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: 2,153,091 shares; 2024Q4: 2,241,711 shares; 2025Q1: 2,291,835 shares; 2025Q2: 2,218,582 shares; 2025Q3: 2,266,638 shares; 2025Q4: 2,127,021 shares; 2026Q1: 2,072,841 shares 2,072,841 $183M 9.76% -54,180 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: 249,551 shares; 2024Q4: 344,610 shares; 2025Q1: 359,373 shares; 2025Q2: 2,354,770 shares; 2025Q3: 375,221 shares; 2025Q4: 346,148 shares; 2026Q1: 415,470 shares 415,470 $179M 9.57% +69,322 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: 162,376 shares; 2024Q4: 196,385 shares; 2025Q1: 209,546 shares; 2025Q2: 226,536 shares; 2025Q3: 226,841 shares; 2025Q4: 131,985 shares; 2026Q1: 177,765 shares 177,765 $106M 5.64% +45,780 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 304,152 shares; 2025Q1: 282,601 shares; 2025Q2: 762,785 shares; 2025Q3: 830,943 shares; 2025Q4: 791,414 shares; 2026Q1: 848,972 shares 848,972 $85.5M 4.57% +57,558 Timeline BPRO BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 3,082,223 shares 3,082,223 $69.4M 3.71% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,769 shares; 2024Q4: 171,140 shares; 2025Q1: 154,679 shares; 2025Q2: 153,369 shares; 2025Q3: 153,477 shares; 2025Q4: 153,477 shares; 2026Q1: 143,682 shares 143,682 $53.3M 2.85% -9,795 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357,500 shares 357,500 $52.1M 2.78% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691,106 shares; 2024Q4: 691,106 shares; 2025Q1: 693,740 shares; 2025Q2: 684,180 shares; 2025Q3: 854,085 shares; 2025Q4: 624,377 shares; 2026Q1: 1,054,757 shares 1,054,757 $48.7M 2.6% +430,380 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: 4,615 shares; 2024Q4: not reported; 2025Q1: 55,710 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 496,430 shares 496,430 $45.5M 2.43% new Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 440,781 shares 440,781 $44.4M 2.37% new Timeline SPTS 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: 350,835 shares; 2026Q1: 1,467,595 shares 1,467,595 $43.3M 2.32% +1,116,760 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: 54,501 shares; 2024Q4: 83,362 shares; 2025Q1: 56,362 shares; 2025Q2: 12,786,846 shares; 2025Q3: 58,172 shares; 2025Q4: 66,344 shares; 2026Q1: 64,865 shares 64,865 $42.2M 2.26% -1,479 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 402,767 shares; 2024Q4: 434,649 shares; 2025Q1: 440,000 shares; 2025Q2: 3,370,831 shares; 2025Q3: 513,892 shares; 2025Q4: 718,380 shares; 2026Q1: 610,337 shares 610,337 $32.1M 1.72% -108,043 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: 70,943 shares; 2024Q4: 107,528 shares; 2025Q1: 110,806 shares; 2025Q2: 82,341 shares; 2025Q3: 1,040,956 shares; 2025Q4: 601,836 shares; 2026Q1: 387,079 shares 387,079 $32M 1.71% -214,757 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: 53,862 shares; 2024Q4: 62,185 shares; 2025Q1: 61,174 shares; 2025Q2: 59,929 shares; 2025Q3: 59,222 shares; 2025Q4: 81,262 shares; 2026Q1: 91,961 shares 91,961 $29.8M 1.59% +10,699 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: 114,820 shares; 2025Q3: 1,644,636 shares; 2025Q4: 1,822,484 shares; 2026Q1: 1,100,009 shares 1,100,009 $28.9M 1.54% -722,475 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 539,448 shares; 2024Q4: 641,204 shares; 2025Q1: 609,492 shares; 2025Q2: 164,099 shares; 2025Q3: 71,972 shares; 2025Q4: 108,585 shares; 2026Q1: 288,942 shares 288,942 $28.8M 1.54% +180,357 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 363,713 shares 363,713 $28.6M 1.53% new Timeline VT 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: 206,150 shares 206,150 $28.5M 1.52% new Timeline ILF 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: 44,774 shares; 2026Q1: 739,255 shares 739,255 $26.3M 1.4% +694,481 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: 235,234 shares; 2024Q4: 260,403 shares; 2025Q1: 260,862 shares; 2025Q2: 273,690 shares; 2025Q3: 154,262 shares; 2025Q4: 146,203 shares; 2026Q1: 144,854 shares 144,854 $25.3M 1.35% -1,349 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,196 shares; 2025Q4: 137,566 shares; 2026Q1: 219,481 shares 219,481 $24.3M 1.3% +81,915 Timeline ACWX 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: 302,005 shares 302,005 $20.7M 1.1% new Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,650 shares; 2024Q4: 163,980 shares; 2025Q1: 261,882 shares; 2025Q2: 264,512 shares; 2025Q3: 239,024 shares; 2025Q4: 551,255 shares; 2026Q1: 383,745 shares 383,745 $19M 1.01% -167,510 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,243 shares; 2024Q4: 227,023 shares; 2025Q1: 279,383 shares; 2025Q2: not reported; 2025Q3: 154,362 shares; 2025Q4: 351,442 shares; 2026Q1: 343,322 shares 343,322 $17.5M 0.93% -8,120 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: 75,142 shares; 2024Q4: 82,690 shares; 2025Q1: 78,262 shares; 2025Q2: 75,628 shares; 2025Q3: 55,344 shares; 2025Q4: 51,908 shares; 2026Q1: 51,909 shares 51,909 $14.9M 0.8% +1 Timeline PICK 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: 155,085 shares; 2026Q1: 257,117 shares 257,117 $14.6M 0.78% +102,032 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418,810 shares; 2024Q4: 542,688 shares; 2025Q1: 478,285 shares; 2025Q2: 443,374 shares; 2025Q3: 331,441 shares; 2025Q4: 302,282 shares; 2026Q1: 302,873 shares 302,873 $14.2M 0.76% +591 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: 89,008 shares; 2024Q4: 108,247 shares; 2025Q1: 110,156 shares; 2025Q2: 127,000 shares; 2025Q3: 58,366 shares; 2025Q4: 55,798 shares; 2026Q1: 55,789 shares 55,789 $14.2M 0.76% -9 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: 20,143 shares; 2024Q4: 27,450 shares; 2025Q1: 27,326 shares; 2025Q2: 26,605 shares; 2025Q3: 21,250 shares; 2025Q4: 23,675 shares; 2026Q1: 21,671 shares 21,671 $14.2M 0.76% -2,004 Timeline RING 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: 127,920 shares; 2024Q4: 277,010 shares; 2025Q1: 284,615 shares; 2025Q2: 287,485 shares; 2025Q3: 293,455 shares; 2025Q4: 189,993 shares; 2026Q1: 178,290 shares 178,290 $14.1M 0.75% -11,703 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,050 shares; 2025Q3: not reported; 2025Q4: 12,787 shares; 2026Q1: 170,687 shares 170,687 $13.1M 0.7% +157,900 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275,970 shares; 2025Q3: 286,990 shares; 2025Q4: 60,460 shares; 2026Q1: 248,595 shares 248,595 $12.6M 0.68% +188,135 Timeline SDCI USCF ETF TR More: the full row for USCF 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: 449,720 shares 449,720 $12.3M 0.65% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,462 shares; 2024Q4: 59,138 shares; 2025Q1: 61,681 shares; 2025Q2: 62,751 shares; 2025Q3: 33,594 shares; 2025Q4: 32,525 shares; 2026Q1: 32,691 shares 32,691 $12.1M 0.65% +166 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,933 shares; 2025Q1: 8,935 shares; 2025Q2: 10,174,082 shares; 2025Q3: 4,337 shares; 2025Q4: 58,589 shares; 2026Q1: 188,164 shares 188,164 $11.5M 0.62% +129,575 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,155 shares 27,155 $11M 0.59% new 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: 70,469 shares; 2024Q4: 82,376 shares; 2025Q1: 83,328 shares; 2025Q2: 89,509 shares; 2025Q3: 53,371 shares; 2025Q4: 52,196 shares; 2026Q1: 52,281 shares 52,281 $10.9M 0.58% +85 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,979 shares 60,979 $10.9M 0.58% new 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: 22,378 shares; 2024Q4: 23,065 shares; 2025Q1: 22,315 shares; 2025Q2: 2,029,080 shares; 2025Q3: 22,849 shares; 2025Q4: 23,130 shares; 2026Q1: 17,386 shares 17,386 $10.1M 0.54% -5,744 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: 259,887 shares; 2024Q4: 233,360 shares; 2025Q1: 262,270 shares; 2025Q2: 365,975 shares; 2025Q3: 417,145 shares; 2025Q4: 231,581 shares; 2026Q1: 147,128 shares 147,128 $10M 0.54% -84,453 Timeline REMX 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: 109,225 shares 109,225 $9.62M 0.51% 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: 84,658 shares; 2024Q4: 90,423 shares; 2025Q1: 90,911 shares; 2025Q2: 94,555 shares; 2025Q3: 76,714 shares; 2025Q4: 76,175 shares; 2026Q1: 76,228 shares 76,228 $9.47M 0.51% +53 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 100,694 shares; 2025Q3: 106,992 shares; 2025Q4: 150,537 shares; 2026Q1: 129,742 shares 129,742 $9.25M 0.49% -20,795 Timeline SPHB 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: 73,718 shares 73,718 $8.55M 0.46% new Timeline XOP 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: 5,935 shares; 2025Q4: not reported; 2026Q1: 46,570 shares 46,570 $8.47M 0.45% new 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: 176,276 shares; 2024Q4: 142,588 shares; 2025Q1: 170,503 shares; 2025Q2: 170,618 shares; 2025Q3: 181,015 shares; 2025Q4: 110,250 shares; 2026Q1: 77,540 shares 77,540 $7.14M 0.38% -32,710 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 112,050 shares 112,050 $7.08M 0.38% new 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: 5,177 shares; 2024Q4: 6,739 shares; 2025Q1: 18,241 shares; 2025Q2: 16,806 shares; 2025Q3: 9,291 shares; 2025Q4: 7,271 shares; 2026Q1: 7,281 shares 7,281 $6.7M 0.36% +10 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: 68,429 shares; 2024Q4: 70,613 shares; 2025Q1: 71,676 shares; 2025Q2: 72,882 shares; 2025Q3: 66,189 shares; 2025Q4: 92,050 shares; 2026Q1: 92,068 shares 92,068 $6.62M 0.35% +18 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: 36,986 shares; 2025Q1: 37,349 shares; 2025Q2: 37,032 shares; 2025Q3: 32,342 shares; 2025Q4: 31,942 shares; 2026Q1: 30,941 shares 30,941 $6.61M 0.35% -1,001 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: 4,325 shares; 2024Q4: 4,325 shares; 2025Q1: 6,465 shares; 2025Q2: 11,539,295 shares; 2025Q3: 3,695 shares; 2025Q4: 38,358 shares; 2026Q1: 82,294 shares 82,294 $6.55M 0.35% +43,936 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,561 shares; 2024Q4: 108,673 shares; 2025Q1: 109,067 shares; 2025Q2: 108,410 shares; 2025Q3: 93,404 shares; 2025Q4: 83,405 shares; 2026Q1: 83,404 shares 83,404 $6.27M 0.34% -1 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: 23,069 shares; 2024Q4: 26,260 shares; 2025Q1: 26,204 shares; 2025Q2: 27,570 shares; 2025Q3: 19,581 shares; 2025Q4: 19,382 shares; 2026Q1: 19,424 shares 19,424 $5.87M 0.31% +42 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: 7,512 shares; 2024Q4: 7,916 shares; 2025Q1: 8,007 shares; 2025Q2: 8,037 shares; 2025Q3: 6,920 shares; 2025Q4: 6,919 shares; 2026Q1: 6,920 shares 6,920 $5.85M 0.31% +1 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: 6,705 shares; 2025Q1: 6,705 shares; 2025Q2: 6,655 shares; 2025Q3: 6,655 shares; 2025Q4: 103,942 shares; 2026Q1: 103,942 shares 103,942 $5.62M 0.3% 0 Timeline NBOS NEUBERGER BERMAN ETF TRUST More: the full row for NEUBERGER BERMAN ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,924,529 shares; 2025Q3: not reported; 2025Q4: 103,090 shares; 2026Q1: 208,425 shares 208,425 $5.57M 0.3% +105,335 Timeline ISHG 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: 172,565 shares; 2025Q3: 319,631 shares; 2025Q4: not reported; 2026Q1: 72,685 shares 72,685 $5.44M 0.29% new Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,708 shares; 2024Q4: 18,237 shares; 2025Q1: 17,415 shares; 2025Q2: 18,507 shares; 2025Q3: 11,599 shares; 2025Q4: 11,418 shares; 2026Q1: 11,262 shares 11,262 $5.4M 0.29% -156 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,423 shares; 2024Q4: 120,423 shares; 2025Q1: 120,423 shares; 2025Q2: 120,423 shares; 2025Q3: 120,423 shares; 2025Q4: 120,423 shares; 2026Q1: 120,423 shares 120,423 $5.37M 0.29% 0 Timeline PDBA INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC 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: 145,925 shares 145,925 $5.34M 0.29% new Timeline DVYE 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: 154,460 shares 154,460 $5.31M 0.28% new Timeline XDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 7,283,129 shares; 2025Q3: not reported; 2025Q4: 64,205 shares; 2026Q1: 144,615 shares 144,615 $5.31M 0.28% +80,410 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 232,480 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,770 shares 64,770 $5.31M 0.28% new Timeline QDTE ROUNDHILL ETF TRUST More: the full row for ROUNDHILL 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: 9,182,385 shares; 2025Q3: not reported; 2025Q4: 79,370 shares; 2026Q1: 189,880 shares 189,880 $5.21M 0.28% +110,510 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,870 shares; 2026Q1: 88,885 shares 88,885 $5.12M 0.27% +65,015 Timeline DBA 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: 184,000 shares 184,000 $5.03M 0.27% new Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 83,140 shares 83,140 $4.94M 0.26% 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: 29,335 shares; 2024Q4: 37,288 shares; 2025Q1: 36,866 shares; 2025Q2: 42,245 shares; 2025Q3: 18,758 shares; 2025Q4: 17,230 shares; 2026Q1: 16,927 shares 16,927 $4.87M 0.26% -303 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,000 shares; 2024Q4: 22,685 shares; 2025Q1: 22,163 shares; 2025Q2: 164,160 shares; 2025Q3: 165,703 shares; 2025Q4: 109,726 shares; 2026Q1: 74,213 shares 74,213 $4.76M 0.25% -35,513 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,151 shares; 2024Q4: 41,645 shares; 2025Q1: 40,528 shares; 2025Q2: 53,221 shares; 2025Q3: 37,541 shares; 2025Q4: 37,500 shares; 2026Q1: 37,521 shares 37,521 $4.31M 0.23% +21 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,000 shares; 2024Q4: 125,000 shares; 2025Q1: 103,630 shares; 2025Q2: 102,553 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $4.21M 0.22% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 123,695 shares 123,695 $4.2M 0.22% new Timeline MLPX 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: 6,811 shares; 2025Q2: 2,820,089 shares; 2025Q3: 7,687 shares; 2025Q4: 58,081 shares; 2026Q1: 56,686 shares 56,686 $4.19M 0.22% -1,395 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,353 shares; 2024Q4: 9,278 shares; 2025Q1: 7,713 shares; 2025Q2: 1,544,122 shares; 2025Q3: 7,393 shares; 2025Q4: 7,871 shares; 2026Q1: 5,961 shares 5,961 $4.16M 0.22% -1,910 Timeline XME 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: 38,075 shares 38,075 $4.11M 0.22% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,445 shares; 2024Q4: 133,805 shares; 2025Q1: 147,830 shares; 2025Q2: 3,919,280 shares; 2025Q3: 381,595 shares; 2025Q4: 235,954 shares; 2026Q1: 103,045 shares 103,045 $3.96M 0.21% -132,909 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: 13,903 shares; 2024Q4: 14,465 shares; 2025Q1: 14,523 shares; 2025Q2: 13,607 shares; 2025Q3: 12,203 shares; 2025Q4: 12,178 shares; 2026Q1: 12,131 shares 12,131 $3.86M 0.21% -47 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,478 shares; 2026Q1: 79,203 shares 79,203 $3.84M 0.2% +54,725 Timeline GDXJ 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: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 27,831 shares 27,831 $3.34M 0.18% +25,155 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,748,084 shares; 2025Q3: not reported; 2025Q4: 24,005 shares; 2026Q1: 49,060 shares 49,060 $3.29M 0.18% +25,055 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,825,164 shares; 2025Q3: 96,607 shares; 2025Q4: 325,482 shares; 2026Q1: 71,215 shares 71,215 $3.27M 0.17% -254,267 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,600 shares; 2024Q4: 45,600 shares; 2025Q1: 45,600 shares; 2025Q2: 43,100 shares; 2025Q3: 43,100 shares; 2025Q4: 199,180 shares; 2026Q1: 89,840 shares 89,840 $3.18M 0.17% -109,340 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,730 shares; 2024Q4: 25,150 shares; 2025Q1: 20,935 shares; 2025Q2: 4,830,928 shares; 2025Q3: not reported; 2025Q4: 54,205 shares; 2026Q1: 103,625 shares 103,625 $3.14M 0.17% +49,420 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,928 shares; 2024Q4: 11,052 shares; 2025Q1: 10,821 shares; 2025Q2: 12,412 shares; 2025Q3: 8,144 shares; 2025Q4: 7,854 shares; 2026Q1: 7,879 shares 7,879 $2.93M 0.16% +25 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,954 shares; 2024Q4: 31,270 shares; 2025Q1: 32,337 shares; 2025Q2: 33,181 shares; 2025Q3: 31,453 shares; 2025Q4: 31,434 shares; 2026Q1: 31,461 shares 31,461 $2.91M 0.16% +27 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: 35,059 shares; 2024Q4: 91,941 shares; 2025Q1: 89,291 shares; 2025Q2: 89,217 shares; 2025Q3: 38,434 shares; 2025Q4: 28,827 shares; 2026Q1: 25,888 shares 25,888 $2.86M 0.15% -2,939 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,055 shares; 2025Q1: not reported; 2025Q2: 1,774 shares; 2025Q3: not reported; 2025Q4: 15,169 shares; 2026Q1: 16,893 shares 16,893 $2.77M 0.15% +1,724 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,594 shares; 2024Q4: 67,904 shares; 2025Q1: 58,534 shares; 2025Q2: 52,662 shares; 2025Q3: 52,647 shares; 2025Q4: 47,054 shares; 2026Q1: 26,557 shares 26,557 $2.67M 0.14% -20,497 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,435 shares; 2025Q4: 34,340 shares; 2026Q1: 61,775 shares 61,775 $2.63M 0.14% +27,435 Timeline VYMI 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 1,771,003 shares; 2025Q3: not reported; 2025Q4: 12,360 shares; 2026Q1: 27,205 shares 27,205 $2.56M 0.14% +14,845 Timeline IDVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,767,934 shares; 2025Q3: not reported; 2025Q4: 28,160 shares; 2026Q1: 63,210 shares 63,210 $2.56M 0.14% +35,050 Timeline PXF 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: 1,768,322 shares; 2025Q3: not reported; 2025Q4: 17,000 shares; 2026Q1: 36,580 shares 36,580 $2.56M 0.14% +19,580 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,289 shares; 2026Q1: 27,289 shares 27,289 $2.47M 0.13% 0 Timeline HHH HOWARD HUGHES HOLDINGS INC More: the full row for HOWARD HUGHES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,540 shares; 2024Q4: 14,574 shares; 2025Q1: 14,744 shares; 2025Q2: 21,698 shares; 2025Q3: 26,883 shares; 2025Q4: 30,408 shares; 2026Q1: 38,130 shares 38,130 $2.41M 0.13% +7,722 Timeline FALN 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: 50,665 shares; 2026Q1: 89,915 shares 89,915 $2.4M 0.13% +39,250 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL 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: not reported; 2026Q1: 26,986 shares 26,986 $2.38M 0.13% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,953 shares; 2024Q4: 10,972 shares; 2025Q1: 11,208 shares; 2025Q2: 12,965 shares; 2025Q3: 4,145 shares; 2025Q4: 4,055 shares; 2026Q1: 4,082 shares 4,082 $2.34M 0.12% +27 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,610 shares; 2024Q4: 41,352 shares; 2025Q1: 33,497 shares; 2025Q2: 33,497 shares; 2025Q3: 34,167 shares; 2025Q4: 87,619 shares; 2026Q1: 63,129 shares 63,129 $2.32M 0.12% -24,490 Timeline USHY 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: 63,041 shares 63,041 $2.32M 0.12% new 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: 11,106 shares; 2024Q4: 15,479 shares; 2025Q1: 16,110 shares; 2025Q2: 15,498 shares; 2025Q3: 6,323 shares; 2025Q4: 18,777 shares; 2026Q1: 18,834 shares 18,834 $2.27M 0.12% +57 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: 1,463 shares; 2025Q1: 1,461 shares; 2025Q2: 2,206 shares; 2025Q3: not reported; 2025Q4: 9,498 shares; 2026Q1: 9,503 shares 9,503 $2.18M 0.12% +5 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: 14,049,783 shares; 2025Q3: not reported; 2025Q4: 24,320 shares; 2026Q1: 24,015 shares 24,015 $2.13M 0.11% -305 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,155 shares; 2024Q4: 84,964 shares; 2025Q1: 92,519 shares; 2025Q2: 83,363 shares; 2025Q3: 70,011 shares; 2025Q4: 78,225 shares; 2026Q1: 22,475 shares 22,475 $2.11M 0.11% -55,750 Timeline TFPM TRIPLE FLAG PRECIOUS METAL More: the full row for TRIPLE FLAG PRECIOUS METAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,300 shares; 2025Q2: 58,300 shares; 2025Q3: 58,300 shares; 2025Q4: 58,300 shares; 2026Q1: 58,300 shares 58,300 $2.02M 0.11% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,490 shares; 2024Q4: 10,545 shares; 2025Q1: 11,895 shares; 2025Q2: 12,012 shares; 2025Q3: 6,235 shares; 2025Q4: 6,146 shares; 2026Q1: 6,116 shares 6,116 $2.01M 0.11% -30 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 43,715 shares 43,715 $1.95M 0.1% new Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,965 shares; 2025Q2: 43,965 shares; 2025Q3: 54,720 shares; 2025Q4: 62,316 shares; 2026Q1: 63,301 shares 63,301 $1.92M 0.1% +985 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,567 shares; 2026Q1: 20,982 shares 20,982 $1.89M 0.1% -3,585 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: 13,361 shares; 2024Q4: 19,529 shares; 2025Q1: 19,953 shares; 2025Q2: 21,834 shares; 2025Q3: 6,538 shares; 2025Q4: 6,006 shares; 2026Q1: 6,068 shares 6,068 $1.88M 0.1% +62 Timeline AAXJ 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: 19,346 shares; 2026Q1: 19,346 shares 19,346 $1.86M 0.1% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,761 shares; 2024Q4: 12,069 shares; 2025Q1: 12,006 shares; 2025Q2: 11,967 shares; 2025Q3: 14,558 shares; 2025Q4: 14,554 shares; 2026Q1: 14,419 shares 14,419 $1.82M 0.1% -135 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,665 shares; 2024Q4: 414,835 shares; 2025Q1: 323,640 shares; 2025Q2: 8,351,126 shares; 2025Q3: 51,780 shares; 2025Q4: 39,785 shares; 2026Q1: 39,835 shares 39,835 $1.56M 0.08% +50 Timeline ITAN 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: 43,335 shares; 2024Q4: 43,335 shares; 2025Q1: 43,335 shares; 2025Q2: 43,335 shares; 2025Q3: 43,335 shares; 2025Q4: 43,335 shares; 2026Q1: 43,335 shares 43,335 $1.55M 0.08% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,806 shares; 2025Q1: 2,106 shares; 2025Q2: 1,972 shares; 2025Q3: not reported; 2025Q4: 4,212 shares; 2026Q1: 4,234 shares 4,234 $1.49M 0.08% +22 Timeline BNT BROOKFIELD WEALTH SOL LTD More: the full row for BROOKFIELD WEALTH SOL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,726 shares; 2024Q4: 23,726 shares; 2025Q1: 23,726 shares; 2025Q2: 23,726 shares; 2025Q3: 23,726 shares; 2025Q4: 35,589 shares; 2026Q1: 35,589 shares 35,589 $1.47M 0.08% 0 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,411 shares; 2024Q4: 100,271 shares; 2025Q1: 87,656 shares; 2025Q2: 70,976 shares; 2025Q3: 70,976 shares; 2025Q4: 60,275 shares; 2026Q1: 59,455 shares 59,455 $1.34M 0.07% -820 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,726 shares; 2024Q4: 16,726 shares; 2025Q1: 16,726 shares; 2025Q2: 16,726 shares; 2025Q3: 16,726 shares; 2025Q4: 16,726 shares; 2026Q1: 16,726 shares 16,726 $1.32M 0.07% 0 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: 10,185 shares; 2024Q4: 15,097 shares; 2025Q1: 15,191 shares; 2025Q2: 27,466 shares; 2025Q3: 4,680 shares; 2025Q4: 4,309 shares; 2026Q1: 4,334 shares 4,334 $1.27M 0.07% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923,095 shares; 2025Q3: not reported; 2025Q4: 50,855 shares; 2026Q1: 69,930 shares 69,930 $1.24M 0.07% +19,075 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: 5,761 shares; 2026Q1: 5,761 shares 5,761 $1.23M 0.07% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,995 shares; 2026Q1: 70,150 shares 70,150 $1.23M 0.07% +18,155 Timeline URBN URBAN OUTFITTERS INC More: the full row for URBAN OUTFITTERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,450 shares; 2024Q4: 15,950 shares; 2025Q1: 16,066 shares; 2025Q2: 19,761 shares; 2025Q3: 19,652 shares; 2025Q4: 19,152 shares; 2026Q1: 19,161 shares 19,161 $1.21M 0.06% +9 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: 2,032 shares; 2024Q4: 2,700 shares; 2025Q1: 2,775 shares; 2025Q2: 3,291 shares; 2025Q3: 1,240 shares; 2025Q4: 1,197 shares; 2026Q1: 1,202 shares 1,202 $1.2M 0.06% +5 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,799 shares; 2024Q4: 16,815 shares; 2025Q1: 17,038 shares; 2025Q2: 17,918 shares; 2025Q3: 12,368 shares; 2025Q4: 12,257 shares; 2026Q1: 12,221 shares 12,221 $1.18M 0.06% -36 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,289 shares; 2025Q3: 8,381 shares; 2025Q4: 8,382 shares; 2026Q1: 8,394 shares 8,394 $1.15M 0.06% +12 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: 46,112 shares; 2024Q4: 46,112 shares; 2025Q1: 44,427 shares; 2025Q2: 44,427 shares; 2025Q3: 44,427 shares; 2025Q4: 44,162 shares; 2026Q1: 21,682 shares 21,682 $1.14M 0.06% -22,480 Timeline BSCQ 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: 35,672 shares; 2024Q4: 52,976 shares; 2025Q1: 53,525 shares; 2025Q2: 54,087 shares; 2025Q3: 54,655 shares; 2025Q4: 55,222 shares; 2026Q1: 55,789 shares 55,789 $1.09M 0.06% +567 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,640 shares; 2025Q1: 8,613 shares; 2025Q2: 8,613 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300 $1.09M 0.06% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & 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: 26,485 shares; 2026Q1: 26,485 shares 26,485 $1.06M 0.06% 0 Timeline REM 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: 49,435 shares; 2026Q1: 48,840 shares 48,840 $1.05M 0.06% -595 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,543 shares; 2025Q1: 2,530 shares; 2025Q2: 2,607 shares; 2025Q3: 1,841 shares; 2025Q4: 1,813 shares; 2026Q1: 1,724 shares 1,724 $1.04M 0.06% -89 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,398 shares; 2025Q1: 4,921 shares; 2025Q2: 6,452 shares; 2025Q3: 6,861 shares; 2025Q4: 27,285 shares; 2026Q1: 17,275 shares 17,275 $1.02M 0.05% -10,010 Timeline DFGR 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: 39,840 shares; 2026Q1: 38,320 shares 38,320 $1.02M 0.05% -1,520 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,105 shares; 2024Q4: 4,105 shares; 2025Q1: 4,105 shares; 2025Q2: 4,105 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares; 2026Q1: 4,105 shares 4,105 $1.01M 0.05% +5 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,505 shares; 2024Q4: 6,400 shares; 2025Q1: 6,400 shares; 2025Q2: 6,400 shares; 2025Q3: 6,400 shares; 2025Q4: 12,521 shares; 2026Q1: 12,530 shares 12,530 $941K 0.05% +9 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: 13,492 shares; 2024Q4: 18,252 shares; 2025Q1: 19,044 shares; 2025Q2: 16,821 shares; 2025Q3: 5,644 shares; 2025Q4: 5,423 shares; 2026Q1: 5,482 shares 5,482 $930K 0.05% +59 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,689 shares; 2024Q4: 1,778 shares; 2025Q1: 1,788 shares; 2025Q2: 1,852 shares; 2025Q3: 1,557 shares; 2025Q4: 1,556 shares; 2026Q1: 1,556 shares 1,556 $916K 0.05% 0 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA THERAPEUTICS 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: 7,000 shares; 2025Q3: 7,000 shares; 2025Q4: 10,845 shares; 2026Q1: 10,845 shares 10,845 $903K 0.05% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: not reported; 2025Q4: 4,093 shares; 2026Q1: 4,097 shares 4,097 $899K 0.05% +4 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: 4,205 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,161 shares 8,161 $883K 0.05% new Timeline STOT SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,872 shares; 2024Q4: 133,570 shares; 2025Q1: 102,282 shares; 2025Q2: 17,727 shares; 2025Q3: 17,727 shares; 2025Q4: 17,727 shares; 2026Q1: 17,727 shares 17,727 $835K 0.04% 0 Timeline RGS REGIS CORPORATION More: the full row for REGIS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,375 shares; 2024Q4: 32,936 shares; 2025Q1: 32,936 shares; 2025Q2: 32,936 shares; 2025Q3: 32,936 shares; 2025Q4: 32,936 shares; 2026Q1: 33,401 shares 33,401 $825K 0.04% +465 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,685 shares; 2026Q1: 8,685 shares 8,685 $805K 0.04% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,840 shares; 2024Q4: 51,920 shares; 2025Q1: 34,179 shares; 2025Q2: 21,284 shares; 2025Q3: 23,284 shares; 2025Q4: 15,975 shares; 2026Q1: 15,775 shares 15,775 $799K 0.04% -200 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,092 shares; 2025Q1: 25,815 shares; 2025Q2: 25,815 shares; 2025Q3: 25,815 shares; 2025Q4: 70,776 shares; 2026Q1: 26,509 shares 26,509 $795K 0.04% -44,267 Timeline FVCB FVCBANKCORP INC More: the full row for FVCBANKCORP 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: 52,245 shares; 2025Q4: 52,245 shares; 2026Q1: 52,245 shares 52,245 $794K 0.04% 0 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,114 shares; 2025Q2: 37,879 shares; 2025Q3: 38,300 shares; 2025Q4: 38,712 shares; 2026Q1: 39,116 shares 39,116 $768K 0.04% +404 Timeline ATEX ANTERIX INC More: the full row for ANTERIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,340 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $764K 0.04% 0 Timeline DTAN 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: 20,823 shares; 2024Q4: 24,793 shares; 2025Q1: 24,793 shares; 2025Q2: 24,793 shares; 2025Q3: 24,793 shares; 2025Q4: 24,793 shares; 2026Q1: 24,793 shares 24,793 $749K 0.04% 0 Timeline MYCH SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,767 shares 29,767 $743K 0.04% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,554 shares; 2024Q4: 2,161 shares; 2025Q1: 2,276 shares; 2025Q2: 2,675 shares; 2025Q3: 785 shares; 2025Q4: 7,283 shares; 2026Q1: 7,450 shares 7,450 $716K 0.04% +167 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 44,420 shares; 2025Q3: 41,385 shares; 2025Q4: 30,105 shares; 2026Q1: 9,890 shares 9,890 $708K 0.04% -20,215 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: 5,447 shares; 2024Q4: 9,015 shares; 2025Q1: 9,280 shares; 2025Q2: 10,367 shares; 2025Q3: 3,722 shares; 2025Q4: 3,614 shares; 2026Q1: 3,632 shares 3,632 $701K 0.04% +18 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: 12,294 shares; 2024Q4: 13,008 shares; 2025Q1: 13,152 shares; 2025Q2: 11,152 shares; 2025Q3: 7,377 shares; 2025Q4: 7,411 shares; 2026Q1: 3,230 shares 3,230 $695K 0.04% -4,181 Timeline P EVERPURE INC More: the full row for EVERPURE 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: 8,520 shares; 2026Q1: 11,480 shares 11,480 $678K 0.04% +2,960 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,261 shares; 2024Q4: 5,773 shares; 2025Q1: 5,831 shares; 2025Q2: 5,868 shares; 2025Q3: 4,976 shares; 2025Q4: 4,976 shares; 2026Q1: 4,986 shares 4,986 $674K 0.04% +10 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,424 shares; 2025Q1: 9,524 shares; 2025Q2: 9,524 shares; 2025Q3: 9,424 shares; 2025Q4: 9,424 shares; 2026Q1: 9,424 shares 9,424 $657K 0.04% 0 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares; 2025Q1: 14,600 shares; 2025Q2: 14,600 shares; 2025Q3: 14,600 shares; 2025Q4: 13,876 shares; 2026Q1: 13,876 shares 13,876 $625K 0.03% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,370 shares; 2025Q3: 6,225 shares; 2025Q4: 6,225 shares; 2026Q1: 7,400 shares 7,400 $610K 0.03% +1,175 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: 170,490 shares; 2025Q1: 45,625 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 834 shares; 2026Q1: 2,439 shares 2,439 $605K 0.03% +1,605 Timeline COAL EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,650 shares 21,650 $594K 0.03% new Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,695 shares; 2024Q4: 10,869 shares; 2025Q1: 10,805 shares; 2025Q2: 11,635 shares; 2025Q3: 8,997 shares; 2025Q4: 9,017 shares; 2026Q1: 9,019 shares 9,019 $588K 0.03% +2 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: 1,941 shares; 2024Q4: 2,623 shares; 2025Q1: 2,604 shares; 2025Q2: 2,927 shares; 2025Q3: 1,222 shares; 2025Q4: 1,179 shares; 2026Q1: 1,186 shares 1,186 $588K 0.03% +7 Timeline NNI NELNET INC More: the full row for NELNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 4,515 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,440 shares 4,440 $573K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: 1,490 shares; 2025Q3: 1,490 shares; 2025Q4: 1,490 shares; 2026Q1: 1,490 shares 1,490 $531K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 1,793 shares; 2025Q1: 1,801 shares; 2025Q2: 2,039 shares; 2025Q3: 794 shares; 2025Q4: 761 shares; 2026Q1: 585 shares 585 $524K 0.03% -176 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,439 shares; 2024Q4: 1,868 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 1,439 shares; 2025Q4: 1,439 shares; 2026Q1: 1,515 shares 1,515 $512K 0.03% +76 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,955 shares; 2024Q4: 3,991 shares; 2025Q1: 3,990 shares; 2025Q2: 4,095 shares; 2025Q3: 3,702 shares; 2025Q4: 3,661 shares; 2026Q1: 3,661 shares 3,661 $510K 0.03% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,293 shares; 2024Q4: 13,615 shares; 2025Q1: 13,651 shares; 2025Q2: 13,918 shares; 2025Q3: 4,230 shares; 2025Q4: 3,903 shares; 2026Q1: 4,014 shares 4,014 $507K 0.03% +111 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,604 shares; 2024Q4: 2,218 shares; 2025Q1: 2,224 shares; 2025Q2: 2,250 shares; 2025Q3: 774 shares; 2025Q4: 708 shares; 2026Q1: 713 shares 713 $505K 0.03% +5 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: 1,211 shares; 2025Q1: 1,198 shares; 2025Q2: 1,127 shares; 2025Q3: 361 shares; 2025Q4: 361 shares; 2026Q1: 361 shares 361 $498K 0.03% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,245 shares; 2025Q4: 4,940 shares; 2026Q1: 4,940 shares 4,940 $463K 0.02% 0 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,080 shares; 2025Q2: 66,315 shares; 2025Q3: 130,490 shares; 2025Q4: 58,813 shares; 2026Q1: 8,770 shares 8,770 $457K 0.02% -50,043 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,612 shares; 2025Q1: 12,612 shares; 2025Q2: 12,612 shares; 2025Q3: 12,612 shares; 2025Q4: 12,612 shares; 2026Q1: 14,047 shares 14,047 $453K 0.02% +1,435 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: 4,873 shares; 2024Q4: 6,139 shares; 2025Q1: 6,691 shares; 2025Q2: 7,121 shares; 2025Q3: 3,576 shares; 2025Q4: 3,437 shares; 2026Q1: 3,435 shares 3,435 $450K 0.02% -2 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: 3,604 shares; 2024Q4: 4,530 shares; 2025Q1: 4,186 shares; 2025Q2: 4,743 shares; 2025Q3: 1,412 shares; 2025Q4: 1,311 shares; 2026Q1: 1,311 shares 1,311 $448K 0.02% 0 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: not reported; 2024Q4: 5,831 shares; 2025Q1: 4,086 shares; 2025Q2: 4,086 shares; 2025Q3: 4,086 shares; 2025Q4: 4,086 shares; 2026Q1: 4,086 shares 4,086 $445K 0.02% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,829 shares; 2024Q4: 2,036 shares; 2025Q1: 2,026 shares; 2025Q2: 2,366 shares; 2025Q3: 1,641 shares; 2025Q4: 1,634 shares; 2026Q1: 1,635 shares 1,635 $445K 0.02% +1 Timeline COKE COCA COLA CONS INC More: the full row for COCA COLA CONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 360 shares; 2025Q1: 331 shares; 2025Q2: 3,250 shares; 2025Q3: 2,270 shares; 2025Q4: 2,270 shares; 2026Q1: 2,277 shares 2,277 $437K 0.02% +7 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: 2,748 shares; 2024Q4: 3,409 shares; 2025Q1: 3,438 shares; 2025Q2: 3,655 shares; 2025Q3: 1,445 shares; 2025Q4: 1,377 shares; 2026Q1: 1,376 shares 1,376 $416K 0.02% -1 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,978 shares; 2024Q4: 9,481 shares; 2025Q1: 9,048 shares; 2025Q2: 8,981 shares; 2025Q3: 5,477 shares; 2025Q4: 5,450 shares; 2026Q1: 5,460 shares 5,460 $411K 0.02% +10 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,676 shares; 2025Q1: 2,730 shares; 2025Q2: 2,832 shares; 2025Q3: 2,221 shares; 2025Q4: 2,230 shares; 2026Q1: 2,234 shares 2,234 $407K 0.02% +4 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,185 shares; 2025Q4: 3,705 shares; 2026Q1: 3,705 shares 3,705 $406K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,954 shares; 2024Q4: 2,942 shares; 2025Q1: 2,758 shares; 2025Q2: 2,820 shares; 2025Q3: 1,246 shares; 2025Q4: 1,224 shares; 2026Q1: 1,224 shares 1,224 $399K 0.02% 0 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,786 shares; 2026Q1: 12,766 shares 12,766 $390K 0.02% +980 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150,033 shares; 2025Q3: not reported; 2025Q4: 118,686 shares; 2026Q1: 1,525 shares 1,525 $389K 0.02% -117,161 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: 4,006 shares 4,006 $389K 0.02% new Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 416,627 shares; 2024Q4: 484,887 shares; 2025Q1: 316,848 shares; 2025Q2: 145,861 shares; 2025Q3: 191,948 shares; 2025Q4: 106,562 shares; 2026Q1: 16,210 shares 16,210 $384K 0.02% -90,352 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: 3,903 shares; 2025Q4: 170,443 shares; 2026Q1: 6,753 shares 6,753 $383K 0.02% -163,690 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: 6,888 shares; 2024Q4: 10,360 shares; 2025Q1: 10,723 shares; 2025Q2: 11,757 shares; 2025Q3: 2,859 shares; 2025Q4: 2,628 shares; 2026Q1: 2,622 shares 2,622 $379K 0.02% -6 Timeline BUR BURFORD CAPITAL LIMITED More: the full row for BURFORD CAPITAL LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,310 shares; 2024Q4: 75,539 shares; 2025Q1: 82,936 shares; 2025Q2: 82,660 shares; 2025Q3: 82,630 shares; 2025Q4: 82,780 shares; 2026Q1: 82,630 shares 82,630 $373K 0.02% -150 Timeline ARGT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,950 shares 3,950 $369K 0.02% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,253 shares; 2025Q1: 1,486 shares; 2025Q2: 1,612 shares; 2025Q3: 676 shares; 2025Q4: 646 shares; 2026Q1: 653 shares 653 $368K 0.02% +7 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: 16,357 shares; 2024Q4: 19,951 shares; 2025Q1: 8,798 shares; 2025Q2: 9,263 shares; 2025Q3: 1,616 shares; 2025Q4: 1,440 shares; 2026Q1: 1,475 shares 1,475 $360K 0.02% +35 Timeline IGPT 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: 26,980 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $348K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,128 shares; 2025Q4: 1,293 shares; 2026Q1: 1,185 shares 1,185 $340K 0.02% -108 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,820 shares; 2024Q4: 8,820 shares; 2025Q1: 8,820 shares; 2025Q2: 8,820 shares; 2025Q3: 8,820 shares; 2025Q4: 8,837 shares; 2026Q1: 8,837 shares 8,837 $334K 0.02% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,021 shares; 2024Q4: 8,393 shares; 2025Q1: 8,237 shares; 2025Q2: 8,527 shares; 2025Q3: 2,148 shares; 2025Q4: 2,024 shares; 2026Q1: 2,028 shares 2,028 $334K 0.02% +4 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,803 shares; 2024Q4: 3,359 shares; 2025Q1: 3,407 shares; 2025Q2: 3,409 shares; 2025Q3: 2,617 shares; 2025Q4: 2,617 shares; 2026Q1: 2,620 shares 2,620 $333K 0.02% +3 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,470 shares; 2024Q4: 10,470 shares; 2025Q1: 10,470 shares; 2025Q2: 10,470 shares; 2025Q3: 10,470 shares; 2025Q4: 10,470 shares; 2026Q1: 10,470 shares 10,470 $330K 0.02% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,463 shares; 2025Q1: 1,486 shares; 2025Q2: 1,541 shares; 2025Q3: 1,138 shares; 2025Q4: 1,137 shares; 2026Q1: 1,134 shares 1,134 $330K 0.02% -3 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: 3,669 shares; 2024Q4: 5,851 shares; 2025Q1: 16,012 shares; 2025Q2: 15,278 shares; 2025Q3: 11,663 shares; 2025Q4: 11,569 shares; 2026Q1: 1,591 shares 1,591 $329K 0.02% -9,978 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: 525 shares; 2025Q3: 525 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $324K 0.02% 0 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 130,785 shares; 2025Q1: 77,045 shares; 2025Q2: 10,695 shares; 2025Q3: 12,395 shares; 2025Q4: 8,875 shares; 2026Q1: 8,875 shares 8,875 $319K 0.02% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 539 shares; 2025Q1: 579 shares; 2025Q2: 1,212 shares; 2025Q3: 894 shares; 2025Q4: 881 shares; 2026Q1: 880 shares 880 $312K 0.02% -1 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,111 shares; 2024Q4: 6,111 shares; 2025Q1: 7,046 shares; 2025Q2: 6,353 shares; 2025Q3: 5,706 shares; 2025Q4: 5,706 shares; 2026Q1: 4,715 shares 4,715 $312K 0.02% -991 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 701 shares; 2024Q4: 730 shares; 2025Q1: 777 shares; 2025Q2: 749 shares; 2025Q3: 647 shares; 2025Q4: 647 shares; 2026Q1: 647 shares 647 $311K 0.02% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,954 shares; 2024Q4: not reported; 2025Q1: 102,310 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,519 shares; 2026Q1: 3,519 shares 3,519 $305K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 3,725 shares; 2025Q1: 3,716 shares; 2025Q2: 3,820 shares; 2025Q3: 1,538 shares; 2025Q4: 1,479 shares; 2026Q1: 1,485 shares 1,485 $303K 0.02% +6 Timeline MAXJ 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: 10,380 shares; 2025Q2: 10,380 shares; 2025Q3: 10,380 shares; 2025Q4: 10,380 shares; 2026Q1: 10,380 shares 10,380 $292K 0.02% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,012 shares; 2024Q4: 2,556 shares; 2025Q1: 2,674 shares; 2025Q2: 4,460 shares; 2025Q3: 1,595 shares; 2025Q4: 1,586 shares; 2026Q1: 1,592 shares 1,592 $290K 0.02% +6 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI 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: 21,035 shares 21,035 $290K 0.02% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,481 shares; 2025Q1: 6,481 shares; 2025Q2: 6,481 shares; 2025Q3: 6,454 shares; 2025Q4: 6,439 shares; 2026Q1: 6,483 shares 6,483 $288K 0.02% +44 Timeline TFLO 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: 83,085 shares; 2024Q4: 70,540 shares; 2025Q1: 70,435 shares; 2025Q2: 7,355 shares; 2025Q3: 5,895 shares; 2025Q4: 5,615 shares; 2026Q1: 5,615 shares 5,615 $284K 0.02% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,468 shares; 2024Q4: 3,724 shares; 2025Q1: 3,859 shares; 2025Q2: 3,798 shares; 2025Q3: 3,437 shares; 2025Q4: 3,437 shares; 2026Q1: 3,432 shares 3,432 $283K 0.02% -5 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139 shares; 2024Q4: 174 shares; 2025Q1: 173 shares; 2025Q2: 210 shares; 2025Q3: 67 shares; 2025Q4: 65 shares; 2026Q1: 66 shares 66 $278K 0.01% +1 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 14,007 shares; 2025Q1: 14,007 shares; 2025Q2: 14,007 shares; 2025Q3: 14,007 shares; 2025Q4: 8,577 shares; 2026Q1: 8,577 shares 8,577 $263K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,800 shares; 2025Q1: 2,800 shares; 2025Q2: 2,800 shares; 2025Q3: 2,800 shares; 2025Q4: 2,800 shares; 2026Q1: 2,800 shares 2,800 $260K 0.01% 0 Timeline FCG 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: 24,325 shares; 2025Q1: 106,070 shares; 2025Q2: 85,485 shares; 2025Q3: 10,140 shares; 2025Q4: not reported; 2026Q1: 8,140 shares 8,140 $258K 0.01% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,022 shares; 2024Q4: 13,199 shares; 2025Q1: 13,887 shares; 2025Q2: 14,058 shares; 2025Q3: 2,952 shares; 2025Q4: 2,726 shares; 2026Q1: 2,745 shares 2,745 $255K 0.01% +19 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $255K 0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,743 shares; 2024Q4: 3,948 shares; 2025Q1: 3,947 shares; 2025Q2: 2,708 shares; 2025Q3: 2,111 shares; 2025Q4: 2,096 shares; 2026Q1: 2,090 shares 2,090 $253K 0.01% -6 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,388 shares; 2024Q4: 3,149 shares; 2025Q1: 3,175 shares; 2025Q2: 3,240 shares; 2025Q3: 1,263 shares; 2025Q4: 1,341 shares; 2026Q1: 1,347 shares 1,347 $251K 0.01% +6 Timeline MSOS 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: 299,741 shares; 2024Q4: 163,269 shares; 2025Q1: 601,946 shares; 2025Q2: 129,496 shares; 2025Q3: 86,413 shares; 2025Q4: 160,633 shares; 2026Q1: 70,633 shares 70,633 $251K 0.01% -90,000 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,514 shares; 2025Q1: not reported; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,514 shares 1,514 $235K 0.01% 0 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: 4,392 shares; 2024Q4: 6,622 shares; 2025Q1: 6,909 shares; 2025Q2: 7,027 shares; 2025Q3: 1,180 shares; 2025Q4: 1,034 shares; 2026Q1: 1,065 shares 1,065 $232K 0.01% +31 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,312 shares; 2025Q1: 2,084 shares; 2025Q2: 2,021 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,484 shares 1,484 $227K 0.01% new Timeline GSST 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: 53,515 shares; 2024Q4: 42,815 shares; 2025Q1: 32,700 shares; 2025Q2: 12,500 shares; 2025Q3: 4,440 shares; 2025Q4: 4,440 shares; 2026Q1: 4,440 shares 4,440 $224K 0.01% 0 Timeline DLHC DLH HLDGS CORP More: the full row for DLH HLDGS 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: 34,806 shares; 2026Q1: 38,311 shares 38,311 $223K 0.01% +3,505 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 3,244 shares; 2025Q1: 3,262 shares; 2025Q2: 3,284 shares; 2025Q3: 1,344 shares; 2025Q4: 1,307 shares; 2026Q1: 1,269 shares 1,269 $220K 0.01% -38 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 5,615 shares; 2025Q1: 5,637 shares; 2025Q2: 5,198 shares; 2025Q3: 4,057 shares; 2025Q4: 4,111 shares; 2026Q1: 834 shares 834 $218K 0.01% -3,277 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY 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: 1,534 shares 1,534 $218K 0.01% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,960 shares; 2024Q4: 6,575 shares; 2025Q1: 6,640 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 353 shares; 2026Q1: 353 shares 353 $218K 0.01% 0 Timeline LLYVA LIBERTY LIVE HOLDINGS INC More: the full row for LIBERTY LIVE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,375 shares 2,375 $218K 0.01% new Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,200 shares; 2026Q1: 2,200 shares 2,200 $213K 0.01% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,677 shares; 2025Q1: 3,847 shares; 2025Q2: 4,136 shares; 2025Q3: 2,854 shares; 2025Q4: not reported; 2026Q1: 2,799 shares 2,799 $212K 0.01% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947 shares; 2024Q4: 1,693 shares; 2025Q1: 1,641 shares; 2025Q2: 1,792 shares; 2025Q3: 519 shares; 2025Q4: 491 shares; 2026Q1: 484 shares 484 $209K 0.01% -7 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 576 shares; 2025Q1: 588 shares; 2025Q2: 654 shares; 2025Q3: 193 shares; 2025Q4: 181 shares; 2026Q1: 180 shares 180 $209K 0.01% -1 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: 1,948 shares; 2024Q4: 2,954 shares; 2025Q1: 3,050 shares; 2025Q2: 3,632 shares; 2025Q3: 499 shares; 2025Q4: 419 shares; 2026Q1: 415 shares 415 $208K 0.01% -4 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,022 shares; 2025Q4: 2,022 shares; 2026Q1: 2,022 shares 2,022 $207K 0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX 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: 3,147 shares 3,147 $206K 0.01% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,207 shares; 2025Q1: 2,198 shares; 2025Q2: 2,865 shares; 2025Q3: 634 shares; 2025Q4: not reported; 2026Q1: 574 shares 574 $205K 0.01% new Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,646 shares; 2026Q1: 5,646 shares 5,646 $203K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 3,834 shares; 2025Q1: 3,687 shares; 2025Q2: 4,069 shares; 2025Q3: 1,113 shares; 2025Q4: not reported; 2026Q1: 1,036 shares 1,036 $201K 0.01% new Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,435 shares; 2024Q4: 317,005 shares; 2025Q1: 227,575 shares; 2025Q2: 12,720 shares; 2025Q3: 12,720 shares; 2025Q4: 17,230 shares; 2026Q1: 12,530 shares 12,530 $117K 0.01% -4,700 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS 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: 43,793 shares; 2026Q1: 43,793 shares 43,793 $109K 0.01% 0 Timeline SLNH SOLUNA HOLDINGS INC More: the full row for SOLUNA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,000 shares; 2026Q1: 37,000 shares 37,000 $26.2K <0.01% 0 Timeline