SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,145,050 shares; 2025Q1: 1,078,986 shares; 2025Q2: 1,355,187 shares; 2025Q3: 1,229,573 shares; 2025Q4: 1,130,575 shares; 2026Q1: 1,159,380 shares 1,159,380 $33.8M 3.88% +28,805 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,140 shares; 2025Q1: 27,662 shares; 2025Q2: 28,446 shares; 2025Q3: 34,801 shares; 2025Q4: 114,320 shares; 2026Q1: 277,440 shares 277,440 $27.9M 3.21% +163,120 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 423,309 shares; 2025Q1: 404,904 shares; 2025Q2: 392,531 shares; 2025Q3: 353,375 shares; 2025Q4: 334,859 shares; 2026Q1: 315,040 shares 315,040 $24.1M 2.77% -19,819 Timeline FFLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 472,546 shares; 2025Q1: 287,219 shares; 2025Q2: 471,096 shares; 2025Q3: 475,452 shares; 2025Q4: 458,997 shares; 2026Q1: 454,573 shares 454,573 $23.3M 2.68% -4,424 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 172,860 shares; 2025Q1: 191,484 shares; 2025Q2: 203,918 shares; 2025Q3: 214,832 shares; 2025Q4: 230,537 shares; 2026Q1: 233,987 shares 233,987 $21.6M 2.48% +3,450 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,148 shares; 2025Q1: 11,958 shares; 2025Q2: 11,576 shares; 2025Q3: 12,148 shares; 2025Q4: 11,883 shares; 2026Q1: 137,293 shares 137,293 $20.3M 2.34% +125,410 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,705 shares; 2025Q1: 222,962 shares; 2025Q2: 230,881 shares; 2025Q3: 270,902 shares; 2025Q4: 269,272 shares; 2026Q1: 339,246 shares 339,246 $19.2M 2.21% +69,974 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 565,475 shares; 2025Q1: 630,719 shares; 2025Q2: 671,643 shares; 2025Q3: 719,739 shares; 2025Q4: 757,520 shares; 2026Q1: 790,571 shares 790,571 $19.2M 2.21% +33,051 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 490,710 shares; 2025Q1: 537,346 shares; 2025Q2: 572,052 shares; 2025Q3: 599,929 shares; 2025Q4: 629,614 shares; 2026Q1: 659,177 shares 659,177 $17.6M 2.03% +29,563 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 82,536 shares; 2025Q1: 82,858 shares; 2025Q2: 85,444 shares; 2025Q3: 85,422 shares; 2025Q4: 86,196 shares; 2026Q1: 85,283 shares 85,283 $16.7M 1.92% -913 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,414 shares; 2025Q1: 30,881 shares; 2025Q2: 31,126 shares; 2025Q3: 36,531 shares; 2025Q4: 37,426 shares; 2026Q1: 37,927 shares 37,927 $16.6M 1.9% +501 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 59,911 shares; 2025Q1: 63,139 shares; 2025Q2: 67,875 shares; 2025Q3: 63,775 shares; 2025Q4: 58,591 shares; 2026Q1: 58,158 shares 58,158 $14.8M 1.7% -433 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 106,979 shares; 2025Q1: 120,030 shares; 2025Q2: 128,037 shares; 2025Q3: 136,729 shares; 2025Q4: 143,324 shares; 2026Q1: 150,807 shares 150,807 $14.6M 1.68% +7,483 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,300 shares; 2025Q1: 18,878 shares; 2025Q2: 19,198 shares; 2025Q3: 19,549 shares; 2025Q4: 19,486 shares; 2026Q1: 19,970 shares 19,970 $13M 1.5% +484 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 387,240 shares; 2025Q4: 470,613 shares; 2026Q1: 551,506 shares 551,506 $12.8M 1.48% +80,893 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360,820 shares; 2025Q4: 449,307 shares; 2026Q1: 498,960 shares 498,960 $12.6M 1.45% +49,653 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 141,403 shares; 2025Q1: 309,131 shares; 2025Q2: 691,805 shares; 2025Q3: 386,090 shares; 2025Q4: 410,904 shares; 2026Q1: 520,477 shares 520,477 $12.6M 1.45% +109,573 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 156,393 shares; 2025Q1: 166,446 shares; 2025Q2: 146,012 shares; 2025Q3: 133,424 shares; 2025Q4: 138,519 shares; 2026Q1: 58,557 shares 58,557 $12.6M 1.45% -79,962 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,246 shares; 2025Q1: 180,300 shares; 2025Q2: 184,183 shares; 2025Q3: 182,244 shares; 2025Q4: 181,327 shares; 2026Q1: 162,249 shares 162,249 $11.7M 1.34% -19,078 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 189,693 shares 189,693 $11.1M 1.28% new Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 154,561 shares; 2025Q1: 229,331 shares; 2025Q2: 223,119 shares; 2025Q3: 224,823 shares; 2025Q4: 249,720 shares; 2026Q1: 265,396 shares 265,396 $11M 1.27% +15,676 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,831 shares; 2025Q1: 150,855 shares; 2025Q2: 169,094 shares; 2025Q3: 189,862 shares; 2025Q4: 192,463 shares; 2026Q1: 205,364 shares 205,364 $8.74M 1% +12,901 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 71,645 shares; 2025Q1: 72,682 shares; 2025Q2: 71,429 shares; 2025Q3: 70,022 shares; 2025Q4: 64,610 shares; 2026Q1: 65,130 shares 65,130 $8.09M 0.93% +520 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 loaded; 2024Q4: 41,559 shares; 2025Q1: 46,694 shares; 2025Q2: 50,098 shares; 2025Q3: 51,030 shares; 2025Q4: 57,881 shares; 2026Q1: 58,883 shares 58,883 $7.77M 0.89% +1,002 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 182,990 shares; 2025Q1: 145,687 shares; 2025Q2: 144,833 shares; 2025Q3: 163,475 shares; 2025Q4: 166,505 shares; 2026Q1: 166,685 shares 166,685 $7.61M 0.87% +180 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,633 shares; 2025Q1: 33,489 shares; 2025Q2: 33,431 shares; 2025Q3: 30,556 shares; 2025Q4: 22,835 shares; 2026Q1: 24,398 shares 24,398 $7.55M 0.87% +1,563 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 627,713 shares; 2025Q1: 1,046,873 shares; 2025Q2: 594,815 shares; 2025Q3: 1,233,039 shares; 2025Q4: 1,010,085 shares; 2026Q1: 284,192 shares 284,192 $7.45M 0.86% -725,893 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 148,759 shares; 2025Q4: 148,863 shares; 2026Q1: 145,932 shares 145,932 $6.86M 0.79% -2,931 Timeline FFSM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205,593 shares 205,593 $6.57M 0.76% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 164,440 shares; 2025Q1: 106,750 shares; 2025Q2: 113,080 shares; 2025Q3: 126,882 shares; 2025Q4: 168,955 shares; 2026Q1: 223,227 shares 223,227 $6.22M 0.71% +54,272 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,368 shares; 2025Q1: 23,596 shares; 2025Q2: 23,621 shares; 2025Q3: 22,687 shares; 2025Q4: 20,781 shares; 2026Q1: 20,889 shares 20,889 $6.14M 0.71% +108 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,013 shares; 2025Q1: 43,552 shares; 2025Q2: 39,548 shares; 2025Q3: 40,296 shares; 2025Q4: 34,351 shares; 2026Q1: 34,328 shares 34,328 $5.99M 0.69% -23 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,336 shares; 2025Q1: 15,854 shares; 2025Q2: 15,985 shares; 2025Q3: 15,948 shares; 2025Q4: 13,426 shares; 2026Q1: 15,904 shares 15,904 $5.89M 0.68% +2,478 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,337 shares; 2025Q1: 35,669 shares; 2025Q2: 38,828 shares; 2025Q3: 39,784 shares; 2025Q4: 48,989 shares; 2026Q1: 48,228 shares 48,228 $5.8M 0.67% -761 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,704 shares; 2025Q1: 38,095 shares; 2025Q2: 39,871 shares; 2025Q3: 39,665 shares; 2025Q4: 40,386 shares; 2026Q1: 41,905 shares 41,905 $5.55M 0.64% +1,519 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: not loaded; 2024Q4: 17,088 shares; 2025Q1: 17,515 shares; 2025Q2: 22,178 shares; 2025Q3: 21,712 shares; 2025Q4: 21,712 shares; 2026Q1: 22,093 shares 22,093 $5.48M 0.63% +381 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,257 shares; 2025Q1: 1,456 shares; 2025Q2: 1,233 shares; 2025Q3: 1,533 shares; 2025Q4: 13,975 shares; 2026Q1: 14,617 shares 14,617 $5.14M 0.59% +642 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,776 shares; 2025Q1: 32,906 shares; 2025Q2: 34,124 shares; 2025Q3: 35,189 shares; 2025Q4: 35,476 shares; 2026Q1: 36,218 shares 36,218 $4.79M 0.55% +742 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,041 shares; 2025Q1: 20,987 shares; 2025Q2: 21,157 shares; 2025Q3: 20,958 shares; 2025Q4: 21,184 shares; 2026Q1: 22,100 shares 22,100 $4.58M 0.53% +916 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,411 shares; 2025Q1: 11,100 shares; 2025Q2: 12,406 shares; 2025Q3: 3,663 shares; 2025Q4: 5,451 shares; 2026Q1: 6,964 shares 6,964 $4.53M 0.52% +1,513 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 95,125 shares; 2025Q1: 111,630 shares; 2025Q2: 114,748 shares; 2025Q3: 130,184 shares; 2025Q4: 147,313 shares; 2026Q1: 165,832 shares 165,832 $4.52M 0.52% +18,519 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,448 shares; 2025Q1: 42,631 shares; 2025Q2: 41,556 shares; 2025Q3: 39,498 shares; 2025Q4: 33,789 shares; 2026Q1: 34,168 shares 34,168 $4.47M 0.51% +379 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 66,584 shares; 2025Q1: 68,787 shares; 2025Q2: 68,694 shares; 2025Q3: 67,963 shares; 2025Q4: 65,733 shares; 2026Q1: 65,499 shares 65,499 $4.42M 0.51% -234 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,736 shares; 2026Q1: 35,604 shares 35,604 $4.32M 0.5% +868 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: not loaded; 2024Q4: 2,190 shares; 2025Q1: 2,346 shares; 2025Q2: 9,396 shares; 2025Q3: 18,870 shares; 2025Q4: 19,999 shares; 2026Q1: 37,469 shares 37,469 $4.24M 0.49% +17,470 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,444 shares; 2025Q1: 29,091 shares; 2025Q2: 29,191 shares; 2025Q3: 29,001 shares; 2025Q4: 28,997 shares; 2026Q1: 29,012 shares 29,012 $4.23M 0.49% +15 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,723 shares; 2025Q1: 38,637 shares; 2025Q2: 41,411 shares; 2025Q3: 45,197 shares; 2025Q4: 49,603 shares; 2026Q1: 50,781 shares 50,781 $4.2M 0.48% +1,178 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: not loaded; 2024Q4: 18,604 shares; 2025Q1: 19,093 shares; 2025Q2: 19,969 shares; 2025Q3: 19,949 shares; 2025Q4: 19,922 shares; 2026Q1: 19,893 shares 19,893 $4.14M 0.48% -29 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,610 shares; 2025Q1: 83,010 shares; 2025Q2: 80,935 shares; 2025Q3: 79,940 shares; 2025Q4: 75,810 shares; 2026Q1: 80,895 shares 80,895 $4.02M 0.46% +5,085 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,289 shares; 2025Q1: 17,249 shares; 2025Q2: 17,638 shares; 2025Q3: 17,799 shares; 2025Q4: 19,162 shares; 2026Q1: 20,191 shares 20,191 $3.97M 0.46% +1,029 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 99,353 shares; 2025Q1: 102,207 shares; 2025Q2: 106,320 shares; 2025Q3: 104,126 shares; 2025Q4: 105,651 shares; 2026Q1: 106,656 shares 106,656 $3.9M 0.45% +1,005 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,764 shares; 2025Q1: 8,671 shares; 2025Q2: 8,820 shares; 2025Q3: 8,555 shares; 2025Q4: 8,369 shares; 2026Q1: 8,137 shares 8,137 $3.9M 0.45% -232 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,441 shares; 2025Q1: 22,527 shares; 2025Q2: 23,413 shares; 2025Q3: 22,109 shares; 2025Q4: 23,923 shares; 2026Q1: 24,774 shares 24,774 $3.85M 0.44% +851 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: not loaded; 2024Q4: 65,922 shares; 2025Q1: 89,847 shares; 2025Q2: 99,416 shares; 2025Q3: 98,495 shares; 2025Q4: 94,308 shares; 2026Q1: 81,931 shares 81,931 $3.82M 0.44% -12,377 Timeline QTUM 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 loaded; 2024Q4: 37,565 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,486 shares; 2025Q4: 26,255 shares; 2026Q1: 34,294 shares 34,294 $3.68M 0.42% +8,039 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,789 shares; 2025Q1: 24,243 shares; 2025Q2: 24,554 shares; 2025Q3: 25,006 shares; 2025Q4: 26,250 shares; 2026Q1: 28,336 shares 28,336 $3.65M 0.42% +2,086 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,218 shares; 2026Q1: 61,967 shares 61,967 $3.61M 0.41% +56,749 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 117,115 shares; 2025Q1: 129,614 shares; 2025Q2: 132,908 shares; 2025Q3: 139,822 shares; 2025Q4: 150,098 shares; 2026Q1: 156,713 shares 156,713 $3.59M 0.41% +6,615 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,424 shares; 2025Q1: 26,078 shares; 2025Q2: 26,671 shares; 2025Q3: 26,426 shares; 2025Q4: 26,526 shares; 2026Q1: 27,296 shares 27,296 $3.58M 0.41% +770 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,366 shares; 2025Q3: 46,591 shares; 2025Q4: 47,810 shares; 2026Q1: 47,175 shares 47,175 $3.56M 0.41% -635 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 191,447 shares; 2025Q1: 83,252 shares; 2025Q2: 79,634 shares; 2025Q3: 73,070 shares; 2025Q4: 64,441 shares; 2026Q1: 72,226 shares 72,226 $3.53M 0.41% +7,785 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,021 shares; 2025Q1: 38,263 shares; 2025Q2: 49,451 shares; 2025Q3: 49,991 shares; 2025Q4: 49,838 shares; 2026Q1: 103,238 shares 103,238 $3.49M 0.4% +53,400 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 36,107 shares; 2025Q1: 39,856 shares; 2025Q2: 40,785 shares; 2025Q3: 40,078 shares; 2025Q4: 38,876 shares; 2026Q1: 39,591 shares 39,591 $3.43M 0.39% +715 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: not loaded; 2024Q4: 58,272 shares; 2025Q1: 60,274 shares; 2025Q2: 61,888 shares; 2025Q3: 61,610 shares; 2025Q4: 63,598 shares; 2026Q1: 64,626 shares 64,626 $3.4M 0.39% +1,028 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,559 shares; 2025Q1: 69,139 shares; 2025Q2: 70,832 shares; 2025Q3: 72,172 shares; 2025Q4: 77,753 shares; 2026Q1: 65,892 shares 65,892 $3.33M 0.38% -11,861 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,605 shares; 2025Q1: 11,167 shares; 2025Q2: 10,847 shares; 2025Q3: 10,122 shares; 2025Q4: 10,115 shares; 2026Q1: 9,947 shares 9,947 $3.19M 0.37% -168 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: not loaded; 2024Q4: 176,126 shares; 2025Q1: 194,110 shares; 2025Q2: 359,843 shares; 2025Q3: 74,150 shares; 2025Q4: 99,038 shares; 2026Q1: 63,283 shares 63,283 $3.19M 0.37% -35,755 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 105,605 shares; 2025Q1: 101,236 shares; 2025Q2: 96,969 shares; 2025Q3: 93,753 shares; 2025Q4: 78,302 shares; 2026Q1: 47,244 shares 47,244 $2.9M 0.33% -31,058 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,619 shares; 2025Q1: 3,135 shares; 2025Q2: 4,400 shares; 2025Q3: 4,665 shares; 2025Q4: 4,430 shares; 2026Q1: 4,822 shares 4,822 $2.88M 0.33% +392 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,829 shares; 2025Q1: 14,780 shares; 2025Q2: 14,020 shares; 2025Q3: 13,177 shares; 2025Q4: 12,439 shares; 2026Q1: 13,589 shares 13,589 $2.83M 0.33% +1,150 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,445 shares; 2025Q1: 10,216 shares; 2025Q2: 9,391 shares; 2025Q3: 9,104 shares; 2025Q4: 9,002 shares; 2026Q1: 8,786 shares 8,786 $2.66M 0.31% -216 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,033 shares; 2025Q1: 12,367 shares; 2025Q2: 12,479 shares; 2025Q3: 12,715 shares; 2025Q4: 15,745 shares; 2026Q1: 15,439 shares 15,439 $2.62M 0.3% -306 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,674 shares; 2025Q1: 5,832 shares; 2025Q2: 5,381 shares; 2025Q3: 5,013 shares; 2025Q4: 4,976 shares; 2026Q1: 4,563 shares 4,563 $2.61M 0.3% -413 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,625 shares; 2025Q3: 201,398 shares; 2025Q4: 202,922 shares; 2026Q1: 58,208 shares 58,208 $2.6M 0.3% -144,714 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,404 shares; 2025Q1: 11,539 shares; 2025Q2: 11,694 shares; 2025Q3: 12,016 shares; 2025Q4: 9,295 shares; 2026Q1: 8,959 shares 8,959 $2.58M 0.3% -336 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,705 shares; 2025Q1: 21,272 shares; 2025Q2: 21,157 shares; 2025Q3: 20,917 shares; 2025Q4: 20,659 shares; 2026Q1: 20,579 shares 20,579 $2.56M 0.29% -80 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,759 shares; 2025Q1: 24,148 shares; 2025Q2: 25,935 shares; 2025Q3: 26,118 shares; 2025Q4: 27,463 shares; 2026Q1: 28,165 shares 28,165 $2.5M 0.29% +702 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,911 shares; 2025Q3: 8,135 shares; 2025Q4: 11,622 shares; 2026Q1: 25,548 shares 25,548 $2.39M 0.28% +13,926 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,971 shares; 2025Q1: 5,130 shares; 2025Q2: 4,538 shares; 2025Q3: 4,563 shares; 2025Q4: 4,533 shares; 2026Q1: 4,661 shares 4,661 $2.33M 0.27% +128 Timeline QQQJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,200 shares; 2025Q1: 65,200 shares; 2025Q2: 65,200 shares; 2025Q3: 64,000 shares; 2025Q4: 62,950 shares; 2026Q1: 62,950 shares 62,950 $2.28M 0.26% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,355 shares; 2025Q1: 14,437 shares; 2025Q2: 13,855 shares; 2025Q3: 8,481 shares; 2025Q4: 7,699 shares; 2026Q1: 7,732 shares 7,732 $2.22M 0.26% +33 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,269 shares; 2025Q1: 9,380 shares; 2025Q2: 8,442 shares; 2025Q3: 8,577 shares; 2025Q4: 8,694 shares; 2026Q1: 9,071 shares 9,071 $2.22M 0.25% +377 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,609 shares; 2025Q1: 56,422 shares; 2025Q2: 22,870 shares; 2025Q3: 22,690 shares; 2025Q4: 22,090 shares; 2026Q1: 22,059 shares 22,059 $2.21M 0.25% -31 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,395 shares; 2025Q1: 1,720 shares; 2025Q2: 1,145 shares; 2025Q3: 1,196 shares; 2025Q4: 22,418 shares; 2026Q1: 22,515 shares 22,515 $2.16M 0.25% +97 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,913 shares; 2025Q1: 2,288 shares; 2025Q2: 1,957 shares; 2025Q3: 2,025 shares; 2025Q4: 1,459 shares; 2026Q1: 1,468 shares 1,468 $2.16M 0.25% +9 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,352 shares; 2025Q3: 1,429 shares; 2025Q4: 5,812 shares; 2026Q1: 6,121 shares 6,121 $2.09M 0.24% +309 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,968 shares; 2025Q1: 12,782 shares; 2025Q2: 27,249 shares; 2025Q3: 27,759 shares; 2025Q4: 26,273 shares; 2026Q1: 26,583 shares 26,583 $2.06M 0.24% +310 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,015 shares; 2025Q1: 10,002 shares; 2025Q2: 10,412 shares; 2025Q3: 10,548 shares; 2025Q4: 10,592 shares; 2026Q1: 10,641 shares 10,641 $2.05M 0.24% +49 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 224,217 shares; 2025Q1: not reported; 2025Q2: 196,325 shares; 2025Q3: 197,186 shares; 2025Q4: 57,417 shares; 2026Q1: 57,063 shares 57,063 $1.9M 0.22% -354 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,580 shares; 2025Q1: 8,192 shares; 2025Q2: 8,596 shares; 2025Q3: 8,653 shares; 2025Q4: 8,833 shares; 2026Q1: 8,751 shares 8,751 $1.9M 0.22% -82 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,727 shares; 2025Q1: 160,172 shares; 2025Q2: 24,634 shares; 2025Q3: 27,589 shares; 2025Q4: 27,099 shares; 2026Q1: 29,616 shares 29,616 $1.9M 0.22% +2,517 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,532 shares; 2026Q1: 38,860 shares 38,860 $1.89M 0.22% +1,328 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 54,895 shares; 2025Q1: 81,084 shares; 2025Q2: 77,339 shares; 2025Q3: 72,254 shares; 2025Q4: 65,861 shares; 2026Q1: 69,172 shares 69,172 $1.88M 0.22% +3,311 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,276 shares; 2025Q1: 6,737 shares; 2025Q2: 7,076 shares; 2025Q3: 6,750 shares; 2025Q4: 6,809 shares; 2026Q1: 7,527 shares 7,527 $1.82M 0.21% +718 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,209 shares; 2025Q1: 19,918 shares; 2025Q2: 16,815 shares; 2025Q3: 16,919 shares; 2025Q4: 7,725 shares; 2026Q1: 8,294 shares 8,294 $1.77M 0.2% +569 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,180 shares; 2025Q1: 35,598 shares; 2025Q2: 34,299 shares; 2025Q3: 35,143 shares; 2025Q4: 36,034 shares; 2026Q1: 36,616 shares 36,616 $1.72M 0.2% +582 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,637 shares; 2025Q1: 11,086 shares; 2025Q2: 20,446 shares; 2025Q3: 20,366 shares; 2025Q4: 20,758 shares; 2026Q1: 21,257 shares 21,257 $1.68M 0.19% +499 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,460 shares; 2025Q1: 1,691 shares; 2025Q2: 1,420 shares; 2025Q3: 1,453 shares; 2025Q4: 1,239 shares; 2026Q1: 1,237 shares 1,237 $1.63M 0.19% -2 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,054 shares; 2026Q1: 24,954 shares 24,954 $1.63M 0.19% -100 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,701 shares; 2025Q1: 1,574 shares; 2025Q2: 2,512 shares; 2025Q3: 2,499 shares; 2025Q4: 1,517 shares; 2026Q1: 1,713 shares 1,713 $1.58M 0.18% +196 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,364 shares; 2025Q1: 20,633 shares; 2025Q2: 23,405 shares; 2025Q3: 26,497 shares; 2025Q4: 30,130 shares; 2026Q1: 32,598 shares 32,598 $1.57M 0.18% +2,468 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,518 shares; 2025Q1: 17,597 shares; 2025Q2: 18,246 shares; 2025Q3: 18,094 shares; 2025Q4: 17,210 shares; 2026Q1: 17,655 shares 17,655 $1.56M 0.18% +445 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,718 shares; 2025Q1: 20,182 shares; 2025Q2: 19,501 shares; 2025Q3: 19,586 shares; 2025Q4: 19,584 shares; 2026Q1: 19,710 shares 19,710 $1.52M 0.17% +126 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,552 shares; 2025Q1: 23,904 shares; 2025Q2: 19,440 shares; 2025Q3: 18,679 shares; 2025Q4: 11,223 shares; 2026Q1: 11,708 shares 11,708 $1.48M 0.17% +485 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,749 shares; 2025Q1: 24,781 shares; 2025Q2: 24,627 shares; 2025Q3: 24,949 shares; 2025Q4: 22,600 shares; 2026Q1: 25,569 shares 25,569 $1.45M 0.17% +2,969 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,139 shares; 2026Q1: 19,827 shares 19,827 $1.44M 0.17% +688 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,088 shares; 2025Q1: 13,819 shares; 2025Q2: 12,712 shares; 2025Q3: 13,854 shares; 2025Q4: 14,682 shares; 2026Q1: 15,288 shares 15,288 $1.44M 0.17% +606 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,866 shares; 2025Q1: 18,535 shares; 2025Q2: 19,090 shares; 2025Q3: 19,529 shares; 2025Q4: 20,643 shares; 2026Q1: 20,976 shares 20,976 $1.43M 0.16% +333 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,957 shares 5,957 $1.43M 0.16% 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,581 shares; 2025Q3: 9,764 shares; 2025Q4: 9,925 shares; 2026Q1: 9,342 shares 9,342 $1.43M 0.16% -583 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 loaded; 2024Q4: 1,772 shares; 2025Q1: 2,299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,676 shares; 2026Q1: 9,869 shares 9,869 $1.43M 0.16% +193 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,106 shares; 2025Q1: 32,334 shares; 2025Q2: 33,250 shares; 2025Q3: 31,529 shares; 2025Q4: 30,833 shares; 2026Q1: 30,830 shares 30,830 $1.43M 0.16% -3 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,142 shares; 2026Q1: 4,199 shares 4,199 $1.42M 0.16% +57 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,999 shares; 2025Q1: 46,273 shares; 2025Q2: 50,538 shares; 2025Q3: 52,555 shares; 2025Q4: 57,458 shares; 2026Q1: 62,457 shares 62,457 $1.39M 0.16% +4,999 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,517 shares; 2026Q1: 19,009 shares 19,009 $1.38M 0.16% +492 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,377 shares; 2025Q1: 23,694 shares; 2025Q2: 25,121 shares; 2025Q3: 25,457 shares; 2025Q4: 25,521 shares; 2026Q1: 25,570 shares 25,570 $1.38M 0.16% +49 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,004 shares; 2025Q1: 10,758 shares; 2025Q2: 10,387 shares; 2025Q3: 10,729 shares; 2025Q4: 8,074 shares; 2026Q1: 8,032 shares 8,032 $1.38M 0.16% -42 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,230 shares; 2026Q1: 2,323 shares 2,323 $1.38M 0.16% +93 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,822 shares; 2025Q1: 3,915 shares; 2025Q2: 4,273 shares; 2025Q3: 4,544 shares; 2025Q4: 4,800 shares; 2026Q1: 4,787 shares 4,787 $1.37M 0.16% -13 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,865 shares; 2025Q1: 17,925 shares; 2025Q2: 18,049 shares; 2025Q3: 18,136 shares; 2025Q4: 18,147 shares; 2026Q1: 18,148 shares 18,148 $1.36M 0.16% +1 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 72,722 shares; 2025Q1: 60,104 shares; 2025Q2: 58,601 shares; 2025Q3: 53,841 shares; 2025Q4: 50,557 shares; 2026Q1: 33,772 shares 33,772 $1.34M 0.15% -16,785 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,215 shares; 2026Q1: 6,408 shares 6,408 $1.34M 0.15% +193 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,591 shares; 2025Q1: 5,159 shares; 2025Q2: 5,076 shares; 2025Q3: 5,078 shares; 2025Q4: 5,426 shares; 2026Q1: 5,616 shares 5,616 $1.33M 0.15% +190 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,167 shares; 2025Q1: 108,078 shares; 2025Q2: 110,770 shares; 2025Q3: 113,798 shares; 2025Q4: 124,308 shares; 2026Q1: 123,378 shares 123,378 $1.33M 0.15% -930 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,003 shares 40,003 $1.32M 0.15% new Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 39,503 shares; 2025Q3: 39,040 shares; 2025Q4: 28,362 shares; 2026Q1: 28,739 shares 28,739 $1.3M 0.15% +377 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,995 shares; 2025Q1: 1,877 shares; 2025Q2: 9,605 shares; 2025Q3: 2,816 shares; 2025Q4: 9,749 shares; 2026Q1: 10,513 shares 10,513 $1.29M 0.15% +764 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,480 shares; 2025Q3: 20,916 shares; 2025Q4: 21,734 shares; 2026Q1: 22,753 shares 22,753 $1.29M 0.15% +1,019 Timeline OMAB GRUPO AEROPORTUARIO DEL CENT More: the full row for GRUPO AEROPORTUARIO DEL CENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,731 shares; 2026Q1: 11,152 shares 11,152 $1.28M 0.15% +421 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,616 shares; 2025Q1: 2,631 shares; 2025Q2: 3,484 shares; 2025Q3: 2,938 shares; 2025Q4: 3,441 shares; 2026Q1: 3,409 shares 3,409 $1.27M 0.15% -32 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,616 shares; 2026Q1: 13,155 shares 13,155 $1.26M 0.15% +539 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,505 shares; 2025Q1: 5,799 shares; 2025Q2: 7,053 shares; 2025Q3: 7,351 shares; 2025Q4: 11,267 shares; 2026Q1: 12,593 shares 12,593 $1.26M 0.14% +1,326 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,773 shares; 2026Q1: 8,584 shares 8,584 $1.25M 0.14% -189 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,705 shares; 2025Q1: 19,774 shares; 2025Q2: 16,002 shares; 2025Q3: 16,529 shares; 2025Q4: 16,629 shares; 2026Q1: 17,178 shares 17,178 $1.24M 0.14% +549 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,077 shares; 2025Q3: 6,245 shares; 2025Q4: 6,409 shares; 2026Q1: 6,631 shares 6,631 $1.24M 0.14% +222 Timeline FBP FIRST BANCORP CORPORATION More: the full row for FIRST BANCORP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,891 shares; 2026Q1: 57,261 shares 57,261 $1.22M 0.14% +2,370 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,990 shares; 2026Q1: 11,426 shares 11,426 $1.22M 0.14% +436 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,848 shares; 2025Q1: 11,900 shares; 2025Q2: 10,867 shares; 2025Q3: 11,253 shares; 2025Q4: 13,645 shares; 2026Q1: 14,244 shares 14,244 $1.21M 0.14% +599 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,522 shares; 2025Q1: 5,997 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,700 shares; 2026Q1: 4,825 shares 4,825 $1.19M 0.14% +125 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,737 shares; 2025Q1: 1,808 shares; 2025Q2: 1,667 shares; 2025Q3: 1,664 shares; 2025Q4: 1,708 shares; 2026Q1: 1,665 shares 1,665 $1.18M 0.14% -43 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,212 shares; 2025Q1: 4,278 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 4,350 shares 4,350 $1.16M 0.13% +138 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,507 shares; 2026Q1: 2,656 shares 2,656 $1.15M 0.13% -1,851 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,191 shares; 2025Q3: 1,238 shares; 2025Q4: 1,264 shares; 2026Q1: 1,286 shares 1,286 $1.15M 0.13% +22 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,000 shares; 2025Q1: 17,000 shares; 2025Q2: 17,156 shares; 2025Q3: 17,156 shares; 2025Q4: 20,156 shares; 2026Q1: 20,156 shares 20,156 $1.15M 0.13% 0 Timeline DKL DELEK LOGISTICS PARTNERS LP More: the full row for DELEK LOGISTICS PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,682 shares; 2025Q1: 20,700 shares; 2025Q2: 22,719 shares; 2025Q3: 22,737 shares; 2025Q4: 22,786 shares; 2026Q1: 22,802 shares 22,802 $1.13M 0.13% +16 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,319 shares; 2025Q1: 16,663 shares; 2025Q2: 14,703 shares; 2025Q3: 15,273 shares; 2025Q4: 21,865 shares; 2026Q1: 22,922 shares 22,922 $1.13M 0.13% +1,057 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,643 shares; 2026Q1: 9,991 shares 9,991 $1.11M 0.13% +348 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,159 shares; 2026Q1: 3,311 shares 3,311 $1.1M 0.13% +152 Timeline SKT TANGER INC More: the full row for TANGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,166 shares; 2025Q3: 30,002 shares; 2025Q4: 30,426 shares; 2026Q1: 31,869 shares 31,869 $1.08M 0.12% +1,443 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,845 shares; 2026Q1: 2,980 shares 2,980 $1.08M 0.12% +135 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,778 shares; 2025Q2: 13,557 shares; 2025Q3: 13,977 shares; 2025Q4: 14,603 shares; 2026Q1: 15,021 shares 15,021 $1.08M 0.12% +418 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,836 shares; 2025Q3: 14,446 shares; 2025Q4: 16,639 shares; 2026Q1: 17,238 shares 17,238 $1.08M 0.12% +599 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,847 shares; 2025Q1: 5,070 shares; 2025Q2: 4,566 shares; 2025Q3: 1,382 shares; 2025Q4: 5,502 shares; 2026Q1: 5,383 shares 5,383 $1.07M 0.12% -119 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,408 shares; 2025Q1: 15,771 shares; 2025Q2: 12,921 shares; 2025Q3: 13,774 shares; 2025Q4: 14,455 shares; 2026Q1: 14,497 shares 14,497 $1.07M 0.12% +42 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,404 shares; 2026Q1: 6,737 shares 6,737 $1.06M 0.12% +333 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,293 shares; 2025Q1: 1,982 shares; 2025Q2: 1,964 shares; 2025Q3: 1,935 shares; 2025Q4: 2,124 shares; 2026Q1: 1,825 shares 1,825 $1.05M 0.12% -299 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,187 shares; 2025Q1: 298,276 shares; 2025Q2: 20,362 shares; 2025Q3: 21,022 shares; 2025Q4: 19,170 shares; 2026Q1: 34,214 shares 34,214 $1.05M 0.12% +15,044 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,591 shares; 2026Q1: 15,308 shares 15,308 $1.04M 0.12% +717 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,305 shares; 2025Q3: 11,716 shares; 2025Q4: 13,403 shares; 2026Q1: 13,101 shares 13,101 $1.03M 0.12% -302 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,367 shares; 2025Q3: 1,427 shares; 2025Q4: 2,099 shares; 2026Q1: 2,209 shares 2,209 $1.03M 0.12% +110 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,298 shares; 2026Q1: 8,691 shares 8,691 $1.02M 0.12% +393 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,814 shares; 2025Q1: 28,481 shares; 2025Q2: 29,521 shares; 2025Q3: 29,406 shares; 2025Q4: 31,335 shares; 2026Q1: 19,132 shares 19,132 $1.01M 0.12% -12,203 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,196 shares; 2025Q3: 9,370 shares; 2025Q4: 9,247 shares; 2026Q1: 9,831 shares 9,831 $1.01M 0.12% +584 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,765 shares; 2025Q3: 3,952 shares; 2025Q4: 5,464 shares; 2026Q1: 5,799 shares 5,799 $1.01M 0.12% +335 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,303 shares; 2025Q1: 5,809 shares; 2025Q2: 6,413 shares; 2025Q3: 6,695 shares; 2025Q4: 6,453 shares; 2026Q1: 6,082 shares 6,082 $1.01M 0.12% -371 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 loaded; 2024Q4: 3,553 shares; 2025Q1: 4,705 shares; 2025Q2: 3,609 shares; 2025Q3: 3,738 shares; 2025Q4: 4,203 shares; 2026Q1: 4,444 shares 4,444 $998K 0.11% +241 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,429 shares; 2025Q1: 3,615 shares; 2025Q2: 3,511 shares; 2025Q3: 3,256 shares; 2025Q4: 3,305 shares; 2026Q1: 3,497 shares 3,497 $992K 0.11% +192 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,309 shares; 2025Q3: 17,707 shares; 2025Q4: 17,823 shares; 2026Q1: 18,544 shares 18,544 $992K 0.11% +721 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,093 shares; 2025Q1: 15,986 shares; 2025Q2: 16,839 shares; 2025Q3: 17,898 shares; 2025Q4: 17,743 shares; 2026Q1: 17,837 shares 17,837 $990K 0.11% +94 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,897 shares; 2025Q2: 3,902 shares; 2025Q3: 6,375 shares; 2025Q4: 4,445 shares; 2026Q1: 6,597 shares 6,597 $989K 0.11% +2,152 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,393 shares; 2026Q1: 3,543 shares 3,543 $975K 0.11% +150 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: not loaded; 2024Q4: 1,737 shares; 2025Q1: 2,303 shares; 2025Q2: 1,874 shares; 2025Q3: 1,938 shares; 2025Q4: 2,105 shares; 2026Q1: 2,222 shares 2,222 $969K 0.11% +117 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,085 shares 9,085 $964K 0.11% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,686 shares; 2025Q1: 3,747 shares; 2025Q2: 3,318 shares; 2025Q3: 3,442 shares; 2025Q4: 3,744 shares; 2026Q1: 4,010 shares 4,010 $960K 0.11% +266 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,068 shares; 2026Q1: 8,413 shares 8,413 $956K 0.11% +345 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,712 shares; 2025Q1: 7,078 shares; 2025Q2: 7,047 shares; 2025Q3: 7,051 shares; 2025Q4: 7,024 shares; 2026Q1: 7,027 shares 7,027 $955K 0.11% +3 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,799 shares; 2025Q3: 2,906 shares; 2025Q4: 3,356 shares; 2026Q1: 3,503 shares 3,503 $949K 0.11% +147 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,804 shares; 2025Q1: 3,114 shares; 2025Q2: 3,306 shares; 2025Q3: 3,319 shares; 2025Q4: 3,413 shares; 2026Q1: 3,051 shares 3,051 $948K 0.11% -362 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,009 shares; 2025Q1: 9,936 shares; 2025Q2: 10,257 shares; 2025Q3: 9,855 shares; 2025Q4: 8,654 shares; 2026Q1: 8,869 shares 8,869 $947K 0.11% +215 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,715 shares; 2025Q1: 10,182 shares; 2025Q2: 10,527 shares; 2025Q3: 11,202 shares; 2025Q4: 18,043 shares; 2026Q1: 18,557 shares 18,557 $945K 0.11% +514 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,161 shares; 2025Q1: 2,924 shares; 2025Q2: 2,980 shares; 2025Q3: 2,938 shares; 2025Q4: 1,837 shares; 2026Q1: 1,966 shares 1,966 $944K 0.11% +129 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,863 shares; 2025Q4: 6,702 shares; 2026Q1: 6,414 shares 6,414 $940K 0.11% -288 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,107 shares 2,107 $937K 0.11% +107 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,124 shares; 2026Q1: 3,092 shares 3,092 $935K 0.11% -32 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,255 shares; 2025Q1: 11,734 shares; 2025Q2: 11,814 shares; 2025Q3: 11,609 shares; 2025Q4: 11,936 shares; 2026Q1: 11,746 shares 11,746 $931K 0.11% -190 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,672 shares; 2025Q1: 2,216 shares; 2025Q2: 2,151 shares; 2025Q3: 2,032 shares; 2025Q4: 2,600 shares; 2026Q1: 2,706 shares 2,706 $925K 0.11% +106 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,977 shares; 2025Q1: 3,953 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,537 shares; 2026Q1: 4,862 shares 4,862 $923K 0.11% +325 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 977 shares; 2025Q1: 1,046 shares; 2025Q2: 1,064 shares; 2025Q3: 805 shares; 2025Q4: 4,274 shares; 2026Q1: 4,510 shares 4,510 $916K 0.11% +236 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,227 shares; 2025Q1: 20,240 shares; 2025Q2: 18,235 shares; 2025Q3: 18,465 shares; 2025Q4: 18,542 shares; 2026Q1: 18,229 shares 18,229 $915K 0.11% -313 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,226 shares; 2025Q1: 50,608 shares; 2025Q2: 55,475 shares; 2025Q3: 57,391 shares; 2025Q4: 64,083 shares; 2026Q1: 67,624 shares 67,624 $914K 0.11% +3,541 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 loaded; 2024Q4: 10,396 shares; 2025Q1: 9,962 shares; 2025Q2: 10,850 shares; 2025Q3: 10,708 shares; 2025Q4: 12,920 shares; 2026Q1: 12,989 shares 12,989 $912K 0.1% +69 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,173 shares; 2026Q1: 1,243 shares 1,243 $906K 0.1% +70 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,909 shares; 2026Q1: 5,247 shares 5,247 $892K 0.1% +338 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,064 shares; 2025Q1: 36,714 shares; 2025Q2: 35,977 shares; 2025Q3: 35,807 shares; 2025Q4: 33,166 shares; 2026Q1: 33,166 shares 33,166 $891K 0.1% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,499 shares; 2025Q3: 9,987 shares; 2025Q4: 11,185 shares; 2026Q1: 17,920 shares 17,920 $885K 0.1% +6,735 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,937 shares; 2025Q3: 4,003 shares; 2025Q4: 2,729 shares; 2026Q1: 2,889 shares 2,889 $873K 0.1% +160 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,617 shares 25,617 $872K 0.1% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,439 shares; 2025Q1: 26,963 shares; 2025Q2: 28,095 shares; 2025Q3: 30,515 shares; 2025Q4: 23,607 shares; 2026Q1: 22,995 shares 22,995 $870K 0.1% -612 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,632 shares; 2026Q1: 10,113 shares 10,113 $870K 0.1% +481 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,010 shares; 2026Q1: 5,273 shares 5,273 $869K 0.1% +263 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,747 shares; 2026Q1: 6,074 shares 6,074 $868K 0.1% +327 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,746 shares; 2025Q1: not reported; 2025Q2: 30,760 shares; 2025Q3: 32,216 shares; 2025Q4: 33,313 shares; 2026Q1: 37,081 shares 37,081 $865K 0.1% +3,768 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,703 shares; 2026Q1: 2,879 shares 2,879 $857K 0.1% +176 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,444 shares; 2025Q1: 13,007 shares; 2025Q2: 14,239 shares; 2025Q3: 14,390 shares; 2025Q4: 15,923 shares; 2026Q1: 16,808 shares 16,808 $854K 0.1% +885 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,332 shares; 2025Q1: 18,687 shares; 2025Q2: 16,313 shares; 2025Q3: 16,764 shares; 2025Q4: 23,951 shares; 2026Q1: 25,311 shares 25,311 $840K 0.1% +1,360 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,787 shares; 2025Q3: 17,595 shares; 2025Q4: 23,032 shares; 2026Q1: 24,810 shares 24,810 $822K 0.09% +1,778 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,801 shares; 2025Q1: 2,027 shares; 2025Q2: 1,911 shares; 2025Q3: 1,998 shares; 2025Q4: 1,844 shares; 2026Q1: 1,870 shares 1,870 $805K 0.09% +26 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,419 shares; 2025Q1: 2,872 shares; 2025Q2: 2,509 shares; 2025Q3: 2,146 shares; 2025Q4: 2,136 shares; 2026Q1: 2,429 shares 2,429 $799K 0.09% +293 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,522 shares; 2025Q1: 11,788 shares; 2025Q2: 11,994 shares; 2025Q3: 14,260 shares; 2025Q4: 12,846 shares; 2026Q1: 11,078 shares 11,078 $796K 0.09% -1,768 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 406,253 shares; 2025Q4: 426,949 shares; 2026Q1: 35,974 shares 35,974 $787K 0.09% -390,975 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,778 shares; 2025Q1: 7,932 shares; 2025Q2: 6,450 shares; 2025Q3: not reported; 2025Q4: 14,724 shares; 2026Q1: 14,738 shares 14,738 $769K 0.09% +14 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 loaded; 2024Q4: 589 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,938 shares; 2026Q1: 20,869 shares 20,869 $767K 0.09% +931 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 947 shares; 2025Q1: 1,752 shares; 2025Q2: 1,754 shares; 2025Q3: 2,040 shares; 2025Q4: 2,018 shares; 2026Q1: 2,260 shares 2,260 $764K 0.09% +242 Timeline TCHP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,061 shares; 2026Q1: 17,061 shares 17,061 $754K 0.09% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,008 shares 10,008 $745K 0.09% new Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,191 shares; 2025Q1: 7,008 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,741 shares; 2026Q1: 8,405 shares 8,405 $738K 0.08% +664 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,418 shares; 2025Q1: 8,683 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,674 shares 15,674 $735K 0.08% new Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,957 shares; 2025Q1: 11,472 shares; 2025Q2: 12,852 shares; 2025Q3: 13,509 shares; 2025Q4: 14,717 shares; 2026Q1: 15,584 shares 15,584 $733K 0.08% +867 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,992 shares; 2025Q1: 28,036 shares; 2025Q2: 27,496 shares; 2025Q3: 21,922 shares; 2025Q4: 20,740 shares; 2026Q1: 21,640 shares 21,640 $726K 0.08% +900 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,920 shares; 2025Q1: 1,923 shares; 2025Q2: 1,903 shares; 2025Q3: 1,904 shares; 2025Q4: 2,162 shares; 2026Q1: 2,100 shares 2,100 $725K 0.08% -62 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,787 shares; 2025Q4: 6,483 shares; 2026Q1: 10,638 shares 10,638 $725K 0.08% +4,155 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,073 shares; 2025Q1: 20,073 shares; 2025Q2: 22,173 shares; 2025Q3: 22,273 shares; 2025Q4: 22,273 shares; 2026Q1: 21,473 shares 21,473 $722K 0.08% -800 Timeline FHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,191 shares 21,191 $716K 0.08% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,327 shares; 2026Q1: 7,329 shares 7,329 $707K 0.08% +2 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,904 shares; 2025Q1: 9,219 shares; 2025Q2: 9,509 shares; 2025Q3: 9,903 shares; 2025Q4: 9,327 shares; 2026Q1: 7,479 shares 7,479 $703K 0.08% -1,848 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 698 shares; 2025Q1: 736 shares; 2025Q2: 737 shares; 2025Q3: 775 shares; 2025Q4: 930 shares; 2026Q1: 801 shares 801 $699K 0.08% -129 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,072 shares; 2025Q1: 13,072 shares; 2025Q2: 13,072 shares; 2025Q3: 13,072 shares; 2025Q4: 13,072 shares; 2026Q1: 13,072 shares 13,072 $698K 0.08% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares; 2026Q1: 4,375 shares 4,375 $693K 0.08% +355 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,639 shares; 2025Q1: 10,975 shares; 2025Q2: 11,545 shares; 2025Q3: 12,141 shares; 2025Q4: 10,216 shares; 2026Q1: 8,790 shares 8,790 $691K 0.08% -1,426 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,871 shares; 2026Q1: 32,259 shares 32,259 $676K 0.08% +20,388 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 676 shares; 2025Q1: 633 shares; 2025Q2: 648 shares; 2025Q3: 481 shares; 2025Q4: 558 shares; 2026Q1: 666 shares 666 $664K 0.08% +108 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,623 shares; 2025Q1: 33,106 shares; 2025Q2: 20,265 shares; 2025Q3: 22,063 shares; 2025Q4: 22,718 shares; 2026Q1: 22,675 shares 22,675 $657K 0.08% -43 Timeline BMAR 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 loaded; 2024Q4: 18,469 shares; 2025Q1: 18,469 shares; 2025Q2: 12,518 shares; 2025Q3: 12,518 shares; 2025Q4: 12,518 shares; 2026Q1: 12,518 shares 12,518 $657K 0.08% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,468 shares; 2025Q1: 2,769 shares; 2025Q2: 2,204 shares; 2025Q3: 2,166 shares; 2025Q4: 9,430 shares; 2026Q1: 10,448 shares 10,448 $656K 0.08% +1,018 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 93,941 shares; 2025Q1: 101,049 shares; 2025Q2: 105,698 shares; 2025Q3: 111,598 shares; 2025Q4: 26,417 shares; 2026Q1: 22,780 shares 22,780 $654K 0.08% -3,637 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,345 shares; 2025Q3: 4,927 shares; 2025Q4: 6,658 shares; 2026Q1: 9,212 shares 9,212 $643K 0.07% +2,554 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,142 shares; 2025Q1: 12,817 shares; 2025Q2: 16,204 shares; 2025Q3: 3,277 shares; 2025Q4: 3,046 shares; 2026Q1: 3,345 shares 3,345 $642K 0.07% +299 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,096 shares; 2025Q1: 18,141 shares; 2025Q2: 18,223 shares; 2025Q3: 18,275 shares; 2025Q4: 15,294 shares; 2026Q1: 15,543 shares 15,543 $640K 0.07% +249 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 loaded; 2024Q4: not reported; 2025Q1: 859 shares; 2025Q2: 980 shares; 2025Q3: 1,125 shares; 2025Q4: 1,151 shares; 2026Q1: 1,154 shares 1,154 $634K 0.07% +3 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,464 shares; 2025Q3: 16,927 shares; 2025Q4: 17,014 shares; 2026Q1: 16,974 shares 16,974 $632K 0.07% -40 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,271 shares 6,271 $631K 0.07% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,390 shares; 2025Q1: 1,811 shares; 2025Q2: 1,826 shares; 2025Q3: 2,444 shares; 2025Q4: 2,587 shares; 2026Q1: 2,385 shares 2,385 $625K 0.07% -202 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,282 shares; 2025Q1: 31,320 shares; 2025Q2: 31,559 shares; 2025Q3: 31,135 shares; 2025Q4: 32,148 shares; 2026Q1: 32,354 shares 32,354 $624K 0.07% +206 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,344 shares; 2025Q1: 3,641 shares; 2025Q2: 3,988 shares; 2025Q3: 4,364 shares; 2025Q4: 5,017 shares; 2026Q1: 5,508 shares 5,508 $604K 0.07% +491 Timeline BUFQ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,448 shares; 2025Q1: not reported; 2025Q2: 10,698 shares; 2025Q3: 15,050 shares; 2025Q4: 16,050 shares; 2026Q1: 16,875 shares 16,875 $596K 0.07% +825 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 75 shares; 2025Q1: 122 shares; 2025Q2: 127 shares; 2025Q3: 139 shares; 2025Q4: 133 shares; 2026Q1: 139 shares 139 $586K 0.07% +6 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 771 shares; 2025Q1: 517 shares; 2025Q2: 1,038 shares; 2025Q3: 1,007 shares; 2025Q4: 997 shares; 2026Q1: 1,038 shares 1,038 $585K 0.07% +41 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,771 shares; 2025Q1: 5,321 shares; 2025Q2: 5,938 shares; 2025Q3: 6,739 shares; 2025Q4: 5,443 shares; 2026Q1: 5,436 shares 5,436 $579K 0.07% -7 Timeline RSDE FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,108 shares 26,108 $572K 0.07% new Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,289 shares; 2025Q4: 2,461 shares; 2026Q1: 6,157 shares 6,157 $571K 0.07% +3,696 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,964 shares; 2025Q1: 14,059 shares; 2025Q2: 11,984 shares; 2025Q3: 11,017 shares; 2025Q4: 10,427 shares; 2026Q1: 9,108 shares 9,108 $570K 0.07% -1,319 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,164 shares 6,164 $569K 0.07% new Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,627 shares 2,627 $567K 0.07% new Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,281 shares; 2025Q2: 10,341 shares; 2025Q3: 10,280 shares; 2025Q4: 10,130 shares; 2026Q1: 11,130 shares 11,130 $561K 0.06% +1,000 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,494 shares; 2025Q1: 18,044 shares; 2025Q2: 18,494 shares; 2025Q3: 18,544 shares; 2025Q4: 18,244 shares; 2026Q1: 17,744 shares 17,744 $558K 0.06% -500 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 937 shares; 2025Q1: 946 shares; 2025Q2: 864 shares; 2025Q3: 1,176 shares; 2025Q4: 1,225 shares; 2026Q1: 1,538 shares 1,538 $552K 0.06% +313 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,689 shares 11,689 $550K 0.06% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,013 shares; 2025Q1: 12,934 shares; 2025Q2: 12,935 shares; 2025Q3: 12,935 shares; 2025Q4: 12,935 shares; 2026Q1: 12,435 shares 12,435 $545K 0.06% -500 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,964 shares; 2025Q1: 8,842 shares; 2025Q2: 9,527 shares; 2025Q3: 9,557 shares; 2025Q4: not reported; 2026Q1: 12,327 shares 12,327 $537K 0.06% new Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,984 shares; 2025Q4: 4,519 shares; 2026Q1: 6,336 shares 6,336 $531K 0.06% +1,817 Timeline QSPT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,110 shares; 2025Q1: 15,110 shares; 2025Q2: 16,410 shares; 2025Q3: 16,648 shares; 2025Q4: 17,248 shares; 2026Q1: 17,248 shares 17,248 $528K 0.06% 0 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,920 shares; 2025Q1: 15,120 shares; 2025Q2: 16,475 shares; 2025Q3: 16,575 shares; 2025Q4: 16,575 shares; 2026Q1: 16,575 shares 16,575 $518K 0.06% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 424 shares; 2025Q1: 960 shares; 2025Q2: 1,005 shares; 2025Q3: 986 shares; 2025Q4: 1,083 shares; 2026Q1: 1,481 shares 1,481 $508K 0.06% +398 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $508K 0.06% new Timeline UAN CVR PARTNERS LP/CVR NITROGEN More: the full row for CVR PARTNERS LP/CVR NITROGEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $507K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,208 shares; 2025Q1: 1,200 shares; 2025Q2: 1,239 shares; 2025Q3: 1,184 shares; 2025Q4: 1,185 shares; 2026Q1: 1,186 shares 1,186 $506K 0.06% +1 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 822 shares; 2025Q4: 1,010 shares; 2026Q1: 1,614 shares 1,614 $504K 0.06% +604 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,225 shares; 2025Q1: 21,685 shares; 2025Q2: 18,302 shares; 2025Q3: 18,091 shares; 2025Q4: 18,634 shares; 2026Q1: 19,714 shares 19,714 $504K 0.06% +1,080 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,626 shares; 2025Q1: 3,743 shares; 2025Q2: not reported; 2025Q3: 6,219 shares; 2025Q4: 6,402 shares; 2026Q1: 8,301 shares 8,301 $503K 0.06% +1,899 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,939 shares; 2025Q1: 4,659 shares; 2025Q2: 4,469 shares; 2025Q3: 3,501 shares; 2025Q4: 3,308 shares; 2026Q1: 3,332 shares 3,332 $490K 0.06% +24 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,086 shares; 2025Q3: 3,086 shares; 2025Q4: 3,090 shares; 2026Q1: 3,098 shares 3,098 $481K 0.06% +8 Timeline RSJN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,200 shares; 2025Q1: 15,700 shares; 2025Q2: 15,700 shares; 2025Q3: 14,600 shares; 2025Q4: 14,600 shares; 2026Q1: 13,700 shares 13,700 $473K 0.05% -900 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,688 shares 22,688 $471K 0.05% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,702 shares; 2025Q1: 1,553 shares; 2025Q2: 1,531 shares; 2025Q3: 1,692 shares; 2025Q4: 1,732 shares; 2026Q1: 1,465 shares 1,465 $469K 0.05% -267 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,471 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,293 shares; 2025Q4: 9,293 shares; 2026Q1: 9,293 shares 9,293 $468K 0.05% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,562 shares; 2025Q1: 8,286 shares; 2025Q2: 6,975 shares; 2025Q3: 6,945 shares; 2025Q4: 6,249 shares; 2026Q1: 6,148 shares 6,148 $468K 0.05% -101 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,484 shares; 2025Q1: 32,860 shares; 2025Q2: 32,027 shares; 2025Q3: 28,056 shares; 2025Q4: 17,942 shares; 2026Q1: 19,490 shares 19,490 $466K 0.05% +1,548 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,320 shares; 2025Q1: 11,163 shares; 2025Q2: 11,163 shares; 2025Q3: 9,106 shares; 2025Q4: 9,106 shares; 2026Q1: 9,106 shares 9,106 $464K 0.05% 0 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,500 shares; 2025Q1: 9,590 shares; 2025Q2: 9,590 shares; 2025Q3: 9,540 shares; 2025Q4: 9,465 shares; 2026Q1: 9,125 shares 9,125 $459K 0.05% -340 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,390 shares; 2025Q1: 1,464 shares; 2025Q2: 1,205 shares; 2025Q3: 1,220 shares; 2025Q4: 1,225 shares; 2026Q1: 1,961 shares 1,961 $459K 0.05% +736 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,511 shares; 2025Q3: 4,366 shares; 2025Q4: 8,707 shares; 2026Q1: 9,923 shares 9,923 $457K 0.05% +1,216 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,083 shares; 2025Q1: 6,393 shares; 2025Q2: 8,960 shares; 2025Q3: 9,507 shares; 2025Q4: 8,726 shares; 2026Q1: 9,291 shares 9,291 $453K 0.05% +565 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,813 shares; 2025Q1: 3,017 shares; 2025Q2: 2,145 shares; 2025Q3: 8,888 shares; 2025Q4: 2,243 shares; 2026Q1: 2,177 shares 2,177 $450K 0.05% -66 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: not loaded; 2024Q4: 4,755 shares; 2025Q1: 4,755 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares; 2026Q1: 4,755 shares 4,755 $447K 0.05% 0 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,140 shares 5,140 $447K 0.05% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 271 shares; 2025Q4: 318 shares; 2026Q1: 321 shares 321 $443K 0.05% +3 Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,000 shares 52,000 $440K 0.05% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 70,944 shares; 2025Q1: 25,516 shares; 2025Q2: 25,540 shares; 2025Q3: 28,558 shares; 2025Q4: 28,558 shares; 2026Q1: 25,487 shares 25,487 $436K 0.05% -3,071 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,845 shares; 2025Q1: 5,676 shares; 2025Q2: 5,549 shares; 2025Q3: 3,021 shares; 2025Q4: 2,744 shares; 2026Q1: 2,730 shares 2,730 $436K 0.05% -14 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 loaded; 2024Q4: 453 shares; 2025Q1: 428 shares; 2025Q2: 423 shares; 2025Q3: 457 shares; 2025Q4: 487 shares; 2026Q1: 513 shares 513 $434K 0.05% +26 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,363 shares; 2025Q2: 1,891 shares; 2025Q3: 2,779 shares; 2025Q4: 2,918 shares; 2026Q1: 2,915 shares 2,915 $426K 0.05% -3 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,638 shares; 2025Q1: 7,638 shares; 2025Q2: 7,620 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares; 2026Q1: 7,620 shares 7,620 $426K 0.05% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,482 shares; 2026Q1: 7,457 shares 7,457 $425K 0.05% -2,025 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,366 shares; 2025Q3: 3,515 shares; 2025Q4: 4,236 shares; 2026Q1: 4,581 shares 4,581 $425K 0.05% +345 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,395 shares; 2025Q1: 7,328 shares; 2025Q2: 3,118 shares; 2025Q3: 2,982 shares; 2025Q4: 2,615 shares; 2026Q1: 2,623 shares 2,623 $421K 0.05% +8 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,266 shares; 2025Q1: 15,330 shares; 2025Q2: 15,612 shares; 2025Q3: 15,348 shares; 2025Q4: 16,060 shares; 2026Q1: 14,589 shares 14,589 $410K 0.05% -1,471 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 loaded; 2024Q4: 7,205 shares; 2025Q1: 6,759 shares; 2025Q2: not reported; 2025Q3: 455 shares; 2025Q4: 503 shares; 2026Q1: 1,204 shares 1,204 $407K 0.05% +701 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,333 shares; 2025Q3: 4,857 shares; 2025Q4: 5,219 shares; 2026Q1: 5,219 shares 5,219 $404K 0.05% 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: not loaded; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: not reported; 2025Q3: 3,527 shares; 2025Q4: 3,537 shares; 2026Q1: 2,459 shares 2,459 $404K 0.05% -1,078 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,784 shares; 2025Q1: 3,030 shares; 2025Q2: 3,029 shares; 2025Q3: 3,034 shares; 2025Q4: 2,985 shares; 2026Q1: 3,056 shares 3,056 $400K 0.05% +71 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,871 shares; 2025Q1: 4,759 shares; 2025Q2: 4,565 shares; 2025Q3: 3,450 shares; 2025Q4: 5,518 shares; 2026Q1: 6,483 shares 6,483 $397K 0.05% +965 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,622 shares 7,622 $386K 0.04% new Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,034 shares 8,034 $385K 0.04% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,528 shares; 2025Q1: 9,250 shares; 2025Q2: 9,274 shares; 2025Q3: 9,309 shares; 2025Q4: 9,087 shares; 2026Q1: 8,476 shares 8,476 $384K 0.04% -611 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,784 shares; 2025Q1: 6,479 shares; 2025Q2: 10,744 shares; 2025Q3: 10,090 shares; 2025Q4: 4,161 shares; 2026Q1: 2,650 shares 2,650 $383K 0.04% -1,511 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,076 shares; 2025Q1: 5,768 shares; 2025Q2: 6,132 shares; 2025Q3: 6,192 shares; 2025Q4: 6,207 shares; 2026Q1: 4,807 shares 4,807 $383K 0.04% -1,400 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,493 shares; 2025Q1: 4,041 shares; 2025Q2: 4,343 shares; 2025Q3: 4,322 shares; 2025Q4: 4,598 shares; 2026Q1: 5,040 shares 5,040 $375K 0.04% +442 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,700 shares; 2025Q1: 14,300 shares; 2025Q2: 14,300 shares; 2025Q3: 15,150 shares; 2025Q4: 15,325 shares; 2026Q1: 15,325 shares 15,325 $374K 0.04% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,683 shares; 2025Q1: 9,089 shares; 2025Q2: 9,089 shares; 2025Q3: 9,089 shares; 2025Q4: 9,089 shares; 2026Q1: 9,306 shares 9,306 $373K 0.04% +217 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,005 shares; 2025Q1: 2,645 shares; 2025Q2: 2,526 shares; 2025Q3: 2,388 shares; 2025Q4: 2,256 shares; 2026Q1: 2,248 shares 2,248 $370K 0.04% -8 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,930 shares; 2025Q1: 4,259 shares; 2025Q2: 9,384 shares; 2025Q3: 9,861 shares; 2025Q4: 3,934 shares; 2026Q1: 3,997 shares 3,997 $368K 0.04% +63 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,406 shares; 2025Q2: 1,495 shares; 2025Q3: 1,934 shares; 2025Q4: 1,890 shares; 2026Q1: 1,963 shares 1,963 $358K 0.04% +73 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,721 shares; 2025Q1: 9,554 shares; 2025Q2: 9,994 shares; 2025Q3: 9,604 shares; 2025Q4: 9,776 shares; 2026Q1: 7,318 shares 7,318 $357K 0.04% -2,458 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: not loaded; 2024Q4: 4,176 shares; 2025Q1: 4,147 shares; 2025Q2: 4,185 shares; 2025Q3: 4,462 shares; 2025Q4: 4,337 shares; 2026Q1: 4,301 shares 4,301 $355K 0.04% -36 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 532 shares; 2025Q1: 431 shares; 2025Q2: 455 shares; 2025Q3: 493 shares; 2025Q4: 443 shares; 2026Q1: 367 shares 367 $353K 0.04% -76 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,984 shares; 2025Q1: 8,984 shares; 2025Q2: 8,624 shares; 2025Q3: 8,124 shares; 2025Q4: 7,418 shares; 2026Q1: 7,418 shares 7,418 $353K 0.04% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,482 shares; 2025Q4: 2,884 shares; 2026Q1: 3,710 shares 3,710 $351K 0.04% +826 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,448 shares; 2025Q1: 7,198 shares; 2025Q2: 7,198 shares; 2025Q3: 7,198 shares; 2025Q4: 7,198 shares; 2026Q1: 7,198 shares 7,198 $349K 0.04% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,554 shares; 2025Q1: 7,033 shares; 2025Q2: 6,597 shares; 2025Q3: 6,758 shares; 2025Q4: 7,630 shares; 2026Q1: 7,650 shares 7,650 $349K 0.04% +20 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: not loaded; 2024Q4: 1,251 shares; 2025Q1: 1,243 shares; 2025Q2: 1,311 shares; 2025Q3: 1,408 shares; 2025Q4: 1,793 shares; 2026Q1: 1,759 shares 1,759 $349K 0.04% -34 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,528 shares; 2025Q1: 6,352 shares; 2025Q2: 5,996 shares; 2025Q3: 5,996 shares; 2025Q4: 5,824 shares; 2026Q1: 5,753 shares 5,753 $348K 0.04% -71 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,566 shares; 2025Q4: 1,859 shares; 2026Q1: 2,379 shares 2,379 $347K 0.04% +520 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 360 shares; 2025Q1: 527 shares; 2025Q2: 541 shares; 2025Q3: 528 shares; 2025Q4: 524 shares; 2026Q1: 399 shares 399 $345K 0.04% -125 Timeline SEPM FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,995 shares; 2025Q4: 10,995 shares; 2026Q1: 10,870 shares 10,870 $344K 0.04% -125 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,704 shares; 2025Q4: 4,407 shares; 2026Q1: 5,694 shares 5,694 $342K 0.04% +1,287 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,100 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,150 shares; 2026Q1: 35,200 shares 35,200 $340K 0.04% +9,050 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,609 shares; 2025Q1: 1,576 shares; 2025Q2: 1,496 shares; 2025Q3: 1,276 shares; 2025Q4: 1,163 shares; 2026Q1: 1,166 shares 1,166 $340K 0.04% +3 Timeline FSMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 16,315 shares; 2026Q1: 16,923 shares 16,923 $338K 0.04% +608 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,646 shares; 2025Q2: 2,850 shares; 2025Q3: 2,139 shares; 2025Q4: 2,224 shares; 2026Q1: 2,424 shares 2,424 $338K 0.04% +200 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,755 shares 8,755 $338K 0.04% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,847 shares; 2025Q1: 4,903 shares; 2025Q2: 4,908 shares; 2025Q3: 5,552 shares; 2025Q4: 5,538 shares; 2026Q1: 6,113 shares 6,113 $338K 0.04% +575 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,864 shares; 2025Q1: 4,864 shares; 2025Q2: 6,364 shares; 2025Q3: 6,364 shares; 2025Q4: 6,364 shares; 2026Q1: 6,364 shares 6,364 $336K 0.04% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,556 shares; 2025Q1: 6,695 shares; 2025Q2: 7,538 shares; 2025Q3: 6,845 shares; 2025Q4: 7,043 shares; 2026Q1: 7,274 shares 7,274 $336K 0.04% +231 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,083 shares; 2025Q4: 794 shares; 2026Q1: 1,231 shares 1,231 $335K 0.04% +437 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,465 shares; 2025Q1: 12,269 shares; 2025Q2: 14,876 shares; 2025Q3: 14,609 shares; 2025Q4: 14,384 shares; 2026Q1: 14,364 shares 14,364 $334K 0.04% -20 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,411 shares; 2026Q1: 2,645 shares 2,645 $333K 0.04% -766 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,257 shares; 2025Q1: 6,769 shares; 2025Q2: 6,718 shares; 2025Q3: 6,205 shares; 2025Q4: 6,530 shares; 2026Q1: 5,424 shares 5,424 $328K 0.04% -1,106 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,655 shares 4,655 $328K 0.04% new Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,713 shares; 2025Q1: 32,741 shares; 2025Q2: 34,838 shares; 2025Q3: 16,929 shares; 2025Q4: 13,722 shares; 2026Q1: 13,810 shares 13,810 $316K 0.04% +88 Timeline FTSD FRANKLIN ETF TR More: the full row for FRANKLIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,111 shares; 2025Q1: 3,135 shares; 2025Q2: 3,169 shares; 2025Q3: 3,404 shares; 2025Q4: 3,455 shares; 2026Q1: 3,477 shares 3,477 $316K 0.04% +22 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,466 shares; 2026Q1: 2,896 shares 2,896 $315K 0.04% +430 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,783 shares; 2025Q1: 6,453 shares; 2025Q2: 5,541 shares; 2025Q3: 5,754 shares; 2025Q4: 1,332 shares; 2026Q1: 1,350 shares 1,350 $313K 0.04% +18 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,796 shares; 2025Q4: 6,125 shares; 2026Q1: 6,153 shares 6,153 $310K 0.04% +28 Timeline FGD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,388 shares; 2025Q4: 8,880 shares; 2026Q1: 9,674 shares 9,674 $309K 0.04% +794 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,704 shares; 2025Q4: 6,109 shares; 2026Q1: 6,215 shares 6,215 $309K 0.04% +106 Timeline MNR MACH NATURAL RESOURCES LP More: the full row for MACH NATURAL RESOURCES LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares; 2025Q3: 17,000 shares; 2025Q4: 22,000 shares; 2026Q1: 22,000 shares 22,000 $308K 0.04% 0 Timeline FTQI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,288 shares; 2025Q3: 13,186 shares; 2025Q4: 13,915 shares; 2026Q1: 15,346 shares 15,346 $306K 0.04% +1,431 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 770 shares; 2025Q1: 1,065 shares; 2025Q2: 1,210 shares; 2025Q3: 1,274 shares; 2025Q4: 1,209 shares; 2026Q1: 945 shares 945 $301K 0.03% -264 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,622 shares 7,622 $297K 0.03% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,108 shares; 2025Q1: 4,594 shares; 2025Q2: 4,726 shares; 2025Q3: 4,775 shares; 2025Q4: 4,514 shares; 2026Q1: 4,478 shares 4,478 $296K 0.03% -36 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,216 shares; 2025Q3: 11,017 shares; 2025Q4: 11,569 shares; 2026Q1: 12,792 shares 12,792 $294K 0.03% +1,223 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 962 shares; 2025Q1: 809 shares; 2025Q2: 829 shares; 2025Q3: 1,073 shares; 2025Q4: 851 shares; 2026Q1: 676 shares 676 $292K 0.03% -175 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 loaded; 2024Q4: 2,392 shares; 2025Q1: 3,293 shares; 2025Q2: 3,363 shares; 2025Q3: 3,329 shares; 2025Q4: 3,383 shares; 2026Q1: 2,465 shares 2,465 $292K 0.03% -918 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,854 shares; 2025Q4: 1,842 shares; 2026Q1: 1,999 shares 1,999 $290K 0.03% +157 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,065 shares; 2025Q1: 2,746 shares; 2025Q2: 2,155 shares; 2025Q3: 2,192 shares; 2025Q4: 487 shares; 2026Q1: 516 shares 516 $290K 0.03% +29 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,520 shares; 2025Q1: 7,520 shares; 2025Q2: 7,520 shares; 2025Q3: 7,520 shares; 2025Q4: 7,186 shares; 2026Q1: 7,186 shares 7,186 $288K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,216 shares; 2025Q1: 4,025 shares; 2025Q2: 10,917 shares; 2025Q3: 10,725 shares; 2025Q4: 4,126 shares; 2026Q1: 2,782 shares 2,782 $286K 0.03% -1,344 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,636 shares; 2025Q1: 1,628 shares; 2025Q2: 1,600 shares; 2025Q3: 1,347 shares; 2025Q4: 1,241 shares; 2026Q1: 1,240 shares 1,240 $285K 0.03% -1 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,690 shares; 2025Q4: 12,190 shares; 2026Q1: 12,590 shares 12,590 $284K 0.03% +400 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,458 shares 5,458 $283K 0.03% new 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 loaded; 2024Q4: 1,339 shares; 2025Q1: 1,289 shares; 2025Q2: 3,582 shares; 2025Q3: 3,636 shares; 2025Q4: 846 shares; 2026Q1: 781 shares 781 $279K 0.03% -65 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,734 shares; 2025Q1: 6,249 shares; 2025Q2: 5,905 shares; 2025Q3: 5,914 shares; 2025Q4: 5,620 shares; 2026Q1: 5,629 shares 5,629 $279K 0.03% +9 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,300 shares; 2025Q1: 14,400 shares; 2025Q2: 14,300 shares; 2025Q3: 12,000 shares; 2025Q4: 9,050 shares; 2026Q1: 9,050 shares 9,050 $276K 0.03% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 643 shares; 2025Q3: 747 shares; 2025Q4: 1,392 shares; 2026Q1: 1,103 shares 1,103 $275K 0.03% -289 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,208 shares; 2025Q1: 36,398 shares; 2025Q2: 7,125 shares; 2025Q3: 7,059 shares; 2025Q4: 6,763 shares; 2026Q1: 6,694 shares 6,694 $275K 0.03% -69 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,634 shares; 2025Q1: 5,646 shares; 2025Q2: 3,855 shares; 2025Q3: 3,934 shares; 2025Q4: 3,870 shares; 2026Q1: 3,630 shares 3,630 $273K 0.03% -240 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,588 shares 12,588 $272K 0.03% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,379 shares; 2025Q1: 6,234 shares; 2025Q2: 6,107 shares; 2025Q3: 5,112 shares; 2025Q4: 4,011 shares; 2026Q1: 3,814 shares 3,814 $270K 0.03% -197 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,334 shares; 2025Q1: not reported; 2025Q2: 2,122 shares; 2025Q3: 2,873 shares; 2025Q4: 2,930 shares; 2026Q1: 2,697 shares 2,697 $264K 0.03% -233 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,135 shares; 2025Q4: 34,233 shares; 2026Q1: 34,704 shares 34,704 $263K 0.03% +471 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,344 shares; 2025Q1: 2,355 shares; 2025Q2: 2,348 shares; 2025Q3: 2,365 shares; 2025Q4: 2,367 shares; 2026Q1: 2,368 shares 2,368 $260K 0.03% +1 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,064 shares; 2025Q2: 2,731 shares; 2025Q3: 3,093 shares; 2025Q4: 2,679 shares; 2026Q1: 2,792 shares 2,792 $256K 0.03% +113 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,253 shares 4,253 $253K 0.03% new Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,167 shares; 2025Q1: 4,264 shares; 2025Q2: 4,208 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,083 shares 5,083 $253K 0.03% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 716 shares; 2025Q3: 787 shares; 2025Q4: 896 shares; 2026Q1: 916 shares 916 $251K 0.03% +20 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,223 shares; 2025Q1: 1,291 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,047 shares; 2026Q1: 1,306 shares 1,306 $251K 0.03% +259 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,079 shares; 2025Q1: 1,991 shares; 2025Q2: 2,097 shares; 2025Q3: 1,775 shares; 2025Q4: 1,808 shares; 2026Q1: 1,827 shares 1,827 $248K 0.03% +19 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,113 shares; 2025Q2: 1,145 shares; 2025Q3: 1,150 shares; 2025Q4: 1,156 shares; 2026Q1: 1,160 shares 1,160 $248K 0.03% +4 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,928 shares; 2025Q1: 2,819 shares; 2025Q2: 2,819 shares; 2025Q3: 2,866 shares; 2025Q4: 2,774 shares; 2026Q1: 2,676 shares 2,676 $243K 0.03% -98 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,083 shares; 2025Q3: 2,616 shares; 2025Q4: 2,374 shares; 2026Q1: 392 shares 392 $237K 0.03% -1,982 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,901 shares; 2025Q3: not reported; 2025Q4: 9,549 shares; 2026Q1: 10,747 shares 10,747 $233K 0.03% +1,198 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,673 shares; 2025Q1: 2,688 shares; 2025Q2: 2,697 shares; 2025Q3: 2,673 shares; 2025Q4: 2,711 shares; 2026Q1: 2,725 shares 2,725 $232K 0.03% +14 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,267 shares 1,267 $231K 0.03% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,757 shares; 2026Q1: 1,757 shares 1,757 $230K 0.03% 0 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,960 shares 3,960 $230K 0.03% new Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 499,189 shares; 2025Q1: 517,898 shares; 2025Q2: 537,528 shares; 2025Q3: 14,237 shares; 2025Q4: not reported; 2026Q1: 9,475 shares 9,475 $230K 0.03% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,722 shares; 2025Q1: 4,881 shares; 2025Q2: not reported; 2025Q3: 979 shares; 2025Q4: 953 shares; 2026Q1: 1,125 shares 1,125 $229K 0.03% +172 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,567 shares 7,567 $227K 0.03% new Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,847 shares; 2025Q1: 1,852 shares; 2025Q2: 1,858 shares; 2025Q3: 1,863 shares; 2025Q4: 1,720 shares; 2026Q1: 1,723 shares 1,723 $226K 0.03% +3 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 354 shares; 2025Q4: not reported; 2026Q1: 331 shares 331 $226K 0.03% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,896 shares; 2025Q1: 6,308 shares; 2025Q2: 5,360 shares; 2025Q3: 5,474 shares; 2025Q4: 1,302 shares; 2026Q1: 1,314 shares 1,314 $222K 0.03% +12 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,401 shares; 2025Q1: 4,401 shares; 2025Q2: 4,401 shares; 2025Q3: 4,401 shares; 2025Q4: 4,401 shares; 2026Q1: 4,401 shares 4,401 $222K 0.03% 0 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,137 shares 6,137 $222K 0.03% new Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,931 shares; 2026Q1: 2,841 shares 2,841 $221K 0.03% -90 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,979 shares; 2025Q1: 5,300 shares; 2025Q2: 3,552 shares; 2025Q3: 4,699 shares; 2025Q4: 4,735 shares; 2026Q1: 2,318 shares 2,318 $220K 0.03% -2,417 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,020 shares; 2025Q4: 1,017 shares; 2026Q1: 1,036 shares 1,036 $219K 0.03% +19 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,048 shares 1,048 $217K 0.02% new Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,078 shares 1,078 $216K 0.02% new Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,947 shares 3,947 $216K 0.02% new Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,763 shares; 2025Q1: 14,673 shares; 2025Q2: 15,427 shares; 2025Q3: 17,136 shares; 2025Q4: 9,345 shares; 2026Q1: 7,106 shares 7,106 $214K 0.02% -2,239 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares 2,934 $213K 0.02% 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 loaded; 2024Q4: 1,523 shares; 2025Q1: 1,268 shares; 2025Q2: 1,316 shares; 2025Q3: 1,496 shares; 2025Q4: 1,531 shares; 2026Q1: 1,219 shares 1,219 $210K 0.02% -312 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,065 shares 4,065 $209K 0.02% new Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,346 shares 2,346 $209K 0.02% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,222 shares; 2025Q1: 2,156 shares; 2025Q2: 2,367 shares; 2025Q3: 3,451 shares; 2025Q4: 2,871 shares; 2026Q1: 2,097 shares 2,097 $208K 0.02% -774 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,533 shares; 2025Q2: 3,750 shares; 2025Q3: 3,750 shares; 2025Q4: 3,750 shares; 2026Q1: 1,800 shares 1,800 $207K 0.02% -1,950 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,195 shares; 2025Q1: 1,217 shares; 2025Q2: 962 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 912 shares 912 $206K 0.02% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 784 shares; 2025Q2: 845 shares; 2025Q3: 531 shares; 2025Q4: 472 shares; 2026Q1: 447 shares 447 $206K 0.02% -25 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806 $205K 0.02% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,040 shares 8,040 $205K 0.02% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,586 shares; 2025Q1: 22,407 shares; 2025Q2: not reported; 2025Q3: 2,868 shares; 2025Q4: not reported; 2026Q1: 3,155 shares 3,155 $204K 0.02% new Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,077 shares; 2025Q2: 5,478 shares; 2025Q3: 5,478 shares; 2025Q4: not reported; 2026Q1: 5,011 shares 5,011 $203K 0.02% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,963 shares 3,963 $201K 0.02% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,701 shares 3,701 $200K 0.02% new Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,228 shares; 2025Q1: 20,197 shares; 2025Q2: 12,218 shares; 2025Q3: 21,544 shares; 2025Q4: 24,628 shares; 2026Q1: 24,755 shares 24,755 $191K 0.02% +127 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,878 shares; 2025Q2: 20,101 shares; 2025Q3: 19,995 shares; 2025Q4: 18,023 shares; 2026Q1: 15,940 shares 15,940 $184K 0.02% -2,083 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,651 shares; 2025Q3: 14,851 shares; 2025Q4: 16,266 shares; 2026Q1: 16,592 shares 16,592 $178K 0.02% +326 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $152K 0.02% 0 Timeline KODK EASTMAN KODAK CO More: the full row for EASTMAN KODAK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,950 shares; 2025Q1: 12,950 shares; 2025Q2: 12,950 shares; 2025Q3: 11,950 shares; 2025Q4: 11,950 shares; 2026Q1: 11,950 shares 11,950 $108K 0.01% 0 Timeline CXM SPRINKLR INC More: the full row for SPRINKLR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,147 shares; 2025Q1: 29,147 shares; 2025Q2: 29,147 shares; 2025Q3: 29,147 shares; 2025Q4: 29,147 shares; 2026Q1: 15,217 shares 15,217 $91.3K 0.01% -13,930 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,686 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,187 shares 10,187 $75K 0.01% new Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,489 shares; 2025Q2: 10,489 shares; 2025Q3: 10,489 shares; 2025Q4: 10,489 shares; 2026Q1: 10,489 shares 10,489 $58.7K 0.01% 0 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80 shares 80 $20.4K <0.01% new Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,710 shares; 2025Q3: 14,460 shares; 2025Q4: 14,660 shares; 2026Q1: 14,560 shares 14,560 $8.04K <0.01% -100 Timeline