NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,009,769 shares; 2024Q4: 12,796,593 shares; 2025Q1: 11,793,715 shares; 2025Q2: 9,698,027 shares; 2025Q3: 9,705,329 shares; 2025Q4: 9,739,956 shares; 2026Q1: 9,729,068 shares 9,729,068 $1.7B 18.08% -10,888 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394,464 shares; 2024Q4: 1,645,066 shares; 2025Q1: 1,892,847 shares; 2025Q2: 2,459,406 shares; 2025Q3: 2,870,845 shares; 2025Q4: 3,355,334 shares; 2026Q1: 3,740,822 shares 3,740,822 $1.08B 11.46% +385,488 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,553,838 shares; 2024Q4: 8,424,859 shares; 2025Q1: 8,424,838 shares; 2025Q2: 8,424,838 shares; 2025Q3: 9,000,968 shares; 2025Q4: 9,012,737 shares; 2026Q1: 9,005,313 shares 9,005,313 $1B 10.69% -7,424 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034,247 shares; 2024Q4: 1,161,814 shares; 2025Q1: 1,242,610 shares; 2025Q2: 1,247,572 shares; 2025Q3: 1,234,913 shares; 2025Q4: 1,482,724 shares; 2026Q1: 1,534,381 shares 1,534,381 $1B 10.68% +51,657 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504,660 shares; 2024Q4: 507,399 shares; 2025Q1: 1,343,264 shares; 2025Q2: 1,433,659 shares; 2025Q3: 1,703,024 shares; 2025Q4: 1,570,417 shares; 2026Q1: 1,561,605 shares 1,561,605 $483M 5.15% -8,812 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,831 shares; 2024Q4: 140,528 shares; 2025Q1: 352,411 shares; 2025Q2: 615,424 shares; 2025Q3: 1,237,290 shares; 2025Q4: 1,246,825 shares; 2026Q1: 1,799,679 shares 1,799,679 $375M 3.99% +552,854 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,153 shares; 2024Q4: 126,390 shares; 2025Q1: 164,957 shares; 2025Q2: 470,846 shares; 2025Q3: 483,783 shares; 2025Q4: 509,785 shares; 2026Q1: 516,261 shares 516,261 $308M 3.29% +6,476 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,087 shares; 2024Q4: 948,391 shares; 2025Q1: 1,007,106 shares; 2025Q2: 844,326 shares; 2025Q3: 845,573 shares; 2025Q4: 835,873 shares; 2026Q1: 821,752 shares 821,752 $236M 2.51% -14,121 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274,446 shares; 2024Q4: 1,441,816 shares; 2025Q1: 1,844,864 shares; 2025Q2: 1,610,974 shares; 2025Q3: 1,437,683 shares; 2025Q4: 1,603,820 shares; 2026Q1: 1,975,576 shares 1,975,576 $227M 2.42% +371,756 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620,387 shares; 2024Q4: 620,410 shares; 2025Q1: 658,771 shares; 2025Q2: 652,740 shares; 2025Q3: 652,811 shares; 2025Q4: 657,103 shares; 2026Q1: 657,084 shares 657,084 $207M 2.2% -19 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,637 shares; 2024Q4: 879,798 shares; 2025Q1: 868,791 shares; 2025Q2: 939,288 shares; 2025Q3: 970,825 shares; 2025Q4: 1,524,821 shares; 2026Q1: 1,807,317 shares 1,807,317 $179M 1.91% +282,496 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,409 shares; 2024Q4: 41,985 shares; 2025Q1: 41,031 shares; 2025Q2: 175,386 shares; 2025Q3: 465,076 shares; 2025Q4: 477,339 shares; 2026Q1: 460,379 shares 460,379 $170M 1.82% -16,960 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266,618 shares; 2024Q4: 1,363,953 shares; 2025Q1: 1,460,082 shares; 2025Q2: 1,522,617 shares; 2025Q3: 1,478,120 shares; 2025Q4: 1,726,862 shares; 2026Q1: 1,765,613 shares 1,765,613 $160M 1.7% +38,751 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: 563,262 shares; 2024Q4: 641,883 shares; 2025Q1: 667,322 shares; 2025Q2: 731,206 shares; 2025Q3: 734,092 shares; 2025Q4: 823,682 shares; 2026Q1: 1,539,713 shares 1,539,713 $121M 1.29% +716,031 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,712 shares; 2024Q4: 188,632 shares; 2025Q1: 190,862 shares; 2025Q2: 167,485 shares; 2025Q3: 163,677 shares; 2025Q4: 169,929 shares; 2026Q1: 167,975 shares 167,975 $109M 1.16% -1,954 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,203 shares; 2024Q4: 298,302 shares; 2025Q1: 293,556 shares; 2025Q2: 302,750 shares; 2025Q3: 297,426 shares; 2025Q4: 342,408 shares; 2026Q1: 356,234 shares 356,234 $102M 1.09% +13,826 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,792 shares; 2024Q4: 791,601 shares; 2025Q1: 252,653 shares; 2025Q2: 281,807 shares; 2025Q3: 282,256 shares; 2025Q4: 273,667 shares; 2026Q1: 267,580 shares 267,580 $90.4M 0.96% -6,087 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,316 shares; 2024Q4: 274,799 shares; 2025Q1: 272,323 shares; 2025Q2: 287,655 shares; 2025Q3: 266,696 shares; 2025Q4: 314,615 shares; 2026Q1: 326,559 shares 326,559 $81M 0.86% +11,944 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 763,669 shares; 2024Q4: 764,128 shares; 2025Q1: 791,764 shares; 2025Q2: 795,658 shares; 2025Q3: 771,251 shares; 2025Q4: 1,093,363 shares; 2026Q1: 1,091,083 shares 1,091,083 $76.1M 0.81% -2,280 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 563,632 shares; 2024Q4: 603,995 shares; 2025Q1: 674,939 shares; 2025Q2: 702,133 shares; 2025Q3: 814,760 shares; 2025Q4: 925,981 shares; 2026Q1: 759,979 shares 759,979 $67M 0.71% -166,002 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: 228,368 shares; 2024Q4: 301,545 shares; 2025Q1: 313,315 shares; 2025Q2: 314,193 shares; 2025Q3: 331,715 shares; 2025Q4: 344,447 shares; 2026Q1: 366,263 shares 366,263 $65.9M 0.7% +21,816 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519,054 shares; 2024Q4: 623,540 shares; 2025Q1: 656,173 shares; 2025Q2: 674,045 shares; 2025Q3: 682,852 shares; 2025Q4: 743,623 shares; 2026Q1: 793,126 shares 793,126 $63.1M 0.67% +49,503 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 435,473 shares; 2024Q4: 509,591 shares; 2025Q1: 470,212 shares; 2025Q2: 469,815 shares; 2025Q3: 468,764 shares; 2025Q4: 479,639 shares; 2026Q1: 479,639 shares 479,639 $60.6M 0.65% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,189 shares; 2024Q4: 22,575 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 250 shares; 2025Q4: 1,597 shares; 2026Q1: 37,911 shares 37,911 $50.1M 0.53% +36,314 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,646 shares; 2024Q4: 151,976 shares; 2025Q1: 166,062 shares; 2025Q2: 135,928 shares; 2025Q3: 132,907 shares; 2025Q4: 135,611 shares; 2026Q1: 144,422 shares 144,422 $46.3M 0.49% +8,811 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 6,285 shares; 2025Q1: 3,782 shares; 2025Q2: 3,786 shares; 2025Q3: 3,794 shares; 2025Q4: 40,695 shares; 2026Q1: 39,895 shares 39,895 $46.2M 0.49% -800 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 686,777 shares; 2024Q4: 686,777 shares; 2025Q1: 686,049 shares; 2025Q2: 686,049 shares; 2025Q3: 694,226 shares; 2025Q4: 677,666 shares; 2026Q1: 667,666 shares 667,666 $37.8M 0.4% -10,000 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,634 shares; 2024Q4: 476,634 shares; 2025Q1: 476,634 shares; 2025Q2: 476,634 shares; 2025Q3: 476,634 shares; 2025Q4: 476,634 shares; 2026Q1: 476,634 shares 476,634 $36.4M 0.39% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 485,565 shares; 2024Q4: 485,572 shares; 2025Q1: 485,565 shares; 2025Q2: 385,565 shares; 2025Q3: 386,002 shares; 2025Q4: 385,927 shares; 2026Q1: 385,927 shares 385,927 $35.7M 0.38% 0 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: 346,404 shares; 2025Q4: 2,338,259 shares; 2026Q1: 2,328,059 shares 2,328,059 $33.5M 0.36% -10,200 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 850,000 shares; 2024Q4: 3,606,361 shares; 2025Q1: 2,450,000 shares; 2025Q2: 2,450,000 shares; 2025Q3: 2,550,000 shares; 2025Q4: 4,492,000 shares; 2026Q1: 3,492,000 shares 3,492,000 $31.9M 0.34% -1,000,000 Timeline JIRE 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: 331,464 shares; 2024Q4: 329,692 shares; 2025Q1: 340,050 shares; 2025Q2: 325,485 shares; 2025Q3: 311,707 shares; 2025Q4: 366,523 shares; 2026Q1: 410,810 shares 410,810 $31.1M 0.33% +44,287 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301,012 shares; 2024Q4: 320,784 shares; 2025Q1: 334,084 shares; 2025Q2: 330,674 shares; 2025Q3: 412,247 shares; 2025Q4: 429,117 shares; 2026Q1: 450,569 shares 450,569 $27.9M 0.3% +21,452 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS 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: not reported; 2026Q1: 800,087 shares 800,087 $27M 0.29% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,257 shares; 2024Q4: 106,120 shares; 2025Q1: 99,918 shares; 2025Q2: 99,891 shares; 2025Q3: 100,441 shares; 2025Q4: 99,616 shares; 2026Q1: 99,366 shares 99,366 $26.9M 0.29% -250 Timeline MDLN MEDLINE INC More: the full row for MEDLINE 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: 554,853 shares 554,853 $24.7M 0.26% new Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,311 shares; 2024Q4: 81,235 shares; 2025Q1: 76,681 shares; 2025Q2: 61,639 shares; 2025Q3: 66,926 shares; 2025Q4: 119,782 shares; 2026Q1: 90,425 shares 90,425 $22.9M 0.24% -29,357 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,638 shares; 2024Q4: 191,709 shares; 2025Q1: 195,244 shares; 2025Q2: 180,816 shares; 2025Q3: 196,016 shares; 2025Q4: 202,771 shares; 2026Q1: 225,293 shares 225,293 $21.9M 0.23% +22,522 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 144,102 shares; 2024Q4: 151,304 shares; 2025Q1: 139,910 shares; 2025Q2: 133,136 shares; 2025Q3: 193,130 shares; 2025Q4: 189,223 shares; 2026Q1: 333,758 shares 333,758 $21.4M 0.23% +144,535 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,481 shares; 2024Q4: 212,482 shares; 2025Q1: 162,874 shares; 2025Q2: 171,889 shares; 2025Q3: 76,511 shares; 2025Q4: 96,130 shares; 2026Q1: 164,023 shares 164,023 $19.9M 0.21% +67,893 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,981 shares; 2024Q4: 269,981 shares; 2025Q1: 269,981 shares; 2025Q2: 264,656 shares; 2025Q3: 257,340 shares; 2025Q4: 257,340 shares; 2026Q1: 257,340 shares 257,340 $19.8M 0.21% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 113,096 shares; 2025Q1: 113,078 shares; 2025Q2: 113,080 shares; 2025Q3: 113,296 shares; 2025Q4: 113,917 shares; 2026Q1: 113,437 shares 113,437 $18.2M 0.19% -480 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 463,113 shares; 2024Q4: 531,238 shares; 2025Q1: 520,238 shares; 2025Q2: 630,472 shares; 2025Q3: 880,472 shares; 2025Q4: 880,472 shares; 2026Q1: 890,192 shares 890,192 $16.8M 0.18% +9,720 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: 200,000 shares; 2026Q1: 200,000 shares 200,000 $16M 0.17% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,138 shares; 2024Q4: 98,138 shares; 2025Q1: 98,138 shares; 2025Q2: 98,138 shares; 2025Q3: 98,138 shares; 2025Q4: 201,759 shares; 2026Q1: 215,189 shares 215,189 $15.8M 0.17% +13,430 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,556 shares; 2024Q4: 231,556 shares; 2025Q1: 231,556 shares; 2025Q2: 231,556 shares; 2025Q3: 231,556 shares; 2025Q4: 231,556 shares; 2026Q1: 231,556 shares 231,556 $14.9M 0.16% 0 Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 517,243 shares 517,243 $14.9M 0.16% new Timeline TLN TALEN ENERGY CORP More: the full row for TALEN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,993 shares; 2025Q1: 43,993 shares; 2025Q2: 43,993 shares; 2025Q3: 43,993 shares; 2025Q4: 46,688 shares; 2026Q1: 46,688 shares 46,688 $14.9M 0.16% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,059 shares; 2024Q4: 30,025 shares; 2025Q1: 30,025 shares; 2025Q2: 17,435 shares; 2025Q3: 17,006 shares; 2025Q4: 25,351 shares; 2026Q1: 23,184 shares 23,184 $13.4M 0.14% -2,167 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS 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: 168,000 shares; 2026Q1: 168,000 shares 168,000 $13.3M 0.14% 0 Timeline JPRE 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: 158,016 shares; 2024Q4: 175,454 shares; 2025Q1: 187,810 shares; 2025Q2: 208,339 shares; 2025Q3: 225,015 shares; 2025Q4: 263,846 shares; 2026Q1: 275,191 shares 275,191 $13.2M 0.14% +11,345 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,604 shares; 2024Q4: 86,646 shares; 2025Q1: 86,604 shares; 2025Q2: 86,804 shares; 2025Q3: 80,722 shares; 2025Q4: 83,373 shares; 2026Q1: 83,357 shares 83,357 $12.9M 0.14% -16 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,617 shares; 2024Q4: 220,617 shares; 2025Q1: 220,617 shares; 2025Q2: 220,617 shares; 2025Q3: 221,025 shares; 2025Q4: 221,025 shares; 2026Q1: 221,025 shares 221,025 $12.8M 0.14% 0 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,126 shares; 2024Q4: 250,126 shares; 2025Q1: 173,126 shares; 2025Q2: 281,200 shares; 2025Q3: 173,126 shares; 2025Q4: 309,126 shares; 2026Q1: 309,126 shares 309,126 $12.5M 0.13% 0 Timeline ETON ETON PHARMACEUTICALS INC More: the full row for ETON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 492,112 shares; 2024Q4: 492,112 shares; 2025Q1: 492,112 shares; 2025Q2: 492,112 shares; 2025Q3: 492,112 shares; 2025Q4: 492,112 shares; 2026Q1: 492,112 shares 492,112 $12.1M 0.13% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,675 shares; 2024Q4: 20,217 shares; 2025Q1: 16,244 shares; 2025Q2: 17,102 shares; 2025Q3: 16,764 shares; 2025Q4: 22,858 shares; 2026Q1: 21,080 shares 21,080 $12.1M 0.13% -1,778 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,920 shares; 2024Q4: 21,911 shares; 2025Q1: 41,892 shares; 2025Q2: 60,892 shares; 2025Q3: 60,882 shares; 2025Q4: 60,872 shares; 2026Q1: 61,028 shares 61,028 $11.7M 0.12% +156 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19 shares; 2024Q4: 19 shares; 2025Q1: 19 shares; 2025Q2: 19 shares; 2025Q3: 13 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $10.1M 0.11% 0 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 69,640 shares; 2025Q1: 68,448 shares; 2025Q2: 78,314 shares; 2025Q3: 64,330 shares; 2025Q4: 65,336 shares; 2026Q1: 66,574 shares 66,574 $10M 0.11% +1,238 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,931 shares; 2024Q4: 62,931 shares; 2025Q1: 62,931 shares; 2025Q2: 62,931 shares; 2025Q3: 62,931 shares; 2025Q4: 62,931 shares; 2026Q1: 62,931 shares 62,931 $9.67M 0.1% 0 Timeline PAVE 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: 188,004 shares; 2024Q4: 168,776 shares; 2025Q1: 213,640 shares; 2025Q2: 194,594 shares; 2025Q3: 194,403 shares; 2025Q4: 188,895 shares; 2026Q1: 187,277 shares 187,277 $9.52M 0.1% -1,618 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,635 shares; 2024Q4: 18,356 shares; 2025Q1: 19,968 shares; 2025Q2: 19,968 shares; 2025Q3: 22,354 shares; 2025Q4: 22,554 shares; 2026Q1: 21,889 shares 21,889 $9.42M 0.1% -665 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,231 shares; 2024Q4: 147,874 shares; 2025Q1: 154,151 shares; 2025Q2: 147,916 shares; 2025Q3: 140,017 shares; 2025Q4: 136,413 shares; 2026Q1: 136,413 shares 136,413 $9.21M 0.1% 0 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: 145,262 shares; 2024Q4: 145,262 shares; 2025Q1: 145,262 shares; 2025Q2: 145,262 shares; 2025Q3: 145,685 shares; 2025Q4: 218,527 shares; 2026Q1: 218,527 shares 218,527 $8.84M 0.09% 0 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS 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: 225,000 shares; 2025Q4: 325,000 shares; 2026Q1: 325,000 shares 325,000 $8.38M 0.09% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,087 shares; 2024Q4: 100,096 shares; 2025Q1: 100,087 shares; 2025Q2: 100,087 shares; 2025Q3: 100,087 shares; 2025Q4: 100,087 shares; 2026Q1: 101,780 shares 101,780 $8.2M 0.09% +1,693 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,642 shares; 2024Q4: 8,642 shares; 2025Q1: 31,642 shares; 2025Q2: 31,642 shares; 2025Q3: 31,642 shares; 2025Q4: 47,824 shares; 2026Q1: 47,662 shares 47,662 $8.17M 0.09% -162 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: 134,264 shares; 2025Q1: 134,264 shares; 2025Q2: 76,925 shares; 2025Q3: 77,002 shares; 2025Q4: 126,420 shares; 2026Q1: 116,532 shares 116,532 $8.08M 0.09% -9,888 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,480 shares; 2024Q4: 105,728 shares; 2025Q1: 89,293 shares; 2025Q2: 86,255 shares; 2025Q3: 86,307 shares; 2025Q4: 88,560 shares; 2026Q1: 97,793 shares 97,793 $8.07M 0.09% +9,233 Timeline ARLO ARLO TECHNOLOGIES INC More: the full row for ARLO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 563,293 shares; 2026Q1: 563,293 shares 563,293 $8.02M 0.09% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,669 shares; 2024Q4: 53,646 shares; 2025Q1: 57,062 shares; 2025Q2: 50,461 shares; 2025Q3: 46,008 shares; 2025Q4: 52,856 shares; 2026Q1: 55,616 shares 55,616 $7.92M 0.08% +2,760 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,051 shares; 2025Q1: 24,051 shares; 2025Q2: 24,889 shares; 2025Q3: 25,762 shares; 2025Q4: 37,864 shares; 2026Q1: 38,286 shares 38,286 $7.92M 0.08% +422 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 281,682 shares; 2024Q4: 281,682 shares; 2025Q1: 281,682 shares; 2025Q2: 281,682 shares; 2025Q3: 281,682 shares; 2025Q4: 299,532 shares; 2026Q1: 299,532 shares 299,532 $7.22M 0.08% 0 Timeline CUBI CUSTOMERS BANCORP INC More: the full row for CUSTOMERS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,200 shares; 2024Q4: 103,200 shares; 2025Q1: 103,200 shares; 2025Q2: 103,200 shares; 2025Q3: 103,200 shares; 2025Q4: 103,200 shares; 2026Q1: 103,200 shares 103,200 $7.16M 0.08% 0 Timeline CRBN 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: 31,975 shares; 2024Q4: 31,846 shares; 2025Q1: 26,268 shares; 2025Q2: 36,387 shares; 2025Q3: 24,986 shares; 2025Q4: 29,935 shares; 2026Q1: 31,222 shares 31,222 $6.96M 0.07% +1,287 Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,545 shares; 2026Q1: 200,000 shares 200,000 $6.7M 0.07% +130,455 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,751 shares; 2025Q1: 5,701 shares; 2025Q2: 8,672 shares; 2025Q3: 8,068 shares; 2025Q4: 8,103 shares; 2026Q1: 7,862 shares 7,862 $6.65M 0.07% -241 Timeline NMFC NEW MTN FIN CORP More: the full row for NEW MTN FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 852,921 shares; 2024Q4: 852,921 shares; 2025Q1: 852,921 shares; 2025Q2: 852,921 shares; 2025Q3: 852,921 shares; 2025Q4: 852,921 shares; 2026Q1: 852,921 shares 852,921 $6.62M 0.07% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,427 shares; 2024Q4: 6,982 shares; 2025Q1: 213,677 shares; 2025Q2: 213,617 shares; 2025Q3: 234,960 shares; 2025Q4: 45,294 shares; 2026Q1: 44,832 shares 44,832 $6.6M 0.07% -462 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,508 shares; 2024Q4: 43,126 shares; 2025Q1: 76,826 shares; 2025Q2: 76,826 shares; 2025Q3: 77,161 shares; 2025Q4: 82,361 shares; 2026Q1: 82,361 shares 82,361 $6.48M 0.07% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,655 shares; 2024Q4: 67,655 shares; 2025Q1: 67,655 shares; 2025Q2: 67,655 shares; 2025Q3: 67,655 shares; 2025Q4: 67,655 shares; 2026Q1: 67,655 shares 67,655 $6.37M 0.07% 0 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,924 shares; 2024Q4: 17,166 shares; 2025Q1: 12,849 shares; 2025Q2: 14,870 shares; 2025Q3: 15,805 shares; 2025Q4: 23,032 shares; 2026Q1: 21,334 shares 21,334 $6.28M 0.07% -1,698 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,245 shares; 2024Q4: 1,447 shares; 2025Q1: 9,416 shares; 2025Q2: 16,368 shares; 2025Q3: 18,463 shares; 2025Q4: 40,883 shares; 2026Q1: 16,728 shares 16,728 $6.22M 0.07% -24,155 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,622 shares; 2024Q4: 22,927 shares; 2025Q1: 22,927 shares; 2025Q2: 23,635 shares; 2025Q3: 22,556 shares; 2025Q4: 24,744 shares; 2026Q1: 24,684 shares 24,684 $6.03M 0.06% -60 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 34,040 shares; 2025Q2: 24,550 shares; 2025Q3: 41,031 shares; 2025Q4: 41,903 shares; 2026Q1: 41,031 shares 41,031 $6M 0.06% -872 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,050 shares; 2024Q4: 162,866 shares; 2025Q1: 101,279 shares; 2025Q2: 100,422 shares; 2025Q3: 101,310 shares; 2025Q4: 82,389 shares; 2026Q1: 63,788 shares 63,788 $5.99M 0.06% -18,601 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,198 shares; 2024Q4: 47,198 shares; 2025Q1: 47,198 shares; 2025Q2: 47,198 shares; 2025Q3: 47,452 shares; 2025Q4: 44,037 shares; 2026Q1: 44,037 shares 44,037 $5.99M 0.06% 0 Timeline JFLX J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,233 shares; 2026Q1: 118,233 shares 118,233 $5.87M 0.06% 0 Timeline AIQ 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: 92,939 shares; 2024Q4: 78,590 shares; 2025Q1: 100,422 shares; 2025Q2: 89,840 shares; 2025Q3: 120,672 shares; 2025Q4: 112,495 shares; 2026Q1: 125,346 shares 125,346 $5.85M 0.06% +12,851 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: 106,464 shares; 2024Q4: 106,244 shares; 2025Q1: 45,427 shares; 2025Q2: 45,047 shares; 2025Q3: 45,385 shares; 2025Q4: 37,440 shares; 2026Q1: 37,127 shares 37,127 $5.84M 0.06% -313 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 70,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 737,017 shares; 2025Q4: 762,439 shares; 2026Q1: 28,465 shares 28,465 $5.79M 0.06% -733,974 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,000 shares; 2024Q4: 300,000 shares; 2025Q1: 870,000 shares; 2025Q2: 870,000 shares; 2025Q3: 300,000 shares; 2025Q4: 300,000 shares; 2026Q1: 300,000 shares 300,000 $5.57M 0.06% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,494 shares; 2024Q4: 24,759 shares; 2025Q1: 16,917 shares; 2025Q2: 16,774 shares; 2025Q3: 22,990 shares; 2025Q4: 18,821 shares; 2026Q1: 18,656 shares 18,656 $5.46M 0.06% -165 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,430 shares; 2024Q4: 12,442 shares; 2025Q1: 12,430 shares; 2025Q2: 12,439 shares; 2025Q3: 12,481 shares; 2025Q4: 12,481 shares; 2026Q1: 12,481 shares 12,481 $5.44M 0.06% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,883 shares; 2024Q4: 17,317 shares; 2025Q1: 11,899 shares; 2025Q2: 11,804 shares; 2025Q3: 12,472 shares; 2025Q4: 13,466 shares; 2026Q1: 11,010 shares 11,010 $5.28M 0.06% -2,456 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,815 shares; 2024Q4: 123,815 shares; 2025Q1: 123,815 shares; 2025Q2: 118,363 shares; 2025Q3: 118,363 shares; 2025Q4: 113,384 shares; 2026Q1: 102,099 shares 102,099 $5.14M 0.05% -11,285 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,191 shares; 2024Q4: 30,200 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $4.95M 0.05% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 4,792 shares; 2025Q1: 4,775 shares; 2025Q2: 4,779 shares; 2025Q3: 4,966 shares; 2025Q4: 5,251 shares; 2026Q1: 4,866 shares 4,866 $4.85M 0.05% -385 Timeline SUNB SUNBELT RENTALS HOLDINGS INC More: the full row for SUNBELT RENTALS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,449 shares 74,449 $4.85M 0.05% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,288 shares; 2024Q4: 13,794 shares; 2025Q1: 13,288 shares; 2025Q2: 13,422 shares; 2025Q3: 15,022 shares; 2025Q4: 27,314 shares; 2026Q1: 28,128 shares 28,128 $4.77M 0.05% +814 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,101 shares; 2024Q4: 12,101 shares; 2025Q1: 41,408 shares; 2025Q2: 41,408 shares; 2025Q3: 41,604 shares; 2025Q4: 43,228 shares; 2026Q1: 43,228 shares 43,228 $4.72M 0.05% 0 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: 55,698 shares; 2024Q4: 46,871 shares; 2025Q1: 32,029 shares; 2025Q2: 31,822 shares; 2025Q3: 32,059 shares; 2025Q4: 26,035 shares; 2026Q1: 25,718 shares 25,718 $4.69M 0.05% -317 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 54,500 shares; 2025Q1: 54,500 shares; 2025Q2: 35,250 shares; 2025Q3: 28,500 shares; 2025Q4: 42,700 shares; 2026Q1: 42,700 shares 42,700 $4.68M 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,268 shares; 2024Q4: 22,352 shares; 2025Q1: 22,440 shares; 2025Q2: 22,440 shares; 2025Q3: 22,520 shares; 2025Q4: 22,673 shares; 2026Q1: 22,832 shares 22,832 $4.48M 0.05% +159 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,798 shares; 2024Q4: 33,798 shares; 2025Q1: 33,798 shares; 2025Q2: 35,068 shares; 2025Q3: 35,508 shares; 2025Q4: 35,663 shares; 2026Q1: 35,715 shares 35,715 $4.44M 0.05% +52 Timeline ESGU 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: 31,704 shares; 2024Q4: 31,704 shares; 2025Q1: 31,704 shares; 2025Q2: 31,704 shares; 2025Q3: 31,704 shares; 2025Q4: 31,999 shares; 2026Q1: 31,160 shares 31,160 $4.41M 0.05% -839 Timeline LINE LINEAGE INC More: the full row for LINEAGE 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: 131,295 shares; 2025Q3: 132,295 shares; 2025Q4: 133,628 shares; 2026Q1: 133,628 shares 133,628 $4.38M 0.05% 0 Timeline ACWI 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: 30,329 shares; 2025Q2: 30,329 shares; 2025Q3: 30,329 shares; 2025Q4: 30,329 shares; 2026Q1: 30,329 shares 30,329 $4.2M 0.04% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,580 shares 34,580 $4.09M 0.04% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,032 shares; 2024Q4: 108,032 shares; 2025Q1: 108,000 shares; 2025Q2: 108,000 shares; 2025Q3: 108,000 shares; 2025Q4: 108,000 shares; 2026Q1: 108,000 shares 108,000 $4.08M 0.04% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 900 shares; 2025Q4: 17,149 shares; 2026Q1: 17,149 shares 17,149 $4.07M 0.04% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 6,458 shares; 2025Q1: 6,345 shares; 2025Q2: 6,843 shares; 2025Q3: 7,656 shares; 2025Q4: 9,378 shares; 2026Q1: 13,477 shares 13,477 $4.07M 0.04% +4,099 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly 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: 100,000 shares; 2025Q4: 146,000 shares; 2026Q1: 216,000 shares 216,000 $3.97M 0.04% +70,000 Timeline ABX ABACUS GLOBAL MGMT INC More: the full row for ABACUS GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 625,000 shares; 2025Q1: 625,000 shares; 2025Q2: 625,000 shares; 2025Q3: 625,000 shares; 2025Q4: 500,000 shares; 2026Q1: 500,000 shares 500,000 $3.94M 0.04% 0 Timeline MSA MSA SAFETY INC More: the full row for MSA SAFETY 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: 14,764 shares; 2025Q3: 27,019 shares; 2025Q4: 23,928 shares; 2026Q1: 23,680 shares 23,680 $3.88M 0.04% -248 Timeline BTSG BRIGHTSPRING HEALTH SVCS INC More: the full row for BRIGHTSPRING HEALTH 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: not reported; 2025Q4: 37,436 shares; 2026Q1: 91,084 shares 91,084 $3.88M 0.04% +53,648 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,794 shares; 2024Q4: 16,907 shares; 2025Q1: 16,907 shares; 2025Q2: 16,907 shares; 2025Q3: 17,035 shares; 2025Q4: 32,856 shares; 2026Q1: 32,441 shares 32,441 $3.83M 0.04% -415 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,101 shares 72,101 $3.65M 0.04% new 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: 14,385 shares; 2025Q4: 14,398 shares; 2026Q1: 14,385 shares 14,385 $3.6M 0.04% -13 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 158,204 shares; 2025Q1: 158,204 shares; 2025Q2: 158,204 shares; 2025Q3: 158,204 shares; 2025Q4: 158,204 shares; 2026Q1: 158,204 shares 158,204 $3.59M 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,953 shares; 2024Q4: 41,953 shares; 2025Q1: 44,350 shares; 2025Q2: 42,594 shares; 2025Q3: 42,594 shares; 2025Q4: 30,838 shares; 2026Q1: 30,944 shares 30,944 $3.5M 0.04% +106 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,870 shares; 2024Q4: 99,568 shares; 2025Q1: 58,526 shares; 2025Q2: 57,853 shares; 2025Q3: 57,853 shares; 2025Q4: 41,474 shares; 2026Q1: 41,147 shares 41,147 $3.5M 0.04% -327 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,419 shares; 2024Q4: 16,419 shares; 2025Q1: 17,172 shares; 2025Q2: 16,419 shares; 2025Q3: 16,419 shares; 2025Q4: 16,753 shares; 2026Q1: 16,525 shares 16,525 $3.49M 0.04% -228 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,830 shares; 2026Q1: 20,958 shares 20,958 $3.47M 0.04% +128 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,562 shares; 2024Q4: 8,922 shares; 2025Q1: 8,577 shares; 2025Q2: 8,577 shares; 2025Q3: 8,583 shares; 2025Q4: 8,589 shares; 2026Q1: 7,881 shares 7,881 $3.44M 0.04% -708 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,923 shares; 2026Q1: 42,947 shares 42,947 $3.42M 0.04% +29,024 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,474 shares; 2024Q4: 67,474 shares; 2025Q1: 67,474 shares; 2025Q2: 67,474 shares; 2025Q3: 67,474 shares; 2025Q4: 67,474 shares; 2026Q1: 67,474 shares 67,474 $3.33M 0.04% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,440 shares; 2024Q4: 54,440 shares; 2025Q1: 54,440 shares; 2025Q2: 54,440 shares; 2025Q3: 54,440 shares; 2025Q4: 54,647 shares; 2026Q1: 53,165 shares 53,165 $3.28M 0.03% -1,482 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: not reported; 2025Q1: not reported; 2025Q2: 48,387 shares; 2025Q3: 48,387 shares; 2025Q4: 48,387 shares; 2026Q1: 48,387 shares 48,387 $3.27M 0.03% 0 Timeline SHE 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: 4,210 shares; 2025Q1: 4,058 shares; 2025Q2: 19,804 shares; 2025Q3: 19,947 shares; 2025Q4: 24,340 shares; 2026Q1: 25,502 shares 25,502 $3.26M 0.03% +1,162 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: 8,902 shares; 2024Q4: 8,862 shares; 2025Q1: 8,862 shares; 2025Q2: 8,862 shares; 2025Q3: 8,918 shares; 2025Q4: 10,004 shares; 2026Q1: 10,004 shares 10,004 $3.21M 0.03% 0 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: 3,082 shares; 2024Q4: 3,139 shares; 2025Q1: 3,082 shares; 2025Q2: 3,089 shares; 2025Q3: 3,410 shares; 2025Q4: 15,872 shares; 2026Q1: 15,872 shares 15,872 $3.15M 0.03% 0 Timeline FXI 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: 68,379 shares; 2025Q3: 71,078 shares; 2025Q4: 74,588 shares; 2026Q1: 85,491 shares 85,491 $3.07M 0.03% +10,903 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: not reported; 2025Q3: not reported; 2025Q4: 8,563 shares; 2026Q1: 6,448 shares 6,448 $3.05M 0.03% -2,115 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: 61,614 shares; 2026Q1: 30,807 shares 30,807 $2.94M 0.03% -30,807 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 143,061 shares; 2025Q3: 143,061 shares; 2025Q4: 143,061 shares; 2026Q1: 143,061 shares 143,061 $2.92M 0.03% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,656 shares; 2024Q4: 16,656 shares; 2025Q1: 16,656 shares; 2025Q2: 16,656 shares; 2025Q3: 16,797 shares; 2025Q4: 16,811 shares; 2026Q1: 16,797 shares 16,797 $2.76M 0.03% -14 Timeline VTWG 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: 11,911 shares; 2025Q4: 11,911 shares; 2026Q1: 11,911 shares 11,911 $2.73M 0.03% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,129 shares; 2024Q4: 96,129 shares; 2025Q1: 67,629 shares; 2025Q2: 67,629 shares; 2025Q3: 67,629 shares; 2025Q4: 67,629 shares; 2026Q1: 67,629 shares 67,629 $2.71M 0.03% 0 Timeline IREN IREN LIMITED More: the full row for IREN 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: 110,401 shares; 2025Q4: 98,231 shares; 2026Q1: 79,081 shares 79,081 $2.71M 0.03% -19,150 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,884 shares; 2024Q4: 10,823 shares; 2025Q1: 13,118 shares; 2025Q2: 12,972 shares; 2025Q3: 13,138 shares; 2025Q4: 12,773 shares; 2026Q1: 12,459 shares 12,459 $2.69M 0.03% -314 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,752 shares; 2025Q2: 4,662 shares; 2025Q3: 3,472 shares; 2025Q4: 36,861 shares; 2026Q1: 36,341 shares 36,341 $2.69M 0.03% -520 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,922 shares; 2025Q4: 19,565 shares; 2026Q1: 51,057 shares 51,057 $2.67M 0.03% +31,492 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,585 shares; 2024Q4: 26,585 shares; 2025Q1: 26,585 shares; 2025Q2: 16,285 shares; 2025Q3: 16,285 shares; 2025Q4: 26,852 shares; 2026Q1: 26,852 shares 26,852 $2.59M 0.03% 0 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,720 shares; 2024Q4: 37,720 shares; 2025Q1: 37,720 shares; 2025Q2: 37,720 shares; 2025Q3: 37,720 shares; 2025Q4: 66,398 shares; 2026Q1: 66,398 shares 66,398 $2.53M 0.03% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,654 shares; 2025Q1: 28,654 shares; 2025Q2: 29,225 shares; 2025Q3: 29,225 shares; 2025Q4: 21,832 shares; 2026Q1: 21,677 shares 21,677 $2.4M 0.03% -155 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,013 shares; 2024Q4: 106,013 shares; 2025Q1: 106,013 shares; 2025Q2: 106,013 shares; 2025Q3: 106,013 shares; 2025Q4: 106,013 shares; 2026Q1: 106,013 shares 106,013 $2.38M 0.03% 0 Timeline FWONA LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,435 shares; 2024Q4: 30,435 shares; 2025Q1: 30,435 shares; 2025Q2: 30,435 shares; 2025Q3: 30,435 shares; 2025Q4: 30,435 shares; 2026Q1: 30,435 shares 30,435 $2.38M 0.03% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,116 shares 47,116 $2.37M 0.03% new Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 149,975 shares; 2025Q1: 149,975 shares; 2025Q2: 149,975 shares; 2025Q3: 149,975 shares; 2025Q4: 149,975 shares; 2026Q1: 149,975 shares 149,975 $2.36M 0.03% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,019 shares; 2024Q4: 124,019 shares; 2025Q1: 124,019 shares; 2025Q2: 124,019 shares; 2025Q3: 124,019 shares; 2025Q4: 124,019 shares; 2026Q1: 124,019 shares 124,019 $2.29M 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,186 shares; 2024Q4: 21,486 shares; 2025Q1: 21,486 shares; 2025Q2: 22,971 shares; 2025Q3: 22,971 shares; 2025Q4: 57,995 shares; 2026Q1: 18,187 shares 18,187 $2.28M 0.02% -39,808 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,894 shares; 2024Q4: 13,894 shares; 2025Q1: 12,609 shares; 2025Q2: 12,609 shares; 2025Q3: 12,609 shares; 2025Q4: 30,876 shares; 2026Q1: 28,503 shares 28,503 $2.26M 0.02% -2,373 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,433 shares; 2024Q4: 35,284 shares; 2025Q1: 10,433 shares; 2025Q2: 12,508 shares; 2025Q3: 13,432 shares; 2025Q4: 17,533 shares; 2026Q1: 18,185 shares 18,185 $2.19M 0.02% +652 Timeline SNEX STONEX GROUP INC More: the full row for STONEX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,000 shares; 2025Q1: 19,687 shares; 2025Q2: 17,812 shares; 2025Q3: 15,937 shares; 2025Q4: 29,062 shares; 2026Q1: 27,033 shares 27,033 $2.18M 0.02% -2,029 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,028 shares; 2025Q3: 3,191 shares; 2025Q4: 14,041 shares; 2026Q1: 14,164 shares 14,164 $2.14M 0.02% +123 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,926 shares; 2024Q4: 18,926 shares; 2025Q1: 18,926 shares; 2025Q2: 18,926 shares; 2025Q3: 18,926 shares; 2025Q4: 27,919 shares; 2026Q1: 27,919 shares 27,919 $2.1M 0.02% 0 Timeline GFL GFL ENVIRONMENTAL INC More: the full row for GFL ENVIRONMENTAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $2.09M 0.02% 0 Timeline HQ HORIZON QUANTUM HOLDINGS LTD More: the full row for HORIZON QUANTUM HOLDINGS 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: 231,520 shares 231,520 $2.04M 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,081 shares; 2024Q4: 26,502 shares; 2025Q1: 24,081 shares; 2025Q2: 24,125 shares; 2025Q3: 25,400 shares; 2025Q4: 25,510 shares; 2026Q1: 25,400 shares 25,400 $2.02M 0.02% -110 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,630 shares; 2025Q1: 18,150 shares; 2025Q2: 20,590 shares; 2025Q3: 21,680 shares; 2025Q4: 21,725 shares; 2026Q1: 21,680 shares 21,680 $2.01M 0.02% -45 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,409 shares; 2024Q4: 30,409 shares; 2025Q1: 30,409 shares; 2025Q2: 30,409 shares; 2025Q3: 30,409 shares; 2025Q4: 30,409 shares; 2026Q1: 33,491 shares 33,491 $1.9M 0.02% +3,082 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 13,222 shares; 2025Q1: 8,961 shares; 2025Q2: 8,885 shares; 2025Q3: 8,885 shares; 2025Q4: 6,729 shares; 2026Q1: 4,474 shares 4,474 $1.89M 0.02% -2,255 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 5,538 shares; 2025Q1: 5,965 shares; 2025Q2: 5,441 shares; 2025Q3: 5,441 shares; 2025Q4: 9,771 shares; 2026Q1: 4,271 shares 4,271 $1.82M 0.02% -5,500 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,649 shares; 2024Q4: 5,649 shares; 2025Q1: 5,649 shares; 2025Q2: 5,649 shares; 2025Q3: 5,649 shares; 2025Q4: 5,649 shares; 2026Q1: 5,541 shares 5,541 $1.82M 0.02% -108 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,538 shares; 2025Q1: 2,530 shares; 2025Q2: 2,994 shares; 2025Q3: 2,530 shares; 2025Q4: 2,670 shares; 2026Q1: 2,604 shares 2,604 $1.82M 0.02% -66 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,908 shares; 2024Q4: 14,931 shares; 2025Q1: 14,931 shares; 2025Q2: 14,683 shares; 2025Q3: 14,683 shares; 2025Q4: 31,520 shares; 2026Q1: 29,508 shares 29,508 $1.81M 0.02% -2,012 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,722 shares; 2026Q1: 21,367 shares 21,367 $1.77M 0.02% +8,645 Timeline SAP SAP SE More: the full row for SAP 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: 10,269 shares 10,269 $1.76M 0.02% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,158 shares 6,158 $1.75M 0.02% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,337 shares; 2024Q4: 76,572 shares; 2025Q1: 76,572 shares; 2025Q2: 76,572 shares; 2025Q3: 76,572 shares; 2025Q4: 76,572 shares; 2026Q1: 76,572 shares 76,572 $1.68M 0.02% 0 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS 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: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $1.66M 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,925 shares; 2024Q4: 5,941 shares; 2025Q1: 6,656 shares; 2025Q2: 5,925 shares; 2025Q3: 5,925 shares; 2025Q4: 17,376 shares; 2026Q1: 7,719 shares 7,719 $1.65M 0.02% -9,657 Timeline XMTR XOMETRY INC More: the full row for XOMETRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,266 shares; 2025Q2: 40,266 shares; 2025Q3: 60,399 shares; 2025Q4: 40,266 shares; 2026Q1: 40,266 shares 40,266 $1.64M 0.02% 0 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,367 shares 34,367 $1.6M 0.02% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,140 shares; 2025Q4: 20,940 shares; 2026Q1: 20,940 shares 20,940 $1.59M 0.02% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,841 shares; 2024Q4: 5,305 shares; 2025Q1: 5,305 shares; 2025Q2: 5,306 shares; 2025Q3: 5,305 shares; 2025Q4: 24,524 shares; 2026Q1: 11,982 shares 11,982 $1.59M 0.02% -12,542 Timeline HGTY HAGERTY INC More: the full row for HAGERTY 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: 150,000 shares; 2026Q1: 150,000 shares 150,000 $1.58M 0.02% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,946 shares; 2025Q3: 2,842 shares; 2025Q4: 10,837 shares; 2026Q1: 10,718 shares 10,718 $1.55M 0.02% -119 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,776 shares; 2024Q4: 2,750 shares; 2025Q1: 3,119 shares; 2025Q2: 4,093 shares; 2025Q3: 4,855 shares; 2025Q4: 7,250 shares; 2026Q1: 7,074 shares 7,074 $1.54M 0.02% -176 Timeline EWJ 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: 86,929 shares; 2024Q4: 99,386 shares; 2025Q1: 113,188 shares; 2025Q2: 110,262 shares; 2025Q3: not reported; 2025Q4: 31,871 shares; 2026Q1: 18,150 shares 18,150 $1.53M 0.02% -13,721 Timeline PRCT PROCEPT BIOROBOTICS CORP More: the full row for PROCEPT BIOROBOTICS 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: 59,720 shares; 2026Q1: 59,720 shares 59,720 $1.49M 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 31,161 shares; 2025Q1: 44,529 shares; 2025Q2: 156,689 shares; 2025Q3: 167,981 shares; 2025Q4: 229,449 shares; 2026Q1: 38,374 shares 38,374 $1.47M 0.02% -191,075 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245,000 shares; 2024Q4: 245,000 shares; 2025Q1: 245,000 shares; 2025Q2: 245,000 shares; 2025Q3: 245,000 shares; 2025Q4: 245,000 shares; 2026Q1: 245,000 shares 245,000 $1.47M 0.02% 0 Timeline TSAT TELESAT CORP More: the full row for TELESAT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,000 shares; 2024Q4: 40,000 shares; 2025Q1: 40,000 shares; 2025Q2: 40,000 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $1.45M 0.02% 0 Timeline SE SEA LTD More: the full row for SEA 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: 20,244 shares; 2026Q1: 17,244 shares 17,244 $1.43M 0.02% -3,000 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $1.43M 0.02% 0 Timeline BATRA ATLANTA BRAVES HLDGS INC More: the full row for ATLANTA BRAVES HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $1.41M 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,866 shares; 2024Q4: 7,766 shares; 2025Q1: 7,324 shares; 2025Q2: 8,559 shares; 2025Q3: 9,344 shares; 2025Q4: 12,812 shares; 2026Q1: 13,644 shares 13,644 $1.4M 0.01% +832 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,915 shares; 2024Q4: 10,032 shares; 2025Q1: 101,722 shares; 2025Q2: 101,722 shares; 2025Q3: 101,722 shares; 2025Q4: 101,993 shares; 2026Q1: 6,485 shares 6,485 $1.39M 0.01% -95,508 Timeline USRT 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: 23,400 shares; 2025Q2: 22,650 shares; 2025Q3: 20,226 shares; 2025Q4: 23,681 shares; 2026Q1: 23,093 shares 23,093 $1.37M 0.01% -588 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,438 shares; 2025Q1: 9,438 shares; 2025Q2: 9,438 shares; 2025Q3: 9,438 shares; 2025Q4: 9,438 shares; 2026Q1: 9,438 shares 9,438 $1.32M 0.01% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 1,276 shares; 2025Q4: 4,244 shares; 2026Q1: 4,221 shares 4,221 $1.31M 0.01% -23 Timeline VHI VALHI INC NEW More: the full row for VALHI INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,717 shares; 2024Q4: 87,717 shares; 2025Q1: 87,717 shares; 2025Q2: 87,717 shares; 2025Q3: 87,717 shares; 2025Q4: 87,717 shares; 2026Q1: 87,717 shares 87,717 $1.25M 0.01% 0 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: 9,466 shares; 2024Q4: 9,466 shares; 2025Q1: 9,466 shares; 2025Q2: 9,466 shares; 2025Q3: 9,466 shares; 2025Q4: 8,522 shares; 2026Q1: 8,522 shares 8,522 $1.24M 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,117 shares; 2026Q1: 5,117 shares 5,117 $1.24M 0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 642 shares; 2024Q4: 991 shares; 2025Q1: 1,302 shares; 2025Q2: 965 shares; 2025Q3: 1,519 shares; 2025Q4: 1,401 shares; 2026Q1: 1,339 shares 1,339 $1.23M 0.01% -62 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES 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: 244,131 shares; 2025Q4: 246,646 shares; 2026Q1: 246,646 shares 246,646 $1.22M 0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,679 shares; 2024Q4: 8,908 shares; 2025Q1: 8,908 shares; 2025Q2: 14,259 shares; 2025Q3: 15,724 shares; 2025Q4: 15,902 shares; 2026Q1: 15,724 shares 15,724 $1.22M 0.01% -178 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,709 shares; 2025Q4: 4,709 shares; 2026Q1: 4,709 shares 4,709 $1.2M 0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,450 shares; 2024Q4: not reported; 2025Q1: 165,186 shares; 2025Q2: 115,834 shares; 2025Q3: 60,186 shares; 2025Q4: 57,250 shares; 2026Q1: 56,850 shares 56,850 $1.18M 0.01% -400 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,098 shares; 2024Q4: 5,114 shares; 2025Q1: 5,098 shares; 2025Q2: 4,953 shares; 2025Q3: 4,863 shares; 2025Q4: 4,474 shares; 2026Q1: 4,474 shares 4,474 $1.17M 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 17,620 shares; 2026Q1: 17,539 shares 17,539 $1.16M 0.01% -81 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,632 shares; 2024Q4: 10,632 shares; 2025Q1: 10,632 shares; 2025Q2: 10,632 shares; 2025Q3: 10,632 shares; 2025Q4: 19,250 shares; 2026Q1: 20,350 shares 20,350 $1.13M 0.01% +1,100 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: 6,299 shares; 2026Q1: 5,725 shares 5,725 $1.09M 0.01% -574 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,431 shares; 2024Q4: 10,431 shares; 2025Q1: 10,431 shares; 2025Q2: 10,431 shares; 2025Q3: 10,431 shares; 2025Q4: 8,324 shares; 2026Q1: 8,324 shares 8,324 $1.07M 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 765 shares; 2024Q4: 1,164 shares; 2025Q1: 1,111 shares; 2025Q2: 774 shares; 2025Q3: 943 shares; 2025Q4: 10,471 shares; 2026Q1: 10,946 shares 10,946 $1.05M 0.01% +475 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,899 shares; 2024Q4: 14,076 shares; 2025Q1: 13,614 shares; 2025Q2: 13,420 shares; 2025Q3: 9,534 shares; 2025Q4: 10,290 shares; 2026Q1: 11,987 shares 11,987 $1.04M 0.01% +1,697 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 14,500 shares 14,500 $1.02M 0.01% +7,000 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,194 shares; 2024Q4: 9,201 shares; 2025Q1: 9,201 shares; 2025Q2: 9,201 shares; 2025Q3: 9,201 shares; 2025Q4: 9,201 shares; 2026Q1: 9,201 shares 9,201 $1.02M 0.01% 0 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR 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: 9,485 shares; 2026Q1: 9,485 shares 9,485 $1.01M 0.01% 0 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $995K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,065 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,020 shares; 2026Q1: 5,585 shares 5,585 $975K 0.01% -435 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,354 shares; 2024Q4: 12,354 shares; 2025Q1: 12,354 shares; 2025Q2: 12,354 shares; 2025Q3: 12,354 shares; 2025Q4: 44,062 shares; 2026Q1: 12,354 shares 12,354 $972K 0.01% -31,708 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: 9,663 shares; 2024Q4: 8,812 shares; 2025Q1: 8,800 shares; 2025Q2: 8,800 shares; 2025Q3: 8,800 shares; 2025Q4: 14,537 shares; 2026Q1: 8,800 shares 8,800 $965K 0.01% -5,737 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,811 shares; 2024Q4: 27,231 shares; 2025Q1: 26,347 shares; 2025Q2: 16,652 shares; 2025Q3: 15,652 shares; 2025Q4: 16,429 shares; 2026Q1: 16,429 shares 16,429 $936K 0.01% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,992 shares; 2024Q4: 12,492 shares; 2025Q1: 12,492 shares; 2025Q2: 18,175 shares; 2025Q3: 14,442 shares; 2025Q4: 17,142 shares; 2026Q1: 17,142 shares 17,142 $927K 0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,029 shares; 2024Q4: 52,029 shares; 2025Q1: 52,029 shares; 2025Q2: 52,029 shares; 2025Q3: 52,029 shares; 2025Q4: 52,029 shares; 2026Q1: 52,029 shares 52,029 $924K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,538 shares; 2026Q1: 13,992 shares 13,992 $923K 0.01% -546 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,264 shares; 2025Q3: 3,267 shares; 2025Q4: 3,267 shares; 2026Q1: 3,267 shares 3,267 $920K 0.01% 0 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: 23,000 shares; 2024Q4: 34,874 shares; 2025Q1: 34,324 shares; 2025Q2: 42,324 shares; 2025Q3: 42,324 shares; 2025Q4: 42,324 shares; 2026Q1: 47,634 shares 47,634 $919K 0.01% +5,310 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,406 shares; 2024Q4: 2,406 shares; 2025Q1: 2,406 shares; 2025Q2: 2,406 shares; 2025Q3: 2,406 shares; 2025Q4: 2,497 shares; 2026Q1: 2,925 shares 2,925 $918K 0.01% +428 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,898 shares; 2026Q1: 6,915 shares 6,915 $913K 0.01% +17 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,702 shares; 2024Q4: 7,702 shares; 2025Q1: 7,702 shares; 2025Q2: 7,702 shares; 2025Q3: 7,702 shares; 2025Q4: 7,702 shares; 2026Q1: 7,702 shares 7,702 $884K 0.01% 0 Timeline USFR 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: 24,553 shares; 2024Q4: 23,732 shares; 2025Q1: 23,785 shares; 2025Q2: 23,445 shares; 2025Q3: 11,941 shares; 2025Q4: 12,467 shares; 2026Q1: 17,268 shares 17,268 $869K 0.01% +4,801 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,187 shares; 2024Q4: not reported; 2025Q1: 5,187 shares; 2025Q2: 9,358 shares; 2025Q3: 9,358 shares; 2025Q4: 7,358 shares; 2026Q1: 9,266 shares 9,266 $850K 0.01% +1,908 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,912 shares; 2024Q4: 28,912 shares; 2025Q1: 28,912 shares; 2025Q2: 28,912 shares; 2025Q3: 28,912 shares; 2025Q4: 28,912 shares; 2026Q1: 28,912 shares 28,912 $837K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,173 shares; 2026Q1: 20,173 shares 20,173 $828K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,595 shares; 2026Q1: 4,419 shares 4,419 $825K 0.01% -176 Timeline EOLS EVOLUS INC More: the full row for EVOLUS 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: 200,000 shares; 2025Q3: 200,000 shares; 2025Q4: 200,000 shares; 2026Q1: 200,000 shares 200,000 $822K 0.01% 0 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: 9,757 shares; 2024Q4: 9,757 shares; 2025Q1: 9,757 shares; 2025Q2: 9,757 shares; 2025Q3: 9,757 shares; 2025Q4: 9,757 shares; 2026Q1: 9,757 shares 9,757 $807K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,572 shares; 2024Q4: 4,572 shares; 2025Q1: 4,572 shares; 2025Q2: 5,757 shares; 2025Q3: 5,757 shares; 2025Q4: 15,584 shares; 2026Q1: 6,132 shares 6,132 $790K 0.01% -9,452 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,139 shares; 2024Q4: 4,139 shares; 2025Q1: 4,139 shares; 2025Q2: 4,139 shares; 2025Q3: 4,139 shares; 2025Q4: 4,139 shares; 2026Q1: 4,139 shares 4,139 $785K 0.01% 0 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP 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: 23,671 shares; 2025Q4: 21,325 shares; 2026Q1: 20,992 shares 20,992 $781K 0.01% -333 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,012 shares; 2026Q1: 2,256 shares 2,256 $762K 0.01% +1,244 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: 6,994 shares; 2024Q4: 7,032 shares; 2025Q1: 7,067 shares; 2025Q2: 7,101 shares; 2025Q3: 8,015 shares; 2025Q4: 8,051 shares; 2026Q1: 8,079 shares 8,079 $751K 0.01% +28 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,079 shares; 2024Q4: 4,959 shares; 2025Q1: 4,959 shares; 2025Q2: 4,959 shares; 2025Q3: 4,959 shares; 2025Q4: 7,535 shares; 2026Q1: 5,048 shares 5,048 $740K 0.01% -2,487 Timeline SIL 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: 7,884 shares; 2024Q4: 7,884 shares; 2025Q1: 7,884 shares; 2025Q2: 7,884 shares; 2025Q3: 4,780 shares; 2025Q4: 4,780 shares; 2026Q1: 8,195 shares 8,195 $738K 0.01% +3,415 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,862 shares; 2026Q1: 4,862 shares 4,862 $726K 0.01% 0 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,748 shares; 2024Q4: 31,445 shares; 2025Q1: 28,947 shares; 2025Q2: 28,091 shares; 2025Q3: 25,455 shares; 2025Q4: 29,620 shares; 2026Q1: 29,785 shares 29,785 $723K 0.01% +165 Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,809 shares; 2024Q4: 13,397 shares; 2025Q1: 12,279 shares; 2025Q2: 11,904 shares; 2025Q3: 10,767 shares; 2025Q4: 13,821 shares; 2026Q1: 12,112 shares 12,112 $720K 0.01% -1,709 Timeline AMTM AMENTUM HOLDINGS INC More: the full row for AMENTUM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,663 shares; 2024Q4: 48,663 shares; 2025Q1: 33,021 shares; 2025Q2: 33,827 shares; 2025Q3: 33,827 shares; 2025Q4: 27,437 shares; 2026Q1: 27,066 shares 27,066 $706K 0.01% -371 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,645 shares; 2025Q3: 1,645 shares; 2025Q4: 3,095 shares; 2026Q1: 3,586 shares 3,586 $688K 0.01% +491 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,872 shares; 2026Q1: 11,702 shares 11,702 $675K 0.01% -170 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,722 shares; 2024Q4: 115,722 shares; 2025Q1: 112,681 shares; 2025Q2: 112,641 shares; 2025Q3: 112,641 shares; 2025Q4: 112,641 shares; 2026Q1: 112,641 shares 112,641 $674K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 436 shares; 2025Q4: 1,733 shares; 2026Q1: 1,549 shares 1,549 $659K 0.01% -184 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: 12,389 shares; 2024Q4: 12,389 shares; 2025Q1: 12,389 shares; 2025Q2: 12,389 shares; 2025Q3: 12,389 shares; 2025Q4: 12,889 shares; 2026Q1: 12,389 shares 12,389 $654K 0.01% -500 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: 3,624 shares; 2024Q4: 3,624 shares; 2025Q1: 3,624 shares; 2025Q2: 3,610 shares; 2025Q3: 3,610 shares; 2025Q4: 3,610 shares; 2026Q1: 3,610 shares 3,610 $648K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,557 shares; 2026Q1: 3,557 shares 3,557 $648K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,881 shares; 2026Q1: 17,381 shares 17,381 $639K 0.01% +12,500 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 14,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $636K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,409 shares; 2026Q1: 3,073 shares 3,073 $624K 0.01% -336 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,155 shares; 2026Q1: 4,494 shares 4,494 $622K 0.01% -661 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,947 shares; 2024Q4: 23,344 shares; 2025Q1: 23,118 shares; 2025Q2: 22,881 shares; 2025Q3: 8,961 shares; 2025Q4: 7,314 shares; 2026Q1: 11,580 shares 11,580 $609K 0.01% +4,266 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,460 shares; 2024Q4: 9,460 shares; 2025Q1: 14,456 shares; 2025Q2: 14,456 shares; 2025Q3: 14,456 shares; 2025Q4: 15,380 shares; 2026Q1: 19,852 shares 19,852 $604K 0.01% +4,472 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,801 shares; 2026Q1: 1,801 shares 1,801 $587K 0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242,421 shares; 2024Q4: 1,242,421 shares; 2025Q1: 1,242,421 shares; 2025Q2: 867,421 shares; 2025Q3: 867,421 shares; 2025Q4: 433,721 shares; 2026Q1: 44,000 shares 44,000 $585K 0.01% -389,721 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: 4,044 shares; 2024Q4: 4,044 shares; 2025Q1: 4,044 shares; 2025Q2: 5,669 shares; 2025Q3: 5,962 shares; 2025Q4: 5,962 shares; 2026Q1: 5,962 shares 5,962 $582K 0.01% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly 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: 20,498 shares; 2025Q4: 21,179 shares; 2026Q1: 21,179 shares 21,179 $579K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,444 shares; 2024Q4: 5,444 shares; 2025Q1: 5,444 shares; 2025Q2: 5,444 shares; 2025Q3: 5,444 shares; 2025Q4: 5,444 shares; 2026Q1: 5,444 shares 5,444 $577K 0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,571 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,293 shares; 2025Q4: 4,801 shares; 2026Q1: 4,599 shares 4,599 $572K 0.01% -202 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 6,685 shares; 2025Q3: 6,685 shares; 2025Q4: 6,685 shares; 2026Q1: 6,685 shares 6,685 $569K 0.01% 0 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 30,000 shares 30,000 $563K 0.01% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,378 shares; 2026Q1: 1,378 shares 1,378 $557K 0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,720 shares; 2025Q2: 7,720 shares; 2025Q3: 7,720 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $555K 0.01% 0 Timeline AIS TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,137 shares; 2026Q1: 13,137 shares 13,137 $551K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,168 shares 1,168 $541K 0.01% +50 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS 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: 7,956 shares; 2025Q4: 7,956 shares; 2026Q1: 7,956 shares 7,956 $537K 0.01% 0 Timeline EEMV 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: 8,233 shares; 2024Q4: 8,233 shares; 2025Q1: 8,233 shares; 2025Q2: 8,233 shares; 2025Q3: 8,233 shares; 2025Q4: 8,233 shares; 2026Q1: 8,233 shares 8,233 $533K 0.01% 0 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,654 shares 7,654 $527K 0.01% new Timeline CRGO FREIGHTOS LTD More: the full row for FREIGHTOS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400,000 shares; 2024Q4: 400,000 shares; 2025Q1: 400,000 shares; 2025Q2: 400,000 shares; 2025Q3: 379,910 shares; 2025Q4: 340,000 shares; 2026Q1: 320,000 shares 320,000 $525K 0.01% -20,000 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: 460 shares; 2025Q3: 478 shares; 2025Q4: 498 shares; 2026Q1: 578 shares 578 $517K 0.01% +80 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,214 shares; 2025Q1: 1,013 shares; 2025Q2: 1,026 shares; 2025Q3: 1,166 shares; 2025Q4: 1,201 shares; 2026Q1: 1,432 shares 1,432 $512K 0.01% +231 Timeline IBTL 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: 24,606 shares; 2025Q4: 24,606 shares; 2026Q1: 24,606 shares 24,606 $502K 0.01% 0 Timeline IBTH 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: 22,261 shares; 2025Q4: 22,261 shares; 2026Q1: 22,261 shares 22,261 $499K 0.01% 0 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,785 shares 10,785 $497K 0.01% new Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL 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: 51,616 shares; 2025Q4: 38,146 shares; 2026Q1: 38,146 shares 38,146 $491K 0.01% 0 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 2,582 shares; 2026Q1: 4,023 shares 4,023 $483K 0.01% +1,441 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,046 shares; 2024Q4: 1,053 shares; 2025Q1: 1,060 shares; 2025Q2: 1,074 shares; 2025Q3: 1,359 shares; 2025Q4: 1,366 shares; 2026Q1: 1,372 shares 1,372 $483K 0.01% +6 Timeline DEC DIVERSIFIED ENERGY CO More: the full row for DIVERSIFIED ENERGY 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: 27,129 shares; 2026Q1: 27,129 shares 27,129 $473K 0.01% 0 Timeline DEI DOUGLAS EMMETT INC More: the full row for DOUGLAS EMMETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 50,000 shares; 2026Q1: 50,000 shares 50,000 $471K 0.01% 0 Timeline LTM LATAM AIRLINES GROUP SA More: the full row for LATAM AIRLINES GROUP 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: 9,522 shares 9,522 $471K 0.01% new Timeline VNOM VIPER ENERGY INC More: the full row for VIPER 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $470K 0.01% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,526 shares; 2025Q4: 4,526 shares; 2026Q1: 4,526 shares 4,526 $462K <0.01% 0 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: 2,341 shares 2,341 $462K <0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,349 shares; 2025Q4: 2,299 shares; 2026Q1: 2,896 shares 2,896 $442K <0.01% +597 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,331 shares; 2026Q1: 6,331 shares 6,331 $433K <0.01% 0 Timeline FA FIRST ADVANTAGE CORP NEW More: the full row for FIRST ADVANTAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,484 shares; 2025Q2: 36,484 shares; 2025Q3: 36,484 shares; 2025Q4: 36,484 shares; 2026Q1: 36,484 shares 36,484 $429K <0.01% 0 Timeline KSA 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: 10,699 shares; 2026Q1: 10,699 shares 10,699 $425K <0.01% 0 Timeline ARGT 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: 3,147 shares; 2025Q2: 3,147 shares; 2025Q3: 3,147 shares; 2025Q4: 3,464 shares; 2026Q1: 4,552 shares 4,552 $425K <0.01% +1,088 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,000 shares; 2024Q4: 14,000 shares; 2025Q1: 14,000 shares; 2025Q2: 14,000 shares; 2025Q3: 14,000 shares; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $424K <0.01% 0 Timeline ERTH 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: 5,340 shares; 2024Q4: 5,903 shares; 2025Q1: 6,166 shares; 2025Q2: 6,217 shares; 2025Q3: 6,888 shares; 2025Q4: 8,627 shares; 2026Q1: 8,673 shares 8,673 $411K <0.01% +46 Timeline TEN TSAKOS ENERGY NAVIGATION LTD More: the full row for TSAKOS ENERGY NAVIGATION 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: 12,691 shares; 2025Q4: 12,691 shares; 2026Q1: 10,407 shares 10,407 $411K <0.01% -2,284 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: 20,095 shares; 2025Q3: 22,186 shares; 2025Q4: 23,593 shares; 2026Q1: 22,250 shares 22,250 $407K <0.01% -1,343 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG 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: 7,345 shares; 2025Q4: 7,345 shares; 2026Q1: 7,345 shares 7,345 $397K <0.01% 0 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,594 shares 11,594 $378K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 1,153 shares; 2026Q1: 962 shares 962 $376K <0.01% -191 Timeline DSTX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,000 shares 11,000 $356K <0.01% new Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO 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: 18,300 shares; 2026Q1: 18,300 shares 18,300 $356K <0.01% 0 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER 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: 10,693 shares; 2026Q1: 10,693 shares 10,693 $353K <0.01% 0 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,436 shares; 2024Q4: 2,452 shares; 2025Q1: 2,471 shares; 2025Q2: 2,490 shares; 2025Q3: 2,509 shares; 2025Q4: 2,528 shares; 2026Q1: 2,546 shares 2,546 $349K <0.01% +18 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,893 shares; 2025Q3: 2,036 shares; 2025Q4: 2,036 shares; 2026Q1: 2,036 shares 2,036 $344K <0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 621 shares; 2026Q1: 475 shares 475 $337K <0.01% -146 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 10,795 shares; 2026Q1: 10,795 shares 10,795 $336K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,664 shares; 2025Q4: 6,713 shares; 2026Q1: 6,749 shares 6,749 $317K <0.01% +36 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,875 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,270 shares; 2026Q1: 3,268 shares 3,268 $315K <0.01% -2 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 833 shares; 2025Q4: 1,213 shares; 2026Q1: 933 shares 933 $307K <0.01% -280 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,868 shares; 2025Q3: 7,051 shares; 2025Q4: 9,687 shares; 2026Q1: 6,213 shares 6,213 $303K <0.01% -3,474 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 548 shares; 2025Q4: 762 shares; 2026Q1: 597 shares 597 $298K <0.01% -165 Timeline SHLD 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: not reported; 2026Q1: 4,175 shares 4,175 $296K <0.01% new Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,067 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,047 shares 4,047 $295K <0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 849 shares 849 $291K <0.01% new Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,377 shares; 2025Q2: 19,377 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,668 shares 12,668 $291K <0.01% new Timeline NLOP NET LEASE OFFICE PROPERTIES More: the full row for NET LEASE OFFICE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,286 shares; 2025Q2: 9,286 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,215 shares 25,215 $290K <0.01% new 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: 3,298 shares; 2024Q4: 3,298 shares; 2025Q1: 3,298 shares; 2025Q2: 3,298 shares; 2025Q3: 3,550 shares; 2025Q4: 3,550 shares; 2026Q1: 3,550 shares 3,550 $285K <0.01% 0 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST 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: 8,841 shares 8,841 $283K <0.01% new Timeline FCG 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: 8,792 shares; 2024Q4: 8,792 shares; 2025Q1: 8,792 shares; 2025Q2: 8,792 shares; 2025Q3: 8,792 shares; 2025Q4: 8,792 shares; 2026Q1: 8,792 shares 8,792 $279K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,736 shares; 2024Q4: 7,636 shares; 2025Q1: 7,636 shares; 2025Q2: 5,136 shares; 2025Q3: 2,096 shares; 2025Q4: 1,233 shares; 2026Q1: 1,581 shares 1,581 $278K <0.01% +348 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $276K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,980 shares; 2024Q4: 17,303 shares; 2025Q1: 17,874 shares; 2025Q2: 8,206 shares; 2025Q3: 4,421 shares; 2025Q4: 4,471 shares; 2026Q1: 5,889 shares 5,889 $276K <0.01% +1,418 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,448 shares; 2025Q3: 12,448 shares; 2025Q4: 12,448 shares; 2026Q1: 19,348 shares 19,348 $276K <0.01% +6,900 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,549 shares; 2026Q1: 9,549 shares 9,549 $274K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,430 shares; 2024Q4: 5,430 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,366 shares 5,366 $273K <0.01% new 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: not reported; 2025Q2: 885 shares; 2025Q3: 1,046 shares; 2025Q4: 1,046 shares; 2026Q1: 1,046 shares 1,046 $272K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,285 shares; 2025Q1: 4,285 shares; 2025Q2: 4,285 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,635 shares 4,635 $271K <0.01% +350 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 787 shares 787 $269K <0.01% new Timeline SMIN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,740 shares; 2025Q3: not reported; 2025Q4: 3,164 shares; 2026Q1: 4,271 shares 4,271 $256K <0.01% +1,107 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,866 shares 3,866 $256K <0.01% new Timeline LLYVK LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares 2,715 $256K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,740 shares; 2024Q4: 15,813 shares; 2025Q1: 15,813 shares; 2025Q2: 15,854 shares; 2025Q3: 15,854 shares; 2025Q4: 12,915 shares; 2026Q1: 4,498 shares 4,498 $255K <0.01% -8,417 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 6,594 shares; 2026Q1: 4,246 shares 4,246 $253K <0.01% -2,348 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 2,700 shares; 2026Q1: 2,700 shares 2,700 $252K <0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 856 shares; 2026Q1: 856 shares 856 $249K <0.01% 0 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG 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: 5,000 shares; 2026Q1: 5,000 shares 5,000 $246K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,666 shares; 2025Q3: 1,816 shares; 2025Q4: 1,816 shares; 2026Q1: 1,816 shares 1,816 $238K <0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: not reported; 2025Q1: 2,331 shares; 2025Q2: 2,331 shares; 2025Q3: 2,331 shares; 2025Q4: 1,331 shares; 2026Q1: 1,331 shares 1,331 $237K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK 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: 4,196 shares; 2026Q1: 4,196 shares 4,196 $232K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,393 shares; 2024Q4: 1,647 shares; 2025Q1: 1,387 shares; 2025Q2: 987 shares; 2025Q3: 987 shares; 2025Q4: not reported; 2026Q1: 1,528 shares 1,528 $229K <0.01% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $228K <0.01% 0 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 148,573 shares 148,573 $226K <0.01% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,830 shares 1,830 $222K <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA 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: 1,424 shares 1,424 $214K <0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,785 shares 4,785 $211K <0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ 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: 4,590 shares; 2026Q1: 4,542 shares 4,542 $211K <0.01% -48 Timeline XMMO 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: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: not reported; 2026Q1: 1,433 shares 1,433 $208K <0.01% new Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,453 shares; 2024Q4: 4,453 shares; 2025Q1: 4,453 shares; 2025Q2: 4,453 shares; 2025Q3: 4,453 shares; 2025Q4: 4,453 shares; 2026Q1: 2,226 shares 2,226 $207K <0.01% -2,227 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,196 shares 1,196 $206K <0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,400 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,670 shares 5,670 $204K <0.01% new Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 18,116 shares; 2025Q2: 18,116 shares; 2025Q3: 18,116 shares; 2025Q4: 11,728 shares; 2026Q1: 14,115 shares 14,115 $179K <0.01% +2,387 Timeline WU WESTERN UN CO More: the full row for WESTERN UN 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 20,000 shares 20,000 $175K <0.01% +10,000 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,679 shares; 2026Q1: 24,679 shares 24,679 $164K <0.01% 0 Timeline ELPC COMPANHIA PARANAENSE DE ENER More: the full row for COMPANHIA PARANAENSE DE ENER Quarterly 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: 13,185 shares 13,185 $157K <0.01% new Timeline FATE FATE THERAPEUTICS INC More: the full row for FATE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 125,000 shares; 2025Q2: 125,000 shares; 2025Q3: 125,000 shares; 2025Q4: 125,000 shares; 2026Q1: 125,000 shares 125,000 $150K <0.01% 0 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: 13,815 shares; 2026Q1: 11,627 shares 11,627 $131K <0.01% -2,188 Timeline XBP XBP GLOBAL HOLDINGS INC More: the full row for XBP GLOBAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33,740 shares; 2026Q1: 29,605 shares 29,605 $130K <0.01% -4,135 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,545 shares; 2024Q4: 76,185 shares; 2025Q1: 18,385 shares; 2025Q2: 18,385 shares; 2025Q3: 18,385 shares; 2025Q4: 11,645 shares; 2026Q1: 11,645 shares 11,645 $129K <0.01% 0 Timeline PEB PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $126K <0.01% 0 Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA 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: 10,783 shares 10,783 $122K <0.01% new Timeline MAGN MAGNERA CORP More: the full row for MAGNERA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,918 shares 10,918 $104K <0.01% new Timeline FLL FULL HSE RESORTS INC More: the full row for FULL HSE RESORTS 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: 46,098 shares 46,098 $104K <0.01% new Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 10,110 shares; 2025Q4: 10,110 shares; 2026Q1: 10,110 shares 10,110 $80.3K <0.01% 0 Timeline AVAL GRUPO AVAL ACCIONES Y VALORE More: the full row for GRUPO AVAL ACCIONES Y VALORE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,613 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,986 shares 17,986 $79.1K <0.01% new Timeline VOXR VOX ROYALTY CORP More: the full row for VOX ROYALTY 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: 11,257 shares; 2026Q1: 11,257 shares 11,257 $59K <0.01% 0 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,098 shares; 2024Q4: 19,098 shares; 2025Q1: 26,397 shares; 2025Q2: 19,290 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,985 shares 12,985 $58.7K <0.01% new Timeline GENVR 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: not reported; 2025Q2: 17,377 shares; 2025Q3: 17,377 shares; 2025Q4: 17,377 shares; 2026Q1: 17,377 shares 17,377 $8.39K <0.01% 0 Timeline