025Q2: 9,530 shares; 2025Q3: 9,367 shares; 2025Q4: 14,118 shares; 2026Q1: 18,713 shares 18,713 $2.75M 0.12% +4,595 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: 40,009 shares; 2024Q4: 12,733 shares; 2025Q1: 9,564 shares; 2025Q2: 8,861 shares; 2025Q3: 8,477 shares; 2025Q4: 8,362 shares; 2026Q1: 8,498 shares 8,498 $2.73M 0.12% +136 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,139 shares; 2024Q4: 43,826 shares; 2025Q1: 42,870 shares; 2025Q2: 44,305 shares; 2025Q3: 45,705 shares; 2025Q4: 52,080 shares; 2026Q1: 58,778 shares 58,778 $2.68M 0.12% +6,698 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,081 shares; 2024Q4: 18,072 shares; 2025Q1: 17,699 shares; 2025Q2: 17,499 shares; 2025Q3: 17,376 shares; 2025Q4: 17,559 shares; 2026Q1: 18,644 shares 18,644 $2.65M 0.12% +1,085 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: 77,000 shares; 2024Q4: 74,173 shares; 2025Q1: 50,402 shares; 2025Q2: 49,644 shares; 2025Q3: 52,388 shares; 2025Q4: 55,811 shares; 2026Q1: 53,649 shares 53,649 $2.52M 0.11% -2,162 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: 51,053 shares; 2024Q4: 99,711 shares; 2025Q1: 85,706 shares; 2025Q2: 89,719 shares; 2025Q3: 87,768 shares; 2025Q4: 86,251 shares; 2026Q1: 82,231 shares 82,231 $2.39M 0.11% -4,020 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: 4,770 shares; 2024Q4: 4,729 shares; 2025Q1: 3,350 shares; 2025Q2: 3,711 shares; 2025Q3: 3,926 shares; 2025Q4: 3,630 shares; 2026Q1: 4,025 shares 4,025 $2.32M 0.1% +395 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: 8,621 shares; 2024Q4: 8,625 shares; 2025Q1: 8,719 shares; 2025Q2: 8,762 shares; 2025Q3: 8,874 shares; 2025Q4: 8,993 shares; 2026Q1: 9,078 shares 9,078 $2.22M 0.1% +85 Timeline FLBL 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: 23,229 shares; 2025Q1: 39,611 shares; 2025Q2: 54,458 shares; 2025Q3: 68,653 shares; 2025Q4: 85,320 shares; 2026Q1: 95,959 shares 95,959 $2.21M 0.1% +10,639 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: 5,994 shares; 2024Q4: 6,815 shares; 2025Q1: 12,159 shares; 2025Q2: 12,435 shares; 2025Q3: 9,193 shares; 2025Q4: 12,530 shares; 2026Q1: 15,036 shares 15,036 $2.2M 0.1% +2,506 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: 61,447 shares; 2024Q4: 50,159 shares; 2025Q1: 44,009 shares; 2025Q2: 23,460 shares; 2025Q3: 22,629 shares; 2025Q4: 22,038 shares; 2026Q1: 21,769 shares 21,769 $2.16M 0.1% -269 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,681 shares; 2024Q4: 9,044 shares; 2025Q1: 10,021 shares; 2025Q2: 13,334 shares; 2025Q3: 12,802 shares; 2025Q4: 12,399 shares; 2026Q1: 11,275 shares 11,275 $2.14M 0.1% -1,124 Timeline XLG 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: 56,137 shares; 2024Q4: 53,684 shares; 2025Q1: 50,863 shares; 2025Q2: 43,761 shares; 2025Q3: 41,607 shares; 2025Q4: 39,947 shares; 2026Q1: 38,695 shares 38,695 $2.11M 0.1% -1,252 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: 6,596 shares; 2024Q4: 6,555 shares; 2025Q1: 6,534 shares; 2025Q2: 6,633 shares; 2025Q3: 6,750 shares; 2025Q4: 6,827 shares; 2026Q1: 6,892 shares 6,892 $2.08M 0.09% +65 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,364 shares; 2026Q1: 41,143 shares 41,143 $2.06M 0.09% +20,779 Timeline FTMA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 224,447 shares; 2026Q1: 225,465 shares 225,465 $2.02M 0.09% +1,018 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: 21,402 shares; 2024Q4: 21,817 shares; 2025Q1: 18,027 shares; 2025Q2: 18,192 shares; 2025Q3: 17,634 shares; 2025Q4: 18,281 shares; 2026Q1: 20,527 shares 20,527 $2.01M 0.09% +2,246 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,529 shares; 2024Q4: 1,643 shares; 2025Q1: 1,613 shares; 2025Q2: 1,805 shares; 2025Q3: 1,756 shares; 2025Q4: 20,631 shares; 2026Q1: 20,091 shares 20,091 $1.93M 0.09% -540 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: not reported; 2024Q4: 11,865 shares; 2025Q1: 4,474 shares; 2025Q2: 24,131 shares; 2025Q3: 24,210 shares; 2025Q4: 25,971 shares; 2026Q1: 25,492 shares 25,492 $1.9M 0.09% -479 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,674 shares; 2025Q3: 40,014 shares; 2025Q4: 39,926 shares; 2026Q1: 37,304 shares 37,304 $1.86M 0.08% -2,622 Timeline QUS 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: 12,732 shares; 2024Q4: 12,077 shares; 2025Q1: 11,809 shares; 2025Q2: 11,395 shares; 2025Q3: 11,114 shares; 2025Q4: 11,077 shares; 2026Q1: 10,824 shares 10,824 $1.86M 0.08% -253 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 64,966 shares; 2025Q1: 113,350 shares; 2025Q2: 172,330 shares; 2025Q3: 173,629 shares; 2025Q4: 215,214 shares; 2026Q1: 261,253 shares 261,253 $1.82M 0.08% +46,039 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: 11,942 shares; 2024Q4: 9,557 shares; 2025Q1: 9,273 shares; 2025Q2: 9,592 shares; 2025Q3: 11,875 shares; 2025Q4: 13,160 shares; 2026Q1: 14,591 shares 14,591 $1.81M 0.08% +1,431 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: 856 shares; 2024Q4: 1,732 shares; 2025Q1: 1,843 shares; 2025Q2: 1,872 shares; 2025Q3: 2,071 shares; 2025Q4: 2,123 shares; 2026Q1: 2,553 shares 2,553 $1.81M 0.08% +430 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: 4,802 shares; 2024Q4: 5,132 shares; 2025Q1: 4,842 shares; 2025Q2: 5,284 shares; 2025Q3: 19,735 shares; 2025Q4: 18,812 shares; 2026Q1: 18,218 shares 18,218 $1.79M 0.08% -594 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: 7,122 shares; 2024Q4: 7,148 shares; 2025Q1: 6,808 shares; 2025Q2: 7,563 shares; 2025Q3: 6,137 shares; 2025Q4: 5,802 shares; 2026Q1: 5,649 shares 5,649 $1.77M 0.08% -153 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: 4,259 shares; 2024Q4: 4,799 shares; 2025Q1: 4,934 shares; 2025Q2: 4,993 shares; 2025Q3: 5,233 shares; 2025Q4: 5,702 shares; 2026Q1: 6,020 shares 6,020 $1.77M 0.08% +318 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: not reported; 2024Q4: 11,699 shares; 2025Q1: 22,610 shares; 2025Q2: 40,036 shares; 2025Q3: 39,932 shares; 2025Q4: 39,595 shares; 2026Q1: 37,628 shares 37,628 $1.72M 0.08% -1,967 Timeline DWX 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: 26,149 shares; 2024Q4: 28,952 shares; 2025Q1: 28,815 shares; 2025Q2: 28,303 shares; 2025Q3: 30,068 shares; 2025Q4: 32,906 shares; 2026Q1: 37,230 shares 37,230 $1.7M 0.08% +4,324 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,196 shares; 2024Q4: 7,140 shares; 2025Q1: 5,148 shares; 2025Q2: 19,563 shares; 2025Q3: 19,715 shares; 2025Q4: 19,478 shares; 2026Q1: 21,500 shares 21,500 $1.69M 0.08% +2,022 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: 77,595 shares; 2024Q4: 77,595 shares; 2025Q1: 79,786 shares; 2025Q2: 78,459 shares; 2025Q3: 79,652 shares; 2025Q4: 85,740 shares; 2026Q1: 85,763 shares 85,763 $1.66M 0.07% +23 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,299 shares; 2024Q4: 22,595 shares; 2025Q1: 29,675 shares; 2025Q2: 21,221 shares; 2025Q3: 22,344 shares; 2025Q4: 21,262 shares; 2026Q1: 18,994 shares 18,994 $1.65M 0.07% -2,268 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: 12,301 shares; 2024Q4: 12,528 shares; 2025Q1: 9,347 shares; 2025Q2: 9,939 shares; 2025Q3: 10,517 shares; 2025Q4: 17,118 shares; 2026Q1: 19,591 shares 19,591 $1.61M 0.07% +2,473 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: 3,345 shares; 2024Q4: 3,892 shares; 2025Q1: 3,746 shares; 2025Q2: 4,647 shares; 2025Q3: 4,975 shares; 2025Q4: 5,274 shares; 2026Q1: 5,309 shares 5,309 $1.6M 0.07% +35 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: 752 shares; 2024Q4: 896 shares; 2025Q1: 815 shares; 2025Q2: 1,135 shares; 2025Q3: 1,414 shares; 2025Q4: 1,423 shares; 2026Q1: 1,590 shares 1,590 $1.58M 0.07% +167 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,332 shares; 2025Q1: 44,259 shares; 2025Q2: 44,768 shares; 2025Q3: 44,233 shares; 2025Q4: 42,144 shares; 2026Q1: 38,897 shares 38,897 $1.55M 0.07% -3,247 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,859 shares; 2024Q4: 5,800 shares; 2025Q1: 11,925 shares; 2025Q2: 10,425 shares; 2025Q3: 20,344 shares; 2025Q4: 23,124 shares; 2026Q1: 33,059 shares 33,059 $1.55M 0.07% +9,935 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: 30,908 shares; 2024Q4: 34,533 shares; 2025Q1: 27,389 shares; 2025Q2: 27,419 shares; 2025Q3: 27,417 shares; 2025Q4: 27,502 shares; 2026Q1: 29,303 shares 29,303 $1.53M 0.07% +1,801 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: 3,871 shares; 2024Q4: 4,069 shares; 2025Q1: 3,780 shares; 2025Q2: 4,316 shares; 2025Q3: 4,813 shares; 2025Q4: 4,832 shares; 2026Q1: 4,629 shares 4,629 $1.52M 0.07% -203 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: 5,049 shares; 2024Q4: 4,709 shares; 2025Q1: 2,541 shares; 2025Q2: 3,464 shares; 2025Q3: 2,644 shares; 2025Q4: 9,466 shares; 2026Q1: 10,948 shares 10,948 $1.45M 0.07% +1,482 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: 3,570 shares; 2024Q4: 3,640 shares; 2025Q1: 2,572 shares; 2025Q2: 2,911 shares; 2025Q3: 3,081 shares; 2025Q4: 4,562 shares; 2026Q1: 5,985 shares 5,985 $1.45M 0.07% +1,423 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: 11,083 shares; 2024Q4: 11,937 shares; 2025Q1: 10,205 shares; 2025Q2: 9,052 shares; 2025Q3: 8,842 shares; 2025Q4: 22,136 shares; 2026Q1: 23,556 shares 23,556 $1.44M 0.07% +1,420 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,818 shares; 2024Q4: 26,375 shares; 2025Q1: 25,178 shares; 2025Q2: 28,043 shares; 2025Q3: 30,687 shares; 2025Q4: 33,303 shares; 2026Q1: 36,432 shares 36,432 $1.43M 0.06% +3,129 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: 10,345 shares; 2024Q4: 9,744 shares; 2025Q1: 6,920 shares; 2025Q2: 8,459 shares; 2025Q3: 8,201 shares; 2025Q4: 8,421 shares; 2026Q1: 6,644 shares 6,644 $1.42M 0.06% -1,777 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: 7,446 shares; 2024Q4: 8,081 shares; 2025Q1: 7,458 shares; 2025Q2: 8,304 shares; 2025Q3: 8,587 shares; 2025Q4: 8,788 shares; 2026Q1: 8,834 shares 8,834 $1.41M 0.06% +46 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: 12,470 shares; 2024Q4: 14,700 shares; 2025Q1: 14,074 shares; 2025Q2: 14,917 shares; 2025Q3: 17,519 shares; 2025Q4: 17,352 shares; 2026Q1: 18,469 shares 18,469 $1.4M 0.06% +1,117 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,118 shares; 2024Q4: 21,930 shares; 2025Q1: 21,327 shares; 2025Q2: 23,734 shares; 2025Q3: 26,152 shares; 2025Q4: 29,913 shares; 2026Q1: 34,629 shares 34,629 $1.39M 0.06% +4,716 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: 3,672 shares; 2024Q4: 3,810 shares; 2025Q1: 3,803 shares; 2025Q2: 4,112 shares; 2025Q3: 4,698 shares; 2025Q4: 5,312 shares; 2026Q1: 6,718 shares 6,718 $1.39M 0.06% +1,406 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: 28,645 shares; 2024Q4: 29,476 shares; 2025Q1: 31,774 shares; 2025Q2: 31,493 shares; 2025Q3: 31,494 shares; 2025Q4: 34,338 shares; 2026Q1: 34,929 shares 34,929 $1.32M 0.06% +591 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: 5,009 shares; 2024Q4: 4,979 shares; 2025Q1: 4,270 shares; 2025Q2: 5,268 shares; 2025Q3: 6,032 shares; 2025Q4: 6,094 shares; 2026Q1: 6,097 shares 6,097 $1.31M 0.06% +3 Timeline QEFA 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: 10,488 shares; 2024Q4: 11,292 shares; 2025Q1: 12,431 shares; 2025Q2: 12,578 shares; 2025Q3: 12,573 shares; 2025Q4: 13,127 shares; 2026Q1: 13,798 shares 13,798 $1.29M 0.06% +671 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: 28,013 shares; 2024Q4: 32,609 shares; 2025Q1: 36,118 shares; 2025Q2: 45,221 shares; 2025Q3: 42,972 shares; 2025Q4: 42,613 shares; 2026Q1: 44,082 shares 44,082 $1.28M 0.06% +1,469 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: 10,288 shares; 2024Q4: 10,157 shares; 2025Q1: 8,626 shares; 2025Q2: 8,160 shares; 2025Q3: 5,061 shares; 2025Q4: 7,540 shares; 2026Q1: 8,636 shares 8,636 $1.27M 0.06% +1,096 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: 5,203 shares; 2024Q4: 5,562 shares; 2025Q1: 6,983 shares; 2025Q2: 8,033 shares; 2025Q3: 8,883 shares; 2025Q4: 8,492 shares; 2026Q1: 8,645 shares 8,645 $1.25M 0.06% +153 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: 3,407 shares; 2024Q4: 3,212 shares; 2025Q1: 3,454 shares; 2025Q2: 4,361 shares; 2025Q3: 5,316 shares; 2025Q4: 4,871 shares; 2026Q1: 6,121 shares 6,121 $1.25M 0.06% +1,250 Timeline HYMB 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: 100,349 shares; 2024Q4: 92,595 shares; 2025Q1: 50,121 shares; 2025Q2: 36,553 shares; 2025Q3: 39,234 shares; 2025Q4: 48,837 shares; 2026Q1: 49,828 shares 49,828 $1.24M 0.06% +991 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: 3,774 shares; 2024Q4: 3,901 shares; 2025Q1: 3,948 shares; 2025Q2: 8,424 shares; 2025Q3: 7,010 shares; 2025Q4: 7,003 shares; 2026Q1: 7,027 shares 7,027 $1.22M 0.05% +24 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: 24,401 shares; 2024Q4: 22,433 shares; 2025Q1: 15,095 shares; 2025Q2: 14,432 shares; 2025Q3: 12,495 shares; 2025Q4: 12,248 shares; 2026Q1: 11,296 shares 11,296 $1.2M 0.05% -952 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: 13,023 shares; 2024Q4: 15,336 shares; 2025Q1: 7,357 shares; 2025Q2: 7,838 shares; 2025Q3: 8,754 shares; 2025Q4: 10,080 shares; 2026Q1: 14,915 shares 14,915 $1.16M 0.05% +4,835 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: 8,059 shares; 2024Q4: 7,833 shares; 2025Q1: 7,346 shares; 2025Q2: 7,687 shares; 2025Q3: 7,560 shares; 2025Q4: 10,988 shares; 2026Q1: 12,784 shares 12,784 $1.13M 0.05% +1,796 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,611 shares; 2024Q4: 41,593 shares; 2025Q1: 38,039 shares; 2025Q2: 42,920 shares; 2025Q3: 49,414 shares; 2025Q4: 57,336 shares; 2026Q1: 65,109 shares 65,109 $1.12M 0.05% +7,773 Timeline HYZD 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: 64,374 shares; 2024Q4: 59,081 shares; 2025Q1: 54,140 shares; 2025Q2: 51,888 shares; 2025Q3: 50,282 shares; 2025Q4: 48,836 shares; 2026Q1: 49,408 shares 49,408 $1.09M 0.05% +572 Timeline MLN 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: 74,597 shares; 2024Q4: 74,318 shares; 2025Q1: 67,841 shares; 2025Q2: 61,391 shares; 2025Q3: 63,377 shares; 2025Q4: 63,686 shares; 2026Q1: 61,878 shares 61,878 $1.08M 0.05% -1,808 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: 2,542 shares; 2024Q4: 2,440 shares; 2025Q1: 2,040 shares; 2025Q2: 2,763 shares; 2025Q3: 3,302 shares; 2025Q4: 3,362 shares; 2026Q1: 3,653 shares 3,653 $1.04M 0.05% +291 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,386 shares; 2024Q4: 5,844 shares; 2025Q1: 3,118 shares; 2025Q2: 2,770 shares; 2025Q3: 3,000 shares; 2025Q4: 3,047 shares; 2026Q1: 3,149 shares 3,149 $1.03M 0.05% +102 Timeline IFLN 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: 65,085 shares; 2024Q4: 61,443 shares; 2025Q1: 58,592 shares; 2025Q2: 56,518 shares; 2025Q3: 56,027 shares; 2025Q4: 56,106 shares; 2026Q1: 57,284 shares 57,284 $1.03M 0.05% +1,178 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,160 shares; 2024Q4: 15,309 shares; 2025Q1: 18,178 shares; 2025Q2: 11,489 shares; 2025Q3: 13,937 shares; 2025Q4: 14,494 shares; 2026Q1: 14,544 shares 14,544 $1.01M 0.05% +50 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 2,919 shares; 2025Q4: 3,420 shares; 2026Q1: 4,634 shares 4,634 $990K 0.04% +1,214 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,047 shares; 2024Q4: 4,851 shares; 2025Q1: 5,593 shares; 2025Q2: 5,879 shares; 2025Q3: 5,988 shares; 2025Q4: 10,109 shares; 2026Q1: 10,168 shares 10,168 $972K 0.04% +59 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: 7,881 shares; 2024Q4: 8,267 shares; 2025Q1: 8,970 shares; 2025Q2: 7,068 shares; 2025Q3: 7,069 shares; 2025Q4: 20,416 shares; 2026Q1: 21,138 shares 21,138 $970K 0.04% +722 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,474 shares; 2025Q1: 1,292 shares; 2025Q2: 1,601 shares; 2025Q3: 1,851 shares; 2025Q4: 1,910 shares; 2026Q1: 1,916 shares 1,916 $957K 0.04% +6 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: 3,494 shares; 2024Q4: 3,129 shares; 2025Q1: 3,212 shares; 2025Q2: 3,033 shares; 2025Q3: 2,945 shares; 2025Q4: 4,141 shares; 2026Q1: 4,911 shares 4,911 $942K 0.04% +770 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: 12,511 shares; 2024Q4: 12,886 shares; 2025Q1: 12,832 shares; 2025Q2: 13,532 shares; 2025Q3: 14,502 shares; 2025Q4: 15,853 shares; 2026Q1: 32,694 shares 32,694 $939K 0.04% +16,841 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,280 shares; 2024Q4: 17,883 shares; 2025Q1: 12,917 shares; 2025Q2: 31,079 shares; 2025Q3: 31,068 shares; 2025Q4: 30,657 shares; 2026Q1: 29,927 shares 29,927 $938K 0.04% -730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,825 shares; 2025Q3: 8,583 shares; 2025Q4: 11,944 shares; 2026Q1: 12,103 shares 12,103 $933K 0.04% +159 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: 18,789 shares; 2024Q4: 19,642 shares; 2025Q1: 15,626 shares; 2025Q2: 15,840 shares; 2025Q3: 17,358 shares; 2025Q4: 17,352 shares; 2026Q1: 18,416 shares 18,416 $924K 0.04% +1,064 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,928 shares; 2026Q1: 14,196 shares 14,196 $912K 0.04% +4,268 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,178 shares; 2024Q4: 1,336 shares; 2025Q1: 1,432 shares; 2025Q2: 1,560 shares; 2025Q3: 1,483 shares; 2025Q4: 1,478 shares; 2026Q1: 1,488 shares 1,488 $899K 0.04% +10 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: 2,471 shares; 2024Q4: 2,474 shares; 2025Q1: 1,615 shares; 2025Q2: 3,418 shares; 2025Q3: 3,345 shares; 2025Q4: 3,847 shares; 2026Q1: 3,618 shares 3,618 $897K 0.04% -229 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,426 shares; 2024Q4: 7,769 shares; 2025Q1: 6,539 shares; 2025Q2: 6,650 shares; 2025Q3: 6,580 shares; 2025Q4: 6,939 shares; 2026Q1: 7,071 shares 7,071 $895K 0.04% +132 Timeline IWL 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: 2,762 shares; 2024Q4: 2,698 shares; 2025Q1: 4,952 shares; 2025Q2: 7,875 shares; 2025Q3: 7,349 shares; 2025Q4: 6,151 shares; 2026Q1: 5,566 shares 5,566 $893K 0.04% -585 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,253 shares 22,253 $892K 0.04% new 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: 1,906 shares; 2024Q4: 3,313 shares; 2025Q1: 6,807 shares; 2025Q2: 1,385 shares; 2025Q3: 1,383 shares; 2025Q4: 1,665 shares; 2026Q1: 2,043 shares 2,043 $879K 0.04% +378 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,972 shares; 2025Q1: 3,540 shares; 2025Q2: 3,579 shares; 2025Q3: 3,577 shares; 2025Q4: 4,108 shares; 2026Q1: 4,424 shares 4,424 $877K 0.04% +316 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: 8,504 shares; 2024Q4: 8,890 shares; 2025Q1: 7,707 shares; 2025Q2: 8,316 shares; 2025Q3: 8,402 shares; 2025Q4: 9,801 shares; 2026Q1: 12,343 shares 12,343 $866K 0.04% +2,542 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: 3,205 shares; 2024Q4: 3,144 shares; 2025Q1: 2,716 shares; 2025Q2: 2,841 shares; 2025Q3: 3,286 shares; 2025Q4: 7,112 shares; 2026Q1: 7,931 shares 7,931 $864K 0.04% +819 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,883 shares; 2024Q4: 2,466 shares; 2025Q1: 3,129 shares; 2025Q2: 2,843 shares; 2025Q3: 4,522 shares; 2025Q4: 4,705 shares; 2026Q1: 4,336 shares 4,336 $863K 0.04% -369 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,281 shares; 2024Q4: 11,813 shares; 2025Q1: 8,572 shares; 2025Q2: 8,370 shares; 2025Q3: 8,391 shares; 2025Q4: 8,707 shares; 2026Q1: 7,825 shares 7,825 $858K 0.04% -882 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,517 shares; 2025Q4: 2,027 shares; 2026Q1: 2,534 shares 2,534 $856K 0.04% +507 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: 2,176 shares; 2024Q4: 2,166 shares; 2025Q1: 2,319 shares; 2025Q2: 2,450 shares; 2025Q3: 2,655 shares; 2025Q4: 2,744 shares; 2026Q1: 2,751 shares 2,751 $855K 0.04% +7 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,776 shares 20,776 $846K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,511 shares; 2024Q4: 4,996 shares; 2025Q1: 4,909 shares; 2025Q2: 5,348 shares; 2025Q3: 4,076 shares; 2025Q4: 4,277 shares; 2026Q1: 4,340 shares 4,340 $837K 0.04% +63 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,248 shares; 2025Q1: 4,478 shares; 2025Q2: 4,594 shares; 2025Q3: 4,919 shares; 2025Q4: 4,586 shares; 2026Q1: 6,719 shares 6,719 $825K 0.04% +2,133 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 11,112 shares; 2025Q1: not reported; 2025Q2: 24,561 shares; 2025Q3: 24,561 shares; 2025Q4: 24,561 shares; 2026Q1: 24,561 shares 24,561 $820K 0.04% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 14,026 shares; 2025Q1: 16,250 shares; 2025Q2: 17,195 shares; 2025Q3: 17,332 shares; 2025Q4: 17,616 shares; 2026Q1: 17,915 shares 17,915 $815K 0.04% +299 Timeline EMHY 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: 6,678 shares; 2024Q4: 8,961 shares; 2025Q1: 9,513 shares; 2025Q2: 11,525 shares; 2025Q3: 13,645 shares; 2025Q4: 17,799 shares; 2026Q1: 20,601 shares 20,601 $811K 0.04% +2,802 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 284 shares; 2025Q4: 292 shares; 2026Q1: 905 shares 905 $810K 0.04% +613 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: 3,830 shares; 2024Q4: 3,473 shares; 2025Q1: 1,368 shares; 2025Q2: 1,518 shares; 2025Q3: 1,397 shares; 2025Q4: 1,803 shares; 2026Q1: 2,192 shares 2,192 $806K 0.04% +389 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 579 shares; 2025Q2: 711 shares; 2025Q3: 1,386 shares; 2025Q4: 1,449 shares; 2026Q1: 2,026 shares 2,026 $791K 0.04% +577 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,372 shares; 2025Q2: 11,671 shares; 2025Q3: 11,063 shares; 2025Q4: 12,610 shares; 2026Q1: 17,915 shares 17,915 $791K 0.04% +5,305 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 623 shares; 2025Q3: 855 shares; 2025Q4: 808 shares; 2026Q1: 886 shares 886 $773K 0.03% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 243 shares; 2025Q3: 286 shares; 2025Q4: 359 shares; 2026Q1: 519 shares 519 $764K 0.03% +160 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,791 shares; 2024Q4: 11,627 shares; 2025Q1: 9,709 shares; 2025Q2: 9,175 shares; 2025Q3: 10,617 shares; 2025Q4: 13,410 shares; 2026Q1: 12,521 shares 12,521 $746K 0.03% -889 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,825 shares; 2024Q4: 29,979 shares; 2025Q1: 21,148 shares; 2025Q2: 27,480 shares; 2025Q3: 27,054 shares; 2025Q4: 25,909 shares; 2026Q1: 24,431 shares 24,431 $741K 0.03% -1,478 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,973 shares; 2025Q1: 7,280 shares; 2025Q2: 7,591 shares; 2025Q3: 8,885 shares; 2025Q4: 15,684 shares; 2026Q1: 19,113 shares 19,113 $734K 0.03% +3,429 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS 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: 12,145 shares; 2026Q1: 36,551 shares 36,551 $723K 0.03% +24,406 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: 5,499 shares; 2024Q4: 5,764 shares; 2025Q1: 1,824 shares; 2025Q2: 1,695 shares; 2025Q3: 2,021 shares; 2025Q4: 3,612 shares; 2026Q1: 4,464 shares 4,464 $722K 0.03% +852 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: 11,836 shares; 2024Q4: 14,112 shares; 2025Q1: 11,573 shares; 2025Q2: 11,789 shares; 2025Q3: 12,661 shares; 2025Q4: 14,363 shares; 2026Q1: 14,724 shares 14,724 $718K 0.03% +361 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: 25,797 shares; 2024Q4: 24,515 shares; 2025Q1: 11,574 shares; 2025Q2: 10,843 shares; 2025Q3: 10,635 shares; 2025Q4: 10,865 shares; 2026Q1: 9,077 shares 9,077 $712K 0.03% -1,788 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,710 shares; 2026Q1: 25,331 shares 25,331 $708K 0.03% +7,621 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,408 shares; 2024Q4: 4,532 shares; 2025Q1: 4,088 shares; 2025Q2: 4,167 shares; 2025Q3: 3,908 shares; 2025Q4: 4,083 shares; 2026Q1: 4,126 shares 4,126 $698K 0.03% +43 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,574 shares; 2025Q3: 1,677 shares; 2025Q4: 1,920 shares; 2026Q1: 2,031 shares 2,031 $694K 0.03% +111 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: 4,080 shares; 2024Q4: 4,635 shares; 2025Q1: 4,722 shares; 2025Q2: 4,941 shares; 2025Q3: 3,363 shares; 2025Q4: 5,302 shares; 2026Q1: 4,774 shares 4,774 $693K 0.03% -528 Timeline SUSA 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: 4,805 shares; 2024Q4: 4,606 shares; 2025Q1: 5,059 shares; 2025Q2: 5,376 shares; 2025Q3: 5,246 shares; 2025Q4: 5,244 shares; 2026Q1: 5,220 shares 5,220 $690K 0.03% -24 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: 6,085 shares; 2024Q4: 6,185 shares; 2025Q1: 6,011 shares; 2025Q2: 6,285 shares; 2025Q3: 6,448 shares; 2025Q4: 6,671 shares; 2026Q1: 7,567 shares 7,567 $678K 0.03% +896 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: 96,744 shares; 2024Q4: 86,732 shares; 2025Q1: 73,621 shares; 2025Q2: 31,565 shares; 2025Q3: 29,944 shares; 2025Q4: 27,033 shares; 2026Q1: 26,195 shares 26,195 $671K 0.03% -838 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: 5,627 shares; 2024Q4: 6,223 shares; 2025Q1: 8,467 shares; 2025Q2: 8,217 shares; 2025Q3: 9,246 shares; 2025Q4: 9,155 shares; 2026Q1: 8,356 shares 8,356 $665K 0.03% -799 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 14,358 shares; 2025Q1: 14,358 shares; 2025Q2: 14,358 shares; 2025Q3: 15,555 shares; 2025Q4: 15,555 shares; 2026Q1: 15,555 shares 15,555 $665K 0.03% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,686 shares; 2025Q3: 9,686 shares; 2025Q4: 9,686 shares; 2026Q1: 9,686 shares 9,686 $663K 0.03% 0 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: 15,590 shares; 2024Q4: 29,783 shares; 2025Q1: 26,153 shares; 2025Q2: 27,592 shares; 2025Q3: 26,513 shares; 2025Q4: 26,361 shares; 2026Q1: 25,944 shares 25,944 $651K 0.03% -417 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: not reported; 2024Q4: 4,198 shares; 2025Q1: 4,283 shares; 2025Q2: 3,968 shares; 2025Q3: 4,181 shares; 2025Q4: 4,271 shares; 2026Q1: 4,884 shares 4,884 $645K 0.03% +613 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: 5,911 shares; 2024Q4: 5,594 shares; 2025Q1: 7,223 shares; 2025Q2: 6,636 shares; 2025Q3: 6,964 shares; 2025Q4: 7,692 shares; 2026Q1: 8,061 shares 8,061 $622K 0.03% +369 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: not reported; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,499 shares; 2025Q3: 1,691 shares; 2025Q4: 1,771 shares; 2026Q1: 1,488 shares 1,488 $620K 0.03% -283 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 5,586 shares; 2025Q1: 5,038 shares; 2025Q2: 4,667 shares; 2025Q3: 4,591 shares; 2025Q4: 5,272 shares; 2026Q1: 5,647 shares 5,647 $615K 0.03% +375 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: not reported; 2024Q4: not reported; 2025Q1: 5,780 shares; 2025Q2: 5,878 shares; 2025Q3: 7,134 shares; 2025Q4: 10,738 shares; 2026Q1: 12,452 shares 12,452 $615K 0.03% +1,714 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: 1,248 shares; 2024Q4: 1,478 shares; 2025Q1: 1,351 shares; 2025Q2: 1,413 shares; 2025Q3: 1,293 shares; 2025Q4: 1,640 shares; 2026Q1: 3,038 shares 3,038 $602K 0.03% +1,398 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,443 shares; 2025Q1: 1,675 shares; 2025Q2: 1,703 shares; 2025Q3: 1,779 shares; 2025Q4: 1,825 shares; 2026Q1: 1,824 shares 1,824 $597K 0.03% -1 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: 3,031 shares; 2024Q4: 3,051 shares; 2025Q1: 3,406 shares; 2025Q2: 3,316 shares; 2025Q3: 4,275 shares; 2025Q4: 4,887 shares; 2026Q1: 5,355 shares 5,355 $594K 0.03% +468 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: 21,533 shares; 2024Q4: 20,635 shares; 2025Q1: 12,968 shares; 2025Q2: 13,674 shares; 2025Q3: 14,520 shares; 2025Q4: 22,786 shares; 2026Q1: 20,933 shares 20,933 $588K 0.03% -1,853 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: not reported; 2024Q4: not reported; 2025Q1: 1,235 shares; 2025Q2: 1,309 shares; 2025Q3: 2,530 shares; 2025Q4: 3,286 shares; 2026Q1: 3,637 shares 3,637 $583K 0.03% +351 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: 9,313 shares; 2024Q4: 9,467 shares; 2025Q1: 9,982 shares; 2025Q2: 8,595 shares; 2025Q3: 6,342 shares; 2025Q4: 6,443 shares; 2026Q1: 7,910 shares 7,910 $582K 0.03% +1,467 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: 2,061 shares; 2024Q4: 2,314 shares; 2025Q1: 3,000 shares; 2025Q2: 2,866 shares; 2025Q3: 3,120 shares; 2025Q4: 3,378 shares; 2026Q1: 3,725 shares 3,725 $578K 0.03% +347 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,952 shares; 2025Q1: 5,069 shares; 2025Q2: 4,919 shares; 2025Q3: 5,465 shares; 2025Q4: 5,781 shares; 2026Q1: 6,215 shares 6,215 $577K 0.03% +434 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,710 shares; 2025Q1: 6,294 shares; 2025Q2: 7,375 shares; 2025Q3: 6,333 shares; 2025Q4: 6,032 shares; 2026Q1: 6,240 shares 6,240 $572K 0.03% +208 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,010 shares; 2025Q1: not reported; 2025Q2: 1,329 shares; 2025Q3: 710 shares; 2025Q4: 1,994 shares; 2026Q1: 3,255 shares 3,255 $568K 0.03% +1,261 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: 759 shares; 2024Q4: 980 shares; 2025Q1: 1,007 shares; 2025Q2: 1,135 shares; 2025Q3: 1,421 shares; 2025Q4: 1,708 shares; 2026Q1: 2,082 shares 2,082 $563K 0.03% +374 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,279 shares; 2024Q4: 2,279 shares; 2025Q1: 2,279 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,279 shares; 2026Q1: 2,278 shares 2,278 $563K 0.03% -1 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,868 shares; 2024Q4: 7,788 shares; 2025Q1: 8,955 shares; 2025Q2: 8,156 shares; 2025Q3: 7,824 shares; 2025Q4: 7,982 shares; 2026Q1: 8,623 shares 8,623 $562K 0.03% +641 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,217 shares; 2024Q4: 8,317 shares; 2025Q1: 8,317 shares; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 12,965 shares; 2026Q1: 12,965 shares 12,965 $559K 0.03% 0 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: 3,285 shares; 2024Q4: 3,450 shares; 2025Q1: 3,592 shares; 2025Q2: 3,325 shares; 2025Q3: 3,070 shares; 2025Q4: 3,673 shares; 2026Q1: 3,797 shares 3,797 $553K 0.02% +124 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 2,381 shares; 2026Q1: 4,048 shares 4,048 $545K 0.02% +1,667 Timeline ICVT 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: 4,666 shares; 2024Q4: 4,109 shares; 2025Q1: 4,035 shares; 2025Q2: 4,462 shares; 2025Q3: 4,303 shares; 2025Q4: 4,603 shares; 2026Q1: 5,343 shares 5,343 $544K 0.02% +740 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,106 shares; 2025Q4: 1,940 shares; 2026Q1: 2,623 shares 2,623 $541K 0.02% +683 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: 4,310 shares; 2024Q4: 4,359 shares; 2025Q1: 3,923 shares; 2025Q2: 3,621 shares; 2025Q3: 3,692 shares; 2025Q4: 3,693 shares; 2026Q1: 3,635 shares 3,635 $538K 0.02% -58 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,633 shares; 2025Q4: 2,993 shares; 2026Q1: 3,270 shares 3,270 $537K 0.02% +277 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,715 shares; 2024Q4: 5,025 shares; 2025Q1: 5,786 shares; 2025Q2: 6,131 shares; 2025Q3: 5,793 shares; 2025Q4: 5,836 shares; 2026Q1: 5,820 shares 5,820 $529K 0.02% -16 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: 423 shares; 2024Q4: 435 shares; 2025Q1: 618 shares; 2025Q2: 589 shares; 2025Q3: 514 shares; 2025Q4: 580 shares; 2026Q1: 624 shares 624 $528K 0.02% +44 Timeline SMLV 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: 2,828 shares; 2024Q4: 2,979 shares; 2025Q1: 2,831 shares; 2025Q2: 2,988 shares; 2025Q3: 3,157 shares; 2025Q4: 3,459 shares; 2026Q1: 3,850 shares 3,850 $528K 0.02% +391 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: 6,036 shares; 2024Q4: 6,036 shares; 2025Q1: not reported; 2025Q2: 5,511 shares; 2025Q3: 5,584 shares; 2025Q4: 5,579 shares; 2026Q1: 5,593 shares 5,593 $518K 0.02% +14 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,567 shares; 2026Q1: 9,729 shares 9,729 $518K 0.02% +3,162 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,776 shares; 2024Q4: 6,862 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,534 shares; 2026Q1: 10,211 shares 10,211 $514K 0.02% -323 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: 3,309 shares; 2024Q4: 3,708 shares; 2025Q1: 4,427 shares; 2025Q2: 4,297 shares; 2025Q3: 3,559 shares; 2025Q4: 4,041 shares; 2026Q1: 4,381 shares 4,381 $497K 0.02% +340 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: 4,104 shares; 2024Q4: 4,263 shares; 2025Q1: 4,653 shares; 2025Q2: 4,384 shares; 2025Q3: 4,686 shares; 2025Q4: 5,207 shares; 2026Q1: 5,131 shares 5,131 $495K 0.02% -76 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: 11,796 shares; 2024Q4: 11,074 shares; 2025Q1: 11,086 shares; 2025Q2: 11,064 shares; 2025Q3: 11,022 shares; 2025Q4: 11,205 shares; 2026Q1: 11,861 shares 11,861 $494K 0.02% +656 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: 8,697 shares; 2024Q4: 7,883 shares; 2025Q1: 9,383 shares; 2025Q2: 9,352 shares; 2025Q3: 10,131 shares; 2025Q4: 10,018 shares; 2026Q1: 10,774 shares 10,774 $492K 0.02% +756 Timeline ULST 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: not reported; 2024Q4: 6,560 shares; 2025Q1: 11,740 shares; 2025Q2: 13,658 shares; 2025Q3: 11,851 shares; 2025Q4: 11,413 shares; 2026Q1: 12,098 shares 12,098 $490K 0.02% +685 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,972 shares; 2025Q1: 5,395 shares; 2025Q2: 6,232 shares; 2025Q3: 5,434 shares; 2025Q4: 5,170 shares; 2026Q1: 5,287 shares 5,287 $488K 0.02% +117 Timeline PSK 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: 35,408 shares; 2024Q4: 32,365 shares; 2025Q1: 21,997 shares; 2025Q2: 20,111 shares; 2025Q3: 16,941 shares; 2025Q4: 16,314 shares; 2026Q1: 15,567 shares 15,567 $480K 0.02% -747 Timeline HYD 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: 19,761 shares; 2024Q4: 17,410 shares; 2025Q1: 11,729 shares; 2025Q2: 11,524 shares; 2025Q3: 10,641 shares; 2025Q4: 9,799 shares; 2026Q1: 9,568 shares 9,568 $480K 0.02% -231 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,255 shares; 2025Q1: 1,940 shares; 2025Q2: 1,857 shares; 2025Q3: 1,254 shares; 2025Q4: 960 shares; 2026Q1: 1,204 shares 1,204 $479K 0.02% +244 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: not reported; 2024Q4: 882 shares; 2025Q1: 891 shares; 2025Q2: 923 shares; 2025Q3: 1,190 shares; 2025Q4: 1,205 shares; 2026Q1: 1,334 shares 1,334 $477K 0.02% +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: 8,503 shares; 2024Q4: 8,635 shares; 2025Q1: 9,055 shares; 2025Q2: 8,869 shares; 2025Q3: 9,456 shares; 2025Q4: 9,690 shares; 2026Q1: 9,013 shares 9,013 $469K 0.02% -677 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,625 shares; 2024Q4: 4,740 shares; 2025Q1: 3,968 shares; 2025Q2: 3,997 shares; 2025Q3: 3,917 shares; 2025Q4: 4,225 shares; 2026Q1: 4,293 shares 4,293 $464K 0.02% +68 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: 48 shares; 2024Q4: 57 shares; 2025Q1: 58 shares; 2025Q2: 56 shares; 2025Q3: 93 shares; 2025Q4: 108 shares; 2026Q1: 109 shares 109 $460K 0.02% +1 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,248 shares; 2025Q1: 6,248 shares; 2025Q2: 6,248 shares; 2025Q3: 6,248 shares; 2025Q4: 11,316 shares; 2026Q1: 11,220 shares 11,220 $458K 0.02% -96 Timeline RSPN 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: 7,910 shares; 2024Q4: 7,910 shares; 2025Q1: 7,910 shares; 2025Q2: 7,905 shares; 2025Q3: 7,905 shares; 2025Q4: 7,905 shares; 2026Q1: 7,905 shares 7,905 $455K 0.02% 0 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: 4,652 shares; 2024Q4: 4,668 shares; 2025Q1: 4,642 shares; 2025Q2: 4,729 shares; 2025Q3: 4,732 shares; 2025Q4: 4,607 shares; 2026Q1: 4,835 shares 4,835 $450K 0.02% +228 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,193 shares; 2025Q1: 7,545 shares; 2025Q2: 8,796 shares; 2025Q3: 7,529 shares; 2025Q4: 7,201 shares; 2026Q1: 7,675 shares 7,675 $449K 0.02% +474 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,406 shares; 2026Q1: 1,648 shares 1,648 $446K 0.02% +242 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,495 shares; 2024Q4: 8,495 shares; 2025Q1: 8,495 shares; 2025Q2: 11,026 shares; 2025Q3: 11,026 shares; 2025Q4: 11,026 shares; 2026Q1: 11,026 shares 11,026 $440K 0.02% 0 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: 1,121 shares; 2024Q4: 1,139 shares; 2025Q1: 948 shares; 2025Q2: 942 shares; 2025Q3: 942 shares; 2025Q4: 1,505 shares; 2026Q1: 1,233 shares 1,233 $440K 0.02% -272 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,080 shares; 2024Q4: 1,094 shares; 2025Q1: 1,105 shares; 2025Q2: 1,264 shares; 2025Q3: 1,276 shares; 2025Q4: 1,307 shares; 2026Q1: 1,401 shares 1,401 $438K 0.02% +94 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: 2,027 shares; 2024Q4: 3,382 shares; 2025Q1: 4,743 shares; 2025Q2: 5,624 shares; 2025Q3: 3,859 shares; 2025Q4: 3,528 shares; 2026Q1: 2,627 shares 2,627 $434K 0.02% -901 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: 1,418 shares; 2024Q4: 1,438 shares; 2025Q1: 1,482 shares; 2025Q2: 1,562 shares; 2025Q3: 1,661 shares; 2025Q4: 1,785 shares; 2026Q1: 1,877 shares 1,877 $431K 0.02% +92 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: 498 shares; 2024Q4: 566 shares; 2025Q1: 618 shares; 2025Q2: 852 shares; 2025Q3: 1,063 shares; 2025Q4: 1,409 shares; 2026Q1: 1,772 shares 1,772 $431K 0.02% +363 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: 808 shares; 2024Q4: 856 shares; 2025Q1: 865 shares; 2025Q2: 1,394 shares; 2025Q3: 1,173 shares; 2025Q4: 1,182 shares; 2026Q1: 1,222 shares 1,222 $430K 0.02% +40 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,359 shares; 2024Q4: 13,877 shares; 2025Q1: 13,877 shares; 2025Q2: 13,877 shares; 2025Q3: 12,730 shares; 2025Q4: 12,730 shares; 2026Q1: 9,900 shares 9,900 $426K 0.02% -2,830 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,590 shares; 2024Q4: 9,487 shares; 2025Q1: 7,274 shares; 2025Q2: 7,091 shares; 2025Q3: not reported; 2025Q4: 11,889 shares; 2026Q1: 14,818 shares 14,818 $425K 0.02% +2,929 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: 2,602 shares; 2024Q4: 2,601 shares; 2025Q1: 2,564 shares; 2025Q2: 2,602 shares; 2025Q3: 2,574 shares; 2025Q4: 2,595 shares; 2026Q1: 2,693 shares 2,693 $424K 0.02% +98 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,937 shares; 2025Q2: 3,927 shares; 2025Q3: 3,928 shares; 2025Q4: 3,929 shares; 2026Q1: 3,982 shares 3,982 $422K 0.02% +53 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: 2,518 shares; 2024Q4: 2,655 shares; 2025Q1: 2,537 shares; 2025Q2: 2,741 shares; 2025Q3: 2,962 shares; 2025Q4: 2,997 shares; 2026Q1: 4,028 shares 4,028 $412K 0.02% +1,031 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: 1,900 shares; 2024Q4: 2,170 shares; 2025Q1: 2,243 shares; 2025Q2: 3,088 shares; 2025Q3: 2,323 shares; 2025Q4: 2,770 shares; 2026Q1: 3,189 shares 3,189 $411K 0.02% +419 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 1,816 shares; 2025Q3: 1,860 shares; 2025Q4: 2,068 shares; 2026Q1: 2,240 shares 2,240 $408K 0.02% +172 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: 1,794 shares; 2024Q4: 2,036 shares; 2025Q1: 1,802 shares; 2025Q2: 1,892 shares; 2025Q3: 2,021 shares; 2025Q4: 2,021 shares; 2026Q1: 1,994 shares 1,994 $405K 0.02% -27 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: 1,457 shares; 2024Q4: 1,534 shares; 2025Q1: 1,682 shares; 2025Q2: 1,648 shares; 2025Q3: 1,533 shares; 2025Q4: 1,652 shares; 2026Q1: 1,715 shares 1,715 $405K 0.02% +63 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: 7,020 shares; 2024Q4: 7,393 shares; 2025Q1: 6,918 shares; 2025Q2: 6,882 shares; 2025Q3: 7,038 shares; 2025Q4: 7,788 shares; 2026Q1: 7,146 shares 7,146 $405K 0.02% -642 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 570 shares; 2025Q4: 919 shares; 2026Q1: 928 shares 928 $403K 0.02% +9 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,109 shares; 2024Q4: 4,981 shares; 2025Q1: 2,147 shares; 2025Q2: 1,977 shares; 2025Q3: 1,972 shares; 2025Q4: 1,868 shares; 2026Q1: 1,703 shares 1,703 $402K 0.02% -165 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,131 shares; 2025Q3: 5,025 shares; 2025Q4: 8,894 shares; 2026Q1: 8,845 shares 8,845 $402K 0.02% -49 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,878 shares; 2024Q4: 2,877 shares; 2025Q1: 2,883 shares; 2025Q2: 2,880 shares; 2025Q3: 2,885 shares; 2025Q4: 2,879 shares; 2026Q1: 2,883 shares 2,883 $401K 0.02% +4 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,313 shares; 2025Q1: not reported; 2025Q2: 5,313 shares; 2025Q3: 7,008 shares; 2025Q4: 9,314 shares; 2026Q1: 9,405 shares 9,405 $400K 0.02% +91 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 966 shares; 2025Q4: 1,069 shares; 2026Q1: 1,180 shares 1,180 $399K 0.02% +111 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: not reported; 2024Q4: 713 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 976 shares; 2025Q4: 1,063 shares; 2026Q1: 1,118 shares 1,118 $398K 0.02% +55 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,246 shares; 2026Q1: 1,882 shares 1,882 $395K 0.02% -364 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,209 shares; 2024Q4: 78,144 shares; 2025Q1: 93,076 shares; 2025Q2: 114,427 shares; 2025Q3: 138,153 shares; 2025Q4: 89,768 shares; 2026Q1: 77,218 shares 77,218 $394K 0.02% -12,550 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 2,520 shares; 2025Q4: 2,748 shares; 2026Q1: 2,862 shares 2,862 $389K 0.02% +114 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 431 shares; 2025Q3: 540 shares; 2025Q4: 490 shares; 2026Q1: 783 shares 783 $388K 0.02% +293 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: not reported; 2024Q4: 1,691 shares; 2025Q1: not reported; 2025Q2: 1,707 shares; 2025Q3: 1,926 shares; 2025Q4: 2,122 shares; 2026Q1: 2,309 shares 2,309 $380K 0.02% +187 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,371 shares; 2024Q4: 9,918 shares; 2025Q1: 9,376 shares; 2025Q2: 8,890 shares; 2025Q3: 9,254 shares; 2025Q4: 10,401 shares; 2026Q1: 10,449 shares 10,449 $380K 0.02% +48 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,875 shares 3,875 $378K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,803 shares 3,803 $377K 0.02% new 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: 458 shares; 2024Q4: 728 shares; 2025Q1: 670 shares; 2025Q2: 738 shares; 2025Q3: 482 shares; 2025Q4: 602 shares; 2026Q1: 817 shares 817 $376K 0.02% +215 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: not reported; 2024Q4: 373 shares; 2025Q1: 373 shares; 2025Q2: 341 shares; 2025Q3: 380 shares; 2025Q4: 2,203 shares; 2026Q1: 3,569 shares 3,569 $373K 0.02% +1,366 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: 976 shares; 2024Q4: 1,046 shares; 2025Q1: not reported; 2025Q2: 1,125 shares; 2025Q3: 1,166 shares; 2025Q4: 1,228 shares; 2026Q1: 1,172 shares 1,172 $373K 0.02% -56 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: 3,857 shares; 2024Q4: not reported; 2025Q1: 3,941 shares; 2025Q2: 6,439 shares; 2025Q3: 5,561 shares; 2025Q4: 5,429 shares; 2026Q1: 5,506 shares 5,506 $372K 0.02% +77 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,850 shares; 2025Q4: 1,830 shares; 2026Q1: 1,830 shares 1,830 $371K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,196 shares; 2025Q4: 3,200 shares; 2026Q1: 3,429 shares 3,429 $371K 0.02% +229 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,562 shares; 2025Q3: 18,656 shares; 2025Q4: 17,774 shares; 2026Q1: 16,748 shares 16,748 $369K 0.02% -1,026 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,155 shares; 2025Q1: not reported; 2025Q2: 4,196 shares; 2025Q3: 4,111 shares; 2025Q4: 4,375 shares; 2026Q1: 4,948 shares 4,948 $369K 0.02% +573 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,611 shares; 2024Q4: 2,939 shares; 2025Q1: 2,558 shares; 2025Q2: 2,916 shares; 2025Q3: 3,305 shares; 2025Q4: 3,393 shares; 2026Q1: 3,247 shares 3,247 $368K 0.02% -146 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,404 shares; 2026Q1: 5,303 shares 5,303 $367K 0.02% +899 Timeline RSPH 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: 70,155 shares; 2024Q4: 63,403 shares; 2025Q1: 59,955 shares; 2025Q2: 57,520 shares; 2025Q3: 13,297 shares; 2025Q4: 12,254 shares; 2026Q1: 12,088 shares 12,088 $365K 0.02% -166 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,194 shares; 2025Q2: 2,196 shares; 2025Q3: 2,198 shares; 2025Q4: 2,274 shares; 2026Q1: 2,135 shares 2,135 $361K 0.02% -139 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 849 shares; 2025Q3: 1,186 shares; 2025Q4: 1,218 shares; 2026Q1: 1,286 shares 1,286 $359K 0.02% +68 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: not reported; 2024Q4: 1,619 shares; 2025Q1: 1,038 shares; 2025Q2: 1,020 shares; 2025Q3: 911 shares; 2025Q4: 797 shares; 2026Q1: 877 shares 877 $358K 0.02% +80 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: 2,862 shares; 2025Q1: 3,304 shares; 2025Q2: 3,128 shares; 2025Q3: 3,280 shares; 2025Q4: 3,789 shares; 2026Q1: 3,801 shares 3,801 $357K 0.02% +12 Timeline REZ 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: 3,445 shares; 2024Q4: 3,586 shares; 2025Q1: 2,943 shares; 2025Q2: 2,933 shares; 2025Q3: 2,865 shares; 2025Q4: 3,525 shares; 2026Q1: 4,255 shares 4,255 $354K 0.02% +730 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: 4,425 shares; 2024Q4: 4,572 shares; 2025Q1: 2,403 shares; 2025Q2: 2,780 shares; 2025Q3: 2,987 shares; 2025Q4: 3,404 shares; 2026Q1: 3,444 shares 3,444 $354K 0.02% +40 Timeline RPG 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: 7,628 shares; 2024Q4: 7,628 shares; 2025Q1: 7,629 shares; 2025Q2: 7,604 shares; 2025Q3: 7,604 shares; 2025Q4: 7,584 shares; 2026Q1: 7,523 shares 7,523 $352K 0.02% -61 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,584 shares; 2025Q4: not reported; 2026Q1: 1,399 shares 1,399 $350K 0.02% new 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: 6,337 shares; 2024Q4: 5,765 shares; 2025Q1: 5,642 shares; 2025Q2: 6,037 shares; 2025Q3: 7,059 shares; 2025Q4: 8,489 shares; 2026Q1: 6,664 shares 6,664 $350K 0.02% -1,825 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: 231 shares; 2025Q1: 222 shares; 2025Q2: 250 shares; 2025Q3: 291 shares; 2025Q4: 348 shares; 2026Q1: 364 shares 364 $350K 0.02% +16 Timeline IUSV 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: 2,285 shares; 2024Q4: 2,315 shares; 2025Q1: 2,168 shares; 2025Q2: 2,149 shares; 2025Q3: 3,357 shares; 2025Q4: 3,437 shares; 2026Q1: 3,415 shares 3,415 $349K 0.02% -22 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,923 shares; 2025Q1: 12,423 shares; 2025Q2: 8,588 shares; 2025Q3: 8,586 shares; 2025Q4: 8,566 shares; 2026Q1: 8,543 shares 8,543 $349K 0.02% -23 Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,460 shares; 2026Q1: 5,775 shares 5,775 $346K 0.02% +2,315 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,337 shares; 2025Q1: 3,695 shares; 2025Q2: 4,824 shares; 2025Q3: 4,166 shares; 2025Q4: 4,740 shares; 2026Q1: 5,238 shares 5,238 $346K 0.02% +498 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,588 shares; 2025Q1: 1,690 shares; 2025Q2: 1,808 shares; 2025Q3: 1,796 shares; 2025Q4: 1,838 shares; 2026Q1: 2,188 shares 2,188 $344K 0.02% +350 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: not reported; 2024Q4: not reported; 2025Q1: 34,585 shares; 2025Q2: 39,296 shares; 2025Q3: 37,644 shares; 2025Q4: 55,023 shares; 2026Q1: 9,697 shares 9,697 $344K 0.02% -45,326 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,464 shares; 2024Q4: 1,434 shares; 2025Q1: 1,399 shares; 2025Q2: 1,254 shares; 2025Q3: 1,310 shares; 2025Q4: 1,158 shares; 2026Q1: 1,283 shares 1,283 $342K 0.02% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,484 shares; 2025Q3: 1,506 shares; 2025Q4: 1,465 shares; 2026Q1: 1,868 shares 1,868 $341K 0.02% +403 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,401 shares; 2025Q1: 2,545 shares; 2025Q2: 2,443 shares; 2025Q3: 2,707 shares; 2025Q4: 2,664 shares; 2026Q1: 2,967 shares 2,967 $336K 0.02% +303 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 2,961 shares; 2025Q1: 2,737 shares; 2025Q2: 2,765 shares; 2025Q3: 2,620 shares; 2025Q4: 2,552 shares; 2026Q1: 2,754 shares 2,754 $331K 0.01% +202 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: 784 shares; 2024Q4: 921 shares; 2025Q1: 748 shares; 2025Q2: 1,466 shares; 2025Q3: 1,609 shares; 2025Q4: 1,743 shares; 2026Q1: 1,767 shares 1,767 $330K 0.01% +24 Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,566 shares; 2025Q3: 9,321 shares; 2025Q4: 10,661 shares; 2026Q1: 11,983 shares 11,983 $329K 0.01% +1,322 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: 8,437 shares; 2024Q4: 8,437 shares; 2025Q1: 8,437 shares; 2025Q2: 8,437 shares; 2025Q3: 8,437 shares; 2025Q4: 8,437 shares; 2026Q1: 8,437 shares 8,437 $328K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,972 shares; 2025Q4: 5,121 shares; 2026Q1: 7,120 shares 7,120 $327K 0.01% +1,999 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,516 shares; 2024Q4: 2,612 shares; 2025Q1: 2,684 shares; 2025Q2: 2,536 shares; 2025Q3: not reported; 2025Q4: 2,807 shares; 2026Q1: 3,548 shares 3,548 $321K 0.01% +741 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: 4,892 shares; 2024Q4: 3,704 shares; 2025Q1: 3,680 shares; 2025Q2: 3,191 shares; 2025Q3: 3,379 shares; 2025Q4: 3,022 shares; 2026Q1: 2,906 shares 2,906 $321K 0.01% -116 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 2,414 shares; 2025Q1: 1,686 shares; 2025Q2: 1,760 shares; 2025Q3: 1,768 shares; 2025Q4: 1,773 shares; 2026Q1: 1,772 shares 1,772 $319K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,384 shares; 2025Q3: 3,055 shares; 2025Q4: 3,395 shares; 2026Q1: 3,387 shares 3,387 $318K 0.01% -8 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,861 shares; 2025Q1: 4,326 shares; 2025Q2: 4,404 shares; 2025Q3: 4,681 shares; 2025Q4: 5,076 shares; 2026Q1: 5,373 shares 5,373 $317K 0.01% +297 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,541 shares; 2024Q4: 10,026 shares; 2025Q1: 8,027 shares; 2025Q2: 7,345 shares; 2025Q3: 8,415 shares; 2025Q4: 8,021 shares; 2026Q1: 7,495 shares 7,495 $317K 0.01% -526 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: 4,137 shares; 2024Q4: 4,044 shares; 2025Q1: 3,702 shares; 2025Q2: 3,459 shares; 2025Q3: 3,585 shares; 2025Q4: 3,443 shares; 2026Q1: 3,839 shares 3,839 $313K 0.01% +396 Timeline MAYT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 8,450 shares; 2025Q3: 8,450 shares; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares 8,450 $313K 0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,296 shares; 2025Q3: 2,330 shares; 2025Q4: 2,280 shares; 2026Q1: 2,466 shares 2,466 $312K 0.01% +186 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,415 shares; 2025Q1: 1,266 shares; 2025Q2: 1,187 shares; 2025Q3: 1,300 shares; 2025Q4: 1,345 shares; 2026Q1: 1,605 shares 1,605 $312K 0.01% +260 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 865 shares 865 $310K 0.01% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,493 shares; 2026Q1: 4,005 shares 4,005 $307K 0.01% +512 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: 330 shares; 2024Q4: 353 shares; 2025Q1: not reported; 2025Q2: 345 shares; 2025Q3: 492 shares; 2025Q4: 584 shares; 2026Q1: 707 shares 707 $306K 0.01% +123 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: 1,624 shares; 2024Q4: 1,687 shares; 2025Q1: 1,762 shares; 2025Q2: 2,347 shares; 2025Q3: 2,515 shares; 2025Q4: 2,622 shares; 2026Q1: 2,652 shares 2,652 $305K 0.01% +30 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,697 shares; 2026Q1: 6,101 shares 6,101 $305K 0.01% +1,404 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,611 shares; 2025Q2: 3,831 shares; 2025Q3: 4,298 shares; 2025Q4: 4,499 shares; 2026Q1: 4,934 shares 4,934 $302K 0.01% +435 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,896 shares 2,896 $300K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 275 shares 275 $300K 0.01% +14 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,690 shares; 2025Q3: 3,299 shares; 2025Q4: 3,241 shares; 2026Q1: 3,585 shares 3,585 $300K 0.01% +344 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: 2,996 shares; 2024Q4: 2,795 shares; 2025Q1: 3,064 shares; 2025Q2: 3,304 shares; 2025Q3: 3,157 shares; 2025Q4: 3,159 shares; 2026Q1: 3,383 shares 3,383 $300K 0.01% +224 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,992 shares; 2025Q3: 4,708 shares; 2025Q4: 4,686 shares; 2026Q1: 4,889 shares 4,889 $295K 0.01% +203 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,403 shares; 2026Q1: 8,801 shares 8,801 $295K 0.01% +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: 5,215 shares; 2024Q4: 9,641 shares; 2025Q1: 5,538 shares; 2025Q2: 5,601 shares; 2025Q3: 5,973 shares; 2025Q4: 5,890 shares; 2026Q1: 4,853 shares 4,853 $294K 0.01% -1,037 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,865 shares; 2024Q4: 5,982 shares; 2025Q1: 5,694 shares; 2025Q2: 5,312 shares; 2025Q3: 5,482 shares; 2025Q4: 5,301 shares; 2026Q1: 5,876 shares 5,876 $292K 0.01% +575 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,157 shares; 2025Q1: 1,116 shares; 2025Q2: 965 shares; 2025Q3: 1,041 shares; 2025Q4: 1,108 shares; 2026Q1: 1,054 shares 1,054 $290K 0.01% -54 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 898 shares; 2025Q4: 1,098 shares; 2026Q1: 1,192 shares 1,192 $289K 0.01% +94 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,691 shares; 2025Q4: 9,555 shares; 2026Q1: 12,142 shares 12,142 $289K 0.01% +2,587 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,893 shares; 2025Q2: not reported; 2025Q3: 4,128 shares; 2025Q4: 4,786 shares; 2026Q1: 3,479 shares 3,479 $288K 0.01% -1,307 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: 432 shares; 2024Q4: 448 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares; 2026Q1: 584 shares 584 $287K 0.01% +123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 289 shares 289 $283K 0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,972 shares 3,972 $280K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,134 shares; 2025Q4: 2,153 shares; 2026Q1: 2,359 shares 2,359 $280K 0.01% +206 Timeline SHYD 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: 34,266 shares; 2024Q4: 31,428 shares; 2025Q1: 14,000 shares; 2025Q2: 12,657 shares; 2025Q3: 12,168 shares; 2025Q4: 11,994 shares; 2026Q1: 12,257 shares 12,257 $278K 0.01% +263 Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,179 shares 3,179 $273K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,832 shares; 2025Q4: 3,603 shares; 2026Q1: 3,797 shares 3,797 $273K 0.01% +194 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: 5,897 shares; 2024Q4: 7,714 shares; 2025Q1: 8,251 shares; 2025Q2: 5,194 shares; 2025Q3: 4,843 shares; 2025Q4: 3,840 shares; 2026Q1: 4,907 shares 4,907 $272K 0.01% +1,067 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,357 shares 1,357 $268K 0.01% new Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,448 shares; 2025Q2: 6,992 shares; 2025Q3: 6,914 shares; 2025Q4: 6,891 shares; 2026Q1: 6,896 shares 6,896 $267K 0.01% +5 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,354 shares; 2024Q4: 1,475 shares; 2025Q1: 1,198 shares; 2025Q2: 1,303 shares; 2025Q3: 937 shares; 2025Q4: 934 shares; 2026Q1: 981 shares 981 $267K 0.01% +47 Timeline HYS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,931 shares; 2025Q4: 3,051 shares; 2026Q1: 2,853 shares 2,853 $266K 0.01% -198 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: 766 shares; 2024Q4: 822 shares; 2025Q1: 628 shares; 2025Q2: 663 shares; 2025Q3: 761 shares; 2025Q4: 769 shares; 2026Q1: 796 shares 796 $261K 0.01% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,156 shares; 2025Q3: 2,231 shares; 2025Q4: 2,219 shares; 2026Q1: 2,376 shares 2,376 $261K 0.01% +157 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 791 shares; 2025Q3: 818 shares; 2025Q4: 881 shares; 2026Q1: 880 shares 880 $257K 0.01% -1 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,227 shares 2,227 $255K 0.01% new 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: 3,233 shares; 2024Q4: 3,483 shares; 2025Q1: 3,688 shares; 2025Q2: 4,376 shares; 2025Q3: 5,011 shares; 2025Q4: 4,396 shares; 2026Q1: 4,408 shares 4,408 $254K 0.01% +12 Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,088 shares 4,088 $253K 0.01% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,054 shares; 2025Q3: 1,017 shares; 2025Q4: 1,043 shares; 2026Q1: 1,061 shares 1,061 $252K 0.01% +18 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,148 shares 5,148 $249K 0.01% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,769 shares; 2025Q4: 5,769 shares; 2026Q1: 5,769 shares 5,769 $248K 0.01% 0 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: 1,945 shares; 2024Q4: 1,915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,735 shares 1,735 $247K 0.01% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 1,005 shares; 2026Q1: 1,188 shares 1,188 $246K 0.01% +183 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 930 shares; 2025Q3: 1,132 shares; 2025Q4: 1,091 shares; 2026Q1: 1,230 shares 1,230 $244K 0.01% +139 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS 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: 12,885 shares; 2026Q1: 17,108 shares 17,108 $244K 0.01% +4,223 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,829 shares; 2025Q1: 5,723 shares; 2025Q2: 6,095 shares; 2025Q3: 5,620 shares; 2025Q4: 5,484 shares; 2026Q1: 5,405 shares 5,405 $244K 0.01% -79 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,191 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,303 shares; 2026Q1: 3,744 shares 3,744 $240K 0.01% -559 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 708 shares; 2026Q1: 835 shares 835 $240K 0.01% +127 Timeline FTXG FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,794 shares 10,794 $239K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 376 shares; 2025Q4: 412 shares; 2026Q1: 422 shares 422 $237K 0.01% +10 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,857 shares 2,857 $237K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,528 shares; 2025Q2: 2,173 shares; 2025Q3: 2,539 shares; 2025Q4: not reported; 2026Q1: 2,432 shares 2,432 $235K 0.01% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,066 shares; 2024Q4: 3,108 shares; 2025Q1: 2,955 shares; 2025Q2: 2,931 shares; 2025Q3: 2,748 shares; 2025Q4: 2,862 shares; 2026Q1: 3,110 shares 3,110 $234K 0.01% +248 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: not reported; 2024Q4: 1,209 shares; 2025Q1: 1,280 shares; 2025Q2: 1,302 shares; 2025Q3: 1,725 shares; 2025Q4: 1,837 shares; 2026Q1: 1,860 shares 1,860 $232K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares 336 $229K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,284 shares; 2025Q2: 3,119 shares; 2025Q3: 3,128 shares; 2025Q4: 2,451 shares; 2026Q1: 2,458 shares 2,458 $228K 0.01% +7 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 707 shares; 2025Q3: 741 shares; 2025Q4: not reported; 2026Q1: 913 shares 913 $227K 0.01% new 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: 11,001 shares; 2024Q4: 12,425 shares; 2025Q1: 10,713 shares; 2025Q2: 10,148 shares; 2025Q3: 9,812 shares; 2025Q4: 9,625 shares; 2026Q1: 9,143 shares 9,143 $226K 0.01% -482 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 400 shares 400 $225K 0.01% new Timeline FLHY 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: not reported; 2025Q2: 9,541 shares; 2025Q3: 8,998 shares; 2025Q4: 9,813 shares; 2026Q1: 9,304 shares 9,304 $225K 0.01% -509 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: 2,385 shares; 2024Q4: 2,664 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 2,126 shares; 2026Q1: 2,282 shares 2,282 $222K 0.01% +156 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,554 shares; 2026Q1: 1,671 shares 1,671 $219K 0.01% +117 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,904 shares; 2025Q3: 5,797 shares; 2025Q4: 5,156 shares; 2026Q1: 4,884 shares 4,884 $219K 0.01% -272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 429 shares; 2026Q1: 404 shares 404 $217K 0.01% -25 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,461 shares; 2025Q3: 5,461 shares; 2025Q4: 5,461 shares; 2026Q1: 5,461 shares 5,461 $217K 0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 611 shares; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 598 shares; 2025Q4: 586 shares; 2026Q1: 572 shares 572 $216K 0.01% -14 Timeline SSRM SSR MINING IN More: the full row for SSR MINING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,925 shares; 2025Q4: not reported; 2026Q1: 7,313 shares 7,313 $215K 0.01% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,341 shares; 2026Q1: 9,580 shares 9,580 $213K 0.01% +239 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: not reported; 2024Q4: 6,142 shares; 2025Q1: 5,806 shares; 2025Q2: 6,209 shares; 2025Q3: 2,506 shares; 2025Q4: 2,764 shares; 2026Q1: 2,946 shares 2,946 $212K 0.01% +182 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,888 shares 2,888 $210K 0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,144 shares 1,144 $206K 0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,650 shares; 2024Q4: 6,402 shares; 2025Q1: 3,114 shares; 2025Q2: 3,273 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,614 shares 1,614 $206K 0.01% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares 2,193 $206K 0.01% new Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,750 shares; 2025Q3: 4,567 shares; 2025Q4: 4,566 shares; 2026Q1: 4,990 shares 4,990 $205K 0.01% +424 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: 2,852 shares; 2024Q4: 3,715 shares; 2025Q1: 4,080 shares; 2025Q2: 4,523 shares; 2025Q3: 4,907 shares; 2025Q4: 6,943 shares; 2026Q1: 3,838 shares 3,838 $203K 0.01% -3,105 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587 shares 587 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 683 shares 683 $203K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 12,931 shares; 2025Q2: 10,705 shares; 2025Q3: 12,654 shares; 2025Q4: 17,689 shares; 2026Q1: 17,507 shares 17,507 $202K 0.01% -182 Timeline SPIP 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: 18,647 shares; 2024Q4: 13,388 shares; 2025Q1: 10,652 shares; 2025Q2: 9,221 shares; 2025Q3: 8,881 shares; 2025Q4: 8,478 shares; 2026Q1: 7,757 shares 7,757 $202K 0.01% -721 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,660 shares 1,660 $201K 0.01% new 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: not reported; 2024Q4: 951 shares; 2025Q1: 881 shares; 2025Q2: 946 shares; 2025Q3: 1,063 shares; 2025Q4: 1,022 shares; 2026Q1: 1,233 shares 1,233 $200K 0.01% +211 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 583 shares 583 $200K 0.01% new Timeline OUST OUSTER INC More: the full row for OUSTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,656 shares 10,656 $196K 0.01% new Timeline AEVA AEVA TECHNOLOGIES INC More: the full row for AEVA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,155 shares 14,155 $186K 0.01% new Timeline PTY PIMCO CORPORATE & INCOME OPP More: the full row for PIMCO CORPORATE & INCOME OPP 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: 15,317 shares; 2026Q1: 15,316 shares 15,316 $185K 0.01% -1 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,521 shares 11,521 $173K 0.01% new Timeline IBRX IMMUNITYBIO INC More: the full row for IMMUNITYBIO 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: 21,419 shares; 2026Q1: 21,441 shares 21,441 $164K 0.01% +22 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,891 shares; 2025Q3: 11,574 shares; 2025Q4: 11,167 shares; 2026Q1: 18,413 shares 18,413 $161K 0.01% +7,246 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,761 shares 12,761 $141K 0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,311 shares 15,311 $134K 0.01% new Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 16,955 shares; 2026Q1: 15,715 shares 15,715 $133K 0.01% -1,240 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,524 shares; 2024Q4: 169,212 shares; 2025Q1: 120,051 shares; 2025Q2: 186,553 shares; 2025Q3: 138,182 shares; 2025Q4: 22,992 shares; 2026Q1: 55,048 shares 55,048 $124K 0.01% +32,056 Timeline SHMD SCHMID GROUP N.V. More: the full row for SCHMID GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,567 shares 22,567 $120K 0.01% new Timeline HLN HALEON PLC More: the full row for HALEON 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: 13,686 shares; 2026Q1: 10,349 shares 10,349 $104K <0.01% -3,337 Timeline LPTH LIGHTPATH TECHNOLOGIES INC More: the full row for LIGHTPATH TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,229 shares 10,229 $103K <0.01% new Timeline OPTX SYNTEC OPTICS HLDGS INC More: the full row for SYNTEC OPTICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,991 shares 13,991 $98.4K <0.01% new Timeline OSS ONE STOP SYS INC More: the full row for ONE STOP SYS 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: 12,747 shares; 2026Q1: 12,746 shares 12,746 $96.5K <0.01% -1 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,140 shares 37,140 $83.9K <0.01% new Timeline LTRX LANTRONIX INC More: the full row for LANTRONIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,368 shares 15,368 $80.5K <0.01% new Timeline FIP FTAI INFRASTRUCTURE INC More: the full row for FTAI INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,902 shares 14,902 $73.6K <0.01% new Timeline OPRX OPTIMIZERX CORP More: the full row for OPTIMIZERX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,439 shares 10,439 $65.6K <0.01% new Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,504 shares; 2026Q1: 10,433 shares 10,433 $53.9K <0.01% -71 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,254 shares; 2024Q4: 64,747 shares; 2025Q1: 29,382 shares; 2025Q2: 53,422 shares; 2025Q3: 51,459 shares; 2025Q4: 43,694 shares; 2026Q1: 35,031 shares 35,031 $53.2K <0.01% -8,663 Timeline CGTX COGNITION THERAPEUTICS INC More: the full row for COGNITION THERAPEUTICS 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: 72,075 shares; 2025Q4: 74,109 shares; 2026Q1: 69,953 shares 69,953 $53.1K <0.01% -4,156 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,519 shares 19,519 $45.1K <0.01% new Timeline TTGT TECHTARGET INC More: the full row for TECHTARGET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,392 shares 10,392 $40.3K <0.01% new Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,938 shares; 2025Q2: 21,254 shares; 2025Q3: 24,928 shares; 2025Q4: 21,039 shares; 2026Q1: 10,643 shares 10,643 $10.2K <0.01% -10,396 Timeline ORBS EIGHTCO HOLDINGS INC More: the full row for EIGHTCO HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,500 shares 10,500 $9.79K <0.01% new Timeline