GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,268 shares; 2024Q4: 17,475 shares; 2025Q1: 19,059 shares; 2025Q2: 18,518 shares; 2025Q3: 18,207 shares; 2025Q4: 17,057 shares; 2026Q1: 44,171 shares 44,171 $12.7M 4.63% +27,114 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: 35,507 shares; 2024Q4: 34,112 shares; 2025Q1: 32,212 shares; 2025Q2: 32,357 shares; 2025Q3: 31,696 shares; 2025Q4: 30,616 shares; 2026Q1: 69,829 shares 69,829 $12.2M 4.44% +39,213 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: 22,438 shares; 2024Q4: 21,820 shares; 2025Q1: 21,955 shares; 2025Q2: 22,537 shares; 2025Q3: 22,332 shares; 2025Q4: 20,265 shares; 2026Q1: 32,877 shares 32,877 $12.2M 4.44% +12,612 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: 39,627 shares; 2024Q4: 38,551 shares; 2025Q1: 37,953 shares; 2025Q2: 38,695 shares; 2025Q3: 37,389 shares; 2025Q4: 33,293 shares; 2026Q1: 43,983 shares 43,983 $11.2M 4.07% +10,690 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: 9,611 shares; 2024Q4: 11,521 shares; 2025Q1: 11,584 shares; 2025Q2: 11,824 shares; 2025Q3: 12,182 shares; 2025Q4: 11,523 shares; 2026Q1: 15,127 shares 15,127 $7.25M 2.64% +3,604 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: 5,998 shares; 2024Q4: 6,680 shares; 2025Q1: 7,630 shares; 2025Q2: 7,243 shares; 2025Q3: 7,145 shares; 2025Q4: 5,271 shares; 2026Q1: 7,846 shares 7,846 $5.1M 1.86% +2,575 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: 13,297 shares; 2024Q4: 13,182 shares; 2025Q1: 12,927 shares; 2025Q2: 13,086 shares; 2025Q3: 11,729 shares; 2025Q4: 12,239 shares; 2026Q1: 19,700 shares 19,700 $4.82M 1.75% +7,461 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,342 shares; 2024Q4: 20,780 shares; 2025Q1: 21,945 shares; 2025Q2: 21,745 shares; 2025Q3: 21,484 shares; 2025Q4: 21,570 shares; 2026Q1: 22,336 shares 22,336 $4.8M 1.75% +766 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: 20,535 shares; 2024Q4: 19,918 shares; 2025Q1: 19,522 shares; 2025Q2: 20,015 shares; 2025Q3: 17,704 shares; 2025Q4: 16,769 shares; 2026Q1: 16,156 shares 16,156 $4.75M 1.73% -613 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,657 shares; 2024Q4: 4,504 shares; 2025Q1: 4,531 shares; 2025Q2: 4,153 shares; 2025Q3: 3,728 shares; 2025Q4: 3,641 shares; 2026Q1: 15,002 shares 15,002 $4.53M 1.65% +11,361 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: 602 shares; 2024Q4: 698 shares; 2025Q1: 724 shares; 2025Q2: 822 shares; 2025Q3: 962 shares; 2025Q4: 965 shares; 2026Q1: 4,745 shares 4,745 $4.36M 1.59% +3,780 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: 5,091 shares; 2024Q4: 4,985 shares; 2025Q1: 5,170 shares; 2025Q2: 5,344 shares; 2025Q3: 4,979 shares; 2025Q4: 5,032 shares; 2026Q1: 12,640 shares 12,640 $3.91M 1.43% +7,608 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: 21,602 shares; 2024Q4: 17,071 shares; 2025Q1: 16,989 shares; 2025Q2: 18,363 shares; 2025Q3: 18,614 shares; 2025Q4: 20,950 shares; 2026Q1: 22,929 shares 22,929 $3.89M 1.42% +1,979 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,733 shares; 2024Q4: 2,733 shares; 2025Q1: 2,733 shares; 2025Q2: 2,710 shares; 2025Q3: 2,690 shares; 2025Q4: 8,070 shares; 2026Q1: 8,040 shares 8,040 $3.82M 1.39% -30 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: 15,838 shares; 2024Q4: 15,186 shares; 2025Q1: 15,881 shares; 2025Q2: 16,328 shares; 2025Q3: 16,682 shares; 2025Q4: 16,301 shares; 2026Q1: 17,227 shares 17,227 $3.59M 1.31% +926 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: 25,495 shares; 2024Q4: 23,991 shares; 2025Q1: 23,563 shares; 2025Q2: 26,835 shares; 2025Q3: 27,476 shares; 2025Q4: 27,079 shares; 2026Q1: 28,017 shares 28,017 $3.48M 1.27% +938 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: 21,815 shares; 2024Q4: 21,535 shares; 2025Q1: 21,084 shares; 2025Q2: 19,642 shares; 2025Q3: 18,204 shares; 2025Q4: 17,112 shares; 2026Q1: 16,027 shares 16,027 $3.42M 1.25% -1,085 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,884 shares 3,884 $3.36M 1.22% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 6,785 shares; 2025Q1: 6,147 shares; 2025Q2: 6,247 shares; 2025Q3: 5,526 shares; 2025Q4: 5,398 shares; 2026Q1: 9,149 shares 9,149 $3.27M 1.19% +3,751 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: 1,219 shares; 2024Q4: 1,389 shares; 2025Q1: 1,546 shares; 2025Q2: 1,660 shares; 2025Q3: 2,162 shares; 2025Q4: 2,042 shares; 2026Q1: 5,587 shares 5,587 $3.2M 1.16% +3,545 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,615 shares; 2025Q1: 1,618 shares; 2025Q2: 1,578 shares; 2025Q3: 1,597 shares; 2025Q4: 1,596 shares; 2026Q1: 6,267 shares 6,267 $3.13M 1.14% +4,671 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: 21,266 shares; 2024Q4: 21,633 shares; 2025Q1: 22,066 shares; 2025Q2: 23,140 shares; 2025Q3: 23,394 shares; 2025Q4: 22,646 shares; 2026Q1: 21,460 shares 21,460 $2.83M 1.03% -1,186 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,369 shares 8,369 $2.75M 1% new 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: 10,426 shares; 2024Q4: 10,169 shares; 2025Q1: 9,891 shares; 2025Q2: 10,019 shares; 2025Q3: 9,891 shares; 2025Q4: 11,715 shares; 2026Q1: 12,852 shares 12,852 $2.66M 0.97% +1,137 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,000 shares; 2025Q4: 23,464 shares; 2026Q1: 23,857 shares 23,857 $2.55M 0.93% +393 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: 5,558 shares; 2024Q4: 5,394 shares; 2025Q1: 5,085 shares; 2025Q2: 4,080 shares; 2025Q3: 3,732 shares; 2025Q4: 3,638 shares; 2026Q1: 3,875 shares 3,875 $2.53M 0.92% +237 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER 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: 2,194 shares 2,194 $2.39M 0.87% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,466 shares 5,466 $2.36M 0.86% new 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: 4,773 shares; 2024Q4: 4,569 shares; 2025Q1: 4,714 shares; 2025Q2: 4,411 shares; 2025Q3: 4,294 shares; 2025Q4: 3,833 shares; 2026Q1: 3,663 shares 3,663 $2.01M 0.73% -170 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,457 shares; 2024Q4: 25,407 shares; 2025Q1: 25,936 shares; 2025Q2: 24,945 shares; 2025Q3: 25,800 shares; 2025Q4: 26,655 shares; 2026Q1: 26,729 shares 26,729 $2.01M 0.73% +74 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: 18,915 shares; 2024Q4: 25,433 shares; 2025Q1: 23,137 shares; 2025Q2: 12,364 shares; 2025Q3: 13,503 shares; 2025Q4: 14,809 shares; 2026Q1: 25,375 shares 25,375 $1.94M 0.71% +10,566 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,348 shares; 2024Q4: 28,335 shares; 2025Q1: 28,087 shares; 2025Q2: 35,513 shares; 2025Q3: 35,475 shares; 2025Q4: 34,635 shares; 2026Q1: 34,320 shares 34,320 $1.91M 0.69% -315 Timeline USFR 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: 9,965 shares; 2024Q4: 13,159 shares; 2025Q1: 18,168 shares; 2025Q2: 24,028 shares; 2025Q3: 36,201 shares; 2025Q4: 36,571 shares; 2026Q1: 36,267 shares 36,267 $1.83M 0.67% -304 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,458 shares 9,458 $1.82M 0.66% new Timeline DLN 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: 23,096 shares; 2024Q4: 22,225 shares; 2025Q1: 22,014 shares; 2025Q2: 20,336 shares; 2025Q3: 19,778 shares; 2025Q4: 19,698 shares; 2026Q1: 19,713 shares 19,713 $1.76M 0.64% +15 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,398 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,746 shares; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 17,147 shares 17,147 $1.73M 0.63% +14,462 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,600 shares; 2024Q4: 47,303 shares; 2025Q1: 47,521 shares; 2025Q2: 40,895 shares; 2025Q3: 34,818 shares; 2025Q4: 34,969 shares; 2026Q1: 36,148 shares 36,148 $1.67M 0.61% +1,179 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL 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: 3,835 shares 3,835 $1.63M 0.59% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,744 shares; 2024Q4: 17,449 shares; 2025Q1: 17,431 shares; 2025Q2: 17,299 shares; 2025Q3: 16,479 shares; 2025Q4: 16,919 shares; 2026Q1: 22,027 shares 22,027 $1.63M 0.59% +5,108 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: 15,759 shares; 2024Q4: 15,677 shares; 2025Q1: 16,879 shares; 2025Q2: 17,691 shares; 2025Q3: 16,181 shares; 2025Q4: 15,579 shares; 2026Q1: 16,644 shares 16,644 $1.55M 0.56% +1,065 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: 16,493 shares; 2024Q4: 15,017 shares; 2025Q1: 15,329 shares; 2025Q2: 13,709 shares; 2025Q3: 13,214 shares; 2025Q4: 13,547 shares; 2026Q1: 13,463 shares 13,463 $1.52M 0.55% -84 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,101 shares; 2024Q4: 8,762 shares; 2025Q1: 6,564 shares; 2025Q2: 6,570 shares; 2025Q3: 6,226 shares; 2025Q4: 6,226 shares; 2026Q1: 6,188 shares 6,188 $1.51M 0.55% -38 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: 4,808 shares; 2024Q4: 3,895 shares; 2025Q1: 5,404 shares; 2025Q2: 5,745 shares; 2025Q3: 5,856 shares; 2025Q4: 8,137 shares; 2026Q1: 7,092 shares 7,092 $1.5M 0.55% -1,045 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,105 shares; 2024Q4: 21,044 shares; 2025Q1: 21,570 shares; 2025Q2: 22,694 shares; 2025Q3: 28,649 shares; 2025Q4: 29,711 shares; 2026Q1: 25,670 shares 25,670 $1.49M 0.54% -4,041 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: 28,633 shares; 2024Q4: 29,293 shares; 2025Q1: 29,559 shares; 2025Q2: 29,835 shares; 2025Q3: 29,063 shares; 2025Q4: 28,187 shares; 2026Q1: 27,470 shares 27,470 $1.44M 0.53% -717 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: 25,831 shares; 2024Q4: 25,139 shares; 2025Q1: 28,170 shares; 2025Q2: 27,868 shares; 2025Q3: 34,202 shares; 2025Q4: 37,715 shares; 2026Q1: 50,987 shares 50,987 $1.43M 0.52% +13,272 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: 13,637 shares; 2024Q4: 12,432 shares; 2025Q1: 12,530 shares; 2025Q2: 11,422 shares; 2025Q3: 11,807 shares; 2025Q4: 12,309 shares; 2026Q1: 11,466 shares 11,466 $1.43M 0.52% -843 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: 13,978 shares; 2024Q4: 13,992 shares; 2025Q1: 13,872 shares; 2025Q2: 13,881 shares; 2025Q3: 13,882 shares; 2025Q4: 20,274 shares; 2026Q1: 21,313 shares 21,313 $1.41M 0.51% +1,039 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: 1,301 shares; 2024Q4: 1,334 shares; 2025Q1: 1,334 shares; 2025Q2: 1,365 shares; 2025Q3: 1,232 shares; 2025Q4: 1,162 shares; 2026Q1: 1,379 shares 1,379 $1.37M 0.5% +217 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: 7,478 shares; 2024Q4: 7,349 shares; 2025Q1: 6,738 shares; 2025Q2: 6,934 shares; 2025Q3: 6,627 shares; 2025Q4: 4,572 shares; 2026Q1: 4,166 shares 4,166 $1.37M 0.5% -406 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,417 shares 6,417 $1.3M 0.48% new Timeline SHYG 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: 17,622 shares; 2024Q4: 22,348 shares; 2025Q1: 24,233 shares; 2025Q2: 24,311 shares; 2025Q3: 28,615 shares; 2025Q4: 31,237 shares; 2026Q1: 30,003 shares 30,003 $1.27M 0.46% -1,234 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,648 shares; 2025Q1: 3,564 shares; 2025Q2: 3,012 shares; 2025Q3: 2,340 shares; 2025Q4: 2,724 shares; 2026Q1: 3,583 shares 3,583 $1.26M 0.46% +859 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,730 shares 15,730 $1.17M 0.43% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,177 shares 11,177 $1.17M 0.43% new Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 11,874 shares; 2025Q1: 12,084 shares; 2025Q2: 11,993 shares; 2025Q3: 12,344 shares; 2025Q4: 12,483 shares; 2026Q1: 13,063 shares 13,063 $1.16M 0.42% +580 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,150 shares; 2024Q4: 31,580 shares; 2025Q1: 31,689 shares; 2025Q2: 27,360 shares; 2025Q3: 20,931 shares; 2025Q4: 26,073 shares; 2026Q1: 25,741 shares 25,741 $1.15M 0.42% -332 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,191 shares; 2025Q4: 2,802 shares; 2026Q1: 3,375 shares 3,375 $1.14M 0.42% +573 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: 4,767 shares; 2024Q4: 4,983 shares; 2025Q1: 5,398 shares; 2025Q2: 5,346 shares; 2025Q3: 5,220 shares; 2025Q4: 5,291 shares; 2026Q1: 5,239 shares 5,239 $1.14M 0.41% -52 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: 11,788 shares; 2025Q1: 9,951 shares; 2025Q2: 16,986 shares; 2025Q3: 35,702 shares; 2025Q4: 40,462 shares; 2026Q1: 41,046 shares 41,046 $1.08M 0.39% +584 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: 6,423 shares; 2024Q4: 5,945 shares; 2025Q1: 5,027 shares; 2025Q2: 6,181 shares; 2025Q3: 6,059 shares; 2025Q4: 12,588 shares; 2026Q1: 17,209 shares 17,209 $1.05M 0.38% +4,621 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,276 shares 8,276 $1.05M 0.38% new 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: 5,136 shares; 2024Q4: 4,773 shares; 2025Q1: 4,793 shares; 2025Q2: 4,794 shares; 2025Q3: 10,114 shares; 2025Q4: 9,961 shares; 2026Q1: 13,444 shares 13,444 $1.04M 0.38% +3,483 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: 16,780 shares; 2024Q4: 16,262 shares; 2025Q1: 16,068 shares; 2025Q2: 3,777 shares; 2025Q3: 4,518 shares; 2025Q4: 4,209 shares; 2026Q1: 16,106 shares 16,106 $1.01M 0.37% +11,897 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: 11,308 shares; 2024Q4: 9,831 shares; 2025Q1: 8,968 shares; 2025Q2: 9,187 shares; 2025Q3: 16,286 shares; 2025Q4: 18,932 shares; 2026Q1: 19,595 shares 19,595 $984K 0.36% +663 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: 11,936 shares; 2025Q4: 14,359 shares; 2026Q1: 14,962 shares 14,962 $915K 0.33% +603 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: 3,052 shares; 2024Q4: 3,027 shares; 2025Q1: 3,058 shares; 2025Q2: 3,037 shares; 2025Q3: 3,026 shares; 2025Q4: 3,007 shares; 2026Q1: 2,852 shares 2,852 $915K 0.33% -155 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: 1,937 shares; 2024Q4: 1,489 shares; 2025Q1: 1,749 shares; 2025Q2: 2,182 shares; 2025Q3: 2,306 shares; 2025Q4: 2,838 shares; 2026Q1: 2,431 shares 2,431 $904K 0.33% -407 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,388 shares; 2024Q4: 5,467 shares; 2025Q1: 5,420 shares; 2025Q2: 5,560 shares; 2025Q3: 5,648 shares; 2025Q4: 5,619 shares; 2026Q1: 5,625 shares 5,625 $898K 0.33% +6 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,777 shares; 2024Q4: 12,803 shares; 2025Q1: 12,872 shares; 2025Q2: 12,812 shares; 2025Q3: 18,167 shares; 2025Q4: 20,317 shares; 2026Q1: 19,606 shares 19,606 $895K 0.33% -711 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,206 shares; 2024Q4: 5,482 shares; 2025Q1: 5,746 shares; 2025Q2: 6,015 shares; 2025Q3: 4,731 shares; 2025Q4: 5,331 shares; 2026Q1: 4,718 shares 4,718 $895K 0.33% -613 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,573 shares; 2025Q1: 2,301 shares; 2025Q2: 2,349 shares; 2025Q3: 2,165 shares; 2025Q4: 2,128 shares; 2026Q1: 2,733 shares 2,733 $891K 0.32% +605 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: 7,841 shares; 2024Q4: 7,654 shares; 2025Q1: 11,905 shares; 2025Q2: 8,521 shares; 2025Q3: 6,200 shares; 2025Q4: 6,118 shares; 2026Q1: 5,322 shares 5,322 $876K 0.32% -796 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,226 shares; 2025Q4: not reported; 2026Q1: 12,070 shares 12,070 $868K 0.32% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,782 shares; 2024Q4: 3,981 shares; 2025Q1: 3,995 shares; 2025Q2: 4,178 shares; 2025Q3: 2,924 shares; 2025Q4: 2,920 shares; 2026Q1: 2,936 shares 2,936 $867K 0.32% +16 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: 4,917 shares; 2024Q4: 2,595 shares; 2025Q1: 4,747 shares; 2025Q2: 6,910 shares; 2025Q3: 5,807 shares; 2025Q4: 1,902 shares; 2026Q1: 6,755 shares 6,755 $863K 0.31% +4,853 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: 3,209 shares; 2024Q4: 3,251 shares; 2025Q1: 2,858 shares; 2025Q2: 2,841 shares; 2025Q3: 2,778 shares; 2025Q4: 2,754 shares; 2026Q1: 3,946 shares 3,946 $858K 0.31% +1,192 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: 9,850 shares; 2024Q4: 11,989 shares; 2025Q1: 10,766 shares; 2025Q2: 10,750 shares; 2025Q3: 10,349 shares; 2025Q4: 9,152 shares; 2026Q1: 8,955 shares 8,955 $850K 0.31% -197 Timeline SDIV 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: 25,750 shares; 2025Q4: 31,836 shares; 2026Q1: 32,879 shares 32,879 $831K 0.3% +1,043 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,415 shares; 2025Q2: 6,171 shares; 2025Q3: 4,277 shares; 2025Q4: 3,276 shares; 2026Q1: 3,296 shares 3,296 $817K 0.3% +20 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 13,607 shares; 2025Q4: 16,121 shares; 2026Q1: 16,540 shares 16,540 $817K 0.3% +419 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,317 shares; 2025Q4: 9,869 shares; 2026Q1: 10,198 shares 10,198 $815K 0.3% +329 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: 6,840 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,362 shares; 2025Q4: 25,882 shares; 2026Q1: 26,587 shares 26,587 $806K 0.29% +705 Timeline RYLD 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: 40,581 shares; 2025Q4: 49,762 shares; 2026Q1: 51,654 shares 51,654 $772K 0.28% +1,892 Timeline SCHZ 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: 8,969 shares; 2024Q4: 32,087 shares; 2025Q1: 33,500 shares; 2025Q2: 30,664 shares; 2025Q3: 32,060 shares; 2025Q4: 31,164 shares; 2026Q1: 32,799 shares 32,799 $762K 0.28% +1,635 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,380 shares; 2025Q4: 43,071 shares; 2026Q1: 44,409 shares 44,409 $760K 0.28% +1,338 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: 17,522 shares; 2024Q4: 25,982 shares; 2025Q1: 25,954 shares; 2025Q2: 32,764 shares; 2025Q3: 24,259 shares; 2025Q4: 23,850 shares; 2026Q1: 22,632 shares 22,632 $759K 0.28% -1,218 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 279 shares; 2024Q4: 371 shares; 2025Q1: 367 shares; 2025Q2: 395 shares; 2025Q3: 419 shares; 2025Q4: 395 shares; 2026Q1: 395 shares 395 $756K 0.28% 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: 14,229 shares; 2024Q4: 18,176 shares; 2025Q1: 14,084 shares; 2025Q2: 21,288 shares; 2025Q3: 17,229 shares; 2025Q4: 14,532 shares; 2026Q1: 10,107 shares 10,107 $751K 0.27% -4,425 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,661 shares; 2024Q4: 4,880 shares; 2025Q1: 4,889 shares; 2025Q2: 4,820 shares; 2025Q3: 4,761 shares; 2025Q4: 4,961 shares; 2026Q1: 5,103 shares 5,103 $737K 0.27% +142 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: 7,688 shares; 2024Q4: 8,768 shares; 2025Q1: 9,553 shares; 2025Q2: 9,348 shares; 2025Q3: 6,751 shares; 2025Q4: 3,719 shares; 2026Q1: 3,814 shares 3,814 $732K 0.27% +95 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,224 shares; 2024Q4: 33,883 shares; 2025Q1: 33,637 shares; 2025Q2: 32,710 shares; 2025Q3: 34,319 shares; 2025Q4: 25,130 shares; 2026Q1: 18,900 shares 18,900 $726K 0.26% -6,230 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,290 shares; 2025Q1: 1,860 shares; 2025Q2: 1,862 shares; 2025Q3: 1,715 shares; 2025Q4: 1,657 shares; 2026Q1: 1,658 shares 1,658 $720K 0.26% +1 Timeline BOTZ 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: 15,688 shares; 2024Q4: 15,600 shares; 2025Q1: 16,191 shares; 2025Q2: 16,242 shares; 2025Q3: 23,957 shares; 2025Q4: 23,269 shares; 2026Q1: 21,190 shares 21,190 $704K 0.26% -2,079 Timeline JPIE 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: 6,551 shares; 2025Q3: 13,692 shares; 2025Q4: 15,000 shares; 2026Q1: 15,148 shares 15,148 $698K 0.25% +148 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,253 shares 30,253 $693K 0.25% new Timeline SCHX 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: 7,930 shares; 2024Q4: 23,790 shares; 2025Q1: 23,790 shares; 2025Q2: 23,790 shares; 2025Q3: 23,790 shares; 2025Q4: 23,790 shares; 2026Q1: 27,027 shares 27,027 $693K 0.25% +3,237 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 1,262 shares; 2025Q1: 1,260 shares; 2025Q2: 1,241 shares; 2025Q3: 1,243 shares; 2025Q4: 1,232 shares; 2026Q1: 1,229 shares 1,229 $692K 0.25% -3 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,088 shares; 2024Q4: 27,249 shares; 2025Q1: 29,850 shares; 2025Q2: 21,520 shares; 2025Q3: 26,685 shares; 2025Q4: 28,177 shares; 2026Q1: 23,574 shares 23,574 $687K 0.25% -4,603 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,089 shares; 2024Q4: 9,787 shares; 2025Q1: 9,076 shares; 2025Q2: 6,236 shares; 2025Q3: 5,192 shares; 2025Q4: 3,704 shares; 2026Q1: 5,453 shares 5,453 $656K 0.24% +1,749 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: 5,186 shares; 2024Q4: 5,113 shares; 2025Q1: 5,536 shares; 2025Q2: 5,274 shares; 2025Q3: 5,494 shares; 2025Q4: 4,666 shares; 2026Q1: 7,536 shares 7,536 $653K 0.24% +2,870 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,186 shares; 2026Q1: 13,062 shares 13,062 $648K 0.24% +2,876 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: 4,490 shares; 2024Q4: 4,490 shares; 2025Q1: 4,490 shares; 2025Q2: 4,489 shares; 2025Q3: 4,489 shares; 2025Q4: 4,489 shares; 2026Q1: 4,493 shares 4,493 $640K 0.23% +4 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,620 shares; 2025Q4: 8,953 shares; 2026Q1: 9,684 shares 9,684 $637K 0.23% +731 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: 2,934 shares; 2024Q4: 3,271 shares; 2025Q1: 2,772 shares; 2025Q2: 2,981 shares; 2025Q3: 2,492 shares; 2025Q4: 2,996 shares; 2026Q1: 3,253 shares 3,253 $632K 0.23% +257 Timeline BANK OF AMER CORP 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: 527 shares; 2024Q4: 529 shares; 2025Q1: 530 shares; 2025Q2: 531 shares; 2025Q3: 533 shares; 2025Q4: 526 shares; 2026Q1: 528 shares 528 $629K 0.23% +2 BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,317 shares; 2025Q3: 17,214 shares; 2025Q4: 18,717 shares; 2026Q1: 18,570 shares 18,570 $612K 0.22% -147 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,384 shares; 2025Q2: 13,391 shares; 2025Q3: 13,986 shares; 2025Q4: 13,355 shares; 2026Q1: 13,296 shares 13,296 $610K 0.22% -59 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,376 shares; 2025Q4: 3,776 shares; 2026Q1: 3,689 shares 3,689 $603K 0.22% -87 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: 5,521 shares; 2024Q4: 2,708 shares; 2025Q1: 2,750 shares; 2025Q2: 1,998 shares; 2025Q3: 1,616 shares; 2025Q4: 1,632 shares; 2026Q1: 3,884 shares 3,884 $603K 0.22% +2,252 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: 2,441 shares; 2024Q4: 2,456 shares; 2025Q1: 2,437 shares; 2025Q2: 2,280 shares; 2025Q3: 2,250 shares; 2025Q4: 2,270 shares; 2026Q1: 2,334 shares 2,334 $601K 0.22% +64 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: not reported; 2024Q4: 9,662 shares; 2025Q1: 23,348 shares; 2025Q2: 26,173 shares; 2025Q3: 23,238 shares; 2025Q4: 20,395 shares; 2026Q1: 20,412 shares 20,412 $592K 0.22% +17 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,382 shares; 2024Q4: 9,648 shares; 2025Q1: 8,845 shares; 2025Q2: 8,979 shares; 2025Q3: 12,069 shares; 2025Q4: 12,298 shares; 2026Q1: 11,287 shares 11,287 $586K 0.21% -1,011 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: 7,377 shares; 2024Q4: 6,607 shares; 2025Q1: 9,666 shares; 2025Q2: 16,836 shares; 2025Q3: 15,538 shares; 2025Q4: 16,359 shares; 2026Q1: 8,382 shares 8,382 $585K 0.21% -7,977 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,617 shares; 2025Q4: 9,323 shares; 2026Q1: 10,931 shares 10,931 $583K 0.21% +1,608 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,389 shares; 2024Q4: 8,515 shares; 2025Q1: 7,931 shares; 2025Q2: 6,755 shares; 2025Q3: 6,061 shares; 2025Q4: 6,030 shares; 2026Q1: 6,030 shares 6,030 $583K 0.21% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 14,413 shares; 2025Q1: 14,413 shares; 2025Q2: 14,413 shares; 2025Q3: 14,413 shares; 2025Q4: 14,413 shares; 2026Q1: 14,413 shares 14,413 $580K 0.21% 0 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,925 shares; 2025Q3: 15,003 shares; 2025Q4: 15,019 shares; 2026Q1: 15,963 shares 15,963 $578K 0.21% +944 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 880 shares; 2024Q4: 586 shares; 2025Q1: 601 shares; 2025Q2: 607 shares; 2025Q3: not reported; 2025Q4: 1,149 shares; 2026Q1: 1,260 shares 1,260 $563K 0.21% +111 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,330 shares; 2025Q3: 9,346 shares; 2025Q4: 10,296 shares; 2026Q1: 10,492 shares 10,492 $558K 0.2% +196 Timeline CLIP 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: 7,119 shares; 2025Q3: 6,021 shares; 2025Q4: 8,037 shares; 2026Q1: 5,529 shares 5,529 $555K 0.2% -2,508 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: 2,671 shares; 2024Q4: 2,569 shares; 2025Q1: 2,275 shares; 2025Q2: 2,151 shares; 2025Q3: 2,173 shares; 2025Q4: 2,097 shares; 2026Q1: 2,252 shares 2,252 $546K 0.2% +155 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,008 shares 8,008 $546K 0.2% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 658 shares; 2026Q1: 741 shares 741 $539K 0.2% +83 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,231 shares 16,231 $522K 0.19% new Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,819 shares; 2025Q4: 12,191 shares; 2026Q1: 11,164 shares 11,164 $521K 0.19% -1,027 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 733 shares; 2024Q4: 728 shares; 2025Q1: 709 shares; 2025Q2: 687 shares; 2025Q3: 1,236 shares; 2025Q4: 1,606 shares; 2026Q1: 1,415 shares 1,415 $520K 0.19% -191 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,900 shares; 2025Q4: 11,855 shares; 2026Q1: 11,696 shares 11,696 $516K 0.19% -159 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: not reported; 2025Q3: 4,737 shares; 2025Q4: 5,209 shares; 2026Q1: 5,120 shares 5,120 $515K 0.19% -89 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,393 shares; 2024Q4: 11,941 shares; 2025Q1: 11,190 shares; 2025Q2: 3,895 shares; 2025Q3: 5,507 shares; 2025Q4: 5,991 shares; 2026Q1: 6,516 shares 6,516 $513K 0.19% +525 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,925 shares; 2025Q2: 4,512 shares; 2025Q3: 4,196 shares; 2025Q4: 3,933 shares; 2026Q1: 3,761 shares 3,761 $511K 0.19% -172 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,678 shares; 2025Q3: 11,410 shares; 2025Q4: 15,952 shares; 2026Q1: 16,092 shares 16,092 $509K 0.19% +140 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,690 shares; 2025Q3: 9,173 shares; 2025Q4: 9,406 shares; 2026Q1: 10,151 shares 10,151 $508K 0.19% +745 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,155 shares; 2024Q4: 3,079 shares; 2025Q1: 3,041 shares; 2025Q2: 3,347 shares; 2025Q3: 2,452 shares; 2025Q4: 2,316 shares; 2026Q1: 2,313 shares 2,313 $507K 0.18% -3 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,986 shares; 2024Q4: 12,214 shares; 2025Q1: 11,030 shares; 2025Q2: 11,526 shares; 2025Q3: 11,606 shares; 2025Q4: 11,763 shares; 2026Q1: 10,750 shares 10,750 $504K 0.18% -1,013 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,309 shares 7,309 $500K 0.18% new Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,323 shares; 2025Q4: 21,856 shares; 2026Q1: 19,952 shares 19,952 $492K 0.18% -1,904 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,856 shares; 2025Q2: 11,450 shares; 2025Q3: 10,815 shares; 2025Q4: 10,331 shares; 2026Q1: 7,065 shares 7,065 $490K 0.18% -3,266 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,061 shares; 2025Q4: 19,746 shares; 2026Q1: 19,923 shares 19,923 $484K 0.18% +177 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: 10,902 shares; 2024Q4: 5,416 shares; 2025Q1: 5,430 shares; 2025Q2: 4,378 shares; 2025Q3: 4,369 shares; 2025Q4: 5,082 shares; 2026Q1: 4,844 shares 4,844 $481K 0.18% -238 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: 1,873 shares; 2024Q4: 1,824 shares; 2025Q1: 1,752 shares; 2025Q2: 1,851 shares; 2025Q3: 1,551 shares; 2025Q4: 1,222 shares; 2026Q1: 1,231 shares 1,231 $472K 0.17% +9 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,954 shares; 2026Q1: 5,001 shares 5,001 $465K 0.17% +47 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL 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: 10,268 shares; 2025Q3: 21,872 shares; 2025Q4: 24,319 shares; 2026Q1: 24,441 shares 24,441 $460K 0.17% +122 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,675 shares; 2025Q3: 4,675 shares; 2025Q4: 4,675 shares; 2026Q1: 4,722 shares 4,722 $459K 0.17% +47 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 889 shares; 2025Q2: 915 shares; 2025Q3: 907 shares; 2025Q4: not reported; 2026Q1: 1,997 shares 1,997 $459K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,723 shares 4,723 $456K 0.17% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,376 shares 5,376 $454K 0.17% new 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: 1,299 shares; 2024Q4: 1,365 shares; 2025Q1: 1,191 shares; 2025Q2: 1,390 shares; 2025Q3: 802 shares; 2025Q4: 783 shares; 2026Q1: 746 shares 746 $451K 0.16% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares; 2026Q1: 1,958 shares 1,958 $443K 0.16% +32 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,536 shares; 2024Q4: 2,053 shares; 2025Q1: 2,230 shares; 2025Q2: 2,698 shares; 2025Q3: 959 shares; 2025Q4: 956 shares; 2026Q1: 957 shares 957 $441K 0.16% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,335 shares; 2025Q3: 2,339 shares; 2025Q4: 2,146 shares; 2026Q1: 2,140 shares 2,140 $435K 0.16% -6 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,281 shares; 2025Q1: 12,957 shares; 2025Q2: 12,662 shares; 2025Q3: 12,376 shares; 2025Q4: 12,599 shares; 2026Q1: 12,899 shares 12,899 $435K 0.16% +300 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 831 shares; 2025Q3: 842 shares; 2025Q4: 862 shares; 2026Q1: 870 shares 870 $431K 0.16% +8 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $430K 0.16% 0 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: 2,866 shares; 2025Q3: 4,094 shares; 2025Q4: 4,325 shares; 2026Q1: 4,238 shares 4,238 $427K 0.16% -87 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,389 shares 10,389 $427K 0.16% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: 513 shares; 2025Q1: 519 shares; 2025Q2: 523 shares; 2025Q3: 624 shares; 2025Q4: 690 shares; 2026Q1: 861 shares 861 $423K 0.15% +171 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,534 shares; 2025Q1: 1,439 shares; 2025Q2: 1,397 shares; 2025Q3: 1,298 shares; 2025Q4: 1,481 shares; 2026Q1: 1,454 shares 1,454 $422K 0.15% -27 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,296 shares; 2026Q1: 5,179 shares 5,179 $417K 0.15% +883 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: 4,623 shares; 2024Q4: 3,784 shares; 2025Q1: 3,597 shares; 2025Q2: 3,611 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,080 shares 9,080 $417K 0.15% new 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: 4,460 shares; 2024Q4: 3,526 shares; 2025Q1: 3,426 shares; 2025Q2: 5,103 shares; 2025Q3: 4,511 shares; 2025Q4: 3,202 shares; 2026Q1: 3,162 shares 3,162 $414K 0.15% -40 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,584 shares; 2025Q1: 2,560 shares; 2025Q2: 2,606 shares; 2025Q3: 2,593 shares; 2025Q4: 1,977 shares; 2026Q1: 1,970 shares 1,970 $414K 0.15% -7 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 473 shares 473 $412K 0.15% new 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: 2,275 shares; 2025Q1: 2,336 shares; 2025Q2: 2,345 shares; 2025Q3: 2,258 shares; 2025Q4: 3,473 shares; 2026Q1: 3,675 shares 3,675 $412K 0.15% +202 Timeline QQQM 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: 2,490 shares; 2024Q4: 2,443 shares; 2025Q1: 2,458 shares; 2025Q2: 2,730 shares; 2025Q3: 2,011 shares; 2025Q4: 1,722 shares; 2026Q1: 1,727 shares 1,727 $410K 0.15% +5 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,261 shares; 2024Q4: 15,461 shares; 2025Q1: 15,461 shares; 2025Q2: 17,461 shares; 2025Q3: 16,681 shares; 2025Q4: 19,337 shares; 2026Q1: 19,153 shares 19,153 $410K 0.15% -184 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 592 shares; 2024Q4: 1,169 shares; 2025Q1: not reported; 2025Q2: 1,279 shares; 2025Q3: 1,424 shares; 2025Q4: 1,416 shares; 2026Q1: 2,538 shares 2,538 $407K 0.15% +1,122 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: 3,187 shares; 2024Q4: 3,012 shares; 2025Q1: 2,932 shares; 2025Q2: 2,932 shares; 2025Q3: 2,895 shares; 2025Q4: 2,737 shares; 2026Q1: 2,738 shares 2,738 $405K 0.15% +1 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 677 shares 677 $401K 0.15% new 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: not reported; 2025Q2: not reported; 2025Q3: 1,465 shares; 2025Q4: 1,536 shares; 2026Q1: 2,730 shares 2,730 $399K 0.15% +1,194 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,826 shares; 2024Q4: 14,353 shares; 2025Q1: 16,897 shares; 2025Q2: 19,584 shares; 2025Q3: 16,412 shares; 2025Q4: 15,154 shares; 2026Q1: 12,760 shares 12,760 $395K 0.14% -2,394 Timeline SYBT STOCK YDS BANCORP INC More: the full row for STOCK YDS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,328 shares; 2024Q4: 5,947 shares; 2025Q1: 5,947 shares; 2025Q2: 5,951 shares; 2025Q3: 5,954 shares; 2025Q4: 5,954 shares; 2026Q1: 5,954 shares 5,954 $395K 0.14% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,985 shares; 2025Q3: 1,401 shares; 2025Q4: 1,700 shares; 2026Q1: 1,627 shares 1,627 $394K 0.14% -73 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,257 shares; 2025Q1: 1,249 shares; 2025Q2: 1,265 shares; 2025Q3: 1,269 shares; 2025Q4: 1,265 shares; 2026Q1: 1,242 shares 1,242 $386K 0.14% -23 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 279 shares 279 $385K 0.14% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN 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: 5,883 shares; 2025Q4: 7,519 shares; 2026Q1: 7,644 shares 7,644 $382K 0.14% +125 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,152 shares; 2024Q4: 2,155 shares; 2025Q1: 2,215 shares; 2025Q2: 2,215 shares; 2025Q3: 2,215 shares; 2025Q4: 2,215 shares; 2026Q1: 2,227 shares 2,227 $377K 0.14% +12 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: 1,516 shares; 2024Q4: 1,398 shares; 2025Q1: 1,393 shares; 2025Q2: 1,402 shares; 2025Q3: 1,323 shares; 2025Q4: 1,278 shares; 2026Q1: 1,276 shares 1,276 $366K 0.13% -2 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: 2,441 shares; 2024Q4: 5,318 shares; 2025Q1: 1,831 shares; 2025Q2: 2,968 shares; 2025Q3: 2,485 shares; 2025Q4: 2,440 shares; 2026Q1: 2,459 shares 2,459 $362K 0.13% +19 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,867 shares; 2025Q1: 2,863 shares; 2025Q2: 3,131 shares; 2025Q3: 2,255 shares; 2025Q4: 1,729 shares; 2026Q1: 1,728 shares 1,728 $357K 0.13% -1 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: 576 shares; 2024Q4: 576 shares; 2025Q1: 395 shares; 2025Q2: 404 shares; 2025Q3: 380 shares; 2025Q4: 596 shares; 2026Q1: 594 shares 594 $355K 0.13% -2 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $354K 0.13% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,416 shares; 2024Q4: 3,415 shares; 2025Q1: 3,347 shares; 2025Q2: 3,469 shares; 2025Q3: 3,530 shares; 2025Q4: 2,821 shares; 2026Q1: 3,195 shares 3,195 $348K 0.13% +374 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,928 shares; 2026Q1: 1,933 shares 1,933 $347K 0.13% +5 Timeline LSGR NATIXIS ETF TRUST II More: the full row for NATIXIS ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,067 shares; 2025Q4: 5,025 shares; 2026Q1: 8,754 shares 8,754 $345K 0.13% +3,729 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: 5,028 shares; 2024Q4: 6,817 shares; 2025Q1: 6,156 shares; 2025Q2: 4,426 shares; 2025Q3: 6,411 shares; 2025Q4: 7,334 shares; 2026Q1: 6,948 shares 6,948 $343K 0.13% -386 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,089 shares 2,089 $338K 0.12% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 8,200 shares; 2025Q3: 8,200 shares; 2025Q4: 7,200 shares; 2026Q1: 7,080 shares 7,080 $338K 0.12% -120 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,617 shares; 2025Q1: 1,584 shares; 2025Q2: 1,607 shares; 2025Q3: 1,250 shares; 2025Q4: 885 shares; 2026Q1: 806 shares 806 $336K 0.12% -79 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,393 shares 8,393 $330K 0.12% new Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,620 shares; 2024Q4: 15,620 shares; 2025Q1: 15,620 shares; 2025Q2: 15,620 shares; 2025Q3: 15,620 shares; 2025Q4: 15,526 shares; 2026Q1: 15,526 shares 15,526 $322K 0.12% 0 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: 4,987 shares; 2024Q4: 5,042 shares; 2025Q1: 5,153 shares; 2025Q2: 4,755 shares; 2025Q3: 4,762 shares; 2025Q4: 4,684 shares; 2026Q1: 4,759 shares 4,759 $321K 0.12% +75 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: 302 shares; 2024Q4: 302 shares; 2025Q1: 1,010 shares; 2025Q2: 1,102 shares; 2025Q3: 1,086 shares; 2025Q4: 3,274 shares; 2026Q1: 3,313 shares 3,313 $319K 0.12% +39 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,589 shares; 2024Q4: 3,264 shares; 2025Q1: 3,286 shares; 2025Q2: 3,569 shares; 2025Q3: 3,127 shares; 2025Q4: 2,882 shares; 2026Q1: 2,958 shares 2,958 $317K 0.12% +76 Timeline ISHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,653 shares; 2025Q4: 3,391 shares; 2026Q1: 4,191 shares 4,191 $311K 0.11% +800 Timeline HELO 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: 7,125 shares; 2024Q4: 6,596 shares; 2025Q1: 6,928 shares; 2025Q2: 7,248 shares; 2025Q3: 5,916 shares; 2025Q4: 4,737 shares; 2026Q1: 4,861 shares 4,861 $311K 0.11% +124 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: not reported; 2024Q4: not reported; 2025Q1: 1,486 shares; 2025Q2: 2,593 shares; 2025Q3: 4,978 shares; 2025Q4: not reported; 2026Q1: 2,100 shares 2,100 $308K 0.11% new 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: 5,687 shares; 2024Q4: 4,500 shares; 2025Q1: 4,256 shares; 2025Q2: 4,137 shares; 2025Q3: 3,747 shares; 2025Q4: 3,910 shares; 2026Q1: 4,229 shares 4,229 $308K 0.11% +319 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,022 shares 7,022 $308K 0.11% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,498 shares; 2024Q4: 16,391 shares; 2025Q1: 12,880 shares; 2025Q2: 12,433 shares; 2025Q3: 10,301 shares; 2025Q4: 9,847 shares; 2026Q1: 9,824 shares 9,824 $300K 0.11% -23 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,556 shares; 2024Q4: 1,560 shares; 2025Q1: 1,599 shares; 2025Q2: 1,644 shares; 2025Q3: 1,651 shares; 2025Q4: 1,651 shares; 2026Q1: 1,641 shares 1,641 $299K 0.11% -10 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,734 shares; 2025Q3: 12,256 shares; 2025Q4: 10,669 shares; 2026Q1: 9,866 shares 9,866 $298K 0.11% -803 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,182 shares 4,182 $296K 0.11% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,950 shares; 2025Q4: 4,232 shares; 2026Q1: 4,168 shares 4,168 $294K 0.11% -64 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,788 shares 3,788 $292K 0.11% new 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: 12,329 shares; 2024Q4: 4,245 shares; 2025Q1: 3,688 shares; 2025Q2: 3,728 shares; 2025Q3: 2,686 shares; 2025Q4: not reported; 2026Q1: 3,224 shares 3,224 $292K 0.11% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 2,574 shares 2,574 $291K 0.11% new Timeline WELD TEMA ETF TRUST More: the full row for TEMA 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: 5,642 shares; 2025Q3: 5,642 shares; 2025Q4: 5,757 shares; 2026Q1: 5,757 shares 5,757 $287K 0.1% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 688 shares; 2025Q1: not reported; 2025Q2: 598 shares; 2025Q3: 578 shares; 2025Q4: 474 shares; 2026Q1: 734 shares 734 $287K 0.1% +260 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $283K 0.1% 0 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: 10,076 shares; 2026Q1: 11,386 shares 11,386 $278K 0.1% +1,310 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $276K 0.1% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,911 shares; 2024Q4: 9,810 shares; 2025Q1: 5,289 shares; 2025Q2: 5,326 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,461 shares 2,461 $274K 0.1% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,037 shares; 2025Q1: 2,008 shares; 2025Q2: 1,950 shares; 2025Q3: 1,988 shares; 2025Q4: 1,995 shares; 2026Q1: 2,570 shares 2,570 $264K 0.1% +575 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: 1,199 shares; 2024Q4: 1,599 shares; 2025Q1: 1,204 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 596 shares 596 $256K 0.09% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,846 shares; 2025Q4: 3,442 shares; 2026Q1: 3,548 shares 3,548 $255K 0.09% +106 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: 2,107 shares; 2024Q4: 2,112 shares; 2025Q1: 2,107 shares; 2025Q2: 2,055 shares; 2025Q3: 1,469 shares; 2025Q4: 1,523 shares; 2026Q1: 1,535 shares 1,535 $254K 0.09% +12 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $251K 0.09% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,383 shares; 2024Q4: 5,314 shares; 2025Q1: 4,616 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,357 shares; 2026Q1: 4,094 shares 4,094 $248K 0.09% -263 Timeline LAND GLADSTONE LD CORP More: the full row for GLADSTONE LD 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: 24,192 shares 24,192 $247K 0.09% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,141 shares 2,141 $246K 0.09% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,366 shares; 2024Q4: 5,433 shares; 2025Q1: 5,217 shares; 2025Q2: 5,550 shares; 2025Q3: 4,673 shares; 2025Q4: 12,309 shares; 2026Q1: 5,014 shares 5,014 $244K 0.09% -7,295 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,918 shares; 2026Q1: 3,153 shares 3,153 $240K 0.09% +235 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 911 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 988 shares 988 $233K 0.09% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,474 shares 3,474 $233K 0.08% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 1,001 shares; 2025Q4: 994 shares; 2026Q1: 965 shares 965 $228K 0.08% -29 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $227K 0.08% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,011 shares; 2025Q4: 943 shares; 2026Q1: 943 shares 943 $226K 0.08% 0 Timeline IEUR 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: 2,958 shares; 2026Q1: 3,220 shares 3,220 $226K 0.08% +262 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 612 shares; 2025Q3: 612 shares; 2025Q4: 612 shares; 2026Q1: 623 shares 623 $222K 0.08% +11 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 729 shares; 2026Q1: 651 shares 651 $220K 0.08% -78 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: 1,740 shares; 2024Q4: 1,694 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,807 shares 1,807 $219K 0.08% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: not reported; 2025Q1: 2,477 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,402 shares; 2026Q1: 2,414 shares 2,414 $218K 0.08% +12 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP 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: 21,362 shares 21,362 $217K 0.08% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 497 shares 497 $217K 0.08% new Timeline SPYH NEOS ETF TRUST More: the full row for NEOS 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: 4,046 shares; 2026Q1: 4,046 shares 4,046 $213K 0.08% 0 Timeline TMFC RBB FD INC More: the full row for RBB FD 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: 3,094 shares; 2025Q4: 3,094 shares; 2026Q1: 3,094 shares 3,094 $204K 0.07% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542 shares; 2024Q4: 543 shares; 2025Q1: 545 shares; 2025Q2: 365 shares; 2025Q3: 415 shares; 2025Q4: not reported; 2026Q1: 352 shares 352 $203K 0.07% new 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: 1,524 shares 1,524 $203K 0.07% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,392 shares 1,392 $202K 0.07% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,300 shares; 2026Q1: 44,200 shares 44,200 $136K 0.05% +23,900 Timeline XEVGX EATON VANCE SHORT DURATION D More: the full row for EATON VANCE SHORT DURATION D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,149 shares 12,149 $130K 0.05% new Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,443 shares 27,443 $127K 0.05% new Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 17,140 shares; 2025Q3: 17,202 shares; 2025Q4: 17,389 shares; 2026Q1: 10,494 shares 10,494 $123K 0.04% -6,895 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is 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: 20,033 shares 20,033 $102K 0.04% new Timeline TE T1 ENERGY INC More: the full row for T1 ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,900 shares; 2025Q4: 14,500 shares; 2026Q1: 14,500 shares 14,500 $63.7K 0.02% 0 Timeline IPWR IDEAL PWR INC More: the full row for IDEAL PWR 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: 20,040 shares 20,040 $56.7K 0.02% new Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,150 shares 10,150 $50.3K 0.02% new Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES 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: 12,500 shares; 2026Q1: 12,500 shares 12,500 $44.1K 0.02% 0 Timeline LAES SEALSQ CORP More: the full row for SEALSQ 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: 12,100 shares; 2026Q1: 15,750 shares 15,750 $41.3K 0.02% +3,650 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER 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: 11,050 shares 11,050 $33.1K 0.01% new Timeline BZAI BLAIZE HLDGS INC More: the full row for BLAIZE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,200 shares; 2026Q1: 17,000 shares 17,000 $30.9K 0.01% +3,800 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,500 shares 12,500 $28.2K 0.01% new Timeline SIDU SIDUS SPACE INC More: the full row for SIDUS SPACE 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: 12,100 shares; 2026Q1: 12,000 shares 12,000 $27.8K 0.01% -100 Timeline GWHT ESS TECH INC More: the full row for ESS TECH 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: 15,606 shares 15,606 $18.3K 0.01% new Timeline ARBE ARBE ROBOTICS LTD More: the full row for ARBE ROBOTICS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,900 shares; 2025Q4: 27,100 shares; 2026Q1: 27,100 shares 27,100 $16.5K 0.01% 0 Timeline