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: 222,796 shares; 2024Q4: 222,692 shares; 2025Q1: 233,449 shares; 2025Q2: 215,246 shares; 2025Q3: 343,567 shares; 2025Q4: 334,772 shares; 2026Q1: 318,535 shares 318,535 $55.6M 4.43% -16,237 Timeline QUS 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: 183,052 shares; 2024Q4: 203,781 shares; 2025Q1: 217,151 shares; 2025Q2: 244,173 shares; 2025Q3: 264,000 shares; 2025Q4: 298,342 shares; 2026Q1: 317,764 shares 317,764 $54.5M 4.35% +19,422 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: 13,919 shares; 2024Q4: 142,687 shares; 2025Q1: 324,725 shares; 2025Q2: 449,341 shares; 2025Q3: 710,416 shares; 2025Q4: 706,373 shares; 2026Q1: 695,729 shares 695,729 $52.3M 4.18% -10,644 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: 539,201 shares; 2024Q4: 494,970 shares; 2025Q1: 533,197 shares; 2025Q2: 536,744 shares; 2025Q3: 512,373 shares; 2025Q4: 499,979 shares; 2026Q1: 500,556 shares 500,556 $49M 3.91% +577 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: 758,958 shares; 2024Q4: 671,960 shares; 2025Q1: 754,869 shares; 2025Q2: 819,774 shares; 2025Q3: 801,338 shares; 2025Q4: 852,199 shares; 2026Q1: 841,900 shares 841,900 $47.6M 3.8% -10,299 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: 168,817 shares; 2024Q4: 164,204 shares; 2025Q1: 166,598 shares; 2025Q2: 159,664 shares; 2025Q3: 164,241 shares; 2025Q4: 163,791 shares; 2026Q1: 167,527 shares 167,527 $42.5M 3.39% +3,736 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: 44,080 shares; 2024Q4: 68,712 shares; 2025Q1: 99,166 shares; 2025Q2: 111,677 shares; 2025Q3: 121,002 shares; 2025Q4: 139,155 shares; 2026Q1: 168,225 shares 168,225 $41.9M 3.34% +29,070 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: 20,207 shares; 2024Q4: 22,128 shares; 2025Q1: 25,666 shares; 2025Q2: 28,252 shares; 2025Q3: 120,869 shares; 2025Q4: 99,937 shares; 2026Q1: 96,300 shares 96,300 $35.8M 2.86% -3,637 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: 348,096 shares; 2024Q4: 349,621 shares; 2025Q1: 338,387 shares; 2025Q2: 388,880 shares; 2025Q3: 416,847 shares; 2025Q4: 445,635 shares; 2026Q1: 519,015 shares 519,015 $35.4M 2.83% +73,380 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: 21,783 shares; 2024Q4: 23,534 shares; 2025Q1: 27,075 shares; 2025Q2: 27,517 shares; 2025Q3: 27,722 shares; 2025Q4: 29,636 shares; 2026Q1: 30,165 shares 30,165 $19.6M 1.57% +529 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: 20,904 shares; 2024Q4: 210,961 shares; 2025Q1: 327,142 shares; 2025Q2: 315,275 shares; 2025Q3: 381,293 shares; 2025Q4: 383,524 shares; 2026Q1: 327,584 shares 327,584 $19.1M 1.52% -55,940 Timeline IYW 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: 77,283 shares; 2024Q4: 111,366 shares; 2025Q1: 134,754 shares; 2025Q2: 148,940 shares; 2025Q3: 119,809 shares; 2025Q4: 100,538 shares; 2026Q1: 99,543 shares 99,543 $18.1M 1.44% -995 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: 64,326 shares; 2024Q4: 62,659 shares; 2025Q1: 71,469 shares; 2025Q2: 72,794 shares; 2025Q3: 73,073 shares; 2025Q4: 73,305 shares; 2026Q1: 76,859 shares 76,859 $16M 1.28% +3,554 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,254 shares; 2024Q4: 24,717 shares; 2025Q1: 18,078 shares; 2025Q2: 13,672 shares; 2025Q3: 13,724 shares; 2025Q4: 13,562 shares; 2026Q1: 24,137 shares 24,137 $15.8M 1.26% +10,575 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: 19,867 shares; 2024Q4: 92,459 shares; 2025Q1: 122,294 shares; 2025Q2: 141,967 shares; 2025Q3: 146,355 shares; 2025Q4: 145,781 shares; 2026Q1: 198,336 shares 198,336 $15.2M 1.21% +52,555 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 101,984 shares; 2025Q3: 216,722 shares; 2025Q4: 344,594 shares; 2026Q1: 399,006 shares 399,006 $13.1M 1.05% +54,412 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: 29,707 shares; 2024Q4: 31,204 shares; 2025Q1: 33,798 shares; 2025Q2: 35,721 shares; 2025Q3: 33,576 shares; 2025Q4: 34,178 shares; 2026Q1: 33,999 shares 33,999 $12.6M 1% -179 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: 42,224 shares; 2024Q4: 41,482 shares; 2025Q1: 41,695 shares; 2025Q2: 41,326 shares; 2025Q3: 40,276 shares; 2025Q4: 38,683 shares; 2026Q1: 39,023 shares 39,023 $12.5M 1% +340 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,842 shares; 2024Q4: 17,209 shares; 2025Q1: 18,037 shares; 2025Q2: 19,211 shares; 2025Q3: 19,773 shares; 2025Q4: 20,289 shares; 2026Q1: 20,253 shares 20,253 $11.7M 0.93% -36 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: 18,899 shares; 2024Q4: 30,590 shares; 2025Q1: 32,458 shares; 2025Q2: 107,326 shares; 2025Q3: 136,849 shares; 2025Q4: 156,756 shares; 2026Q1: 166,397 shares 166,397 $11.6M 0.93% +9,641 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: 115,310 shares; 2024Q4: 146,289 shares; 2025Q1: 159,417 shares; 2025Q2: 175,876 shares; 2025Q3: 184,644 shares; 2025Q4: 179,657 shares; 2026Q1: 182,459 shares 182,459 $11.4M 0.91% +2,802 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: 19,208 shares; 2024Q4: 20,783 shares; 2025Q1: 21,082 shares; 2025Q2: 22,105 shares; 2025Q3: 22,886 shares; 2025Q4: 23,218 shares; 2026Q1: 25,019 shares 25,019 $10.9M 0.87% +1,801 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,060 shares; 2024Q4: 74,924 shares; 2025Q1: 95,872 shares; 2025Q2: 106,398 shares; 2025Q3: 52,524 shares; 2025Q4: 54,342 shares; 2026Q1: 53,247 shares 53,247 $10.2M 0.82% -1,095 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: 11,755 shares; 2024Q4: 21,408 shares; 2025Q1: 22,045 shares; 2025Q2: 20,467 shares; 2025Q3: 20,178 shares; 2025Q4: 19,168 shares; 2026Q1: 20,579 shares 20,579 $9.86M 0.79% +1,411 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: 36,868 shares; 2024Q4: 39,535 shares; 2025Q1: 40,008 shares; 2025Q2: 45,648 shares; 2025Q3: 48,909 shares; 2025Q4: 49,150 shares; 2026Q1: 50,055 shares 50,055 $9.82M 0.78% +905 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: 15,558 shares; 2024Q4: 13,754 shares; 2025Q1: 13,808 shares; 2025Q2: 14,150 shares; 2025Q3: 13,861 shares; 2025Q4: 13,749 shares; 2026Q1: 14,024 shares 14,024 $9.79M 0.78% +275 Timeline CLIP 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: 67,554 shares; 2024Q4: 101,918 shares; 2025Q1: 89,936 shares; 2025Q2: 91,273 shares; 2025Q3: 109,202 shares; 2025Q4: 97,758 shares; 2026Q1: 89,675 shares 89,675 $9M 0.72% -8,083 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,640 shares; 2024Q4: 5,503 shares; 2025Q1: 78,972 shares; 2025Q2: 141,264 shares; 2025Q3: 124,349 shares; 2025Q4: 93,450 shares; 2026Q1: 101,647 shares 101,647 $8.81M 0.7% +8,197 Timeline NTSX 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: 190,980 shares; 2024Q4: 191,781 shares; 2025Q1: 188,781 shares; 2025Q2: 130,587 shares; 2025Q3: 131,289 shares; 2025Q4: 161,290 shares; 2026Q1: 160,605 shares 160,605 $8.38M 0.67% -685 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,275 shares; 2025Q1: 8,475 shares; 2025Q2: 88,807 shares; 2025Q3: 139,883 shares; 2025Q4: 169,690 shares; 2026Q1: 182,616 shares 182,616 $8.23M 0.66% +12,926 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: 22,641 shares; 2024Q4: 23,290 shares; 2025Q1: 28,596 shares; 2025Q2: 27,804 shares; 2025Q3: 27,144 shares; 2025Q4: 27,932 shares; 2026Q1: 27,668 shares 27,668 $7.96M 0.64% -264 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: 20,947 shares; 2024Q4: 21,473 shares; 2025Q1: 23,242 shares; 2025Q2: 23,141 shares; 2025Q3: 23,382 shares; 2025Q4: 24,193 shares; 2026Q1: 26,174 shares 26,174 $7.51M 0.6% +1,981 Timeline SFLR 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: 30,435 shares; 2024Q4: 83,270 shares; 2025Q1: 108,012 shares; 2025Q2: 123,088 shares; 2025Q3: 140,588 shares; 2025Q4: 173,594 shares; 2026Q1: 202,013 shares 202,013 $7.15M 0.57% +28,419 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: 2,575 shares; 2024Q4: 14,607 shares; 2025Q1: 22,853 shares; 2025Q2: 25,094 shares; 2025Q3: 26,714 shares; 2025Q4: 31,341 shares; 2026Q1: 28,490 shares 28,490 $6.84M 0.55% -2,851 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: 57,341 shares; 2024Q4: 62,675 shares; 2025Q1: 65,307 shares; 2025Q2: 80,074 shares; 2025Q3: 93,021 shares; 2025Q4: 97,972 shares; 2026Q1: 105,512 shares 105,512 $6.76M 0.54% +7,540 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: 7,628 shares; 2024Q4: 7,673 shares; 2025Q1: 9,554 shares; 2025Q2: 10,611 shares; 2025Q3: 10,658 shares; 2025Q4: 11,209 shares; 2026Q1: 11,501 shares 11,501 $6.58M 0.53% +292 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: 30,586 shares; 2025Q1: 12,050 shares; 2025Q2: 97,845 shares; 2025Q3: 109,501 shares; 2025Q4: 138,295 shares; 2026Q1: 152,081 shares 152,081 $6.47M 0.52% +13,786 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,513 shares; 2024Q4: 35,005 shares; 2025Q1: 36,307 shares; 2025Q2: 40,924 shares; 2025Q3: 43,578 shares; 2025Q4: 42,217 shares; 2026Q1: 43,976 shares 43,976 $6.42M 0.51% +1,759 Timeline SPGP 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: 205,643 shares; 2024Q4: 215,267 shares; 2025Q1: 230,258 shares; 2025Q2: 143,220 shares; 2025Q3: 90,676 shares; 2025Q4: 74,590 shares; 2026Q1: 58,923 shares 58,923 $6.34M 0.51% -15,667 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: 17,545 shares; 2024Q4: 17,777 shares; 2025Q1: 18,648 shares; 2025Q2: 22,717 shares; 2025Q3: 19,639 shares; 2025Q4: 44,959 shares; 2026Q1: 46,777 shares 46,777 $6.22M 0.5% +1,818 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: 16,546 shares; 2024Q4: 17,975 shares; 2025Q1: 20,872 shares; 2025Q2: 20,532 shares; 2025Q3: 19,911 shares; 2025Q4: 19,530 shares; 2026Q1: 19,804 shares 19,804 $6.13M 0.49% +274 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: 28,291 shares; 2024Q4: 36,680 shares; 2025Q1: 38,511 shares; 2025Q2: 37,649 shares; 2025Q3: 39,207 shares; 2025Q4: 39,594 shares; 2026Q1: 41,341 shares 41,341 $6.05M 0.48% +1,747 Timeline JAVA 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: 13,975 shares; 2025Q2: 53,410 shares; 2025Q3: 59,700 shares; 2025Q4: 79,594 shares; 2026Q1: 82,970 shares 82,970 $5.95M 0.48% +3,376 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,639 shares; 2025Q1: 84,796 shares; 2025Q2: 110,631 shares; 2025Q3: 122,779 shares; 2025Q4: 142,320 shares; 2026Q1: 147,271 shares 147,271 $5.92M 0.47% +4,951 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,098 shares; 2025Q4: 53,218 shares; 2026Q1: 80,735 shares 80,735 $5.72M 0.46% +27,517 Timeline THRO 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: 143,031 shares; 2025Q3: 145,330 shares; 2025Q4: 144,265 shares; 2026Q1: 151,751 shares 151,751 $5.5M 0.44% +7,486 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 27,325 shares; 2025Q1: 68,947 shares; 2025Q2: 110,014 shares; 2025Q3: 123,486 shares; 2025Q4: 155,042 shares; 2026Q1: 164,249 shares 164,249 $5.48M 0.44% +9,207 Timeline EMBX VANECK FDS More: the full row for VANECK 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: 108,926 shares; 2026Q1: 109,301 shares 109,301 $5.48M 0.44% +375 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: 39,443 shares; 2024Q4: 50,988 shares; 2025Q1: 54,553 shares; 2025Q2: 52,676 shares; 2025Q3: 51,423 shares; 2025Q4: 50,140 shares; 2026Q1: 52,891 shares 52,891 $5.47M 0.44% +2,751 Timeline IAGG 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: 65,636 shares; 2025Q3: 68,396 shares; 2025Q4: 70,424 shares; 2026Q1: 106,124 shares 106,124 $5.31M 0.42% +35,700 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: 21,247 shares; 2024Q4: 24,005 shares; 2025Q1: 27,004 shares; 2025Q2: 32,095 shares; 2025Q3: 37,203 shares; 2025Q4: 33,707 shares; 2026Q1: 32,391 shares 32,391 $5.24M 0.42% -1,316 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,676 shares; 2025Q2: 144,876 shares; 2025Q3: 144,414 shares; 2025Q4: 159,111 shares; 2026Q1: 162,425 shares 162,425 $5.04M 0.4% +3,314 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: 1,708 shares; 2024Q4: 1,739 shares; 2025Q1: 2,752 shares; 2025Q2: 2,703 shares; 2025Q3: 4,817 shares; 2025Q4: 48,642 shares; 2026Q1: 50,905 shares 50,905 $4.89M 0.39% +2,263 Timeline RWL 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: 40,766 shares; 2024Q4: 41,031 shares; 2025Q1: 40,967 shares; 2025Q2: 41,305 shares; 2025Q3: 41,638 shares; 2025Q4: 42,342 shares; 2026Q1: 42,125 shares 42,125 $4.84M 0.39% -217 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: 52,329 shares; 2024Q4: 51,459 shares; 2025Q1: 49,598 shares; 2025Q2: 50,090 shares; 2025Q3: 54,103 shares; 2025Q4: 53,484 shares; 2026Q1: 52,726 shares 52,726 $4.83M 0.39% -758 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: 45,494 shares; 2024Q4: 53,576 shares; 2025Q1: 53,842 shares; 2025Q2: 57,285 shares; 2025Q3: 60,806 shares; 2025Q4: 71,211 shares; 2026Q1: 84,250 shares 84,250 $4.68M 0.37% +13,039 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,345 shares; 2024Q4: 66,399 shares; 2025Q1: 74,946 shares; 2025Q2: 78,952 shares; 2025Q3: 100,392 shares; 2025Q4: 100,653 shares; 2026Q1: 98,164 shares 98,164 $4.58M 0.37% -2,489 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,974 shares; 2025Q1: 61,458 shares; 2025Q2: 86,113 shares; 2025Q3: 95,437 shares; 2025Q4: 114,249 shares; 2026Q1: 118,175 shares 118,175 $4.54M 0.36% +3,926 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 375,939 shares; 2024Q4: 390,006 shares; 2025Q1: 404,584 shares; 2025Q2: 419,418 shares; 2025Q3: 427,148 shares; 2025Q4: 417,318 shares; 2026Q1: 399,090 shares 399,090 $4.41M 0.35% -18,228 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,743 shares; 2024Q4: 49,941 shares; 2025Q1: 45,397 shares; 2025Q2: 43,288 shares; 2025Q3: 40,426 shares; 2025Q4: 36,608 shares; 2026Q1: 183,334 shares 183,334 $4.2M 0.34% +146,726 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,553 shares; 2024Q4: 145,063 shares; 2025Q1: 89,221 shares; 2025Q2: 59,892 shares; 2025Q3: 56,239 shares; 2025Q4: 54,439 shares; 2026Q1: 51,155 shares 51,155 $4.04M 0.32% -3,284 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: 35,353 shares; 2024Q4: 41,114 shares; 2025Q1: 33,735 shares; 2025Q2: 70,163 shares; 2025Q3: 85,399 shares; 2025Q4: 85,534 shares; 2026Q1: 58,487 shares 58,487 $3.99M 0.32% -27,047 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,947 shares; 2024Q4: 5,007 shares; 2025Q1: 5,327 shares; 2025Q2: 47,252 shares; 2025Q3: 54,714 shares; 2025Q4: 70,386 shares; 2026Q1: 78,168 shares 78,168 $3.86M 0.31% +7,782 Timeline FTHI FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,081 shares; 2024Q4: 75,631 shares; 2025Q1: 111,117 shares; 2025Q2: 113,774 shares; 2025Q3: 125,026 shares; 2025Q4: 159,499 shares; 2026Q1: 165,360 shares 165,360 $3.8M 0.3% +5,861 Timeline OMFL 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: 340,299 shares; 2024Q4: 192,022 shares; 2025Q1: 129,602 shares; 2025Q2: 94,850 shares; 2025Q3: 73,135 shares; 2025Q4: 67,967 shares; 2026Q1: 62,767 shares 62,767 $3.77M 0.3% -5,200 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: 156,873 shares; 2024Q4: 153,698 shares; 2025Q1: 113,602 shares; 2025Q2: 119,465 shares; 2025Q3: 85,064 shares; 2025Q4: 82,229 shares; 2026Q1: 78,028 shares 78,028 $3.77M 0.3% -4,201 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: 19,621 shares; 2024Q4: 19,644 shares; 2025Q1: 20,322 shares; 2025Q2: 19,420 shares; 2025Q3: 21,300 shares; 2025Q4: 37,098 shares; 2026Q1: 37,907 shares 37,907 $3.68M 0.29% +809 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: 3,857 shares; 2024Q4: 3,779 shares; 2025Q1: 4,017 shares; 2025Q2: 4,167 shares; 2025Q3: 4,075 shares; 2025Q4: 4,316 shares; 2026Q1: 3,676 shares 3,676 $3.67M 0.29% -640 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: 23,613 shares; 2025Q1: 51,909 shares; 2025Q2: 82,144 shares; 2025Q3: 92,002 shares; 2025Q4: 128,563 shares; 2026Q1: 132,952 shares 132,952 $3.62M 0.29% +4,389 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,347 shares; 2024Q4: 34,740 shares; 2025Q1: 36,781 shares; 2025Q2: 36,061 shares; 2025Q3: 36,868 shares; 2025Q4: 32,024 shares; 2026Q1: 28,515 shares 28,515 $3.54M 0.28% -3,509 Timeline PZA 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: 41,695 shares; 2025Q4: 55,015 shares; 2026Q1: 152,120 shares 152,120 $3.5M 0.28% +97,105 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: 6,422 shares; 2024Q4: 6,740 shares; 2025Q1: 6,718 shares; 2025Q2: 6,970 shares; 2025Q3: 6,698 shares; 2025Q4: 7,486 shares; 2026Q1: 8,108 shares 8,108 $3.49M 0.28% +622 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: 6,410 shares; 2024Q4: 6,510 shares; 2025Q1: 7,327 shares; 2025Q2: 7,664 shares; 2025Q3: 8,617 shares; 2025Q4: 9,453 shares; 2026Q1: 10,308 shares 10,308 $3.48M 0.28% +855 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: 4,233 shares; 2024Q4: 4,716 shares; 2025Q1: 5,216 shares; 2025Q2: 5,298 shares; 2025Q3: 5,383 shares; 2025Q4: 5,492 shares; 2026Q1: 5,820 shares 5,820 $3.48M 0.28% +328 Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 410,543 shares; 2024Q4: 434,677 shares; 2025Q1: 436,957 shares; 2025Q2: 451,228 shares; 2025Q3: 454,903 shares; 2025Q4: 465,564 shares; 2026Q1: 475,766 shares 475,766 $3.46M 0.28% +10,202 Timeline CGCP 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: 48,615 shares; 2025Q2: 76,767 shares; 2025Q3: 91,989 shares; 2025Q4: 143,732 shares; 2026Q1: 154,767 shares 154,767 $3.46M 0.28% +11,035 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: 14,521 shares; 2024Q4: 13,933 shares; 2025Q1: 12,970 shares; 2025Q2: 13,288 shares; 2025Q3: 19,958 shares; 2025Q4: 14,450 shares; 2026Q1: 16,397 shares 16,397 $3.39M 0.27% +1,947 Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 378,680 shares; 2024Q4: 402,653 shares; 2025Q1: 406,140 shares; 2025Q2: 457,215 shares; 2025Q3: 461,291 shares; 2025Q4: 475,107 shares; 2026Q1: 485,846 shares 485,846 $3.38M 0.27% +10,739 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: 5,893 shares; 2024Q4: 6,754 shares; 2025Q1: 6,840 shares; 2025Q2: 8,905 shares; 2025Q3: 10,917 shares; 2025Q4: 10,978 shares; 2026Q1: 11,692 shares 11,692 $3.36M 0.27% +714 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: 90,368 shares; 2024Q4: 95,929 shares; 2025Q1: 96,995 shares; 2025Q2: 94,562 shares; 2025Q3: 95,120 shares; 2025Q4: 95,780 shares; 2026Q1: 98,500 shares 98,500 $3.33M 0.27% +2,720 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: 9,675 shares; 2024Q4: 26,971 shares; 2025Q1: 51,771 shares; 2025Q2: 61,169 shares; 2025Q3: 66,937 shares; 2025Q4: 64,140 shares; 2026Q1: 37,466 shares 37,466 $3.3M 0.26% -26,674 Timeline SPMD 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: 134,530 shares; 2024Q4: 132,256 shares; 2025Q1: 97,473 shares; 2025Q2: 94,616 shares; 2025Q3: 57,124 shares; 2025Q4: 56,189 shares; 2026Q1: 55,346 shares 55,346 $3.28M 0.26% -843 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,916 shares; 2024Q4: 6,726 shares; 2025Q1: 8,121 shares; 2025Q2: 7,421 shares; 2025Q3: 7,372 shares; 2025Q4: 7,485 shares; 2026Q1: 7,586 shares 7,586 $3.23M 0.26% +101 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: 51,949 shares; 2024Q4: 45,423 shares; 2025Q1: 43,651 shares; 2025Q2: 38,498 shares; 2025Q3: 36,523 shares; 2025Q4: 36,021 shares; 2026Q1: 33,594 shares 33,594 $3.12M 0.25% -2,427 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,425 shares; 2024Q4: 96,532 shares; 2025Q1: 53,007 shares; 2025Q2: 67,153 shares; 2025Q3: 62,911 shares; 2025Q4: 61,361 shares; 2026Q1: 76,388 shares 76,388 $3.1M 0.25% +15,027 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 112,101 shares; 2025Q3: 114,328 shares; 2025Q4: 112,354 shares; 2026Q1: 110,529 shares 110,529 $3.09M 0.25% -1,825 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: 5,640 shares; 2024Q4: 10,280 shares; 2025Q1: 21,556 shares; 2025Q2: 24,891 shares; 2025Q3: 25,141 shares; 2025Q4: 31,259 shares; 2026Q1: 36,139 shares 36,139 $3.05M 0.24% +4,880 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: 61,984 shares; 2024Q4: 58,327 shares; 2025Q1: 54,098 shares; 2025Q2: 52,480 shares; 2025Q3: 51,826 shares; 2025Q4: 49,125 shares; 2026Q1: 44,421 shares 44,421 $3M 0.24% -4,704 Timeline SLYG 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: 94,805 shares; 2024Q4: 49,851 shares; 2025Q1: 33,880 shares; 2025Q2: 32,275 shares; 2025Q3: 29,463 shares; 2025Q4: 29,659 shares; 2026Q1: 31,014 shares 31,014 $3M 0.24% +1,355 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,921 shares; 2025Q1: 45,131 shares; 2025Q2: 60,248 shares; 2025Q3: 67,261 shares; 2025Q4: 85,131 shares; 2026Q1: 92,725 shares 92,725 $2.93M 0.23% +7,594 Timeline AVEM 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: 25,082 shares; 2025Q3: 30,289 shares; 2025Q4: 37,018 shares; 2026Q1: 35,757 shares 35,757 $2.88M 0.23% -1,261 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: 15,449 shares; 2025Q3: 19,180 shares; 2025Q4: 27,486 shares; 2026Q1: 72,668 shares 72,668 $2.87M 0.23% +45,182 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,388 shares; 2024Q4: 53,287 shares; 2025Q1: 39,518 shares; 2025Q2: 36,759 shares; 2025Q3: 33,393 shares; 2025Q4: 31,860 shares; 2026Q1: 30,390 shares 30,390 $2.87M 0.23% -1,470 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,536 shares; 2025Q1: 25,900 shares; 2025Q2: 44,928 shares; 2025Q3: 49,865 shares; 2025Q4: 75,945 shares; 2026Q1: 89,137 shares 89,137 $2.69M 0.21% +13,192 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: 9,204 shares; 2024Q4: 9,285 shares; 2025Q1: 9,719 shares; 2025Q2: 10,060 shares; 2025Q3: 8,890 shares; 2025Q4: 9,388 shares; 2026Q1: 8,880 shares 8,880 $2.61M 0.21% -508 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: 5,719 shares; 2024Q4: 6,312 shares; 2025Q1: 7,606 shares; 2025Q2: 7,866 shares; 2025Q3: 7,885 shares; 2025Q4: 8,344 shares; 2026Q1: 8,552 shares 8,552 $2.58M 0.21% +208 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,976 shares; 2024Q4: 14,127 shares; 2025Q1: 13,383 shares; 2025Q2: 13,643 shares; 2025Q3: 11,344 shares; 2025Q4: 15,657 shares; 2026Q1: 17,599 shares 17,599 $2.58M 0.21% +1,942 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: 29,918 shares; 2024Q4: 28,289 shares; 2025Q1: 35,455 shares; 2025Q2: 40,815 shares; 2025Q3: 43,577 shares; 2025Q4: 41,164 shares; 2026Q1: 36,509 shares 36,509 $2.56M 0.2% -4,655 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,234 shares; 2024Q4: 41,799 shares; 2025Q1: 40,924 shares; 2025Q2: 40,374 shares; 2025Q3: 45,528 shares; 2025Q4: 44,342 shares; 2026Q1: 49,967 shares 49,967 $2.53M 0.2% +5,625 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: 11,687 shares; 2024Q4: 11,980 shares; 2025Q1: 11,314 shares; 2025Q2: 10,716 shares; 2025Q3: 10,525 shares; 2025Q4: 10,691 shares; 2026Q1: 11,508 shares 11,508 $2.48M 0.2% +817 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203,556 shares; 2024Q4: 211,604 shares; 2025Q1: 243,822 shares; 2025Q2: 366,100 shares; 2025Q3: 358,223 shares; 2025Q4: 368,419 shares; 2026Q1: 460,067 shares 460,067 $2.38M 0.19% +91,648 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: 48,096 shares; 2024Q4: 44,049 shares; 2025Q1: 48,048 shares; 2025Q2: 51,311 shares; 2025Q3: 53,788 shares; 2025Q4: 53,724 shares; 2026Q1: 50,855 shares 50,855 $2.32M 0.19% -2,869 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,398 shares; 2024Q4: 16,068 shares; 2025Q1: 15,939 shares; 2025Q2: 15,944 shares; 2025Q3: 15,735 shares; 2025Q4: 15,825 shares; 2026Q1: 15,993 shares 15,993 $2.26M 0.18% +168 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: 15,507 shares; 2024Q4: 15,595 shares; 2025Q1: 16,084 shares; 2025Q2: 16,309 shares; 2025Q3: 16,384 shares; 2025Q4: 17,092 shares; 2026Q1: 17,901 shares 17,901 $2.22M 0.18% +809 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: 8,048 shares; 2024Q4: 8,831 shares; 2025Q1: 13,077 shares; 2025Q2: 15,903 shares; 2025Q3: 17,954 shares; 2025Q4: 19,711 shares; 2026Q1: 22,097 shares 22,097 $2.22M 0.18% +2,386 Timeline XSMO 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: 13,429 shares; 2025Q2: 21,947 shares; 2025Q3: 24,640 shares; 2025Q4: 28,593 shares; 2026Q1: 29,208 shares 29,208 $2.22M 0.18% +615 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: 10,879 shares; 2024Q4: 10,932 shares; 2025Q1: 11,866 shares; 2025Q2: 12,511 shares; 2025Q3: 12,175 shares; 2025Q4: 13,071 shares; 2026Q1: 13,044 shares 13,044 $2.21M 0.18% -27 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: 34,677 shares; 2024Q4: 41,244 shares; 2025Q1: 37,213 shares; 2025Q2: 37,048 shares; 2025Q3: 43,662 shares; 2025Q4: 44,537 shares; 2026Q1: 44,335 shares 44,335 $2.19M 0.17% -202 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,307 shares; 2025Q1: 65,319 shares; 2025Q2: 68,330 shares; 2025Q3: 73,713 shares; 2025Q4: 81,206 shares; 2026Q1: 77,600 shares 77,600 $2.15M 0.17% -3,606 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: 24,468 shares; 2024Q4: 25,218 shares; 2025Q1: 24,161 shares; 2025Q2: 19,469 shares; 2025Q3: 19,395 shares; 2025Q4: 20,770 shares; 2026Q1: 23,569 shares 23,569 $2.13M 0.17% +2,799 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: 43,814 shares; 2024Q4: 43,755 shares; 2025Q1: 43,927 shares; 2025Q2: 44,791 shares; 2025Q3: 24,604 shares; 2025Q4: 26,250 shares; 2026Q1: 26,679 shares 26,679 $2.03M 0.16% +429 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,006 shares; 2024Q4: 12,111 shares; 2025Q1: 15,990 shares; 2025Q2: 18,341 shares; 2025Q3: 20,046 shares; 2025Q4: 18,775 shares; 2026Q1: 18,457 shares 18,457 $2.01M 0.16% -318 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,314 shares; 2024Q4: 91,405 shares; 2025Q1: 158,744 shares; 2025Q2: 38,069 shares; 2025Q3: 20,725 shares; 2025Q4: 20,560 shares; 2026Q1: 25,541 shares 25,541 $2.01M 0.16% +4,981 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: 18,250 shares; 2024Q4: 18,168 shares; 2025Q1: 18,472 shares; 2025Q2: 17,222 shares; 2025Q3: 16,515 shares; 2025Q4: 15,982 shares; 2026Q1: 17,411 shares 17,411 $1.97M 0.16% +1,429 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: 14,029 shares; 2024Q4: 14,976 shares; 2025Q1: 15,627 shares; 2025Q2: 16,949 shares; 2025Q3: 16,127 shares; 2025Q4: 33,300 shares; 2026Q1: 31,772 shares 31,772 $1.95M 0.16% -1,528 Timeline EFIV 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: 8,656 shares; 2024Q4: 10,488 shares; 2025Q1: 19,229 shares; 2025Q2: 20,662 shares; 2025Q3: 21,523 shares; 2025Q4: 22,445 shares; 2026Q1: 30,789 shares 30,789 $1.94M 0.16% +8,344 Timeline ISCV 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: 4,380 shares; 2024Q4: 4,339 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,242 shares; 2025Q4: 28,132 shares; 2026Q1: 27,895 shares 27,895 $1.94M 0.15% -237 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,688 shares; 2025Q2: 31,177 shares; 2025Q3: 48,932 shares; 2025Q4: 56,908 shares; 2026Q1: 39,749 shares 39,749 $1.91M 0.15% -17,159 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,291 shares; 2024Q4: 70,156 shares; 2025Q1: 90,726 shares; 2025Q2: 95,708 shares; 2025Q3: 107,903 shares; 2025Q4: 108,842 shares; 2026Q1: 106,477 shares 106,477 $1.89M 0.15% -2,365 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: 2,408 shares; 2024Q4: 2,668 shares; 2025Q1: 3,239 shares; 2025Q2: 3,309 shares; 2025Q3: 4,064 shares; 2025Q4: 6,997 shares; 2026Q1: 5,592 shares 5,592 $1.89M 0.15% -1,405 Timeline EUSB 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: 12,551 shares; 2024Q4: 15,929 shares; 2025Q1: 38,211 shares; 2025Q2: 38,233 shares; 2025Q3: 38,567 shares; 2025Q4: 40,183 shares; 2026Q1: 40,887 shares 40,887 $1.78M 0.14% +704 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: 8,149 shares; 2024Q4: 9,077 shares; 2025Q1: 8,579 shares; 2025Q2: 7,255 shares; 2025Q3: 7,197 shares; 2025Q4: 6,894 shares; 2026Q1: 6,762 shares 6,762 $1.77M 0.14% -132 Timeline ISCG 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: 18,490 shares; 2024Q4: 19,870 shares; 2025Q1: 22,701 shares; 2025Q2: 30,280 shares; 2025Q3: 31,202 shares; 2025Q4: 32,369 shares; 2026Q1: 32,307 shares 32,307 $1.77M 0.14% -62 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: 1,385 shares; 2024Q4: 1,557 shares; 2025Q1: 1,811 shares; 2025Q2: 1,868 shares; 2025Q3: 1,795 shares; 2025Q4: 1,863 shares; 2026Q1: 1,901 shares 1,901 $1.75M 0.14% +38 Timeline STIP 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: 25,323 shares; 2025Q3: 28,030 shares; 2025Q4: 31,357 shares; 2026Q1: 16,801 shares 16,801 $1.74M 0.14% -14,556 Timeline PTLC 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: 34,814 shares; 2024Q4: 37,245 shares; 2025Q1: 40,096 shares; 2025Q2: 35,790 shares; 2025Q3: 35,420 shares; 2025Q4: 34,481 shares; 2026Q1: 32,614 shares 32,614 $1.71M 0.14% -1,867 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 5,007 shares; 2025Q1: 6,587 shares; 2025Q2: 6,755 shares; 2025Q3: 6,624 shares; 2025Q4: 7,316 shares; 2026Q1: 7,942 shares 7,942 $1.7M 0.14% +626 Timeline SMH 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: 2,553 shares; 2024Q4: 3,459 shares; 2025Q1: 3,836 shares; 2025Q2: 4,176 shares; 2025Q3: 3,824 shares; 2025Q4: 4,103 shares; 2026Q1: 4,390 shares 4,390 $1.68M 0.13% +287 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,663 shares; 2024Q4: 29,488 shares; 2025Q1: 28,796 shares; 2025Q2: 29,249 shares; 2025Q3: 29,107 shares; 2025Q4: 34,808 shares; 2026Q1: 32,967 shares 32,967 $1.68M 0.13% -1,841 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,904 shares; 2024Q4: 102,007 shares; 2025Q1: 100,717 shares; 2025Q2: 111,525 shares; 2025Q3: 111,482 shares; 2025Q4: 98,054 shares; 2026Q1: 105,739 shares 105,739 $1.68M 0.13% +7,685 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: 6,081 shares; 2024Q4: 6,143 shares; 2025Q1: 7,091 shares; 2025Q2: 7,178 shares; 2025Q3: 7,126 shares; 2025Q4: 7,957 shares; 2026Q1: 7,930 shares 7,930 $1.67M 0.13% -27 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,981 shares; 2024Q4: 5,705 shares; 2025Q1: 5,872 shares; 2025Q2: 7,433 shares; 2025Q3: 16,982 shares; 2025Q4: 22,945 shares; 2026Q1: 29,261 shares 29,261 $1.66M 0.13% +6,316 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,996 shares; 2025Q3: 12,364 shares; 2025Q4: 14,659 shares; 2026Q1: 16,008 shares 16,008 $1.66M 0.13% +1,349 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: 10,139 shares; 2024Q4: 9,747 shares; 2025Q1: 10,082 shares; 2025Q2: 10,230 shares; 2025Q3: 10,492 shares; 2025Q4: 10,363 shares; 2026Q1: 10,574 shares 10,574 $1.64M 0.13% +211 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: 17,490 shares; 2024Q4: 19,308 shares; 2025Q1: 27,798 shares; 2025Q2: 28,670 shares; 2025Q3: 29,099 shares; 2025Q4: 30,402 shares; 2026Q1: 35,823 shares 35,823 $1.63M 0.13% +5,421 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,505 shares; 2024Q4: 10,259 shares; 2025Q1: 14,953 shares; 2025Q2: 19,304 shares; 2025Q3: 20,658 shares; 2025Q4: 20,947 shares; 2026Q1: 20,305 shares 20,305 $1.62M 0.13% -642 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: 16,152 shares; 2025Q1: 12,139 shares; 2025Q2: 9,804 shares; 2025Q3: 10,845 shares; 2025Q4: 13,381 shares; 2026Q1: 14,330 shares 14,330 $1.61M 0.13% +949 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: 12,450 shares; 2024Q4: 15,276 shares; 2025Q1: 17,359 shares; 2025Q2: 22,430 shares; 2025Q3: 24,100 shares; 2025Q4: 17,685 shares; 2026Q1: 14,330 shares 14,330 $1.59M 0.13% -3,355 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: 9,383 shares; 2024Q4: 8,560 shares; 2025Q1: 5,679 shares; 2025Q2: 7,463 shares; 2025Q3: 8,075 shares; 2025Q4: 8,005 shares; 2026Q1: 7,725 shares 7,725 $1.57M 0.13% -280 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,923 shares; 2025Q1: 15,803 shares; 2025Q2: 21,217 shares; 2025Q3: 23,740 shares; 2025Q4: 23,267 shares; 2026Q1: 16,772 shares 16,772 $1.55M 0.12% -6,495 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: 2,181 shares; 2024Q4: 2,179 shares; 2025Q1: 2,173 shares; 2025Q2: 2,182 shares; 2025Q3: 2,128 shares; 2025Q4: 2,136 shares; 2026Q1: 1,780 shares 1,780 $1.55M 0.12% -356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,324 shares; 2026Q1: 5,401 shares 5,401 $1.51M 0.12% +77 Timeline CGHM 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: 8,466 shares; 2025Q2: 42,836 shares; 2025Q3: 45,727 shares; 2025Q4: 53,977 shares; 2026Q1: 59,440 shares 59,440 $1.51M 0.12% +5,463 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,767 shares; 2024Q4: 12,786 shares; 2025Q1: 12,704 shares; 2025Q2: 12,473 shares; 2025Q3: 11,998 shares; 2025Q4: 11,726 shares; 2026Q1: 11,728 shares 11,728 $1.5M 0.12% +2 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,779 shares 40,779 $1.49M 0.12% new Timeline CGSD 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: 25,290 shares; 2025Q2: 28,570 shares; 2025Q3: 33,964 shares; 2025Q4: 53,644 shares; 2026Q1: 57,599 shares 57,599 $1.49M 0.12% +3,955 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: 5,922 shares; 2024Q4: 6,161 shares; 2025Q1: 9,150 shares; 2025Q2: 9,382 shares; 2025Q3: 9,627 shares; 2025Q4: 9,529 shares; 2026Q1: 10,020 shares 10,020 $1.47M 0.12% +491 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: 5,331 shares; 2024Q4: 5,729 shares; 2025Q1: 5,876 shares; 2025Q2: 5,929 shares; 2025Q3: 5,950 shares; 2025Q4: 5,294 shares; 2026Q1: 7,608 shares 7,608 $1.46M 0.12% +2,314 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: 5,464 shares; 2024Q4: 5,382 shares; 2025Q1: 5,367 shares; 2025Q2: 6,026 shares; 2025Q3: 5,649 shares; 2025Q4: 5,945 shares; 2026Q1: 5,927 shares 5,927 $1.45M 0.12% -18 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: 4,130 shares; 2024Q4: 4,431 shares; 2025Q1: 4,622 shares; 2025Q2: 4,671 shares; 2025Q3: 4,860 shares; 2025Q4: 5,032 shares; 2026Q1: 5,094 shares 5,094 $1.45M 0.12% +62 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: 1,053 shares; 2024Q4: 1,152 shares; 2025Q1: 1,224 shares; 2025Q2: 1,699 shares; 2025Q3: 1,719 shares; 2025Q4: 1,914 shares; 2026Q1: 2,033 shares 2,033 $1.44M 0.11% +119 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: 3,550 shares; 2024Q4: 3,600 shares; 2025Q1: 3,924 shares; 2025Q2: 4,346 shares; 2025Q3: 4,286 shares; 2025Q4: 4,149 shares; 2026Q1: 3,635 shares 3,635 $1.42M 0.11% -514 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,352 shares; 2024Q4: 62,705 shares; 2025Q1: 56,548 shares; 2025Q2: 46,426 shares; 2025Q3: 43,816 shares; 2025Q4: 39,339 shares; 2026Q1: 29,939 shares 29,939 $1.41M 0.11% -9,400 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: 5,739 shares; 2025Q4: 8,550 shares; 2026Q1: 10,525 shares 10,525 $1.4M 0.11% +1,975 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,601 shares; 2024Q4: 16,765 shares; 2025Q1: 17,079 shares; 2025Q2: 16,451 shares; 2025Q3: 17,831 shares; 2025Q4: 17,707 shares; 2026Q1: 18,940 shares 18,940 $1.39M 0.11% +1,233 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,376 shares; 2024Q4: 11,715 shares; 2025Q1: 13,893 shares; 2025Q2: 13,108 shares; 2025Q3: 13,044 shares; 2025Q4: 12,916 shares; 2026Q1: 11,611 shares 11,611 $1.38M 0.11% -1,305 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,679 shares; 2024Q4: 102,955 shares; 2025Q1: 53,745 shares; 2025Q2: 38,829 shares; 2025Q3: 33,401 shares; 2025Q4: 29,573 shares; 2026Q1: 26,832 shares 26,832 $1.36M 0.11% -2,741 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: 9,255 shares; 2024Q4: 9,294 shares; 2025Q1: 9,082 shares; 2025Q2: 9,384 shares; 2025Q3: 9,766 shares; 2025Q4: 8,213 shares; 2026Q1: 8,654 shares 8,654 $1.34M 0.11% +441 Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,429 shares; 2025Q1: 47,493 shares; 2025Q2: 53,656 shares; 2025Q3: 54,867 shares; 2025Q4: 67,224 shares; 2026Q1: 94,644 shares 94,644 $1.34M 0.11% +27,420 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: 16,224 shares; 2024Q4: 15,865 shares; 2025Q1: 18,073 shares; 2025Q2: 17,990 shares; 2025Q3: 14,934 shares; 2025Q4: 14,391 shares; 2026Q1: 13,782 shares 13,782 $1.33M 0.11% -609 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: 22,294 shares; 2024Q4: 23,488 shares; 2025Q1: 22,706 shares; 2025Q2: 24,500 shares; 2025Q3: 25,437 shares; 2025Q4: 25,009 shares; 2026Q1: 26,443 shares 26,443 $1.33M 0.11% +1,434 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: 4,806 shares; 2024Q4: 5,056 shares; 2025Q1: 5,272 shares; 2025Q2: 5,568 shares; 2025Q3: 5,214 shares; 2025Q4: 5,366 shares; 2026Q1: 5,420 shares 5,420 $1.31M 0.1% +54 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: 22,890 shares; 2025Q4: 56,288 shares; 2026Q1: 104,980 shares 104,980 $1.3M 0.1% +48,692 Timeline QFLR 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: 8,000 shares; 2025Q1: 23,600 shares; 2025Q2: 23,605 shares; 2025Q3: 27,905 shares; 2025Q4: 35,725 shares; 2026Q1: 38,650 shares 38,650 $1.29M 0.1% +2,925 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: 4,752 shares; 2024Q4: 4,912 shares; 2025Q1: 7,330 shares; 2025Q2: 6,071 shares; 2025Q3: 6,021 shares; 2025Q4: 12,242 shares; 2026Q1: 11,791 shares 11,791 $1.28M 0.1% -451 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: 4,998 shares; 2024Q4: 10,224 shares; 2025Q1: 10,211 shares; 2025Q2: 9,758 shares; 2025Q3: 9,996 shares; 2025Q4: 9,597 shares; 2026Q1: 8,014 shares 8,014 $1.28M 0.1% -1,583 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,557 shares; 2024Q4: 13,568 shares; 2025Q1: 13,954 shares; 2025Q2: 14,004 shares; 2025Q3: 13,861 shares; 2025Q4: 14,072 shares; 2026Q1: 13,838 shares 13,838 $1.28M 0.1% -234 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,212 shares; 2026Q1: 14,360 shares 14,360 $1.28M 0.1% +1,148 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,298 shares; 2024Q4: 28,890 shares; 2025Q1: 30,970 shares; 2025Q2: 26,838 shares; 2025Q3: 25,624 shares; 2025Q4: 26,177 shares; 2026Q1: 25,532 shares 25,532 $1.27M 0.1% -645 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 659 shares; 2025Q1: 734 shares; 2025Q2: 655 shares; 2025Q3: 662 shares; 2025Q4: 663 shares; 2026Q1: 864 shares 864 $1.27M 0.1% +201 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: 16,963 shares; 2024Q4: 17,586 shares; 2025Q1: 18,859 shares; 2025Q2: 19,363 shares; 2025Q3: 15,596 shares; 2025Q4: 16,218 shares; 2026Q1: 15,964 shares 15,964 $1.24M 0.1% -254 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: 2,244 shares; 2024Q4: 2,239 shares; 2025Q1: 2,314 shares; 2025Q2: 2,388 shares; 2025Q3: 2,400 shares; 2025Q4: 2,410 shares; 2026Q1: 2,472 shares 2,472 $1.24M 0.1% +62 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: 23,285 shares; 2024Q4: 23,887 shares; 2025Q1: 25,552 shares; 2025Q2: 26,275 shares; 2025Q3: 25,401 shares; 2025Q4: 25,995 shares; 2026Q1: 25,253 shares 25,253 $1.23M 0.1% -742 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: 6,299 shares; 2024Q4: 6,448 shares; 2025Q1: 6,933 shares; 2025Q2: 7,468 shares; 2025Q3: 7,236 shares; 2025Q4: 6,584 shares; 2026Q1: 4,938 shares 4,938 $1.22M 0.1% -1,646 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: 793 shares; 2024Q4: 874 shares; 2025Q1: 1,035 shares; 2025Q2: 1,027 shares; 2025Q3: 855 shares; 2025Q4: 945 shares; 2026Q1: 923 shares 923 $1.22M 0.1% -22 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,121 shares; 2024Q4: 13,515 shares; 2025Q1: 14,290 shares; 2025Q2: 14,643 shares; 2025Q3: 13,871 shares; 2025Q4: 14,168 shares; 2026Q1: 13,077 shares 13,077 $1.17M 0.09% -1,091 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: 8,223 shares; 2024Q4: 9,241 shares; 2025Q1: 9,721 shares; 2025Q2: 9,522 shares; 2025Q3: 9,947 shares; 2025Q4: 10,617 shares; 2026Q1: 11,751 shares 11,751 $1.17M 0.09% +1,134 Timeline SPTL 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: 134,061 shares; 2024Q4: 125,546 shares; 2025Q1: 23,918 shares; 2025Q2: not reported; 2025Q3: 45,399 shares; 2025Q4: 44,204 shares; 2026Q1: 44,184 shares 44,184 $1.16M 0.09% -20 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: 2,069 shares; 2024Q4: 2,059 shares; 2025Q1: 2,421 shares; 2025Q2: 2,587 shares; 2025Q3: 2,536 shares; 2025Q4: 2,498 shares; 2026Q1: 2,496 shares 2,496 $1.15M 0.09% -2 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: 5,364 shares; 2024Q4: 5,728 shares; 2025Q1: 14,195 shares; 2025Q2: 13,514 shares; 2025Q3: 13,746 shares; 2025Q4: 12,418 shares; 2026Q1: 11,711 shares 11,711 $1.13M 0.09% -707 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,058 shares; 2024Q4: 9,271 shares; 2025Q1: 9,608 shares; 2025Q2: 10,083 shares; 2025Q3: 10,743 shares; 2025Q4: 9,344 shares; 2026Q1: 11,038 shares 11,038 $1.13M 0.09% +1,694 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,913 shares; 2024Q4: 31,161 shares; 2025Q1: 29,274 shares; 2025Q2: 29,566 shares; 2025Q3: 28,386 shares; 2025Q4: 26,335 shares; 2026Q1: 26,029 shares 26,029 $1.12M 0.09% -306 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,880 shares; 2025Q1: 7,178 shares; 2025Q2: 5,931 shares; 2025Q3: 4,648 shares; 2025Q4: 4,925 shares; 2026Q1: 5,190 shares 5,190 $1.11M 0.09% +265 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 7,814 shares; 2025Q1: 7,217 shares; 2025Q2: 6,677 shares; 2025Q3: 6,684 shares; 2025Q4: 6,886 shares; 2026Q1: 19,466 shares 19,466 $1.11M 0.09% +12,580 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: 2,690 shares; 2024Q4: 2,733 shares; 2025Q1: 2,866 shares; 2025Q2: 2,978 shares; 2025Q3: 3,091 shares; 2025Q4: 3,290 shares; 2026Q1: 3,137 shares 3,137 $1.1M 0.09% -153 Timeline BIZD 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: 64,488 shares; 2024Q4: 64,594 shares; 2025Q1: 77,736 shares; 2025Q2: 74,420 shares; 2025Q3: 93,058 shares; 2025Q4: 82,665 shares; 2026Q1: 85,449 shares 85,449 $1.09M 0.09% +2,784 Timeline CGCB 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: 25,765 shares; 2025Q1: 18,553 shares; 2025Q2: 20,855 shares; 2025Q3: 22,812 shares; 2025Q4: 35,257 shares; 2026Q1: 41,642 shares 41,642 $1.09M 0.09% +6,385 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: 3,647 shares; 2024Q4: 4,129 shares; 2025Q1: 5,863 shares; 2025Q2: 6,127 shares; 2025Q3: 5,716 shares; 2025Q4: 5,622 shares; 2026Q1: 5,726 shares 5,726 $1.07M 0.09% +104 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: 3,557 shares; 2024Q4: 3,641 shares; 2025Q1: 3,739 shares; 2025Q2: 3,851 shares; 2025Q3: 3,458 shares; 2025Q4: 3,460 shares; 2026Q1: 3,213 shares 3,213 $1.06M 0.08% -247 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: 13,119 shares; 2025Q1: 15,306 shares; 2025Q2: 19,811 shares; 2025Q3: 23,370 shares; 2025Q4: 22,707 shares; 2026Q1: 26,264 shares 26,264 $1.01M 0.08% +3,557 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: 33,303 shares; 2024Q4: 34,152 shares; 2025Q1: 34,046 shares; 2025Q2: 35,392 shares; 2025Q3: 34,349 shares; 2025Q4: 33,861 shares; 2026Q1: 34,679 shares 34,679 $1.01M 0.08% +818 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,725 shares; 2026Q1: 12,538 shares 12,538 $1M 0.08% +5,813 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,331 shares; 2024Q4: 17,658 shares; 2025Q1: 16,432 shares; 2025Q2: 15,273 shares; 2025Q3: 14,760 shares; 2025Q4: 10,229 shares; 2026Q1: 10,309 shares 10,309 $1M 0.08% +80 Timeline CALI BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,554 shares; 2026Q1: 19,575 shares 19,575 $987K 0.08% +7,021 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,218 shares; 2024Q4: 28,095 shares; 2025Q1: 28,067 shares; 2025Q2: 28,067 shares; 2025Q3: 27,971 shares; 2025Q4: 27,949 shares; 2026Q1: 24,896 shares 24,896 $967K 0.08% -3,053 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,371 shares; 2024Q4: 25,516 shares; 2025Q1: 25,635 shares; 2025Q2: 24,526 shares; 2025Q3: 23,852 shares; 2025Q4: 21,606 shares; 2026Q1: 24,293 shares 24,293 $965K 0.08% +2,687 Timeline URA 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: 8,810 shares; 2024Q4: 10,304 shares; 2025Q1: 11,896 shares; 2025Q2: 17,248 shares; 2025Q3: 17,330 shares; 2025Q4: 19,160 shares; 2026Q1: 19,900 shares 19,900 $964K 0.08% +740 Timeline USXF 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: 7,781 shares; 2024Q4: 11,041 shares; 2025Q1: 17,983 shares; 2025Q2: 17,511 shares; 2025Q3: 17,630 shares; 2025Q4: 16,201 shares; 2026Q1: 16,871 shares 16,871 $931K 0.07% +670 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: 3,352 shares; 2024Q4: 3,882 shares; 2025Q1: 4,024 shares; 2025Q2: 4,140 shares; 2025Q3: 4,201 shares; 2025Q4: 4,328 shares; 2026Q1: 4,264 shares 4,264 $927K 0.07% -64 Timeline ICSH 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: 6,000 shares; 2025Q2: 5,468 shares; 2025Q3: 16,243 shares; 2025Q4: 17,974 shares; 2026Q1: 18,307 shares 18,307 $927K 0.07% +333 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,192 shares; 2024Q4: 9,368 shares; 2025Q1: 10,025 shares; 2025Q2: 11,071 shares; 2025Q3: 10,241 shares; 2025Q4: 11,857 shares; 2026Q1: 11,630 shares 11,630 $926K 0.07% -227 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 3,908 shares; 2025Q1: 4,196 shares; 2025Q2: 4,486 shares; 2025Q3: 4,459 shares; 2025Q4: 4,470 shares; 2026Q1: 4,746 shares 4,746 $915K 0.07% +276 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: 14,755 shares; 2024Q4: 13,782 shares; 2025Q1: 14,920 shares; 2025Q2: 14,989 shares; 2025Q3: 14,366 shares; 2025Q4: 12,320 shares; 2026Q1: 12,411 shares 12,411 $908K 0.07% +91 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,172 shares; 2025Q3: 3,000 shares; 2025Q4: 3,162 shares; 2026Q1: 3,331 shares 3,331 $901K 0.07% +169 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,202 shares; 2024Q4: 2,287 shares; 2025Q1: 3,357 shares; 2025Q2: 3,460 shares; 2025Q3: 3,267 shares; 2025Q4: 3,046 shares; 2026Q1: 2,807 shares 2,807 $893K 0.07% -239 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 5,898 shares; 2025Q1: 5,486 shares; 2025Q2: 5,500 shares; 2025Q3: 5,501 shares; 2025Q4: 5,781 shares; 2026Q1: 6,344 shares 6,344 $870K 0.07% +563 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 643 shares; 2025Q2: 863 shares; 2025Q3: 1,114 shares; 2025Q4: 973 shares; 2026Q1: 1,027 shares 1,027 $869K 0.07% +54 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,135 shares; 2026Q1: 24,052 shares 24,052 $868K 0.07% +16,917 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,035 shares; 2024Q4: 28,732 shares; 2025Q1: 29,802 shares; 2025Q2: 24,880 shares; 2025Q3: 19,319 shares; 2025Q4: 18,265 shares; 2026Q1: 18,667 shares 18,667 $862K 0.07% +402 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: 2,491 shares; 2024Q4: 2,403 shares; 2025Q1: 4,454 shares; 2025Q2: 4,301 shares; 2025Q3: 4,200 shares; 2025Q4: 4,284 shares; 2026Q1: 4,304 shares 4,304 $856K 0.07% +20 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: 17,218 shares; 2024Q4: 16,911 shares; 2025Q1: 17,495 shares; 2025Q2: 17,564 shares; 2025Q3: 15,885 shares; 2025Q4: 17,288 shares; 2026Q1: 19,146 shares 19,146 $845K 0.07% +1,858 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,339 shares; 2024Q4: 11,647 shares; 2025Q1: 11,750 shares; 2025Q2: 10,654 shares; 2025Q3: 10,058 shares; 2025Q4: 9,455 shares; 2026Q1: 8,891 shares 8,891 $844K 0.07% -564 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: 3,158 shares; 2024Q4: 3,149 shares; 2025Q1: 3,154 shares; 2025Q2: 3,589 shares; 2025Q3: 3,589 shares; 2025Q4: 3,604 shares; 2026Q1: 3,607 shares 3,607 $844K 0.07% +3 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: 29,677 shares; 2024Q4: 26,942 shares; 2025Q1: 30,067 shares; 2025Q2: 29,824 shares; 2025Q3: 28,146 shares; 2025Q4: 21,711 shares; 2026Q1: 29,233 shares 29,233 $838K 0.07% +7,522 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: 55,646 shares; 2024Q4: 25,931 shares; 2025Q1: 19,470 shares; 2025Q2: 18,317 shares; 2025Q3: 17,526 shares; 2025Q4: 16,782 shares; 2026Q1: 17,674 shares 17,674 $829K 0.07% +892 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,510 shares; 2024Q4: 4,652 shares; 2025Q1: 4,859 shares; 2025Q2: 5,003 shares; 2025Q3: 5,029 shares; 2025Q4: 5,073 shares; 2026Q1: 5,115 shares 5,115 $817K 0.07% +42 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,688 shares; 2026Q1: 16,639 shares 16,639 $816K 0.07% -49 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA 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: 23,755 shares 23,755 $813K 0.06% new Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,630 shares; 2024Q4: 4,640 shares; 2025Q1: 5,899 shares; 2025Q2: 6,434 shares; 2025Q3: 7,985 shares; 2025Q4: 16,221 shares; 2026Q1: 16,190 shares 16,190 $809K 0.06% -31 Timeline JHML 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: 15,054 shares; 2024Q4: 14,885 shares; 2025Q1: 14,457 shares; 2025Q2: 13,335 shares; 2025Q3: 11,660 shares; 2025Q4: 10,740 shares; 2026Q1: 10,253 shares 10,253 $802K 0.06% -487 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: 10,256 shares; 2024Q4: 11,298 shares; 2025Q1: 13,950 shares; 2025Q2: 14,221 shares; 2025Q3: 14,268 shares; 2025Q4: 13,602 shares; 2026Q1: 8,309 shares 8,309 $795K 0.06% -5,293 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,008 shares; 2024Q4: 18,795 shares; 2025Q1: 17,539 shares; 2025Q2: 14,325 shares; 2025Q3: 14,113 shares; 2025Q4: 13,718 shares; 2026Q1: 12,898 shares 12,898 $789K 0.06% -820 Timeline EPRT ESSENTIAL PPTYS RLTY TR INC More: the full row for ESSENTIAL PPTYS RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,993 shares; 2024Q4: 28,993 shares; 2025Q1: 28,665 shares; 2025Q2: 27,494 shares; 2025Q3: 27,516 shares; 2025Q4: 27,391 shares; 2026Q1: 25,984 shares 25,984 $789K 0.06% -1,407 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 800 shares; 2025Q1: 1,191 shares; 2025Q2: 1,463 shares; 2025Q3: 1,597 shares; 2025Q4: 1,621 shares; 2026Q1: 1,593 shares 1,593 $783K 0.06% -28 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,877 shares; 2024Q4: 23,160 shares; 2025Q1: 18,199 shares; 2025Q2: 11,864 shares; 2025Q3: 8,872 shares; 2025Q4: 7,001 shares; 2026Q1: 6,509 shares 6,509 $777K 0.06% -492 Timeline GRNB 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: 16,005 shares; 2026Q1: 32,431 shares 32,431 $777K 0.06% +16,426 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: 9,776 shares; 2025Q4: 9,776 shares; 2026Q1: 26,721 shares 26,721 $771K 0.06% +16,945 Timeline MUC BLACKROCK MUNIHLDNGS CALI More: the full row for BLACKROCK MUNIHLDNGS CALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,961 shares; 2024Q4: 73,211 shares; 2025Q1: 75,612 shares; 2025Q2: 74,696 shares; 2025Q3: 66,896 shares; 2025Q4: 80,146 shares; 2026Q1: 73,146 shares 73,146 $761K 0.06% -7,000 Timeline UCON 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: 257,323 shares; 2024Q4: 419,106 shares; 2025Q1: 529,690 shares; 2025Q2: 189,612 shares; 2025Q3: 78,531 shares; 2025Q4: 46,031 shares; 2026Q1: 30,127 shares 30,127 $746K 0.06% -15,904 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: 1,483 shares; 2024Q4: 1,979 shares; 2025Q1: 2,078 shares; 2025Q2: 2,159 shares; 2025Q3: 2,130 shares; 2025Q4: 2,217 shares; 2026Q1: 2,456 shares 2,456 $743K 0.06% +239 Timeline TLTW 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: 10,359 shares; 2025Q1: 24,494 shares; 2025Q2: 33,054 shares; 2025Q3: 34,099 shares; 2025Q4: 32,233 shares; 2026Q1: 32,292 shares 32,292 $730K 0.06% +59 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,199 shares; 2024Q4: 15,199 shares; 2025Q1: 15,199 shares; 2025Q2: 15,199 shares; 2025Q3: 15,199 shares; 2025Q4: 15,199 shares; 2026Q1: 15,199 shares 15,199 $722K 0.06% 0 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: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $718K 0.06% new Timeline FDL 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: 20,108 shares; 2024Q4: 19,973 shares; 2025Q1: 17,727 shares; 2025Q2: 17,557 shares; 2025Q3: 16,041 shares; 2025Q4: 15,319 shares; 2026Q1: 14,056 shares 14,056 $714K 0.06% -1,263 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,476 shares; 2024Q4: 4,008 shares; 2025Q1: not reported; 2025Q2: 10,590 shares; 2025Q3: 9,524 shares; 2025Q4: 9,703 shares; 2026Q1: 9,554 shares 9,554 $712K 0.06% -149 Timeline VBK 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: 3,591 shares; 2024Q4: 3,391 shares; 2025Q1: 3,279 shares; 2025Q2: 2,982 shares; 2025Q3: 2,859 shares; 2025Q4: 2,353 shares; 2026Q1: 2,340 shares 2,340 $707K 0.06% -13 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: 6,381 shares; 2024Q4: 6,453 shares; 2025Q1: 8,525 shares; 2025Q2: 7,940 shares; 2025Q3: 7,696 shares; 2025Q4: 8,092 shares; 2026Q1: 7,887 shares 7,887 $706K 0.06% -205 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 59,340 shares; 2025Q2: 60,330 shares; 2025Q3: 62,830 shares; 2025Q4: 12,446 shares; 2026Q1: 13,771 shares 13,771 $700K 0.06% +1,325 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: not reported; 2024Q4: 3,275 shares; 2025Q1: 3,427 shares; 2025Q2: 4,184 shares; 2025Q3: 6,970 shares; 2025Q4: 14,766 shares; 2026Q1: 15,216 shares 15,216 $698K 0.06% +450 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,609 shares; 2024Q4: 5,381 shares; 2025Q1: 4,675 shares; 2025Q2: 4,587 shares; 2025Q3: 3,962 shares; 2025Q4: 3,101 shares; 2026Q1: 3,207 shares 3,207 $697K 0.06% +106 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 760 shares; 2025Q1: 1,989 shares; 2025Q2: 2,054 shares; 2025Q3: 2,036 shares; 2025Q4: 1,997 shares; 2026Q1: 1,949 shares 1,949 $695K 0.06% -48 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,792 shares; 2024Q4: 2,729 shares; 2025Q1: 2,759 shares; 2025Q2: 2,625 shares; 2025Q3: 4,550 shares; 2025Q4: 4,180 shares; 2026Q1: 2,526 shares 2,526 $683K 0.05% -1,654 Timeline ILCV 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: 3,002 shares; 2024Q4: 3,781 shares; 2025Q1: 5,249 shares; 2025Q2: 6,395 shares; 2025Q3: 6,234 shares; 2025Q4: 6,081 shares; 2026Q1: 7,263 shares 7,263 $676K 0.05% +1,182 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: 6,399 shares; 2024Q4: 6,611 shares; 2025Q1: 7,578 shares; 2025Q2: 7,830 shares; 2025Q3: 8,609 shares; 2025Q4: 9,535 shares; 2026Q1: 9,347 shares 9,347 $672K 0.05% -188 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 5,823 shares; 2025Q1: 6,961 shares; 2025Q2: 6,182 shares; 2025Q3: 5,240 shares; 2025Q4: 5,321 shares; 2026Q1: 5,381 shares 5,381 $672K 0.05% +60 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,536 shares; 2026Q1: 6,155 shares 6,155 $666K 0.05% +1,619 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: 5,630 shares; 2024Q4: 6,055 shares; 2025Q1: 6,026 shares; 2025Q2: 6,006 shares; 2025Q3: 4,759 shares; 2025Q4: 4,624 shares; 2026Q1: 4,602 shares 4,602 $665K 0.05% -22 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: 549 shares; 2025Q1: 566 shares; 2025Q2: 562 shares; 2025Q3: 695 shares; 2025Q4: 683 shares; 2026Q1: 690 shares 690 $665K 0.05% +7 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,659 shares; 2024Q4: 11,316 shares; 2025Q1: 9,702 shares; 2025Q2: 12,736 shares; 2025Q3: 9,564 shares; 2025Q4: 8,772 shares; 2026Q1: 8,899 shares 8,899 $662K 0.05% +127 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,154 shares; 2026Q1: 4,438 shares 4,438 $657K 0.05% +2,284 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,845 shares; 2025Q4: 2,680 shares; 2026Q1: 3,665 shares 3,665 $653K 0.05% +985 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: 3,831 shares; 2024Q4: 4,852 shares; 2025Q1: 3,885 shares; 2025Q2: 4,097 shares; 2025Q3: 4,131 shares; 2025Q4: 4,459 shares; 2026Q1: 4,939 shares 4,939 $652K 0.05% +480 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,320 shares; 2024Q4: 5,363 shares; 2025Q1: 5,517 shares; 2025Q2: 5,186 shares; 2025Q3: 4,706 shares; 2025Q4: 4,464 shares; 2026Q1: 4,439 shares 4,439 $647K 0.05% -25 Timeline CPTL 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: 27,772 shares; 2024Q4: 24,706 shares; 2025Q1: 32,177 shares; 2025Q2: 28,313 shares; 2025Q3: 27,027 shares; 2025Q4: 24,727 shares; 2026Q1: 15,483 shares 15,483 $643K 0.05% -9,244 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,342 shares; 2024Q4: 12,275 shares; 2025Q1: 9,403 shares; 2025Q2: 7,993 shares; 2025Q3: 7,584 shares; 2025Q4: 7,920 shares; 2026Q1: 7,770 shares 7,770 $643K 0.05% -150 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: 5,163 shares; 2024Q4: 4,550 shares; 2025Q1: 4,382 shares; 2025Q2: 4,153 shares; 2025Q3: 3,923 shares; 2025Q4: 4,661 shares; 2026Q1: 5,336 shares 5,336 $642K 0.05% +675 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357 shares; 2024Q4: 410 shares; 2025Q1: 398 shares; 2025Q2: 6,517 shares; 2025Q3: 6,900 shares; 2025Q4: 7,026 shares; 2026Q1: 6,930 shares 6,930 $640K 0.05% -96 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: not reported; 2025Q3: 4,772 shares; 2025Q4: 6,942 shares; 2026Q1: 6,947 shares 6,947 $638K 0.05% +5 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: 544 shares; 2024Q4: 613 shares; 2025Q1: 1,243 shares; 2025Q2: 1,323 shares; 2025Q3: 1,263 shares; 2025Q4: 1,359 shares; 2026Q1: 1,393 shares 1,393 $622K 0.05% +34 Timeline SPEU 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: 6,051 shares; 2025Q2: 7,508 shares; 2025Q3: 10,024 shares; 2025Q4: 12,078 shares; 2026Q1: 12,037 shares 12,037 $617K 0.05% -41 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,628 shares; 2025Q3: 1,505 shares; 2025Q4: 1,542 shares; 2026Q1: 1,560 shares 1,560 $611K 0.05% +18 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: 3,483 shares; 2024Q4: 3,638 shares; 2025Q1: 3,819 shares; 2025Q2: 4,011 shares; 2025Q3: 4,312 shares; 2025Q4: 4,386 shares; 2026Q1: 5,291 shares 5,291 $608K 0.05% +905 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,734 shares; 2025Q1: 3,006 shares; 2025Q2: 3,130 shares; 2025Q3: 2,925 shares; 2025Q4: 3,107 shares; 2026Q1: 3,111 shares 3,111 $604K 0.05% +4 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,181 shares; 2024Q4: 1,168 shares; 2025Q1: 1,700 shares; 2025Q2: 1,817 shares; 2025Q3: 1,679 shares; 2025Q4: 1,608 shares; 2026Q1: 2,482 shares 2,482 $603K 0.05% +874 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,649 shares; 2025Q1: 3,180 shares; 2025Q2: 3,308 shares; 2025Q3: 3,540 shares; 2025Q4: 4,037 shares; 2026Q1: 4,554 shares 4,554 $602K 0.05% +517 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,413 shares; 2025Q3: 2,457 shares; 2025Q4: not reported; 2026Q1: 6,408 shares 6,408 $601K 0.05% new Timeline SPVM 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: not reported; 2025Q4: not reported; 2026Q1: 8,662 shares 8,662 $597K 0.05% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,465 shares 24,465 $597K 0.05% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,922 shares; 2025Q1: 3,426 shares; 2025Q2: 3,597 shares; 2025Q3: 3,579 shares; 2025Q4: 4,929 shares; 2026Q1: 7,227 shares 7,227 $592K 0.05% +2,298 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: 5,705 shares; 2024Q4: 5,664 shares; 2025Q1: 5,696 shares; 2025Q2: 5,587 shares; 2025Q3: 4,837 shares; 2025Q4: 4,894 shares; 2026Q1: 5,171 shares 5,171 $587K 0.05% +277 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: 1,400 shares; 2024Q4: 1,459 shares; 2025Q1: 1,561 shares; 2025Q2: 1,623 shares; 2025Q3: 1,676 shares; 2025Q4: 1,835 shares; 2026Q1: 1,886 shares 1,886 $586K 0.05% +51 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,031 shares; 2025Q1: 2,969 shares; 2025Q2: 2,911 shares; 2025Q3: 2,875 shares; 2025Q4: 2,913 shares; 2026Q1: 2,974 shares 2,974 $586K 0.05% +61 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: 4,699 shares; 2024Q4: 5,476 shares; 2025Q1: 5,444 shares; 2025Q2: 5,390 shares; 2025Q3: 5,349 shares; 2025Q4: 4,967 shares; 2026Q1: 4,822 shares 4,822 $584K 0.05% -145 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: 972 shares; 2024Q4: 1,249 shares; 2025Q1: 1,685 shares; 2025Q2: 1,445 shares; 2025Q3: 1,390 shares; 2025Q4: 1,351 shares; 2026Q1: 1,260 shares 1,260 $584K 0.05% -91 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 7,963 shares; 2025Q1: 8,284 shares; 2025Q2: 8,426 shares; 2025Q3: 12,972 shares; 2025Q4: 13,936 shares; 2026Q1: 14,014 shares 14,014 $568K 0.05% +78 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,261 shares; 2025Q3: 13,061 shares; 2025Q4: 13,061 shares; 2026Q1: 14,341 shares 14,341 $559K 0.04% +1,280 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: 707 shares; 2024Q4: 855 shares; 2025Q1: 898 shares; 2025Q2: 882 shares; 2025Q3: 886 shares; 2025Q4: 861 shares; 2026Q1: 919 shares 919 $555K 0.04% +58 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894 shares; 2024Q4: not reported; 2025Q1: 3,029 shares; 2025Q2: 3,067 shares; 2025Q3: 3,052 shares; 2025Q4: 3,224 shares; 2026Q1: 3,618 shares 3,618 $553K 0.04% +394 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 869 shares; 2025Q4: 1,068 shares; 2026Q1: 1,356 shares 1,356 $552K 0.04% +288 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: 4,214 shares; 2024Q4: 4,116 shares; 2025Q1: 4,248 shares; 2025Q2: 4,240 shares; 2025Q3: 3,615 shares; 2025Q4: 3,760 shares; 2026Q1: 3,788 shares 3,788 $550K 0.04% +28 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: 16,725 shares; 2024Q4: 24,920 shares; 2025Q1: 24,922 shares; 2025Q2: 22,631 shares; 2025Q3: 16,980 shares; 2025Q4: 20,837 shares; 2026Q1: 19,576 shares 19,576 $550K 0.04% -1,261 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 779 shares 779 $547K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,715 shares; 2024Q4: 6,840 shares; 2025Q1: 6,784 shares; 2025Q2: 6,814 shares; 2025Q3: 6,970 shares; 2025Q4: 8,317 shares; 2026Q1: 8,236 shares 8,236 $543K 0.04% -81 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,893 shares; 2024Q4: 5,068 shares; 2025Q1: 4,945 shares; 2025Q2: 5,131 shares; 2025Q3: 5,543 shares; 2025Q4: 5,628 shares; 2026Q1: 5,592 shares 5,592 $543K 0.04% -36 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,626 shares 17,626 $543K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,590 shares; 2025Q1: 1,434 shares; 2025Q2: 1,476 shares; 2025Q3: 1,324 shares; 2025Q4: 1,429 shares; 2026Q1: 1,581 shares 1,581 $540K 0.04% +152 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: 3,580 shares; 2024Q4: 3,689 shares; 2025Q1: 4,165 shares; 2025Q2: 4,190 shares; 2025Q3: 4,152 shares; 2025Q4: 4,267 shares; 2026Q1: 4,192 shares 4,192 $540K 0.04% -75 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 467 shares; 2025Q2: 644 shares; 2025Q3: 1,953 shares; 2025Q4: 1,946 shares; 2026Q1: 1,828 shares 1,828 $535K 0.04% -118 Timeline MITK MITEK SYS INC More: the full row for MITEK SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,045 shares; 2024Q4: 43,170 shares; 2025Q1: 42,370 shares; 2025Q2: 42,970 shares; 2025Q3: 39,220 shares; 2025Q4: 39,220 shares; 2026Q1: 39,320 shares 39,320 $531K 0.04% +100 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,088 shares 6,088 $521K 0.04% new Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 2,099 shares; 2025Q1: 2,074 shares; 2025Q2: 2,610 shares; 2025Q3: 2,648 shares; 2025Q4: 2,688 shares; 2026Q1: 2,679 shares 2,679 $521K 0.04% -9 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,082 shares; 2024Q4: 2,107 shares; 2025Q1: 5,827 shares; 2025Q2: 4,664 shares; 2025Q3: 4,308 shares; 2025Q4: 3,958 shares; 2026Q1: 3,154 shares 3,154 $519K 0.04% -804 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: 1,708 shares; 2024Q4: 1,796 shares; 2025Q1: 1,715 shares; 2025Q2: 2,099 shares; 2025Q3: 2,003 shares; 2025Q4: 2,127 shares; 2026Q1: 2,279 shares 2,279 $515K 0.04% +152 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: 3,255 shares; 2024Q4: 3,294 shares; 2025Q1: 3,566 shares; 2025Q2: 3,791 shares; 2025Q3: 4,366 shares; 2025Q4: 4,694 shares; 2026Q1: 5,510 shares 5,510 $512K 0.04% +816 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,045 shares; 2025Q3: 5,905 shares; 2025Q4: 7,965 shares; 2026Q1: 7,834 shares 7,834 $507K 0.04% -131 Timeline XYLD 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: 27,997 shares; 2024Q4: 20,765 shares; 2025Q1: 21,078 shares; 2025Q2: 16,407 shares; 2025Q3: 15,293 shares; 2025Q4: 15,097 shares; 2026Q1: 12,909 shares 12,909 $505K 0.04% -2,188 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: 5,208 shares; 2026Q1: 5,585 shares 5,585 $503K 0.04% +377 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: 2,217 shares; 2024Q4: 2,518 shares; 2025Q1: 2,380 shares; 2025Q2: 2,183 shares; 2025Q3: 2,212 shares; 2025Q4: 2,139 shares; 2026Q1: 2,105 shares 2,105 $497K 0.04% -34 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: 24,073 shares; 2024Q4: 19,389 shares; 2025Q1: 19,907 shares; 2025Q2: 20,139 shares; 2025Q3: 19,421 shares; 2025Q4: 16,397 shares; 2026Q1: 14,782 shares 14,782 $496K 0.04% -1,615 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: 3,226 shares; 2024Q4: 3,378 shares; 2025Q1: 3,378 shares; 2025Q2: 3,378 shares; 2025Q3: 3,378 shares; 2025Q4: 3,350 shares; 2026Q1: 3,542 shares 3,542 $481K 0.04% +192 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB 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: 5,788 shares; 2025Q3: 6,256 shares; 2025Q4: 7,449 shares; 2026Q1: 8,216 shares 8,216 $480K 0.04% +767 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: 2,607 shares; 2024Q4: 1,913 shares; 2025Q1: 1,971 shares; 2025Q2: 1,671 shares; 2025Q3: 1,729 shares; 2025Q4: 1,809 shares; 2026Q1: 1,907 shares 1,907 $463K 0.04% +98 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,956 shares; 2025Q2: 1,726 shares; 2025Q3: 1,970 shares; 2025Q4: 1,815 shares; 2026Q1: 1,620 shares 1,620 $460K 0.04% -195 Timeline FCAL FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,831 shares; 2024Q4: 6,787 shares; 2025Q1: 6,792 shares; 2025Q2: 8,928 shares; 2025Q3: 7,484 shares; 2025Q4: 7,511 shares; 2026Q1: 9,389 shares 9,389 $459K 0.04% +1,878 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,580 shares; 2025Q2: 5,822 shares; 2025Q3: 5,883 shares; 2025Q4: 6,146 shares; 2026Q1: 6,272 shares 6,272 $454K 0.04% +126 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,878 shares; 2025Q2: 2,291 shares; 2025Q3: 2,338 shares; 2025Q4: 2,837 shares; 2026Q1: 2,739 shares 2,739 $453K 0.04% -98 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: 2,215 shares; 2024Q4: 2,215 shares; 2025Q1: 2,219 shares; 2025Q2: 2,529 shares; 2025Q3: 2,550 shares; 2025Q4: 2,726 shares; 2026Q1: 2,759 shares 2,759 $451K 0.04% +33 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 704 shares 704 $447K 0.04% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 848 shares; 2024Q4: 844 shares; 2025Q1: 836 shares; 2025Q2: not reported; 2025Q3: 891 shares; 2025Q4: 1,220 shares; 2026Q1: 1,254 shares 1,254 $447K 0.04% +34 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 8,877 shares; 2025Q3: 8,577 shares; 2025Q4: 7,322 shares; 2026Q1: 6,953 shares 6,953 $447K 0.04% -369 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: 1,063 shares; 2024Q4: 1,065 shares; 2025Q1: 1,066 shares; 2025Q2: 1,041 shares; 2025Q3: 1,042 shares; 2025Q4: 1,044 shares; 2026Q1: 1,215 shares 1,215 $446K 0.04% +171 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,866 shares; 2025Q1: 4,340 shares; 2025Q2: 3,915 shares; 2025Q3: 3,412 shares; 2025Q4: 3,379 shares; 2026Q1: 3,515 shares 3,515 $441K 0.04% +136 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,242 shares; 2024Q4: 6,468 shares; 2025Q1: 4,929 shares; 2025Q2: 9,455 shares; 2025Q3: 10,298 shares; 2025Q4: 10,591 shares; 2026Q1: 10,618 shares 10,618 $439K 0.04% +27 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,064 shares; 2024Q4: 4,444 shares; 2025Q1: 4,308 shares; 2025Q2: 3,564 shares; 2025Q3: 3,471 shares; 2025Q4: 3,462 shares; 2026Q1: 3,481 shares 3,481 $436K 0.03% +19 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: 4,000 shares; 2025Q1: 5,569 shares; 2025Q2: 7,038 shares; 2025Q3: 7,638 shares; 2025Q4: 8,682 shares; 2026Q1: 8,487 shares 8,487 $427K 0.03% -195 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,258 shares; 2025Q3: 4,259 shares; 2025Q4: 4,259 shares; 2026Q1: 4,259 shares 4,259 $424K 0.03% 0 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: 9,874 shares; 2025Q2: 17,062 shares; 2025Q3: 28,466 shares; 2025Q4: 29,822 shares; 2026Q1: 1,329 shares 1,329 $423K 0.03% -28,493 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 817 shares; 2025Q2: 918 shares; 2025Q3: 918 shares; 2025Q4: 925 shares; 2026Q1: 993 shares 993 $422K 0.03% +68 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,765 shares; 2025Q2: 3,742 shares; 2025Q3: 3,859 shares; 2025Q4: 4,160 shares; 2026Q1: 4,554 shares 4,554 $421K 0.03% +394 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,117 shares; 2024Q4: 5,306 shares; 2025Q1: 5,336 shares; 2025Q2: 3,783 shares; 2025Q3: 3,554 shares; 2025Q4: 2,411 shares; 2026Q1: 2,668 shares 2,668 $420K 0.03% +257 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,442 shares; 2025Q4: 1,412 shares; 2026Q1: 1,882 shares 1,882 $412K 0.03% +470 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,156 shares 10,156 $410K 0.03% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,155 shares 7,155 $406K 0.03% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,931 shares; 2024Q4: 4,911 shares; 2025Q1: 5,411 shares; 2025Q2: 5,411 shares; 2025Q3: 5,411 shares; 2025Q4: 6,211 shares; 2026Q1: 6,003 shares 6,003 $403K 0.03% -208 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,505 shares; 2025Q1: 1,571 shares; 2025Q2: 1,612 shares; 2025Q3: 1,610 shares; 2025Q4: 1,708 shares; 2026Q1: 1,749 shares 1,749 $402K 0.03% +41 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,700 shares; 2024Q4: 8,036 shares; 2025Q1: 7,195 shares; 2025Q2: 8,315 shares; 2025Q3: 7,969 shares; 2025Q4: 8,175 shares; 2026Q1: 8,813 shares 8,813 $399K 0.03% +638 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,666 shares 1,666 $396K 0.03% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 6,541 shares; 2025Q1: 7,087 shares; 2025Q2: 5,756 shares; 2025Q3: 5,786 shares; 2025Q4: 6,177 shares; 2026Q1: 6,705 shares 6,705 $394K 0.03% +528 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: 1,382 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,267 shares; 2026Q1: 1,540 shares 1,540 $386K 0.03% +273 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: 605 shares; 2025Q1: 747 shares; 2025Q2: 808 shares; 2025Q3: 871 shares; 2025Q4: 927 shares; 2026Q1: 1,075 shares 1,075 $385K 0.03% +148 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: 4,647 shares; 2024Q4: 5,275 shares; 2025Q1: 6,853 shares; 2025Q2: 7,084 shares; 2025Q3: 6,790 shares; 2025Q4: 6,894 shares; 2026Q1: 6,872 shares 6,872 $383K 0.03% -22 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: 56,856 shares; 2024Q4: 64,048 shares; 2025Q1: 62,880 shares; 2025Q2: 63,760 shares; 2025Q3: 59,335 shares; 2025Q4: 41,283 shares; 2026Q1: 37,105 shares 37,105 $378K 0.03% -4,178 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: 5,053 shares; 2024Q4: 5,053 shares; 2025Q1: 5,053 shares; 2025Q2: 5,053 shares; 2025Q3: 5,001 shares; 2025Q4: 5,001 shares; 2026Q1: 5,001 shares 5,001 $374K 0.03% 0 Timeline TLH 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: 2,215 shares; 2025Q2: 2,684 shares; 2025Q3: 3,676 shares; 2025Q4: 3,280 shares; 2026Q1: 3,701 shares 3,701 $373K 0.03% +421 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,875 shares; 2024Q4: 4,930 shares; 2025Q1: 4,931 shares; 2025Q2: 4,871 shares; 2025Q3: 4,743 shares; 2025Q4: 4,749 shares; 2026Q1: 4,750 shares 4,750 $372K 0.03% +1 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,997 shares; 2024Q4: 3,009 shares; 2025Q1: 3,019 shares; 2025Q2: 3,026 shares; 2025Q3: 3,034 shares; 2025Q4: 3,045 shares; 2026Q1: 3,053 shares 3,053 $372K 0.03% +8 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 582 shares; 2025Q4: 655 shares; 2026Q1: 749 shares 749 $371K 0.03% +94 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: 3,232 shares; 2024Q4: 3,054 shares; 2025Q1: 3,273 shares; 2025Q2: 3,696 shares; 2025Q3: 3,325 shares; 2025Q4: 3,714 shares; 2026Q1: 3,949 shares 3,949 $371K 0.03% +235 Timeline IWV 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: 1,071 shares; 2024Q4: 1,051 shares; 2025Q1: 1,052 shares; 2025Q2: 919 shares; 2025Q3: 920 shares; 2025Q4: 923 shares; 2026Q1: 985 shares 985 $365K 0.03% +62 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,158 shares; 2025Q4: 1,153 shares; 2026Q1: 2,105 shares 2,105 $363K 0.03% +952 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON 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: 2,083 shares; 2025Q4: 2,124 shares; 2026Q1: 2,101 shares 2,101 $363K 0.03% -23 Timeline DGRW 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: 10,971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,343 shares; 2025Q3: 3,365 shares; 2025Q4: 6,431 shares; 2026Q1: 4,109 shares 4,109 $361K 0.03% -2,322 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: 21,164 shares; 2024Q4: 20,874 shares; 2025Q1: 21,040 shares; 2025Q2: 21,132 shares; 2025Q3: 20,313 shares; 2025Q4: 19,762 shares; 2026Q1: 19,990 shares 19,990 $360K 0.03% +228 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,637 shares; 2025Q2: 2,128 shares; 2025Q3: 2,183 shares; 2025Q4: 2,377 shares; 2026Q1: 2,490 shares 2,490 $360K 0.03% +113 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 487 shares; 2026Q1: 1,278 shares 1,278 $360K 0.03% +791 Timeline IEF 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: 3,497 shares; 2025Q2: 3,120 shares; 2025Q3: 3,339 shares; 2025Q4: 2,764 shares; 2026Q1: 3,772 shares 3,772 $360K 0.03% +1,008 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,371 shares; 2025Q2: 5,285 shares; 2025Q3: 5,406 shares; 2025Q4: 5,947 shares; 2026Q1: 6,858 shares 6,858 $356K 0.03% +911 Timeline AGIX KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,920 shares; 2026Q1: 10,780 shares 10,780 $353K 0.03% -140 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: 3,551 shares; 2024Q4: 3,553 shares; 2025Q1: 3,608 shares; 2025Q2: 3,552 shares; 2025Q3: 3,314 shares; 2025Q4: 3,315 shares; 2026Q1: 3,316 shares 3,316 $351K 0.03% +1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,996 shares; 2024Q4: 2,256 shares; 2025Q1: 2,532 shares; 2025Q2: 2,453 shares; 2025Q3: 2,430 shares; 2025Q4: 3,004 shares; 2026Q1: 3,779 shares 3,779 $348K 0.03% +775 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 173 shares; 2025Q1: 204 shares; 2025Q2: 203 shares; 2025Q3: 199 shares; 2025Q4: 205 shares; 2026Q1: 201 shares 201 $348K 0.03% -4 Timeline FLTR 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: 15,090 shares; 2024Q4: 13,064 shares; 2025Q1: 14,068 shares; 2025Q2: 16,468 shares; 2025Q3: 15,424 shares; 2025Q4: 14,111 shares; 2026Q1: 13,623 shares 13,623 $347K 0.03% -488 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,314 shares; 2024Q4: 6,314 shares; 2025Q1: 6,189 shares; 2025Q2: 6,309 shares; 2025Q3: 6,234 shares; 2025Q4: 5,429 shares; 2026Q1: 5,309 shares 5,309 $346K 0.03% -120 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,181 shares 4,181 $345K 0.03% new Timeline EFG 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: 4,591 shares; 2024Q4: 5,614 shares; 2025Q1: 3,642 shares; 2025Q2: 3,573 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,067 shares 3,067 $342K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 506 shares; 2025Q3: 492 shares; 2025Q4: 557 shares; 2026Q1: 606 shares 606 $341K 0.03% +49 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 973 shares; 2025Q1: 1,048 shares; 2025Q2: 1,099 shares; 2025Q3: 1,094 shares; 2025Q4: 1,061 shares; 2026Q1: 1,038 shares 1,038 $341K 0.03% -23 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: 1,838 shares; 2024Q4: 2,103 shares; 2025Q1: 2,232 shares; 2025Q2: 2,136 shares; 2025Q3: 2,223 shares; 2025Q4: 2,635 shares; 2026Q1: 2,594 shares 2,594 $340K 0.03% -41 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,273 shares; 2025Q3: 2,372 shares; 2025Q4: 2,761 shares; 2026Q1: 2,686 shares 2,686 $339K 0.03% -75 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,111 shares; 2025Q2: 6,047 shares; 2025Q3: 5,967 shares; 2025Q4: 6,332 shares; 2026Q1: 6,785 shares 6,785 $339K 0.03% +453 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: 2,880 shares; 2024Q4: 2,952 shares; 2025Q1: 2,962 shares; 2025Q2: 2,954 shares; 2025Q3: 2,543 shares; 2025Q4: 2,757 shares; 2026Q1: 2,404 shares 2,404 $335K 0.03% -353 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,025 shares; 2024Q4: 6,619 shares; 2025Q1: 6,758 shares; 2025Q2: 7,672 shares; 2025Q3: 5,171 shares; 2025Q4: 5,430 shares; 2026Q1: 6,192 shares 6,192 $335K 0.03% +762 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: 2,360 shares; 2024Q4: 2,396 shares; 2025Q1: 2,577 shares; 2025Q2: 3,311 shares; 2025Q3: 3,321 shares; 2025Q4: 3,222 shares; 2026Q1: 3,255 shares 3,255 $334K 0.03% +33 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,210 shares; 2024Q4: 4,186 shares; 2025Q1: 4,967 shares; 2025Q2: 5,661 shares; 2025Q3: 4,394 shares; 2025Q4: 7,550 shares; 2026Q1: 6,658 shares 6,658 $334K 0.03% -892 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,459 shares; 2024Q4: 30,813 shares; 2025Q1: 31,401 shares; 2025Q2: 29,706 shares; 2025Q3: 29,981 shares; 2025Q4: 28,983 shares; 2026Q1: 28,912 shares 28,912 $334K 0.03% -71 Timeline EIS 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: 2,711 shares; 2025Q1: 2,711 shares; 2025Q2: 2,726 shares; 2025Q3: 2,726 shares; 2025Q4: 2,753 shares; 2026Q1: 2,853 shares 2,853 $331K 0.03% +100 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,025 shares; 2024Q4: 935 shares; 2025Q1: 2,015 shares; 2025Q2: 1,344 shares; 2025Q3: 1,184 shares; 2025Q4: 758 shares; 2026Q1: 958 shares 958 $331K 0.03% +200 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 414 shares; 2025Q2: 347 shares; 2025Q3: 389 shares; 2025Q4: 383 shares; 2026Q1: 369 shares 369 $331K 0.03% -14 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,628 shares; 2024Q4: 2,628 shares; 2025Q1: 2,656 shares; 2025Q2: 2,717 shares; 2025Q3: 2,681 shares; 2025Q4: 2,721 shares; 2026Q1: 3,013 shares 3,013 $331K 0.03% +292 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,200 shares; 2025Q3: 1,204 shares; 2025Q4: 1,318 shares; 2026Q1: 1,807 shares 1,807 $330K 0.03% +489 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,914 shares; 2024Q4: 5,231 shares; 2025Q1: 4,653 shares; 2025Q2: 4,633 shares; 2025Q3: 4,698 shares; 2025Q4: 4,781 shares; 2026Q1: 5,071 shares 5,071 $328K 0.03% +290 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: 3,008 shares; 2026Q1: 3,508 shares 3,508 $326K 0.03% +500 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,243 shares; 2025Q4: 4,927 shares; 2026Q1: 5,196 shares 5,196 $325K 0.03% +269 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: 2,549 shares; 2024Q4: 2,545 shares; 2025Q1: 2,836 shares; 2025Q2: 2,865 shares; 2025Q3: 2,895 shares; 2025Q4: 2,988 shares; 2026Q1: 3,168 shares 3,168 $324K 0.03% +180 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: 4,708 shares; 2024Q4: 5,328 shares; 2025Q1: 5,944 shares; 2025Q2: 5,247 shares; 2025Q3: 5,047 shares; 2025Q4: 5,026 shares; 2026Q1: 5,295 shares 5,295 $321K 0.03% +269 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,195 shares; 2025Q4: 5,212 shares; 2026Q1: 6,148 shares 6,148 $320K 0.03% +936 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: 1,802 shares; 2024Q4: 2,908 shares; 2025Q1: 1,602 shares; 2025Q2: 2,002 shares; 2025Q3: 1,957 shares; 2025Q4: 1,959 shares; 2026Q1: 2,083 shares 2,083 $315K 0.03% +124 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,594 shares 1,594 $314K 0.03% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: not reported; 2025Q1: 1,749 shares; 2025Q2: 1,751 shares; 2025Q3: 1,646 shares; 2025Q4: 1,699 shares; 2026Q1: 1,723 shares 1,723 $314K 0.03% +24 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: 3,109 shares; 2025Q2: 2,041 shares; 2025Q3: 3,239 shares; 2025Q4: 2,434 shares; 2026Q1: 2,953 shares 2,953 $313K 0.03% +519 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 719 shares; 2025Q4: 931 shares; 2026Q1: 823 shares 823 $313K 0.02% -108 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,729 shares; 2024Q4: 15,979 shares; 2025Q1: 15,979 shares; 2025Q2: 19,489 shares; 2025Q3: 22,423 shares; 2025Q4: 24,460 shares; 2026Q1: 28,293 shares 28,293 $312K 0.02% +3,833 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,054 shares 1,054 $311K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,292 shares; 2024Q4: 2,343 shares; 2025Q1: 2,762 shares; 2025Q2: 3,344 shares; 2025Q3: 1,263 shares; 2025Q4: 1,448 shares; 2026Q1: 1,637 shares 1,637 $310K 0.02% +189 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,308 shares; 2025Q2: 1,361 shares; 2025Q3: 1,229 shares; 2025Q4: 1,268 shares; 2026Q1: 1,284 shares 1,284 $307K 0.02% +16 Timeline BBAG 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: 6,647 shares; 2024Q4: 6,688 shares; 2025Q1: 6,790 shares; 2025Q2: 6,956 shares; 2025Q3: 6,915 shares; 2025Q4: 6,547 shares; 2026Q1: 6,618 shares 6,618 $305K 0.02% +71 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,309 shares; 2025Q3: 1,295 shares; 2025Q4: 1,289 shares; 2026Q1: 1,325 shares 1,325 $305K 0.02% +36 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,036 shares; 2025Q1: 1,180 shares; 2025Q2: 1,135 shares; 2025Q3: 1,259 shares; 2025Q4: 1,445 shares; 2026Q1: 893 shares 893 $302K 0.02% -552 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,161 shares; 2024Q4: 1,169 shares; 2025Q1: 1,145 shares; 2025Q2: 1,057 shares; 2025Q3: 959 shares; 2025Q4: 959 shares; 2026Q1: 959 shares 959 $299K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65 shares; 2024Q4: 65 shares; 2025Q1: 67 shares; 2025Q2: 68 shares; 2025Q3: 67 shares; 2025Q4: 69 shares; 2026Q1: 71 shares 71 $299K 0.02% +2 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,288 shares; 2026Q1: 1,502 shares 1,502 $297K 0.02% +214 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 5,190 shares; 2025Q1: not reported; 2025Q2: 5,589 shares; 2025Q3: 5,611 shares; 2025Q4: 8,859 shares; 2026Q1: 6,505 shares 6,505 $296K 0.02% -2,354 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY 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: 1,955 shares; 2025Q4: 2,075 shares; 2026Q1: 2,554 shares 2,554 $296K 0.02% +479 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: 3,853 shares; 2025Q1: 4,443 shares; 2025Q2: 3,051 shares; 2025Q3: 2,507 shares; 2025Q4: 2,025 shares; 2026Q1: 2,408 shares 2,408 $296K 0.02% +383 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,150 shares; 2024Q4: 2,152 shares; 2025Q1: 2,023 shares; 2025Q2: 2,025 shares; 2025Q3: 2,029 shares; 2025Q4: 2,039 shares; 2026Q1: 2,048 shares 2,048 $295K 0.02% +9 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 344 shares; 2025Q4: 360 shares; 2026Q1: 341 shares 341 $294K 0.02% -19 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC 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: 23,713 shares; 2025Q4: 26,764 shares; 2026Q1: 23,789 shares 23,789 $293K 0.02% -2,975 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,441 shares; 2025Q2: not reported; 2025Q3: 2,161 shares; 2025Q4: 2,567 shares; 2026Q1: 3,380 shares 3,380 $293K 0.02% +813 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,822 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,822 shares; 2025Q4: 1,822 shares; 2026Q1: 1,330 shares 1,330 $291K 0.02% -492 Timeline NAC NUVEEN CA DIVI ADV MUN More: the full row for NUVEEN CA DIVI ADV MUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,032 shares; 2024Q4: not reported; 2025Q1: 11,012 shares; 2025Q2: 11,012 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,921 shares 24,921 $290K 0.02% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,507 shares; 2024Q4: 2,824 shares; 2025Q1: 2,915 shares; 2025Q2: 2,796 shares; 2025Q3: not reported; 2025Q4: 2,257 shares; 2026Q1: 2,387 shares 2,387 $289K 0.02% +130 Timeline RYLD 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: 18,679 shares; 2025Q1: 19,449 shares; 2025Q2: 20,039 shares; 2025Q3: 20,714 shares; 2025Q4: 21,334 shares; 2026Q1: 19,342 shares 19,342 $289K 0.02% -1,992 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 329 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 361 shares; 2026Q1: 375 shares 375 $289K 0.02% +14 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,791 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,909 shares; 2025Q4: 33,960 shares; 2026Q1: 23,486 shares 23,486 $286K 0.02% -10,474 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,096 shares; 2025Q1: 11,563 shares; 2025Q2: 11,511 shares; 2025Q3: 10,602 shares; 2025Q4: 10,726 shares; 2026Q1: 11,037 shares 11,037 $286K 0.02% +311 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,136 shares 3,136 $285K 0.02% new 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: 724 shares; 2024Q4: 828 shares; 2025Q1: 629 shares; 2025Q2: 643 shares; 2025Q3: 645 shares; 2025Q4: 626 shares; 2026Q1: 656 shares 656 $285K 0.02% +30 Timeline SLVP 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: 8,020 shares 8,020 $284K 0.02% new 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: 561 shares; 2024Q4: 612 shares; 2025Q1: 593 shares; 2025Q2: 650 shares; 2025Q3: 460 shares; 2025Q4: 503 shares; 2026Q1: 656 shares 656 $284K 0.02% +153 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,665 shares; 2025Q1: not reported; 2025Q2: 2,665 shares; 2025Q3: 2,665 shares; 2025Q4: 2,603 shares; 2026Q1: 2,603 shares 2,603 $281K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,350 shares; 2025Q1: 1,166 shares; 2025Q2: 1,460 shares; 2025Q3: 1,447 shares; 2025Q4: 1,456 shares; 2026Q1: 1,371 shares 1,371 $279K 0.02% -85 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,233 shares; 2025Q4: 21,215 shares; 2026Q1: 3,870 shares 3,870 $277K 0.02% -17,345 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: 676 shares; 2026Q1: 693 shares 693 $276K 0.02% +17 Timeline SPMB 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: 16,714 shares; 2024Q4: 21,714 shares; 2025Q1: 23,193 shares; 2025Q2: 23,564 shares; 2025Q3: 20,340 shares; 2025Q4: 12,204 shares; 2026Q1: 12,257 shares 12,257 $274K 0.02% +53 Timeline USMC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 4,249 shares; 2025Q4: 4,249 shares; 2026Q1: 4,249 shares 4,249 $273K 0.02% 0 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: 62,689 shares; 2024Q4: 49,340 shares; 2025Q1: 16,220 shares; 2025Q2: 14,782 shares; 2025Q3: 13,275 shares; 2025Q4: 11,720 shares; 2026Q1: 10,627 shares 10,627 $272K 0.02% -1,093 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,221 shares; 2024Q4: 1,284 shares; 2025Q1: 1,222 shares; 2025Q2: 1,310 shares; 2025Q3: 1,303 shares; 2025Q4: 1,306 shares; 2026Q1: 1,336 shares 1,336 $271K 0.02% +30 Timeline CANC TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,382 shares 7,382 $271K 0.02% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,449 shares 2,449 $269K 0.02% new 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: not reported; 2025Q3: 4,444 shares; 2025Q4: 5,644 shares; 2026Q1: 5,374 shares 5,374 $266K 0.02% -270 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,283 shares; 2024Q4: 2,153 shares; 2025Q1: 2,173 shares; 2025Q2: 1,986 shares; 2025Q3: 1,810 shares; 2025Q4: 1,716 shares; 2026Q1: 950 shares 950 $264K 0.02% -766 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 971 shares; 2025Q1: 907 shares; 2025Q2: 947 shares; 2025Q3: 905 shares; 2025Q4: 924 shares; 2026Q1: 985 shares 985 $263K 0.02% +61 Timeline LCTU 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: 3,258 shares; 2025Q1: not reported; 2025Q2: 3,307 shares; 2025Q3: 3,289 shares; 2025Q4: 3,372 shares; 2026Q1: 3,738 shares 3,738 $262K 0.02% +366 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: 3,500 shares; 2024Q4: 3,589 shares; 2025Q1: 3,589 shares; 2025Q2: 3,669 shares; 2025Q3: 3,313 shares; 2025Q4: 4,060 shares; 2026Q1: 4,166 shares 4,166 $261K 0.02% +106 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 359 shares; 2025Q4: 368 shares; 2026Q1: 357 shares 357 $260K 0.02% -11 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: not reported; 2025Q4: 1,163 shares; 2026Q1: 1,244 shares 1,244 $259K 0.02% +81 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 875 shares; 2025Q2: 916 shares; 2025Q3: 920 shares; 2025Q4: 964 shares; 2026Q1: 970 shares 970 $258K 0.02% +6 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 804 shares; 2025Q3: 802 shares; 2025Q4: 797 shares; 2026Q1: 853 shares 853 $257K 0.02% +56 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS 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: 20,750 shares; 2025Q3: 20,750 shares; 2025Q4: 20,750 shares; 2026Q1: 20,750 shares 20,750 $256K 0.02% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,859 shares; 2024Q4: 5,642 shares; 2025Q1: 5,419 shares; 2025Q2: 5,363 shares; 2025Q3: 5,289 shares; 2025Q4: 5,326 shares; 2026Q1: 3,713 shares 3,713 $252K 0.02% -1,613 Timeline PSC PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 4,399 shares; 2025Q2: 4,399 shares; 2025Q3: 4,399 shares; 2025Q4: 4,399 shares; 2026Q1: 4,399 shares 4,399 $252K 0.02% 0 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: 13,500 shares; 2025Q4: 16,490 shares; 2026Q1: 27,697 shares 27,697 $250K 0.02% +11,207 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,506 shares; 2024Q4: 12,506 shares; 2025Q1: 16,047 shares; 2025Q2: 16,016 shares; 2025Q3: 16,011 shares; 2025Q4: 20,244 shares; 2026Q1: 11,544 shares 11,544 $250K 0.02% -8,700 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 618 shares 618 $250K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 589 shares; 2025Q2: 552 shares; 2025Q3: 566 shares; 2025Q4: 541 shares; 2026Q1: 509 shares 509 $247K 0.02% -32 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 808 shares 808 $246K 0.02% +105 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 2,686 shares; 2025Q4: 3,236 shares; 2026Q1: 3,091 shares 3,091 $246K 0.02% -145 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: not reported; 2024Q4: not reported; 2025Q1: 1,929 shares; 2025Q2: 3,384 shares; 2025Q3: 2,488 shares; 2025Q4: 2,297 shares; 2026Q1: 1,714 shares 1,714 $244K 0.02% -583 Timeline FTSM 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: 10,883 shares; 2024Q4: 5,901 shares; 2025Q1: 5,905 shares; 2025Q2: 5,511 shares; 2025Q3: 5,392 shares; 2025Q4: 3,996 shares; 2026Q1: 4,071 shares 4,071 $243K 0.02% +75 Timeline FXU 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: 5,111 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,896 shares 4,896 $243K 0.02% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,171 shares; 2025Q1: 2,198 shares; 2025Q2: 1,796 shares; 2025Q3: 1,919 shares; 2025Q4: 1,946 shares; 2026Q1: 1,849 shares 1,849 $242K 0.02% -97 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,919 shares; 2024Q4: 13,943 shares; 2025Q1: 14,039 shares; 2025Q2: 14,063 shares; 2025Q3: 13,333 shares; 2025Q4: 13,360 shares; 2026Q1: 12,529 shares 12,529 $242K 0.02% -831 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,673 shares; 2025Q2: 4,555 shares; 2025Q3: 3,809 shares; 2025Q4: 6,891 shares; 2026Q1: 6,508 shares 6,508 $239K 0.02% -383 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 691 shares 691 $238K 0.02% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,106 shares 4,106 $234K 0.02% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,929 shares; 2025Q1: 3,424 shares; 2025Q2: 3,313 shares; 2025Q3: 2,728 shares; 2025Q4: 2,638 shares; 2026Q1: 2,632 shares 2,632 $233K 0.02% -6 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,484 shares; 2024Q4: 3,484 shares; 2025Q1: 3,484 shares; 2025Q2: 3,384 shares; 2025Q3: 3,280 shares; 2025Q4: 3,280 shares; 2026Q1: 3,280 shares 3,280 $233K 0.02% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT 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: 1,384 shares; 2025Q3: 1,390 shares; 2025Q4: 1,453 shares; 2026Q1: 1,522 shares 1,522 $232K 0.02% +69 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,553 shares; 2025Q2: 14,017 shares; 2025Q3: not reported; 2025Q4: 7,405 shares; 2026Q1: 8,307 shares 8,307 $228K 0.02% +902 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,530 shares; 2025Q3: 3,530 shares; 2025Q4: 3,530 shares; 2026Q1: 3,530 shares 3,530 $226K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,264 shares; 2025Q4: not reported; 2026Q1: 3,093 shares 3,093 $225K 0.02% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,790 shares; 2025Q3: 1,793 shares; 2025Q4: 1,407 shares; 2026Q1: 1,445 shares 1,445 $224K 0.02% +38 Timeline IWX 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: 2,415 shares; 2025Q3: 2,415 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares 2,415 $224K 0.02% 0 Timeline XT 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: 3,461 shares; 2025Q3: 3,194 shares; 2025Q4: 3,285 shares; 2026Q1: 3,252 shares 3,252 $222K 0.02% -33 Timeline IGF 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: 3,305 shares 3,305 $221K 0.02% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,727 shares; 2025Q1: not reported; 2025Q2: 1,664 shares; 2025Q3: 1,665 shares; 2025Q4: 1,669 shares; 2026Q1: 1,671 shares 1,671 $221K 0.02% +2 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 422 shares; 2026Q1: 322 shares 322 $220K 0.02% -100 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,262 shares 2,262 $218K 0.02% new Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,210 shares 1,210 $218K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares; 2026Q1: 1,028 shares 1,028 $217K 0.02% +36 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,521 shares; 2024Q4: 8,457 shares; 2025Q1: 6,276 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,736 shares 5,736 $217K 0.02% new 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: not reported; 2026Q1: 662 shares 662 $216K 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 874 shares 874 $216K 0.02% 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: not reported; 2025Q1: 1,449 shares; 2025Q2: 1,407 shares; 2025Q3: 1,398 shares; 2025Q4: 1,443 shares; 2026Q1: 1,426 shares 1,426 $215K 0.02% -17 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,717 shares; 2025Q3: 2,417 shares; 2025Q4: 2,414 shares; 2026Q1: 2,500 shares 2,500 $212K 0.02% +86 Timeline KGRN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,399 shares 7,399 $212K 0.02% new Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,965 shares; 2024Q4: 5,965 shares; 2025Q1: 5,965 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,351 shares; 2026Q1: 4,351 shares 4,351 $211K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 63 shares; 2025Q2: 63 shares; 2025Q3: 63 shares; 2025Q4: 61 shares; 2026Q1: 62 shares 62 $209K 0.02% +1 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: 62,629 shares; 2024Q4: 36,522 shares; 2025Q1: 31,749 shares; 2025Q2: 5,301 shares; 2025Q3: 3,121 shares; 2025Q4: 2,869 shares; 2026Q1: 2,452 shares 2,452 $209K 0.02% -417 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: not reported; 2025Q3: not reported; 2025Q4: 3,845 shares; 2026Q1: 3,895 shares 3,895 $207K 0.02% +50 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,420 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,862 shares; 2026Q1: 3,114 shares 3,114 $207K 0.02% +252 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,571 shares; 2025Q3: 2,709 shares; 2025Q4: 2,679 shares; 2026Q1: 2,063 shares 2,063 $206K 0.02% -616 Timeline IEI 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: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 2,489 shares; 2025Q2: 2,131 shares; 2025Q3: 2,127 shares; 2025Q4: 1,682 shares; 2026Q1: 1,734 shares 1,734 $206K 0.02% +52 Timeline XLG 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: 23,496 shares; 2024Q4: 44,936 shares; 2025Q1: 18,381 shares; 2025Q2: not reported; 2025Q3: 4,012 shares; 2025Q4: 3,757 shares; 2026Q1: 3,757 shares 3,757 $205K 0.02% 0 Timeline XHB 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: 5,158 shares; 2024Q4: 6,275 shares; 2025Q1: 6,967 shares; 2025Q2: 5,875 shares; 2025Q3: 4,556 shares; 2025Q4: 3,140 shares; 2026Q1: 2,073 shares 2,073 $205K 0.02% -1,067 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,754 shares; 2025Q4: 2,903 shares; 2026Q1: 2,842 shares 2,842 $204K 0.02% -61 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 624 shares 624 $203K 0.02% new Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,688 shares; 2025Q3: 9,541 shares; 2025Q4: 9,179 shares; 2026Q1: 8,714 shares 8,714 $203K 0.02% -465 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,995 shares 3,995 $202K 0.02% new Timeline QVMT 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: not reported; 2026Q1: 3,391 shares 3,391 $202K 0.02% new Timeline SUSC 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: 8,707 shares 8,707 $201K 0.02% new Timeline CALF 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: 26,626 shares; 2024Q4: 27,353 shares; 2025Q1: 31,587 shares; 2025Q2: 41,672 shares; 2025Q3: 4,994 shares; 2025Q4: not reported; 2026Q1: 4,474 shares 4,474 $201K 0.02% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,318 shares 4,318 $200K 0.02% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,447 shares; 2024Q4: 11,340 shares; 2025Q1: 11,791 shares; 2025Q2: 14,285 shares; 2025Q3: 14,515 shares; 2025Q4: 14,684 shares; 2026Q1: 14,819 shares 14,819 $191K 0.02% +135 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,236 shares 10,236 $175K 0.01% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND 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: 12,928 shares 12,928 $157K 0.01% new 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: 12,500 shares; 2024Q4: 12,500 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares; 2025Q3: 12,500 shares; 2025Q4: 12,500 shares; 2026Q1: 12,500 shares 12,500 $155K 0.01% 0 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,388 shares; 2025Q4: 50,888 shares; 2026Q1: 52,888 shares 52,888 $148K 0.01% +2,000 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 10,140 shares 10,140 $127K 0.01% new Timeline OPP RIVERNORTH DOUBLELINE STRATE More: the full row for RIVERNORTH DOUBLELINE STRATE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,383 shares; 2024Q4: 31,790 shares; 2025Q1: 25,529 shares; 2025Q2: 25,676 shares; 2025Q3: 25,824 shares; 2025Q4: 15,872 shares; 2026Q1: 16,097 shares 16,097 $123K 0.01% +225 Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM 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: 15,827 shares; 2026Q1: 15,827 shares 15,827 $115K 0.01% 0 Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,939 shares; 2024Q4: 36,924 shares; 2025Q1: 35,794 shares; 2025Q2: 35,513 shares; 2025Q3: 31,574 shares; 2025Q4: 29,594 shares; 2026Q1: 20,953 shares 20,953 $114K 0.01% -8,641 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,354 shares; 2024Q4: 10,587 shares; 2025Q1: 10,809 shares; 2025Q2: 11,047 shares; 2025Q3: 11,267 shares; 2025Q4: 11,515 shares; 2026Q1: 11,753 shares 11,753 $111K 0.01% +238 Timeline VKQ INVESCO MUNICIPAL TRUST More: the full row for INVESCO MUNICIPAL 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: 11,040 shares; 2025Q4: 11,100 shares; 2026Q1: 11,161 shares 11,161 $106K 0.01% +61 Timeline OCGN OCUGEN INC More: the full row for OCUGEN 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 $27.1K <0.01% 0 Timeline LXRX LEXICON PHARMACEUTICALS INC More: the full row for LEXICON PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,600 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,990 shares; 2025Q3: 10,990 shares; 2025Q4: 10,990 shares; 2026Q1: 10,990 shares 10,990 $17.1K <0.01% 0 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $5.53K <0.01% 0 Timeline ZOOZ ZOOZ STRATEGY LTD More: the full row for ZOOZ STRATEGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $4.37K <0.01% 0 Timeline