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: 135,288 shares; 2024Q4: 123,057 shares; 2025Q1: 113,372 shares; 2025Q2: 117,443 shares; 2025Q3: 115,654 shares; 2025Q4: 113,924 shares; 2026Q1: 114,008 shares 114,008 $20.8M 5.71% +84 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: 57,162 shares; 2024Q4: 55,175 shares; 2025Q1: 55,098 shares; 2025Q2: 59,787 shares; 2025Q3: 59,572 shares; 2025Q4: 60,789 shares; 2026Q1: 60,798 shares 60,798 $15.7M 4.33% +9 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: 33,718 shares; 2024Q4: 31,041 shares; 2025Q1: 29,376 shares; 2025Q2: 31,282 shares; 2025Q3: 31,792 shares; 2025Q4: 32,092 shares; 2026Q1: 32,412 shares 32,412 $12.1M 3.34% +320 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: 58,699 shares; 2024Q4: 55,978 shares; 2025Q1: 52,261 shares; 2025Q2: 52,361 shares; 2025Q3: 52,352 shares; 2025Q4: 52,331 shares; 2026Q1: 52,018 shares 52,018 $11.5M 3.16% -313 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: 31,131 shares; 2024Q4: 29,526 shares; 2025Q1: 29,932 shares; 2025Q2: 31,628 shares; 2025Q3: 33,020 shares; 2025Q4: 33,259 shares; 2026Q1: 33,611 shares 33,611 $10.6M 2.91% +352 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: 18,935 shares; 2024Q4: 12,311 shares; 2025Q1: 7,428 shares; 2025Q2: 15,726 shares; 2025Q3: 13,403 shares; 2025Q4: 14,056 shares; 2026Q1: 13,582 shares 13,582 $9.18M 2.52% -474 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: 65,893 shares; 2024Q4: 59,695 shares; 2025Q1: 60,237 shares; 2025Q2: 65,647 shares; 2025Q3: 66,213 shares; 2025Q4: 66,029 shares; 2026Q1: 66,551 shares 66,551 $8.47M 2.33% +522 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: 14,074 shares; 2024Q4: 14,439 shares; 2025Q1: 14,475 shares; 2025Q2: 15,591 shares; 2025Q3: 15,644 shares; 2025Q4: 14,355 shares; 2026Q1: 14,321 shares 14,321 $7.26M 2% -34 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: 30,005 shares; 2024Q4: 31,865 shares; 2025Q1: 31,580 shares; 2025Q2: 31,528 shares; 2025Q3: 31,652 shares; 2025Q4: 31,846 shares; 2026Q1: 32,104 shares 32,104 $7.13M 1.96% +258 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: 10,027 shares; 2024Q4: 9,699 shares; 2025Q1: 8,724 shares; 2025Q2: 8,973 shares; 2025Q3: 7,173 shares; 2025Q4: 7,308 shares; 2026Q1: 7,341 shares 7,341 $7M 1.92% +33 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: 11,368 shares; 2024Q4: 11,766 shares; 2025Q1: 11,700 shares; 2025Q2: 11,900 shares; 2025Q3: 11,976 shares; 2025Q4: 12,065 shares; 2026Q1: 11,934 shares 11,934 $5.45M 1.5% -131 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: 123,363 shares; 2024Q4: 128,945 shares; 2025Q1: 147,536 shares; 2025Q2: 126,517 shares; 2025Q3: 133,368 shares; 2025Q4: 141,230 shares; 2026Q1: 171,176 shares 171,176 $5.28M 1.45% +29,946 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,132 shares; 2024Q4: 136,951 shares; 2025Q1: 14,016 shares; 2025Q2: 13,982 shares; 2025Q3: 16,352 shares; 2025Q4: 16,441 shares; 2026Q1: 16,773 shares 16,773 $4.66M 1.28% +332 Timeline EOI EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,611 shares; 2024Q4: 190,268 shares; 2025Q1: 193,751 shares; 2025Q2: 199,103 shares; 2025Q3: 206,476 shares; 2025Q4: 219,694 shares; 2026Q1: 220,865 shares 220,865 $4.34M 1.19% +1,171 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: 8,907 shares; 2024Q4: 9,135 shares; 2025Q1: 9,460 shares; 2025Q2: 8,981 shares; 2025Q3: 9,312 shares; 2025Q4: 9,235 shares; 2026Q1: 9,053 shares 9,053 $4.34M 1.19% -182 Timeline NOBL 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: 45,980 shares; 2024Q4: 46,150 shares; 2025Q1: 45,773 shares; 2025Q2: 45,105 shares; 2025Q3: 44,390 shares; 2025Q4: 43,233 shares; 2026Q1: 40,043 shares 40,043 $4.32M 1.19% -3,190 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: 4,649 shares; 2024Q4: 4,915 shares; 2025Q1: 4,828 shares; 2025Q2: 4,836 shares; 2025Q3: 5,167 shares; 2025Q4: 5,359 shares; 2026Q1: 5,363 shares 5,363 $4.14M 1.14% +4 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,896 shares; 2024Q4: 47,774 shares; 2025Q1: 43,554 shares; 2025Q2: 44,047 shares; 2025Q3: 43,500 shares; 2025Q4: 43,264 shares; 2026Q1: 42,430 shares 42,430 $4.01M 1.1% -834 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: 11,808 shares; 2024Q4: 11,242 shares; 2025Q1: 11,614 shares; 2025Q2: 11,446 shares; 2025Q3: 11,646 shares; 2025Q4: 11,698 shares; 2026Q1: 11,663 shares 11,663 $3.59M 0.99% -35 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: 2,930 shares; 2024Q4: 2,982 shares; 2025Q1: 2,898 shares; 2025Q2: 4,489 shares; 2025Q3: 4,570 shares; 2025Q4: 3,500 shares; 2026Q1: 3,439 shares 3,439 $3.54M 0.97% -61 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: 6,749 shares; 2024Q4: 7,076 shares; 2025Q1: 5,515 shares; 2025Q2: 5,671 shares; 2025Q3: 5,968 shares; 2025Q4: 2,758 shares; 2026Q1: 5,741 shares 5,741 $3.52M 0.97% +2,983 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: 25,631 shares; 2024Q4: 24,893 shares; 2025Q1: 25,037 shares; 2025Q2: 24,326 shares; 2025Q3: 23,845 shares; 2025Q4: 22,597 shares; 2026Q1: 21,819 shares 21,819 $3.16M 0.87% -778 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: 9,311 shares; 2024Q4: 9,108 shares; 2025Q1: 9,144 shares; 2025Q2: 9,073 shares; 2025Q3: 9,263 shares; 2025Q4: 9,077 shares; 2026Q1: 9,090 shares 9,090 $3.06M 0.84% +13 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: 16,049 shares; 2024Q4: 18,847 shares; 2025Q1: 6,035 shares; 2025Q2: 8,768 shares; 2025Q3: 10,289 shares; 2025Q4: 10,733 shares; 2026Q1: 9,178 shares 9,178 $2.91M 0.8% -1,555 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,736 shares; 2024Q4: 5,368 shares; 2025Q1: 6,040 shares; 2025Q2: 6,504 shares; 2025Q3: 10,862 shares; 2025Q4: 13,591 shares; 2026Q1: 14,590 shares 14,590 $2.89M 0.79% +999 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: 1,062 shares; 2024Q4: 1,072 shares; 2025Q1: 1,150 shares; 2025Q2: 2,732 shares; 2025Q3: 3,064 shares; 2025Q4: 2,985 shares; 2026Q1: 3,085 shares 3,085 $2.89M 0.79% +100 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: 16,875 shares; 2024Q4: 4,736 shares; 2025Q1: 9,294 shares; 2025Q2: 9,340 shares; 2025Q3: 9,375 shares; 2025Q4: 9,546 shares; 2026Q1: 9,251 shares 9,251 $2.85M 0.78% -295 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: 95,559 shares; 2024Q4: 89,479 shares; 2025Q1: 77,448 shares; 2025Q2: 77,391 shares; 2025Q3: 93,806 shares; 2025Q4: 92,482 shares; 2026Q1: 92,586 shares 92,586 $2.85M 0.78% +104 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: 8,875 shares; 2024Q4: 9,684 shares; 2025Q1: 8,884 shares; 2025Q2: 8,473 shares; 2025Q3: 13,386 shares; 2025Q4: 13,496 shares; 2026Q1: 13,611 shares 13,611 $2.77M 0.76% +115 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: 12,669 shares; 2024Q4: 11,406 shares; 2025Q1: 11,221 shares; 2025Q2: 11,179 shares; 2025Q3: 11,198 shares; 2025Q4: 11,665 shares; 2026Q1: 11,398 shares 11,398 $2.75M 0.76% -267 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,486 shares; 2024Q4: 19,530 shares; 2025Q1: 9,359 shares; 2025Q2: 10,617 shares; 2025Q3: 10,495 shares; 2025Q4: 10,495 shares; 2026Q1: 10,537 shares 10,537 $2.63M 0.72% +42 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: 2,808 shares; 2025Q1: 2,759 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,761 shares; 2026Q1: 2,682 shares 2,682 $2.59M 0.71% -79 Timeline SSUS STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,825 shares; 2024Q4: 50,004 shares; 2025Q1: 51,084 shares; 2025Q2: 46,565 shares; 2025Q3: 53,966 shares; 2025Q4: 53,591 shares; 2026Q1: 53,244 shares 53,244 $2.59M 0.71% -347 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,054 shares; 2024Q4: 4,055 shares; 2025Q1: 3,685 shares; 2025Q2: 3,693 shares; 2025Q3: 3,743 shares; 2025Q4: 3,748 shares; 2026Q1: 3,686 shares 3,686 $2.5M 0.69% -62 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,977 shares; 2024Q4: 175,887 shares; 2025Q1: 222,242 shares; 2025Q2: 224,776 shares; 2025Q3: 244,833 shares; 2025Q4: 250,365 shares; 2026Q1: 251,547 shares 251,547 $2.31M 0.64% +1,182 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: 14,640 shares; 2024Q4: 14,932 shares; 2025Q1: 15,113 shares; 2025Q2: 14,978 shares; 2025Q3: 15,000 shares; 2025Q4: 15,200 shares; 2026Q1: 16,083 shares 16,083 $2.31M 0.64% +883 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,249 shares; 2024Q4: 9,966 shares; 2025Q1: 4,456 shares; 2025Q2: 5,420 shares; 2025Q3: 4,540 shares; 2025Q4: 4,545 shares; 2026Q1: 5,305 shares 5,305 $2.27M 0.62% +760 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 8,484 shares; 2025Q1: 8,591 shares; 2025Q2: 8,652 shares; 2025Q3: 8,637 shares; 2025Q4: 8,735 shares; 2026Q1: 8,897 shares 8,897 $2.13M 0.59% +162 Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,737 shares; 2024Q4: 2,447 shares; 2025Q1: 3,601 shares; 2025Q2: 3,663 shares; 2025Q3: 3,182 shares; 2025Q4: 3,193 shares; 2026Q1: 9,641 shares 9,641 $2.1M 0.58% +6,448 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,692 shares; 2025Q1: 1,950 shares; 2025Q2: 4,103 shares; 2025Q3: 4,120 shares; 2025Q4: 4,565 shares; 2026Q1: 5,016 shares 5,016 $2.06M 0.57% +451 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: 4,746 shares; 2024Q4: 4,167 shares; 2025Q1: 4,083 shares; 2025Q2: 4,818 shares; 2025Q3: 5,257 shares; 2025Q4: 5,066 shares; 2026Q1: 5,638 shares 5,638 $1.98M 0.54% +572 Timeline ETW EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 207,749 shares; 2024Q4: 194,651 shares; 2025Q1: 198,188 shares; 2025Q2: 196,762 shares; 2025Q3: 199,407 shares; 2025Q4: 212,904 shares; 2026Q1: 214,889 shares 214,889 $1.96M 0.54% +1,985 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: 33,436 shares; 2024Q4: 33,436 shares; 2025Q1: 17,441 shares; 2025Q2: 15,393 shares; 2025Q3: 15,026 shares; 2025Q4: 15,211 shares; 2026Q1: 14,698 shares 14,698 $1.91M 0.52% -513 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: 8,184 shares; 2024Q4: 8,129 shares; 2025Q1: 4,658 shares; 2025Q2: 4,905 shares; 2025Q3: 5,092 shares; 2025Q4: 4,850 shares; 2026Q1: 4,277 shares 4,277 $1.9M 0.52% -573 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,608 shares; 2024Q4: 21,260 shares; 2025Q1: 21,286 shares; 2025Q2: 21,103 shares; 2025Q3: 21,088 shares; 2025Q4: 21,111 shares; 2026Q1: 21,138 shares 21,138 $1.86M 0.51% +27 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: 22,410 shares; 2025Q2: 40,054 shares; 2025Q3: 36,189 shares; 2025Q4: 40,828 shares; 2026Q1: 46,665 shares 46,665 $1.83M 0.5% +5,837 Timeline EOS EATON VANCE ENHANCED EQUITY More: the full row for EATON VANCE ENHANCED EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,792 shares; 2024Q4: 77,335 shares; 2025Q1: 78,424 shares; 2025Q2: 78,383 shares; 2025Q3: 79,499 shares; 2025Q4: 83,620 shares; 2026Q1: 84,705 shares 84,705 $1.8M 0.5% +1,085 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,682 shares; 2024Q4: 10,357 shares; 2025Q1: 10,132 shares; 2025Q2: 9,968 shares; 2025Q3: 12,261 shares; 2025Q4: 12,243 shares; 2026Q1: 12,146 shares 12,146 $1.73M 0.48% -97 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 997 shares; 2024Q4: 1,839 shares; 2025Q1: 2,196 shares; 2025Q2: 4,318 shares; 2025Q3: 4,719 shares; 2025Q4: 5,904 shares; 2026Q1: 6,019 shares 6,019 $1.71M 0.47% +115 Timeline XMVM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,973 shares; 2025Q4: 20,429 shares; 2026Q1: 24,808 shares 24,808 $1.67M 0.46% +4,379 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,841 shares; 2025Q3: 13,184 shares; 2025Q4: 11,284 shares; 2026Q1: 11,247 shares 11,247 $1.63M 0.45% -37 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: 6,390 shares; 2024Q4: 6,206 shares; 2025Q1: 6,213 shares; 2025Q2: 6,222 shares; 2025Q3: 6,155 shares; 2025Q4: 6,613 shares; 2026Q1: 6,571 shares 6,571 $1.6M 0.44% -42 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,433 shares; 2024Q4: 16,995 shares; 2025Q1: 17,043 shares; 2025Q2: 17,003 shares; 2025Q3: 16,909 shares; 2025Q4: 16,857 shares; 2026Q1: 16,926 shares 16,926 $1.59M 0.44% +69 Timeline TNGY TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,549 shares; 2025Q3: 159,291 shares; 2025Q4: 160,103 shares; 2026Q1: 157,361 shares 157,361 $1.59M 0.44% -2,742 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: 22,807 shares; 2024Q4: 22,993 shares; 2025Q1: 23,074 shares; 2025Q2: 23,154 shares; 2025Q3: 23,562 shares; 2025Q4: 23,684 shares; 2026Q1: 22,048 shares 22,048 $1.59M 0.44% -1,636 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: 4,750 shares; 2024Q4: 4,785 shares; 2025Q1: 4,644 shares; 2025Q2: 4,691 shares; 2025Q3: 5,636 shares; 2025Q4: 4,942 shares; 2026Q1: 5,110 shares 5,110 $1.58M 0.43% +168 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,053 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,284 shares; 2025Q3: 37,253 shares; 2025Q4: 17,962 shares; 2026Q1: 15,256 shares 15,256 $1.56M 0.43% -2,706 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,881 shares; 2024Q4: 47,384 shares; 2025Q1: 53,231 shares; 2025Q2: 56,232 shares; 2025Q3: 67,548 shares; 2025Q4: 85,970 shares; 2026Q1: 88,280 shares 88,280 $1.55M 0.43% +2,310 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 17,630 shares; 2025Q3: 17,538 shares; 2025Q4: 22,758 shares; 2026Q1: 21,887 shares 21,887 $1.51M 0.42% -871 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,963 shares; 2024Q4: 15,498 shares; 2025Q1: 15,264 shares; 2025Q2: 14,117 shares; 2025Q3: 14,163 shares; 2025Q4: 14,320 shares; 2026Q1: 14,109 shares 14,109 $1.51M 0.41% -211 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,663 shares; 2024Q4: 11,996 shares; 2025Q1: 12,200 shares; 2025Q2: 11,867 shares; 2025Q3: 12,742 shares; 2025Q4: 14,153 shares; 2026Q1: 14,746 shares 14,746 $1.48M 0.41% +593 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: 4,191 shares; 2024Q4: 8,436 shares; 2025Q1: 4,007 shares; 2025Q2: 7,006 shares; 2025Q3: 7,684 shares; 2025Q4: 6,212 shares; 2026Q1: 2,431 shares 2,431 $1.47M 0.41% -3,781 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,067 shares; 2025Q1: 6,989 shares; 2025Q2: 6,696 shares; 2025Q3: 5,211 shares; 2025Q4: 5,598 shares; 2026Q1: 4,508 shares 4,508 $1.45M 0.4% -1,090 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: 2,945 shares; 2024Q4: 6,000 shares; 2025Q1: 7,118 shares; 2025Q2: 7,275 shares; 2025Q3: 7,053 shares; 2025Q4: 7,407 shares; 2026Q1: 8,307 shares 8,307 $1.44M 0.4% +900 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: 10,133 shares; 2024Q4: 9,096 shares; 2025Q1: 9,118 shares; 2025Q2: 9,262 shares; 2025Q3: 9,307 shares; 2025Q4: 9,548 shares; 2026Q1: 9,052 shares 9,052 $1.41M 0.39% -496 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: 13,978 shares; 2024Q4: 18,696 shares; 2025Q1: 20,178 shares; 2025Q2: 14,279 shares; 2025Q3: 14,304 shares; 2025Q4: 22,024 shares; 2026Q1: 23,488 shares 23,488 $1.39M 0.38% +1,464 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: 8,581 shares; 2024Q4: 8,586 shares; 2025Q1: 9,684 shares; 2025Q2: 8,744 shares; 2025Q3: 8,722 shares; 2025Q4: 13,711 shares; 2026Q1: 9,070 shares 9,070 $1.36M 0.37% -4,641 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,223 shares; 2024Q4: 1,132 shares; 2025Q1: 1,190 shares; 2025Q2: 1,107 shares; 2025Q3: 836 shares; 2025Q4: 836 shares; 2026Q1: 939 shares 939 $1.33M 0.37% +103 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,980 shares; 2024Q4: 13,650 shares; 2025Q1: 12,861 shares; 2025Q2: 12,821 shares; 2025Q3: 12,850 shares; 2025Q4: 12,382 shares; 2026Q1: 12,330 shares 12,330 $1.32M 0.36% -52 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: 6,536 shares; 2024Q4: 6,136 shares; 2025Q1: 6,367 shares; 2025Q2: 10,462 shares; 2025Q3: 10,039 shares; 2025Q4: 7,528 shares; 2026Q1: 7,531 shares 7,531 $1.31M 0.36% +3 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,996 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,739 shares; 2026Q1: 10,478 shares 10,478 $1.28M 0.35% -11,261 Timeline IGR CBRE GBL REAL ESTATE INC FD More: the full row for CBRE GBL REAL ESTATE INC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268,060 shares; 2024Q4: 246,225 shares; 2025Q1: 254,532 shares; 2025Q2: 257,529 shares; 2025Q3: 270,314 shares; 2025Q4: 271,558 shares; 2026Q1: 276,840 shares 276,840 $1.26M 0.35% +5,282 Timeline REGL 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: 9,734 shares; 2024Q4: 9,734 shares; 2025Q1: 13,055 shares; 2025Q2: 13,612 shares; 2025Q3: 14,249 shares; 2025Q4: 14,203 shares; 2026Q1: 13,999 shares 13,999 $1.26M 0.35% -204 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: 1,496 shares; 2024Q4: 1,223 shares; 2025Q1: 1,197 shares; 2025Q2: 1,199 shares; 2025Q3: 1,248 shares; 2025Q4: 1,512 shares; 2026Q1: 2,035 shares 2,035 $1.24M 0.34% +523 Timeline PKW 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: 9,183 shares; 2025Q1: 9,187 shares; 2025Q2: 9,191 shares; 2025Q3: 8,940 shares; 2025Q4: 8,943 shares; 2026Q1: 8,946 shares 8,946 $1.22M 0.33% +3 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 62,992 shares; 2026Q1: 62,992 shares 62,992 $1.21M 0.33% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,985 shares; 2024Q4: 24,047 shares; 2025Q1: 24,489 shares; 2025Q2: 22,295 shares; 2025Q3: 23,166 shares; 2025Q4: 23,299 shares; 2026Q1: 23,386 shares 23,386 $1.21M 0.33% +87 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,928 shares; 2024Q4: 8,936 shares; 2025Q1: 6,647 shares; 2025Q2: 6,541 shares; 2025Q3: 6,547 shares; 2025Q4: 6,464 shares; 2026Q1: 6,450 shares 6,450 $1.2M 0.33% -14 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,006 shares; 2024Q4: 1,005 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,707 shares; 2025Q4: 1,269 shares; 2026Q1: 1,569 shares 1,569 $1.19M 0.33% +300 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: 1,444 shares; 2025Q3: 1,885 shares; 2025Q4: 3,237 shares; 2026Q1: 3,254 shares 3,254 $1.19M 0.33% +17 Timeline FUTY 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: 20,127 shares; 2025Q4: 19,476 shares; 2026Q1: 19,527 shares 19,527 $1.18M 0.32% +51 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: 23,012 shares; 2024Q4: 24,251 shares; 2025Q1: 15,286 shares; 2025Q2: 15,086 shares; 2025Q3: 15,784 shares; 2025Q4: 15,917 shares; 2026Q1: 13,818 shares 13,818 $1.16M 0.32% -2,099 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: 1,030 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,216 shares; 2025Q4: 9,952 shares; 2026Q1: 4,365 shares 4,365 $1.14M 0.31% -5,587 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: 13,684 shares; 2024Q4: 13,747 shares; 2025Q1: 17,193 shares; 2025Q2: 26,767 shares; 2025Q3: 25,748 shares; 2025Q4: 25,420 shares; 2026Q1: 25,218 shares 25,218 $1.14M 0.31% -202 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: 32,701 shares; 2024Q4: 33,673 shares; 2025Q1: 33,623 shares; 2025Q2: 33,333 shares; 2025Q3: 33,565 shares; 2025Q4: 33,797 shares; 2026Q1: 33,814 shares 33,814 $1.11M 0.31% +17 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,193 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,138 shares; 2025Q4: 18,438 shares; 2026Q1: 19,704 shares 19,704 $1.09M 0.3% +1,266 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,815 shares; 2025Q1: 4,345 shares; 2025Q2: 2,396 shares; 2025Q3: 5,983 shares; 2025Q4: 13,725 shares; 2026Q1: 12,381 shares 12,381 $1.08M 0.3% -1,344 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: 5,231 shares; 2024Q4: 4,320 shares; 2025Q1: 4,340 shares; 2025Q2: 4,305 shares; 2025Q3: 4,363 shares; 2025Q4: 4,372 shares; 2026Q1: 4,433 shares 4,433 $1.07M 0.29% +61 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: 1,029 shares; 2024Q4: 3,804 shares; 2025Q1: 2,838 shares; 2025Q2: 2,785 shares; 2025Q3: 2,151 shares; 2025Q4: 21,886 shares; 2026Q1: 10,746 shares 10,746 $1.07M 0.29% -11,140 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,555 shares; 2025Q4: 7,183 shares; 2026Q1: 9,712 shares 9,712 $1.06M 0.29% +2,529 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: 15,353 shares; 2024Q4: 15,064 shares; 2025Q1: 15,553 shares; 2025Q2: 14,639 shares; 2025Q3: 13,442 shares; 2025Q4: 14,059 shares; 2026Q1: 20,758 shares 20,758 $1.05M 0.29% +6,699 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: 10,948 shares; 2024Q4: 10,189 shares; 2025Q1: 9,695 shares; 2025Q2: 8,592 shares; 2025Q3: 8,480 shares; 2025Q4: 8,397 shares; 2026Q1: 8,451 shares 8,451 $1.04M 0.29% +54 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: 3,073 shares; 2024Q4: 3,076 shares; 2025Q1: 3,089 shares; 2025Q2: 2,842 shares; 2025Q3: 2,853 shares; 2025Q4: 4,437 shares; 2026Q1: 17,456 shares 17,456 $1.01M 0.28% +13,019 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,761 shares; 2024Q4: 4,554 shares; 2025Q1: 4,570 shares; 2025Q2: 4,300 shares; 2025Q3: 4,547 shares; 2025Q4: 4,540 shares; 2026Q1: 4,592 shares 4,592 $972K 0.27% +52 Timeline UGA UNITED STS GASOLINE FD LP More: the full row for UNITED STS GASOLINE FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,524 shares; 2024Q4: 9,955 shares; 2025Q1: 11,348 shares; 2025Q2: 12,053 shares; 2025Q3: not reported; 2025Q4: 11,869 shares; 2026Q1: 9,860 shares 9,860 $960K 0.26% -2,009 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,838 shares; 2024Q4: 6,838 shares; 2025Q1: 6,978 shares; 2025Q2: 6,979 shares; 2025Q3: 6,400 shares; 2025Q4: 6,207 shares; 2026Q1: 6,212 shares 6,212 $951K 0.26% +5 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,106 shares; 2024Q4: 8,786 shares; 2025Q1: 8,481 shares; 2025Q2: 8,156 shares; 2025Q3: 8,111 shares; 2025Q4: 8,081 shares; 2026Q1: 7,997 shares 7,997 $932K 0.26% -84 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: 4,275 shares; 2024Q4: 4,178 shares; 2025Q1: 4,179 shares; 2025Q2: 5,844 shares; 2025Q3: 5,796 shares; 2025Q4: 4,839 shares; 2026Q1: 4,613 shares 4,613 $926K 0.25% -226 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: 2,871 shares; 2024Q4: 2,898 shares; 2025Q1: 2,892 shares; 2025Q2: 2,816 shares; 2025Q3: 2,818 shares; 2025Q4: 2,898 shares; 2026Q1: 2,981 shares 2,981 $915K 0.25% +83 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: 4,801 shares; 2024Q4: 4,802 shares; 2025Q1: 4,804 shares; 2025Q2: 4,805 shares; 2025Q3: 4,806 shares; 2025Q4: 4,807 shares; 2026Q1: 4,734 shares 4,734 $914K 0.25% -73 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: 4,373 shares; 2024Q4: 4,380 shares; 2025Q1: 4,381 shares; 2025Q2: 4,388 shares; 2025Q3: 4,288 shares; 2025Q4: 4,224 shares; 2026Q1: 4,189 shares 4,189 $907K 0.25% -35 Timeline ILF 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: 24,191 shares; 2024Q4: 15,274 shares; 2025Q1: 29,418 shares; 2025Q2: 15,250 shares; 2025Q3: 25,215 shares; 2025Q4: 27,554 shares; 2026Q1: 24,016 shares 24,016 $884K 0.24% -3,538 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: 1,547 shares; 2024Q4: 1,384 shares; 2025Q1: 2,869 shares; 2025Q2: 2,573 shares; 2025Q3: 2,535 shares; 2025Q4: 2,590 shares; 2026Q1: 2,547 shares 2,547 $874K 0.24% -43 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,442 shares; 2025Q3: 8,706 shares; 2025Q4: 7,878 shares; 2026Q1: 7,152 shares 7,152 $868K 0.24% -726 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,562 shares; 2024Q4: 37,889 shares; 2025Q1: 24,964 shares; 2025Q2: 25,614 shares; 2025Q3: 41,169 shares; 2025Q4: 50,248 shares; 2026Q1: 47,967 shares 47,967 $856K 0.24% -2,281 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,387 shares; 2024Q4: not reported; 2025Q1: 2,983 shares; 2025Q2: 2,801 shares; 2025Q3: 4,479 shares; 2025Q4: 8,285 shares; 2026Q1: 9,307 shares 9,307 $851K 0.23% +1,022 Timeline EVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY 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: 7,491 shares; 2025Q4: 14,121 shares; 2026Q1: 16,376 shares 16,376 $832K 0.23% +2,255 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: 22,284 shares; 2024Q4: 18,702 shares; 2025Q1: 18,610 shares; 2025Q2: 17,404 shares; 2025Q3: 17,283 shares; 2025Q4: 17,382 shares; 2026Q1: 17,220 shares 17,220 $827K 0.23% -162 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: 4,041 shares; 2024Q4: 3,687 shares; 2025Q1: 3,611 shares; 2025Q2: 3,561 shares; 2025Q3: 3,621 shares; 2025Q4: 3,606 shares; 2026Q1: 3,563 shares 3,563 $826K 0.23% -43 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: 1,790 shares; 2024Q4: 1,852 shares; 2025Q1: 1,869 shares; 2025Q2: 4,193 shares; 2025Q3: 4,259 shares; 2025Q4: 4,268 shares; 2026Q1: 4,278 shares 4,278 $823K 0.23% +10 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,079 shares; 2024Q4: 32,585 shares; 2025Q1: 29,235 shares; 2025Q2: 31,346 shares; 2025Q3: 31,956 shares; 2025Q4: 34,296 shares; 2026Q1: 34,196 shares 34,196 $819K 0.23% -100 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: 25,223 shares; 2024Q4: 32,811 shares; 2025Q1: 7,312 shares; 2025Q2: 31,455 shares; 2025Q3: 33,847 shares; 2025Q4: 26,930 shares; 2026Q1: 6,714 shares 6,714 $800K 0.22% -20,216 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: 11,431 shares; 2024Q4: 11,989 shares; 2025Q1: 11,743 shares; 2025Q2: 12,267 shares; 2025Q3: 10,643 shares; 2025Q4: 10,271 shares; 2026Q1: 9,975 shares 9,975 $794K 0.22% -296 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: 3,073 shares; 2024Q4: 5,482 shares; 2025Q1: 2,907 shares; 2025Q2: 3,508 shares; 2025Q3: 4,072 shares; 2025Q4: 2,834 shares; 2026Q1: 4,417 shares 4,417 $779K 0.21% +1,583 Timeline GCC WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,597 shares; 2025Q4: 29,923 shares; 2026Q1: 31,895 shares 31,895 $765K 0.21% +1,972 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: 5,899 shares; 2024Q4: 5,299 shares; 2025Q1: 5,090 shares; 2025Q2: 5,176 shares; 2025Q3: 5,155 shares; 2025Q4: 4,916 shares; 2026Q1: 4,892 shares 4,892 $757K 0.21% -24 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: 4,223 shares; 2024Q4: 3,898 shares; 2025Q1: not reported; 2025Q2: 521 shares; 2025Q3: 524 shares; 2025Q4: 542 shares; 2026Q1: 496 shares 496 $756K 0.21% -46 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: 28,430 shares; 2024Q4: 27,218 shares; 2025Q1: 27,633 shares; 2025Q2: 27,770 shares; 2025Q3: 27,580 shares; 2025Q4: 27,652 shares; 2026Q1: 27,580 shares 27,580 $754K 0.21% -72 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: not reported; 2024Q4: 534 shares; 2025Q1: 429 shares; 2025Q2: not reported; 2025Q3: 516 shares; 2025Q4: 1,157 shares; 2026Q1: 1,186 shares 1,186 $745K 0.2% +29 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: 4,112 shares; 2024Q4: 3,828 shares; 2025Q1: 3,866 shares; 2025Q2: 8,990 shares; 2025Q3: not reported; 2025Q4: 9,688 shares; 2026Q1: 10,929 shares 10,929 $730K 0.2% +1,241 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,213 shares; 2024Q4: 17,205 shares; 2025Q1: 17,505 shares; 2025Q2: 14,502 shares; 2025Q3: 14,883 shares; 2025Q4: 14,914 shares; 2026Q1: 6,444 shares 6,444 $727K 0.2% -8,470 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,639 shares; 2024Q4: 11,662 shares; 2025Q1: 11,689 shares; 2025Q2: 10,902 shares; 2025Q3: 10,924 shares; 2025Q4: 11,045 shares; 2026Q1: 11,112 shares 11,112 $723K 0.2% +67 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: 9,295 shares; 2024Q4: 9,129 shares; 2025Q1: 9,207 shares; 2025Q2: 10,635 shares; 2025Q3: 10,847 shares; 2025Q4: 9,345 shares; 2026Q1: 9,356 shares 9,356 $723K 0.2% +11 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: 1,650 shares; 2024Q4: 1,567 shares; 2025Q1: 3,088 shares; 2025Q2: 3,577 shares; 2025Q3: 1,594 shares; 2025Q4: 1,604 shares; 2026Q1: 1,606 shares 1,606 $713K 0.2% +2 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,833 shares; 2025Q1: 6,887 shares; 2025Q2: 8,026 shares; 2025Q3: 8,465 shares; 2025Q4: 9,056 shares; 2026Q1: 11,359 shares 11,359 $712K 0.2% +2,303 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 40,887 shares; 2025Q3: 42,860 shares; 2025Q4: 53,499 shares; 2026Q1: 11,757 shares 11,757 $711K 0.2% -41,742 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: 2,890 shares; 2024Q4: 2,890 shares; 2025Q1: 2,721 shares; 2025Q2: 2,714 shares; 2025Q3: 2,714 shares; 2025Q4: 2,614 shares; 2026Q1: 2,614 shares 2,614 $708K 0.19% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,604 shares; 2025Q1: 1,620 shares; 2025Q2: 1,626 shares; 2025Q3: 2,348 shares; 2025Q4: 2,108 shares; 2026Q1: 5,452 shares 5,452 $695K 0.19% +3,344 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: 2,299 shares; 2024Q4: 2,661 shares; 2025Q1: 2,691 shares; 2025Q2: 6,697 shares; 2025Q3: 3,005 shares; 2025Q4: 2,962 shares; 2026Q1: 2,967 shares 2,967 $687K 0.19% +5 Timeline XSHQ 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: 12,552 shares; 2024Q4: 16,060 shares; 2025Q1: 15,865 shares; 2025Q2: 15,375 shares; 2025Q3: 15,447 shares; 2025Q4: 15,517 shares; 2026Q1: 15,565 shares 15,565 $681K 0.19% +48 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: 2,941 shares; 2025Q1: 3,986 shares; 2025Q2: 3,968 shares; 2025Q3: 4,308 shares; 2025Q4: 4,995 shares; 2026Q1: 4,829 shares 4,829 $680K 0.19% -166 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 14,156 shares; 2025Q4: not reported; 2026Q1: 15,277 shares 15,277 $675K 0.19% new 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: 2,111 shares; 2024Q4: 1,929 shares; 2025Q1: 1,931 shares; 2025Q2: 1,962 shares; 2025Q3: 1,927 shares; 2025Q4: 1,886 shares; 2026Q1: 1,929 shares 1,929 $675K 0.19% +43 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,937 shares; 2024Q4: 8,968 shares; 2025Q1: 9,000 shares; 2025Q2: 10,259 shares; 2025Q3: 13,318 shares; 2025Q4: 13,352 shares; 2026Q1: 13,388 shares 13,388 $671K 0.18% +36 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,181 shares; 2024Q4: 92,517 shares; 2025Q1: 9,282 shares; 2025Q2: 14,575 shares; 2025Q3: 10,883 shares; 2025Q4: 11,288 shares; 2026Q1: 9,372 shares 9,372 $665K 0.18% -1,916 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: not reported; 2025Q1: not reported; 2025Q2: 2,544 shares; 2025Q3: 2,302 shares; 2025Q4: 2,356 shares; 2026Q1: 2,366 shares 2,366 $665K 0.18% +10 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,397 shares; 2025Q3: 2,362 shares; 2025Q4: 2,365 shares; 2026Q1: 2,365 shares 2,365 $647K 0.18% 0 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: 34,463 shares; 2024Q4: 39,811 shares; 2025Q1: 28,127 shares; 2025Q2: 27,832 shares; 2025Q3: 25,815 shares; 2025Q4: 23,236 shares; 2026Q1: 23,264 shares 23,264 $639K 0.18% +28 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: 1,862 shares; 2024Q4: 1,730 shares; 2025Q1: 1,731 shares; 2025Q2: 1,732 shares; 2025Q3: 1,882 shares; 2025Q4: 1,883 shares; 2026Q1: 1,883 shares 1,883 $628K 0.17% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,299 shares; 2026Q1: 2,507 shares 2,507 $618K 0.17% +208 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,396 shares; 2024Q4: 6,916 shares; 2025Q1: 6,937 shares; 2025Q2: 6,958 shares; 2025Q3: 6,980 shares; 2025Q4: 7,001 shares; 2026Q1: 7,122 shares 7,122 $604K 0.17% +121 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 901 shares; 2024Q4: not reported; 2025Q1: 421 shares; 2025Q2: 551 shares; 2025Q3: 493 shares; 2025Q4: 315 shares; 2026Q1: 334 shares 334 $593K 0.16% +19 Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,675 shares; 2024Q4: 47,594 shares; 2025Q1: 46,288 shares; 2025Q2: 44,623 shares; 2025Q3: 40,546 shares; 2025Q4: 39,946 shares; 2026Q1: 39,169 shares 39,169 $580K 0.16% -777 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 3,129 shares; 2025Q1: 2,976 shares; 2025Q2: 3,008 shares; 2025Q3: 2,975 shares; 2025Q4: 3,872 shares; 2026Q1: 2,334 shares 2,334 $559K 0.15% -1,538 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,631 shares; 2026Q1: 9,774 shares 9,774 $558K 0.15% +2,143 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,223 shares; 2024Q4: 8,168 shares; 2025Q1: 8,202 shares; 2025Q2: 8,110 shares; 2025Q3: 8,140 shares; 2025Q4: 8,172 shares; 2026Q1: 5,928 shares 5,928 $557K 0.15% -2,244 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,830 shares; 2024Q4: 10,674 shares; 2025Q1: 9,542 shares; 2025Q2: 10,254 shares; 2025Q3: 8,940 shares; 2025Q4: 8,714 shares; 2026Q1: 8,847 shares 8,847 $550K 0.15% +133 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,359 shares; 2024Q4: 3,224 shares; 2025Q1: 3,240 shares; 2025Q2: 3,256 shares; 2025Q3: 3,272 shares; 2025Q4: 3,279 shares; 2026Q1: 3,220 shares 3,220 $546K 0.15% -59 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,369 shares; 2024Q4: 7,475 shares; 2025Q1: 7,123 shares; 2025Q2: 7,169 shares; 2025Q3: 7,192 shares; 2025Q4: 7,192 shares; 2026Q1: 7,215 shares 7,215 $542K 0.15% +23 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: 450 shares; 2024Q4: 450 shares; 2025Q1: 450 shares; 2025Q2: 450 shares; 2025Q3: 450 shares; 2025Q4: 450 shares; 2026Q1: 450 shares 450 $542K 0.15% 0 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: 10,422 shares; 2024Q4: 10,938 shares; 2025Q1: 7,653 shares; 2025Q2: 8,665 shares; 2025Q3: 11,091 shares; 2025Q4: 10,716 shares; 2026Q1: 10,064 shares 10,064 $539K 0.15% -652 Timeline VPU 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: 2,663 shares; 2024Q4: 2,663 shares; 2025Q1: 2,663 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares 2,663 $538K 0.15% 0 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: 3,159 shares; 2024Q4: 3,165 shares; 2025Q1: 3,171 shares; 2025Q2: 3,167 shares; 2025Q3: 3,376 shares; 2025Q4: 3,319 shares; 2026Q1: 3,324 shares 3,324 $537K 0.15% +5 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,164 shares; 2026Q1: 10,287 shares 10,287 $532K 0.15% -5,877 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: 8,986 shares; 2024Q4: 8,998 shares; 2025Q1: 9,498 shares; 2025Q2: 13,495 shares; 2025Q3: 14,235 shares; 2025Q4: 14,312 shares; 2026Q1: 14,312 shares 14,312 $530K 0.15% 0 Timeline FHLC 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: 10,571 shares; 2024Q4: 9,801 shares; 2025Q1: 7,364 shares; 2025Q2: 7,364 shares; 2025Q3: 7,364 shares; 2025Q4: 7,364 shares; 2026Q1: 7,364 shares 7,364 $529K 0.15% 0 Timeline IFRA 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: 6,128 shares; 2026Q1: 8,686 shares 8,686 $514K 0.14% +2,558 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,505 shares 15,505 $512K 0.14% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,160 shares; 2024Q4: 2,345 shares; 2025Q1: 2,405 shares; 2025Q2: 2,517 shares; 2025Q3: 3,050 shares; 2025Q4: 3,050 shares; 2026Q1: 3,024 shares 3,024 $512K 0.14% -26 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: 2,060 shares; 2024Q4: 2,117 shares; 2025Q1: 2,121 shares; 2025Q2: 2,029 shares; 2025Q3: 2,116 shares; 2025Q4: 2,097 shares; 2026Q1: 2,200 shares 2,200 $511K 0.14% +103 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 720 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,450 shares; 2026Q1: 1,454 shares 1,454 $509K 0.14% +4 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,687 shares; 2025Q3: 2,091 shares; 2025Q4: not reported; 2026Q1: 2,128 shares 2,128 $504K 0.14% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 22,615 shares; 2025Q1: 22,782 shares; 2025Q2: 22,954 shares; 2025Q3: 23,643 shares; 2025Q4: 27,185 shares; 2026Q1: 27,713 shares 27,713 $504K 0.14% +528 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 605 shares; 2025Q3: 1,272 shares; 2025Q4: 1,248 shares; 2026Q1: 1,278 shares 1,278 $500K 0.14% +30 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: 3,048 shares; 2024Q4: 2,373 shares; 2025Q1: 2,405 shares; 2025Q2: 3,850 shares; 2025Q3: 2,863 shares; 2025Q4: 2,408 shares; 2026Q1: 2,480 shares 2,480 $490K 0.13% +72 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: 2,499 shares; 2025Q3: 584 shares; 2025Q4: 740 shares; 2026Q1: 1,140 shares 1,140 $486K 0.13% +400 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,731 shares; 2024Q4: 3,819 shares; 2025Q1: 3,824 shares; 2025Q2: 3,831 shares; 2025Q3: 3,837 shares; 2025Q4: 6,546 shares; 2026Q1: 3,551 shares 3,551 $479K 0.13% -2,995 Timeline FSTA 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: 8,422 shares; 2024Q4: 8,422 shares; 2025Q1: 8,820 shares; 2025Q2: 8,820 shares; 2025Q3: 8,820 shares; 2025Q4: 8,820 shares; 2026Q1: 8,820 shares 8,820 $468K 0.13% 0 Timeline XTL 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: 5,467 shares; 2024Q4: 5,168 shares; 2025Q1: not reported; 2025Q2: 5,006 shares; 2025Q3: 4,727 shares; 2025Q4: 4,645 shares; 2026Q1: 2,230 shares 2,230 $461K 0.13% -2,415 Timeline SOXX 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: 1,152 shares; 2025Q2: 851 shares; 2025Q3: 1,022 shares; 2025Q4: 1,662 shares; 2026Q1: 1,240 shares 1,240 $459K 0.13% -422 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,284 shares 18,284 $459K 0.13% new 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: 611 shares; 2024Q4: 611 shares; 2025Q1: 572 shares; 2025Q2: 573 shares; 2025Q3: 573 shares; 2025Q4: 587 shares; 2026Q1: 618 shares 618 $457K 0.13% +31 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: 4,572 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,670 shares 2,670 $455K 0.13% new Timeline FEPI ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES 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: 4,989 shares; 2025Q4: 8,940 shares; 2026Q1: 11,057 shares 11,057 $454K 0.12% +2,117 Timeline VEU 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: 20,575 shares; 2024Q4: 7,225 shares; 2025Q1: 7,311 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $451K 0.12% 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: 2,349 shares; 2024Q4: 1,787 shares; 2025Q1: 1,687 shares; 2025Q2: 1,697 shares; 2025Q3: 1,950 shares; 2025Q4: 1,987 shares; 2026Q1: 2,072 shares 2,072 $451K 0.12% +85 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,818 shares; 2025Q2: 4,832 shares; 2025Q3: 4,832 shares; 2025Q4: 4,700 shares; 2026Q1: 5,333 shares 5,333 $450K 0.12% +633 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM 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: 9,966 shares; 2025Q4: 13,813 shares; 2026Q1: 26,051 shares 26,051 $412K 0.11% +12,238 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: 3,748 shares; 2024Q4: 3,664 shares; 2025Q1: 3,711 shares; 2025Q2: 10,416 shares; 2025Q3: 10,411 shares; 2025Q4: 10,698 shares; 2026Q1: 3,970 shares 3,970 $411K 0.11% -6,728 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,434 shares; 2024Q4: 5,258 shares; 2025Q1: 5,107 shares; 2025Q2: 4,842 shares; 2025Q3: 4,857 shares; 2025Q4: 4,873 shares; 2026Q1: 4,873 shares 4,873 $410K 0.11% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,616 shares; 2025Q1: 1,616 shares; 2025Q2: 1,617 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,518 shares 1,518 $409K 0.11% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,679 shares; 2024Q4: 2,786 shares; 2025Q1: 2,207 shares; 2025Q2: 2,211 shares; 2025Q3: 2,442 shares; 2025Q4: 2,463 shares; 2026Q1: 2,434 shares 2,434 $409K 0.11% -29 Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,543 shares; 2024Q4: 5,086 shares; 2025Q1: 5,153 shares; 2025Q2: 5,172 shares; 2025Q3: 4,268 shares; 2025Q4: 5,394 shares; 2026Q1: 6,074 shares 6,074 $400K 0.11% +680 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,741 shares; 2026Q1: 6,741 shares 6,741 $393K 0.11% 0 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS Quarterly shares; oldest to 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: 1,050 shares 1,050 $385K 0.11% new Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,047 shares; 2024Q4: 12,976 shares; 2025Q1: 10,799 shares; 2025Q2: 9,456 shares; 2025Q3: 9,467 shares; 2025Q4: 9,484 shares; 2026Q1: 9,503 shares 9,503 $384K 0.11% +19 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: 19,526 shares; 2024Q4: 18,633 shares; 2025Q1: 9,144 shares; 2025Q2: 19,997 shares; 2025Q3: 21,934 shares; 2025Q4: 5,999 shares; 2026Q1: 7,445 shares 7,445 $381K 0.1% +1,446 Timeline VRP 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: 19,887 shares; 2024Q4: 19,938 shares; 2025Q1: 19,959 shares; 2025Q2: 20,002 shares; 2025Q3: 20,043 shares; 2025Q4: 17,572 shares; 2026Q1: 15,654 shares 15,654 $381K 0.1% -1,918 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: 2,457 shares; 2024Q4: 2,515 shares; 2025Q1: 2,506 shares; 2025Q2: 2,331 shares; 2025Q3: 2,471 shares; 2025Q4: 2,478 shares; 2026Q1: 1,970 shares 1,970 $380K 0.1% -508 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,026 shares 2,026 $376K 0.1% new Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,578 shares 1,578 $371K 0.1% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,240 shares 2,240 $370K 0.1% new Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,256 shares; 2024Q4: 12,722 shares; 2025Q1: 14,726 shares; 2025Q2: 14,045 shares; 2025Q3: 11,881 shares; 2025Q4: 14,118 shares; 2026Q1: 15,912 shares 15,912 $361K 0.1% +1,794 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 3,033 shares 3,033 $358K 0.1% new 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: 7,946 shares; 2024Q4: not reported; 2025Q1: 5,238 shares; 2025Q2: 5,245 shares; 2025Q3: 5,253 shares; 2025Q4: 5,266 shares; 2026Q1: 5,072 shares 5,072 $358K 0.1% -194 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: 1,404 shares; 2025Q4: 1,352 shares; 2026Q1: 875 shares 875 $356K 0.1% -477 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,280 shares; 2025Q4: 5,051 shares; 2026Q1: 5,363 shares 5,363 $349K 0.1% +312 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: 5,706 shares; 2025Q4: 5,896 shares; 2026Q1: 5,896 shares 5,896 $348K 0.1% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 443 shares 443 $346K 0.1% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,005 shares 3,005 $344K 0.09% new Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN 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: 8,727 shares 8,727 $338K 0.09% new Timeline EDIV 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: 6,675 shares; 2025Q2: 7,808 shares; 2025Q3: 8,602 shares; 2025Q4: 9,066 shares; 2026Q1: 8,169 shares 8,169 $334K 0.09% -897 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $333K 0.09% 0 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,836 shares; 2024Q4: not reported; 2025Q1: 1,751 shares; 2025Q2: 2,150 shares; 2025Q3: 2,163 shares; 2025Q4: 2,111 shares; 2026Q1: 2,125 shares 2,125 $331K 0.09% +14 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,130 shares; 2025Q1: 5,784 shares; 2025Q2: 5,664 shares; 2025Q3: 3,070 shares; 2025Q4: 2,308 shares; 2026Q1: 2,339 shares 2,339 $331K 0.09% +31 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: 2,803 shares; 2024Q4: not reported; 2025Q1: 4,472 shares; 2025Q2: 6,312 shares; 2025Q3: 4,574 shares; 2025Q4: 4,546 shares; 2026Q1: 4,551 shares 4,551 $329K 0.09% +5 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,154 shares; 2024Q4: 2,147 shares; 2025Q1: 2,150 shares; 2025Q2: 2,760 shares; 2025Q3: 2,764 shares; 2025Q4: 2,161 shares; 2026Q1: 2,163 shares 2,163 $328K 0.09% +2 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,373 shares; 2025Q1: 3,908 shares; 2025Q2: 4,151 shares; 2025Q3: 4,059 shares; 2025Q4: 4,528 shares; 2026Q1: 4,492 shares 4,492 $328K 0.09% -36 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD 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: 2,630 shares 2,630 $328K 0.09% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,506 shares; 2025Q2: not reported; 2025Q3: 5,955 shares; 2025Q4: 5,560 shares; 2026Q1: 3,494 shares 3,494 $327K 0.09% -2,066 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: 1,392 shares; 2024Q4: 1,393 shares; 2025Q1: 1,394 shares; 2025Q2: 1,394 shares; 2025Q3: 1,428 shares; 2025Q4: 1,430 shares; 2026Q1: 1,432 shares 1,432 $323K 0.09% +2 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,451 shares; 2026Q1: 5,802 shares 5,802 $322K 0.09% +351 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 925 shares 925 $322K 0.09% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,053 shares; 2024Q4: 4,562 shares; 2025Q1: 4,672 shares; 2025Q2: 5,155 shares; 2025Q3: 5,167 shares; 2025Q4: 5,179 shares; 2026Q1: 5,190 shares 5,190 $321K 0.09% +11 Timeline LIF LIFE360 INC More: the full row for LIFE360 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: 5,293 shares; 2025Q4: 9,002 shares; 2026Q1: 7,250 shares 7,250 $319K 0.09% -1,752 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: 7,620 shares; 2024Q4: 7,355 shares; 2025Q1: 7,458 shares; 2025Q2: 6,758 shares; 2025Q3: 6,847 shares; 2025Q4: 6,932 shares; 2026Q1: 7,012 shares 7,012 $318K 0.09% +80 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,303 shares; 2024Q4: 9,383 shares; 2025Q1: not reported; 2025Q2: 2,148 shares; 2025Q3: 2,150 shares; 2025Q4: 2,153 shares; 2026Q1: 3,015 shares 3,015 $318K 0.09% +862 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,593 shares; 2024Q4: 40,906 shares; 2025Q1: 40,906 shares; 2025Q2: 34,739 shares; 2025Q3: 34,072 shares; 2025Q4: 34,072 shares; 2026Q1: 30,343 shares 30,343 $315K 0.09% -3,729 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: 491 shares; 2024Q4: 491 shares; 2025Q1: 492 shares; 2025Q2: 583 shares; 2025Q3: 593 shares; 2025Q4: 320 shares; 2026Q1: 622 shares 622 $313K 0.09% +302 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: 1,693 shares; 2026Q1: 2,272 shares 2,272 $312K 0.09% +579 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,027 shares; 2025Q1: not reported; 2025Q2: 8,385 shares; 2025Q3: 11,256 shares; 2025Q4: not reported; 2026Q1: 9,721 shares 9,721 $308K 0.08% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,606 shares; 2024Q4: 2,481 shares; 2025Q1: not reported; 2025Q2: 2,514 shares; 2025Q3: 4,785 shares; 2025Q4: 2,533 shares; 2026Q1: 2,540 shares 2,540 $305K 0.08% +7 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,458 shares; 2025Q3: 1,788 shares; 2025Q4: 1,806 shares; 2026Q1: 2,313 shares 2,313 $301K 0.08% +507 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: 1,617 shares; 2024Q4: 2,122 shares; 2025Q1: 1,894 shares; 2025Q2: 1,708 shares; 2025Q3: 1,762 shares; 2025Q4: 1,647 shares; 2026Q1: 691 shares 691 $300K 0.08% -956 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,263 shares; 2024Q4: 10,507 shares; 2025Q1: not reported; 2025Q2: 11,828 shares; 2025Q3: 11,580 shares; 2025Q4: 13,049 shares; 2026Q1: 11,965 shares 11,965 $299K 0.08% -1,084 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,284 shares; 2024Q4: 9,438 shares; 2025Q1: 9,654 shares; 2025Q2: 9,079 shares; 2025Q3: 10,149 shares; 2025Q4: 7,506 shares; 2026Q1: 6,365 shares 6,365 $292K 0.08% -1,141 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,086 shares; 2025Q4: 3,295 shares; 2026Q1: 3,303 shares 3,303 $287K 0.08% +8 Timeline TCHP 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: not reported; 2025Q3: not reported; 2025Q4: 6,225 shares; 2026Q1: 6,225 shares 6,225 $287K 0.08% 0 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: 1,337 shares; 2024Q4: 1,356 shares; 2025Q1: 1,394 shares; 2025Q2: 1,412 shares; 2025Q3: 1,428 shares; 2025Q4: 1,432 shares; 2026Q1: 1,452 shares 1,452 $285K 0.08% +20 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,395 shares; 2024Q4: not reported; 2025Q1: 2,469 shares; 2025Q2: 2,486 shares; 2025Q3: 2,387 shares; 2025Q4: 2,346 shares; 2026Q1: 2,309 shares 2,309 $284K 0.08% -37 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,211 shares; 2024Q4: 10,539 shares; 2025Q1: 10,644 shares; 2025Q2: 10,751 shares; 2025Q3: 10,818 shares; 2025Q4: 10,928 shares; 2026Q1: 11,036 shares 11,036 $283K 0.08% +108 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,806 shares; 2025Q1: 3,810 shares; 2025Q2: 3,643 shares; 2025Q3: 3,333 shares; 2025Q4: 3,135 shares; 2026Q1: 3,142 shares 3,142 $282K 0.08% +7 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: 7,595 shares; 2024Q4: 7,060 shares; 2025Q1: 7,069 shares; 2025Q2: 7,078 shares; 2025Q3: 7,084 shares; 2025Q4: 7,090 shares; 2026Q1: 7,097 shares 7,097 $277K 0.08% +7 Timeline KNSA KINIKSA PHARMACEUTICALS INTL More: the full row for KINIKSA PHARMACEUTICALS INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,388 shares; 2025Q4: 6,388 shares; 2026Q1: 5,852 shares 5,852 $275K 0.08% -536 Timeline SPLV 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: 6,245 shares; 2024Q4: 3,448 shares; 2025Q1: 3,663 shares; 2025Q2: 3,675 shares; 2025Q3: 3,685 shares; 2025Q4: 3,660 shares; 2026Q1: 3,670 shares 3,670 $274K 0.08% +10 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,325 shares; 2026Q1: 2,785 shares 2,785 $273K 0.08% -5,540 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: 2,318 shares; 2025Q4: 2,236 shares; 2026Q1: 2,323 shares 2,323 $273K 0.08% +87 Timeline IMCG 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: 3,266 shares; 2024Q4: 3,037 shares; 2025Q1: 3,742 shares; 2025Q2: 2,954 shares; 2025Q3: not reported; 2025Q4: 3,330 shares; 2026Q1: 3,269 shares 3,269 $272K 0.07% -61 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $271K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,456 shares; 2026Q1: 4,695 shares 4,695 $270K 0.07% +1,239 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: 3,161 shares; 2024Q4: 3,181 shares; 2025Q1: 3,186 shares; 2025Q2: 3,161 shares; 2025Q3: 3,166 shares; 2025Q4: 3,171 shares; 2026Q1: 2,929 shares 2,929 $269K 0.07% -242 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: 8,338 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,196 shares; 2026Q1: 5,755 shares 5,755 $269K 0.07% +559 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,911 shares 5,911 $262K 0.07% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,005 shares; 2024Q4: 11,004 shares; 2025Q1: 5,746 shares; 2025Q2: 5,307 shares; 2025Q3: 5,319 shares; 2025Q4: 5,141 shares; 2026Q1: 5,156 shares 5,156 $260K 0.07% +15 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,435 shares 2,435 $257K 0.07% new Timeline IYM 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: 1,379 shares 1,379 $254K 0.07% new Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: 926 shares; 2025Q1: not reported; 2025Q2: 920 shares; 2025Q3: 912 shares; 2025Q4: 950 shares; 2026Q1: 908 shares 908 $249K 0.07% -42 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,792 shares; 2025Q1: 1,793 shares; 2025Q2: 1,795 shares; 2025Q3: 1,796 shares; 2025Q4: 1,798 shares; 2026Q1: 1,798 shares 1,798 $239K 0.07% 0 Timeline BASG ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to 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: 10,126 shares; 2026Q1: 10,126 shares 10,126 $237K 0.07% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 2,159 shares; 2025Q3: 2,174 shares; 2025Q4: 870 shares; 2026Q1: 872 shares 872 $236K 0.06% +2 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,275 shares; 2025Q4: 1,690 shares; 2026Q1: 1,693 shares 1,693 $236K 0.06% +3 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,357 shares; 2024Q4: 3,764 shares; 2025Q1: 4,105 shares; 2025Q2: 3,885 shares; 2025Q3: 3,991 shares; 2025Q4: 4,246 shares; 2026Q1: 4,383 shares 4,383 $230K 0.06% +137 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: 817 shares; 2024Q4: 797 shares; 2025Q1: 638 shares; 2025Q2: 537 shares; 2025Q3: 533 shares; 2025Q4: not reported; 2026Q1: 510 shares 510 $229K 0.06% new Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 941 shares; 2025Q1: 941 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 902 shares 902 $227K 0.06% 0 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: 22,308 shares; 2024Q4: 23,077 shares; 2025Q1: 14,601 shares; 2025Q2: 13,419 shares; 2025Q3: 15,545 shares; 2025Q4: 15,317 shares; 2026Q1: 22,190 shares 22,190 $227K 0.06% +6,873 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 730 shares 730 $226K 0.06% new 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: not reported; 2025Q2: 3,591 shares; 2025Q3: 3,157 shares; 2025Q4: 3,137 shares; 2026Q1: 3,137 shares 3,137 $225K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,200 shares; 2025Q3: 2,200 shares; 2025Q4: 2,271 shares; 2026Q1: 2,271 shares 2,271 $224K 0.06% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,366 shares; 2025Q3: 2,483 shares; 2025Q4: 2,380 shares; 2026Q1: 2,169 shares 2,169 $224K 0.06% -211 Timeline ROBO 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: not reported; 2025Q4: not reported; 2026Q1: 3,028 shares 3,028 $222K 0.06% new 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: 3,070 shares; 2024Q4: 1,861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,789 shares 1,789 $220K 0.06% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,163 shares; 2024Q4: 1,172 shares; 2025Q1: 1,182 shares; 2025Q2: 1,201 shares; 2025Q3: 1,313 shares; 2025Q4: 1,211 shares; 2026Q1: 1,223 shares 1,223 $215K 0.06% +12 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,702 shares; 2026Q1: 1,680 shares 1,680 $215K 0.06% -22 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,715 shares; 2025Q1: not reported; 2025Q2: 1,796 shares; 2025Q3: 1,716 shares; 2025Q4: 1,894 shares; 2026Q1: 1,776 shares 1,776 $214K 0.06% -118 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: 559 shares; 2024Q4: 457 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 336 shares 336 $209K 0.06% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ 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: 3,376 shares; 2025Q3: 3,941 shares; 2025Q4: 4,544 shares; 2026Q1: 4,630 shares 4,630 $208K 0.06% +86 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 455 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $203K 0.06% new Timeline