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: 12,979 shares; 2024Q4: 13,747 shares; 2025Q1: 14,028 shares; 2025Q2: 72,792 shares; 2025Q3: 102,235 shares; 2025Q4: 97,098 shares; 2026Q1: 81,912 shares 81,912 $35.2M 6.22% -15,186 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: 75,463 shares; 2024Q4: 74,815 shares; 2025Q1: 83,256 shares; 2025Q2: 84,387 shares; 2025Q3: 105,210 shares; 2025Q4: 104,845 shares; 2026Q1: 128,568 shares 128,568 $28.1M 4.96% +23,723 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: 517,502 shares; 2024Q4: 559,555 shares; 2025Q1: 717,932 shares; 2025Q2: 717,512 shares; 2025Q3: 719,299 shares; 2025Q4: 776,394 shares; 2026Q1: 834,932 shares 834,932 $21.9M 3.86% +58,538 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225,902 shares; 2025Q3: 334,420 shares; 2025Q4: 355,967 shares; 2026Q1: 380,507 shares 380,507 $20.6M 3.63% +24,540 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 686,398 shares 686,398 $19.9M 3.51% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 1,197 shares; 2025Q1: not reported; 2025Q2: 516 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,899 shares 59,899 $19.8M 3.49% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,090 shares; 2026Q1: 244,964 shares 244,964 $19.3M 3.4% +227,874 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: 90,993 shares; 2024Q4: 96,865 shares; 2025Q1: 91,371 shares; 2025Q2: 82,227 shares; 2025Q3: 84,268 shares; 2025Q4: 83,748 shares; 2026Q1: 91,166 shares 91,166 $15.9M 2.81% +7,418 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: 98,073 shares; 2024Q4: 275,193 shares; 2025Q1: 541,335 shares; 2025Q2: 541,186 shares; 2025Q3: 536,254 shares; 2025Q4: 551,211 shares; 2026Q1: 569,955 shares 569,955 $14.6M 2.58% +18,744 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: 335,702 shares; 2024Q4: 1,313,142 shares; 2025Q1: 705,810 shares; 2025Q2: 307,618 shares; 2025Q3: 466,418 shares; 2025Q4: 466,804 shares; 2026Q1: 484,244 shares 484,244 $14.1M 2.49% +17,440 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,779 shares; 2024Q4: 48,495 shares; 2025Q1: 49,231 shares; 2025Q2: 45,767 shares; 2025Q3: 43,119 shares; 2025Q4: 43,672 shares; 2026Q1: 44,218 shares 44,218 $13.8M 2.44% +546 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,833 shares; 2025Q2: 147,743 shares; 2025Q3: 151,870 shares; 2025Q4: 148,873 shares; 2026Q1: 149,400 shares 149,400 $13.2M 2.32% +527 Timeline HYGH 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: 155,653 shares; 2024Q4: 164,434 shares; 2025Q1: 159,514 shares; 2025Q2: 143,113 shares; 2025Q3: 122,129 shares; 2025Q4: 130,748 shares; 2026Q1: 146,471 shares 146,471 $12.5M 2.21% +15,723 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: 35,145 shares; 2024Q4: 37,746 shares; 2025Q1: 287,856 shares; 2025Q2: 172,872 shares; 2025Q3: 101,595 shares; 2025Q4: 111,601 shares; 2026Q1: 124,603 shares 124,603 $12.5M 2.21% +13,002 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 182,845 shares 182,845 $12.5M 2.21% new Timeline IYJ 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: 65,360 shares; 2024Q4: 65,354 shares; 2025Q1: 56,140 shares; 2025Q2: 70,924 shares; 2025Q3: 72,689 shares; 2025Q4: 74,821 shares; 2026Q1: 83,451 shares 83,451 $12.3M 2.17% +8,630 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: 15,776 shares; 2024Q4: 15,632 shares; 2025Q1: 12,599 shares; 2025Q2: 16,043 shares; 2025Q3: 16,361 shares; 2025Q4: 16,345 shares; 2026Q1: 18,078 shares 18,078 $11.8M 2.08% +1,733 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,669 shares 62,669 $11.8M 2.08% new Timeline IAI 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: 81,610 shares; 2024Q4: 79,781 shares; 2025Q1: 51,104 shares; 2025Q2: 64,187 shares; 2025Q3: 65,140 shares; 2025Q4: 64,937 shares; 2026Q1: 69,755 shares 69,755 $11.5M 2.02% +4,818 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 180,781 shares; 2025Q3: 94,484 shares; 2025Q4: 106,830 shares; 2026Q1: 133,411 shares 133,411 $11M 1.94% +26,581 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,419 shares; 2024Q4: 12,508 shares; 2025Q1: 12,680 shares; 2025Q2: 8,764 shares; 2025Q3: 9,135 shares; 2025Q4: 9,445 shares; 2026Q1: 7,446 shares 7,446 $11M 1.93% -1,999 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: 2,428 shares; 2024Q4: 3,298 shares; 2025Q1: 3,526 shares; 2025Q2: 2,094 shares; 2025Q3: 46,672 shares; 2025Q4: 42,505 shares; 2026Q1: 37,994 shares 37,994 $10.9M 1.93% -4,511 Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262,900 shares 262,900 $10.7M 1.89% new Timeline SHV 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: 76,588 shares; 2024Q4: 76,765 shares; 2025Q1: 87,009 shares; 2025Q2: 86,551 shares; 2025Q3: 83,051 shares; 2025Q4: 87,237 shares; 2026Q1: 93,278 shares 93,278 $10.3M 1.82% +6,041 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,018 shares; 2024Q4: 34,764 shares; 2025Q1: 38,475 shares; 2025Q2: 25,191 shares; 2025Q3: 26,365 shares; 2025Q4: 31,951 shares; 2026Q1: 36,613 shares 36,613 $10M 1.77% +4,662 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 372,600 shares; 2025Q1: 395,513 shares; 2025Q2: 394,318 shares; 2025Q3: 397,200 shares; 2025Q4: 426,638 shares; 2026Q1: 455,756 shares 455,756 $9.98M 1.76% +29,118 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 192,852 shares; 2025Q2: 197,983 shares; 2025Q3: 142,919 shares; 2025Q4: 116,070 shares; 2026Q1: 140,442 shares 140,442 $9.9M 1.75% +24,372 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: 7,860 shares; 2024Q4: 10,105 shares; 2025Q1: 10,376 shares; 2025Q2: 9,067 shares; 2025Q3: 8,949 shares; 2025Q4: 25,529 shares; 2026Q1: 25,513 shares 25,513 $9.44M 1.67% -16 Timeline DAUG 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: 161,824 shares; 2024Q4: 164,349 shares; 2025Q1: 202,403 shares; 2025Q2: 201,221 shares; 2025Q3: 199,678 shares; 2025Q4: 205,517 shares; 2026Q1: 211,946 shares 211,946 $9.23M 1.63% +6,429 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,914 shares; 2025Q4: 239,257 shares; 2026Q1: 467,939 shares 467,939 $8.56M 1.51% +228,682 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,042 shares 127,042 $8M 1.41% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,401 shares; 2024Q4: 34,465 shares; 2025Q1: 19,665 shares; 2025Q2: 18,320 shares; 2025Q3: 19,388 shares; 2025Q4: 22,756 shares; 2026Q1: 21,236 shares 21,236 $6.95M 1.23% -1,520 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,852 shares; 2025Q3: 42,299 shares; 2025Q4: 44,221 shares; 2026Q1: 43,244 shares 43,244 $6.91M 1.22% -977 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: 576 shares; 2024Q4: 593 shares; 2025Q1: 574 shares; 2025Q2: 10,643 shares; 2025Q3: 11,194 shares; 2025Q4: 13,279 shares; 2026Q1: 14,375 shares 14,375 $6.89M 1.22% +1,096 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,832 shares 27,832 $6.88M 1.21% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,689 shares; 2025Q3: 58,524 shares; 2025Q4: 62,615 shares; 2026Q1: 73,674 shares 73,674 $6.8M 1.2% +11,059 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,255 shares; 2026Q1: 37,314 shares 37,314 $6.72M 1.19% -941 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: 19,208 shares; 2024Q4: 23,402 shares; 2025Q1: 21,893 shares; 2025Q2: 17,039 shares; 2025Q3: 12,688 shares; 2025Q4: 10,088 shares; 2026Q1: 9,859 shares 9,859 $6.41M 1.13% -229 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 121,700 shares 121,700 $6.25M 1.1% new Timeline IBDT 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: 214,081 shares; 2024Q4: 220,248 shares; 2025Q1: 237,481 shares; 2025Q2: 234,939 shares; 2025Q3: 230,959 shares; 2025Q4: 237,418 shares; 2026Q1: 246,393 shares 246,393 $6.24M 1.1% +8,975 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,717 shares 6,717 $6.01M 1.06% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,614 shares; 2024Q4: 47,010 shares; 2025Q1: 57,380 shares; 2025Q2: 55,595 shares; 2025Q3: 53,734 shares; 2025Q4: 55,458 shares; 2026Q1: 61,167 shares 61,167 $5.05M 0.89% +5,709 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,352 shares; 2025Q4: 28,463 shares; 2026Q1: 30,113 shares 30,113 $4.01M 0.71% +1,650 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: 5,415 shares; 2024Q4: 5,404 shares; 2025Q1: 6,142 shares; 2025Q2: 6,080 shares; 2025Q3: 6,104 shares; 2025Q4: 6,052 shares; 2026Q1: 5,946 shares 5,946 $3.59M 0.63% -106 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: 14,050 shares; 2024Q4: 14,573 shares; 2025Q1: 14,553 shares; 2025Q2: 12,919 shares; 2025Q3: 14,704 shares; 2025Q4: 14,760 shares; 2026Q1: 14,133 shares 14,133 $3.59M 0.63% -627 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: 9,022 shares; 2024Q4: 9,792 shares; 2025Q1: 9,701 shares; 2025Q2: 9,673 shares; 2025Q3: 9,907 shares; 2025Q4: 9,872 shares; 2026Q1: 8,976 shares 8,976 $2.55M 0.45% -896 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 146,526 shares 146,526 $2.54M 0.45% 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: 2,186 shares; 2024Q4: 2,726 shares; 2025Q1: 2,561 shares; 2025Q2: 2,578 shares; 2025Q3: 2,500 shares; 2025Q4: 2,483 shares; 2026Q1: 2,483 shares 2,483 $2.17M 0.38% 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: 4,688 shares; 2024Q4: 5,307 shares; 2025Q1: 6,441 shares; 2025Q2: 5,355 shares; 2025Q3: 6,116 shares; 2025Q4: 6,496 shares; 2026Q1: 5,486 shares 5,486 $1.61M 0.28% -1,010 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: 10,380 shares; 2024Q4: 11,503 shares; 2025Q1: 11,681 shares; 2025Q2: 5,355 shares; 2025Q3: 7,989 shares; 2025Q4: 8,159 shares; 2026Q1: 7,116 shares 7,116 $1.48M 0.26% -1,043 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,524 shares 28,524 $1.11M 0.2% new Timeline FTXL 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: 7,693 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,387 shares; 2025Q4: 7,741 shares; 2026Q1: 6,797 shares 6,797 $983K 0.17% -944 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 4,551 shares; 2025Q1: 2,957 shares; 2025Q2: 2,609 shares; 2025Q3: 2,983 shares; 2025Q4: 2,778 shares; 2026Q1: 2,640 shares 2,640 $981K 0.17% -138 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: 6,262 shares; 2024Q4: 7,975 shares; 2025Q1: 8,786 shares; 2025Q2: 5,258 shares; 2025Q3: 5,253 shares; 2025Q4: 5,103 shares; 2026Q1: 7,008 shares 7,008 $871K 0.15% +1,905 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: 254,978 shares; 2024Q4: 225,249 shares; 2025Q1: 17,995 shares; 2025Q2: 15,130 shares; 2025Q3: 15,130 shares; 2025Q4: 15,130 shares; 2026Q1: 14,253 shares 14,253 $861K 0.15% -877 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: 2,780 shares; 2024Q4: 4,252 shares; 2025Q1: 4,316 shares; 2025Q2: 1,954 shares; 2025Q3: 1,873 shares; 2025Q4: 4,555 shares; 2026Q1: 1,443 shares 1,443 $833K 0.15% -3,112 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: 10,055 shares; 2024Q4: 27,123 shares; 2025Q1: 33,048 shares; 2025Q2: 38,232 shares; 2025Q3: 34,077 shares; 2025Q4: 24,931 shares; 2026Q1: 24,824 shares 24,824 $720K 0.13% -107 Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,862 shares 30,862 $693K 0.12% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,444 shares 3,444 $692K 0.12% new 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: 2,781 shares; 2024Q4: 3,646 shares; 2025Q1: 3,041 shares; 2025Q2: 2,988 shares; 2025Q3: 3,747 shares; 2025Q4: 3,707 shares; 2026Q1: 3,361 shares 3,361 $684K 0.12% -346 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,403 shares; 2026Q1: 15,183 shares 15,183 $679K 0.12% -2,220 Timeline FTXR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,225 shares 17,225 $656K 0.12% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,092 shares; 2024Q4: 6,068 shares; 2025Q1: 6,372 shares; 2025Q2: 6,208 shares; 2025Q3: 6,190 shares; 2025Q4: 6,067 shares; 2026Q1: 6,000 shares 6,000 $652K 0.11% -67 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: 5,892 shares; 2024Q4: 5,410 shares; 2025Q1: 5,019 shares; 2025Q2: 5,033 shares; 2025Q3: 2,716 shares; 2025Q4: 2,618 shares; 2026Q1: 3,801 shares 3,801 $645K 0.11% +1,183 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,299 shares; 2024Q4: 3,305 shares; 2025Q1: 3,310 shares; 2025Q2: 3,273 shares; 2025Q3: 3,272 shares; 2025Q4: 3,271 shares; 2026Q1: 3,271 shares 3,271 $621K 0.11% 0 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: 718 shares; 2024Q4: 1,135 shares; 2025Q1: 881 shares; 2025Q2: 1,083 shares; 2025Q3: 1,507 shares; 2025Q4: 1,121 shares; 2026Q1: 1,065 shares 1,065 $610K 0.11% -56 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,017 shares; 2025Q1: 10,919 shares; 2025Q2: 10,017 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $588K 0.1% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,978 shares; 2024Q4: 3,456 shares; 2025Q1: 3,474 shares; 2025Q2: 2,938 shares; 2025Q3: 3,034 shares; 2025Q4: 3,065 shares; 2026Q1: 3,050 shares 3,050 $585K 0.1% -15 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,984 shares; 2024Q4: 8,984 shares; 2025Q1: 8,984 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 7,834 shares; 2026Q1: 7,834 shares 7,834 $573K 0.1% 0 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: 1,137 shares; 2024Q4: 1,144 shares; 2025Q1: 1,119 shares; 2025Q2: 1,814 shares; 2025Q3: 1,816 shares; 2025Q4: 1,819 shares; 2026Q1: 1,763 shares 1,763 $566K 0.1% -56 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: 1,226 shares; 2024Q4: 1,327 shares; 2025Q1: 911 shares; 2025Q2: 890 shares; 2025Q3: 793 shares; 2025Q4: 425 shares; 2026Q1: 791 shares 791 $561K 0.1% +366 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,000 shares; 2024Q4: 60,000 shares; 2025Q1: 60,000 shares; 2025Q2: 60,000 shares; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 80,000 shares 80,000 $530K 0.09% +20,000 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,102 shares; 2024Q4: 3,000 shares; 2025Q1: 2,984 shares; 2025Q2: 3,543 shares; 2025Q3: 2,550 shares; 2025Q4: 2,551 shares; 2026Q1: 2,422 shares 2,422 $501K 0.09% -129 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: 730 shares; 2024Q4: 915 shares; 2025Q1: 11,574 shares; 2025Q2: 10,464 shares; 2025Q3: 698 shares; 2025Q4: 521 shares; 2026Q1: 476 shares 476 $438K 0.08% -45 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 reported; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: not reported; 2025Q3: 1,074 shares; 2025Q4: 1,499 shares; 2026Q1: 1,498 shares 1,498 $430K 0.08% -1 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 524 shares; 2026Q1: 496 shares 496 $420K 0.07% -28 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: 641 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 916 shares; 2026Q1: 916 shares 916 $400K 0.07% 0 Timeline PSI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,701 shares; 2026Q1: 4,215 shares 4,215 $398K 0.07% -486 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 440 shares; 2025Q4: 389 shares; 2026Q1: 641 shares 641 $383K 0.07% +252 Timeline PXJ 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,075 shares 9,075 $376K 0.07% new Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,027 shares; 2024Q4: 135,268 shares; 2025Q1: 135,592 shares; 2025Q2: 135,923 shares; 2025Q3: 136,238 shares; 2025Q4: 15,548 shares; 2026Q1: 16,863 shares 16,863 $369K 0.07% +1,315 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,982 shares; 2026Q1: 20,567 shares 20,567 $369K 0.07% -1,415 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: 1,517 shares; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,622 shares; 2025Q3: 1,684 shares; 2025Q4: 1,369 shares; 2026Q1: 1,492 shares 1,492 $365K 0.06% +123 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,295 shares; 2026Q1: 1,070 shares 1,070 $362K 0.06% -225 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,384 shares; 2025Q2: 2,926 shares; 2025Q3: 2,859 shares; 2025Q4: 3,034 shares; 2026Q1: 3,012 shares 3,012 $357K 0.06% -22 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,150 shares; 2025Q3: 4,150 shares; 2025Q4: 2,056 shares; 2026Q1: 2,056 shares 2,056 $357K 0.06% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,247 shares; 2024Q4: 3,259 shares; 2025Q1: 3,086 shares; 2025Q2: 2,750 shares; 2025Q3: 2,607 shares; 2025Q4: 2,364 shares; 2026Q1: 2,142 shares 2,142 $355K 0.06% -222 Timeline KNCT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,714 shares; 2026Q1: 2,540 shares 2,540 $352K 0.06% -174 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,081 shares; 2026Q1: 3,090 shares 3,090 $350K 0.06% +9 Timeline PRFD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,749 shares; 2025Q2: 7,570 shares; 2025Q3: 5,905 shares; 2025Q4: 5,685 shares; 2026Q1: 6,574 shares 6,574 $333K 0.06% +889 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,793 shares; 2026Q1: 7,783 shares 7,783 $330K 0.06% -3,010 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,559 shares; 2024Q4: 5,689 shares; 2025Q1: 5,689 shares; 2025Q2: 5,689 shares; 2025Q3: 5,338 shares; 2025Q4: 5,311 shares; 2026Q1: 5,245 shares 5,245 $329K 0.06% -66 Timeline PKB INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,864 shares; 2024Q4: 4,887 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,305 shares 3,305 $322K 0.06% new Timeline PJP 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,083 shares 3,083 $320K 0.06% new 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: 1,691 shares; 2024Q4: 2,531 shares; 2025Q1: 2,866 shares; 2025Q2: 2,303 shares; 2025Q3: 2,300 shares; 2025Q4: 1,838 shares; 2026Q1: 1,455 shares 1,455 $317K 0.06% -383 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,825 shares 3,825 $311K 0.05% new 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 reported; 2024Q4: 3,937 shares; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 3,986 shares; 2025Q4: 4,003 shares; 2026Q1: 4,006 shares 4,006 $311K 0.05% +3 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: 93,757 shares; 2024Q4: 181,005 shares; 2025Q1: 186,832 shares; 2025Q2: 115,018 shares; 2025Q3: 118,540 shares; 2025Q4: 129,156 shares; 2026Q1: 2,632 shares 2,632 $310K 0.05% -126,524 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares; 2026Q1: 762 shares 762 $299K 0.05% -183 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,831 shares; 2026Q1: 3,975 shares 3,975 $296K 0.05% +144 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,607 shares; 2026Q1: 1,721 shares 1,721 $283K 0.05% +114 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,008 shares 2,008 $280K 0.05% new 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: 1,192 shares; 2024Q4: 1,635 shares; 2025Q1: not reported; 2025Q2: 1,684 shares; 2025Q3: 1,669 shares; 2025Q4: 899 shares; 2026Q1: 898 shares 898 $278K 0.05% -1 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: 4,490 shares; 2024Q4: 3,912 shares; 2025Q1: 4,650 shares; 2025Q2: 7,985 shares; 2025Q3: 3,837 shares; 2025Q4: 3,807 shares; 2026Q1: 3,734 shares 3,734 $272K 0.05% -73 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: 4,168 shares; 2024Q4: 4,845 shares; 2025Q1: 4,845 shares; 2025Q2: 4,845 shares; 2025Q3: 4,856 shares; 2025Q4: 6,358 shares; 2026Q1: 3,412 shares 3,412 $272K 0.05% -2,946 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,676 shares; 2024Q4: 1,685 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,214 shares; 2026Q1: 1,130 shares 1,130 $271K 0.05% -84 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 reported; 2024Q4: not reported; 2025Q1: 23,000 shares; 2025Q2: 18,844 shares; 2025Q3: 13,808 shares; 2025Q4: 13,318 shares; 2026Q1: 15,308 shares 15,308 $263K 0.05% +1,990 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 reported; 2024Q4: 6,297 shares; 2025Q1: 6,173 shares; 2025Q2: 6,030 shares; 2025Q3: 6,304 shares; 2025Q4: 6,150 shares; 2026Q1: 5,314 shares 5,314 $259K 0.05% -836 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,206 shares; 2025Q2: 12,206 shares; 2025Q3: 12,206 shares; 2025Q4: 12,206 shares; 2026Q1: 12,206 shares 12,206 $255K 0.05% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,075 shares 3,075 $248K 0.04% new 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: 1,962 shares; 2024Q4: 1,962 shares; 2025Q1: 2,327 shares; 2025Q2: 2,088 shares; 2025Q3: 2,095 shares; 2025Q4: 2,042 shares; 2026Q1: 1,862 shares 1,862 $244K 0.04% -180 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 reported; 2024Q4: not reported; 2025Q1: 1,592 shares; 2025Q2: 1,538 shares; 2025Q3: 890 shares; 2025Q4: 912 shares; 2026Q1: 975 shares 975 $237K 0.04% +63 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: 6,672 shares; 2024Q4: 6,671 shares; 2025Q1: 6,530 shares; 2025Q2: not reported; 2025Q3: 5,319 shares; 2025Q4: 4,665 shares; 2026Q1: 4,317 shares 4,317 $235K 0.04% -348 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,465 shares 4,465 $235K 0.04% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,145 shares 3,145 $230K 0.04% new Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,592 shares; 2024Q4: 9,218 shares; 2025Q1: 9,427 shares; 2025Q2: 9,634 shares; 2025Q3: 12,413 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares 2,910 $230K 0.04% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,041 shares; 2025Q4: 10,659 shares; 2026Q1: 9,267 shares 9,267 $225K 0.04% -1,392 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,458 shares 19,458 $225K 0.04% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 1,951 shares; 2025Q1: 1,951 shares; 2025Q2: 1,951 shares; 2025Q3: 1,271 shares; 2025Q4: 1,262 shares; 2026Q1: 1,163 shares 1,163 $224K 0.04% -99 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: 1,140 shares; 2024Q4: 1,513 shares; 2025Q1: 1,646 shares; 2025Q2: 1,070 shares; 2025Q3: 1,017 shares; 2025Q4: 999 shares; 2026Q1: 738 shares 738 $223K 0.04% -261 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: 215,267 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 339,166 shares; 2026Q1: 3,268 shares 3,268 $223K 0.04% -335,898 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,438 shares; 2024Q4: 3,528 shares; 2025Q1: 3,416 shares; 2025Q2: 3,437 shares; 2025Q3: 3,449 shares; 2025Q4: 3,347 shares; 2026Q1: 3,127 shares 3,127 $223K 0.04% -220 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 2,160 shares; 2025Q1: 1,993 shares; 2025Q2: 1,992 shares; 2025Q3: 1,992 shares; 2025Q4: 2,159 shares; 2026Q1: 480 shares 480 $222K 0.04% -1,679 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,526 shares; 2025Q4: 13,996 shares; 2026Q1: 615 shares 615 $220K 0.04% -13,381 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,255 shares; 2025Q3: 4,242 shares; 2025Q4: 3,865 shares; 2026Q1: 3,758 shares 3,758 $215K 0.04% -107 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,368 shares; 2024Q4: 2,839 shares; 2025Q1: 2,844 shares; 2025Q2: 2,862 shares; 2025Q3: 3,725 shares; 2025Q4: 3,536 shares; 2026Q1: 913 shares 913 $214K 0.04% -2,623 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 811 shares 811 $212K 0.04% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $212K 0.04% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,080 shares; 2025Q2: 9,080 shares; 2025Q3: 9,080 shares; 2025Q4: 9,080 shares; 2026Q1: 9,080 shares 9,080 $211K 0.04% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,633 shares; 2025Q2: 8,633 shares; 2025Q3: 8,633 shares; 2025Q4: 8,633 shares; 2026Q1: 8,633 shares 8,633 $209K 0.04% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,590 shares; 2025Q2: 8,590 shares; 2025Q3: 8,590 shares; 2025Q4: 8,590 shares; 2026Q1: 8,590 shares 8,590 $208K 0.04% 0 Timeline TRST TRUSTCO BK CORP N Y More: the full row for TRUSTCO BK CORP N Y Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,638 shares 4,638 $203K 0.04% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,501 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,002 shares 4,002 $201K 0.04% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,603 shares; 2024Q4: 35,603 shares; 2025Q1: 12,703 shares; 2025Q2: 55,243 shares; 2025Q3: 55,603 shares; 2025Q4: 55,613 shares; 2026Q1: 55,738 shares 55,738 $126K 0.02% +125 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,300 shares 10,300 $73K 0.01% new Timeline FCEL FUELCELL ENERGY INC More: the full row for FUELCELL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,013 shares; 2025Q3: 10,013 shares; 2025Q4: 10,013 shares; 2026Q1: 10,013 shares 10,013 $65.4K 0.01% 0 Timeline