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: 242,231 shares; 2024Q4: 239,051 shares; 2025Q1: 269,615 shares; 2025Q2: 267,635 shares; 2025Q3: 266,747 shares; 2025Q4: 264,478 shares; 2026Q1: 247,542 shares 247,542 $53.1M 10.02% -16,936 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: 296,465 shares; 2024Q4: 297,290 shares; 2025Q1: 235,202 shares; 2025Q2: 248,717 shares; 2025Q3: 251,619 shares; 2025Q4: 250,269 shares; 2026Q1: 206,948 shares 206,948 $51.5M 9.72% -43,321 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: 53,036 shares; 2024Q4: 53,601 shares; 2025Q1: 45,485 shares; 2025Q2: 51,685 shares; 2025Q3: 53,054 shares; 2025Q4: 53,056 shares; 2026Q1: 50,012 shares 50,012 $29.9M 5.64% -3,044 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: 120,634 shares; 2024Q4: 120,262 shares; 2025Q1: 159,791 shares; 2025Q2: 156,178 shares; 2025Q3: 160,177 shares; 2025Q4: 159,690 shares; 2026Q1: 160,470 shares 160,470 $22.2M 4.19% +780 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,397 shares; 2024Q4: 51,440 shares; 2025Q1: 53,146 shares; 2025Q2: 61,150 shares; 2025Q3: 67,476 shares; 2025Q4: 80,151 shares; 2026Q1: 80,372 shares 80,372 $14.8M 2.8% +221 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,655 shares; 2024Q4: 316,945 shares; 2025Q1: 310,697 shares; 2025Q2: 280,358 shares; 2025Q3: 275,958 shares; 2025Q4: 280,290 shares; 2026Q1: 279,631 shares 279,631 $13.7M 2.58% -659 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: 41,902 shares; 2024Q4: 41,752 shares; 2025Q1: 126,800 shares; 2025Q2: 123,984 shares; 2025Q3: 124,227 shares; 2025Q4: 78,260 shares; 2026Q1: 76,777 shares 76,777 $12.6M 2.38% -1,483 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: 66,755 shares; 2024Q4: 65,949 shares; 2025Q1: 78,106 shares; 2025Q2: 73,298 shares; 2025Q3: 74,294 shares; 2025Q4: 74,208 shares; 2026Q1: 73,755 shares 73,755 $11.8M 2.23% -453 Timeline EFIV 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: 99,590 shares; 2024Q4: 137,470 shares; 2025Q1: 155,439 shares; 2025Q2: 193,131 shares; 2025Q3: 198,239 shares; 2025Q4: 201,104 shares; 2026Q1: 168,952 shares 168,952 $10.7M 2.01% -32,152 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: 75,993 shares; 2024Q4: 73,937 shares; 2025Q1: 73,586 shares; 2025Q2: 69,692 shares; 2025Q3: 62,755 shares; 2025Q4: 65,150 shares; 2026Q1: 63,420 shares 63,420 $9.6M 1.81% -1,730 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 47,300 shares; 2025Q1: 54,790 shares; 2025Q2: 72,447 shares; 2025Q3: 329,072 shares; 2025Q4: 370,680 shares; 2026Q1: 401,735 shares 401,735 $9.59M 1.81% +31,055 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: 37,379 shares; 2024Q4: 36,822 shares; 2025Q1: 60,970 shares; 2025Q2: 54,925 shares; 2025Q3: 55,681 shares; 2025Q4: 55,232 shares; 2026Q1: 54,424 shares 54,424 $9.28M 1.75% -808 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: 22,788 shares; 2024Q4: 21,833 shares; 2025Q1: 21,525 shares; 2025Q2: 21,392 shares; 2025Q3: 21,185 shares; 2025Q4: 21,093 shares; 2026Q1: 20,643 shares 20,643 $8.8M 1.66% -450 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,126 shares; 2024Q4: 227,691 shares; 2025Q1: 324,274 shares; 2025Q2: 236,701 shares; 2025Q3: 173,141 shares; 2025Q4: 157,159 shares; 2026Q1: 149,401 shares 149,401 $8.45M 1.6% -7,758 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: 23,707 shares; 2024Q4: 23,741 shares; 2025Q1: 19,203 shares; 2025Q2: 18,946 shares; 2025Q3: 17,627 shares; 2025Q4: 17,559 shares; 2026Q1: 16,705 shares 16,705 $8.01M 1.51% -854 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,525 shares; 2024Q4: 177,242 shares; 2025Q1: 174,823 shares; 2025Q2: 156,239 shares; 2025Q3: 147,201 shares; 2025Q4: 144,711 shares; 2026Q1: 113,453 shares 113,453 $7.96M 1.5% -31,258 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,020 shares; 2024Q4: 119,498 shares; 2025Q1: 122,260 shares; 2025Q2: 98,279 shares; 2025Q3: 84,586 shares; 2025Q4: 80,388 shares; 2026Q1: 78,860 shares 78,860 $7.93M 1.5% -1,528 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,976 shares; 2024Q4: 16,474 shares; 2025Q1: 382,521 shares; 2025Q2: 354,002 shares; 2025Q3: 355,121 shares; 2025Q4: 355,427 shares; 2026Q1: 355,538 shares 355,538 $7.22M 1.36% +111 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: 17,369 shares; 2024Q4: 17,332 shares; 2025Q1: 14,335 shares; 2025Q2: 13,881 shares; 2025Q3: 13,667 shares; 2025Q4: 13,615 shares; 2026Q1: 12,087 shares 12,087 $6.98M 1.32% -1,528 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,082 shares; 2024Q4: 21,337 shares; 2025Q1: 44,431 shares; 2025Q2: 43,706 shares; 2025Q3: 43,708 shares; 2025Q4: 43,477 shares; 2026Q1: 43,306 shares 43,306 $6.54M 1.24% -171 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,464 shares; 2024Q4: 57,407 shares; 2025Q1: 57,023 shares; 2025Q2: 49,788 shares; 2025Q3: 46,349 shares; 2025Q4: 43,897 shares; 2026Q1: 42,076 shares 42,076 $6.09M 1.15% -1,821 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,548 shares; 2024Q4: 355,942 shares; 2025Q1: 361,493 shares; 2025Q2: 481,734 shares; 2025Q3: 509,767 shares; 2025Q4: 523,318 shares; 2026Q1: 540,065 shares 540,065 $5.58M 1.05% +16,747 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,330 shares; 2024Q4: 28,654 shares; 2025Q1: 28,710 shares; 2025Q2: 23,368 shares; 2025Q3: 21,725 shares; 2025Q4: 20,949 shares; 2026Q1: 20,113 shares 20,113 $5.18M 0.98% -836 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: 7 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.95% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,407 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 32,874 shares; 2025Q3: 34,528 shares; 2025Q4: 37,717 shares; 2026Q1: 37,244 shares 37,244 $4.77M 0.9% -473 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,449 shares; 2024Q4: 41,736 shares; 2025Q1: 41,809 shares; 2025Q2: 41,680 shares; 2025Q3: 43,603 shares; 2025Q4: 44,105 shares; 2026Q1: 42,166 shares 42,166 $4.7M 0.89% -1,939 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: 11,033 shares; 2024Q4: 10,823 shares; 2025Q1: 10,680 shares; 2025Q2: 10,702 shares; 2025Q3: 10,315 shares; 2025Q4: 10,113 shares; 2026Q1: 10,108 shares 10,108 $4.41M 0.83% -5 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 9,849 shares; 2025Q1: 9,839 shares; 2025Q2: 10,026 shares; 2025Q3: 10,031 shares; 2025Q4: 9,766 shares; 2026Q1: 9,772 shares 9,772 $4.34M 0.82% +6 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: 30,810 shares; 2024Q4: 36,132 shares; 2025Q1: 36,906 shares; 2025Q2: 54,003 shares; 2025Q3: 76,468 shares; 2025Q4: 80,387 shares; 2026Q1: 81,304 shares 81,304 $3.81M 0.72% +917 Timeline ICF 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: 50,190 shares; 2024Q4: 52,014 shares; 2025Q1: 51,442 shares; 2025Q2: 54,912 shares; 2025Q3: 55,041 shares; 2025Q4: 57,363 shares; 2026Q1: 58,738 shares 58,738 $3.64M 0.69% +1,375 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: 5,101 shares; 2024Q4: 5,025 shares; 2025Q1: 4,818 shares; 2025Q2: 4,810 shares; 2025Q3: 4,715 shares; 2025Q4: 4,693 shares; 2026Q1: 5,005 shares 5,005 $3.26M 0.61% +312 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: 66,369 shares; 2024Q4: 64,219 shares; 2025Q1: 63,905 shares; 2025Q2: 57,978 shares; 2025Q3: 50,950 shares; 2025Q4: 48,254 shares; 2026Q1: 47,528 shares 47,528 $3.21M 0.61% -726 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,398 shares; 2024Q4: 27,313 shares; 2025Q1: 27,318 shares; 2025Q2: 49,768 shares; 2025Q3: 57,464 shares; 2025Q4: 59,033 shares; 2026Q1: 59,144 shares 59,144 $3.14M 0.59% +111 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: 31,384 shares; 2024Q4: 30,618 shares; 2025Q1: 30,411 shares; 2025Q2: 28,900 shares; 2025Q3: 27,460 shares; 2025Q4: 26,320 shares; 2026Q1: 25,079 shares 25,079 $3.12M 0.59% -1,241 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,620 shares; 2024Q4: 31,182 shares; 2025Q1: 30,747 shares; 2025Q2: 28,765 shares; 2025Q3: 27,680 shares; 2025Q4: 26,726 shares; 2026Q1: 25,708 shares 25,708 $3.05M 0.57% -1,018 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: 17,301 shares; 2024Q4: 16,505 shares; 2025Q1: 16,445 shares; 2025Q2: 15,868 shares; 2025Q3: 14,860 shares; 2025Q4: 14,306 shares; 2026Q1: 14,150 shares 14,150 $3.02M 0.57% -156 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: 10,768 shares; 2024Q4: 16,830 shares; 2025Q1: 17,045 shares; 2025Q2: 21,072 shares; 2025Q3: 19,754 shares; 2025Q4: 19,078 shares; 2026Q1: 18,789 shares 18,789 $3.02M 0.57% -289 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: 12,196 shares; 2024Q4: 12,090 shares; 2025Q1: 12,041 shares; 2025Q2: 11,258 shares; 2025Q3: 11,020 shares; 2025Q4: 10,445 shares; 2026Q1: 10,364 shares 10,364 $2.98M 0.56% -81 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,500 shares; 2024Q4: 39,049 shares; 2025Q1: 37,783 shares; 2025Q2: 33,872 shares; 2025Q3: 33,077 shares; 2025Q4: 32,712 shares; 2026Q1: 32,109 shares 32,109 $2.98M 0.56% -603 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,929 shares; 2024Q4: 28,381 shares; 2025Q1: 28,299 shares; 2025Q2: 25,986 shares; 2025Q3: 26,613 shares; 2025Q4: 29,397 shares; 2026Q1: 30,000 shares 30,000 $2.92M 0.55% +603 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,614 shares; 2024Q4: 12,464 shares; 2025Q1: 12,340 shares; 2025Q2: 10,229 shares; 2025Q3: 9,360 shares; 2025Q4: 9,451 shares; 2026Q1: 9,041 shares 9,041 $2.73M 0.52% -410 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,271 shares; 2024Q4: 71,965 shares; 2025Q1: 29,546 shares; 2025Q2: 29,291 shares; 2025Q3: 29,096 shares; 2025Q4: 29,106 shares; 2026Q1: 27,923 shares 27,923 $2.67M 0.5% -1,183 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: 8,031 shares; 2024Q4: 8,147 shares; 2025Q1: 8,227 shares; 2025Q2: 8,417 shares; 2025Q3: 8,559 shares; 2025Q4: 8,459 shares; 2026Q1: 8,426 shares 8,426 $2.55M 0.48% -33 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: 12,447 shares; 2024Q4: 12,336 shares; 2025Q1: 12,222 shares; 2025Q2: 10,989 shares; 2025Q3: 10,223 shares; 2025Q4: 10,139 shares; 2026Q1: 9,539 shares 9,539 $2.5M 0.47% -600 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: 13,301 shares; 2024Q4: 12,868 shares; 2025Q1: 12,846 shares; 2025Q2: 12,435 shares; 2025Q3: 12,274 shares; 2025Q4: 12,321 shares; 2026Q1: 12,645 shares 12,645 $2.48M 0.47% +324 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,270 shares; 2024Q4: 6,049 shares; 2025Q1: 192,938 shares; 2025Q2: 187,837 shares; 2025Q3: 186,779 shares; 2025Q4: 176,431 shares; 2026Q1: 90,227 shares 90,227 $2.36M 0.45% -86,204 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: 4,330 shares; 2024Q4: 4,284 shares; 2025Q1: 4,228 shares; 2025Q2: 3,985 shares; 2025Q3: 3,928 shares; 2025Q4: 3,635 shares; 2026Q1: 3,551 shares 3,551 $2.32M 0.44% -84 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,676 shares; 2024Q4: 27,097 shares; 2025Q1: 8,168 shares; 2025Q2: 10,283 shares; 2025Q3: 14,368 shares; 2025Q4: 15,936 shares; 2026Q1: 23,704 shares 23,704 $2.3M 0.43% +7,768 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: 3,219 shares; 2024Q4: 3,397 shares; 2025Q1: 3,514 shares; 2025Q2: 3,573 shares; 2025Q3: 3,943 shares; 2025Q4: 4,039 shares; 2026Q1: 3,977 shares 3,977 $2.28M 0.43% -62 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,744 shares; 2024Q4: 32,420 shares; 2025Q1: 145,122 shares; 2025Q2: 148,242 shares; 2025Q3: 145,029 shares; 2025Q4: 146,108 shares; 2026Q1: 145,835 shares 145,835 $2.27M 0.43% -273 Timeline FOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,937 shares; 2024Q4: 88,132 shares; 2025Q1: 88,044 shares; 2025Q2: 87,130 shares; 2025Q3: 87,130 shares; 2025Q4: 85,344 shares; 2026Q1: 44,143 shares 44,143 $2.1M 0.4% -41,201 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: 3,871 shares; 2024Q4: 3,440 shares; 2025Q1: 3,304 shares; 2025Q2: 3,231 shares; 2025Q3: 3,102 shares; 2025Q4: 3,103 shares; 2026Q1: 2,985 shares 2,985 $2.08M 0.39% -118 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,790 shares; 2024Q4: 21,796 shares; 2025Q1: 21,787 shares; 2025Q2: 22,306 shares; 2025Q3: 22,294 shares; 2025Q4: 22,241 shares; 2026Q1: 21,364 shares 21,364 $1.98M 0.37% -877 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: 1,515 shares; 2024Q4: 1,587 shares; 2025Q1: 16,683 shares; 2025Q2: 19,009 shares; 2025Q3: 19,043 shares; 2025Q4: 37,591 shares; 2026Q1: 36,816 shares 36,816 $1.92M 0.36% -775 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,012 shares; 2024Q4: 25,691 shares; 2025Q1: 25,596 shares; 2025Q2: 22,901 shares; 2025Q3: 21,401 shares; 2025Q4: 20,769 shares; 2026Q1: 19,819 shares 19,819 $1.87M 0.35% -950 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: 26,544 shares; 2024Q4: 26,257 shares; 2025Q1: 26,185 shares; 2025Q2: 24,197 shares; 2025Q3: 23,508 shares; 2025Q4: 23,331 shares; 2026Q1: 23,291 shares 23,291 $1.81M 0.34% -40 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: 8,323 shares; 2024Q4: 7,420 shares; 2025Q1: 7,468 shares; 2025Q2: 7,339 shares; 2025Q3: 7,392 shares; 2025Q4: 7,185 shares; 2026Q1: 7,238 shares 7,238 $1.77M 0.33% +53 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,385 shares; 2024Q4: 2,354 shares; 2025Q1: 2,335 shares; 2025Q2: 1,653 shares; 2025Q3: 1,611 shares; 2025Q4: 1,516 shares; 2026Q1: 1,489 shares 1,489 $1.62M 0.31% -27 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,148 shares; 2024Q4: 16,928 shares; 2025Q1: 14,103 shares; 2025Q2: 13,741 shares; 2025Q3: 14,102 shares; 2025Q4: 14,028 shares; 2026Q1: 14,041 shares 14,041 $1.59M 0.3% +13 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,774 shares; 2024Q4: 15,700 shares; 2025Q1: 15,727 shares; 2025Q2: 13,762 shares; 2025Q3: 12,885 shares; 2025Q4: 11,890 shares; 2026Q1: 11,865 shares 11,865 $1.57M 0.3% -25 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,255 shares; 2024Q4: 15,214 shares; 2025Q1: 15,078 shares; 2025Q2: 13,190 shares; 2025Q3: 13,108 shares; 2025Q4: 12,844 shares; 2026Q1: 11,503 shares 11,503 $1.56M 0.29% -1,341 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: 9,052 shares; 2024Q4: 9,194 shares; 2025Q1: 30,201 shares; 2025Q2: 30,007 shares; 2025Q3: 30,438 shares; 2025Q4: 30,242 shares; 2026Q1: 32,132 shares 32,132 $1.47M 0.28% +1,890 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: 2,606 shares; 2024Q4: 6,314 shares; 2025Q1: 16,712 shares; 2025Q2: 17,179 shares; 2025Q3: 17,797 shares; 2025Q4: 17,621 shares; 2026Q1: 19,899 shares 19,899 $1.46M 0.28% +2,278 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,481 shares; 2024Q4: 49,115 shares; 2025Q1: 12,678 shares; 2025Q2: 12,643 shares; 2025Q3: 12,644 shares; 2025Q4: 12,574 shares; 2026Q1: 12,000 shares 12,000 $1.45M 0.27% -574 Timeline PPA 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: 8,303 shares; 2024Q4: 8,384 shares; 2025Q1: 8,446 shares; 2025Q2: 8,582 shares; 2025Q3: 8,442 shares; 2025Q4: 8,442 shares; 2026Q1: 8,495 shares 8,495 $1.41M 0.27% +53 Timeline ONEV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,938 shares; 2024Q4: 7,833 shares; 2025Q1: 8,201 shares; 2025Q2: 7,735 shares; 2025Q3: 8,296 shares; 2025Q4: 9,875 shares; 2026Q1: 10,305 shares 10,305 $1.38M 0.26% +430 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: 1,545 shares; 2024Q4: 1,548 shares; 2025Q1: 1,553 shares; 2025Q2: 1,521 shares; 2025Q3: 1,664 shares; 2025Q4: 1,646 shares; 2026Q1: 1,625 shares 1,625 $1.37M 0.26% -21 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,841 shares; 2025Q1: 145,436 shares; 2025Q2: 66,134 shares; 2025Q3: 66,225 shares; 2025Q4: 83,782 shares; 2026Q1: 83,820 shares 83,820 $1.37M 0.26% +38 Timeline SUSA 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: 60,248 shares; 2024Q4: 51,554 shares; 2025Q1: 13,085 shares; 2025Q2: 10,097 shares; 2025Q3: 10,079 shares; 2025Q4: 10,079 shares; 2026Q1: 9,939 shares 9,939 $1.31M 0.25% -140 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: 3,978 shares; 2024Q4: 3,981 shares; 2025Q1: 3,984 shares; 2025Q2: 4,271 shares; 2025Q3: 4,633 shares; 2025Q4: 4,497 shares; 2026Q1: 4,394 shares 4,394 $1.26M 0.24% -103 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: 5,401 shares; 2024Q4: 6,996 shares; 2025Q1: 25,332 shares; 2025Q2: 24,760 shares; 2025Q3: 24,977 shares; 2025Q4: 24,948 shares; 2026Q1: 24,741 shares 24,741 $1.19M 0.22% -207 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: 31,444 shares; 2024Q4: 29,715 shares; 2025Q1: 8,156 shares; 2025Q2: 8,230 shares; 2025Q3: 8,565 shares; 2025Q4: 8,586 shares; 2026Q1: 8,032 shares 8,032 $1.18M 0.22% -554 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 2,251 shares; 2025Q1: 2,251 shares; 2025Q2: 2,085 shares; 2025Q3: 1,973 shares; 2025Q4: 1,946 shares; 2026Q1: 1,903 shares 1,903 $1.17M 0.22% -43 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,311 shares; 2024Q4: 7,006 shares; 2025Q1: 6,879 shares; 2025Q2: 6,892 shares; 2025Q3: 6,725 shares; 2025Q4: 5,716 shares; 2026Q1: 5,436 shares 5,436 $1.15M 0.22% -280 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,458 shares; 2024Q4: 3,392 shares; 2025Q1: 30,199 shares; 2025Q2: 24,332 shares; 2025Q3: 24,329 shares; 2025Q4: 24,087 shares; 2026Q1: 24,027 shares 24,027 $1.07M 0.2% -60 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: 12,529 shares; 2024Q4: 35,853 shares; 2025Q1: 36,440 shares; 2025Q2: 26,005 shares; 2025Q3: 22,782 shares; 2025Q4: 22,049 shares; 2026Q1: 32,630 shares 32,630 $1M 0.19% +10,581 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,668 shares; 2024Q4: 2,855 shares; 2025Q1: 23,940 shares; 2025Q2: 24,109 shares; 2025Q3: 24,171 shares; 2025Q4: 24,196 shares; 2026Q1: 24,592 shares 24,592 $989K 0.19% +396 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,619 shares; 2024Q4: 20,402 shares; 2025Q1: 20,222 shares; 2025Q2: 19,925 shares; 2025Q3: 17,354 shares; 2025Q4: 15,416 shares; 2026Q1: 15,340 shares 15,340 $946K 0.18% -76 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,140 shares; 2024Q4: 2,939 shares; 2025Q1: 2,999 shares; 2025Q2: 3,526 shares; 2025Q3: 3,671 shares; 2025Q4: 3,616 shares; 2026Q1: 3,632 shares 3,632 $880K 0.17% +16 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: 8,566 shares; 2024Q4: 7,572 shares; 2025Q1: 7,553 shares; 2025Q2: 7,516 shares; 2025Q3: 7,547 shares; 2025Q4: 6,527 shares; 2026Q1: 7,046 shares 7,046 $848K 0.16% +519 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: 30,044 shares; 2025Q1: 4,604 shares; 2025Q2: 4,223 shares; 2025Q3: 4,367 shares; 2025Q4: 4,370 shares; 2026Q1: 3,932 shares 3,932 $840K 0.16% -438 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: 111,000 shares; 2024Q4: 104,655 shares; 2025Q1: 110,655 shares; 2025Q2: 81,725 shares; 2025Q3: 75,005 shares; 2025Q4: 75,005 shares; 2026Q1: 52,500 shares 52,500 $836K 0.16% -22,505 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,981 shares; 2025Q3: 17,557 shares; 2025Q4: 17,239 shares; 2026Q1: 17,275 shares 17,275 $829K 0.16% +36 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,236 shares; 2024Q4: 19,066 shares; 2025Q1: 19,100 shares; 2025Q2: 18,567 shares; 2025Q3: 17,876 shares; 2025Q4: 17,715 shares; 2026Q1: 16,661 shares 16,661 $823K 0.16% -1,054 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: 7,024 shares; 2024Q4: 7,344 shares; 2025Q1: 3,165 shares; 2025Q2: 3,711 shares; 2025Q3: 4,033 shares; 2025Q4: 4,063 shares; 2026Q1: 3,974 shares 3,974 $808K 0.15% -89 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: 6,010 shares; 2024Q4: 6,005 shares; 2025Q1: 6,048 shares; 2025Q2: 6,202 shares; 2025Q3: 6,325 shares; 2025Q4: 3,598 shares; 2026Q1: 3,858 shares 3,858 $798K 0.15% +260 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: 701 shares; 2024Q4: 1,056 shares; 2025Q1: 18,221 shares; 2025Q2: 16,420 shares; 2025Q3: 16,967 shares; 2025Q4: 17,645 shares; 2026Q1: 17,267 shares 17,267 $772K 0.15% -378 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: 2,026 shares; 2024Q4: 3,028 shares; 2025Q1: 3,083 shares; 2025Q2: 2,490 shares; 2025Q3: 2,497 shares; 2025Q4: 1,861 shares; 2026Q1: 1,936 shares 1,936 $742K 0.14% +75 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,117 shares; 2025Q1: 2,119 shares; 2025Q2: 2,121 shares; 2025Q3: 2,124 shares; 2025Q4: 2,112 shares; 2026Q1: 2,076 shares 2,076 $740K 0.14% -36 Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,881 shares; 2024Q4: 14,494 shares; 2025Q1: 14,156 shares; 2025Q2: 20,165 shares; 2025Q3: 21,904 shares; 2025Q4: 21,833 shares; 2026Q1: 12,996 shares 12,996 $734K 0.14% -8,837 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: 1,196 shares; 2024Q4: 1,204 shares; 2025Q1: 1,212 shares; 2025Q2: 1,178 shares; 2025Q3: 1,185 shares; 2025Q4: 1,193 shares; 2026Q1: 1,199 shares 1,199 $724K 0.14% +6 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: 1,474 shares; 2024Q4: 1,832 shares; 2025Q1: 2,092 shares; 2025Q2: 2,160 shares; 2025Q3: 1,889 shares; 2025Q4: 30,968 shares; 2026Q1: 31,207 shares 31,207 $724K 0.14% +239 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,392 shares; 2024Q4: 13,392 shares; 2025Q1: 13,874 shares; 2025Q2: 52,608 shares; 2025Q3: 52,737 shares; 2025Q4: 51,193 shares; 2026Q1: 25,662 shares 25,662 $702K 0.13% -25,531 Timeline FMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,707 shares; 2024Q4: 29,707 shares; 2025Q1: 29,707 shares; 2025Q2: 39,400 shares; 2025Q3: 39,400 shares; 2025Q4: 38,941 shares; 2026Q1: 12,981 shares 12,981 $685K 0.13% -25,960 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: 1,619 shares; 2024Q4: 1,571 shares; 2025Q1: 1,607 shares; 2025Q2: 2,320 shares; 2025Q3: 2,338 shares; 2025Q4: 17,747 shares; 2026Q1: 17,771 shares 17,771 $683K 0.13% +24 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: 2,359 shares; 2024Q4: 2,168 shares; 2025Q1: 10,595 shares; 2025Q2: 7,709 shares; 2025Q3: 7,680 shares; 2025Q4: 8,060 shares; 2026Q1: 8,008 shares 8,008 $675K 0.13% -52 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: 1,976 shares; 2024Q4: 1,984 shares; 2025Q1: 1,989 shares; 2025Q2: 2,028 shares; 2025Q3: 1,952 shares; 2025Q4: 1,981 shares; 2026Q1: 2,094 shares 2,094 $672K 0.13% +113 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,772 shares; 2025Q1: 5,775 shares; 2025Q2: 5,636 shares; 2025Q3: 5,638 shares; 2025Q4: 5,641 shares; 2026Q1: 5,470 shares 5,470 $648K 0.12% -171 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: 156 shares; 2024Q4: 233 shares; 2025Q1: 315 shares; 2025Q2: 745 shares; 2025Q3: 800 shares; 2025Q4: 818 shares; 2026Q1: 913 shares 913 $647K 0.12% +95 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,179 shares; 2025Q1: 2,181 shares; 2025Q2: 2,013 shares; 2025Q3: 1,987 shares; 2025Q4: 1,990 shares; 2026Q1: 1,925 shares 1,925 $633K 0.12% -65 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 1,981 shares; 2025Q1: 1,970 shares; 2025Q2: 1,822 shares; 2025Q3: 1,749 shares; 2025Q4: 2,061 shares; 2026Q1: 2,010 shares 2,010 $631K 0.12% -51 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: 11,679 shares; 2024Q4: 9,705 shares; 2025Q1: 9,162 shares; 2025Q2: 8,265 shares; 2025Q3: 8,538 shares; 2025Q4: 8,145 shares; 2026Q1: 6,488 shares 6,488 $625K 0.12% -1,657 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,891 shares; 2024Q4: 7,893 shares; 2025Q1: 7,897 shares; 2025Q2: 6,332 shares; 2025Q3: 6,612 shares; 2025Q4: 6,323 shares; 2026Q1: 6,323 shares 6,323 $622K 0.12% 0 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: 4,679 shares; 2024Q4: 2,698 shares; 2025Q1: 9,327 shares; 2025Q2: 9,925 shares; 2025Q3: 9,481 shares; 2025Q4: 9,295 shares; 2026Q1: 9,318 shares 9,318 $618K 0.12% +23 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: 7,861 shares; 2024Q4: 7,785 shares; 2025Q1: 7,664 shares; 2025Q2: 8,580 shares; 2025Q3: 6,774 shares; 2025Q4: 6,831 shares; 2026Q1: 6,491 shares 6,491 $588K 0.11% -340 Timeline FJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,219 shares; 2024Q4: 13,219 shares; 2025Q1: 13,219 shares; 2025Q2: 13,219 shares; 2025Q3: 19,141 shares; 2025Q4: 19,141 shares; 2026Q1: 10,736 shares 10,736 $587K 0.11% -8,405 Timeline FAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,430 shares; 2024Q4: 4,430 shares; 2025Q1: 5,581 shares; 2025Q2: 34,468 shares; 2025Q3: 34,859 shares; 2025Q4: 34,859 shares; 2026Q1: 12,900 shares 12,900 $579K 0.11% -21,959 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 680 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 684 shares; 2025Q4: 689 shares; 2026Q1: 8,996 shares 8,996 $579K 0.11% +8,307 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379 shares; 2024Q4: 2,393 shares; 2025Q1: 2,300 shares; 2025Q2: 2,209 shares; 2025Q3: 2,211 shares; 2025Q4: 4,426 shares; 2026Q1: 4,320 shares 4,320 $574K 0.11% -106 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,767 shares; 2024Q4: 1,768 shares; 2025Q1: 1,769 shares; 2025Q2: 1,771 shares; 2025Q3: 1,749 shares; 2025Q4: 1,750 shares; 2026Q1: 1,751 shares 1,751 $571K 0.11% +1 Timeline YJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,447 shares; 2024Q4: 16,447 shares; 2025Q1: 18,004 shares; 2025Q2: 36,004 shares; 2025Q3: 55,327 shares; 2025Q4: 55,327 shares; 2026Q1: 22,036 shares 22,036 $567K 0.11% -33,291 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: 19,408 shares; 2024Q4: 19,809 shares; 2025Q1: 19,580 shares; 2025Q2: 19,661 shares; 2025Q3: 19,543 shares; 2025Q4: 19,103 shares; 2026Q1: 19,183 shares 19,183 $556K 0.1% +80 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: 345 shares; 2024Q4: 700 shares; 2025Q1: 1,496 shares; 2025Q2: 2,176 shares; 2025Q3: 2,884 shares; 2025Q4: 3,500 shares; 2026Q1: 3,672 shares 3,672 $537K 0.1% +172 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,076 shares; 2024Q4: 2,083 shares; 2025Q1: 2,085 shares; 2025Q2: 2,087 shares; 2025Q3: 2,092 shares; 2025Q4: 2,093 shares; 2026Q1: 2,093 shares 2,093 $532K 0.1% 0 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: 4,014 shares; 2024Q4: 3,902 shares; 2025Q1: 15,815 shares; 2025Q2: 15,569 shares; 2025Q3: 15,610 shares; 2025Q4: 15,475 shares; 2026Q1: 15,188 shares 15,188 $515K 0.1% -287 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: 141 shares; 2024Q4: 188 shares; 2025Q1: 20,580 shares; 2025Q2: 17,617 shares; 2025Q3: 17,778 shares; 2025Q4: 17,769 shares; 2026Q1: 17,769 shares 17,769 $503K 0.09% 0 Timeline SMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,681 shares; 2024Q4: 9,681 shares; 2025Q1: 10,176 shares; 2025Q2: 32,062 shares; 2025Q3: 41,651 shares; 2025Q4: 41,196 shares; 2026Q1: 18,980 shares 18,980 $499K 0.09% -22,216 Timeline SOCL 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: 13,505 shares; 2024Q4: 13,505 shares; 2025Q1: 13,505 shares; 2025Q2: 13,505 shares; 2025Q3: 13,517 shares; 2025Q4: 12,659 shares; 2026Q1: 11,387 shares 11,387 $493K 0.09% -1,272 Timeline KXI 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: 7,417 shares; 2024Q4: 7,522 shares; 2025Q1: 7,306 shares; 2025Q2: 7,384 shares; 2025Q3: 7,384 shares; 2025Q4: 7,347 shares; 2026Q1: 7,347 shares 7,347 $492K 0.09% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,246 shares; 2024Q4: 3,176 shares; 2025Q1: 76,352 shares; 2025Q2: 73,328 shares; 2025Q3: 73,051 shares; 2025Q4: 81,634 shares; 2026Q1: 81,594 shares 81,594 $485K 0.09% -40 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,707 shares; 2024Q4: 1,709 shares; 2025Q1: 1,711 shares; 2025Q2: 2,723 shares; 2025Q3: 2,761 shares; 2025Q4: 2,761 shares; 2026Q1: 2,728 shares 2,728 $473K 0.09% -33 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,385 shares; 2025Q1: 1,373 shares; 2025Q2: 834 shares; 2025Q3: 804 shares; 2025Q4: 755 shares; 2026Q1: 829 shares 829 $467K 0.09% +74 Timeline PKB 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: 5,132 shares; 2024Q4: 4,774 shares; 2025Q1: 4,775 shares; 2025Q2: 4,779 shares; 2025Q3: 4,780 shares; 2025Q4: 4,781 shares; 2026Q1: 4,783 shares 4,783 $467K 0.09% +2 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: 864 shares; 2024Q4: 925 shares; 2025Q1: 11,351 shares; 2025Q2: 17,781 shares; 2025Q3: 17,675 shares; 2025Q4: 17,568 shares; 2026Q1: 17,568 shares 17,568 $466K 0.09% 0 Timeline SFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,806 shares; 2024Q4: 10,806 shares; 2025Q1: 13,084 shares; 2025Q2: 41,975 shares; 2025Q3: 42,127 shares; 2025Q4: 41,449 shares; 2026Q1: 19,471 shares 19,471 $462K 0.09% -21,978 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,217 shares; 2025Q1: 4,164 shares; 2025Q2: 3,334 shares; 2025Q3: 4,058 shares; 2025Q4: 3,420 shares; 2026Q1: 3,082 shares 3,082 $457K 0.09% -338 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,384 shares; 2025Q1: 1,385 shares; 2025Q2: 1,385 shares; 2025Q3: 1,386 shares; 2025Q4: 1,388 shares; 2026Q1: 1,237 shares 1,237 $454K 0.09% -151 Timeline IYF 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: 4,110 shares; 2024Q4: 4,149 shares; 2025Q1: 4,162 shares; 2025Q2: 4,176 shares; 2025Q3: 4,188 shares; 2025Q4: 4,207 shares; 2026Q1: 3,845 shares 3,845 $452K 0.09% -362 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: 9,004 shares; 2024Q4: 9,014 shares; 2025Q1: 9,022 shares; 2025Q2: 7,710 shares; 2025Q3: 7,593 shares; 2025Q4: 3,937 shares; 2026Q1: 3,940 shares 3,940 $446K 0.08% +3 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,774 shares; 2024Q4: 2,792 shares; 2025Q1: 2,813 shares; 2025Q2: 2,678 shares; 2025Q3: 2,758 shares; 2025Q4: 2,219 shares; 2026Q1: 2,233 shares 2,233 $434K 0.08% +14 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: 4,067 shares; 2024Q4: 5,127 shares; 2025Q1: 5,163 shares; 2025Q2: 5,218 shares; 2025Q3: 5,274 shares; 2025Q4: 5,346 shares; 2026Q1: 5,376 shares 5,376 $426K 0.08% +30 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,959 shares; 2024Q4: 4,970 shares; 2025Q1: 4,976 shares; 2025Q2: 4,984 shares; 2025Q3: 4,991 shares; 2025Q4: 4,999 shares; 2026Q1: 5,017 shares 5,017 $426K 0.08% +18 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: 4,902 shares; 2024Q4: 4,616 shares; 2025Q1: 4,615 shares; 2025Q2: 3,904 shares; 2025Q3: 2,786 shares; 2025Q4: 2,786 shares; 2026Q1: 2,717 shares 2,717 $422K 0.08% -69 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: 7,133 shares; 2024Q4: 8,354 shares; 2025Q1: 7,115 shares; 2025Q2: 17,234 shares; 2025Q3: 17,194 shares; 2025Q4: 17,243 shares; 2026Q1: 19,321 shares 19,321 $419K 0.08% +2,078 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: 7,433 shares; 2024Q4: 7,897 shares; 2025Q1: 7,619 shares; 2025Q2: 7,888 shares; 2025Q3: 5,981 shares; 2025Q4: 5,656 shares; 2026Q1: 5,467 shares 5,467 $416K 0.08% -189 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,522 shares; 2024Q4: 11,522 shares; 2025Q1: 11,522 shares; 2025Q2: 11,522 shares; 2025Q3: 11,522 shares; 2025Q4: 11,522 shares; 2026Q1: 8,771 shares 8,771 $413K 0.08% -2,751 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: 19,172 shares; 2024Q4: 19,543 shares; 2025Q1: 14,873 shares; 2025Q2: 14,556 shares; 2025Q3: 8,967 shares; 2025Q4: 8,625 shares; 2026Q1: 8,313 shares 8,313 $405K 0.08% -312 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 603 shares; 2024Q4: 603 shares; 2025Q1: 645 shares; 2025Q2: 2,661 shares; 2025Q3: 2,661 shares; 2025Q4: 2,648 shares; 2026Q1: 2,648 shares 2,648 $385K 0.07% 0 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: 182 shares; 2024Q4: 169 shares; 2025Q1: 53,295 shares; 2025Q2: 55,446 shares; 2025Q3: 55,502 shares; 2025Q4: 55,492 shares; 2026Q1: 55,624 shares 55,624 $380K 0.07% +132 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 3,341 shares; 2025Q1: 3,343 shares; 2025Q2: 3,401 shares; 2025Q3: 3,479 shares; 2025Q4: 3,462 shares; 2026Q1: 3,752 shares 3,752 $372K 0.07% +290 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: 3,438 shares; 2024Q4: 13,765 shares; 2025Q1: 13,781 shares; 2025Q2: 13,262 shares; 2025Q3: 13,275 shares; 2025Q4: 13,288 shares; 2026Q1: 12,747 shares 12,747 $371K 0.07% -541 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,331 shares; 2025Q1: 1,331 shares; 2025Q2: 1,331 shares; 2025Q3: 1,331 shares; 2025Q4: 4,666 shares; 2026Q1: 4,915 shares 4,915 $370K 0.07% +249 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,468 shares; 2024Q4: 7,505 shares; 2025Q1: 7,540 shares; 2025Q2: 7,571 shares; 2025Q3: 7,604 shares; 2025Q4: 7,634 shares; 2026Q1: 7,664 shares 7,664 $364K 0.07% +30 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,022 shares; 2024Q4: 6,022 shares; 2025Q1: 8,068 shares; 2025Q2: 8,068 shares; 2025Q3: 7,960 shares; 2025Q4: 8,071 shares; 2026Q1: 7,130 shares 7,130 $355K 0.07% -941 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,702 shares; 2024Q4: 5,315 shares; 2025Q1: 5,334 shares; 2025Q2: 4,663 shares; 2025Q3: 4,698 shares; 2025Q4: 4,739 shares; 2026Q1: 4,752 shares 4,752 $350K 0.07% +13 Timeline NMM NAVIOS MARITIME PARTNERS LP More: the full row for NAVIOS MARITIME PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,116 shares; 2024Q4: 5,116 shares; 2025Q1: 5,116 shares; 2025Q2: 5,116 shares; 2025Q3: 5,116 shares; 2025Q4: 5,116 shares; 2026Q1: 5,116 shares 5,116 $345K 0.07% 0 Timeline FMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,125 shares; 2024Q4: 9,125 shares; 2025Q1: 9,270 shares; 2025Q2: 9,241 shares; 2025Q3: 9,241 shares; 2025Q4: 8,853 shares; 2026Q1: 7,074 shares 7,074 $343K 0.06% -1,779 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: 2,646 shares; 2024Q4: 2,648 shares; 2025Q1: 2,652 shares; 2025Q2: 2,655 shares; 2025Q3: 2,857 shares; 2025Q4: 2,661 shares; 2026Q1: 2,977 shares 2,977 $342K 0.06% +316 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,880 shares; 2024Q4: 2,507 shares; 2025Q1: 1,873 shares; 2025Q2: 1,874 shares; 2025Q3: 1,874 shares; 2025Q4: 1,875 shares; 2026Q1: 1,875 shares 1,875 $340K 0.06% 0 Timeline DDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,034 shares; 2024Q4: 15,022 shares; 2025Q1: 18,562 shares; 2025Q2: 18,455 shares; 2025Q3: 18,445 shares; 2025Q4: 18,435 shares; 2026Q1: 7,597 shares 7,597 $336K 0.06% -10,838 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,078 shares; 2024Q4: 10,493 shares; 2025Q1: 10,477 shares; 2025Q2: 7,177 shares; 2025Q3: 6,039 shares; 2025Q4: 5,889 shares; 2026Q1: 5,889 shares 5,889 $334K 0.06% 0 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,852 shares; 2024Q4: 8,852 shares; 2025Q1: 8,852 shares; 2025Q2: 7,635 shares; 2025Q3: 10,376 shares; 2025Q4: 7,986 shares; 2026Q1: 6,393 shares 6,393 $331K 0.06% -1,593 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: 2,001 shares; 2024Q4: 1,813 shares; 2025Q1: 1,753 shares; 2025Q2: 1,376 shares; 2025Q3: 1,399 shares; 2025Q4: 1,366 shares; 2026Q1: 1,646 shares 1,646 $328K 0.06% +280 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,599 shares; 2024Q4: 4,511 shares; 2025Q1: 4,534 shares; 2025Q2: 4,563 shares; 2025Q3: 3,910 shares; 2025Q4: 3,942 shares; 2026Q1: 3,964 shares 3,964 $325K 0.06% +22 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 7,213 shares; 2025Q2: 9,589 shares; 2025Q3: 9,645 shares; 2025Q4: 9,589 shares; 2026Q1: 9,641 shares 9,641 $318K 0.06% +52 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,653 shares; 2024Q4: 9,691 shares; 2025Q1: 9,696 shares; 2025Q2: 9,696 shares; 2025Q3: 10,027 shares; 2025Q4: 11,427 shares; 2026Q1: 6,031 shares 6,031 $305K 0.06% -5,396 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: 775 shares; 2024Q4: 778 shares; 2025Q1: 778 shares; 2025Q2: 814 shares; 2025Q3: 912 shares; 2025Q4: 885 shares; 2026Q1: 1,062 shares 1,062 $301K 0.06% +177 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,047 shares; 2024Q4: 15,114 shares; 2025Q1: 15,075 shares; 2025Q2: 7,723 shares; 2025Q3: 7,333 shares; 2025Q4: 7,333 shares; 2026Q1: 7,333 shares 7,333 $301K 0.06% 0 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: 608 shares; 2024Q4: 608 shares; 2025Q1: 608 shares; 2025Q2: 608 shares; 2025Q3: 608 shares; 2025Q4: 608 shares; 2026Q1: 637 shares 637 $295K 0.06% +29 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: 1,802 shares; 2024Q4: 1,802 shares; 2025Q1: 12,007 shares; 2025Q2: 12,461 shares; 2025Q3: 12,461 shares; 2025Q4: 12,461 shares; 2026Q1: 12,461 shares 12,461 $280K 0.05% 0 Timeline IGV 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: 3,295 shares; 2024Q4: 3,295 shares; 2025Q1: 3,295 shares; 2025Q2: 3,295 shares; 2025Q3: 3,446 shares; 2025Q4: 3,495 shares; 2026Q1: 3,487 shares 3,487 $279K 0.05% -8 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: 4,652 shares; 2024Q4: 4,683 shares; 2025Q1: 5,036 shares; 2025Q2: 5,722 shares; 2025Q3: 5,795 shares; 2025Q4: 5,369 shares; 2026Q1: 4,597 shares 4,597 $279K 0.05% -772 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,379 shares; 2024Q4: 900 shares; 2025Q1: 14,230 shares; 2025Q2: 17,677 shares; 2025Q3: 17,678 shares; 2025Q4: 17,669 shares; 2026Q1: 17,781 shares 17,781 $277K 0.05% +112 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: 99 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 100 shares; 2025Q3: 800 shares; 2025Q4: 802 shares; 2026Q1: 847 shares 847 $277K 0.05% +45 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: 3,423 shares; 2024Q4: 3,500 shares; 2025Q1: 3,490 shares; 2025Q2: 3,298 shares; 2025Q3: 3,305 shares; 2025Q4: 3,061 shares; 2026Q1: 3,066 shares 3,066 $275K 0.05% +5 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: 1,189 shares; 2024Q4: 291 shares; 2025Q1: 313 shares; 2025Q2: 328 shares; 2025Q3: 775 shares; 2025Q4: 919 shares; 2026Q1: 776 shares 776 $262K 0.05% -143 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: 298,275 shares; 2025Q2: 261,798 shares; 2025Q3: 261,798 shares; 2025Q4: 261,798 shares; 2026Q1: 261,798 shares 261,798 $262K 0.05% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 785 shares; 2025Q3: 575 shares; 2025Q4: 575 shares; 2026Q1: 528 shares 528 $260K 0.05% -47 Timeline ILCG 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: 2,709 shares; 2024Q4: 2,710 shares; 2025Q1: 2,710 shares; 2025Q2: 2,710 shares; 2025Q3: 2,711 shares; 2025Q4: 2,712 shares; 2026Q1: 2,712 shares 2,712 $259K 0.05% 0 Timeline DMXF 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: 3,083 shares; 2024Q4: 3,355 shares; 2025Q1: 3,355 shares; 2025Q2: 3,358 shares; 2025Q3: 3,416 shares; 2025Q4: 3,429 shares; 2026Q1: 3,429 shares 3,429 $259K 0.05% 0 Timeline YDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,335 shares; 2024Q4: 10,335 shares; 2025Q1: 11,844 shares; 2025Q2: 11,844 shares; 2025Q3: 11,844 shares; 2025Q4: 12,384 shares; 2026Q1: 9,504 shares 9,504 $250K 0.05% -2,880 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,663 shares; 2024Q4: 6,895 shares; 2025Q1: 6,725 shares; 2025Q2: 6,737 shares; 2025Q3: 6,749 shares; 2025Q4: 6,589 shares; 2026Q1: 6,600 shares 6,600 $250K 0.05% +11 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,337 shares; 2025Q1: 2,489 shares; 2025Q2: 2,492 shares; 2025Q3: 2,377 shares; 2025Q4: 2,279 shares; 2026Q1: 2,631 shares 2,631 $247K 0.05% +352 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,591 shares; 2024Q4: 1,594 shares; 2025Q1: 1,641 shares; 2025Q2: 1,979 shares; 2025Q3: 1,945 shares; 2025Q4: 1,987 shares; 2026Q1: 1,884 shares 1,884 $243K 0.05% -103 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: 225 shares; 2025Q1: not reported; 2025Q2: 450 shares; 2025Q3: 500 shares; 2025Q4: 983 shares; 2026Q1: 963 shares 963 $241K 0.05% -20 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69 shares; 2024Q4: 69 shares; 2025Q1: 69 shares; 2025Q2: 66 shares; 2025Q3: 66 shares; 2025Q4: 61 shares; 2026Q1: 56 shares 56 $236K 0.04% -5 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,034 shares; 2025Q1: 32,265 shares; 2025Q2: 1,034 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares 1,062 $232K 0.04% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,475 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,433 shares 1,433 $232K 0.04% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,024 shares; 2024Q4: 2,051 shares; 2025Q1: 2,013 shares; 2025Q2: 2,034 shares; 2025Q3: 2,055 shares; 2025Q4: 2,084 shares; 2026Q1: 2,098 shares 2,098 $229K 0.04% +14 Timeline FJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,854 shares; 2024Q4: 3,854 shares; 2025Q1: 6,743 shares; 2025Q2: 6,743 shares; 2025Q3: 6,743 shares; 2025Q4: 6,413 shares; 2026Q1: 4,535 shares 4,535 $229K 0.04% -1,878 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 590 shares; 2025Q1: 18,318 shares; 2025Q2: 65,408 shares; 2025Q3: 65,702 shares; 2025Q4: 65,702 shares; 2026Q1: 64,818 shares 64,818 $227K 0.04% -884 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 7,023 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 6,998 shares; 2025Q4: 5,939 shares; 2026Q1: 5,035 shares 5,035 $227K 0.04% -904 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: 9,076 shares; 2024Q4: 9,324 shares; 2025Q1: 14,439 shares; 2025Q2: 14,184 shares; 2025Q3: 10,977 shares; 2025Q4: 10,959 shares; 2026Q1: 5,089 shares 5,089 $225K 0.04% -5,870 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: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 3,078 shares; 2025Q2: 2,978 shares; 2025Q3: 2,978 shares; 2025Q4: 2,755 shares; 2026Q1: 2,755 shares 2,755 $219K 0.04% 0 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: 2,347 shares; 2024Q4: 2,348 shares; 2025Q1: 2,348 shares; 2025Q2: 2,348 shares; 2025Q3: 2,392 shares; 2025Q4: 2,366 shares; 2026Q1: 2,349 shares 2,349 $216K 0.04% -17 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: 450 shares; 2024Q4: 452 shares; 2025Q1: 540 shares; 2025Q2: 7,160 shares; 2025Q3: 7,829 shares; 2025Q4: 7,805 shares; 2026Q1: 7,785 shares 7,785 $214K 0.04% -20 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,461 shares; 2024Q4: 4,461 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 3,304 shares; 2025Q4: 3,154 shares; 2026Q1: 3,154 shares 3,154 $213K 0.04% 0 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: 334 shares; 2024Q4: 289 shares; 2025Q1: 289 shares; 2025Q2: 289 shares; 2025Q3: 472 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $213K 0.04% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,550 shares; 2024Q4: 28,550 shares; 2025Q1: 28,135 shares; 2025Q2: 23,095 shares; 2025Q3: 23,095 shares; 2025Q4: 20,870 shares; 2026Q1: 20,870 shares 20,870 $212K 0.04% 0 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,370 shares; 2025Q1: 2,370 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 4,072 shares; 2026Q1: 4,072 shares 4,072 $212K 0.04% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 72 shares; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 143 shares 143 $211K 0.04% -13 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: 10,063 shares; 2024Q4: 9,337 shares; 2025Q1: 8,216 shares; 2025Q2: 7,844 shares; 2025Q3: 7,036 shares; 2025Q4: 6,398 shares; 2026Q1: 7,472 shares 7,472 $210K 0.04% +1,074 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 991 shares; 2025Q1: 996 shares; 2025Q2: 935 shares; 2025Q3: 938 shares; 2025Q4: 654 shares; 2026Q1: 656 shares 656 $209K 0.04% +2 Timeline QDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,353 shares; 2024Q4: 8,353 shares; 2025Q1: 8,353 shares; 2025Q2: 8,353 shares; 2025Q3: 8,353 shares; 2025Q4: 8,353 shares; 2026Q1: 6,603 shares 6,603 $208K 0.04% -1,750 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,488 shares; 2024Q4: 2,488 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: 2,488 shares; 2026Q1: 2,488 shares 2,488 $203K 0.04% 0 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: 32 shares; 2025Q1: 105 shares; 2025Q2: 1,058 shares; 2025Q3: 1,688 shares; 2025Q4: 1,613 shares; 2026Q1: 1,638 shares 1,638 $201K 0.04% +25 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,937 shares; 2024Q4: 1,788 shares; 2025Q1: 1,791 shares; 2025Q2: 1,815 shares; 2025Q3: 1,830 shares; 2025Q4: 1,803 shares; 2026Q1: 1,803 shares 1,803 $199K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156 shares; 2024Q4: 156 shares; 2025Q1: 15,378 shares; 2025Q2: 12,958 shares; 2025Q3: 13,008 shares; 2025Q4: 13,009 shares; 2026Q1: 12,993 shares 12,993 $198K 0.04% -16 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: 627 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 573 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 559 shares 559 $197K 0.04% -15 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: 313 shares; 2024Q4: 313 shares; 2025Q1: 313 shares; 2025Q2: 313 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $196K 0.04% 0 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: 194 shares; 2024Q4: 222 shares; 2025Q1: 212 shares; 2025Q2: 212 shares; 2025Q3: 455 shares; 2025Q4: 455 shares; 2026Q1: 454 shares 454 $195K 0.04% -1 Timeline SNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 4,570 shares; 2025Q1: 12,894 shares; 2025Q2: 12,984 shares; 2025Q3: 12,984 shares; 2025Q4: 13,592 shares; 2026Q1: 7,811 shares 7,811 $194K 0.04% -5,781 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,883 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares; 2026Q1: 4,883 shares 4,883 $194K 0.04% 0 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: 797 shares; 2024Q4: 798 shares; 2025Q1: 799 shares; 2025Q2: 800 shares; 2025Q3: 787 shares; 2025Q4: 786 shares; 2026Q1: 808 shares 808 $191K 0.04% +22 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: 124 shares; 2024Q4: 124 shares; 2025Q1: 124 shares; 2025Q2: 764 shares; 2025Q3: 764 shares; 2025Q4: 764 shares; 2026Q1: 764 shares 764 $189K 0.04% 0 Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,143 shares; 2024Q4: 27,143 shares; 2025Q1: 27,143 shares; 2025Q2: 27,143 shares; 2025Q3: 27,143 shares; 2025Q4: 21,604 shares; 2026Q1: 21,604 shares 21,604 $189K 0.04% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 245 shares; 2024Q4: 245 shares; 2025Q1: 257 shares; 2025Q2: 453 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $185K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,792 shares; 2024Q4: 3,665 shares; 2025Q1: 3,440 shares; 2025Q2: 3,440 shares; 2025Q3: 3,440 shares; 2025Q4: 3,191 shares; 2026Q1: 3,191 shares 3,191 $182K 0.03% 0 Timeline FFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,684 shares; 2024Q4: 3,684 shares; 2025Q1: 7,263 shares; 2025Q2: 6,579 shares; 2025Q3: 6,579 shares; 2025Q4: 6,579 shares; 2026Q1: 3,217 shares 3,217 $180K 0.03% -3,362 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: 182 shares; 2024Q4: 182 shares; 2025Q1: 19,000 shares; 2025Q2: 15,915 shares; 2025Q3: 15,915 shares; 2025Q4: 15,915 shares; 2026Q1: 15,915 shares 15,915 $180K 0.03% 0 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: 703 shares; 2024Q4: 542 shares; 2025Q1: 26,651 shares; 2025Q2: 35,145 shares; 2025Q3: 35,150 shares; 2025Q4: 32,380 shares; 2026Q1: 32,386 shares 32,386 $179K 0.03% +6 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: 1,275 shares; 2024Q4: 1,269 shares; 2025Q1: 1,258 shares; 2025Q2: 1,222 shares; 2025Q3: 692 shares; 2025Q4: 673 shares; 2026Q1: 648 shares 648 $175K 0.03% -25 Timeline PIO 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: 4,005 shares; 2024Q4: 4,006 shares; 2025Q1: 4,007 shares; 2025Q2: 4,014 shares; 2025Q3: 4,014 shares; 2025Q4: 4,015 shares; 2026Q1: 4,016 shares 4,016 $174K 0.03% +1 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,783 shares; 2024Q4: 5,290 shares; 2025Q1: 5,370 shares; 2025Q2: 4,447 shares; 2025Q3: 3,827 shares; 2025Q4: 3,208 shares; 2026Q1: 3,191 shares 3,191 $169K 0.03% -17 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: 935 shares; 2025Q3: 935 shares; 2025Q4: 935 shares; 2026Q1: 1,235 shares 1,235 $167K 0.03% +300 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,351 shares; 2024Q4: 2,364 shares; 2025Q1: 2,379 shares; 2025Q2: 2,416 shares; 2025Q3: 2,430 shares; 2025Q4: 2,420 shares; 2026Q1: 2,433 shares 2,433 $165K 0.03% +13 Timeline XBI 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: 332 shares; 2024Q4: 252 shares; 2025Q1: 106,571 shares; 2025Q2: 96,216 shares; 2025Q3: 96,216 shares; 2025Q4: 96,216 shares; 2026Q1: 96,516 shares 96,516 $165K 0.03% +300 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,665 shares; 2024Q4: 4,456 shares; 2025Q1: 4,456 shares; 2025Q2: 3,723 shares; 2025Q3: 2,650 shares; 2025Q4: 2,234 shares; 2026Q1: 2,178 shares 2,178 $162K 0.03% -56 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: 1,017 shares; 2024Q4: 1,019 shares; 2025Q1: 1,020 shares; 2025Q2: 994 shares; 2025Q3: 996 shares; 2025Q4: 1,020 shares; 2026Q1: 984 shares 984 $162K 0.03% -36 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: 2,401 shares; 2024Q4: 2,402 shares; 2025Q1: 2,402 shares; 2025Q2: 2,402 shares; 2025Q3: 2,403 shares; 2025Q4: 2,403 shares; 2026Q1: 2,403 shares 2,403 $160K 0.03% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,704 shares; 2024Q4: 2,718 shares; 2025Q1: 2,734 shares; 2025Q2: 2,744 shares; 2025Q3: 2,755 shares; 2025Q4: 2,771 shares; 2026Q1: 2,785 shares 2,785 $159K 0.03% +14 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: 241 shares; 2024Q4: 460 shares; 2025Q1: 536 shares; 2025Q2: 694 shares; 2025Q3: 813 shares; 2025Q4: 796 shares; 2026Q1: 407 shares 407 $159K 0.03% -389 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,077 shares; 2024Q4: 1,077 shares; 2025Q1: 1,077 shares; 2025Q2: 1,077 shares; 2025Q3: 1,169 shares; 2025Q4: 1,169 shares; 2026Q1: 1,397 shares 1,397 $156K 0.03% +228 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: 118 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 302 shares; 2025Q3: 302 shares; 2025Q4: 300 shares; 2026Q1: 308 shares 308 $154K 0.03% +8 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 2,197 shares; 2025Q1: 2,208 shares; 2025Q2: 2,156 shares; 2025Q3: 2,156 shares; 2025Q4: 1,793 shares; 2026Q1: 1,793 shares 1,793 $153K 0.03% 0 Timeline RSPN 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: 2,842 shares; 2024Q4: 2,850 shares; 2025Q1: 2,855 shares; 2025Q2: 2,861 shares; 2025Q3: 2,645 shares; 2025Q4: 2,649 shares; 2026Q1: 2,654 shares 2,654 $153K 0.03% +5 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,665 shares; 2024Q4: 2,708 shares; 2025Q1: 2,743 shares; 2025Q2: 2,774 shares; 2025Q3: 2,807 shares; 2025Q4: 2,843 shares; 2026Q1: 2,881 shares 2,881 $153K 0.03% +38 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: 1,966 shares; 2024Q4: 1,991 shares; 2025Q1: 1,953 shares; 2025Q2: 1,826 shares; 2025Q3: 1,806 shares; 2025Q4: 1,828 shares; 2026Q1: 1,838 shares 1,838 $152K 0.03% +10 Timeline PBD 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: 8,398 shares; 2024Q4: 8,404 shares; 2025Q1: 8,418 shares; 2025Q2: 8,436 shares; 2025Q3: 8,449 shares; 2025Q4: 8,458 shares; 2026Q1: 8,460 shares 8,460 $152K 0.03% +2 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 827 shares; 2025Q3: 827 shares; 2025Q4: 791 shares; 2026Q1: 764 shares 764 $150K 0.03% -27 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 297 shares; 2025Q1: 273 shares; 2025Q2: 273 shares; 2025Q3: 294 shares; 2025Q4: 273 shares; 2026Q1: 517 shares 517 $150K 0.03% +244 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: 750 shares; 2024Q4: 650 shares; 2025Q1: 6,699 shares; 2025Q2: 6,373 shares; 2025Q3: 6,373 shares; 2025Q4: 6,373 shares; 2026Q1: 6,359 shares 6,359 $149K 0.03% -14 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,785 shares; 2024Q4: 1,790 shares; 2025Q1: 1,800 shares; 2025Q2: 1,632 shares; 2025Q3: 1,639 shares; 2025Q4: 1,648 shares; 2026Q1: 1,659 shares 1,659 $147K 0.03% +11 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: 516 shares; 2024Q4: 520 shares; 2025Q1: 525 shares; 2025Q2: 974 shares; 2025Q3: 1,027 shares; 2025Q4: 1,031 shares; 2026Q1: 987 shares 987 $144K 0.03% -44 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: 165 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 165 shares 165 $143K 0.03% 0 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: 2,481 shares; 2024Q4: 2,631 shares; 2025Q1: 2,482 shares; 2025Q2: 2,125 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,916 shares 1,916 $143K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 951 shares; 2025Q1: 1,258 shares; 2025Q2: 928 shares; 2025Q3: 935 shares; 2025Q4: 1,016 shares; 2026Q1: 1,022 shares 1,022 $142K 0.03% +6 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 631 shares; 2024Q4: 619 shares; 2025Q1: 595 shares; 2025Q2: 528 shares; 2025Q3: 529 shares; 2025Q4: 530 shares; 2026Q1: 530 shares 530 $141K 0.03% 0 Timeline VCR 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: 423 shares; 2024Q4: 424 shares; 2025Q1: 425 shares; 2025Q2: 426 shares; 2025Q3: 389 shares; 2025Q4: 390 shares; 2026Q1: 391 shares 391 $140K 0.03% +1 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: 1,023 shares; 2024Q4: 2,206 shares; 2025Q1: 2,206 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares 1,812 $140K 0.03% 0 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 128 shares; 2025Q2: 81 shares; 2025Q3: 117 shares; 2025Q4: 107 shares; 2026Q1: 1,107 shares 1,107 $138K 0.03% +1,000 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: 1,335 shares; 2024Q4: 1,305 shares; 2025Q1: 1,247 shares; 2025Q2: 1,109 shares; 2025Q3: 854 shares; 2025Q4: 776 shares; 2026Q1: 737 shares 737 $138K 0.03% -39 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: 1,323 shares; 2024Q4: 1,326 shares; 2025Q1: 1,328 shares; 2025Q2: 1,352 shares; 2025Q3: 1,362 shares; 2025Q4: 1,289 shares; 2026Q1: 1,191 shares 1,191 $135K 0.03% -98 Timeline DMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,362 shares; 2024Q4: 5,362 shares; 2025Q1: 5,362 shares; 2025Q2: 5,362 shares; 2025Q3: 5,362 shares; 2025Q4: 5,362 shares; 2026Q1: 3,000 shares 3,000 $135K 0.03% -2,362 Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,151 shares; 2024Q4: 3,280 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 2,735 shares 2,735 $131K 0.02% -535 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,188 shares; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 2,659 shares; 2025Q3: 2,678 shares; 2025Q4: 2,718 shares; 2026Q1: 2,718 shares 2,718 $129K 0.02% 0 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,393 shares; 2024Q4: 1,268 shares; 2025Q1: 1,268 shares; 2025Q2: 967 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 870 shares 870 $128K 0.02% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 3,572 shares; 2025Q1: 3,340 shares; 2025Q2: 2,048 shares; 2025Q3: 1,861 shares; 2025Q4: 1,872 shares; 2026Q1: 1,877 shares 1,877 $128K 0.02% +5 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: 2,718 shares; 2024Q4: 2,718 shares; 2025Q1: 2,718 shares; 2025Q2: 2,741 shares; 2025Q3: 2,506 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares 2,399 $127K 0.02% 0 Timeline KRG KITE REALTY GROUP TRUST More: the full row for KITE REALTY GROUP TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,726 shares; 2024Q4: 4,767 shares; 2025Q1: 4,817 shares; 2025Q2: 4,873 shares; 2025Q3: 4,925 shares; 2025Q4: 4,979 shares; 2026Q1: 5,034 shares 5,034 $124K 0.02% +55 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 300 shares; 2025Q3: 200 shares; 2025Q4: 18 shares; 2026Q1: 769 shares 769 $123K 0.02% +751 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: 1,768 shares; 2025Q1: 1,768 shares; 2025Q2: 1,768 shares; 2025Q3: 1,768 shares; 2025Q4: 1,768 shares; 2026Q1: 1,768 shares 1,768 $120K 0.02% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 95,855 shares; 2025Q2: 87,906 shares; 2025Q3: 87,906 shares; 2025Q4: 116,742 shares; 2026Q1: 116,742 shares 116,742 $117K 0.02% 0 Timeline RSPH 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: 4,529 shares; 2024Q4: 4,538 shares; 2025Q1: 4,546 shares; 2025Q2: 4,555 shares; 2025Q3: 3,819 shares; 2025Q4: 3,825 shares; 2026Q1: 3,832 shares 3,832 $116K 0.02% +7 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: 23 shares; 2024Q4: 23 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 1,167 shares 1,167 $116K 0.02% +1,067 Timeline DOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,288 shares; 2024Q4: 5,364 shares; 2025Q1: 5,364 shares; 2025Q2: 5,364 shares; 2025Q3: 5,364 shares; 2025Q4: 5,364 shares; 2026Q1: 2,640 shares 2,640 $115K 0.02% -2,724 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 33 shares; 2025Q2: 262 shares; 2025Q3: 422 shares; 2025Q4: 411 shares; 2026Q1: 411 shares 411 $114K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,389 shares; 2025Q1: 1,391 shares; 2025Q2: 1,241 shares; 2025Q3: 1,242 shares; 2025Q4: 1,244 shares; 2026Q1: 1,245 shares 1,245 $113K 0.02% +1 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 103,163 shares; 2025Q2: 88,842 shares; 2025Q3: 88,842 shares; 2025Q4: 111,914 shares; 2026Q1: 111,914 shares 111,914 $112K 0.02% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,013 shares 1,013 $110K 0.02% new Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,510 shares; 2025Q1: 2,510 shares; 2025Q2: 2,510 shares; 2025Q3: 2,510 shares; 2025Q4: 2,510 shares; 2026Q1: 2,510 shares 2,510 $110K 0.02% 0 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: 300 shares; 2024Q4: 301 shares; 2025Q1: 326 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 375 shares; 2026Q1: 400 shares 400 $110K 0.02% +25 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 94 shares; 2025Q1: 312 shares; 2025Q2: 548 shares; 2025Q3: 539 shares; 2025Q4: 539 shares; 2026Q1: 539 shares 539 $107K 0.02% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 366 shares; 2025Q1: 366 shares; 2025Q2: 320 shares; 2025Q3: 527 shares; 2025Q4: 526 shares; 2026Q1: 518 shares 518 $105K 0.02% -8 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: 473 shares; 2024Q4: 473 shares; 2025Q1: 473 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $105K 0.02% 0 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: 1,500 shares; 2024Q4: 1,921 shares; 2025Q1: 233,781 shares; 2025Q2: 218,406 shares; 2025Q3: 218,406 shares; 2025Q4: 75,470 shares; 2026Q1: 75,472 shares 75,472 $105K 0.02% +2 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 966 shares; 2024Q4: 979 shares; 2025Q1: 985 shares; 2025Q2: 1,008 shares; 2025Q3: 1,019 shares; 2025Q4: 60,217 shares; 2026Q1: 60,222 shares 60,222 $103K 0.02% +5 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 6,353 shares; 2025Q2: 7,320 shares; 2025Q3: 7,620 shares; 2025Q4: 7,620 shares; 2026Q1: 7,620 shares 7,620 $103K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,071 shares; 2024Q4: 2,008 shares; 2025Q1: 2,008 shares; 2025Q2: 2,013 shares; 2025Q3: 2,013 shares; 2025Q4: 2,013 shares; 2026Q1: 2,013 shares 2,013 $102K 0.02% 0 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 160 shares; 2025Q1: 52 shares; 2025Q2: 133 shares; 2025Q3: 879 shares; 2025Q4: 958 shares; 2026Q1: 946 shares 946 $101K 0.02% -12 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 226 shares; 2025Q1: 3,269 shares; 2025Q2: 3,269 shares; 2025Q3: 3,269 shares; 2025Q4: 2,552 shares; 2026Q1: 2,119 shares 2,119 $100K 0.02% -433 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,731 shares; 2024Q4: 1,731 shares; 2025Q1: 1,731 shares; 2025Q2: 1,731 shares; 2025Q3: 6,176 shares; 2025Q4: 8,003 shares; 2026Q1: 3,870 shares 3,870 $99.6K 0.02% -4,133 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726 shares; 2024Q4: 526 shares; 2025Q1: 533 shares; 2025Q2: 551 shares; 2025Q3: 574 shares; 2025Q4: 572 shares; 2026Q1: 1,232 shares 1,232 $98K 0.02% +660 Timeline IYE 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: 1,446 shares; 2024Q4: 1,456 shares; 2025Q1: 1,466 shares; 2025Q2: 1,476 shares; 2025Q3: 1,488 shares; 2025Q4: 1,498 shares; 2026Q1: 1,506 shares 1,506 $97.5K 0.02% +8 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 369 shares; 2025Q4: 369 shares; 2026Q1: 462 shares 462 $96.2K 0.02% +93 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: 4,479 shares; 2024Q4: 4,371 shares; 2025Q1: 4,377 shares; 2025Q2: 3,778 shares; 2025Q3: 4,284 shares; 2025Q4: 3,793 shares; 2026Q1: 3,301 shares 3,301 $94.8K 0.02% -492 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: 378 shares; 2024Q4: 2,007 shares; 2025Q1: 2,020 shares; 2025Q2: 2,031 shares; 2025Q3: 385 shares; 2025Q4: 386 shares; 2026Q1: 388 shares 388 $94.7K 0.02% +2 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,678 shares 1,678 $93.2K 0.02% new 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: 31 shares; 2024Q4: 31 shares; 2025Q1: 31 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 220 shares 220 $91.7K 0.02% +213 Timeline AIEQ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,392 shares; 2025Q1: 2,197 shares; 2025Q2: 2,197 shares; 2025Q3: 2,179 shares; 2025Q4: 2,181 shares; 2026Q1: 2,115 shares 2,115 $91.4K 0.02% -66 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $89.8K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $88.3K 0.02% 0 Timeline GGLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 1,119 shares; 2026Q1: 1,119 shares 1,119 $87.3K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 114 shares; 2025Q1: 124 shares; 2025Q2: 433 shares; 2025Q3: 1,001 shares; 2025Q4: 1,001 shares; 2026Q1: 666 shares 666 $87.3K 0.02% -335 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,234 shares; 2024Q4: 5,634 shares; 2025Q1: 5,134 shares; 2025Q2: 5,134 shares; 2025Q3: 5,134 shares; 2025Q4: 5,234 shares; 2026Q1: 5,434 shares 5,434 $86.3K 0.02% +200 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is 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: 174 shares 174 $82.6K 0.02% new Timeline TSLL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 7,183 shares; 2025Q3: 5,783 shares; 2025Q4: 5,783 shares; 2026Q1: 6,783 shares 6,783 $82.4K 0.02% +1,000 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 805 shares; 2024Q4: 805 shares; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 1,005 shares; 2025Q4: 1,005 shares; 2026Q1: 1,005 shares 1,005 $82.1K 0.02% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 73 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 385 shares 385 $81.7K 0.02% new Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,812 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,941 shares; 2025Q4: 2,941 shares; 2026Q1: 2,941 shares 2,941 $80.8K 0.02% 0 Timeline GFF GRIFFON CORP More: the full row for GRIFFON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: 1,100 shares; 2025Q4: 1,100 shares; 2026Q1: 1,100 shares 1,100 $79.9K 0.02% 0 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,832 shares; 2025Q4: 1,832 shares; 2026Q1: 1,832 shares 1,832 $79.8K 0.02% 0 Timeline GAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,058 shares; 2024Q4: 2,058 shares; 2025Q1: 2,058 shares; 2025Q2: 2,058 shares; 2025Q3: 2,058 shares; 2025Q4: 2,058 shares; 2026Q1: 2,058 shares 2,058 $79.7K 0.02% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 251 shares; 2026Q1: 1,601 shares 1,601 $79K 0.01% +1,350 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: 848 shares; 2024Q4: 402 shares; 2025Q1: 459 shares; 2025Q2: 1,113 shares; 2025Q3: 768 shares; 2025Q4: 769 shares; 2026Q1: 770 shares 770 $79K 0.01% +1 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 318 shares; 2025Q1: 283 shares; 2025Q2: 112 shares; 2025Q3: 342 shares; 2025Q4: 382 shares; 2026Q1: 196 shares 196 $78K 0.01% -186 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 0 shares; 2025Q2: 325 shares; 2025Q3: 450 shares; 2025Q4: 500 shares; 2026Q1: 750 shares 750 $77.8K 0.01% +250 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,468 shares; 2024Q4: 1,468 shares; 2025Q1: 1,468 shares; 2025Q2: 1,468 shares; 2025Q3: 1,468 shares; 2025Q4: 1,468 shares; 2026Q1: 1,468 shares 1,468 $76.7K 0.01% 0 Timeline IBB 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: 792 shares; 2024Q4: 792 shares; 2025Q1: 768 shares; 2025Q2: 582 shares; 2025Q3: 454 shares; 2025Q4: 454 shares; 2026Q1: 454 shares 454 $76.7K 0.01% 0 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: 355 shares; 2024Q4: 356 shares; 2025Q1: 358 shares; 2025Q2: 359 shares; 2025Q3: 360 shares; 2025Q4: 361 shares; 2026Q1: 362 shares 362 $76.5K 0.01% +1 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432 shares; 2024Q4: 432 shares; 2025Q1: 505 shares; 2025Q2: 505 shares; 2025Q3: 505 shares; 2025Q4: 505 shares; 2026Q1: 505 shares 505 $76.4K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 394 shares; 2025Q1: 395 shares; 2025Q2: 506 shares; 2025Q3: 399 shares; 2025Q4: 401 shares; 2026Q1: 402 shares 402 $76.3K 0.01% +1 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,305 shares; 2024Q4: 3,054 shares; 2025Q1: 2,624 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,088 shares; 2026Q1: 2,088 shares 2,088 $75.3K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,781 shares; 2024Q4: 1,471 shares; 2025Q1: 1,476 shares; 2025Q2: 1,496 shares; 2025Q3: 1,506 shares; 2025Q4: 1,546 shares; 2026Q1: 1,552 shares 1,552 $74.6K 0.01% +6 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: 287 shares; 2024Q4: 288 shares; 2025Q1: 289 shares; 2025Q2: 304 shares; 2025Q3: 108 shares; 2025Q4: 73 shares; 2026Q1: 452 shares 452 $74.2K 0.01% +379 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 226 shares; 2024Q4: 266 shares; 2025Q1: 228 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 284 shares; 2026Q1: 422 shares 422 $73.7K 0.01% +138 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: 1,693 shares; 2024Q4: 881 shares; 2025Q1: 819 shares; 2025Q2: 54,424 shares; 2025Q3: 54,249 shares; 2025Q4: 54,249 shares; 2026Q1: 53,899 shares 53,899 $73.3K 0.01% -350 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 536 shares; 2024Q4: 511 shares; 2025Q1: 483 shares; 2025Q2: 485 shares; 2025Q3: 265 shares; 2025Q4: 267 shares; 2026Q1: 268 shares 268 $72.9K 0.01% +1 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569 shares; 2024Q4: 2,311 shares; 2025Q1: 2,311 shares; 2025Q2: 2,311 shares; 2025Q3: 2,780 shares; 2025Q4: 2,380 shares; 2026Q1: 1,880 shares 1,880 $72.4K 0.01% -500 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 1,106 shares; 2025Q4: 1,106 shares; 2026Q1: 1,106 shares 1,106 $72.1K 0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336 shares; 2024Q4: 338 shares; 2025Q1: 340 shares; 2025Q2: 342 shares; 2025Q3: 344 shares; 2025Q4: 346 shares; 2026Q1: 348 shares 348 $72K 0.01% +2 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME 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: 2,672 shares; 2025Q4: 2,672 shares; 2026Q1: 2,672 shares 2,672 $72K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 11,771 shares; 2025Q2: 13,792 shares; 2025Q3: 13,623 shares; 2025Q4: 13,605 shares; 2026Q1: 13,538 shares 13,538 $71.9K 0.01% -67 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100 shares; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 136 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $71.5K 0.01% 0 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: 845 shares; 2024Q4: 850 shares; 2025Q1: 855 shares; 2025Q2: 860 shares; 2025Q3: 866 shares; 2025Q4: 872 shares; 2026Q1: 772 shares 772 $71.1K 0.01% -100 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,089 shares; 2024Q4: 1,099 shares; 2025Q1: 1,109 shares; 2025Q2: 1,119 shares; 2025Q3: 1,128 shares; 2025Q4: 1,138 shares; 2026Q1: 1,147 shares 1,147 $70.9K 0.01% +9 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608 shares; 2024Q4: 478 shares; 2025Q1: 478 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 885 shares 885 $70.9K 0.01% 0 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: 812 shares; 2024Q4: 813 shares; 2025Q1: 815 shares; 2025Q2: 629 shares; 2025Q3: 630 shares; 2025Q4: 632 shares; 2026Q1: 539 shares 539 $70.6K 0.01% -93 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,576 shares; 2024Q4: 2,166 shares; 2025Q1: 2,157 shares; 2025Q2: 1,151 shares; 2025Q3: 1,055 shares; 2025Q4: 645 shares; 2026Q1: 581 shares 581 $70.4K 0.01% -64 Timeline OFS OFS CAP CORP More: the full row for OFS CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,421 shares; 2024Q4: 16,072 shares; 2025Q1: 16,669 shares; 2025Q2: 17,338 shares; 2025Q3: 18,103 shares; 2025Q4: 18,745 shares; 2026Q1: 19,672 shares 19,672 $69.8K 0.01% +927 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: 1,598 shares; 2024Q4: 2,003 shares; 2025Q1: 1,765 shares; 2025Q2: 1,550 shares; 2025Q3: 1,870 shares; 2025Q4: 1,920 shares; 2026Q1: 970 shares 970 $69.8K 0.01% -950 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 375 shares; 2025Q3: not reported; 2025Q4: 495 shares; 2026Q1: 886 shares 886 $68.6K 0.01% +391 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 767 shares; 2025Q1: 771 shares; 2025Q2: 770 shares; 2025Q3: 706 shares; 2025Q4: 715 shares; 2026Q1: 719 shares 719 $68.6K 0.01% +4 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 296 shares; 2025Q2: 286 shares; 2025Q3: 286 shares; 2025Q4: 286 shares; 2026Q1: 284 shares 284 $68K 0.01% -2 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 203 shares; 2024Q4: 203 shares; 2025Q1: 203 shares; 2025Q2: 777 shares; 2025Q3: 777 shares; 2025Q4: 777 shares; 2026Q1: 777 shares 777 $67.3K 0.01% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,143 shares; 2024Q4: 1,212 shares; 2025Q1: 1,224 shares; 2025Q2: 1,275 shares; 2025Q3: 1,332 shares; 2025Q4: 1,336 shares; 2026Q1: 1,337 shares 1,337 $66.9K 0.01% +1 Timeline NFBK NORTHFIELD BANCORP INC DEL More: the full row for NORTHFIELD BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,527 shares; 2024Q4: 4,573 shares; 2025Q1: 4,622 shares; 2025Q2: 4,673 shares; 2025Q3: 4,727 shares; 2025Q4: 4,788 shares; 2026Q1: 4,834 shares 4,834 $65.5K 0.01% +46 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 312 shares; 2024Q4: 312 shares; 2025Q1: 312 shares; 2025Q2: 312 shares; 2025Q3: 312 shares; 2025Q4: 312 shares; 2026Q1: 312 shares 312 $64.3K 0.01% 0 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: 12,421 shares; 2025Q2: 13,697 shares; 2025Q3: 13,697 shares; 2025Q4: 13,947 shares; 2026Q1: 14,097 shares 14,097 $64.2K 0.01% +150 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 253 shares; 2026Q1: 254 shares 254 $63.1K 0.01% +1 Timeline DRIV 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: 2,193 shares; 2024Q4: 2,193 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,065 shares 2,065 $63K 0.01% +5 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: 144 shares; 2024Q4: 145 shares; 2025Q1: 102 shares; 2025Q2: 737 shares; 2025Q3: 737 shares; 2025Q4: 737 shares; 2026Q1: 737 shares 737 $61.7K 0.01% 0 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 471 shares; 2025Q1: 61 shares; 2025Q2: 61 shares; 2025Q3: 61 shares; 2025Q4: 1,146 shares; 2026Q1: 1,146 shares 1,146 $61.2K 0.01% 0 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 179 shares; 2024Q4: 179 shares; 2025Q1: 3,751 shares; 2025Q2: 3,958 shares; 2025Q3: 3,958 shares; 2025Q4: 3,958 shares; 2026Q1: 1,424 shares 1,424 $60.6K 0.01% -2,534 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 510 shares; 2024Q4: 510 shares; 2025Q1: 510 shares; 2025Q2: 510 shares; 2025Q3: 510 shares; 2025Q4: 510 shares; 2026Q1: 668 shares 668 $60.4K 0.01% +158 Timeline GHI GREYSTONE HOUSING IMPACT INV More: the full row for GREYSTONE HOUSING IMPACT INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,737 shares; 2024Q4: 17,471 shares; 2025Q1: 17,471 shares; 2025Q2: 14,472 shares; 2025Q3: 14,472 shares; 2025Q4: 12,166 shares; 2026Q1: 12,166 shares 12,166 $59.9K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 250 shares; 2026Q1: 150 shares 150 $58.2K 0.01% -100 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 27 shares; 2025Q2: 70 shares; 2025Q3: 116 shares; 2025Q4: 106 shares; 2026Q1: 106 shares 106 $58.2K 0.01% 0 Timeline HQH ABRDN HEALTHCARE INVESTORS More: the full row for ABRDN HEALTHCARE INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,837 shares; 2024Q4: 5,837 shares; 2025Q1: 5,771 shares; 2025Q2: 3,271 shares; 2025Q3: 3,271 shares; 2025Q4: 3,271 shares; 2026Q1: 3,271 shares 3,271 $58.2K 0.01% 0 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: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $58.2K 0.01% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 750 shares; 2025Q1: 850 shares; 2025Q2: 1,250 shares; 2025Q3: 1,400 shares; 2025Q4: 1,425 shares; 2026Q1: 700 shares 700 $58K 0.01% -725 Timeline REMX 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: 56,715 shares; 2025Q3: 56,715 shares; 2025Q4: 56,715 shares; 2026Q1: 56,715 shares 56,715 $56.7K 0.01% 0 Timeline VEGN ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $56.5K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 377 shares; 2025Q4: 378 shares; 2026Q1: 450 shares 450 $56.3K 0.01% +72 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 641 shares; 2024Q4: 613 shares; 2025Q1: 620 shares; 2025Q2: 585 shares; 2025Q3: 590 shares; 2025Q4: 595 shares; 2026Q1: 599 shares 599 $56.1K 0.01% +4 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,123 shares; 2026Q1: 1,123 shares 1,123 $55.7K 0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 640 shares 640 $55.5K 0.01% 0 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: 1,018 shares; 2024Q4: 1,019 shares; 2025Q1: 64,674 shares; 2025Q2: 817 shares; 2025Q3: 818 shares; 2025Q4: 819 shares; 2026Q1: 821 shares 821 $54.9K 0.01% +2 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,123 shares 2,123 $54.4K 0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,075 shares; 2024Q4: 1,965 shares; 2025Q1: 987 shares; 2025Q2: 992 shares; 2025Q3: 997 shares; 2025Q4: 1,003 shares; 2026Q1: 1,010 shares 1,010 $54.1K 0.01% +7 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 52,474 shares; 2025Q2: 51,085 shares; 2025Q3: 51,085 shares; 2025Q4: 54,042 shares; 2026Q1: 54,042 shares 54,042 $54K 0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 578 shares; 2025Q1: 578 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 593 shares; 2026Q1: 593 shares 593 $53.7K 0.01% 0 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,273 shares; 2025Q4: 1,287 shares; 2026Q1: 1,300 shares 1,300 $53.7K 0.01% +13 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: 814 shares; 2024Q4: 775 shares; 2025Q1: 682 shares; 2025Q2: 985 shares; 2025Q3: 996 shares; 2025Q4: 1,166 shares; 2026Q1: 814 shares 814 $53.7K 0.01% -352 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: 140 shares; 2024Q4: 140 shares; 2025Q1: 140 shares; 2025Q2: 140 shares; 2025Q3: 462 shares; 2025Q4: 6,496 shares; 2026Q1: 6,496 shares 6,496 $53.6K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 97 shares; 2025Q1: 97 shares; 2025Q2: 84 shares; 2025Q3: 84 shares; 2025Q4: 99 shares; 2026Q1: 99 shares 99 $53.5K 0.01% 0 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: 487 shares; 2024Q4: 488 shares; 2025Q1: 451 shares; 2025Q2: 536 shares; 2025Q3: 538 shares; 2025Q4: 542 shares; 2026Q1: 547 shares 547 $53.5K 0.01% +5 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: 420 shares; 2024Q4: 422 shares; 2025Q1: 424 shares; 2025Q2: 426 shares; 2025Q3: 433 shares; 2025Q4: 391 shares; 2026Q1: 392 shares 392 $53.3K 0.01% +1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 90 shares; 2025Q2: 296 shares; 2025Q3: 340 shares; 2025Q4: 334 shares; 2026Q1: 290 shares 290 $53K 0.01% -44 Timeline METU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 1,299 shares; 2025Q3: 1,299 shares; 2025Q4: 1,849 shares; 2026Q1: 2,364 shares 2,364 $52.9K 0.01% +515 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 334 shares; 2026Q1: 334 shares 334 $51K 0.01% 0 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: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 128 shares; 2025Q3: 128 shares; 2025Q4: 159 shares; 2026Q1: 155 shares 155 $50.9K 0.01% -4 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,919 shares; 2024Q4: 553 shares; 2025Q1: 578 shares; 2025Q2: 278 shares; 2025Q3: 278 shares; 2025Q4: 378 shares; 2026Q1: 378 shares 378 $50.9K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,347 shares; 2024Q4: 2,347 shares; 2025Q1: 2,347 shares; 2025Q2: 2,347 shares; 2025Q3: 2,347 shares; 2025Q4: 2,347 shares; 2026Q1: 2,347 shares 2,347 $50.8K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 676 shares; 2025Q2: 676 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares 636 $50.5K 0.01% 0 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: 70,522 shares; 2025Q2: 50,366 shares; 2025Q3: 50,366 shares; 2025Q4: 50,366 shares; 2026Q1: 50,366 shares 50,366 $50.4K 0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 227 shares; 2024Q4: 227 shares; 2025Q1: 227 shares; 2025Q2: 281 shares; 2025Q3: 227 shares; 2025Q4: 227 shares; 2026Q1: 560 shares 560 $49.7K 0.01% +333 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 307 shares; 2025Q3: 758 shares; 2025Q4: 307 shares; 2026Q1: 915 shares 915 $49.5K 0.01% +608 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $49.5K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 450 shares 450 $49.3K 0.01% new Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 864 shares; 2025Q1: 867 shares; 2025Q2: 587 shares; 2025Q3: 591 shares; 2025Q4: 594 shares; 2026Q1: 595 shares 595 $49.2K 0.01% +1 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,236 shares; 2024Q4: 2,238 shares; 2025Q1: 2,241 shares; 2025Q2: 2,244 shares; 2025Q3: 2,247 shares; 2025Q4: 2,250 shares; 2026Q1: 2,253 shares 2,253 $49.2K 0.01% +3 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 523 shares; 2024Q4: 526 shares; 2025Q1: 528 shares; 2025Q2: 531 shares; 2025Q3: 533 shares; 2025Q4: 536 shares; 2026Q1: 537 shares 537 $49.2K 0.01% +1 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,017 shares; 2024Q4: 1,294 shares; 2025Q1: 1,135 shares; 2025Q2: 1,114 shares; 2025Q3: 680 shares; 2025Q4: 311 shares; 2026Q1: 312 shares 312 $48.6K 0.01% +1 Timeline IYC 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: 495 shares; 2024Q4: 495 shares; 2025Q1: 496 shares; 2025Q2: 497 shares; 2025Q3: 497 shares; 2025Q4: 498 shares; 2026Q1: 499 shares 499 $48.3K 0.01% +1 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 237 shares; 2025Q3: 237 shares; 2025Q4: 237 shares; 2026Q1: 236 shares 236 $47.8K 0.01% -1 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 528 shares; 2025Q4: 530 shares; 2026Q1: 531 shares 531 $47.6K 0.01% +1 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,858 shares; 2024Q4: 2,858 shares; 2025Q1: 2,858 shares; 2025Q2: 2,079 shares; 2025Q3: 1,655 shares; 2025Q4: 1,230 shares; 2026Q1: 1,032 shares 1,032 $47.4K 0.01% -198 Timeline AMZU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 1,114 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,764 shares 1,764 $47.4K 0.01% +640 Timeline IDU 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: 544 shares; 2024Q4: 544 shares; 2025Q1: 544 shares; 2025Q2: 544 shares; 2025Q3: 544 shares; 2025Q4: 544 shares; 2026Q1: 407 shares 407 $47.3K 0.01% -137 Timeline GURU 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $47.1K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,718 shares; 2024Q4: 3,807 shares; 2025Q1: 3,898 shares; 2025Q2: 3,990 shares; 2025Q3: 5,254 shares; 2025Q4: 5,340 shares; 2026Q1: 5,430 shares 5,430 $47K 0.01% +90 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 4 shares; 2025Q1: 4 shares; 2025Q2: 4 shares; 2025Q3: 4 shares; 2025Q4: 46,179 shares; 2026Q1: 46,179 shares 46,179 $46.8K 0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 705 shares; 2024Q4: 705 shares; 2025Q1: 705 shares; 2025Q2: 705 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 705 shares 705 $45.8K 0.01% 0 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: 815 shares; 2024Q4: 837 shares; 2025Q1: 837 shares; 2025Q2: 837 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 489 shares 489 $45.5K 0.01% 0 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,681 shares; 2025Q1: 2,495 shares; 2025Q2: 2,212 shares; 2025Q3: 2,212 shares; 2025Q4: 1,995 shares; 2026Q1: 1,995 shares 1,995 $45.4K 0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $45.3K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $45.1K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 259 shares; 2025Q3: 616 shares; 2025Q4: 616 shares; 2026Q1: 616 shares 616 $44.6K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 122 shares; 2025Q1: 123 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 250 shares; 2026Q1: 968 shares 968 $44.4K 0.01% +718 Timeline ICSH 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: 877 shares; 2024Q4: 877 shares; 2025Q1: 877 shares; 2025Q2: 877 shares; 2025Q3: 877 shares; 2025Q4: 877 shares; 2026Q1: 877 shares 877 $44.4K 0.01% 0 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: 678 shares; 2024Q4: 580 shares; 2025Q1: 582 shares; 2025Q2: 585 shares; 2025Q3: 584 shares; 2025Q4: 454 shares; 2026Q1: 456 shares 456 $44K 0.01% +2 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,614 shares; 2024Q4: 1,590 shares; 2025Q1: 1,576 shares; 2025Q2: 1,588 shares; 2025Q3: 1,524 shares; 2025Q4: 1,538 shares; 2026Q1: 1,067 shares 1,067 $43.6K 0.01% -471 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 576 shares; 2025Q1: 576 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 576 shares; 2026Q1: 577 shares 577 $43.4K 0.01% +1 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & 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: 100 shares; 2025Q4: 100 shares; 2026Q1: 200 shares 200 $43.3K 0.01% +100 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 1,996 shares; 2025Q1: 1,996 shares; 2025Q2: 1,996 shares; 2025Q3: 1,996 shares; 2025Q4: 1,410 shares; 2026Q1: 867 shares 867 $43.3K 0.01% -543 Timeline NVDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 448 shares; 2025Q3: 448 shares; 2025Q4: 448 shares; 2026Q1: 448 shares 448 $43.2K 0.01% 0 Timeline PFF 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: 43,837 shares; 2025Q2: 41,980 shares; 2025Q3: 41,980 shares; 2025Q4: 43,051 shares; 2026Q1: 43,051 shares 43,051 $43.1K 0.01% 0 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 344 shares; 2025Q1: 344 shares; 2025Q2: 344 shares; 2025Q3: 344 shares; 2025Q4: 344 shares; 2026Q1: 344 shares 344 $43K 0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 249 shares; 2025Q3: 868 shares; 2025Q4: 968 shares; 2026Q1: 618 shares 618 $42.8K 0.01% -350 Timeline IEV 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: 591 shares; 2024Q4: 595 shares; 2025Q1: 595 shares; 2025Q2: 606 shares; 2025Q3: 606 shares; 2025Q4: 613 shares; 2026Q1: 613 shares 613 $41.6K 0.01% 0 Timeline IYK 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: 566 shares; 2024Q4: 571 shares; 2025Q1: 573 shares; 2025Q2: 576 shares; 2025Q3: 580 shares; 2025Q4: 586 shares; 2026Q1: 589 shares 589 $41.2K 0.01% +3 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,892 shares; 2024Q4: 4,010 shares; 2025Q1: 4,010 shares; 2025Q2: 4,010 shares; 2025Q3: 4,010 shares; 2025Q4: 4,010 shares; 2026Q1: 4,010 shares 4,010 $40.9K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 859 shares; 2024Q4: 309 shares; 2025Q1: 310 shares; 2025Q2: 239 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 241 shares 241 $40.8K 0.01% +1 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 751 shares; 2024Q4: 760 shares; 2025Q1: 761 shares; 2025Q2: 1,377 shares; 2025Q3: 1,378 shares; 2025Q4: 1,387 shares; 2026Q1: 527 shares 527 $40.6K 0.01% -860 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 623 shares; 2024Q4: 1,299 shares; 2025Q1: 954 shares; 2025Q2: 1,348 shares; 2025Q3: 876 shares; 2025Q4: 876 shares; 2026Q1: 883 shares 883 $40K 0.01% +7 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,565 shares; 2024Q4: 1,308 shares; 2025Q1: 1,312 shares; 2025Q2: 1,317 shares; 2025Q3: 802 shares; 2025Q4: 806 shares; 2026Q1: 810 shares 810 $39.5K 0.01% +4 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 535 shares; 2025Q1: 539 shares; 2025Q2: 543 shares; 2025Q3: 745 shares; 2025Q4: 548 shares; 2026Q1: 553 shares 553 $39.1K 0.01% +5 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 333 shares; 2024Q4: 333 shares; 2025Q1: 339 shares; 2025Q2: 341 shares; 2025Q3: 344 shares; 2025Q4: 213 shares; 2026Q1: 216 shares 216 $38.8K 0.01% +3 Timeline MSFU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 929 shares; 2025Q3: 929 shares; 2025Q4: 679 shares; 2026Q1: 1,679 shares 1,679 $38.6K 0.01% +1,000 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 439 shares; 2024Q4: 439 shares; 2025Q1: 439 shares; 2025Q2: 439 shares; 2025Q3: 439 shares; 2025Q4: 439 shares; 2026Q1: 439 shares 439 $38.4K 0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,378 shares; 2024Q4: 5,757 shares; 2025Q1: 5,757 shares; 2025Q2: 5,477 shares; 2025Q3: 5,477 shares; 2025Q4: 3,562 shares; 2026Q1: 3,562 shares 3,562 $38.3K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 420 shares; 2024Q4: 500 shares; 2025Q1: 3,892 shares; 2025Q2: 3,346 shares; 2025Q3: 3,606 shares; 2025Q4: 3,418 shares; 2026Q1: 3,271 shares 3,271 $37.4K 0.01% -147 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: 264 shares; 2024Q4: 266 shares; 2025Q1: 268 shares; 2025Q2: 270 shares; 2025Q3: 272 shares; 2025Q4: 274 shares; 2026Q1: 276 shares 276 $37.2K 0.01% +2 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 96 shares; 2025Q1: 96 shares; 2025Q2: 96 shares; 2025Q3: 96 shares; 2025Q4: 467 shares; 2026Q1: 467 shares 467 $36.6K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 112 shares; 2025Q3: 112 shares; 2025Q4: 112 shares; 2026Q1: 112 shares 112 $36.5K 0.01% 0 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: 2,449 shares; 2024Q4: 2,483 shares; 2025Q1: 2,483 shares; 2025Q2: 2,483 shares; 2025Q3: 2,541 shares; 2025Q4: 2,602 shares; 2026Q1: 2,667 shares 2,667 $36.4K 0.01% +65 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 267 shares; 2025Q1: 267 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $36.3K 0.01% 0 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 105 shares; 2025Q3: 300 shares; 2025Q4: 365 shares; 2026Q1: 240 shares 240 $36.1K 0.01% -125 Timeline SDOG 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 155 shares; 2025Q2: 155 shares; 2025Q3: 155 shares; 2025Q4: 155 shares; 2026Q1: 555 shares 555 $36.1K 0.01% +400 Timeline TBLD THORNBURG INCM BUILDER OPP T More: the full row for THORNBURG INCM BUILDER OPP T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,629 shares; 2025Q3: 1,655 shares; 2025Q4: 1,681 shares; 2026Q1: 1,705 shares 1,705 $36.1K 0.01% +24 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 418 shares; 2025Q1: 418 shares; 2025Q2: 419 shares; 2025Q3: 419 shares; 2025Q4: 425 shares; 2026Q1: 425 shares 425 $35.9K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 636 shares; 2024Q4: 636 shares; 2025Q1: 636 shares; 2025Q2: 636 shares; 2025Q3: 636 shares; 2025Q4: 636 shares; 2026Q1: 636 shares 636 $35.8K 0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 2,216 shares; 2025Q1: 2,216 shares; 2025Q2: 2,216 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares 2,364 $35.5K 0.01% 0 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $35.1K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91 shares; 2024Q4: 91 shares; 2025Q1: 91 shares; 2025Q2: 89 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $34.8K 0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 430 shares; 2025Q1: 430 shares; 2025Q2: 430 shares; 2025Q3: 430 shares; 2025Q4: 430 shares; 2026Q1: 430 shares 430 $34.8K 0.01% 0 Timeline ECHO ECHOSTAR CORP More: the full row for ECHOSTAR 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: 294 shares 294 $34.4K 0.01% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163 shares; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 554 shares; 2025Q3: 523 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $34.2K 0.01% 0 Timeline SHV 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: 239 shares; 2024Q4: 266 shares; 2025Q1: 270 shares; 2025Q2: 282 shares; 2025Q3: 305 shares; 2025Q4: 306 shares; 2026Q1: 306 shares 306 $33.8K 0.01% 0 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: 159 shares; 2024Q4: 559 shares; 2025Q1: 159 shares; 2025Q2: 159 shares; 2025Q3: 159 shares; 2025Q4: 159 shares; 2026Q1: 159 shares 159 $33.1K 0.01% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25 shares; 2026Q1: 52 shares 52 $33K 0.01% +27 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: 327 shares; 2024Q4: 314 shares; 2025Q1: 515 shares; 2025Q2: 298 shares; 2025Q3: 298 shares; 2025Q4: 299 shares; 2026Q1: 299 shares 299 $32.3K 0.01% 0 Timeline IGPT 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: 333 shares; 2025Q4: 570 shares; 2026Q1: 549 shares 549 $31.9K 0.01% -21 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173 shares; 2024Q4: 173 shares; 2025Q1: 173 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 167 shares; 2026Q1: 167 shares 167 $31.7K 0.01% 0 Timeline EOD ALLSPRING GLOBAL DIVIDEND OP More: the full row for ALLSPRING GLOBAL DIVIDEND OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,558 shares; 2025Q2: 31,480 shares; 2025Q3: 31,480 shares; 2025Q4: 31,480 shares; 2026Q1: 31,480 shares 31,480 $31.5K 0.01% 0 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: 765 shares; 2024Q4: 865 shares; 2025Q1: 765 shares; 2025Q2: 765 shares; 2025Q3: 765 shares; 2025Q4: 665 shares; 2026Q1: 665 shares 665 $31.3K 0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 9,421 shares; 2025Q2: 10,146 shares; 2025Q3: 10,146 shares; 2025Q4: 10,146 shares; 2026Q1: 10,146 shares 10,146 $31.2K 0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 276 shares; 2025Q1: 276 shares; 2025Q2: 276 shares; 2025Q3: 276 shares; 2025Q4: 276 shares; 2026Q1: 276 shares 276 $31K 0.01% 0 Timeline EVUS 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: 793 shares; 2025Q1: 793 shares; 2025Q2: 793 shares; 2025Q3: 793 shares; 2025Q4: 793 shares; 2026Q1: 964 shares 964 $30.7K 0.01% +171 Timeline NIO NIO INC More: the full row for NIO 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: 30,415 shares; 2026Q1: 30,415 shares 30,415 $30.4K 0.01% 0 Timeline VGK 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: 345 shares; 2024Q4: 349 shares; 2025Q1: 350 shares; 2025Q2: 355 shares; 2025Q3: 356 shares; 2025Q4: 359 shares; 2026Q1: 361 shares 361 $29.8K 0.01% +2 Timeline ARTY 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: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 147 shares; 2025Q3: 543 shares; 2025Q4: 659 shares; 2026Q1: 638 shares 638 $29.7K 0.01% -21 Timeline IFLN 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: 3,619 shares; 2024Q4: 3,648 shares; 2025Q1: 3,599 shares; 2025Q2: 3,625 shares; 2025Q3: 3,652 shares; 2025Q4: 3,681 shares; 2026Q1: 1,653 shares 1,653 $29.7K 0.01% -2,028 Timeline BKLN 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: 1,284 shares; 2024Q4: 1,309 shares; 2025Q1: 1,331 shares; 2025Q2: 1,357 shares; 2025Q3: 1,381 shares; 2025Q4: 1,404 shares; 2026Q1: 1,426 shares 1,426 $29.1K 0.01% +22 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 121 shares; 2025Q1: 121 shares; 2025Q2: 121 shares; 2025Q3: 121 shares; 2025Q4: 121 shares; 2026Q1: 121 shares 121 $28.8K 0.01% 0 Timeline EVX 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: 148 shares; 2024Q4: 149 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 744 shares; 2026Q1: 744 shares 744 $28.8K 0.01% 0 Timeline IYG 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: 337 shares; 2024Q4: 338 shares; 2025Q1: 339 shares; 2025Q2: 340 shares; 2025Q3: 341 shares; 2025Q4: 342 shares; 2026Q1: 343 shares 343 $28.4K 0.01% +1 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 356 shares; 2025Q3: 611 shares; 2025Q4: 611 shares; 2026Q1: 611 shares 611 $28.4K 0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 26,325 shares; 2025Q2: 28,270 shares; 2025Q3: 28,270 shares; 2025Q4: 28,270 shares; 2026Q1: 28,270 shares 28,270 $28.3K 0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 406 shares; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 406 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $28.2K 0.01% 0 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: 497 shares; 2024Q4: 497 shares; 2025Q1: 613 shares; 2025Q2: 11 shares; 2025Q3: 11 shares; 2025Q4: 27,215 shares; 2026Q1: 27,215 shares 27,215 $27.8K 0.01% 0 Timeline AAPU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 986 shares; 2025Q3: 986 shares; 2025Q4: 986 shares; 2026Q1: 986 shares 986 $27.7K 0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55 shares; 2024Q4: 55 shares; 2025Q1: 55 shares; 2025Q2: 105 shares; 2025Q3: 105 shares; 2025Q4: 105 shares; 2026Q1: 105 shares 105 $27.3K 0.01% 0 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: 204 shares; 2024Q4: 254 shares; 2025Q1: 205 shares; 2025Q2: 206 shares; 2025Q3: 207 shares; 2025Q4: 208 shares; 2026Q1: 207 shares 207 $27.1K 0.01% -1 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 474 shares; 2024Q4: 484 shares; 2025Q1: 484 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $26.7K 0.01% 0 Timeline AIQ 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: 480 shares; 2025Q4: 591 shares; 2026Q1: 569 shares 569 $26.5K 0.01% -22 Timeline PCY 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: 1,153 shares; 2024Q4: 1,172 shares; 2025Q1: 1,191 shares; 2025Q2: 1,211 shares; 2025Q3: 1,229 shares; 2025Q4: 1,247 shares; 2026Q1: 1,266 shares 1,266 $26.4K <0.01% +19 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 590 shares; 2025Q4: 593 shares; 2026Q1: 609 shares 609 $26.3K <0.01% +16 Timeline HPF HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,678 shares; 2024Q4: 1,678 shares; 2025Q1: 1,678 shares; 2025Q2: 1,678 shares; 2025Q3: 1,678 shares; 2025Q4: 1,678 shares; 2026Q1: 1,678 shares 1,678 $26.2K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150 shares; 2024Q4: 150 shares; 2025Q1: 150 shares; 2025Q2: 150 shares; 2025Q3: 205 shares; 2025Q4: 150 shares; 2026Q1: 151 shares 151 $26K <0.01% +1 Timeline GSWO GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 453 shares; 2025Q4: 455 shares; 2026Q1: 456 shares 456 $25.7K <0.01% +1 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 32 shares; 2025Q1: 15,672 shares; 2025Q2: 15,210 shares; 2025Q3: 15,307 shares; 2025Q4: 15,300 shares; 2026Q1: 15,026 shares 15,026 $25.6K -274 Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,388 shares; 2024Q4: 1,388 shares; 2025Q1: 1,388 shares; 2025Q2: 1,446 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares 920 $25.2K <0.01% 0 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: 5 shares; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 348 shares 348 $25.1K <0.01% +1 Timeline SR SPIRE INC More: the full row for SPIRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251 shares; 2024Q4: 254 shares; 2025Q1: 257 shares; 2025Q2: 259 shares; 2025Q3: 262 shares; 2025Q4: 264 shares; 2026Q1: 267 shares 267 $24.2K <0.01% +3 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 2,017 shares; 2025Q1: 2,017 shares; 2025Q2: 2,035 shares; 2025Q3: 2,090 shares; 2025Q4: 2,151 shares; 2026Q1: 2,215 shares 2,215 $24K <0.01% +64 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 801 shares; 2024Q4: 805 shares; 2025Q1: 642 shares; 2025Q2: 646 shares; 2025Q3: 482 shares; 2025Q4: 486 shares; 2026Q1: 489 shares 489 $24K <0.01% +3 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 470 shares; 2025Q4: 475 shares; 2026Q1: 523 shares 523 $24K <0.01% +48 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: 187 shares; 2024Q4: 192 shares; 2025Q1: 190 shares; 2025Q2: 191 shares; 2025Q3: 193 shares; 2025Q4: 388 shares; 2026Q1: 390 shares 390 $23.9K <0.01% +2 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 562 shares; 2024Q4: 164 shares; 2025Q1: 164 shares; 2025Q2: 114 shares; 2025Q3: 168 shares; 2025Q4: 114 shares; 2026Q1: 114 shares 114 $23.7K <0.01% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 80 shares; 2025Q3: 581 shares; 2025Q4: 581 shares; 2026Q1: 581 shares 581 $23.7K <0.01% 0 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: 89 shares; 2024Q4: 122 shares; 2025Q1: 122 shares; 2025Q2: 122 shares; 2025Q3: 192 shares; 2025Q4: 193 shares; 2026Q1: 123 shares 123 $23.7K <0.01% -70 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,001 shares; 2025Q2: 3,274 shares; 2025Q3: 3,274 shares; 2025Q4: 3,274 shares; 2026Q1: 3,274 shares 3,274 $23.6K <0.01% 0 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 306 shares; 2026Q1: 315 shares 315 $23.5K <0.01% +9 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: 53 shares; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 53 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 54 shares 54 $23.4K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159 shares; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 156 shares; 2025Q3: 156 shares; 2025Q4: 1,551 shares; 2026Q1: 1,551 shares 1,551 $23.3K <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 506 shares; 2025Q4: 518 shares; 2026Q1: 540 shares 540 $23.3K <0.01% +22 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80 shares; 2024Q4: 80 shares; 2025Q1: 80 shares; 2025Q2: 80 shares; 2025Q3: 80 shares; 2025Q4: 80 shares; 2026Q1: 80 shares 80 $23K <0.01% 0 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $22.9K <0.01% 0 Timeline BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,789 shares; 2025Q3: 1,826 shares; 2025Q4: 1,863 shares; 2026Q1: 1,894 shares 1,894 $22.8K <0.01% +31 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: 1,202 shares; 2024Q4: 1,272 shares; 2025Q1: 1,298 shares; 2025Q2: 1,282 shares; 2025Q3: 1,312 shares; 2025Q4: 1,340 shares; 2026Q1: 1,256 shares 1,256 $22.6K <0.01% -84 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: not reported; 2025Q3: 57 shares; 2025Q4: 57 shares; 2026Q1: 57 shares 57 $22.6K <0.01% 0 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70 shares; 2024Q4: 70 shares; 2025Q1: 70 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $22.5K <0.01% 0 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 719 shares; 2025Q4: 719 shares; 2026Q1: 719 shares 719 $22.4K <0.01% 0 Timeline EQL 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: 157 shares; 2024Q4: 157 shares; 2025Q1: 157 shares; 2025Q2: 471 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares 471 $22.4K <0.01% 0 Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE 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: 100 shares; 2025Q3: 100 shares; 2025Q4: 267 shares; 2026Q1: 304 shares 304 $22.3K <0.01% +37 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344 shares; 2024Q4: 362 shares; 2025Q1: 252 shares; 2025Q2: 252 shares; 2025Q3: 252 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $22.2K <0.01% 0 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 386 shares; 2026Q1: 386 shares 386 $22K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $21.9K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 465 shares; 2024Q4: 465 shares; 2025Q1: 465 shares; 2025Q2: 465 shares; 2025Q3: 465 shares; 2025Q4: 465 shares; 2026Q1: 465 shares 465 $21.8K <0.01% 0 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 915 shares; 2025Q1: 915 shares; 2025Q2: 751 shares; 2025Q3: 751 shares; 2025Q4: 751 shares; 2026Q1: 751 shares 751 $21.7K <0.01% 0 Timeline BLOX TIDAL TRUST II More: the full row for TIDAL TRUST 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: 1,000 shares; 2025Q4: 1,243 shares; 2026Q1: 1,667 shares 1,667 $21.6K <0.01% +424 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: 1,688 shares; 2024Q4: 1,698 shares; 2025Q1: 658 shares; 2025Q2: 355 shares; 2025Q3: 486 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $21.5K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 72 shares; 2025Q3: 119 shares; 2025Q4: 119 shares; 2026Q1: 72 shares 72 $21.1K <0.01% -47 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107 shares; 2024Q4: 107 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 107 shares; 2026Q1: 107 shares 107 $21K <0.01% 0 Timeline IHF 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: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $20.9K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares; 2026Q1: 225 shares 225 $20.7K <0.01% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141 shares; 2024Q4: 141 shares; 2025Q1: 141 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $20.4K <0.01% 0 Timeline RDIV 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: 342 shares; 2024Q4: 346 shares; 2025Q1: 349 shares; 2025Q2: 353 shares; 2025Q3: 356 shares; 2025Q4: 360 shares; 2026Q1: 364 shares 364 $20.2K <0.01% +4 Timeline