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: 563,836 shares; 2024Q4: 580,022 shares; 2025Q1: 676,866 shares; 2025Q2: 741,003 shares; 2025Q3: 810,673 shares; 2025Q4: 877,055 shares; 2026Q1: 927,578 shares 927,578 $59.4M 11.73% +50,523 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: 129,970 shares; 2024Q4: 126,978 shares; 2025Q1: 140,257 shares; 2025Q2: 137,608 shares; 2025Q3: 145,539 shares; 2025Q4: 158,259 shares; 2026Q1: 179,270 shares 179,270 $57.5M 11.35% +21,011 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: 38,273 shares; 2024Q4: 37,823 shares; 2025Q1: 46,164 shares; 2025Q2: 56,247 shares; 2025Q3: 57,358 shares; 2025Q4: 61,971 shares; 2026Q1: 65,142 shares 65,142 $28.5M 5.62% +3,171 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,228 shares; 2024Q4: 64,193 shares; 2025Q1: 79,664 shares; 2025Q2: 99,015 shares; 2025Q3: 116,485 shares; 2025Q4: 129,239 shares; 2026Q1: 131,636 shares 131,636 $25.8M 5.1% +2,397 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: 113,837 shares; 2024Q4: 113,239 shares; 2025Q1: 126,159 shares; 2025Q2: 125,958 shares; 2025Q3: 141,420 shares; 2025Q4: 153,081 shares; 2026Q1: 168,652 shares 168,652 $18.6M 3.68% +15,571 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,190 shares; 2024Q4: 174,616 shares; 2025Q1: 192,826 shares; 2025Q2: 189,687 shares; 2025Q3: 199,228 shares; 2025Q4: 210,538 shares; 2026Q1: 229,933 shares 229,933 $18.5M 3.66% +19,395 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: 168,249 shares; 2024Q4: 166,745 shares; 2025Q1: 182,211 shares; 2025Q2: 179,983 shares; 2025Q3: 193,799 shares; 2025Q4: 208,788 shares; 2026Q1: 229,676 shares 229,676 $18.5M 3.65% +20,888 Timeline GJAN 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: 798,514 shares; 2024Q4: 774,813 shares; 2025Q1: 696,859 shares; 2025Q2: 554,968 shares; 2025Q3: 515,808 shares; 2025Q4: 481,783 shares; 2026Q1: 436,310 shares 436,310 $18.3M 3.61% -45,473 Timeline FFEB 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: 212,681 shares; 2024Q4: 203,297 shares; 2025Q1: 235,898 shares; 2025Q2: 232,806 shares; 2025Q3: 220,212 shares; 2025Q4: 218,532 shares; 2026Q1: 248,092 shares 248,092 $13.9M 2.73% +29,560 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: 99,582 shares; 2024Q4: 101,942 shares; 2025Q1: 127,603 shares; 2025Q2: 157,027 shares; 2025Q3: 185,426 shares; 2025Q4: 205,349 shares; 2026Q1: 212,020 shares 212,020 $11.5M 2.26% +6,671 Timeline DSEP 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: 349,556 shares; 2024Q4: 388,226 shares; 2025Q1: 354,509 shares; 2025Q2: 270,719 shares; 2025Q3: 270,888 shares; 2025Q4: 241,562 shares; 2026Q1: 227,985 shares 227,985 $10M 1.98% -13,577 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,950 shares; 2024Q4: 148,595 shares; 2025Q1: 159,678 shares; 2025Q2: 155,535 shares; 2025Q3: 160,612 shares; 2025Q4: 169,616 shares; 2026Q1: 184,145 shares 184,145 $9.72M 1.92% +14,529 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,684 shares; 2024Q4: 81,968 shares; 2025Q1: 89,148 shares; 2025Q2: 86,154 shares; 2025Q3: 85,182 shares; 2025Q4: 89,993 shares; 2026Q1: 97,067 shares 97,067 $9.69M 1.91% +7,074 Timeline DOCT 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: 218,842 shares; 2024Q4: 557,144 shares; 2025Q1: 487,070 shares; 2025Q2: 320,476 shares; 2025Q3: 301,577 shares; 2025Q4: 262,835 shares; 2026Q1: 220,497 shares 220,497 $9.58M 1.89% -42,338 Timeline FMAY 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: 213,927 shares; 2024Q4: 211,367 shares; 2025Q1: 212,402 shares; 2025Q2: 158,221 shares; 2025Q3: 178,324 shares; 2025Q4: 170,592 shares; 2026Q1: 166,350 shares 166,350 $8.78M 1.73% -4,242 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: 205,503 shares; 2024Q4: 204,949 shares; 2025Q1: 226,336 shares; 2025Q2: 224,548 shares; 2025Q3: 254,642 shares; 2025Q4: 279,385 shares; 2026Q1: 314,019 shares 314,019 $8.35M 1.65% +34,634 Timeline FJUL 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: 113,372 shares; 2024Q4: 122,907 shares; 2025Q1: 122,915 shares; 2025Q2: 118,606 shares; 2025Q3: 146,925 shares; 2025Q4: 142,154 shares; 2026Q1: 140,378 shares 140,378 $7.68M 1.52% -1,776 Timeline FSEP 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: 136,414 shares; 2024Q4: 149,221 shares; 2025Q1: 141,230 shares; 2025Q2: 133,418 shares; 2025Q3: 140,437 shares; 2025Q4: 138,780 shares; 2026Q1: 137,965 shares 137,965 $6.94M 1.37% -815 Timeline FMAR 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: 107,822 shares; 2024Q4: 105,000 shares; 2025Q1: 108,815 shares; 2025Q2: 121,610 shares; 2025Q3: 128,656 shares; 2025Q4: 127,466 shares; 2026Q1: 143,113 shares 143,113 $6.94M 1.37% +15,647 Timeline FOCT 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: 119,558 shares; 2024Q4: 106,512 shares; 2025Q1: 106,109 shares; 2025Q2: 82,707 shares; 2025Q3: 80,007 shares; 2025Q4: 146,285 shares; 2026Q1: 145,024 shares 145,024 $6.91M 1.36% -1,261 Timeline FAPR 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: 97,818 shares; 2024Q4: 95,618 shares; 2025Q1: 92,187 shares; 2025Q2: 165,439 shares; 2025Q3: 158,801 shares; 2025Q4: 155,085 shares; 2026Q1: 153,311 shares 153,311 $6.88M 1.36% -1,774 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: 12,170 shares; 2024Q4: 12,271 shares; 2025Q1: 15,466 shares; 2025Q2: 19,526 shares; 2025Q3: 22,566 shares; 2025Q4: 25,138 shares; 2026Q1: 25,982 shares 25,982 $6.81M 1.34% +844 Timeline DMAY 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: 253,363 shares; 2024Q4: 248,363 shares; 2025Q1: 230,499 shares; 2025Q2: 186,195 shares; 2025Q3: 166,302 shares; 2025Q4: 157,506 shares; 2026Q1: 150,530 shares 150,530 $6.76M 1.33% -6,976 Timeline FAUG 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: 115,512 shares; 2024Q4: 117,245 shares; 2025Q1: 117,853 shares; 2025Q2: 117,249 shares; 2025Q3: 126,961 shares; 2025Q4: 123,784 shares; 2026Q1: 122,730 shares 122,730 $6.36M 1.25% -1,054 Timeline FJAN 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: 85,586 shares; 2024Q4: 82,238 shares; 2025Q1: 90,592 shares; 2025Q2: 82,005 shares; 2025Q3: 77,040 shares; 2025Q4: 70,176 shares; 2026Q1: 122,181 shares 122,181 $6.16M 1.22% +52,005 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: 47,604 shares; 2024Q4: 46,712 shares; 2025Q1: 44,030 shares; 2025Q2: 27,260 shares; 2025Q3: 23,799 shares; 2025Q4: 24,243 shares; 2026Q1: 24,146 shares 24,146 $6.13M 1.21% -97 Timeline FNOV 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: 89,193 shares; 2024Q4: 82,671 shares; 2025Q1: 79,912 shares; 2025Q2: 73,011 shares; 2025Q3: 71,311 shares; 2025Q4: 94,828 shares; 2026Q1: 94,496 shares 94,496 $5.05M 1% -332 Timeline DJUL 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: 165,960 shares; 2024Q4: 173,128 shares; 2025Q1: 169,466 shares; 2025Q2: 159,132 shares; 2025Q3: 140,358 shares; 2025Q4: 109,046 shares; 2026Q1: 107,210 shares 107,210 $5.01M 0.99% -1,836 Timeline DNOV 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: 173,543 shares; 2024Q4: 153,524 shares; 2025Q1: 138,755 shares; 2025Q2: 134,990 shares; 2025Q3: 124,515 shares; 2025Q4: 100,762 shares; 2026Q1: 100,760 shares 100,760 $4.83M 0.95% -2 Timeline DAUG 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: 152,808 shares; 2024Q4: 148,801 shares; 2025Q1: 129,101 shares; 2025Q2: 126,182 shares; 2025Q3: 121,220 shares; 2025Q4: 115,056 shares; 2026Q1: 106,919 shares 106,919 $4.66M 0.92% -8,137 Timeline DDEC 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: 117,252 shares; 2024Q4: 108,173 shares; 2025Q1: 113,293 shares; 2025Q2: 112,689 shares; 2025Q3: 111,160 shares; 2025Q4: 113,544 shares; 2026Q1: 102,437 shares 102,437 $4.54M 0.9% -11,107 Timeline FDEC 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: 75,283 shares; 2024Q4: 60,950 shares; 2025Q1: 79,835 shares; 2025Q2: 75,601 shares; 2025Q3: 70,869 shares; 2025Q4: 81,687 shares; 2026Q1: 81,572 shares 81,572 $4.06M 0.8% -115 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: 4,664 shares; 2024Q4: 4,573 shares; 2025Q1: 4,348 shares; 2025Q2: 4,686 shares; 2025Q3: 4,843 shares; 2025Q4: 4,634 shares; 2026Q1: 5,556 shares 5,556 $3.63M 0.72% +922 Timeline FJUN 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: 102,512 shares; 2024Q4: 67,514 shares; 2025Q1: 66,551 shares; 2025Q2: 63,736 shares; 2025Q3: 65,750 shares; 2025Q4: 63,970 shares; 2026Q1: 63,596 shares 63,596 $3.59M 0.71% -374 Timeline DJUN 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: 131,078 shares; 2024Q4: 127,546 shares; 2025Q1: 114,016 shares; 2025Q2: 95,371 shares; 2025Q3: 79,253 shares; 2025Q4: 78,433 shares; 2026Q1: 72,386 shares 72,386 $3.4M 0.67% -6,047 Timeline DFEB 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: 52,112 shares; 2024Q4: 51,234 shares; 2025Q1: 63,687 shares; 2025Q2: 60,058 shares; 2025Q3: 60,460 shares; 2025Q4: 58,972 shares; 2026Q1: 55,407 shares 55,407 $2.62M 0.52% -3,565 Timeline XMAR 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: 474,211 shares; 2024Q4: 161,850 shares; 2025Q1: 142,106 shares; 2025Q2: 93,557 shares; 2025Q3: 92,125 shares; 2025Q4: 87,723 shares; 2026Q1: 58,950 shares 58,950 $2.39M 0.47% -28,773 Timeline DJAN 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: 33,270 shares; 2024Q4: 31,808 shares; 2025Q1: 50,303 shares; 2025Q2: 44,750 shares; 2025Q3: 44,089 shares; 2025Q4: 40,094 shares; 2026Q1: 44,328 shares 44,328 $1.89M 0.37% +4,234 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: 9,490 shares; 2024Q4: 9,135 shares; 2025Q1: 9,051 shares; 2025Q2: 9,867 shares; 2025Q3: 9,002 shares; 2025Q4: 9,789 shares; 2026Q1: 10,024 shares 10,024 $1.7M 0.34% +235 Timeline DMAR 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: 42,956 shares; 2024Q4: 42,796 shares; 2025Q1: 32,716 shares; 2025Q2: 33,395 shares; 2025Q3: 29,984 shares; 2025Q4: 26,523 shares; 2026Q1: 37,610 shares 37,610 $1.59M 0.31% +11,087 Timeline DAPR 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: 33,216 shares; 2024Q4: 32,780 shares; 2025Q1: 24,599 shares; 2025Q2: 44,945 shares; 2025Q3: 40,561 shares; 2025Q4: 39,532 shares; 2026Q1: 39,466 shares 39,466 $1.57M 0.31% -66 Timeline GMAR 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: 82,182 shares; 2024Q4: 78,265 shares; 2025Q1: 62,878 shares; 2025Q2: 62,028 shares; 2025Q3: 49,482 shares; 2025Q4: 41,733 shares; 2026Q1: 33,684 shares 33,684 $1.4M 0.28% -8,049 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: 9,328 shares; 2024Q4: 9,615 shares; 2025Q1: 9,667 shares; 2025Q2: 10,174 shares; 2025Q3: 11,474 shares; 2025Q4: 12,558 shares; 2026Q1: 15,205 shares 15,205 $1.38M 0.27% +2,647 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: 4,094 shares; 2024Q4: 3,736 shares; 2025Q1: 4,538 shares; 2025Q2: 6,645 shares; 2025Q3: 6,721 shares; 2025Q4: 7,377 shares; 2026Q1: 7,372 shares 7,372 $1.29M 0.25% -5 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: 2,085 shares; 2024Q4: 1,749 shares; 2025Q1: 1,984 shares; 2025Q2: 3,138 shares; 2025Q3: 3,346 shares; 2025Q4: 3,598 shares; 2026Q1: 4,012 shares 4,012 $1.15M 0.23% +414 Timeline GNOV 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: 49,269 shares; 2024Q4: 30,113 shares; 2025Q1: 30,008 shares; 2025Q2: 30,008 shares; 2025Q3: 29,673 shares; 2025Q4: 29,568 shares; 2026Q1: 29,568 shares 29,568 $1.15M 0.23% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,010 shares; 2024Q4: 15,768 shares; 2025Q1: 16,926 shares; 2025Q2: 15,888 shares; 2025Q3: 13,703 shares; 2025Q4: 13,192 shares; 2026Q1: 12,921 shares 12,921 $1.07M 0.21% -271 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: 9,901 shares; 2024Q4: 9,708 shares; 2025Q1: 8,323 shares; 2025Q2: 9,328 shares; 2025Q3: 9,620 shares; 2025Q4: 12,647 shares; 2026Q1: 14,105 shares 14,105 $984K 0.19% +1,458 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: 1,790 shares; 2024Q4: 1,662 shares; 2025Q1: 1,917 shares; 2025Q2: 2,396 shares; 2025Q3: 2,138 shares; 2025Q4: 2,279 shares; 2026Q1: 2,427 shares 2,427 $898K 0.18% +148 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: 9,005 shares; 2024Q4: 7,208 shares; 2025Q1: 6,345 shares; 2025Q2: 6,241 shares; 2025Q3: 3,263 shares; 2025Q4: 3,350 shares; 2026Q1: 3,049 shares 3,049 $875K 0.17% -301 Timeline VGIT 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: 21,201 shares; 2024Q4: 22,524 shares; 2025Q1: 22,640 shares; 2025Q2: 20,149 shares; 2025Q3: 14,192 shares; 2025Q4: 13,788 shares; 2026Q1: 13,558 shares 13,558 $807K 0.16% -230 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: 1,175 shares; 2024Q4: 1,172 shares; 2025Q1: 1,172 shares; 2025Q2: 1,175 shares; 2025Q3: 2,908 shares; 2025Q4: 5,372 shares; 2026Q1: 4,875 shares 4,875 $797K 0.16% -497 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,927 shares; 2024Q4: 11,353 shares; 2025Q1: 11,809 shares; 2025Q2: 10,929 shares; 2025Q3: 10,609 shares; 2025Q4: 9,357 shares; 2026Q1: 10,043 shares 10,043 $787K 0.16% +686 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: 1,355 shares; 2024Q4: 1,387 shares; 2025Q1: 1,689 shares; 2025Q2: 2,176 shares; 2025Q3: 2,353 shares; 2025Q4: 2,879 shares; 2026Q1: 3,170 shares 3,170 $775K 0.15% +291 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: 322 shares; 2024Q4: 292 shares; 2025Q1: 377 shares; 2025Q2: 870 shares; 2025Q3: 1,045 shares; 2025Q4: 1,270 shares; 2026Q1: 1,320 shares 1,320 $755K 0.15% +50 Timeline NTSX 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: 29,267 shares; 2024Q4: 24,836 shares; 2025Q1: 19,766 shares; 2025Q2: 18,562 shares; 2025Q3: 17,000 shares; 2025Q4: 16,495 shares; 2026Q1: 14,125 shares 14,125 $737K 0.15% -2,370 Timeline DFGX 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: 14,764 shares; 2025Q4: 13,885 shares; 2026Q1: 13,780 shares 13,780 $723K 0.14% -105 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: 235 shares; 2024Q4: 210 shares; 2025Q1: 381 shares; 2025Q2: 719 shares; 2025Q3: 781 shares; 2025Q4: 925 shares; 2026Q1: 957 shares 957 $678K 0.13% +32 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: 4,870 shares; 2024Q4: 4,209 shares; 2025Q1: 2,882 shares; 2025Q2: 2,871 shares; 2025Q3: 2,809 shares; 2025Q4: 2,697 shares; 2026Q1: 2,697 shares 2,697 $671K 0.13% 0 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: 5,519 shares; 2024Q4: 5,263 shares; 2025Q1: 5,496 shares; 2025Q2: 6,160 shares; 2025Q3: 2,623 shares; 2025Q4: 2,920 shares; 2026Q1: 3,105 shares 3,105 $647K 0.13% +185 Timeline GDEC 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: 18,980 shares; 2024Q4: 18,778 shares; 2025Q1: 18,620 shares; 2025Q2: 18,362 shares; 2025Q3: 18,163 shares; 2025Q4: 18,424 shares; 2026Q1: 16,655 shares 16,655 $617K 0.12% -1,769 Timeline GAPR 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: 29,095 shares; 2024Q4: 29,659 shares; 2025Q1: 29,546 shares; 2025Q2: 29,546 shares; 2025Q3: 29,228 shares; 2025Q4: 20,540 shares; 2026Q1: 14,729 shares 14,729 $596K 0.12% -5,811 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 194 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 54 shares; 2025Q4: 6,461 shares; 2026Q1: 6,759 shares 6,759 $596K 0.12% +298 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: 477 shares; 2024Q4: 552 shares; 2025Q1: 920 shares; 2025Q2: 1,786 shares; 2025Q3: 1,896 shares; 2025Q4: 2,366 shares; 2026Q1: 1,979 shares 1,979 $582K 0.11% -387 Timeline GSEP 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: 16,184 shares; 2024Q4: 15,832 shares; 2025Q1: 15,786 shares; 2025Q2: 15,786 shares; 2025Q3: 21,918 shares; 2025Q4: 15,216 shares; 2026Q1: 15,192 shares 15,192 $579K 0.11% -24 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,150 shares; 2024Q4: 31,472 shares; 2025Q1: 33,072 shares; 2025Q2: 30,455 shares; 2025Q3: 12,046 shares; 2025Q4: 10,465 shares; 2026Q1: 11,566 shares 11,566 $556K 0.11% +1,101 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: 576 shares; 2024Q4: 582 shares; 2025Q1: 812 shares; 2025Q2: 1,005 shares; 2025Q3: 1,224 shares; 2025Q4: 1,693 shares; 2026Q1: 1,730 shares 1,730 $535K 0.11% +37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,326 shares; 2026Q1: 6,603 shares 6,603 $522K 0.1% +277 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: 1,386 shares; 2024Q4: 1,409 shares; 2025Q1: 1,637 shares; 2025Q2: 2,796 shares; 2025Q3: 3,183 shares; 2025Q4: 3,634 shares; 2026Q1: 4,133 shares 4,133 $514K 0.1% +499 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: 14,485 shares; 2024Q4: 13,959 shares; 2025Q1: 13,691 shares; 2025Q2: 13,153 shares; 2025Q3: 13,406 shares; 2025Q4: 13,048 shares; 2026Q1: 12,881 shares 12,881 $508K 0.1% -167 Timeline OVL 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: 15,296 shares; 2024Q4: 13,871 shares; 2025Q1: 12,363 shares; 2025Q2: 11,827 shares; 2025Q3: 11,738 shares; 2025Q4: 11,593 shares; 2026Q1: 9,957 shares 9,957 $501K 0.1% -1,636 Timeline MUNI 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: 7,413 shares; 2024Q4: 7,456 shares; 2025Q1: 7,516 shares; 2025Q2: not reported; 2025Q3: 7,710 shares; 2025Q4: 8,757 shares; 2026Q1: 9,429 shares 9,429 $492K 0.1% +672 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: 7,454 shares; 2026Q1: 7,454 shares 7,454 $488K 0.1% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145 shares; 2024Q4: 109 shares; 2025Q1: 140 shares; 2025Q2: 247 shares; 2025Q3: 235 shares; 2025Q4: 496 shares; 2026Q1: 504 shares 504 $463K 0.09% +8 Timeline GOCT 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: 2,195 shares; 2024Q4: 2,186 shares; 2025Q1: 2,177 shares; 2025Q2: 2,177 shares; 2025Q3: 2,158 shares; 2025Q4: 12,104 shares; 2026Q1: 11,897 shares 11,897 $460K 0.09% -207 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: 408 shares; 2024Q4: 511 shares; 2025Q1: 648 shares; 2025Q2: 1,145 shares; 2025Q3: 1,421 shares; 2025Q4: 1,753 shares; 2026Q1: 1,996 shares 1,996 $434K 0.09% +243 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: 14,537 shares; 2024Q4: 13,333 shares; 2025Q1: 12,649 shares; 2025Q2: 11,939 shares; 2025Q3: 10,748 shares; 2025Q4: 10,808 shares; 2026Q1: 9,312 shares 9,312 $425K 0.08% -1,496 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 7,806 shares; 2025Q1: 5,773 shares; 2025Q2: 5,888 shares; 2025Q3: 5,774 shares; 2025Q4: 5,471 shares; 2026Q1: 5,444 shares 5,444 $405K 0.08% -27 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: 51 shares; 2024Q4: 117 shares; 2025Q1: 174 shares; 2025Q2: 276 shares; 2025Q3: 292 shares; 2025Q4: 378 shares; 2026Q1: 451 shares 451 $404K 0.08% +73 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,582 shares; 2024Q4: 6,733 shares; 2025Q1: 4,504 shares; 2025Q2: 4,470 shares; 2025Q3: 4,345 shares; 2025Q4: 4,348 shares; 2026Q1: 4,167 shares 4,167 $386K 0.08% -181 Timeline WTMF 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: 17,807 shares; 2024Q4: 15,480 shares; 2025Q1: 12,691 shares; 2025Q2: 11,928 shares; 2025Q3: 11,578 shares; 2025Q4: 11,332 shares; 2026Q1: 9,720 shares 9,720 $386K 0.08% -1,612 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: 329 shares; 2024Q4: 332 shares; 2025Q1: 488 shares; 2025Q2: 830 shares; 2025Q3: 920 shares; 2025Q4: 1,033 shares; 2026Q1: 1,147 shares 1,147 $377K 0.07% +114 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 662 shares; 2024Q4: 658 shares; 2025Q1: 991 shares; 2025Q2: 1,972 shares; 2025Q3: 2,233 shares; 2025Q4: 2,545 shares; 2026Q1: 2,852 shares 2,852 $376K 0.07% +307 Timeline GCC 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: 30,737 shares; 2024Q4: 26,388 shares; 2025Q1: 20,802 shares; 2025Q2: 19,506 shares; 2025Q3: 18,372 shares; 2025Q4: 17,936 shares; 2026Q1: 15,389 shares 15,389 $368K 0.07% -2,547 Timeline DGRW 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: 6,322 shares; 2024Q4: 5,725 shares; 2025Q1: 5,142 shares; 2025Q2: 4,904 shares; 2025Q3: 4,871 shares; 2025Q4: 4,823 shares; 2026Q1: 4,192 shares 4,192 $368K 0.07% -631 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: 503 shares; 2024Q4: 481 shares; 2025Q1: 493 shares; 2025Q2: 481 shares; 2025Q3: 300 shares; 2025Q4: 365 shares; 2026Q1: 365 shares 365 $364K 0.07% 0 Timeline GJUL 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: 8,950 shares; 2024Q4: 8,932 shares; 2025Q1: 8,894 shares; 2025Q2: 8,894 shares; 2025Q3: 12,036 shares; 2025Q4: 8,972 shares; 2026Q1: 8,881 shares 8,881 $362K 0.07% -91 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: 803 shares; 2024Q4: 1,093 shares; 2025Q1: 1,574 shares; 2025Q2: 3,061 shares; 2025Q3: 3,462 shares; 2025Q4: 3,940 shares; 2026Q1: 4,586 shares 4,586 $356K 0.07% +646 Timeline XSOE 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: 15,879 shares; 2024Q4: 13,944 shares; 2025Q1: 11,933 shares; 2025Q2: 11,221 shares; 2025Q3: 10,659 shares; 2025Q4: 10,331 shares; 2026Q1: 8,766 shares 8,766 $352K 0.07% -1,565 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: 586 shares; 2024Q4: 567 shares; 2025Q1: 923 shares; 2025Q2: 1,686 shares; 2025Q3: 1,902 shares; 2025Q4: 2,168 shares; 2026Q1: 2,417 shares 2,417 $349K 0.07% +249 Timeline PPI INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,465 shares; 2024Q4: 28,111 shares; 2025Q1: 23,289 shares; 2025Q2: 21,834 shares; 2025Q3: 20,338 shares; 2025Q4: 19,665 shares; 2026Q1: 16,685 shares 16,685 $347K 0.07% -2,980 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,119 shares; 2024Q4: 17,270 shares; 2025Q1: 17,244 shares; 2025Q2: 17,244 shares; 2025Q3: 7,776 shares; 2025Q4: 7,861 shares; 2026Q1: 7,872 shares 7,872 $338K 0.07% +11 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: 479 shares; 2024Q4: 477 shares; 2025Q1: 565 shares; 2025Q2: 862 shares; 2025Q3: 812 shares; 2025Q4: 878 shares; 2026Q1: 908 shares 908 $338K 0.07% +30 Timeline AGGY 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: 10,839 shares; 2024Q4: 9,903 shares; 2025Q1: 9,122 shares; 2025Q2: 8,696 shares; 2025Q3: 9,078 shares; 2025Q4: 9,037 shares; 2026Q1: 7,737 shares 7,737 $336K 0.07% -1,300 Timeline OVB 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: 22,458 shares; 2024Q4: 20,603 shares; 2025Q1: 19,483 shares; 2025Q2: 18,600 shares; 2025Q3: 19,076 shares; 2025Q4: 19,020 shares; 2026Q1: 16,306 shares 16,306 $335K 0.07% -2,714 Timeline WTV 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: 2,572 shares; 2024Q4: 1,945 shares; 2025Q1: 4,738 shares; 2025Q2: 4,476 shares; 2025Q3: 4,148 shares; 2025Q4: 4,060 shares; 2026Q1: 3,487 shares 3,487 $330K 0.07% -573 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: 1,201 shares; 2024Q4: 1,027 shares; 2025Q1: 1,024 shares; 2025Q2: 1,197 shares; 2025Q3: 1,598 shares; 2025Q4: 1,598 shares; 2026Q1: 1,598 shares 1,598 $325K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,389 shares; 2024Q4: 2,371 shares; 2025Q1: 3,271 shares; 2025Q2: 4,928 shares; 2025Q3: 5,363 shares; 2025Q4: 5,992 shares; 2026Q1: 6,621 shares 6,621 $323K 0.06% +629 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: 7,019 shares; 2024Q4: 7,172 shares; 2025Q1: 5,891 shares; 2025Q2: 4,024 shares; 2025Q3: 4,464 shares; 2025Q4: 4,694 shares; 2026Q1: 3,463 shares 3,463 $321K 0.06% -1,231 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: 471 shares; 2024Q4: 442 shares; 2025Q1: 854 shares; 2025Q2: 1,445 shares; 2025Q3: 1,764 shares; 2025Q4: 1,950 shares; 2026Q1: 2,450 shares 2,450 $295K 0.06% +500 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,423 shares; 2026Q1: 8,423 shares 8,423 $290K 0.06% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 67 shares; 2025Q1: 125 shares; 2025Q2: 200 shares; 2025Q3: 221 shares; 2025Q4: 240 shares; 2026Q1: 290 shares 290 $279K 0.05% +50 Timeline VMBS 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: 7,201 shares; 2024Q4: 6,856 shares; 2025Q1: 5,726 shares; 2025Q2: 5,350 shares; 2025Q3: 6,319 shares; 2025Q4: 5,161 shares; 2026Q1: 5,822 shares 5,822 $273K 0.05% +661 Timeline MTGP 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: 8,858 shares; 2024Q4: 8,094 shares; 2025Q1: 7,465 shares; 2025Q2: 7,116 shares; 2025Q3: 7,113 shares; 2025Q4: 7,099 shares; 2026Q1: 6,101 shares 6,101 $270K 0.05% -998 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 290 shares; 2024Q4: 300 shares; 2025Q1: 528 shares; 2025Q2: 1,044 shares; 2025Q3: 1,174 shares; 2025Q4: 1,508 shares; 2026Q1: 1,728 shares 1,728 $268K 0.05% +220 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 937 shares; 2025Q1: 1,380 shares; 2025Q2: 2,562 shares; 2025Q3: 2,930 shares; 2025Q4: 3,281 shares; 2026Q1: 3,722 shares 3,722 $263K 0.05% +441 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: 446 shares; 2024Q4: 446 shares; 2025Q1: 446 shares; 2025Q2: 421 shares; 2025Q3: 422 shares; 2025Q4: 1,478 shares; 2026Q1: 1,207 shares 1,207 $260K 0.05% -271 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177 shares; 2024Q4: 395 shares; 2025Q1: 593 shares; 2025Q2: 931 shares; 2025Q3: 1,073 shares; 2025Q4: 1,623 shares; 2026Q1: 2,130 shares 2,130 $253K 0.05% +507 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 517 shares; 2024Q4: 507 shares; 2025Q1: 444 shares; 2025Q2: 494 shares; 2025Q3: 542 shares; 2025Q4: 1,130 shares; 2026Q1: 1,183 shares 1,183 $250K 0.05% +53 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,458 shares; 2024Q4: 1,444 shares; 2025Q1: 1,492 shares; 2025Q2: 1,783 shares; 2025Q3: 1,813 shares; 2025Q4: 1,892 shares; 2026Q1: 1,901 shares 1,901 $249K 0.05% +9 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 393 shares; 2025Q1: 550 shares; 2025Q2: 1,193 shares; 2025Q3: 1,399 shares; 2025Q4: 1,689 shares; 2026Q1: 1,877 shares 1,877 $246K 0.05% +188 Timeline FXL 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: 3,969 shares; 2024Q4: 3,969 shares; 2025Q1: 3,293 shares; 2025Q2: 2,005 shares; 2025Q3: 2,000 shares; 2025Q4: 1,518 shares; 2026Q1: 1,518 shares 1,518 $241K 0.05% 0 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: 2,416 shares; 2024Q4: 2,380 shares; 2025Q1: 2,380 shares; 2025Q2: 2,381 shares; 2025Q3: 2,321 shares; 2025Q4: 3,783 shares; 2026Q1: 3,788 shares 3,788 $237K 0.05% +5 Timeline FDN 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: 1,214 shares; 2024Q4: 1,220 shares; 2025Q1: 1,220 shares; 2025Q2: 1,220 shares; 2025Q3: 1,092 shares; 2025Q4: not reported; 2026Q1: 1,010 shares 1,010 $236K 0.05% new Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,884 shares; 2024Q4: 4,896 shares; 2025Q1: 4,223 shares; 2025Q2: 3,087 shares; 2025Q3: 3,260 shares; 2025Q4: 2,774 shares; 2026Q1: 2,559 shares 2,559 $236K 0.05% -215 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,070 shares; 2024Q4: 20,237 shares; 2025Q1: 17,259 shares; 2025Q2: 16,276 shares; 2025Q3: 19,633 shares; 2025Q4: 19,342 shares; 2026Q1: 16,797 shares 16,797 $234K 0.05% -2,545 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 205 shares; 2024Q4: 352 shares; 2025Q1: 505 shares; 2025Q2: 725 shares; 2025Q3: 937 shares; 2025Q4: 1,085 shares; 2026Q1: 1,390 shares 1,390 $230K 0.05% +305 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: 486 shares; 2024Q4: 457 shares; 2025Q1: 495 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 457 shares; 2026Q1: 457 shares 457 $228K 0.05% 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: 115 shares; 2024Q4: 152 shares; 2025Q1: 236 shares; 2025Q2: 439 shares; 2025Q3: 508 shares; 2025Q4: 591 shares; 2026Q1: 734 shares 734 $228K 0.05% +143 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 538 shares; 2024Q4: 997 shares; 2025Q1: 1,551 shares; 2025Q2: 2,437 shares; 2025Q3: 2,997 shares; 2025Q4: 3,299 shares; 2026Q1: 4,487 shares 4,487 $225K 0.04% +1,188 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,159 shares; 2024Q4: 2,074 shares; 2025Q1: 1,805 shares; 2025Q2: 2,002 shares; 2025Q3: 2,021 shares; 2025Q4: 1,881 shares; 2026Q1: 1,963 shares 1,963 $222K 0.04% +82 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 1,358 shares; 2025Q1: 1,960 shares; 2025Q2: 2,953 shares; 2025Q3: 3,631 shares; 2025Q4: 4,340 shares; 2026Q1: 7,523 shares 7,523 $218K 0.04% +3,183 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: 50 shares; 2024Q4: 49 shares; 2025Q1: 85 shares; 2025Q2: 232 shares; 2025Q3: 246 shares; 2025Q4: 291 shares; 2026Q1: 293 shares 293 $216K 0.04% +2 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 652 shares; 2024Q4: 653 shares; 2025Q1: 655 shares; 2025Q2: 656 shares; 2025Q3: 657 shares; 2025Q4: 659 shares; 2026Q1: 660 shares 660 $213K 0.04% +1 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 142 shares; 2025Q1: 232 shares; 2025Q2: 427 shares; 2025Q3: 470 shares; 2025Q4: 538 shares; 2026Q1: 607 shares 607 $208K 0.04% +69 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: 400 shares; 2024Q4: 626 shares; 2025Q1: 966 shares; 2025Q2: 1,743 shares; 2025Q3: 1,607 shares; 2025Q4: 1,865 shares; 2026Q1: 2,154 shares 2,154 $208K 0.04% +289 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119 shares; 2024Q4: 199 shares; 2025Q1: 325 shares; 2025Q2: 697 shares; 2025Q3: 770 shares; 2025Q4: 871 shares; 2026Q1: 972 shares 972 $202K 0.04% +101 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,925 shares; 2026Q1: 1,926 shares 1,926 $202K 0.04% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51 shares; 2024Q4: 54 shares; 2025Q1: 1,121 shares; 2025Q2: 1,182 shares; 2025Q3: 1,237 shares; 2025Q4: 1,360 shares; 2026Q1: 1,012 shares 1,012 $201K 0.04% -348 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 294 shares; 2025Q1: 598 shares; 2025Q2: 1,029 shares; 2025Q3: 1,165 shares; 2025Q4: 1,192 shares; 2026Q1: 1,506 shares 1,506 $199K 0.04% +314 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: 2,322 shares; 2024Q4: 2,117 shares; 2025Q1: 1,471 shares; 2025Q2: 1,416 shares; 2025Q3: 1,379 shares; 2025Q4: 1,374 shares; 2026Q1: 1,325 shares 1,325 $193K 0.04% -49 Timeline EFG 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: 4,393 shares; 2024Q4: 4,288 shares; 2025Q1: 3,174 shares; 2025Q2: 3,237 shares; 2025Q3: 3,271 shares; 2025Q4: 1,794 shares; 2026Q1: 1,732 shares 1,732 $193K 0.04% -62 Timeline FBT 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: 580 shares; 2024Q4: 980 shares; 2025Q1: 980 shares; 2025Q2: 980 shares; 2025Q3: 1,113 shares; 2025Q4: 977 shares; 2026Q1: 954 shares 954 $192K 0.04% -23 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: 382 shares; 2024Q4: 254 shares; 2025Q1: 335 shares; 2025Q2: 704 shares; 2025Q3: 766 shares; 2025Q4: 909 shares; 2026Q1: 920 shares 920 $190K 0.04% +11 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776 shares; 2024Q4: 1,405 shares; 2025Q1: 2,447 shares; 2025Q2: 4,251 shares; 2025Q3: 4,948 shares; 2025Q4: 6,888 shares; 2026Q1: 6,761 shares 6,761 $190K 0.04% -127 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,505 shares; 2024Q4: 3,312 shares; 2025Q1: 2,877 shares; 2025Q2: 3,197 shares; 2025Q3: 3,265 shares; 2025Q4: 3,082 shares; 2026Q1: 3,258 shares 3,258 $190K 0.04% +176 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 946 shares; 2025Q1: 1,179 shares; 2025Q2: 1,256 shares; 2025Q3: 1,349 shares; 2025Q4: 1,486 shares; 2026Q1: 1,649 shares 1,649 $187K 0.04% +163 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 1,308 shares; 2025Q1: 2,085 shares; 2025Q2: 3,324 shares; 2025Q3: 3,879 shares; 2025Q4: 4,419 shares; 2026Q1: 5,494 shares 5,494 $184K 0.04% +1,075 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: 222 shares; 2024Q4: 223 shares; 2025Q1: 259 shares; 2025Q2: 701 shares; 2025Q3: 790 shares; 2025Q4: 1,339 shares; 2026Q1: 1,357 shares 1,357 $183K 0.04% +18 Timeline FXH 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: 2,471 shares; 2024Q4: 2,375 shares; 2025Q1: 1,991 shares; 2025Q2: 1,383 shares; 2025Q3: 1,636 shares; 2025Q4: 2,132 shares; 2026Q1: 1,668 shares 1,668 $183K 0.04% -464 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: 261 shares; 2024Q4: 287 shares; 2025Q1: 282 shares; 2025Q2: 614 shares; 2025Q3: 657 shares; 2025Q4: 469 shares; 2026Q1: 534 shares 534 $182K 0.04% +65 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: 143 shares; 2024Q4: 415 shares; 2025Q1: 411 shares; 2025Q2: 604 shares; 2025Q3: 646 shares; 2025Q4: 649 shares; 2026Q1: 752 shares 752 $182K 0.04% +103 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 773 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 1,371 shares; 2026Q1: 1,371 shares 1,371 $182K 0.04% 0 Timeline DGRS 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: 6,135 shares; 2024Q4: 5,261 shares; 2025Q1: 4,184 shares; 2025Q2: 3,945 shares; 2025Q3: 3,981 shares; 2025Q4: 3,913 shares; 2026Q1: 3,351 shares 3,351 $177K 0.04% -562 Timeline IWR 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: 5 shares; 2025Q4: 1,487 shares; 2026Q1: 1,791 shares 1,791 $174K 0.03% +304 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: 102 shares; 2024Q4: 103 shares; 2025Q1: 181 shares; 2025Q2: 468 shares; 2025Q3: 501 shares; 2025Q4: 569 shares; 2026Q1: 576 shares 576 $174K 0.03% +7 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95 shares; 2024Q4: 150 shares; 2025Q1: 306 shares; 2025Q2: 594 shares; 2025Q3: 672 shares; 2025Q4: 1,109 shares; 2026Q1: 1,228 shares 1,228 $171K 0.03% +119 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: 13,193 shares; 2024Q4: 13,227 shares; 2025Q1: 10,715 shares; 2025Q2: 7,365 shares; 2025Q3: 9,843 shares; 2025Q4: 7,531 shares; 2026Q1: 7,559 shares 7,559 $170K 0.03% +28 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 642 shares; 2025Q1: 1,047 shares; 2025Q2: 1,775 shares; 2025Q3: 2,042 shares; 2025Q4: 2,327 shares; 2026Q1: 3,242 shares 3,242 $169K 0.03% +915 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: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,505 shares; 2025Q4: 1,505 shares; 2026Q1: 1,505 shares 1,505 $167K 0.03% 0 Timeline GAUG 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: 4,375 shares; 2024Q4: 4,375 shares; 2025Q1: 4,375 shares; 2025Q2: 4,375 shares; 2025Q3: 4,334 shares; 2025Q4: 4,297 shares; 2026Q1: 4,297 shares 4,297 $166K 0.03% 0 Timeline EDOW 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: 10,077 shares; 2024Q4: 10,095 shares; 2025Q1: 8,279 shares; 2025Q2: 5,153 shares; 2025Q3: 5,356 shares; 2025Q4: 4,085 shares; 2026Q1: 4,098 shares 4,098 $166K 0.03% +13 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 394 shares; 2025Q1: 653 shares; 2025Q2: 1,113 shares; 2025Q3: 1,292 shares; 2025Q4: 1,104 shares; 2026Q1: 1,673 shares 1,673 $163K 0.03% +569 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 695 shares; 2025Q1: 882 shares; 2025Q2: 1,346 shares; 2025Q3: 1,546 shares; 2025Q4: 1,694 shares; 2026Q1: 2,011 shares 2,011 $160K 0.03% +317 Timeline OEF 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: 478 shares; 2026Q1: 502 shares 502 $160K 0.03% +24 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 788 shares; 2025Q1: 1,296 shares; 2025Q2: 2,252 shares; 2025Q3: 2,583 shares; 2025Q4: 2,888 shares; 2026Q1: 3,425 shares 3,425 $159K 0.03% +537 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: 362 shares; 2024Q4: 570 shares; 2025Q1: 761 shares; 2025Q2: 1,186 shares; 2025Q3: 1,408 shares; 2025Q4: 1,613 shares; 2026Q1: 2,073 shares 2,073 $158K 0.03% +460 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21 shares; 2024Q4: not reported; 2025Q1: 130 shares; 2025Q2: 179 shares; 2025Q3: 257 shares; 2025Q4: 232 shares; 2026Q1: 288 shares 288 $155K 0.03% +56 Timeline DXJ 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: 1,461 shares; 2024Q4: 1,344 shares; 2025Q1: 1,253 shares; 2025Q2: 1,193 shares; 2025Q3: 1,185 shares; 2025Q4: 1,156 shares; 2026Q1: 964 shares 964 $153K 0.03% -192 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: not reported; 2024Q4: 0 shares; 2025Q1: 82 shares; 2025Q2: 130 shares; 2025Q3: 153 shares; 2025Q4: 199 shares; 2026Q1: 266 shares 266 $150K 0.03% +67 Timeline OVLH 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: 6,138 shares; 2024Q4: 5,560 shares; 2025Q1: 4,840 shares; 2025Q2: 4,601 shares; 2025Q3: 4,574 shares; 2025Q4: 4,511 shares; 2026Q1: 3,856 shares 3,856 $146K 0.03% -655 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: 218 shares; 2024Q4: 218 shares; 2025Q1: 218 shares; 2025Q2: 244 shares; 2025Q3: 244 shares; 2025Q4: 243 shares; 2026Q1: 243 shares 243 $145K 0.03% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,409 shares; 2024Q4: 1,428 shares; 2025Q1: 1,404 shares; 2025Q2: 1,351 shares; 2025Q3: 2,226 shares; 2025Q4: 1,650 shares; 2026Q1: 2,083 shares 2,083 $143K 0.03% +433 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 560 shares; 2025Q1: 548 shares; 2025Q2: 789 shares; 2025Q3: 867 shares; 2025Q4: 949 shares; 2026Q1: 1,106 shares 1,106 $142K 0.03% +157 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 595 shares; 2026Q1: 598 shares 598 $141K 0.03% +3 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,316 shares; 2025Q1: 1,307 shares; 2025Q2: 1,259 shares; 2025Q3: 1,837 shares; 2025Q4: 1,417 shares; 2026Q1: 1,819 shares 1,819 $140K 0.03% +402 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 869 shares; 2025Q1: 1,477 shares; 2025Q2: 2,198 shares; 2025Q3: 2,531 shares; 2025Q4: 2,816 shares; 2026Q1: 3,419 shares 3,419 $140K 0.03% +603 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 177 shares; 2025Q2: 516 shares; 2025Q3: 650 shares; 2025Q4: 816 shares; 2026Q1: 1,025 shares 1,025 $139K 0.03% +209 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: 952 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,388 shares; 2025Q3: 1,364 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares 1,264 $138K 0.03% 0 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: 107 shares; 2024Q4: 106 shares; 2025Q1: 211 shares; 2025Q2: 198 shares; 2025Q3: 419 shares; 2025Q4: 455 shares; 2026Q1: 505 shares 505 $137K 0.03% +50 Timeline DFAC 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: 3,644 shares; 2024Q4: 3,654 shares; 2025Q1: 3,663 shares; 2025Q2: 3,674 shares; 2025Q3: 3,685 shares; 2025Q4: 3,434 shares; 2026Q1: 3,443 shares 3,443 $134K 0.03% +9 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 98 shares; 2025Q2: 481 shares; 2025Q3: 531 shares; 2025Q4: 625 shares; 2026Q1: 631 shares 631 $133K 0.03% +6 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 112 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 1,988 shares 1,988 $132K 0.03% +1,976 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: 165 shares; 2024Q4: 138 shares; 2025Q1: 279 shares; 2025Q2: 486 shares; 2025Q3: 535 shares; 2025Q4: 667 shares; 2026Q1: 666 shares 666 $129K 0.03% -1 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: 99 shares; 2024Q4: 102 shares; 2025Q1: 155 shares; 2025Q2: 603 shares; 2025Q3: 676 shares; 2025Q4: 792 shares; 2026Q1: 802 shares 802 $128K 0.03% +10 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: 94 shares; 2024Q4: 95 shares; 2025Q1: 128 shares; 2025Q2: 347 shares; 2025Q3: 462 shares; 2025Q4: 560 shares; 2026Q1: 581 shares 581 $127K 0.03% +21 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 430 shares; 2025Q2: 250 shares; 2025Q3: 764 shares; 2025Q4: 3,266 shares; 2026Q1: 3,266 shares 3,266 $125K 0.02% 0 Timeline OVT 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: 16,753 shares; 2024Q4: 15,344 shares; 2025Q1: 6,562 shares; 2025Q2: 6,263 shares; 2025Q3: 6,661 shares; 2025Q4: 6,635 shares; 2026Q1: 5,687 shares 5,687 $125K 0.02% -948 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: 342 shares; 2024Q4: 309 shares; 2025Q1: 340 shares; 2025Q2: 388 shares; 2025Q3: 126 shares; 2025Q4: 1,290 shares; 2026Q1: 1,291 shares 1,291 $124K 0.02% +1 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 380 shares; 2025Q4: 431 shares; 2026Q1: 529 shares 529 $123K 0.02% +98 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: 1,329 shares; 2024Q4: 1,270 shares; 2025Q1: 1,270 shares; 2025Q2: 1,271 shares; 2025Q3: 1,216 shares; 2025Q4: 1,109 shares; 2026Q1: 1,109 shares 1,109 $123K 0.02% 0 Timeline QHY 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: 3,936 shares; 2024Q4: 3,590 shares; 2025Q1: 3,274 shares; 2025Q2: 3,122 shares; 2025Q3: 3,137 shares; 2025Q4: 3,130 shares; 2026Q1: 2,694 shares 2,694 $123K 0.02% -436 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,839 shares; 2026Q1: 4,080 shares 4,080 $122K 0.02% +1,241 Timeline GFEB 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: 71,095 shares; 2024Q4: 64,933 shares; 2025Q1: 42,227 shares; 2025Q2: 33,414 shares; 2025Q3: 33,696 shares; 2025Q4: 5,622 shares; 2026Q1: 2,959 shares 2,959 $122K 0.02% -2,663 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: 27 shares; 2024Q4: 49 shares; 2025Q1: 85 shares; 2025Q2: 142 shares; 2025Q3: 139 shares; 2025Q4: 159 shares; 2026Q1: 200 shares 200 $121K 0.02% +41 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142 shares; 2024Q4: 213 shares; 2025Q1: 197 shares; 2025Q2: 313 shares; 2025Q3: 378 shares; 2025Q4: 430 shares; 2026Q1: 532 shares 532 $115K 0.02% +102 Timeline EPS 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: 5,504 shares; 2024Q4: 4,181 shares; 2025Q1: 3,013 shares; 2025Q2: 2,773 shares; 2025Q3: 2,218 shares; 2025Q4: 2,098 shares; 2026Q1: 1,650 shares 1,650 $112K 0.02% -448 Timeline USIG 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: 4,148 shares; 2024Q4: 3,820 shares; 2025Q1: 2,847 shares; 2025Q2: 2,613 shares; 2025Q3: 2,378 shares; 2025Q4: 2,159 shares; 2026Q1: 2,162 shares 2,162 $111K 0.02% +3 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: 40 shares; 2024Q4: 74 shares; 2025Q1: 128 shares; 2025Q2: 200 shares; 2025Q3: 225 shares; 2025Q4: 254 shares; 2026Q1: 319 shares 319 $110K 0.02% +65 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 315 shares; 2025Q1: 509 shares; 2025Q2: 849 shares; 2025Q3: 1,003 shares; 2025Q4: 1,121 shares; 2026Q1: 1,354 shares 1,354 $110K 0.02% +233 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 201 shares; 2025Q1: 321 shares; 2025Q2: 535 shares; 2025Q3: 622 shares; 2025Q4: 706 shares; 2026Q1: 863 shares 863 $109K 0.02% +157 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,395 shares; 2025Q1: 961 shares; 2025Q2: 919 shares; 2025Q3: 891 shares; 2025Q4: 887 shares; 2026Q1: 850 shares 850 $109K 0.02% -37 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 41 shares; 2025Q1: 50 shares; 2025Q2: 136 shares; 2025Q3: 169 shares; 2025Q4: 212 shares; 2026Q1: 223 shares 223 $108K 0.02% +11 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: 963 shares; 2024Q4: 965 shares; 2025Q1: 966 shares; 2025Q2: 1,344 shares; 2025Q3: 1,346 shares; 2025Q4: 1,329 shares; 2026Q1: 1,154 shares 1,154 $108K 0.02% -175 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210 shares; 2024Q4: 299 shares; 2025Q1: 453 shares; 2025Q2: 769 shares; 2025Q3: 861 shares; 2025Q4: 959 shares; 2026Q1: 1,240 shares 1,240 $107K 0.02% +281 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: 137 shares; 2024Q4: 184 shares; 2025Q1: 137 shares; 2025Q2: 137 shares; 2025Q3: 180 shares; 2025Q4: 223 shares; 2026Q1: 223 shares 223 $107K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 132 shares; 2025Q2: 366 shares; 2025Q3: 397 shares; 2025Q4: 460 shares; 2026Q1: 513 shares 513 $107K 0.02% +53 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58 shares; 2024Q4: 57 shares; 2025Q1: 90 shares; 2025Q2: 268 shares; 2025Q3: 289 shares; 2025Q4: 322 shares; 2026Q1: 324 shares 324 $106K 0.02% +2 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 262 shares; 2025Q1: 427 shares; 2025Q2: 736 shares; 2025Q3: 843 shares; 2025Q4: 954 shares; 2026Q1: 1,749 shares 1,749 $105K 0.02% +795 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to 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: 500 shares; 2026Q1: 502 shares 502 $105K 0.02% +2 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 366 shares; 2025Q1: 587 shares; 2025Q2: 921 shares; 2025Q3: 1,111 shares; 2025Q4: 1,277 shares; 2026Q1: 1,582 shares 1,582 $104K 0.02% +305 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114 shares; 2024Q4: 117 shares; 2025Q1: 177 shares; 2025Q2: 462 shares; 2025Q3: 511 shares; 2025Q4: 608 shares; 2026Q1: 616 shares 616 $104K 0.02% +8 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: 127 shares; 2024Q4: 127 shares; 2025Q1: 127 shares; 2025Q2: 127 shares; 2025Q3: 127 shares; 2025Q4: 627 shares; 2026Q1: 627 shares 627 $104K 0.02% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,552 shares; 2024Q4: 4,552 shares; 2025Q1: 4,552 shares; 2025Q2: 4,552 shares; 2025Q3: 4,552 shares; 2025Q4: 4,552 shares; 2026Q1: 4,552 shares 4,552 $102K 0.02% 0 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: 110 shares; 2024Q4: 110 shares; 2025Q1: 150 shares; 2025Q2: 422 shares; 2025Q3: 478 shares; 2025Q4: 568 shares; 2026Q1: 580 shares 580 $101K 0.02% +12 Timeline FEP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,726 shares; 2024Q4: 5,477 shares; 2025Q1: 2,009 shares; 2025Q2: 2,049 shares; 2025Q3: 1,819 shares; 2025Q4: 1,837 shares; 2026Q1: 1,840 shares 1,840 $100K 0.02% +3 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 30 shares; 2025Q1: 57 shares; 2025Q2: 155 shares; 2025Q3: 166 shares; 2025Q4: 192 shares; 2026Q1: 192 shares 192 $100K 0.02% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 908 shares; 2024Q4: 900 shares; 2025Q1: 901 shares; 2025Q2: 902 shares; 2025Q3: 991 shares; 2025Q4: 961 shares; 2026Q1: 962 shares 962 $99.2K 0.02% +1 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: 31 shares; 2024Q4: 91 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 230 shares 230 $99K 0.02% +90 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 87 shares; 2025Q1: 117 shares; 2025Q2: 339 shares; 2025Q3: 384 shares; 2025Q4: 463 shares; 2026Q1: 465 shares 465 $97.8K 0.02% +2 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $96.1K 0.02% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 352 shares; 2025Q1: 532 shares; 2025Q2: 1,632 shares; 2025Q3: 1,783 shares; 2025Q4: 2,048 shares; 2026Q1: 2,086 shares 2,086 $95.9K 0.02% +38 Timeline BKLC 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: 760 shares; 2025Q1: 760 shares; 2025Q2: 760 shares; 2025Q3: 760 shares; 2025Q4: 760 shares; 2026Q1: 760 shares 760 $94.9K 0.02% 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: 47 shares; 2024Q4: 49 shares; 2025Q1: 61 shares; 2025Q2: 184 shares; 2025Q3: 208 shares; 2025Q4: 252 shares; 2026Q1: 266 shares 266 $93.7K 0.02% +14 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 2,658 shares; 2026Q1: 2,789 shares 2,789 $91.9K 0.02% +131 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: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 284 shares; 2026Q1: 288 shares 288 $91.6K 0.02% +4 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: 248 shares; 2024Q4: 1 shares; 2025Q1: 153 shares; 2025Q2: 304 shares; 2025Q3: 386 shares; 2025Q4: 448 shares; 2026Q1: 497 shares 497 $90.6K 0.02% +49 Timeline QUAL 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: 1,032 shares; 2024Q4: 1,006 shares; 2025Q1: 875 shares; 2025Q2: 975 shares; 2025Q3: 1,016 shares; 2025Q4: 446 shares; 2026Q1: 468 shares 468 $89.8K 0.02% +22 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 2,344 shares; 2026Q1: 2,463 shares 2,463 $89.2K 0.02% +119 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 234 shares; 2025Q1: 203 shares; 2025Q2: 226 shares; 2025Q3: 229 shares; 2025Q4: 348 shares; 2026Q1: 366 shares 366 $87.8K 0.02% +18 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,467 shares 1,467 $86.7K 0.02% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 315 shares; 2025Q3: 338 shares; 2025Q4: 398 shares; 2026Q1: 404 shares 404 $86.4K 0.02% +6 Timeline FXR 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: 2,702 shares; 2024Q4: 2,704 shares; 2025Q1: 2,233 shares; 2025Q2: 1,373 shares; 2025Q3: 1,387 shares; 2025Q4: 1,056 shares; 2026Q1: 1,057 shares 1,057 $86.3K 0.02% +1 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112 shares; 2024Q4: 114 shares; 2025Q1: 185 shares; 2025Q2: 533 shares; 2025Q3: 569 shares; 2025Q4: 866 shares; 2026Q1: 724 shares 724 $85.1K 0.02% -142 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 165 shares; 2024Q4: 115 shares; 2025Q1: 118 shares; 2025Q2: 452 shares; 2025Q3: 394 shares; 2025Q4: 443 shares; 2026Q1: 339 shares 339 $85K 0.02% -104 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,774 shares; 2024Q4: 1,779 shares; 2025Q1: 1,456 shares; 2025Q2: 911 shares; 2025Q3: 929 shares; 2025Q4: 709 shares; 2026Q1: 710 shares 710 $84.7K 0.02% +1 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30 shares; 2024Q4: 31 shares; 2025Q1: 50 shares; 2025Q2: 142 shares; 2025Q3: 157 shares; 2025Q4: 185 shares; 2026Q1: 193 shares 193 $84.2K 0.02% +8 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 228 shares; 2025Q4: 256 shares; 2026Q1: 311 shares 311 $82.8K 0.02% +55 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 52 shares; 2025Q1: 92 shares; 2025Q2: 237 shares; 2025Q3: 252 shares; 2025Q4: 294 shares; 2026Q1: 296 shares 296 $82.3K 0.02% +2 Timeline FVD 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: 1,506 shares; 2024Q4: 2,087 shares; 2025Q1: 2,091 shares; 2025Q2: 2,096 shares; 2025Q3: 2,128 shares; 2025Q4: 2,133 shares; 2026Q1: 1,748 shares 1,748 $82.2K 0.02% -385 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 32 shares; 2025Q1: 60 shares; 2025Q2: 137 shares; 2025Q3: 153 shares; 2025Q4: 182 shares; 2026Q1: 184 shares 184 $82.2K 0.02% +2 Timeline IQDG 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: 5,239 shares; 2024Q4: 4,313 shares; 2025Q1: 2,949 shares; 2025Q2: 2,723 shares; 2025Q3: 2,454 shares; 2025Q4: 2,325 shares; 2026Q1: 2,021 shares 2,021 $81.1K 0.02% -304 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: not reported; 2025Q3: not reported; 2025Q4: 523 shares; 2026Q1: 527 shares 527 $79.8K 0.02% +4 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153 shares; 2024Q4: 133 shares; 2025Q1: 246 shares; 2025Q2: 335 shares; 2025Q3: 389 shares; 2025Q4: 786 shares; 2026Q1: 978 shares 978 $79.5K 0.02% +192 Timeline FXD 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: 3,120 shares; 2024Q4: 3,124 shares; 2025Q1: 2,576 shares; 2025Q2: 1,597 shares; 2025Q3: 1,620 shares; 2025Q4: 1,233 shares; 2026Q1: 1,235 shares 1,235 $79K 0.02% +2 Timeline FTGS 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: 1,563 shares; 2024Q4: 2,832 shares; 2025Q1: 2,833 shares; 2025Q2: 2,833 shares; 2025Q3: 2,834 shares; 2025Q4: 2,834 shares; 2026Q1: 2,310 shares 2,310 $78.6K 0.02% -524 Timeline VIS 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: not reported; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $78.5K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 128 shares; 2025Q1: 198 shares; 2025Q2: 361 shares; 2025Q3: 348 shares; 2025Q4: 400 shares; 2026Q1: 481 shares 481 $75.5K 0.01% +81 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: 141 shares; 2024Q4: 1 shares; 2025Q1: 69 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 452 shares 452 $74.4K 0.01% new 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: 5,682 shares; 2024Q4: 4,615 shares; 2025Q1: 3,308 shares; 2025Q2: 2,859 shares; 2025Q3: 2,750 shares; 2025Q4: 2,614 shares; 2026Q1: 2,307 shares 2,307 $73.6K 0.01% -307 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,544 shares; 2024Q4: 15,396 shares; 2025Q1: 15,331 shares; 2025Q2: 15,331 shares; 2025Q3: 15,161 shares; 2025Q4: 15,028 shares; 2026Q1: 1,823 shares 1,823 $73.5K 0.01% -13,205 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 460 shares; 2024Q4: 623 shares; 2025Q1: 1,005 shares; 2025Q2: 1,668 shares; 2025Q3: 1,957 shares; 2025Q4: 2,153 shares; 2026Q1: 2,558 shares 2,558 $73.5K 0.01% +405 Timeline VTWO 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: 1,468 shares; 2024Q4: 1,351 shares; 2025Q1: 943 shares; 2025Q2: 903 shares; 2025Q3: 875 shares; 2025Q4: 722 shares; 2026Q1: 722 shares 722 $72.3K 0.01% 0 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: 70 shares; 2024Q4: 70 shares; 2025Q1: 5 shares; 2025Q2: 10 shares; 2025Q3: 329 shares; 2025Q4: 339 shares; 2026Q1: 440 shares 440 $72.2K 0.01% +101 Timeline FID 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: 13,510 shares; 2024Q4: 9,125 shares; 2025Q1: 3,268 shares; 2025Q2: 3,331 shares; 2025Q3: 3,361 shares; 2025Q4: 3,410 shares; 2026Q1: 3,418 shares 3,418 $71.6K 0.01% +8 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 309 shares; 2025Q1: 308 shares; 2025Q2: 308 shares; 2025Q3: 313 shares; 2025Q4: 1,396 shares; 2026Q1: 1,615 shares 1,615 $71.3K 0.01% +219 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164 shares; 2024Q4: 284 shares; 2025Q1: 422 shares; 2025Q2: 660 shares; 2025Q3: 721 shares; 2025Q4: 839 shares; 2026Q1: 1,048 shares 1,048 $71.2K 0.01% +209 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,832 shares; 2025Q3: 3,770 shares; 2025Q4: 4,867 shares; 2026Q1: 2,873 shares 2,873 $71.1K 0.01% -1,994 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 127 shares; 2025Q1: 105 shares; 2025Q2: 212 shares; 2025Q3: 263 shares; 2025Q4: 303 shares; 2026Q1: 308 shares 308 $71K 0.01% +5 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: 91 shares; 2024Q4: 91 shares; 2025Q1: 67 shares; 2025Q2: 195 shares; 2025Q3: 208 shares; 2025Q4: 243 shares; 2026Q1: 256 shares 256 $70.3K 0.01% +13 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: 5,132 shares; 2024Q4: 3,894 shares; 2025Q1: 2,811 shares; 2025Q2: 2,601 shares; 2025Q3: 1,980 shares; 2025Q4: 1,871 shares; 2026Q1: 1,606 shares 1,606 $70.1K 0.01% -265 Timeline FXO 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: 3,537 shares; 2024Q4: 3,547 shares; 2025Q1: 2,953 shares; 2025Q2: 1,794 shares; 2025Q3: 1,615 shares; 2025Q4: 1,234 shares; 2026Q1: 1,244 shares 1,244 $69.9K 0.01% +10 Timeline VGSH 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: 2,207 shares; 2024Q4: 2,041 shares; 2025Q1: 1,542 shares; 2025Q2: 1,430 shares; 2025Q3: 1,322 shares; 2025Q4: 1,192 shares; 2026Q1: 1,194 shares 1,194 $69.9K 0.01% +2 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: 5 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,777 shares 1,777 $69.3K 0.01% new 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: 289 shares; 2024Q4: 270 shares; 2025Q1: 425 shares; 2025Q2: 741 shares; 2025Q3: 871 shares; 2025Q4: 1,693 shares; 2026Q1: 650 shares 650 $66.8K 0.01% -1,043 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 1,809 shares; 2026Q1: 679 shares 679 $65.7K 0.01% -1,130 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: 201 shares; 2024Q4: 136 shares; 2025Q1: 196 shares; 2025Q2: 314 shares; 2025Q3: 237 shares; 2025Q4: 345 shares; 2026Q1: 346 shares 346 $64.7K 0.01% +1 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 80 shares; 2025Q1: 157 shares; 2025Q2: 317 shares; 2025Q3: 331 shares; 2025Q4: 388 shares; 2026Q1: 400 shares 400 $64.2K 0.01% +12 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 317 shares; 2025Q1: 318 shares; 2025Q2: 320 shares; 2025Q3: 321 shares; 2025Q4: 322 shares; 2026Q1: 324 shares 324 $63.7K 0.01% +2 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 21 shares; 2025Q1: 45 shares; 2025Q2: 104 shares; 2025Q3: 108 shares; 2025Q4: 125 shares; 2026Q1: 127 shares 127 $62.5K 0.01% +2 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 33 shares; 2025Q1: 73 shares; 2025Q2: 139 shares; 2025Q3: 156 shares; 2025Q4: 188 shares; 2026Q1: 190 shares 190 $62.5K 0.01% +2 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,005 shares; 2025Q1: 721 shares; 2025Q2: 730 shares; 2025Q3: 735 shares; 2025Q4: 714 shares; 2026Q1: 717 shares 717 $62.3K 0.01% +3 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60 shares; 2025Q1: 162 shares; 2025Q2: 337 shares; 2025Q3: 280 shares; 2025Q4: 336 shares; 2026Q1: 501 shares 501 $61.5K 0.01% +165 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99 shares; 2024Q4: 108 shares; 2025Q1: 148 shares; 2025Q2: 440 shares; 2025Q3: 262 shares; 2025Q4: 271 shares; 2026Q1: 324 shares 324 $61.4K 0.01% +53 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 57 shares; 2025Q2: 167 shares; 2025Q3: 181 shares; 2025Q4: 218 shares; 2026Q1: 228 shares 228 $60.9K 0.01% +10 Timeline AVDE 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: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $60.8K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 363 shares; 2025Q2: 523 shares; 2025Q3: 542 shares; 2025Q4: 836 shares; 2026Q1: 872 shares 872 $60.4K 0.01% +36 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11 shares; 2024Q4: 157 shares; 2025Q1: 211 shares; 2025Q2: 639 shares; 2025Q3: 697 shares; 2025Q4: 879 shares; 2026Q1: 985 shares 985 $59.7K 0.01% +106 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 173 shares; 2025Q1: 187 shares; 2025Q2: 160 shares; 2025Q3: 335 shares; 2025Q4: 249 shares; 2026Q1: 299 shares 299 $59.5K 0.01% +50 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 357 shares; 2025Q2: 628 shares; 2025Q3: 743 shares; 2025Q4: 837 shares; 2026Q1: 994 shares 994 $59K 0.01% +157 Timeline BUFG 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: 2,416 shares; 2024Q4: 2,367 shares; 2025Q1: 2,339 shares; 2025Q2: 2,283 shares; 2025Q3: 2,264 shares; 2025Q4: 2,209 shares; 2026Q1: 2,191 shares 2,191 $58.9K 0.01% -18 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24 shares; 2025Q3: 236 shares; 2025Q4: 292 shares; 2026Q1: 268 shares 268 $58.6K 0.01% -24 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 95 shares; 2025Q2: 272 shares; 2025Q3: 579 shares; 2025Q4: 669 shares; 2026Q1: 682 shares 682 $57.9K 0.01% +13 Timeline QQEW 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: 1,119 shares; 2024Q4: 1,106 shares; 2025Q1: 912 shares; 2025Q2: 560 shares; 2025Q3: 599 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $57.8K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 187 shares; 2024Q4: 181 shares; 2025Q1: 255 shares; 2025Q2: 633 shares; 2025Q3: 690 shares; 2025Q4: 826 shares; 2026Q1: 863 shares 863 $57.2K 0.01% +37 Timeline LIT 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: 767 shares; 2024Q4: 767 shares; 2025Q1: 767 shares; 2025Q2: 767 shares; 2025Q3: 767 shares; 2025Q4: 767 shares; 2026Q1: 767 shares 767 $57K 0.01% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 310 shares; 2025Q3: 451 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $56.8K 0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 275 shares; 2025Q4: 275 shares; 2026Q1: 275 shares 275 $56.7K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363 shares; 2024Q4: 343 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75 shares; 2025Q4: 2,033 shares; 2026Q1: 1,134 shares 1,134 $56K 0.01% -899 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,809 shares; 2025Q1: 1,833 shares; 2025Q2: 1,859 shares; 2025Q3: 839 shares; 2025Q4: 853 shares; 2026Q1: 865 shares 865 $55.9K 0.01% +12 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 802 shares; 2026Q1: 832 shares 832 $55.2K 0.01% +30 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: 37 shares; 2024Q4: 68 shares; 2025Q1: 101 shares; 2025Q2: 159 shares; 2025Q3: 234 shares; 2025Q4: 216 shares; 2026Q1: 271 shares 271 $55.1K 0.01% +55 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 79 shares; 2025Q1: 110 shares; 2025Q2: 283 shares; 2025Q3: 317 shares; 2025Q4: 387 shares; 2026Q1: 395 shares 395 $53.8K 0.01% +8 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 196 shares; 2026Q1: 197 shares 197 $53.6K 0.01% +1 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132 shares; 2024Q4: 260 shares; 2025Q1: 410 shares; 2025Q2: 697 shares; 2025Q3: 816 shares; 2025Q4: 936 shares; 2026Q1: 1,151 shares 1,151 $53.4K 0.01% +215 Timeline QTWO Q2 HLDGS INC More: the full row for Q2 HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,120 shares; 2025Q4: 1,120 shares; 2026Q1: 1,120 shares 1,120 $53K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 199 shares; 2025Q1: 199 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 199 shares; 2026Q1: 199 shares 199 $52.9K 0.01% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 62 shares; 2025Q1: 100 shares; 2025Q2: 296 shares; 2025Q3: 321 shares; 2025Q4: 373 shares; 2026Q1: 378 shares 378 $52.5K 0.01% +5 Timeline FJP FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,543 shares; 2024Q4: 1,882 shares; 2025Q1: 703 shares; 2025Q2: 708 shares; 2025Q3: 708 shares; 2025Q4: 722 shares; 2026Q1: 723 shares 723 $52.5K 0.01% +1 Timeline GKOS GLAUKOS CORP More: the full row for GLAUKOS 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: 486 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $52.3K 0.01% 0 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: 12 shares; 2024Q4: not reported; 2025Q1: 13 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 498 shares 498 $52.1K 0.01% +373 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 824 shares; 2024Q4: 832 shares; 2025Q1: 692 shares; 2025Q2: 699 shares; 2025Q3: 705 shares; 2025Q4: 711 shares; 2026Q1: 716 shares 716 $52.1K 0.01% +5 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,710 shares; 2024Q4: 15,425 shares; 2025Q1: 5,098 shares; 2025Q2: 4,534 shares; 2025Q3: 4,534 shares; 2025Q4: 4,504 shares; 2026Q1: 970 shares 970 $51.6K 0.01% -3,534 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: 130 shares; 2024Q4: 129 shares; 2025Q1: 158 shares; 2025Q2: 408 shares; 2025Q3: 479 shares; 2025Q4: 599 shares; 2026Q1: 709 shares 709 $51K 0.01% +110 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36 shares; 2024Q4: 188 shares; 2025Q1: 152 shares; 2025Q2: 228 shares; 2025Q3: 247 shares; 2025Q4: 298 shares; 2026Q1: 315 shares 315 $49K 0.01% +17 Timeline USMF 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: 10,671 shares; 2024Q4: 9,279 shares; 2025Q1: 1,888 shares; 2025Q2: 1,740 shares; 2025Q3: 1,443 shares; 2025Q4: 1,367 shares; 2026Q1: 983 shares 983 $48.5K 0.01% -384 Timeline AFEM 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: 3,374 shares; 2024Q4: 1,483 shares; 2025Q1: 528 shares; 2025Q2: 529 shares; 2025Q3: 581 shares; 2025Q4: 585 shares; 2026Q1: 586 shares 586 $48.1K 0.01% +1 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 619 shares; 2026Q1: 745 shares 745 $46.5K 0.01% +126 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 255 shares; 2025Q1: 400 shares; 2025Q2: 664 shares; 2025Q3: 769 shares; 2025Q4: 856 shares; 2026Q1: 1,031 shares 1,031 $45.8K 0.01% +175 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176 shares; 2024Q4: 136 shares; 2025Q1: 177 shares; 2025Q2: 494 shares; 2025Q3: 550 shares; 2025Q4: 669 shares; 2026Q1: 718 shares 718 $45.1K 0.01% +49 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 296 shares; 2025Q1: 359 shares; 2025Q2: 352 shares; 2025Q3: 512 shares; 2025Q4: 358 shares; 2026Q1: 306 shares 306 $44.8K 0.01% -52 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61 shares; 2024Q4: 62 shares; 2025Q1: 88 shares; 2025Q2: 250 shares; 2025Q3: 289 shares; 2025Q4: 347 shares; 2026Q1: 357 shares 357 $43.6K 0.01% +10 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: 97 shares; 2024Q4: 97 shares; 2025Q1: 87 shares; 2025Q2: 87 shares; 2025Q3: 87 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $43.1K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 93 shares; 2025Q2: 148 shares; 2025Q3: 174 shares; 2025Q4: 203 shares; 2026Q1: 265 shares 265 $43.1K 0.01% +62 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: 111 shares; 2024Q4: 111 shares; 2025Q1: not reported; 2025Q2: 248 shares; 2025Q3: 255 shares; 2025Q4: 314 shares; 2026Q1: 338 shares 338 $42.8K 0.01% +24 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31 shares; 2024Q4: 31 shares; 2025Q1: 49 shares; 2025Q2: 144 shares; 2025Q3: 161 shares; 2025Q4: 187 shares; 2026Q1: 195 shares 195 $42.5K 0.01% +8 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $41.4K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 895 shares; 2024Q4: 1,003 shares; 2025Q1: 1,002 shares; 2025Q2: 1,225 shares; 2025Q3: 601 shares; 2025Q4: 266 shares; 2026Q1: 281 shares 281 $41.3K 0.01% +15 Timeline FDL 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: 13,561 shares; 2024Q4: 13,232 shares; 2025Q1: 12,913 shares; 2025Q2: 12,358 shares; 2025Q3: 1,044 shares; 2025Q4: 804 shares; 2026Q1: 810 shares 810 $41.1K 0.01% +6 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: 11,146 shares; 2024Q4: 10,073 shares; 2025Q1: 10,064 shares; 2025Q2: 10,073 shares; 2025Q3: not reported; 2025Q4: 600 shares; 2026Q1: 602 shares 602 $41.1K 0.01% +2 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 42 shares; 2025Q3: not reported; 2025Q4: 125 shares; 2026Q1: 180 shares 180 $40.6K 0.01% +55 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 693 shares; 2024Q4: 961 shares; 2025Q1: 1,515 shares; 2025Q2: 1,681 shares; 2025Q3: 1,940 shares; 2025Q4: 2,113 shares; 2026Q1: 2,459 shares 2,459 $40.4K 0.01% +346 Timeline IUSB 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: 1,584 shares; 2024Q4: 1,142 shares; 2025Q1: 1,142 shares; 2025Q2: 1,142 shares; 2025Q3: 1,212 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $40.2K 0.01% 0 Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 729 shares; 2025Q4: 845 shares; 2026Q1: 858 shares 858 $40K 0.01% +13 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: 150 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 528 shares; 2025Q3: 528 shares; 2025Q4: 530 shares; 2026Q1: 532 shares 532 $40K 0.01% +2 Timeline VXF 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: 186 shares; 2025Q3: 186 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $38.5K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75 shares; 2024Q4: 125 shares; 2025Q1: 272 shares; 2025Q2: 503 shares; 2025Q3: not reported; 2025Q4: 299 shares; 2026Q1: 305 shares 305 $38.4K 0.01% +6 Timeline FRI 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: 2,992 shares; 2024Q4: 3,014 shares; 2025Q1: 2,475 shares; 2025Q2: 1,562 shares; 2025Q3: 1,735 shares; 2025Q4: 1,335 shares; 2026Q1: 1,339 shares 1,339 $38.1K 0.01% +4 Timeline EWC 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: 2,856 shares; 2024Q4: 1,901 shares; 2025Q1: 669 shares; 2025Q2: 673 shares; 2025Q3: 673 shares; 2025Q4: 679 shares; 2026Q1: 679 shares 679 $37.2K 0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 126 shares; 2025Q2: 355 shares; 2025Q3: 593 shares; 2025Q4: 655 shares; 2026Q1: 460 shares 460 $37K 0.01% -195 Timeline FLN FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 3,856 shares; 2025Q1: 1,374 shares; 2025Q2: 1,393 shares; 2025Q3: 1,402 shares; 2025Q4: 1,421 shares; 2026Q1: 1,434 shares 1,434 $36.6K 0.01% +13 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: 91 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $35.8K 0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 343 shares; 2025Q2: 960 shares; 2025Q3: 1,075 shares; 2025Q4: 1,273 shares; 2026Q1: 1,292 shares 1,292 $35.5K 0.01% +19 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 74 shares; 2025Q1: 99 shares; 2025Q2: 250 shares; 2025Q3: 285 shares; 2025Q4: 351 shares; 2026Q1: 357 shares 357 $35.1K 0.01% +6 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to 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: 447 shares; 2026Q1: 447 shares 447 $35K 0.01% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 348 shares; 2025Q1: 356 shares; 2025Q2: 483 shares; 2025Q3: 517 shares; 2025Q4: 491 shares; 2026Q1: 356 shares 356 $35K 0.01% -135 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,083 shares; 2024Q4: 651 shares; 2025Q1: 543 shares; 2025Q2: 324 shares; 2025Q3: 291 shares; 2025Q4: 221 shares; 2026Q1: 221 shares 221 $34.1K 0.01% 0 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 449 shares 449 $33.8K 0.01% +13 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 615 shares; 2025Q4: 714 shares; 2026Q1: 720 shares 720 $33.4K 0.01% +6 Timeline FXU 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: 1,098 shares; 2024Q4: 1,103 shares; 2025Q1: 789 shares; 2025Q2: 737 shares; 2025Q3: 660 shares; 2025Q4: 619 shares; 2026Q1: 622 shares 622 $30.9K 0.01% +3 Timeline IXUS 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: 1,373 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 354 shares; 2025Q4: 351 shares; 2026Q1: 351 shares 351 $30.4K 0.01% 0 Timeline QTEC 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: 102 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 140 shares 140 $30.2K 0.01% -32 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 77 shares; 2025Q4: 76 shares; 2026Q1: 76 shares 76 $29.8K 0.01% 0 Timeline VGLT 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: 992 shares; 2024Q4: 915 shares; 2025Q1: 687 shares; 2025Q2: 634 shares; 2025Q3: 585 shares; 2025Q4: 532 shares; 2026Q1: 533 shares 533 $29.5K 0.01% +1 Timeline CGNX COGNEX CORP More: the full row for COGNEX 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: 600 shares; 2025Q4: not reported; 2026Q1: 596 shares 596 $29.2K 0.01% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55 shares; 2026Q1: 116 shares 116 $28.7K 0.01% +61 Timeline FICS 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: 1,767 shares; 2024Q4: 1,765 shares; 2025Q1: 629 shares; 2025Q2: 636 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 728 shares 728 $28.4K 0.01% +4 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 647 shares 647 $28.4K 0.01% new 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: 180 shares; 2024Q4: 195 shares; 2025Q1: 292 shares; 2025Q2: 798 shares; 2025Q3: 869 shares; 2025Q4: 1,032 shares; 2026Q1: 1,044 shares 1,044 $27.7K 0.01% +12 Timeline XLSR 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: 467 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $27K 0.01% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47 shares; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $27K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $26.5K 0.01% 0 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: 231 shares; 2024Q4: 227 shares; 2025Q1: 410 shares; 2025Q2: 611 shares; 2025Q3: 674 shares; 2025Q4: 457 shares; 2026Q1: 447 shares 447 $26.4K 0.01% -10 Timeline MIR MIRION TECHNOLOGIES INC More: the full row for MIRION 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: 1,093 shares; 2025Q3: 1,168 shares; 2025Q4: 1,404 shares; 2026Q1: 1,415 shares 1,415 $26.3K 0.01% +11 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 176 shares; 2025Q2: 218 shares; 2025Q3: 261 shares; 2025Q4: 309 shares; 2026Q1: 334 shares 334 $26.3K 0.01% +25 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: 77 shares; 2024Q4: 77 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 204 shares; 2025Q4: 409 shares; 2026Q1: 418 shares 418 $25.6K 0.01% +9 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: 553 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $25.5K 0.01% 0 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: 629 shares; 2024Q4: 588 shares; 2025Q1: 588 shares; 2025Q2: 588 shares; 2025Q3: 293 shares; 2025Q4: 268 shares; 2026Q1: 268 shares 268 $25.4K 0.01% 0 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 351 shares; 2025Q1: 351 shares; 2025Q2: 351 shares; 2025Q3: 408 shares; 2025Q4: 408 shares; 2026Q1: 408 shares 408 $25.4K 0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 516 shares; 2026Q1: 516 shares 516 $24.9K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $23.4K <0.01% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 205 shares; 2026Q1: 197 shares 197 $22.8K <0.01% -8 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $21.7K <0.01% 0 Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $21.4K <0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 125 shares; 2025Q1: 125 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $21.3K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $21.2K <0.01% new Timeline QGRW 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: not reported; 2025Q4: not reported; 2026Q1: 392 shares 392 $20.9K <0.01% new Timeline XSEP 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: 10,023 shares; 2024Q4: 8,840 shares; 2025Q1: 8,728 shares; 2025Q2: 1,660 shares; 2025Q3: 678 shares; 2025Q4: 569 shares; 2026Q1: 497 shares 497 $20.8K <0.01% -72 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 261 shares; 2026Q1: 285 shares 285 $20.5K <0.01% +24 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6 shares; 2024Q4: 75 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $20K <0.01% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: not reported; 2025Q1: 14 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15 shares 15 $19.8K <0.01% new Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 323 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 353 shares; 2025Q4: 353 shares; 2026Q1: 2,110 shares 2,110 $19.6K <0.01% +1,757 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,654 shares; 2025Q4: 2,300 shares; 2026Q1: 640 shares 640 $19.5K <0.01% -1,660 Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $19.5K <0.01% new 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: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 101 shares 101 $18.9K <0.01% new Timeline VSEC VSE CORP More: the full row for VSE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $18.4K <0.01% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 890 shares; 2025Q4: 1,520 shares; 2026Q1: 630 shares 630 $18.4K <0.01% -890 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62 shares 62 $18.2K <0.01% new Timeline TLH 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: 76 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 23 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $17.9K <0.01% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 150 shares 150 $17.6K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151 shares; 2025Q4: 151 shares; 2026Q1: 151 shares 151 $17.4K <0.01% 0 Timeline GOVT 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: 2,718 shares; 2024Q4: 2,629 shares; 2025Q1: 2,629 shares; 2025Q2: 2,629 shares; 2025Q3: 738 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $17K <0.01% 0 Timeline AAOI APPLIED OPTOELECTRONICS INC More: the full row for APPLIED OPTOELECTRONICS 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: 200 shares 200 $16.9K <0.01% new Timeline FPXE 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: 1,471 shares; 2025Q1: 526 shares; 2025Q2: 530 shares; 2025Q3: 530 shares; 2025Q4: 532 shares; 2026Q1: 532 shares 532 $16.6K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233 shares; 2024Q4: 161 shares; 2025Q1: 161 shares; 2025Q2: 161 shares; 2025Q3: 334 shares; 2025Q4: 483 shares; 2026Q1: 341 shares 341 $16.5K <0.01% -142 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 111 shares; 2025Q4: 614 shares; 2026Q1: 111 shares 111 $16.4K <0.01% -503 Timeline CNA CNA FINL CORP More: the full row for CNA FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 350 shares 350 $16.1K <0.01% new 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: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 5 shares; 2026Q1: 224 shares 224 $15.3K <0.01% +219 Timeline PSN PARSONS CORP DEL More: the full row for PARSONS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 281 shares; 2025Q2: 281 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 281 shares 281 $15.2K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE 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: 100 shares 100 $15K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75 shares 75 $14.8K <0.01% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS 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: 289 shares; 2026Q1: 389 shares 389 $14.6K <0.01% +100 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 1 shares; 2025Q1: 92 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 150 shares 150 $14.1K <0.01% new Timeline EWA 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: 1,609 shares; 2024Q4: 1,133 shares; 2025Q1: 410 shares; 2025Q2: 416 shares; 2025Q3: 478 shares; 2025Q4: 486 shares; 2026Q1: 486 shares 486 $13.5K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 172 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 175 shares 175 $13.2K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 51 shares 51 $12.9K <0.01% +24 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: 59 shares; 2024Q4: 61 shares; 2025Q1: 91 shares; 2025Q2: 277 shares; 2025Q3: 371 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $12.7K <0.01% 0 Timeline DTD 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: 114 shares; 2024Q4: 105 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 147 shares; 2025Q4: 147 shares; 2026Q1: 147 shares 147 $12.7K <0.01% 0 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS 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: 575 shares 575 $12.3K <0.01% new Timeline EVR EVERCORE INC More: the full row for EVERCORE 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: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $12.2K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 300 shares; 2025Q3: 300 shares; 2025Q4: 305 shares; 2026Q1: 300 shares 300 $12.2K <0.01% -5 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,329 shares; 2024Q4: 3,329 shares; 2025Q1: 3,329 shares; 2025Q2: 3,678 shares; 2025Q3: 3,678 shares; 2025Q4: 713 shares; 2026Q1: 460 shares 460 $11.9K <0.01% -253 Timeline NFTY FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 487 shares; 2025Q1: 167 shares; 2025Q2: 167 shares; 2025Q3: 224 shares; 2025Q4: 226 shares; 2026Q1: 228 shares 228 $11.7K <0.01% +2 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 194 shares; 2025Q1: 194 shares; 2025Q2: 194 shares; 2025Q3: 194 shares; 2025Q4: 194 shares; 2026Q1: 194 shares 194 $11.5K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to 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: 200 shares 200 $11.4K <0.01% new Timeline JNK 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: 37 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 119 shares 119 $11.4K <0.01% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS 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: 500 shares 500 $11.3K <0.01% new Timeline MDYG 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: 115 shares; 2026Q1: 115 shares 115 $11.1K <0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 5,031 shares; 2026Q1: 880 shares 880 $11K <0.01% -4,151 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111 shares; 2024Q4: 112 shares; 2025Q1: 113 shares; 2025Q2: 114 shares; 2025Q3: 115 shares; 2025Q4: 116 shares; 2026Q1: 117 shares 117 $10.6K <0.01% +1 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 180 shares 180 $10.4K <0.01% new Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA 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: 200 shares 200 $10.3K <0.01% new Timeline HDV 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: 75 shares; 2024Q4: 75 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 75 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $10.2K <0.01% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $10K <0.01% 0 Timeline DDWM 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: 230 shares; 2024Q4: 220 shares; 2025Q1: 222 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 222 shares; 2026Q1: 222 shares 222 $9.79K <0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY 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: 100 shares 100 $9.77K <0.01% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174 shares; 2025Q4: 336 shares; 2026Q1: 160 shares 160 $9.36K <0.01% -176 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares; 2026Q1: 185 shares 185 $9.26K <0.01% 0 Timeline AVRE 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $9.16K <0.01% 0 Timeline SLVP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244 shares 244 $8.65K <0.01% new Timeline IGEB 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: 710 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 187 shares; 2025Q4: 187 shares; 2026Q1: 187 shares 187 $8.43K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $8.25K <0.01% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 462 shares; 2025Q1: 84 shares; 2025Q2: 84 shares; 2025Q3: 88 shares; 2025Q4: 88 shares; 2026Q1: 88 shares 88 $8.06K <0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 172 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 154 shares; 2025Q4: 154 shares; 2026Q1: 154 shares 154 $8K <0.01% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 456 shares; 2025Q4: 712 shares; 2026Q1: 255 shares 255 $7.89K <0.01% -457 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 119 shares 119 $7.85K <0.01% -15 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 131 shares; 2026Q1: 100 shares 100 $7.62K <0.01% -31 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 426 shares; 2025Q4: 664 shares; 2026Q1: 226 shares 226 $7.45K <0.01% -438 Timeline DHS 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: 75 shares; 2024Q4: 69 shares; 2025Q1: 68 shares; 2025Q2: 68 shares; 2025Q3: 68 shares; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $7.43K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 75 shares; 2026Q1: 75 shares 75 $7.36K <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $7K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $6.57K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 2,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $6.38K <0.01% 0 Timeline MDYV 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: 74 shares; 2026Q1: 75 shares 75 $6.36K <0.01% +1 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 0 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares 85 $6.33K <0.01% new Timeline BUG 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: 200 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $6.28K <0.01% 0 Timeline SPMD 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: 103 shares; 2024Q4: 103 shares; 2025Q1: 103 shares; 2025Q2: 103 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $6.1K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 672 shares; 2025Q1: 289 shares; 2025Q2: 266 shares; 2025Q3: 243 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $6.07K <0.01% 0 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,360 shares; 2024Q4: 3,360 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $5.99K <0.01% 0 Timeline LNN LINDSAY CORP More: the full row for LINDSAY 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: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $5.99K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 275 shares; 2025Q1: 380 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $5.88K <0.01% 0 Timeline GWX 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: 153 shares; 2024Q4: 136 shares; 2025Q1: 136 shares; 2025Q2: 136 shares; 2025Q3: 136 shares; 2025Q4: 136 shares; 2026Q1: 136 shares 136 $5.74K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 134 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $5.7K <0.01% new Timeline SHYD 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: 241 shares; 2024Q4: 241 shares; 2025Q1: 241 shares; 2025Q2: 241 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $5.46K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 2,949 shares; 2025Q1: 3,002 shares; 2025Q2: 3,056 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares; 2026Q1: 1,063 shares 1,063 $5.42K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170 shares; 2024Q4: 171 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 207 shares; 2025Q4: 209 shares; 2026Q1: 211 shares 211 $5.37K <0.01% +2 Timeline SLYG 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: 55 shares; 2026Q1: 55 shares 55 $5.33K <0.01% 0 Timeline SLYV 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: 53 shares; 2026Q1: 54 shares 54 $5.07K <0.01% +1 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,005 shares; 2024Q4: 1,357 shares; 2025Q1: 2,993 shares; 2025Q2: 215 shares; 2025Q3: 217 shares; 2025Q4: 2,864 shares; 2026Q1: 422 shares 422 $4.87K <0.01% -2,442 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: 250 shares; 2024Q4: 250 shares; 2025Q1: 50 shares; 2025Q2: 104 shares; 2025Q3: 150 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $4.82K <0.01% 0 Timeline SPIB 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: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $4.8K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 40 shares 40 $4.57K <0.01% 0 Timeline FMB 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: 86 shares; 2024Q4: 86 shares; 2025Q1: 86 shares; 2025Q2: 86 shares; 2025Q3: 86 shares; 2025Q4: 86 shares; 2026Q1: 86 shares 86 $4.36K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 189 shares; 2025Q2: 189 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 68 shares 68 $4.16K <0.01% -139 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116 $4.09K <0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30 shares 30 $4.08K <0.01% new Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY 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: 126 shares 126 $4.02K <0.01% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44 shares 44 $4.01K <0.01% new Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares 32 $3.97K <0.01% new Timeline DEM 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: 78 shares; 2024Q4: 74 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $3.93K <0.01% 0 Timeline DGS 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: 65 shares; 2024Q4: 61 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $3.91K <0.01% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 34 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $3.9K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 100 shares; 2025Q4: not reported; 2026Q1: 28 shares 28 $3.88K <0.01% new Timeline TECB 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: 112 shares; 2025Q4: 180 shares; 2026Q1: 68 shares 68 $3.78K <0.01% -112 Timeline DES 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: 98 shares; 2024Q4: 95 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $3.7K <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 711 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 711 shares; 2026Q1: 711 shares 711 $3.63K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 178 shares; 2025Q1: 174 shares; 2025Q2: 174 shares; 2025Q3: 210 shares; 2025Q4: 210 shares; 2026Q1: 210 shares 210 $3.6K <0.01% 0 Timeline FUMB 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: 179 shares; 2024Q4: 179 shares; 2025Q1: 179 shares; 2025Q2: 179 shares; 2025Q3: 179 shares; 2025Q4: 179 shares; 2026Q1: 179 shares 179 $3.59K <0.01% 0 Timeline DLS 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: 50 shares; 2024Q4: 48 shares; 2025Q1: 51 shares; 2025Q2: 51 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $3.59K <0.01% 0 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: 176 shares; 2024Q4: 1 shares; 2025Q1: 82 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $3.41K <0.01% 0 Timeline DON 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: 68 shares; 2024Q4: 63 shares; 2025Q1: 62 shares; 2025Q2: 62 shares; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 64 shares 64 $3.36K <0.01% 0 Timeline NICE NICE LTD More: the full row for NICE 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: 30 shares; 2026Q1: 30 shares 30 $3.31K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 9 shares; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $3.26K <0.01% 0 Timeline TIGR UP FINTECH HLDG LTD More: the full row for UP FINTECH HLDG 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: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $3.15K <0.01% 0 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 158 shares; 2025Q1: 158 shares; 2025Q2: 158 shares; 2025Q3: 158 shares; 2025Q4: 158 shares; 2026Q1: 158 shares 158 $2.89K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS 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: 14 shares; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $2.86K <0.01% 0 Timeline AVLC 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: 36 shares; 2026Q1: 36 shares 36 $2.83K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $2.79K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120 shares; 2024Q4: 120 shares; 2025Q1: 120 shares; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 120 shares 120 $2.77K <0.01% 0 Timeline EMHC 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: 87 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $2.48K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $2.43K <0.01% 0 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32 shares; 2026Q1: 32 shares 32 $2.42K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53 shares; 2024Q4: 54 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: 60 shares 60 $2.41K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28 shares; 2024Q4: 24 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $2.35K <0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104 shares; 2024Q4: 111 shares; 2025Q1: 111 shares; 2025Q2: 111 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $2.31K <0.01% 0 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: 48 shares; 2024Q4: 16 shares; 2025Q1: 23 shares; 2025Q2: 8 shares; 2025Q3: 5 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $2.31K <0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $2.27K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,703 shares; 2026Q1: 200 shares 200 $2.22K <0.01% -2,503 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: 40 shares; 2025Q3: 40 shares; 2025Q4: 87 shares; 2026Q1: 87 shares 87 $2.08K <0.01% 0 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: 24 shares 24 $1.86K <0.01% 0 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES 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: 200 shares 200 $1.8K <0.01% new Timeline DNOW DNOW INC More: the full row for DNOW 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: 150 shares 150 $1.79K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25 shares 25 $1.77K <0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43 shares; 2024Q4: 43 shares; 2025Q1: 43 shares; 2025Q2: 43 shares; 2025Q3: 43 shares; 2025Q4: 90 shares; 2026Q1: 91 shares 91 $1.74K <0.01% +1 Timeline FISR 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: 410 shares; 2024Q4: 59 shares; 2025Q1: 59 shares; 2025Q2: 59 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $1.67K <0.01% 0 Timeline PFFD 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: 76 shares; 2024Q4: 70 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 82 shares; 2025Q4: 82 shares; 2026Q1: 82 shares 82 $1.51K <0.01% 0 Timeline PSLV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $1.46K <0.01% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106 shares; 2024Q4: 200 shares; 2025Q1: 283 shares; 2025Q2: 456 shares; 2025Q3: 1 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $1.45K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 0 shares; 2025Q1: 75 shares; 2025Q2: 75 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 5 shares 5 $1.4K <0.01% +3 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: not reported; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 25 shares; 2025Q3: 525 shares; 2025Q4: 25 shares; 2026Q1: 25 shares 25 $1.32K <0.01% 0 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: 251 shares; 2024Q4: 251 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $1.15K <0.01% 0 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: not reported; 2025Q4: 6 shares; 2026Q1: 9 shares 9 $1.08K <0.01% +3 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27 shares; 2024Q4: 27 shares; 2025Q1: 27 shares; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $974 <0.01% 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: not reported; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $884 <0.01% 0 Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 348 shares; 2025Q2: 348 shares; 2025Q3: 348 shares; 2025Q4: 353 shares; 2026Q1: 348 shares 348 $870 <0.01% -5 Timeline LEU CENTRUS ENERGY CORP More: the full row for CENTRUS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 5 shares 5 $868 <0.01% +2 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS 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: 100 shares; 2026Q1: 100 shares 100 $845 <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15 shares; 2024Q4: 15 shares; 2025Q1: 2 shares; 2025Q2: 20 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $781 <0.01% 0 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 50 shares 50 $757 <0.01% new Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34 shares; 2024Q4: 35 shares; 2025Q1: 34 shares; 2025Q2: 34 shares; 2025Q3: 34 shares; 2025Q4: 34 shares; 2026Q1: 34 shares 34 $735 <0.01% 0 Timeline