PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512,025 shares; 2024Q4: 517,847 shares; 2025Q1: 525,237 shares; 2025Q2: 525,237 shares; 2025Q3: 540,729 shares; 2025Q4: 515,715 shares; 2026Q1: 503,630 shares 503,630 $23.9M 8.27% -12,085 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: 42,959 shares; 2024Q4: 43,404 shares; 2025Q1: 44,286 shares; 2025Q2: 44,286 shares; 2025Q3: 43,911 shares; 2025Q4: 43,709 shares; 2026Q1: 43,958 shares 43,958 $11.2M 3.85% +249 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: 26,042 shares; 2024Q4: 26,559 shares; 2025Q1: 26,518 shares; 2025Q2: 26,518 shares; 2025Q3: 25,496 shares; 2025Q4: 24,961 shares; 2026Q1: 24,779 shares 24,779 $7.95M 2.75% -182 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: 4,044 shares; 2025Q4: 143,635 shares; 2026Q1: 134,729 shares 134,729 $7.8M 2.69% -8,906 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: 17,225 shares; 2024Q4: 17,088 shares; 2025Q1: 12,635 shares; 2025Q2: 12,635 shares; 2025Q3: 23,432 shares; 2025Q4: 20,230 shares; 2026Q1: 16,625 shares 16,625 $7.09M 2.45% -3,605 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: 25,526 shares; 2024Q4: 25,775 shares; 2025Q1: 26,479 shares; 2025Q2: 26,479 shares; 2025Q3: 30,522 shares; 2025Q4: 30,276 shares; 2026Q1: 32,952 shares 32,952 $6.86M 2.37% +2,676 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,913 shares; 2024Q4: 17,766 shares; 2025Q1: 17,727 shares; 2025Q2: 17,727 shares; 2025Q3: 22,469 shares; 2025Q4: 117,829 shares; 2026Q1: 128,573 shares 128,573 $6.71M 2.32% +10,744 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: 15,352 shares; 2024Q4: 15,899 shares; 2025Q1: 16,233 shares; 2025Q2: 16,233 shares; 2025Q3: 15,848 shares; 2025Q4: 16,085 shares; 2026Q1: 17,967 shares 17,967 $6.65M 2.3% +1,882 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: 34,038 shares; 2024Q4: 33,666 shares; 2025Q1: 27,627 shares; 2025Q2: 27,627 shares; 2025Q3: 37,889 shares; 2025Q4: 39,014 shares; 2026Q1: 37,856 shares 37,856 $6.6M 2.28% -1,158 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: 10,629 shares; 2024Q4: 10,780 shares; 2025Q1: 10,428 shares; 2025Q2: 10,428 shares; 2025Q3: 10,033 shares; 2025Q4: 9,691 shares; 2026Q1: 9,482 shares 9,482 $5.67M 1.96% -209 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: 28,580 shares; 2024Q4: 29,751 shares; 2025Q1: 30,059 shares; 2025Q2: 30,059 shares; 2025Q3: 29,784 shares; 2025Q4: 28,628 shares; 2026Q1: 28,393 shares 28,393 $4.82M 1.66% -235 Timeline DCRE DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,379 shares; 2024Q4: 92,479 shares; 2025Q1: 93,527 shares; 2025Q2: 93,527 shares; 2025Q3: 94,254 shares; 2025Q4: 93,509 shares; 2026Q1: 92,033 shares 92,033 $4.78M 1.65% -1,476 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: 9,620 shares; 2024Q4: 10,456 shares; 2025Q1: 13,801 shares; 2025Q2: 13,801 shares; 2025Q3: 15,111 shares; 2025Q4: 15,251 shares; 2026Q1: 15,780 shares 15,780 $4.64M 1.6% +529 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: 5,873 shares; 2024Q4: 6,083 shares; 2025Q1: 6,236 shares; 2025Q2: 6,236 shares; 2025Q3: 7,664 shares; 2025Q4: 8,351 shares; 2026Q1: 7,892 shares 7,892 $4.52M 1.56% -459 Timeline IVLU 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: 93,246 shares; 2025Q2: 93,246 shares; 2025Q3: 120,903 shares; 2025Q4: 109,980 shares; 2026Q1: 107,107 shares 107,107 $4.25M 1.47% -2,873 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: 13,647 shares; 2024Q4: 14,502 shares; 2025Q1: 14,837 shares; 2025Q2: 14,837 shares; 2025Q3: 12,186 shares; 2025Q4: 11,422 shares; 2026Q1: 12,273 shares 12,273 $3.8M 1.31% +851 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,926 shares; 2024Q4: 30,352 shares; 2025Q1: 29,953 shares; 2025Q2: 29,953 shares; 2025Q3: 32,691 shares; 2025Q4: 32,922 shares; 2026Q1: 32,482 shares 32,482 $3.3M 1.14% -440 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 5,987 shares; 2025Q1: 10,306 shares; 2025Q2: 10,306 shares; 2025Q3: 9,502 shares; 2025Q4: 7,556 shares; 2026Q1: 4,842 shares 4,842 $3.15M 1.09% -2,714 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: 4,057 shares; 2024Q4: 3,951 shares; 2025Q1: 3,945 shares; 2025Q2: 3,945 shares; 2025Q3: 5,076 shares; 2025Q4: 5,002 shares; 2026Q1: 44,741 shares 44,741 $3.12M 1.08% +39,739 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: 22,592 shares; 2024Q4: 23,001 shares; 2025Q1: 23,585 shares; 2025Q2: 23,585 shares; 2025Q3: 23,618 shares; 2025Q4: 24,806 shares; 2026Q1: 24,834 shares 24,834 $3.09M 1.07% +28 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: 28,465 shares; 2024Q4: 29,603 shares; 2025Q1: 28,444 shares; 2025Q2: 28,444 shares; 2025Q3: 27,220 shares; 2025Q4: 30,879 shares; 2026Q1: 31,050 shares 31,050 $3.08M 1.06% +171 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: 12,162 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,057 shares; 2025Q4: 78,528 shares; 2026Q1: 72,361 shares 72,361 $3.08M 1.06% -6,167 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: 13,031 shares; 2024Q4: 18,751 shares; 2025Q1: 25,322 shares; 2025Q2: 25,322 shares; 2025Q3: 11,529 shares; 2025Q4: 14,308 shares; 2026Q1: 12,819 shares 12,819 $2.74M 0.95% -1,489 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: 18,229 shares; 2024Q4: 18,820 shares; 2025Q1: 18,806 shares; 2025Q2: 18,806 shares; 2025Q3: 18,815 shares; 2025Q4: 18,849 shares; 2026Q1: 13,104 shares 13,104 $2.71M 0.94% -5,745 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: 11,718 shares; 2024Q4: 14,323 shares; 2025Q1: 9,884 shares; 2025Q2: 9,884 shares; 2025Q3: 8,639 shares; 2025Q4: 12,133 shares; 2026Q1: 10,905 shares 10,905 $2.7M 0.93% -1,228 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 4,541 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,727 shares; 2025Q4: 4,728 shares; 2026Q1: 4,730 shares 4,730 $2.6M 0.9% +2 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,182 shares; 2026Q1: 61,355 shares 61,355 $2.57M 0.89% +4,173 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: 5,441 shares; 2024Q4: 5,884 shares; 2025Q1: 6,193 shares; 2025Q2: 6,193 shares; 2025Q3: 4,226 shares; 2025Q4: 4,181 shares; 2026Q1: 4,313 shares 4,313 $2.49M 0.86% +132 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: 9,434 shares; 2024Q4: 9,374 shares; 2025Q1: 9,271 shares; 2025Q2: 9,271 shares; 2025Q3: 8,977 shares; 2025Q4: 17,217 shares; 2026Q1: 17,143 shares 17,143 $2.28M 0.79% -74 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,616 shares; 2024Q4: 41,091 shares; 2025Q1: 39,374 shares; 2025Q2: 39,374 shares; 2025Q3: 19,796 shares; 2025Q4: 19,716 shares; 2026Q1: 23,349 shares 23,349 $2.27M 0.78% +3,633 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: 10,305 shares; 2024Q4: 10,297 shares; 2025Q1: 10,324 shares; 2025Q2: 10,324 shares; 2025Q3: 10,527 shares; 2025Q4: 10,327 shares; 2026Q1: 10,250 shares 10,250 $2.2M 0.76% -77 Timeline VLUE 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: 16,910 shares; 2026Q1: 14,278 shares 14,278 $2.03M 0.7% -2,632 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,913 shares; 2024Q4: 4,302 shares; 2025Q1: 4,263 shares; 2025Q2: 4,263 shares; 2025Q3: 4,336 shares; 2025Q4: 4,351 shares; 2026Q1: 4,549 shares 4,549 $1.97M 0.68% +198 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,252 shares; 2024Q4: 3,255 shares; 2025Q1: 3,485 shares; 2025Q2: 3,485 shares; 2025Q3: 7,908 shares; 2025Q4: 7,615 shares; 2026Q1: 8,764 shares 8,764 $1.91M 0.66% +1,149 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: 4,687 shares; 2024Q4: 5,280 shares; 2025Q1: 5,255 shares; 2025Q2: 5,255 shares; 2025Q3: 7,663 shares; 2025Q4: 7,214 shares; 2026Q1: 5,941 shares 5,941 $1.89M 0.65% -1,273 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: 24,263 shares; 2024Q4: 24,288 shares; 2025Q1: 24,371 shares; 2025Q2: 24,371 shares; 2025Q3: 24,746 shares; 2025Q4: 24,588 shares; 2026Q1: 24,577 shares 24,577 $1.85M 0.64% -11 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: 5,194 shares; 2024Q4: 5,623 shares; 2025Q1: 4,539 shares; 2025Q2: 4,539 shares; 2025Q3: 4,648 shares; 2025Q4: 4,636 shares; 2026Q1: 5,048 shares 5,048 $1.81M 0.62% +412 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: 3,114 shares; 2024Q4: 2,794 shares; 2025Q1: 2,739 shares; 2025Q2: 2,739 shares; 2025Q3: 2,755 shares; 2025Q4: 2,712 shares; 2026Q1: 2,699 shares 2,699 $1.76M 0.61% -13 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,886 shares; 2024Q4: 2,439 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares; 2025Q3: 4,202 shares; 2025Q4: 4,183 shares; 2026Q1: 3,741 shares 3,741 $1.73M 0.6% -442 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: 6,823 shares; 2024Q4: 7,730 shares; 2025Q1: 7,890 shares; 2025Q2: 7,890 shares; 2025Q3: 8,592 shares; 2025Q4: 8,445 shares; 2026Q1: 6,856 shares 6,856 $1.68M 0.58% -1,589 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: 8,855 shares; 2024Q4: 7,799 shares; 2025Q1: 7,412 shares; 2025Q2: 7,412 shares; 2025Q3: 7,520 shares; 2025Q4: 7,950 shares; 2026Q1: 6,755 shares 6,755 $1.65M 0.57% -1,195 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,891 shares; 2024Q4: 6,334 shares; 2025Q1: 4,318 shares; 2025Q2: 4,318 shares; 2025Q3: 4,270 shares; 2025Q4: 4,584 shares; 2026Q1: 4,685 shares 4,685 $1.54M 0.53% +101 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: 1,745 shares; 2024Q4: 2,031 shares; 2025Q1: 2,225 shares; 2025Q2: 2,225 shares; 2025Q3: 2,544 shares; 2025Q4: 2,732 shares; 2026Q1: 4,994 shares 4,994 $1.51M 0.52% +2,262 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: 29,554 shares; 2024Q4: 23,116 shares; 2025Q1: 25,508 shares; 2025Q2: 25,508 shares; 2025Q3: 24,363 shares; 2025Q4: 23,295 shares; 2026Q1: 22,345 shares 22,345 $1.51M 0.52% -950 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,626 shares; 2024Q4: 17,791 shares; 2025Q1: 37,641 shares; 2025Q2: 37,641 shares; 2025Q3: 17,662 shares; 2025Q4: 17,043 shares; 2026Q1: 16,013 shares 16,013 $1.49M 0.51% -1,030 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,803 shares; 2024Q4: 6,722 shares; 2025Q1: 6,620 shares; 2025Q2: 6,620 shares; 2025Q3: 6,685 shares; 2025Q4: 6,844 shares; 2026Q1: 4,979 shares 4,979 $1.47M 0.51% -1,865 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,505 shares 26,505 $1.43M 0.49% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,874 shares; 2024Q4: 17,729 shares; 2025Q1: 17,442 shares; 2025Q2: 17,442 shares; 2025Q3: 16,666 shares; 2025Q4: 16,013 shares; 2026Q1: 15,675 shares 15,675 $1.42M 0.49% -338 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: 3,264 shares; 2024Q4: 3,326 shares; 2025Q1: 1,328 shares; 2025Q2: 1,328 shares; 2025Q3: 1,503 shares; 2025Q4: 1,636 shares; 2026Q1: 4,362 shares 4,362 $1.36M 0.47% +2,726 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: 6,196 shares; 2024Q4: 7,056 shares; 2025Q1: 7,544 shares; 2025Q2: 7,544 shares; 2025Q3: 7,539 shares; 2025Q4: 7,159 shares; 2026Q1: 7,201 shares 7,201 $1.31M 0.45% +42 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: 2,456 shares; 2024Q4: 2,430 shares; 2025Q1: 1,881 shares; 2025Q2: 1,881 shares; 2025Q3: 1,839 shares; 2025Q4: 1,815 shares; 2026Q1: 1,542 shares 1,542 $1.3M 0.45% -273 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,216 shares; 2025Q2: 5,216 shares; 2025Q3: 5,128 shares; 2025Q4: 5,015 shares; 2026Q1: 16,756 shares 16,756 $1.3M 0.45% +11,741 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: 11,707 shares; 2024Q4: 11,671 shares; 2025Q1: 11,867 shares; 2025Q2: 11,867 shares; 2025Q3: 12,118 shares; 2025Q4: 11,418 shares; 2026Q1: 10,226 shares 10,226 $1.27M 0.44% -1,192 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: 4,453 shares; 2024Q4: 4,876 shares; 2025Q1: 4,868 shares; 2025Q2: 4,868 shares; 2025Q3: 5,080 shares; 2025Q4: 5,016 shares; 2026Q1: 3,843 shares 3,843 $1.25M 0.43% -1,173 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,519 shares; 2024Q4: 12,865 shares; 2025Q1: 16,794 shares; 2025Q2: 16,794 shares; 2025Q3: 18,079 shares; 2025Q4: 17,939 shares; 2026Q1: 22,625 shares 22,625 $1.19M 0.41% +4,686 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 21,541 shares; 2025Q1: 14,623 shares; 2025Q2: 14,623 shares; 2025Q3: 14,990 shares; 2025Q4: 14,480 shares; 2026Q1: 24,525 shares 24,525 $1.15M 0.4% +10,045 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: 1,064 shares; 2024Q4: 1,064 shares; 2025Q1: 1,263 shares; 2025Q2: 1,263 shares; 2025Q3: 2,388 shares; 2025Q4: 2,375 shares; 2026Q1: 1,860 shares 1,860 $1.15M 0.4% -515 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 53,627 shares; 2026Q1: 61,277 shares 61,277 $1.14M 0.4% +7,650 Timeline JIG 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: 13,893 shares; 2024Q4: 13,830 shares; 2025Q1: 13,830 shares; 2025Q2: 13,830 shares; 2025Q3: 13,669 shares; 2025Q4: 15,239 shares; 2026Q1: 15,133 shares 15,133 $1.12M 0.39% -106 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: 8,812 shares; 2024Q4: 9,667 shares; 2025Q1: 9,666 shares; 2025Q2: 9,666 shares; 2025Q3: 9,676 shares; 2025Q4: 9,498 shares; 2026Q1: 8,544 shares 8,544 $1.12M 0.39% -954 Timeline VOLT TEMA ETF TRUST More: the full row for TEMA ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,505 shares 32,505 $1.11M 0.38% new Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS BDC 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: 121,880 shares; 2026Q1: 122,912 shares 122,912 $1.09M 0.38% +1,032 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: 22,101 shares; 2024Q4: 19,388 shares; 2025Q1: 6,182 shares; 2025Q2: 6,182 shares; 2025Q3: 6,185 shares; 2025Q4: 7,680 shares; 2026Q1: 7,312 shares 7,312 $1.08M 0.37% -368 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY 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: not reported; 2026Q1: 34,166 shares 34,166 $1.07M 0.37% new Timeline FMC FMC CORP More: the full row for FMC 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: 61,661 shares 61,661 $1.06M 0.37% new Timeline ILCV 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: 11,283 shares; 2024Q4: 11,283 shares; 2025Q1: 11,283 shares; 2025Q2: 11,283 shares; 2025Q3: 11,283 shares; 2025Q4: 11,283 shares; 2026Q1: 11,283 shares 11,283 $1.05M 0.36% 0 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: 19,839 shares; 2025Q4: 45,568 shares; 2026Q1: 60,530 shares 60,530 $1.03M 0.36% +14,962 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,289 shares; 2024Q4: 7,381 shares; 2025Q1: 7,569 shares; 2025Q2: 7,569 shares; 2025Q3: 5,453 shares; 2025Q4: 7,075 shares; 2026Q1: 5,105 shares 5,105 $1.01M 0.35% -1,970 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,136 shares; 2024Q4: 4,482 shares; 2025Q1: 4,546 shares; 2025Q2: 4,546 shares; 2025Q3: 4,613 shares; 2025Q4: 4,592 shares; 2026Q1: 3,426 shares 3,426 $995K 0.34% -1,166 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: 3,490 shares; 2024Q4: 3,524 shares; 2025Q1: 6,967 shares; 2025Q2: 6,967 shares; 2025Q3: 7,058 shares; 2025Q4: 7,133 shares; 2026Q1: 3,998 shares 3,998 $969K 0.33% -3,135 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,327 shares; 2024Q4: 4,782 shares; 2025Q1: 4,741 shares; 2025Q2: 4,741 shares; 2025Q3: 4,847 shares; 2025Q4: 4,848 shares; 2026Q1: 4,893 shares 4,893 $959K 0.33% +45 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: 15,308 shares; 2024Q4: 17,766 shares; 2025Q1: 17,861 shares; 2025Q2: 17,861 shares; 2025Q3: 21,066 shares; 2025Q4: 23,512 shares; 2026Q1: 25,319 shares 25,319 $958K 0.33% +1,807 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 42,230 shares 42,230 $950K 0.33% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,628 shares; 2025Q1: 7,532 shares; 2025Q2: 7,532 shares; 2025Q3: 7,655 shares; 2025Q4: 7,633 shares; 2026Q1: 6,324 shares 6,324 $922K 0.32% -1,309 Timeline IWN 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: 1,320 shares; 2024Q4: 1,302 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 1,331 shares; 2026Q1: 4,818 shares 4,818 $913K 0.32% +3,487 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: 4,418 shares; 2024Q4: 4,080 shares; 2025Q1: 4,081 shares; 2025Q2: 4,081 shares; 2025Q3: 4,185 shares; 2025Q4: 4,506 shares; 2026Q1: 11,469 shares 11,469 $913K 0.32% +6,963 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: 990 shares; 2025Q2: 990 shares; 2025Q3: 1,009 shares; 2025Q4: 1,004 shares; 2026Q1: 1,679 shares 1,679 $903K 0.31% +675 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,982 shares; 2026Q1: 26,728 shares 26,728 $902K 0.31% -17,254 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: 18,013 shares; 2024Q4: 20,924 shares; 2025Q1: 20,523 shares; 2025Q2: 20,523 shares; 2025Q3: 20,774 shares; 2025Q4: 20,522 shares; 2026Q1: 17,830 shares 17,830 $895K 0.31% -2,692 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: 11,848 shares; 2024Q4: 12,923 shares; 2025Q1: 12,972 shares; 2025Q2: 12,972 shares; 2025Q3: 13,185 shares; 2025Q4: 12,997 shares; 2026Q1: 10,256 shares 10,256 $889K 0.31% -2,741 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,115 shares 6,115 $888K 0.31% new 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: 13,775 shares; 2024Q4: 12,103 shares; 2025Q1: 11,227 shares; 2025Q2: 11,227 shares; 2025Q3: 13,248 shares; 2025Q4: 11,584 shares; 2026Q1: 9,053 shares 9,053 $879K 0.3% -2,531 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: 15,215 shares 15,215 $849K 0.29% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,677 shares; 2025Q1: 10,705 shares; 2025Q2: 10,705 shares; 2025Q3: 10,930 shares; 2025Q4: 11,326 shares; 2026Q1: 13,675 shares 13,675 $837K 0.29% +2,349 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,536 shares; 2025Q4: 7,162 shares; 2026Q1: 9,882 shares 9,882 $835K 0.29% +2,720 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: 2,314 shares; 2024Q4: 2,982 shares; 2025Q1: 3,364 shares; 2025Q2: 3,364 shares; 2025Q3: 2,825 shares; 2025Q4: 2,899 shares; 2026Q1: 2,900 shares 2,900 $834K 0.29% +1 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: 5,808 shares; 2024Q4: 5,550 shares; 2025Q1: 5,550 shares; 2025Q2: 5,550 shares; 2025Q3: 4,766 shares; 2025Q4: 4,574 shares; 2026Q1: 4,558 shares 4,558 $820K 0.28% -16 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: 2,583 shares; 2024Q4: 3,248 shares; 2025Q1: 3,874 shares; 2025Q2: 3,874 shares; 2025Q3: 4,285 shares; 2025Q4: 4,523 shares; 2026Q1: 4,246 shares 4,246 $819K 0.28% -277 Timeline PVH PVH CORPORATION More: the full row for PVH 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: 11,716 shares 11,716 $817K 0.28% new Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 444 shares; 2024Q4: 364 shares; 2025Q1: 525 shares; 2025Q2: 525 shares; 2025Q3: 1,156 shares; 2025Q4: 1,144 shares; 2026Q1: 883 shares 883 $812K 0.28% -261 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION 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: 5,351 shares 5,351 $803K 0.28% new 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: 5,163 shares; 2024Q4: 5,113 shares; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,428 shares; 2025Q4: 5,428 shares; 2026Q1: 5,428 shares 5,428 $792K 0.27% 0 Timeline VLU 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: 3,930 shares; 2024Q4: 3,831 shares; 2025Q1: 3,778 shares; 2025Q2: 3,778 shares; 2025Q3: 3,750 shares; 2025Q4: 3,678 shares; 2026Q1: 3,666 shares 3,666 $788K 0.27% -12 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: 3,581 shares; 2024Q4: 4,452 shares; 2025Q1: 4,475 shares; 2025Q2: 4,475 shares; 2025Q3: 4,764 shares; 2025Q4: 5,069 shares; 2026Q1: 8,422 shares 8,422 $782K 0.27% +3,353 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,381 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,811 shares; 2025Q4: 1,778 shares; 2026Q1: 1,798 shares 1,798 $774K 0.27% +20 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: 1,284 shares; 2025Q4: 3,660 shares; 2026Q1: 5,051 shares 5,051 $773K 0.27% +1,391 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,738 shares; 2024Q4: 5,545 shares; 2025Q1: 5,292 shares; 2025Q2: 5,292 shares; 2025Q3: 24,783 shares; 2025Q4: 11,243 shares; 2026Q1: 6,008 shares 6,008 $770K 0.27% -5,235 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS 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: not reported; 2026Q1: 93,940 shares 93,940 $766K 0.26% new Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC 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: 88,382 shares; 2026Q1: 91,509 shares 91,509 $753K 0.26% +3,127 Timeline FMB 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: 10,209 shares; 2024Q4: 9,850 shares; 2025Q1: 9,845 shares; 2025Q2: 9,845 shares; 2025Q3: 14,961 shares; 2025Q4: 14,803 shares; 2026Q1: 14,803 shares 14,803 $750K 0.26% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS 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: 8,242 shares; 2025Q4: 21,430 shares; 2026Q1: 32,994 shares 32,994 $735K 0.25% +11,564 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: not reported; 2026Q1: 2,977 shares 2,977 $727K 0.25% new Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER 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: not reported; 2026Q1: 3,355 shares 3,355 $724K 0.25% new 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: 5,441 shares; 2024Q4: 5,536 shares; 2025Q1: 4,602 shares; 2025Q2: 4,602 shares; 2025Q3: 4,777 shares; 2025Q4: 4,785 shares; 2026Q1: 2,351 shares 2,351 $711K 0.25% -2,434 Timeline VIS 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: 3,408 shares; 2024Q4: 3,408 shares; 2025Q1: 3,408 shares; 2025Q2: 3,408 shares; 2025Q3: 3,087 shares; 2025Q4: 3,041 shares; 2026Q1: 2,263 shares 2,263 $707K 0.24% -778 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON 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: 16,620 shares 16,620 $702K 0.24% new 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: 1,264 shares; 2024Q4: 1,779 shares; 2025Q1: 3,089 shares; 2025Q2: 3,089 shares; 2025Q3: 3,284 shares; 2025Q4: 3,355 shares; 2026Q1: 3,637 shares 3,637 $698K 0.24% +282 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: 10,337 shares; 2024Q4: 10,264 shares; 2025Q1: 10,264 shares; 2025Q2: 10,264 shares; 2025Q3: 8,211 shares; 2025Q4: 7,629 shares; 2026Q1: 7,523 shares 7,523 $698K 0.24% -106 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS 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: not reported; 2026Q1: 39,590 shares 39,590 $698K 0.24% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is 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: 14,596 shares 14,596 $694K 0.24% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 3,000 shares; 2025Q1: 2,996 shares; 2025Q2: 2,996 shares; 2025Q3: 3,059 shares; 2025Q4: 2,956 shares; 2026Q1: 2,855 shares 2,855 $693K 0.24% -101 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,308 shares; 2026Q1: 2,046 shares 2,046 $691K 0.24% -262 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,160 shares; 2024Q4: 5,155 shares; 2025Q1: 5,195 shares; 2025Q2: 5,195 shares; 2025Q3: 5,189 shares; 2025Q4: 5,174 shares; 2026Q1: 5,174 shares 5,174 $685K 0.24% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,904 shares 11,904 $681K 0.24% new Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,004 shares 12,004 $679K 0.23% new 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: 10,015 shares; 2024Q4: 10,020 shares; 2025Q1: 10,015 shares; 2025Q2: 10,015 shares; 2025Q3: 10,000 shares; 2025Q4: 10,045 shares; 2026Q1: 10,047 shares 10,047 $675K 0.23% +2 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: not reported; 2026Q1: 9,873 shares 9,873 $674K 0.23% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,991 shares; 2024Q4: 2,074 shares; 2025Q1: 1,791 shares; 2025Q2: 1,791 shares; 2025Q3: 1,803 shares; 2025Q4: 1,825 shares; 2026Q1: 1,902 shares 1,902 $669K 0.23% +77 Timeline IJT 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: 3,049 shares; 2024Q4: 3,003 shares; 2025Q1: 2,889 shares; 2025Q2: 2,889 shares; 2025Q3: 3,808 shares; 2025Q4: 4,645 shares; 2026Q1: 4,562 shares 4,562 $660K 0.23% -83 Timeline ADNT ADIENT PLC More: the full row for ADIENT 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: 32,339 shares 32,339 $654K 0.23% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,140 shares; 2024Q4: 4,046 shares; 2025Q1: 4,344 shares; 2025Q2: 4,344 shares; 2025Q3: 5,320 shares; 2025Q4: 5,781 shares; 2026Q1: 5,779 shares 5,779 $650K 0.22% -2 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,126 shares; 2024Q4: 1,130 shares; 2025Q1: 1,133 shares; 2025Q2: 1,133 shares; 2025Q3: 1,146 shares; 2025Q4: 1,147 shares; 2026Q1: 1,153 shares 1,153 $649K 0.22% +6 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 3,125 shares; 2025Q2: 3,125 shares; 2025Q3: 3,123 shares; 2025Q4: 3,195 shares; 2026Q1: 2,195 shares 2,195 $630K 0.22% -1,000 Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP 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: 48,092 shares 48,092 $630K 0.22% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 5,364 shares; 2025Q1: 5,980 shares; 2025Q2: 5,980 shares; 2025Q3: 6,987 shares; 2025Q4: 7,905 shares; 2026Q1: 9,206 shares 9,206 $622K 0.21% +1,301 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,164 shares; 2025Q1: 9,608 shares; 2025Q2: 9,608 shares; 2025Q3: 9,238 shares; 2025Q4: 10,113 shares; 2026Q1: 8,370 shares 8,370 $619K 0.21% -1,743 Timeline MRNA MODERNA INC More: the full row for MODERNA 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: 11,652 shares; 2026Q1: 11,657 shares 11,657 $592K 0.2% +5 Timeline JPIB 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: 11,631 shares; 2024Q4: 11,413 shares; 2025Q1: 11,428 shares; 2025Q2: 11,428 shares; 2025Q3: 12,332 shares; 2025Q4: 12,220 shares; 2026Q1: 12,220 shares 12,220 $584K 0.2% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,015 shares; 2024Q4: 5,006 shares; 2025Q1: 4,988 shares; 2025Q2: 4,988 shares; 2025Q3: 4,973 shares; 2025Q4: 4,951 shares; 2026Q1: 4,919 shares 4,919 $583K 0.2% -32 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,750 shares; 2024Q4: 7,750 shares; 2025Q1: 7,750 shares; 2025Q2: 7,750 shares; 2025Q3: 7,750 shares; 2025Q4: 7,750 shares; 2026Q1: 7,750 shares 7,750 $578K 0.2% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,192 shares; 2024Q4: 19,956 shares; 2025Q1: 19,956 shares; 2025Q2: 19,956 shares; 2025Q3: 23,448 shares; 2025Q4: 23,305 shares; 2026Q1: 23,305 shares 23,305 $578K 0.2% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY 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: 3,055 shares; 2026Q1: 5,110 shares 5,110 $574K 0.2% +2,055 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,831 shares; 2025Q1: 1,831 shares; 2025Q2: 1,831 shares; 2025Q3: 1,831 shares; 2025Q4: 1,831 shares; 2026Q1: 1,842 shares 1,842 $535K 0.18% +11 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,620 shares; 2024Q4: 11,487 shares; 2025Q1: 14,418 shares; 2025Q2: 14,418 shares; 2025Q3: 12,224 shares; 2025Q4: 12,224 shares; 2026Q1: 10,182 shares 10,182 $535K 0.18% -2,042 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: 13,554 shares; 2024Q4: 14,893 shares; 2025Q1: 13,695 shares; 2025Q2: 13,695 shares; 2025Q3: 14,108 shares; 2025Q4: 15,357 shares; 2026Q1: 18,378 shares 18,378 $528K 0.18% +3,021 Timeline AMLP 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: 24,887 shares; 2024Q4: 14,842 shares; 2025Q1: 11,129 shares; 2025Q2: 11,129 shares; 2025Q3: 9,992 shares; 2025Q4: 10,974 shares; 2026Q1: 10,002 shares 10,002 $527K 0.18% -972 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: 2,301 shares; 2024Q4: 3,437 shares; 2025Q1: 3,566 shares; 2025Q2: 3,566 shares; 2025Q3: 3,330 shares; 2025Q4: 2,875 shares; 2026Q1: 1,930 shares 1,930 $522K 0.18% -945 Timeline FNDE 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: 14,536 shares; 2024Q4: 13,680 shares; 2025Q1: 13,680 shares; 2025Q2: 13,680 shares; 2025Q3: 13,619 shares; 2025Q4: 13,595 shares; 2026Q1: 13,595 shares 13,595 $520K 0.18% 0 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: 21,057 shares; 2024Q4: 18,205 shares; 2025Q1: 19,363 shares; 2025Q2: 19,363 shares; 2025Q3: 17,051 shares; 2025Q4: 17,052 shares; 2026Q1: 15,462 shares 15,462 $518K 0.18% -1,590 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: 9,607 shares; 2024Q4: 9,294 shares; 2025Q1: 9,104 shares; 2025Q2: 9,104 shares; 2025Q3: 9,661 shares; 2025Q4: 11,082 shares; 2026Q1: 8,898 shares 8,898 $505K 0.17% -2,184 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,253 shares; 2024Q4: 3,253 shares; 2025Q1: 3,253 shares; 2025Q2: 3,253 shares; 2025Q3: 3,253 shares; 2025Q4: 3,253 shares; 2026Q1: 3,253 shares 3,253 $501K 0.17% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,039 shares; 2024Q4: 5,106 shares; 2025Q1: 5,101 shares; 2025Q2: 5,101 shares; 2025Q3: 5,091 shares; 2025Q4: 5,071 shares; 2026Q1: 5,747 shares 5,747 $498K 0.17% +676 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: 2,263 shares; 2025Q1: 2,624 shares; 2025Q2: 2,624 shares; 2025Q3: 2,898 shares; 2025Q4: 3,030 shares; 2026Q1: 3,047 shares 3,047 $487K 0.17% +17 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: 556 shares; 2024Q4: 561 shares; 2025Q1: 564 shares; 2025Q2: 564 shares; 2025Q3: 499 shares; 2025Q4: 466 shares; 2026Q1: 487 shares 487 $485K 0.17% +21 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,573 shares; 2025Q1: 7,897 shares; 2025Q2: 7,897 shares; 2025Q3: 8,046 shares; 2025Q4: 8,327 shares; 2026Q1: 10,255 shares 10,255 $481K 0.17% +1,928 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: 4,551 shares; 2024Q4: 4,548 shares; 2025Q1: 4,747 shares; 2025Q2: 4,747 shares; 2025Q3: 4,769 shares; 2025Q4: 4,773 shares; 2026Q1: 4,734 shares 4,734 $476K 0.16% -39 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: 3,186 shares; 2024Q4: 3,291 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares; 2025Q3: 2,725 shares; 2025Q4: 2,608 shares; 2026Q1: 645 shares 645 $457K 0.16% -1,963 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,931 shares; 2024Q4: 26,063 shares; 2025Q1: 26,181 shares; 2025Q2: 26,181 shares; 2025Q3: 23,830 shares; 2025Q4: 23,380 shares; 2026Q1: 23,519 shares 23,519 $454K 0.16% +139 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,376 shares; 2026Q1: 1,318 shares 1,318 $445K 0.15% -58 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,890 shares; 2024Q4: 8,890 shares; 2025Q1: 8,890 shares; 2025Q2: 8,890 shares; 2025Q3: 8,890 shares; 2025Q4: 8,890 shares; 2026Q1: 8,890 shares 8,890 $444K 0.15% 0 Timeline PID 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: 13,250 shares; 2025Q4: 20,081 shares; 2026Q1: 19,946 shares 19,946 $444K 0.15% -135 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,726 shares; 2024Q4: 30,995 shares; 2025Q1: 30,995 shares; 2025Q2: 30,995 shares; 2025Q3: 36,834 shares; 2025Q4: 18,407 shares; 2026Q1: 18,407 shares 18,407 $444K 0.15% 0 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: 5,570 shares; 2024Q4: 6,279 shares; 2025Q1: 6,186 shares; 2025Q2: 6,186 shares; 2025Q3: 6,137 shares; 2025Q4: 6,434 shares; 2026Q1: 6,753 shares 6,753 $434K 0.15% +319 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: 498 shares; 2025Q4: 518 shares; 2026Q1: 494 shares 494 $431K 0.15% -24 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 15,310 shares; 2025Q4: 25,983 shares; 2026Q1: 25,988 shares 25,988 $427K 0.15% +5 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: not reported; 2025Q1: 8,746 shares; 2025Q2: 8,746 shares; 2025Q3: 12,132 shares; 2025Q4: 10,149 shares; 2026Q1: 11,024 shares 11,024 $424K 0.15% +875 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: 2,790 shares; 2024Q4: 2,791 shares; 2025Q1: 2,792 shares; 2025Q2: 2,792 shares; 2025Q3: 2,793 shares; 2025Q4: 2,795 shares; 2026Q1: 2,796 shares 2,796 $410K 0.14% +1 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,964 shares; 2025Q1: 1,961 shares; 2025Q2: 1,961 shares; 2025Q3: 1,958 shares; 2025Q4: 1,948 shares; 2026Q1: 1,988 shares 1,988 $409K 0.14% +40 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: 17,623 shares; 2024Q4: 18,782 shares; 2025Q1: 20,602 shares; 2025Q2: 20,602 shares; 2025Q3: 11,832 shares; 2025Q4: 9,813 shares; 2026Q1: 3,387 shares 3,387 $407K 0.14% -6,426 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: 3,370 shares; 2025Q1: 5,771 shares; 2025Q2: 5,771 shares; 2025Q3: 5,557 shares; 2025Q4: 4,777 shares; 2026Q1: 1,891 shares 1,891 $404K 0.14% -2,886 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,528 shares; 2024Q4: 5,334 shares; 2025Q1: 6,056 shares; 2025Q2: 6,056 shares; 2025Q3: 6,341 shares; 2025Q4: 6,297 shares; 2026Q1: 6,452 shares 6,452 $404K 0.14% +155 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 840 shares; 2025Q2: 840 shares; 2025Q3: 733 shares; 2025Q4: 761 shares; 2026Q1: 828 shares 828 $397K 0.14% +67 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: 707 shares; 2024Q4: 706 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 664 shares; 2025Q4: 674 shares; 2026Q1: 656 shares 656 $396K 0.14% -18 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,750 shares; 2024Q4: 5,750 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares; 2025Q3: 5,750 shares; 2025Q4: 5,750 shares; 2026Q1: 5,750 shares 5,750 $394K 0.14% 0 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: 3,319 shares; 2024Q4: 3,412 shares; 2025Q1: 4,058 shares; 2025Q2: 4,058 shares; 2025Q3: 4,078 shares; 2025Q4: 4,085 shares; 2026Q1: 4,056 shares 4,056 $391K 0.14% -29 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: 1,368 shares; 2024Q4: 1,425 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,318 shares; 2025Q4: 1,351 shares; 2026Q1: 1,368 shares 1,368 $388K 0.13% +17 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,710 shares 10,710 $380K 0.13% new 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: 3,412 shares; 2024Q4: 3,409 shares; 2025Q1: 3,403 shares; 2025Q2: 3,403 shares; 2025Q3: 3,360 shares; 2025Q4: 3,313 shares; 2026Q1: 3,289 shares 3,289 $372K 0.13% -24 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,447 shares; 2025Q4: 4,879 shares; 2026Q1: 4,810 shares 4,810 $366K 0.13% -69 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: 4,760 shares; 2024Q4: 4,056 shares; 2025Q1: 4,056 shares; 2025Q2: 4,056 shares; 2025Q3: 4,056 shares; 2025Q4: 4,056 shares; 2026Q1: 4,056 shares 4,056 $358K 0.12% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,594 shares; 2024Q4: 1,594 shares; 2025Q1: 1,634 shares; 2025Q2: 1,634 shares; 2025Q3: 1,634 shares; 2025Q4: 1,634 shares; 2026Q1: 1,634 shares 1,634 $357K 0.12% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,421 shares; 2024Q4: 23,719 shares; 2025Q1: 22,663 shares; 2025Q2: 22,663 shares; 2025Q3: 20,690 shares; 2025Q4: 18,763 shares; 2026Q1: 9,163 shares 9,163 $357K 0.12% -9,600 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,121 shares; 2025Q4: 1,087 shares; 2026Q1: 1,084 shares 1,084 $356K 0.12% -3 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,820 shares; 2025Q1: 2,471 shares; 2025Q2: 2,471 shares; 2025Q3: 2,568 shares; 2025Q4: 2,591 shares; 2026Q1: 1,953 shares 1,953 $356K 0.12% -638 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: 12,841 shares; 2024Q4: 7,307 shares; 2025Q1: 5,231 shares; 2025Q2: 5,231 shares; 2025Q3: 4,795 shares; 2025Q4: 5,005 shares; 2026Q1: 3,871 shares 3,871 $355K 0.12% -1,134 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 839 shares; 2024Q4: not reported; 2025Q1: 956 shares; 2025Q2: 956 shares; 2025Q3: 994 shares; 2025Q4: 995 shares; 2026Q1: 1,225 shares 1,225 $352K 0.12% +230 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,142 shares; 2024Q4: 2,086 shares; 2025Q1: 2,136 shares; 2025Q2: 2,136 shares; 2025Q3: 2,339 shares; 2025Q4: 2,370 shares; 2026Q1: 2,389 shares 2,389 $351K 0.12% +19 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: 30,454 shares; 2024Q4: 31,529 shares; 2025Q1: 4,796 shares; 2025Q2: 4,796 shares; 2025Q3: 4,437 shares; 2025Q4: 7,059 shares; 2026Q1: 5,679 shares 5,679 $348K 0.12% -1,380 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,464 shares; 2025Q1: 2,685 shares; 2025Q2: 2,685 shares; 2025Q3: 3,055 shares; 2025Q4: 2,978 shares; 2026Q1: 3,133 shares 3,133 $332K 0.11% +155 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,793 shares; 2024Q4: 8,868 shares; 2025Q1: 9,319 shares; 2025Q2: 9,319 shares; 2025Q3: 9,059 shares; 2025Q4: 9,095 shares; 2026Q1: 9,162 shares 9,162 $322K 0.11% +67 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,033 shares; 2025Q1: 1,033 shares; 2025Q2: 1,033 shares; 2025Q3: 1,033 shares; 2025Q4: 895 shares; 2026Q1: 895 shares 895 $319K 0.11% 0 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: 7,697 shares; 2024Q4: 7,406 shares; 2025Q1: 6,020 shares; 2025Q2: 6,020 shares; 2025Q3: 7,261 shares; 2025Q4: 7,067 shares; 2026Q1: 6,993 shares 6,993 $316K 0.11% -74 Timeline KSS KOHLS CORP More: the full row for KOHLS 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: 14,074 shares; 2026Q1: 24,414 shares 24,414 $315K 0.11% +10,340 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,014 shares; 2024Q4: 1,968 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,589 shares; 2025Q4: 2,589 shares; 2026Q1: 2,589 shares 2,589 $307K 0.11% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is 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: 2,879 shares 2,879 $299K 0.1% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares; 2026Q1: 3,799 shares 3,799 $285K 0.1% -1,580 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: 2,767 shares; 2024Q4: 2,637 shares; 2025Q1: 2,743 shares; 2025Q2: 2,743 shares; 2025Q3: 2,650 shares; 2025Q4: 2,406 shares; 2026Q1: 1,961 shares 1,961 $283K 0.1% -445 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 923 shares; 2024Q4: 923 shares; 2025Q1: 923 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 923 shares 923 $279K 0.1% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,029 shares; 2024Q4: 2,059 shares; 2025Q1: 2,363 shares; 2025Q2: 2,363 shares; 2025Q3: 2,568 shares; 2025Q4: 2,701 shares; 2026Q1: 2,679 shares 2,679 $275K 0.09% -22 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,390 shares; 2025Q4: 11,390 shares; 2026Q1: 11,390 shares 11,390 $273K 0.09% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,287 shares; 2024Q4: 5,302 shares; 2025Q1: 5,450 shares; 2025Q2: 5,450 shares; 2025Q3: 5,415 shares; 2025Q4: not reported; 2026Q1: 2,981 shares 2,981 $269K 0.09% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,611 shares; 2025Q2: 8,611 shares; 2025Q3: 8,274 shares; 2025Q4: not reported; 2026Q1: 9,271 shares 9,271 $269K 0.09% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,697 shares; 2024Q4: 5,683 shares; 2025Q1: 6,246 shares; 2025Q2: 6,246 shares; 2025Q3: 6,271 shares; 2025Q4: 6,365 shares; 2026Q1: 5,483 shares 5,483 $267K 0.09% -882 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,251 shares; 2025Q2: 11,251 shares; 2025Q3: 11,251 shares; 2025Q4: 10,511 shares; 2026Q1: 11,134 shares 11,134 $265K 0.09% +623 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: 2,246 shares; 2024Q4: 8,984 shares; 2025Q1: 8,984 shares; 2025Q2: 8,984 shares; 2025Q3: 8,984 shares; 2025Q4: 8,984 shares; 2026Q1: 8,984 shares 8,984 $262K 0.09% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,257 shares; 2024Q4: 2,251 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,144 shares; 2025Q4: 2,068 shares; 2026Q1: 2,031 shares 2,031 $262K 0.09% -37 Timeline ADEA ADEIA INC More: the full row for ADEIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,805 shares; 2024Q4: 13,640 shares; 2025Q1: 12,553 shares; 2025Q2: 12,553 shares; 2025Q3: 12,542 shares; 2025Q4: 11,307 shares; 2026Q1: 10,806 shares 10,806 $260K 0.09% -501 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: 1,425 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,295 shares; 2025Q4: 1,294 shares; 2026Q1: 1,299 shares 1,299 $259K 0.09% +5 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,033 shares; 2024Q4: 5,465 shares; 2025Q1: 5,442 shares; 2025Q2: 5,442 shares; 2025Q3: 5,459 shares; 2025Q4: 5,498 shares; 2026Q1: 5,532 shares 5,532 $252K 0.09% +34 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,023 shares; 2024Q4: 22,420 shares; 2025Q1: 22,340 shares; 2025Q2: 22,340 shares; 2025Q3: 24,164 shares; 2025Q4: 21,809 shares; 2026Q1: 21,846 shares 21,846 $252K 0.09% +37 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: 269 shares; 2025Q1: 274 shares; 2025Q2: 274 shares; 2025Q3: 258 shares; 2025Q4: 2,560 shares; 2026Q1: 2,610 shares 2,610 $251K 0.09% +50 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER 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: 3,486 shares; 2026Q1: 3,486 shares 3,486 $250K 0.09% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,458 shares; 2025Q4: 5,292 shares; 2026Q1: 5,520 shares 5,520 $248K 0.09% +228 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,798 shares; 2025Q1: 1,822 shares; 2025Q2: 1,822 shares; 2025Q3: 1,805 shares; 2025Q4: 852 shares; 2026Q1: 851 shares 851 $244K 0.08% -1 Timeline TALO TALOS ENERGY INC More: the full row for TALOS 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: 15,118 shares 15,118 $238K 0.08% new 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: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,162 shares 1,162 $236K 0.08% +108 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares; 2025Q3: 1,504 shares; 2025Q4: 1,504 shares; 2026Q1: 1,504 shares 1,504 $228K 0.08% 0 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: not reported; 2025Q2: not reported; 2025Q3: 242 shares; 2025Q4: 240 shares; 2026Q1: 234 shares 234 $225K 0.08% -6 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,664 shares; 2025Q2: 1,664 shares; 2025Q3: not reported; 2025Q4: 1,764 shares; 2026Q1: 1,702 shares 1,702 $223K 0.08% -62 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: 2,620 shares; 2025Q4: 2,620 shares; 2026Q1: 1,590 shares 1,590 $220K 0.08% -1,030 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,558 shares; 2025Q2: 3,558 shares; 2025Q3: 3,490 shares; 2025Q4: not reported; 2026Q1: 3,008 shares 3,008 $219K 0.08% new Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,269 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,131 shares; 2025Q4: 932 shares; 2026Q1: 533 shares 533 $217K 0.07% -399 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: 2,108 shares; 2025Q1: 2,108 shares; 2025Q2: 2,108 shares; 2025Q3: 2,128 shares; 2025Q4: not reported; 2026Q1: 1,642 shares 1,642 $217K 0.07% new Timeline DAN DANA INC More: the full row for DANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,101 shares; 2025Q2: 10,101 shares; 2025Q3: 10,146 shares; 2025Q4: 8,911 shares; 2026Q1: 6,343 shares 6,343 $213K 0.07% -2,568 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,416 shares; 2025Q4: 1,309 shares; 2026Q1: 1,277 shares 1,277 $210K 0.07% -32 Timeline STNG SCORPIO TANKERS INC More: the full row for SCORPIO TANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,778 shares 2,778 $207K 0.07% 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: 10,471 shares; 2025Q4: not reported; 2026Q1: 8,152 shares 8,152 $207K 0.07% new 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: 2,583 shares; 2025Q4: 1,831 shares; 2026Q1: 1,816 shares 1,816 $206K 0.07% -15 Timeline AHCO ADAPTHEALTH CORP More: the full row for ADAPTHEALTH 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: 17,222 shares 17,222 $205K 0.07% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: 13,450 shares; 2025Q4: 10,676 shares; 2026Q1: 17,560 shares 17,560 $166K 0.06% +6,884 Timeline ALM ALMONTY INDS INC More: the full row for ALMONTY 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: not reported; 2026Q1: 11,121 shares 11,121 $161K 0.06% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,040 shares; 2024Q4: 13,040 shares; 2025Q1: 11,040 shares; 2025Q2: 11,040 shares; 2025Q3: 11,000 shares; 2025Q4: 11,034 shares; 2026Q1: 11,000 shares 11,000 $50.9K 0.02% -34 Timeline