VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,774 shares; 2024Q4: 101,847 shares; 2025Q1: 385,289 shares; 2025Q2: 433,214 shares; 2025Q3: 530,150 shares; 2025Q4: 556,162 shares; 2026Q1: 621,539 shares 621,539 $37M 5.86% +65,377 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: 187,950 shares; 2024Q4: 230,553 shares; 2025Q1: 133,746 shares; 2025Q2: 130,716 shares; 2025Q3: 132,993 shares; 2025Q4: 134,513 shares; 2026Q1: 140,967 shares 140,967 $24.6M 3.89% +6,454 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: 125,987 shares; 2024Q4: 126,121 shares; 2025Q1: 36,370 shares; 2025Q2: 42,185 shares; 2025Q3: 38,450 shares; 2025Q4: 33,910 shares; 2026Q1: 29,209 shares 29,209 $17.5M 2.77% -4,701 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: 29,200 shares; 2024Q4: 32,466 shares; 2025Q1: 40,982 shares; 2025Q2: 45,116 shares; 2025Q3: 61,724 shares; 2025Q4: 63,635 shares; 2026Q1: 66,659 shares 66,659 $15.8M 2.51% +3,024 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: 216,557 shares; 2024Q4: 218,167 shares; 2025Q1: 60,871 shares; 2025Q2: 59,872 shares; 2025Q3: 62,425 shares; 2025Q4: 61,889 shares; 2026Q1: 61,040 shares 61,040 $15.5M 2.45% -849 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: 25,506 shares; 2024Q4: 27,859 shares; 2025Q1: 12,469 shares; 2025Q2: 17,498 shares; 2025Q3: 21,233 shares; 2025Q4: 21,488 shares; 2026Q1: 22,987 shares 22,987 $15M 2.38% +1,499 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,120 shares; 2024Q4: 232,755 shares; 2025Q1: 315,381 shares; 2025Q2: 258,287 shares; 2025Q3: 296,752 shares; 2025Q4: 314,928 shares; 2026Q1: 356,099 shares 356,099 $14.3M 2.26% +41,171 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 147,040 shares; 2025Q2: 183,498 shares; 2025Q3: 228,482 shares; 2025Q4: 239,078 shares; 2026Q1: 265,755 shares 265,755 $14M 2.21% +26,677 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,165 shares; 2024Q4: 120,064 shares; 2025Q1: 203,138 shares; 2025Q2: 194,782 shares; 2025Q3: 240,724 shares; 2025Q4: 252,620 shares; 2026Q1: 278,055 shares 278,055 $13.8M 2.19% +25,435 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: 108,066 shares; 2024Q4: 131,146 shares; 2025Q1: 221,058 shares; 2025Q2: 213,603 shares; 2025Q3: 260,226 shares; 2025Q4: 274,201 shares; 2026Q1: 305,601 shares 305,601 $13.8M 2.19% +31,400 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: 68,656 shares; 2024Q4: 152,538 shares; 2025Q1: 161,839 shares; 2025Q2: 205,608 shares; 2025Q3: 214,083 shares; 2025Q4: 229,872 shares; 2026Q1: 226,357 shares 226,357 $11.4M 1.81% -3,515 Timeline VT 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: 48,934 shares; 2024Q4: 49,051 shares; 2025Q1: 30,557 shares; 2025Q2: 36,187 shares; 2025Q3: 41,404 shares; 2025Q4: 59,563 shares; 2026Q1: 64,515 shares 64,515 $8.92M 1.41% +4,952 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: 25,890 shares; 2024Q4: 28,348 shares; 2025Q1: 21,762 shares; 2025Q2: 20,781 shares; 2025Q3: 22,291 shares; 2025Q4: 22,061 shares; 2026Q1: 23,884 shares 23,884 $8.84M 1.4% +1,823 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 2,296 shares; 2025Q1: 8,311 shares; 2025Q2: 8,158 shares; 2025Q3: 8,074 shares; 2025Q4: 8,024 shares; 2026Q1: 8,754 shares 8,754 $8.72M 1.38% +730 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 57,811 shares; 2025Q1: 97,029 shares; 2025Q2: 135,098 shares; 2025Q3: 168,965 shares; 2025Q4: 185,088 shares; 2026Q1: 190,235 shares 190,235 $8.09M 1.28% +5,147 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: 15,942 shares; 2024Q4: 15,380 shares; 2025Q1: 19,443 shares; 2025Q2: 20,526 shares; 2025Q3: 19,405 shares; 2025Q4: 19,855 shares; 2026Q1: 21,604 shares 21,604 $8.03M 1.27% +1,749 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: 49,478 shares; 2024Q4: 49,543 shares; 2025Q1: 24,249 shares; 2025Q2: 26,552 shares; 2025Q3: 30,098 shares; 2025Q4: 30,316 shares; 2026Q1: 34,064 shares 34,064 $7.09M 1.12% +3,748 Timeline GOF GUGGENHEIM STRATEGIC OPPORTU More: the full row for GUGGENHEIM STRATEGIC OPPORTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333,988 shares; 2024Q4: 346,971 shares; 2025Q1: 443,661 shares; 2025Q2: 433,655 shares; 2025Q3: 472,500 shares; 2025Q4: 545,539 shares; 2026Q1: 623,443 shares 623,443 $6.87M 1.09% +77,904 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,230 shares; 2024Q4: 165,109 shares; 2025Q1: 184,242 shares; 2025Q2: 67,709 shares; 2025Q3: 72,335 shares; 2025Q4: 77,262 shares; 2026Q1: 128,278 shares 128,278 $6.41M 1.02% +51,016 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: 4,167 shares; 2024Q4: 21,063 shares; 2025Q1: 9,395 shares; 2025Q2: 78,758 shares; 2025Q3: 128,641 shares; 2025Q4: 179,013 shares; 2026Q1: 211,357 shares 211,357 $6.16M 0.98% +32,344 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: 1,956 shares; 2024Q4: 3,645 shares; 2025Q1: 3,907 shares; 2025Q2: 5,069 shares; 2025Q3: 7,060 shares; 2025Q4: 6,766 shares; 2026Q1: 6,691 shares 6,691 $6.15M 0.97% -75 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,460 shares; 2024Q4: 19,936 shares; 2025Q1: 21,411 shares; 2025Q2: 21,956 shares; 2025Q3: 20,799 shares; 2025Q4: 21,269 shares; 2026Q1: 20,856 shares 20,856 $6M 0.95% -413 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,670 shares; 2025Q3: 45,146 shares; 2025Q4: 47,825 shares; 2026Q1: 74,449 shares 74,449 $5.75M 0.91% +26,624 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: 5,022 shares; 2024Q4: 5,236 shares; 2025Q1: 9,193 shares; 2025Q2: 26,437 shares; 2025Q3: 10,388 shares; 2025Q4: 10,989 shares; 2026Q1: 8,741 shares 8,741 $5.68M 0.9% -2,248 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,793 shares; 2024Q4: 5,571 shares; 2025Q1: 6,274 shares; 2025Q2: 5,158 shares; 2025Q3: 5,484 shares; 2025Q4: 6,086 shares; 2026Q1: 18,088 shares 18,088 $5.6M 0.89% +12,002 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,254 shares; 2025Q2: 31,162 shares; 2025Q3: not reported; 2025Q4: 32,004 shares; 2026Q1: 25,117 shares 25,117 $5.37M 0.85% -6,887 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: 7,912 shares; 2024Q4: 8,651 shares; 2025Q1: 9,643 shares; 2025Q2: 10,885 shares; 2025Q3: 16,150 shares; 2025Q4: 15,496 shares; 2026Q1: 17,582 shares 17,582 $5.31M 0.84% +2,086 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: 24,744 shares; 2024Q4: 26,528 shares; 2025Q1: 32,257 shares; 2025Q2: 38,241 shares; 2025Q3: 48,380 shares; 2025Q4: 48,450 shares; 2026Q1: 41,522 shares 41,522 $5.16M 0.82% -6,928 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: 6,752 shares; 2025Q1: 6,982 shares; 2025Q2: 7,707 shares; 2025Q3: 6,400 shares; 2025Q4: 7,342 shares; 2026Q1: 34,074 shares 34,074 $4.98M 0.79% +26,732 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: 1,455 shares; 2024Q4: 9,562 shares; 2025Q1: 14,394 shares; 2025Q2: 14,781 shares; 2025Q3: 16,674 shares; 2025Q4: 16,828 shares; 2026Q1: 14,699 shares 14,699 $4.97M 0.79% -2,129 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: 6,492 shares; 2024Q4: 7,388 shares; 2025Q1: 8,051 shares; 2025Q2: 7,573 shares; 2025Q3: 9,952 shares; 2025Q4: 9,998 shares; 2026Q1: 12,436 shares 12,436 $4.86M 0.77% +2,438 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: 12,547 shares; 2024Q4: 12,811 shares; 2025Q1: 5,886 shares; 2025Q2: 9,655 shares; 2025Q3: 6,675 shares; 2025Q4: 6,275 shares; 2026Q1: 16,559 shares 16,559 $4.76M 0.75% +10,284 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: 7,297 shares; 2024Q4: 7,520 shares; 2025Q1: 9,676 shares; 2025Q2: 9,967 shares; 2025Q3: 13,969 shares; 2025Q4: 14,595 shares; 2026Q1: 14,745 shares 14,745 $4.58M 0.73% +150 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: 42,189 shares; 2024Q4: 49,530 shares; 2025Q1: 58,534 shares; 2025Q2: 61,281 shares; 2025Q3: 68,076 shares; 2025Q4: 71,785 shares; 2026Q1: 114,338 shares 114,338 $4.39M 0.7% +42,553 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: 4,781 shares; 2025Q1: 7,058 shares; 2025Q2: 35,325 shares; 2025Q3: 44,873 shares; 2025Q4: 45,918 shares; 2026Q1: 59,660 shares 59,660 $4.29M 0.68% +13,742 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: 3,893 shares; 2024Q4: 5,733 shares; 2025Q1: 6,049 shares; 2025Q2: 8,375 shares; 2025Q3: 8,062 shares; 2025Q4: 8,961 shares; 2026Q1: 7,371 shares 7,371 $4.25M 0.67% -1,590 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: 42,639 shares; 2024Q4: 46,650 shares; 2025Q1: 29,694 shares; 2025Q2: 23,388 shares; 2025Q3: 27,763 shares; 2025Q4: 28,492 shares; 2026Q1: 24,616 shares 24,616 $4.18M 0.66% -3,876 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 45,324 shares; 2025Q3: 54,605 shares; 2025Q4: 53,072 shares; 2026Q1: 48,844 shares 48,844 $4.05M 0.64% -4,228 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,089 shares; 2024Q4: 10,671 shares; 2025Q1: 16,680 shares; 2025Q2: 18,147 shares; 2025Q3: 19,145 shares; 2025Q4: 20,808 shares; 2026Q1: 20,689 shares 20,689 $4.04M 0.64% -119 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: 22,767 shares; 2024Q4: 25,065 shares; 2025Q1: 29,967 shares; 2025Q2: 29,415 shares; 2025Q3: 38,594 shares; 2025Q4: 39,693 shares; 2026Q1: 42,986 shares 42,986 $4.04M 0.64% +3,293 Timeline MIRM MIRUM PHARMACEUTICALS INC More: the full row for MIRUM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,514 shares; 2024Q4: 39,920 shares; 2025Q1: 48,910 shares; 2025Q2: 50,997 shares; 2025Q3: 48,441 shares; 2025Q4: 50,384 shares; 2026Q1: 43,646 shares 43,646 $4.03M 0.64% -6,738 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,420 shares 70,420 $3.98M 0.63% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,653 shares; 2024Q4: 6,687 shares; 2025Q1: 16,402 shares; 2025Q2: 16,316 shares; 2025Q3: 17,467 shares; 2025Q4: 17,175 shares; 2026Q1: 20,141 shares 20,141 $3.97M 0.63% +2,966 Timeline OUSM 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: 76,186 shares; 2024Q4: not reported; 2025Q1: 42,639 shares; 2025Q2: 59,423 shares; 2025Q3: 76,933 shares; 2025Q4: 80,708 shares; 2026Q1: 89,685 shares 89,685 $3.92M 0.62% +8,977 Timeline BBEU 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: 21,625 shares; 2025Q1: 26,041 shares; 2025Q2: 36,952 shares; 2025Q3: 48,409 shares; 2025Q4: 50,369 shares; 2026Q1: 53,633 shares 53,633 $3.88M 0.62% +3,264 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,393 shares; 2025Q2: 2,436 shares; 2025Q3: 2,436 shares; 2025Q4: 1,271 shares; 2026Q1: 27,106 shares 27,106 $3.8M 0.6% +25,835 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,640 shares; 2025Q4: 20,187 shares; 2026Q1: 23,701 shares 23,701 $3.69M 0.58% +3,514 Timeline ORKA ORUKA THERAPEUTICS INC More: the full row for ORUKA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,664 shares; 2026Q1: 72,422 shares 72,422 $3.55M 0.56% -9,242 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,379 shares; 2025Q2: 5,802 shares; 2025Q3: 4,380 shares; 2025Q4: 4,375 shares; 2026Q1: 2,551 shares 2,551 $3.52M 0.56% -1,824 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161,631 shares; 2024Q4: 174,641 shares; 2025Q1: 169,838 shares; 2025Q2: 176,900 shares; 2025Q3: 137,055 shares; 2025Q4: 118,938 shares; 2026Q1: 200,848 shares 200,848 $3.46M 0.55% +81,910 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 2,637 shares; 2025Q1: 1,530 shares; 2025Q2: 2,463 shares; 2025Q3: 2,618 shares; 2025Q4: 3,018 shares; 2026Q1: 3,824 shares 3,824 $3.34M 0.53% +806 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: 14,278 shares; 2024Q4: 16,940 shares; 2025Q1: 17,986 shares; 2025Q2: 14,271 shares; 2025Q3: 17,084 shares; 2025Q4: 17,737 shares; 2026Q1: 15,796 shares 15,796 $3.27M 0.52% -1,941 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,507 shares; 2025Q3: 36,691 shares; 2025Q4: 60,499 shares; 2026Q1: 70,341 shares 70,341 $3.25M 0.51% +9,842 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,822 shares; 2025Q3: 32,310 shares; 2025Q4: 54,444 shares; 2026Q1: 63,854 shares 63,854 $3.25M 0.51% +9,410 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: 28,154 shares; 2024Q4: 28,447 shares; 2025Q1: 49,265 shares; 2025Q2: 43,608 shares; 2025Q3: 28,632 shares; 2025Q4: 27,898 shares; 2026Q1: 26,305 shares 26,305 $3.16M 0.5% -1,593 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: 19,292 shares; 2024Q4: 20,784 shares; 2025Q1: 19,238 shares; 2025Q2: 22,709 shares; 2025Q3: 63,042 shares; 2025Q4: 64,651 shares; 2026Q1: 62,803 shares 62,803 $3.15M 0.5% -1,848 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,584 shares; 2024Q4: 13,819 shares; 2025Q1: 14,914 shares; 2025Q2: 15,428 shares; 2025Q3: 15,513 shares; 2025Q4: 15,744 shares; 2026Q1: 14,714 shares 14,714 $3.06M 0.48% -1,030 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: 18,366 shares; 2024Q4: 19,491 shares; 2025Q1: 5,044 shares; 2025Q2: 5,363 shares; 2025Q3: 5,409 shares; 2025Q4: 5,832 shares; 2026Q1: 5,271 shares 5,271 $3.02M 0.48% -561 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: 3,968 shares; 2024Q4: 5,083 shares; 2025Q1: 17,489 shares; 2025Q2: 14,007 shares; 2025Q3: 18,127 shares; 2025Q4: 19,235 shares; 2026Q1: 20,756 shares 20,756 $3M 0.47% +1,521 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,948 shares; 2025Q3: 50,039 shares; 2025Q4: 53,155 shares; 2026Q1: 43,011 shares 43,011 $2.96M 0.47% -10,144 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: 1,787 shares; 2024Q4: 3,827 shares; 2025Q1: 4,560 shares; 2025Q2: 4,414 shares; 2025Q3: 12,472 shares; 2025Q4: 13,097 shares; 2026Q1: 12,601 shares 12,601 $2.9M 0.46% -496 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: 29,525 shares; 2024Q4: 34,868 shares; 2025Q1: 39,046 shares; 2025Q2: 29,058 shares; 2025Q3: 39,507 shares; 2025Q4: 40,525 shares; 2026Q1: 37,896 shares 37,896 $2.88M 0.46% -2,629 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: 13,877 shares; 2024Q4: 10,052 shares; 2025Q1: 64,211 shares; 2025Q2: 46,655 shares; 2025Q3: 52,381 shares; 2025Q4: 53,762 shares; 2026Q1: 57,404 shares 57,404 $2.8M 0.44% +3,642 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,166 shares; 2025Q3: 52,432 shares; 2025Q4: 78,846 shares; 2026Q1: 91,401 shares 91,401 $2.79M 0.44% +12,555 Timeline QVOY ULTIMUS MANAGERS TR More: the full row for ULTIMUS MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,027 shares; 2024Q4: 91,670 shares; 2025Q1: 13,373 shares; 2025Q2: 13,152 shares; 2025Q3: 93,015 shares; 2025Q4: 8,500 shares; 2026Q1: 94,288 shares 94,288 $2.65M 0.42% +85,788 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: 5,276 shares; 2024Q4: 5,549 shares; 2025Q1: 6,243 shares; 2025Q2: 5,628 shares; 2025Q3: 5,909 shares; 2025Q4: 6,006 shares; 2026Q1: 6,043 shares 6,043 $2.6M 0.41% +37 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: 10,436 shares; 2024Q4: 10,870 shares; 2025Q1: 13,235 shares; 2025Q2: 13,370 shares; 2025Q3: 9,829 shares; 2025Q4: 12,917 shares; 2026Q1: 17,576 shares 17,576 $2.59M 0.41% +4,659 Timeline IREN IREN LIMITED More: the full row for IREN 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: 35,628 shares; 2026Q1: 73,667 shares 73,667 $2.53M 0.4% +38,039 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,473 shares; 2024Q4: 14,755 shares; 2025Q1: 14,480 shares; 2025Q2: 16,218 shares; 2025Q3: 17,674 shares; 2025Q4: 20,271 shares; 2026Q1: 20,020 shares 20,020 $2.5M 0.4% -251 Timeline FIGR FIGURE TECHNOLOGY SOLUTIO More: the full row for FIGURE TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,527 shares; 2026Q1: 72,107 shares 72,107 $2.45M 0.39% +25,580 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: 3,790 shares; 2024Q4: 3,797 shares; 2025Q1: 12,927 shares; 2025Q2: 3,809 shares; 2025Q3: 11,765 shares; 2025Q4: 12,525 shares; 2026Q1: 11,347 shares 11,347 $2.42M 0.38% -1,178 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: 3,035 shares; 2024Q4: 6,955 shares; 2025Q1: 6,699 shares; 2025Q2: 7,082 shares; 2025Q3: 6,786 shares; 2025Q4: 6,888 shares; 2026Q1: 7,086 shares 7,086 $2.33M 0.37% +198 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,371 shares; 2025Q4: 48,171 shares; 2026Q1: 50,406 shares 50,406 $2.31M 0.37% +2,235 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,364 shares; 2024Q4: 11,099 shares; 2025Q1: 4,109 shares; 2025Q2: 3,887 shares; 2025Q3: 29,973 shares; 2025Q4: 31,334 shares; 2026Q1: 31,958 shares 31,958 $2.31M 0.37% +624 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: 554 shares; 2024Q4: 1,430 shares; 2025Q1: 1,271 shares; 2025Q2: 1,791 shares; 2025Q3: 1,797 shares; 2025Q4: 1,777 shares; 2026Q1: 2,658 shares 2,658 $2.25M 0.36% +881 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: 5,988 shares; 2024Q4: 6,351 shares; 2025Q1: 5,879 shares; 2025Q2: 7,186 shares; 2025Q3: 6,400 shares; 2025Q4: 5,024 shares; 2026Q1: 4,599 shares 4,599 $2.2M 0.35% -425 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,322 shares; 2025Q2: 33,172 shares; 2025Q3: 41,095 shares; 2025Q4: 42,886 shares; 2026Q1: 47,040 shares 47,040 $2.19M 0.35% +4,154 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: 15,413 shares; 2024Q4: 16,692 shares; 2025Q1: 15,179 shares; 2025Q2: 9,527 shares; 2025Q3: 12,952 shares; 2025Q4: 12,958 shares; 2026Q1: 13,040 shares 13,040 $2.16M 0.34% +82 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,412 shares; 2024Q4: 45,332 shares; 2025Q1: 52,462 shares; 2025Q2: 34,463 shares; 2025Q3: 48,847 shares; 2025Q4: 50,284 shares; 2026Q1: 53,138 shares 53,138 $2.14M 0.34% +2,854 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,156 shares; 2024Q4: 35,678 shares; 2025Q1: 46,521 shares; 2025Q2: 26,779 shares; 2025Q3: 23,810 shares; 2025Q4: 23,962 shares; 2026Q1: 19,604 shares 19,604 $2.12M 0.34% -4,358 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,338 shares; 2025Q2: 14,445 shares; 2025Q3: 17,185 shares; 2025Q4: 17,887 shares; 2026Q1: 19,858 shares 19,858 $2.12M 0.34% +1,971 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: 3,872 shares; 2024Q4: 5,576 shares; 2025Q1: 5,948 shares; 2025Q2: 7,141 shares; 2025Q3: 6,455 shares; 2025Q4: 7,098 shares; 2026Q1: 6,599 shares 6,599 $2.12M 0.34% -499 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,406 shares; 2024Q4: 6,116 shares; 2025Q1: 7,764 shares; 2025Q2: 4,813 shares; 2025Q3: 5,740 shares; 2025Q4: 5,939 shares; 2026Q1: 6,100 shares 6,100 $2.09M 0.33% +161 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 33,967 shares; 2025Q2: 22,352 shares; 2025Q3: 33,035 shares; 2025Q4: 34,062 shares; 2026Q1: 28,502 shares 28,502 $2.09M 0.33% -5,560 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: 4,448 shares; 2024Q4: 4,382 shares; 2025Q1: 4,751 shares; 2025Q2: 4,436 shares; 2025Q3: 4,410 shares; 2025Q4: 5,617 shares; 2026Q1: 4,431 shares 4,431 $2.05M 0.33% -1,186 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,531 shares; 2025Q2: 7,334 shares; 2025Q3: 10,847 shares; 2025Q4: 11,363 shares; 2026Q1: 13,010 shares 13,010 $2.05M 0.32% +1,647 Timeline RSPT 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: 45,102 shares; 2024Q4: 52,585 shares; 2025Q1: 53,536 shares; 2025Q2: 53,954 shares; 2025Q3: 53,960 shares; 2025Q4: 44,824 shares; 2026Q1: 44,818 shares 44,818 $2.03M 0.32% -6 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,852 shares; 2025Q2: 10,564 shares; 2025Q3: 14,664 shares; 2025Q4: 15,257 shares; 2026Q1: 19,741 shares 19,741 $2.03M 0.32% +4,484 Timeline TLTW 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: 35,615 shares; 2026Q1: 87,753 shares 87,753 $1.98M 0.31% +52,138 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,628 shares; 2024Q4: 55,446 shares; 2025Q1: 63,262 shares; 2025Q2: 39,905 shares; 2025Q3: 54,794 shares; 2025Q4: 58,481 shares; 2026Q1: 72,577 shares 72,577 $1.98M 0.31% +14,096 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: 17,440 shares; 2024Q4: 19,699 shares; 2025Q1: 21,009 shares; 2025Q2: 21,927 shares; 2025Q3: 20,626 shares; 2025Q4: 19,063 shares; 2026Q1: 15,728 shares 15,728 $1.96M 0.31% -3,335 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: 12,443 shares; 2024Q4: 13,013 shares; 2025Q1: 2,743 shares; 2025Q2: 3,580 shares; 2025Q3: 3,841 shares; 2025Q4: 4,331 shares; 2026Q1: 6,561 shares 6,561 $1.88M 0.3% +2,230 Timeline VV 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: 13,552 shares; 2025Q3: 8,980 shares; 2025Q4: 8,416 shares; 2026Q1: 6,213 shares 6,213 $1.86M 0.29% -2,203 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,798 shares; 2024Q4: 6,393 shares; 2025Q1: 6,735 shares; 2025Q2: 8,259 shares; 2025Q3: 8,329 shares; 2025Q4: not reported; 2026Q1: 16,797 shares 16,797 $1.83M 0.29% 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: 4,996 shares; 2024Q4: 6,402 shares; 2025Q1: 3,076 shares; 2025Q2: 2,925 shares; 2025Q3: 3,604 shares; 2025Q4: 4,150 shares; 2026Q1: 6,117 shares 6,117 $1.74M 0.28% +1,967 Timeline IDMO 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: 19,659 shares; 2025Q4: 23,243 shares; 2026Q1: 31,257 shares 31,257 $1.71M 0.27% +8,014 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: 1,620 shares; 2024Q4: 1,598 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,884 shares; 2026Q1: 11,562 shares 11,562 $1.69M 0.27% -1,322 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: 3,624 shares; 2024Q4: 12,245 shares; 2025Q1: 10,669 shares; 2025Q2: 12,015 shares; 2025Q3: 12,183 shares; 2025Q4: 12,308 shares; 2026Q1: 10,364 shares 10,364 $1.66M 0.26% -1,944 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: 40,539 shares; 2024Q4: 44,599 shares; 2025Q1: 52,519 shares; 2025Q2: 58,691 shares; 2025Q3: 57,083 shares; 2025Q4: 57,763 shares; 2026Q1: 56,763 shares 56,763 $1.65M 0.26% -1,000 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,862 shares; 2025Q1: 26,463 shares; 2025Q2: 24,101 shares; 2025Q3: 22,022 shares; 2025Q4: 23,741 shares; 2026Q1: 21,033 shares 21,033 $1.61M 0.26% -2,708 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: 1,338 shares; 2024Q4: 1,040 shares; 2025Q1: not reported; 2025Q2: 749 shares; 2025Q3: 751 shares; 2025Q4: 907 shares; 2026Q1: 2,251 shares 2,251 $1.6M 0.25% +1,344 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,492 shares; 2025Q1: 2,815 shares; 2025Q2: 5,897 shares; 2025Q3: 4,940 shares; 2025Q4: 3,628 shares; 2026Q1: 6,078 shares 6,078 $1.59M 0.25% +2,450 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: 1,604 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 2,109 shares; 2025Q3: 2,109 shares; 2025Q4: 2,196 shares; 2026Q1: 2,275 shares 2,275 $1.59M 0.25% +79 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,092 shares; 2026Q1: 47,287 shares 47,287 $1.57M 0.25% +10,195 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,721 shares; 2025Q4: 13,542 shares; 2026Q1: 9,516 shares 9,516 $1.56M 0.25% -4,026 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,410 shares; 2025Q4: 16,076 shares; 2026Q1: 28,920 shares 28,920 $1.53M 0.24% +12,844 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,314 shares; 2024Q4: 351,390 shares; 2025Q1: 183,172 shares; 2025Q2: 85,729 shares; 2025Q3: 75,966 shares; 2025Q4: 68,090 shares; 2026Q1: 73,070 shares 73,070 $1.49M 0.24% +4,980 Timeline IRS IRSA INVERSIONES Y REP S A More: the full row for IRSA INVERSIONES Y REP S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,927 shares; 2024Q4: 81,848 shares; 2025Q1: 74,495 shares; 2025Q2: 75,120 shares; 2025Q3: 74,324 shares; 2025Q4: 62,377 shares; 2026Q1: 90,954 shares 90,954 $1.47M 0.23% +28,577 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,464 shares; 2024Q4: 69,156 shares; 2025Q1: 82,531 shares; 2025Q2: 82,581 shares; 2025Q3: 85,665 shares; 2025Q4: 86,206 shares; 2026Q1: 90,072 shares 90,072 $1.44M 0.23% +3,866 Timeline ZETA ZETA GLOBAL HOLDINGS CORP More: the full row for ZETA GLOBAL HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 34,561 shares; 2025Q1: 43,237 shares; 2025Q2: 68,959 shares; 2025Q3: 55,665 shares; 2025Q4: 64,637 shares; 2026Q1: 90,093 shares 90,093 $1.43M 0.23% +25,456 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: 5,724 shares; 2024Q4: 5,962 shares; 2025Q1: 6,158 shares; 2025Q2: 6,021 shares; 2025Q3: 6,738 shares; 2025Q4: 6,430 shares; 2026Q1: 6,881 shares 6,881 $1.4M 0.22% +451 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: 11,204 shares; 2024Q4: 12,541 shares; 2025Q1: 5,727 shares; 2025Q2: 6,525 shares; 2025Q3: 5,732 shares; 2025Q4: 5,460 shares; 2026Q1: 5,950 shares 5,950 $1.29M 0.21% +490 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: 15,409 shares; 2024Q4: 15,493 shares; 2025Q1: 4,020 shares; 2025Q2: 5,314 shares; 2025Q3: 4,333 shares; 2025Q4: 4,027 shares; 2026Q1: 4,367 shares 4,367 $1.28M 0.2% +340 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,019 shares 3,019 $1.26M 0.2% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,107 shares; 2025Q3: 15,885 shares; 2025Q4: 14,283 shares; 2026Q1: 13,591 shares 13,591 $1.25M 0.2% -692 Timeline RWL 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: 3,293 shares; 2024Q4: 4,094 shares; 2025Q1: 5,058 shares; 2025Q2: 6,783 shares; 2025Q3: 8,808 shares; 2025Q4: 9,451 shares; 2026Q1: 10,738 shares 10,738 $1.23M 0.2% +1,287 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,305 shares; 2024Q4: 15,070 shares; 2025Q1: 15,921 shares; 2025Q2: 10,781 shares; 2025Q3: 8,607 shares; 2025Q4: 24,060 shares; 2026Q1: 23,857 shares 23,857 $1.21M 0.19% -203 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,900 shares; 2024Q4: 30,342 shares; 2025Q1: 30,999 shares; 2025Q2: 69,966 shares; 2025Q3: 86,164 shares; 2025Q4: 73,374 shares; 2026Q1: 86,223 shares 86,223 $1.18M 0.19% +12,849 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: 18,392 shares; 2024Q4: 18,904 shares; 2025Q1: 5,269 shares; 2025Q2: 5,959 shares; 2025Q3: 5,624 shares; 2025Q4: 5,423 shares; 2026Q1: 5,423 shares 5,423 $1.17M 0.18% 0 Timeline XMMO 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: 56,626 shares; 2025Q2: 60,369 shares; 2025Q3: 64,889 shares; 2025Q4: 72,642 shares; 2026Q1: 7,936 shares 7,936 $1.15M 0.18% -64,706 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,184 shares; 2025Q3: 12,140 shares; 2025Q4: 11,432 shares; 2026Q1: 11,342 shares 11,342 $1.14M 0.18% -90 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,448 shares; 2024Q4: 92,448 shares; 2025Q1: 89,448 shares; 2025Q2: 89,448 shares; 2025Q3: 89,448 shares; 2025Q4: 90,275 shares; 2026Q1: 78,870 shares 78,870 $1.13M 0.18% -11,405 Timeline PHO 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: 4,970 shares; 2024Q4: 5,441 shares; 2025Q1: 9,918 shares; 2025Q2: 13,103 shares; 2025Q3: 14,153 shares; 2025Q4: 13,644 shares; 2026Q1: 16,595 shares 16,595 $1.11M 0.18% +2,951 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,111 shares; 2025Q4: not reported; 2026Q1: 3,171 shares 3,171 $1.07M 0.17% new Timeline PWB 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: 2,545 shares; 2025Q4: 6,004 shares; 2026Q1: 8,223 shares 8,223 $1.04M 0.16% +2,219 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: 10,789 shares; 2024Q4: 9,690 shares; 2025Q1: 9,448 shares; 2025Q2: 4,112 shares; 2025Q3: 4,035 shares; 2025Q4: 4,328 shares; 2026Q1: 4,730 shares 4,730 $1.03M 0.16% +402 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: 1,606 shares; 2025Q2: 1,465 shares; 2025Q3: 1,447 shares; 2025Q4: 1,796 shares; 2026Q1: 5,323 shares 5,323 $1.03M 0.16% +3,527 Timeline INCM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,871 shares; 2026Q1: 33,972 shares 33,972 $977K 0.15% +14,101 Timeline SMH 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: 1,360 shares; 2024Q4: 1,339 shares; 2025Q1: not reported; 2025Q2: 919 shares; 2025Q3: 1,524 shares; 2025Q4: 2,009 shares; 2026Q1: 2,545 shares 2,545 $976K 0.15% +536 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 48,517 shares; 2026Q1: 65,539 shares 65,539 $968K 0.15% +17,022 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: 13,336 shares; 2024Q4: 4,670 shares; 2025Q1: 4,829 shares; 2025Q2: 5,775 shares; 2025Q3: 5,850 shares; 2025Q4: 4,834 shares; 2026Q1: 4,777 shares 4,777 $951K 0.15% -57 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: 2,714 shares; 2024Q4: 4,209 shares; 2025Q1: 3,659 shares; 2025Q2: 3,926 shares; 2025Q3: 3,694 shares; 2025Q4: 3,905 shares; 2026Q1: 3,881 shares 3,881 $941K 0.15% -24 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,716 shares; 2025Q1: 6,063 shares; 2025Q2: 7,189 shares; 2025Q3: 7,197 shares; 2025Q4: 7,204 shares; 2026Q1: 6,814 shares 6,814 $926K 0.15% -390 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: 9,002 shares; 2026Q1: 19,953 shares 19,953 $926K 0.15% +10,951 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,098 shares; 2024Q4: 2,851 shares; 2025Q1: 3,400 shares; 2025Q2: 3,201 shares; 2025Q3: 3,196 shares; 2025Q4: 3,581 shares; 2026Q1: 3,675 shares 3,675 $915K 0.14% +94 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,498 shares; 2025Q2: 1,305 shares; 2025Q3: not reported; 2025Q4: 1,160 shares; 2026Q1: 4,317 shares 4,317 $912K 0.14% +3,157 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: 3,844 shares; 2024Q4: 5,050 shares; 2025Q1: 4,604 shares; 2025Q2: 4,981 shares; 2025Q3: 4,773 shares; 2025Q4: 4,447 shares; 2026Q1: 3,732 shares 3,732 $912K 0.14% -715 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,546 shares; 2024Q4: 23,916 shares; 2025Q1: 6,587 shares; 2025Q2: 7,255 shares; 2025Q3: 6,700 shares; 2025Q4: 7,086 shares; 2026Q1: 6,818 shares 6,818 $894K 0.14% -268 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: 4,714 shares; 2024Q4: 4,714 shares; 2025Q1: 4,575 shares; 2025Q2: 4,260 shares; 2025Q3: 4,260 shares; 2025Q4: 4,261 shares; 2026Q1: 4,261 shares 4,261 $877K 0.14% 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: 1,534 shares; 2024Q4: 1,527 shares; 2025Q1: 1,293 shares; 2025Q2: 874 shares; 2025Q3: 732 shares; 2025Q4: 762 shares; 2026Q1: 1,784 shares 1,784 $822K 0.13% +1,022 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,734 shares; 2024Q4: 9,259 shares; 2025Q1: 8,926 shares; 2025Q2: 10,872 shares; 2025Q3: 10,778 shares; 2025Q4: 12,892 shares; 2026Q1: 3,237 shares 3,237 $812K 0.13% -9,655 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,059 shares 1,059 $782K 0.12% new Timeline SETM SPROTT FDS TR More: the full row for SPROTT 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: not reported; 2025Q4: not reported; 2026Q1: 23,126 shares 23,126 $765K 0.12% new 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: 82,951 shares; 2024Q4: 77,329 shares; 2025Q1: 77,351 shares; 2025Q2: 73,866 shares; 2025Q3: 58,335 shares; 2025Q4: 58,672 shares; 2026Q1: 64,145 shares 64,145 $740K 0.12% +5,473 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: 943 shares; 2024Q4: 2,248 shares; 2025Q1: 2,157 shares; 2025Q2: 2,151 shares; 2025Q3: 2,152 shares; 2025Q4: 2,196 shares; 2026Q1: 2,089 shares 2,089 $735K 0.12% -107 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,003 shares; 2024Q4: 889 shares; 2025Q1: 944 shares; 2025Q2: 608 shares; 2025Q3: 677 shares; 2025Q4: 8,267 shares; 2026Q1: 7,638 shares 7,638 $734K 0.12% -629 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: 4,537 shares; 2024Q4: 5,067 shares; 2025Q1: 6,166 shares; 2025Q2: 6,833 shares; 2025Q3: 7,400 shares; 2025Q4: 8,053 shares; 2026Q1: 9,209 shares 9,209 $733K 0.12% +1,156 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,783 shares; 2024Q4: 5,729 shares; 2025Q1: 2,286 shares; 2025Q2: 2,178 shares; 2025Q3: 1,979 shares; 2025Q4: 1,833 shares; 2026Q1: 6,586 shares 6,586 $723K 0.11% +4,753 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.11% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,845 shares 2,845 $711K 0.11% new 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: 9,720 shares; 2024Q4: 11,012 shares; 2025Q1: 10,016 shares; 2025Q2: 11,783 shares; 2025Q3: 11,341 shares; 2025Q4: 10,346 shares; 2026Q1: 10,346 shares 10,346 $683K 0.11% 0 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,892 shares; 2024Q4: 38,543 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,773 shares 4,773 $674K 0.11% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS 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: 3,605 shares 3,605 $649K 0.1% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,580 shares; 2024Q4: 87,874 shares; 2025Q1: 32,501 shares; 2025Q2: 33,843 shares; 2025Q3: 27,161 shares; 2025Q4: 26,917 shares; 2026Q1: 22,907 shares 22,907 $643K 0.1% -4,010 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,098 shares; 2024Q4: 91,092 shares; 2025Q1: 22,633 shares; 2025Q2: 20,977 shares; 2025Q3: 20,690 shares; 2025Q4: 10,936 shares; 2026Q1: 6,200 shares 6,200 $641K 0.1% -4,736 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,181 shares 1,181 $635K 0.1% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 360 shares; 2025Q1: 473 shares; 2025Q2: 438 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 479 shares 479 $633K 0.1% -1 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,667 shares; 2025Q1: 2,142 shares; 2025Q2: 2,169 shares; 2025Q3: 2,057 shares; 2025Q4: 2,057 shares; 2026Q1: 1,757 shares 1,757 $617K 0.1% -300 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: 4,035 shares; 2024Q4: 5,020 shares; 2025Q1: 4,958 shares; 2025Q2: 4,875 shares; 2025Q3: 5,108 shares; 2025Q4: 6,317 shares; 2026Q1: 6,326 shares 6,326 $610K 0.1% +9 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,119 shares 5,119 $607K 0.1% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,148 shares; 2024Q4: 9,848 shares; 2025Q1: 10,512 shares; 2025Q2: 10,189 shares; 2025Q3: 10,122 shares; 2025Q4: 10,184 shares; 2026Q1: 9,996 shares 9,996 $606K 0.1% -188 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,824 shares; 2025Q1: 4,129 shares; 2025Q2: 4,481 shares; 2025Q3: 4,494 shares; 2025Q4: 4,829 shares; 2026Q1: 4,122 shares 4,122 $603K 0.1% -707 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,913 shares; 2025Q1: 2,038 shares; 2025Q2: 1,866 shares; 2025Q3: 1,717 shares; 2025Q4: 1,813 shares; 2026Q1: 1,834 shares 1,834 $603K 0.1% +21 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: not reported; 2026Q1: 4,742 shares 4,742 $599K 0.09% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 669 shares; 2024Q4: 692 shares; 2025Q1: not reported; 2025Q2: 555 shares; 2025Q3: 565 shares; 2025Q4: 540 shares; 2026Q1: 661 shares 661 $592K 0.09% +121 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,391 shares; 2024Q4: 2,451 shares; 2025Q1: 1,747 shares; 2025Q2: 1,992 shares; 2025Q3: 1,810 shares; 2025Q4: 1,971 shares; 2026Q1: 1,808 shares 1,808 $591K 0.09% -163 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,698 shares 1,698 $584K 0.09% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,128 shares; 2025Q1: not reported; 2025Q2: 2,121 shares; 2025Q3: 2,137 shares; 2025Q4: 2,136 shares; 2026Q1: 2,290 shares 2,290 $574K 0.09% +154 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,100 shares; 2025Q1: 9,100 shares; 2025Q2: 9,100 shares; 2025Q3: 9,100 shares; 2025Q4: 9,100 shares; 2026Q1: 9,100 shares 9,100 $568K 0.09% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,121 shares; 2024Q4: 4,070 shares; 2025Q1: 4,090 shares; 2025Q2: 4,459 shares; 2025Q3: 4,641 shares; 2025Q4: 4,724 shares; 2026Q1: 4,724 shares 4,724 $560K 0.09% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,361 shares; 2025Q1: 3,286 shares; 2025Q2: 5,075 shares; 2025Q3: 5,768 shares; 2025Q4: 5,787 shares; 2026Q1: 5,654 shares 5,654 $560K 0.09% -133 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,037 shares; 2026Q1: 13,179 shares 13,179 $558K 0.09% +142 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: 2,405 shares; 2025Q1: 2,396 shares; 2025Q2: 2,617 shares; 2025Q3: 2,278 shares; 2025Q4: 2,282 shares; 2026Q1: 2,283 shares 2,283 $558K 0.09% +1 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: 4,197 shares; 2024Q4: 4,659 shares; 2025Q1: 6,098 shares; 2025Q2: 2,776 shares; 2025Q3: 2,008 shares; 2025Q4: 2,040 shares; 2026Q1: 2,001 shares 2,001 $541K 0.09% -39 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,350 shares; 2024Q4: 23,551 shares; 2025Q1: 24,002 shares; 2025Q2: 10,682 shares; 2025Q3: 11,041 shares; 2025Q4: 10,840 shares; 2026Q1: 9,123 shares 9,123 $539K 0.09% -1,717 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: 3,794 shares; 2024Q4: 4,013 shares; 2025Q1: 5,705 shares; 2025Q2: 26,063 shares; 2025Q3: 16,978 shares; 2025Q4: 12,773 shares; 2026Q1: 7,918 shares 7,918 $535K 0.08% -4,855 Timeline IOO 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: 2,943 shares; 2024Q4: 3,485 shares; 2025Q1: 3,496 shares; 2025Q2: 3,413 shares; 2025Q3: 4,125 shares; 2025Q4: 4,171 shares; 2026Q1: 4,418 shares 4,418 $534K 0.08% +247 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: 54,695 shares; 2024Q4: 42,587 shares; 2025Q1: 30,954 shares; 2025Q2: 19,349 shares; 2025Q3: 7,174 shares; 2025Q4: 4,584 shares; 2026Q1: 8,541 shares 8,541 $534K 0.08% +3,957 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,225 shares 6,225 $528K 0.08% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,838 shares; 2024Q4: 17,195 shares; 2025Q1: 14,188 shares; 2025Q2: 14,144 shares; 2025Q3: 12,908 shares; 2025Q4: 12,909 shares; 2026Q1: 12,837 shares 12,837 $527K 0.08% -72 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 42,242 shares; 2025Q1: 24,498 shares; 2025Q2: 28,810 shares; 2025Q3: 19,892 shares; 2025Q4: 13,313 shares; 2026Q1: 13,315 shares 13,315 $526K 0.08% +2 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: 13,847 shares; 2024Q4: 8,905 shares; 2025Q1: 4,336 shares; 2025Q2: 5,045 shares; 2025Q3: 5,244 shares; 2025Q4: 9,118 shares; 2026Q1: 8,494 shares 8,494 $520K 0.08% -624 Timeline PSI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,968 shares; 2026Q1: 5,459 shares 5,459 $515K 0.08% +2,491 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,834 shares 1,834 $512K 0.08% new Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,051 shares; 2024Q4: 15,052 shares; 2025Q1: 25,111 shares; 2025Q2: 25,143 shares; 2025Q3: 25,824 shares; 2025Q4: 25,875 shares; 2026Q1: 25,889 shares 25,889 $512K 0.08% +14 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: not reported; 2024Q4: 1,007 shares; 2025Q1: 1,239 shares; 2025Q2: 2,386 shares; 2025Q3: 2,466 shares; 2025Q4: 2,332 shares; 2026Q1: 1,673 shares 1,673 $506K 0.08% -659 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,728 shares 3,728 $505K 0.08% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,238 shares; 2024Q4: 6,492 shares; 2025Q1: 6,624 shares; 2025Q2: 7,576 shares; 2025Q3: 6,753 shares; 2025Q4: 6,741 shares; 2026Q1: 6,479 shares 6,479 $503K 0.08% -262 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: 2,191 shares; 2025Q1: 3,593 shares; 2025Q2: 3,439 shares; 2025Q3: 3,453 shares; 2025Q4: 3,701 shares; 2026Q1: 3,838 shares 3,838 $503K 0.08% +137 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,862 shares; 2024Q4: 6,596 shares; 2025Q1: 5,855 shares; 2025Q2: 7,969 shares; 2025Q3: 7,420 shares; 2025Q4: 9,590 shares; 2026Q1: 9,333 shares 9,333 $492K 0.08% -257 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: 4,105 shares; 2024Q4: 3,788 shares; 2025Q1: 3,341 shares; 2025Q2: 3,353 shares; 2025Q3: 3,365 shares; 2025Q4: 3,379 shares; 2026Q1: 3,245 shares 3,245 $491K 0.08% -134 Timeline SIL 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,674 shares; 2025Q4: 6,912 shares; 2026Q1: 5,110 shares 5,110 $460K 0.07% -1,802 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,858 shares; 2024Q4: 94,240 shares; 2025Q1: 43,454 shares; 2025Q2: 7,946 shares; 2025Q3: 8,150 shares; 2025Q4: 8,460 shares; 2026Q1: 8,864 shares 8,864 $460K 0.07% +404 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 622 shares; 2025Q1: not reported; 2025Q2: 862 shares; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 879 shares 879 $459K 0.07% 0 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: 3,122 shares; 2024Q4: 3,246 shares; 2025Q1: 3,131 shares; 2025Q2: 3,132 shares; 2025Q3: 3,133 shares; 2025Q4: 3,136 shares; 2026Q1: 3,132 shares 3,132 $457K 0.07% -4 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: 25,172 shares; 2024Q4: 99,165 shares; 2025Q1: 96,073 shares; 2025Q2: 40,723 shares; 2025Q3: 39,916 shares; 2025Q4: 15,910 shares; 2026Q1: 14,495 shares 14,495 $445K 0.07% -1,415 Timeline PFRL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,467 shares; 2024Q4: 8,417 shares; 2025Q1: 9,317 shares; 2025Q2: 9,277 shares; 2025Q3: 9,252 shares; 2025Q4: 9,252 shares; 2026Q1: 8,937 shares 8,937 $435K 0.07% -315 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: 9,396 shares; 2024Q4: 9,880 shares; 2025Q1: 9,766 shares; 2025Q2: 9,563 shares; 2025Q3: 9,515 shares; 2025Q4: 9,645 shares; 2026Q1: 4,505 shares 4,505 $435K 0.07% -5,140 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: 3,810 shares; 2024Q4: 3,810 shares; 2025Q1: 4,059 shares; 2025Q2: 3,963 shares; 2025Q3: 3,944 shares; 2025Q4: 4,078 shares; 2026Q1: 3,793 shares 3,793 $429K 0.07% -285 Timeline DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 38,716 shares; 2025Q3: 32,327 shares; 2025Q4: 29,770 shares; 2026Q1: 28,453 shares 28,453 $425K 0.07% -1,317 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,649 shares; 2025Q2: 6,883 shares; 2025Q3: 5,579 shares; 2025Q4: 5,969 shares; 2026Q1: 6,110 shares 6,110 $416K 0.07% +141 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,568 shares; 2025Q1: 15,773 shares; 2025Q2: 22,168 shares; 2025Q3: 22,104 shares; 2025Q4: 22,251 shares; 2026Q1: 18,452 shares 18,452 $412K 0.07% -3,799 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: 9,572 shares; 2024Q4: 11,185 shares; 2025Q1: 1,904 shares; 2025Q2: 1,965 shares; 2025Q3: 1,943 shares; 2025Q4: 2,010 shares; 2026Q1: 2,066 shares 2,066 $409K 0.06% +56 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,313 shares; 2025Q1: 2,470 shares; 2025Q2: 3,424 shares; 2025Q3: 3,431 shares; 2025Q4: 3,684 shares; 2026Q1: 3,024 shares 3,024 $407K 0.06% -660 Timeline IWL 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: 2,210 shares; 2025Q4: 2,468 shares; 2026Q1: 2,534 shares 2,534 $407K 0.06% +66 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 3,546 shares; 2025Q1: 2,763 shares; 2025Q2: 2,967 shares; 2025Q3: 2,959 shares; 2025Q4: 2,756 shares; 2026Q1: 2,609 shares 2,609 $405K 0.06% -147 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 473 shares; 2024Q4: 770 shares; 2025Q1: 782 shares; 2025Q2: 781 shares; 2025Q3: 816 shares; 2025Q4: 723 shares; 2026Q1: 806 shares 806 $403K 0.06% +83 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: 1,048 shares; 2025Q4: 1,227 shares; 2026Q1: 1,398 shares 1,398 $397K 0.06% +171 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,643 shares; 2024Q4: 2,297 shares; 2025Q1: 2,380 shares; 2025Q2: 2,448 shares; 2025Q3: 2,736 shares; 2025Q4: 3,087 shares; 2026Q1: 3,264 shares 3,264 $386K 0.06% +177 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,266 shares; 2025Q1: 1,323 shares; 2025Q2: 1,257 shares; 2025Q3: 1,309 shares; 2025Q4: 1,274 shares; 2026Q1: 1,941 shares 1,941 $381K 0.06% +667 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: 893 shares; 2024Q4: 1,599 shares; 2025Q1: 1,309 shares; 2025Q2: 1,458 shares; 2025Q3: 1,393 shares; 2025Q4: 1,648 shares; 2026Q1: 1,611 shares 1,611 $381K 0.06% -37 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,985 shares; 2025Q3: 4,673 shares; 2025Q4: 4,722 shares; 2026Q1: 4,295 shares 4,295 $379K 0.06% -427 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: 14,128 shares; 2024Q4: 25,970 shares; 2025Q1: 29,919 shares; 2025Q2: 31,022 shares; 2025Q3: 31,077 shares; 2025Q4: 26,654 shares; 2026Q1: 19,617 shares 19,617 $379K 0.06% -7,037 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: 1,733 shares; 2025Q2: 1,615 shares; 2025Q3: 1,688 shares; 2025Q4: 1,818 shares; 2026Q1: 2,280 shares 2,280 $375K 0.06% +462 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,400 shares; 2025Q2: 7,366 shares; 2025Q3: 7,366 shares; 2025Q4: 7,407 shares; 2026Q1: 7,407 shares 7,407 $375K 0.06% 0 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: 5,696 shares; 2024Q4: 4,259 shares; 2025Q1: 4,059 shares; 2025Q2: 4,395 shares; 2025Q3: 4,572 shares; 2025Q4: 4,277 shares; 2026Q1: 4,134 shares 4,134 $374K 0.06% -143 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,631 shares; 2024Q4: 45,230 shares; 2025Q1: 44,623 shares; 2025Q2: 56,022 shares; 2025Q3: 56,125 shares; 2025Q4: 62,654 shares; 2026Q1: 9,102 shares 9,102 $370K 0.06% -53,552 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,601 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,620 shares; 2026Q1: 4,628 shares 4,628 $367K 0.06% +8 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: 7,377 shares; 2024Q4: 7,182 shares; 2025Q1: 4,502 shares; 2025Q2: 4,401 shares; 2025Q3: 4,426 shares; 2025Q4: 4,428 shares; 2026Q1: 4,421 shares 4,421 $365K 0.06% -7 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,702 shares; 2026Q1: 10,702 shares 10,702 $362K 0.06% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 657 shares; 2025Q3: 653 shares; 2025Q4: 806 shares; 2026Q1: 826 shares 826 $361K 0.06% +20 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,700 shares; 2024Q4: 10,200 shares; 2025Q1: 10,200 shares; 2025Q2: 10,200 shares; 2025Q3: 10,200 shares; 2025Q4: 10,167 shares; 2026Q1: 10,167 shares 10,167 $360K 0.06% 0 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,366 shares; 2025Q4: 15,411 shares; 2026Q1: 20,564 shares 20,564 $358K 0.06% +5,153 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,609 shares 3,609 $353K 0.06% new 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: 3,791 shares; 2024Q4: 3,847 shares; 2025Q1: 4,013 shares; 2025Q2: 3,796 shares; 2025Q3: 3,904 shares; 2025Q4: 3,796 shares; 2026Q1: 3,796 shares 3,796 $352K 0.06% 0 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: 928 shares; 2026Q1: 1,004 shares 1,004 $343K 0.05% +76 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: 7,318 shares; 2024Q4: 7,318 shares; 2025Q1: 7,318 shares; 2025Q2: 25,825 shares; 2025Q3: 8,000 shares; 2025Q4: 7,353 shares; 2026Q1: 7,318 shares 7,318 $343K 0.05% -35 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 4,269 shares; 2025Q4: 4,536 shares; 2026Q1: 4,321 shares 4,321 $340K 0.05% -215 Timeline TSLR GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,969 shares; 2026Q1: 16,432 shares 16,432 $340K 0.05% +3,463 Timeline SIXZ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,700 shares; 2026Q1: 11,700 shares 11,700 $339K 0.05% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,015 shares; 2024Q4: 13,663 shares; 2025Q1: 2,256 shares; 2025Q2: 3,106 shares; 2025Q3: 3,074 shares; 2025Q4: 3,057 shares; 2026Q1: 2,767 shares 2,767 $335K 0.05% -290 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: 5,052 shares; 2024Q4: 5,511 shares; 2025Q1: 5,550 shares; 2025Q2: 5,592 shares; 2025Q3: 5,636 shares; 2025Q4: 5,684 shares; 2026Q1: 5,729 shares 5,729 $327K 0.05% +45 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: 10,328 shares; 2024Q4: 11,491 shares; 2025Q1: 16,342 shares; 2025Q2: 2,582 shares; 2025Q3: 2,316 shares; 2025Q4: 2,501 shares; 2026Q1: 2,536 shares 2,536 $327K 0.05% +35 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,226 shares; 2024Q4: 3,923 shares; 2025Q1: 3,798 shares; 2025Q2: 3,912 shares; 2025Q3: 3,599 shares; 2025Q4: 3,757 shares; 2026Q1: 3,543 shares 3,543 $326K 0.05% -214 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: 1,295 shares; 2024Q4: 1,506 shares; 2025Q1: 5,494 shares; 2025Q2: 4,933 shares; 2025Q3: 4,240 shares; 2025Q4: 790 shares; 2026Q1: 765 shares 765 $326K 0.05% -25 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 4,038 shares; 2025Q1: 4,095 shares; 2025Q2: 3,784 shares; 2025Q3: 5,146 shares; 2025Q4: 5,200 shares; 2026Q1: 5,873 shares 5,873 $326K 0.05% +673 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,643 shares; 2025Q3: 1,816 shares; 2025Q4: 1,968 shares; 2026Q1: 2,091 shares 2,091 $315K 0.05% +123 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 270 shares; 2025Q4: 401 shares; 2026Q1: 363 shares 363 $314K 0.05% -38 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 845 shares; 2025Q1: 670 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 554 shares 554 $312K 0.05% -106 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,020 shares; 2025Q3: 2,085 shares; 2025Q4: 2,090 shares; 2026Q1: 1,026 shares 1,026 $312K 0.05% -1,064 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,451 shares; 2025Q1: 2,401 shares; 2025Q2: 2,404 shares; 2025Q3: 2,404 shares; 2025Q4: 2,404 shares; 2026Q1: 2,704 shares 2,704 $311K 0.05% +300 Timeline MBS ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 35,800 shares 35,800 $310K 0.05% 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: 3,378 shares; 2025Q1: 3,172 shares; 2025Q2: 3,290 shares; 2025Q3: 3,206 shares; 2025Q4: 3,307 shares; 2026Q1: 2,682 shares 2,682 $304K 0.05% -625 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,232 shares; 2025Q2: 1,126 shares; 2025Q3: 1,267 shares; 2025Q4: 1,428 shares; 2026Q1: 1,388 shares 1,388 $304K 0.05% -40 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,483 shares; 2025Q2: 5,373 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,726 shares 4,726 $303K 0.05% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,433 shares; 2025Q3: 6,571 shares; 2025Q4: 6,037 shares; 2026Q1: 3,602 shares 3,602 $301K 0.05% -2,435 Timeline AGGH SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is 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: 14,770 shares 14,770 $301K 0.05% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,235 shares; 2024Q4: 3,677 shares; 2025Q1: 3,569 shares; 2025Q2: 3,570 shares; 2025Q3: 3,570 shares; 2025Q4: 3,570 shares; 2026Q1: 3,570 shares 3,570 $299K 0.05% 0 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: 475 shares; 2025Q1: 574 shares; 2025Q2: 686 shares; 2025Q3: 723 shares; 2025Q4: 3,616 shares; 2026Q1: 2,825 shares 2,825 $295K 0.05% -791 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: 5,448 shares; 2025Q2: 28,858 shares; 2025Q3: 11,567 shares; 2025Q4: 7,971 shares; 2026Q1: 5,423 shares 5,423 $293K 0.05% -2,548 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: 479 shares; 2024Q4: 4,274 shares; 2025Q1: 5,173 shares; 2025Q2: 3,356 shares; 2025Q3: 536 shares; 2025Q4: 804 shares; 2026Q1: 482 shares 482 $291K 0.05% -322 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,175 shares; 2025Q1: 803 shares; 2025Q2: 843 shares; 2025Q3: 824 shares; 2025Q4: 971 shares; 2026Q1: 1,197 shares 1,197 $291K 0.05% +226 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,314 shares; 2026Q1: 4,417 shares 4,417 $284K 0.04% +103 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,145 shares 1,145 $283K 0.04% new Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,780 shares; 2025Q2: not reported; 2025Q3: 12,232 shares; 2025Q4: 14,060 shares; 2026Q1: 14,295 shares 14,295 $281K 0.04% +235 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: 1,898 shares; 2024Q4: 2,404 shares; 2025Q1: 4,546 shares; 2025Q2: 6,090 shares; 2025Q3: 6,057 shares; 2025Q4: 5,762 shares; 2026Q1: 1,401 shares 1,401 $278K 0.04% -4,361 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,247 shares; 2024Q4: 33,271 shares; 2025Q1: not reported; 2025Q2: 2,958 shares; 2025Q3: 2,996 shares; 2025Q4: 3,007 shares; 2026Q1: 3,833 shares 3,833 $275K 0.04% +826 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,535 shares; 2025Q4: 2,935 shares; 2026Q1: 3,384 shares 3,384 $270K 0.04% +449 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,000 shares 8,000 $269K 0.04% new Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,501 shares; 2025Q3: 8,001 shares; 2025Q4: 8,001 shares; 2026Q1: 8,001 shares 8,001 $268K 0.04% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,722 shares; 2024Q4: 9,653 shares; 2025Q1: 9,769 shares; 2025Q2: 9,631 shares; 2025Q3: 9,446 shares; 2025Q4: 8,904 shares; 2026Q1: 6,418 shares 6,418 $267K 0.04% -2,486 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,378 shares 1,378 $264K 0.04% new Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is 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: 675 shares 675 $264K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,971 shares; 2024Q4: 7,351 shares; 2025Q1: 9,244 shares; 2025Q2: 9,692 shares; 2025Q3: 16,589 shares; 2025Q4: 16,648 shares; 2026Q1: 1,400 shares 1,400 $261K 0.04% -15,248 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: 1,472 shares; 2024Q4: 1,538 shares; 2025Q1: 1,303 shares; 2025Q2: 1,118 shares; 2025Q3: 1,117 shares; 2025Q4: 1,051 shares; 2026Q1: 1,147 shares 1,147 $259K 0.04% +96 Timeline XPO XPO INC More: the full row for XPO 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: 1,488 shares; 2026Q1: 1,328 shares 1,328 $258K 0.04% -160 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: 15,738 shares; 2024Q4: 21,200 shares; 2025Q1: 22,837 shares; 2025Q2: 22,156 shares; 2025Q3: 22,042 shares; 2025Q4: 22,384 shares; 2026Q1: 25,371 shares 25,371 $258K 0.04% +2,987 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: 2,072 shares; 2024Q4: 2,082 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,407 shares 1,407 $256K 0.04% 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: not reported; 2024Q4: not reported; 2025Q1: 9,010 shares; 2025Q2: not reported; 2025Q3: 7,052 shares; 2025Q4: 6,690 shares; 2026Q1: 5,763 shares 5,763 $254K 0.04% -927 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: not reported; 2024Q4: 475 shares; 2025Q1: not reported; 2025Q2: 780 shares; 2025Q3: 1,132 shares; 2025Q4: 1,167 shares; 2026Q1: 585 shares 585 $254K 0.04% -582 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: 2,358 shares; 2024Q4: 2,601 shares; 2025Q1: 2,618 shares; 2025Q2: 2,842 shares; 2025Q3: 2,826 shares; 2025Q4: 2,793 shares; 2026Q1: 2,768 shares 2,768 $254K 0.04% -25 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: not reported; 2025Q4: 244 shares; 2026Q1: 262 shares 262 $252K 0.04% +18 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 721 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 442 shares; 2025Q4: 625 shares; 2026Q1: 363 shares 363 $247K 0.04% -262 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,956 shares; 2026Q1: 7,319 shares 7,319 $246K 0.04% +363 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,696 shares; 2026Q1: 4,304 shares 4,304 $244K 0.04% +608 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,072 shares; 2025Q4: 1,244 shares; 2026Q1: 1,164 shares 1,164 $242K 0.04% -80 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND 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: 3,000 shares 3,000 $240K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,085 shares 5,085 $239K 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: 2,563 shares 2,563 $238K 0.04% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,065 shares 2,065 $238K 0.04% new 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: 18,696 shares; 2025Q1: 22,203 shares; 2025Q2: 15,132 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,805 shares 1,805 $238K 0.04% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,911 shares 2,911 $238K 0.04% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,442 shares 3,442 $238K 0.04% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,677 shares; 2025Q4: 3,372 shares; 2026Q1: 3,577 shares 3,577 $238K 0.04% +205 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,623 shares; 2025Q2: 4,903 shares; 2025Q3: 5,167 shares; 2025Q4: 4,643 shares; 2026Q1: 4,661 shares 4,661 $235K 0.04% +18 Timeline NMZ NUVEEN MUN HIGH INCOME OPPOR More: the full row for NUVEEN MUN HIGH INCOME OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,152 shares; 2025Q3: 10,081 shares; 2025Q4: 10,525 shares; 2026Q1: 22,590 shares 22,590 $234K 0.04% +12,065 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 776 shares; 2025Q3: 850 shares; 2025Q4: 850 shares; 2026Q1: 851 shares 851 $234K 0.04% +1 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 831 shares; 2024Q4: not reported; 2025Q1: 1,111 shares; 2025Q2: 728 shares; 2025Q3: 700 shares; 2025Q4: 843 shares; 2026Q1: 842 shares 842 $234K 0.04% -1 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,522 shares; 2026Q1: 3,122 shares 3,122 $233K 0.04% -400 Timeline CATH 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,007 shares; 2026Q1: 2,971 shares 2,971 $232K 0.04% -36 Timeline TOST TOAST INC More: the full row for TOAST 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: 5,044 shares; 2025Q3: 7,601 shares; 2025Q4: 8,548 shares; 2026Q1: 8,631 shares 8,631 $229K 0.04% +83 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 900 shares; 2025Q1: 809 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 709 shares 709 $227K 0.04% -100 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: not reported; 2025Q1: 9,962 shares; 2025Q2: 2,077 shares; 2025Q3: 1,827 shares; 2025Q4: 1,827 shares; 2026Q1: 1,804 shares 1,804 $226K 0.04% -23 Timeline FLRT 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: 4,914 shares; 2024Q4: 4,863 shares; 2025Q1: 4,864 shares; 2025Q2: 4,845 shares; 2025Q3: 4,833 shares; 2025Q4: 4,835 shares; 2026Q1: 4,835 shares 4,835 $224K 0.04% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,188 shares; 2024Q4: 12,296 shares; 2025Q1: 13,240 shares; 2025Q2: 3,845 shares; 2025Q3: 3,850 shares; 2025Q4: 3,800 shares; 2026Q1: 3,675 shares 3,675 $221K 0.04% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,139 shares 4,139 $218K 0.03% new Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,119 shares; 2025Q2: 3,994 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,170 shares 2,170 $217K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,603 shares; 2025Q1: 2,460 shares; 2025Q2: 2,476 shares; 2025Q3: 2,477 shares; 2025Q4: 2,438 shares; 2026Q1: 2,425 shares 2,425 $217K 0.03% -13 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,165 shares; 2025Q3: 9,809 shares; 2025Q4: 9,296 shares; 2026Q1: 8,645 shares 8,645 $217K 0.03% -651 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,564 shares; 2025Q1: not reported; 2025Q2: 6,545 shares; 2025Q3: not reported; 2025Q4: 9,419 shares; 2026Q1: 7,542 shares 7,542 $217K 0.03% -1,877 Timeline IDHQ 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: 6,345 shares; 2025Q4: 6,648 shares; 2026Q1: 6,099 shares 6,099 $216K 0.03% -549 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,277 shares 3,277 $213K 0.03% 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: 832 shares; 2024Q4: 913 shares; 2025Q1: 950 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 597 shares 597 $213K 0.03% new Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 783 shares 783 $212K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 421 shares 421 $209K 0.03% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,016 shares; 2025Q2: 5,618 shares; 2025Q3: not reported; 2025Q4: 4,609 shares; 2026Q1: 1,698 shares 1,698 $209K 0.03% -2,911 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: 10,697 shares; 2024Q4: 2,790 shares; 2025Q1: not reported; 2025Q2: 2,698 shares; 2025Q3: 3,597 shares; 2025Q4: 4,391 shares; 2026Q1: 3,713 shares 3,713 $207K 0.03% -678 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,704 shares; 2024Q4: 15,019 shares; 2025Q1: 14,433 shares; 2025Q2: 13,804 shares; 2025Q3: 13,804 shares; 2025Q4: 11,448 shares; 2026Q1: 10,415 shares 10,415 $188K 0.03% -1,033 Timeline SCO PROSHARES TR II More: the full row for PROSHARES 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: 20,000 shares 20,000 $166K 0.03% new Timeline CRF CORNERSTONE TOTAL RETURN FD More: the full row for CORNERSTONE TOTAL RETURN 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: 21,851 shares 21,851 $152K 0.02% new Timeline BITX VOLATILITY SHS TR More: the full row for VOLATILITY SHS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,674 shares; 2025Q1: 10,541 shares; 2025Q2: 12,700 shares; 2025Q3: 11,096 shares; 2025Q4: 8,842 shares; 2026Q1: 10,150 shares 10,150 $150K 0.02% +1,308 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,340 shares; 2024Q4: 18,790 shares; 2025Q1: 18,251 shares; 2025Q2: 18,486 shares; 2025Q3: 18,386 shares; 2025Q4: 18,386 shares; 2026Q1: 19,621 shares 19,621 $136K 0.02% +1,235 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is 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: 10,334 shares 10,334 $118K 0.02% new Timeline CLM CORNERSTONE STRATEGIC INVEST More: the full row for CORNERSTONE STRATEGIC INVEST Quarterly shares; oldest to newest; scale is 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: 12,530 shares 12,530 $91.2K 0.01% new Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,345 shares; 2024Q4: 41,345 shares; 2025Q1: 41,345 shares; 2025Q2: 41,345 shares; 2025Q3: 40,000 shares; 2025Q4: 40,000 shares; 2026Q1: 40,000 shares 40,000 $85.2K 0.01% 0 Timeline FSP FRANKLIN STR PPTYS CORP More: the full row for FRANKLIN STR PPTYS 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 35,000 shares 35,000 $23.3K <0.01% +25,000 Timeline MIST MILESTONE PHARMACEUTICALS IN More: the full row for MILESTONE PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $11.9K <0.01% 0 Timeline