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: 318,788 shares; 2024Q4: 315,327 shares; 2025Q1: 304,780 shares; 2025Q2: 301,602 shares; 2025Q3: 279,604 shares; 2025Q4: 280,886 shares; 2026Q1: 280,953 shares 280,953 $35M 12.24% +67 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,973 shares; 2025Q1: 3,440 shares; 2025Q2: 3,892 shares; 2025Q3: 4,783 shares; 2025Q4: 11,000 shares; 2026Q1: 47,386 shares 47,386 $10.4M 3.63% +36,386 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,843 shares; 2024Q4: 122,226 shares; 2025Q1: 97,444 shares; 2025Q2: 95,441 shares; 2025Q3: 107,085 shares; 2025Q4: 108,354 shares; 2026Q1: 101,463 shares 101,463 $9.84M 3.44% -6,891 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: 24,981 shares; 2024Q4: 32,069 shares; 2025Q1: 23,448 shares; 2025Q2: 21,455 shares; 2025Q3: 15,119 shares; 2025Q4: 14,292 shares; 2026Q1: 14,800 shares 14,800 $9.65M 3.38% +508 Timeline IEV 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: 47,910 shares; 2024Q4: 45,804 shares; 2025Q1: 49,253 shares; 2025Q2: 49,120 shares; 2025Q3: 130,921 shares; 2025Q4: 133,613 shares; 2026Q1: 132,318 shares 132,318 $8.99M 3.14% -1,295 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: 61,946 shares; 2024Q4: 60,454 shares; 2025Q1: 63,974 shares; 2025Q2: 64,299 shares; 2025Q3: 66,843 shares; 2025Q4: 67,722 shares; 2026Q1: 105,166 shares 105,166 $8.27M 2.89% +37,444 Timeline DTCR 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: 344,292 shares 344,292 $8.25M 2.89% new 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: 50,020 shares; 2024Q4: 70,834 shares; 2025Q1: 107,905 shares; 2025Q2: 134,890 shares; 2025Q3: 124,981 shares; 2025Q4: 127,449 shares; 2026Q1: 145,911 shares 145,911 $8.1M 2.83% +18,462 Timeline GDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216,522 shares 216,522 $8.02M 2.8% new Timeline IVES WEDBUSH SER TR More: the full row for WEDBUSH SER 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: 265,168 shares 265,168 $7.52M 2.63% new Timeline BILS 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: 13,610 shares; 2025Q1: 51,072 shares; 2025Q2: 21,786 shares; 2025Q3: 16,200 shares; 2025Q4: 31,998 shares; 2026Q1: 65,590 shares 65,590 $6.52M 2.28% +33,592 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: 26,243 shares; 2024Q4: 26,341 shares; 2025Q1: 32,310 shares; 2025Q2: 24,047 shares; 2025Q3: 24,607 shares; 2025Q4: 50,347 shares; 2026Q1: 43,225 shares 43,225 $5.74M 2.01% -7,122 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: 16,234 shares; 2024Q4: 14,463 shares; 2025Q1: 9,571 shares; 2025Q2: 10,705 shares; 2025Q3: 10,804 shares; 2025Q4: 10,866 shares; 2026Q1: 8,998 shares 8,998 $5.19M 1.82% -1,868 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,233 shares; 2024Q4: 37,673 shares; 2025Q1: 41,808 shares; 2025Q2: 24,771 shares; 2025Q3: 25,222 shares; 2025Q4: 26,849 shares; 2026Q1: 26,864 shares 26,864 $4.69M 1.64% +15 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,920 shares; 2024Q4: 88,834 shares; 2025Q1: 94,556 shares; 2025Q2: 95,524 shares; 2025Q3: 94,534 shares; 2025Q4: 79,066 shares; 2026Q1: 71,112 shares 71,112 $4.56M 1.59% -7,954 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 47,840 shares; 2025Q3: 60,532 shares; 2025Q4: 81,994 shares; 2026Q1: 124,290 shares 124,290 $4.16M 1.45% +42,296 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: 8,125 shares; 2024Q4: 22,682 shares; 2025Q1: 22,479 shares; 2025Q2: 33,699 shares; 2025Q3: 34,135 shares; 2025Q4: 29,197 shares; 2026Q1: 16,850 shares 16,850 $4M 1.4% -12,347 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: 23,156 shares; 2024Q4: 22,061 shares; 2025Q1: 21,546 shares; 2025Q2: 14,687 shares; 2025Q3: 14,309 shares; 2025Q4: 14,397 shares; 2026Q1: 15,193 shares 15,193 $3.86M 1.35% +796 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: 4,619 shares; 2024Q4: 2,863 shares; 2025Q1: 2,329 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58,566 shares 58,566 $3.59M 1.25% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,951 shares; 2025Q1: 4,710 shares; 2025Q2: 7,334 shares; 2025Q3: 7,810 shares; 2025Q4: 10,360 shares; 2026Q1: 9,888 shares 9,888 $3.53M 1.23% -472 Timeline DLFE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,812 shares 117,812 $3.47M 1.21% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,744 shares; 2024Q4: 101,242 shares; 2025Q1: 125,820 shares; 2025Q2: 101,054 shares; 2025Q3: 100,116 shares; 2025Q4: 95,530 shares; 2026Q1: 68,809 shares 68,809 $3.4M 1.19% -26,721 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,375 shares; 2024Q4: 25,667 shares; 2025Q1: 28,541 shares; 2025Q2: 29,129 shares; 2025Q3: 31,232 shares; 2025Q4: 32,010 shares; 2026Q1: 19,219 shares 19,219 $3.11M 1.09% -12,791 Timeline WLTG ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 88,361 shares; 2025Q4: 89,188 shares; 2026Q1: 91,259 shares 91,259 $3.09M 1.08% +2,071 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: 9,863 shares; 2024Q4: 8,073 shares; 2025Q1: 12,916 shares; 2025Q2: 13,322 shares; 2025Q3: 12,643 shares; 2025Q4: 6,241 shares; 2026Q1: 15,236 shares 15,236 $2.99M 1.05% +8,995 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: 6,248 shares; 2024Q4: 6,458 shares; 2025Q1: 7,349 shares; 2025Q2: 7,528 shares; 2025Q3: 9,542 shares; 2025Q4: 10,236 shares; 2026Q1: 10,281 shares 10,281 $2.96M 1.03% +45 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,799 shares; 2024Q4: 31,438 shares; 2025Q1: 16,143 shares; 2025Q2: 16,115 shares; 2025Q3: 16,108 shares; 2025Q4: 31,810 shares; 2026Q1: 63,901 shares 63,901 $2.93M 1.03% +32,091 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,376 shares; 2024Q4: 30,428 shares; 2025Q1: 26,390 shares; 2025Q2: 26,995 shares; 2025Q3: 24,464 shares; 2025Q4: 24,516 shares; 2026Q1: 18,384 shares 18,384 $2.85M 1% -6,132 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: 10,008 shares; 2024Q4: 9,552 shares; 2025Q1: 11,011 shares; 2025Q2: 10,745 shares; 2025Q3: 8,757 shares; 2025Q4: 7,911 shares; 2026Q1: 7,576 shares 7,576 $2.8M 0.98% -335 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: 20,842 shares; 2024Q4: 21,326 shares; 2025Q1: 21,484 shares; 2025Q2: 13,337 shares; 2025Q3: 13,706 shares; 2025Q4: 15,313 shares; 2026Q1: 13,281 shares 13,281 $2.77M 0.97% -2,032 Timeline USHY 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: 52,946 shares; 2024Q4: 55,255 shares; 2025Q1: 74,573 shares; 2025Q2: 74,319 shares; 2025Q3: 76,480 shares; 2025Q4: 77,369 shares; 2026Q1: 70,841 shares 70,841 $2.61M 0.91% -6,528 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: 16,852 shares; 2024Q4: 14,721 shares; 2025Q1: 19,039 shares; 2025Q2: 19,149 shares; 2025Q3: 19,671 shares; 2025Q4: 22,019 shares; 2026Q1: 17,442 shares 17,442 $2.56M 0.89% -4,577 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: 5,759 shares; 2024Q4: 5,555 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,961 shares; 2025Q4: 6,938 shares; 2026Q1: 8,913 shares 8,913 $2.23M 0.78% +1,975 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: 3,836 shares; 2024Q4: 3,121 shares; 2025Q1: 5,469 shares; 2025Q2: 4,477 shares; 2025Q3: 4,814 shares; 2025Q4: 4,187 shares; 2026Q1: 3,828 shares 3,828 $2.19M 0.77% -359 Timeline CAIE CALAMOS ETF TR More: the full row for CALAMOS 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: 24,039 shares; 2025Q4: 46,865 shares; 2026Q1: 73,453 shares 73,453 $1.85M 0.65% +26,588 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,302 shares; 2024Q4: 6,094 shares; 2025Q1: 6,926 shares; 2025Q2: 9,661 shares; 2025Q3: 22,242 shares; 2025Q4: 25,096 shares; 2026Q1: 21,268 shares 21,268 $1.8M 0.63% -3,828 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,628 shares; 2026Q1: 6,185 shares 6,185 $1.78M 0.62% -443 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: 860 shares; 2024Q4: 858 shares; 2025Q1: 1,239 shares; 2025Q2: 1,118 shares; 2025Q3: 1,125 shares; 2025Q4: 1,371 shares; 2026Q1: 1,905 shares 1,905 $1.75M 0.61% +534 Timeline GSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,171 shares 44,171 $1.68M 0.59% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,163 shares; 2024Q4: 14,729 shares; 2025Q1: 17,628 shares; 2025Q2: 17,355 shares; 2025Q3: 7,639 shares; 2025Q4: 7,994 shares; 2026Q1: 7,732 shares 7,732 $1.64M 0.57% -262 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,384 shares 27,384 $1.55M 0.54% new 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: 90 shares; 2025Q1: not reported; 2025Q2: 1,867 shares; 2025Q3: 3,042 shares; 2025Q4: 4,020 shares; 2026Q1: 4,259 shares 4,259 $1.44M 0.5% +239 Timeline DLNV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,881 shares 46,881 $1.43M 0.5% new Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,115 shares; 2024Q4: 28,290 shares; 2025Q1: 25,923 shares; 2025Q2: 26,689 shares; 2025Q3: 13,564 shares; 2025Q4: 13,598 shares; 2026Q1: 13,726 shares 13,726 $1.4M 0.49% +128 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,553 shares; 2024Q4: 3,449 shares; 2025Q1: 3,080 shares; 2025Q2: 3,437 shares; 2025Q3: 5,924 shares; 2025Q4: 5,830 shares; 2026Q1: 3,541 shares 3,541 $1.32M 0.46% -2,289 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: 8,286 shares; 2024Q4: 5,139 shares; 2025Q1: 7,435 shares; 2025Q2: 3,706 shares; 2025Q3: 4,911 shares; 2025Q4: 6,536 shares; 2026Q1: 3,054 shares 3,054 $1.31M 0.46% -3,482 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: 1,932 shares; 2024Q4: 4,050 shares; 2025Q1: 4,409 shares; 2025Q2: 4,099 shares; 2025Q3: 4,227 shares; 2025Q4: 4,443 shares; 2026Q1: 3,853 shares 3,853 $1.31M 0.46% -590 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 650 shares; 2025Q1: not reported; 2025Q2: 2,720 shares; 2025Q3: 4,378 shares; 2025Q4: 4,715 shares; 2026Q1: 5,889 shares 5,889 $1.26M 0.44% +1,174 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,535 shares; 2024Q4: 9,474 shares; 2025Q1: 11,578 shares; 2025Q2: 11,684 shares; 2025Q3: 11,743 shares; 2025Q4: 11,979 shares; 2026Q1: 15,119 shares 15,119 $1.24M 0.43% +3,140 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,985 shares; 2024Q4: 21,939 shares; 2025Q1: 21,082 shares; 2025Q2: 21,378 shares; 2025Q3: 22,898 shares; 2025Q4: 23,593 shares; 2026Q1: 23,538 shares 23,538 $1.18M 0.41% -55 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,220 shares; 2024Q4: 4,716 shares; 2025Q1: 4,968 shares; 2025Q2: 6,025 shares; 2025Q3: 10,338 shares; 2025Q4: 11,386 shares; 2026Q1: 11,681 shares 11,681 $1.18M 0.41% +295 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,319 shares; 2024Q4: 3,122 shares; 2025Q1: 4,309 shares; 2025Q2: 4,318 shares; 2025Q3: 5,182 shares; 2025Q4: 5,315 shares; 2026Q1: 6,063 shares 6,063 $1.17M 0.41% +748 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 241 shares; 2025Q1: 765 shares; 2025Q2: 768 shares; 2025Q3: 1,093 shares; 2025Q4: 1,051 shares; 2026Q1: 1,303 shares 1,303 $1.14M 0.4% +252 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,061 shares; 2025Q4: 5,444 shares; 2026Q1: 3,943 shares 3,943 $1.07M 0.37% -1,501 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,761 shares; 2025Q4: 6,849 shares; 2026Q1: 9,749 shares 9,749 $1.06M 0.37% +2,900 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,476 shares; 2025Q1: 5,058 shares; 2025Q2: 5,241 shares; 2025Q3: 5,288 shares; 2025Q4: 5,290 shares; 2026Q1: 5,269 shares 5,269 $948K 0.33% -21 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,641 shares; 2025Q1: 7,068 shares; 2025Q2: 7,199 shares; 2025Q3: 7,556 shares; 2025Q4: 7,835 shares; 2026Q1: 7,975 shares 7,975 $946K 0.33% +140 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,251 shares; 2024Q4: 47,077 shares; 2025Q1: 48,868 shares; 2025Q2: 48,762 shares; 2025Q3: 17,807 shares; 2025Q4: 18,253 shares; 2026Q1: 11,042 shares 11,042 $945K 0.33% -7,211 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,308 shares; 2024Q4: 38,890 shares; 2025Q1: 32,731 shares; 2025Q2: 31,753 shares; 2025Q3: 31,885 shares; 2025Q4: 32,659 shares; 2026Q1: 31,506 shares 31,506 $913K 0.32% -1,153 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,659 shares; 2024Q4: 1,754 shares; 2025Q1: 3,221 shares; 2025Q2: 1,107 shares; 2025Q3: 1,221 shares; 2025Q4: 14,590 shares; 2026Q1: 9,369 shares 9,369 $901K 0.32% -5,221 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: 3,753 shares; 2025Q1: not reported; 2025Q2: 15,931 shares; 2025Q3: 16,643 shares; 2025Q4: 17,145 shares; 2026Q1: 18,161 shares 18,161 $885K 0.31% +1,016 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,001 shares; 2024Q4: 992 shares; 2025Q1: 1,079 shares; 2025Q2: 1,082 shares; 2025Q3: 1,106 shares; 2025Q4: 1,168 shares; 2026Q1: 1,189 shares 1,189 $878K 0.31% +21 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,139 shares; 2024Q4: 17,414 shares; 2025Q1: 18,131 shares; 2025Q2: 18,155 shares; 2025Q3: 22,634 shares; 2025Q4: 24,041 shares; 2026Q1: 12,488 shares 12,488 $851K 0.3% -11,553 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,350 shares; 2025Q4: 9,452 shares; 2026Q1: 14,476 shares 14,476 $851K 0.3% +5,024 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,083 shares; 2026Q1: 3,222 shares 3,222 $844K 0.3% +139 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,956 shares; 2025Q1: 8,577 shares; 2025Q2: 9,044 shares; 2025Q3: 10,573 shares; 2025Q4: 11,266 shares; 2026Q1: 11,892 shares 11,892 $809K 0.28% +626 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,426 shares; 2025Q2: 1,386 shares; 2025Q3: 2,429 shares; 2025Q4: 2,518 shares; 2026Q1: 3,531 shares 3,531 $808K 0.28% +1,013 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: 7,948 shares; 2024Q4: 10,806 shares; 2025Q1: 24,284 shares; 2025Q2: 23,730 shares; 2025Q3: 18,441 shares; 2025Q4: 15,337 shares; 2026Q1: 5,516 shares 5,516 $807K 0.28% -9,821 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 212 shares; 2025Q1: 2,517 shares; 2025Q2: 6,016 shares; 2025Q3: 2,161 shares; 2025Q4: 2,825 shares; 2026Q1: 4,051 shares 4,051 $806K 0.28% +1,226 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: 2,442 shares; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 874 shares; 2026Q1: 2,484 shares 2,484 $769K 0.27% +1,610 Timeline IYY 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: 9,097 shares; 2024Q4: 9,097 shares; 2025Q1: 8,091 shares; 2025Q2: 8,091 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $761K 0.27% 0 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: 375 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,944 shares 16,944 $748K 0.26% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 8,230 shares; 2025Q1: 11,167 shares; 2025Q2: 9,578 shares; 2025Q3: 3,872 shares; 2025Q4: 8,370 shares; 2026Q1: 6,851 shares 6,851 $747K 0.26% -1,519 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,039 shares; 2024Q4: 23,060 shares; 2025Q1: 26,031 shares; 2025Q2: 24,541 shares; 2025Q3: 16,829 shares; 2025Q4: 21,138 shares; 2026Q1: 14,533 shares 14,533 $740K 0.26% -6,605 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,714 shares; 2025Q3: 3,417 shares; 2025Q4: 3,663 shares; 2026Q1: 4,039 shares 4,039 $737K 0.26% +376 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: 2,229 shares; 2024Q4: 3,400 shares; 2025Q1: 3,019 shares; 2025Q2: 3,291 shares; 2025Q3: 3,103 shares; 2025Q4: 2,581 shares; 2026Q1: 1,205 shares 1,205 $720K 0.25% -1,376 Timeline APTV-W APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,111 shares 10,111 $702K 0.25% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 525 shares; 2025Q4: 596 shares; 2026Q1: 893 shares 893 $690K 0.24% +297 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 150 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 964 shares; 2025Q4: 968 shares; 2026Q1: 1,251 shares 1,251 $687K 0.24% +283 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,848 shares; 2025Q4: 28,053 shares; 2026Q1: 12,693 shares 12,693 $670K 0.23% -15,360 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,524 shares; 2025Q4: 2,547 shares; 2026Q1: 3,865 shares 3,865 $636K 0.22% +1,318 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: 383 shares; 2025Q1: not reported; 2025Q2: 693 shares; 2025Q3: 1,088 shares; 2025Q4: 1,108 shares; 2026Q1: 1,778 shares 1,778 $636K 0.22% +670 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,362 shares; 2025Q4: 4,391 shares; 2026Q1: 5,969 shares 5,969 $630K 0.22% +1,578 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 9,192 shares; 2025Q4: 9,611 shares; 2026Q1: 10,457 shares 10,457 $627K 0.22% +846 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,051 shares; 2025Q4: not reported; 2026Q1: 2,454 shares 2,454 $599K 0.21% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 814 shares; 2025Q1: 826 shares; 2025Q2: 831 shares; 2025Q3: 838 shares; 2025Q4: 869 shares; 2026Q1: 1,278 shares 1,278 $568K 0.2% +409 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: 1,656 shares; 2024Q4: 1,199 shares; 2025Q1: not reported; 2025Q2: 1,759 shares; 2025Q3: 2,997 shares; 2025Q4: 2,360 shares; 2026Q1: 4,880 shares 4,880 $561K 0.2% +2,520 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,111 shares; 2026Q1: 21,588 shares 21,588 $559K 0.2% +1,477 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,852 shares 3,852 $557K 0.19% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 398 shares; 2025Q4: 434 shares; 2026Q1: 622 shares 622 $557K 0.19% +188 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: 819 shares 819 $535K 0.19% +394 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,226 shares; 2024Q4: 9,037 shares; 2025Q1: 11,586 shares; 2025Q2: 2,090 shares; 2025Q3: 4,251 shares; 2025Q4: 3,900 shares; 2026Q1: 1,814 shares 1,814 $520K 0.18% -2,086 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: 17,409 shares; 2025Q2: 17,259 shares; 2025Q3: 14,282 shares; 2025Q4: 25,453 shares; 2026Q1: 25,453 shares 25,453 $519K 0.18% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,251 shares; 2024Q4: 2,408 shares; 2025Q1: 1,996 shares; 2025Q2: 1,938 shares; 2025Q3: 1,996 shares; 2025Q4: 1,829 shares; 2026Q1: 1,329 shares 1,329 $519K 0.18% -500 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS 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: 22,960 shares; 2025Q4: 24,044 shares; 2026Q1: 17,127 shares 17,127 $516K 0.18% -6,917 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 731 shares 731 $514K 0.18% new Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,066 shares; 2025Q3: 4,193 shares; 2025Q4: 4,308 shares; 2026Q1: 4,514 shares 4,514 $496K 0.17% +206 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,379 shares; 2026Q1: 5,437 shares 5,437 $495K 0.17% +58 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL 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: 11,669 shares; 2026Q1: 12,588 shares 12,588 $494K 0.17% +919 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: 175 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,170 shares; 2026Q1: 3,278 shares 3,278 $493K 0.17% +1,108 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: 9,298 shares; 2024Q4: 10,524 shares; 2025Q1: 8,865 shares; 2025Q2: 8,913 shares; 2025Q3: 10,124 shares; 2025Q4: 10,706 shares; 2026Q1: 8,799 shares 8,799 $490K 0.17% -1,907 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,615 shares; 2024Q4: 1,845 shares; 2025Q1: 2,259 shares; 2025Q2: 2,272 shares; 2025Q3: 2,501 shares; 2025Q4: 2,646 shares; 2026Q1: 2,985 shares 2,985 $464K 0.16% +339 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,851 shares; 2025Q2: 1,847 shares; 2025Q3: 1,899 shares; 2025Q4: 1,956 shares; 2026Q1: 2,064 shares 2,064 $463K 0.16% +108 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 28,776 shares 28,776 $456K 0.16% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,624 shares; 2024Q4: 1,378 shares; 2025Q1: 1,826 shares; 2025Q2: not reported; 2025Q3: 3,621 shares; 2025Q4: 4,049 shares; 2026Q1: 4,590 shares 4,590 $452K 0.16% +541 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: 3,593 shares; 2025Q1: 3,289 shares; 2025Q2: 3,068 shares; 2025Q3: 3,126 shares; 2025Q4: 1,561 shares; 2026Q1: 1,627 shares 1,627 $450K 0.16% +66 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,267 shares; 2024Q4: 6,094 shares; 2025Q1: 4,908 shares; 2025Q2: 5,615 shares; 2025Q3: 7,037 shares; 2025Q4: 7,672 shares; 2026Q1: 8,317 shares 8,317 $437K 0.15% +645 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,687 shares; 2024Q4: 12,687 shares; 2025Q1: 12,687 shares; 2025Q2: 12,687 shares; 2025Q3: 12,687 shares; 2025Q4: 12,687 shares; 2026Q1: 12,687 shares 12,687 $408K 0.14% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,251 shares; 2024Q4: 4,146 shares; 2025Q1: 3,416 shares; 2025Q2: 3,364 shares; 2025Q3: 3,917 shares; 2025Q4: 4,093 shares; 2026Q1: 4,289 shares 4,289 $405K 0.14% +196 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,434 shares; 2025Q1: 2,082 shares; 2025Q2: 2,431 shares; 2025Q3: 3,303 shares; 2025Q4: 3,554 shares; 2026Q1: 4,295 shares 4,295 $389K 0.14% +741 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $376K 0.13% 0 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: 155 shares; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,681 shares; 2025Q4: 2,916 shares; 2026Q1: 3,094 shares 3,094 $375K 0.13% +178 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,104 shares; 2024Q4: 2,819 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,773 shares 4,773 $365K 0.13% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,708 shares; 2024Q4: 3,183 shares; 2025Q1: 3,608 shares; 2025Q2: 3,669 shares; 2025Q3: 3,796 shares; 2025Q4: 7,886 shares; 2026Q1: 7,270 shares 7,270 $363K 0.13% -616 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: 1,180 shares; 2024Q4: 1,015 shares; 2025Q1: 1,260 shares; 2025Q2: 1,129 shares; 2025Q3: 1,318 shares; 2025Q4: 1,322 shares; 2026Q1: 1,929 shares 1,929 $360K 0.13% +607 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,624 shares 2,624 $357K 0.12% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,407 shares; 2025Q4: 1,479 shares; 2026Q1: 3,200 shares 3,200 $354K 0.12% +1,721 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER 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: 18,850 shares; 2026Q1: 16,324 shares 16,324 $351K 0.12% -2,526 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,080 shares; 2024Q4: 9,038 shares; 2025Q1: 8,479 shares; 2025Q2: 8,428 shares; 2025Q3: 8,737 shares; 2025Q4: 9,272 shares; 2026Q1: 9,672 shares 9,672 $340K 0.12% +400 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,764 shares; 2024Q4: 6,663 shares; 2025Q1: 5,330 shares; 2025Q2: 5,306 shares; 2025Q3: 6,436 shares; 2025Q4: 6,311 shares; 2026Q1: 7,003 shares 7,003 $337K 0.12% +692 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 2,774 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,251 shares 4,251 $336K 0.12% new Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,229 shares; 2024Q4: 16,218 shares; 2025Q1: 10,690 shares; 2025Q2: 10,411 shares; 2025Q3: 10,386 shares; 2025Q4: 17,119 shares; 2026Q1: 19,443 shares 19,443 $335K 0.12% +2,324 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,015 shares; 2024Q4: 5,851 shares; 2025Q1: 7,055 shares; 2025Q2: 7,167 shares; 2025Q3: 7,425 shares; 2025Q4: 8,024 shares; 2026Q1: 7,360 shares 7,360 $333K 0.12% -664 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,315 shares; 2024Q4: 3,650 shares; 2025Q1: 2,944 shares; 2025Q2: 2,935 shares; 2025Q3: 3,383 shares; 2025Q4: 3,534 shares; 2026Q1: 3,808 shares 3,808 $333K 0.12% +274 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,595 shares; 2025Q1: 1,170 shares; 2025Q2: 1,180 shares; 2025Q3: 1,353 shares; 2025Q4: 1,435 shares; 2026Q1: 1,567 shares 1,567 $326K 0.11% +132 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,700 shares; 2024Q4: 2,684 shares; 2025Q1: 2,143 shares; 2025Q2: 2,138 shares; 2025Q3: 2,106 shares; 2025Q4: 2,231 shares; 2026Q1: 2,310 shares 2,310 $321K 0.11% +79 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 1,001 shares 1,001 $321K 0.11% +192 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,942 shares; 2024Q4: 3,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,076 shares; 2026Q1: 1,567 shares 1,567 $319K 0.11% +491 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,722 shares 2,722 $313K 0.11% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,795 shares; 2025Q4: 14,614 shares; 2026Q1: 19,013 shares 19,013 $312K 0.11% +4,399 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,263 shares; 2025Q4: 1,358 shares; 2026Q1: 1,498 shares 1,498 $311K 0.11% +140 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 314 shares 314 $308K 0.11% new Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 2,616 shares 2,616 $306K 0.11% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,600 shares 2,600 $305K 0.11% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,264 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,707 shares 7,707 $304K 0.11% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares 1,657 $303K 0.11% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: 5,672 shares; 2025Q1: 3,725 shares; 2025Q2: 4,360 shares; 2025Q3: 5,338 shares; 2025Q4: 5,625 shares; 2026Q1: 6,702 shares 6,702 $303K 0.11% +1,077 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: 7,056 shares; 2024Q4: 6,718 shares; 2025Q1: 4,765 shares; 2025Q2: 4,718 shares; 2025Q3: 4,966 shares; 2025Q4: 5,292 shares; 2026Q1: 3,760 shares 3,760 $299K 0.1% -1,532 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,121 shares 3,121 $299K 0.1% new Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS 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: 1,315 shares 1,315 $292K 0.1% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,552 shares; 2024Q4: 6,180 shares; 2025Q1: 5,063 shares; 2025Q2: 5,042 shares; 2025Q3: 5,502 shares; 2025Q4: 5,857 shares; 2026Q1: 6,303 shares 6,303 $290K 0.1% +446 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,287 shares; 2025Q1: not reported; 2025Q2: 2,176 shares; 2025Q3: 2,358 shares; 2025Q4: 2,449 shares; 2026Q1: 2,432 shares 2,432 $289K 0.1% -17 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,204 shares; 2025Q4: 2,964 shares; 2026Q1: 3,860 shares 3,860 $287K 0.1% +896 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,818 shares; 2025Q4: 1,924 shares; 2026Q1: 1,940 shares 1,940 $286K 0.1% +16 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,666 shares 3,666 $284K 0.1% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029 shares; 2024Q4: 979 shares; 2025Q1: 798 shares; 2025Q2: 805 shares; 2025Q3: 891 shares; 2025Q4: 936 shares; 2026Q1: 967 shares 967 $282K 0.1% +31 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: not reported; 2025Q4: 2,850 shares; 2026Q1: 2,346 shares 2,346 $282K 0.1% -504 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: not reported; 2025Q1: 1,310 shares; 2025Q2: 1,331 shares; 2025Q3: 1,405 shares; 2025Q4: 1,447 shares; 2026Q1: 1,551 shares 1,551 $278K 0.1% +104 Timeline AFOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,680 shares 7,680 $278K 0.1% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,191 shares; 2025Q1: 7,120 shares; 2025Q2: 7,118 shares; 2025Q3: 10,136 shares; 2025Q4: 13,614 shares; 2026Q1: 16,316 shares 16,316 $274K 0.1% +2,702 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,286 shares; 2024Q4: 4,681 shares; 2025Q1: 4,231 shares; 2025Q2: 4,212 shares; 2025Q3: 3,709 shares; 2025Q4: 3,917 shares; 2026Q1: 3,929 shares 3,929 $270K 0.09% +12 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,874 shares 10,874 $269K 0.09% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,235 shares; 2026Q1: 4,618 shares 4,618 $265K 0.09% +383 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: 807 shares; 2025Q1: 9,898 shares; 2025Q2: 10,043 shares; 2025Q3: 17,508 shares; 2025Q4: 7,130 shares; 2026Q1: 6,908 shares 6,908 $265K 0.09% -222 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,647 shares; 2024Q4: 1,651 shares; 2025Q1: 1,655 shares; 2025Q2: 1,658 shares; 2025Q3: 1,663 shares; 2025Q4: 1,666 shares; 2026Q1: 1,671 shares 1,671 $264K 0.09% +5 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 3,122 shares; 2025Q1: not reported; 2025Q2: 7,444 shares; 2025Q3: 7,537 shares; 2025Q4: 5,525 shares; 2026Q1: 5,592 shares 5,592 $263K 0.09% +67 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,680 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,899 shares 9,899 $259K 0.09% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,437 shares 1,437 $259K 0.09% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,658 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,368 shares; 2026Q1: 2,615 shares 2,615 $259K 0.09% -753 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,145 shares; 2025Q4: 6,145 shares; 2026Q1: 5,784 shares 5,784 $258K 0.09% -361 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,595 shares; 2025Q4: 3,595 shares; 2026Q1: 3,595 shares 3,595 $257K 0.09% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,063 shares 2,063 $253K 0.09% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,889 shares 6,889 $253K 0.09% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 230 shares 230 $252K 0.09% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,567 shares; 2024Q4: 2,016 shares; 2025Q1: 1,869 shares; 2025Q2: 1,872 shares; 2025Q3: 2,077 shares; 2025Q4: 2,182 shares; 2026Q1: 2,321 shares 2,321 $248K 0.09% +139 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,307 shares; 2024Q4: 16,634 shares; 2025Q1: 15,713 shares; 2025Q2: 16,210 shares; 2025Q3: 19,937 shares; 2025Q4: 21,288 shares; 2026Q1: 23,359 shares 23,359 $237K 0.08% +2,071 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,420 shares; 2024Q4: 2,223 shares; 2025Q1: 1,659 shares; 2025Q2: 1,637 shares; 2025Q3: 1,953 shares; 2025Q4: 2,031 shares; 2026Q1: 2,076 shares 2,076 $234K 0.08% +45 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 256 shares; 2025Q1: 4,088 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,862 shares; 2026Q1: 2,868 shares 2,868 $228K 0.08% +6 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 435 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares 1,762 $227K 0.08% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,569 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,401 shares 2,401 $223K 0.08% new 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: 10,348 shares; 2024Q4: 9,941 shares; 2025Q1: 7,895 shares; 2025Q2: 7,474 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,135 shares 1,135 $218K 0.08% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 763 shares; 2025Q1: not reported; 2025Q2: 763 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 887 shares 887 $215K 0.08% -30 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 80 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 4,890 shares; 2025Q4: 2,368 shares; 2026Q1: 1,456 shares 1,456 $214K 0.07% -912 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,972 shares; 2025Q1: 5,386 shares; 2025Q2: 17,397 shares; 2025Q3: 3,021 shares; 2025Q4: 12,146 shares; 2026Q1: 2,958 shares 2,958 $213K 0.07% -9,188 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,247 shares; 2024Q4: 63 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,869 shares 6,869 $211K 0.07% new 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: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,217 shares 1,217 $210K 0.07% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 962 shares 962 $209K 0.07% new 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: 4,251 shares; 2024Q4: 4,054 shares; 2025Q1: 3,424 shares; 2025Q2: 2,556 shares; 2025Q3: 2,506 shares; 2025Q4: 2,583 shares; 2026Q1: 2,219 shares 2,219 $209K 0.07% -364 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: 401 shares; 2024Q4: 386 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 849 shares 849 $206K 0.07% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 17,470 shares; 2025Q1: 18,296 shares; 2025Q2: 13,802 shares; 2025Q3: 11,960 shares; 2025Q4: 10,523 shares; 2026Q1: 2,467 shares 2,467 $204K 0.07% -8,056 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 787 shares; 2025Q1: not reported; 2025Q2: 722 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 668 shares 668 $202K 0.07% 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: 3,557 shares; 2024Q4: 3,497 shares; 2025Q1: 3,501 shares; 2025Q2: 3,523 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,626 shares 2,626 $201K 0.07% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,844 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,688 shares; 2025Q4: 1,757 shares; 2026Q1: 1,874 shares 1,874 $200K 0.07% +117 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 507 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 704 shares 704 $200K 0.07% new Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,819 shares; 2024Q4: 21,819 shares; 2025Q1: 21,819 shares; 2025Q2: 22,144 shares; 2025Q3: 22,144 shares; 2025Q4: 24,662 shares; 2026Q1: 10,412 shares 10,412 $178K 0.06% -14,250 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares; 2025Q3: 50,000 shares; 2025Q4: 51,475 shares; 2026Q1: 51,100 shares 51,100 $125K 0.04% -375 Timeline