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: 164,953 shares; 2024Q4: 151,427 shares; 2025Q1: 140,429 shares; 2025Q2: 130,166 shares; 2025Q3: 127,383 shares; 2025Q4: 118,531 shares; 2026Q1: 111,312 shares 111,312 $64.2M 10.16% -7,219 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: 333,745 shares; 2024Q4: 329,923 shares; 2025Q1: 318,090 shares; 2025Q2: 290,767 shares; 2025Q3: 236,859 shares; 2025Q4: 221,497 shares; 2026Q1: 218,353 shares 218,353 $55.4M 8.76% -3,144 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: 167,709 shares; 2024Q4: 158,432 shares; 2025Q1: 155,604 shares; 2025Q2: 150,947 shares; 2025Q3: 139,497 shares; 2025Q4: 137,784 shares; 2026Q1: 138,483 shares 138,483 $39.8M 6.3% +699 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: 388,796 shares; 2024Q4: 1,589,809 shares; 2025Q1: 1,619,495 shares; 2025Q2: 1,513,062 shares; 2025Q3: 1,483,725 shares; 2025Q4: 1,415,926 shares; 2026Q1: 1,331,148 shares 1,331,148 $38.8M 6.13% -84,778 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: 118,774 shares; 2024Q4: 117,614 shares; 2025Q1: 113,415 shares; 2025Q2: 109,145 shares; 2025Q3: 107,551 shares; 2025Q4: 105,644 shares; 2026Q1: 104,097 shares 104,097 $38.5M 6.09% -1,547 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: 211,288 shares; 2024Q4: 204,083 shares; 2025Q1: 200,582 shares; 2025Q2: 194,496 shares; 2025Q3: 188,049 shares; 2025Q4: 185,605 shares; 2026Q1: 183,073 shares 183,073 $38.1M 6.03% -2,532 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: 512,966 shares; 2024Q4: 525,473 shares; 2025Q1: 558,228 shares; 2025Q2: 568,705 shares; 2025Q3: 493,313 shares; 2025Q4: 455,474 shares; 2026Q1: 454,637 shares 454,637 $22.2M 3.5% -837 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: 188,744 shares; 2024Q4: 236,681 shares; 2025Q1: 253,181 shares; 2025Q2: 262,327 shares; 2025Q3: 258,218 shares; 2025Q4: 268,933 shares; 2026Q1: 292,408 shares 292,408 $22M 3.48% +23,475 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: 49,667 shares; 2024Q4: 57,220 shares; 2025Q1: 65,358 shares; 2025Q2: 65,543 shares; 2025Q3: 68,434 shares; 2025Q4: 79,408 shares; 2026Q1: 79,236 shares 79,236 $18.8M 2.98% -172 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: 67,246 shares; 2024Q4: 71,309 shares; 2025Q1: 72,596 shares; 2025Q2: 74,597 shares; 2025Q3: 80,797 shares; 2025Q4: 99,928 shares; 2026Q1: 107,802 shares 107,802 $16M 2.52% +7,874 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: 30,936 shares; 2024Q4: 30,785 shares; 2025Q1: 29,123 shares; 2025Q2: 29,293 shares; 2025Q3: 28,141 shares; 2025Q4: 27,814 shares; 2026Q1: 26,249 shares 26,249 $15M 2.37% -1,565 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: 25,060 shares; 2024Q4: 30,666 shares; 2025Q1: 41,991 shares; 2025Q2: 43,950 shares; 2025Q3: 43,442 shares; 2025Q4: 44,553 shares; 2026Q1: 44,290 shares 44,290 $13M 2.06% -263 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,305 shares; 2024Q4: 16,646 shares; 2025Q1: 55,783 shares; 2025Q2: 94,388 shares; 2025Q3: 129,923 shares; 2025Q4: 209,695 shares; 2026Q1: 255,954 shares 255,954 $11.9M 1.88% +46,259 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: 89,997 shares; 2024Q4: 87,915 shares; 2025Q1: 83,452 shares; 2025Q2: 80,655 shares; 2025Q3: 80,535 shares; 2025Q4: 78,048 shares; 2026Q1: 75,939 shares 75,939 $10.8M 1.71% -2,109 Timeline IYW 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: 78,068 shares; 2024Q4: 70,548 shares; 2025Q1: 67,068 shares; 2025Q2: 69,542 shares; 2025Q3: 67,531 shares; 2025Q4: 62,328 shares; 2026Q1: 58,861 shares 58,861 $10.7M 1.69% -3,467 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: 99,376 shares; 2024Q4: 81,826 shares; 2025Q1: 74,947 shares; 2025Q2: 57,159 shares; 2025Q3: 37,368 shares; 2025Q4: 33,139 shares; 2026Q1: 28,186 shares 28,186 $10.5M 1.66% -4,953 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: 17,595 shares; 2024Q4: 21,860 shares; 2025Q1: 68,860 shares; 2025Q2: 100,904 shares; 2025Q3: 164,271 shares; 2025Q4: 300,913 shares; 2026Q1: 344,790 shares 344,790 $9.03M 1.43% +43,877 Timeline IXN 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: 103,664 shares; 2024Q4: 103,403 shares; 2025Q1: 98,548 shares; 2025Q2: 88,090 shares; 2025Q3: 87,464 shares; 2025Q4: 87,033 shares; 2026Q1: 85,429 shares 85,429 $8.54M 1.35% -1,604 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: 11,823 shares; 2025Q2: 55,825 shares; 2025Q3: 61,903 shares; 2025Q4: 72,981 shares; 2026Q1: 75,951 shares 75,951 $8.51M 1.35% +2,970 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,573 shares; 2024Q4: 79,670 shares; 2025Q1: 89,242 shares; 2025Q2: 105,100 shares; 2025Q3: 112,879 shares; 2025Q4: 152,630 shares; 2026Q1: 154,656 shares 154,656 $7.86M 1.24% +2,026 Timeline FNDX 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: 99,094 shares; 2024Q4: 312,121 shares; 2025Q1: 318,375 shares; 2025Q2: 283,545 shares; 2025Q3: 277,857 shares; 2025Q4: 278,303 shares; 2026Q1: 270,853 shares 270,853 $7.54M 1.19% -7,450 Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,342 shares; 2024Q4: 178,380 shares; 2025Q1: 207,065 shares; 2025Q2: 196,848 shares; 2025Q3: 189,443 shares; 2025Q4: 178,028 shares; 2026Q1: 182,989 shares 182,989 $7.48M 1.18% +4,961 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: 70,969 shares; 2024Q4: 69,455 shares; 2025Q1: 47,988 shares; 2025Q2: 51,348 shares; 2025Q3: 46,571 shares; 2025Q4: 42,253 shares; 2026Q1: 42,173 shares 42,173 $7.35M 1.16% -80 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: 58,213 shares; 2024Q4: 57,345 shares; 2025Q1: 69,948 shares; 2025Q2: 73,366 shares; 2025Q3: 84,231 shares; 2025Q4: 103,578 shares; 2026Q1: 115,215 shares 115,215 $5.98M 0.95% +11,637 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: 149,405 shares; 2024Q4: 184,298 shares; 2025Q1: 190,569 shares; 2025Q2: 184,555 shares; 2025Q3: 180,831 shares; 2025Q4: 163,320 shares; 2026Q1: 154,813 shares 154,813 $5.19M 0.82% -8,507 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,615 shares; 2024Q4: 94,865 shares; 2025Q1: 95,967 shares; 2025Q2: 86,398 shares; 2025Q3: 75,355 shares; 2025Q4: 139,962 shares; 2026Q1: 123,638 shares 123,638 $5.15M 0.81% -16,324 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: 71,517 shares; 2024Q4: 64,338 shares; 2025Q1: 58,110 shares; 2025Q2: 54,915 shares; 2025Q3: 54,834 shares; 2025Q4: 51,169 shares; 2026Q1: 42,868 shares 42,868 $4.85M 0.77% -8,301 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: 30,912 shares; 2024Q4: 31,838 shares; 2025Q1: 30,051 shares; 2025Q2: 27,370 shares; 2025Q3: 26,104 shares; 2025Q4: 24,514 shares; 2026Q1: 23,766 shares 23,766 $4.56M 0.72% -748 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: 19,762 shares; 2024Q4: 19,639 shares; 2025Q1: 18,918 shares; 2025Q2: 16,981 shares; 2025Q3: 16,212 shares; 2025Q4: 33,117 shares; 2026Q1: 33,122 shares 33,122 $4.4M 0.7% +5 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: 107,173 shares; 2024Q4: 136,910 shares; 2025Q1: 146,381 shares; 2025Q2: 143,469 shares; 2025Q3: 134,490 shares; 2025Q4: 119,325 shares; 2026Q1: 113,041 shares 113,041 $4.28M 0.68% -6,284 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,208 shares; 2024Q4: 53,860 shares; 2025Q1: 52,049 shares; 2025Q2: 48,969 shares; 2025Q3: 47,580 shares; 2025Q4: 44,613 shares; 2026Q1: 42,714 shares 42,714 $4.18M 0.66% -1,899 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: 6,897 shares; 2024Q4: 7,198 shares; 2025Q1: 7,440 shares; 2025Q2: 5,219 shares; 2025Q3: 5,326 shares; 2025Q4: 5,345 shares; 2026Q1: 5,852 shares 5,852 $4.15M 0.66% +507 Timeline PRF 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: 84,887 shares; 2024Q4: 86,215 shares; 2025Q1: 86,473 shares; 2025Q2: 86,165 shares; 2025Q3: 85,972 shares; 2025Q4: 85,978 shares; 2026Q1: 82,497 shares 82,497 $3.92M 0.62% -3,481 Timeline FBCG 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: 65,617 shares; 2024Q4: 74,334 shares; 2025Q1: 82,886 shares; 2025Q2: 67,171 shares; 2025Q3: 69,025 shares; 2025Q4: 66,364 shares; 2026Q1: 66,165 shares 66,165 $3.32M 0.52% -199 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: 6,150 shares; 2024Q4: 6,097 shares; 2025Q1: 5,213 shares; 2025Q2: 4,866 shares; 2025Q3: 4,761 shares; 2025Q4: 4,720 shares; 2026Q1: 4,674 shares 4,674 $3.04M 0.48% -46 Timeline IMTM 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: 6,589 shares; 2025Q3: 6,371 shares; 2025Q4: 16,388 shares; 2026Q1: 56,543 shares 56,543 $2.72M 0.43% +40,155 Timeline FNDF 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: 91,194 shares; 2024Q4: 88,349 shares; 2025Q1: 84,131 shares; 2025Q2: 46,912 shares; 2025Q3: 47,799 shares; 2025Q4: 44,807 shares; 2026Q1: 53,253 shares 53,253 $2.61M 0.41% +8,446 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: 28,419 shares; 2024Q4: 29,428 shares; 2025Q1: 29,861 shares; 2025Q2: 29,700 shares; 2025Q3: 29,229 shares; 2025Q4: 29,232 shares; 2026Q1: 28,535 shares 28,535 $2.55M 0.4% -697 Timeline BCGD BARON ETF TR More: the full row for BARON 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: 13,579 shares; 2026Q1: 103,909 shares 103,909 $2.43M 0.38% +90,330 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: 3,003 shares; 2024Q4: 3,075 shares; 2025Q1: 3,082 shares; 2025Q2: 4,085 shares; 2025Q3: 4,303 shares; 2025Q4: 5,814 shares; 2026Q1: 4,846 shares 4,846 $2.32M 0.37% -968 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 93,874 shares; 2026Q1: 39,598 shares 39,598 $2.09M 0.33% -54,276 Timeline FELC 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: 69,380 shares; 2024Q4: 68,815 shares; 2025Q1: 68,089 shares; 2025Q2: 67,578 shares; 2025Q3: 65,846 shares; 2025Q4: 65,994 shares; 2026Q1: 57,587 shares 57,587 $2.09M 0.33% -8,407 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,367 shares; 2024Q4: 13,554 shares; 2025Q1: 13,427 shares; 2025Q2: 13,116 shares; 2025Q3: 14,022 shares; 2025Q4: 29,427 shares; 2026Q1: 33,081 shares 33,081 $2.02M 0.32% +3,654 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: 4,469 shares; 2024Q4: 4,464 shares; 2025Q1: 4,459 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 4,392 shares; 2026Q1: 4,526 shares 4,526 $1.98M 0.31% +134 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,292 shares; 2024Q4: 12,448 shares; 2025Q1: 11,456 shares; 2025Q2: 10,526 shares; 2025Q3: 9,907 shares; 2025Q4: 9,618 shares; 2026Q1: 9,530 shares 9,530 $1.87M 0.3% -88 Timeline FELG 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: 83,224 shares; 2024Q4: 79,659 shares; 2025Q1: 63,586 shares; 2025Q2: 53,948 shares; 2025Q3: 53,912 shares; 2025Q4: 53,229 shares; 2026Q1: 47,204 shares 47,204 $1.77M 0.28% -6,025 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: 57,070 shares; 2024Q4: 168,656 shares; 2025Q1: 161,948 shares; 2025Q2: 156,224 shares; 2025Q3: 110,478 shares; 2025Q4: 56,600 shares; 2026Q1: 55,768 shares 55,768 $1.71M 0.27% -832 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,953 shares; 2025Q3: 13,539 shares; 2025Q4: 15,388 shares; 2026Q1: 29,330 shares 29,330 $1.71M 0.27% +13,942 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: 5,824 shares; 2024Q4: 5,830 shares; 2025Q1: 5,794 shares; 2025Q2: 5,869 shares; 2025Q3: 5,731 shares; 2025Q4: 5,085 shares; 2026Q1: 5,099 shares 5,099 $1.68M 0.27% +14 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: 1,862 shares; 2024Q4: 1,777 shares; 2025Q1: 1,703 shares; 2025Q2: 1,923 shares; 2025Q3: 1,800 shares; 2025Q4: 1,675 shares; 2026Q1: 1,675 shares 1,675 $1.67M 0.26% 0 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: 13,521 shares; 2024Q4: 17,784 shares; 2025Q1: 18,509 shares; 2025Q2: 19,044 shares; 2025Q3: 19,313 shares; 2025Q4: 17,243 shares; 2026Q1: 16,857 shares 16,857 $1.63M 0.26% -386 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: 8,384 shares; 2024Q4: 7,999 shares; 2025Q1: 7,673 shares; 2025Q2: 7,673 shares; 2025Q3: 7,537 shares; 2025Q4: 7,524 shares; 2026Q1: 7,514 shares 7,514 $1.62M 0.26% -10 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: 94,144 shares; 2024Q4: 160,709 shares; 2025Q1: 189,842 shares; 2025Q2: 182,437 shares; 2025Q3: 166,093 shares; 2025Q4: 75,056 shares; 2026Q1: 82,733 shares 82,733 $1.6M 0.25% +7,677 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,736 shares; 2025Q4: 8,488 shares; 2026Q1: 22,211 shares 22,211 $1.55M 0.24% +13,723 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 12,048 shares; 2025Q1: 12,226 shares; 2025Q2: 12,567 shares; 2025Q3: 14,094 shares; 2025Q4: 29,822 shares; 2026Q1: 29,776 shares 29,776 $1.54M 0.24% -46 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: 1,616 shares; 2024Q4: 1,585 shares; 2025Q1: 2,243 shares; 2025Q2: 5,233 shares; 2025Q3: 7,107 shares; 2025Q4: 5,371 shares; 2026Q1: 6,949 shares 6,949 $1.52M 0.24% +1,578 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: 1,713 shares; 2024Q4: 1,732 shares; 2025Q1: 1,879 shares; 2025Q2: 1,833 shares; 2025Q3: 1,328 shares; 2025Q4: 1,329 shares; 2026Q1: 1,630 shares 1,630 $1.5M 0.24% +301 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: 1,963 shares; 2024Q4: 2,009 shares; 2025Q1: 1,841 shares; 2025Q2: 1,841 shares; 2025Q3: 1,865 shares; 2025Q4: 1,907 shares; 2026Q1: 2,183 shares 2,183 $1.43M 0.23% +276 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: 28,408 shares; 2024Q4: 25,324 shares; 2025Q1: 21,305 shares; 2025Q2: 18,005 shares; 2025Q3: 16,605 shares; 2025Q4: 16,055 shares; 2026Q1: 14,602 shares 14,602 $1.41M 0.22% -1,453 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342 shares; 2024Q4: 342 shares; 2025Q1: 356 shares; 2025Q2: 430 shares; 2025Q3: 428 shares; 2025Q4: 6,226 shares; 2026Q1: 14,357 shares 14,357 $1.38M 0.22% +8,131 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: 3,020 shares; 2024Q4: 4,581 shares; 2025Q1: 4,571 shares; 2025Q2: 6,097 shares; 2025Q3: 7,616 shares; 2025Q4: 8,467 shares; 2026Q1: 7,903 shares 7,903 $1.31M 0.21% -564 Timeline IYJ 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: 6,023 shares; 2024Q4: 5,703 shares; 2025Q1: 6,496 shares; 2025Q2: 10,534 shares; 2025Q3: 13,413 shares; 2025Q4: 7,207 shares; 2026Q1: 8,848 shares 8,848 $1.31M 0.21% +1,641 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: 17,050 shares; 2024Q4: 18,197 shares; 2025Q1: 19,003 shares; 2025Q2: 21,996 shares; 2025Q3: 21,067 shares; 2025Q4: 20,328 shares; 2026Q1: 12,832 shares 12,832 $1.29M 0.2% -7,496 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: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares 2,890 $1.23M 0.19% 0 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: 5,651 shares; 2024Q4: 9,833 shares; 2025Q1: 10,539 shares; 2025Q2: 10,433 shares; 2025Q3: 10,437 shares; 2025Q4: 9,370 shares; 2026Q1: 9,382 shares 9,382 $1.23M 0.19% +12 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: 7,326 shares; 2024Q4: 5,711 shares; 2025Q1: 5,603 shares; 2025Q2: 5,040 shares; 2025Q3: 5,137 shares; 2025Q4: 13,448 shares; 2026Q1: 13,448 shares 13,448 $1.02M 0.16% 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: 7,020 shares; 2024Q4: 8,267 shares; 2025Q1: 13,333 shares; 2025Q2: 10,437 shares; 2025Q3: 11,123 shares; 2025Q4: 10,805 shares; 2026Q1: 10,602 shares 10,602 $1.01M 0.16% -203 Timeline JPST 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: 9,281 shares; 2024Q4: 9,281 shares; 2025Q1: 9,281 shares; 2025Q2: 5,144 shares; 2025Q3: 5,144 shares; 2025Q4: 22,504 shares; 2026Q1: 19,935 shares 19,935 $1.01M 0.16% -2,569 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: 4,780 shares; 2024Q4: 5,158 shares; 2025Q1: 1,892 shares; 2025Q2: 2,668 shares; 2025Q3: 2,436 shares; 2025Q4: 2,623 shares; 2026Q1: 3,184 shares 3,184 $986K 0.16% +561 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: 12,329 shares; 2024Q4: 23,547 shares; 2025Q1: 35,711 shares; 2025Q2: 35,616 shares; 2025Q3: 33,819 shares; 2025Q4: 30,230 shares; 2026Q1: 32,633 shares 32,633 $946K 0.15% +2,403 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: 3,033 shares; 2024Q4: 2,744 shares; 2025Q1: 3,462 shares; 2025Q2: 4,178 shares; 2025Q3: 3,501 shares; 2025Q4: 7,405 shares; 2026Q1: 10,218 shares 10,218 $943K 0.15% +2,813 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,886 shares 23,886 $889K 0.14% new Timeline PXH 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: 18,780 shares; 2025Q4: 22,865 shares; 2026Q1: 31,646 shares 31,646 $852K 0.13% +8,781 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,718 shares 13,718 $849K 0.13% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,705 shares; 2026Q1: 14,194 shares 14,194 $784K 0.12% -511 Timeline SUSA 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: 7,117 shares; 2024Q4: 6,951 shares; 2025Q1: 6,068 shares; 2025Q2: 5,968 shares; 2025Q3: 5,968 shares; 2025Q4: 5,878 shares; 2026Q1: 5,878 shares 5,878 $776K 0.12% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,746 shares; 2024Q4: 2,751 shares; 2025Q1: 2,713 shares; 2025Q2: 2,752 shares; 2025Q3: 2,636 shares; 2025Q4: 2,465 shares; 2026Q1: 2,470 shares 2,470 $768K 0.12% +5 Timeline DSI 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: 6,035 shares; 2024Q4: 6,035 shares; 2025Q1: 6,035 shares; 2025Q2: 6,035 shares; 2025Q3: 6,035 shares; 2025Q4: 6,035 shares; 2026Q1: 6,185 shares 6,185 $750K 0.12% +150 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: 6,080 shares; 2024Q4: 7,096 shares; 2025Q1: 7,318 shares; 2025Q2: 5,125 shares; 2025Q3: 4,877 shares; 2025Q4: 5,791 shares; 2026Q1: 6,020 shares 6,020 $748K 0.12% +229 Timeline IDMO 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: 11,960 shares; 2025Q4: 13,274 shares; 2026Q1: 13,344 shares 13,344 $732K 0.12% +70 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: 1,579 shares; 2024Q4: 1,689 shares; 2025Q1: 1,692 shares; 2025Q2: 2,070 shares; 2025Q3: 2,045 shares; 2025Q4: 2,271 shares; 2026Q1: 2,935 shares 2,935 $728K 0.12% +664 Timeline SOXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,719 shares; 2024Q4: 9,464 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,492 shares 14,492 $694K 0.11% new 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: 2,660 shares; 2024Q4: 2,710 shares; 2025Q1: 2,323 shares; 2025Q2: 2,914 shares; 2025Q3: 3,962 shares; 2025Q4: 3,426 shares; 2026Q1: 5,541 shares 5,541 $689K 0.11% +2,115 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: 1,319 shares; 2024Q4: 1,221 shares; 2025Q1: 1,185 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,120 shares; 2026Q1: 1,731 shares 1,731 $664K 0.1% +611 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: 12,096 shares; 2025Q4: 20,011 shares; 2026Q1: 14,077 shares 14,077 $657K 0.1% -5,934 Timeline JPLD 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: 12,404 shares 12,404 $647K 0.1% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,432 shares 3,432 $641K 0.1% new 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: 2,975 shares; 2024Q4: 3,052 shares; 2025Q1: 3,126 shares; 2025Q2: 2,958 shares; 2025Q3: 2,958 shares; 2025Q4: 2,958 shares; 2026Q1: 2,958 shares 2,958 $636K 0.1% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,443 shares; 2025Q3: 2,793 shares; 2025Q4: 4,241 shares; 2026Q1: 5,882 shares 5,882 $631K 0.1% +1,641 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,150 shares; 2025Q3: 5,155 shares; 2025Q4: 6,487 shares; 2026Q1: 8,652 shares 8,652 $607K 0.1% +2,165 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,324 shares; 2025Q2: 15,732 shares; 2025Q3: 14,380 shares; 2025Q4: 7,761 shares; 2026Q1: 7,360 shares 7,360 $607K 0.1% -401 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,368 shares; 2024Q4: 11,968 shares; 2025Q1: 10,988 shares; 2025Q2: 9,122 shares; 2025Q3: 9,127 shares; 2025Q4: 8,791 shares; 2026Q1: 9,607 shares 9,607 $600K 0.09% +816 Timeline SCHB 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: 8,049 shares; 2024Q4: 24,137 shares; 2025Q1: 24,137 shares; 2025Q2: 24,137 shares; 2025Q3: 24,137 shares; 2025Q4: 23,877 shares; 2026Q1: 23,877 shares 23,877 $599K 0.09% 0 Timeline IGM 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: 3,771 shares; 2025Q2: 4,649 shares; 2025Q3: 5,188 shares; 2025Q4: 5,688 shares; 2026Q1: 5,005 shares 5,005 $593K 0.09% -683 Timeline IQLT 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: 36,929 shares; 2024Q4: 31,362 shares; 2025Q1: 32,630 shares; 2025Q2: 35,662 shares; 2025Q3: 27,510 shares; 2025Q4: 13,623 shares; 2026Q1: 12,644 shares 12,644 $585K 0.09% -979 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,938 shares; 2026Q1: 3,033 shares 3,033 $559K 0.09% +95 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: not reported; 2024Q4: 8,451 shares; 2025Q1: 14,795 shares; 2025Q2: 14,203 shares; 2025Q3: 14,574 shares; 2025Q4: 12,282 shares; 2026Q1: 11,029 shares 11,029 $554K 0.09% -1,253 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: 4,799 shares; 2024Q4: 6,235 shares; 2025Q1: 7,041 shares; 2025Q2: 7,007 shares; 2025Q3: 5,972 shares; 2025Q4: 4,707 shares; 2026Q1: 7,442 shares 7,442 $535K 0.08% +2,735 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: not reported; 2024Q4: 7,030 shares; 2025Q1: 9,472 shares; 2025Q2: 6,487 shares; 2025Q3: 7,122 shares; 2025Q4: 9,247 shares; 2026Q1: 9,657 shares 9,657 $527K 0.08% +410 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: 2,369 shares; 2024Q4: 2,689 shares; 2025Q1: 3,463 shares; 2025Q2: 2,132 shares; 2025Q3: 1,972 shares; 2025Q4: 2,223 shares; 2026Q1: 1,796 shares 1,796 $515K 0.08% -427 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: 2,059 shares; 2024Q4: 1,911 shares; 2025Q1: 1,912 shares; 2025Q2: 1,912 shares; 2025Q3: 1,662 shares; 2025Q4: 1,675 shares; 2026Q1: 1,676 shares 1,676 $507K 0.08% +1 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: 2,800 shares; 2024Q4: 2,725 shares; 2025Q1: 2,988 shares; 2025Q2: 2,988 shares; 2025Q3: 5,280 shares; 2025Q4: 5,733 shares; 2026Q1: 4,556 shares 4,556 $505K 0.08% -1,177 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: 2,330 shares; 2024Q4: 2,332 shares; 2025Q1: 2,340 shares; 2025Q2: 2,342 shares; 2025Q3: 2,344 shares; 2025Q4: 2,346 shares; 2026Q1: 2,874 shares 2,874 $488K 0.08% +528 Timeline BCTK BARON ETF TR More: the full row for BARON 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: 20,743 shares 20,743 $484K 0.08% new 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: 898 shares; 2024Q4: 897 shares; 2025Q1: 422 shares; 2025Q2: 421 shares; 2025Q3: 775 shares; 2025Q4: 775 shares; 2026Q1: 775 shares 775 $463K 0.07% 0 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: 1,032 shares; 2024Q4: 1,032 shares; 2025Q1: 1,032 shares; 2025Q2: 1,032 shares; 2025Q3: 1,032 shares; 2025Q4: 1,032 shares; 2026Q1: 1,332 shares 1,332 $460K 0.07% +300 Timeline JGRO 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: 4,691 shares; 2025Q3: 6,207 shares; 2025Q4: 6,945 shares; 2026Q1: 5,359 shares 5,359 $453K 0.07% -1,586 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: 3,649 shares; 2025Q1: 3,993 shares; 2025Q2: 1,630 shares; 2025Q3: not reported; 2025Q4: 1,599 shares; 2026Q1: 1,801 shares 1,801 $451K 0.07% +202 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,477 shares; 2025Q3: 2,423 shares; 2025Q4: 3,024 shares; 2026Q1: 1,899 shares 1,899 $444K 0.07% -1,125 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: 4,287 shares; 2024Q4: 3,937 shares; 2025Q1: 3,937 shares; 2025Q2: 3,737 shares; 2025Q3: 3,737 shares; 2025Q4: 3,737 shares; 2026Q1: 3,736 shares 3,736 $440K 0.07% -1 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,837 shares; 2025Q3: 3,848 shares; 2025Q4: 3,867 shares; 2026Q1: 6,238 shares 6,238 $436K 0.07% +2,371 Timeline SPYX 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: 8,055 shares; 2024Q4: 8,055 shares; 2025Q1: 8,079 shares; 2025Q2: 8,079 shares; 2025Q3: 8,079 shares; 2025Q4: 8,079 shares; 2026Q1: 8,079 shares 8,079 $428K 0.07% 0 Timeline ESGV 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: 6,332 shares; 2024Q4: 6,332 shares; 2025Q1: 4,845 shares; 2025Q2: 4,348 shares; 2025Q3: 4,076 shares; 2025Q4: 4,017 shares; 2026Q1: 3,713 shares 3,713 $417K 0.07% -304 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,324 shares; 2024Q4: 15,786 shares; 2025Q1: 12,751 shares; 2025Q2: 11,611 shares; 2025Q3: 11,611 shares; 2025Q4: 11,611 shares; 2026Q1: 16,766 shares 16,766 $415K 0.07% +5,155 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: 7,327 shares; 2024Q4: 8,772 shares; 2025Q1: 8,016 shares; 2025Q2: 6,766 shares; 2025Q3: 6,369 shares; 2025Q4: 5,919 shares; 2026Q1: 6,124 shares 6,124 $414K 0.07% +205 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: 5,524 shares; 2024Q4: 30,598 shares; 2025Q1: 44,527 shares; 2025Q2: 39,455 shares; 2025Q3: 22,957 shares; 2025Q4: 11,442 shares; 2026Q1: 8,949 shares 8,949 $407K 0.06% -2,493 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: 2,356 shares; 2025Q3: 3,083 shares; 2025Q4: 1,771 shares; 2026Q1: 2,779 shares 2,779 $407K 0.06% +1,008 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 318 shares; 2025Q3: 318 shares; 2025Q4: 603 shares; 2026Q1: 579 shares 579 $404K 0.06% -24 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: 14,749 shares; 2024Q4: 14,618 shares; 2025Q1: 8,514 shares; 2025Q2: 8,427 shares; 2025Q3: 5,465 shares; 2025Q4: 7,514 shares; 2026Q1: 6,484 shares 6,484 $400K 0.06% -1,030 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,638 shares; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 3,124 shares; 2025Q4: 5,888 shares; 2026Q1: 4,621 shares 4,621 $382K 0.06% -1,267 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: 3,460 shares; 2024Q4: 3,341 shares; 2025Q1: 2,841 shares; 2025Q2: 2,842 shares; 2025Q3: 2,039 shares; 2025Q4: 4,079 shares; 2026Q1: 3,480 shares 3,480 $379K 0.06% -599 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,602 shares; 2024Q4: 1,603 shares; 2025Q1: 1,396 shares; 2025Q2: 1,117 shares; 2025Q3: 1,119 shares; 2025Q4: 1,102 shares; 2026Q1: 1,102 shares 1,102 $354K 0.06% 0 Timeline FTEC 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: 1,259 shares; 2024Q4: 1,295 shares; 2025Q1: 1,632 shares; 2025Q2: 1,632 shares; 2025Q3: 1,632 shares; 2025Q4: 2,041 shares; 2026Q1: 1,691 shares 1,691 $352K 0.06% -350 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: 4,395 shares; 2026Q1: 4,395 shares 4,395 $348K 0.06% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,814 shares; 2024Q4: 21,174 shares; 2025Q1: 28,019 shares; 2025Q2: 26,711 shares; 2025Q3: 18,495 shares; 2025Q4: 17,308 shares; 2026Q1: 6,785 shares 6,785 $335K 0.05% -10,523 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: 3,133 shares; 2026Q1: 4,501 shares 4,501 $335K 0.05% +1,368 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 587 shares; 2025Q4: 715 shares; 2026Q1: 1,219 shares 1,219 $330K 0.05% +504 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: 3,495 shares; 2024Q4: 3,503 shares; 2025Q1: 2,681 shares; 2025Q2: 2,694 shares; 2025Q3: 2,706 shares; 2025Q4: 2,718 shares; 2026Q1: 2,728 shares 2,728 $328K 0.05% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,068 shares; 2025Q3: not reported; 2025Q4: 1,435 shares; 2026Q1: 2,194 shares 2,194 $323K 0.05% +759 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: 623 shares; 2024Q4: 1,246 shares; 2025Q1: not reported; 2025Q2: 1,126 shares; 2025Q3: 1,270 shares; 2025Q4: 1,394 shares; 2026Q1: 1,994 shares 1,994 $320K 0.05% +600 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $317K 0.05% 0 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: 895 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 709 shares; 2025Q3: 709 shares; 2025Q4: 709 shares; 2026Q1: 729 shares 729 $314K 0.05% +20 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: 7,387 shares; 2024Q4: 7,814 shares; 2025Q1: 7,566 shares; 2025Q2: 6,740 shares; 2025Q3: 6,400 shares; 2025Q4: 5,920 shares; 2026Q1: 5,387 shares 5,387 $305K 0.05% -533 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: 2,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,259 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares; 2026Q1: 2,733 shares 2,733 $304K 0.05% +474 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,056 shares; 2025Q2: 1,056 shares; 2025Q3: 1,056 shares; 2025Q4: 1,056 shares; 2026Q1: 1,056 shares 1,056 $300K 0.05% 0 Timeline KBWB 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: 3,425 shares; 2025Q4: 3,819 shares; 2026Q1: 3,759 shares 3,759 $297K 0.05% -60 Timeline MPLX MPLX LP More: the full row for MPLX 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: 5,189 shares 5,189 $296K 0.05% new Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,563 shares; 2025Q3: 6,013 shares; 2025Q4: 6,590 shares; 2026Q1: 5,806 shares 5,806 $289K 0.05% -784 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: 1,027 shares; 2025Q2: 652 shares; 2025Q3: not reported; 2025Q4: 324 shares; 2026Q1: 324 shares 324 $283K 0.04% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,097 shares; 2025Q1: 3,097 shares; 2025Q2: 3,097 shares; 2025Q3: 4,096 shares; 2025Q4: 4,096 shares; 2026Q1: 3,096 shares 3,096 $282K 0.04% -1,000 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: 7,828 shares; 2024Q4: 6,787 shares; 2025Q1: 6,044 shares; 2025Q2: 4,280 shares; 2025Q3: 4,122 shares; 2025Q4: 3,010 shares; 2026Q1: 3,010 shares 3,010 $281K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,923 shares; 2026Q1: 1,637 shares 1,637 $276K 0.04% -286 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,445 shares; 2025Q2: 1,757 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,681 shares 1,681 $276K 0.04% new Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,678 shares; 2025Q3: 10,352 shares; 2025Q4: 20,345 shares; 2026Q1: 7,475 shares 7,475 $266K 0.04% -12,870 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 657 shares 657 $256K 0.04% new 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: 6,635 shares; 2026Q1: 6,635 shares 6,635 $255K 0.04% 0 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: 5,923 shares; 2026Q1: 5,923 shares 5,923 $252K 0.04% 0 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: 2,144 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 1,836 shares; 2025Q3: 1,803 shares; 2025Q4: 1,736 shares; 2026Q1: 1,736 shares 1,736 $251K 0.04% 0 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: 4,061 shares; 2024Q4: 12,183 shares; 2025Q1: 12,183 shares; 2025Q2: 8,961 shares; 2025Q3: 8,961 shares; 2025Q4: 8,961 shares; 2026Q1: 9,724 shares 9,724 $249K 0.04% +763 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,938 shares; 2026Q1: 5,938 shares 5,938 $239K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,460 shares; 2025Q4: 1,501 shares; 2026Q1: 1,161 shares 1,161 $231K 0.04% -340 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: 429 shares; 2024Q4: 407 shares; 2025Q1: 359 shares; 2025Q2: 344 shares; 2025Q3: 302 shares; 2025Q4: 287 shares; 2026Q1: 259 shares 259 $224K 0.04% -28 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,306 shares; 2025Q3: 8,606 shares; 2025Q4: 9,509 shares; 2026Q1: 6,711 shares 6,711 $221K 0.03% -2,798 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 11,441 shares 11,441 $216K 0.03% new Timeline CHAT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,472 shares 3,472 $215K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: 1,268 shares; 2025Q2: 1,270 shares; 2025Q3: 1,322 shares; 2025Q4: 1,274 shares; 2026Q1: 1,276 shares 1,276 $211K 0.03% +2 Timeline BTQ BTQ TECHNOLOGIES CORP More: the full row for BTQ TECHNOLOGIES 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: 14,185 shares; 2025Q4: 14,252 shares; 2026Q1: 14,252 shares 14,252 $38.1K 0.01% 0 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI 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: 34,428 shares; 2025Q3: 34,428 shares; 2025Q4: 34,428 shares; 2026Q1: 34,428 shares 34,428 $19K <0.01% 0 Timeline