JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,096 shares; 2025Q1: 190,834 shares; 2025Q2: 242,492 shares; 2025Q3: 275,692 shares; 2025Q4: 321,751 shares; 2026Q1: 337,876 shares 337,876 $17M 5.56% +16,125 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: not loaded; 2024Q4: 24,566 shares; 2025Q1: 25,000 shares; 2025Q2: 25,164 shares; 2025Q3: 25,468 shares; 2025Q4: 26,692 shares; 2026Q1: 26,591 shares 26,591 $8.53M 2.79% -101 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: not loaded; 2024Q4: 36,356 shares; 2025Q1: 36,778 shares; 2025Q2: 35,384 shares; 2025Q3: 35,518 shares; 2025Q4: 35,577 shares; 2026Q1: 47,045 shares 47,045 $8.2M 2.68% +11,468 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 134,788 shares; 2025Q1: 179,032 shares; 2025Q2: 211,644 shares; 2025Q3: 240,744 shares; 2025Q4: 274,661 shares; 2026Q1: 316,014 shares 316,014 $8.1M 2.65% +41,353 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: not loaded; 2024Q4: 28,443 shares; 2025Q1: 30,601 shares; 2025Q2: 30,203 shares; 2025Q3: 30,715 shares; 2025Q4: 29,900 shares; 2026Q1: 30,316 shares 30,316 $6.31M 2.06% +416 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: not loaded; 2024Q4: 6,210 shares; 2025Q1: 6,872 shares; 2025Q2: 6,928 shares; 2025Q3: 7,302 shares; 2025Q4: 7,654 shares; 2026Q1: 8,139 shares 8,139 $5.32M 1.74% +485 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: not loaded; 2024Q4: 13,268 shares; 2025Q1: 14,368 shares; 2025Q2: 13,672 shares; 2025Q3: 13,790 shares; 2025Q4: 15,086 shares; 2026Q1: 15,770 shares 15,770 $4.71M 1.54% +684 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,845 shares; 2025Q1: 38,748 shares; 2025Q2: 48,645 shares; 2025Q3: 52,897 shares; 2025Q4: 56,366 shares; 2026Q1: 59,565 shares 59,565 $4.71M 1.54% +3,199 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: not loaded; 2024Q4: 56,766 shares; 2025Q1: 54,116 shares; 2025Q2: 68,762 shares; 2025Q3: 82,970 shares; 2025Q4: 89,221 shares; 2026Q1: 93,271 shares 93,271 $4.39M 1.43% +4,050 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: not loaded; 2024Q4: 14,581 shares; 2025Q1: 15,301 shares; 2025Q2: 15,411 shares; 2025Q3: 15,680 shares; 2025Q4: 16,049 shares; 2026Q1: 17,281 shares 17,281 $4.39M 1.43% +1,232 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,530 shares; 2025Q1: 21,040 shares; 2025Q2: 22,634 shares; 2025Q3: 24,617 shares; 2025Q4: 26,163 shares; 2026Q1: 27,474 shares 27,474 $4.1M 1.34% +1,311 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,464 shares; 2025Q1: 35,699 shares; 2025Q2: 44,094 shares; 2025Q3: 50,308 shares; 2025Q4: 63,050 shares; 2026Q1: 73,667 shares 73,667 $3.83M 1.25% +10,617 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 121,233 shares; 2025Q1: 122,005 shares; 2025Q2: 102,393 shares; 2025Q3: 103,164 shares; 2025Q4: 93,886 shares; 2026Q1: 97,614 shares 97,614 $3.8M 1.24% +3,728 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,382 shares; 2025Q1: 65,322 shares; 2025Q2: 62,494 shares; 2025Q3: 61,353 shares; 2025Q4: 58,506 shares; 2026Q1: 60,006 shares 60,006 $3.75M 1.23% +1,500 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: not loaded; 2024Q4: 6,331 shares; 2025Q1: 6,547 shares; 2025Q2: 4,889 shares; 2025Q3: 4,965 shares; 2025Q4: 5,743 shares; 2026Q1: 5,963 shares 5,963 $3.56M 1.16% +220 Timeline DFVX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,638 shares; 2025Q1: 29,088 shares; 2025Q2: 34,017 shares; 2025Q3: 39,021 shares; 2025Q4: 40,956 shares; 2026Q1: 46,756 shares 46,756 $3.47M 1.13% +5,800 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: not loaded; 2024Q4: 7,281 shares; 2025Q1: 7,369 shares; 2025Q2: 7,487 shares; 2025Q3: 7,663 shares; 2025Q4: 8,375 shares; 2026Q1: 9,376 shares 9,376 $3.47M 1.13% +1,001 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,236 shares; 2025Q3: 38,611 shares; 2025Q4: 49,105 shares; 2026Q1: 60,219 shares 60,219 $3.33M 1.09% +11,114 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,450 shares; 2025Q1: 21,255 shares; 2025Q2: 21,955 shares; 2025Q3: 23,955 shares; 2025Q4: 69,192 shares; 2026Q1: 122,753 shares 122,753 $3.22M 1.05% +53,561 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 84,894 shares; 2025Q1: 100,845 shares; 2025Q2: 93,776 shares; 2025Q3: 103,986 shares; 2025Q4: 115,941 shares; 2026Q1: 120,960 shares 120,960 $3.04M 0.99% +5,019 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 13,889 shares; 2025Q3: 13,889 shares; 2025Q4: 13,889 shares; 2026Q1: 13,889 shares 13,889 $2.98M 0.97% 0 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: not loaded; 2024Q4: 8,506 shares; 2025Q1: 9,449 shares; 2025Q2: 9,530 shares; 2025Q3: 9,135 shares; 2025Q4: 9,124 shares; 2026Q1: 9,491 shares 9,491 $2.79M 0.91% +367 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: not loaded; 2024Q4: 12,762 shares; 2025Q1: 14,846 shares; 2025Q2: 13,383 shares; 2025Q3: 13,269 shares; 2025Q4: 13,198 shares; 2026Q1: 12,831 shares 12,831 $2.52M 0.82% -367 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,268 shares; 2025Q1: 50,383 shares; 2025Q2: 45,544 shares; 2025Q3: 41,613 shares; 2025Q4: 39,008 shares; 2026Q1: 37,226 shares 37,226 $2.52M 0.82% -1,782 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,005 shares; 2025Q1: 51,450 shares; 2025Q2: 50,964 shares; 2025Q3: 51,835 shares; 2025Q4: 54,302 shares; 2026Q1: 53,486 shares 53,486 $2.52M 0.82% -816 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 loaded; 2024Q4: 24,176 shares; 2025Q1: 28,397 shares; 2025Q2: 28,733 shares; 2025Q3: 29,536 shares; 2025Q4: 31,368 shares; 2026Q1: 32,502 shares 32,502 $2.51M 0.82% +1,134 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: not loaded; 2024Q4: 3,149 shares; 2025Q1: 4,204 shares; 2025Q2: 5,382 shares; 2025Q3: 5,529 shares; 2025Q4: 5,670 shares; 2026Q1: 5,646 shares 5,646 $2.47M 0.81% -24 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: not loaded; 2024Q4: 13,088 shares; 2025Q1: 14,444 shares; 2025Q2: 14,267 shares; 2025Q3: 13,888 shares; 2025Q4: 14,515 shares; 2026Q1: 14,513 shares 14,513 $2.46M 0.8% -2 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: not loaded; 2024Q4: 52,120 shares; 2025Q1: 60,552 shares; 2025Q2: 58,847 shares; 2025Q3: 68,103 shares; 2025Q4: 76,161 shares; 2026Q1: 80,524 shares 80,524 $2.35M 0.77% +4,363 Timeline JPIE 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 loaded; 2024Q4: 500 shares; 2025Q1: 1,405 shares; 2025Q2: 5,585 shares; 2025Q3: 10,895 shares; 2025Q4: 27,125 shares; 2026Q1: 48,410 shares 48,410 $2.23M 0.73% +21,285 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,310 shares; 2025Q1: 41,968 shares; 2025Q2: 48,491 shares; 2025Q3: 49,740 shares; 2025Q4: 51,866 shares; 2026Q1: 54,854 shares 54,854 $2.18M 0.71% +2,988 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,655 shares; 2025Q1: 42,257 shares; 2025Q2: 44,992 shares; 2025Q3: 45,767 shares; 2025Q4: 47,380 shares; 2026Q1: 53,638 shares 53,638 $2.11M 0.69% +6,258 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,813 shares; 2025Q1: 43,059 shares; 2025Q2: 51,675 shares; 2025Q3: 57,332 shares; 2025Q4: 60,708 shares; 2026Q1: 62,424 shares 62,424 $2.11M 0.69% +1,716 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: not loaded; 2024Q4: 11,106 shares; 2025Q1: 13,650 shares; 2025Q2: 14,479 shares; 2025Q3: 14,579 shares; 2025Q4: 14,364 shares; 2026Q1: 14,068 shares 14,068 $2.08M 0.68% -296 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,240 shares; 2025Q1: 22,645 shares; 2025Q2: 29,704 shares; 2025Q3: 34,065 shares; 2025Q4: 36,639 shares; 2026Q1: 38,203 shares 38,203 $2.02M 0.66% +1,564 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: not loaded; 2024Q4: 5,895 shares; 2025Q1: 6,169 shares; 2025Q2: 6,488 shares; 2025Q3: 6,506 shares; 2025Q4: 6,981 shares; 2026Q1: 8,014 shares 8,014 $1.96M 0.64% +1,033 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 loaded; 2024Q4: 23,744 shares; 2025Q1: 27,956 shares; 2025Q2: 27,980 shares; 2025Q3: 27,909 shares; 2025Q4: 26,823 shares; 2026Q1: 24,960 shares 24,960 $1.91M 0.62% -1,863 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,669 shares; 2025Q1: 6,951 shares; 2025Q2: 6,685 shares; 2025Q3: 6,464 shares; 2025Q4: 13,216 shares; 2026Q1: 14,246 shares 14,246 $1.89M 0.62% +1,030 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,789 shares; 2025Q1: 20,014 shares; 2025Q2: 19,918 shares; 2025Q3: 20,435 shares; 2025Q4: 22,836 shares; 2026Q1: 27,621 shares 27,621 $1.89M 0.62% +4,785 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,022 shares; 2025Q1: 5,911 shares; 2025Q2: 6,180 shares; 2025Q3: 6,467 shares; 2025Q4: 6,455 shares; 2026Q1: 6,543 shares 6,543 $1.88M 0.61% +88 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,294 shares; 2025Q1: 42,751 shares; 2025Q2: 38,074 shares; 2025Q3: 37,021 shares; 2025Q4: 36,991 shares; 2026Q1: 38,289 shares 38,289 $1.87M 0.61% +1,298 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,000 shares; 2025Q3: 45,284 shares; 2025Q4: 45,284 shares; 2026Q1: 45,000 shares 45,000 $1.85M 0.6% -284 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,870 shares; 2025Q1: 25,944 shares; 2025Q2: 29,283 shares; 2025Q3: 31,904 shares; 2025Q4: 35,448 shares; 2026Q1: 43,061 shares 43,061 $1.83M 0.6% +7,613 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: not loaded; 2024Q4: 42,041 shares; 2025Q1: 47,153 shares; 2025Q2: 50,117 shares; 2025Q3: 54,945 shares; 2025Q4: 55,789 shares; 2026Q1: 58,263 shares 58,263 $1.8M 0.59% +2,474 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: not loaded; 2024Q4: 2,111 shares; 2025Q1: 3,044 shares; 2025Q2: 2,773 shares; 2025Q3: 2,787 shares; 2025Q4: 2,670 shares; 2026Q1: 2,582 shares 2,582 $1.68M 0.55% -88 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 loaded; 2024Q4: 238 shares; 2025Q1: 263 shares; 2025Q2: 6,799 shares; 2025Q3: 6,799 shares; 2025Q4: 6,799 shares; 2026Q1: 6,799 shares 6,799 $1.65M 0.54% 0 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,647 shares; 2025Q1: 42,345 shares; 2025Q2: 37,630 shares; 2025Q3: 37,479 shares; 2025Q4: 35,284 shares; 2026Q1: 33,340 shares 33,340 $1.63M 0.53% -1,944 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,866 shares; 2025Q1: 71,416 shares; 2025Q2: 71,416 shares; 2025Q3: 71,416 shares; 2025Q4: 71,416 shares; 2026Q1: 60,329 shares 60,329 $1.6M 0.52% -11,087 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: not loaded; 2024Q4: 6,087 shares; 2025Q1: 6,085 shares; 2025Q2: 5,272 shares; 2025Q3: 5,433 shares; 2025Q4: 5,456 shares; 2026Q1: 5,500 shares 5,500 $1.58M 0.52% +44 Timeline SPMO 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 loaded; 2024Q4: 5,798 shares; 2025Q1: 8,289 shares; 2025Q2: 10,759 shares; 2025Q3: 11,899 shares; 2025Q4: 13,003 shares; 2026Q1: 13,711 shares 13,711 $1.54M 0.5% +708 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: not loaded; 2024Q4: 9,475 shares; 2025Q1: 11,705 shares; 2025Q2: 13,190 shares; 2025Q3: 14,778 shares; 2025Q4: 15,941 shares; 2026Q1: 17,118 shares 17,118 $1.52M 0.5% +1,177 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: not loaded; 2024Q4: 11,787 shares; 2025Q1: 11,787 shares; 2025Q2: 11,787 shares; 2025Q3: 11,787 shares; 2025Q4: 11,787 shares; 2026Q1: 11,787 shares 11,787 $1.49M 0.49% 0 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: not loaded; 2024Q4: 4,472 shares; 2025Q1: 4,630 shares; 2025Q2: 4,561 shares; 2025Q3: 4,782 shares; 2025Q4: 4,782 shares; 2026Q1: 4,873 shares 4,873 $1.4M 0.46% +91 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: not loaded; 2024Q4: 4,044 shares; 2025Q1: 4,089 shares; 2025Q2: 4,111 shares; 2025Q3: 4,119 shares; 2025Q4: 3,964 shares; 2026Q1: 4,302 shares 4,302 $1.33M 0.43% +338 Timeline JGLO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 3,210 shares; 2025Q2: 10,840 shares; 2025Q3: 17,571 shares; 2025Q4: 19,256 shares; 2026Q1: 20,155 shares 20,155 $1.32M 0.43% +899 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,144 shares; 2026Q1: 24,882 shares 24,882 $1.32M 0.43% -262 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,576 shares; 2025Q1: 13,739 shares; 2025Q2: 14,899 shares; 2025Q3: 15,869 shares; 2025Q4: 16,161 shares; 2026Q1: 27,747 shares 27,747 $1.29M 0.42% +11,586 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 44,002 shares; 2025Q1: 44,242 shares; 2025Q2: 43,268 shares; 2025Q3: 42,724 shares; 2025Q4: 42,591 shares; 2026Q1: 45,548 shares 45,548 $1.27M 0.41% +2,957 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: not loaded; 2024Q4: 4,760 shares; 2025Q1: 4,829 shares; 2025Q2: 4,800 shares; 2025Q3: 4,844 shares; 2025Q4: 4,854 shares; 2026Q1: 4,828 shares 4,828 $1.26M 0.41% -26 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 4,744 shares; 2025Q3: 4,744 shares; 2025Q4: 4,744 shares; 2026Q1: 4,744 shares 4,744 $1.23M 0.4% 0 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,480 shares; 2025Q1: 15,157 shares; 2025Q2: 15,336 shares; 2025Q3: 19,501 shares; 2025Q4: 22,461 shares; 2026Q1: 26,912 shares 26,912 $1.22M 0.4% +4,451 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 63 shares; 2025Q2: 15,063 shares; 2025Q3: 15,063 shares; 2025Q4: 15,063 shares; 2026Q1: 15,063 shares 15,063 $1.18M 0.39% 0 Timeline IMTM 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 loaded; 2024Q4: not reported; 2025Q1: 6,634 shares; 2025Q2: 16,850 shares; 2025Q3: 20,699 shares; 2025Q4: 22,763 shares; 2026Q1: 24,495 shares 24,495 $1.18M 0.38% +1,732 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: not loaded; 2024Q4: 15,611 shares; 2025Q1: 16,429 shares; 2025Q2: 16,395 shares; 2025Q3: 18,014 shares; 2025Q4: 18,462 shares; 2026Q1: 18,314 shares 18,314 $1.17M 0.38% -148 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: not loaded; 2024Q4: 36,540 shares; 2025Q1: 37,464 shares; 2025Q2: 38,140 shares; 2025Q3: 36,923 shares; 2025Q4: 35,467 shares; 2026Q1: 38,164 shares 38,164 $1.11M 0.36% +2,697 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $1.09M 0.36% 0 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: not loaded; 2024Q4: 10,284 shares; 2025Q1: 11,016 shares; 2025Q2: 10,931 shares; 2025Q3: 11,533 shares; 2025Q4: 12,544 shares; 2026Q1: 13,952 shares 13,952 $1.08M 0.35% +1,408 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,980 shares; 2025Q1: 26,605 shares; 2025Q2: 45,966 shares; 2025Q3: 41,531 shares; 2025Q4: 40,476 shares; 2026Q1: 21,552 shares 21,552 $1.08M 0.35% -18,924 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,709 shares; 2025Q1: 29,250 shares; 2025Q2: 30,100 shares; 2025Q3: 29,761 shares; 2025Q4: 30,179 shares; 2026Q1: 30,396 shares 30,396 $1.07M 0.35% +217 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: not loaded; 2024Q4: 4,444 shares; 2025Q1: 5,307 shares; 2025Q2: 5,051 shares; 2025Q3: 5,421 shares; 2025Q4: 5,112 shares; 2026Q1: 4,922 shares 4,922 $1.06M 0.35% -190 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: not loaded; 2024Q4: 4,763 shares; 2025Q1: 5,136 shares; 2025Q2: 6,836 shares; 2025Q3: 6,837 shares; 2025Q4: 7,017 shares; 2026Q1: 7,257 shares 7,257 $1.05M 0.34% +240 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: not loaded; 2024Q4: 14,921 shares; 2025Q1: 16,384 shares; 2025Q2: 19,214 shares; 2025Q3: 21,972 shares; 2025Q4: 21,102 shares; 2026Q1: 22,853 shares 22,853 $1.04M 0.34% +1,751 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 138 shares; 2025Q1: 144 shares; 2025Q2: 4,144 shares; 2025Q3: 4,144 shares; 2025Q4: 4,150 shares; 2026Q1: 4,147 shares 4,147 $1.04M 0.34% -3 Timeline JQUA 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 loaded; 2024Q4: 15,290 shares; 2025Q1: 15,448 shares; 2025Q2: 17,021 shares; 2025Q3: 18,908 shares; 2025Q4: 22,554 shares; 2026Q1: 16,826 shares 16,826 $1.03M 0.34% -5,728 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: not loaded; 2024Q4: 5,982 shares; 2025Q1: 8,583 shares; 2025Q2: 8,294 shares; 2025Q3: 8,295 shares; 2025Q4: 8,295 shares; 2026Q1: 8,251 shares 8,251 $1.03M 0.33% -44 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: not loaded; 2024Q4: 3,304 shares; 2025Q1: 3,259 shares; 2025Q2: 3,512 shares; 2025Q3: 3,517 shares; 2025Q4: 3,594 shares; 2026Q1: 4,029 shares 4,029 $976K 0.32% +435 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,920 shares; 2025Q1: 1,920 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,220 shares 1,220 $964K 0.31% 0 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: not loaded; 2024Q4: 19,348 shares; 2025Q1: 19,179 shares; 2025Q2: 18,492 shares; 2025Q3: 18,209 shares; 2025Q4: 17,516 shares; 2026Q1: 17,220 shares 17,220 $931K 0.3% -296 Timeline FTCB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 19,990 shares; 2026Q1: 42,550 shares 42,550 $892K 0.29% +22,560 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: not loaded; 2024Q4: 10,431 shares; 2025Q1: 11,721 shares; 2025Q2: 12,019 shares; 2025Q3: 11,205 shares; 2025Q4: 11,570 shares; 2026Q1: 11,703 shares 11,703 $890K 0.29% +133 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,633 shares; 2025Q1: 15,263 shares; 2025Q2: 14,577 shares; 2025Q3: 14,389 shares; 2025Q4: 13,953 shares; 2026Q1: 13,891 shares 13,891 $867K 0.28% -62 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: not loaded; 2024Q4: 14,440 shares; 2025Q1: 13,086 shares; 2025Q2: 13,210 shares; 2025Q3: 13,041 shares; 2025Q4: 12,844 shares; 2026Q1: 11,477 shares 11,477 $845K 0.28% -1,367 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: not loaded; 2024Q4: 736 shares; 2025Q1: 746 shares; 2025Q2: 3,941 shares; 2025Q3: 3,941 shares; 2025Q4: 3,941 shares; 2026Q1: 4,224 shares 4,224 $820K 0.27% +283 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: not loaded; 2024Q4: 2,486 shares; 2025Q1: 2,879 shares; 2025Q2: 3,097 shares; 2025Q3: 3,310 shares; 2025Q4: 3,419 shares; 2026Q1: 3,738 shares 3,738 $812K 0.27% +319 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: not loaded; 2024Q4: 2,144 shares; 2025Q1: 2,240 shares; 2025Q2: 2,278 shares; 2025Q3: 2,216 shares; 2025Q4: 2,291 shares; 2026Q1: 2,431 shares 2,431 $799K 0.26% +140 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,075 shares; 2025Q1: 17,987 shares; 2025Q2: 19,040 shares; 2025Q3: 19,766 shares; 2025Q4: 21,716 shares; 2026Q1: 19,641 shares 19,641 $796K 0.26% -2,075 Timeline JPEF 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,946 shares 10,946 $786K 0.26% new Timeline FTGS 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 loaded; 2024Q4: 5,700 shares; 2025Q1: 6,850 shares; 2025Q2: 13,860 shares; 2025Q3: 19,813 shares; 2025Q4: 22,803 shares; 2026Q1: 22,608 shares 22,608 $770K 0.25% -195 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,410 shares; 2025Q1: 8,338 shares; 2025Q2: 7,048 shares; 2025Q3: 6,825 shares; 2025Q4: 6,556 shares; 2026Q1: 6,381 shares 6,381 $770K 0.25% -175 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: not loaded; 2024Q4: 11,936 shares; 2025Q1: 15,295 shares; 2025Q2: 18,326 shares; 2025Q3: 19,778 shares; 2025Q4: 20,893 shares; 2026Q1: 22,556 shares 22,556 $731K 0.24% +1,663 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: not loaded; 2024Q4: 789 shares; 2025Q1: 856 shares; 2025Q2: 816 shares; 2025Q3: 739 shares; 2025Q4: 790 shares; 2026Q1: 732 shares 732 $729K 0.24% -58 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,347 shares; 2025Q1: 9,482 shares; 2025Q2: 9,553 shares; 2025Q3: 11,540 shares; 2025Q4: 13,415 shares; 2026Q1: 13,299 shares 13,299 $727K 0.24% -116 Timeline SDSI AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,470 shares; 2025Q1: 12,620 shares; 2025Q2: 12,980 shares; 2025Q3: 15,280 shares; 2025Q4: 16,270 shares; 2026Q1: 14,150 shares 14,150 $726K 0.24% -2,120 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,047 shares; 2025Q1: 13,547 shares; 2025Q2: 13,089 shares; 2025Q3: 12,835 shares; 2025Q4: 12,837 shares; 2026Q1: 12,783 shares 12,783 $720K 0.24% -54 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,792 shares; 2025Q1: 21,555 shares; 2025Q2: 20,536 shares; 2025Q3: 20,290 shares; 2025Q4: 16,764 shares; 2026Q1: 15,602 shares 15,602 $704K 0.23% -1,162 Timeline BRLN 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 loaded; 2024Q4: 17,520 shares; 2025Q1: 21,330 shares; 2025Q2: 21,310 shares; 2025Q3: 20,920 shares; 2025Q4: 15,560 shares; 2026Q1: 13,810 shares 13,810 $701K 0.23% -1,750 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: not loaded; 2024Q4: 1,590 shares; 2025Q1: 2,085 shares; 2025Q2: 2,263 shares; 2025Q3: 2,271 shares; 2025Q4: 2,338 shares; 2026Q1: 2,579 shares 2,579 $698K 0.23% +241 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: not loaded; 2024Q4: 3,659 shares; 2025Q1: 4,515 shares; 2025Q2: 4,053 shares; 2025Q3: 3,696 shares; 2025Q4: 8,516 shares; 2026Q1: 11,380 shares 11,380 $697K 0.23% +2,864 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $686K 0.22% 0 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 3,000 shares; 2026Q1: 13,035 shares 13,035 $672K 0.22% +10,035 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: not loaded; 2024Q4: 461 shares; 2025Q1: 866 shares; 2025Q2: 866 shares; 2025Q3: 865 shares; 2025Q4: 872 shares; 2026Q1: 937 shares 937 $663K 0.22% +65 Timeline SPHD 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 loaded; 2024Q4: 11,745 shares; 2025Q1: 13,045 shares; 2025Q2: 13,045 shares; 2025Q3: 13,045 shares; 2025Q4: 13,685 shares; 2026Q1: 13,367 shares 13,367 $663K 0.22% -318 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,931 shares; 2025Q1: 12,871 shares; 2025Q2: 11,335 shares; 2025Q3: 10,904 shares; 2025Q4: 10,453 shares; 2026Q1: 10,428 shares 10,428 $654K 0.21% -25 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: not loaded; 2024Q4: 12,165 shares; 2025Q1: 15,865 shares; 2025Q2: 15,940 shares; 2025Q3: 16,140 shares; 2025Q4: 15,790 shares; 2026Q1: 15,650 shares 15,650 $628K 0.21% -140 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,996 shares; 2025Q1: 11,113 shares; 2025Q2: 11,117 shares; 2025Q3: 10,983 shares; 2025Q4: 10,579 shares; 2026Q1: 10,511 shares 10,511 $622K 0.2% -68 Timeline JNK 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 loaded; 2024Q4: 6,180 shares; 2025Q1: 6,242 shares; 2025Q2: 6,214 shares; 2025Q3: 6,252 shares; 2025Q4: 6,302 shares; 2026Q1: 6,396 shares 6,396 $612K 0.2% +94 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,273 shares; 2025Q1: 6,348 shares; 2025Q2: 6,828 shares; 2025Q3: 6,828 shares; 2025Q4: 6,828 shares; 2026Q1: 7,316 shares 7,316 $603K 0.2% +488 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: not loaded; 2024Q4: 141 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $602K 0.2% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62 shares; 2025Q3: 62 shares; 2025Q4: 62 shares; 2026Q1: 7,088 shares 7,088 $601K 0.2% +7,026 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,806 shares; 2025Q1: 12,683 shares; 2025Q2: 16,025 shares; 2025Q3: 16,028 shares; 2025Q4: 16,732 shares; 2026Q1: 16,964 shares 16,964 $601K 0.2% +232 Timeline RCS PIMCO STRATEGIC INCOME FD More: the full row for PIMCO STRATEGIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125,353 shares; 2025Q1: 125,353 shares; 2025Q2: 111,484 shares; 2025Q3: 117,684 shares; 2025Q4: 112,725 shares; 2026Q1: 111,352 shares 111,352 $597K 0.19% -1,373 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: not loaded; 2024Q4: 1,386 shares; 2025Q1: 1,526 shares; 2025Q2: 1,834 shares; 2025Q3: 1,861 shares; 2025Q4: 1,539 shares; 2026Q1: 1,364 shares 1,364 $587K 0.19% -175 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,872 shares; 2025Q1: 16,282 shares; 2025Q2: 21,990 shares; 2025Q3: 22,860 shares; 2025Q4: 25,427 shares; 2026Q1: 27,270 shares 27,270 $586K 0.19% +1,843 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: not loaded; 2024Q4: 2,210 shares; 2025Q1: 2,304 shares; 2025Q2: 2,194 shares; 2025Q3: 2,255 shares; 2025Q4: 2,256 shares; 2026Q1: 2,809 shares 2,809 $581K 0.19% +553 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: not loaded; 2024Q4: 3,983 shares; 2025Q1: 4,032 shares; 2025Q2: 4,033 shares; 2025Q3: 4,034 shares; 2025Q4: 3,949 shares; 2026Q1: 4,715 shares 4,715 $567K 0.19% +766 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: not loaded; 2024Q4: 2,285 shares; 2025Q1: 2,805 shares; 2025Q2: 2,713 shares; 2025Q3: 2,710 shares; 2025Q4: 2,633 shares; 2026Q1: 2,546 shares 2,546 $554K 0.18% -87 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,961 shares; 2025Q1: 35,961 shares; 2025Q2: 32,975 shares; 2025Q3: 34,755 shares; 2025Q4: 32,463 shares; 2026Q1: 31,016 shares 31,016 $551K 0.18% -1,447 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: not loaded; 2024Q4: 10,744 shares; 2025Q1: 9,982 shares; 2025Q2: 9,366 shares; 2025Q3: 12,902 shares; 2025Q4: 15,159 shares; 2026Q1: 16,309 shares 16,309 $537K 0.18% +1,150 Timeline BOND 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 loaded; 2024Q4: 1,901 shares; 2025Q1: 1,503 shares; 2025Q2: 1,680 shares; 2025Q3: 1,699 shares; 2025Q4: 3,037 shares; 2026Q1: 5,759 shares 5,759 $532K 0.17% +2,722 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,632 shares; 2025Q1: 6,945 shares; 2025Q2: 6,901 shares; 2025Q3: 6,902 shares; 2025Q4: 6,903 shares; 2026Q1: 6,886 shares 6,886 $531K 0.17% -17 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: not loaded; 2024Q4: 86,964 shares; 2025Q1: 94,394 shares; 2025Q2: 73,891 shares; 2025Q3: 54,168 shares; 2025Q4: 45,415 shares; 2026Q1: 17,046 shares 17,046 $523K 0.17% -28,369 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: not loaded; 2024Q4: 1,642 shares; 2025Q1: 1,830 shares; 2025Q2: 1,825 shares; 2025Q3: 1,686 shares; 2025Q4: 1,898 shares; 2026Q1: 1,829 shares 1,829 $519K 0.17% -69 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,487 shares; 2025Q1: 6,487 shares; 2025Q2: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,280 shares; 2026Q1: 6,280 shares 6,280 $518K 0.17% 0 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: not loaded; 2024Q4: 5,286 shares; 2025Q1: 5,236 shares; 2025Q2: 5,039 shares; 2025Q3: 4,463 shares; 2025Q4: 4,188 shares; 2026Q1: 4,140 shares 4,140 $516K 0.17% -48 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: not loaded; 2024Q4: 971 shares; 2025Q1: 1,098 shares; 2025Q2: 1,125 shares; 2025Q3: 1,165 shares; 2025Q4: 1,178 shares; 2026Q1: 1,382 shares 1,382 $514K 0.17% +204 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 loaded; 2024Q4: 130 shares; 2025Q1: 130 shares; 2025Q2: 165 shares; 2025Q3: 152 shares; 2025Q4: 2,402 shares; 2026Q1: 2,391 shares 2,391 $511K 0.17% -11 Timeline KORP AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,925 shares; 2026Q1: 10,725 shares 10,725 $500K 0.16% +800 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: not loaded; 2024Q4: 14,303 shares; 2025Q1: 16,533 shares; 2025Q2: 17,631 shares; 2025Q3: 16,677 shares; 2025Q4: 16,446 shares; 2026Q1: 17,792 shares 17,792 $500K 0.16% +1,346 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 53,534 shares; 2025Q1: 56,034 shares; 2025Q2: 58,205 shares; 2025Q3: 56,855 shares; 2025Q4: 56,308 shares; 2026Q1: 56,719 shares 56,719 $498K 0.16% +411 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: not loaded; 2024Q4: 570 shares; 2025Q1: 694 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 838 shares; 2026Q1: 869 shares 869 $497K 0.16% +31 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: not loaded; 2024Q4: 1,721 shares; 2025Q1: 2,335 shares; 2025Q2: 2,327 shares; 2025Q3: 2,328 shares; 2025Q4: 2,728 shares; 2026Q1: 3,202 shares 3,202 $497K 0.16% +474 Timeline AOR 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 loaded; 2024Q4: 4,561 shares; 2025Q1: 4,561 shares; 2025Q2: 4,562 shares; 2025Q3: 7,617 shares; 2025Q4: 7,620 shares; 2026Q1: 7,620 shares 7,620 $490K 0.16% 0 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,100 shares; 2025Q1: 7,100 shares; 2025Q2: 7,100 shares; 2025Q3: 6,800 shares; 2025Q4: 5,232 shares; 2026Q1: 5,046 shares 5,046 $468K 0.15% -186 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: not loaded; 2024Q4: 6,488 shares; 2025Q1: 7,826 shares; 2025Q2: 8,257 shares; 2025Q3: 8,314 shares; 2025Q4: 9,555 shares; 2026Q1: 9,558 shares 9,558 $466K 0.15% +3 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: not loaded; 2024Q4: 1,710 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares 1,955 $462K 0.15% 0 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: not loaded; 2024Q4: 2,542 shares; 2025Q1: 3,014 shares; 2025Q2: 2,895 shares; 2025Q3: 2,891 shares; 2025Q4: 2,878 shares; 2026Q1: 3,091 shares 3,091 $455K 0.15% +213 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,414 shares; 2025Q1: 35,206 shares; 2025Q2: 35,969 shares; 2025Q3: 35,556 shares; 2025Q4: 34,708 shares; 2026Q1: 34,576 shares 34,576 $453K 0.15% -132 Timeline ICF 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 loaded; 2024Q4: 6,450 shares; 2025Q1: 6,645 shares; 2025Q2: 6,362 shares; 2025Q3: 6,574 shares; 2025Q4: 7,432 shares; 2026Q1: 7,309 shares 7,309 $452K 0.15% -123 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 loaded; 2024Q4: 37,468 shares; 2025Q1: 35,528 shares; 2025Q2: 35,968 shares; 2025Q3: 35,866 shares; 2025Q4: 36,252 shares; 2026Q1: 39,054 shares 39,054 $451K 0.15% +2,802 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: not loaded; 2024Q4: 10,662 shares; 2025Q1: 11,071 shares; 2025Q2: 11,171 shares; 2025Q3: 11,020 shares; 2025Q4: 9,677 shares; 2026Q1: 8,933 shares 8,933 $448K 0.15% -744 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,673 shares; 2025Q1: 11,934 shares; 2025Q2: 10,658 shares; 2025Q3: 10,261 shares; 2025Q4: 9,767 shares; 2026Q1: 9,487 shares 9,487 $444K 0.15% -280 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 loaded; 2024Q4: 330 shares; 2025Q1: 230 shares; 2025Q2: 3,230 shares; 2025Q3: 3,230 shares; 2025Q4: 3,230 shares; 2026Q1: 3,263 shares 3,263 $444K 0.14% +33 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: not loaded; 2024Q4: 1,080 shares; 2025Q1: 1,115 shares; 2025Q2: 1,171 shares; 2025Q3: 1,172 shares; 2025Q4: 1,099 shares; 2026Q1: 1,250 shares 1,250 $440K 0.14% +151 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: not loaded; 2024Q4: 847 shares; 2025Q1: 854 shares; 2025Q2: 854 shares; 2025Q3: 854 shares; 2025Q4: 921 shares; 2026Q1: 917 shares 917 $439K 0.14% -4 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $430K 0.14% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 792 shares; 2025Q1: 812 shares; 2025Q2: 796 shares; 2025Q3: 796 shares; 2025Q4: 1,481 shares; 2026Q1: 1,881 shares 1,881 $425K 0.14% +400 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,592 shares; 2025Q1: 6,547 shares; 2025Q2: 6,531 shares; 2025Q3: 6,531 shares; 2025Q4: 6,533 shares; 2026Q1: 6,325 shares 6,325 $425K 0.14% -208 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5 shares; 2025Q1: 8 shares; 2025Q2: 2,008 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $416K 0.14% 0 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: not loaded; 2024Q4: 8,397 shares; 2025Q1: 6,290 shares; 2025Q2: 6,061 shares; 2025Q3: 5,760 shares; 2025Q4: 6,305 shares; 2026Q1: 2,829 shares 2,829 $415K 0.14% -3,476 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129 shares; 2025Q4: 129 shares; 2026Q1: 10,636 shares 10,636 $415K 0.14% +10,507 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,461 shares; 2025Q1: 7,619 shares; 2025Q2: 7,474 shares; 2025Q3: 7,719 shares; 2025Q4: 8,104 shares; 2026Q1: 7,827 shares 7,827 $411K 0.13% -277 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,963 shares; 2025Q1: 3,642 shares; 2025Q2: 3,773 shares; 2025Q3: 3,639 shares; 2025Q4: 3,639 shares; 2026Q1: 3,615 shares 3,615 $407K 0.13% -24 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: not loaded; 2024Q4: 3,452 shares; 2025Q1: 3,219 shares; 2025Q2: 3,001 shares; 2025Q3: 2,756 shares; 2025Q4: 2,378 shares; 2026Q1: 2,162 shares 2,162 $399K 0.13% -216 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,319 shares; 2025Q1: 10,089 shares; 2025Q2: 9,310 shares; 2025Q3: 9,317 shares; 2025Q4: 9,434 shares; 2026Q1: 8,366 shares 8,366 $395K 0.13% -1,068 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 4,212 shares 4,212 $387K 0.13% 0 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,733 shares; 2025Q4: 5,733 shares; 2026Q1: 5,134 shares 5,134 $386K 0.13% -599 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 loaded; 2024Q4: 1,225 shares; 2025Q1: 2,081 shares; 2025Q2: 2,487 shares; 2025Q3: 2,636 shares; 2025Q4: 3,155 shares; 2026Q1: 3,139 shares 3,139 $385K 0.13% -16 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,250 shares; 2025Q1: 26,313 shares; 2025Q2: 31,101 shares; 2025Q3: 36,445 shares; 2025Q4: 30,436 shares; 2026Q1: 7,565 shares 7,565 $383K 0.13% -22,871 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,846 shares; 2025Q1: 2,411 shares; 2025Q2: 2,271 shares; 2025Q3: 2,070 shares; 2025Q4: 1,641 shares; 2026Q1: 2,596 shares 2,596 $380K 0.12% +955 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: not loaded; 2024Q4: 2,155 shares; 2025Q1: 1,978 shares; 2025Q2: 1,937 shares; 2025Q3: 1,829 shares; 2025Q4: 1,576 shares; 2026Q1: 1,457 shares 1,457 $378K 0.12% -119 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 841 shares; 2025Q2: 3,196 shares; 2025Q3: 4,612 shares; 2025Q4: 4,336 shares; 2026Q1: 4,336 shares 4,336 $376K 0.12% 0 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: not loaded; 2024Q4: 2,880 shares; 2025Q1: 3,238 shares; 2025Q2: 3,259 shares; 2025Q3: 3,268 shares; 2025Q4: 3,239 shares; 2026Q1: 3,252 shares 3,252 $374K 0.12% +13 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 857 shares; 2025Q3: 857 shares; 2025Q4: 857 shares; 2026Q1: 857 shares 857 $372K 0.12% 0 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,728 shares; 2025Q1: 27,649 shares; 2025Q2: 22,830 shares; 2025Q3: 22,830 shares; 2025Q4: 21,117 shares; 2026Q1: 20,046 shares 20,046 $369K 0.12% -1,071 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: not loaded; 2024Q4: 22,178 shares; 2025Q1: 25,194 shares; 2025Q2: 25,194 shares; 2025Q3: 22,894 shares; 2025Q4: 20,594 shares; 2026Q1: 14,329 shares 14,329 $367K 0.12% -6,265 Timeline OBND SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,900 shares; 2025Q1: 13,900 shares; 2025Q2: 13,625 shares; 2025Q3: 13,625 shares; 2025Q4: 13,900 shares; 2026Q1: 14,100 shares 14,100 $361K 0.12% +200 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: not loaded; 2024Q4: 14,880 shares; 2025Q1: 15,222 shares; 2025Q2: 13,280 shares; 2025Q3: 12,619 shares; 2025Q4: 11,762 shares; 2026Q1: 12,396 shares 12,396 $360K 0.12% +634 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 loaded; 2024Q4: 5,797 shares; 2025Q1: 7,921 shares; 2025Q2: 7,899 shares; 2025Q3: 7,015 shares; 2025Q4: 6,309 shares; 2026Q1: 3,888 shares 3,888 $356K 0.12% -2,421 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,938 shares; 2025Q1: 2,981 shares; 2025Q2: 2,895 shares; 2025Q3: 2,858 shares; 2025Q4: 3,073 shares; 2026Q1: 3,155 shares 3,155 $354K 0.12% +82 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: not loaded; 2024Q4: 321 shares; 2025Q1: 346 shares; 2025Q2: 346 shares; 2025Q3: 371 shares; 2025Q4: 428 shares; 2026Q1: 505 shares 505 $352K 0.12% +77 Timeline SPLV 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 loaded; 2024Q4: 4,716 shares; 2025Q1: 4,716 shares; 2025Q2: 4,716 shares; 2025Q3: 4,716 shares; 2025Q4: 4,816 shares; 2026Q1: 4,816 shares 4,816 $352K 0.12% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,911 shares; 2025Q1: 17,764 shares; 2025Q2: 15,024 shares; 2025Q3: 14,448 shares; 2025Q4: 13,197 shares; 2026Q1: 13,174 shares 13,174 $348K 0.11% -23 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 loaded; 2024Q4: 2,551 shares; 2025Q1: 2,592 shares; 2025Q2: 2,592 shares; 2025Q3: 2,572 shares; 2025Q4: 2,652 shares; 2026Q1: 2,652 shares 2,652 $347K 0.11% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,701 shares; 2025Q1: 2,701 shares; 2025Q2: 2,701 shares; 2025Q3: 2,701 shares; 2025Q4: 2,699 shares; 2026Q1: 2,554 shares 2,554 $346K 0.11% -145 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,239 shares; 2025Q1: 2,239 shares; 2025Q2: 2,151 shares; 2025Q3: 2,131 shares; 2025Q4: 1,891 shares; 2026Q1: 1,785 shares 1,785 $344K 0.11% -106 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 loaded; 2024Q4: 1,311 shares; 2025Q1: 1,311 shares; 2025Q2: 1,311 shares; 2025Q3: 1,311 shares; 2025Q4: 1,311 shares; 2026Q1: 1,173 shares 1,173 $342K 0.11% -138 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: not loaded; 2024Q4: 1,792 shares; 2025Q1: 1,610 shares; 2025Q2: 1,511 shares; 2025Q3: 1,406 shares; 2025Q4: 1,757 shares; 2026Q1: 1,757 shares 1,757 $337K 0.11% 0 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,615 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares; 2025Q3: 5,529 shares; 2025Q4: 5,562 shares; 2026Q1: 5,415 shares 5,415 $334K 0.11% -147 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,438 shares; 2025Q1: 7,479 shares; 2025Q2: 5,859 shares; 2025Q3: 5,889 shares; 2025Q4: 4,614 shares; 2026Q1: 4,382 shares 4,382 $329K 0.11% -232 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,903 shares 2,903 $322K 0.11% new 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 loaded; 2024Q4: 309 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 364 shares; 2026Q1: 364 shares 364 $318K 0.1% 0 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: not loaded; 2024Q4: 262 shares; 2025Q1: 265 shares; 2025Q2: 305 shares; 2025Q3: 315 shares; 2025Q4: 285 shares; 2026Q1: 343 shares 343 $315K 0.1% +58 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 516 shares; 2025Q1: 519 shares; 2025Q2: 520 shares; 2025Q3: 523 shares; 2025Q4: 524 shares; 2026Q1: 511 shares 511 $315K 0.1% -13 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: not loaded; 2024Q4: 1,108 shares; 2025Q1: 1,145 shares; 2025Q2: 1,145 shares; 2025Q3: 1,145 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $312K 0.1% 0 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,685 shares; 2025Q1: 4,074 shares; 2025Q2: 4,844 shares; 2025Q3: 5,416 shares; 2025Q4: 6,939 shares; 2026Q1: 7,688 shares 7,688 $309K 0.1% +749 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares; 2025Q3: 1,494 shares; 2025Q4: 1,494 shares; 2026Q1: 1,494 shares 1,494 $305K 0.1% 0 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: not loaded; 2024Q4: 1,746 shares; 2025Q1: 1,444 shares; 2025Q2: 1,445 shares; 2025Q3: 1,332 shares; 2025Q4: 1,833 shares; 2026Q1: 1,834 shares 1,834 $303K 0.1% +1 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: not loaded; 2024Q4: 7,860 shares; 2025Q1: 7,287 shares; 2025Q2: 7,450 shares; 2025Q3: 7,171 shares; 2025Q4: 7,452 shares; 2026Q1: 7,921 shares 7,921 $303K 0.1% +469 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: not loaded; 2024Q4: 636 shares; 2025Q1: 755 shares; 2025Q2: 753 shares; 2025Q3: 752 shares; 2025Q4: 733 shares; 2026Q1: 936 shares 936 $291K 0.09% +203 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,518 shares; 2025Q1: 6,182 shares; 2025Q2: 5,275 shares; 2025Q3: 5,080 shares; 2025Q4: 5,146 shares; 2026Q1: 4,684 shares 4,684 $289K 0.09% -462 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,629 shares; 2025Q1: 8,348 shares; 2025Q2: 7,138 shares; 2025Q3: 5,083 shares; 2025Q4: 4,791 shares; 2026Q1: 4,691 shares 4,691 $289K 0.09% -100 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,058 shares; 2025Q1: 4,177 shares; 2025Q2: 4,366 shares; 2025Q3: 3,970 shares; 2025Q4: 3,498 shares; 2026Q1: 3,498 shares 3,498 $288K 0.09% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,034 shares; 2025Q1: 3,130 shares; 2025Q2: 3,103 shares; 2025Q3: 3,052 shares; 2025Q4: 3,029 shares; 2026Q1: 2,953 shares 2,953 $287K 0.09% -76 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 loaded; 2024Q4: 6,678 shares; 2025Q1: 7,846 shares; 2025Q2: 6,443 shares; 2025Q3: 5,896 shares; 2025Q4: 6,291 shares; 2026Q1: 5,800 shares 5,800 $286K 0.09% -491 Timeline LGOV 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 loaded; 2024Q4: not reported; 2025Q1: 10,688 shares; 2025Q2: 12,143 shares; 2025Q3: 12,895 shares; 2025Q4: 15,178 shares; 2026Q1: 13,243 shares 13,243 $286K 0.09% -1,935 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: not loaded; 2024Q4: 3,940 shares; 2025Q1: 5,212 shares; 2025Q2: 5,228 shares; 2025Q3: 5,250 shares; 2025Q4: 5,215 shares; 2026Q1: 5,236 shares 5,236 $286K 0.09% +21 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,447 shares; 2025Q1: 8,447 shares; 2025Q2: 8,447 shares; 2025Q3: 8,447 shares; 2025Q4: 8,447 shares; 2026Q1: 8,447 shares 8,447 $285K 0.09% 0 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 loaded; 2024Q4: 393 shares; 2025Q1: 434 shares; 2025Q2: 539 shares; 2025Q3: 545 shares; 2025Q4: 1,085 shares; 2026Q1: 1,184 shares 1,184 $281K 0.09% +99 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: not loaded; 2024Q4: 1,844 shares; 2025Q1: 2,355 shares; 2025Q2: 2,355 shares; 2025Q3: 2,356 shares; 2025Q4: 2,357 shares; 2026Q1: 2,476 shares 2,476 $281K 0.09% +119 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 loaded; 2024Q4: 5,808 shares; 2025Q1: 6,755 shares; 2025Q2: 6,656 shares; 2025Q3: 6,748 shares; 2025Q4: 6,890 shares; 2026Q1: 6,340 shares 6,340 $280K 0.09% -550 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 loaded; 2024Q4: 1,320 shares; 2025Q1: 1,363 shares; 2025Q2: 1,571 shares; 2025Q3: 1,571 shares; 2025Q4: 1,572 shares; 2026Q1: 1,527 shares 1,527 $279K 0.09% -45 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,302 shares; 2025Q1: 1,177 shares; 2025Q2: 1,177 shares; 2025Q3: 1,177 shares; 2025Q4: 1,177 shares; 2026Q1: 1,177 shares 1,177 $278K 0.09% 0 Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,979 shares; 2025Q1: 9,534 shares; 2025Q2: 8,259 shares; 2025Q3: 8,259 shares; 2025Q4: 7,392 shares; 2026Q1: 7,292 shares 7,292 $277K 0.09% -100 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: not loaded; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares 563 $277K 0.09% 0 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: not loaded; 2024Q4: 4,219 shares; 2025Q1: 4,646 shares; 2025Q2: 4,658 shares; 2025Q3: 4,661 shares; 2025Q4: 4,482 shares; 2026Q1: 4,050 shares 4,050 $273K 0.09% -432 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: not loaded; 2024Q4: 632 shares; 2025Q1: 632 shares; 2025Q2: 632 shares; 2025Q3: 632 shares; 2025Q4: 632 shares; 2026Q1: 632 shares 632 $269K 0.09% 0 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,096 shares; 2025Q1: 4,972 shares; 2025Q2: 4,641 shares; 2025Q3: 4,373 shares; 2025Q4: 4,036 shares; 2026Q1: 3,971 shares 3,971 $267K 0.09% -65 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 822 shares; 2025Q1: 1,071 shares; 2025Q2: 1,130 shares; 2025Q3: 1,150 shares; 2025Q4: 1,226 shares; 2026Q1: 1,282 shares 1,282 $264K 0.09% +56 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,369 shares; 2025Q1: 1,572 shares; 2025Q2: 1,486 shares; 2025Q3: 1,333 shares; 2025Q4: 1,318 shares; 2026Q1: 1,323 shares 1,323 $263K 0.09% +5 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 283 shares; 2025Q1: 241 shares; 2025Q2: 5,928 shares; 2025Q3: 9,119 shares; 2025Q4: 11,115 shares; 2026Q1: 11,115 shares 11,115 $263K 0.09% 0 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: not loaded; 2024Q4: 12,474 shares; 2025Q1: 13,293 shares; 2025Q2: 13,346 shares; 2025Q3: 12,569 shares; 2025Q4: 7,593 shares; 2026Q1: 9,155 shares 9,155 $263K 0.09% +1,562 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,289 shares; 2025Q1: 6,290 shares; 2025Q2: 6,451 shares; 2025Q3: 6,480 shares; 2025Q4: 5,579 shares; 2026Q1: 5,512 shares 5,512 $259K 0.08% -67 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 402 shares; 2025Q1: 336 shares; 2025Q2: 280 shares; 2025Q3: 361 shares; 2025Q4: 853 shares; 2026Q1: 2,930 shares 2,930 $258K 0.08% +2,077 Timeline REVS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000 $258K 0.08% new Timeline EFAV 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 loaded; 2024Q4: 3,082 shares; 2025Q1: 3,082 shares; 2025Q2: 2,820 shares; 2025Q3: 2,760 shares; 2025Q4: 2,813 shares; 2026Q1: 2,813 shares 2,813 $257K 0.08% 0 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,479 shares; 2025Q1: 10,635 shares; 2025Q2: 8,055 shares; 2025Q3: 7,028 shares; 2025Q4: 7,066 shares; 2026Q1: 5,883 shares 5,883 $256K 0.08% -1,183 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,882 shares; 2025Q1: 1,955 shares; 2025Q2: 1,955 shares; 2025Q3: 1,955 shares; 2025Q4: 1,955 shares; 2026Q1: 1,955 shares 1,955 $256K 0.08% 0 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: not loaded; 2024Q4: 6,903 shares; 2025Q1: 9,149 shares; 2025Q2: 9,150 shares; 2025Q3: 8,810 shares; 2025Q4: 8,810 shares; 2026Q1: 10,294 shares 10,294 $255K 0.08% +1,484 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 loaded; 2024Q4: 3,933 shares; 2025Q1: 3,707 shares; 2025Q2: 3,560 shares; 2025Q3: 3,264 shares; 2025Q4: 3,792 shares; 2026Q1: 3,823 shares 3,823 $252K 0.08% +31 Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,700 shares; 2025Q3: 22,700 shares; 2025Q4: 22,700 shares; 2026Q1: 22,700 shares 22,700 $251K 0.08% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,334 shares; 2025Q1: 4,761 shares; 2025Q2: 5,634 shares; 2025Q3: 5,995 shares; 2025Q4: 5,297 shares; 2026Q1: 5,421 shares 5,421 $251K 0.08% +124 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: not loaded; 2024Q4: 385 shares; 2025Q1: 385 shares; 2025Q2: 385 shares; 2025Q3: 385 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares 1,085 $249K 0.08% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 646 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $248K 0.08% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,073 shares; 2025Q1: 2,073 shares; 2025Q2: 2,064 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,006 shares 2,006 $242K 0.08% -59 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 846 shares; 2025Q2: 846 shares; 2025Q3: 846 shares; 2025Q4: 846 shares; 2026Q1: 846 shares 846 $238K 0.08% 0 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: not loaded; 2024Q4: 175 shares; 2025Q1: 182 shares; 2025Q2: 182 shares; 2025Q3: 188 shares; 2025Q4: 2,330 shares; 2026Q1: 2,471 shares 2,471 $238K 0.08% +141 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: not loaded; 2024Q4: 762 shares; 2025Q1: 773 shares; 2025Q2: 798 shares; 2025Q3: 781 shares; 2025Q4: 785 shares; 2026Q1: 785 shares 785 $237K 0.08% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,869 shares; 2025Q1: 2,941 shares; 2025Q2: 2,618 shares; 2025Q3: 2,596 shares; 2025Q4: 3,221 shares; 2026Q1: 3,288 shares 3,288 $236K 0.08% +67 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 837 shares; 2025Q1: 1,418 shares; 2025Q2: 1,011 shares; 2025Q3: 665 shares; 2025Q4: 906 shares; 2026Q1: 1,451 shares 1,451 $235K 0.08% +545 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: not loaded; 2024Q4: 5,890 shares; 2025Q1: 7,377 shares; 2025Q2: 7,377 shares; 2025Q3: 7,377 shares; 2025Q4: 7,377 shares; 2026Q1: 6,268 shares 6,268 $235K 0.08% -1,109 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: not loaded; 2024Q4: 872 shares; 2025Q1: 872 shares; 2025Q2: 872 shares; 2025Q3: 872 shares; 2025Q4: 872 shares; 2026Q1: 1,072 shares 1,072 $229K 0.07% +200 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: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,359 shares; 2025Q2: 1,459 shares; 2025Q3: 784 shares; 2025Q4: 774 shares; 2026Q1: 1,112 shares 1,112 $226K 0.07% +338 Timeline GRID 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 loaded; 2024Q4: 950 shares; 2025Q1: 950 shares; 2025Q2: 1,295 shares; 2025Q3: 1,295 shares; 2025Q4: 1,295 shares; 2026Q1: 1,375 shares 1,375 $225K 0.07% +80 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,387 shares; 2026Q1: 2,627 shares 2,627 $222K 0.07% +240 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: not loaded; 2024Q4: 4,794 shares; 2025Q1: 6,323 shares; 2025Q2: 6,367 shares; 2025Q3: 5,336 shares; 2025Q4: 5,820 shares; 2026Q1: 5,820 shares 5,820 $220K 0.07% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,029 shares 3,029 $220K 0.07% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 940 shares; 2025Q1: 1,062 shares; 2025Q2: 1,066 shares; 2025Q3: 1,070 shares; 2025Q4: 1,073 shares; 2026Q1: 1,576 shares 1,576 $220K 0.07% +503 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: not loaded; 2024Q4: 7,178 shares; 2025Q1: 8,091 shares; 2025Q2: 8,656 shares; 2025Q3: 13,395 shares; 2025Q4: 12,311 shares; 2026Q1: 12,529 shares 12,529 $215K 0.07% +218 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 791 shares; 2025Q1: 1,035 shares; 2025Q2: 982 shares; 2025Q3: 1,039 shares; 2025Q4: 1,039 shares; 2026Q1: 1,039 shares 1,039 $215K 0.07% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,760 shares; 2025Q1: 1,434 shares; 2025Q2: 1,418 shares; 2025Q3: 1,420 shares; 2025Q4: 1,588 shares; 2026Q1: 1,611 shares 1,611 $211K 0.07% +23 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 loaded; 2024Q4: 426 shares; 2025Q1: 454 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 425 shares 425 $211K 0.07% +21 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: not loaded; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 852 shares; 2026Q1: 852 shares 852 $208K 0.07% 0 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,102 shares; 2025Q3: 1,091 shares; 2025Q4: 2,426 shares; 2026Q1: 2,677 shares 2,677 $207K 0.07% +251 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 loaded; 2024Q4: 1,261 shares; 2025Q1: 2,180 shares; 2025Q2: 2,210 shares; 2025Q3: 2,197 shares; 2025Q4: 2,200 shares; 2026Q1: 2,203 shares 2,203 $207K 0.07% +3 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,715 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,715 shares; 2026Q1: 3,715 shares 3,715 $207K 0.07% 0 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: not loaded; 2024Q4: 660 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 681 shares 681 $206K 0.07% +21 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,355 shares; 2025Q1: 4,483 shares; 2025Q2: 3,139 shares; 2025Q3: 3,019 shares; 2025Q4: 2,775 shares; 2026Q1: 2,121 shares 2,121 $205K 0.07% -654 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,705 shares; 2025Q1: 2,369 shares; 2025Q2: 2,244 shares; 2025Q3: 2,229 shares; 2025Q4: 2,201 shares; 2026Q1: 2,197 shares 2,197 $205K 0.07% -4 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $204K 0.07% 0 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,074 shares; 2025Q1: 5,446 shares; 2025Q2: 5,450 shares; 2025Q3: 5,478 shares; 2025Q4: 5,337 shares; 2026Q1: 5,685 shares 5,685 $203K 0.07% +348 Timeline SCIO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,850 shares; 2025Q3: 5,850 shares; 2025Q4: 7,850 shares; 2026Q1: 9,850 shares 9,850 $203K 0.07% +2,000 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,727 shares; 2025Q1: 1,727 shares; 2025Q2: 1,587 shares; 2025Q3: 1,387 shares; 2025Q4: 1,387 shares; 2026Q1: 1,387 shares 1,387 $201K 0.07% 0 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: not loaded; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $199K 0.07% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 1,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares 5,350 $199K 0.07% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 711 shares; 2026Q1: 676 shares 676 $198K 0.06% -35 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 loaded; 2024Q4: 525 shares; 2025Q1: 551 shares; 2025Q2: 552 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 578 shares 578 $195K 0.06% +25 Timeline WEA WESTERN ASSET PREMIER BD FD More: the full row for WESTERN ASSET PREMIER BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,606 shares; 2025Q1: 18,413 shares; 2025Q2: 18,413 shares; 2025Q3: 18,413 shares; 2025Q4: 18,413 shares; 2026Q1: 18,413 shares 18,413 $195K 0.06% 0 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: not loaded; 2024Q4: 647 shares; 2025Q1: 722 shares; 2025Q2: 686 shares; 2025Q3: 687 shares; 2025Q4: 1,487 shares; 2026Q1: 1,487 shares 1,487 $191K 0.06% 0 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 loaded; 2024Q4: 1,961 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares 1,795 $190K 0.06% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 128 shares; 2025Q1: 127 shares; 2025Q2: 527 shares; 2025Q3: 527 shares; 2025Q4: 527 shares; 2026Q1: 654 shares 654 $190K 0.06% +127 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: not loaded; 2024Q4: 3,277 shares; 2025Q1: 3,226 shares; 2025Q2: 3,237 shares; 2025Q3: 3,100 shares; 2025Q4: 3,111 shares; 2026Q1: 3,122 shares 3,122 $189K 0.06% +11 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,492 shares; 2025Q1: 2,588 shares; 2025Q2: 2,538 shares; 2025Q3: 2,538 shares; 2025Q4: 2,536 shares; 2026Q1: 2,516 shares 2,516 $189K 0.06% -20 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: not loaded; 2024Q4: 1,974 shares; 2025Q1: 2,742 shares; 2025Q2: 2,690 shares; 2025Q3: 2,697 shares; 2025Q4: 2,562 shares; 2026Q1: 2,566 shares 2,566 $184K 0.06% +4 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,149 shares; 2025Q1: 25,149 shares; 2025Q2: 25,149 shares; 2025Q3: 26,125 shares; 2025Q4: 17,915 shares; 2026Q1: 17,915 shares 17,915 $182K 0.06% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,197 shares; 2025Q1: 2,381 shares; 2025Q2: 2,383 shares; 2025Q3: 2,385 shares; 2025Q4: 2,127 shares; 2026Q1: 2,628 shares 2,628 $182K 0.06% +501 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $181K 0.06% 0 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: not loaded; 2024Q4: 1,923 shares; 2025Q1: 1,973 shares; 2025Q2: 1,923 shares; 2025Q3: 1,922 shares; 2025Q4: 1,865 shares; 2026Q1: 1,747 shares 1,747 $179K 0.06% -118 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,145 shares; 2025Q1: 3,212 shares; 2025Q2: 3,267 shares; 2025Q3: 3,412 shares; 2025Q4: 3,657 shares; 2026Q1: 3,645 shares 3,645 $177K 0.06% -12 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,168 shares; 2025Q3: 16,372 shares; 2025Q4: 16,372 shares; 2026Q1: 16,763 shares 16,763 $175K 0.06% +391 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,876 shares; 2025Q3: 1,884 shares; 2025Q4: 1,894 shares; 2026Q1: 1,899 shares 1,899 $174K 0.06% +5 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,153 shares; 2025Q1: 1,845 shares; 2025Q2: 1,189 shares; 2025Q3: 1,149 shares; 2025Q4: 827 shares; 2026Q1: 779 shares 779 $171K 0.06% -48 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,636 shares; 2025Q1: 11,636 shares; 2025Q2: 13,110 shares; 2025Q3: 10,488 shares; 2025Q4: 11,453 shares; 2026Q1: 11,453 shares 11,453 $171K 0.06% 0 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 loaded; 2024Q4: 5,157 shares; 2025Q1: 5,157 shares; 2025Q2: 3,770 shares; 2025Q3: 3,770 shares; 2025Q4: 4,810 shares; 2026Q1: 4,810 shares 4,810 $170K 0.06% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,096 shares; 2025Q1: 6,750 shares; 2025Q2: 5,004 shares; 2025Q3: 5,842 shares; 2025Q4: 5,527 shares; 2026Q1: 5,540 shares 5,540 $169K 0.06% +13 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: not loaded; 2024Q4: 3,076 shares; 2025Q1: 3,076 shares; 2025Q2: 3,078 shares; 2025Q3: 2,901 shares; 2025Q4: 1,802 shares; 2026Q1: 1,803 shares 1,803 $168K 0.05% +1 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: not loaded; 2024Q4: 6,782 shares; 2025Q1: 6,782 shares; 2025Q2: 6,782 shares; 2025Q3: 6,782 shares; 2025Q4: 6,582 shares; 2026Q1: 5,365 shares 5,365 $165K 0.05% -1,217 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,315 shares; 2025Q1: 7,818 shares; 2025Q2: 8,090 shares; 2025Q3: 7,820 shares; 2025Q4: 7,572 shares; 2026Q1: 7,793 shares 7,793 $165K 0.05% +221 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 850 shares; 2025Q3: 1,050 shares; 2025Q4: 850 shares; 2026Q1: 850 shares 850 $163K 0.05% 0 Timeline GNR 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: not loaded; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,339 shares; 2025Q3: 2,356 shares; 2025Q4: 2,223 shares; 2026Q1: 2,181 shares 2,181 $163K 0.05% -42 Timeline IAT 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 loaded; 2024Q4: 2,863 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 2,980 shares; 2025Q4: 2,980 shares; 2026Q1: 2,980 shares 2,980 $160K 0.05% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,112 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $160K 0.05% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,091 shares; 2025Q1: 1,091 shares; 2025Q2: 1,091 shares; 2025Q3: 1,091 shares; 2025Q4: 1,091 shares; 2026Q1: 1,091 shares 1,091 $159K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 273 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 273 shares; 2026Q1: 318 shares 318 $159K 0.05% +45 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,147 shares; 2025Q1: 3,147 shares; 2025Q2: 3,150 shares; 2025Q3: 3,208 shares; 2025Q4: 3,284 shares; 2026Q1: 3,284 shares 3,284 $158K 0.05% 0 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,750 shares; 2025Q1: 6,450 shares; 2025Q2: 6,450 shares; 2025Q3: 6,450 shares; 2025Q4: 6,450 shares; 2026Q1: 6,330 shares 6,330 $157K 0.05% -120 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,703 shares; 2025Q1: 1,703 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,703 shares; 2026Q1: 1,597 shares 1,597 $154K 0.05% -106 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 3,045 shares; 2025Q3: 3,045 shares; 2025Q4: 3,045 shares; 2026Q1: 3,045 shares 3,045 $154K 0.05% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $153K 0.05% new Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 5,027 shares; 2025Q3: 5,027 shares; 2025Q4: 5,027 shares; 2026Q1: 4,309 shares 4,309 $153K 0.05% -718 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: not loaded; 2024Q4: 1,495 shares; 2025Q1: 1,540 shares; 2025Q2: 1,508 shares; 2025Q3: 1,466 shares; 2025Q4: 1,376 shares; 2026Q1: 1,379 shares 1,379 $152K 0.05% +3 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 loaded; 2024Q4: 1,825 shares; 2025Q1: 1,825 shares; 2025Q2: 1,646 shares; 2025Q3: 1,647 shares; 2025Q4: 1,628 shares; 2026Q1: 1,629 shares 1,629 $151K 0.05% +1 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: not loaded; 2024Q4: 221 shares; 2025Q1: 250 shares; 2025Q2: 270 shares; 2025Q3: 292 shares; 2025Q4: 298 shares; 2026Q1: 248 shares 248 $150K 0.05% -50 Timeline NEAR 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 loaded; 2024Q4: 3,464 shares; 2025Q1: 3,271 shares; 2025Q2: 3,082 shares; 2025Q3: 2,964 shares; 2025Q4: 2,913 shares; 2026Q1: 2,921 shares 2,921 $149K 0.05% +8 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $147K 0.05% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 850 shares; 2025Q1: 3,923 shares; 2025Q2: 3,923 shares; 2025Q3: 3,923 shares; 2025Q4: 3,844 shares; 2026Q1: 3,844 shares 3,844 $147K 0.05% 0 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,438 shares; 2025Q1: 3,374 shares; 2025Q2: 3,392 shares; 2025Q3: 3,342 shares; 2025Q4: 3,385 shares; 2026Q1: 3,385 shares 3,385 $144K 0.05% 0 Timeline JPUS 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 loaded; 2024Q4: not reported; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $143K 0.05% 0 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,653 shares; 2025Q1: 26,494 shares; 2025Q2: 26,494 shares; 2025Q3: 25,463 shares; 2025Q4: 13,435 shares; 2026Q1: 13,185 shares 13,185 $143K 0.05% -250 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,521 shares; 2025Q1: 4,104 shares; 2025Q2: 3,983 shares; 2025Q3: 3,985 shares; 2025Q4: 3,875 shares; 2026Q1: 3,880 shares 3,880 $143K 0.05% +5 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: not loaded; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 4,525 shares; 2025Q3: 4,525 shares; 2025Q4: 4,525 shares; 2026Q1: 4,525 shares 4,525 $142K 0.05% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $139K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,420 shares; 2025Q1: 1,420 shares; 2025Q2: 1,420 shares; 2025Q3: 1,420 shares; 2025Q4: 1,420 shares; 2026Q1: 1,420 shares 1,420 $138K 0.05% 0 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 loaded; 2024Q4: 1,979 shares; 2025Q1: 2,069 shares; 2025Q2: 2,085 shares; 2025Q3: 2,183 shares; 2025Q4: 2,200 shares; 2026Q1: 2,255 shares 2,255 $138K 0.05% +55 Timeline STIP 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 loaded; 2024Q4: 461 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 788 shares; 2026Q1: 1,326 shares 1,326 $137K 0.04% +538 Timeline SPHB 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 loaded; 2024Q4: 1,566 shares; 2025Q1: 1,184 shares; 2025Q2: 1,209 shares; 2025Q3: 1,209 shares; 2025Q4: 1,216 shares; 2026Q1: 1,180 shares 1,180 $137K 0.04% -36 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,669 shares; 2025Q1: 12,728 shares; 2025Q2: 12,452 shares; 2025Q3: 13,324 shares; 2025Q4: 12,762 shares; 2026Q1: 3,350 shares 3,350 $137K 0.04% -9,412 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,260 shares; 2025Q1: 1,260 shares; 2025Q2: 1,389 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,389 shares 1,389 $136K 0.04% 0 Timeline EMLP 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 loaded; 2024Q4: 3,131 shares; 2025Q1: 3,145 shares; 2025Q2: 3,156 shares; 2025Q3: 3,070 shares; 2025Q4: 3,083 shares; 2026Q1: 3,094 shares 3,094 $135K 0.04% +11 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: not loaded; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $135K 0.04% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,886 shares; 2026Q1: 8,049 shares 8,049 $134K 0.04% -837 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,215 shares; 2025Q1: 2,323 shares; 2025Q2: 2,323 shares; 2025Q3: 2,179 shares; 2025Q4: 2,461 shares; 2026Q1: 2,425 shares 2,425 $131K 0.04% -36 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,632 shares; 2025Q1: 1,769 shares; 2025Q2: 1,766 shares; 2025Q3: 1,484 shares; 2025Q4: 2,905 shares; 2026Q1: 2,846 shares 2,846 $131K 0.04% -59 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 828 shares; 2025Q1: 860 shares; 2025Q2: 866 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $130K 0.04% 0 Timeline IFRA 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 loaded; 2024Q4: 2,835 shares; 2025Q1: 2,955 shares; 2025Q2: 2,955 shares; 2025Q3: 2,755 shares; 2025Q4: 2,628 shares; 2026Q1: 2,240 shares 2,240 $128K 0.04% -388 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,151 shares; 2025Q1: 1,920 shares; 2025Q2: 1,856 shares; 2025Q3: 1,858 shares; 2025Q4: 1,794 shares; 2026Q1: 1,796 shares 1,796 $127K 0.04% +2 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: not loaded; 2024Q4: 2,275 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $126K 0.04% 0 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: not loaded; 2024Q4: 649 shares; 2025Q1: 650 shares; 2025Q2: 652 shares; 2025Q3: 653 shares; 2025Q4: 653 shares; 2026Q1: 653 shares 653 $125K 0.04% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57 shares; 2025Q1: 3,057 shares; 2025Q2: 3,058 shares; 2025Q3: 2,459 shares; 2025Q4: 2,460 shares; 2026Q1: 2,460 shares 2,460 $125K 0.04% 0 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: not loaded; 2024Q4: 3,328 shares; 2025Q1: 3,553 shares; 2025Q2: 3,740 shares; 2025Q3: 4,118 shares; 2025Q4: 4,195 shares; 2026Q1: 4,125 shares 4,125 $125K 0.04% -70 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 loaded; 2024Q4: 361 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $124K 0.04% 0 Timeline BLDX IMPAX FUNDS SERIES TRUST I More: the full row for IMPAX FUNDS SERIES TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,829 shares 4,829 $124K 0.04% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,555 shares; 2025Q1: 2,655 shares; 2025Q2: 2,540 shares; 2025Q3: 2,475 shares; 2025Q4: 2,475 shares; 2026Q1: 2,475 shares 2,475 $123K 0.04% 0 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 loaded; 2024Q4: 1,212 shares; 2025Q1: 1,615 shares; 2025Q2: 1,615 shares; 2025Q3: 1,602 shares; 2025Q4: 1,602 shares; 2026Q1: 1,699 shares 1,699 $122K 0.04% +97 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 loaded; 2024Q4: 225 shares; 2025Q1: 282 shares; 2025Q2: 268 shares; 2025Q3: 268 shares; 2025Q4: 243 shares; 2026Q1: 216 shares 216 $122K 0.04% -27 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,609 shares; 2025Q1: 10,294 shares; 2025Q2: 8,045 shares; 2025Q3: 6,969 shares; 2025Q4: 6,319 shares; 2026Q1: 3,619 shares 3,619 $121K 0.04% -2,700 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: not loaded; 2024Q4: 4,938 shares; 2025Q1: 4,940 shares; 2025Q2: 4,892 shares; 2025Q3: 4,892 shares; 2025Q4: 4,892 shares; 2026Q1: 4,892 shares 4,892 $121K 0.04% 0 Timeline UHT UNIVERSAL HEALTH RLTY INCOME More: the full row for UNIVERSAL HEALTH RLTY INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,988 shares; 2025Q1: 2,988 shares; 2025Q2: 2,988 shares; 2025Q3: 2,988 shares; 2025Q4: 2,988 shares; 2026Q1: 2,988 shares 2,988 $121K 0.04% 0 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,550 shares; 2025Q1: 2,769 shares; 2025Q2: 2,628 shares; 2025Q3: 2,420 shares; 2025Q4: 2,283 shares; 2026Q1: 2,503 shares 2,503 $120K 0.04% +220 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 loaded; 2024Q4: 107 shares; 2025Q1: 130 shares; 2025Q2: 130 shares; 2025Q3: 129 shares; 2025Q4: 635 shares; 2026Q1: 1,147 shares 1,147 $120K 0.04% +512 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,167 shares; 2025Q1: 1,175 shares; 2025Q2: 1,088 shares; 2025Q3: 1,147 shares; 2025Q4: 966 shares; 2026Q1: 1,031 shares 1,031 $120K 0.04% +65 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: not loaded; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 433 shares; 2025Q3: 183 shares; 2025Q4: 201 shares; 2026Q1: 206 shares 206 $119K 0.04% +5 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,117 shares; 2025Q1: 4,117 shares; 2025Q2: 4,117 shares; 2025Q3: 4,117 shares; 2025Q4: 4,117 shares; 2026Q1: 4,117 shares 4,117 $118K 0.04% 0 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $118K 0.04% 0 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: not loaded; 2024Q4: 148 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 305 shares; 2026Q1: 350 shares 350 $115K 0.04% +45 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,802 shares; 2025Q3: 5,672 shares; 2025Q4: 5,672 shares; 2026Q1: 5,922 shares 5,922 $114K 0.04% +250 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 545 shares; 2025Q1: 545 shares; 2025Q2: 485 shares; 2025Q3: 469 shares; 2025Q4: 467 shares; 2026Q1: 461 shares 461 $114K 0.04% -6 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $113K 0.04% 0 Timeline USPX 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 loaded; 2024Q4: 1,945 shares; 2025Q1: 1,945 shares; 2025Q2: 1,945 shares; 2025Q3: 1,945 shares; 2025Q4: 1,945 shares; 2026Q1: 1,945 shares 1,945 $111K 0.04% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,463 shares; 2025Q1: 2,413 shares; 2025Q2: 2,413 shares; 2025Q3: 2,413 shares; 2025Q4: 2,413 shares; 2026Q1: 2,413 shares 2,413 $108K 0.04% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 582 shares; 2025Q1: 582 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares 811 $107K 0.04% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,198 shares; 2025Q1: 2,419 shares; 2025Q2: 2,122 shares; 2025Q3: 2,100 shares; 2025Q4: 2,136 shares; 2026Q1: 2,172 shares 2,172 $107K 0.04% +36 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 loaded; 2024Q4: 1,164 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,109 shares 1,109 $107K 0.03% -155 Timeline RDVI 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 loaded; 2024Q4: 1,628 shares; 2025Q1: 1,500 shares; 2025Q2: 4,169 shares; 2025Q3: 4,169 shares; 2025Q4: 4,169 shares; 2026Q1: 4,169 shares 4,169 $107K 0.03% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 568 shares; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 584 shares; 2026Q1: 584 shares 584 $106K 0.03% 0 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,258 shares; 2025Q1: 1,258 shares; 2025Q2: 1,258 shares; 2025Q3: 1,258 shares; 2025Q4: 1,566 shares; 2026Q1: 1,566 shares 1,566 $106K 0.03% 0 Timeline FLQL 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 loaded; 2024Q4: 1,611 shares; 2025Q1: 1,561 shares; 2025Q2: 1,561 shares; 2025Q3: 1,561 shares; 2025Q4: 1,561 shares; 2026Q1: 1,561 shares 1,561 $106K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,460 shares; 2025Q3: 1,460 shares; 2025Q4: 1,460 shares; 2026Q1: 1,460 shares 1,460 $104K 0.03% 0 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: not loaded; 2024Q4: 689 shares; 2025Q1: 839 shares; 2025Q2: 987 shares; 2025Q3: 1,222 shares; 2025Q4: 1,174 shares; 2026Q1: 1,155 shares 1,155 $103K 0.03% -19 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,086 shares 2,086 $103K 0.03% new 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 loaded; 2024Q4: 516 shares; 2025Q1: 728 shares; 2025Q2: 728 shares; 2025Q3: 728 shares; 2025Q4: 728 shares; 2026Q1: 638 shares 638 $102K 0.03% -90 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,262 shares; 2025Q1: 2,359 shares; 2025Q2: 2,184 shares; 2025Q3: 2,203 shares; 2025Q4: 2,159 shares; 2026Q1: 2,104 shares 2,104 $102K 0.03% -55 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,700 shares; 2025Q2: 7,375 shares; 2025Q3: 7,375 shares; 2025Q4: 7,375 shares; 2026Q1: 7,375 shares 7,375 $101K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,900 shares; 2025Q1: 1,940 shares; 2025Q2: 1,990 shares; 2025Q3: 1,548 shares; 2025Q4: 1,548 shares; 2026Q1: 1,548 shares 1,548 $101K 0.03% 0 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: not loaded; 2024Q4: 1,356 shares; 2025Q1: 1,202 shares; 2025Q2: 1,194 shares; 2025Q3: 916 shares; 2025Q4: 918 shares; 2026Q1: 1,223 shares 1,223 $100K 0.03% +305 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 730 shares; 2025Q1: 730 shares; 2025Q2: 730 shares; 2025Q3: 750 shares; 2025Q4: 730 shares; 2026Q1: 730 shares 730 $100K 0.03% 0 Timeline FLDR 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 loaded; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $100K 0.03% 0 Timeline IXN 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 loaded; 2024Q4: 752 shares; 2025Q1: 752 shares; 2025Q2: 852 shares; 2025Q3: 852 shares; 2025Q4: 853 shares; 2026Q1: 994 shares 994 $99.3K 0.03% +141 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,966 shares; 2025Q1: 1,981 shares; 2025Q2: 1,908 shares; 2025Q3: 1,924 shares; 2025Q4: 1,941 shares; 2026Q1: 1,958 shares 1,958 $99.2K 0.03% +17 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 81 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $99.1K 0.03% 0 Timeline IYF 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 loaded; 2024Q4: 825 shares; 2025Q1: 825 shares; 2025Q2: 825 shares; 2025Q3: 825 shares; 2025Q4: 825 shares; 2026Q1: 825 shares 825 $97.1K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,154 shares; 2025Q1: 4,156 shares; 2025Q2: 4,158 shares; 2025Q3: 4,159 shares; 2025Q4: 4,835 shares; 2026Q1: 4,837 shares 4,837 $97K 0.03% +2 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 734 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 873 shares; 2025Q4: 951 shares; 2026Q1: 1,096 shares 1,096 $97K 0.03% +145 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 loaded; 2024Q4: 1,205 shares; 2025Q1: 1,330 shares; 2025Q2: 1,330 shares; 2025Q3: 1,330 shares; 2025Q4: 1,330 shares; 2026Q1: 1,330 shares 1,330 $96.8K 0.03% 0 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,787 shares; 2025Q1: 4,116 shares; 2025Q2: 4,537 shares; 2025Q3: 4,641 shares; 2025Q4: 5,438 shares; 2026Q1: 5,639 shares 5,639 $96.5K 0.03% +201 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 1,020 shares; 2025Q4: 1,302 shares; 2026Q1: 687 shares 687 $96.4K 0.03% -615 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: not loaded; 2024Q4: 2,872 shares; 2025Q1: 2,674 shares; 2025Q2: 2,385 shares; 2025Q3: 1,520 shares; 2025Q4: 1,449 shares; 2026Q1: 1,086 shares 1,086 $94.1K 0.03% -363 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 943 shares; 2025Q3: 994 shares; 2025Q4: 1,044 shares; 2026Q1: 827 shares 827 $92.1K 0.03% -217 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: not loaded; 2024Q4: 407 shares; 2025Q1: 758 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 766 shares; 2026Q1: 927 shares 927 $92K 0.03% +161 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: not loaded; 2024Q4: 300 shares; 2025Q1: 299 shares; 2025Q2: 301 shares; 2025Q3: 301 shares; 2025Q4: 304 shares; 2026Q1: 304 shares 304 $91.9K 0.03% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 700 shares 700 $91.9K 0.03% -100 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 489 shares; 2025Q1: 803 shares; 2025Q2: 804 shares; 2025Q3: 793 shares; 2025Q4: 867 shares; 2026Q1: 1,081 shares 1,081 $91.7K 0.03% +214 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 311 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 347 shares; 2025Q4: 348 shares; 2026Q1: 185 shares 185 $90.9K 0.03% -163 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,062 shares; 2025Q1: 3,284 shares; 2025Q2: 2,823 shares; 2025Q3: 2,721 shares; 2025Q4: 2,050 shares; 2026Q1: 1,827 shares 1,827 $90.8K 0.03% -223 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $90.4K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 183 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $90.2K 0.03% 0 Timeline SJNK 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 loaded; 2024Q4: 3,575 shares; 2025Q1: 3,577 shares; 2025Q2: 3,582 shares; 2025Q3: 3,585 shares; 2025Q4: 3,590 shares; 2026Q1: 3,592 shares 3,592 $89.7K 0.03% +2 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: not loaded; 2024Q4: 1,138 shares; 2025Q1: 918 shares; 2025Q2: 912 shares; 2025Q3: 1,063 shares; 2025Q4: 1,114 shares; 2026Q1: 1,122 shares 1,122 $89.2K 0.03% +8 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: not loaded; 2024Q4: 1,987 shares; 2025Q1: 1,413 shares; 2025Q2: 1,182 shares; 2025Q3: 1,183 shares; 2025Q4: 942 shares; 2026Q1: 922 shares 922 $89K 0.03% -20 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares 524 $88.6K 0.03% 0 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,962 shares; 2025Q1: 1,951 shares; 2025Q2: 1,979 shares; 2025Q3: 1,928 shares; 2025Q4: 1,945 shares; 2026Q1: 1,932 shares 1,932 $88.4K 0.03% -13 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,005 shares; 2025Q1: 1,005 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $88K 0.03% 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 loaded; 2024Q4: 765 shares; 2025Q1: 1,046 shares; 2025Q2: 997 shares; 2025Q3: 999 shares; 2025Q4: 999 shares; 2026Q1: 696 shares 696 $87.9K 0.03% -303 Timeline UDIV 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 loaded; 2024Q4: 1,460 shares; 2025Q1: 1,460 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $87.7K 0.03% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 510 shares 510 $86.1K 0.03% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 256 shares; 2025Q1: 258 shares; 2025Q2: 259 shares; 2025Q3: 261 shares; 2025Q4: 262 shares; 2026Q1: 1,964 shares 1,964 $84.7K 0.03% +1,702 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,420 shares; 2025Q4: 1,440 shares; 2026Q1: 1,440 shares 1,440 $84.2K 0.03% 0 Timeline MINT 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 loaded; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 26 shares; 2025Q3: 27 shares; 2025Q4: 827 shares; 2026Q1: 827 shares 827 $83.2K 0.03% 0 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: not loaded; 2024Q4: 2,263 shares; 2025Q1: 2,705 shares; 2025Q2: 2,685 shares; 2025Q3: 3,033 shares; 2025Q4: 2,900 shares; 2026Q1: 1,451 shares 1,451 $82.2K 0.03% -1,449 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,393 shares; 2025Q1: 1,393 shares; 2025Q2: 1,393 shares; 2025Q3: 1,393 shares; 2025Q4: 1,393 shares; 2026Q1: 1,393 shares 1,393 $82.2K 0.03% 0 Timeline IYK 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 loaded; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $81.9K 0.03% 0 Timeline XJH 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 loaded; 2024Q4: 1,703 shares; 2025Q1: 1,746 shares; 2025Q2: 1,833 shares; 2025Q3: 1,841 shares; 2025Q4: 1,758 shares; 2026Q1: 1,805 shares 1,805 $81.9K 0.03% +47 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 loaded; 2024Q4: 429 shares; 2025Q1: 432 shares; 2025Q2: 435 shares; 2025Q3: 465 shares; 2025Q4: 468 shares; 2026Q1: 446 shares 446 $81.3K 0.03% -22 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: not loaded; 2024Q4: 1,202 shares; 2025Q1: 1,202 shares; 2025Q2: 1,151 shares; 2025Q3: 1,186 shares; 2025Q4: 1,528 shares; 2026Q1: 1,561 shares 1,561 $78.6K 0.03% +33 Timeline RWR 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 loaded; 2024Q4: 723 shares; 2025Q1: 790 shares; 2025Q2: 731 shares; 2025Q3: 762 shares; 2025Q4: 774 shares; 2026Q1: 763 shares 763 $77.1K 0.03% -11 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: not loaded; 2024Q4: 145 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 182 shares; 2025Q4: 182 shares; 2026Q1: 167 shares 167 $77K 0.03% -15 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 342 shares; 2025Q1: 342 shares; 2025Q2: 342 shares; 2025Q3: 342 shares; 2025Q4: 342 shares; 2026Q1: 342 shares 342 $76.8K 0.03% 0 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 896 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 896 shares; 2025Q4: 896 shares; 2026Q1: 896 shares 896 $76.2K 0.02% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $76.2K 0.02% 0 Timeline AIRI AIR INDS GROUP More: the full row for AIR INDS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,944 shares; 2025Q1: 23,486 shares; 2025Q2: 23,486 shares; 2025Q3: 23,486 shares; 2025Q4: 23,486 shares; 2026Q1: 23,486 shares 23,486 $75.9K 0.02% 0 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: not loaded; 2024Q4: 940 shares; 2025Q1: 924 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 953 shares; 2026Q1: 963 shares 963 $75.5K 0.02% +10 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $75.3K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 268 shares; 2025Q1: 484 shares; 2025Q2: 484 shares; 2025Q3: 484 shares; 2025Q4: 484 shares; 2026Q1: 484 shares 484 $75.3K 0.02% 0 Timeline FNLC FIRST BANCORP INC ME More: the full row for FIRST BANCORP INC ME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,275 shares; 2025Q1: 3,275 shares; 2025Q2: 3,275 shares; 2025Q3: 2,675 shares; 2025Q4: 2,675 shares; 2026Q1: 2,675 shares 2,675 $75K 0.02% 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: not loaded; 2024Q4: 564 shares; 2025Q1: 569 shares; 2025Q2: 559 shares; 2025Q3: 569 shares; 2025Q4: 585 shares; 2026Q1: 514 shares 514 $74.9K 0.02% -71 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 loaded; 2024Q4: 1,352 shares; 2025Q1: 1,445 shares; 2025Q2: 1,445 shares; 2025Q3: 1,445 shares; 2025Q4: 1,445 shares; 2026Q1: 1,610 shares 1,610 $73.4K 0.02% +165 Timeline IXG 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 loaded; 2024Q4: 644 shares; 2025Q1: 644 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 644 shares; 2026Q1: 644 shares 644 $73.4K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 102 shares; 2025Q4: 102 shares; 2026Q1: 100 shares 100 $72.9K 0.02% -2 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares 1,761 $72.4K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,359 shares; 2025Q1: 1,174 shares; 2025Q2: 1,127 shares; 2025Q3: 1,211 shares; 2025Q4: 1,107 shares; 2026Q1: 1,017 shares 1,017 $72.3K 0.02% -90 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 650 shares 650 $71.8K 0.02% +10 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: not loaded; 2024Q4: 353 shares; 2025Q1: 353 shares; 2025Q2: 353 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $71.7K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 207 shares; 2025Q1: 208 shares; 2025Q2: 210 shares; 2025Q3: 206 shares; 2025Q4: 209 shares; 2026Q1: 904 shares 904 $71.7K 0.02% +695 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 882 shares; 2025Q1: 928 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 1,021 shares; 2026Q1: 1,074 shares 1,074 $71.4K 0.02% +53 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,178 shares; 2025Q1: 2,048 shares; 2025Q2: 2,286 shares; 2025Q3: 2,368 shares; 2025Q4: 1,888 shares; 2026Q1: 1,786 shares 1,786 $70.4K 0.02% -102 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,484 shares; 2025Q1: 3,502 shares; 2025Q2: 3,331 shares; 2025Q3: 3,098 shares; 2025Q4: 3,076 shares; 2026Q1: 3,016 shares 3,016 $69.1K 0.02% -60 Timeline FTDS 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 loaded; 2024Q4: 1,403 shares; 2025Q1: 1,155 shares; 2025Q2: 1,155 shares; 2025Q3: 1,155 shares; 2025Q4: 1,209 shares; 2026Q1: 1,124 shares 1,124 $67.8K 0.02% -85 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: not loaded; 2024Q4: 750 shares; 2025Q1: 896 shares; 2025Q2: 863 shares; 2025Q3: 863 shares; 2025Q4: 875 shares; 2026Q1: 830 shares 830 $67.6K 0.02% -45 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 317 shares; 2025Q1: 452 shares; 2025Q2: 702 shares; 2025Q3: 1,184 shares; 2025Q4: 1,816 shares; 2026Q1: 1,884 shares 1,884 $67.6K 0.02% +68 Timeline SLQD 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 loaded; 2024Q4: 1,230 shares; 2025Q1: 1,240 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,327 shares; 2026Q1: 1,327 shares 1,327 $67K 0.02% 0 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: not loaded; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 886 shares; 2025Q3: 808 shares; 2025Q4: 1,154 shares; 2026Q1: 1,154 shares 1,154 $66.5K 0.02% 0 Timeline DBEF 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: not loaded; 2024Q4: 1,346 shares; 2025Q1: 1,346 shares; 2025Q2: 1,346 shares; 2025Q3: 1,346 shares; 2025Q4: 1,346 shares; 2026Q1: 1,346 shares 1,346 $66.5K 0.02% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 163 shares; 2025Q4: 267 shares; 2026Q1: 307 shares 307 $66.5K 0.02% +40 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 959 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,033 shares; 2026Q1: 767 shares 767 $66.5K 0.02% -266 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $66K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 157 shares; 2025Q4: 157 shares; 2026Q1: 157 shares 157 $65.4K 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: not loaded; 2024Q4: 181 shares; 2025Q1: 181 shares; 2025Q2: 181 shares; 2025Q3: 181 shares; 2025Q4: 181 shares; 2026Q1: 181 shares 181 $64.5K 0.02% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 577 shares; 2025Q1: 788 shares; 2025Q2: 793 shares; 2025Q3: 648 shares; 2025Q4: 652 shares; 2026Q1: 656 shares 656 $63.8K 0.02% +4 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 157 shares; 2025Q3: 155 shares; 2025Q4: 344 shares; 2026Q1: 421 shares 421 $63K 0.02% +77 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 368 shares 368 $62.9K 0.02% +221 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 loaded; 2024Q4: 573 shares; 2025Q1: 573 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $62.9K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,597 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $62.7K 0.02% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,217 shares; 2025Q1: 1,194 shares; 2025Q2: 1,195 shares; 2025Q3: 1,201 shares; 2025Q4: 1,201 shares; 2026Q1: 1,242 shares 1,242 $62K 0.02% +41 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 894 shares; 2025Q1: 894 shares; 2025Q2: 894 shares; 2025Q3: 894 shares; 2025Q4: 906 shares; 2026Q1: 938 shares 938 $61.6K 0.02% +32 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 loaded; 2024Q4: 396 shares; 2025Q1: 657 shares; 2025Q2: 657 shares; 2025Q3: 736 shares; 2025Q4: 736 shares; 2026Q1: 736 shares 736 $61.6K 0.02% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares 2,365 $61.6K 0.02% 0 Timeline FTEC 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: not loaded; 2024Q4: 295 shares; 2025Q1: 295 shares; 2025Q2: 295 shares; 2025Q3: 295 shares; 2025Q4: 295 shares; 2026Q1: 295 shares 295 $61.4K 0.02% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,725 shares; 2025Q1: 5,617 shares; 2025Q2: 5,760 shares; 2025Q3: 5,616 shares; 2025Q4: 5,616 shares; 2026Q1: 1,833 shares 1,833 $61.2K 0.02% -3,783 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 525 shares; 2025Q1: 525 shares; 2025Q2: 971 shares; 2025Q3: 971 shares; 2025Q4: 971 shares; 2026Q1: 881 shares 881 $61.2K 0.02% -90 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: not loaded; 2024Q4: 416 shares; 2025Q1: 416 shares; 2025Q2: 416 shares; 2025Q3: 416 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $60.6K 0.02% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,671 shares; 2025Q1: 1,710 shares; 2025Q2: 1,660 shares; 2025Q3: 1,421 shares; 2025Q4: 1,422 shares; 2026Q1: 1,432 shares 1,432 $60.4K 0.02% +10 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: not loaded; 2024Q4: 658 shares; 2025Q1: 551 shares; 2025Q2: 494 shares; 2025Q3: 355 shares; 2025Q4: 685 shares; 2026Q1: 550 shares 550 $60.3K 0.02% -135 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 967 shares; 2025Q3: 967 shares; 2025Q4: 967 shares; 2026Q1: 967 shares 967 $60.2K 0.02% 0 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 loaded; 2024Q4: 2,467 shares; 2025Q1: 1,855 shares; 2025Q2: 1,460 shares; 2025Q3: 1,197 shares; 2025Q4: 1,204 shares; 2026Q1: 1,179 shares 1,179 $59.9K 0.02% -25 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 746 shares; 2025Q1: 1,043 shares; 2025Q2: 950 shares; 2025Q3: 888 shares; 2025Q4: 519 shares; 2026Q1: 519 shares 519 $59.8K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 535 shares; 2025Q1: 610 shares; 2025Q2: 476 shares; 2025Q3: 476 shares; 2025Q4: 476 shares; 2026Q1: 476 shares 476 $59.7K 0.02% 0 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: not loaded; 2024Q4: 1,893 shares; 2025Q1: 2,523 shares; 2025Q2: 2,539 shares; 2025Q3: 2,538 shares; 2025Q4: 2,552 shares; 2026Q1: 1,146 shares 1,146 $59.6K 0.02% -1,406 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 704 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $59.6K 0.02% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 648 shares; 2025Q1: 648 shares; 2025Q2: 648 shares; 2025Q3: 648 shares; 2025Q4: 648 shares; 2026Q1: 648 shares 648 $59.5K 0.02% 0 Timeline IGHG 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 loaded; 2024Q4: 1,948 shares; 2025Q1: 1,964 shares; 2025Q2: 1,991 shares; 2025Q3: 2,017 shares; 2025Q4: 759 shares; 2026Q1: 766 shares 766 $59.5K 0.02% +7 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 125 shares; 2025Q1: 258 shares; 2025Q2: 258 shares; 2025Q3: 258 shares; 2025Q4: 258 shares; 2026Q1: 258 shares 258 $59.5K 0.02% 0 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,047 shares; 2025Q1: 3,047 shares; 2025Q2: 3,047 shares; 2025Q3: 2,647 shares; 2025Q4: 2,647 shares; 2026Q1: 2,647 shares 2,647 $58.9K 0.02% 0 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: not loaded; 2024Q4: 1,070 shares; 2025Q1: 943 shares; 2025Q2: 931 shares; 2025Q3: 568 shares; 2025Q4: 568 shares; 2026Q1: 530 shares 530 $58.7K 0.02% -38 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 loaded; 2024Q4: 1,317 shares; 2025Q1: 1,735 shares; 2025Q2: 1,735 shares; 2025Q3: 1,735 shares; 2025Q4: 1,735 shares; 2026Q1: 1,735 shares 1,735 $58.2K 0.02% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 91 shares; 2026Q1: 91 shares 91 $57.8K 0.02% 0 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,250 shares 1,250 $55.8K 0.02% new Timeline CEF 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 loaded; 2024Q4: 444 shares; 2025Q1: 484 shares; 2025Q2: 1,709 shares; 2025Q3: 1,717 shares; 2025Q4: 1,391 shares; 2026Q1: 1,166 shares 1,166 $55.6K 0.02% -225 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $55.4K 0.02% 0 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 loaded; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,636 shares; 2025Q4: 1,347 shares; 2026Q1: 1,347 shares 1,347 $55K 0.02% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,300 shares; 2025Q3: 1,300 shares; 2025Q4: 1,300 shares; 2026Q1: 1,300 shares 1,300 $54.9K 0.02% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 424 shares; 2025Q1: 659 shares; 2025Q2: 755 shares; 2025Q3: 841 shares; 2025Q4: 591 shares; 2026Q1: 396 shares 396 $54.8K 0.02% -195 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: not loaded; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 1,158 shares; 2025Q3: 1,171 shares; 2025Q4: 1,185 shares; 2026Q1: 1,197 shares 1,197 $54.5K 0.02% +12 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,012 shares; 2026Q1: 900 shares 900 $54.4K 0.02% -1,112 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: not loaded; 2024Q4: 420 shares; 2025Q1: 420 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 420 shares; 2026Q1: 420 shares 420 $53.8K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 590 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 590 shares 590 $53.7K 0.02% 0 Timeline AOK 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 loaded; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares; 2025Q3: 1,386 shares; 2025Q4: 1,386 shares; 2026Q1: 1,337 shares 1,337 $53.3K 0.02% -49 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 loaded; 2024Q4: 119 shares; 2025Q1: 169 shares; 2025Q2: 106 shares; 2025Q3: 106 shares; 2025Q4: 206 shares; 2026Q1: 250 shares 250 $52.5K 0.02% +44 Timeline JMST 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,026 shares 1,026 $52.3K 0.02% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $52.1K 0.02% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 502 shares; 2025Q4: 589 shares; 2026Q1: 873 shares 873 $51.8K 0.02% +284 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 286 shares; 2025Q1: 287 shares; 2025Q2: 745 shares; 2025Q3: 703 shares; 2025Q4: 706 shares; 2026Q1: 1,076 shares 1,076 $51.5K 0.02% +370 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: not loaded; 2024Q4: 327 shares; 2025Q1: 327 shares; 2025Q2: 327 shares; 2025Q3: 327 shares; 2025Q4: 327 shares; 2026Q1: 327 shares 327 $51.5K 0.02% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,210 shares; 2025Q1: 1,214 shares; 2025Q2: 1,220 shares; 2025Q3: 925 shares; 2025Q4: 715 shares; 2026Q1: 720 shares 720 $51.2K 0.02% +5 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: not loaded; 2024Q4: 11,755 shares; 2025Q1: 16,755 shares; 2025Q2: 12,755 shares; 2025Q3: 12,705 shares; 2025Q4: 1,855 shares; 2026Q1: 1,780 shares 1,780 $51K 0.02% -75 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 loaded; 2024Q4: 220 shares; 2025Q1: 309 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $50.7K 0.02% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,159 shares; 2025Q4: 734 shares; 2026Q1: 605 shares 605 $49.4K 0.02% -129 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 265 shares; 2026Q1: 323 shares 323 $49.3K 0.02% +58 Timeline WCMI 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 2,939 shares 2,939 $49.3K 0.02% +2,639 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 667 shares; 2025Q1: 710 shares; 2025Q2: 679 shares; 2025Q3: 679 shares; 2025Q4: 679 shares; 2026Q1: 679 shares 679 $48K 0.02% 0 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 loaded; 2024Q4: 120 shares; 2025Q1: 189 shares; 2025Q2: 190 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $48K 0.02% 0 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: not loaded; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 669 shares; 2025Q3: 669 shares; 2025Q4: 669 shares; 2026Q1: 590 shares 590 $47K 0.02% -79 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,258 shares; 2025Q1: 1,333 shares; 2025Q2: 1,323 shares; 2025Q3: 1,389 shares; 2025Q4: 1,620 shares; 2026Q1: 1,382 shares 1,382 $46.9K 0.02% -238 Timeline DMXF 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 loaded; 2024Q4: 622 shares; 2025Q1: 622 shares; 2025Q2: 622 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $46.9K 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 loaded; 2024Q4: 290 shares; 2025Q1: 290 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $46.5K 0.02% 0 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: not loaded; 2024Q4: 585 shares; 2025Q1: 604 shares; 2025Q2: 607 shares; 2025Q3: 810 shares; 2025Q4: 421 shares; 2026Q1: 472 shares 472 $46.4K 0.02% +51 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 loaded; 2024Q4: 283 shares; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 257 shares; 2025Q4: 275 shares; 2026Q1: 278 shares 278 $45.8K 0.01% +3 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 loaded; 2024Q4: 2,052 shares; 2025Q1: 2,777 shares; 2025Q2: 750 shares; 2025Q3: 3,750 shares; 2025Q4: 7,750 shares; 2026Q1: 8,850 shares 8,850 $45.8K 0.01% +1,100 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,928 shares 1,928 $45.7K 0.01% new Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 524 shares; 2025Q1: 524 shares; 2025Q2: 524 shares; 2025Q3: 524 shares; 2025Q4: 524 shares; 2026Q1: 524 shares 524 $45.6K 0.01% 0 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 loaded; 2024Q4: 387 shares; 2025Q1: 390 shares; 2025Q2: 394 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 778 shares 778 $45.5K 0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 197 shares; 2026Q1: 285 shares 285 $45.5K 0.01% +88 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,623 shares; 2025Q1: 4,165 shares; 2025Q2: 3,414 shares; 2025Q3: 3,046 shares; 2025Q4: 1,888 shares; 2026Q1: 1,734 shares 1,734 $45.1K 0.01% -154 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: not loaded; 2024Q4: 101 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 111 shares; 2025Q4: 117 shares; 2026Q1: 241 shares 241 $45K 0.01% +124 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $44.9K 0.01% 0 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 loaded; 2024Q4: 753 shares; 2025Q1: 1,125 shares; 2025Q2: 927 shares; 2025Q3: 696 shares; 2025Q4: 653 shares; 2026Q1: 602 shares 602 $44.9K 0.01% -51 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 174 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 174 shares; 2025Q4: 174 shares; 2026Q1: 652 shares 652 $44.4K 0.01% +478 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 loaded; 2024Q4: 281 shares; 2025Q1: 269 shares; 2025Q2: 259 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $44.4K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,224 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,222 shares; 2026Q1: 1,222 shares 1,222 $43.9K 0.01% 0 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $43.7K 0.01% 0 Timeline VDE 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: not loaded; 2024Q4: 225 shares; 2025Q1: 238 shares; 2025Q2: 242 shares; 2025Q3: 246 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $43.4K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 358 shares; 2026Q1: 358 shares 358 $43.4K 0.01% 0 Timeline