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: 40,026 shares; 2024Q4: 42,457 shares; 2025Q1: 44,313 shares; 2025Q2: 44,799 shares; 2025Q3: 47,496 shares; 2025Q4: 49,967 shares; 2026Q1: 51,650 shares 51,650 $10.1M 3.75% +1,683 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: 19,125 shares; 2024Q4: 20,139 shares; 2025Q1: 20,773 shares; 2025Q2: 21,259 shares; 2025Q3: 21,895 shares; 2025Q4: 22,083 shares; 2026Q1: 22,987 shares 22,987 $10M 3.71% +904 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: 33,684 shares; 2024Q4: 33,975 shares; 2025Q1: 33,197 shares; 2025Q2: 40,023 shares; 2025Q3: 39,315 shares; 2025Q4: 38,650 shares; 2026Q1: 39,130 shares 39,130 $9.93M 3.67% +480 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,972 shares; 2024Q4: 87,529 shares; 2025Q1: 91,179 shares; 2025Q2: 95,097 shares; 2025Q3: 97,992 shares; 2025Q4: 102,470 shares; 2026Q1: 105,691 shares 105,691 $8.15M 3.01% +3,221 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: 63,924 shares; 2024Q4: 69,229 shares; 2025Q1: 71,821 shares; 2025Q2: 76,520 shares; 2025Q3: 79,599 shares; 2025Q4: 85,894 shares; 2026Q1: 88,271 shares 88,271 $5.23M 1.93% +2,377 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: 18,150 shares; 2024Q4: 17,613 shares; 2025Q1: 17,418 shares; 2025Q2: 16,468 shares; 2025Q3: 16,335 shares; 2025Q4: 15,986 shares; 2026Q1: 17,201 shares 17,201 $5.06M 1.87% +1,215 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: 12,085 shares; 2024Q4: 12,083 shares; 2025Q1: 12,216 shares; 2025Q2: 13,658 shares; 2025Q3: 13,545 shares; 2025Q4: 13,402 shares; 2026Q1: 13,659 shares 13,659 $5.06M 1.87% +257 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,204 shares; 2024Q4: 194,754 shares; 2025Q1: 227,404 shares; 2025Q2: 86,784 shares; 2025Q3: 77,934 shares; 2025Q4: 65,934 shares; 2026Q1: 67,954 shares 67,954 $4.79M 1.77% +2,020 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,253 shares; 2024Q4: 50,253 shares; 2025Q1: 51,253 shares; 2025Q2: 35,853 shares; 2025Q3: 37,353 shares; 2025Q4: 37,353 shares; 2026Q1: 29,853 shares 29,853 $4.34M 1.61% -7,500 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: 13,801 shares; 2024Q4: 13,692 shares; 2025Q1: 13,987 shares; 2025Q2: 20,019 shares; 2025Q3: 19,859 shares; 2025Q4: 19,321 shares; 2026Q1: 24,633 shares 24,633 $4.3M 1.59% +5,312 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: 3,218 shares; 2024Q4: 3,184 shares; 2025Q1: 3,164 shares; 2025Q2: 3,365 shares; 2025Q3: 3,651 shares; 2025Q4: 17,623 shares; 2026Q1: 17,594 shares 17,594 $3.98M 1.47% -29 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: 26,651 shares; 2024Q4: 26,926 shares; 2025Q1: 26,636 shares; 2025Q2: 30,390 shares; 2025Q3: 31,166 shares; 2025Q4: 30,206 shares; 2026Q1: 29,768 shares 29,768 $3.7M 1.37% -438 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,943 shares; 2024Q4: 50,260 shares; 2025Q1: 55,423 shares; 2025Q2: 63,074 shares; 2025Q3: 63,930 shares; 2025Q4: 63,424 shares; 2026Q1: 64,787 shares 64,787 $3.67M 1.36% +1,363 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: 43,518 shares; 2024Q4: 42,216 shares; 2025Q1: 42,240 shares; 2025Q2: 39,518 shares; 2025Q3: 39,344 shares; 2025Q4: 82,572 shares; 2026Q1: 144,353 shares 144,353 $3.26M 1.2% +61,781 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,972 shares; 2024Q4: 109,417 shares; 2025Q1: 119,767 shares; 2025Q2: 100,717 shares; 2025Q3: 77,242 shares; 2025Q4: 59,292 shares; 2026Q1: 60,022 shares 60,022 $3.19M 1.18% +730 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,405 shares; 2024Q4: 11,526 shares; 2025Q1: 11,526 shares; 2025Q2: 10,406 shares; 2025Q3: 10,107 shares; 2025Q4: 10,167 shares; 2026Q1: 9,357 shares 9,357 $3.16M 1.17% -810 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,700 shares; 2024Q4: 16,700 shares; 2025Q1: 20,400 shares; 2025Q2: 18,300 shares; 2025Q3: 17,800 shares; 2025Q4: 15,600 shares; 2026Q1: 14,300 shares 14,300 $3.1M 1.15% -1,300 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: 15,507 shares; 2024Q4: 15,202 shares; 2025Q1: 15,388 shares; 2025Q2: 11,792 shares; 2025Q3: 12,461 shares; 2025Q4: 12,564 shares; 2026Q1: 12,667 shares 12,667 $3.1M 1.14% +103 Timeline RDW REDWIRE CORPORATION More: the full row for REDWIRE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 223,303 shares; 2025Q3: 327,900 shares; 2025Q4: 342,750 shares; 2026Q1: 360,050 shares 360,050 $3.06M 1.13% +17,300 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: 16,509 shares; 2024Q4: 16,212 shares; 2025Q1: 15,015 shares; 2025Q2: 14,557 shares; 2025Q3: 14,378 shares; 2025Q4: 14,380 shares; 2026Q1: 14,864 shares 14,864 $2.87M 1.06% +484 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,365 shares; 2024Q4: 5,365 shares; 2025Q1: 5,365 shares; 2025Q2: 5,066 shares; 2025Q3: 5,073 shares; 2025Q4: 5,073 shares; 2026Q1: 5,021 shares 5,021 $2.76M 1.02% -52 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: 3,646 shares; 2024Q4: 3,693 shares; 2025Q1: 3,688 shares; 2025Q2: 9,458 shares; 2025Q3: 8,717 shares; 2025Q4: 8,765 shares; 2026Q1: 8,787 shares 8,787 $2.72M 1.01% +22 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: 22,804 shares; 2024Q4: 22,464 shares; 2025Q1: 22,643 shares; 2025Q2: 24,304 shares; 2025Q3: 23,821 shares; 2025Q4: 23,639 shares; 2026Q1: 23,424 shares 23,424 $2.69M 1% -215 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: 9,085 shares; 2024Q4: 9,266 shares; 2025Q1: 9,325 shares; 2025Q2: 11,434 shares; 2025Q3: 11,463 shares; 2025Q4: 11,672 shares; 2026Q1: 12,906 shares 12,906 $2.69M 0.99% +1,234 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: 22,473 shares; 2024Q4: 22,179 shares; 2025Q1: 22,185 shares; 2025Q2: 26,241 shares; 2025Q3: 27,595 shares; 2025Q4: 33,076 shares; 2026Q1: 33,073 shares 33,073 $2.57M 0.95% -3 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,873 shares; 2024Q4: 2,939 shares; 2025Q1: 2,939 shares; 2025Q2: 3,836 shares; 2025Q3: 3,831 shares; 2025Q4: 3,920 shares; 2026Q1: 3,921 shares 3,921 $2.55M 0.94% +1 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: 12,278 shares; 2024Q4: 12,508 shares; 2025Q1: 12,333 shares; 2025Q2: 11,800 shares; 2025Q3: 11,805 shares; 2025Q4: 11,751 shares; 2026Q1: 11,657 shares 11,657 $2.54M 0.94% -94 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,129 shares; 2024Q4: 4,088 shares; 2025Q1: 4,154 shares; 2025Q2: 4,604 shares; 2025Q3: 4,584 shares; 2025Q4: 4,724 shares; 2026Q1: 7,600 shares 7,600 $2.5M 0.92% +2,876 Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,413 shares; 2024Q4: 22,469 shares; 2025Q1: 22,526 shares; 2025Q2: 22,514 shares; 2025Q3: 104,547 shares; 2025Q4: 89,926 shares; 2026Q1: 81,026 shares 81,026 $2.37M 0.88% -8,900 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,162 shares; 2024Q4: 12,527 shares; 2025Q1: 15,713 shares; 2025Q2: 17,201 shares; 2025Q3: 18,871 shares; 2025Q4: 21,968 shares; 2026Q1: 23,541 shares 23,541 $2.34M 0.86% +1,573 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: 47,686 shares; 2024Q4: 46,853 shares; 2025Q1: 47,145 shares; 2025Q2: 47,171 shares; 2025Q3: 46,947 shares; 2025Q4: 46,945 shares; 2026Q1: 47,364 shares 47,364 $2.31M 0.85% +419 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,347 shares; 2024Q4: 101,250 shares; 2025Q1: 86,857 shares; 2025Q2: 85,863 shares; 2025Q3: 98,367 shares; 2025Q4: 98,371 shares; 2026Q1: 92,007 shares 92,007 $2.29M 0.85% -6,364 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,978 shares; 2024Q4: 20,778 shares; 2025Q1: 16,679 shares; 2025Q2: 16,579 shares; 2025Q3: 36,115 shares; 2025Q4: 25,465 shares; 2026Q1: 25,690 shares 25,690 $2.1M 0.78% +225 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: 7,240 shares; 2024Q4: 7,226 shares; 2025Q1: 7,247 shares; 2025Q2: 8,749 shares; 2025Q3: 8,604 shares; 2025Q4: 8,562 shares; 2026Q1: 12,280 shares 12,280 $2.08M 0.77% +3,718 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: 8,808 shares; 2024Q4: 9,005 shares; 2025Q1: 8,895 shares; 2025Q2: 9,448 shares; 2025Q3: 9,943 shares; 2025Q4: 9,774 shares; 2026Q1: 9,987 shares 9,987 $2.07M 0.76% +213 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: 19,119 shares; 2024Q4: 15,732 shares; 2025Q1: 15,659 shares; 2025Q2: 13,964 shares; 2025Q3: 15,815 shares; 2025Q4: 13,521 shares; 2026Q1: 15,609 shares 15,609 $2.06M 0.76% +2,088 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,875 shares; 2024Q4: 72,040 shares; 2025Q1: 74,632 shares; 2025Q2: 77,636 shares; 2025Q3: 82,936 shares; 2025Q4: 85,323 shares; 2026Q1: 86,962 shares 86,962 $2.06M 0.76% +1,639 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: 29,300 shares; 2025Q2: 63,800 shares; 2025Q3: 65,800 shares; 2025Q4: 73,650 shares; 2026Q1: 103,650 shares 103,650 $1.93M 0.71% +30,000 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: 2,758 shares; 2024Q4: 2,958 shares; 2025Q1: 2,879 shares; 2025Q2: 12,487 shares; 2025Q3: 12,835 shares; 2025Q4: 6,649 shares; 2026Q1: 6,675 shares 6,675 $1.92M 0.71% +26 Timeline NNBR NN INC More: the full row for NN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213,362 shares; 2024Q4: 1,243,137 shares; 2025Q1: 1,249,380 shares; 2025Q2: 1,247,380 shares; 2025Q3: 1,276,878 shares; 2025Q4: 1,221,363 shares; 2026Q1: 1,311,363 shares 1,311,363 $1.9M 0.7% +90,000 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: 3,523 shares; 2024Q4: 3,523 shares; 2025Q1: 3,518 shares; 2025Q2: 3,704 shares; 2025Q3: 3,681 shares; 2025Q4: 3,847 shares; 2026Q1: 3,884 shares 3,884 $1.86M 0.69% +37 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,073 shares; 2024Q4: 199,502 shares; 2025Q1: 105,917 shares; 2025Q2: 85,240 shares; 2025Q3: 83,020 shares; 2025Q4: 85,841 shares; 2026Q1: 87,361 shares 87,361 $1.81M 0.67% +1,520 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: 836 shares; 2024Q4: 836 shares; 2025Q1: 836 shares; 2025Q2: 1,638 shares; 2025Q3: 2,328 shares; 2025Q4: 2,453 shares; 2026Q1: 3,124 shares 3,124 $1.8M 0.67% +671 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,100 shares; 2024Q4: 201,500 shares; 2025Q1: 254,200 shares; 2025Q2: 111,000 shares; 2025Q3: 95,000 shares; 2025Q4: 84,500 shares; 2026Q1: 75,300 shares 75,300 $1.79M 0.66% -9,200 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 11,000 shares; 2025Q1: 13,000 shares; 2025Q2: 13,000 shares; 2025Q3: 12,000 shares; 2025Q4: 107,350 shares; 2026Q1: 112,200 shares 112,200 $1.79M 0.66% +4,850 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: 14,325 shares; 2024Q4: 14,354 shares; 2025Q1: 14,382 shares; 2025Q2: 14,811 shares; 2025Q3: 14,826 shares; 2025Q4: 14,579 shares; 2026Q1: 18,338 shares 18,338 $1.77M 0.65% +3,759 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: 13,878 shares; 2024Q4: 14,912 shares; 2025Q1: 15,023 shares; 2025Q2: 14,438 shares; 2025Q3: 14,819 shares; 2025Q4: 14,425 shares; 2026Q1: 14,468 shares 14,468 $1.74M 0.64% +43 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,775 shares; 2024Q4: 14,300 shares; 2025Q1: 15,050 shares; 2025Q2: 15,990 shares; 2025Q3: 16,015 shares; 2025Q4: 15,815 shares; 2026Q1: 15,550 shares 15,550 $1.73M 0.64% -265 Timeline RLY 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: 28,811 shares; 2024Q4: 32,909 shares; 2025Q1: 37,428 shares; 2025Q2: 39,715 shares; 2025Q3: 41,901 shares; 2025Q4: 45,874 shares; 2026Q1: 47,586 shares 47,586 $1.72M 0.64% +1,712 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,137 shares; 2024Q4: 20,540 shares; 2025Q1: 20,543 shares; 2025Q2: 33,846 shares; 2025Q3: 30,249 shares; 2025Q4: 30,252 shares; 2026Q1: 48,304 shares 48,304 $1.71M 0.63% +18,052 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 11,400 shares; 2025Q1: 12,745 shares; 2025Q2: 9,720 shares; 2025Q3: 6,820 shares; 2025Q4: 6,420 shares; 2026Q1: 6,420 shares 6,420 $1.7M 0.63% 0 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: 258 shares; 2024Q4: 432 shares; 2025Q1: 580 shares; 2025Q2: 1,693 shares; 2025Q3: 1,693 shares; 2025Q4: 1,709 shares; 2026Q1: 1,709 shares 1,709 $1.7M 0.63% 0 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: 6,284 shares; 2024Q4: 6,236 shares; 2025Q1: 6,238 shares; 2025Q2: 6,972 shares; 2025Q3: 6,974 shares; 2025Q4: 7,037 shares; 2026Q1: 6,901 shares 6,901 $1.67M 0.62% -136 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,173 shares; 2025Q1: 63,314 shares; 2025Q2: 53,680 shares; 2025Q3: 25,597 shares; 2025Q4: 21,555 shares; 2026Q1: 14,016 shares 14,016 $1.65M 0.61% -7,539 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,100 shares; 2024Q4: 174,850 shares; 2025Q1: 266,336 shares; 2025Q2: 259,836 shares; 2025Q3: 364,000 shares; 2025Q4: 287,450 shares; 2026Q1: 311,600 shares 311,600 $1.61M 0.6% +24,150 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,140 shares; 2024Q4: 337,028 shares; 2025Q1: 437,028 shares; 2025Q2: 437,028 shares; 2025Q3: 461,028 shares; 2025Q4: 494,428 shares; 2026Q1: 496,028 shares 496,028 $1.6M 0.59% +1,600 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,931 shares; 2024Q4: 59,931 shares; 2025Q1: 91,381 shares; 2025Q2: 98,381 shares; 2025Q3: 152,152 shares; 2025Q4: 70,284 shares; 2026Q1: 80,717 shares 80,717 $1.55M 0.57% +10,433 Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,599 shares; 2024Q4: 289,902 shares; 2025Q1: 297,782 shares; 2025Q2: 315,611 shares; 2025Q3: 317,169 shares; 2025Q4: 338,147 shares; 2026Q1: 336,838 shares 336,838 $1.54M 0.57% -1,309 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,805 shares; 2024Q4: 95,891 shares; 2025Q1: 100,386 shares; 2025Q2: 94,194 shares; 2025Q3: 80,475 shares; 2025Q4: 50,569 shares; 2026Q1: 48,832 shares 48,832 $1.5M 0.55% -1,737 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 15,995 shares; 2026Q1: 33,530 shares 33,530 $1.47M 0.54% +17,535 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: 66,750 shares; 2024Q4: 74,400 shares; 2025Q1: 80,275 shares; 2025Q2: 85,150 shares; 2025Q3: 91,975 shares; 2025Q4: 83,825 shares; 2026Q1: 83,725 shares 83,725 $1.44M 0.53% -100 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,613 shares; 2024Q4: 63,213 shares; 2025Q1: 67,288 shares; 2025Q2: 74,038 shares; 2025Q3: 75,288 shares; 2025Q4: 75,888 shares; 2026Q1: 79,038 shares 79,038 $1.42M 0.53% +3,150 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: 18,210 shares; 2024Q4: 17,412 shares; 2025Q1: 17,220 shares; 2025Q2: 15,127 shares; 2025Q3: 15,902 shares; 2025Q4: 19,209 shares; 2026Q1: 20,192 shares 20,192 $1.34M 0.5% +983 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,743 shares; 2024Q4: 12,746 shares; 2025Q1: 12,750 shares; 2025Q2: 12,768 shares; 2025Q3: 18,550 shares; 2025Q4: 29,288 shares; 2026Q1: 29,292 shares 29,292 $1.34M 0.5% +4 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,233 shares; 2024Q4: 1,277 shares; 2025Q1: 1,844 shares; 2025Q2: 1,849 shares; 2025Q3: 1,885 shares; 2025Q4: 1,920 shares; 2026Q1: 1,991 shares 1,991 $1.3M 0.48% +71 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,206 shares; 2024Q4: 7,907 shares; 2025Q1: 6,608 shares; 2025Q2: 11,108 shares; 2025Q3: 13,255 shares; 2025Q4: 12,806 shares; 2026Q1: 12,831 shares 12,831 $1.27M 0.47% +25 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,559 shares; 2024Q4: 15,469 shares; 2025Q1: 17,352 shares; 2025Q2: 16,833 shares; 2025Q3: 16,710 shares; 2025Q4: 16,717 shares; 2026Q1: 16,726 shares 16,726 $1.25M 0.46% +9 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: 61,194 shares; 2024Q4: 40,557 shares; 2025Q1: 39,430 shares; 2025Q2: 38,687 shares; 2025Q3: 39,136 shares; 2025Q4: 40,961 shares; 2026Q1: 44,045 shares 44,045 $1.24M 0.46% +3,084 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: 680 shares; 2024Q4: 687 shares; 2025Q1: 687 shares; 2025Q2: 1,031 shares; 2025Q3: 1,029 shares; 2025Q4: 10,115 shares; 2026Q1: 12,504 shares 12,504 $1.2M 0.44% +2,389 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: 3,928 shares; 2024Q4: 3,930 shares; 2025Q1: 3,805 shares; 2025Q2: 4,889 shares; 2025Q3: 4,170 shares; 2025Q4: 3,930 shares; 2026Q1: 4,155 shares 4,155 $1.19M 0.44% +225 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: 12,295 shares; 2024Q4: 12,243 shares; 2025Q1: 12,275 shares; 2025Q2: 11,781 shares; 2025Q3: 11,787 shares; 2025Q4: 11,800 shares; 2026Q1: 15,007 shares 15,007 $1.14M 0.42% +3,207 Timeline CTOS CUSTOM TRUCK ONE SOURCE INC More: the full row for CUSTOM TRUCK ONE SOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,800 shares; 2024Q4: 97,800 shares; 2025Q1: 110,300 shares; 2025Q2: 120,300 shares; 2025Q3: 167,400 shares; 2025Q4: 173,200 shares; 2026Q1: 171,200 shares 171,200 $1.12M 0.42% -2,000 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,170 shares; 2024Q4: 1,190 shares; 2025Q1: 990 shares; 2025Q2: 1,211 shares; 2025Q3: 1,200 shares; 2025Q4: 1,202 shares; 2026Q1: 1,215 shares 1,215 $1.12M 0.41% +13 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,232 shares; 2025Q3: 30,259 shares; 2025Q4: 51,285 shares; 2026Q1: 55,413 shares 55,413 $1.11M 0.41% +4,128 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: 7,332 shares; 2024Q4: 7,221 shares; 2025Q1: 7,296 shares; 2025Q2: 7,841 shares; 2025Q3: 7,278 shares; 2025Q4: 7,469 shares; 2026Q1: 7,568 shares 7,568 $1.09M 0.4% +99 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 7,172 shares; 2025Q1: 7,180 shares; 2025Q2: 10,034 shares; 2025Q3: 12,098 shares; 2025Q4: 11,600 shares; 2026Q1: 11,602 shares 11,602 $1.08M 0.4% +2 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,725 shares; 2024Q4: 44,329 shares; 2025Q1: 41,775 shares; 2025Q2: 66,191 shares; 2025Q3: 64,706 shares; 2025Q4: 64,473 shares; 2026Q1: 62,490 shares 62,490 $1.08M 0.4% -1,983 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: 14,610 shares; 2024Q4: 14,659 shares; 2025Q1: 18,399 shares; 2025Q2: 20,610 shares; 2025Q3: 20,665 shares; 2025Q4: 20,720 shares; 2026Q1: 20,774 shares 20,774 $955K 0.35% +54 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,079 shares; 2025Q1: 1,038 shares; 2025Q2: 1,038 shares; 2025Q3: 1,042 shares; 2025Q4: 1,324 shares; 2026Q1: 1,324 shares 1,324 $938K 0.35% 0 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 15,000 shares; 2025Q4: 30,350 shares; 2026Q1: 25,725 shares 25,725 $929K 0.34% -4,625 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,475 shares; 2024Q4: 19,507 shares; 2025Q1: 21,471 shares; 2025Q2: 22,735 shares; 2025Q3: 21,007 shares; 2025Q4: 20,570 shares; 2026Q1: 20,236 shares 20,236 $923K 0.34% -334 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,769 shares; 2024Q4: 12,199 shares; 2025Q1: 12,229 shares; 2025Q2: 12,541 shares; 2025Q3: 13,663 shares; 2025Q4: 15,823 shares; 2026Q1: 18,090 shares 18,090 $922K 0.34% +2,267 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,313 shares; 2024Q4: 19,070 shares; 2025Q1: 20,070 shares; 2025Q2: 23,070 shares; 2025Q3: 23,270 shares; 2025Q4: 22,270 shares; 2026Q1: 23,986 shares 23,986 $908K 0.34% +1,716 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: 103,325 shares; 2024Q4: 38,725 shares; 2025Q1: 34,725 shares; 2025Q2: 37,725 shares; 2025Q3: 32,725 shares; 2025Q4: 59,425 shares; 2026Q1: 105,325 shares 105,325 $890K 0.33% +45,900 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: 5,175 shares; 2024Q4: 5,050 shares; 2025Q1: 5,050 shares; 2025Q2: 6,055 shares; 2025Q3: 6,055 shares; 2025Q4: 5,805 shares; 2026Q1: 5,805 shares 5,805 $860K 0.32% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,781 shares; 2024Q4: 4,682 shares; 2025Q1: 4,683 shares; 2025Q2: 4,439 shares; 2025Q3: 4,440 shares; 2025Q4: 4,441 shares; 2026Q1: 4,441 shares 4,441 $846K 0.31% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,942 shares; 2024Q4: 4,844 shares; 2025Q1: 4,846 shares; 2025Q2: 4,932 shares; 2025Q3: 4,894 shares; 2025Q4: 4,976 shares; 2026Q1: 4,933 shares 4,933 $812K 0.3% -43 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: 5,532 shares; 2024Q4: 5,957 shares; 2025Q1: 5,858 shares; 2025Q2: 5,059 shares; 2025Q3: 5,005 shares; 2025Q4: 5,405 shares; 2026Q1: 5,381 shares 5,381 $792K 0.29% -24 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: 1,212 shares; 2024Q4: 1,177 shares; 2025Q1: 1,104 shares; 2025Q2: 1,205 shares; 2025Q3: 1,213 shares; 2025Q4: 1,294 shares; 2026Q1: 1,375 shares 1,375 $787K 0.29% +81 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,021 shares; 2024Q4: 4,520 shares; 2025Q1: 4,380 shares; 2025Q2: 4,369 shares; 2025Q3: 3,710 shares; 2025Q4: 3,945 shares; 2026Q1: 4,074 shares 4,074 $782K 0.29% +129 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,540 shares; 2025Q1: 2,541 shares; 2025Q2: 2,050 shares; 2025Q3: 2,051 shares; 2025Q4: 2,052 shares; 2026Q1: 2,137 shares 2,137 $764K 0.28% +85 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,457 shares; 2024Q4: 5,459 shares; 2025Q1: 5,461 shares; 2025Q2: 5,313 shares; 2025Q3: 5,315 shares; 2025Q4: 5,267 shares; 2026Q1: 5,829 shares 5,829 $763K 0.28% +562 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: 2,516 shares; 2024Q4: 2,516 shares; 2025Q1: 2,516 shares; 2025Q2: 2,638 shares; 2025Q3: 2,638 shares; 2025Q4: 2,638 shares; 2026Q1: 2,658 shares 2,658 $754K 0.28% +20 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,021 shares; 2024Q4: 8,075 shares; 2025Q1: 8,360 shares; 2025Q2: 10,916 shares; 2025Q3: 12,243 shares; 2025Q4: 13,170 shares; 2026Q1: 14,717 shares 14,717 $739K 0.27% +1,547 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,533 shares; 2024Q4: 14,648 shares; 2025Q1: 13,457 shares; 2025Q2: 9,356 shares; 2025Q3: 9,403 shares; 2025Q4: 9,552 shares; 2026Q1: 9,966 shares 9,966 $725K 0.27% +414 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,750 shares 26,750 $709K 0.26% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,079 shares; 2024Q4: 4,316 shares; 2025Q1: 4,351 shares; 2025Q2: 6,760 shares; 2025Q3: 7,094 shares; 2025Q4: 9,629 shares; 2026Q1: 11,129 shares 11,129 $688K 0.25% +1,500 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,550 shares; 2025Q1: 7,550 shares; 2025Q2: 7,050 shares; 2025Q3: 12,350 shares; 2025Q4: 10,900 shares; 2026Q1: 10,900 shares 10,900 $675K 0.25% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809 shares; 2024Q4: 785 shares; 2025Q1: 805 shares; 2025Q2: 806 shares; 2025Q3: 772 shares; 2025Q4: 772 shares; 2026Q1: 777 shares 777 $657K 0.24% +5 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,983 shares; 2025Q3: 7,108 shares; 2025Q4: 9,450 shares; 2026Q1: 13,170 shares 13,170 $652K 0.24% +3,720 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: 875 shares; 2024Q4: 875 shares; 2025Q1: 875 shares; 2025Q2: 775 shares; 2025Q3: 3,087 shares; 2025Q4: 4,662 shares; 2026Q1: 3,256 shares 3,256 $648K 0.24% -1,406 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: 1,751 shares; 2024Q4: 1,800 shares; 2025Q1: 1,727 shares; 2025Q2: 2,733 shares; 2025Q3: 2,809 shares; 2025Q4: 2,809 shares; 2026Q1: 2,937 shares 2,937 $642K 0.24% +128 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 761 shares; 2024Q4: 778 shares; 2025Q1: 782 shares; 2025Q2: 2,178 shares; 2025Q3: 2,146 shares; 2025Q4: 2,147 shares; 2026Q1: 2,111 shares 2,111 $638K 0.24% -36 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: 3,154 shares; 2024Q4: 3,104 shares; 2025Q1: 3,104 shares; 2025Q2: 3,044 shares; 2025Q3: 3,033 shares; 2025Q4: 2,890 shares; 2026Q1: 2,950 shares 2,950 $637K 0.24% +60 Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,244 shares 2,244 $629K 0.23% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 2,788 shares; 2025Q1: 2,788 shares; 2025Q2: 2,788 shares; 2025Q3: 2,803 shares; 2025Q4: 2,494 shares; 2026Q1: 3,712 shares 3,712 $614K 0.23% +1,218 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,780 shares; 2024Q4: 4,488 shares; 2025Q1: 3,998 shares; 2025Q2: 4,309 shares; 2025Q3: 4,316 shares; 2025Q4: 4,025 shares; 2026Q1: 4,032 shares 4,032 $594K 0.22% +7 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 11,905 shares; 2026Q1: 23,997 shares 23,997 $586K 0.22% +12,092 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334,768 shares; 2024Q4: 223,195 shares; 2025Q1: 216,030 shares; 2025Q2: 214,298 shares; 2025Q3: 180,370 shares; 2025Q4: 126,111 shares; 2026Q1: 109,111 shares 109,111 $586K 0.22% -17,000 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: 2,641 shares; 2024Q4: 2,874 shares; 2025Q1: not reported; 2025Q2: 2,864 shares; 2025Q3: 2,964 shares; 2025Q4: 2,824 shares; 2026Q1: 2,840 shares 2,840 $578K 0.21% +16 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: 3,840 shares; 2024Q4: 3,790 shares; 2025Q1: 3,352 shares; 2025Q2: 3,393 shares; 2025Q3: 3,395 shares; 2025Q4: 3,395 shares; 2026Q1: 3,658 shares 3,658 $568K 0.21% +263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,501 shares; 2025Q3: 20,502 shares; 2025Q4: 22,603 shares; 2026Q1: 22,605 shares 22,605 $538K 0.2% +2 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: 7,434 shares; 2024Q4: 9,213 shares; 2025Q1: 11,006 shares; 2025Q2: 11,287 shares; 2025Q3: 11,319 shares; 2025Q4: 10,192 shares; 2026Q1: 10,225 shares 10,225 $538K 0.2% +33 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,803 shares; 2025Q1: 1,703 shares; 2025Q2: 1,503 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares 1,504 $536K 0.2% 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: 627 shares; 2025Q1: not reported; 2025Q2: 602 shares; 2025Q3: 610 shares; 2025Q4: 610 shares; 2026Q1: 610 shares 610 $532K 0.2% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 3,897 shares; 2025Q1: 3,599 shares; 2025Q2: 3,666 shares; 2025Q3: 3,707 shares; 2025Q4: 4,010 shares; 2026Q1: 5,748 shares 5,748 $532K 0.2% +1,738 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,340 shares; 2025Q4: 12,894 shares; 2026Q1: 12,894 shares 12,894 $529K 0.2% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,743 shares; 2025Q1: 1,862 shares; 2025Q2: 1,964 shares; 2025Q3: 1,906 shares; 2025Q4: 1,815 shares; 2026Q1: 2,065 shares 2,065 $512K 0.19% +250 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,600 shares 8,600 $508K 0.19% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 1,481 shares; 2025Q1: 1,471 shares; 2025Q2: 1,521 shares; 2025Q3: 1,522 shares; 2025Q4: 1,516 shares; 2026Q1: 1,561 shares 1,561 $501K 0.19% +45 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: not reported; 2024Q4: 1,648 shares; 2025Q1: 1,649 shares; 2025Q2: 1,805 shares; 2025Q3: 1,738 shares; 2025Q4: 1,377 shares; 2026Q1: 1,476 shares 1,476 $499K 0.18% +99 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: 7,152 shares; 2024Q4: 7,174 shares; 2025Q1: 7,286 shares; 2025Q2: 5,705 shares; 2025Q3: 5,551 shares; 2025Q4: 6,334 shares; 2026Q1: 7,557 shares 7,557 $499K 0.18% +1,223 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: 5,481 shares; 2024Q4: 5,492 shares; 2025Q1: 5,335 shares; 2025Q2: 5,444 shares; 2025Q3: 4,784 shares; 2025Q4: 4,792 shares; 2026Q1: 4,996 shares 4,996 $486K 0.18% +204 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,910 shares; 2025Q1: not reported; 2025Q2: 1,920 shares; 2025Q3: 1,920 shares; 2025Q4: 1,920 shares; 2026Q1: 1,920 shares 1,920 $481K 0.18% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,110 shares; 2025Q4: 2,110 shares; 2026Q1: 2,150 shares 2,150 $459K 0.17% +40 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: 5,432 shares; 2024Q4: 5,236 shares; 2025Q1: 5,314 shares; 2025Q2: 5,414 shares; 2025Q3: 5,310 shares; 2025Q4: 5,313 shares; 2026Q1: 5,739 shares 5,739 $457K 0.17% +426 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: 140 shares; 2024Q4: 276 shares; 2025Q1: 297 shares; 2025Q2: 297 shares; 2025Q3: 306 shares; 2025Q4: 307 shares; 2026Q1: 757 shares 757 $452K 0.17% +450 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: 2,711 shares; 2024Q4: 2,714 shares; 2025Q1: 2,716 shares; 2025Q2: 3,454 shares; 2025Q3: 3,456 shares; 2025Q4: 3,408 shares; 2026Q1: 3,410 shares 3,410 $447K 0.17% +2 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: 4,110 shares; 2024Q4: 4,210 shares; 2025Q1: 4,211 shares; 2025Q2: 4,873 shares; 2025Q3: 4,887 shares; 2025Q4: 4,594 shares; 2026Q1: 5,141 shares 5,141 $445K 0.16% +547 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares; 2025Q3: 8,700 shares; 2025Q4: 8,700 shares; 2026Q1: 8,700 shares 8,700 $440K 0.16% 0 Timeline PI IMPINJ INC More: the full row for IMPINJ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,200 shares; 2026Q1: 4,212 shares 4,212 $433K 0.16% +2,012 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 678 shares; 2025Q1: 860 shares; 2025Q2: 926 shares; 2025Q3: 1,001 shares; 2025Q4: 977 shares; 2026Q1: 1,499 shares 1,499 $431K 0.16% +522 Timeline OSPN ONESPAN INC More: the full row for ONESPAN 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: 67,107 shares; 2025Q4: 68,628 shares; 2026Q1: 40,423 shares 40,423 $426K 0.16% -28,205 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,466 shares; 2024Q4: 4,468 shares; 2025Q1: 4,445 shares; 2025Q2: 4,149 shares; 2025Q3: 4,128 shares; 2025Q4: 3,522 shares; 2026Q1: 3,499 shares 3,499 $424K 0.16% -23 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,027 shares; 2024Q4: not reported; 2025Q1: 4,133 shares; 2025Q2: 5,561 shares; 2025Q3: 7,895 shares; 2025Q4: 7,905 shares; 2026Q1: 9,271 shares 9,271 $422K 0.16% +1,366 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,353 shares; 2025Q1: 1,089 shares; 2025Q2: 1,091 shares; 2025Q3: 1,074 shares; 2025Q4: 1,106 shares; 2026Q1: 1,125 shares 1,125 $418K 0.15% +19 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: 2,175 shares; 2024Q4: 2,204 shares; 2025Q1: 2,205 shares; 2025Q2: 2,192 shares; 2025Q3: 1,942 shares; 2025Q4: 3,845 shares; 2026Q1: 3,086 shares 3,086 $410K 0.15% -759 Timeline GOOD GLADSTONE COMMERCIAL CORP More: the full row for GLADSTONE COMMERCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,176 shares; 2024Q4: 53,342 shares; 2025Q1: 59,028 shares; 2025Q2: 59,096 shares; 2025Q3: 59,774 shares; 2025Q4: 38,708 shares; 2026Q1: 35,627 shares 35,627 $407K 0.15% -3,081 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,173 shares 1,173 $405K 0.15% new 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: 4,166 shares; 2024Q4: 3,716 shares; 2025Q1: 3,595 shares; 2025Q2: 2,838 shares; 2025Q3: 2,838 shares; 2025Q4: 2,838 shares; 2026Q1: 2,838 shares 2,838 $396K 0.15% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,775 shares; 2024Q4: 18,902 shares; 2025Q1: 23,666 shares; 2025Q2: 18,648 shares; 2025Q3: 17,817 shares; 2025Q4: 9,948 shares; 2026Q1: 9,480 shares 9,480 $395K 0.15% -468 Timeline RBRK RUBRIK INC. More: the full row for RUBRIK INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,400 shares; 2024Q4: 7,400 shares; 2025Q1: 7,100 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,200 shares; 2026Q1: 8,000 shares 8,000 $392K 0.14% +1,800 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,650 shares; 2025Q3: 6,750 shares; 2025Q4: 9,100 shares; 2026Q1: 10,250 shares 10,250 $390K 0.14% +1,150 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: 4,115 shares; 2024Q4: 3,546 shares; 2025Q1: 4,111 shares; 2025Q2: 3,988 shares; 2025Q3: 4,023 shares; 2025Q4: 4,108 shares; 2026Q1: 4,255 shares 4,255 $385K 0.14% +147 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: 830 shares; 2024Q4: 895 shares; 2025Q1: 1,004 shares; 2025Q2: 929 shares; 2025Q3: 965 shares; 2025Q4: 1,240 shares; 2026Q1: 1,465 shares 1,465 $384K 0.14% +225 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,102 shares 2,102 $383K 0.14% new Timeline IYG 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: 4,461 shares; 2024Q4: 4,472 shares; 2025Q1: 4,482 shares; 2025Q2: 4,491 shares; 2025Q3: 4,560 shares; 2025Q4: 4,570 shares; 2026Q1: 4,581 shares 4,581 $379K 0.14% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $377K 0.14% 0 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,545 shares; 2025Q3: 13,045 shares; 2025Q4: 14,282 shares; 2026Q1: 14,282 shares 14,282 $374K 0.14% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 2,151 shares; 2025Q1: 2,151 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,926 shares 1,926 $374K 0.14% +25 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,937 shares; 2024Q4: 8,953 shares; 2025Q1: 12,089 shares; 2025Q2: 13,106 shares; 2025Q3: 12,956 shares; 2025Q4: 12,300 shares; 2026Q1: 12,307 shares 12,307 $373K 0.14% +7 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: 4,859 shares; 2024Q4: 5,009 shares; 2025Q1: 5,010 shares; 2025Q2: 5,010 shares; 2025Q3: 6,098 shares; 2025Q4: 6,424 shares; 2026Q1: 6,555 shares 6,555 $368K 0.14% +131 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 2,708 shares; 2025Q4: 6,053 shares; 2026Q1: 7,128 shares 7,128 $365K 0.13% +1,075 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 17,036 shares; 2025Q1: 17,038 shares; 2025Q2: 17,040 shares; 2025Q3: 17,427 shares; 2025Q4: 17,429 shares; 2026Q1: 18,712 shares 18,712 $361K 0.13% +1,283 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: 3,627 shares; 2024Q4: 3,028 shares; 2025Q1: 3,030 shares; 2025Q2: 2,431 shares; 2025Q3: 2,377 shares; 2025Q4: 2,440 shares; 2026Q1: 2,440 shares 2,440 $354K 0.13% 0 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: 2,473 shares; 2024Q4: 2,373 shares; 2025Q1: 2,393 shares; 2025Q2: 3,049 shares; 2025Q3: 3,115 shares; 2025Q4: 2,915 shares; 2026Q1: 2,722 shares 2,722 $351K 0.13% -193 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: 32,605 shares 32,605 $350K 0.13% new 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: 6,988 shares; 2024Q4: 7,225 shares; 2025Q1: 7,728 shares; 2025Q2: 7,696 shares; 2025Q3: 7,828 shares; 2025Q4: 6,856 shares; 2026Q1: 7,046 shares 7,046 $348K 0.13% +190 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,862 shares; 2024Q4: 4,110 shares; 2025Q1: 4,100 shares; 2025Q2: 4,111 shares; 2025Q3: 4,258 shares; 2025Q4: 3,832 shares; 2026Q1: 3,743 shares 3,743 $347K 0.13% -89 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: 2,600 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,034 shares; 2025Q3: 2,034 shares; 2025Q4: 1,859 shares; 2026Q1: 1,734 shares 1,734 $343K 0.13% -125 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares; 2026Q1: 2,593 shares 2,593 $343K 0.13% +876 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,036 shares; 2024Q4: 28,546 shares; 2025Q1: 27,557 shares; 2025Q2: 24,569 shares; 2025Q3: 24,582 shares; 2025Q4: 24,593 shares; 2026Q1: 15,801 shares 15,801 $337K 0.12% -8,792 Timeline XLV 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: 1,203 shares; 2024Q4: 1,180 shares; 2025Q1: 1,181 shares; 2025Q2: 2,274 shares; 2025Q3: 2,276 shares; 2025Q4: 2,278 shares; 2026Q1: 2,281 shares 2,281 $334K 0.12% +3 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: 130 shares; 2024Q4: 5,134 shares; 2025Q1: 4,787 shares; 2025Q2: 4,789 shares; 2025Q3: 4,791 shares; 2025Q4: 4,793 shares; 2026Q1: 4,850 shares 4,850 $331K 0.12% +57 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,769 shares 7,769 $330K 0.12% new 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: 630 shares; 2024Q4: 580 shares; 2025Q1: 580 shares; 2025Q2: 580 shares; 2025Q3: 580 shares; 2025Q4: 580 shares; 2026Q1: 852 shares 852 $327K 0.12% +272 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: 13,338 shares; 2024Q4: 15,138 shares; 2025Q1: 11,500 shares; 2025Q2: 12,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,777 shares; 2026Q1: 9,677 shares 9,677 $324K 0.12% -2,100 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,916 shares; 2024Q4: 9,182 shares; 2025Q1: 8,290 shares; 2025Q2: 6,900 shares; 2025Q3: 6,909 shares; 2025Q4: 6,218 shares; 2026Q1: 6,374 shares 6,374 $321K 0.12% +156 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $312K 0.12% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 898 shares; 2026Q1: 898 shares 898 $307K 0.11% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,775 shares; 2024Q4: 2,401 shares; 2025Q1: 2,402 shares; 2025Q2: 3,590 shares; 2025Q3: 3,613 shares; 2025Q4: 3,615 shares; 2026Q1: 2,957 shares 2,957 $304K 0.11% -658 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 704 shares; 2025Q3: 704 shares; 2025Q4: 704 shares; 2026Q1: 704 shares 704 $303K 0.11% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,874 shares; 2024Q4: 2,076 shares; 2025Q1: 2,036 shares; 2025Q2: 2,145 shares; 2025Q3: 2,102 shares; 2025Q4: 2,117 shares; 2026Q1: 2,186 shares 2,186 $302K 0.11% +69 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,769 shares; 2024Q4: 2,770 shares; 2025Q1: 2,472 shares; 2025Q2: 2,475 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,283 shares 3,283 $297K 0.11% new Timeline BBY BEST BUY INC More: the full row for BEST BUY 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: 3,403 shares; 2026Q1: 4,604 shares 4,604 $296K 0.11% +1,201 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: 266 shares; 2025Q1: 267 shares; 2025Q2: 273 shares; 2025Q3: 273 shares; 2025Q4: 290 shares; 2026Q1: 300 shares 300 $289K 0.11% +10 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: 175 shares; 2024Q4: 175 shares; 2025Q1: 1,150 shares; 2025Q2: 1,650 shares; 2025Q3: 2,429 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $284K 0.1% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 952 shares 952 $282K 0.1% new 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: 12,568 shares; 2024Q4: 12,641 shares; 2025Q1: 5,952 shares; 2025Q2: 5,291 shares; 2025Q3: 5,317 shares; 2025Q4: 8,045 shares; 2026Q1: 9,708 shares 9,708 $281K 0.1% +1,663 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,855 shares 1,855 $280K 0.1% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,750 shares; 2026Q1: 10,750 shares 10,750 $278K 0.1% 0 Timeline KQQQ KURV ETF TR More: the full row for KURV ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,421 shares 11,421 $276K 0.1% 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: 1,154 shares; 2024Q4: 1,131 shares; 2025Q1: 1,134 shares; 2025Q2: 1,120 shares; 2025Q3: 1,811 shares; 2025Q4: 1,825 shares; 2026Q1: 2,031 shares 2,031 $276K 0.1% +206 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: not reported; 2025Q1: 6,586 shares; 2025Q2: 3,096 shares; 2025Q3: 3,086 shares; 2025Q4: 1,586 shares; 2026Q1: 1,876 shares 1,876 $274K 0.1% +290 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,806 shares; 2024Q4: 7,311 shares; 2025Q1: 6,619 shares; 2025Q2: 6,426 shares; 2025Q3: 6,433 shares; 2025Q4: 6,041 shares; 2026Q1: 6,751 shares 6,751 $274K 0.1% +710 Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,427 shares; 2024Q4: 26,340 shares; 2025Q1: 31,560 shares; 2025Q2: 31,560 shares; 2025Q3: 31,560 shares; 2025Q4: 32,560 shares; 2026Q1: 28,560 shares 28,560 $274K 0.1% -4,000 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,472 shares; 2024Q4: 3,774 shares; 2025Q1: 2,317 shares; 2025Q2: 2,064 shares; 2025Q3: 1,734 shares; 2025Q4: 1,047 shares; 2026Q1: 4,027 shares 4,027 $272K 0.1% +2,980 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,454 shares; 2024Q4: 10,465 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,115 shares; 2026Q1: 10,115 shares 10,115 $270K 0.1% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 624 shares; 2025Q1: 624 shares; 2025Q2: 625 shares; 2025Q3: 637 shares; 2025Q4: 572 shares; 2026Q1: 630 shares 630 $269K 0.1% +58 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY 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: not reported; 2026Q1: 6,881 shares 6,881 $264K 0.1% new Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 2,785 shares; 2025Q1: 2,560 shares; 2025Q2: 2,285 shares; 2025Q3: 2,285 shares; 2025Q4: 2,255 shares; 2026Q1: 2,317 shares 2,317 $257K 0.09% +62 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,971 shares; 2025Q4: 4,187 shares; 2026Q1: 4,152 shares 4,152 $254K 0.09% -35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 512 shares; 2025Q3: 504 shares; 2025Q4: 504 shares; 2026Q1: 504 shares 504 $252K 0.09% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,492 shares; 2024Q4: 6,476 shares; 2025Q1: 4,503 shares; 2025Q2: 3,809 shares; 2025Q3: 3,498 shares; 2025Q4: 3,466 shares; 2026Q1: 3,471 shares 3,471 $249K 0.09% +5 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS 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: 13,500 shares; 2026Q1: 13,500 shares 13,500 $246K 0.09% 0 Timeline FDD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,719 shares; 2025Q3: 13,768 shares; 2025Q4: 13,803 shares; 2026Q1: 13,816 shares 13,816 $246K 0.09% +13 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: 3,067 shares; 2024Q4: not reported; 2025Q1: 3,390 shares; 2025Q2: 3,273 shares; 2025Q3: 3,284 shares; 2025Q4: 3,151 shares; 2026Q1: 3,395 shares 3,395 $244K 0.09% +244 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 1,841 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,841 shares; 2025Q4: 1,992 shares; 2026Q1: 4,742 shares 4,742 $241K 0.09% +2,750 Timeline CIEN CIENA CORP More: the full row for CIENA 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: 618 shares 618 $240K 0.09% new Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,540 shares; 2025Q2: 5,540 shares; 2025Q3: 4,540 shares; 2025Q4: 4,740 shares; 2026Q1: 4,740 shares 4,740 $237K 0.09% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,965 shares; 2024Q4: 2,900 shares; 2025Q1: 2,877 shares; 2025Q2: 2,791 shares; 2025Q3: 2,217 shares; 2025Q4: 2,289 shares; 2026Q1: 2,859 shares 2,859 $236K 0.09% +570 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,003 shares; 2025Q4: 10,192 shares; 2026Q1: 10,366 shares 10,366 $233K 0.09% +174 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 500 shares 500 $232K 0.09% +10 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,627 shares 2,627 $226K 0.08% new 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: 2,464 shares; 2024Q4: 2,470 shares; 2025Q1: 2,462 shares; 2025Q2: 2,470 shares; 2025Q3: 2,410 shares; 2025Q4: 2,287 shares; 2026Q1: 2,269 shares 2,269 $222K 0.08% -18 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,634 shares; 2024Q4: 59,638 shares; 2025Q1: 58,142 shares; 2025Q2: 47,497 shares; 2025Q3: 49,509 shares; 2025Q4: 44,373 shares; 2026Q1: 38,687 shares 38,687 $220K 0.08% -5,686 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: 2,272 shares; 2024Q4: 2,778 shares; 2025Q1: 2,853 shares; 2025Q2: 2,777 shares; 2025Q3: 2,777 shares; 2025Q4: 2,750 shares; 2026Q1: 3,118 shares 3,118 $217K 0.08% +368 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: 1,840 shares; 2024Q4: 1,790 shares; 2025Q1: 859 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 359 shares 359 $217K 0.08% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 927 shares; 2025Q3: 892 shares; 2025Q4: 892 shares; 2026Q1: 892 shares 892 $216K 0.08% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 2,126 shares; 2025Q1: 2,053 shares; 2025Q2: 2,063 shares; 2025Q3: 2,074 shares; 2025Q4: 4,622 shares; 2026Q1: 4,644 shares 4,644 $213K 0.08% +22 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,022 shares 4,022 $212K 0.08% new 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: 8,350 shares; 2024Q4: 6,350 shares; 2025Q1: 5,926 shares; 2025Q2: 5,928 shares; 2025Q3: 5,929 shares; 2025Q4: 5,831 shares; 2026Q1: 5,832 shares 5,832 $210K 0.08% +1 Timeline OBE OBSIDIAN ENERGY LTD More: the full row for OBSIDIAN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,400 shares; 2024Q4: 35,700 shares; 2025Q1: 35,700 shares; 2025Q2: 35,700 shares; 2025Q3: 40,700 shares; 2025Q4: 40,700 shares; 2026Q1: 22,200 shares 22,200 $210K 0.08% -18,500 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT 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: 20,500 shares; 2025Q4: 20,500 shares; 2026Q1: 20,500 shares 20,500 $206K 0.08% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,113 shares; 2025Q3: 3,113 shares; 2025Q4: 3,113 shares; 2026Q1: 3,500 shares 3,500 $205K 0.08% +387 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,052 shares; 2024Q4: 1,052 shares; 2025Q1: 1,052 shares; 2025Q2: 1,052 shares; 2025Q3: 1,052 shares; 2025Q4: 1,380 shares; 2026Q1: 1,540 shares 1,540 $197K 0.07% +160 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 3,173 shares; 2025Q4: 3,173 shares; 2026Q1: 3,173 shares 3,173 $192K 0.07% 0 Timeline QDPL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,868 shares; 2025Q2: 2,899 shares; 2025Q3: 3,136 shares; 2025Q4: 3,490 shares; 2026Q1: 4,645 shares 4,645 $186K 0.07% +1,155 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,129 shares; 2024Q4: 10,138 shares; 2025Q1: 9,538 shares; 2025Q2: 9,538 shares; 2025Q3: 10,538 shares; 2025Q4: 10,538 shares; 2026Q1: 10,538 shares 10,538 $185K 0.07% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,355 shares; 2024Q4: 15,375 shares; 2025Q1: 15,295 shares; 2025Q2: 15,317 shares; 2025Q3: 15,338 shares; 2025Q4: 13,362 shares; 2026Q1: 12,391 shares 12,391 $183K 0.07% -971 Timeline KRE 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: 2,621 shares; 2024Q4: 2,570 shares; 2025Q1: 3,124 shares; 2025Q2: 2,828 shares; 2025Q3: 2,832 shares; 2025Q4: 2,698 shares; 2026Q1: 2,701 shares 2,701 $176K 0.07% +3 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,629 shares; 2025Q1: 7,647 shares; 2025Q2: 7,665 shares; 2025Q3: 9,083 shares; 2025Q4: 9,102 shares; 2026Q1: 9,125 shares 9,125 $168K 0.06% +23 Timeline IBB 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: 977 shares; 2024Q4: 977 shares; 2025Q1: 978 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 978 shares 978 $165K 0.06% +58 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,714 shares; 2024Q4: 14,717 shares; 2025Q1: 18,722 shares; 2025Q2: 11,229 shares; 2025Q3: 11,235 shares; 2025Q4: 47,355 shares; 2026Q1: 47,465 shares 47,465 $163K 0.06% +110 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: 3,630 shares; 2024Q4: 3,639 shares; 2025Q1: 3,649 shares; 2025Q2: 3,524 shares; 2025Q3: 3,534 shares; 2025Q4: 3,499 shares; 2026Q1: 3,642 shares 3,642 $159K 0.06% +143 Timeline XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,446 shares; 2024Q4: 1,446 shares; 2025Q1: 1,446 shares; 2025Q2: 1,447 shares; 2025Q3: 1,547 shares; 2025Q4: 1,547 shares; 2026Q1: 1,607 shares 1,607 $159K 0.06% +60 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: 3,175 shares 3,175 $157K 0.06% +1,675 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,406 shares; 2025Q3: 1,406 shares; 2025Q4: 1,356 shares; 2026Q1: 1,356 shares 1,356 $149K 0.06% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 1,028 shares; 2025Q2: 1,018 shares; 2025Q3: 1,020 shares; 2025Q4: 974 shares; 2026Q1: 976 shares 976 $139K 0.05% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 853 shares; 2025Q4: 855 shares; 2026Q1: 855 shares 855 $136K 0.05% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,229 shares; 2025Q1: 1,217 shares; 2025Q2: 1,134 shares; 2025Q3: 1,118 shares; 2025Q4: 1,090 shares; 2026Q1: 1,089 shares 1,089 $135K 0.05% -1 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,500 shares; 2026Q1: 9,500 shares 9,500 $135K 0.05% 0 Timeline SAR SARATOGA INVT CORP More: the full row for SARATOGA INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,868 shares; 2024Q4: 5,894 shares; 2025Q1: 5,912 shares; 2025Q2: 5,932 shares; 2025Q3: 5,951 shares; 2025Q4: 5,980 shares; 2026Q1: 6,003 shares 6,003 $131K 0.05% +23 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,916 shares; 2024Q4: 2,918 shares; 2025Q1: 2,443 shares; 2025Q2: 2,443 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: 2,443 shares 2,443 $129K 0.05% 0 Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,700 shares; 2026Q1: 10,700 shares 10,700 $129K 0.05% 0 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,102 shares 3,102 $129K 0.05% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,877 shares; 2024Q4: 13,577 shares; 2025Q1: 13,577 shares; 2025Q2: 13,577 shares; 2025Q3: 13,577 shares; 2025Q4: 13,577 shares; 2026Q1: 13,577 shares 13,577 $129K 0.05% 0 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,551 shares; 2024Q4: 2,588 shares; 2025Q1: 2,625 shares; 2025Q2: 2,660 shares; 2025Q3: 2,696 shares; 2025Q4: 2,730 shares; 2026Q1: 2,766 shares 2,766 $124K 0.05% +36 Timeline VBK 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: 395 shares; 2024Q4: 395 shares; 2025Q1: 396 shares; 2025Q2: 396 shares; 2025Q3: 396 shares; 2025Q4: 397 shares; 2026Q1: 402 shares 402 $121K 0.04% +5 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,685 shares; 2024Q4: 1,702 shares; 2025Q1: 1,710 shares; 2025Q2: 1,345 shares; 2025Q3: 1,408 shares; 2025Q4: 1,411 shares; 2026Q1: 1,517 shares 1,517 $121K 0.04% +106 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: 12,564 shares; 2024Q4: 8,902 shares; 2025Q1: 9,116 shares; 2025Q2: 9,260 shares; 2025Q3: 9,299 shares; 2025Q4: 9,134 shares; 2026Q1: 10,129 shares 10,129 $117K 0.04% +995 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: 53 shares; 2024Q4: 1,418 shares; 2025Q1: 1,031 shares; 2025Q2: 1,031 shares; 2025Q3: 1,031 shares; 2025Q4: 1,023 shares; 2026Q1: 1,023 shares 1,023 $116K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 797 shares; 2025Q1: 801 shares; 2025Q2: 804 shares; 2025Q3: 832 shares; 2025Q4: 367 shares; 2026Q1: 526 shares 526 $112K 0.04% +159 Timeline EWJ 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: 1,305 shares; 2024Q4: 1,255 shares; 2025Q1: 1,255 shares; 2025Q2: 1,259 shares; 2025Q3: 1,259 shares; 2025Q4: 1,281 shares; 2026Q1: 1,281 shares 1,281 $108K 0.04% 0 Timeline PEZ 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: 1,151 shares; 2024Q4: 1,151 shares; 2025Q1: 1,136 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,001 shares; 2026Q1: 1,111 shares 1,111 $107K 0.04% +110 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,820 shares; 2024Q4: 2,213 shares; 2025Q1: 1,525 shares; 2025Q2: 1,300 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,053 shares 1,053 $106K 0.04% +53 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,612 shares; 2025Q3: 18,051 shares; 2025Q4: 16,470 shares; 2026Q1: 16,885 shares 16,885 $102K 0.04% +415 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,093 shares; 2024Q4: 12,131 shares; 2025Q1: 12,178 shares; 2025Q2: 12,231 shares; 2025Q3: 12,283 shares; 2025Q4: 12,330 shares; 2026Q1: 12,384 shares 12,384 $102K 0.04% +54 Timeline XLG 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: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 1,220 shares; 2025Q3: 1,770 shares; 2025Q4: 1,770 shares; 2026Q1: 1,770 shares 1,770 $96.6K 0.04% 0 Timeline INDA 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: 1,902 shares; 2024Q4: 1,902 shares; 2025Q1: 1,902 shares; 2025Q2: 1,902 shares; 2025Q3: 2,027 shares; 2025Q4: 2,052 shares; 2026Q1: 2,052 shares 2,052 $96.1K 0.04% 0 Timeline EES 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: 1,506 shares; 2025Q4: 1,507 shares; 2026Q1: 1,648 shares 1,648 $95.7K 0.04% +141 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,115 shares; 2024Q4: 12,310 shares; 2025Q1: 12,502 shares; 2025Q2: 22,637 shares; 2025Q3: 23,183 shares; 2025Q4: 16,574 shares; 2026Q1: 17,017 shares 17,017 $95.3K 0.04% +443 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,047 shares; 2024Q4: 23,546 shares; 2025Q1: 24,231 shares; 2025Q2: 24,752 shares; 2025Q3: 25,281 shares; 2025Q4: 25,830 shares; 2026Q1: 26,395 shares 26,395 $93.7K 0.03% +565 Timeline SKYD PARAMOUNT SKYDANCE CORP More: the full row for PARAMOUNT SKYDANCE 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: 11,599 shares; 2025Q4: 10,247 shares; 2026Q1: 10,247 shares 10,247 $92.4K 0.03% 0 Timeline SUNS SUNRISE RLTY TR INC More: the full row for SUNRISE RLTY TR 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: 11,700 shares; 2025Q3: 11,700 shares; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $89.7K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $89.3K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $87.6K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 441 shares; 2025Q1: 442 shares; 2025Q2: 443 shares; 2025Q3: 495 shares; 2025Q4: 496 shares; 2026Q1: 527 shares 527 $85.3K 0.03% +31 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,564 shares; 2025Q1: 7,611 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,004 shares; 2026Q1: 7,806 shares 7,806 $84.9K 0.03% +802 Timeline IHI 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: 1,585 shares; 2024Q4: 1,585 shares; 2025Q1: 1,585 shares; 2025Q2: 1,442 shares; 2025Q3: 1,442 shares; 2025Q4: 1,442 shares; 2026Q1: 1,585 shares 1,585 $84.6K 0.03% +143 Timeline PSCH INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares; 2025Q1: 2,052 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,842 shares; 2026Q1: 2,052 shares 2,052 $84.4K 0.03% +210 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: 399 shares; 2024Q4: 698 shares; 2025Q1: 399 shares; 2025Q2: 399 shares; 2025Q3: 399 shares; 2025Q4: 385 shares; 2026Q1: 384 shares 384 $81.1K 0.03% -1 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 2,198 shares; 2025Q1: 1,602 shares; 2025Q2: 1,422 shares; 2025Q3: 1,448 shares; 2025Q4: 1,453 shares; 2026Q1: 1,493 shares 1,493 $80.7K 0.03% +40 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 739 shares; 2024Q4: 739 shares; 2025Q1: 739 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 739 shares 739 $80.5K 0.03% +36 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,800 shares; 2024Q4: 22,300 shares; 2025Q1: 22,300 shares; 2025Q2: 22,300 shares; 2025Q3: 22,300 shares; 2025Q4: 20,800 shares; 2026Q1: 20,300 shares 20,300 $80.2K 0.03% -500 Timeline PSDM PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,529 shares 1,529 $77.9K 0.03% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares 977 $76.6K 0.03% new 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: 1,244 shares; 2024Q4: 1,244 shares; 2025Q1: 1,244 shares; 2025Q2: 1,244 shares; 2025Q3: 1,244 shares; 2025Q4: 1,213 shares; 2026Q1: 1,213 shares 1,213 $76K 0.03% 0 Timeline BIZD 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: 16,929 shares; 2024Q4: 17,003 shares; 2025Q1: 19,523 shares; 2025Q2: 19,545 shares; 2025Q3: 19,849 shares; 2025Q4: 6,151 shares; 2026Q1: 5,870 shares 5,870 $75.1K 0.03% -281 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,200 shares; 2024Q4: 39,700 shares; 2025Q1: 39,600 shares; 2025Q2: 39,600 shares; 2025Q3: 39,600 shares; 2025Q4: 36,600 shares; 2026Q1: 36,600 shares 36,600 $73.6K 0.03% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 879 shares 879 $64.1K 0.02% +8 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 678 shares; 2025Q3: 678 shares; 2025Q4: 624 shares; 2026Q1: 679 shares 679 $62.3K 0.02% +55 Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,055 shares; 2024Q4: 8,137 shares; 2025Q1: 8,304 shares; 2025Q2: 8,404 shares; 2025Q3: 8,513 shares; 2025Q4: 8,628 shares; 2026Q1: 4,975 shares 4,975 $61.7K 0.02% -3,653 Timeline IMMR IMMERSION CORP More: the full row for IMMERSION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,536 shares; 2024Q4: 18,536 shares; 2025Q1: 14,200 shares; 2025Q2: 13,200 shares; 2025Q3: 13,200 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares 11,100 $60.6K 0.02% 0 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,330 shares; 2024Q4: 11,787 shares; 2025Q1: 11,043 shares; 2025Q2: 11,043 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $56.5K 0.02% 0 Timeline XTN 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: 549 shares; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 549 shares; 2025Q3: 549 shares; 2025Q4: 549 shares; 2026Q1: 549 shares 549 $51.1K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 592 shares; 2025Q3: 594 shares; 2025Q4: 595 shares; 2026Q1: 492 shares 492 $49.4K 0.02% -103 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 467 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 467 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439 $48.7K 0.02% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 219 shares; 2025Q3: 222 shares; 2025Q4: 510 shares; 2026Q1: 513 shares 513 $47.3K 0.02% +3 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 1,026 shares; 2026Q1: 1,031 shares 1,031 $43.9K 0.02% +5 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 346 shares; 2025Q2: 347 shares; 2025Q3: 348 shares; 2025Q4: 349 shares; 2026Q1: 350 shares 350 $43.8K 0.02% +1 Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 562 shares 562 $42.7K 0.02% new 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: 218 shares; 2024Q4: 242 shares; 2025Q1: 333 shares; 2025Q2: 334 shares; 2025Q3: 335 shares; 2025Q4: 672 shares; 2026Q1: 673 shares 673 $41.2K 0.02% +1 Timeline MIN ABERDEEN INTER INCOME FD More: the full row for ABERDEEN INTER INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,378 shares; 2024Q4: 14,703 shares; 2025Q1: 15,027 shares; 2025Q2: 15,358 shares; 2025Q3: 15,695 shares; 2025Q4: 16,044 shares; 2026Q1: 16,408 shares 16,408 $41.2K 0.02% +364 Timeline XLY 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: 185 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: 196 shares; 2025Q3: 196 shares; 2025Q4: 374 shares; 2026Q1: 374 shares 374 $40.8K 0.02% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares; 2026Q1: 432 shares 432 $40.5K 0.01% +44 Timeline IAT 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: 700 shares; 2026Q1: 700 shares 700 $37.7K 0.01% 0 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: 254 shares; 2024Q4: 254 shares; 2025Q1: 254 shares; 2025Q2: 254 shares; 2025Q3: 254 shares; 2025Q4: 254 shares; 2026Q1: 254 shares 254 $37K 0.01% 0 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: 284 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $36.4K 0.01% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 336 shares; 2025Q1: 336 shares; 2025Q2: 336 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $35.7K 0.01% 0 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: not reported; 2026Q1: 365 shares 365 $35K 0.01% new 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: not reported; 2026Q1: 358 shares 358 $33.9K 0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 715 shares; 2025Q2: 600 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 525 shares 525 $32.8K 0.01% -50 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 868 shares; 2025Q2: 868 shares; 2025Q3: 868 shares; 2025Q4: 868 shares; 2026Q1: 883 shares 883 $32.3K 0.01% +15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares 190 $31.5K 0.01% new Timeline PGF 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: 2,011 shares; 2024Q4: 2,041 shares; 2025Q1: 2,072 shares; 2025Q2: 2,104 shares; 2025Q3: 2,137 shares; 2025Q4: 2,171 shares; 2026Q1: 2,203 shares 2,203 $30.3K 0.01% +32 Timeline XLB 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: 487 shares; 2024Q4: 520 shares; 2025Q1: 520 shares; 2025Q2: 370 shares; 2025Q3: 370 shares; 2025Q4: 588 shares; 2026Q1: 588 shares 588 $29.4K 0.01% 0 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 283 shares; 2024Q4: 283 shares; 2025Q1: 283 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 283 shares; 2026Q1: 283 shares 283 $27.9K 0.01% 0 Timeline IYE 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: 425 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $27.5K 0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12 shares; 2026Q1: 321 shares 321 $24.6K 0.01% +309 Timeline FELV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $24.5K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 559 shares; 2024Q4: 566 shares; 2025Q1: 416 shares; 2025Q2: 420 shares; 2025Q3: 420 shares; 2025Q4: 424 shares; 2026Q1: 424 shares 424 $24.1K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares; 2025Q3: 214 shares; 2025Q4: 214 shares; 2026Q1: 291 shares 291 $24K 0.01% +77 Timeline IJS 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: 402 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 190 shares 190 $22.5K 0.01% new Timeline FXN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $22.5K 0.01% 0 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 616 shares; 2024Q4: 616 shares; 2025Q1: 616 shares; 2025Q2: 616 shares; 2025Q3: 616 shares; 2025Q4: 546 shares; 2026Q1: 546 shares 546 $22.2K 0.01% 0 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118 shares; 2024Q4: 118 shares; 2025Q1: 118 shares; 2025Q2: 118 shares; 2025Q3: 118 shares; 2025Q4: 118 shares; 2026Q1: 118 shares 118 $21.9K 0.01% 0 Timeline SHIFT4 PMTS INC SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS 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: 400 shares 400 $21.5K 0.01% new VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93 shares; 2024Q4: 587 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $21.4K 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: 79 shares; 2024Q4: 79 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 921 shares; 2025Q4: 932 shares; 2026Q1: 932 shares 932 $21.4K 0.01% 0 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,385 shares; 2025Q4: 385 shares; 2026Q1: 385 shares 385 $20.7K 0.01% 0 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: 85 shares; 2024Q4: 85 shares; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 85 shares; 2026Q1: 85 shares 85 $20.4K 0.01% 0 Timeline XES 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: 243 shares; 2024Q4: not reported; 2025Q1: 243 shares; 2025Q2: 173 shares; 2025Q3: 173 shares; 2025Q4: 173 shares; 2026Q1: 173 shares 173 $20.1K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 194 shares 194 $19.4K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 120 shares; 2025Q3: 120 shares; 2025Q4: 120 shares; 2026Q1: 197 shares 197 $19.1K 0.01% +77 Timeline IHF 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: 455 shares; 2024Q4: 455 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 455 shares 455 $19K 0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216 shares; 2024Q4: 190 shares; 2025Q1: 190 shares; 2025Q2: 190 shares; 2025Q3: 190 shares; 2025Q4: 197 shares; 2026Q1: 197 shares 197 $18.8K 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: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: 73 shares; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 247 shares 247 $18.7K 0.01% +174 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 333 shares; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 333 shares; 2026Q1: 333 shares 333 $17.9K 0.01% 0 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85 shares 85 $17.5K 0.01% new Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 757 shares; 2025Q4: 757 shares; 2026Q1: 757 shares 757 $16.9K 0.01% 0 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares 228 $16.4K 0.01% new Timeline SDY 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: 108 shares; 2024Q4: 108 shares; 2025Q1: 109 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 110 shares; 2026Q1: 110 shares 110 $16K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 195 shares; 2025Q1: 195 shares; 2025Q2: 195 shares; 2025Q3: 195 shares; 2025Q4: 195 shares; 2026Q1: 195 shares 195 $16K 0.01% 0 Timeline XMMO 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: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $15.5K 0.01% 0 Timeline COPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201 shares 201 $15.3K 0.01% new Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 600 shares 600 $15K 0.01% +400 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 315 shares; 2025Q1: 101 shares; 2025Q2: 101 shares; 2025Q3: 101 shares; 2025Q4: 101 shares; 2026Q1: 101 shares 101 $14.6K 0.01% 0 Timeline MOO 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: 165 shares; 2024Q4: 169 shares; 2025Q1: 169 shares; 2025Q2: 169 shares; 2025Q3: 169 shares; 2025Q4: 171 shares; 2026Q1: 171 shares 171 $14.5K 0.01% 0 Timeline PIE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502 shares; 2024Q4: 503 shares; 2025Q1: 503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 515 shares; 2026Q1: 551 shares 551 $14.3K 0.01% +36 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 401 shares 401 $13.9K 0.01% new Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $12.9K <0.01% 0 Timeline IYT 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: 172 shares; 2024Q4: 172 shares; 2025Q1: 172 shares; 2025Q2: 172 shares; 2025Q3: 172 shares; 2025Q4: 172 shares; 2026Q1: 172 shares 172 $12.8K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 241 shares; 2025Q4: 241 shares; 2026Q1: 241 shares 241 $12.6K <0.01% 0 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 152 shares; 2025Q3: 155 shares; 2025Q4: 157 shares; 2026Q1: 159 shares 159 $11.9K <0.01% +2 Timeline IGPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $11.6K <0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 259 shares; 2025Q2: 262 shares; 2025Q3: 264 shares; 2025Q4: 265 shares; 2026Q1: 266 shares 266 $11.5K <0.01% +1 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: 95 shares; 2024Q4: 95 shares; 2025Q1: 95 shares; 2025Q2: 95 shares; 2025Q3: 95 shares; 2025Q4: 95 shares; 2026Q1: 95 shares 95 $11.4K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82 shares 82 $10.9K <0.01% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 260 shares; 2025Q2: 260 shares; 2025Q3: 260 shares; 2025Q4: 260 shares; 2026Q1: 240 shares 240 $10.2K <0.01% -20 Timeline KBE 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: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: 150 shares 150 $8.93K <0.01% 0 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: 54 shares; 2024Q4: 54 shares; 2025Q1: 55 shares; 2025Q2: 55 shares; 2025Q3: 56 shares; 2025Q4: 56 shares; 2026Q1: 57 shares 57 $8.59K <0.01% +1 Timeline IGSB 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: 149 shares; 2024Q4: 151 shares; 2025Q1: 152 shares; 2025Q2: 154 shares; 2025Q3: 156 shares; 2025Q4: 158 shares; 2026Q1: 159 shares 159 $8.38K <0.01% +1 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 68 shares; 2026Q1: 68 shares 68 $6.58K <0.01% 0 Timeline SDOG 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: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 925 shares; 2025Q4: 925 shares; 2026Q1: 100 shares 100 $6.5K <0.01% -825 Timeline IYH 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: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $6.16K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $5.2K <0.01% new Timeline SPSB 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: 160 shares; 2025Q4: 160 shares; 2026Q1: 160 shares 160 $4.81K <0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60 shares 60 $4.8K <0.01% new 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: 93 shares; 2024Q4: 93 shares; 2025Q1: 124 shares; 2025Q2: 124 shares; 2025Q3: 93 shares; 2025Q4: 93 shares; 2026Q1: 93 shares 93 $4.76K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49 shares 49 $4.61K <0.01% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 58 shares 58 $4.6K <0.01% new Timeline VBR 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 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 21 shares 21 $4.56K <0.01% +9 Timeline PMBS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 84 shares; 2026Q1: 84 shares 84 $4.17K <0.01% 0 Timeline FXI 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: 259 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $3.6K <0.01% 0 Timeline EWT 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: 50 shares; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $3.55K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64 shares 64 $3.33K <0.01% new Timeline ICF 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: 52 shares; 2024Q4: 52 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 52 shares; 2025Q4: 52 shares; 2026Q1: 52 shares 52 $3.22K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $3.19K <0.01% 0 Timeline PBW 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: 65 shares; 2024Q4: 65 shares; 2025Q1: 65 shares; 2025Q2: 65 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $2.84K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14 shares; 2026Q1: 14 shares 14 $2.69K <0.01% 0 Timeline FIGB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61 shares 61 $2.62K <0.01% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $2.52K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: 33 shares 33 $2.45K <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: not reported; 2024Q4: not reported; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24 shares 24 $2.28K <0.01% new Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22 shares 22 $2.27K <0.01% new 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: 7 shares; 2026Q1: 7 shares 7 $2.23K <0.01% 0 Timeline VOE 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: 9 shares; 2024Q4: 9 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 9 shares 9 $1.66K <0.01% 0 Timeline VOT 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $1.54K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 144 shares; 2025Q2: 114 shares; 2025Q3: 114 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $1.5K <0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12 shares; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 12 shares 12 $1.45K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29 shares 29 $1.4K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27 shares; 2025Q3: 27 shares; 2025Q4: 27 shares; 2026Q1: 27 shares 27 $1.27K <0.01% 0 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 56 shares 56 $1.17K <0.01% new Timeline IYF 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 shares; 2024Q4: 8 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $941 <0.01% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8 shares; 2026Q1: 8 shares 8 $897 <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 613 shares; 2024Q4: 613 shares; 2025Q1: 613 shares; 2025Q2: 613 shares; 2025Q3: 613 shares; 2025Q4: 13 shares; 2026Q1: 13 shares 13 $845 <0.01% 0 Timeline PYZ 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $839 <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $735 <0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7 shares 7 $716 <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $705 <0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4 shares 4 $620 <0.01% new Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4 shares; 2026Q1: 4 shares 4 $414 <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $282 <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 286 shares; 2024Q4: 286 shares; 2025Q1: 286 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $215 <0.01% 0 Timeline GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,580 shares 16,580 $116 <0.01% new