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: 116,997 shares; 2024Q4: 128,881 shares; 2025Q1: 135,863 shares; 2025Q2: 137,140 shares; 2025Q3: 140,252 shares; 2025Q4: 157,987 shares; 2026Q1: 180,938 shares 180,938 $67M 4.66% +22,951 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: 380,548 shares; 2024Q4: 397,861 shares; 2025Q1: 447,096 shares; 2025Q2: 475,006 shares; 2025Q3: 363,703 shares; 2025Q4: 375,954 shares; 2026Q1: 366,508 shares 366,508 $63.9M 4.45% -9,446 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: 214,353 shares; 2024Q4: 218,467 shares; 2025Q1: 234,065 shares; 2025Q2: 241,294 shares; 2025Q3: 232,448 shares; 2025Q4: 231,936 shares; 2026Q1: 236,096 shares 236,096 $59.9M 4.17% +4,160 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: 182,335 shares; 2024Q4: 187,541 shares; 2025Q1: 177,017 shares; 2025Q2: 176,803 shares; 2025Q3: 143,381 shares; 2025Q4: 121,990 shares; 2026Q1: 166,803 shares 166,803 $47.8M 3.33% +44,813 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: 179,195 shares; 2024Q4: 188,492 shares; 2025Q1: 188,997 shares; 2025Q2: 198,277 shares; 2025Q3: 190,682 shares; 2025Q4: 198,144 shares; 2026Q1: 216,078 shares 216,078 $45M 3.13% +17,934 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: 19,519 shares; 2024Q4: 23,628 shares; 2025Q1: 22,210 shares; 2025Q2: 43,518 shares; 2025Q3: 68,216 shares; 2025Q4: 70,034 shares; 2026Q1: 67,348 shares 67,348 $38.9M 2.7% -2,686 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,777 shares; 2024Q4: 27,160 shares; 2025Q1: 29,141 shares; 2025Q2: 29,183 shares; 2025Q3: 21,647 shares; 2025Q4: 24,046 shares; 2026Q1: 27,602 shares 27,602 $27.5M 1.91% +3,556 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: 58,656 shares; 2024Q4: 58,287 shares; 2025Q1: 41,827 shares; 2025Q2: 43,497 shares; 2025Q3: 38,166 shares; 2025Q4: 48,646 shares; 2026Q1: 47,981 shares 47,981 $27.5M 1.91% -665 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,882 shares; 2024Q4: 278,498 shares; 2025Q1: 324,454 shares; 2025Q2: 314,342 shares; 2025Q3: 245,149 shares; 2025Q4: 225,139 shares; 2026Q1: 219,274 shares 219,274 $27M 1.88% -5,865 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: 23,158 shares; 2024Q4: 23,351 shares; 2025Q1: 23,370 shares; 2025Q2: 24,607 shares; 2025Q3: 19,684 shares; 2025Q4: 204,269 shares; 2026Q1: 272,178 shares 272,178 $26.2M 1.82% +67,909 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: 68,829 shares; 2024Q4: 75,275 shares; 2025Q1: 92,219 shares; 2025Q2: 98,847 shares; 2025Q3: 72,867 shares; 2025Q4: 78,300 shares; 2026Q1: 82,778 shares 82,778 $25.6M 1.78% +4,478 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,117 shares; 2025Q3: 206,501 shares; 2025Q4: 213,680 shares; 2026Q1: 207,072 shares 207,072 $21.1M 1.47% -6,608 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: 47,428 shares; 2024Q4: 47,252 shares; 2025Q1: 49,495 shares; 2025Q2: 48,689 shares; 2025Q3: 50,193 shares; 2025Q4: 48,939 shares; 2026Q1: 55,407 shares 55,407 $20.6M 1.43% +6,468 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,829 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,386 shares; 2025Q3: 67,464 shares; 2025Q4: 74,540 shares; 2026Q1: 58,320 shares 58,320 $19.7M 1.37% -16,220 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: 65,710 shares; 2024Q4: 67,429 shares; 2025Q1: 83,016 shares; 2025Q2: 79,622 shares; 2025Q3: 73,866 shares; 2025Q4: 77,475 shares; 2026Q1: 78,370 shares 78,370 $19.6M 1.37% +895 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: 33,881 shares; 2024Q4: 36,346 shares; 2025Q1: 38,227 shares; 2025Q2: 70,685 shares; 2025Q3: 53,480 shares; 2025Q4: 83,886 shares; 2026Q1: 87,461 shares 87,461 $18M 1.26% +3,575 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 12,311 shares; 2025Q1: 14,878 shares; 2025Q2: 15,295 shares; 2025Q3: 15,792 shares; 2025Q4: 16,322 shares; 2026Q1: 13,596 shares 13,596 $18M 1.25% -2,726 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: 2,447 shares; 2024Q4: 2,794 shares; 2025Q1: 2,788 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,723 shares; 2026Q1: 38,537 shares 38,537 $16.8M 1.17% +35,814 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,424 shares; 2024Q4: 15,169 shares; 2025Q1: 5,964 shares; 2025Q2: 5,374 shares; 2025Q3: 185,816 shares; 2025Q4: 233,014 shares; 2026Q1: 450,155 shares 450,155 $16.5M 1.15% +217,141 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,030 shares; 2024Q4: 50,666 shares; 2025Q1: 59,289 shares; 2025Q2: 61,974 shares; 2025Q3: 48,527 shares; 2025Q4: 52,434 shares; 2026Q1: 47,435 shares 47,435 $16M 1.12% -4,999 Timeline FDM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 172,210 shares; 2025Q3: 182,544 shares; 2025Q4: 191,000 shares; 2026Q1: 189,337 shares 189,337 $15.5M 1.08% -1,663 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 171,698 shares; 2025Q3: 175,889 shares; 2025Q4: 182,907 shares; 2026Q1: 227,564 shares 227,564 $15.4M 1.07% +44,657 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: 1,850 shares; 2024Q4: 2,481 shares; 2025Q1: 1,956 shares; 2025Q2: 96,532 shares; 2025Q3: 131,448 shares; 2025Q4: 137,487 shares; 2026Q1: 87,085 shares 87,085 $14.8M 1.03% -50,402 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: 20,587 shares; 2024Q4: 32,396 shares; 2025Q1: 35,282 shares; 2025Q2: 17,900 shares; 2025Q3: 20,682 shares; 2025Q4: 16,342 shares; 2026Q1: 15,876 shares 15,876 $14.6M 1.02% -466 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: 34,362 shares; 2024Q4: 30,637 shares; 2025Q1: 25,032 shares; 2025Q2: 33,712 shares; 2025Q3: 4,547 shares; 2025Q4: 19,172 shares; 2026Q1: 21,803 shares 21,803 $14.2M 0.99% +2,631 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,036 shares; 2024Q4: 119,450 shares; 2025Q1: 122,286 shares; 2025Q2: 108,737 shares; 2025Q3: 102,492 shares; 2025Q4: 100,807 shares; 2026Q1: 93,691 shares 93,691 $13.9M 0.97% -7,116 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: 19,870 shares; 2024Q4: 20,893 shares; 2025Q1: 25,260 shares; 2025Q2: 44,248 shares; 2025Q3: 42,778 shares; 2025Q4: 43,966 shares; 2026Q1: 45,677 shares 45,677 $13.4M 0.93% +1,711 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,674 shares 61,674 $13.2M 0.92% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 587,175 shares 587,175 $13.1M 0.91% new 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: 22,582 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,256 shares; 2025Q3: 19,423 shares; 2025Q4: 20,928 shares; 2026Q1: 120,513 shares 120,513 $13.1M 0.91% +99,585 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: 24,638 shares; 2024Q4: 26,503 shares; 2025Q1: 30,132 shares; 2025Q2: 27,739 shares; 2025Q3: 34,149 shares; 2025Q4: 35,904 shares; 2026Q1: 27,325 shares 27,325 $13.1M 0.91% -8,579 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: 4,754 shares; 2024Q4: 5,130 shares; 2025Q1: 38,100 shares; 2025Q2: 34,524 shares; 2025Q3: 38,895 shares; 2025Q4: 42,236 shares; 2026Q1: 46,801 shares 46,801 $13.1M 0.91% +4,565 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: 72,289 shares; 2024Q4: 73,628 shares; 2025Q1: 84,363 shares; 2025Q2: 87,538 shares; 2025Q3: 63,453 shares; 2025Q4: 64,357 shares; 2026Q1: 64,237 shares 64,237 $13.1M 0.91% -120 Timeline JBS JBS N.V. More: the full row for JBS N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 563,619 shares; 2025Q3: 650,588 shares; 2025Q4: 711,525 shares; 2026Q1: 720,829 shares 720,829 $12.9M 0.9% +9,304 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,293 shares; 2024Q4: 312,588 shares; 2025Q1: 74,129 shares; 2025Q2: 63,310 shares; 2025Q3: 133,460 shares; 2025Q4: 155,050 shares; 2026Q1: 449,086 shares 449,086 $12.7M 0.88% +294,036 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: 41,875 shares; 2025Q3: 774 shares; 2025Q4: 1,455 shares; 2026Q1: 44,059 shares 44,059 $11.9M 0.83% +42,604 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,542 shares; 2024Q4: 81,780 shares; 2025Q1: 105,507 shares; 2025Q2: 114,165 shares; 2025Q3: 119,637 shares; 2025Q4: 153,088 shares; 2026Q1: 277,522 shares 277,522 $11.5M 0.8% +124,434 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 346,890 shares; 2025Q3: 468,739 shares; 2025Q4: 474,973 shares; 2026Q1: 293,512 shares 293,512 $11.4M 0.8% -181,461 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,142 shares 26,142 $11.3M 0.79% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,932 shares; 2024Q4: 347,013 shares; 2025Q1: 10,106 shares; 2025Q2: not reported; 2025Q3: 377,030 shares; 2025Q4: 381,630 shares; 2026Q1: 250,575 shares 250,575 $11.1M 0.77% -131,055 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS 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: 192,045 shares; 2026Q1: 224,688 shares 224,688 $10.8M 0.75% +32,643 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 95,507 shares; 2025Q4: 101,382 shares; 2026Q1: 127,156 shares 127,156 $10.6M 0.74% +25,774 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,682 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,680 shares; 2026Q1: 86,323 shares 86,323 $10.6M 0.74% +4,643 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 599,624 shares; 2025Q3: 539,942 shares; 2025Q4: 695,612 shares; 2026Q1: 729,871 shares 729,871 $10.4M 0.72% +34,259 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229,474 shares 229,474 $10.4M 0.72% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 657,717 shares 657,717 $10.3M 0.72% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,710 shares; 2025Q3: 34,095 shares; 2025Q4: 36,227 shares; 2026Q1: 34,068 shares 34,068 $10.3M 0.72% -2,159 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,691 shares 93,691 $10.1M 0.71% 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: 592 shares; 2024Q4: 602 shares; 2025Q1: 584 shares; 2025Q2: 13,688 shares; 2025Q3: 12,287 shares; 2025Q4: 12,762 shares; 2026Q1: 11,854 shares 11,854 $10M 0.7% -908 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR 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: 226,465 shares; 2026Q1: 270,007 shares 270,007 $9.93M 0.69% +43,542 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to 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: 168,668 shares; 2026Q1: 171,645 shares 171,645 $9.89M 0.69% +2,977 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 383,954 shares 383,954 $9.84M 0.68% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 213,804 shares; 2025Q4: 255,237 shares; 2026Q1: 191,661 shares 191,661 $9.62M 0.67% -63,576 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,866 shares; 2024Q4: 70,323 shares; 2025Q1: 47,297 shares; 2025Q2: 169,744 shares; 2025Q3: 287,826 shares; 2025Q4: 186,119 shares; 2026Q1: 95,419 shares 95,419 $9.6M 0.67% -90,700 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 32,292 shares; 2025Q4: 35,095 shares; 2026Q1: 16,477 shares 16,477 $8.92M 0.62% -18,618 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,891 shares; 2025Q2: 39,958 shares; 2025Q3: 40,120 shares; 2025Q4: 41,647 shares; 2026Q1: 44,687 shares 44,687 $8.89M 0.62% +3,040 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: 15,358 shares; 2024Q4: 15,555 shares; 2025Q1: 16,174 shares; 2025Q2: 16,422 shares; 2025Q3: 14,151 shares; 2025Q4: 13,725 shares; 2026Q1: 13,572 shares 13,572 $8.87M 0.62% -153 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,493 shares 37,493 $8.62M 0.6% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,689 shares; 2024Q4: 11,084 shares; 2025Q1: 12,164 shares; 2025Q2: 161,282 shares; 2025Q3: 165,274 shares; 2025Q4: 174,227 shares; 2026Q1: 178,230 shares 178,230 $8.61M 0.6% +4,003 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,384 shares; 2025Q3: 2,242 shares; 2025Q4: 107,150 shares; 2026Q1: 67,925 shares 67,925 $7.9M 0.55% -39,225 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 300,362 shares 300,362 $7.87M 0.55% new Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,286 shares 113,286 $7.72M 0.54% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,352 shares; 2024Q4: 16,372 shares; 2025Q1: 15,201 shares; 2025Q2: 23,569 shares; 2025Q3: 22,039 shares; 2025Q4: 24,717 shares; 2026Q1: 25,693 shares 25,693 $7.39M 0.51% +976 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,266 shares 70,266 $7.27M 0.51% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 146,541 shares; 2025Q3: 130,737 shares; 2025Q4: 137,063 shares; 2026Q1: 141,588 shares 141,588 $6.9M 0.48% +4,525 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,570 shares; 2026Q1: 240,175 shares 240,175 $6.9M 0.48% +230,605 Timeline RSSY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,842 shares; 2024Q4: 217,351 shares; 2025Q1: 68,723 shares; 2025Q2: 62,678 shares; 2025Q3: 135,440 shares; 2025Q4: 166,293 shares; 2026Q1: 309,603 shares 309,603 $6.89M 0.48% +143,310 Timeline BILZ 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: 12,852 shares; 2024Q4: not reported; 2025Q1: 5,028 shares; 2025Q2: 12,814 shares; 2025Q3: 58,607 shares; 2025Q4: 64,025 shares; 2026Q1: 64,617 shares 64,617 $6.52M 0.45% +592 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224,441 shares 224,441 $6.3M 0.44% new Timeline CERY 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: 211,242 shares; 2025Q1: 39,067 shares; 2025Q2: 73,416 shares; 2025Q3: 124,784 shares; 2025Q4: 140,035 shares; 2026Q1: 178,406 shares 178,406 $6.29M 0.44% +38,371 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 14,486 shares; 2026Q1: 378,950 shares 378,950 $6.23M 0.43% +364,464 Timeline TBLL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 57,775 shares 57,775 $6.1M 0.42% new 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: 50,006 shares; 2024Q4: 52,394 shares; 2025Q1: 61,279 shares; 2025Q2: 41,038 shares; 2025Q3: 38,571 shares; 2025Q4: 37,013 shares; 2026Q1: 48,060 shares 48,060 $5.97M 0.42% +11,047 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,782 shares; 2024Q4: 8,782 shares; 2025Q1: 6,304 shares; 2025Q2: 6,304 shares; 2025Q3: 6,312 shares; 2025Q4: 6,304 shares; 2026Q1: 36,101 shares 36,101 $5.84M 0.41% +29,797 Timeline GVIP 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: 18,519 shares; 2025Q2: 25,412 shares; 2025Q3: 35,323 shares; 2025Q4: 38,258 shares; 2026Q1: 40,035 shares 40,035 $5.83M 0.41% +1,777 Timeline GBIL 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: 33,914 shares; 2024Q4: 17,242 shares; 2025Q1: 48,310 shares; 2025Q2: 59,688 shares; 2025Q3: 35,721 shares; 2025Q4: 111,027 shares; 2026Q1: 57,293 shares 57,293 $5.74M 0.4% -53,734 Timeline XSHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 71,506 shares; 2025Q2: 77,320 shares; 2025Q3: 118,990 shares; 2025Q4: 127,710 shares; 2026Q1: 131,409 shares 131,409 $5.54M 0.39% +3,699 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,502 shares; 2024Q4: 33,694 shares; 2025Q1: 19,231 shares; 2025Q2: 22,775 shares; 2025Q3: 23,584 shares; 2025Q4: 24,537 shares; 2026Q1: 24,022 shares 24,022 $5.54M 0.39% -515 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: not reported; 2025Q2: 31,065 shares; 2025Q3: 67,212 shares; 2025Q4: 83,140 shares; 2026Q1: 98,151 shares 98,151 $5.29M 0.37% +15,011 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,094 shares; 2025Q3: 16,216 shares; 2025Q4: 18,352 shares; 2026Q1: 19,934 shares 19,934 $4.94M 0.34% +1,582 Timeline CEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,049 shares 107,049 $4.85M 0.34% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,279 shares; 2026Q1: 17,828 shares 17,828 $4.82M 0.34% +10,549 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,654 shares; 2025Q3: 14,934 shares; 2025Q4: 21,532 shares; 2026Q1: 21,421 shares 21,421 $4.61M 0.32% -111 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,838 shares; 2025Q4: 40,733 shares; 2026Q1: 41,406 shares 41,406 $4.59M 0.32% +673 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,458 shares; 2024Q4: 24,496 shares; 2025Q1: 17,148 shares; 2025Q2: 17,148 shares; 2025Q3: 17,469 shares; 2025Q4: 65,564 shares; 2026Q1: 34,453 shares 34,453 $4.58M 0.32% -31,111 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: 1,894 shares; 2025Q4: 17,746 shares; 2026Q1: 20,928 shares 20,928 $4.47M 0.31% +3,182 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,212 shares 74,212 $4.2M 0.29% new 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: 40,994 shares; 2024Q4: 40,929 shares; 2025Q1: 38,302 shares; 2025Q2: 38,644 shares; 2025Q3: 37,687 shares; 2025Q4: 36,102 shares; 2026Q1: 35,457 shares 35,457 $4.01M 0.28% -645 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: not reported; 2026Q1: 151,182 shares 151,182 $3.74M 0.26% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,843 shares 30,843 $3.66M 0.25% new Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 66,672 shares 66,672 $3.55M 0.25% new Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,337 shares 41,337 $3.47M 0.24% new 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: 5,705 shares; 2025Q3: 7,123 shares; 2025Q4: 7,448 shares; 2026Q1: 10,759 shares 10,759 $3.45M 0.24% +3,311 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: not reported; 2024Q4: 24,095 shares; 2025Q1: 22,541 shares; 2025Q2: 21,764 shares; 2025Q3: 24,951 shares; 2025Q4: 27,890 shares; 2026Q1: 30,100 shares 30,100 $3.32M 0.23% +2,210 Timeline KOMP 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: 56,670 shares 56,670 $3.31M 0.23% new 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: 8,294 shares; 2024Q4: 8,006 shares; 2025Q1: 5,707 shares; 2025Q2: 5,671 shares; 2025Q3: 5,547 shares; 2025Q4: 5,450 shares; 2026Q1: 5,404 shares 5,404 $3.23M 0.22% -46 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,620 shares 125,620 $3.2M 0.22% new Timeline FCVT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 86,666 shares; 2026Q1: 71,931 shares 71,931 $3.18M 0.22% -14,735 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,531 shares; 2024Q4: 144,381 shares; 2025Q1: 146,465 shares; 2025Q2: 160,772 shares; 2025Q3: 168,753 shares; 2025Q4: 175,316 shares; 2026Q1: 175,173 shares 175,173 $3.11M 0.22% -143 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,428 shares; 2024Q4: 64,634 shares; 2025Q1: 61,510 shares; 2025Q2: 66,053 shares; 2025Q3: 72,242 shares; 2025Q4: 75,947 shares; 2026Q1: 76,039 shares 76,039 $3.08M 0.21% +92 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 116,684 shares; 2025Q2: not reported; 2025Q3: 4,183 shares; 2025Q4: 11,813 shares; 2026Q1: 61,172 shares 61,172 $3.08M 0.21% +49,359 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,872 shares; 2025Q1: 50,345 shares; 2025Q2: 23,306 shares; 2025Q3: 33,654 shares; 2025Q4: 36,102 shares; 2026Q1: 37,111 shares 37,111 $3.06M 0.21% +1,009 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,399 shares 38,399 $3.04M 0.21% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56,023 shares 56,023 $3.03M 0.21% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,897 shares 30,897 $3M 0.21% new Timeline FTSL 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: 54,473 shares; 2024Q4: 58,542 shares; 2025Q1: 57,583 shares; 2025Q2: 60,940 shares; 2025Q3: 65,150 shares; 2025Q4: 68,851 shares; 2026Q1: 65,976 shares 65,976 $2.96M 0.21% -2,875 Timeline TER TERADYNE INC More: the full row for TERADYNE 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: 8,240 shares; 2026Q1: 9,210 shares 9,210 $2.73M 0.19% +970 Timeline IJK 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: 26,531 shares 26,531 $2.67M 0.19% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,581 shares; 2025Q4: 9,055 shares; 2026Q1: 6,661 shares 6,661 $2.61M 0.18% -2,394 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: 5,354 shares; 2025Q3: 16,068 shares; 2025Q4: 18,609 shares; 2026Q1: 32,454 shares 32,454 $2.48M 0.17% +13,845 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,522 shares; 2024Q4: 117,257 shares; 2025Q1: 118,951 shares; 2025Q2: 11,460 shares; 2025Q3: 15,259 shares; 2025Q4: 10,989 shares; 2026Q1: 12,868 shares 12,868 $2.47M 0.17% +1,879 Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 304,396 shares; 2025Q1: 304,396 shares; 2025Q2: 303,696 shares; 2025Q3: 334,756 shares; 2025Q4: 334,756 shares; 2026Q1: 334,756 shares 334,756 $2.34M 0.16% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,613 shares; 2024Q4: 55,616 shares; 2025Q1: 9,446 shares; 2025Q2: 83,344 shares; 2025Q3: 4,996 shares; 2025Q4: 20,397 shares; 2026Q1: 20,317 shares 20,317 $2.24M 0.16% -80 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: not reported; 2024Q4: 23,757 shares; 2025Q1: 26,822 shares; 2025Q2: 67,195 shares; 2025Q3: 29,391 shares; 2025Q4: 31,676 shares; 2026Q1: 28,140 shares 28,140 $2.24M 0.16% -3,536 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: not reported; 2024Q4: 22,944 shares; 2025Q1: 22,791 shares; 2025Q2: 17,497 shares; 2025Q3: 22,489 shares; 2025Q4: 23,676 shares; 2026Q1: 23,556 shares 23,556 $2.16M 0.15% -120 Timeline EMB 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: 20,437 shares; 2025Q1: 19,773 shares; 2025Q2: 12,504 shares; 2025Q3: 22,422 shares; 2025Q4: 23,746 shares; 2026Q1: 22,569 shares 22,569 $2.12M 0.15% -1,177 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,075 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,077 shares 23,077 $2.05M 0.14% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,628 shares; 2025Q4: 1,971 shares; 2026Q1: 5,927 shares 5,927 $2.03M 0.14% +3,956 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,946 shares 69,946 $2M 0.14% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,910 shares 14,910 $1.98M 0.14% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,329 shares; 2026Q1: 34,403 shares 34,403 $1.95M 0.14% +74 Timeline PIZ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,098 shares; 2025Q3: 8,228 shares; 2025Q4: 8,875 shares; 2026Q1: 38,985 shares 38,985 $1.93M 0.13% +30,110 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: not reported; 2024Q4: not reported; 2025Q1: 109,154 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,847 shares; 2026Q1: 41,375 shares 41,375 $1.93M 0.13% +33,528 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,650 shares; 2024Q4: 9,206 shares; 2025Q1: 8,903 shares; 2025Q2: 12,225 shares; 2025Q3: 8,689 shares; 2025Q4: 8,543 shares; 2026Q1: 15,963 shares 15,963 $1.93M 0.13% +7,420 Timeline FTHY FIRST TR HIGH YIELD OPPRT 20 More: the full row for FIRST TR HIGH YIELD OPPRT 20 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,622 shares; 2024Q4: 145,532 shares; 2025Q1: 145,532 shares; 2025Q2: 145,007 shares; 2025Q3: 145,001 shares; 2025Q4: 140,817 shares; 2026Q1: 140,478 shares 140,478 $1.9M 0.13% -339 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,032 shares 6,032 $1.89M 0.13% new Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,699 shares 91,699 $1.89M 0.13% new Timeline CNA CNA FINL CORP More: the full row for CNA 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: 40,938 shares 40,938 $1.88M 0.13% 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: 27,360 shares; 2024Q4: 8,220 shares; 2025Q1: 8,394 shares; 2025Q2: 7,910 shares; 2025Q3: 6,647 shares; 2025Q4: 6,433 shares; 2026Q1: 6,210 shares 6,210 $1.76M 0.12% -223 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,211 shares 12,211 $1.66M 0.12% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,294 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,703 shares; 2025Q4: 1,294 shares; 2026Q1: 1,190 shares 1,190 $1.64M 0.11% -104 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: 25,904 shares 25,904 $1.6M 0.11% new Timeline COHR COHERENT CORP More: the full row for COHERENT 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: 1,495 shares; 2026Q1: 6,643 shares 6,643 $1.58M 0.11% +5,148 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,224 shares 2,224 $1.56M 0.11% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,246 shares; 2024Q4: 12,692 shares; 2025Q1: 7,431 shares; 2025Q2: 7,021 shares; 2025Q3: 5,646 shares; 2025Q4: 6,006 shares; 2026Q1: 5,484 shares 5,484 $1.51M 0.11% -522 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: 8,385 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,763 shares 5,763 $1.41M 0.1% new 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: 23,049 shares; 2024Q4: 63,532 shares; 2025Q1: 60,731 shares; 2025Q2: 54,580 shares; 2025Q3: 51,638 shares; 2025Q4: 48,121 shares; 2026Q1: 43,973 shares 43,973 $1.35M 0.09% -4,148 Timeline DVOL 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: 45,349 shares; 2024Q4: 37,138 shares; 2025Q1: 38,041 shares; 2025Q2: 31,967 shares; 2025Q3: 40,389 shares; 2025Q4: 40,309 shares; 2026Q1: 37,688 shares 37,688 $1.3M 0.09% -2,621 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,604 shares 4,604 $1.3M 0.09% new 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: 2,905 shares; 2025Q1: 3,785 shares; 2025Q2: 3,390 shares; 2025Q3: 4,454 shares; 2025Q4: 8,898 shares; 2026Q1: 10,069 shares 10,069 $1.25M 0.09% +1,171 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,527 shares; 2025Q3: 1,772 shares; 2025Q4: 1,243 shares; 2026Q1: 1,563 shares 1,563 $1.24M 0.09% +320 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: not reported; 2026Q1: 2,864 shares 2,864 $1.22M 0.08% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,855 shares 44,855 $1.18M 0.08% new Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 31,080 shares; 2026Q1: 25,521 shares 25,521 $1.15M 0.08% -5,559 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,430 shares 10,430 $1.11M 0.08% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,979 shares 32,979 $1.01M 0.07% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES 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: 8,428 shares; 2025Q3: 6,048 shares; 2025Q4: 5,557 shares; 2026Q1: 4,919 shares 4,919 $998K 0.07% -638 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,537 shares 16,537 $972K 0.07% new Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,207 shares 12,207 $961K 0.07% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,172 shares; 2025Q1: 2,557 shares; 2025Q2: 21,359 shares; 2025Q3: 13,971 shares; 2025Q4: 13,581 shares; 2026Q1: 14,279 shares 14,279 $958K 0.07% +698 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 119,305 shares; 2026Q1: 34,835 shares 34,835 $957K 0.07% -84,470 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,442 shares; 2025Q3: 35,140 shares; 2025Q4: 35,040 shares; 2026Q1: 34,771 shares 34,771 $946K 0.07% -269 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: 4,453 shares; 2024Q4: 4,579 shares; 2025Q1: 3,742 shares; 2025Q2: 3,618 shares; 2025Q3: 4,005 shares; 2025Q4: 3,211 shares; 2026Q1: 3,114 shares 3,114 $941K 0.07% -97 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 92,110 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,768 shares 52,768 $940K 0.07% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,306 shares; 2024Q4: 147,844 shares; 2025Q1: 38,440 shares; 2025Q2: not reported; 2025Q3: 10,724 shares; 2025Q4: 9,556 shares; 2026Q1: 8,388 shares 8,388 $911K 0.06% -1,168 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 1,419 shares; 2025Q4: 2,155 shares; 2026Q1: 2,729 shares 2,729 $903K 0.06% +574 Timeline DFUS 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: 4,759 shares; 2024Q4: 10,361 shares; 2025Q1: 10,361 shares; 2025Q2: 10,361 shares; 2025Q3: 10,361 shares; 2025Q4: 10,361 shares; 2026Q1: 12,651 shares 12,651 $897K 0.06% +2,290 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 4,473 shares; 2025Q1: 4,530 shares; 2025Q2: 6,191 shares; 2025Q3: 8,136 shares; 2025Q4: 3,504 shares; 2026Q1: 3,733 shares 3,733 $896K 0.06% +229 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,008 shares; 2025Q1: 3,575 shares; 2025Q2: 12,665 shares; 2025Q3: 9,856 shares; 2025Q4: 9,559 shares; 2026Q1: 9,718 shares 9,718 $895K 0.06% +159 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,899 shares; 2024Q4: 10,839 shares; 2025Q1: 11,247 shares; 2025Q2: 11,239 shares; 2025Q3: 11,920 shares; 2025Q4: 10,200 shares; 2026Q1: 9,442 shares 9,442 $876K 0.06% -758 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: 34,755 shares; 2024Q4: 34,548 shares; 2025Q1: 97,749 shares; 2025Q2: 33,505 shares; 2025Q3: 29,534 shares; 2025Q4: 33,109 shares; 2026Q1: 25,919 shares 25,919 $875K 0.06% -7,190 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: 112,249 shares; 2024Q4: 147,530 shares; 2025Q1: 54,379 shares; 2025Q2: 53,183 shares; 2025Q3: 91,161 shares; 2025Q4: 107,143 shares; 2026Q1: 17,797 shares 17,797 $867K 0.06% -89,346 Timeline SCHH 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: not reported; 2026Q1: 40,180 shares 40,180 $863K 0.06% new Timeline DVLU 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: 127,002 shares; 2024Q4: 43,997 shares; 2025Q1: 43,342 shares; 2025Q2: 28,294 shares; 2025Q3: 31,210 shares; 2025Q4: 29,671 shares; 2026Q1: 25,196 shares 25,196 $862K 0.06% -4,475 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,966 shares; 2026Q1: 15,757 shares 15,757 $853K 0.06% +10,791 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,120 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,903 shares 16,903 $851K 0.06% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,647 shares; 2024Q4: 131,500 shares; 2025Q1: 100,173 shares; 2025Q2: 7,749 shares; 2025Q3: not reported; 2025Q4: 41,350 shares; 2026Q1: 9,214 shares 9,214 $844K 0.06% -32,136 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: 6,223 shares; 2024Q4: 6,021 shares; 2025Q1: 5,832 shares; 2025Q2: 5,743 shares; 2025Q3: 5,729 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares 5,653 $818K 0.06% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,979 shares; 2026Q1: 17,481 shares 17,481 $812K 0.06% -3,498 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,135 shares 16,135 $807K 0.06% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER 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: 14,644 shares 14,644 $800K 0.06% new Timeline FGM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,062 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,230 shares 13,230 $794K 0.06% new Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,563 shares 8,563 $782K 0.05% new Timeline HLF HERBALIFE LTD More: the full row for HERBALIFE 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: not reported; 2025Q4: not reported; 2026Q1: 52,213 shares 52,213 $769K 0.05% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,025 shares; 2025Q4: 10,493 shares; 2026Q1: 8,423 shares 8,423 $732K 0.05% -2,070 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: 36,266 shares; 2024Q4: 37,148 shares; 2025Q1: 38,886 shares; 2025Q2: 2,433 shares; 2025Q3: 2,410 shares; 2025Q4: 2,402 shares; 2026Q1: 2,389 shares 2,389 $686K 0.05% -13 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: 2,927 shares; 2025Q3: 5,660 shares; 2025Q4: 666 shares; 2026Q1: 760 shares 760 $664K 0.05% +94 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,755 shares; 2024Q4: 9,625 shares; 2025Q1: 8,566 shares; 2025Q2: 8,264 shares; 2025Q3: 8,366 shares; 2025Q4: 8,363 shares; 2026Q1: 7,119 shares 7,119 $638K 0.04% -1,244 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,678 shares 7,678 $636K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,488 shares; 2024Q4: 14,204 shares; 2025Q1: 27,014 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,401 shares 3,401 $635K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,849 shares; 2025Q3: 4,060 shares; 2025Q4: 3,583 shares; 2026Q1: 3,820 shares 3,820 $632K 0.04% +237 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,040 shares 204,040 $626K 0.04% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 627 shares; 2025Q4: 601 shares; 2026Q1: 880 shares 880 $623K 0.04% +279 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: not reported; 2025Q1: not reported; 2025Q2: 9,024 shares; 2025Q3: 9,227 shares; 2025Q4: 9,432 shares; 2026Q1: 9,415 shares 9,415 $621K 0.04% -17 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: 23,573 shares; 2024Q4: 23,563 shares; 2025Q1: 23,600 shares; 2025Q2: 22,960 shares; 2025Q3: 26,781 shares; 2025Q4: 27,057 shares; 2026Q1: 28,506 shares 28,506 $618K 0.04% +1,449 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: 6,837 shares; 2025Q3: 7,006 shares; 2025Q4: 7,235 shares; 2026Q1: 8,123 shares 8,123 $618K 0.04% +888 Timeline BSJR 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: 21,092 shares; 2024Q4: 21,194 shares; 2025Q1: 21,243 shares; 2025Q2: 21,358 shares; 2025Q3: 25,651 shares; 2025Q4: 25,102 shares; 2026Q1: 27,080 shares 27,080 $606K 0.04% +1,978 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,071 shares; 2026Q1: 3,136 shares 3,136 $605K 0.04% +1,065 Timeline BSJU 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: not reported; 2025Q4: not reported; 2026Q1: 23,201 shares 23,201 $594K 0.04% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513 shares; 2025Q4: 1,643 shares; 2026Q1: 1,520 shares 1,520 $593K 0.04% -123 Timeline BSJQ 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: 21,711 shares; 2024Q4: 21,872 shares; 2025Q1: 21,971 shares; 2025Q2: 21,015 shares; 2025Q3: 24,457 shares; 2025Q4: 24,308 shares; 2026Q1: 25,017 shares 25,017 $580K 0.04% +709 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,822 shares 1,822 $566K 0.04% new 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: 18,815 shares; 2024Q4: 23,374 shares; 2025Q1: not reported; 2025Q2: 9,227 shares; 2025Q3: 5,626 shares; 2025Q4: 8,452 shares; 2026Q1: 3,709 shares 3,709 $542K 0.04% -4,743 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: 23,062 shares; 2024Q4: 26,369 shares; 2025Q1: 42,662 shares; 2025Q2: not reported; 2025Q3: 1,303 shares; 2025Q4: 992 shares; 2026Q1: 2,180 shares 2,180 $533K 0.04% +1,188 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: 1,338 shares; 2024Q4: 1,948 shares; 2025Q1: 1,878 shares; 2025Q2: 1,563 shares; 2025Q3: 2,057 shares; 2025Q4: 1,948 shares; 2026Q1: 2,359 shares 2,359 $513K 0.04% +411 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,757 shares; 2025Q3: 3,873 shares; 2025Q4: 3,833 shares; 2026Q1: 3,903 shares 3,903 $511K 0.04% +70 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: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,517 shares; 2025Q3: 1,517 shares; 2025Q4: 1,517 shares; 2026Q1: 2,525 shares 2,525 $495K 0.03% +1,008 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS 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: not reported; 2025Q4: 5,785 shares; 2026Q1: 6,725 shares 6,725 $494K 0.03% +940 Timeline LVHD LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,423 shares 11,423 $486K 0.03% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,799 shares 9,799 $486K 0.03% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,780 shares; 2024Q4: 11,036 shares; 2025Q1: 13,552 shares; 2025Q2: 1,155 shares; 2025Q3: 1,211 shares; 2025Q4: 2,382 shares; 2026Q1: 961 shares 961 $480K 0.03% -1,421 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,665 shares; 2024Q4: 36,864 shares; 2025Q1: 56,487 shares; 2025Q2: 56,928 shares; 2025Q3: 61,862 shares; 2025Q4: 2,303 shares; 2026Q1: 3,282 shares 3,282 $474K 0.03% +979 Timeline BSJT 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: 26,695 shares; 2025Q2: 22,160 shares; 2025Q3: 27,019 shares; 2025Q4: 26,810 shares; 2026Q1: 22,323 shares 22,323 $470K 0.03% -4,487 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,811 shares; 2025Q2: not reported; 2025Q3: 1,341 shares; 2025Q4: 2,126 shares; 2026Q1: 2,831 shares 2,831 $466K 0.03% +705 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 4,143 shares; 2025Q1: 4,254 shares; 2025Q2: 3,650 shares; 2025Q3: 3,678 shares; 2025Q4: 3,668 shares; 2026Q1: 3,617 shares 3,617 $466K 0.03% -51 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: 1,030 shares 1,030 $443K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 982 shares; 2025Q1: 1,072 shares; 2025Q2: 744 shares; 2025Q3: 1,305 shares; 2025Q4: 1,284 shares; 2026Q1: 1,332 shares 1,332 $436K 0.03% +48 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,023 shares; 2025Q1: 95,761 shares; 2025Q2: 66,787 shares; 2025Q3: 43,772 shares; 2025Q4: 5,095 shares; 2026Q1: 2,922 shares 2,922 $430K 0.03% -2,173 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: 7,559 shares; 2025Q1: 5,404 shares; 2025Q2: 5,112 shares; 2025Q3: 5,667 shares; 2025Q4: 5,900 shares; 2026Q1: 4,850 shares 4,850 $428K 0.03% -1,050 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,425 shares; 2024Q4: 8,346 shares; 2025Q1: 8,526 shares; 2025Q2: 9,006 shares; 2025Q3: 8,668 shares; 2025Q4: 8,634 shares; 2026Q1: 6,178 shares 6,178 $421K 0.03% -2,456 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,918 shares; 2026Q1: 2,700 shares 2,700 $419K 0.03% +782 Timeline DWAW ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,588 shares; 2024Q4: 9,264 shares; 2025Q1: 9,397 shares; 2025Q2: 9,376 shares; 2025Q3: 9,468 shares; 2025Q4: 10,021 shares; 2026Q1: 9,691 shares 9,691 $416K 0.03% -330 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: 2,930 shares; 2024Q4: 2,389 shares; 2025Q1: 1,867 shares; 2025Q2: 1,793 shares; 2025Q3: 1,967 shares; 2025Q4: 1,864 shares; 2026Q1: 1,963 shares 1,963 $412K 0.03% +99 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 5,662 shares; 2025Q4: 5,833 shares; 2026Q1: 5,422 shares 5,422 $410K 0.03% -411 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 992 shares; 2026Q1: 1,179 shares 1,179 $405K 0.03% +187 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: 881 shares; 2025Q1: 3,012 shares; 2025Q2: 600 shares; 2025Q3: 1,179 shares; 2025Q4: 2,421 shares; 2026Q1: 1,002 shares 1,002 $399K 0.03% -1,419 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 79,489 shares; 2025Q3: 92,881 shares; 2025Q4: 6,136 shares; 2026Q1: 5,130 shares 5,130 $397K 0.03% -1,006 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 551 shares; 2025Q1: 539 shares; 2025Q2: 511 shares; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 792 shares 792 $393K 0.03% new Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 5,334 shares 5,334 $389K 0.03% new Timeline XJUN 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: 8,920 shares; 2024Q4: 8,440 shares; 2025Q1: 8,440 shares; 2025Q2: 8,487 shares; 2025Q3: 9,513 shares; 2025Q4: 9,010 shares; 2026Q1: 9,010 shares 9,010 $387K 0.03% 0 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 8,952 shares; 2025Q1: 9,006 shares; 2025Q2: 8,929 shares; 2025Q3: 10,034 shares; 2025Q4: 9,369 shares; 2026Q1: 9,591 shares 9,591 $387K 0.03% +222 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,399 shares; 2025Q1: 28,059 shares; 2025Q2: 19,268 shares; 2025Q3: 15,428 shares; 2025Q4: 7,925 shares; 2026Q1: 2,634 shares 2,634 $385K 0.03% -5,291 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: 4,955 shares 4,955 $382K 0.03% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,671 shares; 2024Q4: 11,609 shares; 2025Q1: 7,197 shares; 2025Q2: 7,167 shares; 2025Q3: 7,337 shares; 2025Q4: 7,436 shares; 2026Q1: 7,146 shares 7,146 $377K 0.03% -290 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,750 shares; 2024Q4: 3,161 shares; 2025Q1: 3,403 shares; 2025Q2: 3,136 shares; 2025Q3: 3,175 shares; 2025Q4: 2,566 shares; 2026Q1: 1,704 shares 1,704 $369K 0.03% -862 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,390 shares; 2024Q4: 63,624 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,569 shares 9,569 $366K 0.03% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,858 shares; 2024Q4: 12,797 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 831 shares; 2025Q4: 765 shares; 2026Q1: 1,127 shares 1,127 $359K 0.02% +362 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: 4,359 shares; 2024Q4: 5,193 shares; 2025Q1: 6,345 shares; 2025Q2: 3,598 shares; 2025Q3: 3,733 shares; 2025Q4: 3,935 shares; 2026Q1: 4,458 shares 4,458 $346K 0.02% +523 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 233 shares 233 $343K 0.02% new Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,970 shares; 2024Q4: 10,621 shares; 2025Q1: 11,982 shares; 2025Q2: 11,562 shares; 2025Q3: 11,930 shares; 2025Q4: 10,977 shares; 2026Q1: 10,742 shares 10,742 $338K 0.02% -235 Timeline RZV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,290 shares; 2025Q3: 2,709 shares; 2025Q4: 2,709 shares; 2026Q1: 2,709 shares 2,709 $337K 0.02% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,034 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,753 shares; 2026Q1: 2,180 shares 2,180 $328K 0.02% +427 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,073 shares; 2026Q1: 7,877 shares 7,877 $324K 0.02% +2,804 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,341 shares 4,341 $320K 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,985 shares 3,985 $317K 0.02% new Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,352 shares; 2025Q4: 12,313 shares; 2026Q1: 12,088 shares 12,088 $315K 0.02% -225 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,825 shares; 2025Q1: 1,713 shares; 2025Q2: 1,794 shares; 2025Q3: 2,116 shares; 2025Q4: 1,895 shares; 2026Q1: 1,918 shares 1,918 $306K 0.02% +23 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,125 shares; 2025Q3: 3,393 shares; 2025Q4: 7,015 shares; 2026Q1: 3,593 shares 3,593 $306K 0.02% -3,422 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,134 shares; 2025Q1: 2,292 shares; 2025Q2: 2,203 shares; 2025Q3: 2,400 shares; 2025Q4: 2,169 shares; 2026Q1: 2,282 shares 2,282 $302K 0.02% +113 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,745 shares; 2024Q4: 1,360 shares; 2025Q1: 1,164 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares 1,098 $299K 0.02% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,167 shares; 2026Q1: 1,852 shares 1,852 $297K 0.02% +685 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,584 shares; 2025Q3: 1,483 shares; 2025Q4: 1,548 shares; 2026Q1: 1,758 shares 1,758 $288K 0.02% +210 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,272 shares; 2025Q1: 3,210 shares; 2025Q2: 3,051 shares; 2025Q3: 3,365 shares; 2025Q4: 2,778 shares; 2026Q1: 2,592 shares 2,592 $287K 0.02% -186 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: 12,376 shares; 2024Q4: 13,719 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,940 shares; 2026Q1: 3,962 shares 3,962 $285K 0.02% +22 Timeline MNTN MNTN INC More: the full row for MNTN 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: 30,965 shares; 2026Q1: 30,965 shares 30,965 $272K 0.02% 0 Timeline GOEX 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: 4,286 shares; 2025Q4: 3,672 shares; 2026Q1: 3,215 shares 3,215 $272K 0.02% -457 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to 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: 2,457 shares 2,457 $270K 0.02% new Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD 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: not reported; 2026Q1: 1,443 shares 1,443 $270K 0.02% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 981 shares; 2025Q2: 981 shares; 2025Q3: 981 shares; 2025Q4: 981 shares; 2026Q1: 981 shares 981 $269K 0.02% 0 Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI 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: 4,812 shares; 2026Q1: 5,690 shares 5,690 $257K 0.02% +878 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,716 shares; 2024Q4: 2,756 shares; 2025Q1: 2,810 shares; 2025Q2: 2,406 shares; 2025Q3: 2,450 shares; 2025Q4: 2,368 shares; 2026Q1: 2,401 shares 2,401 $257K 0.02% +33 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: 1,675 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,211 shares 1,211 $251K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,543 shares; 2024Q4: 4,613 shares; 2025Q1: 4,613 shares; 2025Q2: 4,613 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,743 shares 4,743 $250K 0.02% -70 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,105 shares; 2024Q4: 2,105 shares; 2025Q1: 2,144 shares; 2025Q2: 2,093 shares; 2025Q3: 2,093 shares; 2025Q4: 2,085 shares; 2026Q1: 2,046 shares 2,046 $247K 0.02% -39 Timeline ALG ALAMO GROUP INC More: the full row for ALAMO GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,900 shares; 2024Q4: 1,663 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,663 shares; 2025Q4: 1,483 shares; 2026Q1: 1,483 shares 1,483 $245K 0.02% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,084 shares; 2024Q4: 27,698 shares; 2025Q1: 27,229 shares; 2025Q2: 29,256 shares; 2025Q3: 4,866 shares; 2025Q4: 4,052 shares; 2026Q1: 4,029 shares 4,029 $244K 0.02% -23 Timeline ACWI 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: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares 1,747 $242K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 888 shares; 2026Q1: 713 shares 713 $234K 0.02% -175 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,734 shares 3,734 $233K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,165 shares; 2026Q1: 1,539 shares 1,539 $232K 0.02% -626 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 280 shares; 2026Q1: 297 shares 297 $229K 0.02% +17 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,940 shares; 2025Q4: 2,795 shares; 2026Q1: 2,493 shares 2,493 $229K 0.02% -302 Timeline DWUS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,767 shares; 2024Q4: 4,374 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,133 shares; 2025Q4: 4,449 shares; 2026Q1: 4,435 shares 4,435 $226K 0.02% -14 Timeline FIW 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: 14,282 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,916 shares; 2025Q3: 1,787 shares; 2025Q4: 1,935 shares; 2026Q1: 2,130 shares 2,130 $220K 0.02% +195 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: 60,208 shares; 2024Q4: 57,603 shares; 2025Q1: 69,581 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,936 shares 1,936 $220K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,677 shares 1,677 $215K 0.01% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,548 shares; 2024Q4: 27,036 shares; 2025Q1: 29,890 shares; 2025Q2: 1,333 shares; 2025Q3: 745 shares; 2025Q4: not reported; 2026Q1: 644 shares 644 $212K 0.01% new Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,924 shares; 2025Q4: 10,433 shares; 2026Q1: 5,865 shares 5,865 $208K 0.01% -4,568 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: 1,704 shares 1,704 $205K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,374 shares; 2025Q4: 10,020 shares; 2026Q1: 11,347 shares 11,347 $195K 0.01% +1,327 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,466 shares; 2024Q4: 11,466 shares; 2025Q1: 11,466 shares; 2025Q2: 11,466 shares; 2025Q3: 11,466 shares; 2025Q4: 11,466 shares; 2026Q1: 11,466 shares 11,466 $91K 0.01% 0 Timeline CODX CO-DIAGNOSTICS INC More: the full row for CO-DIAGNOSTICS 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: 41,387 shares 41,387 $77K 0.01% new Timeline