JBND 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: 253,549 shares 253,549 $13.6M 2.29% new 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: 4,980 shares; 2024Q4: 6,403 shares; 2025Q1: 43,980 shares; 2025Q2: 69,043 shares; 2025Q3: 79,090 shares; 2025Q4: 86,528 shares; 2026Q1: 76,945 shares 76,945 $13.1M 2.2% -9,583 Timeline AVSC 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: 147,902 shares; 2024Q4: 168,432 shares; 2025Q1: 123,283 shares; 2025Q2: 48,166 shares; 2025Q3: 51,065 shares; 2025Q4: 188,507 shares; 2026Q1: 201,160 shares 201,160 $12.5M 2.11% +12,653 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: 9,017 shares; 2024Q4: 10,855 shares; 2025Q1: 13,273 shares; 2025Q2: 13,176 shares; 2025Q3: 11,260 shares; 2025Q4: 13,968 shares; 2026Q1: 28,587 shares 28,587 $10.6M 1.78% +14,619 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: 13,622 shares; 2024Q4: 19,427 shares; 2025Q1: 28,450 shares; 2025Q2: 32,723 shares; 2025Q3: 31,669 shares; 2025Q4: 38,423 shares; 2026Q1: 44,382 shares 44,382 $10.5M 1.78% +5,959 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: 41,219 shares; 2024Q4: 70,557 shares; 2025Q1: 94,627 shares; 2025Q2: 63,192 shares; 2025Q3: 73,044 shares; 2025Q4: 95,633 shares; 2026Q1: 100,886 shares 100,886 $10.4M 1.76% +5,253 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly 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: 72,531 shares; 2026Q1: 195,398 shares 195,398 $9.66M 1.63% +122,867 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: 42,632 shares; 2024Q4: 60,635 shares; 2025Q1: 90,201 shares; 2025Q2: 103,910 shares; 2025Q3: 106,767 shares; 2025Q4: 136,258 shares; 2026Q1: 126,937 shares 126,937 $9.54M 1.61% -9,321 Timeline JIII JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 69,097 shares; 2026Q1: 191,568 shares 191,568 $9.5M 1.6% +122,471 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: not reported; 2025Q1: not reported; 2025Q2: 308,713 shares; 2025Q3: 489,561 shares; 2025Q4: 654,962 shares; 2026Q1: 415,618 shares 415,618 $9.4M 1.58% -239,344 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: 32,180 shares; 2024Q4: 5,573 shares; 2025Q1: 17,931 shares; 2025Q2: 24,394 shares; 2025Q3: 25,346 shares; 2025Q4: 26,416 shares; 2026Q1: 42,255 shares 42,255 $8.8M 1.48% +15,839 Timeline SJNK 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: 61,222 shares; 2025Q3: 90,989 shares; 2025Q4: 238,174 shares; 2026Q1: 352,024 shares 352,024 $8.79M 1.48% +113,850 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155,571 shares; 2024Q4: 153,619 shares; 2025Q1: 151,896 shares; 2025Q2: 148,633 shares; 2025Q3: 128,721 shares; 2025Q4: 134,129 shares; 2026Q1: 430,169 shares 430,169 $8.78M 1.48% +296,040 Timeline PIT 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: 115,567 shares; 2026Q1: 121,254 shares 121,254 $8.78M 1.48% +5,687 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly 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: 130,719 shares; 2026Q1: 423,120 shares 423,120 $8.61M 1.45% +292,401 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly 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: 139,535 shares; 2026Q1: 138,362 shares 138,362 $8.45M 1.42% -1,173 Timeline RSPA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 63,057 shares; 2026Q1: 167,721 shares 167,721 $8.39M 1.41% +104,664 Timeline EFAA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 72,436 shares; 2026Q1: 157,919 shares 157,919 $8.33M 1.4% +85,483 Timeline MLPA 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: 12,860 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 153,980 shares 153,980 $8.29M 1.4% new Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,554 shares; 2025Q2: 65,927 shares; 2025Q3: 62,562 shares; 2025Q4: 47,010 shares; 2026Q1: 168,898 shares 168,898 $8.23M 1.38% +121,888 Timeline IHE 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: 53,387 shares; 2026Q1: 93,112 shares 93,112 $8.07M 1.36% +39,725 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: 33,935 shares; 2025Q3: 108,461 shares; 2025Q4: 108,870 shares; 2026Q1: 110,207 shares 110,207 $7.81M 1.31% +1,337 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,994 shares; 2025Q4: 135,402 shares; 2026Q1: 158,074 shares 158,074 $7.8M 1.31% +22,672 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: 21,526 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 629 shares; 2026Q1: 25,097 shares 25,097 $7.77M 1.31% +24,468 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 26,133 shares; 2025Q4: 28,160 shares; 2026Q1: 52,307 shares 52,307 $7.64M 1.29% +24,147 Timeline ROKU ROKU INC More: the full row for ROKU 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: 80,640 shares 80,640 $7.63M 1.28% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,917 shares; 2025Q4: 9,469 shares; 2026Q1: 8,656 shares 8,656 $7.56M 1.27% -813 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,822 shares 26,822 $7.45M 1.25% new 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: 1,150 shares; 2024Q4: 1,050 shares; 2025Q1: 1,266 shares; 2025Q2: 1,453 shares; 2025Q3: 19,207 shares; 2025Q4: 20,750 shares; 2026Q1: 25,028 shares 25,028 $7.36M 1.24% +4,278 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,817 shares 33,817 $7.23M 1.22% new Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,920 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,050 shares 75,050 $7.04M 1.19% new 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: not reported; 2025Q4: not reported; 2026Q1: 17,578 shares 17,578 $7M 1.18% new Timeline JPHY 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: 50,042 shares; 2026Q1: 137,806 shares 137,806 $6.91M 1.16% +87,764 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,325 shares; 2025Q4: 98,609 shares; 2026Q1: 316,279 shares 316,279 $6.75M 1.14% +217,670 Timeline QQA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,124 shares; 2026Q1: 135,211 shares 135,211 $6.74M 1.14% +61,087 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: 34,358 shares; 2024Q4: 46,918 shares; 2025Q1: 68,087 shares; 2025Q2: 72,050 shares; 2025Q3: 34,505 shares; 2025Q4: 34,669 shares; 2026Q1: 38,557 shares 38,557 $6.72M 1.13% +3,888 Timeline SBAR SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly 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: 97,136 shares; 2026Q1: 271,391 shares 271,391 $6.66M 1.12% +174,255 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,530 shares; 2026Q1: 132,975 shares 132,975 $6.61M 1.11% +107,445 Timeline IYRI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,083 shares; 2026Q1: 138,746 shares 138,746 $6.56M 1.1% +110,663 Timeline GPIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 46,501 shares; 2025Q4: 31,287 shares; 2026Q1: 119,193 shares 119,193 $5.9M 0.99% +87,906 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: 7,436 shares; 2025Q4: 15,581 shares; 2026Q1: 14,251 shares 14,251 $5.8M 0.98% -1,330 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: 146,166 shares; 2024Q4: 94,627 shares; 2025Q1: 89,666 shares; 2025Q2: 113,157 shares; 2025Q3: 120,581 shares; 2025Q4: 76,142 shares; 2026Q1: 97,919 shares 97,919 $5.55M 0.93% +21,777 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 37,168 shares; 2025Q3: 46,328 shares; 2025Q4: 48,436 shares; 2026Q1: 51,541 shares 51,541 $5.47M 0.92% +3,105 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG 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: 25,060 shares 25,060 $5.43M 0.91% new 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: 22,734 shares; 2025Q3: 16,138 shares; 2025Q4: 16,417 shares; 2026Q1: 15,491 shares 15,491 $5.35M 0.9% -926 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55,229 shares 55,229 $5.31M 0.89% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 25,029 shares; 2025Q4: 27,048 shares; 2026Q1: 21,606 shares 21,606 $5.29M 0.89% -5,442 Timeline PAAA 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: 31,365 shares; 2025Q3: 38,997 shares; 2025Q4: 75,095 shares; 2026Q1: 100,950 shares 100,950 $5.17M 0.87% +25,855 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 177,415 shares 177,415 $5.09M 0.86% new 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: not reported; 2024Q4: not reported; 2025Q1: 150,651 shares; 2025Q2: 194,926 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 522,511 shares 522,511 $4.95M 0.83% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,914 shares; 2025Q4: 15,800 shares; 2026Q1: 16,971 shares 16,971 $4.82M 0.81% +1,171 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,473 shares; 2025Q4: 5,205 shares; 2026Q1: 14,082 shares 14,082 $4.76M 0.8% +8,877 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,156 shares; 2025Q4: not reported; 2026Q1: 45,448 shares 45,448 $4.75M 0.8% new Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,969 shares; 2025Q2: 21,158 shares; 2025Q3: 19,967 shares; 2025Q4: 17,590 shares; 2026Q1: 14,228 shares 14,228 $4.58M 0.77% -3,362 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,619 shares; 2024Q4: 92,433 shares; 2025Q1: not reported; 2025Q2: 104,935 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 216,252 shares 216,252 $4.57M 0.77% new Timeline IWMI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,070 shares 93,070 $4.41M 0.74% new 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: 7,018 shares; 2024Q4: 9,998 shares; 2025Q1: 15,609 shares; 2025Q2: 20,252 shares; 2025Q3: 31,982 shares; 2025Q4: 43,987 shares; 2026Q1: 86,082 shares 86,082 $4.36M 0.73% +42,095 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,354 shares 38,354 $4.35M 0.73% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,388 shares; 2025Q2: not reported; 2025Q3: 30,559 shares; 2025Q4: 21,939 shares; 2026Q1: 16,852 shares 16,852 $4.22M 0.71% -5,087 Timeline SDSI 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: 20,508 shares; 2025Q2: 22,447 shares; 2025Q3: 39,910 shares; 2025Q4: 82,967 shares; 2026Q1: 81,557 shares 81,557 $4.18M 0.7% -1,410 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: 2,682 shares; 2024Q4: 2,640 shares; 2025Q1: 2,676 shares; 2025Q2: 40,440 shares; 2025Q3: 40,174 shares; 2025Q4: 40,271 shares; 2026Q1: 40,052 shares 40,052 $3.7M 0.62% -219 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: 7,446 shares; 2024Q4: 23,791 shares; 2025Q1: 8,508 shares; 2025Q2: 42,543 shares; 2025Q3: 14,555 shares; 2025Q4: 13,977 shares; 2026Q1: 13,264 shares 13,264 $3.37M 0.57% -713 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 32,683 shares 32,683 $2.88M 0.49% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 7,258 shares 7,258 $2.86M 0.48% new Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY 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: 62,817 shares 62,817 $2.83M 0.48% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,026 shares; 2025Q3: 65,012 shares; 2025Q4: 79,837 shares; 2026Q1: 62,962 shares 62,962 $2.79M 0.47% -16,875 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: 1,400 shares; 2024Q4: 2,242 shares; 2025Q1: 5,488 shares; 2025Q2: 6,882 shares; 2025Q3: 11,197 shares; 2025Q4: 12,158 shares; 2026Q1: 13,459 shares 13,459 $2.78M 0.47% +1,301 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS 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: 14,751 shares 14,751 $2.77M 0.47% new Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,664 shares; 2025Q3: 49,747 shares; 2025Q4: 57,004 shares; 2026Q1: 59,131 shares 59,131 $2.72M 0.46% +2,127 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: 19,452 shares; 2025Q2: 24,855 shares; 2025Q3: 23,606 shares; 2025Q4: 30,775 shares; 2026Q1: 33,480 shares 33,480 $2.7M 0.45% +2,705 Timeline APG API GROUP CORP More: the full row for API GROUP 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: 66,463 shares 66,463 $2.69M 0.45% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,445 shares 2,445 $2.67M 0.45% new Timeline AVUS 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: 13,532 shares; 2024Q4: 17,064 shares; 2025Q1: 20,088 shares; 2025Q2: 23,597 shares; 2025Q3: 23,238 shares; 2025Q4: 28,251 shares; 2026Q1: 24,042 shares 24,042 $2.67M 0.45% -4,209 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: not reported; 2025Q4: not reported; 2026Q1: 2,915 shares 2,915 $2.52M 0.42% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,458 shares 28,458 $2.51M 0.42% 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: 16,492 shares; 2024Q4: 23,668 shares; 2025Q1: 36,202 shares; 2025Q2: 46,952 shares; 2025Q3: 72,257 shares; 2025Q4: 75,104 shares; 2026Q1: 105,742 shares 105,742 $2.47M 0.42% +30,638 Timeline VSEC VSE CORP More: the full row for VSE 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: 13,267 shares 13,267 $2.45M 0.41% new Timeline JMBS 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: 114,290 shares; 2024Q4: 64,551 shares; 2025Q1: 38,752 shares; 2025Q2: 63,457 shares; 2025Q3: 76,015 shares; 2025Q4: 52,423 shares; 2026Q1: 54,123 shares 54,123 $2.45M 0.41% +1,700 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,313 shares 20,313 $2.44M 0.41% new Timeline VRIG 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: 23,653 shares; 2024Q4: 31,149 shares; 2025Q1: 45,246 shares; 2025Q2: 59,238 shares; 2025Q3: 90,141 shares; 2025Q4: 105,796 shares; 2026Q1: 94,129 shares 94,129 $2.36M 0.4% -11,667 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,998 shares; 2025Q1: 18,303 shares; 2025Q2: 23,715 shares; 2025Q3: 37,454 shares; 2025Q4: 42,617 shares; 2026Q1: 51,195 shares 51,195 $2.35M 0.4% +8,578 Timeline EVRG EVERGY INC More: the full row for EVERGY 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: 10,746 shares; 2025Q3: 21,693 shares; 2025Q4: 24,726 shares; 2026Q1: 28,649 shares 28,649 $2.35M 0.4% +3,923 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,116 shares; 2025Q1: 12,434 shares; 2025Q2: 14,167 shares; 2025Q3: 24,030 shares; 2025Q4: 27,585 shares; 2026Q1: 35,470 shares 35,470 $2.34M 0.39% +7,885 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,702 shares; 2025Q1: 40,696 shares; 2025Q2: 56,232 shares; 2025Q3: 84,570 shares; 2025Q4: 101,185 shares; 2026Q1: 114,897 shares 114,897 $2.3M 0.39% +13,712 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: 530 shares; 2024Q4: 530 shares; 2025Q1: not reported; 2025Q2: 764 shares; 2025Q3: 854 shares; 2025Q4: 862 shares; 2026Q1: 6,944 shares 6,944 $2.28M 0.38% +6,082 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: 16,283 shares; 2025Q3: 32,516 shares; 2025Q4: 38,099 shares; 2026Q1: 43,553 shares 43,553 $2.27M 0.38% +5,454 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,444 shares; 2025Q4: 5,040 shares; 2026Q1: 3,776 shares 3,776 $2.26M 0.38% -1,264 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,264 shares; 2025Q1: 12,943 shares; 2025Q2: 17,119 shares; 2025Q3: 26,379 shares; 2025Q4: 29,319 shares; 2026Q1: 32,411 shares 32,411 $2.24M 0.38% +3,092 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,345 shares; 2024Q4: 16,735 shares; 2025Q1: 28,247 shares; 2025Q2: 34,014 shares; 2025Q3: 25,051 shares; 2025Q4: 32,638 shares; 2026Q1: 42,484 shares 42,484 $2.24M 0.38% +9,846 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: not reported; 2024Q4: not reported; 2025Q1: 12,084 shares; 2025Q2: 15,051 shares; 2025Q3: 25,688 shares; 2025Q4: 28,838 shares; 2026Q1: 36,423 shares 36,423 $2.23M 0.38% +7,585 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: not reported; 2025Q4: not reported; 2026Q1: 27,968 shares 27,968 $2.22M 0.37% new Timeline EVSD MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 55,751 shares; 2025Q3: 59,766 shares; 2025Q4: 57,686 shares; 2026Q1: 43,548 shares 43,548 $2.22M 0.37% -14,138 Timeline VRP 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: 19,172 shares; 2024Q4: 25,773 shares; 2025Q1: 36,605 shares; 2025Q2: 47,308 shares; 2025Q3: 75,166 shares; 2025Q4: 85,571 shares; 2026Q1: 92,012 shares 92,012 $2.21M 0.37% +6,441 Timeline JBBB 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: 57,430 shares; 2024Q4: 57,293 shares; 2025Q1: 55,900 shares; 2025Q2: 77,988 shares; 2025Q3: 86,244 shares; 2025Q4: 40,498 shares; 2026Q1: 47,338 shares 47,338 $2.21M 0.37% +6,840 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,191 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,793 shares 28,793 $2.19M 0.37% new Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,425 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 187,783 shares 187,783 $2.16M 0.36% new Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,840 shares 49,840 $2.16M 0.36% new Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 46,438 shares 46,438 $2.15M 0.36% new Timeline IQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,422 shares 51,422 $2.14M 0.36% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196,026 shares; 2024Q4: 244,381 shares; 2025Q1: 277,867 shares; 2025Q2: 160,310 shares; 2025Q3: 76,426 shares; 2025Q4: 81,040 shares; 2026Q1: 122,959 shares 122,959 $2.12M 0.36% +41,919 Timeline KORP 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: not reported; 2025Q3: not reported; 2025Q4: 29,868 shares; 2026Q1: 43,120 shares 43,120 $2.01M 0.34% +13,252 Timeline BNDI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,304 shares 42,304 $2M 0.34% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,379 shares 7,379 $2M 0.34% new Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,738 shares; 2025Q4: 85,800 shares; 2026Q1: 90,092 shares 90,092 $1.95M 0.33% +4,292 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: 14,596 shares; 2024Q4: 18,595 shares; 2025Q1: 24,387 shares; 2025Q2: 28,682 shares; 2025Q3: 26,904 shares; 2025Q4: 31,320 shares; 2026Q1: 25,925 shares 25,925 $1.84M 0.31% -5,395 Timeline RAAX 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: 20,274 shares; 2025Q2: 25,796 shares; 2025Q3: 26,169 shares; 2025Q4: 32,814 shares; 2026Q1: 41,816 shares 41,816 $1.7M 0.29% +9,002 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: not reported; 2025Q2: not reported; 2025Q3: 59,634 shares; 2025Q4: 110,771 shares; 2026Q1: 33,473 shares 33,473 $1.69M 0.29% -77,298 Timeline QGRO 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: 7,008 shares; 2024Q4: 8,766 shares; 2025Q1: 13,354 shares; 2025Q2: 15,418 shares; 2025Q3: 15,065 shares; 2025Q4: 19,761 shares; 2026Q1: 16,003 shares 16,003 $1.68M 0.28% -3,758 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,448 shares; 2025Q1: 4,540 shares; 2025Q2: 4,389 shares; 2025Q3: 5,978 shares; 2025Q4: 6,511 shares; 2026Q1: 6,806 shares 6,806 $1.66M 0.28% +295 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS 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: 26,002 shares 26,002 $1.63M 0.27% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 9,618 shares; 2025Q1: 14,979 shares; 2025Q2: 11,434 shares; 2025Q3: 18,029 shares; 2025Q4: 25,179 shares; 2026Q1: 31,186 shares 31,186 $1.5M 0.25% +6,007 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: 1,717 shares; 2024Q4: 2,562 shares; 2025Q1: 5,151 shares; 2025Q2: 4,732 shares; 2025Q3: 5,081 shares; 2025Q4: 5,171 shares; 2026Q1: 5,199 shares 5,199 $1.5M 0.25% +28 Timeline CSPF COHEN & STEERS ETF TRUST More: the full row for COHEN & STEERS 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: 58,077 shares 58,077 $1.49M 0.25% new Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,657 shares; 2025Q3: 59,201 shares; 2025Q4: 63,331 shares; 2026Q1: 28,835 shares 28,835 $1.49M 0.25% -34,496 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,186 shares; 2025Q4: 21,899 shares; 2026Q1: 38,373 shares 38,373 $1.47M 0.25% +16,474 Timeline AVIG 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: not reported; 2025Q3: not reported; 2025Q4: 33,650 shares; 2026Q1: 35,441 shares 35,441 $1.47M 0.25% +1,791 Timeline AVDV 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,311 shares 14,311 $1.43M 0.24% new Timeline SCHB 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: 7,359 shares; 2024Q4: 32,863 shares; 2025Q1: 33,983 shares; 2025Q2: 43,614 shares; 2025Q3: 44,952 shares; 2025Q4: 51,232 shares; 2026Q1: 54,614 shares 54,614 $1.37M 0.23% +3,382 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: 32,328 shares; 2024Q4: 77,945 shares; 2025Q1: 33,553 shares; 2025Q2: 49,915 shares; 2025Q3: 47,854 shares; 2025Q4: 60,990 shares; 2026Q1: 24,915 shares 24,915 $1.31M 0.22% -36,075 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: 464 shares; 2024Q4: 484 shares; 2025Q1: 483 shares; 2025Q2: 469 shares; 2025Q3: 455 shares; 2025Q4: 2,241 shares; 2026Q1: 2,239 shares 2,239 $1.29M 0.22% -2 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: 20,323 shares; 2024Q4: 22,887 shares; 2025Q1: 32,103 shares; 2025Q2: 36,421 shares; 2025Q3: 53,265 shares; 2025Q4: 21,987 shares; 2026Q1: 24,079 shares 24,079 $1.19M 0.2% +2,092 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: not reported; 2025Q4: not reported; 2026Q1: 6,856 shares 6,856 $1.18M 0.2% new Timeline JEMB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,440 shares 22,440 $1.18M 0.2% new 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: 5,168 shares; 2025Q2: 604 shares; 2025Q3: 666 shares; 2025Q4: 671 shares; 2026Q1: 1,335 shares 1,335 $1.13M 0.19% +664 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: 13,427 shares; 2024Q4: 17,660 shares; 2025Q1: 17,345 shares; 2025Q2: 21,598 shares; 2025Q3: 20,748 shares; 2025Q4: 22,332 shares; 2026Q1: 23,616 shares 23,616 $1.08M 0.18% +1,284 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: 2,283 shares; 2024Q4: 2,078 shares; 2025Q1: 897 shares; 2025Q2: 764 shares; 2025Q3: 1,316 shares; 2025Q4: 3,227 shares; 2026Q1: 3,213 shares 3,213 $1.03M 0.17% -14 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: 7,870 shares; 2024Q4: 16,063 shares; 2025Q1: 11,086 shares; 2025Q2: 9,985 shares; 2025Q3: 10,759 shares; 2025Q4: 12,257 shares; 2026Q1: 1,488 shares 1,488 $968K 0.16% -10,769 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,777 shares; 2024Q4: 210,589 shares; 2025Q1: 221,131 shares; 2025Q2: 225,178 shares; 2025Q3: 139,689 shares; 2025Q4: 263,045 shares; 2026Q1: 47,211 shares 47,211 $961K 0.16% -215,834 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,033 shares; 2025Q3: 15,024 shares; 2025Q4: 17,819 shares; 2026Q1: 18,584 shares 18,584 $908K 0.15% +765 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,077 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,343 shares 15,343 $884K 0.15% new 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: not reported; 2025Q4: not reported; 2026Q1: 18,336 shares 18,336 $856K 0.14% new Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,178 shares 6,178 $823K 0.14% new 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: 936 shares; 2024Q4: 1,508 shares; 2025Q1: 1,584 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,699 shares; 2026Q1: 1,518 shares 1,518 $727K 0.12% -181 Timeline SRLN 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: 35,630 shares; 2024Q4: 42,921 shares; 2025Q1: 332,409 shares; 2025Q2: 324,530 shares; 2025Q3: 362,529 shares; 2025Q4: 374,854 shares; 2026Q1: 16,926 shares 16,926 $679K 0.11% -357,928 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: 2,547 shares; 2025Q1: 2,532 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,225 shares; 2026Q1: 6,349 shares 6,349 $606K 0.1% +1,124 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,908 shares; 2025Q3: 15,196 shares; 2025Q4: 20,253 shares; 2026Q1: 22,879 shares 22,879 $531K 0.09% +2,626 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,407 shares; 2025Q1: 3,847 shares; 2025Q2: 3,684 shares; 2025Q3: 4,334 shares; 2025Q4: 4,394 shares; 2026Q1: 4,114 shares 4,114 $511K 0.09% -280 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: 7,328 shares; 2024Q4: 7,328 shares; 2025Q1: 7,242 shares; 2025Q2: 7,242 shares; 2025Q3: 111,526 shares; 2025Q4: 115,952 shares; 2026Q1: 7,907 shares 7,907 $505K 0.09% -108,045 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: 1,045 shares; 2024Q4: 1,025 shares; 2025Q1: 1,011 shares; 2025Q2: 1,611 shares; 2025Q3: 1,661 shares; 2025Q4: 1,681 shares; 2026Q1: 1,614 shares 1,614 $488K 0.08% -67 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: 20,154 shares; 2024Q4: 28,139 shares; 2025Q1: 117,312 shares; 2025Q2: 178,299 shares; 2025Q3: 173,680 shares; 2025Q4: 24,066 shares; 2026Q1: 21,089 shares 21,089 $407K 0.07% -2,977 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,848 shares; 2024Q4: 23,953 shares; 2025Q1: 30,468 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,800 shares; 2026Q1: 12,800 shares 12,800 $393K 0.07% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,750 shares; 2025Q3: 4,256 shares; 2025Q4: 4,171 shares; 2026Q1: 4,150 shares 4,150 $376K 0.06% -21 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: 61,221 shares; 2025Q1: 67,457 shares; 2025Q2: 1,566 shares; 2025Q3: 1,586 shares; 2025Q4: 1,787 shares; 2026Q1: 1,837 shares 1,837 $374K 0.06% +50 Timeline SF STIFEL FINL CORP More: the full row for STIFEL 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,500 shares 4,500 $333K 0.06% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,411 shares; 2025Q1: 19,411 shares; 2025Q2: 19,411 shares; 2025Q3: 19,411 shares; 2025Q4: 19,411 shares; 2026Q1: 9,706 shares 9,706 $328K 0.06% -9,705 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: 1,284 shares; 2024Q4: 1,130 shares; 2025Q1: 1,103 shares; 2025Q2: 849 shares; 2025Q3: 909 shares; 2025Q4: 913 shares; 2026Q1: 874 shares 874 $325K 0.05% -39 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 702 shares; 2026Q1: 734 shares 734 $321K 0.05% +32 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,901 shares; 2024Q4: 36,413 shares; 2025Q1: 29,146 shares; 2025Q2: 27,131 shares; 2025Q3: 24,734 shares; 2025Q4: 26,694 shares; 2026Q1: 6,178 shares 6,178 $311K 0.05% -20,516 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: 116,942 shares; 2024Q4: 130,368 shares; 2025Q1: 95,858 shares; 2025Q2: 68,783 shares; 2025Q3: 5,412 shares; 2025Q4: 5,248 shares; 2026Q1: 5,579 shares 5,579 $310K 0.05% +331 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,572 shares; 2025Q4: 16,533 shares; 2026Q1: 15,075 shares 15,075 $308K 0.05% -1,458 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: 7,461 shares; 2024Q4: 32,640 shares; 2025Q1: 21,615 shares; 2025Q2: 25,851 shares; 2025Q3: 41,557 shares; 2025Q4: 45,438 shares; 2026Q1: 6,037 shares 6,037 $303K 0.05% -39,401 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 699 shares; 2026Q1: 699 shares 699 $298K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,705 shares; 2025Q1: 57,281 shares; 2025Q2: 2,353 shares; 2025Q3: 2,374 shares; 2025Q4: 2,308 shares; 2026Q1: 2,232 shares 2,232 $295K 0.05% -76 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,499 shares; 2026Q1: 1,499 shares 1,499 $294K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,018 shares; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,024 shares; 2025Q4: 1,056 shares; 2026Q1: 1,021 shares 1,021 $293K 0.05% -35 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS 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: 4,482 shares 4,482 $277K 0.05% new 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: 1,476 shares; 2024Q4: 2,152 shares; 2025Q1: 2,267 shares; 2025Q2: 6,419 shares; 2025Q3: 21,137 shares; 2025Q4: 3,289 shares; 2026Q1: 1,712 shares 1,712 $274K 0.05% -1,577 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,443 shares; 2024Q4: 17,443 shares; 2025Q1: 13,490 shares; 2025Q2: 8,999 shares; 2025Q3: 4,134 shares; 2025Q4: 4,237 shares; 2026Q1: 4,134 shares 4,134 $270K 0.05% -103 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,484 shares 3,484 $269K 0.05% new Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,462 shares 3,462 $265K 0.04% new 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: 2,309 shares; 2024Q4: 7,033 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,073 shares 1,073 $261K 0.04% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,991 shares; 2024Q4: 163,532 shares; 2025Q1: 188,482 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,050 shares 5,050 $260K 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US 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: 1,191 shares 1,191 $250K 0.04% new Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,332 shares; 2026Q1: 9,787 shares 9,787 $242K 0.04% +455 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: 2,405 shares; 2024Q4: not reported; 2025Q1: 2,405 shares; 2025Q2: 2,405 shares; 2025Q3: 2,413 shares; 2025Q4: 2,405 shares; 2026Q1: 2,416 shares 2,416 $233K 0.04% +11 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 27,325 shares; 2025Q2: 38,887 shares; 2025Q3: 36,300 shares; 2025Q4: 9,098 shares; 2026Q1: 1,393 shares 1,393 $229K 0.04% -7,705 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: not reported; 2025Q2: not reported; 2025Q3: 1,654 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $228K 0.04% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 3,691 shares; 2025Q4: 4,209 shares; 2026Q1: 373 shares 373 $225K 0.04% -3,836 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,600 shares; 2025Q1: 5,278 shares; 2025Q2: 6,219 shares; 2025Q3: 4,415 shares; 2025Q4: 10,594 shares; 2026Q1: 386 shares 386 $221K 0.04% -10,208 Timeline QYLD 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: 161,933 shares; 2024Q4: 230,055 shares; 2025Q1: 132,184 shares; 2025Q2: 151,077 shares; 2025Q3: 191,458 shares; 2025Q4: 233,078 shares; 2026Q1: 12,728 shares 12,728 $218K 0.04% -220,350 Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE 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: 33,221 shares 33,221 $218K 0.04% new 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: 1,232 shares; 2024Q4: 1,932 shares; 2025Q1: 4,388 shares; 2025Q2: 4,642 shares; 2025Q3: 6,629 shares; 2025Q4: 7,162 shares; 2026Q1: 993 shares 993 $216K 0.04% -6,169 Timeline JCPI 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: 4,435 shares 4,435 $215K 0.04% new 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: not reported; 2025Q4: not reported; 2026Q1: 493 shares 493 $212K 0.04% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 461 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 321 shares 321 $210K 0.04% new Timeline PSQH PSQ HOLDINGS INC More: the full row for PSQ HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,810 shares; 2024Q4: 115,810 shares; 2025Q1: 115,810 shares; 2025Q2: 115,810 shares; 2025Q3: 115,810 shares; 2025Q4: 115,810 shares; 2026Q1: 115,810 shares 115,810 $61.4K 0.01% 0 Timeline BEEP MOBILE INFRASTRUCTURE CORP More: the full row for MOBILE INFRASTRUCTURE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,329 shares; 2024Q4: 17,329 shares; 2025Q1: 17,329 shares; 2025Q2: 17,329 shares; 2025Q3: 17,329 shares; 2025Q4: 17,329 shares; 2026Q1: 17,329 shares 17,329 $38.8K 0.01% 0 Timeline CUE CUE BIOPHARMA INC More: the full row for CUE BIOPHARMA 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: 18,987 shares; 2025Q3: 18,987 shares; 2025Q4: 18,987 shares; 2026Q1: 18,987 shares 18,987 $4.37K <0.01% 0 Timeline