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: 58,328 shares; 2024Q4: 57,694 shares; 2025Q1: 56,989 shares; 2025Q2: 54,979 shares; 2025Q3: 55,987 shares; 2025Q4: 62,625 shares; 2026Q1: 73,899 shares 73,899 $18.8M 6.93% +11,274 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: 65,893 shares; 2024Q4: 69,429 shares; 2025Q1: 70,065 shares; 2025Q2: 67,078 shares; 2025Q3: 67,285 shares; 2025Q4: 65,731 shares; 2026Q1: 66,273 shares 66,273 $11.6M 4.27% +542 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: 19,284 shares; 2024Q4: 19,533 shares; 2025Q1: 19,082 shares; 2025Q2: 18,237 shares; 2025Q3: 18,740 shares; 2025Q4: 19,243 shares; 2026Q1: 19,684 shares 19,684 $7.29M 2.69% +441 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,159 shares; 2024Q4: 81,637 shares; 2025Q1: 113,761 shares; 2025Q2: 118,492 shares; 2025Q3: 112,255 shares; 2025Q4: 143,472 shares; 2026Q1: 150,558 shares 150,558 $6.53M 2.41% +7,086 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,831 shares; 2024Q4: 135,998 shares; 2025Q1: 150,145 shares; 2025Q2: 162,510 shares; 2025Q3: 169,472 shares; 2025Q4: 152,929 shares; 2026Q1: 134,141 shares 134,141 $6.22M 2.3% -18,788 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: 17,671 shares; 2024Q4: 19,346 shares; 2025Q1: 19,161 shares; 2025Q2: 18,715 shares; 2025Q3: 19,382 shares; 2025Q4: 21,223 shares; 2026Q1: 21,532 shares 21,532 $6.19M 2.29% +309 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: 52,656 shares; 2024Q4: 52,633 shares; 2025Q1: 47,477 shares; 2025Q2: 50,014 shares; 2025Q3: 49,680 shares; 2025Q4: 51,191 shares; 2026Q1: 45,648 shares 45,648 $5.06M 1.87% -5,543 Timeline PJFG PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,892 shares; 2024Q4: 17,094 shares; 2025Q1: 49,900 shares; 2025Q2: 50,696 shares; 2025Q3: 52,205 shares; 2025Q4: 54,026 shares; 2026Q1: 51,257 shares 51,257 $4.99M 1.84% -2,769 Timeline QCOC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284,402 shares; 2026Q1: 216,674 shares 216,674 $4.76M 1.76% -67,728 Timeline MISL 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: 103,429 shares; 2024Q4: 110,033 shares; 2025Q1: 117,303 shares; 2025Q2: 118,255 shares; 2025Q3: 119,654 shares; 2025Q4: 123,594 shares; 2026Q1: 105,409 shares 105,409 $4.71M 1.74% -18,185 Timeline HFXI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,430 shares; 2024Q4: 32,666 shares; 2025Q1: 38,976 shares; 2025Q2: 71,040 shares; 2025Q3: 92,451 shares; 2025Q4: 98,409 shares; 2026Q1: 140,068 shares 140,068 $4.7M 1.74% +41,659 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,949 shares; 2024Q4: 15,207 shares; 2025Q1: 21,103 shares; 2025Q2: 21,117 shares; 2025Q3: 20,529 shares; 2025Q4: 21,479 shares; 2026Q1: 21,441 shares 21,441 $4.47M 1.65% -38 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,682 shares; 2025Q2: 71,581 shares; 2025Q3: 87,046 shares; 2025Q4: 102,103 shares; 2026Q1: 107,336 shares 107,336 $4.46M 1.65% +5,233 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,526 shares; 2024Q4: 48,847 shares; 2025Q1: 58,199 shares; 2025Q2: 59,816 shares; 2025Q3: 59,696 shares; 2025Q4: 60,218 shares; 2026Q1: 54,704 shares 54,704 $4.41M 1.63% -5,514 Timeline MFSG MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,994 shares; 2025Q2: 135,344 shares; 2025Q3: 135,195 shares; 2025Q4: 177,349 shares; 2026Q1: 169,952 shares 169,952 $4.35M 1.61% -7,397 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: 6,126 shares; 2024Q4: 6,192 shares; 2025Q1: 6,660 shares; 2025Q2: 7,287 shares; 2025Q3: 10,390 shares; 2025Q4: 10,660 shares; 2026Q1: 13,752 shares 13,752 $4.05M 1.49% +3,092 Timeline RDVI 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: 104,481 shares; 2024Q4: 102,173 shares; 2025Q1: 130,124 shares; 2025Q2: 140,889 shares; 2025Q3: 155,279 shares; 2025Q4: 152,097 shares; 2026Q1: 156,455 shares 156,455 $4M 1.48% +4,358 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 35,130 shares; 2026Q1: 45,299 shares 45,299 $3.62M 1.34% +10,169 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,189 shares; 2024Q4: 116,297 shares; 2025Q1: 124,132 shares; 2025Q2: 127,266 shares; 2025Q3: 132,429 shares; 2025Q4: 131,752 shares; 2026Q1: 89,599 shares 89,599 $3.61M 1.33% -42,153 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: 47,103 shares; 2024Q4: 37,340 shares; 2025Q1: 33,093 shares; 2025Q2: 32,061 shares; 2025Q3: 26,109 shares; 2025Q4: 24,485 shares; 2026Q1: 24,475 shares 24,475 $3.58M 1.32% -10 Timeline LQTI 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: 166,635 shares; 2025Q3: 170,019 shares; 2025Q4: 171,043 shares; 2026Q1: 181,250 shares 181,250 $3.55M 1.31% +10,207 Timeline GROZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 115,251 shares; 2025Q2: 120,776 shares; 2025Q3: 126,566 shares; 2025Q4: 132,834 shares; 2026Q1: 127,873 shares 127,873 $3.53M 1.3% -4,961 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: 4,105 shares; 2024Q4: 6,303 shares; 2025Q1: 6,286 shares; 2025Q2: 7,436 shares; 2025Q3: 7,653 shares; 2025Q4: 9,128 shares; 2026Q1: 9,260 shares 9,260 $3.44M 1.27% +132 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,149 shares; 2024Q4: 3,260 shares; 2025Q1: 3,271 shares; 2025Q2: 3,300 shares; 2025Q3: 3,374 shares; 2025Q4: 3,384 shares; 2026Q1: 3,344 shares 3,344 $3.33M 1.23% -40 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 98,295 shares; 2025Q2: 110,396 shares; 2025Q3: 116,177 shares; 2025Q4: 116,219 shares; 2026Q1: 116,214 shares 116,214 $3.09M 1.14% -5 Timeline TDIV 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: 29,856 shares; 2024Q4: 30,544 shares; 2025Q1: 31,457 shares; 2025Q2: 32,195 shares; 2025Q3: 33,854 shares; 2025Q4: 35,619 shares; 2026Q1: 32,286 shares 32,286 $3.02M 1.12% -3,333 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,478 shares; 2026Q1: 88,800 shares 88,800 $2.94M 1.09% +37,322 Timeline CRTC DBX ETF TR More: the full row for DBX 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: 76,574 shares; 2025Q4: 80,914 shares; 2026Q1: 80,333 shares 80,333 $2.85M 1.05% -581 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,532 shares; 2024Q4: 45,278 shares; 2025Q1: 49,591 shares; 2025Q2: 52,875 shares; 2025Q3: 59,471 shares; 2025Q4: 61,431 shares; 2026Q1: 55,260 shares 55,260 $2.81M 1.04% -6,171 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: 9,672 shares; 2024Q4: 11,209 shares; 2025Q1: 11,330 shares; 2025Q2: 11,379 shares; 2025Q3: 12,736 shares; 2025Q4: 13,884 shares; 2026Q1: 9,070 shares 9,070 $2.81M 1.04% -4,814 Timeline GPIX 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: 17,425 shares; 2025Q1: 45,079 shares; 2025Q2: 49,229 shares; 2025Q3: 56,013 shares; 2025Q4: 54,963 shares; 2026Q1: 54,851 shares 54,851 $2.74M 1.01% -112 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: 3,146 shares; 2024Q4: 3,597 shares; 2025Q1: 3,615 shares; 2025Q2: 3,822 shares; 2025Q3: 4,111 shares; 2025Q4: 4,568 shares; 2026Q1: 4,693 shares 4,693 $2.68M 0.99% +125 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: 4,580 shares; 2024Q4: 4,608 shares; 2025Q1: 4,635 shares; 2025Q2: 4,520 shares; 2025Q3: 4,540 shares; 2025Q4: 4,452 shares; 2026Q1: 11,546 shares 11,546 $2.51M 0.93% +7,094 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: 17,197 shares; 2024Q4: 17,068 shares; 2025Q1: 23,041 shares; 2025Q2: 23,105 shares; 2025Q3: 23,243 shares; 2025Q4: 23,564 shares; 2026Q1: 33,357 shares 33,357 $2.36M 0.87% +9,793 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: 1,890 shares; 2024Q4: 2,149 shares; 2025Q1: 2,127 shares; 2025Q2: 2,056 shares; 2025Q3: 2,220 shares; 2025Q4: 2,514 shares; 2026Q1: 3,104 shares 3,104 $2.2M 0.81% +590 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: not reported; 2024Q4: 43,501 shares; 2025Q1: 43,473 shares; 2025Q2: 43,873 shares; 2025Q3: 41,040 shares; 2025Q4: 39,055 shares; 2026Q1: 38,712 shares 38,712 $2.04M 0.75% -343 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,570 shares; 2024Q4: 18,489 shares; 2025Q1: 29,966 shares; 2025Q2: 39,656 shares; 2025Q3: 41,926 shares; 2025Q4: 42,076 shares; 2026Q1: 50,566 shares 50,566 $1.97M 0.73% +8,490 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: 5,271 shares; 2024Q4: 8,348 shares; 2025Q1: 8,244 shares; 2025Q2: 8,097 shares; 2025Q3: 8,754 shares; 2025Q4: 9,484 shares; 2026Q1: 9,676 shares 9,676 $1.97M 0.73% +192 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,013 shares; 2024Q4: 104,034 shares; 2025Q1: 53,853 shares; 2025Q2: 53,369 shares; 2025Q3: 53,395 shares; 2025Q4: 53,262 shares; 2026Q1: 51,239 shares 51,239 $1.9M 0.7% -2,023 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 55,000 shares; 2025Q3: 59,352 shares; 2025Q4: 65,940 shares; 2026Q1: 71,259 shares 71,259 $1.87M 0.69% +5,319 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,953 shares; 2025Q3: 18,297 shares; 2025Q4: 19,551 shares; 2026Q1: 2,891 shares 2,891 $1.84M 0.68% -16,660 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: 2,811 shares; 2024Q4: 3,074 shares; 2025Q1: 2,971 shares; 2025Q2: 2,858 shares; 2025Q3: 2,964 shares; 2025Q4: 2,788 shares; 2026Q1: 2,705 shares 2,705 $1.76M 0.65% -83 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,188 shares; 2024Q4: 21,923 shares; 2025Q1: 29,003 shares; 2025Q2: 29,568 shares; 2025Q3: 29,851 shares; 2025Q4: 17,451 shares; 2026Q1: 16,290 shares 16,290 $1.71M 0.63% -1,161 Timeline DTCR 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: 65,494 shares; 2025Q1: 68,934 shares; 2025Q2: 70,857 shares; 2025Q3: 77,616 shares; 2025Q4: 83,011 shares; 2026Q1: 70,253 shares 70,253 $1.68M 0.62% -12,758 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: 17,857 shares; 2024Q4: 15,819 shares; 2025Q1: 16,406 shares; 2025Q2: 17,851 shares; 2025Q3: 19,369 shares; 2025Q4: 20,289 shares; 2026Q1: 21,071 shares 21,071 $1.61M 0.6% +782 Timeline MFSV MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,477 shares; 2026Q1: 57,607 shares 57,607 $1.54M 0.57% +130 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: not reported; 2024Q4: 12,227 shares; 2025Q1: 15,304 shares; 2025Q2: 15,688 shares; 2025Q3: 15,469 shares; 2025Q4: 16,667 shares; 2026Q1: 16,351 shares 16,351 $1.52M 0.56% -316 Timeline FDG AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,479 shares; 2025Q2: 12,414 shares; 2025Q3: 13,528 shares; 2025Q4: 14,509 shares; 2026Q1: 13,222 shares 13,222 $1.51M 0.56% -1,287 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: 4,882 shares; 2024Q4: 5,289 shares; 2025Q1: 5,461 shares; 2025Q2: 6,458 shares; 2025Q3: 6,811 shares; 2025Q4: 4,776 shares; 2026Q1: 4,870 shares 4,870 $1.47M 0.54% +94 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: 1,067 shares; 2024Q4: 1,057 shares; 2025Q1: 1,068 shares; 2025Q2: 1,076 shares; 2025Q3: 1,086 shares; 2025Q4: 998 shares; 2026Q1: 978 shares 978 $1.44M 0.53% -20 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: 3,707 shares; 2024Q4: 3,903 shares; 2025Q1: 5,061 shares; 2025Q2: 5,445 shares; 2025Q3: 5,952 shares; 2025Q4: 6,519 shares; 2026Q1: 8,802 shares 8,802 $1.44M 0.53% +2,283 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,030 shares; 2025Q2: 2,152 shares; 2025Q3: 2,380 shares; 2025Q4: 2,564 shares; 2026Q1: 2,618 shares 2,618 $1.44M 0.53% +54 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,034 shares; 2025Q1: 2,034 shares; 2025Q2: 2,080 shares; 2025Q3: 1,315 shares; 2025Q4: 1,490 shares; 2026Q1: 1,551 shares 1,551 $1.43M 0.53% +61 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: 3,310 shares; 2024Q4: 3,833 shares; 2025Q1: 2,392 shares; 2025Q2: 2,776 shares; 2025Q3: 3,344 shares; 2025Q4: 3,684 shares; 2026Q1: 3,971 shares 3,971 $1.42M 0.52% +287 Timeline ACGR AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,587 shares; 2024Q4: 25,994 shares; 2025Q1: 25,107 shares; 2025Q2: 26,036 shares; 2025Q3: 27,935 shares; 2025Q4: 29,635 shares; 2026Q1: 23,586 shares 23,586 $1.4M 0.52% -6,049 Timeline SCIO 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: 47,470 shares; 2026Q1: 67,155 shares 67,155 $1.39M 0.51% +19,685 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,720 shares; 2026Q1: 52,219 shares 52,219 $1.37M 0.51% +9,499 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: not reported; 2024Q4: not reported; 2025Q1: 18,715 shares; 2025Q2: 18,486 shares; 2025Q3: 18,585 shares; 2025Q4: 18,623 shares; 2026Q1: 18,457 shares 18,457 $1.33M 0.49% -166 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: 3,538 shares; 2024Q4: 3,888 shares; 2025Q1: 3,742 shares; 2025Q2: 4,913 shares; 2025Q3: 5,329 shares; 2025Q4: 3,806 shares; 2026Q1: 6,039 shares 6,039 $1.32M 0.49% +2,233 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: 4,609 shares; 2025Q1: 4,688 shares; 2025Q2: 4,724 shares; 2025Q3: 4,967 shares; 2025Q4: 5,794 shares; 2026Q1: 6,060 shares 6,060 $1.29M 0.48% +266 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 918 shares; 2024Q4: 1,173 shares; 2025Q1: 1,204 shares; 2025Q2: 1,244 shares; 2025Q3: 1,361 shares; 2025Q4: 1,444 shares; 2026Q1: 2,792 shares 2,792 $1.29M 0.48% +1,348 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,348 shares; 2024Q4: 7,682 shares; 2025Q1: 10,727 shares; 2025Q2: 10,935 shares; 2025Q3: 11,397 shares; 2025Q4: 11,354 shares; 2026Q1: 10,140 shares 10,140 $1.27M 0.47% -1,214 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: 4,354 shares; 2024Q4: 4,196 shares; 2025Q1: 4,409 shares; 2025Q2: 4,094 shares; 2025Q3: 4,086 shares; 2025Q4: 3,762 shares; 2026Q1: 3,823 shares 3,823 $1.26M 0.46% +61 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,379 shares 11,379 $1.26M 0.46% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,869 shares 7,869 $1.26M 0.46% 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: 1,719 shares; 2024Q4: 1,759 shares; 2025Q1: 1,780 shares; 2025Q2: 1,829 shares; 2025Q3: 2,600 shares; 2025Q4: 2,615 shares; 2026Q1: 2,614 shares 2,614 $1.25M 0.46% -1 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: 4,418 shares; 2024Q4: 4,797 shares; 2025Q1: 5,519 shares; 2025Q2: 5,223 shares; 2025Q3: 5,265 shares; 2025Q4: 5,066 shares; 2026Q1: 5,015 shares 5,015 $1.23M 0.45% -51 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: 15,599 shares; 2026Q1: 16,042 shares 16,042 $1.18M 0.44% +443 Timeline TALV 2023 ETF SERIES TRUST More: the full row for 2023 ETF 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: 46,960 shares 46,960 $1.18M 0.44% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,948 shares; 2026Q1: 24,589 shares 24,589 $1.14M 0.42% +7,641 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 874 shares; 2025Q1: 851 shares; 2025Q2: 879 shares; 2025Q3: 946 shares; 2025Q4: 1,039 shares; 2026Q1: 1,035 shares 1,035 $1.13M 0.42% -4 Timeline CPLB NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,117 shares; 2025Q2: 29,337 shares; 2025Q3: 47,886 shares; 2025Q4: 44,385 shares; 2026Q1: 53,130 shares 53,130 $1.11M 0.41% +8,745 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,854 shares; 2024Q4: 62,886 shares; 2025Q1: 66,201 shares; 2025Q2: 49,982 shares; 2025Q3: 51,851 shares; 2025Q4: 40,510 shares; 2026Q1: 17,726 shares 17,726 $1.11M 0.41% -22,784 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,324 shares; 2025Q4: 35,399 shares; 2026Q1: 32,901 shares 32,901 $1.11M 0.41% -2,498 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: 1,024 shares; 2024Q4: 1,242 shares; 2025Q1: 1,182 shares; 2025Q2: 1,228 shares; 2025Q3: 6,780 shares; 2025Q4: 6,879 shares; 2026Q1: 5,698 shares 5,698 $1.06M 0.39% -1,181 Timeline AFMC 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: 22,130 shares; 2024Q4: 23,792 shares; 2025Q1: 25,278 shares; 2025Q2: 27,000 shares; 2025Q3: 28,480 shares; 2025Q4: 29,217 shares; 2026Q1: 29,473 shares 29,473 $1.05M 0.39% +256 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: 5,707 shares; 2024Q4: 6,864 shares; 2025Q1: 6,904 shares; 2025Q2: 6,936 shares; 2025Q3: 7,439 shares; 2025Q4: 3,587 shares; 2026Q1: 3,712 shares 3,712 $1.02M 0.38% +125 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION 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: 2,840 shares 2,840 $1.02M 0.38% 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: 1,389 shares; 2024Q4: 1,344 shares; 2025Q1: 1,354 shares; 2025Q2: 1,367 shares; 2025Q3: 2,028 shares; 2025Q4: 2,839 shares; 2026Q1: 3,173 shares 3,173 $1.02M 0.38% +334 Timeline FLCV FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,190 shares; 2025Q1: 31,612 shares; 2025Q2: 31,223 shares; 2025Q3: 30,905 shares; 2025Q4: 31,164 shares; 2026Q1: 31,622 shares 31,622 $996K 0.37% +458 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30,874 shares; 2025Q1: 29,303 shares; 2025Q2: 31,346 shares; 2025Q3: 38,846 shares; 2025Q4: 36,385 shares; 2026Q1: 38,295 shares 38,295 $963K 0.36% +1,910 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,856 shares; 2025Q4: 24,979 shares; 2026Q1: 30,051 shares 30,051 $959K 0.35% +5,072 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: 8,824 shares; 2024Q4: 8,792 shares; 2025Q1: 8,403 shares; 2025Q2: 7,152 shares; 2025Q3: 6,809 shares; 2025Q4: 6,992 shares; 2026Q1: 7,667 shares 7,667 $953K 0.35% +675 Timeline SECR NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE 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: 7,860 shares; 2025Q3: 20,759 shares; 2025Q4: 23,996 shares; 2026Q1: 36,619 shares 36,619 $939K 0.35% +12,623 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: 4,483 shares; 2024Q4: 4,884 shares; 2025Q1: 4,958 shares; 2025Q2: 4,439 shares; 2025Q3: 4,439 shares; 2025Q4: 3,205 shares; 2026Q1: 3,235 shares 3,235 $928K 0.34% +30 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995 shares; 2024Q4: 2,281 shares; 2025Q1: 2,243 shares; 2025Q2: 2,289 shares; 2025Q3: 2,439 shares; 2025Q4: 2,643 shares; 2026Q1: 2,713 shares 2,713 $918K 0.34% +70 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,843 shares; 2025Q2: 11,352 shares; 2025Q3: 13,389 shares; 2025Q4: 12,865 shares; 2026Q1: 12,603 shares 12,603 $905K 0.33% -262 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,751 shares; 2025Q2: 17,031 shares; 2025Q3: 17,749 shares; 2025Q4: 17,066 shares; 2026Q1: 18,168 shares 18,168 $899K 0.33% +1,102 Timeline ZS ZSCALER INC More: the full row for ZSCALER 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: 6,487 shares; 2025Q3: 6,487 shares; 2025Q4: 6,484 shares; 2026Q1: 6,268 shares 6,268 $879K 0.32% -216 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: 1,323 shares; 2024Q4: 1,483 shares; 2025Q1: 1,478 shares; 2025Q2: 1,734 shares; 2025Q3: 1,789 shares; 2025Q4: 1,782 shares; 2026Q1: 1,728 shares 1,728 $863K 0.32% -54 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: 3,681 shares; 2024Q4: 3,908 shares; 2025Q1: 3,898 shares; 2025Q2: 3,882 shares; 2025Q3: 3,969 shares; 2025Q4: 4,026 shares; 2026Q1: 4,155 shares 4,155 $860K 0.32% +129 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: 2,109 shares; 2024Q4: 2,064 shares; 2025Q1: 2,158 shares; 2025Q2: 2,154 shares; 2025Q3: 2,167 shares; 2025Q4: 1,942 shares; 2026Q1: 1,962 shares 1,962 $844K 0.31% +20 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: 1,190 shares; 2024Q4: 1,206 shares; 2025Q1: 1,179 shares; 2025Q2: 1,392 shares; 2025Q3: 1,363 shares; 2025Q4: 1,359 shares; 2026Q1: 1,240 shares 1,240 $810K 0.3% -119 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: 1,759 shares; 2024Q4: 1,744 shares; 2025Q1: 1,784 shares; 2025Q2: 1,605 shares; 2025Q3: 1,758 shares; 2025Q4: 1,781 shares; 2026Q1: 1,787 shares 1,787 $781K 0.29% +6 Timeline SDVY 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: 35,581 shares; 2024Q4: 12,715 shares; 2025Q1: 15,280 shares; 2025Q2: 16,883 shares; 2025Q3: 15,673 shares; 2025Q4: 15,881 shares; 2026Q1: 19,307 shares 19,307 $761K 0.28% +3,426 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: 901 shares; 2024Q4: 1,020 shares; 2025Q1: 1,083 shares; 2025Q2: 1,074 shares; 2025Q3: 1,185 shares; 2025Q4: 1,279 shares; 2026Q1: 1,342 shares 1,342 $756K 0.28% +63 Timeline PPA 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: 4,672 shares; 2024Q4: 4,589 shares; 2025Q1: 4,305 shares; 2025Q2: 4,280 shares; 2025Q3: 4,280 shares; 2025Q4: 4,281 shares; 2026Q1: 4,531 shares 4,531 $751K 0.28% +250 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,152 shares; 2024Q4: 44,386 shares; 2025Q1: 48,742 shares; 2025Q2: 51,640 shares; 2025Q3: 55,517 shares; 2025Q4: 13,471 shares; 2026Q1: 13,200 shares 13,200 $748K 0.28% -271 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: 11,550 shares; 2025Q1: 11,535 shares; 2025Q2: 10,856 shares; 2025Q3: 10,055 shares; 2025Q4: 9,860 shares; 2026Q1: 9,880 shares 9,880 $739K 0.27% +20 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,433 shares; 2026Q1: 10,786 shares 10,786 $736K 0.27% +7,353 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: 1,733 shares; 2024Q4: 1,908 shares; 2025Q1: 1,920 shares; 2025Q2: 2,272 shares; 2025Q3: 2,445 shares; 2025Q4: 2,548 shares; 2026Q1: 2,677 shares 2,677 $724K 0.27% +129 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,509 shares; 2024Q4: 26,840 shares; 2025Q1: 33,978 shares; 2025Q2: 34,756 shares; 2025Q3: 35,398 shares; 2025Q4: 13,612 shares; 2026Q1: 13,920 shares 13,920 $688K 0.25% +308 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: 11,392 shares; 2024Q4: 13,596 shares; 2025Q1: 9,931 shares; 2025Q2: 12,306 shares; 2025Q3: 12,098 shares; 2025Q4: 11,608 shares; 2026Q1: 8,584 shares 8,584 $679K 0.25% -3,024 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,578 shares; 2024Q4: 17,477 shares; 2025Q1: 17,397 shares; 2025Q2: 17,240 shares; 2025Q3: 18,594 shares; 2025Q4: 20,091 shares; 2026Q1: 20,768 shares 20,768 $658K 0.24% +677 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 44,595 shares; 2025Q1: 42,595 shares; 2025Q2: 42,295 shares; 2025Q3: 38,344 shares; 2025Q4: 38,344 shares; 2026Q1: 38,344 shares 38,344 $655K 0.24% 0 Timeline RDIV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,308 shares; 2025Q1: 6,885 shares; 2025Q2: 9,585 shares; 2025Q3: 9,533 shares; 2025Q4: 11,939 shares; 2026Q1: 11,542 shares 11,542 $642K 0.24% -397 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: 5,158 shares; 2024Q4: 5,165 shares; 2025Q1: 5,158 shares; 2025Q2: 5,160 shares; 2025Q3: 5,164 shares; 2025Q4: 5,165 shares; 2026Q1: 5,165 shares 5,165 $624K 0.23% 0 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,217 shares; 2025Q2: 18,401 shares; 2025Q3: 19,293 shares; 2025Q4: 20,831 shares; 2026Q1: 21,609 shares 21,609 $573K 0.21% +778 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,582 shares; 2024Q4: 5,483 shares; 2025Q1: 5,481 shares; 2025Q2: 5,498 shares; 2025Q3: 5,855 shares; 2025Q4: 6,284 shares; 2026Q1: 6,465 shares 6,465 $566K 0.21% +181 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,396 shares; 2026Q1: 14,166 shares 14,166 $564K 0.21% -230 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,793 shares; 2025Q1: 2,794 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 2,795 shares; 2026Q1: 2,832 shares 2,832 $559K 0.21% +37 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: 4,078 shares; 2024Q4: 4,185 shares; 2025Q1: 4,244 shares; 2025Q2: 3,880 shares; 2025Q3: 3,885 shares; 2025Q4: 3,740 shares; 2026Q1: 3,843 shares 3,843 $555K 0.21% +103 Timeline EMLP 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: 9,655 shares; 2024Q4: 10,199 shares; 2025Q1: 10,377 shares; 2025Q2: 9,976 shares; 2025Q3: 9,607 shares; 2025Q4: 12,363 shares; 2026Q1: 12,413 shares 12,413 $542K 0.2% +50 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: 2,184 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,184 shares; 2025Q4: 2,184 shares; 2026Q1: 2,184 shares 2,184 $520K 0.19% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,036 shares; 2024Q4: 48,184 shares; 2025Q1: 51,134 shares; 2025Q2: 54,595 shares; 2025Q3: 55,994 shares; 2025Q4: 9,080 shares; 2026Q1: 9,328 shares 9,328 $518K 0.19% +248 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,510 shares; 2025Q1: 2,431 shares; 2025Q2: 2,303 shares; 2025Q3: 2,302 shares; 2025Q4: 2,107 shares; 2026Q1: 2,135 shares 2,135 $518K 0.19% +28 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,925 shares; 2025Q3: 8,254 shares; 2025Q4: 8,922 shares; 2026Q1: 12,487 shares 12,487 $506K 0.19% +3,565 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: 6,684 shares; 2024Q4: 6,727 shares; 2025Q1: 6,527 shares; 2025Q2: 6,159 shares; 2025Q3: 6,161 shares; 2025Q4: 6,687 shares; 2026Q1: 6,488 shares 6,488 $503K 0.19% -199 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: 2,423 shares; 2025Q3: 2,663 shares; 2025Q4: 5,714 shares; 2026Q1: 4,147 shares 4,147 $492K 0.18% -1,567 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651 shares; 2024Q4: 800 shares; 2025Q1: 777 shares; 2025Q2: 777 shares; 2025Q3: 840 shares; 2025Q4: 4,486 shares; 2026Q1: 4,600 shares 4,600 $481K 0.18% +114 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,434 shares; 2024Q4: 6,464 shares; 2025Q1: 6,485 shares; 2025Q2: 5,245 shares; 2025Q3: 5,155 shares; 2025Q4: 4,911 shares; 2026Q1: 4,945 shares 4,945 $477K 0.18% +34 Timeline QJUN 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: 174,641 shares; 2024Q4: 161,462 shares; 2025Q1: 14,938 shares; 2025Q2: 14,930 shares; 2025Q3: 14,930 shares; 2025Q4: 14,930 shares; 2026Q1: 14,837 shares 14,837 $464K 0.17% -93 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 394 shares; 2025Q4: 465 shares; 2026Q1: 529 shares 529 $448K 0.17% +64 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259 shares; 2024Q4: 284 shares; 2025Q1: 302 shares; 2025Q2: 302 shares; 2025Q3: 357 shares; 2025Q4: 396 shares; 2026Q1: 427 shares 427 $419K 0.15% +31 Timeline PAYR FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,786 shares 7,786 $417K 0.15% new 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: 474 shares; 2024Q4: 567 shares; 2025Q1: 572 shares; 2025Q2: 564 shares; 2025Q3: 613 shares; 2025Q4: 659 shares; 2026Q1: 684 shares 684 $403K 0.15% +25 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,472 shares; 2025Q2: 1,639 shares; 2025Q3: 1,660 shares; 2025Q4: 1,670 shares; 2026Q1: 1,670 shares 1,670 $395K 0.15% 0 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: 230 shares; 2024Q4: 274 shares; 2025Q1: 283 shares; 2025Q2: 280 shares; 2025Q3: 296 shares; 2025Q4: 321 shares; 2026Q1: 334 shares 334 $387K 0.14% +13 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,917 shares; 2024Q4: 1,919 shares; 2025Q1: 1,924 shares; 2025Q2: 1,925 shares; 2025Q3: 1,947 shares; 2025Q4: 1,948 shares; 2026Q1: 1,857 shares 1,857 $367K 0.14% -91 Timeline HEGD 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: 9,797 shares; 2025Q2: 15,499 shares; 2025Q3: 14,897 shares; 2025Q4: 14,391 shares; 2026Q1: 14,589 shares 14,589 $360K 0.13% +198 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: not reported; 2024Q4: 2,609 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,071 shares; 2026Q1: 3,476 shares 3,476 $348K 0.13% +405 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: 1,942 shares; 2024Q4: 2,243 shares; 2025Q1: 2,254 shares; 2025Q2: 2,058 shares; 2025Q3: 2,071 shares; 2025Q4: 2,071 shares; 2026Q1: 2,031 shares 2,031 $345K 0.13% -40 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 813 shares; 2025Q1: 794 shares; 2025Q2: 807 shares; 2025Q3: 868 shares; 2025Q4: 927 shares; 2026Q1: 960 shares 960 $344K 0.13% +33 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: 423 shares; 2024Q4: 423 shares; 2025Q1: 389 shares; 2025Q2: 344 shares; 2025Q3: 351 shares; 2025Q4: 365 shares; 2026Q1: 381 shares 381 $341K 0.13% +16 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,817 shares; 2025Q3: 3,000 shares; 2025Q4: 2,944 shares; 2026Q1: 4,471 shares 4,471 $336K 0.12% +1,527 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,428 shares; 2024Q4: 1,426 shares; 2025Q1: 1,420 shares; 2025Q2: 1,320 shares; 2025Q3: 1,320 shares; 2025Q4: 1,320 shares; 2026Q1: 1,320 shares 1,320 $335K 0.12% 0 Timeline PSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,224 shares; 2025Q3: 22,256 shares; 2025Q4: 6,700 shares; 2026Q1: 6,700 shares 6,700 $332K 0.12% 0 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,381 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 799 shares; 2026Q1: 801 shares 801 $326K 0.12% +2 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: not reported; 2025Q2: not reported; 2025Q3: 4,160 shares; 2025Q4: 6,391 shares; 2026Q1: 6,439 shares 6,439 $324K 0.12% +48 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER 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: 6,298 shares; 2025Q4: 7,957 shares; 2026Q1: 10,123 shares 10,123 $315K 0.12% +2,166 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: not reported; 2024Q4: 3,177 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,389 shares 3,389 $311K 0.11% new 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: not reported; 2024Q4: 2,484 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,791 shares 2,791 $308K 0.11% new Timeline ACYN 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: not reported; 2026Q1: 15,008 shares 15,008 $306K 0.11% new Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,201 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,047 shares 3,047 $305K 0.11% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 665 shares; 2025Q4: 794 shares; 2026Q1: 871 shares 871 $301K 0.11% +77 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: 2,910 shares; 2024Q4: 3,384 shares; 2025Q1: 4,163 shares; 2025Q2: 3,809 shares; 2025Q3: 3,957 shares; 2025Q4: 3,823 shares; 2026Q1: 3,937 shares 3,937 $299K 0.11% +114 Timeline RCTR 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: 8,557 shares; 2026Q1: 8,564 shares 8,564 $298K 0.11% +7 Timeline GJUN 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: 78,496 shares; 2024Q4: 74,567 shares; 2025Q1: 7,561 shares; 2025Q2: 7,556 shares; 2025Q3: 7,556 shares; 2025Q4: 7,556 shares; 2026Q1: 7,520 shares 7,520 $296K 0.11% -36 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,310 shares; 2025Q1: 2,260 shares; 2025Q2: 2,201 shares; 2025Q3: 2,248 shares; 2025Q4: 2,448 shares; 2026Q1: 2,453 shares 2,453 $291K 0.11% +5 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: 783 shares; 2024Q4: 783 shares; 2025Q1: 783 shares; 2025Q2: 783 shares; 2025Q3: 782 shares; 2025Q4: 783 shares; 2026Q1: 783 shares 783 $290K 0.11% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 602 shares; 2024Q4: 915 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 386 shares 386 $285K 0.11% new Timeline LGLV 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: 1,621 shares; 2025Q3: 1,596 shares; 2025Q4: 1,596 shares; 2026Q1: 1,596 shares 1,596 $284K 0.1% 0 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: 513 shares; 2024Q4: 599 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $283K 0.1% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,895 shares 5,895 $277K 0.1% new Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 5,436 shares; 2026Q1: 6,916 shares 6,916 $275K 0.1% +1,480 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: 1,142 shares; 2024Q4: 1,143 shares; 2025Q1: 1,144 shares; 2025Q2: 1,104 shares; 2025Q3: 1,104 shares; 2025Q4: 1,105 shares; 2026Q1: 1,106 shares 1,106 $274K 0.1% +1 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: not reported; 2025Q3: not reported; 2025Q4: 809 shares; 2026Q1: 889 shares 889 $269K 0.1% +80 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,244 shares; 2025Q2: 6,525 shares; 2025Q3: 6,753 shares; 2025Q4: 6,835 shares; 2026Q1: 6,584 shares 6,584 $265K 0.1% -251 Timeline TFPN 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: not reported; 2025Q3: not reported; 2025Q4: 7,908 shares; 2026Q1: 9,235 shares 9,235 $257K 0.09% +1,327 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,647 shares; 2025Q3: 1,647 shares; 2025Q4: 1,697 shares; 2026Q1: 1,672 shares 1,672 $253K 0.09% -25 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 2,658 shares; 2025Q1: 2,415 shares; 2025Q2: 2,614 shares; 2025Q3: 2,444 shares; 2025Q4: 2,348 shares; 2026Q1: 2,266 shares 2,266 $252K 0.09% -82 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: 8,966 shares; 2024Q4: 7,491 shares; 2025Q1: 7,491 shares; 2025Q2: 7,491 shares; 2025Q3: 7,491 shares; 2025Q4: 7,491 shares; 2026Q1: 7,341 shares 7,341 $248K 0.09% -150 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,896 shares; 2025Q2: 1,920 shares; 2025Q3: 1,889 shares; 2025Q4: not reported; 2026Q1: 1,863 shares 1,863 $244K 0.09% 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: 320 shares; 2024Q4: 309 shares; 2025Q1: 383 shares; 2025Q2: 348 shares; 2025Q3: 401 shares; 2025Q4: 2,608 shares; 2026Q1: 2,510 shares 2,510 $241K 0.09% -98 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: 688 shares; 2024Q4: 710 shares; 2025Q1: 565 shares; 2025Q2: 584 shares; 2025Q3: 583 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $241K 0.09% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,737 shares; 2024Q4: not reported; 2025Q1: 9,288 shares; 2025Q2: 8,341 shares; 2025Q3: 8,118 shares; 2025Q4: 7,170 shares; 2026Q1: 5,211 shares 5,211 $238K 0.09% -1,959 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,844 shares; 2024Q4: 139,391 shares; 2025Q1: 267,843 shares; 2025Q2: 186,547 shares; 2025Q3: 187,151 shares; 2025Q4: 12,931 shares; 2026Q1: 12,140 shares 12,140 $236K 0.09% -791 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,017 shares; 2025Q2: not reported; 2025Q3: 2,023 shares; 2025Q4: 2,027 shares; 2026Q1: 2,077 shares 2,077 $228K 0.08% +50 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 1,044 shares 1,044 $226K 0.08% new Timeline FXN 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: 15,974 shares; 2024Q4: 16,057 shares; 2025Q1: 11,796 shares; 2025Q2: 11,867 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,991 shares 9,991 $224K 0.08% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,259 shares; 2024Q4: 3,495 shares; 2025Q1: 3,673 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,041 shares; 2026Q1: 3,193 shares 3,193 $224K 0.08% +152 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,550 shares; 2024Q4: 34,100 shares; 2025Q1: 31,750 shares; 2025Q2: 24,700 shares; 2025Q3: 19,400 shares; 2025Q4: 16,000 shares; 2026Q1: 15,700 shares 15,700 $223K 0.08% -300 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413 shares; 2024Q4: 2,256 shares; 2025Q1: 2,194 shares; 2025Q2: 2,085 shares; 2025Q3: 2,072 shares; 2025Q4: 2,082 shares; 2026Q1: 2,139 shares 2,139 $220K 0.08% +57 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,121 shares; 2024Q4: 3,014 shares; 2025Q1: 3,116 shares; 2025Q2: 2,957 shares; 2025Q3: 2,958 shares; 2025Q4: not reported; 2026Q1: 2,794 shares 2,794 $217K 0.08% new Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,907 shares; 2024Q4: 21,036 shares; 2025Q1: 12,344 shares; 2025Q2: 12,950 shares; 2025Q3: 13,931 shares; 2025Q4: 14,927 shares; 2026Q1: 1,981 shares 1,981 $217K 0.08% -12,946 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 7,457 shares 7,457 $214K 0.08% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,409 shares 2,409 $213K 0.08% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $211K 0.08% 0 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: 652 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares 666 $207K 0.08% new 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: not reported; 2024Q4: 706 shares; 2025Q1: 691 shares; 2025Q2: not reported; 2025Q3: 730 shares; 2025Q4: 874 shares; 2026Q1: 1,007 shares 1,007 $205K 0.08% +133 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: 346 shares; 2024Q4: 446 shares; 2025Q1: 479 shares; 2025Q2: 470 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 337 shares 337 $204K 0.08% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,650 shares; 2025Q1: 10,050 shares; 2025Q2: 10,550 shares; 2025Q3: 10,900 shares; 2025Q4: 10,250 shares; 2026Q1: 10,550 shares 10,550 $204K 0.08% +300 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,700 shares; 2025Q1: 23,900 shares; 2025Q2: 25,500 shares; 2025Q3: 24,400 shares; 2025Q4: 24,400 shares; 2026Q1: 24,400 shares 24,400 $147K 0.05% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,385 shares; 2024Q4: 11,385 shares; 2025Q1: 12,295 shares; 2025Q2: 12,295 shares; 2025Q3: 12,295 shares; 2025Q4: 12,295 shares; 2026Q1: 12,295 shares 12,295 $105K 0.04% 0 Timeline PNNT PENNANTPARK INVTS CORP More: the full row for PENNANTPARK INVTS 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: 11,500 shares 11,500 $51.6K 0.02% new Timeline HTCR HEARTCORE ENTERPRISES INC More: the full row for HEARTCORE ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,000 shares; 2024Q4: 89,000 shares; 2025Q1: 46,500 shares; 2025Q2: 21,500 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $3.37K <0.01% 0 Timeline