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: 9,339 shares; 2024Q4: 4,625 shares; 2025Q1: 4,524 shares; 2025Q2: 6,190 shares; 2025Q3: 6,163 shares; 2025Q4: 401,558 shares; 2026Q1: 421,814 shares 421,814 $33.4M 3.02% +20,256 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,838 shares; 2024Q4: 31,954 shares; 2025Q1: 50,585 shares; 2025Q2: 64,062 shares; 2025Q3: 67,655 shares; 2025Q4: 116,756 shares; 2026Q1: 125,410 shares 125,410 $26.5M 2.39% +8,654 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: 3,788 shares; 2024Q4: 19,687 shares; 2025Q1: 19,264 shares; 2025Q2: 19,057 shares; 2025Q3: 18,238 shares; 2025Q4: 39,988 shares; 2026Q1: 41,110 shares 41,110 $26.2M 2.36% +1,122 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: 56,213 shares; 2024Q4: 49,934 shares; 2025Q1: 45,583 shares; 2025Q2: 24,648 shares; 2025Q3: 24,824 shares; 2025Q4: 29,103 shares; 2026Q1: 33,510 shares 33,510 $21.9M 1.98% +4,407 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: 8,686 shares; 2024Q4: 79,208 shares; 2025Q1: 111,294 shares; 2025Q2: 203,205 shares; 2025Q3: 211,186 shares; 2025Q4: 281,935 shares; 2026Q1: 296,472 shares 296,472 $20.7M 1.87% +14,537 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: 221,386 shares; 2024Q4: 229,180 shares; 2025Q1: 246,004 shares; 2025Q2: 239,073 shares; 2025Q3: 250,099 shares; 2025Q4: 307,234 shares; 2026Q1: 335,528 shares 335,528 $19.5M 1.76% +28,294 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: 1,980 shares; 2024Q4: 136,874 shares; 2025Q1: 149,882 shares; 2025Q2: 127,522 shares; 2025Q3: 133,463 shares; 2025Q4: 145,691 shares; 2026Q1: 159,011 shares 159,011 $18M 1.63% +13,320 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 777,682 shares; 2026Q1: 698,473 shares 698,473 $17.5M 1.58% -79,209 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: 9,899 shares; 2024Q4: 47,742 shares; 2025Q1: 49,725 shares; 2025Q2: 50,284 shares; 2025Q3: 49,507 shares; 2025Q4: 48,589 shares; 2026Q1: 48,945 shares 48,945 $15.7M 1.42% +356 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: 26,655 shares; 2024Q4: 87,389 shares; 2025Q1: 100,641 shares; 2025Q2: 113,578 shares; 2025Q3: 119,311 shares; 2025Q4: 136,710 shares; 2026Q1: 157,233 shares 157,233 $15.6M 1.41% +20,523 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 828,719 shares; 2026Q1: 718,871 shares 718,871 $14.7M 1.33% -109,848 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: 6,774 shares; 2024Q4: 204,975 shares; 2025Q1: 149,682 shares; 2025Q2: 248,942 shares; 2025Q3: 256,857 shares; 2025Q4: 176,612 shares; 2026Q1: 189,695 shares 189,695 $14.1M 1.27% +13,083 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,426 shares; 2025Q2: 19,970 shares; 2025Q3: 21,847 shares; 2025Q4: 38,684 shares; 2026Q1: 43,167 shares 43,167 $13.7M 1.24% +4,483 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,403 shares; 2024Q4: 149,673 shares; 2025Q1: 250,197 shares; 2025Q2: 239,959 shares; 2025Q3: 274,769 shares; 2025Q4: 370,693 shares; 2026Q1: 372,737 shares 372,737 $13.2M 1.19% +2,044 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: 25,029 shares; 2024Q4: 25,772 shares; 2025Q1: 27,351 shares; 2025Q2: 27,905 shares; 2025Q3: 29,367 shares; 2025Q4: 35,785 shares; 2026Q1: 51,298 shares 51,298 $13M 1.18% +15,513 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: 14,052 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 169,712 shares; 2026Q1: 175,498 shares 175,498 $12.3M 1.11% +5,786 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,893 shares; 2024Q4: 7,692 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,913 shares; 2026Q1: 128,808 shares 128,808 $12.2M 1.1% +1,895 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: 2,057 shares; 2024Q4: 91,723 shares; 2025Q1: 96,470 shares; 2025Q2: 100,110 shares; 2025Q3: 105,931 shares; 2025Q4: 117,783 shares; 2026Q1: 128,119 shares 128,119 $12.2M 1.1% +10,336 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 78,127 shares; 2026Q1: 75,755 shares 75,755 $12M 1.08% -2,372 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: 49,357 shares; 2024Q4: 59,059 shares; 2025Q1: 68,960 shares; 2025Q2: 71,340 shares; 2025Q3: 74,517 shares; 2025Q4: 89,192 shares; 2026Q1: 109,138 shares 109,138 $11.9M 1.08% +19,946 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,327 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 287,143 shares; 2026Q1: 277,049 shares 277,049 $11.8M 1.07% -10,094 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,268 shares; 2025Q3: 3,268 shares; 2025Q4: 118,049 shares; 2026Q1: 122,747 shares 122,747 $10.9M 0.98% +4,698 Timeline DFIV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 200,559 shares; 2026Q1: 203,030 shares 203,030 $10.7M 0.97% +2,471 Timeline FLXR 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238,726 shares; 2026Q1: 269,643 shares 269,643 $10.6M 0.96% +30,917 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,032 shares; 2025Q3: 83,163 shares; 2025Q4: 196,910 shares; 2026Q1: 209,138 shares 209,138 $10.5M 0.95% +12,228 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 113,345 shares; 2026Q1: 124,579 shares 124,579 $10.4M 0.94% +11,234 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,725 shares; 2024Q4: 61,899 shares; 2025Q1: 74,506 shares; 2025Q2: 77,452 shares; 2025Q3: 82,714 shares; 2025Q4: 100,880 shares; 2026Q1: 107,496 shares 107,496 $10.3M 0.93% +6,616 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 291,506 shares; 2026Q1: 294,457 shares 294,457 $9.97M 0.9% +2,951 Timeline DFIS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 282,037 shares; 2026Q1: 287,946 shares 287,946 $9.7M 0.88% +5,909 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 101,920 shares; 2026Q1: 106,321 shares 106,321 $9.34M 0.84% +4,401 Timeline DSMC ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 242,891 shares; 2026Q1: 246,950 shares 246,950 $9.24M 0.84% +4,059 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: 10,059 shares; 2024Q4: 10,051 shares; 2025Q1: 10,423 shares; 2025Q2: 11,024 shares; 2025Q3: 11,074 shares; 2025Q4: 14,321 shares; 2026Q1: 30,698 shares 30,698 $9.03M 0.82% +16,377 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,406 shares; 2026Q1: 154,618 shares 154,618 $8.95M 0.81% +5,212 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,936 shares; 2026Q1: 95,236 shares 95,236 $8.83M 0.8% +3,300 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: 1,170 shares; 2024Q4: 65,615 shares; 2025Q1: 85,487 shares; 2025Q2: 89,655 shares; 2025Q3: 91,788 shares; 2025Q4: 41,585 shares; 2026Q1: 45,266 shares 45,266 $8.68M 0.78% +3,681 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: 4,915 shares; 2024Q4: 110,379 shares; 2025Q1: 112,918 shares; 2025Q2: 121,143 shares; 2025Q3: 127,538 shares; 2025Q4: 135,515 shares; 2026Q1: 132,652 shares 132,652 $8.5M 0.77% -2,863 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: 19,485 shares; 2024Q4: 20,598 shares; 2025Q1: 22,266 shares; 2025Q2: 20,974 shares; 2025Q3: 24,178 shares; 2025Q4: 31,967 shares; 2026Q1: 48,652 shares 48,652 $8.48M 0.77% +16,685 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: 15,549 shares; 2024Q4: 15,788 shares; 2025Q1: 15,981 shares; 2025Q2: 16,082 shares; 2025Q3: 20,933 shares; 2025Q4: 24,379 shares; 2026Q1: 38,836 shares 38,836 $8.45M 0.76% +14,457 Timeline VUSB 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,892 shares; 2025Q4: 188,217 shares; 2026Q1: 163,434 shares 163,434 $8.14M 0.74% -24,783 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: 6,484 shares; 2024Q4: 6,692 shares; 2025Q1: 7,471 shares; 2025Q2: 8,673 shares; 2025Q3: 9,680 shares; 2025Q4: 13,582 shares; 2026Q1: 21,652 shares 21,652 $8.01M 0.72% +8,070 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,096 shares; 2026Q1: 157,732 shares 157,732 $7.98M 0.72% +118,636 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,379 shares; 2025Q3: 93,694 shares; 2025Q4: 212,014 shares; 2026Q1: 238,252 shares 238,252 $7.85M 0.71% +26,238 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,102 shares; 2025Q2: 16,512 shares; 2025Q3: 17,195 shares; 2025Q4: 29,267 shares; 2026Q1: 32,146 shares 32,146 $7.71M 0.7% +2,879 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 170,763 shares; 2025Q3: 178,311 shares; 2025Q4: 185,776 shares; 2026Q1: 208,392 shares 208,392 $7.55M 0.68% +22,616 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 181,603 shares; 2026Q1: 176,212 shares 176,212 $7.53M 0.68% -5,391 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 151,311 shares; 2026Q1: 171,259 shares 171,259 $7.39M 0.67% +19,948 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: 75,650 shares; 2024Q4: 25,921 shares; 2025Q1: 26,340 shares; 2025Q2: 26,146 shares; 2025Q3: 25,011 shares; 2025Q4: 105,425 shares; 2026Q1: 107,574 shares 107,574 $7.26M 0.66% +2,149 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: 4,609 shares; 2024Q4: 4,377 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,192 shares; 2026Q1: 36,633 shares 36,633 $7.19M 0.65% +7,441 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: 11,030 shares; 2024Q4: 283,169 shares; 2025Q1: 197,451 shares; 2025Q2: 180,299 shares; 2025Q3: 185,426 shares; 2025Q4: 143,507 shares; 2026Q1: 154,204 shares 154,204 $7.12M 0.64% +10,697 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,973 shares; 2025Q2: 8,961 shares; 2025Q3: not reported; 2025Q4: 199,762 shares; 2026Q1: 196,438 shares 196,438 $6.96M 0.63% -3,324 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: 33,579 shares; 2024Q4: 76,289 shares; 2025Q1: 71,860 shares; 2025Q2: 71,108 shares; 2025Q3: 73,595 shares; 2025Q4: 79,640 shares; 2026Q1: 73,018 shares 73,018 $6.61M 0.6% -6,622 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: 16,441 shares; 2024Q4: 1,216 shares; 2025Q1: 1,297 shares; 2025Q2: 1,282 shares; 2025Q3: 1,393 shares; 2025Q4: 12,534 shares; 2026Q1: 13,227 shares 13,227 $6.61M 0.6% +693 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: 33,369 shares; 2024Q4: 6,514 shares; 2025Q1: 7,171 shares; 2025Q2: 7,913 shares; 2025Q3: 8,505 shares; 2025Q4: 18,787 shares; 2026Q1: 22,904 shares 22,904 $6.59M 0.6% +4,117 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: 22,219 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,766 shares; 2025Q3: 23,744 shares; 2025Q4: 157,546 shares; 2026Q1: 195,960 shares 195,960 $6.57M 0.59% +38,414 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: 8,571 shares; 2024Q4: 9,248 shares; 2025Q1: 10,131 shares; 2025Q2: 10,943 shares; 2025Q3: 12,285 shares; 2025Q4: 20,955 shares; 2026Q1: 30,674 shares 30,674 $6.39M 0.58% +9,719 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496,885 shares; 2024Q4: 533,531 shares; 2025Q1: 560,867 shares; 2025Q2: 611,852 shares; 2025Q3: 618,836 shares; 2025Q4: 587,513 shares; 2026Q1: 570,720 shares 570,720 $6.31M 0.57% -16,793 Timeline EQWL INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,587 shares; 2026Q1: 54,281 shares 54,281 $6.26M 0.57% -7,306 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: 5,498 shares; 2024Q4: 6,468 shares; 2025Q1: 7,270 shares; 2025Q2: 7,783 shares; 2025Q3: 7,987 shares; 2025Q4: 9,548 shares; 2026Q1: 10,599 shares 10,599 $6.12M 0.55% +1,051 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: 3,465 shares; 2024Q4: 3,427 shares; 2025Q1: 3,974 shares; 2025Q2: 7,541 shares; 2025Q3: 7,806 shares; 2025Q4: 8,781 shares; 2026Q1: 9,566 shares 9,566 $5.72M 0.52% +785 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: 935 shares; 2024Q4: 921 shares; 2025Q1: 889 shares; 2025Q2: 1,175 shares; 2025Q3: 8,127 shares; 2025Q4: 8,235 shares; 2026Q1: 8,154 shares 8,154 $5.69M 0.51% -81 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,081 shares; 2024Q4: 44,603 shares; 2025Q1: 45,791 shares; 2025Q2: 44,977 shares; 2025Q3: 44,942 shares; 2025Q4: 236,402 shares; 2026Q1: 221,265 shares 221,265 $5.67M 0.51% -15,137 Timeline NANR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66,745 shares; 2026Q1: 65,320 shares 65,320 $5.49M 0.5% -1,425 Timeline JMBS 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: 63,430 shares; 2024Q4: 66,710 shares; 2025Q1: 78,856 shares; 2025Q2: 86,466 shares; 2025Q3: 92,392 shares; 2025Q4: 104,702 shares; 2026Q1: 113,440 shares 113,440 $5.13M 0.46% +8,738 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 126,332 shares; 2026Q1: 128,644 shares 128,644 $5.12M 0.46% +2,312 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: 66,646 shares; 2024Q4: 76,321 shares; 2025Q1: 60,624 shares; 2025Q2: 60,721 shares; 2025Q3: 69,698 shares; 2025Q4: 72,100 shares; 2026Q1: 66,708 shares 66,708 $4.91M 0.44% -5,392 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,389 shares; 2026Q1: 53,360 shares 53,360 $4.9M 0.44% +5,971 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,702 shares; 2025Q1: 6,990 shares; 2025Q2: 12,889 shares; 2025Q3: 12,178 shares; 2025Q4: 45,900 shares; 2026Q1: 47,926 shares 47,926 $4.82M 0.44% +2,026 Timeline OCTT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,928 shares; 2024Q4: 117,227 shares; 2025Q1: 134,697 shares; 2025Q2: 147,899 shares; 2025Q3: 158,358 shares; 2025Q4: 129,252 shares; 2026Q1: 112,520 shares 112,520 $4.76M 0.43% -16,732 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: 7,122 shares; 2024Q4: 8,799 shares; 2025Q1: 9,089 shares; 2025Q2: 8,744 shares; 2025Q3: 9,355 shares; 2025Q4: 13,722 shares; 2026Q1: 16,530 shares 16,530 $4.74M 0.43% +2,808 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,558 shares; 2025Q4: 19,892 shares; 2026Q1: 21,615 shares 21,615 $4.73M 0.43% +1,723 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: 19,226 shares; 2024Q4: 46,723 shares; 2025Q1: 41,003 shares; 2025Q2: 39,324 shares; 2025Q3: 40,878 shares; 2025Q4: 38,600 shares; 2026Q1: 54,775 shares 54,775 $4.52M 0.41% +16,175 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: 32,920 shares; 2024Q4: 17,759 shares; 2025Q1: 15,844 shares; 2025Q2: 15,679 shares; 2025Q3: 15,122 shares; 2025Q4: 13,888 shares; 2026Q1: 192,937 shares 192,937 $4.42M 0.4% +179,049 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,448 shares; 2025Q3: 10,469 shares; 2025Q4: 58,461 shares; 2026Q1: 58,276 shares 58,276 $4.38M 0.4% -185 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 92,600 shares; 2026Q1: 90,772 shares 90,772 $4.33M 0.39% -1,828 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,591 shares; 2026Q1: 38,617 shares 38,617 $4.21M 0.38% +1,026 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: 76,108 shares; 2024Q4: 16,944 shares; 2025Q1: 15,579 shares; 2025Q2: 22,534 shares; 2025Q3: 22,886 shares; 2025Q4: 29,739 shares; 2026Q1: 33,702 shares 33,702 $4.19M 0.38% +3,963 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: 111,025 shares; 2024Q4: 29,602 shares; 2025Q1: 34,721 shares; 2025Q2: 35,063 shares; 2025Q3: 29,941 shares; 2025Q4: 34,107 shares; 2026Q1: 37,330 shares 37,330 $4.12M 0.37% +3,223 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,858 shares; 2024Q4: 367,860 shares; 2025Q1: 383,679 shares; 2025Q2: 414,622 shares; 2025Q3: 417,773 shares; 2025Q4: 410,151 shares; 2026Q1: 396,751 shares 396,751 $4.04M 0.37% -13,400 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,710 shares; 2026Q1: 80,418 shares 80,418 $3.78M 0.34% +69,708 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,237 shares 24,237 $3.54M 0.32% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,688 shares; 2025Q3: 12,688 shares; 2025Q4: 48,328 shares; 2026Q1: 45,752 shares 45,752 $3.53M 0.32% -2,576 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,840 shares; 2025Q3: 8,840 shares; 2025Q4: 44,243 shares; 2026Q1: 35,312 shares 35,312 $3.46M 0.31% -8,931 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: 5,585 shares; 2024Q4: 48,489 shares; 2025Q1: 44,062 shares; 2025Q2: 43,803 shares; 2025Q3: 48,287 shares; 2025Q4: 64,563 shares; 2026Q1: 63,596 shares 63,596 $3.44M 0.31% -967 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 1,003 shares; 2025Q2: 1,003 shares; 2025Q3: 1,003 shares; 2025Q4: 1,627 shares; 2026Q1: 7,970 shares 7,970 $3.43M 0.31% +6,343 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,110 shares; 2025Q1: 2,046 shares; 2025Q2: 8,198 shares; 2025Q3: 8,159 shares; 2025Q4: 9,143 shares; 2026Q1: 10,933 shares 10,933 $3.4M 0.31% +1,790 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: 3,073 shares; 2024Q4: 3,090 shares; 2025Q1: 3,098 shares; 2025Q2: 3,295 shares; 2025Q3: 3,246 shares; 2025Q4: 39,939 shares; 2026Q1: 40,542 shares 40,542 $3.35M 0.3% +603 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: 83,865 shares; 2024Q4: 1,771 shares; 2025Q1: 1,779 shares; 2025Q2: 1,940 shares; 2025Q3: 2,323 shares; 2025Q4: 3,436 shares; 2026Q1: 5,528 shares 5,528 $3.16M 0.29% +2,092 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,485 shares 22,485 $3.11M 0.28% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 158,004 shares; 2026Q1: 157,294 shares 157,294 $3.09M 0.28% -710 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,298 shares; 2024Q4: 3,561 shares; 2025Q1: 4,040 shares; 2025Q2: 4,470 shares; 2025Q3: 4,918 shares; 2025Q4: 5,699 shares; 2026Q1: 9,837 shares 9,837 $3.04M 0.28% +4,138 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: 5,580 shares; 2024Q4: 4,923 shares; 2025Q1: 5,533 shares; 2025Q2: 5,939 shares; 2025Q3: 6,107 shares; 2025Q4: 11,237 shares; 2026Q1: 12,276 shares 12,276 $3M 0.27% +1,039 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,170 shares; 2026Q1: 15,580 shares 15,580 $2.99M 0.27% +410 Timeline VYMI 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,889 shares; 2026Q1: 30,918 shares 30,918 $2.91M 0.26% +29 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: 15,889 shares; 2024Q4: 16,114 shares; 2025Q1: 16,197 shares; 2025Q2: 16,774 shares; 2025Q3: 20,830 shares; 2025Q4: 19,550 shares; 2026Q1: 28,194 shares 28,194 $2.89M 0.26% +8,644 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,828 shares; 2025Q2: 19,737 shares; 2025Q3: 20,760 shares; 2025Q4: 23,543 shares; 2026Q1: 28,443 shares 28,443 $2.86M 0.26% +4,900 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: 1,046 shares; 2024Q4: 585 shares; 2025Q1: 1,338 shares; 2025Q2: 1,783 shares; 2025Q3: 1,869 shares; 2025Q4: 4,042 shares; 2026Q1: 5,936 shares 5,936 $2.84M 0.26% +1,894 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,366 shares 18,366 $2.48M 0.22% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 74,090 shares; 2026Q1: 73,410 shares 73,410 $2.43M 0.22% -680 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: 6,702 shares; 2024Q4: 6,782 shares; 2025Q1: 7,257 shares; 2025Q2: 7,242 shares; 2025Q3: 7,687 shares; 2025Q4: 11,479 shares; 2026Q1: 14,061 shares 14,061 $2.39M 0.22% +2,582 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,705 shares; 2026Q1: 31,433 shares 31,433 $2.36M 0.21% -272 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 2,050 shares; 2025Q1: 2,062 shares; 2025Q2: 2,644 shares; 2025Q3: 3,002 shares; 2025Q4: 3,948 shares; 2026Q1: 6,305 shares 6,305 $2.34M 0.21% +2,357 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: 14,060 shares; 2024Q4: 9,914 shares; 2025Q1: 9,653 shares; 2025Q2: 9,772 shares; 2025Q3: 9,487 shares; 2025Q4: 18,677 shares; 2026Q1: 17,577 shares 17,577 $2.34M 0.21% -1,100 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,456 shares; 2026Q1: 50,308 shares 50,308 $2.31M 0.21% -1,148 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,063 shares; 2024Q4: 38,488 shares; 2025Q1: 52,045 shares; 2025Q2: 42,684 shares; 2025Q3: 44,080 shares; 2025Q4: 46,898 shares; 2026Q1: 45,351 shares 45,351 $2.19M 0.2% -1,547 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 24,909 shares; 2025Q2: 24,404 shares; 2025Q3: 29,094 shares; 2025Q4: 30,271 shares; 2026Q1: 27,916 shares 27,916 $2.16M 0.2% -2,355 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,848 shares; 2024Q4: 2,430 shares; 2025Q1: 2,468 shares; 2025Q2: 3,518 shares; 2025Q3: 3,479 shares; 2025Q4: 3,450 shares; 2026Q1: 3,428 shares 3,428 $2.11M 0.19% -22 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,358 shares; 2026Q1: 28,095 shares 28,095 $2.1M 0.19% -1,263 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,745 shares; 2026Q1: 18,928 shares 18,928 $2.05M 0.19% -817 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 reported; 2024Q4: 33,955 shares; 2025Q1: 28,376 shares; 2025Q2: 28,796 shares; 2025Q3: 28,741 shares; 2025Q4: 36,995 shares; 2026Q1: 38,717 shares 38,717 $2.01M 0.18% +1,722 Timeline JULT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,609 shares; 2024Q4: 16,609 shares; 2025Q1: 16,609 shares; 2025Q2: 21,040 shares; 2025Q3: 29,178 shares; 2025Q4: 43,198 shares; 2026Q1: 45,504 shares 45,504 $2M 0.18% +2,306 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,246 shares; 2026Q1: 68,530 shares 68,530 $2M 0.18% +3,284 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,260 shares; 2024Q4: 1,198 shares; 2025Q1: 1,299 shares; 2025Q2: 1,345 shares; 2025Q3: 1,346 shares; 2025Q4: 1,305 shares; 2026Q1: 1,982 shares 1,982 $1.97M 0.18% +677 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,996 shares; 2025Q1: 3,263 shares; 2025Q2: 3,354 shares; 2025Q3: 3,401 shares; 2025Q4: 4,297 shares; 2026Q1: 6,481 shares 6,481 $1.96M 0.18% +2,184 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: 519 shares; 2024Q4: 574 shares; 2025Q1: 716 shares; 2025Q2: 768 shares; 2025Q3: 823 shares; 2025Q4: 1,177 shares; 2026Q1: 2,071 shares 2,071 $1.9M 0.17% +894 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,282 shares; 2024Q4: 3,529 shares; 2025Q1: 3,546 shares; 2025Q2: 3,745 shares; 2025Q3: 6,092 shares; 2025Q4: 13,948 shares; 2026Q1: 15,789 shares 15,789 $1.9M 0.17% +1,841 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: 2,910 shares; 2024Q4: 2,279 shares; 2025Q1: 2,509 shares; 2025Q2: 2,540 shares; 2025Q3: 2,593 shares; 2025Q4: 2,828 shares; 2026Q1: 2,671 shares 2,671 $1.89M 0.17% -157 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: 4,305 shares; 2024Q4: 4,818 shares; 2025Q1: 5,091 shares; 2025Q2: 5,974 shares; 2025Q3: 7,645 shares; 2025Q4: 14,959 shares; 2026Q1: 15,185 shares 15,185 $1.89M 0.17% +226 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 reported; 2024Q4: not reported; 2025Q1: 16,949 shares; 2025Q2: 12,693 shares; 2025Q3: 13,450 shares; 2025Q4: 17,495 shares; 2026Q1: 21,378 shares 21,378 $1.88M 0.17% +3,883 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 38,860 shares; 2025Q2: 47,005 shares; 2025Q3: 40,890 shares; 2025Q4: 58,964 shares; 2026Q1: 56,323 shares 56,323 $1.88M 0.17% -2,641 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,447 shares; 2026Q1: 29,969 shares 29,969 $1.82M 0.16% +6,522 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,099 shares; 2025Q1: 2,387 shares; 2025Q2: 2,481 shares; 2025Q3: 2,894 shares; 2025Q4: 6,100 shares; 2026Q1: 8,768 shares 8,768 $1.81M 0.16% +2,668 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,769 shares; 2024Q4: 24,766 shares; 2025Q1: 24,604 shares; 2025Q2: 27,544 shares; 2025Q3: 30,722 shares; 2025Q4: 26,721 shares; 2026Q1: 27,956 shares 27,956 $1.8M 0.16% +1,235 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,243 shares; 2025Q3: 2,242 shares; 2025Q4: 9,838 shares; 2026Q1: 11,809 shares 11,809 $1.75M 0.16% +1,971 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: 4,712 shares; 2024Q4: 5,220 shares; 2025Q1: 5,594 shares; 2025Q2: 6,604 shares; 2025Q3: 7,558 shares; 2025Q4: 21,320 shares; 2026Q1: 22,395 shares 22,395 $1.74M 0.16% +1,075 Timeline APRT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 8,405 shares; 2025Q1: 8,405 shares; 2025Q2: 13,106 shares; 2025Q3: 21,861 shares; 2025Q4: 37,015 shares; 2026Q1: 39,471 shares 39,471 $1.68M 0.15% +2,456 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,582 shares; 2025Q3: 10,671 shares; 2025Q4: 4,998 shares; 2026Q1: 33,304 shares 33,304 $1.66M 0.15% +28,306 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,003 shares; 2025Q4: 11,759 shares; 2026Q1: 14,370 shares 14,370 $1.63M 0.15% +2,611 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,107 shares; 2026Q1: 18,230 shares 18,230 $1.63M 0.15% -3,877 Timeline AOK 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: 18,189 shares; 2024Q4: 29,249 shares; 2025Q1: 36,721 shares; 2025Q2: 49,517 shares; 2025Q3: 47,042 shares; 2025Q4: 39,623 shares; 2026Q1: 40,052 shares 40,052 $1.6M 0.14% +429 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,691 shares; 2026Q1: 36,182 shares 36,182 $1.54M 0.14% +1,491 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,142 shares; 2025Q3: 24,936 shares; 2025Q4: 27,433 shares; 2026Q1: 30,496 shares 30,496 $1.53M 0.14% +3,063 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,644 shares; 2026Q1: 17,206 shares 17,206 $1.49M 0.13% +4,562 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,181 shares; 2026Q1: 30,750 shares 30,750 $1.42M 0.13% +569 Timeline JANT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,554 shares; 2025Q3: 17,544 shares; 2025Q4: 32,823 shares; 2026Q1: 35,340 shares 35,340 $1.42M 0.13% +2,517 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,458 shares; 2026Q1: 6,458 shares 6,458 $1.39M 0.13% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,471 shares; 2025Q4: 2,952 shares; 2026Q1: 4,064 shares 4,064 $1.37M 0.12% +1,112 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 738 shares; 2026Q1: 995 shares 995 $1.37M 0.12% +257 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,800 shares 26,800 $1.37M 0.12% new Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,726 shares; 2026Q1: 20,446 shares 20,446 $1.37M 0.12% -280 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: 17,869 shares; 2024Q4: 784 shares; 2025Q1: 816 shares; 2025Q2: not reported; 2025Q3: 745 shares; 2025Q4: 3,216 shares; 2026Q1: 3,167 shares 3,167 $1.35M 0.12% -49 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,293 shares; 2026Q1: 38,922 shares 38,922 $1.31M 0.12% -371 Timeline XT 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: 15,587 shares; 2024Q4: 37,891 shares; 2025Q1: 28,348 shares; 2025Q2: 26,193 shares; 2025Q3: 24,908 shares; 2025Q4: 19,161 shares; 2026Q1: 19,233 shares 19,233 $1.31M 0.12% +72 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: 36,058 shares; 2024Q4: 29,892 shares; 2025Q1: 27,537 shares; 2025Q2: 25,486 shares; 2025Q3: 28,866 shares; 2025Q4: 28,894 shares; 2026Q1: 27,906 shares 27,906 $1.31M 0.12% -988 Timeline QPX ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,696 shares; 2024Q4: 32,850 shares; 2025Q1: 32,946 shares; 2025Q2: 33,214 shares; 2025Q3: 33,214 shares; 2025Q4: 30,639 shares; 2026Q1: 30,639 shares 30,639 $1.3M 0.12% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,021 shares 28,021 $1.29M 0.12% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,772 shares; 2024Q4: 7,458 shares; 2025Q1: 17,575 shares; 2025Q2: 15,812 shares; 2025Q3: 11,537 shares; 2025Q4: 15,109 shares; 2026Q1: 25,851 shares 25,851 $1.28M 0.12% +10,742 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 64,392 shares; 2026Q1: 62,524 shares 62,524 $1.25M 0.11% -1,868 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: 2,165 shares; 2024Q4: 1,547 shares; 2025Q1: 1,929 shares; 2025Q2: 1,958 shares; 2025Q3: 3,627 shares; 2025Q4: 9,023 shares; 2026Q1: 8,013 shares 8,013 $1.24M 0.11% -1,010 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,796 shares; 2024Q4: 3,874 shares; 2025Q1: 3,887 shares; 2025Q2: 3,810 shares; 2025Q3: 3,848 shares; 2025Q4: 12,631 shares; 2026Q1: 12,802 shares 12,802 $1.24M 0.11% +171 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 10,756 shares; 2025Q1: 12,021 shares; 2025Q2: 14,146 shares; 2025Q3: 13,418 shares; 2025Q4: 13,244 shares; 2026Q1: 12,787 shares 12,787 $1.24M 0.11% -457 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,503 shares; 2025Q1: 9,569 shares; 2025Q2: 9,885 shares; 2025Q3: 9,917 shares; 2025Q4: 13,355 shares; 2026Q1: 13,954 shares 13,954 $1.23M 0.11% +599 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,887 shares; 2024Q4: 3,048 shares; 2025Q1: 3,285 shares; 2025Q2: 3,646 shares; 2025Q3: 3,746 shares; 2025Q4: 4,396 shares; 2026Q1: 7,455 shares 7,455 $1.23M 0.11% +3,059 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 439 shares; 2025Q4: 691 shares; 2026Q1: 1,402 shares 1,402 $1.22M 0.11% +711 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,435 shares; 2025Q4: 39,983 shares; 2026Q1: 66,763 shares 66,763 $1.17M 0.11% +26,780 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 reported; 2024Q4: not reported; 2025Q1: 645 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,137 shares; 2026Q1: 3,305 shares 3,305 $1.16M 0.11% +1,168 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 77,309 shares; 2026Q1: 62,139 shares 62,139 $1.16M 0.1% -15,170 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: 1,348 shares; 2024Q4: 1,347 shares; 2025Q1: 1,402 shares; 2025Q2: 1,452 shares; 2025Q3: 1,442 shares; 2025Q4: 3,003 shares; 2026Q1: 3,447 shares 3,447 $1.13M 0.1% +444 Timeline VNLA 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: 22,270 shares; 2024Q4: 18,641 shares; 2025Q1: 17,604 shares; 2025Q2: 27,771 shares; 2025Q3: 24,632 shares; 2025Q4: 24,212 shares; 2026Q1: 23,117 shares 23,117 $1.13M 0.1% -1,095 Timeline AOM 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: 29,028 shares; 2024Q4: 17,075 shares; 2025Q1: 15,378 shares; 2025Q2: 20,891 shares; 2025Q3: 20,692 shares; 2025Q4: 22,010 shares; 2026Q1: 23,839 shares 23,839 $1.13M 0.1% +1,829 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,815 shares; 2026Q1: 15,404 shares 15,404 $1.13M 0.1% +4,589 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,736 shares; 2026Q1: 3,164 shares 3,164 $1.13M 0.1% +428 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: 8,284 shares; 2024Q4: 8,160 shares; 2025Q1: 8,823 shares; 2025Q2: 10,217 shares; 2025Q3: 10,487 shares; 2025Q4: 16,446 shares; 2026Q1: 22,239 shares 22,239 $1.12M 0.1% +5,793 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,256 shares; 2025Q4: 5,003 shares; 2026Q1: 6,981 shares 6,981 $1.11M 0.1% +1,978 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,837 shares; 2026Q1: 18,879 shares 18,879 $1.11M 0.1% +4,042 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,124 shares; 2026Q1: 27,124 shares 27,124 $1.11M 0.1% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,100 shares; 2024Q4: 12,952 shares; 2025Q1: 12,055 shares; 2025Q2: 13,483 shares; 2025Q3: 14,005 shares; 2025Q4: 21,096 shares; 2026Q1: 18,859 shares 18,859 $1.1M 0.1% -2,237 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,873 shares 14,873 $1.07M 0.1% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 917 shares; 2025Q3: 1,386 shares; 2025Q4: 1,625 shares; 2026Q1: 3,708 shares 3,708 $1.05M 0.1% +2,083 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,437 shares; 2026Q1: 22,438 shares 22,438 $1.05M 0.09% +1 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,151 shares 7,151 $1.05M 0.09% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,148 shares; 2025Q4: 5,420 shares; 2026Q1: 8,131 shares 8,131 $1.03M 0.09% +2,711 Timeline RFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,766 shares; 2025Q2: 16,672 shares; 2025Q3: 17,064 shares; 2025Q4: 34,103 shares; 2026Q1: 35,083 shares 35,083 $1.02M 0.09% +980 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: 8,252 shares; 2024Q4: 8,138 shares; 2025Q1: 6,551 shares; 2025Q2: 6,598 shares; 2025Q3: 6,417 shares; 2025Q4: 7,545 shares; 2026Q1: 6,889 shares 6,889 $1M 0.09% -656 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 reported; 2024Q4: 4,861 shares; 2025Q1: 4,735 shares; 2025Q2: 4,724 shares; 2025Q3: 4,659 shares; 2025Q4: 9,210 shares; 2026Q1: 9,154 shares 9,154 $998K 0.09% -56 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,301 shares; 2026Q1: 1,650 shares 1,650 $997K 0.09% +349 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,914 shares; 2026Q1: 19,754 shares 19,754 $997K 0.09% -160 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: 12,996 shares; 2024Q4: 9,710 shares; 2025Q1: 11,701 shares; 2025Q2: 11,822 shares; 2025Q3: 13,031 shares; 2025Q4: 32,285 shares; 2026Q1: 35,448 shares 35,448 $995K 0.09% +3,163 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,331 shares; 2026Q1: 14,192 shares 14,192 $981K 0.09% +3,861 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,024 shares; 2026Q1: 9,154 shares 9,154 $957K 0.09% +7,130 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,848 shares; 2026Q1: 2,144 shares 2,144 $953K 0.09% +296 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,083 shares; 2024Q4: 5,095 shares; 2025Q1: 5,100 shares; 2025Q2: 4,899 shares; 2025Q3: 4,729 shares; 2025Q4: 9,730 shares; 2026Q1: 9,744 shares 9,744 $952K 0.09% +14 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,594 shares; 2026Q1: 3,512 shares 3,512 $950K 0.09% +918 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,440 shares; 2024Q4: 2,442 shares; 2025Q1: 2,442 shares; 2025Q2: 2,448 shares; 2025Q3: 2,445 shares; 2025Q4: 2,465 shares; 2026Q1: 2,608 shares 2,608 $947K 0.09% +143 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,357 shares; 2026Q1: 9,357 shares 9,357 $946K 0.09% 0 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: 2,799 shares; 2024Q4: 2,772 shares; 2025Q1: 2,883 shares; 2025Q2: 2,898 shares; 2025Q3: 2,930 shares; 2025Q4: 2,965 shares; 2026Q1: 3,371 shares 3,371 $941K 0.09% +406 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,982 shares; 2024Q4: 9,803 shares; 2025Q1: 9,264 shares; 2025Q2: 9,119 shares; 2025Q3: 8,989 shares; 2025Q4: 8,492 shares; 2026Q1: 8,434 shares 8,434 $935K 0.08% -58 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,441 shares 23,441 $922K 0.08% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,749 shares; 2026Q1: 24,078 shares 24,078 $911K 0.08% +2,329 Timeline TILT 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,770 shares 3,770 $910K 0.08% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 717 shares; 2026Q1: 1,161 shares 1,161 $897K 0.08% +444 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,531 shares; 2025Q3: 1,789 shares; 2025Q4: 5,384 shares; 2026Q1: 6,059 shares 6,059 $891K 0.08% +675 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 808 shares; 2025Q4: 2,900 shares; 2026Q1: 2,722 shares 2,722 $887K 0.08% -178 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,247 shares; 2026Q1: 4,867 shares 4,867 $887K 0.08% +1,620 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,844 shares; 2026Q1: 9,844 shares 9,844 $885K 0.08% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,602 shares; 2026Q1: 15,309 shares 15,309 $869K 0.08% +707 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,101 shares; 2026Q1: 12,101 shares 12,101 $868K 0.08% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 789 shares; 2024Q4: 784 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 731 shares; 2025Q4: 2,047 shares; 2026Q1: 2,524 shares 2,524 $866K 0.08% +477 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,251 shares; 2024Q4: 3,001 shares; 2025Q1: 2,751 shares; 2025Q2: 2,577 shares; 2025Q3: 2,770 shares; 2025Q4: 2,817 shares; 2026Q1: 5,203 shares 5,203 $860K 0.08% +2,386 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,797 shares; 2026Q1: 6,797 shares 6,797 $851K 0.08% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 423 shares; 2025Q2: 437 shares; 2025Q3: 492 shares; 2025Q4: 472 shares; 2026Q1: 1,950 shares 1,950 $829K 0.07% +1,478 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: 834 shares; 2024Q4: 1,053 shares; 2025Q1: 1,078 shares; 2025Q2: 1,498 shares; 2025Q3: 1,505 shares; 2025Q4: 2,321 shares; 2026Q1: 2,509 shares 2,509 $825K 0.07% +188 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,553 shares; 2024Q4: 18,988 shares; 2025Q1: 20,707 shares; 2025Q2: 13,135 shares; 2025Q3: 13,939 shares; 2025Q4: 14,142 shares; 2026Q1: 13,784 shares 13,784 $821K 0.07% -358 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,045 shares; 2025Q4: 8,820 shares; 2026Q1: 12,296 shares 12,296 $811K 0.07% +3,476 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 reported; 2024Q4: 264 shares; 2025Q1: 344 shares; 2025Q2: 368 shares; 2025Q3: 412 shares; 2025Q4: 4,005 shares; 2026Q1: 8,367 shares 8,367 $804K 0.07% +4,362 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,774 shares; 2025Q3: 2,567 shares; 2025Q4: 4,515 shares; 2026Q1: 5,476 shares 5,476 $801K 0.07% +961 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,143 shares; 2024Q4: 2,405 shares; 2025Q1: 2,456 shares; 2025Q2: 2,939 shares; 2025Q3: 3,522 shares; 2025Q4: 4,204 shares; 2026Q1: 5,526 shares 5,526 $798K 0.07% +1,322 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78 shares; 2024Q4: 59 shares; 2025Q1: 70 shares; 2025Q2: 67 shares; 2025Q3: 75 shares; 2025Q4: 126 shares; 2026Q1: 186 shares 186 $783K 0.07% +60 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,788 shares; 2026Q1: 46,788 shares 46,788 $782K 0.07% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,677 shares; 2024Q4: 1,690 shares; 2025Q1: 1,728 shares; 2025Q2: 1,952 shares; 2025Q3: 1,966 shares; 2025Q4: 2,166 shares; 2026Q1: 2,563 shares 2,563 $775K 0.07% +397 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: 26,820 shares; 2024Q4: 5,335 shares; 2025Q1: 5,280 shares; 2025Q2: 5,210 shares; 2025Q3: 5,119 shares; 2025Q4: 5,066 shares; 2026Q1: 4,722 shares 4,722 $764K 0.07% -344 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,501 shares; 2026Q1: 4,395 shares 4,395 $762K 0.07% +2,894 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,753 shares; 2026Q1: 3,550 shares 3,550 $752K 0.07% +797 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,288 shares; 2026Q1: 22,626 shares 22,626 $741K 0.07% +3,338 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,429 shares; 2026Q1: 2,478 shares 2,478 $735K 0.07% +1,049 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,331 shares; 2024Q4: 17,980 shares; 2025Q1: 15,711 shares; 2025Q2: 21,025 shares; 2025Q3: 21,051 shares; 2025Q4: 20,374 shares; 2026Q1: 20,303 shares 20,303 $734K 0.07% -71 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: 784 shares; 2024Q4: 5,381 shares; 2025Q1: 6,042 shares; 2025Q2: 7,973 shares; 2025Q3: 8,142 shares; 2025Q4: 7,572 shares; 2026Q1: 7,759 shares 7,759 $729K 0.07% +187 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,342 shares; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,064 shares; 2025Q3: 3,347 shares; 2025Q4: 4,274 shares; 2026Q1: 5,099 shares 5,099 $726K 0.07% +825 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,168 shares; 2024Q4: 24,186 shares; 2025Q1: 26,049 shares; 2025Q2: 26,056 shares; 2025Q3: 26,056 shares; 2025Q4: 26,699 shares; 2026Q1: 31,463 shares 31,463 $722K 0.07% +4,764 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: 826 shares; 2024Q4: 752 shares; 2025Q1: 843 shares; 2025Q2: 791 shares; 2025Q3: 1,026 shares; 2025Q4: 1,996 shares; 2026Q1: 2,651 shares 2,651 $717K 0.06% +655 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 reported; 2024Q4: 8,349 shares; 2025Q1: 8,349 shares; 2025Q2: 9,515 shares; 2025Q3: 10,949 shares; 2025Q4: 22,471 shares; 2026Q1: 18,653 shares 18,653 $717K 0.06% -3,818 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,908 shares; 2026Q1: 11,944 shares 11,944 $716K 0.06% +2,036 Timeline GWX 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: 3,920 shares; 2024Q4: 19,647 shares; 2025Q1: 18,513 shares; 2025Q2: 18,044 shares; 2025Q3: 17,541 shares; 2025Q4: 17,161 shares; 2026Q1: 16,872 shares 16,872 $713K 0.06% -289 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,151 shares 3,151 $712K 0.06% new Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,016 shares; 2025Q3: 4,045 shares; 2025Q4: 5,584 shares; 2026Q1: 7,059 shares 7,059 $707K 0.06% +1,475 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,019 shares; 2025Q4: 2,192 shares; 2026Q1: 3,718 shares 3,718 $705K 0.06% +1,526 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,646 shares; 2024Q4: 3,266 shares; 2025Q1: 3,254 shares; 2025Q2: 3,358 shares; 2025Q3: 2,948 shares; 2025Q4: 3,071 shares; 2026Q1: 2,839 shares 2,839 $704K 0.06% -232 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: 15,109 shares; 2024Q4: 13,127 shares; 2025Q1: 12,395 shares; 2025Q2: 13,926 shares; 2025Q3: 14,402 shares; 2025Q4: 15,902 shares; 2026Q1: 24,210 shares 24,210 $702K 0.06% +8,308 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,405 shares 10,405 $697K 0.06% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 985 shares; 2024Q4: 1,056 shares; 2025Q1: 1,703 shares; 2025Q2: 1,568 shares; 2025Q3: 1,728 shares; 2025Q4: 1,936 shares; 2026Q1: 3,714 shares 3,714 $693K 0.06% +1,778 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: 2,971 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,265 shares; 2026Q1: 7,424 shares 7,424 $693K 0.06% +2,159 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,391 shares 12,391 $691K 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,392 shares; 2025Q1: 2,445 shares; 2025Q2: 2,484 shares; 2025Q3: 2,490 shares; 2025Q4: 3,251 shares; 2026Q1: 3,327 shares 3,327 $690K 0.06% +76 Timeline CATX PERSPECTIVE THERAPEUTICS INC More: the full row for PERSPECTIVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 164,711 shares; 2025Q4: 164,714 shares; 2026Q1: 164,821 shares 164,821 $687K 0.06% +107 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,801 shares; 2026Q1: 14,801 shares 14,801 $685K 0.06% 0 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: 56,904 shares; 2024Q4: 1,885 shares; 2025Q1: 1,822 shares; 2025Q2: 1,454 shares; 2025Q3: 1,227 shares; 2025Q4: 1,276 shares; 2026Q1: 2,024 shares 2,024 $684K 0.06% +748 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,610 shares; 2026Q1: 18,116 shares 18,116 $681K 0.06% +1,506 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,398 shares; 2025Q4: 4,363 shares; 2026Q1: 5,460 shares 5,460 $670K 0.06% +1,097 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,677 shares; 2026Q1: 16,677 shares 16,677 $666K 0.06% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 288 shares; 2025Q3: not reported; 2025Q4: 615 shares; 2026Q1: 777 shares 777 $658K 0.06% +162 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,505 shares; 2025Q4: 2,624 shares; 2026Q1: 3,072 shares 3,072 $656K 0.06% +448 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 359 shares; 2026Q1: 873 shares 873 $645K 0.06% +514 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 588 shares 588 $641K 0.06% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,536 shares 2,536 $635K 0.06% new Timeline PLAB PHOTRONICS INC More: the full row for PHOTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,300 shares; 2026Q1: 15,630 shares 15,630 $632K 0.06% -30,670 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: 86,506 shares; 2024Q4: 1,980 shares; 2025Q1: 1,943 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,284 shares; 2026Q1: 5,893 shares 5,893 $626K 0.06% +3,609 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: 5,168 shares; 2024Q4: 5,104 shares; 2025Q1: 5,347 shares; 2025Q2: 4,815 shares; 2025Q3: 4,513 shares; 2025Q4: 5,153 shares; 2026Q1: 8,212 shares 8,212 $625K 0.06% +3,059 Timeline HYGV 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,400 shares 15,400 $617K 0.06% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,710 shares; 2026Q1: 11,710 shares 11,710 $615K 0.06% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,844 shares; 2026Q1: 15,720 shares 15,720 $604K 0.05% -6,124 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 7,900 shares; 2025Q1: 7,771 shares; 2025Q2: 7,136 shares; 2025Q3: 7,047 shares; 2025Q4: 9,632 shares; 2026Q1: 10,538 shares 10,538 $597K 0.05% +906 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: 48,103 shares; 2024Q4: 21,704 shares; 2025Q1: 20,712 shares; 2025Q2: 21,958 shares; 2025Q3: 25,206 shares; 2025Q4: 19,114 shares; 2026Q1: 18,072 shares 18,072 $595K 0.05% -1,042 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: 5,313 shares; 2024Q4: 7,310 shares; 2025Q1: 5,637 shares; 2025Q2: 5,195 shares; 2025Q3: 4,828 shares; 2025Q4: 3,586 shares; 2026Q1: 3,608 shares 3,608 $590K 0.05% +22 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,096 shares; 2024Q4: 52,096 shares; 2025Q1: 52,096 shares; 2025Q2: 52,096 shares; 2025Q3: 52,096 shares; 2025Q4: 52,096 shares; 2026Q1: 52,096 shares 52,096 $585K 0.05% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,764 shares; 2024Q4: 1,770 shares; 2025Q1: 2,092 shares; 2025Q2: 2,111 shares; 2025Q3: 1,883 shares; 2025Q4: 2,300 shares; 2026Q1: 2,404 shares 2,404 $583K 0.05% +104 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,923 shares; 2024Q4: 18,491 shares; 2025Q1: 18,374 shares; 2025Q2: 18,127 shares; 2025Q3: 17,499 shares; 2025Q4: 17,300 shares; 2026Q1: 16,747 shares 16,747 $582K 0.05% -553 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,019 shares; 2024Q4: 4,948 shares; 2025Q1: 5,072 shares; 2025Q2: 5,157 shares; 2025Q3: 5,850 shares; 2025Q4: 7,258 shares; 2026Q1: 7,185 shares 7,185 $575K 0.05% -73 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,782 shares; 2025Q3: 6,975 shares; 2025Q4: 15,079 shares; 2026Q1: 10,138 shares 10,138 $574K 0.05% -4,941 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,560 shares; 2024Q4: 1,733 shares; 2025Q1: 1,809 shares; 2025Q2: 1,634 shares; 2025Q3: 1,717 shares; 2025Q4: 4,347 shares; 2026Q1: 4,385 shares 4,385 $565K 0.05% +38 Timeline IBHH 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: 20,926 shares; 2024Q4: 20,926 shares; 2025Q1: 20,926 shares; 2025Q2: 18,792 shares; 2025Q3: 18,792 shares; 2025Q4: 18,792 shares; 2026Q1: 24,061 shares 24,061 $565K 0.05% +5,269 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 381 shares; 2025Q4: 304 shares; 2026Q1: 1,303 shares 1,303 $563K 0.05% +999 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,785 shares; 2026Q1: 28,785 shares 28,785 $562K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 681 shares; 2026Q1: 1,038 shares 1,038 $558K 0.05% +357 Timeline AUGT AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,047 shares; 2024Q4: 24,047 shares; 2025Q1: 24,047 shares; 2025Q2: 24,047 shares; 2025Q3: 15,924 shares; 2025Q4: 15,924 shares; 2026Q1: 15,924 shares 15,924 $555K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,355 shares; 2025Q4: 2,528 shares; 2026Q1: 2,651 shares 2,651 $552K 0.05% +123 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,384 shares; 2025Q4: 11,121 shares; 2026Q1: 12,479 shares 12,479 $551K 0.05% +1,358 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,311 shares; 2025Q4: 1,956 shares; 2026Q1: 2,850 shares 2,850 $550K 0.05% +894 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,339 shares; 2026Q1: 4,197 shares 4,197 $550K 0.05% -1,142 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,743 shares; 2024Q4: 3,992 shares; 2025Q1: 2,909 shares; 2025Q2: 3,196 shares; 2025Q3: 3,192 shares; 2025Q4: 5,629 shares; 2026Q1: 7,509 shares 7,509 $547K 0.05% +1,880 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 reported; 2024Q4: not reported; 2025Q1: 4,914 shares; 2025Q2: 6,019 shares; 2025Q3: 6,840 shares; 2025Q4: 7,953 shares; 2026Q1: 11,188 shares 11,188 $545K 0.05% +3,235 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,527 shares; 2026Q1: 6,458 shares 6,458 $541K 0.05% +1,931 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,003 shares; 2026Q1: 8,103 shares 8,103 $539K 0.05% +5,100 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,253 shares; 2026Q1: 22,172 shares 22,172 $537K 0.05% +3,919 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: 3,995 shares; 2024Q4: 3,853 shares; 2025Q1: 3,888 shares; 2025Q2: 3,743 shares; 2025Q3: 3,356 shares; 2025Q4: 4,270 shares; 2026Q1: 5,567 shares 5,567 $537K 0.05% +1,297 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,909 shares; 2025Q2: 12,435 shares; 2025Q3: 12,433 shares; 2025Q4: 15,425 shares; 2026Q1: 15,077 shares 15,077 $536K 0.05% -348 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,237 shares; 2026Q1: 4,506 shares 4,506 $535K 0.05% +1,269 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: 11,374 shares; 2024Q4: 9,330 shares; 2025Q1: 9,235 shares; 2025Q2: 9,406 shares; 2025Q3: 9,458 shares; 2025Q4: 9,543 shares; 2026Q1: 10,880 shares 10,880 $533K 0.05% +1,337 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 752 shares; 2025Q4: 1,045 shares; 2026Q1: 2,997 shares 2,997 $526K 0.05% +1,952 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,762 shares; 2026Q1: 8,182 shares 8,182 $524K 0.05% +2,420 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 999 shares; 2025Q4: 1,257 shares; 2026Q1: 3,465 shares 3,465 $523K 0.05% +2,208 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: 5,559 shares; 2024Q4: 5,701 shares; 2025Q1: not reported; 2025Q2: 6,305 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,121 shares 18,121 $520K 0.05% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 1,451 shares 1,451 $519K 0.05% +429 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,605 shares; 2025Q4: 1,857 shares; 2026Q1: 2,539 shares 2,539 $517K 0.05% +682 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,061 shares; 2025Q3: 8,969 shares; 2025Q4: 8,710 shares; 2026Q1: 9,267 shares 9,267 $515K 0.05% +557 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,220 shares 12,220 $509K 0.05% new Timeline IQDF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,909 shares; 2026Q1: 15,909 shares 15,909 $504K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,472 shares; 2025Q2: 2,568 shares; 2025Q3: 2,554 shares; 2025Q4: 4,105 shares; 2026Q1: 4,215 shares 4,215 $500K 0.05% +110 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,177 shares 5,177 $499K 0.05% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,676 shares 31,676 $498K 0.05% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,347 shares; 2026Q1: 2,610 shares 2,610 $497K 0.04% +1,263 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: 1,515 shares; 2024Q4: 1,465 shares; 2025Q1: 1,421 shares; 2025Q2: 1,421 shares; 2025Q3: 1,424 shares; 2025Q4: 1,348 shares; 2026Q1: 1,348 shares 1,348 $495K 0.04% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 381 shares; 2026Q1: 1,071 shares 1,071 $494K 0.04% +690 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,059 shares; 2026Q1: 12,509 shares 12,509 $493K 0.04% +3,450 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: 3,552 shares; 2024Q4: 4,352 shares; 2025Q1: 4,786 shares; 2025Q2: 5,016 shares; 2025Q3: 4,827 shares; 2025Q4: 6,171 shares; 2026Q1: 6,145 shares 6,145 $489K 0.04% -26 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,265 shares 5,265 $487K 0.04% new 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: 3,291 shares; 2024Q4: 3,345 shares; 2025Q1: 3,489 shares; 2025Q2: 2,999 shares; 2025Q3: 3,554 shares; 2025Q4: 3,755 shares; 2026Q1: 5,171 shares 5,171 $486K 0.04% +1,416 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,638 shares; 2026Q1: 7,177 shares 7,177 $485K 0.04% +539 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,286 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,515 shares; 2026Q1: 4,000 shares 4,000 $485K 0.04% +485 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,113 shares; 2025Q4: 8,963 shares; 2026Q1: 22,359 shares 22,359 $483K 0.04% +13,396 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 418 shares; 2024Q4: 497 shares; 2025Q1: 522 shares; 2025Q2: not reported; 2025Q3: 847 shares; 2025Q4: 2,202 shares; 2026Q1: 1,988 shares 1,988 $483K 0.04% -214 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,894 shares; 2026Q1: 5,295 shares 5,295 $482K 0.04% +401 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 544 shares; 2026Q1: 555 shares 555 $480K 0.04% +11 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: 3,928 shares; 2024Q4: 3,620 shares; 2025Q1: 3,566 shares; 2025Q2: 3,277 shares; 2025Q3: 3,290 shares; 2025Q4: 3,835 shares; 2026Q1: 3,663 shares 3,663 $480K 0.04% -172 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,700 shares; 2026Q1: 8,483 shares 8,483 $479K 0.04% +1,783 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,345 shares; 2025Q4: 2,267 shares; 2026Q1: 5,166 shares 5,166 $479K 0.04% +2,899 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,126 shares 14,126 $478K 0.04% new Timeline FET FORUM ENERGY TECHNOLOGIES IN More: the full row for FORUM ENERGY TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,950 shares; 2026Q1: 8,142 shares 8,142 $478K 0.04% +192 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,452 shares; 2026Q1: 4,740 shares 4,740 $477K 0.04% +288 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,065 shares; 2026Q1: 2,080 shares 2,080 $475K 0.04% +1,015 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 reported; 2024Q4: 2,436 shares; 2025Q1: 3,756 shares; 2025Q2: 2,392 shares; 2025Q3: 2,369 shares; 2025Q4: 4,023 shares; 2026Q1: 4,325 shares 4,325 $474K 0.04% +302 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: 955 shares; 2024Q4: 955 shares; 2025Q1: not reported; 2025Q2: 1,677 shares; 2025Q3: 1,674 shares; 2025Q4: 1,627 shares; 2026Q1: 1,877 shares 1,877 $467K 0.04% +250 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,244 shares 4,244 $466K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,238 shares; 2025Q3: 1,209 shares; 2025Q4: 1,270 shares; 2026Q1: 1,360 shares 1,360 $465K 0.04% +90 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,207 shares; 2026Q1: 7,004 shares 7,004 $465K 0.04% +2,797 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,238 shares; 2025Q4: 2,255 shares; 2026Q1: 2,331 shares 2,331 $461K 0.04% +76 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,121 shares; 2026Q1: 4,121 shares 4,121 $457K 0.04% +1,000 Timeline IOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,354 shares; 2026Q1: 13,010 shares 13,010 $456K 0.04% -344 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 206,432 shares; 2026Q1: 48,932 shares 48,932 $456K 0.04% -157,500 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,758 shares; 2026Q1: 5,566 shares 5,566 $455K 0.04% +1,808 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,010 shares 9,010 $453K 0.04% new Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,547 shares; 2026Q1: 18,691 shares 18,691 $453K 0.04% +5,144 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,149 shares; 2026Q1: 9,117 shares 9,117 $453K 0.04% -1,032 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 711 shares 711 $452K 0.04% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,899 shares; 2024Q4: 2,639 shares; 2025Q1: 2,810 shares; 2025Q2: 2,413 shares; 2025Q3: not reported; 2025Q4: 3,475 shares; 2026Q1: 5,022 shares 5,022 $450K 0.04% +1,547 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,780 shares; 2026Q1: 6,062 shares 6,062 $448K 0.04% +4,282 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,375 shares; 2024Q4: 15,871 shares; 2025Q1: 14,126 shares; 2025Q2: 12,087 shares; 2025Q3: 11,465 shares; 2025Q4: 8,002 shares; 2026Q1: 7,964 shares 7,964 $447K 0.04% -38 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,800 shares; 2026Q1: 10,825 shares 10,825 $440K 0.04% -27,975 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,512 shares; 2026Q1: 1,720 shares 1,720 $438K 0.04% +208 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,531 shares; 2026Q1: 7,144 shares 7,144 $438K 0.04% -1,387 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,648 shares 2,648 $437K 0.04% new 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: 20,168 shares; 2024Q4: 5,583 shares; 2025Q1: 5,538 shares; 2025Q2: 5,481 shares; 2025Q3: 5,392 shares; 2025Q4: 5,334 shares; 2026Q1: 5,301 shares 5,301 $435K 0.04% -33 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,482 shares; 2024Q4: 13,140 shares; 2025Q1: 21,956 shares; 2025Q2: 21,670 shares; 2025Q3: 18,762 shares; 2025Q4: 18,728 shares; 2026Q1: 18,704 shares 18,704 $434K 0.04% -24 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 997 shares; 2026Q1: 1,143 shares 1,143 $434K 0.04% +146 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: 5,205 shares; 2024Q4: 5,052 shares; 2025Q1: 1,832 shares; 2025Q2: 4,414 shares; 2025Q3: 3,058 shares; 2025Q4: 2,237 shares; 2026Q1: 2,392 shares 2,392 $430K 0.04% +155 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,328 shares; 2026Q1: 1,974 shares 1,974 $428K 0.04% +646 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 561 shares; 2025Q4: not reported; 2026Q1: 861 shares 861 $427K 0.04% new Timeline MUX MCEWEN INC. More: the full row for MCEWEN INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,470 shares; 2026Q1: 20,870 shares 20,870 $426K 0.04% -68,600 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,206 shares; 2025Q1: 5,342 shares; 2025Q2: 5,355 shares; 2025Q3: 4,906 shares; 2025Q4: 6,922 shares; 2026Q1: 4,524 shares 4,524 $424K 0.04% -2,398 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: 4,878 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,352 shares; 2026Q1: 17,131 shares 17,131 $424K 0.04% +2,779 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,931 shares; 2026Q1: 3,191 shares 3,191 $422K 0.04% +260 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,293 shares 1,293 $421K 0.04% new Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,011 shares; 2026Q1: 874 shares 874 $420K 0.04% -137 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,871 shares 4,871 $420K 0.04% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,444 shares; 2026Q1: 8,053 shares 8,053 $419K 0.04% +609 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,865 shares; 2024Q4: 15,476 shares; 2025Q1: 12,140 shares; 2025Q2: 11,120 shares; 2025Q3: 10,534 shares; 2025Q4: 8,546 shares; 2026Q1: 8,894 shares 8,894 $417K 0.04% +348 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,134 shares 2,134 $414K 0.04% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,278 shares 1,278 $413K 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,405 shares 1,405 $410K 0.04% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,495 shares; 2026Q1: 3,645 shares 3,645 $409K 0.04% -850 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,011 shares; 2026Q1: 4,654 shares 4,654 $408K 0.04% +643 Timeline VIK VIKING HOLDINGS LTD More: the full row for VIKING HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,544 shares 5,544 $407K 0.04% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: 1,661 shares 1,661 $405K 0.04% +951 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,003 shares; 2026Q1: 3,278 shares 3,278 $404K 0.04% +275 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 572 shares 572 $402K 0.04% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: 2,005 shares 2,005 $401K 0.04% +206 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,805 shares; 2026Q1: 2,918 shares 2,918 $400K 0.04% -887 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,747 shares; 2026Q1: 2,250 shares 2,250 $400K 0.04% +503 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 732 shares 732 $398K 0.04% +225 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: 2,762 shares; 2024Q4: 2,419 shares; 2025Q1: 2,277 shares; 2025Q2: 2,381 shares; 2025Q3: 2,409 shares; 2025Q4: 2,653 shares; 2026Q1: 3,027 shares 3,027 $396K 0.04% +374 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,851 shares; 2025Q2: 5,441 shares; 2025Q3: 6,308 shares; 2025Q4: 5,733 shares; 2026Q1: 5,615 shares 5,615 $395K 0.04% -118 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,890 shares; 2026Q1: 4,543 shares 4,543 $394K 0.04% -1,347 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 986 shares; 2025Q4: 1,976 shares; 2026Q1: 2,450 shares 2,450 $393K 0.04% +474 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,406 shares; 2025Q3: 6,949 shares; 2025Q4: 7,508 shares; 2026Q1: 7,409 shares 7,409 $388K 0.04% -99 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,141 shares 10,141 $387K 0.04% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,142 shares; 2026Q1: 1,667 shares 1,667 $385K 0.03% -475 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,103 shares; 2025Q4: 13,271 shares; 2026Q1: 11,441 shares 11,441 $384K 0.03% -1,830 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,235 shares; 2025Q3: 2,731 shares; 2025Q4: 1,806 shares; 2026Q1: 1,838 shares 1,838 $382K 0.03% +32 Timeline ADUS ADDUS HOMECARE CORP More: the full row for ADDUS HOMECARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,392 shares; 2026Q1: 4,079 shares 4,079 $382K 0.03% -313 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: 8,386 shares; 2024Q4: 90,877 shares; 2025Q1: 56,041 shares; 2025Q2: 55,890 shares; 2025Q3: 55,388 shares; 2025Q4: 4,978 shares; 2026Q1: 3,423 shares 3,423 $381K 0.03% -1,555 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,160 shares; 2025Q3: 1,599 shares; 2025Q4: 3,761 shares; 2026Q1: 2,083 shares 2,083 $380K 0.03% -1,678 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,276 shares; 2026Q1: 2,290 shares 2,290 $378K 0.03% +14 Timeline BELFB BEL FUSE INC More: the full row for BEL FUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,051 shares; 2026Q1: 1,901 shares 1,901 $376K 0.03% -12,150 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,778 shares 5,778 $376K 0.03% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,302 shares; 2026Q1: 5,010 shares 5,010 $373K 0.03% -1,292 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,513 shares; 2024Q4: 1,548 shares; 2025Q1: 1,574 shares; 2025Q2: 1,637 shares; 2025Q3: 1,659 shares; 2025Q4: 1,652 shares; 2026Q1: 2,550 shares 2,550 $369K 0.03% +898 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: not reported; 2026Q1: 1,852 shares 1,852 $369K 0.03% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 375 shares 375 $368K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,770 shares 2,770 $363K 0.03% new Timeline NWPX NWPX INFRASTRUCTURE INC More: the full row for NWPX INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,700 shares; 2026Q1: 4,650 shares 4,650 $362K 0.03% -20,050 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,704 shares; 2025Q4: 1,901 shares; 2026Q1: 2,860 shares 2,860 $361K 0.03% +959 Timeline ETOR ETORO GROUP LTD More: the full row for ETORO GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,948 shares; 2026Q1: 11,948 shares 11,948 $359K 0.03% 0 Timeline RLGT RADIANT LOGISTICS INC More: the full row for RADIANT LOGISTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 285,682 shares; 2026Q1: 50,749 shares 50,749 $358K 0.03% -234,933 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,592 shares; 2026Q1: 5,317 shares 5,317 $357K 0.03% +1,725 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,724 shares; 2024Q4: 4,081 shares; 2025Q1: 4,081 shares; 2025Q2: 5,256 shares; 2025Q3: 4,662 shares; 2025Q4: 4,662 shares; 2026Q1: 4,662 shares 4,662 $357K 0.03% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,979 shares 1,979 $356K 0.03% new Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,725 shares; 2026Q1: 8,297 shares 8,297 $356K 0.03% -428 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,150 shares; 2026Q1: 11,017 shares 11,017 $353K 0.03% -133 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,283 shares 2,283 $350K 0.03% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,504 shares; 2026Q1: 5,085 shares 5,085 $347K 0.03% +581 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: 3,899 shares; 2024Q4: 3,835 shares; 2025Q1: 2,606 shares; 2025Q2: 3,415 shares; 2025Q3: 7,493 shares; 2025Q4: 7,055 shares; 2026Q1: 4,422 shares 4,422 $347K 0.03% -2,633 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,957 shares; 2026Q1: 2,626 shares 2,626 $346K 0.03% +669 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,824 shares; 2026Q1: 5,376 shares 5,376 $345K 0.03% -1,448 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,119 shares; 2026Q1: 4,251 shares 4,251 $342K 0.03% -2,868 Timeline IJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,405 shares; 2026Q1: 9,405 shares 9,405 $341K 0.03% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,441 shares 8,441 $341K 0.03% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,857 shares; 2024Q4: 88,470 shares; 2025Q1: 78,534 shares; 2025Q2: 78,834 shares; 2025Q3: 78,834 shares; 2025Q4: 66,749 shares; 2026Q1: 66,749 shares 66,749 $340K 0.03% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,472 shares 2,472 $336K 0.03% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,506 shares; 2026Q1: 1,611 shares 1,611 $336K 0.03% +105 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,514 shares; 2026Q1: 10,523 shares 10,523 $333K 0.03% -1,991 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 380 shares; 2026Q1: 489 shares 489 $333K 0.03% +109 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 930 shares 930 $329K 0.03% new Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,700 shares; 2026Q1: 9,100 shares 9,100 $329K 0.03% -16,600 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,258 shares; 2026Q1: 8,788 shares 8,788 $327K 0.03% +2,530 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,735 shares 2,735 $324K 0.03% new Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,579 shares; 2026Q1: 3,047 shares 3,047 $324K 0.03% +468 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 248 shares; 2025Q3: 240 shares; 2025Q4: 273 shares; 2026Q1: 334 shares 334 $321K 0.03% +61 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,094 shares; 2026Q1: 3,602 shares 3,602 $321K 0.03% +508 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,818 shares; 2026Q1: 7,733 shares 7,733 $319K 0.03% +2,915 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,004 shares; 2026Q1: 3,895 shares 3,895 $319K 0.03% -109 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 924 shares; 2026Q1: 1,602 shares 1,602 $316K 0.03% +678 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 281 shares; 2025Q4: 288 shares; 2026Q1: 352 shares 352 $315K 0.03% +64 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,530 shares 4,530 $314K 0.03% new Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,625 shares; 2026Q1: 3,093 shares 3,093 $314K 0.03% +468 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,582 shares 7,582 $311K 0.03% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,242 shares; 2026Q1: 5,680 shares 5,680 $306K 0.03% -1,562 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 8,386 shares; 2025Q1: 8,386 shares; 2025Q2: 8,386 shares; 2025Q3: 8,386 shares; 2025Q4: 8,386 shares; 2026Q1: 8,386 shares 8,386 $306K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 763 shares; 2025Q1: 850 shares; 2025Q2: 872 shares; 2025Q3: 1,015 shares; 2025Q4: 2,179 shares; 2026Q1: 1,538 shares 1,538 $305K 0.03% -641 Timeline GROW U S GLOBAL INVS INC More: the full row for U S GLOBAL INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 522,967 shares; 2026Q1: 122,967 shares 122,967 $305K 0.03% -400,000 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,308 shares 2,308 $305K 0.03% new Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,484 shares; 2026Q1: 18,484 shares 18,484 $304K 0.03% 0 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,610 shares; 2026Q1: 5,602 shares 5,602 $304K 0.03% -8 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 887 shares; 2026Q1: 953 shares 953 $303K 0.03% +66 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,000 shares 4,000 $303K 0.03% new Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 691 shares; 2026Q1: 508 shares 508 $301K 0.03% -183 Timeline VMD VIEMED HEALTHCARE INC More: the full row for VIEMED HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,100 shares; 2026Q1: 32,285 shares 32,285 $297K 0.03% -97,815 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,128 shares 2,128 $297K 0.03% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46 shares; 2026Q1: 45 shares 45 $297K 0.03% -1 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,010 shares; 2026Q1: 4,325 shares 4,325 $295K 0.03% +315 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,477 shares; 2024Q4: 4,718 shares; 2025Q1: 3,799 shares; 2025Q2: 3,568 shares; 2025Q3: 3,249 shares; 2025Q4: 2,388 shares; 2026Q1: 2,204 shares 2,204 $293K 0.03% -184 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,203 shares 2,203 $293K 0.03% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,158 shares; 2026Q1: 1,172 shares 1,172 $293K 0.03% +14 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,673 shares; 2025Q4: 13,492 shares; 2026Q1: 13,547 shares 13,547 $291K 0.03% +55 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,787 shares 1,787 $290K 0.03% new Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,927 shares; 2026Q1: 10,471 shares 10,471 $290K 0.03% +2,544 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,613 shares; 2025Q3: 10,695 shares; 2025Q4: 10,814 shares; 2026Q1: 10,891 shares 10,891 $290K 0.03% +77 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,475 shares; 2026Q1: 12,475 shares 12,475 $289K 0.03% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,390 shares 11,390 $289K 0.03% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $288K 0.03% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,919 shares 6,919 $288K 0.03% new Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,798 shares; 2026Q1: 7,081 shares 7,081 $287K 0.03% -717 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,385 shares 2,385 $286K 0.03% new Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,818 shares 16,818 $286K 0.03% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,412 shares 2,412 $285K 0.03% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,701 shares; 2026Q1: 7,472 shares 7,472 $284K 0.03% +2,771 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,360 shares; 2026Q1: 6,360 shares 6,360 $284K 0.03% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,730 shares; 2026Q1: 16,850 shares 16,850 $283K 0.03% -880 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,128 shares 1,128 $281K 0.03% new Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,610 shares 6,610 $281K 0.03% new Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,414 shares; 2026Q1: 9,134 shares 9,134 $281K 0.03% +2,720 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,827 shares; 2026Q1: 2,978 shares 2,978 $280K 0.03% +151 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,932 shares 4,932 $278K 0.03% new Timeline LYTS LSI INDS INC OHIO More: the full row for LSI INDS INC OHIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,854 shares; 2026Q1: 14,854 shares 14,854 $276K 0.02% -38,000 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,863 shares 3,863 $276K 0.02% new Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 768 shares 768 $275K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,175 shares; 2026Q1: 2,315 shares 2,315 $275K 0.02% -8,860 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461 shares; 2026Q1: 613 shares 613 $274K 0.02% +152 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: 5,665 shares; 2024Q4: 9,061 shares; 2025Q1: 9,062 shares; 2025Q2: 5,793 shares; 2025Q3: 3,100 shares; 2025Q4: 3,116 shares; 2026Q1: 2,980 shares 2,980 $273K 0.02% -136 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,279 shares; 2024Q4: 32,575 shares; 2025Q1: 22,086 shares; 2025Q2: 20,537 shares; 2025Q3: 19,638 shares; 2025Q4: 14,842 shares; 2026Q1: 14,895 shares 14,895 $272K 0.02% +53 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: 52,471 shares; 2024Q4: 3,789 shares; 2025Q1: 3,742 shares; 2025Q2: 3,443 shares; 2025Q3: 3,458 shares; 2025Q4: 3,638 shares; 2026Q1: 2,929 shares 2,929 $272K 0.02% -709 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,317 shares; 2026Q1: 1,711 shares 1,711 $271K 0.02% +394 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 642 shares; 2026Q1: 786 shares 786 $270K 0.02% +144 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,323 shares 1,323 $270K 0.02% new 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: 15,299 shares; 2024Q4: 29,005 shares; 2025Q1: 32,867 shares; 2025Q2: 24,779 shares; 2025Q3: 24,049 shares; 2025Q4: 2,300 shares; 2026Q1: 1,485 shares 1,485 $269K 0.02% -815 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,577 shares 3,577 $269K 0.02% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,252 shares 1,252 $268K 0.02% new Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,015 shares 2,015 $268K 0.02% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,860 shares 2,860 $267K 0.02% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 669 shares 669 $265K 0.02% new Timeline EZPW EZCORP INC More: the full row for EZCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 80,400 shares; 2026Q1: 10,439 shares 10,439 $265K 0.02% -69,961 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,150 shares; 2026Q1: 1,850 shares 1,850 $264K 0.02% -300 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,315 shares 11,315 $263K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 199 shares 199 $263K 0.02% new Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 666 shares 666 $263K 0.02% new 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: 1,288 shares; 2024Q4: 1,299 shares; 2025Q1: 1,320 shares; 2025Q2: 1,472 shares; 2025Q3: 1,373 shares; 2025Q4: 1,468 shares; 2026Q1: 984 shares 984 $262K 0.02% -484 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,864 shares 1,864 $260K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,906 shares; 2026Q1: 6,984 shares 6,984 $260K 0.02% -922 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 1,039 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121 shares; 2025Q4: 2,613 shares; 2026Q1: 1,515 shares 1,515 $258K 0.02% -1,098 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,775 shares 2,775 $258K 0.02% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: 1,490 shares; 2025Q1: 1,490 shares; 2025Q2: not reported; 2025Q3: 1,914 shares; 2025Q4: 1,937 shares; 2026Q1: 1,202 shares 1,202 $257K 0.02% -735 Timeline NPKI NPK INTERNATIONAL INC More: the full row for NPK INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 138,500 shares; 2026Q1: 17,715 shares 17,715 $257K 0.02% -120,785 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 471 shares 471 $254K 0.02% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,306 shares; 2026Q1: 1,018 shares 1,018 $253K 0.02% -288 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 668 shares; 2025Q3: 682 shares; 2025Q4: 702 shares; 2026Q1: 703 shares 703 $252K 0.02% +1 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,529 shares; 2025Q1: not reported; 2025Q2: 1,530 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 782 shares 782 $252K 0.02% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,523 shares 2,523 $250K 0.02% new Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,553 shares 1,553 $249K 0.02% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 569 shares; 2025Q2: 569 shares; 2025Q3: 571 shares; 2025Q4: 595 shares; 2026Q1: 569 shares 569 $249K 0.02% -26 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 638 shares 638 $248K 0.02% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,014 shares 1,014 $248K 0.02% new Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 128,398 shares; 2026Q1: 18,423 shares 18,423 $248K 0.02% -109,975 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,690 shares; 2026Q1: 8,694 shares 8,694 $247K 0.02% -14,996 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,316 shares 4,316 $246K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 507 shares 507 $246K 0.02% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470 $246K 0.02% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,157 shares; 2026Q1: 5,513 shares 5,513 $245K 0.02% +356 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,541 shares 1,541 $242K 0.02% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 849 shares; 2026Q1: 886 shares 886 $240K 0.02% +37 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,894 shares 9,894 $239K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,879 shares 8,879 $239K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 860 shares 860 $239K 0.02% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares 784 $238K 0.02% new Timeline