CVIE 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 loaded; 2024Q4: not reported; 2025Q1: 93,546 shares; 2025Q2: 253,825 shares; 2025Q3: 286,826 shares; 2025Q4: 310,122 shares; 2026Q1: 360,720 shares 360,720 $26.7M 5.57% +50,598 Timeline CVLC 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 loaded; 2024Q4: 98,536 shares; 2025Q1: 135,368 shares; 2025Q2: 145,608 shares; 2025Q3: 162,100 shares; 2025Q4: 174,021 shares; 2026Q1: 219,195 shares 219,195 $17.7M 3.7% +45,174 Timeline SMMD 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 loaded; 2024Q4: 49,094 shares; 2025Q1: 83,607 shares; 2025Q2: 92,198 shares; 2025Q3: 100,464 shares; 2025Q4: 109,786 shares; 2026Q1: 126,214 shares 126,214 $9.72M 2.03% +16,428 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 175,600 shares; 2025Q1: 192,689 shares; 2025Q2: 196,276 shares; 2025Q3: 203,630 shares; 2025Q4: 206,005 shares; 2026Q1: 164,424 shares 164,424 $9.18M 1.92% -41,581 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,552 shares; 2025Q1: 17,501 shares; 2025Q2: 34,205 shares; 2025Q3: 33,238 shares; 2025Q4: 35,881 shares; 2026Q1: 46,389 shares 46,389 $8.15M 1.7% +10,508 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: not loaded; 2024Q4: 1,561 shares; 2025Q1: 1,462 shares; 2025Q2: 1,482 shares; 2025Q3: 1,515 shares; 2025Q4: 1,499 shares; 2026Q1: 11,586 shares 11,586 $7.59M 1.59% +10,087 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: not loaded; 2024Q4: 20,541 shares; 2025Q1: 24,263 shares; 2025Q2: 24,958 shares; 2025Q3: 26,279 shares; 2025Q4: 27,019 shares; 2026Q1: 29,196 shares 29,196 $7.46M 1.56% +2,177 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: not loaded; 2024Q4: 4,709 shares; 2025Q1: 3,337 shares; 2025Q2: 3,355 shares; 2025Q3: 3,397 shares; 2025Q4: 3,333 shares; 2026Q1: 12,304 shares 12,304 $7.41M 1.55% +8,971 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,151 shares; 2025Q1: 77,113 shares; 2025Q2: 77,848 shares; 2025Q3: 77,698 shares; 2025Q4: 89,042 shares; 2026Q1: 93,053 shares 93,053 $7.16M 1.49% +4,011 Timeline GRNB 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 loaded; 2024Q4: 179,166 shares; 2025Q1: 215,050 shares; 2025Q2: 242,631 shares; 2025Q3: 280,710 shares; 2025Q4: 313,807 shares; 2026Q1: 264,704 shares 264,704 $6.32M 1.32% -49,103 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,931 shares; 2025Q1: 25,154 shares; 2025Q2: 25,124 shares; 2025Q3: 25,034 shares; 2025Q4: 25,899 shares; 2026Q1: 25,288 shares 25,288 $5.66M 1.18% -611 Timeline EAGG 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 loaded; 2024Q4: not reported; 2025Q1: 13,589 shares; 2025Q2: 28,745 shares; 2025Q3: 41,438 shares; 2025Q4: 62,233 shares; 2026Q1: 119,307 shares 119,307 $5.66M 1.18% +57,074 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 187,733 shares 187,733 $5.52M 1.15% +185,473 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 426 shares; 2025Q2: 607 shares; 2025Q3: 629 shares; 2025Q4: 8,333 shares; 2026Q1: 12,500 shares 12,500 $5.52M 1.15% +4,167 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: not loaded; 2024Q4: 8,207 shares; 2025Q1: 9,581 shares; 2025Q2: 9,997 shares; 2025Q3: 10,202 shares; 2025Q4: 10,108 shares; 2026Q1: 14,662 shares 14,662 $5.42M 1.13% +4,554 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,195 shares; 2025Q3: 1,881 shares; 2025Q4: 1,959 shares; 2026Q1: 27,025 shares 27,025 $5.21M 1.09% +25,066 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: not loaded; 2024Q4: 3,181 shares; 2025Q1: 3,779 shares; 2025Q2: 3,685 shares; 2025Q3: 4,517 shares; 2025Q4: 4,713 shares; 2026Q1: 7,586 shares 7,586 $4.99M 1.04% +2,873 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 185,912 shares; 2025Q1: 190,050 shares; 2025Q2: 197,450 shares; 2025Q3: 199,550 shares; 2025Q4: 199,200 shares; 2026Q1: 195,960 shares 195,960 $4.79M 1% -3,240 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: not loaded; 2024Q4: 7,917 shares; 2025Q1: 11,513 shares; 2025Q2: 12,051 shares; 2025Q3: 10,602 shares; 2025Q4: 6,710 shares; 2026Q1: 16,135 shares 16,135 $4.76M 0.99% +9,425 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 168,076 shares 168,076 $4.58M 0.96% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,615 shares; 2025Q1: 889 shares; 2025Q2: 40,823 shares; 2025Q3: 45,489 shares; 2025Q4: 48,039 shares; 2026Q1: 55,922 shares 55,922 $4.44M 0.93% +7,883 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: not loaded; 2024Q4: 70,281 shares; 2025Q1: 71,842 shares; 2025Q2: 69,289 shares; 2025Q3: 69,237 shares; 2025Q4: 67,855 shares; 2026Q1: 64,031 shares 64,031 $4.36M 0.91% -3,824 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 23 shares; 2025Q2: 981 shares; 2025Q3: 996 shares; 2025Q4: 21,694 shares; 2026Q1: 27,565 shares 27,565 $4.08M 0.85% +5,871 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254,779 shares; 2026Q1: 234,769 shares 234,769 $3.9M 0.81% -20,010 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: not loaded; 2024Q4: 7,702 shares; 2025Q1: 9,510 shares; 2025Q2: 9,837 shares; 2025Q3: 10,253 shares; 2025Q4: 9,984 shares; 2026Q1: 13,015 shares 13,015 $3.87M 0.81% +3,031 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: not loaded; 2024Q4: 6,752 shares; 2025Q1: 9,185 shares; 2025Q2: 9,593 shares; 2025Q3: 10,403 shares; 2025Q4: 10,522 shares; 2026Q1: 17,938 shares 17,938 $3.78M 0.79% +7,416 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 240 shares; 2025Q2: 215 shares; 2025Q3: 572 shares; 2025Q4: 618 shares; 2026Q1: 79,418 shares 79,418 $3.69M 0.77% +78,800 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 73,092 shares; 2025Q1: 79,698 shares; 2025Q2: 77,730 shares; 2025Q3: 79,400 shares; 2025Q4: 77,805 shares; 2026Q1: 75,601 shares 75,601 $3.44M 0.72% -2,204 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,988 shares; 2025Q2: 4,409 shares; 2025Q3: 4,288 shares; 2025Q4: 3,444 shares; 2026Q1: 40,874 shares 40,874 $3.15M 0.66% +37,430 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 638 shares; 2025Q2: 680 shares; 2025Q3: 682 shares; 2025Q4: 31,996 shares; 2026Q1: 38,129 shares 38,129 $3.15M 0.66% +6,133 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 411 shares; 2025Q3: 409 shares; 2025Q4: 444 shares; 2026Q1: 60,732 shares 60,732 $3.01M 0.63% +60,288 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,599 shares 24,599 $2.86M 0.6% new Timeline IDEV 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 loaded; 2024Q4: 3,920 shares; 2025Q1: 4,311 shares; 2025Q2: 4,556 shares; 2025Q3: 4,994 shares; 2025Q4: 5,003 shares; 2026Q1: 31,594 shares 31,594 $2.68M 0.56% +26,591 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 360 shares; 2025Q4: 360 shares; 2026Q1: 86,890 shares 86,890 $2.66M 0.56% +86,530 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,554 shares; 2025Q1: 8,309 shares; 2025Q2: 8,387 shares; 2025Q3: 7,566 shares; 2025Q4: 7,401 shares; 2026Q1: 37,379 shares 37,379 $2.63M 0.55% +29,978 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,005 shares; 2025Q2: 1,158 shares; 2025Q3: 393 shares; 2025Q4: 31 shares; 2026Q1: 25,617 shares 25,617 $2.57M 0.54% +25,586 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,327 shares; 2025Q1: 8,291 shares; 2025Q2: 7,043 shares; 2025Q3: 7,660 shares; 2025Q4: 9,719 shares; 2026Q1: 34,597 shares 34,597 $2.54M 0.53% +24,878 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,901 shares; 2025Q1: 724 shares; 2025Q2: 17,511 shares; 2025Q3: 19,296 shares; 2025Q4: 21,064 shares; 2026Q1: 26,553 shares 26,553 $2.54M 0.53% +5,489 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,281 shares; 2025Q2: 3,368 shares; 2025Q3: 3,402 shares; 2025Q4: 51,124 shares; 2026Q1: 54,550 shares 54,550 $2.51M 0.53% +3,426 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: not loaded; 2024Q4: 3,692 shares; 2025Q1: 5,374 shares; 2025Q2: 5,346 shares; 2025Q3: 4,872 shares; 2025Q4: 5,631 shares; 2026Q1: 7,843 shares 7,843 $2.46M 0.51% +2,212 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,556 shares; 2025Q1: 3,531 shares; 2025Q2: 3,531 shares; 2025Q3: 3,531 shares; 2025Q4: 3,531 shares; 2026Q1: 5,424 shares 5,424 $2.37M 0.5% +1,893 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: not loaded; 2024Q4: 1,468 shares; 2025Q1: 2,680 shares; 2025Q2: 3,124 shares; 2025Q3: 3,249 shares; 2025Q4: 2,902 shares; 2026Q1: 3,758 shares 3,758 $2.18M 0.45% +856 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: not loaded; 2024Q4: 15,545 shares; 2025Q1: 16,737 shares; 2025Q2: 16,791 shares; 2025Q3: 17,091 shares; 2025Q4: 15,705 shares; 2026Q1: 17,308 shares 17,308 $2.16M 0.45% +1,603 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,334 shares; 2025Q1: 56,950 shares; 2025Q2: 59,750 shares; 2025Q3: 59,650 shares; 2025Q4: 59,650 shares; 2026Q1: 59,600 shares 59,600 $2.15M 0.45% -50 Timeline EVSM 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 41,624 shares 41,624 $2.09M 0.44% new 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: not loaded; 2024Q4: 2,931 shares; 2025Q1: 4,143 shares; 2025Q2: 4,895 shares; 2025Q3: 5,599 shares; 2025Q4: 5,467 shares; 2026Q1: 6,953 shares 6,953 $2.05M 0.43% +1,486 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,784 shares; 2025Q1: 38,788 shares; 2025Q2: 39,119 shares; 2025Q3: 35,285 shares; 2025Q4: 38,933 shares; 2026Q1: 80,107 shares 80,107 $2.01M 0.42% +41,174 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,424 shares; 2025Q1: 6,444 shares; 2025Q2: 6,509 shares; 2025Q3: 6,538 shares; 2025Q4: 7,751 shares; 2026Q1: 7,264 shares 7,264 $1.99M 0.42% -487 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: not loaded; 2024Q4: 55,073 shares; 2025Q1: 56,005 shares; 2025Q2: 55,941 shares; 2025Q3: 56,433 shares; 2025Q4: 56,431 shares; 2026Q1: 60,390 shares 60,390 $1.99M 0.41% +3,959 Timeline SUSC 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 loaded; 2024Q4: 122,603 shares; 2025Q1: 137,103 shares; 2025Q2: 122,917 shares; 2025Q3: 123,907 shares; 2025Q4: 119,021 shares; 2026Q1: 80,980 shares 80,980 $1.87M 0.39% -38,041 Timeline QLV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,108 shares; 2026Q1: 25,899 shares 25,899 $1.87M 0.39% +9,791 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 937 shares; 2025Q2: 1,293 shares; 2025Q3: 1,357 shares; 2025Q4: 1,405 shares; 2026Q1: 9,250 shares 9,250 $1.82M 0.38% +7,845 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: not loaded; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 85 shares; 2025Q3: 85 shares; 2025Q4: 71 shares; 2026Q1: 29,924 shares 29,924 $1.79M 0.37% +29,853 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,661 shares; 2025Q1: 7,277 shares; 2025Q2: 7,573 shares; 2025Q3: 8,584 shares; 2025Q4: 9,701 shares; 2026Q1: 17,849 shares 17,849 $1.77M 0.37% +8,148 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,709 shares; 2025Q1: 35,432 shares; 2025Q2: 35,082 shares; 2025Q3: 35,082 shares; 2025Q4: 34,832 shares; 2026Q1: 34,794 shares 34,794 $1.7M 0.36% -38 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: not loaded; 2024Q4: 5,366 shares; 2025Q1: 5,393 shares; 2025Q2: 5,635 shares; 2025Q3: 5,537 shares; 2025Q4: 11,123 shares; 2026Q1: 28,033 shares 28,033 $1.65M 0.35% +16,910 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: not loaded; 2024Q4: 5,844 shares; 2025Q1: 5,886 shares; 2025Q2: 6,082 shares; 2025Q3: 6,386 shares; 2025Q4: 5,377 shares; 2026Q1: 6,720 shares 6,720 $1.64M 0.34% +1,343 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,050 shares 63,050 $1.55M 0.32% new 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: not loaded; 2024Q4: 493 shares; 2025Q1: 914 shares; 2025Q2: 1,238 shares; 2025Q3: 1,523 shares; 2025Q4: 1,410 shares; 2026Q1: 1,627 shares 1,627 $1.55M 0.32% +217 Timeline JPLD J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 968 shares; 2025Q2: 968 shares; 2025Q3: 968 shares; 2025Q4: 968 shares; 2026Q1: 28,739 shares 28,739 $1.5M 0.31% +27,771 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,765 shares; 2025Q2: 5,635 shares; 2025Q3: 6,139 shares; 2025Q4: 5,666 shares; 2026Q1: 22,857 shares 22,857 $1.49M 0.31% +17,191 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: not loaded; 2024Q4: 5,979 shares; 2025Q1: 8,998 shares; 2025Q2: 9,355 shares; 2025Q3: 9,174 shares; 2025Q4: 5,766 shares; 2026Q1: 9,153 shares 9,153 $1.47M 0.31% +3,387 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: not loaded; 2024Q4: 7,496 shares; 2025Q1: 7,764 shares; 2025Q2: 7,259 shares; 2025Q3: 7,297 shares; 2025Q4: 7,176 shares; 2026Q1: 7,970 shares 7,970 $1.47M 0.31% +794 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,133 shares; 2026Q1: 60,031 shares 60,031 $1.45M 0.3% -102 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,719 shares; 2025Q1: 9,634 shares; 2025Q2: 9,584 shares; 2025Q3: 10,205 shares; 2025Q4: 10,144 shares; 2026Q1: 10,293 shares 10,293 $1.41M 0.29% +149 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,062 shares; 2025Q1: 7,545 shares; 2025Q2: 7,395 shares; 2025Q3: 6,987 shares; 2025Q4: 7,061 shares; 2026Q1: 6,696 shares 6,696 $1.41M 0.29% -365 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,733 shares; 2025Q1: 5,799 shares; 2025Q2: 5,784 shares; 2025Q3: 5,825 shares; 2025Q4: 5,954 shares; 2026Q1: 15,262 shares 15,262 $1.4M 0.29% +9,308 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: not loaded; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 104 shares; 2025Q3: 104 shares; 2025Q4: 2,791 shares; 2026Q1: 14,979 shares 14,979 $1.39M 0.29% +12,188 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 28,292 shares; 2025Q1: 37,038 shares; 2025Q2: 41,248 shares; 2025Q3: 42,513 shares; 2025Q4: 42,483 shares; 2026Q1: 48,429 shares 48,429 $1.37M 0.29% +5,946 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,896 shares; 2025Q1: 1,980 shares; 2025Q2: 1,808 shares; 2025Q3: 1,947 shares; 2025Q4: 2,122 shares; 2026Q1: 12,720 shares 12,720 $1.35M 0.28% +10,598 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,297 shares; 2025Q1: 18,487 shares; 2025Q2: 18,857 shares; 2025Q3: 18,857 shares; 2025Q4: 21,945 shares; 2026Q1: 21,722 shares 21,722 $1.35M 0.28% -223 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,902 shares; 2025Q1: 21,854 shares; 2025Q2: 20,328 shares; 2025Q3: 21,375 shares; 2025Q4: 21,401 shares; 2026Q1: 21,623 shares 21,623 $1.32M 0.28% +222 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,325 shares; 2025Q1: 17,675 shares; 2025Q2: 15,025 shares; 2025Q3: 13,500 shares; 2025Q4: 11,825 shares; 2026Q1: 11,726 shares 11,726 $1.3M 0.27% -99 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: not loaded; 2024Q4: 1,253 shares; 2025Q1: 1,874 shares; 2025Q2: 1,943 shares; 2025Q3: 1,974 shares; 2025Q4: 2,130 shares; 2026Q1: 2,719 shares 2,719 $1.3M 0.27% +589 Timeline TRX TRX GOLD CORPORATION More: the full row for TRX GOLD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 830,000 shares; 2025Q1: 960,000 shares; 2025Q2: 975,000 shares; 2025Q3: 980,000 shares; 2025Q4: 960,000 shares; 2026Q1: 822,000 shares 822,000 $1.26M 0.26% -138,000 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 loaded; 2024Q4: 1,323 shares; 2025Q1: 2,743 shares; 2025Q2: 2,762 shares; 2025Q3: 4,030 shares; 2025Q4: 2,786 shares; 2026Q1: 3,606 shares 3,606 $1.23M 0.26% +820 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: not loaded; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 784 shares; 2025Q3: 706 shares; 2025Q4: 3,522 shares; 2026Q1: 5,674 shares 5,674 $1.22M 0.26% +2,152 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: not loaded; 2024Q4: 3,293 shares; 2025Q1: 4,994 shares; 2025Q2: 5,159 shares; 2025Q3: 3,277 shares; 2025Q4: 4,936 shares; 2026Q1: 6,152 shares 6,152 $1.21M 0.25% +1,216 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 487 shares; 2025Q2: 487 shares; 2025Q3: 1,077 shares; 2025Q4: 7,314 shares; 2026Q1: 51,925 shares 51,925 $1.2M 0.25% +44,611 Timeline JMUB 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,745 shares 23,745 $1.19M 0.25% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,468 shares; 2025Q1: 10,641 shares; 2025Q2: 10,489 shares; 2025Q3: 11,458 shares; 2025Q4: 11,780 shares; 2026Q1: 12,663 shares 12,663 $1.18M 0.25% +883 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,000 shares; 2026Q1: 40,038 shares 40,038 $1.17M 0.24% +23,038 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,598 shares; 2025Q1: 15,773 shares; 2025Q2: 15,223 shares; 2025Q3: 15,223 shares; 2025Q4: 15,083 shares; 2026Q1: 14,783 shares 14,783 $1.17M 0.24% -300 Timeline CVSB 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 loaded; 2024Q4: not reported; 2025Q1: 1,972 shares; 2025Q2: 5,864 shares; 2025Q3: 8,206 shares; 2025Q4: 13,056 shares; 2026Q1: 23,076 shares 23,076 $1.17M 0.24% +10,020 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: not loaded; 2024Q4: 4,485 shares; 2025Q1: 7,283 shares; 2025Q2: 7,864 shares; 2025Q3: 5,324 shares; 2025Q4: 6,071 shares; 2026Q1: 7,999 shares 7,999 $1.15M 0.24% +1,928 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,256 shares; 2025Q1: 7,246 shares; 2025Q2: 7,638 shares; 2025Q3: 7,732 shares; 2025Q4: 15,598 shares; 2026Q1: 14,700 shares 14,700 $1.15M 0.24% -898 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,959 shares; 2025Q1: 26,848 shares; 2025Q2: 27,614 shares; 2025Q3: 28,121 shares; 2025Q4: 26,228 shares; 2026Q1: 25,810 shares 25,810 $1.14M 0.24% -418 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: not loaded; 2024Q4: 1,037 shares; 2025Q1: 1,791 shares; 2025Q2: 2,418 shares; 2025Q3: 2,796 shares; 2025Q4: 2,531 shares; 2026Q1: 2,917 shares 2,917 $1.11M 0.23% +386 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,216 shares; 2025Q2: 12,846 shares; 2025Q3: 17,596 shares; 2025Q4: 17,228 shares; 2026Q1: 18,880 shares 18,880 $1.1M 0.23% +1,652 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 17,600 shares; 2025Q4: 15,900 shares; 2026Q1: 16,193 shares 16,193 $1.1M 0.23% +293 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: not loaded; 2024Q4: not reported; 2025Q1: 721 shares; 2025Q2: 838 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 21,970 shares 21,970 $1.1M 0.23% +21,132 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,526 shares; 2025Q2: 9,190 shares; 2025Q3: 14,703 shares; 2025Q4: 14,512 shares; 2026Q1: 15,861 shares 15,861 $1.08M 0.23% +1,349 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 718 shares; 2025Q1: 1,304 shares; 2025Q2: 1,803 shares; 2025Q3: 1,730 shares; 2025Q4: 1,815 shares; 2026Q1: 1,884 shares 1,884 $1.07M 0.22% +69 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: not loaded; 2024Q4: 1,183 shares; 2025Q1: 3,397 shares; 2025Q2: 3,441 shares; 2025Q3: 3,392 shares; 2025Q4: 1,325 shares; 2026Q1: 1,469 shares 1,469 $1.07M 0.22% +144 Timeline GARP 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 loaded; 2024Q4: not reported; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 16,520 shares 16,520 $1.07M 0.22% +16,508 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: not loaded; 2024Q4: 2,960 shares; 2025Q1: 2,905 shares; 2025Q2: 2,878 shares; 2025Q3: 2,922 shares; 2025Q4: 2,357 shares; 2026Q1: 3,311 shares 3,311 $1.07M 0.22% +954 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 768 shares; 2026Q1: 6,395 shares 6,395 $1.05M 0.22% +5,627 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: not loaded; 2024Q4: not reported; 2025Q1: 85 shares; 2025Q2: 109 shares; 2025Q3: 109 shares; 2025Q4: 2,907 shares; 2026Q1: 21,097 shares 21,097 $1.04M 0.22% +18,190 Timeline FRO FRONTLINE PLC More: the full row for FRONTLINE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,645 shares; 2025Q1: 43,134 shares; 2025Q2: 46,096 shares; 2025Q3: 40,713 shares; 2025Q4: 33,873 shares; 2026Q1: 29,211 shares 29,211 $1.02M 0.21% -4,662 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,339 shares; 2026Q1: 13,341 shares 13,341 $1.02M 0.21% +5,002 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 3,110 shares; 2025Q3: 4,927 shares; 2025Q4: 4,393 shares; 2026Q1: 4,768 shares 4,768 $1.01M 0.21% +375 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,150 shares; 2025Q1: 34,600 shares; 2025Q2: 36,000 shares; 2025Q3: 38,700 shares; 2025Q4: 38,700 shares; 2026Q1: 32,870 shares 32,870 $1.01M 0.21% -5,830 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,451 shares; 2025Q1: 5,345 shares; 2025Q2: 6,107 shares; 2025Q3: 6,796 shares; 2025Q4: 7,127 shares; 2026Q1: 20,058 shares 20,058 $963K 0.2% +12,931 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,413 shares; 2025Q1: 16,208 shares; 2025Q2: 15,504 shares; 2025Q3: 15,405 shares; 2025Q4: 15,354 shares; 2026Q1: 19,026 shares 19,026 $940K 0.2% +3,672 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,319 shares; 2026Q1: 17,586 shares 17,586 $928K 0.19% -2,733 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19,353 shares; 2025Q2: 19,285 shares; 2025Q3: 19,612 shares; 2025Q4: 27,381 shares; 2026Q1: 27,082 shares 27,082 $923K 0.19% -299 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,435 shares; 2025Q1: 1,954 shares; 2025Q2: 1,880 shares; 2025Q3: 1,835 shares; 2025Q4: 1,370 shares; 2026Q1: 1,862 shares 1,862 $915K 0.19% +492 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: not loaded; 2024Q4: 6,297 shares; 2025Q1: 6,731 shares; 2025Q2: 6,802 shares; 2025Q3: 6,950 shares; 2025Q4: 7,280 shares; 2026Q1: 7,947 shares 7,947 $911K 0.19% +667 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: not loaded; 2024Q4: 2,641 shares; 2025Q1: 2,477 shares; 2025Q2: 2,357 shares; 2025Q3: 2,080 shares; 2025Q4: 3,724 shares; 2026Q1: 7,355 shares 7,355 $889K 0.19% +3,631 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 744 shares; 2025Q2: 787 shares; 2025Q3: 796 shares; 2025Q4: 617 shares; 2026Q1: 9,279 shares 9,279 $878K 0.18% +8,662 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: not loaded; 2024Q4: 6,330 shares; 2025Q1: 6,899 shares; 2025Q2: 7,073 shares; 2025Q3: 7,169 shares; 2025Q4: 3,651 shares; 2026Q1: 5,217 shares 5,217 $845K 0.18% +1,566 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 33,100 shares; 2025Q1: 38,300 shares; 2025Q2: 37,900 shares; 2025Q3: 32,900 shares; 2025Q4: 30,150 shares; 2026Q1: 27,450 shares 27,450 $832K 0.17% -2,700 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: not loaded; 2024Q4: not reported; 2025Q1: 320 shares; 2025Q2: 315 shares; 2025Q3: 335 shares; 2025Q4: 228 shares; 2026Q1: 3,809 shares 3,809 $831K 0.17% +3,581 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,885 shares; 2025Q1: 13,396 shares; 2025Q2: 6,520 shares; 2025Q3: 6,189 shares; 2025Q4: 6,907 shares; 2026Q1: 8,226 shares 8,226 $825K 0.17% +1,319 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,100 shares 6,100 $823K 0.17% new 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 loaded; 2024Q4: not reported; 2025Q1: 4,159 shares; 2025Q2: 4,782 shares; 2025Q3: 2,582 shares; 2025Q4: 6,184 shares; 2026Q1: 7,185 shares 7,185 $818K 0.17% +1,001 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21,309 shares; 2025Q2: 21,521 shares; 2025Q3: 21,822 shares; 2025Q4: 23,489 shares; 2026Q1: 25,057 shares 25,057 $802K 0.17% +1,568 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: not loaded; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 854 shares; 2025Q3: 650 shares; 2025Q4: 674 shares; 2026Q1: 1,863 shares 1,863 $801K 0.17% +1,189 Timeline SPHY 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 loaded; 2024Q4: not reported; 2025Q1: 11,591 shares; 2025Q2: 11,646 shares; 2025Q3: 12,743 shares; 2025Q4: 12,110 shares; 2026Q1: 33,982 shares 33,982 $790K 0.16% +21,872 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: not loaded; 2024Q4: 1,906 shares; 2025Q1: 1,737 shares; 2025Q2: 1,764 shares; 2025Q3: 1,752 shares; 2025Q4: 2,209 shares; 2026Q1: 2,567 shares 2,567 $789K 0.16% +358 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,086 shares; 2025Q2: not reported; 2025Q3: 64 shares; 2025Q4: 64 shares; 2026Q1: 32,576 shares 32,576 $788K 0.16% +32,512 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,037 shares; 2025Q2: 2,907 shares; 2025Q3: 3,070 shares; 2025Q4: 5,323 shares; 2026Q1: 14,366 shares 14,366 $779K 0.16% +9,043 Timeline TIP 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 loaded; 2024Q4: not reported; 2025Q1: 277 shares; 2025Q2: 350 shares; 2025Q3: 353 shares; 2025Q4: 5,592 shares; 2026Q1: 6,919 shares 6,919 $764K 0.16% +1,327 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: not loaded; 2024Q4: 3,236 shares; 2025Q1: 3,633 shares; 2025Q2: 3,623 shares; 2025Q3: 3,883 shares; 2025Q4: 2,206 shares; 2026Q1: 2,542 shares 2,542 $759K 0.16% +336 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,707 shares; 2025Q1: 10,098 shares; 2025Q2: 10,137 shares; 2025Q3: 10,419 shares; 2025Q4: 7,017 shares; 2026Q1: 9,763 shares 9,763 $743K 0.16% +2,746 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: not loaded; 2024Q4: 1,359 shares; 2025Q1: 1,032 shares; 2025Q2: 905 shares; 2025Q3: 1,304 shares; 2025Q4: 1,849 shares; 2026Q1: 3,433 shares 3,433 $738K 0.15% +1,584 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,340 shares; 2025Q1: 3,407 shares; 2025Q2: 3,600 shares; 2025Q3: 3,592 shares; 2025Q4: 4,040 shares; 2026Q1: 4,169 shares 4,169 $732K 0.15% +129 Timeline BRK-A 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1 shares 1 $716K 0.15% new Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,797 shares; 2026Q1: 11,138 shares 11,138 $712K 0.15% -659 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 82 shares; 2025Q2: 81 shares; 2025Q3: 98 shares; 2025Q4: 111 shares; 2026Q1: 2,331 shares 2,331 $711K 0.15% +2,220 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,224 shares; 2025Q2: 5,224 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares; 2026Q1: 17,416 shares 17,416 $681K 0.14% +12,694 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,730 shares; 2025Q1: 1,213 shares; 2025Q2: 1,178 shares; 2025Q3: 1,175 shares; 2025Q4: 2,350 shares; 2026Q1: 3,281 shares 3,281 $680K 0.14% +931 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 loaded; 2024Q4: not reported; 2025Q1: 241 shares; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 802 shares; 2026Q1: 1,846 shares 1,846 $679K 0.14% +1,044 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 loaded; 2024Q4: not reported; 2025Q1: 1,277 shares; 2025Q2: 1,840 shares; 2025Q3: 2,975 shares; 2025Q4: 3,453 shares; 2026Q1: 4,633 shares 4,633 $679K 0.14% +1,180 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,929 shares; 2025Q2: 8,996 shares; 2025Q3: 8,022 shares; 2025Q4: 7,967 shares; 2026Q1: 11,893 shares 11,893 $674K 0.14% +3,926 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,937 shares; 2025Q1: 13,750 shares; 2025Q2: 13,765 shares; 2025Q3: 13,780 shares; 2025Q4: 13,791 shares; 2026Q1: 13,803 shares 13,803 $671K 0.14% +12 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 loaded; 2024Q4: not reported; 2025Q1: 1,684 shares; 2025Q2: 2,436 shares; 2025Q3: 2,315 shares; 2025Q4: 2,886 shares; 2026Q1: 13,762 shares 13,762 $661K 0.14% +10,876 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,129 shares; 2025Q1: 6,802 shares; 2025Q2: 6,301 shares; 2025Q3: 6,167 shares; 2025Q4: 6,199 shares; 2026Q1: 6,971 shares 6,971 $661K 0.14% +772 Timeline ESGU 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 loaded; 2024Q4: 96,903 shares; 2025Q1: 75,920 shares; 2025Q2: 3,886 shares; 2025Q3: 3,987 shares; 2025Q4: 3,733 shares; 2026Q1: 4,627 shares 4,627 $659K 0.14% +894 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,826 shares; 2026Q1: 11,879 shares 11,879 $655K 0.14% +2,053 Timeline IEI 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 loaded; 2024Q4: 2,550 shares; 2025Q1: 2,487 shares; 2025Q2: 2,469 shares; 2025Q3: 2,698 shares; 2025Q4: 2,836 shares; 2026Q1: 5,538 shares 5,538 $654K 0.14% +2,702 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 257 shares; 2025Q2: 257 shares; 2025Q3: 257 shares; 2025Q4: 708 shares; 2026Q1: 4,419 shares 4,419 $653K 0.14% +3,711 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,772 shares; 2025Q1: 7,832 shares; 2025Q2: 7,815 shares; 2025Q3: 13,843 shares; 2025Q4: 14,104 shares; 2026Q1: 14,799 shares 14,799 $646K 0.13% +695 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,356 shares; 2025Q2: 15,386 shares; 2025Q3: 13,836 shares; 2025Q4: 12,036 shares; 2026Q1: 8,913 shares 8,913 $644K 0.13% -3,123 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,449 shares; 2025Q1: 6,402 shares; 2025Q2: 6,380 shares; 2025Q3: 5,923 shares; 2025Q4: 6,247 shares; 2026Q1: 15,198 shares 15,198 $640K 0.13% +8,951 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,119 shares 6,119 $639K 0.13% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,074 shares; 2025Q1: 3,560 shares; 2025Q2: 3,683 shares; 2025Q3: 3,461 shares; 2025Q4: 3,770 shares; 2026Q1: 5,069 shares 5,069 $633K 0.13% +1,299 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,505 shares; 2025Q1: 7,017 shares; 2025Q2: 6,410 shares; 2025Q3: 6,909 shares; 2025Q4: 6,702 shares; 2026Q1: 6,800 shares 6,800 $625K 0.13% +98 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,716 shares; 2025Q2: 5,716 shares; 2025Q3: 5,716 shares; 2025Q4: 5,716 shares; 2026Q1: 13,728 shares 13,728 $624K 0.13% +8,012 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 759 shares; 2025Q2: 741 shares; 2025Q3: 705 shares; 2025Q4: 361 shares; 2026Q1: 406 shares 406 $617K 0.13% +45 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: not loaded; 2024Q4: 6,164 shares; 2025Q1: 12,095 shares; 2025Q2: 12,599 shares; 2025Q3: 13,274 shares; 2025Q4: 8,962 shares; 2026Q1: 9,272 shares 9,272 $607K 0.13% +310 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 963 shares; 2025Q2: 1,058 shares; 2025Q3: 1,883 shares; 2025Q4: 1,821 shares; 2026Q1: 2,133 shares 2,133 $602K 0.13% +312 Timeline IQDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,376 shares; 2026Q1: 14,666 shares 14,666 $601K 0.13% -710 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 980 shares; 2026Q1: 1,715 shares 1,715 $593K 0.12% +735 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 748 shares; 2025Q2: 733 shares; 2025Q3: 733 shares; 2025Q4: 733 shares; 2026Q1: 835 shares 835 $590K 0.12% +102 Timeline EUSB 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 loaded; 2024Q4: not reported; 2025Q1: 1,509 shares; 2025Q2: 1,235 shares; 2025Q3: 6,339 shares; 2025Q4: 6,701 shares; 2026Q1: 13,586 shares 13,586 $590K 0.12% +6,885 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: not loaded; 2024Q4: not reported; 2025Q1: 5,971 shares; 2025Q2: 6,705 shares; 2025Q3: 7,384 shares; 2025Q4: 4,075 shares; 2026Q1: 7,540 shares 7,540 $588K 0.12% +3,465 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,075 shares; 2025Q1: 8,075 shares; 2025Q2: 7,575 shares; 2025Q3: 5,575 shares; 2025Q4: 5,575 shares; 2026Q1: 4,675 shares 4,675 $586K 0.12% -900 Timeline DNOW DNOW INC More: the full row for DNOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,000 shares; 2026Q1: 49,100 shares 49,100 $581K 0.12% +30,100 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 527 shares; 2025Q2: 518 shares; 2025Q3: 524 shares; 2025Q4: 651 shares; 2026Q1: 1,634 shares 1,634 $578K 0.12% +983 Timeline EWZ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,900 shares 14,900 $572K 0.12% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,287 shares; 2025Q2: 3,837 shares; 2025Q3: 3,837 shares; 2025Q4: 11,865 shares; 2026Q1: 22,115 shares 22,115 $571K 0.12% +10,250 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: not loaded; 2024Q4: 610 shares; 2025Q1: 650 shares; 2025Q2: 639 shares; 2025Q3: 674 shares; 2025Q4: 375 shares; 2026Q1: 569 shares 569 $567K 0.12% +194 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 loaded; 2024Q4: 1,822 shares; 2025Q1: 1,635 shares; 2025Q2: 1,604 shares; 2025Q3: 1,356 shares; 2025Q4: 876 shares; 2026Q1: 910 shares 910 $562K 0.12% +34 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,700 shares; 2025Q1: 6,750 shares; 2025Q2: 7,250 shares; 2025Q3: 7,300 shares; 2025Q4: 7,325 shares; 2026Q1: 14,531 shares 14,531 $561K 0.12% +7,206 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,415 shares; 2025Q2: 7,926 shares; 2025Q3: 10,020 shares; 2025Q4: 9,912 shares; 2026Q1: 11,192 shares 11,192 $560K 0.12% +1,280 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: not loaded; 2024Q4: 1,378 shares; 2025Q1: 893 shares; 2025Q2: 993 shares; 2025Q3: 1,030 shares; 2025Q4: 1,117 shares; 2026Q1: 1,677 shares 1,677 $553K 0.12% +560 Timeline CENX CENTURY ALUM CO More: the full row for CENTURY ALUM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,050 shares; 2026Q1: 8,700 shares 8,700 $553K 0.12% -350 Timeline EMLC 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 loaded; 2024Q4: 30,012 shares; 2025Q1: 27,212 shares; 2025Q2: 23,012 shares; 2025Q3: 14,012 shares; 2025Q4: 13,824 shares; 2026Q1: 21,987 shares 21,987 $552K 0.12% +8,163 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,415 shares; 2025Q1: 13,955 shares; 2025Q2: 12,952 shares; 2025Q3: 13,089 shares; 2025Q4: 12,744 shares; 2026Q1: 12,031 shares 12,031 $552K 0.12% -713 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: not loaded; 2024Q4: not reported; 2025Q1: 18,778 shares; 2025Q2: 3,112 shares; 2025Q3: 3,254 shares; 2025Q4: 3,312 shares; 2026Q1: 5,956 shares 5,956 $544K 0.11% +2,644 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,419 shares; 2025Q1: 6,428 shares; 2025Q2: 6,498 shares; 2025Q3: 7,307 shares; 2025Q4: 6,749 shares; 2026Q1: 6,767 shares 6,767 $528K 0.11% +18 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 205 shares; 2025Q3: 240 shares; 2025Q4: 335 shares; 2026Q1: 1,420 shares 1,420 $528K 0.11% +1,085 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 445 shares; 2025Q3: 363 shares; 2025Q4: 335 shares; 2026Q1: 10,160 shares 10,160 $527K 0.11% +9,825 Timeline XOP 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 loaded; 2024Q4: 2,605 shares; 2025Q1: 2,646 shares; 2025Q2: 2,647 shares; 2025Q3: 2,648 shares; 2025Q4: 2,999 shares; 2026Q1: 3,000 shares 3,000 $525K 0.11% +1 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: not loaded; 2024Q4: not reported; 2025Q1: 21,744 shares; 2025Q2: 53 shares; 2025Q3: 53 shares; 2025Q4: not reported; 2026Q1: 10,336 shares 10,336 $521K 0.11% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,119 shares; 2025Q1: 2,119 shares; 2025Q2: 1,995 shares; 2025Q3: 2,101 shares; 2025Q4: 997 shares; 2026Q1: 2,107 shares 2,107 $512K 0.11% +1,110 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,417 shares; 2025Q2: 1,686 shares; 2025Q3: 1,673 shares; 2025Q4: 2,046 shares; 2026Q1: 29,177 shares 29,177 $499K 0.1% +27,131 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,323 shares; 2025Q2: 5,042 shares; 2025Q3: 4,809 shares; 2025Q4: 4,586 shares; 2026Q1: 5,191 shares 5,191 $494K 0.1% +605 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,507 shares; 2025Q1: 10,107 shares; 2025Q2: 10,107 shares; 2025Q3: 10,107 shares; 2025Q4: 10,932 shares; 2026Q1: 10,782 shares 10,782 $492K 0.1% -150 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 472 shares; 2026Q1: 3,255 shares 3,255 $492K 0.1% +2,783 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,175 shares; 2025Q1: 6,175 shares; 2025Q2: 5,175 shares; 2025Q3: 5,175 shares; 2025Q4: 5,175 shares; 2026Q1: 5,175 shares 5,175 $491K 0.1% 0 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 558 shares; 2025Q4: 2,160 shares; 2026Q1: 1,857 shares 1,857 $491K 0.1% -303 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 20,500 shares; 2025Q2: 20,500 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,650 shares 32,650 $479K 0.1% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,173 shares; 2025Q1: 1,117 shares; 2025Q2: 1,090 shares; 2025Q3: 1,100 shares; 2025Q4: 686 shares; 2026Q1: 966 shares 966 $477K 0.1% +280 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 14,385 shares; 2025Q2: 13,910 shares; 2025Q3: 12,975 shares; 2025Q4: 852 shares; 2026Q1: 1,891 shares 1,891 $475K 0.1% +1,039 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,950 shares; 2025Q1: 2,600 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 2,100 shares; 2026Q1: 1,850 shares 1,850 $473K 0.1% -250 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,539 shares; 2025Q1: 7,750 shares; 2025Q2: 7,654 shares; 2025Q3: 6,298 shares; 2025Q4: 3,799 shares; 2026Q1: 3,701 shares 3,701 $473K 0.1% -98 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,069 shares 15,069 $468K 0.1% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 51 shares; 2025Q2: 66 shares; 2025Q3: 149 shares; 2025Q4: 170 shares; 2026Q1: 521 shares 521 $466K 0.1% +351 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 117 shares; 2025Q3: 185 shares; 2025Q4: 325 shares; 2026Q1: 5,198 shares 5,198 $466K 0.1% +4,873 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,409 shares; 2025Q1: 3,918 shares; 2025Q2: 4,149 shares; 2025Q3: 4,489 shares; 2025Q4: 2,753 shares; 2026Q1: 2,704 shares 2,704 $465K 0.1% -49 Timeline TDV 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,929 shares; 2026Q1: 5,424 shares 5,424 $463K 0.1% +495 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 869 shares; 2025Q2: 312 shares; 2025Q3: 332 shares; 2025Q4: 517 shares; 2026Q1: 1,568 shares 1,568 $459K 0.1% +1,051 Timeline JMST 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 loaded; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 876 shares; 2025Q3: 886 shares; 2025Q4: 43 shares; 2026Q1: 8,930 shares 8,930 $455K 0.09% +8,887 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 loaded; 2024Q4: not reported; 2025Q1: 26 shares; 2025Q2: 5 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 4,814 shares 4,814 $454K 0.09% +4,788 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,500 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares 18,600 $453K 0.09% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,565 shares; 2025Q2: 2,664 shares; 2025Q3: 2,723 shares; 2025Q4: 2,720 shares; 2026Q1: 2,901 shares 2,901 $450K 0.09% +181 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,410 shares; 2025Q2: 5,879 shares; 2025Q3: 6,559 shares; 2025Q4: 6,424 shares; 2026Q1: 7,655 shares 7,655 $450K 0.09% +1,231 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,565 shares; 2025Q4: 3,796 shares; 2026Q1: 8,660 shares 8,660 $448K 0.09% +4,864 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 88 shares; 2025Q2: 508 shares; 2025Q3: 792 shares; 2025Q4: 906 shares; 2026Q1: 2,125 shares 2,125 $447K 0.09% +1,219 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $446K 0.09% 0 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,708 shares 17,708 $443K 0.09% new Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 965 shares; 2025Q2: 815 shares; 2025Q3: 1,425 shares; 2025Q4: 1,615 shares; 2026Q1: 2,562 shares 2,562 $443K 0.09% +947 Timeline CORN TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,150 shares 24,150 $439K 0.09% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 18,412 shares; 2025Q2: 18,897 shares; 2025Q3: 19,201 shares; 2025Q4: 20,211 shares; 2026Q1: 20,781 shares 20,781 $439K 0.09% +570 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,020 shares; 2025Q2: 864 shares; 2025Q3: 724 shares; 2025Q4: 724 shares; 2026Q1: 10,559 shares 10,559 $438K 0.09% +9,835 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,455 shares; 2025Q2: 4,456 shares; 2025Q3: 18,289 shares; 2025Q4: 19,203 shares; 2026Q1: 20,556 shares 20,556 $430K 0.09% +1,353 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,125 shares; 2025Q2: 1,421 shares; 2025Q3: 1,352 shares; 2025Q4: 1,250 shares; 2026Q1: 2,959 shares 2,959 $430K 0.09% +1,709 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,663 shares; 2025Q2: 2,785 shares; 2025Q3: 3,377 shares; 2025Q4: 3,386 shares; 2026Q1: 2,748 shares 2,748 $429K 0.09% -638 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,939 shares; 2025Q2: 5,339 shares; 2025Q3: 16,518 shares; 2025Q4: 16,518 shares; 2026Q1: 7,692 shares 7,692 $428K 0.09% -8,826 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,500 shares; 2025Q3: 11,500 shares; 2025Q4: 11,500 shares; 2026Q1: 10,091 shares 10,091 $426K 0.09% -1,409 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: not loaded; 2024Q4: 1,150 shares; 2025Q1: 2,190 shares; 2025Q2: 2,347 shares; 2025Q3: 2,363 shares; 2025Q4: 1,806 shares; 2026Q1: 1,923 shares 1,923 $424K 0.09% +117 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 15,550 shares; 2026Q1: 22,050 shares 22,050 $423K 0.09% +6,500 Timeline DHT DHT HOLDINGS INC More: the full row for DHT HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,100 shares; 2025Q1: 38,900 shares; 2025Q2: 39,100 shares; 2025Q3: 24,100 shares; 2025Q4: 26,000 shares; 2026Q1: 23,300 shares 23,300 $422K 0.09% -2,700 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 loaded; 2024Q4: not reported; 2025Q1: 608 shares; 2025Q2: 16,664 shares; 2025Q3: 18,702 shares; 2025Q4: 21,863 shares; 2026Q1: 16,883 shares 16,883 $420K 0.09% -4,980 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: not loaded; 2024Q4: not reported; 2025Q1: 1,738 shares; 2025Q2: 1,824 shares; 2025Q3: 1,876 shares; 2025Q4: 2,397 shares; 2026Q1: 3,248 shares 3,248 $413K 0.09% +851 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,178 shares; 2026Q1: 2,052 shares 2,052 $412K 0.09% -1,126 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,392 shares; 2025Q1: 12,442 shares; 2025Q2: 11,344 shares; 2025Q3: 11,358 shares; 2025Q4: 10,994 shares; 2026Q1: 11,218 shares 11,218 $411K 0.09% +224 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 loaded; 2024Q4: not reported; 2025Q1: 2,769 shares; 2025Q2: 2,846 shares; 2025Q3: 2,745 shares; 2025Q4: 2,732 shares; 2026Q1: 2,983 shares 2,983 $408K 0.09% +251 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 906 shares; 2025Q1: 2,076 shares; 2025Q2: 2,137 shares; 2025Q3: 2,196 shares; 2025Q4: 1,234 shares; 2026Q1: 1,716 shares 1,716 $405K 0.08% +482 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: not loaded; 2024Q4: 1,389 shares; 2025Q1: 765 shares; 2025Q2: 716 shares; 2025Q3: 949 shares; 2025Q4: 1,342 shares; 2026Q1: 2,611 shares 2,611 $404K 0.08% +1,269 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 519 shares; 2025Q2: 1,914 shares; 2025Q3: 1,772 shares; 2025Q4: 2,371 shares; 2026Q1: 8,302 shares 8,302 $391K 0.08% +5,931 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,484 shares; 2025Q2: 4,176 shares; 2025Q3: 7,988 shares; 2025Q4: 7,332 shares; 2026Q1: 8,204 shares 8,204 $387K 0.08% +872 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,468 shares; 2025Q2: 7,299 shares; 2025Q3: 7,431 shares; 2025Q4: 10,437 shares; 2026Q1: 10,319 shares 10,319 $386K 0.08% -118 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,442 shares; 2025Q2: 4,447 shares; 2025Q3: 17,460 shares; 2025Q4: 17,080 shares; 2026Q1: 17,856 shares 17,856 $385K 0.08% +776 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,479 shares; 2025Q2: 5,889 shares; 2025Q3: 6,040 shares; 2025Q4: 6,065 shares; 2026Q1: 6,595 shares 6,595 $382K 0.08% +530 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,688 shares; 2025Q2: 1,298 shares; 2025Q3: 1,495 shares; 2025Q4: 1,279 shares; 2026Q1: 2,424 shares 2,424 $381K 0.08% +1,145 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 959 shares; 2025Q1: 981 shares; 2025Q2: 1,169 shares; 2025Q3: 1,257 shares; 2025Q4: 1,228 shares; 2026Q1: 1,667 shares 1,667 $380K 0.08% +439 Timeline IQSI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,917 shares; 2025Q4: 8,457 shares; 2026Q1: 10,485 shares 10,485 $375K 0.08% +2,028 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,490 shares; 2025Q1: 3,530 shares; 2025Q2: 3,899 shares; 2025Q3: 2,881 shares; 2025Q4: 3,125 shares; 2026Q1: 3,259 shares 3,259 $371K 0.08% +134 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,503 shares; 2025Q2: 1,566 shares; 2025Q3: 1,762 shares; 2025Q4: 934 shares; 2026Q1: 1,015 shares 1,015 $371K 0.08% +81 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 370 shares; 2025Q2: 354 shares; 2025Q3: 426 shares; 2025Q4: 610 shares; 2026Q1: 2,544 shares 2,544 $370K 0.08% +1,934 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,823 shares; 2025Q2: 1,823 shares; 2025Q3: 1,823 shares; 2025Q4: 1,823 shares; 2026Q1: 10,691 shares 10,691 $368K 0.08% +8,868 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: not loaded; 2024Q4: 8,784 shares; 2025Q1: 9,322 shares; 2025Q2: 11,733 shares; 2025Q3: 13,534 shares; 2025Q4: 13,749 shares; 2026Q1: 12,889 shares 12,889 $368K 0.08% -860 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,578 shares; 2025Q2: 5,692 shares; 2025Q3: 5,822 shares; 2025Q4: 5,711 shares; 2026Q1: 5,894 shares 5,894 $368K 0.08% +183 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,365 shares; 2025Q1: 3,543 shares; 2025Q2: 4,092 shares; 2025Q3: 2,888 shares; 2025Q4: 3,275 shares; 2026Q1: 4,424 shares 4,424 $364K 0.08% +1,149 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 541 shares; 2026Q1: 1,198 shares 1,198 $357K 0.07% +657 Timeline STEX STREAMEX CORP More: the full row for STREAMEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 300,130 shares; 2025Q4: 301,530 shares; 2026Q1: 321,030 shares 321,030 $356K 0.07% +19,500 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: 682 shares; 2025Q3: 690 shares; 2025Q4: 423 shares; 2026Q1: 7,112 shares 7,112 $355K 0.07% +6,689 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,103 shares; 2025Q2: 3,281 shares; 2025Q3: 3,150 shares; 2025Q4: 3,162 shares; 2026Q1: 3,697 shares 3,697 $353K 0.07% +535 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: not loaded; 2024Q4: not reported; 2025Q1: 1,889 shares; 2025Q2: 2,523 shares; 2025Q3: 3,762 shares; 2025Q4: 6,050 shares; 2026Q1: 7,121 shares 7,121 $351K 0.07% +1,071 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,775 shares; 2025Q1: 1,750 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,425 shares 1,425 $349K 0.07% -25 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,897 shares; 2025Q2: 2,044 shares; 2025Q3: 2,086 shares; 2025Q4: 2,193 shares; 2026Q1: 4,025 shares 4,025 $346K 0.07% +1,832 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 loaded; 2024Q4: not reported; 2025Q1: 2,911 shares; 2025Q2: 2,950 shares; 2025Q3: 6,820 shares; 2025Q4: 6,875 shares; 2026Q1: 7,745 shares 7,745 $341K 0.07% +870 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,837 shares; 2025Q1: 872 shares; 2025Q2: 528 shares; 2025Q3: 502 shares; 2025Q4: 503 shares; 2026Q1: 487 shares 487 $339K 0.07% -16 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,300 shares; 2025Q2: 1,250 shares; 2025Q3: 1,246 shares; 2025Q4: 1,586 shares; 2026Q1: 11,552 shares 11,552 $339K 0.07% +9,966 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,259 shares; 2025Q2: 1,549 shares; 2025Q3: 1,634 shares; 2025Q4: 1,066 shares; 2026Q1: 1,464 shares 1,464 $338K 0.07% +398 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 883 shares; 2025Q1: 610 shares; 2025Q2: 1,567 shares; 2025Q3: 1,682 shares; 2025Q4: 1,448 shares; 2026Q1: 1,804 shares 1,804 $336K 0.07% +356 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,801 shares; 2025Q2: 3,808 shares; 2025Q3: 5,017 shares; 2025Q4: 5,130 shares; 2026Q1: 12,513 shares 12,513 $332K 0.07% +7,383 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26 shares; 2025Q3: 221 shares; 2025Q4: 1,162 shares; 2026Q1: 3,467 shares 3,467 $331K 0.07% +2,305 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,868 shares; 2025Q1: 1,498 shares; 2025Q2: 1,292 shares; 2025Q3: 1,304 shares; 2025Q4: 1,365 shares; 2026Q1: 2,521 shares 2,521 $330K 0.07% +1,156 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,000 shares; 2025Q3: not reported; 2025Q4: 11,000 shares; 2026Q1: 9,500 shares 9,500 $330K 0.07% -1,500 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 734 shares; 2025Q2: 712 shares; 2025Q3: 704 shares; 2025Q4: 637 shares; 2026Q1: 1,140 shares 1,140 $329K 0.07% +503 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,561 shares; 2025Q2: 4,567 shares; 2025Q3: 14,703 shares; 2025Q4: 13,991 shares; 2026Q1: 15,766 shares 15,766 $327K 0.07% +1,775 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,808 shares; 2025Q1: 2,193 shares; 2025Q2: 2,794 shares; 2025Q3: 2,245 shares; 2025Q4: 2,165 shares; 2026Q1: 1,712 shares 1,712 $326K 0.07% -453 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 loaded; 2024Q4: not reported; 2025Q1: 514 shares; 2025Q2: 498 shares; 2025Q3: 433 shares; 2025Q4: 415 shares; 2026Q1: 1,468 shares 1,468 $326K 0.07% +1,053 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,119 shares; 2025Q2: 5,008 shares; 2025Q3: 4,875 shares; 2025Q4: 5,023 shares; 2026Q1: 5,380 shares 5,380 $326K 0.07% +357 Timeline TS TENARIS S A More: the full row for TENARIS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,341 shares; 2025Q2: 5,505 shares; 2025Q3: 5,539 shares; 2025Q4: 5,649 shares; 2026Q1: 5,615 shares 5,615 $325K 0.07% -34 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,500 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,000 shares; 2026Q1: 6,000 shares 6,000 $322K 0.07% +1,000 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,729 shares; 2025Q1: 2,336 shares; 2025Q2: 2,021 shares; 2025Q3: 2,021 shares; 2025Q4: 2,033 shares; 2026Q1: 2,039 shares 2,039 $321K 0.07% +6 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,747 shares; 2025Q2: 1,747 shares; 2025Q3: 1,747 shares; 2025Q4: 1,747 shares; 2026Q1: 8,102 shares 8,102 $320K 0.07% +6,355 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,002 shares; 2025Q2: 2,084 shares; 2025Q3: 2,369 shares; 2025Q4: 2,377 shares; 2026Q1: 2,808 shares 2,808 $319K 0.07% +431 Timeline SPGP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,943 shares 2,943 $318K 0.07% new Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,425 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,775 shares; 2026Q1: 4,275 shares 4,275 $317K 0.07% -500 Timeline IPI INTREPID POTASH INC More: the full row for INTREPID POTASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,500 shares 7,500 $316K 0.07% new Timeline REET 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,501 shares; 2026Q1: 12,393 shares 12,393 $315K 0.07% -108 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 98 shares; 2025Q2: 549 shares; 2025Q3: 1,058 shares; 2025Q4: 3,581 shares; 2026Q1: 4,347 shares 4,347 $312K 0.07% +766 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: not loaded; 2024Q4: 901 shares; 2025Q1: 604 shares; 2025Q2: 576 shares; 2025Q3: 635 shares; 2025Q4: 697 shares; 2026Q1: 879 shares 879 $311K 0.06% +182 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,324 shares; 2025Q1: 5,291 shares; 2025Q2: 5,267 shares; 2025Q3: 4,940 shares; 2025Q4: 5,227 shares; 2026Q1: 5,848 shares 5,848 $310K 0.06% +621 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,681 shares; 2025Q1: 27,191 shares; 2025Q2: 23,297 shares; 2025Q3: 22,608 shares; 2025Q4: 18,390 shares; 2026Q1: 13,503 shares 13,503 $308K 0.06% -4,887 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,544 shares; 2025Q2: 1,395 shares; 2025Q3: 1,322 shares; 2025Q4: 1,257 shares; 2026Q1: 1,707 shares 1,707 $308K 0.06% +450 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 451 shares; 2025Q1: 424 shares; 2025Q2: 413 shares; 2025Q3: 416 shares; 2025Q4: 316 shares; 2026Q1: 686 shares 686 $301K 0.06% +370 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,970 shares; 2025Q2: 1,820 shares; 2025Q3: 2,142 shares; 2025Q4: 1,155 shares; 2026Q1: 2,605 shares 2,605 $300K 0.06% +1,450 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: not loaded; 2024Q4: 944 shares; 2025Q1: 1,713 shares; 2025Q2: 1,865 shares; 2025Q3: 1,901 shares; 2025Q4: 790 shares; 2026Q1: 1,469 shares 1,469 $300K 0.06% +679 Timeline VNOM VIPER ENERGY INC More: the full row for VIPER ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,600 shares 6,600 $300K 0.06% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,500 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,521 shares; 2026Q1: 5,027 shares 5,027 $299K 0.06% -494 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 13,500 shares; 2025Q2: 25,000 shares; 2025Q3: 22,050 shares; 2025Q4: 10,400 shares; 2026Q1: 8,900 shares 8,900 $299K 0.06% -1,500 Timeline LRGE LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,907 shares; 2025Q1: 3,834 shares; 2025Q2: 3,239 shares; 2025Q3: 3,865 shares; 2025Q4: 3,918 shares; 2026Q1: 3,949 shares 3,949 $299K 0.06% +31 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: not loaded; 2024Q4: not reported; 2025Q1: 1,029 shares; 2025Q2: 1,628 shares; 2025Q3: 2,390 shares; 2025Q4: 2,809 shares; 2026Q1: 3,207 shares 3,207 $297K 0.06% +398 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 loaded; 2024Q4: not reported; 2025Q1: 3,650 shares; 2025Q2: 3,400 shares; 2025Q3: 3,492 shares; 2025Q4: 3,150 shares; 2026Q1: 3,095 shares 3,095 $297K 0.06% -55 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,773 shares; 2025Q2: 1,778 shares; 2025Q3: 5,537 shares; 2025Q4: 5,585 shares; 2026Q1: 5,920 shares 5,920 $295K 0.06% +335 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: not loaded; 2024Q4: not reported; 2025Q1: 4,395 shares; 2025Q2: 4,422 shares; 2025Q3: 4,449 shares; 2025Q4: 4,449 shares; 2026Q1: 9,602 shares 9,602 $293K 0.06% +5,153 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 462 shares; 2025Q2: 478 shares; 2025Q3: 473 shares; 2025Q4: 550 shares; 2026Q1: 912 shares 912 $292K 0.06% +362 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 loaded; 2024Q4: not reported; 2025Q1: 289 shares; 2025Q2: 282 shares; 2025Q3: 282 shares; 2025Q4: 282 shares; 2026Q1: 1,162 shares 1,162 $290K 0.06% +880 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: not loaded; 2024Q4: not reported; 2025Q1: 275 shares; 2025Q2: 491 shares; 2025Q3: 484 shares; 2025Q4: 1,034 shares; 2026Q1: 2,831 shares 2,831 $290K 0.06% +1,797 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: not loaded; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 743 shares; 2025Q3: 944 shares; 2025Q4: 788 shares; 2026Q1: 1,798 shares 1,798 $289K 0.06% +1,010 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 24,000 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 24,000 shares; 2025Q4: 24,000 shares; 2026Q1: 21,500 shares 21,500 $289K 0.06% -2,500 Timeline FTGS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,616 shares; 2025Q2: 2,634 shares; 2025Q3: 6,372 shares; 2025Q4: 6,058 shares; 2026Q1: 8,416 shares 8,416 $288K 0.06% +2,358 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 806 shares; 2025Q2: 1,640 shares; 2025Q3: 2,856 shares; 2025Q4: 3,390 shares; 2026Q1: 4,148 shares 4,148 $286K 0.06% +758 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,000 shares; 2025Q1: 19,972 shares; 2025Q2: 17,972 shares; 2025Q3: 17,972 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $285K 0.06% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 324 shares 324 $283K 0.06% +169 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: not loaded; 2024Q4: not reported; 2025Q1: 807 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 969 shares; 2026Q1: 1,005 shares 1,005 $281K 0.06% +36 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: not loaded; 2024Q4: 12,538 shares; 2025Q1: 15,715 shares; 2025Q2: 16,196 shares; 2025Q3: 16,600 shares; 2025Q4: 4,735 shares; 2026Q1: 4,579 shares 4,579 $280K 0.06% -156 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: not loaded; 2024Q4: 1,769 shares; 2025Q1: 1,616 shares; 2025Q2: 1,714 shares; 2025Q3: 1,607 shares; 2025Q4: 754 shares; 2026Q1: 566 shares 566 $280K 0.06% -188 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 4,994 shares; 2025Q4: 4,433 shares; 2026Q1: 3,868 shares 3,868 $280K 0.06% -565 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 1,804 shares; 2025Q3: 2,504 shares; 2025Q4: 2,409 shares; 2026Q1: 2,966 shares 2,966 $279K 0.06% +557 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,382 shares; 2025Q1: 892 shares; 2025Q2: 521 shares; 2025Q3: 757 shares; 2025Q4: 738 shares; 2026Q1: 2,970 shares 2,970 $279K 0.06% +2,232 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,008 shares; 2025Q1: 608 shares; 2025Q2: 609 shares; 2025Q3: 570 shares; 2025Q4: 706 shares; 2026Q1: 999 shares 999 $274K 0.06% +293 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 287 shares; 2025Q4: 334 shares; 2026Q1: 8,023 shares 8,023 $273K 0.06% +7,689 Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $273K 0.06% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,323 shares; 2025Q1: 15,585 shares; 2025Q2: 10,737 shares; 2025Q3: 10,737 shares; 2025Q4: 10,737 shares; 2026Q1: 10,737 shares 10,737 $272K 0.06% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,073 shares; 2025Q1: 2,245 shares; 2025Q2: 2,245 shares; 2025Q3: 2,224 shares; 2025Q4: 2,202 shares; 2026Q1: 2,211 shares 2,211 $271K 0.06% +9 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: not loaded; 2024Q4: not reported; 2025Q1: 216 shares; 2025Q2: 246 shares; 2025Q3: 282 shares; 2025Q4: 386 shares; 2026Q1: 459 shares 459 $268K 0.06% +73 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,227 shares; 2025Q1: 1,239 shares; 2025Q2: 1,247 shares; 2025Q3: 1,299 shares; 2025Q4: 1,317 shares; 2026Q1: 1,320 shares 1,320 $268K 0.06% +3 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 111 shares; 2025Q2: 170 shares; 2025Q3: 141 shares; 2025Q4: 3,530 shares; 2026Q1: 5,243 shares 5,243 $266K 0.06% +1,713 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,148 shares; 2025Q1: 2,052 shares; 2025Q2: 1,830 shares; 2025Q3: 1,830 shares; 2025Q4: 1,830 shares; 2026Q1: 2,167 shares 2,167 $265K 0.06% +337 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: not loaded; 2024Q4: not reported; 2025Q1: 2,039 shares; 2025Q2: 2,560 shares; 2025Q3: 2,633 shares; 2025Q4: 3,064 shares; 2026Q1: 4,286 shares 4,286 $265K 0.06% +1,222 Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,888 shares; 2025Q2: 7,979 shares; 2025Q3: 7,938 shares; 2025Q4: 7,873 shares; 2026Q1: 8,725 shares 8,725 $263K 0.06% +852 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: not loaded; 2024Q4: not reported; 2025Q1: 537 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 827 shares; 2026Q1: 1,964 shares 1,964 $260K 0.05% +1,137 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10,715 shares; 2025Q2: 10,705 shares; 2025Q3: 10,808 shares; 2025Q4: 11,798 shares; 2026Q1: 12,921 shares 12,921 $259K 0.05% +1,123 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11 shares; 2025Q3: 28 shares; 2025Q4: 48 shares; 2026Q1: 2,047 shares 2,047 $259K 0.05% +1,999 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,456 shares; 2025Q2: 2,547 shares; 2025Q3: 2,549 shares; 2025Q4: 2,590 shares; 2026Q1: 2,675 shares 2,675 $257K 0.05% +85 Timeline ESGD 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 loaded; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: 1,753 shares; 2025Q3: 2,123 shares; 2025Q4: 2,073 shares; 2026Q1: 2,646 shares 2,646 $257K 0.05% +573 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,637 shares; 2025Q1: 4,459 shares; 2025Q2: 5,866 shares; 2025Q3: 7,610 shares; 2025Q4: 2,051 shares; 2026Q1: 2,177 shares 2,177 $255K 0.05% +126 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 796 shares; 2025Q2: 845 shares; 2025Q3: 823 shares; 2025Q4: 834 shares; 2026Q1: 863 shares 863 $255K 0.05% +29 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,931 shares; 2025Q1: 5,162 shares; 2025Q2: 5,240 shares; 2025Q3: 5,249 shares; 2025Q4: 5,317 shares; 2026Q1: 5,422 shares 5,422 $254K 0.05% +105 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,850 shares; 2025Q3: 5,750 shares; 2025Q4: 4,901 shares; 2026Q1: 5,227 shares 5,227 $253K 0.05% +326 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,577 shares; 2025Q2: 7,289 shares; 2025Q3: 7,053 shares; 2025Q4: 8,056 shares; 2026Q1: 9,016 shares 9,016 $253K 0.05% +960 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,993 shares; 2025Q4: 4,657 shares; 2026Q1: 4,710 shares 4,710 $252K 0.05% +53 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,895 shares; 2025Q2: 2,783 shares; 2025Q3: 3,122 shares; 2025Q4: 2,824 shares; 2026Q1: 3,460 shares 3,460 $251K 0.05% +636 Timeline HYMB 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 loaded; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 32 shares; 2025Q3: 32 shares; 2025Q4: 32 shares; 2026Q1: 10,050 shares 10,050 $250K 0.05% +10,018 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,153 shares; 2025Q2: 1,973 shares; 2025Q3: 1,973 shares; 2025Q4: 2,397 shares; 2026Q1: 3,037 shares 3,037 $247K 0.05% +640 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,319 shares; 2025Q2: 2,819 shares; 2025Q3: 4,716 shares; 2025Q4: 4,716 shares; 2026Q1: 7,248 shares 7,248 $246K 0.05% +2,532 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,056 shares; 2025Q1: 2,133 shares; 2025Q2: 2,127 shares; 2025Q3: 2,295 shares; 2025Q4: 2,298 shares; 2026Q1: 2,447 shares 2,447 $245K 0.05% +149 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 336 shares; 2025Q3: 594 shares; 2025Q4: 1,819 shares; 2026Q1: 2,748 shares 2,748 $245K 0.05% +929 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,422 shares 3,422 $245K 0.05% new Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,000 shares; 2025Q1: 40,000 shares; 2025Q2: not reported; 2025Q3: 19,300 shares; 2025Q4: 13,800 shares; 2026Q1: 13,500 shares 13,500 $242K 0.05% -300 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,416 shares; 2025Q2: 1,409 shares; 2025Q3: 2,629 shares; 2025Q4: 2,449 shares; 2026Q1: 2,710 shares 2,710 $240K 0.05% +261 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,904 shares; 2025Q2: 2,355 shares; 2025Q3: 2,355 shares; 2025Q4: 2,355 shares; 2026Q1: 3,369 shares 3,369 $238K 0.05% +1,014 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,408 shares; 2025Q2: 3,476 shares; 2025Q3: 3,490 shares; 2025Q4: 3,571 shares; 2026Q1: 3,885 shares 3,885 $238K 0.05% +314 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 170 shares; 2025Q2: 520 shares; 2025Q3: 526 shares; 2025Q4: 526 shares; 2026Q1: 1,121 shares 1,121 $238K 0.05% +595 Timeline HYD 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 loaded; 2024Q4: not reported; 2025Q1: 1,275 shares; 2025Q2: 1,275 shares; 2025Q3: 1,293 shares; 2025Q4: 1,332 shares; 2026Q1: 4,716 shares 4,716 $238K 0.05% +3,384 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 loaded; 2024Q4: 2,032 shares; 2025Q1: 1,924 shares; 2025Q2: 1,934 shares; 2025Q3: 1,892 shares; 2025Q4: 883 shares; 2026Q1: 881 shares 881 $237K 0.05% -2 Timeline PWZ 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 loaded; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: not reported; 2025Q4: 9,893 shares; 2026Q1: 9,893 shares 9,893 $237K 0.05% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,500 shares 21,500 $237K 0.05% new Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 12,500 shares; 2025Q2: 15,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,010 shares 10,010 $237K 0.05% +10 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,981 shares; 2025Q1: 1,892 shares; 2025Q2: 1,845 shares; 2025Q3: 1,851 shares; 2025Q4: 1,896 shares; 2026Q1: 1,999 shares 1,999 $235K 0.05% +103 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,147 shares; 2025Q2: 1,440 shares; 2025Q3: 1,448 shares; 2025Q4: 599 shares; 2026Q1: 1,206 shares 1,206 $235K 0.05% +607 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,306 shares 6,306 $233K 0.05% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 200 shares; 2025Q2: 222 shares; 2025Q3: 222 shares; 2025Q4: 900 shares; 2026Q1: 1,339 shares 1,339 $233K 0.05% +439 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,554 shares; 2025Q2: 1,567 shares; 2025Q3: 1,502 shares; 2025Q4: 1,541 shares; 2026Q1: 1,595 shares 1,595 $232K 0.05% +54 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,892 shares; 2025Q1: 3,970 shares; 2025Q2: 4,030 shares; 2025Q3: 3,897 shares; 2025Q4: 3,317 shares; 2026Q1: 2,639 shares 2,639 $231K 0.05% -678 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 loaded; 2024Q4: 4,205 shares; 2025Q1: 4,205 shares; 2025Q2: 4,205 shares; 2025Q3: 4,205 shares; 2025Q4: 4,205 shares; 2026Q1: 4,355 shares 4,355 $231K 0.05% +150 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 loaded; 2024Q4: not reported; 2025Q1: 307 shares; 2025Q2: 314 shares; 2025Q3: 416 shares; 2025Q4: 400 shares; 2026Q1: 2,020 shares 2,020 $231K 0.05% +1,620 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 232 shares; 2025Q2: 232 shares; 2025Q3: 251 shares; 2025Q4: 188 shares; 2026Q1: 3,503 shares 3,503 $230K 0.05% +3,315 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 367 shares; 2025Q2: 872 shares; 2025Q3: 997 shares; 2025Q4: 993 shares; 2026Q1: 2,338 shares 2,338 $229K 0.05% +1,345 Timeline ESGE 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 loaded; 2024Q4: not reported; 2025Q1: 2,756 shares; 2025Q2: 2,492 shares; 2025Q3: 2,492 shares; 2025Q4: 2,941 shares; 2026Q1: 4,970 shares 4,970 $228K 0.05% +2,029 Timeline FMF FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,992 shares; 2025Q2: 1,992 shares; 2025Q3: 4,089 shares; 2025Q4: 3,791 shares; 2026Q1: 4,476 shares 4,476 $227K 0.05% +685 Timeline SUB 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 loaded; 2024Q4: not reported; 2025Q1: 1,155 shares; 2025Q2: 1,168 shares; 2025Q3: 1,177 shares; 2025Q4: 365 shares; 2026Q1: 2,127 shares 2,127 $226K 0.05% +1,762 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 loaded; 2024Q4: 2,511 shares; 2025Q1: 672 shares; 2025Q2: 818 shares; 2025Q3: 825 shares; 2025Q4: 926 shares; 2026Q1: 1,601 shares 1,601 $225K 0.05% +675 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,440 shares 4,440 $224K 0.05% new Timeline BGRN 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,968 shares; 2025Q4: 2,074 shares; 2026Q1: 4,691 shares 4,691 $222K 0.05% +2,617 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 317 shares; 2025Q4: 262 shares; 2026Q1: 512 shares 512 $219K 0.05% +250 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,091 shares; 2025Q4: 755 shares; 2026Q1: 755 shares 755 $219K 0.05% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,036 shares; 2025Q2: 1,154 shares; 2025Q3: 1,224 shares; 2025Q4: 1,567 shares; 2026Q1: 2,305 shares 2,305 $217K 0.05% +738 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: not reported; 2026Q1: 1,218 shares 1,218 $217K 0.05% new Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 9,587 shares 9,587 $217K 0.05% +9,556 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 666 shares; 2025Q2: 704 shares; 2025Q3: 757 shares; 2025Q4: 807 shares; 2026Q1: 1,024 shares 1,024 $217K 0.05% +217 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,732 shares; 2025Q1: 5,125 shares; 2025Q2: 4,242 shares; 2025Q3: 4,093 shares; 2025Q4: 4,156 shares; 2026Q1: 2,225 shares 2,225 $215K 0.04% -1,931 Timeline ISTB 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 loaded; 2024Q4: not reported; 2025Q1: 1,382 shares; 2025Q2: 643 shares; 2025Q3: 696 shares; 2025Q4: 986 shares; 2026Q1: 4,442 shares 4,442 $215K 0.04% +3,456 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 2,909 shares 2,909 $214K 0.04% +2,809 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 58 shares; 2025Q3: 57 shares; 2025Q4: 60 shares; 2026Q1: 2,149 shares 2,149 $213K 0.04% +2,089 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 831 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 938 shares; 2026Q1: 1,470 shares 1,470 $212K 0.04% +532 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 19 shares; 2025Q2: 60 shares; 2025Q3: 85 shares; 2025Q4: 132 shares; 2026Q1: 246 shares 246 $212K 0.04% +114 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,939 shares 4,939 $209K 0.04% new Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 625 shares; 2025Q4: not reported; 2026Q1: 4,223 shares 4,223 $209K 0.04% new Timeline JOE ST JOE CO More: the full row for ST JOE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 16,625 shares; 2025Q2: 17,225 shares; 2025Q3: 16,725 shares; 2025Q4: 14,025 shares; 2026Q1: 3,225 shares 3,225 $208K 0.04% -10,800 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 230 shares; 2025Q2: 184 shares; 2025Q3: 214 shares; 2025Q4: 276 shares; 2026Q1: 698 shares 698 $207K 0.04% +422 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,225 shares; 2025Q4: 20,600 shares; 2026Q1: 40,500 shares 40,500 $207K 0.04% +19,900 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 8,034 shares; 2025Q2: 8,260 shares; 2025Q3: 8,345 shares; 2025Q4: 5,530 shares; 2026Q1: 5,877 shares 5,877 $204K 0.04% +347 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,740 shares; 2025Q2: 6,354 shares; 2025Q3: 6,459 shares; 2025Q4: 6,475 shares; 2026Q1: 7,349 shares 7,349 $202K 0.04% +874 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 497 shares; 2025Q2: 497 shares; 2025Q3: 1,108 shares; 2025Q4: 1,094 shares; 2026Q1: 2,621 shares 2,621 $202K 0.04% +1,527 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,761 shares; 2025Q2: 5,761 shares; 2025Q3: 7,377 shares; 2025Q4: 7,377 shares; 2026Q1: 7,455 shares 7,455 $202K 0.04% +78 Timeline FSIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,638 shares; 2025Q2: 3,647 shares; 2025Q3: 10,480 shares; 2025Q4: 10,625 shares; 2026Q1: 10,630 shares 10,630 $201K 0.04% +5 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: not loaded; 2024Q4: not reported; 2025Q1: 201 shares; 2025Q2: 157 shares; 2025Q3: 161 shares; 2025Q4: 123 shares; 2026Q1: 147 shares 147 $200K 0.04% +24 Timeline IQSM NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,259 shares; 2025Q4: 3,186 shares; 2026Q1: 5,667 shares 5,667 $198K 0.04% +2,481 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,473 shares; 2025Q1: 2,361 shares; 2025Q2: 2,190 shares; 2025Q3: 2,311 shares; 2025Q4: 2,419 shares; 2026Q1: 2,434 shares 2,434 $198K 0.04% +15 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,358 shares; 2025Q2: 1,359 shares; 2025Q3: 1,850 shares; 2025Q4: 1,809 shares; 2026Q1: 2,130 shares 2,130 $196K 0.04% +321 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,461 shares 1,461 $196K 0.04% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,087 shares; 2025Q2: 1,087 shares; 2025Q3: 1,087 shares; 2025Q4: 1,151 shares; 2026Q1: 1,168 shares 1,168 $195K 0.04% +17 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,650 shares; 2025Q1: 8,750 shares; 2025Q2: 3,450 shares; 2025Q3: 3,450 shares; 2025Q4: 2,903 shares; 2026Q1: 2,605 shares 2,605 $194K 0.04% -298 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 835 shares; 2025Q2: 862 shares; 2025Q3: 871 shares; 2025Q4: 901 shares; 2026Q1: 1,336 shares 1,336 $194K 0.04% +435 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,656 shares; 2025Q2: 4,775 shares; 2025Q3: 5,188 shares; 2025Q4: 3,637 shares; 2026Q1: 3,960 shares 3,960 $194K 0.04% +323 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 963 shares; 2025Q1: 1,875 shares; 2025Q2: 2,103 shares; 2025Q3: 2,100 shares; 2025Q4: 1,160 shares; 2026Q1: 779 shares 779 $189K 0.04% -381 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26 shares; 2026Q1: 1,560 shares 1,560 $188K 0.04% +1,534 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 271 shares; 2025Q2: 271 shares; 2025Q3: 271 shares; 2025Q4: 565 shares; 2026Q1: 648 shares 648 $186K 0.04% +83 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,334 shares 2,334 $186K 0.04% new Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,142 shares 1,142 $185K 0.04% new Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,047 shares; 2025Q2: 1,047 shares; 2025Q3: 1,047 shares; 2025Q4: 1,047 shares; 2026Q1: 4,381 shares 4,381 $185K 0.04% +3,334 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: not loaded; 2024Q4: not reported; 2025Q1: 18 shares; 2025Q2: not reported; 2025Q3: 18 shares; 2025Q4: 28 shares; 2026Q1: 1,426 shares 1,426 $184K 0.04% +1,398 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 916 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 916 shares; 2026Q1: 5,342 shares 5,342 $182K 0.04% +4,426 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 943 shares; 2025Q2: 1,000 shares; 2025Q3: 989 shares; 2025Q4: 754 shares; 2026Q1: 854 shares 854 $181K 0.04% +100 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 732 shares; 2025Q1: 399 shares; 2025Q2: 420 shares; 2025Q3: 503 shares; 2025Q4: 495 shares; 2026Q1: 645 shares 645 $181K 0.04% +150 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11 shares; 2025Q4: 42 shares; 2026Q1: 1,629 shares 1,629 $180K 0.04% +1,587 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: not loaded; 2024Q4: not reported; 2025Q1: 518 shares; 2025Q2: 564 shares; 2025Q3: 503 shares; 2025Q4: 520 shares; 2026Q1: 1,483 shares 1,483 $179K 0.04% +963 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 50 shares; 2025Q2: 84 shares; 2025Q3: 75 shares; 2025Q4: 272 shares; 2026Q1: 538 shares 538 $176K 0.04% +266 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 956 shares; 2025Q3: 971 shares; 2025Q4: 1,059 shares; 2026Q1: 2,058 shares 2,058 $176K 0.04% +999 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41 shares; 2025Q3: 150 shares; 2025Q4: 177 shares; 2026Q1: 446 shares 446 $175K 0.04% +269 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,105 shares; 2025Q1: 468 shares; 2025Q2: 465 shares; 2025Q3: 485 shares; 2025Q4: 530 shares; 2026Q1: 947 shares 947 $175K 0.04% +417 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,727 shares; 2025Q2: 7,881 shares; 2025Q3: 7,892 shares; 2025Q4: 7,240 shares; 2026Q1: 5,216 shares 5,216 $174K 0.04% -2,024 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 318 shares; 2025Q2: 4,662 shares; 2025Q3: 4,664 shares; 2025Q4: 4,629 shares; 2026Q1: 4,594 shares 4,594 $173K 0.04% -35 Timeline INSM INSMED INC More: the full row for INSMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 130 shares; 2025Q3: 302 shares; 2025Q4: 1,028 shares; 2026Q1: 1,033 shares 1,033 $170K 0.04% +5 Timeline TFLO 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 loaded; 2024Q4: not reported; 2025Q1: 1,550 shares; 2025Q2: 1,561 shares; 2025Q3: 195 shares; 2025Q4: 389 shares; 2026Q1: 3,369 shares 3,369 $170K 0.04% +2,980 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,138 shares; 2025Q1: 2,035 shares; 2025Q2: 1,949 shares; 2025Q3: 1,885 shares; 2025Q4: 1,057 shares; 2026Q1: 1,075 shares 1,075 $170K 0.04% +18 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 532 shares; 2025Q1: 498 shares; 2025Q2: 502 shares; 2025Q3: 496 shares; 2025Q4: 313 shares; 2026Q1: 299 shares 299 $169K 0.04% -14 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 559 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 673 shares; 2026Q1: 927 shares 927 $168K 0.04% +254 Timeline IQSU NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,243 shares 3,243 $168K 0.04% new Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,209 shares; 2025Q2: 2,209 shares; 2025Q3: 4,887 shares; 2025Q4: 4,345 shares; 2026Q1: 4,987 shares 4,987 $168K 0.04% +642 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 505 shares; 2025Q2: 550 shares; 2025Q3: 544 shares; 2025Q4: 572 shares; 2026Q1: 614 shares 614 $168K 0.04% +42 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 loaded; 2024Q4: not reported; 2025Q1: 2,379 shares; 2025Q2: 2,593 shares; 2025Q3: 2,942 shares; 2025Q4: 2,967 shares; 2026Q1: 1,341 shares 1,341 $167K 0.03% -1,626 Timeline SEIM SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,601 shares 3,601 $167K 0.03% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,005 shares 5,005 $167K 0.03% new Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,004 shares; 2025Q2: 4,532 shares; 2025Q3: 4,532 shares; 2025Q4: 4,386 shares; 2026Q1: 4,502 shares 4,502 $166K 0.03% +116 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 219 shares; 2025Q2: 308 shares; 2025Q3: 423 shares; 2025Q4: 451 shares; 2026Q1: 502 shares 502 $165K 0.03% +51 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 945 shares; 2025Q2: 780 shares; 2025Q3: 791 shares; 2025Q4: 1,147 shares; 2026Q1: 1,177 shares 1,177 $165K 0.03% +30 Timeline SEIV SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,933 shares 3,933 $164K 0.03% new Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 3,263 shares 3,263 $161K 0.03% +1,763 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: not loaded; 2024Q4: not reported; 2025Q1: 264 shares; 2025Q2: 268 shares; 2025Q3: 323 shares; 2025Q4: 386 shares; 2026Q1: 873 shares 873 $161K 0.03% +487 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 4 shares; 2026Q1: 47 shares 47 $161K 0.03% +43 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,211 shares; 2025Q1: 2,248 shares; 2025Q2: 2,249 shares; 2025Q3: 2,254 shares; 2025Q4: 521 shares; 2026Q1: 820 shares 820 $161K 0.03% +299 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 196 shares; 2025Q2: 304 shares; 2025Q3: 312 shares; 2025Q4: 269 shares; 2026Q1: 346 shares 346 $161K 0.03% +77 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,077 shares; 2025Q3: 1,091 shares; 2025Q4: 1,150 shares; 2026Q1: 1,425 shares 1,425 $159K 0.03% +275 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,379 shares; 2025Q2: 3,349 shares; 2025Q3: 3,206 shares; 2025Q4: 4,946 shares; 2026Q1: 4,793 shares 4,793 $158K 0.03% -153 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 350 shares; 2025Q2: 350 shares; 2025Q3: 350 shares; 2025Q4: 378 shares; 2026Q1: 750 shares 750 $158K 0.03% +372 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,484 shares; 2025Q2: 1,695 shares; 2025Q3: 1,546 shares; 2025Q4: 1,324 shares; 2026Q1: 1,958 shares 1,958 $158K 0.03% +634 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43 shares; 2026Q1: 1,690 shares 1,690 $157K 0.03% +1,647 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 641 shares; 2026Q1: 2,088 shares 2,088 $157K 0.03% +1,447 Timeline USXF 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 loaded; 2024Q4: not reported; 2025Q1: 2,389 shares; 2025Q2: 1,898 shares; 2025Q3: 1,898 shares; 2025Q4: 1,898 shares; 2026Q1: 2,809 shares 2,809 $156K 0.03% +911 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 846 shares; 2025Q2: 1,983 shares; 2025Q3: 1,983 shares; 2025Q4: 3,270 shares; 2026Q1: 3,098 shares 3,098 $156K 0.03% -172 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,176 shares 2,176 $155K 0.03% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 319 shares; 2025Q3: 364 shares; 2025Q4: 151 shares; 2026Q1: 289 shares 289 $155K 0.03% +138 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,917 shares; 2025Q2: 248 shares; 2025Q3: 248 shares; 2025Q4: 611 shares; 2026Q1: 735 shares 735 $154K 0.03% +124 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 295 shares; 2025Q2: 1,460 shares; 2025Q3: 1,471 shares; 2025Q4: 1,577 shares; 2026Q1: 1,665 shares 1,665 $153K 0.03% +88 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,428 shares; 2025Q1: 1,246 shares; 2025Q2: 1,179 shares; 2025Q3: 1,143 shares; 2025Q4: 552 shares; 2026Q1: 356 shares 356 $151K 0.03% -196 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 41,786 shares; 2025Q2: 42,611 shares; 2025Q3: 45,555 shares; 2025Q4: 2,490 shares; 2026Q1: 2,973 shares 2,973 $150K 0.03% +483 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,694 shares; 2025Q1: 8,658 shares; 2025Q2: 7,851 shares; 2025Q3: 6,551 shares; 2025Q4: 4,725 shares; 2026Q1: 4,406 shares 4,406 $149K 0.03% -319 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,210 shares; 2026Q1: 1,215 shares 1,215 $149K 0.03% +5 Timeline SUSB 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 loaded; 2024Q4: not reported; 2025Q1: 95 shares; 2025Q2: not reported; 2025Q3: 2,474 shares; 2025Q4: 2,629 shares; 2026Q1: 5,953 shares 5,953 $149K 0.03% +3,324 Timeline CWB 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 loaded; 2024Q4: not reported; 2025Q1: 11 shares; 2025Q2: 838 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,597 shares 1,597 $148K 0.03% +593 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $148K 0.03% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 31 shares; 2026Q1: 745 shares 745 $147K 0.03% +714 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 loaded; 2024Q4: not reported; 2025Q1: 6,587 shares; 2025Q2: 6,614 shares; 2025Q3: 4,637 shares; 2025Q4: 610 shares; 2026Q1: 1,033 shares 1,033 $147K 0.03% +423 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 276 shares; 2026Q1: 1,335 shares 1,335 $147K 0.03% +1,059 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 loaded; 2024Q4: not reported; 2025Q1: 571 shares; 2025Q2: 592 shares; 2025Q3: 817 shares; 2025Q4: 878 shares; 2026Q1: 1,698 shares 1,698 $146K 0.03% +820 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: not loaded; 2024Q4: 2,850 shares; 2025Q1: 3,187 shares; 2025Q2: 3,179 shares; 2025Q3: 3,575 shares; 2025Q4: 696 shares; 2026Q1: 764 shares 764 $146K 0.03% +68 Timeline FCAL 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 loaded; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: not reported; 2025Q4: 2,971 shares; 2026Q1: 2,971 shares 2,971 $146K 0.03% 0 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,777 shares; 2025Q1: 10,054 shares; 2025Q2: 7,147 shares; 2025Q3: 7,537 shares; 2025Q4: 7,384 shares; 2026Q1: 6,562 shares 6,562 $145K 0.03% -822 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,224 shares; 2025Q2: 6,530 shares; 2025Q3: 6,488 shares; 2025Q4: 6,550 shares; 2026Q1: 6,654 shares 6,654 $145K 0.03% +104 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 113 shares; 2025Q3: 113 shares; 2025Q4: 278 shares; 2026Q1: 691 shares 691 $144K 0.03% +413 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 158 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 1,300 shares 1,300 $144K 0.03% +1,091 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 2,133 shares 2,133 $142K 0.03% +1,018 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,058 shares; 2026Q1: 2,360 shares 2,360 $142K 0.03% +302 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 68 shares; 2025Q3: 90 shares; 2025Q4: 111 shares; 2026Q1: 192 shares 192 $141K 0.03% +81 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 339 shares; 2025Q2: 363 shares; 2025Q3: 365 shares; 2025Q4: 1,784 shares; 2026Q1: 1,786 shares 1,786 $141K 0.03% +2 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 965 shares; 2026Q1: 2,514 shares 2,514 $141K 0.03% +1,549 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 70 shares; 2026Q1: 361 shares 361 $140K 0.03% +291 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,983 shares; 2025Q4: 1,986 shares; 2026Q1: 1,498 shares 1,498 $140K 0.03% -488 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 565 shares; 2025Q2: 565 shares; 2025Q3: 565 shares; 2025Q4: 583 shares; 2026Q1: 635 shares 635 $140K 0.03% +52 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: not loaded; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 800 shares; 2025Q3: 600 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $139K 0.03% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 21 shares; 2025Q2: 34 shares; 2025Q3: 54 shares; 2025Q4: 69 shares; 2026Q1: 562 shares 562 $138K 0.03% +493 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 loaded; 2024Q4: not reported; 2025Q1: 108 shares; 2025Q2: 167 shares; 2025Q3: 244 shares; 2025Q4: 269 shares; 2026Q1: 1,266 shares 1,266 $138K 0.03% +997 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,223 shares; 2025Q1: 2,972 shares; 2025Q2: 2,955 shares; 2025Q3: 2,871 shares; 2025Q4: 1,447 shares; 2026Q1: 1,120 shares 1,120 $137K 0.03% -327 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 42 shares; 2025Q2: 448 shares; 2025Q3: 474 shares; 2025Q4: 2,237 shares; 2026Q1: 2,403 shares 2,403 $137K 0.03% +166 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50 shares; 2025Q3: 98 shares; 2025Q4: 120 shares; 2026Q1: 421 shares 421 $137K 0.03% +301 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,392 shares; 2025Q2: 1,372 shares; 2025Q3: 1,441 shares; 2025Q4: 1,563 shares; 2026Q1: 1,699 shares 1,699 $135K 0.03% +136 Timeline EZU 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 loaded; 2024Q4: not reported; 2025Q1: 387 shares; 2025Q2: 387 shares; 2025Q3: 387 shares; 2025Q4: 1,247 shares; 2026Q1: 2,127 shares 2,127 $135K 0.03% +880 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: not loaded; 2024Q4: 764 shares; 2025Q1: 593 shares; 2025Q2: 644 shares; 2025Q3: 746 shares; 2025Q4: 415 shares; 2026Q1: 504 shares 504 $135K 0.03% +89 Timeline QUIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,867 shares; 2026Q1: 4,870 shares 4,870 $134K 0.03% +3 Timeline ACWV 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,107 shares 1,107 $132K 0.03% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,175 shares; 2025Q2: 1,196 shares; 2025Q3: 1,263 shares; 2025Q4: 1,612 shares; 2026Q1: 1,731 shares 1,731 $130K 0.03% +119 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 153 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 177 shares; 2026Q1: 235 shares 235 $129K 0.03% +58 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,334 shares; 2025Q2: 1,345 shares; 2025Q3: 1,351 shares; 2025Q4: 1,378 shares; 2026Q1: 1,436 shares 1,436 $129K 0.03% +58 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,691 shares 1,691 $128K 0.03% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,721 shares; 2025Q2: 2,868 shares; 2025Q3: 2,963 shares; 2025Q4: 3,090 shares; 2026Q1: 3,364 shares 3,364 $128K 0.03% +274 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 629 shares; 2025Q2: 656 shares; 2025Q3: 642 shares; 2025Q4: 670 shares; 2026Q1: 710 shares 710 $127K 0.03% +40 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 23 shares; 2025Q4: 199 shares; 2026Q1: 222 shares 222 $127K 0.03% +23 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 123 shares; 2025Q2: 1,925 shares; 2025Q3: 1,856 shares; 2025Q4: 1,318 shares; 2026Q1: 1,370 shares 1,370 $126K 0.03% +52 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 10,065 shares 10,065 $125K 0.03% +10,045 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,441 shares; 2025Q2: 1,072 shares; 2025Q3: 1,089 shares; 2025Q4: 1,189 shares; 2026Q1: 1,280 shares 1,280 $125K 0.03% +91 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,689 shares; 2025Q4: 7,186 shares; 2026Q1: 4,084 shares 4,084 $124K 0.03% -3,102 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,201 shares; 2026Q1: 2,346 shares 2,346 $124K 0.03% -1,855 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 95 shares; 2026Q1: 498 shares 498 $123K 0.03% +403 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,716 shares; 2025Q2: 2,700 shares; 2025Q3: 2,724 shares; 2025Q4: 3,291 shares; 2026Q1: 3,311 shares 3,311 $123K 0.03% +20 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 36 shares; 2025Q2: 157 shares; 2025Q3: 168 shares; 2025Q4: 874 shares; 2026Q1: 1,329 shares 1,329 $123K 0.03% +455 Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,291 shares; 2026Q1: 7,291 shares 7,291 $122K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 238 shares; 2025Q2: 373 shares; 2025Q3: 367 shares; 2025Q4: 367 shares; 2026Q1: 1,738 shares 1,738 $122K 0.03% +1,371 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,750 shares; 2025Q4: 2,941 shares; 2026Q1: 364 shares 364 $122K 0.03% -2,577 Timeline CIB GRUPO CIBEST SA More: the full row for GRUPO CIBEST SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,657 shares 1,657 $121K 0.03% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 25 shares; 2025Q2: 96 shares; 2025Q3: 122 shares; 2025Q4: 1,430 shares; 2026Q1: 2,301 shares 2,301 $121K 0.03% +871 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,697 shares; 2025Q2: 1,772 shares; 2025Q3: 1,772 shares; 2025Q4: 3,012 shares; 2026Q1: 3,141 shares 3,141 $121K 0.03% +129 Timeline FTLS 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 loaded; 2024Q4: not reported; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 693 shares; 2025Q4: 869 shares; 2026Q1: 1,692 shares 1,692 $119K 0.02% +823 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 614 shares; 2025Q2: 722 shares; 2025Q3: 698 shares; 2025Q4: 302 shares; 2026Q1: 368 shares 368 $119K 0.02% +66 Timeline DAPP 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $119K 0.02% new Timeline IWO 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 373 shares 373 $118K 0.02% +364 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23 shares; 2025Q4: 50 shares; 2026Q1: 379 shares 379 $117K 0.02% +329 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 loaded; 2024Q4: not reported; 2025Q1: 918 shares; 2025Q2: 922 shares; 2025Q3: 1,667 shares; 2025Q4: 447 shares; 2026Q1: 1,336 shares 1,336 $117K 0.02% +889 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 194 shares; 2025Q3: 213 shares; 2025Q4: 286 shares; 2026Q1: 978 shares 978 $116K 0.02% +692 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,241 shares 1,241 $115K 0.02% new 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: not loaded; 2024Q4: 2,457 shares; 2025Q1: 476 shares; 2025Q2: 248 shares; 2025Q3: 252 shares; 2025Q4: 275 shares; 2026Q1: 441 shares 441 $115K 0.02% +166 Timeline