WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,351 shares; 2025Q2: 7,178 shares; 2025Q3: 7,736 shares; 2025Q4: 9,007 shares; 2026Q1: 9,538 shares 9,538 $685K 0.01% +531 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: 9,419 shares; 2024Q4: 10,484 shares; 2025Q1: 10,462 shares; 2025Q2: 9,881 shares; 2025Q3: 9,987 shares; 2025Q4: 9,255 shares; 2026Q1: 9,439 shares 9,439 $681K 0.01% +184 Timeline FTRI 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: 44,222 shares; 2025Q1: 44,222 shares; 2025Q2: 47,423 shares; 2025Q3: 46,698 shares; 2025Q4: 46,044 shares; 2026Q1: 37,871 shares 37,871 $681K 0.01% -8,173 Timeline CMF 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: 8,203 shares; 2026Q1: 11,967 shares 11,967 $681K 0.01% +3,764 Timeline BAPRA 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,227 shares; 2025Q3: 10,215 shares; 2025Q4: 10,215 shares; 2026Q1: 10,215 shares 10,215 $680K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,305 shares; 2025Q3: 3,776 shares; 2025Q4: 3,999 shares; 2026Q1: 5,425 shares 5,425 $677K 0.01% +1,426 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 reported; 2024Q4: not reported; 2025Q1: 848 shares; 2025Q2: 1,597 shares; 2025Q3: 1,643 shares; 2025Q4: 1,731 shares; 2026Q1: 2,594 shares 2,594 $676K 0.01% +863 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,486 shares; 2024Q4: 97,195 shares; 2025Q1: 99,627 shares; 2025Q2: 97,473 shares; 2025Q3: 98,745 shares; 2025Q4: 80,810 shares; 2026Q1: 69,753 shares 69,753 $675K 0.01% -11,057 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 550 shares; 2025Q4: 630 shares; 2026Q1: 1,205 shares 1,205 $675K 0.01% +575 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,915 shares; 2025Q2: 6,291 shares; 2025Q3: 6,795 shares; 2025Q4: 9,686 shares; 2026Q1: 14,131 shares 14,131 $670K 0.01% +4,445 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,679 shares; 2026Q1: 11,901 shares 11,901 $667K 0.01% +222 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 reported; 2024Q4: not reported; 2025Q1: 1,609 shares; 2025Q2: 1,917 shares; 2025Q3: 3,357 shares; 2025Q4: 3,562 shares; 2026Q1: 3,287 shares 3,287 $667K 0.01% -275 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,662 shares; 2025Q2: 9,668 shares; 2025Q3: 9,728 shares; 2025Q4: 9,960 shares; 2026Q1: 9,437 shares 9,437 $666K 0.01% -523 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,223 shares 31,223 $660K 0.01% new 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: 4,335 shares; 2024Q4: 5,530 shares; 2025Q1: 6,788 shares; 2025Q2: 7,027 shares; 2025Q3: 7,091 shares; 2025Q4: 7,476 shares; 2026Q1: 7,847 shares 7,847 $658K 0.01% +371 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: 4,145 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,217 shares; 2025Q3: 5,793 shares; 2025Q4: 6,088 shares; 2026Q1: 5,758 shares 5,758 $655K 0.01% -330 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 890 shares; 2025Q1: 1,039 shares; 2025Q2: 1,112 shares; 2025Q3: 1,086 shares; 2025Q4: 1,744 shares; 2026Q1: 2,057 shares 2,057 $653K 0.01% +313 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: 2,446 shares; 2024Q4: 2,615 shares; 2025Q1: 2,849 shares; 2025Q2: 2,768 shares; 2025Q3: 2,758 shares; 2025Q4: 3,126 shares; 2026Q1: 2,987 shares 2,987 $652K 0.01% -139 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,247 shares; 2024Q4: 2,232 shares; 2025Q1: 2,494 shares; 2025Q2: 2,262 shares; 2025Q3: 2,585 shares; 2025Q4: 2,650 shares; 2026Q1: 2,725 shares 2,725 $649K 0.01% +75 Timeline FENI 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: 11,878 shares; 2024Q4: 11,947 shares; 2025Q1: 12,033 shares; 2025Q2: 12,162 shares; 2025Q3: 12,221 shares; 2025Q4: 12,639 shares; 2026Q1: 16,715 shares 16,715 $634K 0.01% +4,076 Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A 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: 8,216 shares 8,216 $632K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 946 shares; 2025Q2: 1,061 shares; 2025Q3: 1,166 shares; 2025Q4: 1,280 shares; 2026Q1: 1,412 shares 1,412 $632K 0.01% +132 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 958 shares; 2025Q1: 816 shares; 2025Q2: 1,349 shares; 2025Q3: 1,152 shares; 2025Q4: 2,218 shares; 2026Q1: 2,636 shares 2,636 $627K 0.01% +418 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 reported; 2024Q4: not reported; 2025Q1: 3,414 shares; 2025Q2: 11,213 shares; 2025Q3: 10,977 shares; 2025Q4: 12,018 shares; 2026Q1: 13,436 shares 13,436 $627K 0.01% +1,418 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 1,636 shares; 2025Q1: 3,130 shares; 2025Q2: 3,150 shares; 2025Q3: 3,448 shares; 2025Q4: 3,138 shares; 2026Q1: 2,328 shares 2,328 $622K 0.01% -810 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 4,811 shares; 2026Q1: 8,220 shares 8,220 $620K 0.01% +3,409 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,667 shares; 2024Q4: 73,868 shares; 2025Q1: 73,347 shares; 2025Q2: 73,668 shares; 2025Q3: 73,287 shares; 2025Q4: 61,831 shares; 2026Q1: 54,235 shares 54,235 $617K 0.01% -7,596 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: 2,139 shares; 2024Q4: 1,845 shares; 2025Q1: 2,032 shares; 2025Q2: 1,937 shares; 2025Q3: 1,979 shares; 2025Q4: 2,330 shares; 2026Q1: 2,052 shares 2,052 $612K 0.01% -278 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: 11,375 shares; 2024Q4: 11,305 shares; 2025Q1: 11,121 shares; 2025Q2: 11,033 shares; 2025Q3: 8,682 shares; 2025Q4: 8,634 shares; 2026Q1: 6,019 shares 6,019 $612K 0.01% -2,615 Timeline URTH 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: not reported; 2026Q1: 3,359 shares 3,359 $611K 0.01% new 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: 1,449 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,824 shares; 2025Q3: 8,698 shares; 2025Q4: 12,969 shares; 2026Q1: 2,710 shares 2,710 $606K 0.01% -10,259 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,891 shares; 2025Q2: 27,189 shares; 2025Q3: 27,330 shares; 2025Q4: 27,011 shares; 2026Q1: 26,615 shares 26,615 $602K 0.01% -396 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 848 shares; 2025Q1: 851 shares; 2025Q2: 845 shares; 2025Q3: 850 shares; 2025Q4: 853 shares; 2026Q1: 863 shares 863 $602K 0.01% +10 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: 4,303 shares; 2024Q4: 4,750 shares; 2025Q1: 4,988 shares; 2025Q2: 5,832 shares; 2025Q3: 6,149 shares; 2025Q4: 7,202 shares; 2026Q1: 3,223 shares 3,223 $595K 0.01% -3,979 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,647 shares; 2025Q2: 3,397 shares; 2025Q3: 3,271 shares; 2025Q4: 3,374 shares; 2026Q1: 3,594 shares 3,594 $587K 0.01% +220 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: 1,751 shares; 2025Q3: 1,555 shares; 2025Q4: 1,536 shares; 2026Q1: 1,383 shares 1,383 $585K 0.01% -153 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,221 shares; 2024Q4: 12,103 shares; 2025Q1: 12,313 shares; 2025Q2: 13,323 shares; 2025Q3: 13,245 shares; 2025Q4: 11,225 shares; 2026Q1: 10,986 shares 10,986 $583K 0.01% -239 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 6,835 shares 6,835 $582K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,533 shares; 2025Q3: 2,015 shares; 2025Q4: 2,493 shares; 2026Q1: 2,845 shares 2,845 $579K 0.01% +352 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS 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: 10,735 shares; 2025Q4: not reported; 2026Q1: 39,903 shares 39,903 $576K 0.01% new Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,195 shares; 2025Q2: 2,501 shares; 2025Q3: 2,469 shares; 2025Q4: 2,811 shares; 2026Q1: 2,719 shares 2,719 $575K 0.01% -92 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,123 shares; 2026Q1: 12,489 shares 12,489 $572K 0.01% +6,366 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,233 shares; 2025Q1: 8,206 shares; 2025Q2: 7,027 shares; 2025Q3: 5,318 shares; 2025Q4: 5,996 shares; 2026Q1: 6,674 shares 6,674 $570K 0.01% +678 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: 5,001 shares; 2024Q4: 5,288 shares; 2025Q1: 5,579 shares; 2025Q2: 6,638 shares; 2025Q3: 6,979 shares; 2025Q4: 2,970 shares; 2026Q1: 3,075 shares 3,075 $568K 0.01% +105 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: 34,813 shares; 2024Q4: 38,838 shares; 2025Q1: 40,885 shares; 2025Q2: 41,822 shares; 2025Q3: 37,620 shares; 2025Q4: 17,802 shares; 2026Q1: 11,124 shares 11,124 $565K 0.01% -6,678 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239,203 shares; 2025Q1: 243,630 shares; 2025Q2: 12,992 shares; 2025Q3: 12,829 shares; 2025Q4: 9,916 shares; 2026Q1: 8,738 shares 8,738 $560K 0.01% -1,178 Timeline BEPC BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,610 shares; 2025Q1: 14,529 shares; 2025Q2: 14,856 shares; 2025Q3: 15,011 shares; 2025Q4: 14,047 shares; 2026Q1: 13,859 shares 13,859 $560K 0.01% -188 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,408 shares; 2025Q3: 2,355 shares; 2025Q4: 2,690 shares; 2026Q1: 3,145 shares 3,145 $560K 0.01% +455 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,666 shares; 2026Q1: 32,675 shares 32,675 $558K 0.01% +1,009 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,013 shares; 2024Q4: 8,345 shares; 2025Q1: 9,136 shares; 2025Q2: 8,497 shares; 2025Q3: 8,203 shares; 2025Q4: 8,353 shares; 2026Q1: 8,658 shares 8,658 $557K 0.01% +305 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,371 shares; 2025Q2: 33,720 shares; 2025Q3: 30,613 shares; 2025Q4: 31,145 shares; 2026Q1: 36,567 shares 36,567 $553K 0.01% +5,422 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,125 shares; 2025Q3: 1,364 shares; 2025Q4: 1,358 shares; 2026Q1: 1,702 shares 1,702 $546K 0.01% +344 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,464 shares; 2026Q1: 10,269 shares 10,269 $541K 0.01% -2,195 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,701 shares; 2025Q1: 11,558 shares; 2025Q2: 13,250 shares; 2025Q3: 15,832 shares; 2025Q4: 17,629 shares; 2026Q1: 19,799 shares 19,799 $540K 0.01% +2,170 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: 8,772 shares; 2024Q4: 10,687 shares; 2025Q1: 14,456 shares; 2025Q2: 14,426 shares; 2025Q3: 14,865 shares; 2025Q4: 14,713 shares; 2026Q1: 19,198 shares 19,198 $538K 0.01% +4,485 Timeline GJAN 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 reported; 2024Q4: not reported; 2025Q1: 12,785 shares; 2025Q2: 12,785 shares; 2025Q3: 12,785 shares; 2025Q4: 12,785 shares; 2026Q1: 12,785 shares 12,785 $538K 0.01% 0 Timeline QTEC 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: 2,559 shares; 2025Q1: 2,340 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,401 shares; 2026Q1: 2,443 shares 2,443 $535K 0.01% +42 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,435 shares; 2024Q4: 1,868 shares; 2025Q1: 4,656 shares; 2025Q2: 5,428 shares; 2025Q3: 4,654 shares; 2025Q4: 4,555 shares; 2026Q1: 2,704 shares 2,704 $533K 0.01% -1,851 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,721 shares; 2025Q2: 1,733 shares; 2025Q3: 1,737 shares; 2025Q4: 1,771 shares; 2026Q1: 1,832 shares 1,832 $532K 0.01% +61 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: 1,214 shares; 2024Q4: 1,215 shares; 2025Q1: 1,218 shares; 2025Q2: 1,337 shares; 2025Q3: 2,481 shares; 2025Q4: 8,347 shares; 2026Q1: 4,839 shares 4,839 $531K 0.01% -3,508 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 1,894 shares 1,894 $531K 0.01% -138 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 reported; 2024Q4: 3,445 shares; 2025Q1: 6,907 shares; 2025Q2: 6,907 shares; 2025Q3: 6,907 shares; 2025Q4: 8,674 shares; 2026Q1: 7,307 shares 7,307 $527K 0.01% -1,367 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 865 shares; 2025Q2: 1,118 shares; 2025Q3: 1,069 shares; 2025Q4: 1,354 shares; 2026Q1: 1,877 shares 1,877 $526K 0.01% +523 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: 1,742 shares; 2024Q4: 2,065 shares; 2025Q1: 3,007 shares; 2025Q2: 3,075 shares; 2025Q3: 3,006 shares; 2025Q4: 2,977 shares; 2026Q1: 3,018 shares 3,018 $524K 0.01% +41 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 436 shares; 2025Q1: 892 shares; 2025Q2: 935 shares; 2025Q3: 908 shares; 2025Q4: 1,318 shares; 2026Q1: 1,229 shares 1,229 $524K 0.01% -89 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,611 shares; 2025Q3: 2,136 shares; 2025Q4: 3,315 shares; 2026Q1: 2,466 shares 2,466 $523K 0.01% -849 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 105,527 shares; 2025Q1: 6,249 shares; 2025Q2: 7,811 shares; 2025Q3: 8,035 shares; 2025Q4: 6,382 shares; 2026Q1: 6,327 shares 6,327 $522K 0.01% -55 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 65,937 shares; 2025Q4: 6,795 shares; 2026Q1: 6,875 shares 6,875 $519K 0.01% +80 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,834 shares; 2024Q4: 10,694 shares; 2025Q1: 13,669 shares; 2025Q2: 12,735 shares; 2025Q3: 13,597 shares; 2025Q4: 24,209 shares; 2026Q1: 29,777 shares 29,777 $518K 0.01% +5,568 Timeline FNDB 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 reported; 2024Q4: not reported; 2025Q1: 12,006 shares; 2025Q2: 23,823 shares; 2025Q3: 21,748 shares; 2025Q4: 21,636 shares; 2026Q1: 18,929 shares 18,929 $516K 0.01% -2,707 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 11,743 shares; 2025Q1: 12,634 shares; 2025Q2: 13,006 shares; 2025Q3: 14,605 shares; 2025Q4: 13,468 shares; 2026Q1: 13,111 shares 13,111 $513K 0.01% -357 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: 3,765 shares; 2024Q4: 3,768 shares; 2025Q1: 3,771 shares; 2025Q2: 3,487 shares; 2025Q3: 3,566 shares; 2025Q4: 3,926 shares; 2026Q1: 3,864 shares 3,864 $510K 0.01% -62 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP 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: 5,280 shares; 2025Q4: 10,385 shares; 2026Q1: 9,839 shares 9,839 $506K 0.01% -546 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: 7,303 shares; 2024Q4: 7,303 shares; 2025Q1: 7,940 shares; 2025Q2: 7,940 shares; 2025Q3: 7,967 shares; 2025Q4: 7,967 shares; 2026Q1: 7,967 shares 7,967 $499K 0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,358 shares; 2025Q1: 6,778 shares; 2025Q2: 6,814 shares; 2025Q3: 6,826 shares; 2025Q4: 6,604 shares; 2026Q1: 5,306 shares 5,306 $499K 0.01% -1,298 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 434 shares; 2025Q4: 442 shares; 2026Q1: 348 shares 348 $497K 0.01% -94 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 reported; 2024Q4: not reported; 2025Q1: 3,082 shares; 2025Q2: 3,365 shares; 2025Q3: 3,205 shares; 2025Q4: 3,328 shares; 2026Q1: 5,319 shares 5,319 $495K 0.01% +1,991 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 974 shares; 2025Q2: 1,050 shares; 2025Q3: 1,054 shares; 2025Q4: 1,339 shares; 2026Q1: 1,397 shares 1,397 $495K 0.01% +58 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: 1,579 shares; 2025Q3: 1,609 shares; 2025Q4: 1,903 shares; 2026Q1: 2,046 shares 2,046 $494K 0.01% +143 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,961 shares 5,961 $494K 0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 877 shares; 2025Q1: 1,382 shares; 2025Q2: 1,563 shares; 2025Q3: 1,426 shares; 2025Q4: 1,598 shares; 2026Q1: 1,504 shares 1,504 $490K 0.01% -94 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: 120 shares; 2024Q4: 131 shares; 2025Q1: 115 shares; 2025Q2: 141 shares; 2025Q3: 132 shares; 2025Q4: 135 shares; 2026Q1: 117 shares 117 $489K 0.01% -18 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,055 shares; 2025Q1: 1,815 shares; 2025Q2: 1,834 shares; 2025Q3: 1,857 shares; 2025Q4: 2,083 shares; 2026Q1: 2,210 shares 2,210 $486K 0.01% +127 Timeline TUSB THRIVENT ETF TRUST More: the full row for THRIVENT 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: 9,960 shares; 2025Q3: 9,960 shares; 2025Q4: 11,560 shares; 2026Q1: 9,575 shares 9,575 $481K 0.01% -1,985 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 reported; 2024Q4: not reported; 2025Q1: 16,461 shares; 2025Q2: 17,699 shares; 2025Q3: 16,494 shares; 2025Q4: 16,494 shares; 2026Q1: 14,506 shares 14,506 $479K 0.01% -1,988 Timeline OGS ONE GAS INC More: the full row for ONE GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,399 shares; 2024Q4: 5,396 shares; 2025Q1: 5,403 shares; 2025Q2: 5,409 shares; 2025Q3: 5,587 shares; 2025Q4: 5,553 shares; 2026Q1: 5,504 shares 5,504 $476K 0.01% -49 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,008 shares; 2026Q1: 10,645 shares 10,645 $471K 0.01% -1,363 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,181 shares; 2025Q4: 4,253 shares; 2026Q1: 5,489 shares 5,489 $469K 0.01% +1,236 Timeline SPGM 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,933 shares; 2026Q1: 6,100 shares 6,100 $466K 0.01% +167 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 2,661 shares; 2025Q1: 2,668 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,451 shares; 2026Q1: 2,785 shares 2,785 $462K 0.01% +334 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: 5,824 shares; 2024Q4: 2,894 shares; 2025Q1: 2,709 shares; 2025Q2: 2,052 shares; 2025Q3: 1,851 shares; 2025Q4: 2,006 shares; 2026Q1: 1,668 shares 1,668 $458K 0.01% -338 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,474 shares; 2025Q1: 4,008 shares; 2025Q2: 3,323 shares; 2025Q3: 2,029 shares; 2025Q4: not reported; 2026Q1: 2,676 shares 2,676 $458K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,401 shares; 2025Q1: 2,743 shares; 2025Q2: 3,608 shares; 2025Q3: 3,601 shares; 2025Q4: 3,747 shares; 2026Q1: 3,860 shares 3,860 $457K 0.01% +113 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,844 shares; 2024Q4: 4,488 shares; 2025Q1: 4,482 shares; 2025Q2: 4,483 shares; 2025Q3: 4,484 shares; 2025Q4: 5,163 shares; 2026Q1: 5,178 shares 5,178 $457K 0.01% +15 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,968 shares; 2025Q1: 7,968 shares; 2025Q2: 8,060 shares; 2025Q3: 8,082 shares; 2025Q4: 11,828 shares; 2026Q1: 11,205 shares 11,205 $456K 0.01% -623 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,794 shares; 2024Q4: 7,217 shares; 2025Q1: 5,214 shares; 2025Q2: 5,412 shares; 2025Q3: 5,105 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $456K 0.01% 0 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: 5,378 shares; 2024Q4: 4,966 shares; 2025Q1: 5,663 shares; 2025Q2: 5,655 shares; 2025Q3: 5,769 shares; 2025Q4: 5,909 shares; 2026Q1: 6,185 shares 6,185 $455K 0.01% +276 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 26,447 shares; 2025Q4: 19,759 shares; 2026Q1: 11,264 shares 11,264 $455K 0.01% -8,495 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 744 shares; 2024Q4: 919 shares; 2025Q1: 1,521 shares; 2025Q2: 1,380 shares; 2025Q3: 1,156 shares; 2025Q4: 1,042 shares; 2026Q1: 1,637 shares 1,637 $452K 0.01% +595 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,978 shares 5,978 $452K 0.01% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 901 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,041 shares 2,041 $450K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,717 shares; 2026Q1: 6,592 shares 6,592 $445K 0.01% -125 Timeline IGEB 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: 9,844 shares 9,844 $442K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,252 shares; 2026Q1: 11,146 shares 11,146 $441K 0.01% +2,894 Timeline BSJV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,099 shares; 2025Q4: 16,867 shares; 2026Q1: 16,867 shares 16,867 $440K 0.01% 0 Timeline MBWM MERCANTILE BK CORP More: the full row for MERCANTILE BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,606 shares 8,606 $439K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,688 shares; 2025Q4: 90,089 shares; 2026Q1: 14,794 shares 14,794 $435K 0.01% -75,295 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 reported; 2024Q4: not reported; 2025Q1: 1,682 shares; 2025Q2: 1,368 shares; 2025Q3: 1,440 shares; 2025Q4: 2,246 shares; 2026Q1: 1,809 shares 1,809 $433K 0.01% -437 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,070 shares; 2025Q2: 3,189 shares; 2025Q3: 3,502 shares; 2025Q4: 4,444 shares; 2026Q1: 4,655 shares 4,655 $432K 0.01% +211 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 reported; 2024Q4: 8,166 shares; 2025Q1: 7,675 shares; 2025Q2: 9,727 shares; 2025Q3: not reported; 2025Q4: 9,519 shares; 2026Q1: 9,519 shares 9,519 $432K 0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,082 shares; 2024Q4: 6,375 shares; 2025Q1: 6,457 shares; 2025Q2: 6,072 shares; 2025Q3: 6,269 shares; 2025Q4: 6,877 shares; 2026Q1: 4,689 shares 4,689 $432K 0.01% -2,188 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,280 shares; 2025Q1: 9,520 shares; 2025Q2: 9,480 shares; 2025Q3: 11,440 shares; 2025Q4: 11,762 shares; 2026Q1: 12,414 shares 12,414 $430K 0.01% +652 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,638 shares; 2024Q4: 1,782 shares; 2025Q1: 1,683 shares; 2025Q2: 1,562 shares; 2025Q3: 1,600 shares; 2025Q4: 1,667 shares; 2026Q1: 1,481 shares 1,481 $429K 0.01% -186 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 805 shares; 2025Q3: 814 shares; 2025Q4: 1,081 shares; 2026Q1: 1,095 shares 1,095 $425K 0.01% +14 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA 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: 9,579 shares 9,579 $424K 0.01% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 153,347 shares; 2025Q1: 166,877 shares; 2025Q2: 178,014 shares; 2025Q3: 207,871 shares; 2025Q4: 45,247 shares; 2026Q1: 8,546 shares 8,546 $416K 0.01% -36,701 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,036 shares 2,036 $409K 0.01% new Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,605 shares; 2025Q1: 5,605 shares; 2025Q2: 5,606 shares; 2025Q3: 5,607 shares; 2025Q4: 5,609 shares; 2026Q1: 5,610 shares 5,610 $405K 0.01% +1 Timeline ISD PGIM HIGH YIELD BOND FUND IN More: the full row for PGIM HIGH YIELD BOND FUND IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,433 shares; 2024Q4: 42,135 shares; 2025Q1: 43,025 shares; 2025Q2: 42,586 shares; 2025Q3: 40,930 shares; 2025Q4: 36,315 shares; 2026Q1: 30,541 shares 30,541 $403K 0.01% -5,774 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: 198,571 shares; 2024Q4: 198,962 shares; 2025Q1: 10,056 shares; 2025Q2: 9,157 shares; 2025Q3: 8,484 shares; 2025Q4: 8,485 shares; 2026Q1: 7,646 shares 7,646 $403K 0.01% -839 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,264 shares; 2025Q3: 1,245 shares; 2025Q4: 1,280 shares; 2026Q1: 1,943 shares 1,943 $397K 0.01% +663 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,315 shares 1,315 $394K 0.01% new Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,191 shares; 2025Q3: 34,576 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $394K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,424 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,853 shares 3,853 $393K 0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,394 shares; 2024Q4: 1,816 shares; 2025Q1: 1,580 shares; 2025Q2: 1,499 shares; 2025Q3: 1,470 shares; 2025Q4: 2,555 shares; 2026Q1: 2,481 shares 2,481 $392K 0.01% -74 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,121 shares; 2025Q2: 1,391 shares; 2025Q3: 1,383 shares; 2025Q4: 1,309 shares; 2026Q1: 1,449 shares 1,449 $391K 0.01% +140 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP 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: not reported; 2025Q3: 3,858 shares; 2025Q4: 4,706 shares; 2026Q1: 5,351 shares 5,351 $389K 0.01% +645 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 291 shares; 2025Q3: 297 shares; 2025Q4: 301 shares; 2026Q1: 305 shares 305 $389K 0.01% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,547 shares; 2025Q3: 5,274 shares; 2025Q4: 5,480 shares; 2026Q1: 6,341 shares 6,341 $388K 0.01% +861 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,102 shares; 2024Q4: 1,086 shares; 2025Q1: 1,183 shares; 2025Q2: 1,296 shares; 2025Q3: 1,351 shares; 2025Q4: 1,399 shares; 2026Q1: 1,522 shares 1,522 $385K 0.01% +123 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,358 shares; 2025Q3: 28,358 shares; 2025Q4: 28,358 shares; 2026Q1: 4,254 shares 4,254 $384K 0.01% -24,104 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,626 shares; 2025Q1: 3,612 shares; 2025Q2: 3,582 shares; 2025Q3: 3,666 shares; 2025Q4: 3,516 shares; 2026Q1: 3,915 shares 3,915 $384K 0.01% +399 Timeline EMXF 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: 8,183 shares; 2025Q2: 7,927 shares; 2025Q3: 7,894 shares; 2025Q4: 7,909 shares; 2026Q1: 7,909 shares 7,909 $382K 0.01% 0 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: 330 shares; 2024Q4: 344 shares; 2025Q1: 402 shares; 2025Q2: 418 shares; 2025Q3: 390 shares; 2025Q4: 15,718 shares; 2026Q1: 3,664 shares 3,664 $381K 0.01% -12,054 Timeline FAPR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,411 shares; 2025Q3: 9,411 shares; 2025Q4: 9,411 shares; 2026Q1: 8,411 shares 8,411 $378K 0.01% -1,000 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 reported; 2024Q4: 6,518 shares; 2025Q1: 6,518 shares; 2025Q2: 5,518 shares; 2025Q3: 5,518 shares; 2025Q4: 5,518 shares; 2026Q1: 5,518 shares 5,518 $378K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,193 shares; 2024Q4: 6,754 shares; 2025Q1: 6,940 shares; 2025Q2: 7,739 shares; 2025Q3: 7,910 shares; 2025Q4: 13,147 shares; 2026Q1: 7,861 shares 7,861 $377K 0.01% -5,286 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,518 shares; 2024Q4: 3,508 shares; 2025Q1: 3,583 shares; 2025Q2: 4,242 shares; 2025Q3: 3,582 shares; 2025Q4: 2,968 shares; 2026Q1: 3,948 shares 3,948 $377K 0.01% +980 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: 22,003 shares 22,003 $376K 0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 628 shares; 2024Q4: 637 shares; 2025Q1: 744 shares; 2025Q2: 756 shares; 2025Q3: 739 shares; 2025Q4: 1,087 shares; 2026Q1: 997 shares 997 $375K 0.01% -90 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 2,404 shares; 2025Q4: 2,423 shares; 2026Q1: 3,052 shares 3,052 $375K 0.01% +629 Timeline BAB 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: 40,618 shares; 2025Q3: 39,695 shares; 2025Q4: 38,848 shares; 2026Q1: 13,910 shares 13,910 $374K 0.01% -24,938 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 reported; 2024Q4: 2,139 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 1,851 shares; 2025Q4: 2,382 shares; 2026Q1: 2,556 shares 2,556 $373K 0.01% +174 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,360 shares; 2024Q4: 7,689 shares; 2025Q1: 7,450 shares; 2025Q2: 7,502 shares; 2025Q3: 7,558 shares; 2025Q4: 7,499 shares; 2026Q1: 7,922 shares 7,922 $372K 0.01% +423 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,439 shares; 2026Q1: 4,819 shares 4,819 $371K 0.01% +380 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,638 shares 7,638 $371K 0.01% new Timeline PAM PAMPA ENERGIA SA More: the full row for PAMPA ENERGIA SA 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: 4,253 shares 4,253 $371K 0.01% new 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: 8,413 shares; 2024Q4: 24,972 shares; 2025Q1: 26,804 shares; 2025Q2: 31,864 shares; 2025Q3: 3,112 shares; 2025Q4: 3,112 shares; 2026Q1: 3,112 shares 3,112 $370K 0.01% 0 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: 1,720 shares; 2024Q4: 2,844 shares; 2025Q1: 2,618 shares; 2025Q2: 2,718 shares; 2025Q3: 2,742 shares; 2025Q4: 2,745 shares; 2026Q1: 3,788 shares 3,788 $370K 0.01% +1,043 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS 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: 6,291 shares; 2025Q3: 7,780 shares; 2025Q4: 9,025 shares; 2026Q1: 9,039 shares 9,039 $367K 0.01% +14 Timeline COPX 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,513 shares; 2026Q1: 4,690 shares 4,690 $367K 0.01% +177 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,719 shares; 2025Q2: 1,827 shares; 2025Q3: 2,077 shares; 2025Q4: 1,996 shares; 2026Q1: 2,372 shares 2,372 $366K 0.01% +376 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 reported; 2024Q4: not reported; 2025Q1: 3,007 shares; 2025Q2: 3,509 shares; 2025Q3: 3,961 shares; 2025Q4: 4,770 shares; 2026Q1: 5,030 shares 5,030 $365K 0.01% +260 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 4,552 shares 4,552 $364K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,592 shares; 2025Q3: 2,963 shares; 2025Q4: 2,604 shares; 2026Q1: 2,656 shares 2,656 $363K 0.01% +52 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 2,835 shares 2,835 $363K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,829 shares; 2026Q1: 3,087 shares 3,087 $362K 0.01% +1,258 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: not reported; 2025Q1: 3,125 shares; 2025Q2: 2,633 shares; 2025Q3: 3,506 shares; 2025Q4: 3,191 shares; 2026Q1: 3,083 shares 3,083 $361K 0.01% -108 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,495 shares; 2025Q4: 15,503 shares; 2026Q1: 15,510 shares 15,510 $359K 0.01% +7 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 642 shares; 2026Q1: 628 shares 628 $359K 0.01% -14 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE 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: 584 shares; 2025Q3: 610 shares; 2025Q4: 635 shares; 2026Q1: 749 shares 749 $356K 0.01% +114 Timeline FXZ 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: 6,471 shares; 2025Q1: 6,471 shares; 2025Q2: 6,273 shares; 2025Q3: 5,558 shares; 2025Q4: 5,236 shares; 2026Q1: 4,569 shares 4,569 $354K 0.01% -667 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 638 shares; 2025Q2: not reported; 2025Q3: 584 shares; 2025Q4: 1,043 shares; 2026Q1: 964 shares 964 $354K 0.01% -79 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: 311 shares; 2026Q1: 382 shares 382 $352K 0.01% +71 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,831 shares; 2025Q1: 2,831 shares; 2025Q2: 2,831 shares; 2025Q3: 2,831 shares; 2025Q4: 2,831 shares; 2026Q1: 2,831 shares 2,831 $349K 0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,967 shares; 2024Q4: 73,362 shares; 2025Q1: 51,234 shares; 2025Q2: 18,622 shares; 2025Q3: 14,907 shares; 2025Q4: 12,626 shares; 2026Q1: 8,488 shares 8,488 $345K 0.01% -4,138 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,189 shares; 2025Q2: 7,189 shares; 2025Q3: 7,189 shares; 2025Q4: 7,189 shares; 2026Q1: 7,189 shares 7,189 $344K 0.01% 0 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: 13,169 shares; 2025Q1: 13,121 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,302 shares 8,302 $343K 0.01% new Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,223 shares; 2026Q1: 30,936 shares 30,936 $343K 0.01% +19,713 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,670 shares; 2025Q1: not reported; 2025Q2: 4,591 shares; 2025Q3: 4,650 shares; 2025Q4: 4,949 shares; 2026Q1: 4,590 shares 4,590 $342K 0.01% -359 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,180 shares; 2026Q1: 2,501 shares 2,501 $337K 0.01% -679 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF 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: 5,776 shares; 2026Q1: 7,455 shares 7,455 $335K 0.01% +1,679 Timeline DWLD DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,180 shares; 2025Q1: 9,600 shares; 2025Q2: 9,041 shares; 2025Q3: 9,041 shares; 2025Q4: 9,041 shares; 2026Q1: 7,600 shares 7,600 $335K 0.01% -1,441 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 reported; 2024Q4: 4,423 shares; 2025Q1: 4,423 shares; 2025Q2: 4,423 shares; 2025Q3: 4,250 shares; 2025Q4: 4,272 shares; 2026Q1: 3,608 shares 3,608 $335K 0.01% -664 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,541 shares; 2024Q4: 8,432 shares; 2025Q1: 7,059 shares; 2025Q2: 7,112 shares; 2025Q3: 6,850 shares; 2025Q4: 6,126 shares; 2026Q1: 7,372 shares 7,372 $333K 0.01% +1,246 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,748 shares; 2026Q1: 2,430 shares 2,430 $333K 0.01% +682 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,732 shares; 2025Q2: 18,756 shares; 2025Q3: 15,016 shares; 2025Q4: 15,560 shares; 2026Q1: 16,042 shares 16,042 $332K 0.01% +482 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,732 shares; 2025Q2: 2,889 shares; 2025Q3: 2,882 shares; 2025Q4: 2,956 shares; 2026Q1: 2,899 shares 2,899 $332K 0.01% -57 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,190 shares 2,190 $331K 0.01% new Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,678 shares 3,678 $330K 0.01% new Timeline DFNL DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,220 shares; 2025Q1: 10,220 shares; 2025Q2: 9,560 shares; 2025Q3: 9,560 shares; 2025Q4: 9,560 shares; 2026Q1: 7,308 shares 7,308 $330K 0.01% -2,252 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 442 shares; 2025Q1: 451 shares; 2025Q2: 448 shares; 2025Q3: 451 shares; 2025Q4: 686 shares; 2026Q1: 533 shares 533 $329K 0.01% -153 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,816 shares 4,816 $329K 0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 10,321 shares; 2025Q4: not reported; 2026Q1: 20,054 shares 20,054 $328K 0.01% new 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: 2,032 shares; 2024Q4: 2,739 shares; 2025Q1: 2,627 shares; 2025Q2: 2,571 shares; 2025Q3: 2,727 shares; 2025Q4: 3,065 shares; 2026Q1: 2,978 shares 2,978 $327K 0.01% -87 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: 25,411 shares; 2024Q4: 23,920 shares; 2025Q1: 22,355 shares; 2025Q2: 32,043 shares; 2025Q3: 27,224 shares; 2025Q4: 27,581 shares; 2026Q1: 27,851 shares 27,851 $325K 0.01% +270 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 383 shares; 2026Q1: 427 shares 427 $325K 0.01% +44 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,789 shares; 2025Q2: 19,389 shares; 2025Q3: 18,374 shares; 2025Q4: 19,095 shares; 2026Q1: 24,093 shares 24,093 $325K 0.01% +4,998 Timeline DFSE 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,582 shares 7,582 $324K 0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,942 shares; 2025Q3: 3,508 shares; 2025Q4: 3,475 shares; 2026Q1: 3,982 shares 3,982 $324K 0.01% +507 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,182 shares; 2025Q1: 2,659 shares; 2025Q2: 2,934 shares; 2025Q3: 2,875 shares; 2025Q4: 3,233 shares; 2026Q1: 2,899 shares 2,899 $323K 0.01% -334 Timeline FNOV 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 reported; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares; 2025Q3: 6,500 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $322K 0.01% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,320 shares; 2024Q4: 4,481 shares; 2025Q1: 3,588 shares; 2025Q2: 2,836 shares; 2025Q3: 2,895 shares; 2025Q4: 4,330 shares; 2026Q1: 3,992 shares 3,992 $318K 0.01% -338 Timeline BIPC BROOKFIELD INFRASTRUCTURE CO More: the full row for BROOKFIELD INFRASTRUCTURE 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: 7,987 shares 7,987 $316K 0.01% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,636 shares 1,636 $316K 0.01% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,504 shares; 2025Q1: 6,842 shares; 2025Q2: 6,259 shares; 2025Q3: 6,298 shares; 2025Q4: 6,343 shares; 2026Q1: 6,342 shares 6,342 $314K 0.01% -1 Timeline CAVA CAVA GROUP INC More: the full row for CAVA 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: 3,749 shares; 2026Q1: 3,907 shares 3,907 $313K 0.01% +158 Timeline IUSG 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: 1,530 shares; 2024Q4: 1,532 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,981 shares 1,981 $311K 0.01% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,832 shares; 2024Q4: 6,774 shares; 2025Q1: 6,722 shares; 2025Q2: 5,614 shares; 2025Q3: 3,880 shares; 2025Q4: 2,600 shares; 2026Q1: 2,564 shares 2,564 $310K 0.01% -36 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,492 shares; 2025Q2: 9,224 shares; 2025Q3: 10,138 shares; 2025Q4: 10,138 shares; 2026Q1: 9,224 shares 9,224 $309K 0.01% -914 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,334 shares; 2024Q4: 6,888 shares; 2025Q1: 7,983 shares; 2025Q2: 7,963 shares; 2025Q3: 7,963 shares; 2025Q4: 8,187 shares; 2026Q1: 8,338 shares 8,338 $309K 0.01% +151 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,189 shares 1,189 $308K 0.01% new 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 reported; 2024Q4: 7,274 shares; 2025Q1: 11,764 shares; 2025Q2: 4,255 shares; 2025Q3: 3,667 shares; 2025Q4: 6,757 shares; 2026Q1: 3,930 shares 3,930 $307K 0.01% -2,827 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,531 shares; 2025Q2: 2,385 shares; 2025Q3: 1,795 shares; 2025Q4: 2,312 shares; 2026Q1: 1,966 shares 1,966 $306K 0.01% -346 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,166 shares; 2026Q1: 1,227 shares 1,227 $304K 0.01% +61 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,962 shares; 2025Q2: 9,188 shares; 2025Q3: 18,175 shares; 2025Q4: 28,450 shares; 2026Q1: 948 shares 948 $304K 0.01% -27,502 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 reported; 2024Q4: 2,041 shares; 2025Q1: 2,036 shares; 2025Q2: 2,563 shares; 2025Q3: 2,026 shares; 2025Q4: 2,042 shares; 2026Q1: 2,060 shares 2,060 $302K 0.01% +18 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 832 shares; 2024Q4: 1,066 shares; 2025Q1: 1,521 shares; 2025Q2: 1,389 shares; 2025Q3: 1,373 shares; 2025Q4: 1,636 shares; 2026Q1: 1,575 shares 1,575 $300K 0.01% -61 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,104 shares; 2025Q1: 4,104 shares; 2025Q2: 4,004 shares; 2025Q3: 4,004 shares; 2025Q4: 4,005 shares; 2026Q1: 3,943 shares 3,943 $300K 0.01% -62 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,921 shares; 2025Q2: 17,083 shares; 2025Q3: 16,044 shares; 2025Q4: 16,052 shares; 2026Q1: 15,913 shares 15,913 $298K 0.01% -139 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,161 shares; 2025Q1: 5,091 shares; 2025Q2: 5,214 shares; 2025Q3: 5,011 shares; 2025Q4: 6,137 shares; 2026Q1: 6,654 shares 6,654 $297K 0.01% +517 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 reported; 2024Q4: not reported; 2025Q1: 5,351 shares; 2025Q2: 6,774 shares; 2025Q3: 7,001 shares; 2025Q4: not reported; 2026Q1: 5,201 shares 5,201 $297K 0.01% new Timeline FMDE 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: 8,018 shares; 2024Q4: 8,042 shares; 2025Q1: 8,069 shares; 2025Q2: 8,095 shares; 2025Q3: 8,122 shares; 2025Q4: 8,146 shares; 2026Q1: 8,170 shares 8,170 $297K 0.01% +24 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 74,855 shares; 2025Q1: 110,324 shares; 2025Q2: 9,594 shares; 2025Q3: 5,319 shares; 2025Q4: 3,258 shares; 2026Q1: 2,676 shares 2,676 $296K 0.01% -582 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 446 shares; 2025Q3: 470 shares; 2025Q4: 521 shares; 2026Q1: 524 shares 524 $296K 0.01% +3 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 577 shares; 2025Q3: 623 shares; 2025Q4: 738 shares; 2026Q1: 743 shares 743 $295K 0.01% +5 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 327 shares 327 $293K 0.01% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,241 shares; 2025Q1: not reported; 2025Q2: 3,776 shares; 2025Q3: 3,769 shares; 2025Q4: 3,606 shares; 2026Q1: 3,668 shares 3,668 $293K 0.01% +62 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,768 shares; 2025Q1: 18,768 shares; 2025Q2: 18,300 shares; 2025Q3: 18,300 shares; 2025Q4: 16,800 shares; 2026Q1: 16,800 shares 16,800 $292K 0.01% 0 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,783 shares; 2025Q2: 17,964 shares; 2025Q3: 15,515 shares; 2025Q4: 16,379 shares; 2026Q1: 21,829 shares 21,829 $290K <0.01% +5,450 Timeline CRUX 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,655 shares 9,655 $290K <0.01% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES 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: 4,748 shares 4,748 $288K <0.01% new Timeline PRCS PARNASSUS FUNDS II More: the full row for PARNASSUS FUNDS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,384 shares 11,384 $288K <0.01% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,696 shares 2,696 $288K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,506 shares 1,506 $287K <0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 1,330 shares; 2025Q3: 1,528 shares; 2025Q4: 2,015 shares; 2026Q1: 1,824 shares 1,824 $285K <0.01% -191 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,317 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,281 shares 3,281 $285K <0.01% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285 shares; 2025Q3: 263 shares; 2025Q4: 261 shares; 2026Q1: 285 shares 285 $284K <0.01% +24 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,229 shares; 2025Q4: not reported; 2026Q1: 10,330 shares 10,330 $284K <0.01% new 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: 3,110 shares; 2024Q4: 3,338 shares; 2025Q1: 3,793 shares; 2025Q2: 3,128 shares; 2025Q3: 2,589 shares; 2025Q4: 2,622 shares; 2026Q1: 2,342 shares 2,342 $283K <0.01% -280 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,866 shares; 2025Q1: 2,609 shares; 2025Q2: 3,237 shares; 2025Q3: 2,992 shares; 2025Q4: 3,987 shares; 2026Q1: 3,147 shares 3,147 $283K <0.01% -840 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,507 shares; 2025Q4: 1,533 shares; 2026Q1: 1,529 shares 1,529 $281K <0.01% -4 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,310 shares; 2026Q1: 11,426 shares 11,426 $279K <0.01% +1,116 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: not reported; 2025Q1: 5,968 shares; 2025Q2: 6,774 shares; 2025Q3: 8,072 shares; 2025Q4: 8,072 shares; 2026Q1: 7,636 shares 7,636 $279K <0.01% -436 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: 7,746 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,671 shares; 2025Q3: 8,303 shares; 2025Q4: 8,070 shares; 2026Q1: 8,082 shares 8,082 $278K <0.01% +12 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 22,072 shares; 2026Q1: 23,961 shares 23,961 $277K <0.01% +1,889 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,275 shares; 2025Q3: 1,059 shares; 2025Q4: 1,303 shares; 2026Q1: 1,611 shares 1,611 $277K <0.01% +308 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 reported; 2024Q4: 10,058 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,771 shares; 2026Q1: 13,592 shares 13,592 $276K <0.01% +1,821 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: 5,495 shares 5,495 $275K <0.01% new 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: 2,799 shares; 2024Q4: 2,801 shares; 2025Q1: 2,803 shares; 2025Q2: 2,870 shares; 2025Q3: 3,127 shares; 2025Q4: 3,366 shares; 2026Q1: 3,364 shares 3,364 $274K <0.01% -2 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,103 shares; 2025Q3: 7,308 shares; 2025Q4: 7,741 shares; 2026Q1: 7,867 shares 7,867 $274K <0.01% +126 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,517 shares; 2025Q4: 3,114 shares; 2026Q1: 3,365 shares 3,365 $273K <0.01% +251 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 806 shares; 2025Q3: 847 shares; 2025Q4: 893 shares; 2026Q1: 950 shares 950 $272K <0.01% +57 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,346 shares; 2025Q1: 4,336 shares; 2025Q2: 4,427 shares; 2025Q3: 4,490 shares; 2025Q4: 4,461 shares; 2026Q1: 4,670 shares 4,670 $272K <0.01% +209 Timeline PDM PIEDMONT REALTY TRUST INC More: the full row for PIEDMONT REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,753 shares; 2024Q4: 46,622 shares; 2025Q1: 43,579 shares; 2025Q2: 41,967 shares; 2025Q3: 41,967 shares; 2025Q4: 41,967 shares; 2026Q1: 42,002 shares 42,002 $272K <0.01% +35 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,705 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,672 shares 5,672 $271K <0.01% new 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: 2,782 shares; 2024Q4: 3,081 shares; 2025Q1: 3,045 shares; 2025Q2: 3,005 shares; 2025Q3: 3,006 shares; 2025Q4: 2,286 shares; 2026Q1: 2,288 shares 2,288 $270K <0.01% +2 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,863 shares; 2025Q3: 11,863 shares; 2025Q4: 23,726 shares; 2026Q1: 5,130 shares 5,130 $270K <0.01% -18,596 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,582 shares; 2026Q1: 10,187 shares 10,187 $268K <0.01% +1,605 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,295 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,223 shares; 2025Q4: 5,937 shares; 2026Q1: 5,988 shares 5,988 $265K <0.01% +51 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,653 shares; 2025Q1: 3,335 shares; 2025Q2: 3,336 shares; 2025Q3: not reported; 2025Q4: 1,716 shares; 2026Q1: 635 shares 635 $264K <0.01% -1,081 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,212 shares 23,212 $264K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS 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: 3,016 shares; 2026Q1: 3,204 shares 3,204 $263K <0.01% +188 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 reported; 2024Q4: 15,062 shares; 2025Q1: 12,381 shares; 2025Q2: 6,661 shares; 2025Q3: 6,609 shares; 2025Q4: 5,559 shares; 2026Q1: 3,839 shares 3,839 $263K <0.01% -1,720 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,750 shares 1,750 $262K <0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,365 shares; 2024Q4: 38,943 shares; 2025Q1: 39,002 shares; 2025Q2: 40,191 shares; 2025Q3: 47,686 shares; 2025Q4: 43,095 shares; 2026Q1: 56,480 shares 56,480 $262K <0.01% +13,385 Timeline AGGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,683 shares; 2024Q4: 4,397 shares; 2025Q1: 4,374 shares; 2025Q2: 4,314 shares; 2025Q3: 3,708 shares; 2025Q4: 3,169 shares; 2026Q1: 2,521 shares 2,521 $262K <0.01% -648 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,667 shares 2,667 $260K <0.01% new Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,215 shares; 2025Q1: 10,225 shares; 2025Q2: 10,242 shares; 2025Q3: 10,395 shares; 2025Q4: 10,408 shares; 2026Q1: 10,614 shares 10,614 $259K <0.01% +206 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: 2,883 shares; 2024Q4: 2,750 shares; 2025Q1: 2,708 shares; 2025Q2: 2,410 shares; 2025Q3: 2,417 shares; 2025Q4: 2,430 shares; 2026Q1: 2,441 shares 2,441 $259K <0.01% +11 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 842 shares 842 $258K <0.01% new Timeline BWA BORGWARNER INC More: the full row for BORGWARNER 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: 4,718 shares 4,718 $257K <0.01% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 864 shares 864 $257K <0.01% -571 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,163 shares 2,163 $256K <0.01% new Timeline XNCMX NUVEEN CALIF AMT FREE MUNI I More: the full row for NUVEEN CALIF AMT FREE MUNI I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,185 shares; 2025Q3: 21,185 shares; 2025Q4: 21,185 shares; 2026Q1: 21,185 shares 21,185 $254K <0.01% 0 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,180 shares; 2024Q4: 4,180 shares; 2025Q1: 4,180 shares; 2025Q2: 4,180 shares; 2025Q3: 4,180 shares; 2025Q4: 4,180 shares; 2026Q1: 4,180 shares 4,180 $252K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 489 shares; 2025Q3: 515 shares; 2025Q4: 559 shares; 2026Q1: 632 shares 632 $249K <0.01% +73 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,138 shares; 2025Q1: 1,377 shares; 2025Q2: 1,220 shares; 2025Q3: 992 shares; 2025Q4: 1,016 shares; 2026Q1: 778 shares 778 $247K <0.01% -238 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $246K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,418 shares 6,418 $246K <0.01% new 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: 7,393 shares; 2024Q4: 7,617 shares; 2025Q1: 7,366 shares; 2025Q2: 7,055 shares; 2025Q3: 5,799 shares; 2025Q4: 5,565 shares; 2026Q1: 5,380 shares 5,380 $244K <0.01% -185 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 728 shares 728 $243K <0.01% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,704 shares; 2025Q2: 4,076 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,403 shares 4,403 $243K <0.01% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,468 shares; 2025Q2: 2,401 shares; 2025Q3: 2,401 shares; 2025Q4: 4,802 shares; 2026Q1: 4,802 shares 4,802 $242K <0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,380 shares; 2025Q4: 1,363 shares; 2026Q1: 1,562 shares 1,562 $240K <0.01% +199 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,846 shares; 2024Q4: 4,089 shares; 2025Q1: 5,223 shares; 2025Q2: 4,377 shares; 2025Q3: 2,847 shares; 2025Q4: 2,121 shares; 2026Q1: 2,260 shares 2,260 $240K <0.01% +139 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: not reported; 2025Q4: not reported; 2026Q1: 13,086 shares 13,086 $239K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,630 shares; 2025Q3: 1,624 shares; 2025Q4: 1,624 shares; 2026Q1: 1,608 shares 1,608 $238K <0.01% -16 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,945 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,247 shares; 2025Q4: 8,663 shares; 2026Q1: 8,918 shares 8,918 $237K <0.01% +255 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 8,443 shares; 2026Q1: 8,578 shares 8,578 $236K <0.01% +135 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,917 shares 2,917 $235K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 3,014 shares; 2025Q2: 2,921 shares; 2025Q3: 3,008 shares; 2025Q4: 3,717 shares; 2026Q1: 3,258 shares 3,258 $235K <0.01% -459 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares 826 $233K <0.01% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,485 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,608 shares; 2025Q4: 12,983 shares; 2026Q1: 6,325 shares 6,325 $233K <0.01% -6,658 Timeline TIPX 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: 20,572 shares; 2025Q3: 20,572 shares; 2025Q4: 20,572 shares; 2026Q1: 12,131 shares 12,131 $232K <0.01% -8,441 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 9,629 shares; 2025Q4: 10,696 shares; 2026Q1: 7,667 shares 7,667 $232K <0.01% -3,029 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD 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: 7,270 shares; 2026Q1: 7,229 shares 7,229 $231K <0.01% -41 Timeline QMAR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,724 shares; 2025Q3: 7,646 shares; 2025Q4: 6,840 shares; 2026Q1: 6,840 shares 6,840 $231K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR 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: 1,317 shares; 2026Q1: 1,157 shares 1,157 $231K <0.01% -160 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS 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: 3,526 shares; 2026Q1: 5,434 shares 5,434 $230K <0.01% +1,908 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,512 shares; 2025Q2: 4,820 shares; 2025Q3: 3,561 shares; 2025Q4: 2,964 shares; 2026Q1: 3,746 shares 3,746 $229K <0.01% +782 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 696 shares 696 $229K <0.01% new Timeline MKSI MKS INC. More: the full row for MKS 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: 961 shares 961 $227K <0.01% new Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,614 shares; 2025Q1: 21,521 shares; 2025Q2: 21,521 shares; 2025Q3: 18,851 shares; 2025Q4: 18,040 shares; 2026Q1: 18,040 shares 18,040 $226K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,394 shares 2,394 $226K <0.01% new 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: 10,917 shares; 2024Q4: 13,690 shares; 2025Q1: 10,880 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,745 shares 6,745 $226K <0.01% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,835 shares; 2025Q2: 13,500 shares; 2025Q3: 13,922 shares; 2025Q4: 14,563 shares; 2026Q1: 15,040 shares 15,040 $225K <0.01% +477 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,602 shares; 2025Q4: 4,602 shares; 2026Q1: 4,602 shares 4,602 $224K <0.01% 0 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,547 shares; 2025Q2: 6,009 shares; 2025Q3: 5,455 shares; 2025Q4: 5,279 shares; 2026Q1: 5,260 shares 5,260 $223K <0.01% -19 Timeline RTH 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: 7,460 shares; 2025Q1: 7,542 shares; 2025Q2: 7,717 shares; 2025Q3: 2,385 shares; 2025Q4: 1,625 shares; 2026Q1: 883 shares 883 $223K <0.01% -742 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,785 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,583 shares 1,583 $222K <0.01% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,225 shares 1,225 $221K <0.01% new Timeline SPYC SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,495 shares; 2024Q4: 5,556 shares; 2025Q1: not reported; 2025Q2: 5,556 shares; 2025Q3: 5,556 shares; 2025Q4: 5,556 shares; 2026Q1: 5,556 shares 5,556 $221K <0.01% 0 Timeline GPRK GEOPARK LTD More: the full row for GEOPARK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,185 shares 25,185 $220K <0.01% new Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,691 shares; 2024Q4: 14,240 shares; 2025Q1: 14,260 shares; 2025Q2: 12,909 shares; 2025Q3: 12,992 shares; 2025Q4: 13,027 shares; 2026Q1: 12,738 shares 12,738 $219K <0.01% -289 Timeline FEX 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: 3,705 shares; 2024Q4: 3,444 shares; 2025Q1: 3,373 shares; 2025Q2: 3,323 shares; 2025Q3: 2,682 shares; 2025Q4: 2,131 shares; 2026Q1: 1,780 shares 1,780 $218K <0.01% -351 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,499 shares 4,499 $218K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,098 shares 3,098 $218K <0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 823 shares 823 $218K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 348 shares; 2026Q1: 348 shares 348 $216K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,387 shares; 2025Q2: 10,891 shares; 2025Q3: 10,669 shares; 2025Q4: 11,289 shares; 2026Q1: 8,633 shares 8,633 $214K <0.01% -2,656 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: not reported; 2024Q4: 2,756 shares; 2025Q1: 2,974 shares; 2025Q2: 3,525 shares; 2025Q3: 3,157 shares; 2025Q4: 4,517 shares; 2026Q1: 3,442 shares 3,442 $213K <0.01% -1,075 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,900 shares; 2025Q1: not reported; 2025Q2: 2,417 shares; 2025Q3: 1,958 shares; 2025Q4: 2,422 shares; 2026Q1: 3,037 shares 3,037 $213K <0.01% +615 Timeline PXH 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: 7,925 shares; 2025Q4: 7,925 shares; 2026Q1: 7,925 shares 7,925 $212K <0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,095 shares; 2025Q3: 4,095 shares; 2025Q4: 4,095 shares; 2026Q1: 4,066 shares 4,066 $212K <0.01% -29 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: 1,163 shares; 2024Q4: 1,116 shares; 2025Q1: 1,029 shares; 2025Q2: 1,945 shares; 2025Q3: 1,249 shares; 2025Q4: 1,320 shares; 2026Q1: 946 shares 946 $212K <0.01% -374 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,850 shares 5,850 $211K <0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS 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: 3,887 shares 3,887 $211K <0.01% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,211 shares; 2024Q4: 1,951 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,457 shares 1,457 $211K <0.01% new 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: 1,463 shares; 2024Q4: 1,034 shares; 2025Q1: 1,039 shares; 2025Q2: 920 shares; 2025Q3: 891 shares; 2025Q4: 884 shares; 2026Q1: 885 shares 885 $211K <0.01% +1 Timeline SH PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,599 shares 5,599 $211K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,164 shares; 2025Q3: 3,933 shares; 2025Q4: 4,080 shares; 2026Q1: 2,941 shares 2,941 $210K <0.01% -1,139 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,994 shares; 2024Q4: 14,014 shares; 2025Q1: 14,545 shares; 2025Q2: 13,724 shares; 2025Q3: 13,765 shares; 2025Q4: 13,820 shares; 2026Q1: 14,436 shares 14,436 $210K <0.01% +616 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,743 shares; 2024Q4: 1,618 shares; 2025Q1: 1,328 shares; 2025Q2: 1,161 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,087 shares 1,087 $210K <0.01% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,537 shares 3,537 $210K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,292 shares; 2026Q1: 1,130 shares 1,130 $210K <0.01% -162 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: 4,244 shares; 2024Q4: 4,305 shares; 2025Q1: 4,316 shares; 2025Q2: 4,316 shares; 2025Q3: 4,316 shares; 2025Q4: 4,316 shares; 2026Q1: 4,066 shares 4,066 $210K <0.01% -250 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 286 shares 286 $209K <0.01% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,724 shares 11,724 $208K <0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,389 shares; 2025Q3: 2,849 shares; 2025Q4: 3,857 shares; 2026Q1: 2,353 shares 2,353 $207K <0.01% -1,504 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: 3,851 shares; 2024Q4: 3,813 shares; 2025Q1: 4,075 shares; 2025Q2: 7,300 shares; 2025Q3: 7,034 shares; 2025Q4: 6,677 shares; 2026Q1: 5,544 shares 5,544 $206K <0.01% -1,133 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 982 shares 982 $206K <0.01% new 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 reported; 2024Q4: 1,708 shares; 2025Q1: 1,571 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,462 shares; 2026Q1: 1,204 shares 1,204 $205K <0.01% -258 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,147 shares 1,147 $205K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: 10,150 shares; 2025Q2: 13,579 shares; 2025Q3: 14,280 shares; 2025Q4: 14,272 shares; 2026Q1: 10,735 shares 10,735 $204K <0.01% -3,537 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR 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: 547 shares 547 $202K <0.01% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH 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: 6,961 shares; 2025Q3: 8,914 shares; 2025Q4: 9,142 shares; 2026Q1: 6,547 shares 6,547 $201K <0.01% -2,595 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,057 shares; 2024Q4: 15,042 shares; 2025Q1: 5,404 shares; 2025Q2: 5,056 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,486 shares 3,486 $201K <0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 997 shares 997 $200K <0.01% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262 shares 262 $200K <0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,573 shares; 2026Q1: 28,740 shares 28,740 $188K <0.01% +9,167 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 200,016 shares; 2025Q2: 225,788 shares; 2025Q3: 215,363 shares; 2025Q4: 219,083 shares; 2026Q1: 81,107 shares 81,107 $171K <0.01% -137,976 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: 19,236 shares; 2024Q4: 19,284 shares; 2025Q1: 19,334 shares; 2025Q2: 18,754 shares; 2025Q3: 18,804 shares; 2025Q4: 18,853 shares; 2026Q1: 18,903 shares 18,903 $169K <0.01% +50 Timeline TKC TURKCELL ILETISIM More: the full row for TURKCELL ILETISIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,912 shares; 2025Q2: 20,727 shares; 2025Q3: 41,620 shares; 2025Q4: 34,580 shares; 2026Q1: 27,537 shares 27,537 $167K <0.01% -7,043 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,916 shares; 2024Q4: 18,447 shares; 2025Q1: 18,428 shares; 2025Q2: 17,978 shares; 2025Q3: 18,091 shares; 2025Q4: 18,083 shares; 2026Q1: 18,478 shares 18,478 $153K <0.01% +395 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS 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: 35,410 shares; 2025Q3: 35,410 shares; 2025Q4: 35,410 shares; 2026Q1: 14,606 shares 14,606 $152K <0.01% -20,804 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,699 shares; 2024Q4: 16,389 shares; 2025Q1: 14,699 shares; 2025Q2: 14,699 shares; 2025Q3: 14,699 shares; 2025Q4: 14,699 shares; 2026Q1: 14,699 shares 14,699 $151K <0.01% 0 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,166 shares; 2024Q4: 17,845 shares; 2025Q1: 17,063 shares; 2025Q2: 21,628 shares; 2025Q3: 21,741 shares; 2025Q4: 20,633 shares; 2026Q1: 15,714 shares 15,714 $149K <0.01% -4,919 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,915 shares; 2025Q1: 11,915 shares; 2025Q2: 11,915 shares; 2025Q3: 11,915 shares; 2025Q4: 11,915 shares; 2026Q1: 11,915 shares 11,915 $132K <0.01% 0 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 11,533 shares; 2025Q1: 11,533 shares; 2025Q2: 11,533 shares; 2025Q3: 11,533 shares; 2025Q4: 11,533 shares; 2026Q1: 11,533 shares 11,533 $128K <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,148 shares 11,148 $128K <0.01% new Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,480 shares; 2024Q4: 20,745 shares; 2025Q1: 22,946 shares; 2025Q2: 21,430 shares; 2025Q3: 21,080 shares; 2025Q4: not reported; 2026Q1: 15,082 shares 15,082 $123K <0.01% new Timeline CIG CIA ENERGETICA DE MINAS GERA More: the full row for CIA ENERGETICA DE MINAS GERA 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: 46,846 shares; 2025Q3: 48,876 shares; 2025Q4: 48,796 shares; 2026Q1: 49,082 shares 49,082 $119K <0.01% +286 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,762 shares; 2025Q1: 32,082 shares; 2025Q2: 37,521 shares; 2025Q3: 28,296 shares; 2025Q4: 22,237 shares; 2026Q1: 22,237 shares 22,237 $114K <0.01% 0 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,099 shares; 2025Q1: 11,406 shares; 2025Q2: 11,340 shares; 2025Q3: 11,358 shares; 2025Q4: 11,023 shares; 2026Q1: 10,029 shares 10,029 $111K <0.01% -994 Timeline XEXGX 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: 11,832 shares; 2024Q4: 12,082 shares; 2025Q1: 12,082 shares; 2025Q2: 12,082 shares; 2025Q3: 12,082 shares; 2025Q4: 12,082 shares; 2026Q1: 12,475 shares 12,475 $110K <0.01% +393 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,197 shares 10,197 $102K <0.01% new Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,067 shares; 2025Q2: 19,067 shares; 2025Q3: 19,362 shares; 2025Q4: 23,089 shares; 2026Q1: 22,154 shares 22,154 $101K <0.01% -935 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,286 shares 15,286 $94.8K <0.01% new Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,355 shares; 2026Q1: 19,781 shares 19,781 $94.8K <0.01% -8,574 Timeline SITC SITE CTRS CORP More: the full row for SITE CTRS 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: 17,553 shares 17,553 $94.1K <0.01% new Timeline SWIM LATHAM GROUP INC More: the full row for LATHAM 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: 12,836 shares; 2025Q3: 16,422 shares; 2025Q4: 13,102 shares; 2026Q1: 16,814 shares 16,814 $90.1K <0.01% +3,712 Timeline XNROX NEUBERGER R/EST SECS INC FD More: the full row for NEUBERGER R/EST SECS INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,228 shares; 2025Q1: 22,228 shares; 2025Q2: 22,228 shares; 2025Q3: 22,228 shares; 2025Q4: 22,228 shares; 2026Q1: 22,228 shares 22,228 $64K <0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,345 shares; 2026Q1: 10,078 shares 10,078 $57.9K <0.01% -267 Timeline RSKD RISKIFIED LTD More: the full row for RISKIFIED LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,083 shares 14,083 $55.8K <0.01% new Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,768 shares 14,768 $55.1K <0.01% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,792 shares; 2024Q4: 32,549 shares; 2025Q1: 32,566 shares; 2025Q2: 33,602 shares; 2025Q3: 20,839 shares; 2025Q4: 16,413 shares; 2026Q1: 16,413 shares 16,413 $43K <0.01% 0 Timeline CRBU CARIBOU BIOSCIENCES INC More: the full row for CARIBOU BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $29.9K <0.01% 0 Timeline SGRP SPAR GROUP INC More: the full row for SPAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,064 shares 33,064 $19.6K <0.01% new Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,219 shares 15,219 $14K <0.01% new Timeline