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: 133,054 shares; 2024Q4: 140,911 shares; 2025Q1: 129,561 shares; 2025Q2: 146,604 shares; 2025Q3: 164,673 shares; 2025Q4: 163,549 shares; 2026Q1: 149,012 shares 149,012 $97.3M 10.47% -14,537 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: 49,438 shares; 2024Q4: 49,759 shares; 2025Q1: 49,678 shares; 2025Q2: 49,325 shares; 2025Q3: 50,918 shares; 2025Q4: 50,945 shares; 2026Q1: 50,887 shares 50,887 $29.4M 3.16% -58 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 reported; 2024Q4: 57,978 shares; 2025Q1: 125,825 shares; 2025Q2: 351,837 shares; 2025Q3: 449,747 shares; 2025Q4: 582,929 shares; 2026Q1: 616,693 shares 616,693 $26.2M 2.82% +33,764 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: 46,416 shares; 2024Q4: 27,578 shares; 2025Q1: 66,635 shares; 2025Q2: 32,870 shares; 2025Q3: 40,167 shares; 2025Q4: 40,590 shares; 2026Q1: 55,174 shares 55,174 $24.1M 2.59% +14,584 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: 92,252 shares; 2024Q4: 92,432 shares; 2025Q1: 90,460 shares; 2025Q2: 87,905 shares; 2025Q3: 99,313 shares; 2025Q4: 96,330 shares; 2026Q1: 93,432 shares 93,432 $23.7M 2.55% -2,898 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 175,247 shares; 2025Q3: 229,510 shares; 2025Q4: 236,493 shares; 2026Q1: 204,293 shares 204,293 $19.4M 2.08% -32,200 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: 59,310 shares; 2024Q4: 57,963 shares; 2025Q1: 56,516 shares; 2025Q2: 54,895 shares; 2025Q3: 100,234 shares; 2025Q4: 100,106 shares; 2026Q1: 99,605 shares 99,605 $17.4M 1.87% -501 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: 82,093 shares; 2024Q4: 82,350 shares; 2025Q1: 82,018 shares; 2025Q2: 79,847 shares; 2025Q3: 79,630 shares; 2025Q4: 79,677 shares; 2026Q1: 79,683 shares 79,683 $17.1M 1.84% +6 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 242,174 shares; 2025Q4: 330,423 shares; 2026Q1: 388,997 shares 388,997 $15.3M 1.64% +58,574 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 285,341 shares; 2025Q3: 406,906 shares; 2025Q4: 414,523 shares; 2026Q1: 424,066 shares 424,066 $15.2M 1.64% +9,543 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,921 shares; 2024Q4: 73,752 shares; 2025Q1: 56,726 shares; 2025Q2: 13,681 shares; 2025Q3: 57,649 shares; 2025Q4: 112,411 shares; 2026Q1: 111,694 shares 111,694 $14.8M 1.6% -717 Timeline VMBS 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: 104,823 shares; 2024Q4: 179,483 shares; 2025Q1: 84,929 shares; 2025Q2: 104,085 shares; 2025Q3: 91,337 shares; 2025Q4: 207,437 shares; 2026Q1: 311,483 shares 311,483 $14.6M 1.57% +104,046 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: 208,617 shares; 2024Q4: 221,021 shares; 2025Q1: 219,264 shares; 2025Q2: 287,208 shares; 2025Q3: 174,160 shares; 2025Q4: 150,449 shares; 2026Q1: 137,740 shares 137,740 $13.7M 1.47% -12,709 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,400 shares; 2024Q4: 100,990 shares; 2025Q1: 4,405 shares; 2025Q2: 76,427 shares; 2025Q3: 5,093 shares; 2025Q4: 80,314 shares; 2026Q1: 75,109 shares 75,109 $12.1M 1.31% -5,205 Timeline ICVT 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: 6,521 shares; 2024Q4: 90,194 shares; 2025Q1: 135,012 shares; 2025Q2: 23,566 shares; 2025Q3: 81,658 shares; 2025Q4: 82,967 shares; 2026Q1: 118,285 shares 118,285 $12M 1.29% +35,318 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,818 shares; 2024Q4: 5,061 shares; 2025Q1: 115,645 shares; 2025Q2: 14,131 shares; 2025Q3: 9,046 shares; 2025Q4: 16,692 shares; 2026Q1: 261,332 shares 261,332 $12M 1.29% +244,640 Timeline VWOB 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: 91,294 shares; 2024Q4: 119,610 shares; 2025Q1: 155,554 shares; 2025Q2: 3,823 shares; 2025Q3: 83,895 shares; 2025Q4: 109,724 shares; 2026Q1: 179,169 shares 179,169 $11.8M 1.27% +69,445 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,593 shares; 2024Q4: 141,256 shares; 2025Q1: 94,964 shares; 2025Q2: 115,093 shares; 2025Q3: 116,976 shares; 2025Q4: 113,564 shares; 2026Q1: 106,054 shares 106,054 $11.8M 1.26% -7,510 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 208,061 shares; 2025Q2: 389,717 shares; 2025Q3: 451,511 shares; 2025Q4: 406,146 shares; 2026Q1: 428,985 shares 428,985 $11.7M 1.26% +22,839 Timeline TCAF 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: 188,574 shares; 2024Q4: 224,663 shares; 2025Q1: 264,670 shares; 2025Q2: 279,053 shares; 2025Q3: 292,220 shares; 2025Q4: 309,197 shares; 2026Q1: 309,857 shares 309,857 $11M 1.19% +660 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,511 shares; 2025Q3: 32,503 shares; 2025Q4: 52,330 shares; 2026Q1: 219,146 shares 219,146 $10.9M 1.17% +166,816 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: 33,831 shares; 2024Q4: 33,834 shares; 2025Q1: 33,421 shares; 2025Q2: 32,876 shares; 2025Q3: 32,520 shares; 2025Q4: 32,469 shares; 2026Q1: 32,258 shares 32,258 $10.3M 1.11% -211 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 112,000 shares; 2025Q4: 35,718 shares; 2026Q1: 212,625 shares 212,625 $10.2M 1.09% +176,907 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 117,215 shares; 2025Q3: 11,220 shares; 2025Q4: 116,887 shares; 2026Q1: 195,963 shares 195,963 $9.73M 1.05% +79,076 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: 590,242 shares; 2024Q4: 689,225 shares; 2025Q1: 668,860 shares; 2025Q2: 398,761 shares; 2025Q3: 179,876 shares; 2025Q4: 165,780 shares; 2026Q1: 147,347 shares 147,347 $9.22M 0.99% -18,433 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,225 shares; 2024Q4: 5,231 shares; 2025Q1: 5,231 shares; 2025Q2: 5,231 shares; 2025Q3: 5,231 shares; 2025Q4: 26,780 shares; 2026Q1: 26,730 shares 26,730 $8.78M 0.94% -50 Timeline CSM 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: 122,876 shares; 2024Q4: 122,661 shares; 2025Q1: 120,755 shares; 2025Q2: 116,278 shares; 2025Q3: 116,877 shares; 2025Q4: 116,357 shares; 2026Q1: 115,061 shares 115,061 $8.61M 0.93% -1,296 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,717 shares; 2024Q4: 125,122 shares; 2025Q1: 154,017 shares; 2025Q2: 161,273 shares; 2025Q3: 130,568 shares; 2025Q4: 86,529 shares; 2026Q1: 77,423 shares 77,423 $8.55M 0.92% -9,106 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,056 shares; 2025Q3: 41,534 shares; 2025Q4: 43,662 shares; 2026Q1: 47,654 shares 47,654 $8.08M 0.87% +3,992 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,484 shares; 2024Q4: 138,740 shares; 2025Q1: 136,937 shares; 2025Q2: 85,494 shares; 2025Q3: 84,807 shares; 2025Q4: 82,973 shares; 2026Q1: 80,710 shares 80,710 $7.8M 0.84% -2,263 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,023 shares; 2025Q2: 34,644 shares; 2025Q3: 35,114 shares; 2025Q4: 33,538 shares; 2026Q1: 23,824 shares 23,824 $7.58M 0.81% -9,714 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: 109,361 shares; 2024Q4: 114,214 shares; 2025Q1: 117,627 shares; 2025Q2: 119,632 shares; 2025Q3: 120,292 shares; 2025Q4: 121,830 shares; 2026Q1: 123,343 shares 123,343 $7.56M 0.81% +1,513 Timeline QDPL 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 reported; 2024Q4: not reported; 2025Q1: 183,440 shares; 2025Q2: 5,574 shares; 2025Q3: 213,047 shares; 2025Q4: 205,853 shares; 2026Q1: 178,732 shares 178,732 $7.17M 0.77% -27,121 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 reported; 2024Q4: not reported; 2025Q1: 152,667 shares; 2025Q2: 177,109 shares; 2025Q3: 176,906 shares; 2025Q4: 169,674 shares; 2026Q1: 139,309 shares 139,309 $7.14M 0.77% -30,365 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: 14,774 shares; 2024Q4: 14,935 shares; 2025Q1: 15,148 shares; 2025Q2: 15,170 shares; 2025Q3: 21,025 shares; 2025Q4: 18,413 shares; 2026Q1: 19,276 shares 19,276 $7.14M 0.77% +863 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: 23,358 shares; 2024Q4: 23,519 shares; 2025Q1: 23,656 shares; 2025Q2: 23,248 shares; 2025Q3: 24,000 shares; 2025Q4: 23,738 shares; 2026Q1: 23,663 shares 23,663 $6.79M 0.73% -75 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: 5,604 shares; 2024Q4: 6,074 shares; 2025Q1: 6,411 shares; 2025Q2: 6,759 shares; 2025Q3: 16,059 shares; 2025Q4: 15,153 shares; 2026Q1: 15,045 shares 15,045 $6.47M 0.7% -108 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: 31,441 shares; 2024Q4: 34,374 shares; 2025Q1: 37,695 shares; 2025Q2: 36,273 shares; 2025Q3: 36,455 shares; 2025Q4: 38,888 shares; 2026Q1: 41,636 shares 41,636 $6.17M 0.66% +2,748 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: 28,050 shares; 2024Q4: 27,987 shares; 2025Q1: 28,007 shares; 2025Q2: 27,315 shares; 2025Q3: 29,824 shares; 2025Q4: 28,949 shares; 2026Q1: 29,298 shares 29,298 $6.1M 0.66% +349 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: 113,240 shares; 2024Q4: 112,810 shares; 2025Q1: 110,571 shares; 2025Q2: 109,941 shares; 2025Q3: 109,941 shares; 2025Q4: 108,751 shares; 2026Q1: 107,637 shares 107,637 $6.01M 0.65% -1,114 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 114,986 shares; 2025Q4: 114,023 shares; 2026Q1: 109,308 shares 109,308 $5.98M 0.64% -4,715 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,641 shares; 2025Q1: 7,647 shares; 2025Q2: not reported; 2025Q3: 216,909 shares; 2025Q4: 208,401 shares; 2026Q1: 173,639 shares 173,639 $5.82M 0.63% -34,762 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: 6,457 shares; 2024Q4: 6,867 shares; 2025Q1: 7,320 shares; 2025Q2: 7,596 shares; 2025Q3: 8,888 shares; 2025Q4: 8,720 shares; 2026Q1: 8,432 shares 8,432 $5.48M 0.59% -288 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: 156,596 shares; 2024Q4: 168,961 shares; 2025Q1: 117,090 shares; 2025Q2: 122,535 shares; 2025Q3: 120,549 shares; 2025Q4: 120,577 shares; 2026Q1: 120,076 shares 120,076 $5.48M 0.59% -501 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: 141,930 shares; 2024Q4: 477,308 shares; 2025Q1: 515,570 shares; 2025Q2: 531,329 shares; 2025Q3: 540,026 shares; 2025Q4: 176,749 shares; 2026Q1: 174,755 shares 174,755 $5.36M 0.58% -1,994 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: 30,272 shares; 2024Q4: 44,627 shares; 2025Q1: 53,459 shares; 2025Q2: 53,835 shares; 2025Q3: 56,492 shares; 2025Q4: 65,421 shares; 2026Q1: 66,284 shares 66,284 $4.98M 0.54% +863 Timeline SPTI 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: 65,351 shares; 2024Q4: 69,044 shares; 2025Q1: 187,842 shares; 2025Q2: 391,127 shares; 2025Q3: 201,332 shares; 2025Q4: 193,625 shares; 2026Q1: 169,931 shares 169,931 $4.87M 0.52% -23,694 Timeline XMHQ 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: 56,570 shares; 2024Q4: 23,223 shares; 2025Q1: 44,984 shares; 2025Q2: 101,182 shares; 2025Q3: 30,338 shares; 2025Q4: 29,765 shares; 2026Q1: 47,101 shares 47,101 $4.87M 0.52% +17,336 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: 15,384 shares; 2024Q4: 16,612 shares; 2025Q1: 16,903 shares; 2025Q2: 14,368 shares; 2025Q3: 16,905 shares; 2025Q4: 17,082 shares; 2026Q1: 16,668 shares 16,668 $4.79M 0.52% -414 Timeline QMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 103,509 shares; 2025Q3: 144,746 shares; 2025Q4: 144,640 shares; 2026Q1: 141,242 shares 141,242 $4.75M 0.51% -3,398 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: 17,578 shares; 2024Q4: 18,354 shares; 2025Q1: 18,687 shares; 2025Q2: 19,028 shares; 2025Q3: 19,702 shares; 2025Q4: 19,996 shares; 2026Q1: 19,967 shares 19,967 $4.74M 0.51% -29 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: 44,838 shares; 2024Q4: 50,234 shares; 2025Q1: 51,985 shares; 2025Q2: 57,366 shares; 2025Q3: 71,267 shares; 2025Q4: 77,203 shares; 2026Q1: 80,516 shares 80,516 $4.56M 0.49% +3,313 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73,302 shares; 2025Q4: 76,781 shares; 2026Q1: 75,025 shares 75,025 $4.47M 0.48% -1,756 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: 29,762 shares; 2024Q4: 29,185 shares; 2025Q1: 25,920 shares; 2025Q2: 20,650 shares; 2025Q3: 16,452 shares; 2025Q4: 16,472 shares; 2026Q1: 16,377 shares 16,377 $4.46M 0.48% -95 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: 49,361 shares; 2024Q4: 54,087 shares; 2025Q1: 56,804 shares; 2025Q2: 62,277 shares; 2025Q3: 70,035 shares; 2025Q4: 75,421 shares; 2026Q1: 78,774 shares 78,774 $4.37M 0.47% +3,353 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: 13,763 shares; 2024Q4: 13,729 shares; 2025Q1: 14,018 shares; 2025Q2: 13,905 shares; 2025Q3: 14,566 shares; 2025Q4: 14,822 shares; 2026Q1: 14,620 shares 14,620 $4.3M 0.46% -202 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,280 shares; 2025Q3: 26,061 shares; 2025Q4: 114,283 shares; 2026Q1: 122,508 shares 122,508 $4.22M 0.45% +8,225 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: 95,728 shares; 2024Q4: 97,580 shares; 2025Q1: 104,963 shares; 2025Q2: 114,396 shares; 2025Q3: 113,875 shares; 2025Q4: 118,248 shares; 2026Q1: 119,597 shares 119,597 $4.04M 0.43% +1,349 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,085 shares; 2025Q4: 20,735 shares; 2026Q1: 38,805 shares 38,805 $3.91M 0.42% +18,070 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: 11,773 shares; 2024Q4: 10,699 shares; 2025Q1: 9,694 shares; 2025Q2: 9,719 shares; 2025Q3: 11,956 shares; 2025Q4: 12,484 shares; 2026Q1: 12,432 shares 12,432 $3.85M 0.41% -52 Timeline QOWZ 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: 90,871 shares; 2024Q4: 118,994 shares; 2025Q1: 131,841 shares; 2025Q2: 130,999 shares; 2025Q3: 128,082 shares; 2025Q4: 122,686 shares; 2026Q1: 119,367 shares 119,367 $3.76M 0.4% -3,319 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,913 shares; 2024Q4: 68,109 shares; 2025Q1: 76,471 shares; 2025Q2: 76,073 shares; 2025Q3: 77,415 shares; 2025Q4: 78,096 shares; 2026Q1: 77,729 shares 77,729 $3.68M 0.4% -367 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,234 shares; 2025Q3: 14,849 shares; 2025Q4: 91,468 shares; 2026Q1: 33,108 shares 33,108 $3.66M 0.39% -58,360 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: 4,958 shares; 2024Q4: 4,677 shares; 2025Q1: 4,507 shares; 2025Q2: 5,197 shares; 2025Q3: 5,964 shares; 2025Q4: 5,922 shares; 2026Q1: 6,153 shares 6,153 $3.52M 0.38% +231 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 39,706 shares; 2025Q4: 19,834 shares; 2026Q1: 13,655 shares 13,655 $3.4M 0.37% -6,179 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: 28,525 shares; 2024Q4: 30,018 shares; 2025Q1: 37,328 shares; 2025Q2: 47,289 shares; 2025Q3: 65,627 shares; 2025Q4: 63,386 shares; 2026Q1: 64,067 shares 64,067 $3.33M 0.36% +681 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: 31,445 shares; 2024Q4: 29,632 shares; 2025Q1: 23,588 shares; 2025Q2: 24,199 shares; 2025Q3: 21,519 shares; 2025Q4: 21,435 shares; 2026Q1: 22,585 shares 22,585 $3.3M 0.36% +1,150 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,872 shares; 2025Q1: 78,709 shares; 2025Q2: 80,721 shares; 2025Q3: 86,440 shares; 2025Q4: 96,668 shares; 2026Q1: 99,093 shares 99,093 $3.27M 0.35% +2,425 Timeline KAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 62,729 shares; 2025Q3: 87,080 shares; 2025Q4: 86,499 shares; 2026Q1: 84,540 shares 84,540 $3.06M 0.33% -1,959 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,444 shares; 2024Q4: 40,416 shares; 2025Q1: 43,407 shares; 2025Q2: 42,638 shares; 2025Q3: 41,870 shares; 2025Q4: 41,804 shares; 2026Q1: 30,380 shares 30,380 $3.02M 0.32% -11,424 Timeline EWU 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: 172,978 shares; 2024Q4: 191,834 shares; 2025Q1: 29,995 shares; 2025Q2: 25,193 shares; 2025Q3: 29,559 shares; 2025Q4: 61,602 shares; 2026Q1: 65,726 shares 65,726 $2.99M 0.32% +4,124 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,920 shares; 2024Q4: 57,903 shares; 2025Q1: 47,228 shares; 2025Q2: 38,533 shares; 2025Q3: 44,960 shares; 2025Q4: 44,789 shares; 2026Q1: 44,320 shares 44,320 $2.97M 0.32% -469 Timeline RDIV 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: 22,660 shares; 2024Q4: 57,969 shares; 2025Q1: 61,223 shares; 2025Q2: 59,129 shares; 2025Q3: 53,861 shares; 2025Q4: 52,383 shares; 2026Q1: 53,258 shares 53,258 $2.96M 0.32% +875 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: 25,349 shares; 2024Q4: 23,832 shares; 2025Q1: 19,209 shares; 2025Q2: 15,985 shares; 2025Q3: 36,230 shares; 2025Q4: 31,541 shares; 2026Q1: 30,035 shares 30,035 $2.94M 0.32% -1,506 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: 4,771 shares; 2024Q4: 4,111 shares; 2025Q1: 4,039 shares; 2025Q2: 3,961 shares; 2025Q3: 4,158 shares; 2025Q4: 4,133 shares; 2026Q1: 4,916 shares 4,916 $2.94M 0.32% +783 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: 330,302 shares; 2024Q4: 62,784 shares; 2025Q1: 239,343 shares; 2025Q2: 270,133 shares; 2025Q3: 283,783 shares; 2025Q4: 66,307 shares; 2026Q1: 58,408 shares 58,408 $2.88M 0.31% -7,899 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,992 shares; 2025Q4: 49,520 shares; 2026Q1: 51,619 shares 51,619 $2.69M 0.29% +2,099 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: 7,705 shares; 2024Q4: 7,534 shares; 2025Q1: 7,469 shares; 2025Q2: 7,441 shares; 2025Q3: 7,869 shares; 2025Q4: 7,283 shares; 2026Q1: 7,201 shares 7,201 $2.68M 0.29% -82 Timeline FPAG INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,518 shares; 2026Q1: 72,762 shares 72,762 $2.64M 0.28% +3,244 Timeline FPX 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: 16,078 shares; 2024Q4: 16,092 shares; 2025Q1: 16,065 shares; 2025Q2: 16,047 shares; 2025Q3: 16,251 shares; 2025Q4: 16,274 shares; 2026Q1: 16,281 shares 16,281 $2.59M 0.28% +7 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,696 shares; 2025Q4: 121,250 shares; 2026Q1: 300,920 shares 300,920 $2.56M 0.28% +179,670 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,111 shares; 2025Q4: 131,959 shares; 2026Q1: 47,739 shares 47,739 $2.54M 0.27% -84,220 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: 19,479 shares; 2024Q4: 19,437 shares; 2025Q1: 19,495 shares; 2025Q2: 19,216 shares; 2025Q3: 21,302 shares; 2025Q4: 20,088 shares; 2026Q1: 20,346 shares 20,346 $2.45M 0.26% +258 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 68,089 shares; 2025Q4: 56,345 shares; 2026Q1: 93,313 shares 93,313 $2.44M 0.26% +36,968 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: 12,077 shares; 2024Q4: 11,524 shares; 2025Q1: 11,498 shares; 2025Q2: 11,215 shares; 2025Q3: 11,788 shares; 2025Q4: 12,154 shares; 2026Q1: 11,352 shares 11,352 $2.35M 0.25% -802 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: 8,761 shares; 2024Q4: 8,841 shares; 2025Q1: 8,560 shares; 2025Q2: 8,351 shares; 2025Q3: 9,088 shares; 2025Q4: 8,967 shares; 2026Q1: 8,966 shares 8,966 $2.35M 0.25% -1 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,303 shares; 2025Q4: 30,211 shares; 2026Q1: 44,468 shares 44,468 $2.24M 0.24% +14,257 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: 16,297 shares; 2024Q4: 16,307 shares; 2025Q1: 16,205 shares; 2025Q2: 16,313 shares; 2025Q3: 16,294 shares; 2025Q4: 16,277 shares; 2026Q1: 16,131 shares 16,131 $2.19M 0.24% -146 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,895 shares; 2025Q3: 35,601 shares; 2025Q4: 36,750 shares; 2026Q1: 36,998 shares 36,998 $2.15M 0.23% +248 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: 7,405 shares; 2024Q4: 7,155 shares; 2025Q1: 7,308 shares; 2025Q2: 6,870 shares; 2025Q3: 7,162 shares; 2025Q4: 7,058 shares; 2026Q1: 7,110 shares 7,110 $2.15M 0.23% +52 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 61,115 shares; 2025Q2: 44,351 shares; 2025Q3: 62,836 shares; 2025Q4: 62,804 shares; 2026Q1: 61,644 shares 61,644 $2.09M 0.22% -1,160 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: 12,508 shares; 2024Q4: 12,144 shares; 2025Q1: 11,294 shares; 2025Q2: 11,101 shares; 2025Q3: 12,452 shares; 2025Q4: 11,833 shares; 2026Q1: 12,160 shares 12,160 $2.06M 0.22% +327 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,036 shares; 2024Q4: 14,393 shares; 2025Q1: 14,393 shares; 2025Q2: 15,036 shares; 2025Q3: 15,036 shares; 2025Q4: 16,474 shares; 2026Q1: 16,474 shares 16,474 $1.99M 0.21% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,657 shares; 2025Q1: 2,712 shares; 2025Q2: 2,995 shares; 2025Q3: 4,681 shares; 2025Q4: 3,982 shares; 2026Q1: 4,126 shares 4,126 $1.98M 0.21% +144 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,629 shares; 2025Q3: 11,935 shares; 2025Q4: 13,993 shares; 2026Q1: 42,283 shares 42,283 $1.97M 0.21% +28,290 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: 8,504 shares; 2024Q4: 8,490 shares; 2025Q1: 8,302 shares; 2025Q2: 7,989 shares; 2025Q3: 7,347 shares; 2025Q4: 7,408 shares; 2026Q1: 8,048 shares 8,048 $1.95M 0.21% +640 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,553 shares; 2025Q4: 40,700 shares; 2026Q1: 27,740 shares 27,740 $1.95M 0.21% -12,960 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: 43,801 shares; 2024Q4: 41,471 shares; 2025Q1: 36,095 shares; 2025Q2: 29,136 shares; 2025Q3: 39,520 shares; 2025Q4: 36,544 shares; 2026Q1: 34,334 shares 34,334 $1.94M 0.21% -2,210 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,752 shares; 2024Q4: 10,368 shares; 2025Q1: 12,310 shares; 2025Q2: 12,608 shares; 2025Q3: 12,689 shares; 2025Q4: 12,330 shares; 2026Q1: 12,345 shares 12,345 $1.91M 0.21% +15 Timeline EWC 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: 130,588 shares; 2024Q4: 145,729 shares; 2025Q1: 21,363 shares; 2025Q2: 26,087 shares; 2025Q3: not reported; 2025Q4: 29,159 shares; 2026Q1: 34,649 shares 34,649 $1.9M 0.2% +5,490 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,766 shares; 2025Q4: 4,345 shares; 2026Q1: 4,347 shares 4,347 $1.89M 0.2% +2 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,459 shares; 2024Q4: 58,630 shares; 2025Q1: 57,647 shares; 2025Q2: 55,498 shares; 2025Q3: 54,723 shares; 2025Q4: 52,213 shares; 2026Q1: 51,534 shares 51,534 $1.86M 0.2% -679 Timeline EWI 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: 170,111 shares; 2024Q4: 157,853 shares; 2025Q1: 20,359 shares; 2025Q2: 24,390 shares; 2025Q3: 28,871 shares; 2025Q4: 27,661 shares; 2026Q1: 34,095 shares 34,095 $1.82M 0.2% +6,434 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,893 shares; 2025Q3: 37,646 shares; 2025Q4: 60,379 shares; 2026Q1: 36,046 shares 36,046 $1.82M 0.2% -24,333 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,142 shares; 2025Q3: 18,655 shares; 2025Q4: not reported; 2026Q1: 21,267 shares 21,267 $1.8M 0.19% new Timeline DBJP DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,715 shares; 2025Q4: 7,619 shares; 2026Q1: 17,634 shares 17,634 $1.78M 0.19% +10,015 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,322 shares; 2025Q4: 14,090 shares; 2026Q1: 33,269 shares 33,269 $1.77M 0.19% +19,179 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,812 shares; 2025Q4: 83,134 shares; 2026Q1: 60,192 shares 60,192 $1.75M 0.19% -22,942 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: 9,654 shares; 2024Q4: 9,568 shares; 2025Q1: 9,565 shares; 2025Q2: 9,262 shares; 2025Q3: 9,637 shares; 2025Q4: 9,665 shares; 2026Q1: 10,152 shares 10,152 $1.68M 0.18% +487 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,238 shares; 2024Q4: 15,619 shares; 2025Q1: 15,532 shares; 2025Q2: 14,679 shares; 2025Q3: 14,367 shares; 2025Q4: 14,771 shares; 2026Q1: 14,782 shares 14,782 $1.67M 0.18% +11 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,414 shares; 2024Q4: 3,414 shares; 2025Q1: 3,467 shares; 2025Q2: 3,573 shares; 2025Q3: 3,549 shares; 2025Q4: 3,495 shares; 2026Q1: 3,525 shares 3,525 $1.63M 0.18% +30 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 700 shares; 2025Q3: 4,776 shares; 2025Q4: 4,795 shares; 2026Q1: 4,490 shares 4,490 $1.61M 0.17% -305 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: 7,411 shares; 2024Q4: 7,164 shares; 2025Q1: 6,903 shares; 2025Q2: 6,885 shares; 2025Q3: 6,893 shares; 2025Q4: 6,759 shares; 2026Q1: 6,770 shares 6,770 $1.58M 0.17% +11 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,015 shares; 2024Q4: 32,000 shares; 2025Q1: 39,060 shares; 2025Q2: 42,696 shares; 2025Q3: 43,105 shares; 2025Q4: 42,315 shares; 2026Q1: 50,382 shares 50,382 $1.57M 0.17% +8,067 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: 18,776 shares; 2024Q4: 19,122 shares; 2025Q1: 18,074 shares; 2025Q2: 18,057 shares; 2025Q3: 17,123 shares; 2025Q4: 16,688 shares; 2026Q1: 16,746 shares 16,746 $1.55M 0.17% +58 Timeline MGK 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,187 shares 4,187 $1.54M 0.17% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,860 shares; 2024Q4: 40,440 shares; 2025Q1: 37,177 shares; 2025Q2: 30,516 shares; 2025Q3: 32,224 shares; 2025Q4: 30,752 shares; 2026Q1: 30,394 shares 30,394 $1.53M 0.16% -358 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: 3,723 shares; 2024Q4: 4,180 shares; 2025Q1: 4,692 shares; 2025Q2: 6,902 shares; 2025Q3: 7,142 shares; 2025Q4: 7,218 shares; 2026Q1: 7,694 shares 7,694 $1.48M 0.16% +476 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: 9,608 shares; 2024Q4: 9,620 shares; 2025Q1: 9,856 shares; 2025Q2: 9,534 shares; 2025Q3: 10,555 shares; 2025Q4: 9,920 shares; 2026Q1: 9,957 shares 9,957 $1.44M 0.15% +37 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: 20,647 shares; 2024Q4: 20,731 shares; 2025Q1: 20,863 shares; 2025Q2: 20,742 shares; 2025Q3: 21,767 shares; 2025Q4: 21,598 shares; 2026Q1: 21,659 shares 21,659 $1.43M 0.15% +61 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: 900 shares; 2024Q4: 1,027 shares; 2025Q1: 1,182 shares; 2025Q2: 1,248 shares; 2025Q3: 1,443 shares; 2025Q4: 1,484 shares; 2026Q1: 1,523 shares 1,523 $1.4M 0.15% +39 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: 5,150 shares; 2024Q4: 4,715 shares; 2025Q1: 4,609 shares; 2025Q2: 4,553 shares; 2025Q3: 5,731 shares; 2025Q4: 5,557 shares; 2026Q1: 5,690 shares 5,690 $1.39M 0.15% +133 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: 30,924 shares; 2024Q4: 33,214 shares; 2025Q1: 32,096 shares; 2025Q2: 39,909 shares; 2025Q3: 46,523 shares; 2025Q4: 47,859 shares; 2026Q1: 49,141 shares 49,141 $1.38M 0.15% +1,282 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: 2,583 shares; 2024Q4: 2,598 shares; 2025Q1: 2,607 shares; 2025Q2: 2,534 shares; 2025Q3: 2,574 shares; 2025Q4: 2,837 shares; 2026Q1: 14,664 shares 14,664 $1.34M 0.14% +11,827 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: 5,124 shares; 2024Q4: 5,523 shares; 2025Q1: 5,671 shares; 2025Q2: 5,354 shares; 2025Q3: 5,954 shares; 2025Q4: 6,090 shares; 2026Q1: 6,154 shares 6,154 $1.34M 0.14% +64 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,760 shares; 2024Q4: 47,504 shares; 2025Q1: 48,678 shares; 2025Q2: 48,763 shares; 2025Q3: 56,429 shares; 2025Q4: 61,406 shares; 2026Q1: 64,142 shares 64,142 $1.33M 0.14% +2,736 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: 2,935 shares; 2024Q4: 2,943 shares; 2025Q1: 2,939 shares; 2025Q2: 2,461 shares; 2025Q3: 4,830 shares; 2025Q4: 2,608 shares; 2026Q1: 2,625 shares 2,625 $1.31M 0.14% +17 Timeline AOK 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: 22,249 shares; 2024Q4: 24,508 shares; 2025Q1: 30,935 shares; 2025Q2: 32,058 shares; 2025Q3: 32,308 shares; 2025Q4: 32,705 shares; 2026Q1: 32,878 shares 32,878 $1.31M 0.14% +173 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: 956 shares; 2024Q4: 835 shares; 2025Q1: 877 shares; 2025Q2: 856 shares; 2025Q3: 843 shares; 2025Q4: 923 shares; 2026Q1: 1,277 shares 1,277 $1.27M 0.14% +354 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: 2,988 shares; 2024Q4: 2,428 shares; 2025Q1: 2,633 shares; 2025Q2: 3,866 shares; 2025Q3: 3,570 shares; 2025Q4: 3,549 shares; 2026Q1: 3,728 shares 3,728 $1.26M 0.14% +179 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: 33,262 shares; 2024Q4: 264,312 shares; 2025Q1: 24,736 shares; 2025Q2: 29,986 shares; 2025Q3: 115,984 shares; 2025Q4: 40,167 shares; 2026Q1: 26,073 shares 26,073 $1.22M 0.13% -14,094 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,951 shares; 2025Q4: 24,952 shares; 2026Q1: 24,952 shares 24,952 $1.21M 0.13% 0 Timeline FPF FIRST TR INTER DURATN PFD & More: the full row for FIRST TR INTER DURATN PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,391 shares; 2024Q4: 61,393 shares; 2025Q1: 64,269 shares; 2025Q2: 66,077 shares; 2025Q3: 63,207 shares; 2025Q4: 63,788 shares; 2026Q1: 67,940 shares 67,940 $1.2M 0.13% +4,152 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: 6,173 shares; 2024Q4: 7,338 shares; 2025Q1: 8,089 shares; 2025Q2: 7,742 shares; 2025Q3: 9,643 shares; 2025Q4: 18,632 shares; 2026Q1: 19,439 shares 19,439 $1.19M 0.13% +807 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: 37,959 shares; 2024Q4: 37,981 shares; 2025Q1: 35,668 shares; 2025Q2: 33,681 shares; 2025Q3: 45,588 shares; 2025Q4: 42,857 shares; 2026Q1: 40,683 shares 40,683 $1.18M 0.13% -2,174 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: 8,627 shares; 2024Q4: 8,456 shares; 2025Q1: 8,224 shares; 2025Q2: 8,155 shares; 2025Q3: 9,424 shares; 2025Q4: 9,462 shares; 2026Q1: 9,444 shares 9,444 $1.17M 0.13% -18 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,042 shares; 2024Q4: 2,223 shares; 2025Q1: 2,373 shares; 2025Q2: 2,713 shares; 2025Q3: 2,677 shares; 2025Q4: 2,724 shares; 2026Q1: 3,004 shares 3,004 $1.17M 0.13% +280 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,191 shares; 2024Q4: 1,107 shares; 2025Q1: 1,026 shares; 2025Q2: 953 shares; 2025Q3: 996 shares; 2025Q4: 11,198 shares; 2026Q1: 11,765 shares 11,765 $1.13M 0.12% +567 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: 8,005 shares; 2024Q4: 9,993 shares; 2025Q1: 8,077 shares; 2025Q2: 10,589 shares; 2025Q3: 15,268 shares; 2025Q4: 14,810 shares; 2026Q1: 14,605 shares 14,605 $1.12M 0.12% -205 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: 251,661 shares; 2024Q4: 350,326 shares; 2025Q1: 546,845 shares; 2025Q2: 341,822 shares; 2025Q3: 362,135 shares; 2025Q4: 83,000 shares; 2026Q1: 47,923 shares 47,923 $1.12M 0.12% -35,077 Timeline QQMG INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,106 shares; 2025Q4: 27,419 shares; 2026Q1: 27,015 shares 27,015 $1.07M 0.11% -404 Timeline SPLV 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: 15,137 shares; 2024Q4: 14,983 shares; 2025Q1: 15,047 shares; 2025Q2: 15,097 shares; 2025Q3: 14,966 shares; 2025Q4: 14,757 shares; 2026Q1: 13,992 shares 13,992 $1.02M 0.11% -765 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,093 shares; 2025Q3: 3,150 shares; 2025Q4: 3,616 shares; 2026Q1: 12,397 shares 12,397 $1M 0.11% +8,781 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: 5,662 shares; 2024Q4: 6,206 shares; 2025Q1: 4,819 shares; 2025Q2: 4,819 shares; 2025Q3: 4,946 shares; 2025Q4: 5,054 shares; 2026Q1: 5,050 shares 5,050 $991K 0.11% -4 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,609 shares; 2024Q4: 45,348 shares; 2025Q1: 46,629 shares; 2025Q2: 45,468 shares; 2025Q3: 49,945 shares; 2025Q4: 53,052 shares; 2026Q1: 54,800 shares 54,800 $987K 0.11% +1,748 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: 1,070 shares; 2024Q4: 1,067 shares; 2025Q1: 1,125 shares; 2025Q2: 1,126 shares; 2025Q3: 1,481 shares; 2025Q4: 1,478 shares; 2026Q1: 1,613 shares 1,613 $975K 0.1% +135 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 932 shares; 2024Q4: 3,080 shares; 2025Q1: 3,127 shares; 2025Q2: 3,132 shares; 2025Q3: 3,258 shares; 2025Q4: 3,456 shares; 2026Q1: 3,489 shares 3,489 $974K 0.1% +33 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,157 shares; 2024Q4: 68,886 shares; 2025Q1: 113,646 shares; 2025Q2: 115,949 shares; 2025Q3: 123,160 shares; 2025Q4: 127,055 shares; 2026Q1: 74,205 shares 74,205 $939K 0.1% -52,850 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: 1,193 shares; 2024Q4: 1,293 shares; 2025Q1: 1,151 shares; 2025Q2: 1,010 shares; 2025Q3: 4,129 shares; 2025Q4: 3,808 shares; 2026Q1: 3,713 shares 3,713 $921K 0.1% -95 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 4,682 shares; 2025Q1: 4,352 shares; 2025Q2: 4,343 shares; 2025Q3: 4,291 shares; 2025Q4: 4,257 shares; 2026Q1: 4,167 shares 4,167 $912K 0.1% -90 Timeline MDYV 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: 6,332 shares; 2024Q4: 6,285 shares; 2025Q1: 5,942 shares; 2025Q2: 4,271 shares; 2025Q3: 14,091 shares; 2025Q4: 11,331 shares; 2026Q1: 10,583 shares 10,583 $901K 0.1% -748 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: 15,086 shares; 2024Q4: 15,566 shares; 2025Q1: 15,400 shares; 2025Q2: 15,953 shares; 2025Q3: 15,077 shares; 2025Q4: 15,702 shares; 2026Q1: 17,084 shares 17,084 $899K 0.1% +1,382 Timeline SCHM 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: 10,187 shares; 2024Q4: 29,988 shares; 2025Q1: 26,754 shares; 2025Q2: 26,848 shares; 2025Q3: 29,003 shares; 2025Q4: 29,003 shares; 2026Q1: 29,026 shares 29,026 $899K 0.1% +23 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: 2,939 shares; 2024Q4: 2,989 shares; 2025Q1: 2,891 shares; 2025Q2: 2,342 shares; 2025Q3: 3,188 shares; 2025Q4: 3,187 shares; 2026Q1: 3,120 shares 3,120 $886K 0.1% -67 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,137 shares; 2024Q4: 5,322 shares; 2025Q1: 7,688 shares; 2025Q2: 8,713 shares; 2025Q3: 7,947 shares; 2025Q4: 8,118 shares; 2026Q1: 8,683 shares 8,683 $860K 0.09% +565 Timeline LCR MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,173 shares; 2025Q2: 22,941 shares; 2025Q3: 22,941 shares; 2025Q4: 23,123 shares; 2026Q1: 22,873 shares 22,873 $852K 0.09% -250 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: 8,452 shares; 2024Q4: 8,447 shares; 2025Q1: 9,539 shares; 2025Q2: 9,532 shares; 2025Q3: 10,908 shares; 2025Q4: 10,797 shares; 2026Q1: 10,979 shares 10,979 $852K 0.09% +182 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,848 shares; 2026Q1: 7,575 shares 7,575 $849K 0.09% +2,727 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: 11,570 shares; 2024Q4: 11,462 shares; 2025Q1: 11,407 shares; 2025Q2: 10,891 shares; 2025Q3: 10,936 shares; 2025Q4: 10,937 shares; 2026Q1: 11,007 shares 11,007 $849K 0.09% +70 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: 15,140 shares; 2024Q4: 14,403 shares; 2025Q1: 13,723 shares; 2025Q2: 12,421 shares; 2025Q3: 12,268 shares; 2025Q4: 12,244 shares; 2026Q1: 12,323 shares 12,323 $841K 0.09% +79 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: 2,666 shares; 2024Q4: 2,659 shares; 2025Q1: 2,679 shares; 2025Q2: 2,179 shares; 2025Q3: 2,941 shares; 2025Q4: 2,862 shares; 2026Q1: 2,884 shares 2,884 $828K 0.09% +22 Timeline IALT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,710 shares 29,710 $810K 0.09% new 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: 2,134 shares; 2024Q4: 2,110 shares; 2025Q1: 2,146 shares; 2025Q2: 2,086 shares; 2025Q3: 2,829 shares; 2025Q4: 2,516 shares; 2026Q1: 2,450 shares 2,450 $806K 0.09% -66 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: 28,010 shares; 2024Q4: 30,820 shares; 2025Q1: 31,487 shares; 2025Q2: 30,322 shares; 2025Q3: 30,322 shares; 2025Q4: 30,322 shares; 2026Q1: 29,977 shares 29,977 $805K 0.09% -345 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,645 shares; 2024Q4: 1,742 shares; 2025Q1: 1,785 shares; 2025Q2: 2,240 shares; 2025Q3: 2,044 shares; 2025Q4: 2,372 shares; 2026Q1: 2,380 shares 2,380 $804K 0.09% +8 Timeline FAUG 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: 14,878 shares; 2024Q4: 14,878 shares; 2025Q1: 14,878 shares; 2025Q2: 14,878 shares; 2025Q3: 14,878 shares; 2025Q4: 15,071 shares; 2026Q1: 14,878 shares 14,878 $770K 0.08% -193 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 74,102 shares; 2025Q3: 74,776 shares; 2025Q4: 73,779 shares; 2026Q1: 73,830 shares 73,830 $770K 0.08% +51 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: 1,198 shares; 2024Q4: 1,039 shares; 2025Q1: 1,260 shares; 2025Q2: 1,355 shares; 2025Q3: 1,295 shares; 2025Q4: 1,351 shares; 2026Q1: 1,402 shares 1,402 $770K 0.08% +51 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: 478 shares; 2024Q4: 462 shares; 2025Q1: 476 shares; 2025Q2: 497 shares; 2025Q3: 668 shares; 2025Q4: 748 shares; 2026Q1: 897 shares 897 $759K 0.08% +149 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: 6,575 shares; 2024Q4: 6,886 shares; 2025Q1: 6,979 shares; 2025Q2: 6,580 shares; 2025Q3: 10,007 shares; 2025Q4: 10,979 shares; 2026Q1: 10,930 shares 10,930 $738K 0.08% -49 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: 5,490 shares; 2024Q4: 4,233 shares; 2025Q1: 4,173 shares; 2025Q2: 3,843 shares; 2025Q3: 4,136 shares; 2025Q4: 3,747 shares; 2026Q1: 3,703 shares 3,703 $737K 0.08% -44 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 949 shares; 2025Q3: 1,062 shares; 2025Q4: 2,279 shares; 2026Q1: 2,870 shares 2,870 $729K 0.08% +591 Timeline BMNR BITMINE IMMERSION TECHS INC More: the full row for BITMINE IMMERSION TECHS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,642 shares; 2026Q1: 36,848 shares 36,848 $729K 0.08% +9,206 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 0 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: 8,609 shares; 2024Q4: 8,339 shares; 2025Q1: 8,248 shares; 2025Q2: 9,380 shares; 2025Q3: 10,559 shares; 2025Q4: 9,543 shares; 2026Q1: 9,791 shares 9,791 $704K 0.08% +248 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,348 shares; 2024Q4: 7,631 shares; 2025Q1: 7,253 shares; 2025Q2: 6,631 shares; 2025Q3: 7,407 shares; 2025Q4: 7,298 shares; 2026Q1: 7,233 shares 7,233 $697K 0.07% -65 Timeline OMAH TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,963 shares; 2025Q3: 28,915 shares; 2025Q4: 31,689 shares; 2026Q1: 38,393 shares 38,393 $692K 0.07% +6,704 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 3,124 shares; 2025Q2: 2,961 shares; 2025Q3: 7,909 shares; 2025Q4: 7,985 shares; 2026Q1: 7,022 shares 7,022 $691K 0.07% -963 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,173 shares; 2025Q1: 18,900 shares; 2025Q2: 39,700 shares; 2025Q3: 50,434 shares; 2025Q4: 56,160 shares; 2026Q1: 28,500 shares 28,500 $690K 0.07% -27,660 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,365 shares; 2024Q4: 1,422 shares; 2025Q1: 1,430 shares; 2025Q2: 1,538 shares; 2025Q3: 1,780 shares; 2025Q4: 1,875 shares; 2026Q1: 1,935 shares 1,935 $681K 0.07% +60 Timeline DSEP 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: 17,078 shares; 2024Q4: 16,803 shares; 2025Q1: 16,803 shares; 2025Q2: 16,324 shares; 2025Q3: 15,062 shares; 2025Q4: 15,056 shares; 2026Q1: 15,012 shares 15,012 $660K 0.07% -44 Timeline ENDW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,595 shares 20,595 $656K 0.07% new 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: 2,826 shares; 2024Q4: 2,826 shares; 2025Q1: 2,826 shares; 2025Q2: 2,832 shares; 2025Q3: 3,617 shares; 2025Q4: 3,618 shares; 2026Q1: 3,139 shares 3,139 $649K 0.07% -479 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: 4,778 shares; 2024Q4: 5,164 shares; 2025Q1: 4,834 shares; 2025Q2: 4,179 shares; 2025Q3: 4,795 shares; 2025Q4: 5,041 shares; 2026Q1: 4,586 shares 4,586 $639K 0.07% -455 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 697 shares; 2025Q1: 671 shares; 2025Q2: 529 shares; 2025Q3: 712 shares; 2025Q4: 718 shares; 2026Q1: 727 shares 727 $635K 0.07% +9 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 5,598 shares; 2025Q1: 5,478 shares; 2025Q2: 8,030 shares; 2025Q3: 8,371 shares; 2025Q4: 8,439 shares; 2026Q1: 6,629 shares 6,629 $634K 0.07% -1,810 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 897 shares; 2024Q4: 898 shares; 2025Q1: 816 shares; 2025Q2: 733 shares; 2025Q3: 1,053 shares; 2025Q4: 1,107 shares; 2026Q1: 906 shares 906 $632K 0.07% -201 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,106 shares; 2025Q4: 16,165 shares; 2026Q1: 6,233 shares 6,233 $629K 0.07% -9,932 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,848 shares; 2025Q4: 8,591 shares; 2026Q1: 7,979 shares 7,979 $629K 0.07% -612 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,123 shares; 2025Q3: 5,408 shares; 2025Q4: 6,713 shares; 2026Q1: 6,713 shares 6,713 $616K 0.07% 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: 5,995 shares; 2024Q4: 5,737 shares; 2025Q1: 5,813 shares; 2025Q2: 5,857 shares; 2025Q3: 7,555 shares; 2025Q4: 8,016 shares; 2026Q1: 8,043 shares 8,043 $612K 0.07% +27 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,345 shares; 2025Q4: 27,584 shares; 2026Q1: 23,440 shares 23,440 $601K 0.06% -4,144 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,897 shares; 2025Q2: 94,354 shares; 2025Q3: 12,062 shares; 2025Q4: 12,062 shares; 2026Q1: 11,259 shares 11,259 $600K 0.06% -803 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,262 shares; 2025Q1: 2,174 shares; 2025Q2: 2,081 shares; 2025Q3: 2,663 shares; 2025Q4: 2,737 shares; 2026Q1: 2,903 shares 2,903 $591K 0.06% +166 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: 347 shares; 2024Q4: 294 shares; 2025Q1: 308 shares; 2025Q2: 406 shares; 2025Q3: 417 shares; 2025Q4: 414 shares; 2026Q1: 445 shares 445 $587K 0.06% +31 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: 7,409 shares; 2024Q4: 6,500 shares; 2025Q1: 6,982 shares; 2025Q2: 7,297 shares; 2025Q3: 8,466 shares; 2025Q4: 8,494 shares; 2026Q1: 9,143 shares 9,143 $586K 0.06% +649 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,335 shares; 2026Q1: 24,220 shares 24,220 $580K 0.06% +7,885 Timeline ENFR 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: 13,072 shares; 2024Q4: 14,177 shares; 2025Q1: 14,329 shares; 2025Q2: 12,179 shares; 2025Q3: 14,197 shares; 2025Q4: 15,435 shares; 2026Q1: 15,016 shares 15,016 $574K 0.06% -419 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,959 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 7,959 shares; 2025Q3: 7,959 shares; 2025Q4: 7,164 shares; 2026Q1: 7,989 shares 7,989 $572K 0.06% +825 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,410 shares; 2025Q4: 2,343 shares; 2026Q1: 2,352 shares 2,352 $571K 0.06% +9 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: 6,417 shares; 2024Q4: 8,019 shares; 2025Q1: 8,953 shares; 2025Q2: 8,386 shares; 2025Q3: 8,290 shares; 2025Q4: 8,171 shares; 2026Q1: 8,182 shares 8,182 $571K 0.06% +11 Timeline UAUG 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: 244,943 shares; 2024Q4: 244,445 shares; 2025Q1: 19,387 shares; 2025Q2: 15,723 shares; 2025Q3: 15,706 shares; 2025Q4: 14,504 shares; 2026Q1: 14,504 shares 14,504 $571K 0.06% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,193 shares; 2024Q4: 30,369 shares; 2025Q1: 30,978 shares; 2025Q2: 32,609 shares; 2025Q3: 32,731 shares; 2025Q4: 30,423 shares; 2026Q1: 25,283 shares 25,283 $569K 0.06% -5,140 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: 9,829 shares; 2024Q4: 10,305 shares; 2025Q1: 10,306 shares; 2025Q2: 10,239 shares; 2025Q3: 11,817 shares; 2025Q4: 11,824 shares; 2026Q1: 11,634 shares 11,634 $567K 0.06% -190 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 reported; 2024Q4: 10,510 shares; 2025Q1: 10,583 shares; 2025Q2: 10,656 shares; 2025Q3: 10,730 shares; 2025Q4: 10,809 shares; 2026Q1: 10,884 shares 10,884 $549K 0.06% +75 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 6,992 shares; 2025Q1: 11,902 shares; 2025Q2: 12,058 shares; 2025Q3: 11,914 shares; 2025Q4: 12,184 shares; 2026Q1: 11,532 shares 11,532 $548K 0.06% -652 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 reported; 2024Q4: 4,977 shares; 2025Q1: 4,996 shares; 2025Q2: 5,025 shares; 2025Q3: 5,056 shares; 2025Q4: 5,100 shares; 2026Q1: 5,121 shares 5,121 $545K 0.06% +21 Timeline ACYN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,750 shares 26,750 $545K 0.06% new Timeline ALLW SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,802 shares 18,802 $542K 0.06% new Timeline TOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 4,093 shares; 2025Q1: 3,991 shares; 2025Q2: 4,026 shares; 2025Q3: 4,026 shares; 2025Q4: 4,054 shares; 2026Q1: 4,054 shares 4,054 $540K 0.06% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,454 shares; 2025Q4: 12,907 shares; 2026Q1: 12,907 shares 12,907 $538K 0.06% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,407 shares; 2025Q1: 1,395 shares; 2025Q2: 1,376 shares; 2025Q3: 2,200 shares; 2025Q4: 2,238 shares; 2026Q1: 2,238 shares 2,238 $537K 0.06% 0 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,425 shares; 2025Q4: 18,105 shares; 2026Q1: 18,266 shares 18,266 $526K 0.06% +161 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: 3,472 shares; 2024Q4: 3,567 shares; 2025Q1: 3,799 shares; 2025Q2: 4,053 shares; 2025Q3: 4,021 shares; 2025Q4: 4,082 shares; 2026Q1: 4,076 shares 4,076 $525K 0.06% -6 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,901 shares; 2025Q4: 9,895 shares; 2026Q1: 13,658 shares 13,658 $525K 0.06% +3,763 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,889 shares; 2025Q4: 13,212 shares; 2026Q1: 12,815 shares 12,815 $517K 0.06% -397 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: 7,606 shares; 2024Q4: 8,361 shares; 2025Q1: 8,433 shares; 2025Q2: 11,243 shares; 2025Q3: 12,296 shares; 2025Q4: 11,638 shares; 2026Q1: 11,046 shares 11,046 $504K 0.05% -592 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,504 shares; 2025Q4: 7,019 shares; 2026Q1: 8,110 shares 8,110 $503K 0.05% +1,091 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: 15,311 shares; 2024Q4: 15,826 shares; 2025Q1: 12,949 shares; 2025Q2: 12,723 shares; 2025Q3: 13,535 shares; 2025Q4: 12,374 shares; 2026Q1: 8,155 shares 8,155 $495K 0.05% -4,219 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,632 shares; 2024Q4: 2,351 shares; 2025Q1: 2,352 shares; 2025Q2: 2,651 shares; 2025Q3: 2,676 shares; 2025Q4: 3,456 shares; 2026Q1: 3,468 shares 3,468 $494K 0.05% +12 Timeline QCLN 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: 13,355 shares; 2024Q4: 12,635 shares; 2025Q1: 12,081 shares; 2025Q2: 12,081 shares; 2025Q3: 11,106 shares; 2025Q4: 10,382 shares; 2026Q1: 10,507 shares 10,507 $488K 0.05% +125 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 4,848 shares; 2025Q1: 3,540 shares; 2025Q2: 3,540 shares; 2025Q3: 4,016 shares; 2025Q4: 5,008 shares; 2026Q1: 5,248 shares 5,248 $487K 0.05% +240 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,727 shares; 2025Q3: 1,735 shares; 2025Q4: 1,868 shares; 2026Q1: 1,908 shares 1,908 $478K 0.05% +40 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 reported; 2024Q4: 335 shares; 2025Q1: 388 shares; 2025Q2: 406 shares; 2025Q3: 452 shares; 2025Q4: 493 shares; 2026Q1: 497 shares 497 $478K 0.05% +4 Timeline FLQM 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: 3,744 shares; 2024Q4: not reported; 2025Q1: 6,041 shares; 2025Q2: 4,021 shares; 2025Q3: 3,998 shares; 2025Q4: 4,013 shares; 2026Q1: 8,691 shares 8,691 $477K 0.05% +4,678 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,798 shares; 2024Q4: 3,754 shares; 2025Q1: 3,773 shares; 2025Q2: 3,876 shares; 2025Q3: 3,994 shares; 2025Q4: 4,205 shares; 2026Q1: 4,099 shares 4,099 $471K 0.05% -106 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,066 shares; 2024Q4: 49,985 shares; 2025Q1: 49,985 shares; 2025Q2: 48,973 shares; 2025Q3: 48,949 shares; 2025Q4: 50,437 shares; 2026Q1: 45,393 shares 45,393 $463K 0.05% -5,044 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,162 shares; 2026Q1: 3,450 shares 3,450 $460K 0.05% +1,288 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,297 shares; 2025Q1: 9,297 shares; 2025Q2: 9,297 shares; 2025Q3: 9,372 shares; 2025Q4: 9,372 shares; 2026Q1: 9,349 shares 9,349 $458K 0.05% -23 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,539 shares; 2024Q4: 63,622 shares; 2025Q1: 383,090 shares; 2025Q2: 38,841 shares; 2025Q3: 26,465 shares; 2025Q4: 23,448 shares; 2026Q1: 16,947 shares 16,947 $457K 0.05% -6,501 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,979 shares; 2024Q4: 17,475 shares; 2025Q1: 19,407 shares; 2025Q2: 17,217 shares; 2025Q3: 3,811 shares; 2025Q4: 3,746 shares; 2026Q1: 3,746 shares 3,746 $454K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,119 shares; 2025Q4: 2,173 shares; 2026Q1: 2,174 shares 2,174 $452K 0.05% +1 Timeline PXH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,066 shares; 2024Q4: 17,912 shares; 2025Q1: 17,078 shares; 2025Q2: 16,906 shares; 2025Q3: 16,717 shares; 2025Q4: 16,740 shares; 2026Q1: 16,787 shares 16,787 $452K 0.05% +47 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,453 shares; 2024Q4: 9,884 shares; 2025Q1: 11,752 shares; 2025Q2: 11,874 shares; 2025Q3: 12,675 shares; 2025Q4: 13,353 shares; 2026Q1: 13,353 shares 13,353 $452K 0.05% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,728 shares; 2024Q4: 26,063 shares; 2025Q1: 24,174 shares; 2025Q2: 24,418 shares; 2025Q3: 24,689 shares; 2025Q4: 24,253 shares; 2026Q1: 22,950 shares 22,950 $450K 0.05% -1,303 Timeline PNQI 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: 13,729 shares; 2024Q4: 13,139 shares; 2025Q1: 12,936 shares; 2025Q2: 9,915 shares; 2025Q3: 9,915 shares; 2025Q4: 9,915 shares; 2026Q1: 9,915 shares 9,915 $443K 0.05% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,127 shares; 2024Q4: 1,082 shares; 2025Q1: 1,186 shares; 2025Q2: 1,129 shares; 2025Q3: 1,346 shares; 2025Q4: 1,334 shares; 2026Q1: 1,410 shares 1,410 $438K 0.05% +76 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: 2,711 shares; 2024Q4: 2,732 shares; 2025Q1: 2,796 shares; 2025Q2: 2,804 shares; 2025Q3: 3,167 shares; 2025Q4: 3,175 shares; 2026Q1: 3,326 shares 3,326 $435K 0.05% +151 Timeline ELM SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,947 shares 15,947 $432K 0.05% new 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: 7,915 shares; 2024Q4: 5,546 shares; 2025Q1: 6,830 shares; 2025Q2: 24,113 shares; 2025Q3: 15,715 shares; 2025Q4: 13,767 shares; 2026Q1: 8,920 shares 8,920 $429K 0.05% -4,847 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: 3,305 shares; 2024Q4: 3,162 shares; 2025Q1: 3,144 shares; 2025Q2: 3,159 shares; 2025Q3: 4,227 shares; 2025Q4: 4,173 shares; 2026Q1: 4,142 shares 4,142 $425K 0.05% -31 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,179 shares; 2026Q1: 5,094 shares 5,094 $422K 0.05% -85 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,008 shares; 2025Q2: 3,117 shares; 2025Q3: 3,693 shares; 2025Q4: 3,706 shares; 2026Q1: 3,712 shares 3,712 $421K 0.05% +6 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,229 shares; 2026Q1: 17,229 shares 17,229 $418K 0.04% 0 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,299 shares; 2024Q4: 8,540 shares; 2025Q1: 8,975 shares; 2025Q2: 12,127 shares; 2025Q3: not reported; 2025Q4: 12,336 shares; 2026Q1: 11,729 shares 11,729 $416K 0.04% -607 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: 2,331 shares; 2024Q4: 2,291 shares; 2025Q1: 2,456 shares; 2025Q2: 2,277 shares; 2025Q3: 3,057 shares; 2025Q4: 2,607 shares; 2026Q1: 2,673 shares 2,673 $415K 0.04% +66 Timeline DFEB 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: 11,083 shares; 2024Q4: 11,080 shares; 2025Q1: 10,816 shares; 2025Q2: 10,361 shares; 2025Q3: 10,028 shares; 2025Q4: 9,152 shares; 2026Q1: 8,470 shares 8,470 $401K 0.04% -682 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,597 shares; 2025Q4: 18,597 shares; 2026Q1: 18,597 shares 18,597 $394K 0.04% 0 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: 922 shares; 2024Q4: 961 shares; 2025Q1: 1,033 shares; 2025Q2: 809 shares; 2025Q3: 774 shares; 2025Q4: 766 shares; 2026Q1: 697 shares 697 $393K 0.04% -69 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: 1,839 shares; 2024Q4: 1,866 shares; 2025Q1: 1,840 shares; 2025Q2: 1,844 shares; 2025Q3: 1,857 shares; 2025Q4: 1,837 shares; 2026Q1: 1,839 shares 1,839 $388K 0.04% +2 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,853 shares 2,853 $388K 0.04% new Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,086 shares; 2025Q4: 9,489 shares; 2026Q1: 9,192 shares 9,192 $388K 0.04% -297 Timeline ATFV THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,439 shares; 2026Q1: 12,320 shares 12,320 $386K 0.04% +2,881 Timeline MAMA MAMAS CREATIONS INC More: the full row for MAMAS CREATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $384K 0.04% 0 Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,747 shares; 2025Q2: 13,747 shares; 2025Q3: 15,032 shares; 2025Q4: 16,208 shares; 2026Q1: 22,618 shares 22,618 $382K 0.04% +6,410 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,557 shares; 2025Q4: 8,907 shares; 2026Q1: 11,699 shares 11,699 $378K 0.04% +2,792 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: 1,628 shares; 2024Q4: 1,651 shares; 2025Q1: 1,846 shares; 2025Q2: 1,876 shares; 2025Q3: 1,958 shares; 2025Q4: 1,664 shares; 2026Q1: 2,563 shares 2,563 $377K 0.04% +899 Timeline BUFD 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: 15,250 shares; 2024Q4: 15,100 shares; 2025Q1: 15,100 shares; 2025Q2: 15,100 shares; 2025Q3: 13,335 shares; 2025Q4: 13,309 shares; 2026Q1: 13,307 shares 13,307 $373K 0.04% -2 Timeline BALI 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 reported; 2024Q4: not reported; 2025Q1: 8,484 shares; 2025Q2: 8,633 shares; 2025Q3: 13,004 shares; 2025Q4: 11,846 shares; 2026Q1: 12,070 shares 12,070 $372K 0.04% +224 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,033 shares; 2025Q4: 8,994 shares; 2026Q1: 10,021 shares 10,021 $369K 0.04% +1,027 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,977 shares; 2025Q1: not reported; 2025Q2: 3,196 shares; 2025Q3: 2,560 shares; 2025Q4: 2,773 shares; 2026Q1: 2,996 shares 2,996 $368K 0.04% +223 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,421 shares; 2025Q4: 3,324 shares; 2026Q1: 5,654 shares 5,654 $366K 0.04% +2,330 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,632 shares; 2026Q1: 3,402 shares 3,402 $361K 0.04% -230 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,628 shares; 2024Q4: 1,651 shares; 2025Q1: 1,552 shares; 2025Q2: 1,542 shares; 2025Q3: 1,573 shares; 2025Q4: 1,535 shares; 2026Q1: 1,525 shares 1,525 $360K 0.04% -10 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,750 shares; 2025Q2: 9,750 shares; 2025Q3: 9,750 shares; 2025Q4: 9,496 shares; 2026Q1: 7,275 shares 7,275 $359K 0.04% -2,221 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,622 shares 7,622 $358K 0.04% new 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: 21,350 shares; 2024Q4: 20,963 shares; 2025Q1: 20,565 shares; 2025Q2: 20,712 shares; 2025Q3: 19,670 shares; 2025Q4: 16,833 shares; 2026Q1: 17,065 shares 17,065 $358K 0.04% +232 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 504 shares 504 $357K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 989 shares; 2025Q1: 1,189 shares; 2025Q2: 1,330 shares; 2025Q3: 2,092 shares; 2025Q4: 2,084 shares; 2026Q1: 1,893 shares 1,893 $353K 0.04% -191 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,746 shares; 2025Q4: 2,632 shares; 2026Q1: 2,633 shares 2,633 $348K 0.04% +1 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,765 shares; 2025Q3: 6,640 shares; 2025Q4: 6,557 shares; 2026Q1: 6,479 shares 6,479 $345K 0.04% -78 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,366 shares; 2024Q4: 1,367 shares; 2025Q1: 1,355 shares; 2025Q2: 52,368 shares; 2025Q3: 52,155 shares; 2025Q4: 102,677 shares; 2026Q1: 3,150 shares 3,150 $343K 0.04% -99,527 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,156 shares; 2024Q4: 1,157 shares; 2025Q1: 1,148 shares; 2025Q2: 1,149 shares; 2025Q3: 1,160 shares; 2025Q4: 1,164 shares; 2026Q1: 1,170 shares 1,170 $341K 0.04% +6 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: 1,914 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,002 shares; 2025Q3: 2,111 shares; 2025Q4: 2,112 shares; 2026Q1: 2,070 shares 2,070 $340K 0.04% -42 Timeline NULV 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: 14,571 shares; 2024Q4: 19,058 shares; 2025Q1: 15,744 shares; 2025Q2: 26,552 shares; 2025Q3: 7,551 shares; 2025Q4: 7,440 shares; 2026Q1: 7,440 shares 7,440 $339K 0.04% 0 Timeline FBCG 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 reported; 2024Q4: not reported; 2025Q1: 45,279 shares; 2025Q2: 71,547 shares; 2025Q3: 17,387 shares; 2025Q4: 17,138 shares; 2026Q1: 6,683 shares 6,683 $335K 0.04% -10,455 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,360 shares; 2025Q4: 2,765 shares; 2026Q1: 2,765 shares 2,765 $334K 0.04% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,141 shares; 2026Q1: 11,076 shares 11,076 $327K 0.04% -65 Timeline IDV 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: 18,358 shares; 2024Q4: 16,181 shares; 2025Q1: 10,115 shares; 2025Q2: 8,825 shares; 2025Q3: 8,747 shares; 2025Q4: 7,870 shares; 2026Q1: 7,645 shares 7,645 $325K 0.03% -225 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,259 shares; 2025Q1: 8,290 shares; 2025Q2: 10,745 shares; 2025Q3: 10,684 shares; 2025Q4: 10,597 shares; 2026Q1: 7,103 shares 7,103 $323K 0.03% -3,494 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,358 shares; 2025Q3: 2,908 shares; 2025Q4: 2,066 shares; 2026Q1: 2,066 shares 2,066 $320K 0.03% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,129 shares; 2024Q4: 3,241 shares; 2025Q1: 3,167 shares; 2025Q2: 2,836 shares; 2025Q3: 2,883 shares; 2025Q4: 2,801 shares; 2026Q1: 2,801 shares 2,801 $317K 0.03% 0 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 reported; 2024Q4: not reported; 2025Q1: 1,067 shares; 2025Q2: 1,022 shares; 2025Q3: 1,097 shares; 2025Q4: 1,296 shares; 2026Q1: 1,397 shares 1,397 $316K 0.03% +101 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,289 shares; 2024Q4: 53,191 shares; 2025Q1: 5,849 shares; 2025Q2: 4,680 shares; 2025Q3: 4,674 shares; 2025Q4: 4,339 shares; 2026Q1: 4,339 shares 4,339 $310K 0.03% 0 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,431 shares; 2025Q4: 1,681 shares; 2026Q1: 1,885 shares 1,885 $308K 0.03% +204 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,197 shares; 2025Q4: 1,253 shares; 2026Q1: 1,261 shares 1,261 $308K 0.03% +8 Timeline MDYG 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: 5,569 shares; 2024Q4: 5,480 shares; 2025Q1: 5,185 shares; 2025Q2: 3,468 shares; 2025Q3: 3,418 shares; 2025Q4: 3,368 shares; 2026Q1: 3,193 shares 3,193 $306K 0.03% -175 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,485 shares; 2025Q2: 1,459 shares; 2025Q3: 1,515 shares; 2025Q4: 1,513 shares; 2026Q1: 1,547 shares 1,547 $306K 0.03% +34 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,661 shares; 2025Q1: 3,520 shares; 2025Q2: 2,986 shares; 2025Q3: 3,048 shares; 2025Q4: 2,955 shares; 2026Q1: 2,980 shares 2,980 $305K 0.03% +25 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,117 shares; 2024Q4: 30,192 shares; 2025Q1: 32,910 shares; 2025Q2: 23,482 shares; 2025Q3: 24,874 shares; 2025Q4: 24,921 shares; 2026Q1: 24,432 shares 24,432 $303K 0.03% -489 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,742 shares; 2025Q4: 6,837 shares; 2026Q1: 3,579 shares 3,579 $303K 0.03% -3,258 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,123 shares; 2026Q1: 2,823 shares 2,823 $299K 0.03% +700 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,527 shares; 2025Q4: 8,681 shares; 2026Q1: 5,153 shares 5,153 $298K 0.03% -3,528 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,981 shares; 2024Q4: 24,686 shares; 2025Q1: 18,928 shares; 2025Q2: 15,025 shares; 2025Q3: 12,572 shares; 2025Q4: 12,637 shares; 2026Q1: 6,740 shares 6,740 $297K 0.03% -5,897 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,317 shares; 2024Q4: 18,684 shares; 2025Q1: 19,061 shares; 2025Q2: 19,449 shares; 2025Q3: 20,717 shares; 2025Q4: 21,096 shares; 2026Q1: 21,512 shares 21,512 $297K 0.03% +416 Timeline XDEC 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: 19,418 shares; 2024Q4: 12,332 shares; 2025Q1: 10,170 shares; 2025Q2: 8,143 shares; 2025Q3: 7,627 shares; 2025Q4: 7,535 shares; 2026Q1: 7,306 shares 7,306 $295K 0.03% -229 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 reported; 2024Q4: 10,575 shares; 2025Q1: 10,575 shares; 2025Q2: 10,575 shares; 2025Q3: 10,575 shares; 2025Q4: 10,575 shares; 2026Q1: 10,575 shares 10,575 $295K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,375 shares; 2025Q1: not reported; 2025Q2: 1,499 shares; 2025Q3: 1,740 shares; 2025Q4: 1,774 shares; 2026Q1: 1,825 shares 1,825 $293K 0.03% +51 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 reported; 2024Q4: not reported; 2025Q1: 2,657 shares; 2025Q2: 2,851 shares; 2025Q3: 3,020 shares; 2025Q4: 3,058 shares; 2026Q1: 3,104 shares 3,104 $292K 0.03% +46 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,289 shares 3,289 $290K 0.03% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,536 shares; 2025Q1: 1,728 shares; 2025Q2: 2,115 shares; 2025Q3: 1,844 shares; 2025Q4: 1,683 shares; 2026Q1: 1,863 shares 1,863 $281K 0.03% +180 Timeline EMHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,985 shares 6,985 $275K 0.03% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,423 shares; 2025Q4: 2,976 shares; 2026Q1: 2,807 shares 2,807 $273K 0.03% -169 Timeline QDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,643 shares; 2025Q1: 11,086 shares; 2025Q2: 11,534 shares; 2025Q3: 11,534 shares; 2025Q4: 12,121 shares; 2026Q1: 10,173 shares 10,173 $271K 0.03% -1,948 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 494 shares; 2024Q4: 500 shares; 2025Q1: 504 shares; 2025Q2: 498 shares; 2025Q3: 547 shares; 2025Q4: 545 shares; 2026Q1: 546 shares 546 $271K 0.03% +1 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: 1,938 shares; 2024Q4: 1,768 shares; 2025Q1: 1,873 shares; 2025Q2: not reported; 2025Q3: 1,822 shares; 2025Q4: 1,863 shares; 2026Q1: 1,817 shares 1,817 $264K 0.03% -46 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: 807 shares; 2024Q4: 812 shares; 2025Q1: 891 shares; 2025Q2: 686 shares; 2025Q3: 865 shares; 2025Q4: 839 shares; 2026Q1: 869 shares 869 $263K 0.03% +30 Timeline ICOW 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: 311,739 shares; 2024Q4: 343,267 shares; 2025Q1: 251,773 shares; 2025Q2: 41,310 shares; 2025Q3: 7,127 shares; 2025Q4: 6,525 shares; 2026Q1: 6,177 shares 6,177 $262K 0.03% -348 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 462 shares; 2024Q4: 467 shares; 2025Q1: 504 shares; 2025Q2: 501 shares; 2025Q3: 530 shares; 2025Q4: 2,435 shares; 2026Q1: 2,487 shares 2,487 $260K 0.03% +52 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: 5,001 shares; 2024Q4: 4,279 shares; 2025Q1: 3,636 shares; 2025Q2: 3,450 shares; 2025Q3: 3,560 shares; 2025Q4: 3,513 shares; 2026Q1: 3,532 shares 3,532 $257K 0.03% +19 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,973 shares; 2024Q4: 6,973 shares; 2025Q1: 7,651 shares; 2025Q2: 7,409 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares; 2026Q1: 7,016 shares 7,016 $254K 0.03% -393 Timeline FRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,600 shares; 2025Q4: 8,881 shares; 2026Q1: 8,864 shares 8,864 $252K 0.03% -17 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,842 shares; 2025Q4: 1,851 shares; 2026Q1: 1,657 shares 1,657 $251K 0.03% -194 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,283 shares; 2026Q1: 20,145 shares 20,145 $250K 0.03% +9,862 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,305 shares; 2025Q4: 1,223 shares; 2026Q1: 1,267 shares 1,267 $244K 0.03% +44 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: 2,037 shares; 2024Q4: 2,037 shares; 2025Q1: 2,037 shares; 2025Q2: 2,017 shares; 2025Q3: 2,017 shares; 2025Q4: 2,116 shares; 2026Q1: 2,419 shares 2,419 $243K 0.03% +303 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,652 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,757 shares; 2025Q4: 4,759 shares; 2026Q1: 4,734 shares 4,734 $240K 0.03% -25 Timeline AGGA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,729 shares; 2025Q3: 9,626 shares; 2025Q4: 9,637 shares; 2026Q1: 9,475 shares 9,475 $238K 0.03% -162 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,508 shares 2,508 $233K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,600 shares; 2025Q4: 3,702 shares; 2026Q1: 3,764 shares 3,764 $233K 0.03% +62 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 6,659 shares; 2025Q1: 6,193 shares; 2025Q2: 4,160 shares; 2025Q3: 4,054 shares; 2025Q4: 4,032 shares; 2026Q1: 3,926 shares 3,926 $232K 0.02% -106 Timeline CURE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,434 shares; 2024Q4: 2,443 shares; 2025Q1: 2,443 shares; 2025Q2: not reported; 2025Q3: 2,471 shares; 2025Q4: 2,477 shares; 2026Q1: 2,485 shares 2,485 $228K 0.02% +8 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: 344 shares; 2024Q4: 342 shares; 2025Q1: 339 shares; 2025Q2: 339 shares; 2025Q3: 413 shares; 2025Q4: 416 shares; 2026Q1: 526 shares 526 $228K 0.02% +110 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,090 shares; 2025Q4: 27,903 shares; 2026Q1: 10,949 shares 10,949 $226K 0.02% -16,954 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 954 shares; 2025Q3: 954 shares; 2025Q4: 954 shares; 2026Q1: 954 shares 954 $225K 0.02% 0 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,640 shares; 2024Q4: 12,344 shares; 2025Q1: 12,580 shares; 2025Q2: 36,813 shares; 2025Q3: 34,991 shares; 2025Q4: 8,062 shares; 2026Q1: 4,958 shares 4,958 $224K 0.02% -3,104 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,479 shares; 2026Q1: 3,467 shares 3,467 $223K 0.02% -12 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: 818 shares; 2024Q4: 653 shares; 2025Q1: 658 shares; 2025Q2: 477 shares; 2025Q3: 470 shares; 2025Q4: 446 shares; 2026Q1: 483 shares 483 $223K 0.02% +37 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,422 shares; 2024Q4: 21,083 shares; 2025Q1: 5,018 shares; 2025Q2: 127,451 shares; 2025Q3: 14,586 shares; 2025Q4: 13,469 shares; 2026Q1: 4,593 shares 4,593 $223K 0.02% -8,876 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 674 shares; 2026Q1: 677 shares 677 $221K 0.02% +3 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 491 shares; 2026Q1: 494 shares 494 $221K 0.02% +3 Timeline TECL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,321 shares; 2025Q1: not reported; 2025Q2: 2,330 shares; 2025Q3: 2,335 shares; 2025Q4: 2,500 shares; 2026Q1: 2,504 shares 2,504 $217K 0.02% +4 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,229 shares; 2025Q3: 3,239 shares; 2025Q4: 3,032 shares; 2026Q1: 3,456 shares 3,456 $217K 0.02% +424 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,037 shares; 2025Q4: 6,346 shares; 2026Q1: 4,379 shares 4,379 $212K 0.02% -1,967 Timeline FVAL 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,392 shares; 2025Q4: 3,044 shares; 2026Q1: 3,044 shares 3,044 $211K 0.02% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,482 shares; 2026Q1: 2,322 shares 2,322 $210K 0.02% -160 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: not reported; 2025Q1: 2,245 shares; 2025Q2: 2,259 shares; 2025Q3: 2,371 shares; 2025Q4: not reported; 2026Q1: 2,341 shares 2,341 $210K 0.02% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,404 shares; 2025Q4: 2,454 shares; 2026Q1: 2,469 shares 2,469 $210K 0.02% +15 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,306 shares 2,306 $208K 0.02% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $207K 0.02% 0 Timeline MFIC MIDCAP FINANCIAL INVSTMNT CO More: the full row for MIDCAP FINANCIAL INVSTMNT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,844 shares; 2024Q4: 17,060 shares; 2025Q1: 17,290 shares; 2025Q2: 17,539 shares; 2025Q3: 17,803 shares; 2025Q4: 18,092 shares; 2026Q1: 18,341 shares 18,341 $206K 0.02% +249 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,020 shares 3,020 $206K 0.02% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,212 shares 5,212 $205K 0.02% new Timeline ECOW 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,698 shares 7,698 $205K 0.02% new Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,072 shares; 2025Q4: 1,080 shares; 2026Q1: 1,098 shares 1,098 $203K 0.02% +18 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,400 shares 5,400 $202K 0.02% new Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 616 shares 616 $201K 0.02% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,629 shares 3,629 $200K 0.02% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,654 shares; 2024Q4: 10,654 shares; 2025Q1: 10,674 shares; 2025Q2: 10,674 shares; 2025Q3: 10,674 shares; 2025Q4: 10,674 shares; 2026Q1: 10,674 shares 10,674 $195K 0.02% 0 Timeline PFFD 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: 9,882 shares; 2024Q4: 10,022 shares; 2025Q1: 10,111 shares; 2025Q2: 10,084 shares; 2025Q3: 10,229 shares; 2025Q4: 10,209 shares; 2026Q1: 10,357 shares 10,357 $191K 0.02% +148 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,000 shares 21,000 $190K 0.02% new Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,999 shares; 2024Q4: 18,999 shares; 2025Q1: 26,171 shares; 2025Q2: 27,276 shares; 2025Q3: 28,867 shares; 2025Q4: 28,952 shares; 2026Q1: 30,949 shares 30,949 $172K 0.02% +1,997 Timeline PDO PIMCO DYNAMIC INCOME OPRNTS More: the full row for PIMCO DYNAMIC INCOME OPRNTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,241 shares; 2024Q4: 13,167 shares; 2025Q1: 13,167 shares; 2025Q2: 13,167 shares; 2025Q3: 13,167 shares; 2025Q4: 13,167 shares; 2026Q1: 13,167 shares 13,167 $170K 0.02% 0 Timeline SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,415 shares; 2025Q3: 6,115 shares; 2025Q4: not reported; 2026Q1: 15,293 shares 15,293 $166K 0.02% new Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,549 shares; 2024Q4: 26,549 shares; 2025Q1: 27,785 shares; 2025Q2: 28,024 shares; 2025Q3: 28,024 shares; 2025Q4: 28,024 shares; 2026Q1: 28,024 shares 28,024 $149K 0.02% 0 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,674 shares; 2024Q4: 14,926 shares; 2025Q1: 15,162 shares; 2025Q2: 13,672 shares; 2025Q3: 13,881 shares; 2025Q4: 13,647 shares; 2026Q1: 14,130 shares 14,130 $134K 0.01% +483 Timeline DHC DIVERSIFIED HEALTHCARE TR More: the full row for DIVERSIFIED HEALTHCARE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,400 shares; 2024Q4: 18,400 shares; 2025Q1: 18,400 shares; 2025Q2: 18,400 shares; 2025Q3: 18,400 shares; 2025Q4: 18,400 shares; 2026Q1: 18,400 shares 18,400 $122K 0.01% 0 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,121 shares; 2024Q4: 13,242 shares; 2025Q1: 12,222 shares; 2025Q2: 12,226 shares; 2025Q3: 11,362 shares; 2025Q4: 11,341 shares; 2026Q1: 11,464 shares 11,464 $117K 0.01% +123 Timeline XAGDX ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,366 shares; 2025Q3: 10,391 shares; 2025Q4: 10,410 shares; 2026Q1: 10,449 shares 10,449 $113K 0.01% +39 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,231 shares; 2024Q4: 29,231 shares; 2025Q1: 37,368 shares; 2025Q2: 37,368 shares; 2025Q3: 37,368 shares; 2025Q4: 37,368 shares; 2026Q1: 37,368 shares 37,368 $109K 0.01% 0 Timeline NPCT NUVEEN CORE PLUS IMPACT FUND More: the full row for NUVEEN CORE PLUS IMPACT FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,605 shares; 2024Q4: 20,205 shares; 2025Q1: 12,767 shares; 2025Q2: 10,267 shares; 2025Q3: 10,267 shares; 2025Q4: 10,267 shares; 2026Q1: 10,267 shares 10,267 $105K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,656 shares; 2024Q4: 12,656 shares; 2025Q1: 14,419 shares; 2025Q2: 14,439 shares; 2025Q3: 14,439 shares; 2025Q4: 12,080 shares; 2026Q1: 12,080 shares 12,080 $97.1K 0.01% 0 Timeline SIGA SIGA TECHNOLOGIES INC More: the full row for SIGA TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 13,000 shares; 2025Q4: 13,000 shares; 2026Q1: 13,000 shares 13,000 $69.5K 0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,250 shares 10,250 $65.4K 0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,603 shares; 2024Q4: 17,556 shares; 2025Q1: 15,086 shares; 2025Q2: 11,236 shares; 2025Q3: 10,736 shares; 2025Q4: 10,733 shares; 2026Q1: 10,733 shares 10,733 $64.7K 0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,500 shares; 2025Q3: 17,500 shares; 2025Q4: 17,200 shares; 2026Q1: 19,200 shares 19,200 $58.9K 0.01% +2,000 Timeline SG SWEETGREEN INC More: the full row for SWEETGREEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,798 shares; 2025Q4: not reported; 2026Q1: 10,800 shares 10,800 $56.1K 0.01% new Timeline PSEC PROSPECT CAP CORP More: the full row for PROSPECT CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,672 shares; 2026Q1: 15,872 shares 15,872 $41.4K <0.01% +200 Timeline EVC ENTRAVISION COMMUNICATIONS C More: the full row for ENTRAVISION COMMUNICATIONS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,950 shares; 2024Q4: 11,950 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $35.6K <0.01% 0 Timeline AKBA AKEBIA THREAPEUTICS INC More: the full row for AKEBIA THREAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $20.9K <0.01% 0 Timeline CLWT EURO TECH HOLDINGS CO LTD More: the full row for EURO TECH HOLDINGS CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,074 shares; 2024Q4: 12,400 shares; 2025Q1: 14,225 shares; 2025Q2: 15,300 shares; 2025Q3: 15,300 shares; 2025Q4: 15,300 shares; 2026Q1: 16,900 shares 16,900 $19.8K <0.01% +1,600 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $14.9K <0.01% 0 Timeline TLPH TALPHERA INC More: the full row for TALPHERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,000 shares; 2025Q2: 10,300 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 11,500 shares 11,500 $8.59K <0.01% 0 Timeline