ACIO 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: 1,104,496 shares; 2024Q4: 1,127,155 shares; 2025Q1: 1,165,331 shares; 2025Q2: 1,210,020 shares; 2025Q3: 1,223,225 shares; 2025Q4: 1,251,085 shares; 2026Q1: 1,266,731 shares 1,266,731 $57.3M 10.85% +15,646 Timeline DRSK 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: 1,143,145 shares; 2024Q4: 1,185,099 shares; 2025Q1: 1,227,663 shares; 2025Q2: 1,259,871 shares; 2025Q3: 1,293,643 shares; 2025Q4: 1,338,657 shares; 2026Q1: 1,462,265 shares 1,462,265 $41.7M 7.9% +123,608 Timeline IDUB 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: 1,110,858 shares; 2024Q4: 1,159,392 shares; 2025Q1: 1,227,594 shares; 2025Q2: 1,285,816 shares; 2025Q3: 1,314,211 shares; 2025Q4: 1,357,122 shares; 2026Q1: 1,389,518 shares 1,389,518 $37.2M 7.04% +32,396 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: 32,035 shares; 2024Q4: 32,221 shares; 2025Q1: 32,660 shares; 2025Q2: 32,269 shares; 2025Q3: 32,469 shares; 2025Q4: 32,602 shares; 2026Q1: 40,114 shares 40,114 $28.8M 5.46% +7,512 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526,316 shares; 2024Q4: 544,950 shares; 2025Q1: 566,088 shares; 2025Q2: 580,049 shares; 2025Q3: 583,398 shares; 2025Q4: 592,352 shares; 2026Q1: 584,407 shares 584,407 $28.6M 5.42% -7,945 Timeline OSCV 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: 490,503 shares; 2024Q4: 498,670 shares; 2025Q1: 523,710 shares; 2025Q2: 552,897 shares; 2025Q3: 565,417 shares; 2025Q4: 581,039 shares; 2026Q1: 592,935 shares 592,935 $24.5M 4.64% +11,896 Timeline ADME 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: 390,316 shares; 2024Q4: 398,797 shares; 2025Q1: 413,741 shares; 2025Q2: 426,066 shares; 2025Q3: 429,923 shares; 2025Q4: 438,269 shares; 2026Q1: 437,300 shares 437,300 $23.6M 4.47% -969 Timeline DUBS 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: 303,355 shares; 2024Q4: 311,034 shares; 2025Q1: 322,590 shares; 2025Q2: 305,481 shares; 2025Q3: 308,587 shares; 2025Q4: 315,474 shares; 2026Q1: 497,908 shares 497,908 $19.9M 3.77% +182,434 Timeline JUCY 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: 712,677 shares; 2024Q4: 739,929 shares; 2025Q1: 770,420 shares; 2025Q2: 770,179 shares; 2025Q3: 810,496 shares; 2025Q4: 825,140 shares; 2026Q1: 899,234 shares 899,234 $19.9M 3.77% +74,094 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 212,921 shares; 2024Q4: 216,101 shares; 2025Q1: 226,218 shares; 2025Q2: 234,021 shares; 2025Q3: 235,333 shares; 2025Q4: 238,354 shares; 2026Q1: 244,079 shares 244,079 $12.5M 2.37% +5,725 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: 19,262 shares; 2024Q4: 31,792 shares; 2025Q1: 39,989 shares; 2025Q2: 43,350 shares; 2025Q3: 46,973 shares; 2025Q4: 47,395 shares; 2026Q1: 48,385 shares 48,385 $9.66M 1.83% +990 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,313 shares; 2024Q4: 26,844 shares; 2025Q1: 27,019 shares; 2025Q2: 27,146 shares; 2025Q3: 20,813 shares; 2025Q4: 21,225 shares; 2026Q1: 21,585 shares 21,585 $9.63M 1.82% +360 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: 15,080 shares; 2024Q4: 15,512 shares; 2025Q1: 15,963 shares; 2025Q2: 17,656 shares; 2025Q3: 17,421 shares; 2025Q4: 18,381 shares; 2026Q1: 19,193 shares 19,193 $7.83M 1.48% +812 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: 24,995 shares; 2024Q4: 24,605 shares; 2025Q1: 25,215 shares; 2025Q2: 27,099 shares; 2025Q3: 26,962 shares; 2025Q4: 28,137 shares; 2026Q1: 27,725 shares 27,725 $7.52M 1.42% -412 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE 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: 39,218 shares; 2025Q4: 65,456 shares; 2026Q1: 66,244 shares 66,244 $7.39M 1.4% +788 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: 21,596 shares; 2024Q4: 21,642 shares; 2025Q1: 22,308 shares; 2025Q2: 22,591 shares; 2025Q3: 22,537 shares; 2025Q4: 22,645 shares; 2026Q1: 21,627 shares 21,627 $6.77M 1.28% -1,018 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: 20,523 shares; 2024Q4: 21,130 shares; 2025Q1: 21,260 shares; 2025Q2: 22,929 shares; 2025Q3: 25,359 shares; 2025Q4: 25,836 shares; 2026Q1: 24,773 shares 24,773 $6.57M 1.24% -1,063 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: 50,448 shares; 2024Q4: 44,163 shares; 2025Q1: 43,465 shares; 2025Q2: 44,485 shares; 2025Q3: 43,433 shares; 2025Q4: 43,063 shares; 2026Q1: 41,264 shares 41,264 $6.37M 1.21% -1,799 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: 9,733 shares; 2024Q4: 9,317 shares; 2025Q1: 9,659 shares; 2025Q2: 10,082 shares; 2025Q3: 9,380 shares; 2025Q4: 9,488 shares; 2026Q1: 8,625 shares 8,625 $6.28M 1.19% -863 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: 46,450 shares; 2024Q4: 42,277 shares; 2025Q1: 42,180 shares; 2025Q2: 43,740 shares; 2025Q3: 43,826 shares; 2025Q4: 44,338 shares; 2026Q1: 43,387 shares 43,387 $5.72M 1.08% -951 Timeline USFR 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: 87,944 shares; 2025Q4: 97,198 shares; 2026Q1: 109,126 shares 109,126 $5.49M 1.04% +11,928 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,413 shares; 2025Q4: not reported; 2026Q1: 29,617 shares 29,617 $5.15M 0.98% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,668 shares; 2024Q4: 17,161 shares; 2025Q1: 18,776 shares; 2025Q2: 20,691 shares; 2025Q3: 25,405 shares; 2025Q4: 25,702 shares; 2026Q1: 24,149 shares 24,149 $4.97M 0.94% -1,553 Timeline OCUL OCULAR THERAPEUTIX INC More: the full row for OCULAR THERAPEUTIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 262,810 shares; 2024Q4: 340,098 shares; 2025Q1: 346,098 shares; 2025Q2: 385,467 shares; 2025Q3: 402,467 shares; 2025Q4: 500,746 shares; 2026Q1: 528,290 shares 528,290 $4.95M 0.94% +27,544 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: 10,222 shares; 2024Q4: 10,440 shares; 2025Q1: 10,614 shares; 2025Q2: 10,389 shares; 2025Q3: 7,197 shares; 2025Q4: 7,592 shares; 2026Q1: 7,616 shares 7,616 $4.66M 0.88% +24 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: 30,015 shares; 2024Q4: 25,420 shares; 2025Q1: 24,907 shares; 2025Q2: 24,006 shares; 2025Q3: 23,628 shares; 2025Q4: 23,293 shares; 2026Q1: 23,613 shares 23,613 $4.56M 0.86% +320 Timeline BKAG BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,701 shares; 2024Q4: 93,550 shares; 2025Q1: 95,881 shares; 2025Q2: 89,693 shares; 2025Q3: 91,816 shares; 2025Q4: 95,067 shares; 2026Q1: 104,032 shares 104,032 $4.37M 0.83% +8,965 Timeline GLXY GALAXY DIGITAL INC. More: the full row for GALAXY DIGITAL 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: 156,098 shares 156,098 $4.28M 0.81% new 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: 7,920 shares; 2024Q4: 7,888 shares; 2025Q1: 8,550 shares; 2025Q2: 8,726 shares; 2025Q3: 10,649 shares; 2025Q4: 10,874 shares; 2026Q1: 11,073 shares 11,073 $4.23M 0.8% +199 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: 63,376 shares; 2024Q4: 65,245 shares; 2025Q1: 68,304 shares; 2025Q2: 72,588 shares; 2025Q3: 73,936 shares; 2025Q4: 75,984 shares; 2026Q1: 19,112 shares 19,112 $3.89M 0.74% -56,872 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: 10,679 shares; 2024Q4: 10,432 shares; 2025Q1: 10,518 shares; 2025Q2: 10,866 shares; 2025Q3: 11,000 shares; 2025Q4: 11,302 shares; 2026Q1: 10,896 shares 10,896 $3.59M 0.68% -406 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,510 shares; 2024Q4: 231,143 shares; 2025Q1: 231,110 shares; 2025Q2: 237,249 shares; 2025Q3: 248,996 shares; 2025Q4: 248,887 shares; 2026Q1: 263,802 shares 263,802 $3.16M 0.6% +14,915 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,597 shares; 2024Q4: 5,353 shares; 2025Q1: 5,801 shares; 2025Q2: 6,084 shares; 2025Q3: 7,090 shares; 2025Q4: 7,252 shares; 2026Q1: 7,161 shares 7,161 $3.04M 0.58% -91 Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED 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: not reported; 2026Q1: 86,703 shares 86,703 $2.97M 0.56% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,856 shares; 2024Q4: 14,542 shares; 2025Q1: 16,130 shares; 2025Q2: 16,630 shares; 2025Q3: 15,806 shares; 2025Q4: 16,373 shares; 2026Q1: 16,050 shares 16,050 $2.93M 0.56% -323 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: not reported; 2025Q4: 18,247 shares; 2026Q1: 19,455 shares 19,455 $2.87M 0.54% +1,208 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: 4,632 shares; 2024Q4: 8,876 shares; 2025Q1: 9,222 shares; 2025Q2: 9,232 shares; 2025Q3: 9,349 shares; 2025Q4: 9,226 shares; 2026Q1: 8,703 shares 8,703 $2.86M 0.54% -523 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,126 shares; 2024Q4: 12,493 shares; 2025Q1: 12,812 shares; 2025Q2: 13,197 shares; 2025Q3: 13,655 shares; 2025Q4: 14,241 shares; 2026Q1: 13,950 shares 13,950 $2.81M 0.53% -291 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,335 shares 9,335 $2.57M 0.49% new Timeline UPSD 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: 63,946 shares; 2025Q3: 70,484 shares; 2025Q4: 73,262 shares; 2026Q1: 93,551 shares 93,551 $2.53M 0.48% +20,289 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,619 shares; 2024Q4: 52,524 shares; 2025Q1: 54,647 shares; 2025Q2: 58,931 shares; 2025Q3: 69,572 shares; 2025Q4: 71,825 shares; 2026Q1: 72,519 shares 72,519 $2.4M 0.45% +694 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: 12,673 shares; 2024Q4: 13,227 shares; 2025Q1: 13,691 shares; 2025Q2: 14,284 shares; 2025Q3: 14,487 shares; 2025Q4: 14,979 shares; 2026Q1: 14,806 shares 14,806 $2.28M 0.43% -173 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: not reported; 2024Q4: not reported; 2025Q1: 21,224 shares; 2025Q2: 20,815 shares; 2025Q3: 20,794 shares; 2025Q4: 20,260 shares; 2026Q1: 22,031 shares 22,031 $2.25M 0.43% +1,771 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: 4,258 shares; 2024Q4: 4,168 shares; 2025Q1: 4,178 shares; 2025Q2: 4,178 shares; 2025Q3: 4,185 shares; 2025Q4: 4,129 shares; 2026Q1: 3,384 shares 3,384 $2.24M 0.42% -745 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: 43,311 shares; 2026Q1: 43,508 shares 43,508 $2.22M 0.42% +197 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,523 shares; 2025Q2: 34,273 shares; 2025Q3: 33,925 shares; 2025Q4: 30,684 shares; 2026Q1: 29,228 shares 29,228 $2.13M 0.4% -1,456 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: 2,288 shares; 2024Q4: 2,213 shares; 2025Q1: 3,229 shares; 2025Q2: 3,742 shares; 2025Q3: 3,803 shares; 2025Q4: 4,395 shares; 2026Q1: 4,469 shares 4,469 $2.12M 0.4% +74 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 22,929 shares; 2025Q2: 19,444 shares; 2025Q3: 18,834 shares; 2025Q4: 17,198 shares; 2026Q1: 15,213 shares 15,213 $2.09M 0.4% -1,985 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: 5,206 shares; 2024Q4: 4,600 shares; 2025Q1: 4,159 shares; 2025Q2: 4,380 shares; 2025Q3: 4,417 shares; 2025Q4: 4,526 shares; 2026Q1: 5,053 shares 5,053 $1.94M 0.37% +527 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: 1,876 shares; 2024Q4: 1,865 shares; 2025Q1: 1,895 shares; 2025Q2: 1,891 shares; 2025Q3: 2,464 shares; 2025Q4: 2,519 shares; 2026Q1: 2,614 shares 2,614 $1.75M 0.33% +95 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,944 shares; 2025Q2: 2,675 shares; 2025Q3: 2,619 shares; 2025Q4: 2,307 shares; 2026Q1: 2,373 shares 2,373 $1.71M 0.32% +66 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: 361 shares; 2025Q3: 3,315 shares; 2025Q4: 17,086 shares; 2026Q1: 19,049 shares 19,049 $1.68M 0.32% +1,963 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,138 shares 28,138 $1.42M 0.27% new 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: not reported; 2026Q1: 24,466 shares 24,466 $1.41M 0.27% new Timeline DEFR 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: 30,876 shares; 2025Q3: 32,097 shares; 2025Q4: 39,726 shares; 2026Q1: 52,556 shares 52,556 $1.4M 0.26% +12,830 Timeline FTSM 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: 120,501 shares; 2025Q4: 233,841 shares; 2026Q1: 20,800 shares 20,800 $1.24M 0.24% -213,041 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: 17,838 shares; 2024Q4: 21,357 shares; 2025Q1: 21,740 shares; 2025Q2: 20,348 shares; 2025Q3: 2,351 shares; 2025Q4: 2,301 shares; 2026Q1: 3,486 shares 3,486 $1.24M 0.23% +1,185 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: 19,476 shares; 2024Q4: 9,313 shares; 2025Q1: 2,757 shares; 2025Q2: 2,547 shares; 2025Q3: 2,633 shares; 2025Q4: 2,550 shares; 2026Q1: 2,927 shares 2,927 $1.22M 0.23% +377 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: 3,297 shares; 2024Q4: 2,891 shares; 2025Q1: 13,952 shares; 2025Q2: 6,586 shares; 2025Q3: 6,389 shares; 2025Q4: 6,484 shares; 2026Q1: 7,584 shares 7,584 $1.12M 0.21% +1,100 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,625 shares; 2024Q4: 11,973 shares; 2025Q1: 10,861 shares; 2025Q2: 10,974 shares; 2025Q3: 10,977 shares; 2025Q4: 10,691 shares; 2026Q1: 11,453 shares 11,453 $1.11M 0.21% +762 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS 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: 10,200 shares 10,200 $1.03M 0.2% new 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: 10,061 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,046 shares; 2025Q4: 6,046 shares; 2026Q1: 10,876 shares 10,876 $1.03M 0.19% +4,830 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: 14,109 shares; 2024Q4: 13,413 shares; 2025Q1: 11,909 shares; 2025Q2: 12,754 shares; 2025Q3: 11,813 shares; 2025Q4: 11,817 shares; 2026Q1: 21,427 shares 21,427 $1.02M 0.19% +9,610 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 153 shares; 2025Q4: 153 shares; 2026Q1: 269 shares 269 $996K 0.19% +116 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: 4,509 shares; 2025Q1: 5,326 shares; 2025Q2: 5,350 shares; 2025Q3: 6,462 shares; 2025Q4: 12,581 shares; 2026Q1: 19,427 shares 19,427 $983K 0.19% +6,846 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: 5,953 shares; 2024Q4: 5,336 shares; 2025Q1: 5,753 shares; 2025Q2: 5,648 shares; 2025Q3: 4,163 shares; 2025Q4: 4,253 shares; 2026Q1: 4,217 shares 4,217 $969K 0.18% -36 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: 3,816 shares; 2024Q4: 3,785 shares; 2025Q1: 4,705 shares; 2025Q2: 4,778 shares; 2025Q3: 4,779 shares; 2025Q4: 4,471 shares; 2026Q1: 5,889 shares 5,889 $950K 0.18% +1,418 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: 551 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 551 shares; 2025Q3: 920 shares; 2025Q4: 939 shares; 2026Q1: 1,038 shares 1,038 $924K 0.17% +99 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: 3,984 shares; 2025Q1: 4,190 shares; 2025Q2: 4,121 shares; 2025Q3: 3,727 shares; 2025Q4: 3,755 shares; 2026Q1: 10,009 shares 10,009 $916K 0.17% +6,254 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,009 shares; 2024Q4: 17,407 shares; 2025Q1: 15,832 shares; 2025Q2: 15,731 shares; 2025Q3: 15,158 shares; 2025Q4: 14,806 shares; 2026Q1: 14,174 shares 14,174 $904K 0.17% -632 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: 4,882 shares; 2024Q4: 4,990 shares; 2025Q1: 4,992 shares; 2025Q2: 5,246 shares; 2025Q3: 5,749 shares; 2025Q4: 5,850 shares; 2026Q1: 6,425 shares 6,425 $808K 0.15% +575 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: 44,880 shares; 2024Q4: 38,799 shares; 2025Q1: 36,089 shares; 2025Q2: 36,511 shares; 2025Q3: 31,776 shares; 2025Q4: 31,490 shares; 2026Q1: 29,206 shares 29,206 $763K 0.14% -2,284 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: 8,604 shares; 2025Q1: 8,604 shares; 2025Q2: 8,614 shares; 2025Q3: 8,510 shares; 2025Q4: 8,500 shares; 2026Q1: 8,525 shares 8,525 $708K 0.13% +25 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: 2,802 shares; 2025Q1: 3,158 shares; 2025Q2: 2,871 shares; 2025Q3: 2,871 shares; 2025Q4: 2,897 shares; 2026Q1: 2,908 shares 2,908 $665K 0.13% +11 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: 8,957 shares; 2024Q4: 8,530 shares; 2025Q1: 9,376 shares; 2025Q2: 9,651 shares; 2025Q3: 9,330 shares; 2025Q4: 9,622 shares; 2026Q1: 8,259 shares 8,259 $650K 0.12% -1,363 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: 5,337 shares; 2024Q4: 5,066 shares; 2025Q1: 5,363 shares; 2025Q2: 6,078 shares; 2025Q3: 5,749 shares; 2025Q4: 5,650 shares; 2026Q1: 5,874 shares 5,874 $641K 0.12% +224 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: 3,091 shares; 2024Q4: 3,434 shares; 2025Q1: 3,134 shares; 2025Q2: 3,134 shares; 2025Q3: 3,134 shares; 2025Q4: 3,213 shares; 2026Q1: 3,438 shares 3,438 $616K 0.12% +225 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: 23,509 shares; 2024Q4: 25,728 shares; 2025Q1: 25,245 shares; 2025Q2: 26,237 shares; 2025Q3: 30,962 shares; 2025Q4: 30,874 shares; 2026Q1: 30,222 shares 30,222 $610K 0.12% -652 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: 1,406 shares; 2024Q4: 1,406 shares; 2025Q1: 1,406 shares; 2025Q2: 1,508 shares; 2025Q3: 1,548 shares; 2025Q4: 1,579 shares; 2026Q1: 2,635 shares 2,635 $609K 0.12% +1,056 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: 10,297 shares; 2025Q2: 10,135 shares; 2025Q3: 11,896 shares; 2025Q4: 11,906 shares; 2026Q1: 11,276 shares 11,276 $603K 0.11% -630 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,749 shares; 2024Q4: 4,793 shares; 2025Q1: 4,709 shares; 2025Q2: 4,676 shares; 2025Q3: 4,713 shares; 2025Q4: 4,756 shares; 2026Q1: 2,506 shares 2,506 $598K 0.11% -2,250 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: 2,151 shares; 2024Q4: 1,805 shares; 2025Q1: 1,519 shares; 2025Q2: 1,509 shares; 2025Q3: 1,438 shares; 2025Q4: 1,376 shares; 2026Q1: 1,390 shares 1,390 $589K 0.11% +14 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,982 shares; 2024Q4: 5,254 shares; 2025Q1: 6,643 shares; 2025Q2: 7,647 shares; 2025Q3: 7,713 shares; 2025Q4: 7,548 shares; 2026Q1: 7,520 shares 7,520 $546K 0.1% -28 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: 11,127 shares; 2024Q4: 15,485 shares; 2025Q1: 15,825 shares; 2025Q2: 16,092 shares; 2025Q3: 15,900 shares; 2025Q4: 16,501 shares; 2026Q1: 16,574 shares 16,574 $545K 0.1% +73 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: 11,673 shares; 2024Q4: 11,119 shares; 2025Q1: 10,511 shares; 2025Q2: 10,504 shares; 2025Q3: 10,311 shares; 2025Q4: 10,196 shares; 2026Q1: 9,989 shares 9,989 $533K 0.1% -207 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: 1,115 shares; 2025Q4: 1,144 shares; 2026Q1: 1,189 shares 1,189 $508K 0.1% +45 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 972 shares; 2024Q4: 950 shares; 2025Q1: 887 shares; 2025Q2: 934 shares; 2025Q3: 1,096 shares; 2025Q4: 1,162 shares; 2026Q1: 1,133 shares 1,133 $505K 0.1% -29 Timeline FPX 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: not reported; 2026Q1: 2,749 shares 2,749 $499K 0.09% new Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,592 shares; 2024Q4: 49,618 shares; 2025Q1: 45,144 shares; 2025Q2: 44,071 shares; 2025Q3: 43,274 shares; 2025Q4: 41,099 shares; 2026Q1: 37,165 shares 37,165 $492K 0.09% -3,934 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: 615 shares; 2024Q4: 590 shares; 2025Q1: 580 shares; 2025Q2: 590 shares; 2025Q3: 590 shares; 2025Q4: 590 shares; 2026Q1: 4,648 shares 4,648 $480K 0.09% +4,058 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: 545 shares; 2024Q4: 583 shares; 2025Q1: 609 shares; 2025Q2: 685 shares; 2025Q3: 719 shares; 2025Q4: 759 shares; 2026Q1: 928 shares 928 $465K 0.09% +169 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: 8,954 shares; 2024Q4: 8,701 shares; 2025Q1: 9,271 shares; 2025Q2: 9,255 shares; 2025Q3: 8,490 shares; 2025Q4: 8,622 shares; 2026Q1: 9,679 shares 9,679 $465K 0.09% +1,057 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,769 shares; 2025Q1: 8,250 shares; 2025Q2: 8,850 shares; 2025Q3: 15,441 shares; 2025Q4: 13,801 shares; 2026Q1: 13,997 shares 13,997 $449K 0.09% +196 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: 1,618 shares; 2025Q2: 1,542 shares; 2025Q3: 2,873 shares; 2025Q4: 2,647 shares; 2026Q1: 2,547 shares 2,547 $449K 0.08% -100 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: 227 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478 shares; 2026Q1: 478 shares 478 $447K 0.08% 0 Timeline AIRR 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: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 3,516 shares; 2025Q3: 3,516 shares; 2025Q4: 3,516 shares; 2026Q1: 3,516 shares 3,516 $446K 0.08% 0 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: 2,849 shares; 2025Q1: 3,548 shares; 2025Q2: 3,201 shares; 2025Q3: 3,280 shares; 2025Q4: 3,426 shares; 2026Q1: 3,464 shares 3,464 $443K 0.08% +38 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,052 shares; 2025Q3: 1,086 shares; 2025Q4: 849 shares; 2026Q1: 897 shares 897 $442K 0.08% +48 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: not reported; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 1,216 shares; 2025Q3: 1,217 shares; 2025Q4: 1,218 shares; 2026Q1: 1,940 shares 1,940 $421K 0.08% +722 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: 5,037 shares; 2024Q4: 5,849 shares; 2025Q1: 6,402 shares; 2025Q2: 6,269 shares; 2025Q3: 994 shares; 2025Q4: 996 shares; 2026Q1: 1,103 shares 1,103 $409K 0.08% +107 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,352 shares; 2024Q4: 3,352 shares; 2025Q1: 4,770 shares; 2025Q2: 4,770 shares; 2025Q3: 4,770 shares; 2025Q4: 4,770 shares; 2026Q1: 4,785 shares 4,785 $408K 0.08% +15 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: 10,375 shares; 2024Q4: 10,375 shares; 2025Q1: 11,118 shares; 2025Q2: 11,118 shares; 2025Q3: 11,118 shares; 2025Q4: 20,375 shares; 2026Q1: 10,375 shares 10,375 $407K 0.08% -10,000 Timeline FUBO FUBOTV INC More: the full row for FUBOTV 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: 32,838 shares 32,838 $405K 0.08% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,176 shares; 2025Q1: 3,256 shares; 2025Q2: 3,427 shares; 2025Q3: 3,444 shares; 2025Q4: 3,609 shares; 2026Q1: 4,083 shares 4,083 $400K 0.08% +474 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: 869 shares; 2024Q4: 869 shares; 2025Q1: 1,288 shares; 2025Q2: 1,288 shares; 2025Q3: 1,288 shares; 2025Q4: 1,288 shares; 2026Q1: 1,305 shares 1,305 $383K 0.07% +17 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: 1,454 shares; 2024Q4: 1,428 shares; 2025Q1: 1,341 shares; 2025Q2: 1,199 shares; 2025Q3: 1,103 shares; 2025Q4: 2,485 shares; 2026Q1: 2,398 shares 2,398 $383K 0.07% -87 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: 3,925 shares; 2024Q4: 3,925 shares; 2025Q1: 4,315 shares; 2025Q2: 4,537 shares; 2025Q3: 4,316 shares; 2025Q4: 4,244 shares; 2026Q1: 4,350 shares 4,350 $382K 0.07% +106 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: 752 shares; 2024Q4: 488 shares; 2025Q1: 823 shares; 2025Q2: 857 shares; 2025Q3: 692 shares; 2025Q4: 732 shares; 2026Q1: 868 shares 868 $381K 0.07% +136 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: not reported; 2025Q3: not reported; 2025Q4: 882 shares; 2026Q1: 942 shares 942 $372K 0.07% +60 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: 5,282 shares; 2024Q4: 4,485 shares; 2025Q1: 4,536 shares; 2025Q2: 4,838 shares; 2025Q3: 4,340 shares; 2025Q4: 4,414 shares; 2026Q1: 4,830 shares 4,830 $369K 0.07% +416 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,928 shares; 2024Q4: 3,989 shares; 2025Q1: 3,989 shares; 2025Q2: 4,058 shares; 2025Q3: 4,058 shares; 2025Q4: 4,133 shares; 2026Q1: 4,133 shares 4,133 $365K 0.07% 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: 559 shares; 2024Q4: 578 shares; 2025Q1: 427 shares; 2025Q2: 520 shares; 2025Q3: 586 shares; 2025Q4: 616 shares; 2026Q1: 785 shares 785 $359K 0.07% +169 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: 2,533 shares; 2024Q4: not reported; 2025Q1: 2,603 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,608 shares; 2026Q1: 3,395 shares 3,395 $352K 0.07% +787 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 820 shares; 2026Q1: 919 shares 919 $351K 0.07% +99 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,380 shares; 2024Q4: 15,380 shares; 2025Q1: 15,380 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 15,380 shares; 2026Q1: 15,675 shares 15,675 $343K 0.06% +295 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: 4,079 shares; 2025Q2: 4,129 shares; 2025Q3: 4,254 shares; 2025Q4: 4,681 shares; 2026Q1: 5,719 shares 5,719 $342K 0.06% +1,038 Timeline LGLV 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: 2,813 shares; 2024Q4: 2,502 shares; 2025Q1: 2,184 shares; 2025Q2: 2,186 shares; 2025Q3: 2,079 shares; 2025Q4: 2,006 shares; 2026Q1: 1,885 shares 1,885 $342K 0.06% -121 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares; 2026Q1: 3,194 shares 3,194 $340K 0.06% +204 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,738 shares 2,738 $336K 0.06% 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: 1,386 shares; 2024Q4: not reported; 2025Q1: 1,353 shares; 2025Q2: 1,371 shares; 2025Q3: 1,133 shares; 2025Q4: 1,133 shares; 2026Q1: 1,159 shares 1,159 $336K 0.06% +26 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 237 shares; 2025Q4: 2,635 shares; 2026Q1: 3,520 shares 3,520 $330K 0.06% +885 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE 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: 1,167 shares 1,167 $321K 0.06% new Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,907 shares; 2024Q4: 8,501 shares; 2025Q1: 8,155 shares; 2025Q2: 9,295 shares; 2025Q3: 8,426 shares; 2025Q4: 8,171 shares; 2026Q1: 8,021 shares 8,021 $320K 0.06% -150 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,131 shares 3,131 $318K 0.06% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,982 shares 3,982 $308K 0.06% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 2,746 shares; 2025Q3: 2,273 shares; 2025Q4: 3,279 shares; 2026Q1: 2,983 shares 2,983 $306K 0.06% -296 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: 7,008 shares; 2026Q1: 7,871 shares 7,871 $305K 0.06% +863 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,310 shares; 2024Q4: 6,372 shares; 2025Q1: 6,424 shares; 2025Q2: 6,222 shares; 2025Q3: 6,069 shares; 2025Q4: 5,961 shares; 2026Q1: 5,823 shares 5,823 $304K 0.06% -138 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: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,119 shares; 2025Q2: 1,134 shares; 2025Q3: 1,143 shares; 2025Q4: 1,174 shares; 2026Q1: 1,003 shares 1,003 $303K 0.06% -171 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,633 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,008 shares; 2025Q3: 1,932 shares; 2025Q4: 2,045 shares; 2026Q1: 2,455 shares 2,455 $300K 0.06% +410 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: 2,136 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,912 shares; 2025Q4: 1,702 shares; 2026Q1: 1,715 shares 1,715 $296K 0.06% +13 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: 1,870 shares; 2024Q4: 1,882 shares; 2025Q1: 1,816 shares; 2025Q2: 1,834 shares; 2025Q3: 1,843 shares; 2025Q4: 1,844 shares; 2026Q1: 1,827 shares 1,827 $287K 0.05% -17 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: 1,049 shares; 2025Q4: not reported; 2026Q1: 1,153 shares 1,153 $286K 0.05% new 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: not reported; 2025Q4: not reported; 2026Q1: 1,499 shares 1,499 $286K 0.05% new 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: 701 shares; 2026Q1: 705 shares 705 $284K 0.05% +4 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: 2,744 shares; 2025Q3: 2,813 shares; 2025Q4: 2,948 shares; 2026Q1: 3,751 shares 3,751 $280K 0.05% +803 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,220 shares; 2025Q3: 2,245 shares; 2025Q4: 2,409 shares; 2026Q1: 2,488 shares 2,488 $280K 0.05% +79 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: 5,038 shares; 2024Q4: 5,442 shares; 2025Q1: 5,840 shares; 2025Q2: 6,079 shares; 2025Q3: 6,132 shares; 2025Q4: 837 shares; 2026Q1: 779 shares 779 $276K 0.05% -58 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: 1,918 shares; 2024Q4: 1,162 shares; 2025Q1: 1,666 shares; 2025Q2: 1,778 shares; 2025Q3: 1,458 shares; 2025Q4: 1,484 shares; 2026Q1: 1,304 shares 1,304 $276K 0.05% -180 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,990 shares 2,990 $274K 0.05% new 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: 1,117 shares; 2024Q4: 1,152 shares; 2025Q1: 1,152 shares; 2025Q2: 1,153 shares; 2025Q3: 1,153 shares; 2025Q4: 1,154 shares; 2026Q1: 1,268 shares 1,268 $272K 0.05% +114 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 3,653 shares; 2025Q1: 2,986 shares; 2025Q2: 2,988 shares; 2025Q3: 2,766 shares; 2025Q4: 2,613 shares; 2026Q1: 2,486 shares 2,486 $268K 0.05% -127 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 542 shares; 2025Q3: 566 shares; 2025Q4: 636 shares; 2026Q1: 849 shares 849 $268K 0.05% +213 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,403 shares; 2025Q2: 1,403 shares; 2025Q3: 1,403 shares; 2025Q4: 1,403 shares; 2026Q1: 1,406 shares 1,406 $267K 0.05% +3 Timeline MDIV 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: 13,955 shares; 2024Q4: 19,305 shares; 2025Q1: 19,305 shares; 2025Q2: 17,898 shares; 2025Q3: 17,805 shares; 2025Q4: 15,805 shares; 2026Q1: 15,805 shares 15,805 $264K 0.05% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 3,396 shares; 2025Q1: 2,193 shares; 2025Q2: 2,193 shares; 2025Q3: 2,187 shares; 2025Q4: 2,187 shares; 2026Q1: 2,191 shares 2,191 $258K 0.05% +4 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 914 shares; 2025Q4: 916 shares; 2026Q1: 920 shares 920 $256K 0.05% +4 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: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,110 shares 1,110 $254K 0.05% +12 Timeline XAR 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: 1,496 shares; 2024Q4: 1,382 shares; 2025Q1: not reported; 2025Q2: 1,131 shares; 2025Q3: 1,083 shares; 2025Q4: 1,043 shares; 2026Q1: 973 shares 973 $252K 0.05% -70 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: not reported; 2025Q3: 1,347 shares; 2025Q4: 1,352 shares; 2026Q1: 1,811 shares 1,811 $252K 0.05% +459 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: 6,768 shares; 2024Q4: 5,389 shares; 2025Q1: 3,138 shares; 2025Q2: 2,998 shares; 2025Q3: 2,858 shares; 2025Q4: 2,810 shares; 2026Q1: 2,737 shares 2,737 $251K 0.05% -73 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,275 shares; 2025Q2: not reported; 2025Q3: 3,049 shares; 2025Q4: 3,169 shares; 2026Q1: 3,360 shares 3,360 $248K 0.05% +191 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: 21,898 shares; 2024Q4: 21,173 shares; 2025Q1: 21,173 shares; 2025Q2: 20,211 shares; 2025Q3: 19,451 shares; 2025Q4: 16,668 shares; 2026Q1: 21,981 shares 21,981 $247K 0.05% +5,313 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 393 shares; 2026Q1: 509 shares 509 $244K 0.05% +116 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,277 shares; 2026Q1: 2,273 shares 2,273 $244K 0.05% -4 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,277 shares; 2025Q2: 1,338 shares; 2025Q3: 1,410 shares; 2025Q4: 1,417 shares; 2026Q1: 1,444 shares 1,444 $238K 0.05% +27 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: 3,367 shares; 2024Q4: 3,074 shares; 2025Q1: 2,474 shares; 2025Q2: 2,389 shares; 2025Q3: 1,940 shares; 2025Q4: 1,931 shares; 2026Q1: 1,603 shares 1,603 $234K 0.04% -328 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: 4,603 shares; 2024Q4: 3,611 shares; 2025Q1: 2,901 shares; 2025Q2: 2,891 shares; 2025Q3: 2,605 shares; 2025Q4: 4,833 shares; 2026Q1: 4,989 shares 4,989 $234K 0.04% +156 Timeline USAR USA RARE EARTH INC More: the full row for USA RARE EARTH 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: 8,924 shares 8,924 $232K 0.04% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,055 shares; 2025Q1: 1,014 shares; 2025Q2: 915 shares; 2025Q3: not reported; 2025Q4: 1,036 shares; 2026Q1: 988 shares 988 $230K 0.04% -48 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 723 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $228K 0.04% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,052 shares; 2026Q1: 4,053 shares 4,053 $228K 0.04% +1 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,305 shares 1,305 $228K 0.04% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,618 shares; 2025Q2: 2,758 shares; 2025Q3: 3,109 shares; 2025Q4: 7,240 shares; 2026Q1: 2,735 shares 2,735 $226K 0.04% -4,505 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: 1,299 shares; 2025Q4: 1,314 shares; 2026Q1: 1,256 shares 1,256 $225K 0.04% -58 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 398 shares; 2026Q1: 521 shares 521 $225K 0.04% +123 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: not reported; 2026Q1: 513 shares 513 $222K 0.04% new 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: 2,441 shares; 2024Q4: 1,812 shares; 2025Q1: 2,587 shares; 2025Q2: 2,588 shares; 2025Q3: 2,271 shares; 2025Q4: 2,297 shares; 2026Q1: 2,415 shares 2,415 $219K 0.04% +118 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,296 shares 3,296 $218K 0.04% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,387 shares 2,387 $216K 0.04% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224 shares 224 $215K 0.04% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,705 shares; 2025Q2: 8,705 shares; 2025Q3: 8,705 shares; 2025Q4: not reported; 2026Q1: 6,999 shares 6,999 $213K 0.04% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,418 shares; 2025Q1: 4,478 shares; 2025Q2: 4,478 shares; 2025Q3: 4,478 shares; 2025Q4: 4,410 shares; 2026Q1: 4,410 shares 4,410 $212K 0.04% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,286 shares 6,286 $211K 0.04% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,661 shares 1,661 $209K 0.04% new 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: not reported; 2026Q1: 3,474 shares 3,474 $207K 0.04% new 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: not reported; 2026Q1: 523 shares 523 $207K 0.04% new Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,409 shares; 2024Q4: 17,515 shares; 2025Q1: 17,023 shares; 2025Q2: 17,085 shares; 2025Q3: 15,905 shares; 2025Q4: 15,935 shares; 2026Q1: 15,977 shares 15,977 $207K 0.04% +42 Timeline USIG 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: 3,931 shares 3,931 $201K 0.04% new Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,530 shares; 2024Q4: 5,530 shares; 2025Q1: 5,530 shares; 2025Q2: 5,184 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,761 shares 3,761 $200K 0.04% new Timeline AGD ABRDN GLOBAL DYNAMIC DIVIDEN More: the full row for ABRDN GLOBAL DYNAMIC DIVIDEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,608 shares; 2024Q4: 14,809 shares; 2025Q1: 14,894 shares; 2025Q2: 14,956 shares; 2025Q3: 13,026 shares; 2025Q4: 13,028 shares; 2026Q1: 13,035 shares 13,035 $160K 0.03% +7 Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,718 shares; 2025Q4: 11,718 shares; 2026Q1: 11,594 shares 11,594 $154K 0.03% -124 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: 15,277 shares; 2024Q4: 12,511 shares; 2025Q1: 10,599 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,949 shares 11,949 $144K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,473 shares; 2025Q3: 11,473 shares; 2025Q4: 11,473 shares; 2026Q1: 10,415 shares 10,415 $54.7K 0.01% -1,058 Timeline ABTC AMERICAN BITCOIN CORP. More: the full row for AMERICAN BITCOIN 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: 19,675 shares; 2026Q1: 19,925 shares 19,925 $22.9K <0.01% +250 Timeline