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: 142,735 shares; 2024Q4: 142,981 shares; 2025Q1: 151,419 shares; 2025Q2: 160,365 shares; 2025Q3: 156,000 shares; 2025Q4: 155,580 shares; 2026Q1: 157,994 shares 157,994 $33.4M 11.5% +2,414 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: 259,758 shares; 2024Q4: 260,992 shares; 2025Q1: 271,328 shares; 2025Q2: 292,743 shares; 2025Q3: 290,370 shares; 2025Q4: 289,940 shares; 2026Q1: 290,090 shares 290,090 $32.8M 11.31% +150 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,749 shares; 2024Q4: 93,477 shares; 2025Q1: 97,280 shares; 2025Q2: 115,109 shares; 2025Q3: 113,998 shares; 2025Q4: 114,148 shares; 2026Q1: 115,437 shares 115,437 $21.9M 7.54% +1,289 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,009 shares; 2024Q4: 46,963 shares; 2025Q1: 50,550 shares; 2025Q2: 61,860 shares; 2025Q3: 60,627 shares; 2025Q4: 60,334 shares; 2026Q1: 61,157 shares 61,157 $19.2M 6.62% +823 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: 21,615 shares; 2024Q4: 21,700 shares; 2025Q1: 24,563 shares; 2025Q2: 31,027 shares; 2025Q3: 31,089 shares; 2025Q4: 31,564 shares; 2026Q1: 31,469 shares 31,469 $18.2M 6.26% -95 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: 92,552 shares; 2024Q4: 92,915 shares; 2025Q1: 93,839 shares; 2025Q2: 95,033 shares; 2025Q3: 95,570 shares; 2025Q4: 97,861 shares; 2026Q1: 98,520 shares 98,520 $14.9M 5.14% +659 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: 30,955 shares; 2024Q4: 30,955 shares; 2025Q1: not reported; 2025Q2: 39,360 shares; 2025Q3: 37,910 shares; 2025Q4: 38,212 shares; 2026Q1: 38,112 shares 38,112 $7.94M 2.74% -100 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: 48,994 shares; 2024Q4: 49,527 shares; 2025Q1: 51,350 shares; 2025Q2: 53,335 shares; 2025Q3: 52,750 shares; 2025Q4: 52,692 shares; 2026Q1: 52,760 shares 52,760 $7.69M 2.65% +68 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: 90,157 shares; 2024Q4: 89,991 shares; 2025Q1: 72,347 shares; 2025Q2: 73,028 shares; 2025Q3: 71,686 shares; 2025Q4: 71,404 shares; 2026Q1: 70,949 shares 70,949 $6.89M 2.38% -455 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: 49,638 shares; 2024Q4: 49,719 shares; 2025Q1: 52,218 shares; 2025Q2: 54,074 shares; 2025Q3: 52,518 shares; 2025Q4: 51,636 shares; 2026Q1: 52,210 shares 52,210 $6.69M 2.31% +574 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,424 shares; 2024Q4: 18,272 shares; 2025Q1: 46,461 shares; 2025Q2: 33,308 shares; 2025Q3: 36,188 shares; 2025Q4: 36,189 shares; 2026Q1: 35,921 shares 35,921 $6.26M 2.16% -268 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: 4,488 shares; 2024Q4: 4,512 shares; 2025Q1: 4,536 shares; 2025Q2: 6,507 shares; 2025Q3: 6,529 shares; 2025Q4: 6,549 shares; 2026Q1: 6,574 shares 6,574 $5.56M 1.92% +25 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: 3,159 shares; 2024Q4: 3,086 shares; 2025Q1: 3,225 shares; 2025Q2: 3,328 shares; 2025Q3: 3,275 shares; 2025Q4: 3,398 shares; 2026Q1: 7,945 shares 7,945 $5.18M 1.79% +4,547 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: 5,320 shares; 2024Q4: 5,470 shares; 2025Q1: 13,670 shares; 2025Q2: 19,064 shares; 2025Q3: 12,459 shares; 2025Q4: 12,350 shares; 2026Q1: 13,405 shares 13,405 $4.98M 1.72% +1,055 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: 14,890 shares; 2024Q4: 14,891 shares; 2025Q1: not reported; 2025Q2: 14,409 shares; 2025Q3: 13,758 shares; 2025Q4: 13,393 shares; 2026Q1: 14,349 shares 14,349 $3.64M 1.26% +956 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,047 shares; 2024Q4: 11,092 shares; 2025Q1: 8,796 shares; 2025Q2: 29,364 shares; 2025Q3: 29,282 shares; 2025Q4: 29,522 shares; 2026Q1: 29,609 shares 29,609 $3.58M 1.23% +87 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: 7,122 shares; 2024Q4: 7,122 shares; 2025Q1: 7,122 shares; 2025Q2: 9,853 shares; 2025Q3: 9,853 shares; 2025Q4: 9,853 shares; 2026Q1: 9,853 shares 9,853 $2.9M 1% 0 Timeline CWB 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: 27,758 shares; 2024Q4: 27,345 shares; 2025Q1: 30,645 shares; 2025Q2: 30,554 shares; 2025Q3: 30,529 shares; 2025Q4: 30,662 shares; 2026Q1: 30,227 shares 30,227 $2.77M 0.95% -435 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,961 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,406 shares; 2025Q3: 59,945 shares; 2025Q4: 59,963 shares; 2026Q1: 57,371 shares 57,371 $2.63M 0.91% -2,592 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: 57,860 shares; 2024Q4: 57,740 shares; 2025Q1: 47,601 shares; 2025Q2: 47,689 shares; 2025Q3: 47,081 shares; 2025Q4: 47,493 shares; 2026Q1: 48,407 shares 48,407 $2.62M 0.9% +914 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: 3,518 shares; 2024Q4: 3,519 shares; 2025Q1: 3,835 shares; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 4,057 shares; 2026Q1: 6,034 shares 6,034 $2.23M 0.77% +1,977 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: 4,801 shares; 2024Q4: 4,801 shares; 2025Q1: 4,801 shares; 2025Q2: 5,304 shares; 2025Q3: 5,155 shares; 2025Q4: 4,771 shares; 2026Q1: 4,547 shares 4,547 $2.18M 0.75% -224 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: 4,911 shares; 2024Q4: 4,913 shares; 2025Q1: 4,915 shares; 2025Q2: 4,915 shares; 2025Q3: 4,917 shares; 2025Q4: 4,793 shares; 2026Q1: 4,794 shares 4,794 $2.09M 0.72% +1 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: 8,445 shares; 2024Q4: 15,154 shares; 2025Q1: 17,863 shares; 2025Q2: 19,815 shares; 2025Q3: 20,371 shares; 2025Q4: 34,524 shares; 2026Q1: 52,880 shares 52,880 $2.03M 0.7% +18,356 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: 5,448 shares; 2024Q4: 5,454 shares; 2025Q1: 5,985 shares; 2025Q2: 7,844 shares; 2025Q3: 7,715 shares; 2025Q4: 8,275 shares; 2026Q1: 7,361 shares 7,361 $1.83M 0.63% -914 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,118 shares; 2024Q4: 55,453 shares; 2025Q1: 57,363 shares; 2025Q2: 57,237 shares; 2025Q3: 55,025 shares; 2025Q4: 56,407 shares; 2026Q1: 57,293 shares 57,293 $1.74M 0.6% +886 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,323 shares; 2024Q4: 9,380 shares; 2025Q1: 9,448 shares; 2025Q2: 9,541 shares; 2025Q3: 9,637 shares; 2025Q4: 9,718 shares; 2026Q1: 9,800 shares 9,800 $1.69M 0.58% +82 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: 5,334 shares; 2024Q4: 5,334 shares; 2025Q1: 5,342 shares; 2025Q2: 5,314 shares; 2025Q3: 5,314 shares; 2025Q4: 5,314 shares; 2026Q1: 5,314 shares 5,314 $1.53M 0.53% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,222 shares; 2024Q4: 20,380 shares; 2025Q1: 19,946 shares; 2025Q2: 19,085 shares; 2025Q3: 19,085 shares; 2025Q4: 19,085 shares; 2026Q1: 19,085 shares 19,085 $1.51M 0.52% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,596 shares; 2024Q4: 15,449 shares; 2025Q1: 15,419 shares; 2025Q2: 15,419 shares; 2025Q3: 12,079 shares; 2025Q4: 12,079 shares; 2026Q1: 12,079 shares 12,079 $1.41M 0.49% 0 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: 10,058 shares; 2024Q4: 11,183 shares; 2025Q1: 11,238 shares; 2025Q2: 11,300 shares; 2025Q3: 11,361 shares; 2025Q4: 22,846 shares; 2026Q1: 22,941 shares 22,941 $1.41M 0.48% +95 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,360 shares; 2025Q3: 3,260 shares; 2025Q4: 3,260 shares; 2026Q1: 5,020 shares 5,020 $1.27M 0.44% +1,760 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,562 shares; 2024Q4: 16,820 shares; 2025Q1: 17,040 shares; 2025Q2: 17,270 shares; 2025Q3: 17,529 shares; 2025Q4: 17,800 shares; 2026Q1: 18,050 shares 18,050 $1.17M 0.4% +250 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: 737 shares; 2024Q4: 737 shares; 2025Q1: 737 shares; 2025Q2: 737 shares; 2025Q3: 1,927 shares; 2025Q4: 1,927 shares; 2026Q1: 1,927 shares 1,927 $1.16M 0.4% 0 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,838 shares; 2024Q4: 19,991 shares; 2025Q1: 20,156 shares; 2025Q2: 20,334 shares; 2025Q3: 20,515 shares; 2025Q4: 20,718 shares; 2026Q1: 20,876 shares 20,876 $1.13M 0.39% +158 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,405 shares; 2024Q4: 22,447 shares; 2025Q1: 22,487 shares; 2025Q2: 22,531 shares; 2025Q3: 23,742 shares; 2025Q4: 23,930 shares; 2026Q1: 21,152 shares 21,152 $1.11M 0.38% -2,778 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: 4,574 shares; 2024Q4: 4,576 shares; 2025Q1: 4,578 shares; 2025Q2: 4,580 shares; 2025Q3: 4,582 shares; 2025Q4: 4,584 shares; 2026Q1: 4,586 shares 4,586 $1.11M 0.38% +2 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: 30,819 shares; 2024Q4: 26,233 shares; 2025Q1: 22,542 shares; 2025Q2: 21,831 shares; 2025Q3: 21,750 shares; 2025Q4: 21,750 shares; 2026Q1: 21,834 shares 21,834 $1.11M 0.38% +84 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: 4,864 shares; 2024Q4: 4,828 shares; 2025Q1: 5,639 shares; 2025Q2: 5,639 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares; 2026Q1: 5,057 shares 5,057 $1.11M 0.38% 0 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: 6,303 shares; 2024Q4: 6,303 shares; 2025Q1: not reported; 2025Q2: 6,303 shares; 2025Q3: 6,339 shares; 2025Q4: 6,358 shares; 2026Q1: 6,359 shares 6,359 $1.08M 0.37% +1 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: 1,845 shares; 2024Q4: 1,845 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 2,845 shares; 2025Q4: 2,845 shares; 2026Q1: 4,881 shares 4,881 $1.07M 0.37% +2,036 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,044 shares; 2024Q4: 26,044 shares; 2025Q1: 26,044 shares; 2025Q2: 25,704 shares; 2025Q3: 24,199 shares; 2025Q4: 32,086 shares; 2026Q1: 25,477 shares 25,477 $1.03M 0.36% -6,609 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: 7,040 shares; 2024Q4: 7,040 shares; 2025Q1: not reported; 2025Q2: 7,040 shares; 2025Q3: 7,040 shares; 2025Q4: 7,040 shares; 2026Q1: 7,040 shares 7,040 $981K 0.34% 0 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: 8,628 shares; 2024Q4: 8,628 shares; 2025Q1: not reported; 2025Q2: 8,628 shares; 2025Q3: 8,628 shares; 2025Q4: 8,628 shares; 2026Q1: 8,628 shares 8,628 $979K 0.34% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,034 shares; 2025Q4: 3,145 shares; 2026Q1: 3,145 shares 3,145 $973K 0.34% 0 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: 10,215 shares; 2024Q4: 10,215 shares; 2025Q1: 10,215 shares; 2025Q2: 10,215 shares; 2025Q3: 10,215 shares; 2025Q4: 20,430 shares; 2026Q1: 20,430 shares 20,430 $938K 0.32% 0 Timeline PFXF 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: 58,010 shares; 2024Q4: 58,130 shares; 2025Q1: 58,152 shares; 2025Q2: 53,244 shares; 2025Q3: 53,244 shares; 2025Q4: 53,244 shares; 2026Q1: 53,244 shares 53,244 $934K 0.32% 0 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: 3,300 shares; 2025Q3: 3,300 shares; 2025Q4: 3,300 shares; 2026Q1: 3,300 shares 3,300 $922K 0.32% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,216 shares; 2024Q4: 8,051 shares; 2025Q1: 7,953 shares; 2025Q2: 7,845 shares; 2025Q3: 7,845 shares; 2025Q4: 9,096 shares; 2026Q1: 9,104 shares 9,104 $916K 0.32% +8 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,709 shares; 2024Q4: 6,709 shares; 2025Q1: 6,709 shares; 2025Q2: 6,709 shares; 2025Q3: 6,709 shares; 2025Q4: 6,709 shares; 2026Q1: 6,709 shares 6,709 $879K 0.3% 0 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: 4,775 shares; 2024Q4: 4,822 shares; 2025Q1: 5,784 shares; 2025Q2: 6,969 shares; 2025Q3: 6,995 shares; 2025Q4: 7,028 shares; 2026Q1: 7,024 shares 7,024 $873K 0.3% -4 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: 10,857 shares; 2024Q4: 10,857 shares; 2025Q1: 10,857 shares; 2025Q2: 10,857 shares; 2025Q3: 10,857 shares; 2025Q4: 10,857 shares; 2026Q1: 10,857 shares 10,857 $842K 0.29% 0 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: 7,990 shares; 2024Q4: 8,019 shares; 2025Q1: 9,972 shares; 2025Q2: 11,889 shares; 2025Q3: 11,882 shares; 2025Q4: 11,932 shares; 2026Q1: 11,956 shares 11,956 $807K 0.28% +24 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: 16,012 shares; 2024Q4: 18,063 shares; 2025Q1: 18,089 shares; 2025Q2: 18,114 shares; 2025Q3: 18,138 shares; 2025Q4: 17,164 shares; 2026Q1: 16,277 shares 16,277 $804K 0.28% -887 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,183 shares; 2025Q1: 24,183 shares; 2025Q2: 38,614 shares; 2025Q3: 38,614 shares; 2025Q4: 38,614 shares; 2026Q1: 38,614 shares 38,614 $791K 0.27% 0 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: 6,544 shares; 2024Q4: 6,544 shares; 2025Q1: 6,544 shares; 2025Q2: 6,544 shares; 2025Q3: 6,622 shares; 2025Q4: 6,622 shares; 2026Q1: 6,800 shares 6,800 $782K 0.27% +178 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,397 shares; 2025Q3: 9,423 shares; 2025Q4: not reported; 2026Q1: 3,731 shares 3,731 $772K 0.27% new 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: 4,430 shares; 2024Q4: 4,460 shares; 2025Q1: 4,489 shares; 2025Q2: 4,520 shares; 2025Q3: 4,551 shares; 2025Q4: 4,578 shares; 2026Q1: 4,605 shares 4,605 $758K 0.26% +27 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,671 shares; 2025Q4: 6,671 shares; 2026Q1: 6,671 shares 6,671 $755K 0.26% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: 2,260 shares; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 2,260 shares 2,260 $743K 0.26% 0 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: 3,460 shares; 2025Q1: 3,460 shares; 2025Q2: 3,460 shares; 2025Q3: 3,460 shares; 2025Q4: 3,460 shares; 2026Q1: 3,460 shares 3,460 $740K 0.26% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,083 shares; 2024Q4: 3,083 shares; 2025Q1: 3,083 shares; 2025Q2: 3,583 shares; 2025Q3: 3,583 shares; 2025Q4: 3,583 shares; 2026Q1: 3,583 shares 3,583 $739K 0.25% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 2,553 shares; 2025Q1: 2,316 shares; 2025Q2: 2,316 shares; 2025Q3: 2,316 shares; 2025Q4: 2,698 shares; 2026Q1: 2,564 shares 2,564 $736K 0.25% -134 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: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.25% 0 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: 708 shares; 2025Q1: 708 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 708 shares; 2026Q1: 708 shares 708 $681K 0.23% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: not reported; 2025Q1: 2,789 shares; 2025Q2: 14,290 shares; 2025Q3: not reported; 2025Q4: 10,073 shares; 2026Q1: 8,683 shares 8,683 $665K 0.23% -1,390 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: 7,330 shares; 2024Q4: 7,330 shares; 2025Q1: 7,080 shares; 2025Q2: 7,080 shares; 2025Q3: 7,080 shares; 2025Q4: 7,080 shares; 2026Q1: 7,080 shares 7,080 $658K 0.23% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $628K 0.22% 0 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: 3,587 shares; 2024Q4: 3,587 shares; 2025Q1: 3,587 shares; 2025Q2: 3,587 shares; 2025Q3: 3,587 shares; 2025Q4: 3,587 shares; 2026Q1: 3,587 shares 3,587 $598K 0.21% 0 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: 2,283 shares; 2024Q4: 2,283 shares; 2025Q1: 2,283 shares; 2025Q2: 2,283 shares; 2025Q3: 2,306 shares; 2025Q4: 2,317 shares; 2026Q1: 2,317 shares 2,317 $566K 0.2% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,438 shares; 2025Q1: 4,438 shares; 2025Q2: 4,438 shares; 2025Q3: 4,438 shares; 2025Q4: 4,438 shares; 2026Q1: 4,438 shares 4,438 $562K 0.19% 0 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: not reported; 2026Q1: 6,824 shares 6,824 $546K 0.19% new Timeline VOT 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: 2,109 shares; 2024Q4: 2,109 shares; 2025Q1: 2,109 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,109 shares; 2026Q1: 2,109 shares 2,109 $543K 0.19% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,270 shares; 2025Q1: 3,345 shares; 2025Q2: 4,245 shares; 2025Q3: 4,245 shares; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares 4,245 $542K 0.19% 0 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: 5,552 shares; 2024Q4: 5,552 shares; 2025Q1: 4,652 shares; 2025Q2: 4,652 shares; 2025Q3: 4,652 shares; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares 4,327 $541K 0.19% 0 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: 17,116 shares; 2024Q4: 17,284 shares; 2025Q1: 17,441 shares; 2025Q2: 17,581 shares; 2025Q3: 17,861 shares; 2025Q4: 18,104 shares; 2026Q1: 18,256 shares 18,256 $529K 0.18% +152 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: 10,002 shares; 2024Q4: 10,135 shares; 2025Q1: 9,790 shares; 2025Q2: 9,866 shares; 2025Q3: 10,017 shares; 2025Q4: 10,131 shares; 2026Q1: 9,253 shares 9,253 $525K 0.18% -878 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: 8,653 shares; 2024Q4: 8,653 shares; 2025Q1: 8,653 shares; 2025Q2: 8,653 shares; 2025Q3: 8,653 shares; 2025Q4: 8,653 shares; 2026Q1: 8,653 shares 8,653 $525K 0.18% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 598 shares; 2025Q4: 864 shares; 2026Q1: 1,206 shares 1,206 $519K 0.18% +342 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: 434 shares; 2024Q4: 434 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 518 shares; 2025Q4: 876 shares; 2026Q1: 898 shares 898 $513K 0.18% +22 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: 2,730 shares; 2025Q1: 2,730 shares; 2025Q2: 2,851 shares; 2025Q3: 3,297 shares; 2025Q4: 3,606 shares; 2026Q1: 3,827 shares 3,827 $510K 0.18% +221 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: 1,595 shares; 2024Q4: 1,595 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,608 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $502K 0.17% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 6,039 shares; 2025Q1: 6,039 shares; 2025Q2: 6,039 shares; 2025Q3: 6,039 shares; 2025Q4: 6,039 shares; 2026Q1: 6,039 shares 6,039 $500K 0.17% 0 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: 4,109 shares; 2024Q4: 4,109 shares; 2025Q1: 4,109 shares; 2025Q2: 4,109 shares; 2025Q3: 4,109 shares; 2025Q4: 4,109 shares; 2026Q1: 4,109 shares 4,109 $498K 0.17% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,392 shares; 2024Q4: 5,392 shares; 2025Q1: 5,392 shares; 2025Q2: 5,392 shares; 2025Q3: 5,392 shares; 2025Q4: 5,392 shares; 2026Q1: 5,392 shares 5,392 $468K 0.16% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,840 shares; 2024Q4: 11,912 shares; 2025Q1: 11,994 shares; 2025Q2: 12,083 shares; 2025Q3: 12,187 shares; 2025Q4: 12,299 shares; 2026Q1: 12,414 shares 12,414 $462K 0.16% +115 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: 6,202 shares; 2024Q4: 6,202 shares; 2025Q1: 6,202 shares; 2025Q2: 6,202 shares; 2025Q3: 6,202 shares; 2025Q4: 6,202 shares; 2026Q1: 6,202 shares 6,202 $451K 0.16% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $439K 0.15% 0 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: 3,635 shares; 2024Q4: 3,635 shares; 2025Q1: not reported; 2025Q2: 3,695 shares; 2025Q3: 3,695 shares; 2025Q4: 3,695 shares; 2026Q1: 3,695 shares 3,695 $438K 0.15% 0 Timeline FETH FIDELITY ETHEREUM FD More: the full row for FIDELITY ETHEREUM 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: 20,944 shares 20,944 $437K 0.15% new 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: 1,825 shares; 2024Q4: 1,825 shares; 2025Q1: 2,078 shares; 2025Q2: 2,384 shares; 2025Q3: 2,385 shares; 2025Q4: 2,385 shares; 2026Q1: 2,386 shares 2,386 $433K 0.15% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,256 shares; 2025Q4: 1,256 shares; 2026Q1: 1,256 shares 1,256 $429K 0.15% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 4,775 shares; 2025Q1: 5,375 shares; 2025Q2: 5,875 shares; 2025Q3: 5,875 shares; 2025Q4: 5,875 shares; 2026Q1: 5,875 shares 5,875 $423K 0.15% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,239 shares; 2024Q4: 1,239 shares; 2025Q1: 1,239 shares; 2025Q2: 1,239 shares; 2025Q3: 1,239 shares; 2025Q4: 1,239 shares; 2026Q1: 1,517 shares 1,517 $416K 0.14% +278 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,359 shares; 2024Q4: 2,359 shares; 2025Q1: 2,359 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,359 shares; 2026Q1: 2,359 shares 2,359 $409K 0.14% 0 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: 35,587 shares; 2024Q4: 32,740 shares; 2025Q1: 33,169 shares; 2025Q2: 33,238 shares; 2025Q3: 33,298 shares; 2025Q4: 33,351 shares; 2026Q1: 33,405 shares 33,405 $385K 0.13% +54 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: 3,006 shares; 2024Q4: 3,006 shares; 2025Q1: 3,006 shares; 2025Q2: 3,006 shares; 2025Q3: 3,006 shares; 2025Q4: 3,006 shares; 2026Q1: 3,006 shares 3,006 $374K 0.13% 0 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 5,550 shares; 2025Q4: 5,600 shares; 2026Q1: 5,600 shares 5,600 $368K 0.13% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,585 shares; 2024Q4: 6,585 shares; 2025Q1: 6,585 shares; 2025Q2: 6,585 shares; 2025Q3: 6,585 shares; 2025Q4: 6,585 shares; 2026Q1: 6,585 shares 6,585 $357K 0.12% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 393 shares; 2025Q2: 393 shares; 2025Q3: 365 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650 $351K 0.12% 0 Timeline FTF FRANKLIN LTD DURATION INCOME More: the full row for FRANKLIN LTD DURATION INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,320 shares; 2024Q4: 55,448 shares; 2025Q1: 55,707 shares; 2025Q2: 55,982 shares; 2025Q3: 59,383 shares; 2025Q4: 59,684 shares; 2026Q1: 60,001 shares 60,001 $350K 0.12% +317 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: 8,125 shares; 2024Q4: 8,263 shares; 2025Q1: 8,395 shares; 2025Q2: 8,535 shares; 2025Q3: 8,681 shares; 2025Q4: 8,827 shares; 2026Q1: 8,960 shares 8,960 $339K 0.12% +133 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,452 shares; 2025Q4: 4,452 shares; 2026Q1: 2,457 shares 2,457 $334K 0.12% -1,995 Timeline OKLO OKLO INC More: the full row for OKLO 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: 6,735 shares; 2025Q3: 6,735 shares; 2025Q4: 6,735 shares; 2026Q1: 6,735 shares 6,735 $334K 0.12% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,063 shares; 2024Q4: 3,063 shares; 2025Q1: not reported; 2025Q2: 5,563 shares; 2025Q3: 5,563 shares; 2025Q4: 5,527 shares; 2026Q1: 5,527 shares 5,527 $333K 0.11% 0 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: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,427 shares; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,427 shares 1,427 $328K 0.11% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,791 shares; 2024Q4: 2,791 shares; 2025Q1: 2,791 shares; 2025Q2: 2,711 shares; 2025Q3: 2,711 shares; 2025Q4: 2,711 shares; 2026Q1: 2,897 shares 2,897 $323K 0.11% +186 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: 6,138 shares; 2024Q4: 6,138 shares; 2025Q1: 6,138 shares; 2025Q2: 6,138 shares; 2025Q3: 6,138 shares; 2025Q4: 6,138 shares; 2026Q1: 6,138 shares 6,138 $299K 0.1% 0 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,571 shares; 2024Q4: 7,653 shares; 2025Q1: 7,653 shares; 2025Q2: 7,489 shares; 2025Q3: 7,489 shares; 2025Q4: 6,714 shares; 2026Q1: 6,714 shares 6,714 $289K 0.1% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,308 shares; 2025Q1: 1,558 shares; 2025Q2: 1,808 shares; 2025Q3: 1,808 shares; 2025Q4: 1,808 shares; 2026Q1: 1,808 shares 1,808 $273K 0.09% 0 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: 1,704 shares; 2024Q4: 1,704 shares; 2025Q1: not reported; 2025Q2: 1,704 shares; 2025Q3: 1,544 shares; 2025Q4: 1,544 shares; 2026Q1: 1,544 shares 1,544 $267K 0.09% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 624 shares; 2026Q1: 624 shares 624 $266K 0.09% 0 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: 388 shares; 2024Q4: 390 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 416 shares; 2025Q4: 418 shares; 2026Q1: 437 shares 437 $261K 0.09% +19 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,539 shares; 2025Q4: 9,698 shares; 2026Q1: 9,698 shares 9,698 $258K 0.09% 0 Timeline EFC ELLINGTON FINANCIAL INC More: the full row for ELLINGTON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,225 shares; 2024Q4: 21,225 shares; 2025Q1: 21,225 shares; 2025Q2: 21,225 shares; 2025Q3: 21,225 shares; 2025Q4: 21,225 shares; 2026Q1: 21,225 shares 21,225 $254K 0.09% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares 2,148 $254K 0.09% 0 Timeline HTD HANCOCK JOHN TAX-ADVANTAGED More: the full row for HANCOCK JOHN TAX-ADVANTAGED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,100 shares; 2024Q4: 10,100 shares; 2025Q1: 10,100 shares; 2025Q2: 10,100 shares; 2025Q3: 10,100 shares; 2025Q4: 10,100 shares; 2026Q1: 10,100 shares 10,100 $250K 0.09% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,472 shares; 2025Q1: 3,472 shares; 2025Q2: 3,472 shares; 2025Q3: 3,472 shares; 2025Q4: 3,472 shares; 2026Q1: 3,472 shares 3,472 $246K 0.08% 0 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: 2,817 shares; 2024Q4: 2,817 shares; 2025Q1: 2,817 shares; 2025Q2: 2,817 shares; 2025Q3: 2,817 shares; 2025Q4: 2,817 shares; 2026Q1: 3,026 shares 3,026 $241K 0.08% +209 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: 523 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 551 shares 551 $238K 0.08% +28 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,156 shares; 2026Q1: 1,158 shares 1,158 $236K 0.08% +2 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: 3,165 shares; 2024Q4: 4,855 shares; 2025Q1: 5,055 shares; 2025Q2: 5,055 shares; 2025Q3: 5,055 shares; 2025Q4: 4,690 shares; 2026Q1: 4,811 shares 4,811 $233K 0.08% +121 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,183 shares; 2025Q1: 2,183 shares; 2025Q2: 2,183 shares; 2025Q3: 2,183 shares; 2025Q4: 2,183 shares; 2026Q1: 2,183 shares 2,183 $232K 0.08% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,674 shares; 2025Q1: 4,337 shares; 2025Q2: 4,337 shares; 2025Q3: 4,337 shares; 2025Q4: 4,337 shares; 2026Q1: 4,337 shares 4,337 $221K 0.08% 0 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: 4,896 shares; 2024Q4: not reported; 2025Q1: 4,627 shares; 2025Q2: 4,627 shares; 2025Q3: 4,719 shares; 2025Q4: not reported; 2026Q1: 4,399 shares 4,399 $221K 0.08% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,115 shares; 2024Q4: 8,160 shares; 2025Q1: 8,205 shares; 2025Q2: 8,263 shares; 2025Q3: 8,310 shares; 2025Q4: 8,367 shares; 2026Q1: 8,424 shares 8,424 $215K 0.07% +57 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: not reported; 2024Q4: not reported; 2025Q1: 1,200 shares; 2025Q2: 1,259 shares; 2025Q3: 1,197 shares; 2025Q4: not reported; 2026Q1: 1,714 shares 1,714 $214K 0.07% 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: not reported; 2024Q4: 17,452 shares; 2025Q1: 20,581 shares; 2025Q2: 21,889 shares; 2025Q3: 24,446 shares; 2025Q4: 27,070 shares; 2026Q1: 27,347 shares 27,347 $210K 0.07% +277 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: 401 shares; 2025Q1: 401 shares; 2025Q2: 401 shares; 2025Q3: 401 shares; 2025Q4: 2,005 shares; 2026Q1: 2,005 shares 2,005 $210K 0.07% 0 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: 2,536 shares; 2025Q3: 2,536 shares; 2025Q4: 2,536 shares; 2026Q1: 2,536 shares 2,536 $209K 0.07% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,309 shares; 2025Q1: 1,219 shares; 2025Q2: 1,049 shares; 2025Q3: 779 shares; 2025Q4: 606 shares; 2026Q1: 606 shares 606 $207K 0.07% 0 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: 2,228 shares; 2024Q4: 2,228 shares; 2025Q1: 2,228 shares; 2025Q2: 2,228 shares; 2025Q3: 2,228 shares; 2025Q4: 2,228 shares; 2026Q1: 2,228 shares 2,228 $205K 0.07% 0 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: 367 shares; 2024Q4: 359 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 298 shares; 2025Q4: 298 shares; 2026Q1: 298 shares 298 $195K 0.07% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: not reported; 2025Q2: 973 shares; 2025Q3: 973 shares; 2025Q4: 973 shares; 2026Q1: 973 shares 973 $191K 0.07% 0 Timeline BOTZ 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: 5,252 shares; 2024Q4: 5,252 shares; 2025Q1: 5,402 shares; 2025Q2: 6,992 shares; 2025Q3: 5,402 shares; 2025Q4: 5,402 shares; 2026Q1: 5,402 shares 5,402 $179K 0.06% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 1,890 shares; 2025Q1: 1,540 shares; 2025Q2: 1,540 shares; 2025Q3: 1,540 shares; 2025Q4: 1,540 shares; 2026Q1: 1,540 shares 1,540 $170K 0.06% 0 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: 11,951 shares; 2024Q4: 12,219 shares; 2025Q1: 12,356 shares; 2025Q2: 12,576 shares; 2025Q3: 12,803 shares; 2025Q4: 13,096 shares; 2026Q1: 13,244 shares 13,244 $162K 0.06% +148 Timeline FSOL FIDELITY SOLANA FD More: the full row for FIDELITY SOLANA 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: 15,940 shares 15,940 $155K 0.05% new Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 747 shares; 2026Q1: 747 shares 747 $154K 0.05% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,718 shares; 2025Q1: 10,718 shares; 2025Q2: 11,204 shares; 2025Q3: 11,516 shares; 2025Q4: 11,516 shares; 2026Q1: 11,244 shares 11,244 $152K 0.05% -272 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: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 3,420 shares; 2025Q2: 1,820 shares; 2025Q3: 1,820 shares; 2025Q4: 1,820 shares; 2026Q1: 1,820 shares 1,820 $151K 0.05% 0 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,600 shares; 2026Q1: 17,515 shares 17,515 $149K 0.05% -2,085 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 620 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $142K 0.05% 0 Timeline SBET SHARPLINK INC More: the full row for SHARPLINK 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: 10,780 shares; 2025Q4: 26,779 shares; 2026Q1: 21,624 shares 21,624 $139K 0.05% -5,155 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: 2,001 shares; 2024Q4: 2,030 shares; 2025Q1: 1,944 shares; 2025Q2: 1,063 shares; 2025Q3: 1,075 shares; 2025Q4: 1,317 shares; 2026Q1: 1,235 shares 1,235 $135K 0.05% -82 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: 19,476 shares; 2024Q4: 19,530 shares; 2025Q1: 12,466 shares; 2025Q2: 12,511 shares; 2025Q3: 12,558 shares; 2025Q4: 12,618 shares; 2026Q1: 10,182 shares 10,182 $126K 0.04% -2,436 Timeline LTBR LIGHTBRIDGE CORP More: the full row for LIGHTBRIDGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,650 shares; 2025Q2: 11,650 shares; 2025Q3: 11,650 shares; 2025Q4: 11,650 shares; 2026Q1: 11,650 shares 11,650 $124K 0.04% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,340 shares; 2025Q3: 14,340 shares; 2025Q4: 14,593 shares; 2026Q1: 14,593 shares 14,593 $124K 0.04% 0 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: 72 shares; 2024Q4: 72 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 180 shares; 2025Q4: 243 shares; 2026Q1: 306 shares 306 $117K 0.04% +63 Timeline WELLS FARGO & CO 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $116K 0.04% 0 ISRA 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: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares; 2026Q1: 1,750 shares 1,750 $106K 0.04% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,030 shares; 2025Q3: 11,607 shares; 2025Q4: 29,696 shares; 2026Q1: 30,696 shares 30,696 $94.2K 0.03% +1,000 Timeline WHF WHITEHORSE FIN INC More: the full row for WHITEHORSE FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,060 shares; 2024Q4: 11,060 shares; 2025Q1: 11,060 shares; 2025Q2: 11,060 shares; 2025Q3: 11,060 shares; 2025Q4: 12,033 shares; 2026Q1: 12,033 shares 12,033 $92.2K 0.03% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,627 shares; 2025Q1: 11,627 shares; 2025Q2: 11,627 shares; 2025Q3: 11,627 shares; 2025Q4: 11,627 shares; 2026Q1: 11,627 shares 11,627 $88.4K 0.03% 0 Timeline IXC 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: 1,377 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,432 shares; 2025Q3: 1,432 shares; 2025Q4: 1,462 shares; 2026Q1: 1,462 shares 1,462 $84.2K 0.03% 0 Timeline DRIV 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: 1,100 shares; 2025Q3: 1,912 shares; 2025Q4: 2,489 shares; 2026Q1: 2,675 shares 2,675 $81.6K 0.03% +186 Timeline IHF 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: 1,745 shares; 2024Q4: 1,745 shares; 2025Q1: 1,745 shares; 2025Q2: 1,745 shares; 2025Q3: 1,745 shares; 2025Q4: 1,745 shares; 2026Q1: 1,745 shares 1,745 $73K 0.03% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 0 shares; 2024Q4: 6,375 shares; 2025Q1: 6,375 shares; 2025Q2: 1,958 shares; 2025Q3: 1,958 shares; 2025Q4: 1,979 shares; 2026Q1: 1,979 shares 1,979 $71K 0.02% 0 Timeline VV 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: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 227 shares; 2025Q3: 227 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $68.1K 0.02% 0 Timeline IJS 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: 533 shares; 2024Q4: 533 shares; 2025Q1: 533 shares; 2025Q2: 533 shares; 2025Q3: 533 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $63.1K 0.02% 0 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: 760 shares; 2024Q4: 773 shares; 2025Q1: 773 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 808 shares; 2026Q1: 808 shares 808 $60.1K 0.02% 0 Timeline IJT 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: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $57.9K 0.02% 0 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 251 shares; 2025Q3: 659 shares; 2025Q4: 754 shares; 2026Q1: 838 shares 838 $57.3K 0.02% +84 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: 501 shares; 2024Q4: 501 shares; 2025Q1: 501 shares; 2025Q2: 501 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $47.8K 0.02% 0 Timeline EOSU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,000 shares 50,000 $45.9K 0.02% new Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,640 shares; 2026Q1: 16,924 shares 16,924 $45.2K 0.02% -3,716 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,970 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $24.5K 0.01% 0 Timeline BANK OF AMER CORP 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: 20 shares; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $23.8K 0.01% 0 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: 788 shares; 2024Q4: 788 shares; 2025Q1: 788 shares; 2025Q2: 788 shares; 2025Q3: 788 shares; 2025Q4: 788 shares; 2026Q1: 788 shares 788 $20.7K 0.01% 0 Timeline YYAI AIRWA INC More: the full row for AIRWA 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: 14,100 shares 14,100 $11.8K <0.01% new Timeline IBB 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: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $6.75K <0.01% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16 shares; 2026Q1: 16 shares 16 $5.13K <0.01% 0 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 0 shares; 2025Q4: 98 shares; 2026Q1: 98 shares 98 $4.57K <0.01% 0 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: 172 shares; 2024Q4: 175 shares; 2025Q1: 177 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $74 <0.01% 0 Timeline