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: 146,290 shares; 2024Q4: 164,300 shares; 2025Q1: 181,230 shares; 2025Q2: 198,004 shares; 2025Q3: 196,720 shares; 2025Q4: 221,573 shares; 2026Q1: 226,255 shares 226,255 $83.8M 5.45% +4,682 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: 217,869 shares; 2024Q4: 270,187 shares; 2025Q1: 226,514 shares; 2025Q2: 378,426 shares; 2025Q3: 388,752 shares; 2025Q4: 422,676 shares; 2026Q1: 474,211 shares 474,211 $82.7M 5.38% +51,535 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,065 shares; 2024Q4: 240,664 shares; 2025Q1: 248,701 shares; 2025Q2: 291,353 shares; 2025Q3: 285,736 shares; 2025Q4: 257,904 shares; 2026Q1: 267,577 shares 267,577 $67.9M 4.42% +9,673 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: 175,899 shares; 2024Q4: 262,577 shares; 2025Q1: 601,121 shares; 2025Q2: 693,558 shares; 2025Q3: 761,778 shares; 2025Q4: 904,116 shares; 2026Q1: 817,815 shares 817,815 $60.2M 3.92% -86,301 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: 30,309 shares; 2024Q4: 32,282 shares; 2025Q1: 54,927 shares; 2025Q2: 36,059 shares; 2025Q3: 33,830 shares; 2025Q4: 38,672 shares; 2026Q1: 72,104 shares 72,104 $46.9M 3.05% +33,432 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: 122,716 shares; 2024Q4: 122,704 shares; 2025Q1: 131,379 shares; 2025Q2: 201,454 shares; 2025Q3: 160,303 shares; 2025Q4: 190,580 shares; 2026Q1: 174,140 shares 174,140 $36.3M 2.36% -16,440 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: 44,135 shares; 2024Q4: 44,930 shares; 2025Q1: 45,361 shares; 2025Q2: 50,918 shares; 2025Q3: 52,113 shares; 2025Q4: 51,156 shares; 2026Q1: 47,660 shares 47,660 $31.1M 2.02% -3,496 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: 86,135 shares; 2024Q4: 75,356 shares; 2025Q1: 86,237 shares; 2025Q2: 104,390 shares; 2025Q3: 84,354 shares; 2025Q4: 96,467 shares; 2026Q1: 76,504 shares 76,504 $22M 1.43% -19,963 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,299 shares; 2024Q4: 522,456 shares; 2025Q1: 589,072 shares; 2025Q2: 657,324 shares; 2025Q3: 725,890 shares; 2025Q4: 767,512 shares; 2026Q1: 872,481 shares 872,481 $21.6M 1.4% +104,969 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: 318,190 shares; 2024Q4: 312,247 shares; 2025Q1: 296,947 shares; 2025Q2: 299,143 shares; 2025Q3: 302,519 shares; 2025Q4: 298,133 shares; 2026Q1: 301,861 shares 301,861 $20.4M 1.33% +3,728 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: 497,822 shares; 2024Q4: 487,038 shares; 2025Q1: 494,091 shares; 2025Q2: 487,444 shares; 2025Q3: 463,653 shares; 2025Q4: 427,796 shares; 2026Q1: 380,492 shares 380,492 $19.3M 1.25% -47,304 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: 12,004 shares; 2024Q4: 25,658 shares; 2025Q1: 26,338 shares; 2025Q2: 42,428 shares; 2025Q3: 45,365 shares; 2025Q4: 45,798 shares; 2026Q1: 43,685 shares 43,685 $16.2M 1.06% -2,113 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: 70,756 shares; 2024Q4: 79,500 shares; 2025Q1: 82,015 shares; 2025Q2: 70,725 shares; 2025Q3: 72,901 shares; 2025Q4: 75,469 shares; 2026Q1: 76,393 shares 76,393 $15.8M 1.03% +924 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: 21,462 shares; 2024Q4: 20,724 shares; 2025Q1: 20,596 shares; 2025Q2: 24,181 shares; 2025Q3: 27,003 shares; 2025Q4: 24,469 shares; 2026Q1: 25,855 shares 25,855 $14.8M 0.96% +1,386 Timeline MFSI MFS ACTIVE EXCHANGE TRADED F More: the full row for MFS ACTIVE 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: 280,539 shares; 2025Q2: 362,204 shares; 2025Q3: 405,365 shares; 2025Q4: 427,146 shares; 2026Q1: 471,473 shares 471,473 $14M 0.91% +44,327 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: 24,533 shares; 2024Q4: 22,928 shares; 2025Q1: 37,976 shares; 2025Q2: 17,945 shares; 2025Q3: 18,071 shares; 2025Q4: 21,443 shares; 2026Q1: 22,567 shares 22,567 $13M 0.85% +1,124 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: 9,776 shares; 2024Q4: 13,935 shares; 2025Q1: 19,726 shares; 2025Q2: 19,555 shares; 2025Q3: 19,247 shares; 2025Q4: 19,758 shares; 2026Q1: 19,650 shares 19,650 $11.9M 0.77% -108 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: 37,577 shares; 2024Q4: 35,980 shares; 2025Q1: 54,364 shares; 2025Q2: 54,227 shares; 2025Q3: 56,150 shares; 2025Q4: 58,690 shares; 2026Q1: 48,328 shares 48,328 $11.8M 0.77% -10,362 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: 36,010 shares; 2024Q4: 39,973 shares; 2025Q1: 41,718 shares; 2025Q2: 141,356 shares; 2025Q3: 186,357 shares; 2025Q4: 202,466 shares; 2026Q1: 219,570 shares 219,570 $11.6M 0.75% +17,104 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: 11,318 shares; 2024Q4: 11,313 shares; 2025Q1: 11,577 shares; 2025Q2: 12,501 shares; 2025Q3: 13,511 shares; 2025Q4: 18,814 shares; 2026Q1: 19,313 shares 19,313 $11.5M 0.75% +499 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: 1,562 shares; 2024Q4: 15,416 shares; 2025Q1: 15,220 shares; 2025Q2: 16,052 shares; 2025Q3: 47,080 shares; 2025Q4: 66,390 shares; 2026Q1: 124,167 shares 124,167 $11.4M 0.74% +57,777 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,514 shares; 2024Q4: 95,995 shares; 2025Q1: 82,598 shares; 2025Q2: 87,432 shares; 2025Q3: 91,375 shares; 2025Q4: 95,040 shares; 2026Q1: 97,558 shares 97,558 $11M 0.71% +2,518 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,654 shares; 2024Q4: 139,096 shares; 2025Q1: 141,035 shares; 2025Q2: 148,313 shares; 2025Q3: 156,652 shares; 2025Q4: 165,963 shares; 2026Q1: 177,498 shares 177,498 $10.9M 0.71% +11,535 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: 88,110 shares; 2024Q4: 86,199 shares; 2025Q1: 88,535 shares; 2025Q2: 93,222 shares; 2025Q3: 97,390 shares; 2025Q4: 102,027 shares; 2026Q1: 124,532 shares 124,532 $10.8M 0.7% +22,505 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: 125,701 shares; 2024Q4: 130,929 shares; 2025Q1: 145,112 shares; 2025Q2: 159,522 shares; 2025Q3: 174,742 shares; 2025Q4: 180,146 shares; 2026Q1: 197,406 shares 197,406 $10.7M 0.69% +17,260 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,734 shares; 2024Q4: 18,084 shares; 2025Q1: 12,109 shares; 2025Q2: 10,006 shares; 2025Q3: 9,760 shares; 2025Q4: 200,497 shares; 2026Q1: 203,547 shares 203,547 $10.5M 0.68% +3,050 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: 179,301 shares; 2024Q4: 182,521 shares; 2025Q1: 179,337 shares; 2025Q2: 158,775 shares; 2025Q3: 171,199 shares; 2025Q4: 184,381 shares; 2026Q1: 192,233 shares 192,233 $10.4M 0.68% +7,852 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: 5,831 shares; 2024Q4: 5,889 shares; 2025Q1: 5,444 shares; 2025Q2: 6,128 shares; 2025Q3: 41,479 shares; 2025Q4: 59,515 shares; 2026Q1: 66,342 shares 66,342 $10.3M 0.67% +6,827 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: 38,524 shares; 2024Q4: 62,353 shares; 2025Q1: 62,256 shares; 2025Q2: 66,576 shares; 2025Q3: 69,653 shares; 2025Q4: 73,120 shares; 2026Q1: 76,657 shares 76,657 $10M 0.65% +3,537 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,339 shares; 2024Q4: 42,028 shares; 2025Q1: 45,992 shares; 2025Q2: 43,270 shares; 2025Q3: 45,204 shares; 2025Q4: 47,056 shares; 2026Q1: 48,166 shares 48,166 $10M 0.65% +1,110 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: 20,720 shares; 2024Q4: 27,543 shares; 2025Q1: 28,187 shares; 2025Q2: 29,419 shares; 2025Q3: 30,303 shares; 2025Q4: 34,585 shares; 2026Q1: 34,483 shares 34,483 $9.89M 0.64% -102 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: 38,849 shares; 2024Q4: 42,567 shares; 2025Q1: 43,261 shares; 2025Q2: 65,491 shares; 2025Q3: 53,548 shares; 2025Q4: 30,171 shares; 2026Q1: 31,577 shares 31,577 $9.77M 0.64% +1,406 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: 175,460 shares; 2024Q4: 155,006 shares; 2025Q1: 241,379 shares; 2025Q2: 197,538 shares; 2025Q3: 205,688 shares; 2025Q4: 209,756 shares; 2026Q1: 192,158 shares 192,158 $9.65M 0.63% -17,598 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: 32,266 shares; 2024Q4: 33,270 shares; 2025Q1: 41,976 shares; 2025Q2: 36,742 shares; 2025Q3: 30,279 shares; 2025Q4: 32,099 shares; 2026Q1: 32,620 shares 32,620 $9.6M 0.62% +521 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: 2,376 shares; 2024Q4: 2,332 shares; 2025Q1: 17,860 shares; 2025Q2: 18,557 shares; 2025Q3: 24,902 shares; 2025Q4: 25,949 shares; 2026Q1: 27,252 shares 27,252 $9.59M 0.62% +1,303 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: 36,406 shares; 2024Q4: 35,068 shares; 2025Q1: 36,870 shares; 2025Q2: 39,057 shares; 2025Q3: 40,581 shares; 2025Q4: 44,156 shares; 2026Q1: 53,643 shares 53,643 $9.26M 0.6% +9,487 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: 97,566 shares; 2024Q4: 99,975 shares; 2025Q1: 101,002 shares; 2025Q2: 106,853 shares; 2025Q3: 109,709 shares; 2025Q4: 115,588 shares; 2026Q1: 120,616 shares 120,616 $9.17M 0.6% +5,028 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,288 shares; 2024Q4: 120,710 shares; 2025Q1: 132,232 shares; 2025Q2: 140,546 shares; 2025Q3: 146,469 shares; 2025Q4: 151,125 shares; 2026Q1: 96,833 shares 96,833 $9.03M 0.59% -54,292 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: 33,705 shares; 2024Q4: 34,506 shares; 2025Q1: 33,756 shares; 2025Q2: 37,196 shares; 2025Q3: 49,751 shares; 2025Q4: 50,852 shares; 2026Q1: 61,922 shares 61,922 $8.94M 0.58% +11,070 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: 67,746 shares; 2024Q4: 66,645 shares; 2025Q1: 64,816 shares; 2025Q2: 64,901 shares; 2025Q3: 65,891 shares; 2025Q4: 72,758 shares; 2026Q1: 70,793 shares 70,793 $8.8M 0.57% -1,965 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: 112,424 shares; 2024Q4: 116,370 shares; 2025Q1: 114,333 shares; 2025Q2: 113,719 shares; 2025Q3: 79,427 shares; 2025Q4: 82,949 shares; 2026Q1: 77,379 shares 77,379 $8.78M 0.57% -5,570 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: 69,525 shares; 2024Q4: 69,890 shares; 2025Q1: 66,915 shares; 2025Q2: 31,615 shares; 2025Q3: 29,289 shares; 2025Q4: 31,520 shares; 2026Q1: 51,507 shares 51,507 $8.74M 0.57% +19,987 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 753,533 shares; 2025Q1: not reported; 2025Q2: 8,046 shares; 2025Q3: 15,241 shares; 2025Q4: 401,145 shares; 2026Q1: 339,685 shares 339,685 $8.68M 0.56% -61,460 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: 55,902 shares; 2024Q4: 58,117 shares; 2025Q1: 63,232 shares; 2025Q2: 61,259 shares; 2025Q3: 68,876 shares; 2025Q4: 68,872 shares; 2026Q1: 73,214 shares 73,214 $8.28M 0.54% +4,342 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,715 shares; 2024Q4: 7,677 shares; 2025Q1: 25,606 shares; 2025Q2: 6,303 shares; 2025Q3: 5,817 shares; 2025Q4: 10,685 shares; 2026Q1: 75,268 shares 75,268 $8.2M 0.53% +64,583 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: 18,296 shares; 2024Q4: 21,444 shares; 2025Q1: 21,028 shares; 2025Q2: 27,465 shares; 2025Q3: 28,726 shares; 2025Q4: 28,144 shares; 2026Q1: 30,232 shares 30,232 $8.18M 0.53% +2,088 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,727 shares; 2025Q4: 34,092 shares; 2026Q1: 238,301 shares 238,301 $7.97M 0.52% +204,209 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,324 shares; 2024Q4: 45,932 shares; 2025Q1: 93,130 shares; 2025Q2: 97,507 shares; 2025Q3: 121,885 shares; 2025Q4: 115,484 shares; 2026Q1: 130,093 shares 130,093 $7.7M 0.5% +14,609 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: 40,017 shares; 2024Q4: 24,694 shares; 2025Q1: 27,760 shares; 2025Q2: 27,259 shares; 2025Q3: 31,346 shares; 2025Q4: 34,027 shares; 2026Q1: 35,708 shares 35,708 $7.54M 0.49% +1,681 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: 165,030 shares; 2024Q4: 164,010 shares; 2025Q1: 160,704 shares; 2025Q2: 152,986 shares; 2025Q3: 140,558 shares; 2025Q4: 143,833 shares; 2026Q1: 150,611 shares 150,611 $7.51M 0.49% +6,778 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,072 shares; 2024Q4: 32,771 shares; 2025Q1: 23,110 shares; 2025Q2: 26,111 shares; 2025Q3: 26,430 shares; 2025Q4: 26,044 shares; 2026Q1: 21,835 shares 21,835 $7.46M 0.49% -4,209 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 2,449 shares; 2025Q1: 2,349 shares; 2025Q2: 2,941 shares; 2025Q3: 3,114 shares; 2025Q4: 3,341 shares; 2026Q1: 8,440 shares 8,440 $7.37M 0.48% +5,099 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: 47,458 shares; 2024Q4: 20,636 shares; 2025Q1: 20,348 shares; 2025Q2: 22,258 shares; 2025Q3: 21,981 shares; 2025Q4: 34,077 shares; 2026Q1: 33,669 shares 33,669 $7.32M 0.48% -408 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,136 shares; 2024Q4: 72,601 shares; 2025Q1: 82,044 shares; 2025Q2: 89,247 shares; 2025Q3: 93,006 shares; 2025Q4: 97,638 shares; 2026Q1: 105,004 shares 105,004 $7.27M 0.47% +7,366 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,015 shares; 2025Q2: 5,650 shares; 2025Q3: 5,767 shares; 2025Q4: 6,002 shares; 2026Q1: 10,630 shares 10,630 $7.25M 0.47% +4,628 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: 17,105 shares; 2024Q4: 55,343 shares; 2025Q1: 29,259 shares; 2025Q2: 31,773 shares; 2025Q3: 33,241 shares; 2025Q4: 27,034 shares; 2026Q1: 21,391 shares 21,391 $7.23M 0.47% -5,643 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,431 shares; 2024Q4: 31,576 shares; 2025Q1: 31,671 shares; 2025Q2: 31,936 shares; 2025Q3: 31,990 shares; 2025Q4: 34,166 shares; 2026Q1: 34,620 shares 34,620 $7.14M 0.46% +454 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: 4,454 shares; 2024Q4: 4,169 shares; 2025Q1: 8,106 shares; 2025Q2: 8,659 shares; 2025Q3: 8,825 shares; 2025Q4: 8,301 shares; 2026Q1: 8,162 shares 8,162 $7.06M 0.46% -139 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: 33,580 shares; 2024Q4: 31,603 shares; 2025Q1: 37,085 shares; 2025Q2: 41,926 shares; 2025Q3: 60,852 shares; 2025Q4: 63,447 shares; 2026Q1: 69,845 shares 69,845 $6.87M 0.45% +6,398 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,106 shares; 2025Q1: 1,875 shares; 2025Q2: 18,475 shares; 2025Q3: 21,876 shares; 2025Q4: 5,574 shares; 2026Q1: 56,799 shares 56,799 $6.71M 0.44% +51,225 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: 14,905 shares; 2024Q4: 14,041 shares; 2025Q1: 10,507 shares; 2025Q2: 11,081 shares; 2025Q3: 11,444 shares; 2025Q4: 13,928 shares; 2026Q1: 20,591 shares 20,591 $6.61M 0.43% +6,663 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,693 shares; 2024Q4: 179,545 shares; 2025Q1: 489,812 shares; 2025Q2: 213,481 shares; 2025Q3: 212,248 shares; 2025Q4: 221,978 shares; 2026Q1: 561,665 shares 561,665 $6.58M 0.43% +339,687 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 890 shares; 2024Q4: 923 shares; 2025Q1: 927 shares; 2025Q2: 1,088 shares; 2025Q3: 1,092 shares; 2025Q4: 11,791 shares; 2026Q1: 18,326 shares 18,326 $6.53M 0.42% +6,535 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,629 shares; 2025Q1: 1,578 shares; 2025Q2: 2,043 shares; 2025Q3: 2,170 shares; 2025Q4: 2,173 shares; 2026Q1: 9,107 shares 9,107 $6.45M 0.42% +6,934 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 15,413 shares; 2025Q1: 14,775 shares; 2025Q2: 15,615 shares; 2025Q3: 16,029 shares; 2025Q4: 17,926 shares; 2026Q1: 18,418 shares 18,418 $6.32M 0.41% +492 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: 11,716 shares; 2024Q4: 13,782 shares; 2025Q1: 12,528 shares; 2025Q2: 19,802 shares; 2025Q3: 18,022 shares; 2025Q4: 25,949 shares; 2026Q1: 48,961 shares 48,961 $6.08M 0.4% +23,012 Timeline IVOO 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: 172,497 shares; 2024Q4: 156,273 shares; 2025Q1: 78,450 shares; 2025Q2: 61,679 shares; 2025Q3: 56,232 shares; 2025Q4: 54,672 shares; 2026Q1: 51,250 shares 51,250 $5.86M 0.38% -3,422 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: 10,581 shares; 2024Q4: 10,749 shares; 2025Q1: 10,432 shares; 2025Q2: 13,614 shares; 2025Q3: 14,575 shares; 2025Q4: 12,890 shares; 2026Q1: 12,218 shares 12,218 $5.85M 0.38% -672 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,934 shares; 2024Q4: 39,681 shares; 2025Q1: 43,037 shares; 2025Q2: 45,880 shares; 2025Q3: 47,844 shares; 2025Q4: 49,757 shares; 2026Q1: 54,987 shares 54,987 $5.81M 0.38% +5,230 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: 10,334 shares; 2024Q4: 10,470 shares; 2025Q1: 15,738 shares; 2025Q2: 18,371 shares; 2025Q3: 17,691 shares; 2025Q4: 43,269 shares; 2026Q1: 60,393 shares 60,393 $5.81M 0.38% +17,124 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 385,613 shares; 2026Q1: 346,565 shares 346,565 $5.76M 0.37% -39,048 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: 9,325 shares; 2024Q4: 11,335 shares; 2025Q1: 61,695 shares; 2025Q2: 132,444 shares; 2025Q3: 136,054 shares; 2025Q4: 131,393 shares; 2026Q1: 198,962 shares 198,962 $5.71M 0.37% +67,569 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: 15,830 shares; 2024Q4: 10,027 shares; 2025Q1: 37,376 shares; 2025Q2: 10,146 shares; 2025Q3: 47,011 shares; 2025Q4: 46,746 shares; 2026Q1: 47,359 shares 47,359 $5.7M 0.37% +613 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: 55,538 shares; 2024Q4: 55,547 shares; 2025Q1: 55,547 shares; 2025Q2: 56,482 shares; 2025Q3: 54,341 shares; 2025Q4: 65,345 shares; 2026Q1: 65,175 shares 65,175 $5.65M 0.37% -170 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: 24,508 shares; 2024Q4: 28,104 shares; 2025Q1: 26,868 shares; 2025Q2: 27,314 shares; 2025Q3: 28,155 shares; 2025Q4: 27,315 shares; 2026Q1: 28,298 shares 28,298 $5.63M 0.37% +983 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,625 shares; 2025Q1: 2,501 shares; 2025Q2: 4,199 shares; 2025Q3: 4,186 shares; 2025Q4: 4,300 shares; 2026Q1: 4,259 shares 4,259 $5.63M 0.37% -41 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,067 shares; 2024Q4: 8,164 shares; 2025Q1: 17,626 shares; 2025Q2: 17,753 shares; 2025Q3: 17,734 shares; 2025Q4: 17,509 shares; 2026Q1: 17,530 shares 17,530 $5.62M 0.37% +21 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,205 shares; 2025Q1: 3,928 shares; 2025Q2: 63,726 shares; 2025Q3: 65,287 shares; 2025Q4: 61,373 shares; 2026Q1: 59,624 shares 59,624 $5.5M 0.36% -1,749 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,049 shares; 2024Q4: 35,082 shares; 2025Q1: 37,096 shares; 2025Q2: 38,615 shares; 2025Q3: 38,684 shares; 2025Q4: 37,104 shares; 2026Q1: 36,972 shares 36,972 $5.27M 0.34% -132 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: 149,369 shares; 2024Q4: 135,077 shares; 2025Q1: 127,658 shares; 2025Q2: 133,731 shares; 2025Q3: 110,954 shares; 2025Q4: 52,069 shares; 2026Q1: 37,012 shares 37,012 $5.03M 0.33% -15,057 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,033 shares; 2025Q2: 38,692 shares; 2025Q3: 39,967 shares; 2025Q4: 33,408 shares; 2026Q1: 42,740 shares 42,740 $5M 0.33% +9,332 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 568 shares; 2024Q4: 615 shares; 2025Q1: 685 shares; 2025Q2: 707 shares; 2025Q3: 756 shares; 2025Q4: 46,294 shares; 2026Q1: 47,508 shares 47,508 $4.97M 0.32% +1,214 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,931 shares; 2024Q4: 23,210 shares; 2025Q1: 22,409 shares; 2025Q2: 23,181 shares; 2025Q3: 23,819 shares; 2025Q4: 25,079 shares; 2026Q1: 26,335 shares 26,335 $4.91M 0.32% +1,256 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,685 shares; 2024Q4: 117,383 shares; 2025Q1: 111,905 shares; 2025Q2: 112,067 shares; 2025Q3: 112,211 shares; 2025Q4: 107,585 shares; 2026Q1: 105,814 shares 105,814 $4.73M 0.31% -1,771 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: 2,748 shares; 2024Q4: 3,158 shares; 2025Q1: 3,332 shares; 2025Q2: 7,295 shares; 2025Q3: 4,393 shares; 2025Q4: 4,258 shares; 2026Q1: 4,664 shares 4,664 $4.65M 0.3% +406 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: 37,383 shares; 2024Q4: 33,041 shares; 2025Q1: 36,419 shares; 2025Q2: 39,285 shares; 2025Q3: 41,493 shares; 2025Q4: 43,287 shares; 2026Q1: 45,246 shares 45,246 $4.55M 0.3% +1,959 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,256 shares; 2024Q4: 4,005 shares; 2025Q1: 5,529 shares; 2025Q2: 4,487 shares; 2025Q3: 4,581 shares; 2025Q4: 6,326 shares; 2026Q1: 4,918 shares 4,918 $4.52M 0.29% -1,408 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: 28,049 shares; 2024Q4: 32,343 shares; 2025Q1: 31,422 shares; 2025Q2: 32,937 shares; 2025Q3: 27,408 shares; 2025Q4: 27,921 shares; 2026Q1: 30,480 shares 30,480 $4.48M 0.29% +2,559 Timeline ALTL PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,842 shares; 2024Q4: 129,017 shares; 2025Q1: 122,271 shares; 2025Q2: 120,986 shares; 2025Q3: 107,925 shares; 2025Q4: 102,012 shares; 2026Q1: 102,012 shares 102,012 $4.48M 0.29% 0 Timeline FCTR 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: 187,301 shares; 2024Q4: 185,975 shares; 2025Q1: 153,287 shares; 2025Q2: 147,325 shares; 2025Q3: 131,385 shares; 2025Q4: 125,822 shares; 2026Q1: 124,689 shares 124,689 $4.45M 0.29% -1,133 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: 8,047 shares; 2024Q4: 13,064 shares; 2025Q1: 16,164 shares; 2025Q2: 9,602 shares; 2025Q3: 19,573 shares; 2025Q4: 18,269 shares; 2026Q1: 49,612 shares 49,612 $4.44M 0.29% +31,343 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: 41,826 shares; 2024Q4: 123,543 shares; 2025Q1: 130,351 shares; 2025Q2: 128,725 shares; 2025Q3: 129,472 shares; 2025Q4: 143,131 shares; 2026Q1: 141,871 shares 141,871 $4.35M 0.28% -1,260 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 39,399 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,122 shares 50,122 $4.35M 0.28% new 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: 20,551 shares; 2024Q4: 20,046 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,893 shares; 2026Q1: 59,785 shares 59,785 $4.33M 0.28% +15,892 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: 53,345 shares; 2025Q1: 20,287 shares; 2025Q2: 40,428 shares; 2025Q3: 39,728 shares; 2025Q4: 35,349 shares; 2026Q1: 35,230 shares 35,230 $4.33M 0.28% -119 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,302 shares; 2024Q4: 15,879 shares; 2025Q1: 15,653 shares; 2025Q2: 24,245 shares; 2025Q3: 17,885 shares; 2025Q4: 19,011 shares; 2026Q1: 23,722 shares 23,722 $4.33M 0.28% +4,711 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,533 shares; 2024Q4: 11,587 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,013 shares 107,013 $4.17M 0.27% new 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: 22,710 shares; 2024Q4: 19,165 shares; 2025Q1: 17,610 shares; 2025Q2: 18,745 shares; 2025Q3: 19,096 shares; 2025Q4: 20,148 shares; 2026Q1: 13,664 shares 13,664 $4.13M 0.27% -6,484 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: 31,078 shares; 2024Q4: 21,185 shares; 2025Q1: 21,946 shares; 2025Q2: 23,745 shares; 2025Q3: 25,265 shares; 2025Q4: 28,769 shares; 2026Q1: 30,467 shares 30,467 $4.04M 0.26% +1,698 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,201 shares; 2025Q1: 20,648 shares; 2025Q2: 1,456 shares; 2025Q3: 13,360 shares; 2025Q4: 17,440 shares; 2026Q1: 17,222 shares 17,222 $3.97M 0.26% -218 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: 4,262 shares; 2024Q4: not reported; 2025Q1: 4,079 shares; 2025Q2: 4,372 shares; 2025Q3: 59,776 shares; 2025Q4: 77,928 shares; 2026Q1: 69,951 shares 69,951 $3.96M 0.26% -7,977 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: 54,414 shares; 2024Q4: 51,951 shares; 2025Q1: 40,004 shares; 2025Q2: 39,933 shares; 2025Q3: 40,031 shares; 2025Q4: 40,707 shares; 2026Q1: 42,606 shares 42,606 $3.86M 0.25% +1,899 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,478 shares; 2025Q4: 6,064 shares; 2026Q1: 34,540 shares 34,540 $3.74M 0.24% +28,476 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: 26,879 shares; 2024Q4: 24,738 shares; 2025Q1: 55,106 shares; 2025Q2: 17,017 shares; 2025Q3: 15,296 shares; 2025Q4: 29,123 shares; 2026Q1: 27,675 shares 27,675 $3.68M 0.24% -1,448 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,553 shares; 2025Q4: 154,563 shares; 2026Q1: 172,003 shares 172,003 $3.67M 0.24% +17,440 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: 28,201 shares; 2024Q4: 10,166 shares; 2025Q1: 9,945 shares; 2025Q2: 10,683 shares; 2025Q3: 11,323 shares; 2025Q4: 11,583 shares; 2026Q1: 12,229 shares 12,229 $3.47M 0.23% +646 Timeline AMCR AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 86,299 shares 86,299 $3.43M 0.22% new 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: 15,170 shares; 2024Q4: 15,993 shares; 2025Q1: 16,397 shares; 2025Q2: 16,679 shares; 2025Q3: 16,888 shares; 2025Q4: 17,296 shares; 2026Q1: 17,596 shares 17,596 $3.39M 0.22% +300 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,613 shares; 2024Q4: 48,039 shares; 2025Q1: 46,309 shares; 2025Q2: 49,335 shares; 2025Q3: 49,320 shares; 2025Q4: 47,609 shares; 2026Q1: 52,690 shares 52,690 $3.38M 0.22% +5,081 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,935 shares; 2024Q4: 5,931 shares; 2025Q1: 5,708 shares; 2025Q2: 5,524 shares; 2025Q3: 4,636 shares; 2025Q4: 4,039 shares; 2026Q1: 20,727 shares 20,727 $3.35M 0.22% +16,688 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,630 shares; 2024Q4: 84,770 shares; 2025Q1: 79,197 shares; 2025Q2: 70,164 shares; 2025Q3: 69,760 shares; 2025Q4: 14,088 shares; 2026Q1: 73,382 shares 73,382 $3.35M 0.22% +59,294 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: 2,093 shares; 2024Q4: 2,322 shares; 2025Q1: 9,469 shares; 2025Q2: 9,623 shares; 2025Q3: 9,218 shares; 2025Q4: 9,256 shares; 2026Q1: 9,334 shares 9,334 $3.34M 0.22% +78 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,870 shares; 2024Q4: 27,200 shares; 2025Q1: 50,421 shares; 2025Q2: 53,930 shares; 2025Q3: 69,173 shares; 2025Q4: 89,003 shares; 2026Q1: 90,126 shares 90,126 $3.32M 0.22% +1,123 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: 7,763 shares; 2024Q4: 17,177 shares; 2025Q1: 11,614 shares; 2025Q2: 7,953 shares; 2025Q3: 14,906 shares; 2025Q4: 26,660 shares; 2026Q1: 16,503 shares 16,503 $3.27M 0.21% -10,157 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: 7,649 shares; 2024Q4: 7,559 shares; 2025Q1: 7,746 shares; 2025Q2: 7,033 shares; 2025Q3: 7,289 shares; 2025Q4: 7,636 shares; 2026Q1: 7,577 shares 7,577 $3.23M 0.21% -59 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,465 shares; 2024Q4: 24,336 shares; 2025Q1: 25,618 shares; 2025Q2: 24,907 shares; 2025Q3: 27,843 shares; 2025Q4: 30,931 shares; 2026Q1: 30,903 shares 30,903 $3.07M 0.2% -28 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,091 shares 14,091 $3.05M 0.2% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,660 shares; 2024Q4: 9,685 shares; 2025Q1: 10,152 shares; 2025Q2: 10,893 shares; 2025Q3: 12,957 shares; 2025Q4: 14,389 shares; 2026Q1: 10,268 shares 10,268 $2.95M 0.19% -4,121 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 67,744 shares; 2025Q4: 69,736 shares; 2026Q1: 59,265 shares 59,265 $2.93M 0.19% -10,471 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: 40,963 shares; 2024Q4: 35,482 shares; 2025Q1: 32,920 shares; 2025Q2: 33,848 shares; 2025Q3: 37,238 shares; 2025Q4: 32,155 shares; 2026Q1: 32,962 shares 32,962 $2.92M 0.19% +807 Timeline STIP 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: 36,916 shares; 2024Q4: 34,247 shares; 2025Q1: 33,837 shares; 2025Q2: 32,097 shares; 2025Q3: 31,243 shares; 2025Q4: 27,522 shares; 2026Q1: 27,526 shares 27,526 $2.85M 0.19% +4 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,923 shares; 2025Q1: 21,021 shares; 2025Q2: 21,060 shares; 2025Q3: 20,713 shares; 2025Q4: 15,000 shares; 2026Q1: 15,733 shares 15,733 $2.82M 0.18% +733 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: 992 shares; 2024Q4: 2,132 shares; 2025Q1: 12,202 shares; 2025Q2: 2,737 shares; 2025Q3: 2,804 shares; 2025Q4: 3,035 shares; 2026Q1: 11,618 shares 11,618 $2.82M 0.18% +8,583 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: 22,984 shares; 2024Q4: 23,859 shares; 2025Q1: 24,140 shares; 2025Q2: 24,599 shares; 2025Q3: 29,663 shares; 2025Q4: 34,593 shares; 2026Q1: 34,681 shares 34,681 $2.76M 0.18% +88 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: 7,803 shares; 2024Q4: 7,818 shares; 2025Q1: 8,605 shares; 2025Q2: 9,286 shares; 2025Q3: 9,617 shares; 2025Q4: 9,762 shares; 2026Q1: 10,455 shares 10,455 $2.74M 0.18% +693 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: 14,076 shares; 2024Q4: 41,046 shares; 2025Q1: 56,336 shares; 2025Q2: 20,214 shares; 2025Q3: 20,817 shares; 2025Q4: 20,822 shares; 2026Q1: 20,475 shares 20,475 $2.7M 0.18% -347 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,151 shares; 2026Q1: 68,877 shares 68,877 $2.62M 0.17% +58,726 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: 24,901 shares; 2024Q4: 26,174 shares; 2025Q1: 15,539 shares; 2025Q2: 16,457 shares; 2025Q3: 16,323 shares; 2025Q4: 17,093 shares; 2026Q1: 17,678 shares 17,678 $2.56M 0.17% +585 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,655 shares; 2024Q4: 60,994 shares; 2025Q1: 78,767 shares; 2025Q2: 80,282 shares; 2025Q3: 75,187 shares; 2025Q4: 54,091 shares; 2026Q1: 48,311 shares 48,311 $2.53M 0.16% -5,780 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: 33,558 shares; 2024Q4: 18,255 shares; 2025Q1: 24,507 shares; 2025Q2: 24,595 shares; 2025Q3: 35,848 shares; 2025Q4: 34,994 shares; 2026Q1: 138,325 shares 138,325 $2.46M 0.16% +103,331 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: 3,314 shares; 2024Q4: 4,972 shares; 2025Q1: 3,765 shares; 2025Q2: 5,403 shares; 2025Q3: 5,269 shares; 2025Q4: 5,820 shares; 2026Q1: 5,654 shares 5,654 $2.43M 0.16% -166 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: 7,124 shares; 2024Q4: 7,224 shares; 2025Q1: 7,323 shares; 2025Q2: 7,396 shares; 2025Q3: 7,410 shares; 2025Q4: 7,369 shares; 2026Q1: 7,342 shares 7,342 $2.4M 0.16% -27 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: 7,933 shares; 2024Q4: 9,756 shares; 2025Q1: 7,952 shares; 2025Q2: 13,320 shares; 2025Q3: 13,579 shares; 2025Q4: 16,249 shares; 2026Q1: 16,132 shares 16,132 $2.36M 0.15% -117 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: 14,479 shares; 2024Q4: 25,482 shares; 2025Q1: 26,173 shares; 2025Q2: 27,613 shares; 2025Q3: 29,255 shares; 2025Q4: 29,495 shares; 2026Q1: 29,618 shares 29,618 $2.32M 0.15% +123 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,970 shares 16,970 $2.32M 0.15% new 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: 4,992 shares; 2024Q4: 5,348 shares; 2025Q1: 5,349 shares; 2025Q2: 5,375 shares; 2025Q3: 3,512 shares; 2025Q4: 5,626 shares; 2026Q1: 3,233 shares 3,233 $2.26M 0.15% -2,393 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869 shares; 2024Q4: 2,946 shares; 2025Q1: 2,861 shares; 2025Q2: 2,761 shares; 2025Q3: 2,780 shares; 2025Q4: 2,808 shares; 2026Q1: 7,221 shares 7,221 $2.24M 0.15% +4,413 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,049 shares; 2024Q4: 58,838 shares; 2025Q1: 44,413 shares; 2025Q2: 41,232 shares; 2025Q3: 47,877 shares; 2025Q4: 50,587 shares; 2026Q1: 66,594 shares 66,594 $2.19M 0.14% +16,007 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: 2,270 shares; 2024Q4: 2,492 shares; 2025Q1: 2,652 shares; 2025Q2: 12,476 shares; 2025Q3: 12,256 shares; 2025Q4: 12,526 shares; 2026Q1: 13,107 shares 13,107 $2.17M 0.14% +581 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: 5,538 shares; 2024Q4: 5,753 shares; 2025Q1: 5,672 shares; 2025Q2: 6,401 shares; 2025Q3: 6,469 shares; 2025Q4: 6,630 shares; 2026Q1: 6,430 shares 6,430 $2.05M 0.13% -200 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: 50,629 shares; 2024Q4: 47,819 shares; 2025Q1: 46,707 shares; 2025Q2: 43,596 shares; 2025Q3: 43,529 shares; 2025Q4: 24,387 shares; 2026Q1: 24,919 shares 24,919 $1.98M 0.13% +532 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,927 shares 6,927 $1.97M 0.13% new Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,049 shares; 2024Q4: 22,950 shares; 2025Q1: 21,825 shares; 2025Q2: 21,920 shares; 2025Q3: 21,690 shares; 2025Q4: 21,626 shares; 2026Q1: 21,137 shares 21,137 $1.94M 0.13% -489 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: 6,476 shares; 2024Q4: 6,830 shares; 2025Q1: 6,739 shares; 2025Q2: 6,682 shares; 2025Q3: 6,699 shares; 2025Q4: 8,145 shares; 2026Q1: 9,229 shares 9,229 $1.92M 0.12% +1,084 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: 14,419 shares; 2024Q4: 10,470 shares; 2025Q1: 10,072 shares; 2025Q2: 7,495 shares; 2025Q3: 7,756 shares; 2025Q4: 9,027 shares; 2026Q1: 3,746 shares 3,746 $1.87M 0.12% -5,281 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,459 shares; 2024Q4: 29,093 shares; 2025Q1: 29,752 shares; 2025Q2: 29,819 shares; 2025Q3: 36,796 shares; 2025Q4: 36,480 shares; 2026Q1: 37,476 shares 37,476 $1.85M 0.12% +996 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,769 shares; 2024Q4: 6,769 shares; 2025Q1: 7,129 shares; 2025Q2: 6,829 shares; 2025Q3: 6,829 shares; 2025Q4: 6,829 shares; 2026Q1: 6,662 shares 6,662 $1.83M 0.12% -167 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,968 shares 18,968 $1.8M 0.12% new 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: 4,950 shares; 2024Q4: 7,030 shares; 2025Q1: 5,902 shares; 2025Q2: 5,218 shares; 2025Q3: 5,705 shares; 2025Q4: 6,176 shares; 2026Q1: 7,172 shares 7,172 $1.78M 0.12% +996 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: 2,808 shares; 2024Q4: 2,950 shares; 2025Q1: 5,175 shares; 2025Q2: 4,975 shares; 2025Q3: 5,153 shares; 2025Q4: 4,555 shares; 2026Q1: 5,261 shares 5,261 $1.78M 0.12% +706 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: 1,260 shares; 2024Q4: 7,626 shares; 2025Q1: 8,532 shares; 2025Q2: 1,419 shares; 2025Q3: 1,597 shares; 2025Q4: 3,628 shares; 2026Q1: 3,603 shares 3,603 $1.77M 0.12% -25 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 900 shares; 2025Q3: 921 shares; 2025Q4: 1,180 shares; 2026Q1: 1,275 shares 1,275 $1.76M 0.11% +95 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,261 shares; 2024Q4: 7,568 shares; 2025Q1: 7,479 shares; 2025Q2: 7,582 shares; 2025Q3: 9,321 shares; 2025Q4: 9,222 shares; 2026Q1: 9,092 shares 9,092 $1.74M 0.11% -130 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: 3,090 shares; 2024Q4: 3,704 shares; 2025Q1: 3,621 shares; 2025Q2: 5,165 shares; 2025Q3: 6,954 shares; 2025Q4: 5,717 shares; 2026Q1: 7,188 shares 7,188 $1.74M 0.11% +1,471 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: 1,536 shares; 2024Q4: 1,689 shares; 2025Q1: 1,711 shares; 2025Q2: 1,705 shares; 2025Q3: 1,744 shares; 2025Q4: 1,933 shares; 2026Q1: 2,051 shares 2,051 $1.73M 0.11% +118 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,066 shares; 2026Q1: 3,301 shares 3,301 $1.73M 0.11% -1,765 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: 47,791 shares; 2024Q4: 50,309 shares; 2025Q1: 49,767 shares; 2025Q2: 43,048 shares; 2025Q3: 49,030 shares; 2025Q4: 47,192 shares; 2026Q1: 38,665 shares 38,665 $1.71M 0.11% -8,527 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: 18,082 shares; 2024Q4: 19,117 shares; 2025Q1: 20,106 shares; 2025Q2: 22,940 shares; 2025Q3: 25,163 shares; 2025Q4: 30,316 shares; 2026Q1: 33,771 shares 33,771 $1.65M 0.11% +3,455 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: 3,911 shares; 2024Q4: 4,346 shares; 2025Q1: 4,332 shares; 2025Q2: 5,215 shares; 2025Q3: 6,111 shares; 2025Q4: 5,752 shares; 2026Q1: 5,004 shares 5,004 $1.65M 0.11% -748 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: 9,343 shares; 2024Q4: 10,077 shares; 2025Q1: 8,525 shares; 2025Q2: 9,200 shares; 2025Q3: 8,884 shares; 2025Q4: 8,516 shares; 2026Q1: 8,156 shares 8,156 $1.6M 0.1% -360 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: 25,058 shares; 2024Q4: 28,937 shares; 2025Q1: 19,826 shares; 2025Q2: 20,266 shares; 2025Q3: 20,026 shares; 2025Q4: 18,336 shares; 2026Q1: 13,473 shares 13,473 $1.6M 0.1% -4,863 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,994 shares; 2024Q4: 24,177 shares; 2025Q1: 18,388 shares; 2025Q2: 17,608 shares; 2025Q3: 16,381 shares; 2025Q4: 16,368 shares; 2026Q1: 15,668 shares 15,668 $1.58M 0.1% -700 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 561 shares; 2024Q4: 560 shares; 2025Q1: 460 shares; 2025Q2: 6,036 shares; 2025Q3: 11,211 shares; 2025Q4: 9,667 shares; 2026Q1: 4,386 shares 4,386 $1.57M 0.1% -5,281 Timeline FDVV 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: 21,052 shares; 2024Q4: 21,103 shares; 2025Q1: 21,148 shares; 2025Q2: 21,507 shares; 2025Q3: 21,504 shares; 2025Q4: 23,561 shares; 2026Q1: 28,390 shares 28,390 $1.57M 0.1% +4,829 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: 30,410 shares; 2024Q4: 31,741 shares; 2025Q1: 27,858 shares; 2025Q2: 26,213 shares; 2025Q3: 26,027 shares; 2025Q4: 23,844 shares; 2026Q1: 31,198 shares 31,198 $1.54M 0.1% +7,354 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,426 shares; 2024Q4: 73,058 shares; 2025Q1: 61,463 shares; 2025Q2: 58,838 shares; 2025Q3: 59,099 shares; 2025Q4: 67,562 shares; 2026Q1: 57,831 shares 57,831 $1.54M 0.1% -9,731 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,848 shares; 2026Q1: 14,852 shares 14,852 $1.52M 0.1% +4 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,511 shares; 2024Q4: 24,247 shares; 2025Q1: 24,527 shares; 2025Q2: 24,614 shares; 2025Q3: 22,314 shares; 2025Q4: 22,469 shares; 2026Q1: 22,945 shares 22,945 $1.48M 0.1% +476 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,277 shares; 2024Q4: 39,999 shares; 2025Q1: 35,215 shares; 2025Q2: 32,207 shares; 2025Q3: 30,976 shares; 2025Q4: 29,771 shares; 2026Q1: 28,200 shares 28,200 $1.48M 0.1% -1,571 Timeline FREL 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: 78,844 shares; 2024Q4: 78,871 shares; 2025Q1: 57,598 shares; 2025Q2: 57,609 shares; 2025Q3: 54,089 shares; 2025Q4: 54,263 shares; 2026Q1: 54,689 shares 54,689 $1.47M 0.1% +426 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,061 shares; 2024Q4: 17,533 shares; 2025Q1: 16,665 shares; 2025Q2: 15,878 shares; 2025Q3: 15,057 shares; 2025Q4: 13,710 shares; 2026Q1: 13,710 shares 13,710 $1.46M 0.09% 0 Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,134,864 shares; 2024Q4: 1,078,674 shares; 2025Q1: 1,050,202 shares; 2025Q2: 987,869 shares; 2025Q3: 931,184 shares; 2025Q4: 897,715 shares; 2026Q1: 898,651 shares 898,651 $1.46M 0.09% +936 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,588 shares; 2024Q4: 15,548 shares; 2025Q1: 17,371 shares; 2025Q2: 30,775 shares; 2025Q3: 36,526 shares; 2025Q4: 25,370 shares; 2026Q1: 24,993 shares 24,993 $1.44M 0.09% -377 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: 3,243 shares; 2024Q4: 3,254 shares; 2025Q1: 4,132 shares; 2025Q2: 6,142 shares; 2025Q3: 7,288 shares; 2025Q4: 6,998 shares; 2026Q1: 7,051 shares 7,051 $1.43M 0.09% +53 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: 11,053 shares; 2024Q4: 9,726 shares; 2025Q1: 9,301 shares; 2025Q2: 10,256 shares; 2025Q3: 10,716 shares; 2025Q4: 11,626 shares; 2026Q1: 21,464 shares 21,464 $1.43M 0.09% +9,838 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: 18,364 shares; 2024Q4: 29,099 shares; 2025Q1: 19,519 shares; 2025Q2: 18,894 shares; 2025Q3: 18,615 shares; 2025Q4: 20,768 shares; 2026Q1: 20,904 shares 20,904 $1.42M 0.09% +136 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: 33,410 shares; 2024Q4: 8,816 shares; 2025Q1: 12,296 shares; 2025Q2: 12,531 shares; 2025Q3: 12,128 shares; 2025Q4: 10,908 shares; 2026Q1: 10,899 shares 10,899 $1.4M 0.09% -9 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: 12,930 shares; 2024Q4: 10,846 shares; 2025Q1: 11,317 shares; 2025Q2: 13,523 shares; 2025Q3: 14,774 shares; 2025Q4: 15,124 shares; 2026Q1: 17,696 shares 17,696 $1.37M 0.09% +2,572 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,947 shares; 2024Q4: 33,928 shares; 2025Q1: 22,920 shares; 2025Q2: 21,946 shares; 2025Q3: 21,937 shares; 2025Q4: 21,821 shares; 2026Q1: 21,837 shares 21,837 $1.36M 0.09% +16 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: 61,965 shares; 2025Q1: 62,794 shares; 2025Q2: 62,534 shares; 2025Q3: 61,444 shares; 2025Q4: 54,384 shares; 2026Q1: 6,307 shares 6,307 $1.35M 0.09% -48,077 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: 14,558 shares; 2024Q4: 18,591 shares; 2025Q1: 12,214 shares; 2025Q2: 20,702 shares; 2025Q3: 20,262 shares; 2025Q4: 9,810 shares; 2026Q1: 8,911 shares 8,911 $1.31M 0.08% -899 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: 2,326 shares; 2024Q4: 2,178 shares; 2025Q1: 2,203 shares; 2025Q2: 3,661 shares; 2025Q3: 3,706 shares; 2025Q4: 3,940 shares; 2026Q1: 4,262 shares 4,262 $1.29M 0.08% +322 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: 4,324 shares; 2024Q4: 4,462 shares; 2025Q1: 4,606 shares; 2025Q2: 5,708 shares; 2025Q3: 5,674 shares; 2025Q4: 7,110 shares; 2026Q1: 7,008 shares 7,008 $1.28M 0.08% -102 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,218 shares; 2024Q4: 57,657 shares; 2025Q1: 7,819 shares; 2025Q2: 6,802 shares; 2025Q3: 7,165 shares; 2025Q4: 8,702 shares; 2026Q1: 13,056 shares 13,056 $1.28M 0.08% +4,354 Timeline AXIL AXIL BRANDS INC More: the full row for AXIL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,001 shares; 2024Q4: 155,002 shares; 2025Q1: 155,002 shares; 2025Q2: 155,002 shares; 2025Q3: 155,002 shares; 2025Q4: 180,002 shares; 2026Q1: 180,002 shares 180,002 $1.26M 0.08% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 14,700 shares; 2025Q1: 15,142 shares; 2025Q2: 15,464 shares; 2025Q3: 15,696 shares; 2025Q4: 14,868 shares; 2026Q1: 15,213 shares 15,213 $1.25M 0.08% +345 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: 3,962 shares; 2024Q4: 3,236 shares; 2025Q1: 3,221 shares; 2025Q2: 3,524 shares; 2025Q3: 3,684 shares; 2025Q4: not reported; 2026Q1: 4,233 shares 4,233 $1.23M 0.08% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 3,236 shares; 2025Q1: 3,254 shares; 2025Q2: 5,348 shares; 2025Q3: 5,428 shares; 2025Q4: 6,751 shares; 2026Q1: 7,484 shares 7,484 $1.23M 0.08% +733 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,627 shares; 2024Q4: 19,888 shares; 2025Q1: 32,440 shares; 2025Q2: 13,944 shares; 2025Q3: 14,541 shares; 2025Q4: 13,067 shares; 2026Q1: 11,079 shares 11,079 $1.23M 0.08% -1,988 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: 4,549 shares; 2024Q4: 4,837 shares; 2025Q1: 4,469 shares; 2025Q2: 12,114 shares; 2025Q3: 11,452 shares; 2025Q4: 11,994 shares; 2026Q1: 12,733 shares 12,733 $1.18M 0.08% +739 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: 487 shares; 2024Q4: 555 shares; 2025Q1: 759 shares; 2025Q2: 1,889 shares; 2025Q3: 1,917 shares; 2025Q4: 1,894 shares; 2026Q1: 2,382 shares 2,382 $1.18M 0.08% +488 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: 20,818 shares; 2024Q4: 20,128 shares; 2025Q1: 18,959 shares; 2025Q2: 17,436 shares; 2025Q3: 16,935 shares; 2025Q4: 16,727 shares; 2026Q1: 16,903 shares 16,903 $1.18M 0.08% +176 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: 2,927 shares; 2024Q4: 2,493 shares; 2025Q1: 2,796 shares; 2025Q2: 3,528 shares; 2025Q3: 4,924 shares; 2025Q4: 6,812 shares; 2026Q1: 6,280 shares 6,280 $1.17M 0.08% -532 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,382 shares; 2024Q4: 7,843 shares; 2025Q1: 48,311 shares; 2025Q2: not reported; 2025Q3: 4,900 shares; 2025Q4: 13,301 shares; 2026Q1: 19,176 shares 19,176 $1.16M 0.08% +5,875 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,452 shares; 2024Q4: 9,235 shares; 2025Q1: 9,187 shares; 2025Q2: 10,092 shares; 2025Q3: 10,059 shares; 2025Q4: 12,582 shares; 2026Q1: 12,524 shares 12,524 $1.16M 0.08% -58 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: 3,912 shares; 2024Q4: 4,254 shares; 2025Q1: 6,230 shares; 2025Q2: 9,197 shares; 2025Q3: 9,325 shares; 2025Q4: 15,610 shares; 2026Q1: 16,070 shares 16,070 $1.16M 0.08% +460 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,284 shares; 2024Q4: 19,576 shares; 2025Q1: 39,849 shares; 2025Q2: 47,283 shares; 2025Q3: 60,440 shares; 2025Q4: 77,236 shares; 2026Q1: 76,701 shares 76,701 $1.15M 0.07% -535 Timeline LOVE LOVESAC CO More: the full row for LOVESAC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,170 shares; 2024Q4: 86,082 shares; 2025Q1: 82,332 shares; 2025Q2: 82,332 shares; 2025Q3: 82,332 shares; 2025Q4: 76,282 shares; 2026Q1: 76,282 shares 76,282 $1.13M 0.07% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,642 shares; 2024Q4: 5,642 shares; 2025Q1: 5,642 shares; 2025Q2: 5,642 shares; 2025Q3: 28,188 shares; 2025Q4: 26,235 shares; 2026Q1: 26,046 shares 26,046 $1.12M 0.07% -189 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: 3,070 shares; 2024Q4: 3,547 shares; 2025Q1: 4,148 shares; 2025Q2: 4,252 shares; 2025Q3: 4,558 shares; 2025Q4: 5,900 shares; 2026Q1: 7,013 shares 7,013 $1.12M 0.07% +1,113 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 6,570 shares; 2025Q1: 5,959 shares; 2025Q2: 5,709 shares; 2025Q3: 5,656 shares; 2025Q4: 5,398 shares; 2026Q1: 5,221 shares 5,221 $1.1M 0.07% -177 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: 116,252 shares; 2024Q4: 43,880 shares; 2025Q1: 27,935 shares; 2025Q2: 28,436 shares; 2025Q3: 64,425 shares; 2025Q4: 64,283 shares; 2026Q1: 68,922 shares 68,922 $1.09M 0.07% +4,639 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,963 shares; 2024Q4: 13,573 shares; 2025Q1: 14,595 shares; 2025Q2: 16,749 shares; 2025Q3: 17,193 shares; 2025Q4: 17,155 shares; 2026Q1: 18,259 shares 18,259 $1.08M 0.07% +1,104 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,528 shares 28,528 $1.07M 0.07% new Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 75,965 shares; 2025Q4: 58,925 shares; 2026Q1: 26,496 shares 26,496 $1.06M 0.07% -32,429 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: 1,477 shares; 2024Q4: 1,474 shares; 2025Q1: 1,593 shares; 2025Q2: 2,229 shares; 2025Q3: 2,337 shares; 2025Q4: 2,705 shares; 2026Q1: 2,720 shares 2,720 $1.06M 0.07% +15 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: 16,031 shares; 2024Q4: 12,803 shares; 2025Q1: 13,323 shares; 2025Q2: 15,091 shares; 2025Q3: 11,416 shares; 2025Q4: 11,402 shares; 2026Q1: 14,073 shares 14,073 $1.05M 0.07% +2,671 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,456 shares; 2025Q1: 2,290 shares; 2025Q2: 2,500 shares; 2025Q3: 2,717 shares; 2025Q4: 5,662 shares; 2026Q1: 5,640 shares 5,640 $1.03M 0.07% -22 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,967 shares; 2026Q1: 54,169 shares 54,169 $1.02M 0.07% -2,798 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: 19,820 shares; 2024Q4: 20,431 shares; 2025Q1: 19,975 shares; 2025Q2: 20,088 shares; 2025Q3: 20,427 shares; 2025Q4: 19,519 shares; 2026Q1: 19,199 shares 19,199 $1.01M 0.07% -320 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 5,761 shares; 2025Q1: 5,951 shares; 2025Q2: 14,389 shares; 2025Q3: 14,677 shares; 2025Q4: 16,849 shares; 2026Q1: 15,324 shares 15,324 $1.01M 0.07% -1,525 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: 2,913 shares; 2024Q4: 2,983 shares; 2025Q1: 2,958 shares; 2025Q2: 3,428 shares; 2025Q3: 4,495 shares; 2025Q4: 4,100 shares; 2026Q1: 4,974 shares 4,974 $1.01M 0.07% +874 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: 3,501 shares; 2024Q4: 4,352 shares; 2025Q1: 4,388 shares; 2025Q2: 4,613 shares; 2025Q3: 4,773 shares; 2025Q4: 7,368 shares; 2026Q1: 4,624 shares 4,624 $1M 0.07% -2,744 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: 1,263 shares; 2024Q4: 1,358 shares; 2025Q1: 1,435 shares; 2025Q2: 1,737 shares; 2025Q3: 1,650 shares; 2025Q4: 2,866 shares; 2026Q1: 3,072 shares 3,072 $1M 0.07% +206 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 36,266 shares; 2025Q2: 41,727 shares; 2025Q3: 41,817 shares; 2025Q4: 38,462 shares; 2026Q1: 39,702 shares 39,702 $997K 0.06% +1,240 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: 2,265 shares; 2024Q4: 10,745 shares; 2025Q1: 10,478 shares; 2025Q2: 11,024 shares; 2025Q3: 10,654 shares; 2025Q4: 11,027 shares; 2026Q1: 11,579 shares 11,579 $987K 0.06% +552 Timeline IWV 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: 2,643 shares; 2024Q4: 2,643 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares; 2025Q3: 2,643 shares; 2025Q4: 2,643 shares; 2026Q1: 2,643 shares 2,643 $980K 0.06% 0 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: 7,355 shares; 2024Q4: 8,365 shares; 2025Q1: 8,285 shares; 2025Q2: 7,897 shares; 2025Q3: 7,261 shares; 2025Q4: 7,464 shares; 2026Q1: 7,214 shares 7,214 $979K 0.06% -250 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,744 shares; 2024Q4: 10,090 shares; 2025Q1: 10,430 shares; 2025Q2: 11,364 shares; 2025Q3: 11,835 shares; 2025Q4: 15,433 shares; 2026Q1: 16,620 shares 16,620 $977K 0.06% +1,187 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,156 shares; 2026Q1: 21,893 shares 21,893 $977K 0.06% -263 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: 2,355 shares; 2024Q4: 2,345 shares; 2025Q1: 2,463 shares; 2025Q2: 1,937 shares; 2025Q3: 3,039 shares; 2025Q4: 3,251 shares; 2026Q1: 3,619 shares 3,619 $965K 0.06% +368 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: 4,393 shares; 2024Q4: 4,554 shares; 2025Q1: 4,554 shares; 2025Q2: 5,053 shares; 2025Q3: 4,856 shares; 2025Q4: 2,577 shares; 2026Q1: 2,182 shares 2,182 $953K 0.06% -395 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,791 shares; 2024Q4: 12,792 shares; 2025Q1: 15,018 shares; 2025Q2: 11,427 shares; 2025Q3: 10,128 shares; 2025Q4: 10,577 shares; 2026Q1: 18,351 shares 18,351 $936K 0.06% +7,774 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,331 shares; 2024Q4: 7,121 shares; 2025Q1: 6,245 shares; 2025Q2: 5,588 shares; 2025Q3: 9,130 shares; 2025Q4: 11,379 shares; 2026Q1: 8,811 shares 8,811 $935K 0.06% -2,568 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,675 shares; 2024Q4: 1,681 shares; 2025Q1: 1,756 shares; 2025Q2: 1,889 shares; 2025Q3: 1,900 shares; 2025Q4: 1,861 shares; 2026Q1: 1,954 shares 1,954 $925K 0.06% +93 Timeline ACEI INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,576 shares; 2026Q1: 39,786 shares 39,786 $921K 0.06% +26,210 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: 12,041 shares; 2024Q4: 11,359 shares; 2025Q1: 8,953 shares; 2025Q2: 8,459 shares; 2025Q3: 7,693 shares; 2025Q4: 12,757 shares; 2026Q1: 8,276 shares 8,276 $913K 0.06% -4,481 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: 7,889 shares; 2024Q4: 9,030 shares; 2025Q1: 2,964 shares; 2025Q2: 2,941 shares; 2025Q3: 3,608 shares; 2025Q4: 2,917 shares; 2026Q1: 3,953 shares 3,953 $894K 0.06% +1,036 Timeline BUFQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,245 shares; 2026Q1: 25,276 shares 25,276 $893K 0.06% -1,969 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,257 shares; 2024Q4: 1,350 shares; 2025Q1: 1,424 shares; 2025Q2: 1,796 shares; 2025Q3: 2,042 shares; 2025Q4: 2,264 shares; 2026Q1: 2,704 shares 2,704 $889K 0.06% +440 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,595 shares; 2024Q4: 19,595 shares; 2025Q1: 18,095 shares; 2025Q2: 17,933 shares; 2025Q3: 17,933 shares; 2025Q4: 17,933 shares; 2026Q1: 19,233 shares 19,233 $887K 0.06% +1,300 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: 3,671 shares; 2024Q4: 3,334 shares; 2025Q1: 3,283 shares; 2025Q2: 3,400 shares; 2025Q3: 6,355 shares; 2025Q4: 6,542 shares; 2026Q1: 6,774 shares 6,774 $887K 0.06% +232 Timeline FCOM 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: 11,944 shares; 2024Q4: 11,857 shares; 2025Q1: 11,610 shares; 2025Q2: 11,538 shares; 2025Q3: 11,538 shares; 2025Q4: 11,538 shares; 2026Q1: 12,968 shares 12,968 $883K 0.06% +1,430 Timeline VOOV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,327 shares; 2026Q1: 4,327 shares 4,327 $882K 0.06% 0 Timeline ISEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,486 shares; 2025Q4: 26,605 shares; 2026Q1: 26,605 shares 26,605 $872K 0.06% 0 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: 7,315 shares; 2024Q4: 8,425 shares; 2025Q1: 7,217 shares; 2025Q2: 7,468 shares; 2025Q3: 7,288 shares; 2025Q4: 15,965 shares; 2026Q1: 14,156 shares 14,156 $867K 0.06% -1,809 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,407 shares; 2025Q3: 17,558 shares; 2025Q4: 19,561 shares; 2026Q1: 36,116 shares 36,116 $849K 0.06% +16,555 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,097 shares; 2025Q3: 4,096 shares; 2025Q4: 4,522 shares; 2026Q1: 6,605 shares 6,605 $834K 0.05% +2,083 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: 9,155 shares; 2024Q4: 8,692 shares; 2025Q1: 7,832 shares; 2025Q2: 8,620 shares; 2025Q3: 8,644 shares; 2025Q4: 8,287 shares; 2026Q1: 8,109 shares 8,109 $833K 0.05% -178 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 687,404 shares; 2024Q4: 24,037 shares; 2025Q1: 483,908 shares; 2025Q2: 355,235 shares; 2025Q3: 364,994 shares; 2025Q4: 28,414 shares; 2026Q1: 28,420 shares 28,420 $826K 0.05% +6 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: 2,446 shares; 2024Q4: 2,563 shares; 2025Q1: 2,662 shares; 2025Q2: 3,128 shares; 2025Q3: 3,118 shares; 2025Q4: 6,257 shares; 2026Q1: 6,290 shares 6,290 $824K 0.05% +33 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 721 shares; 2025Q4: 2,363 shares; 2026Q1: 1,777 shares 1,777 $823K 0.05% -586 Timeline VWOB 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: 16,931 shares; 2024Q4: 15,330 shares; 2025Q1: 11,150 shares; 2025Q2: 11,490 shares; 2025Q3: 12,486 shares; 2025Q4: 12,528 shares; 2026Q1: 12,457 shares 12,457 $818K 0.05% -71 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: 12,730 shares; 2024Q4: 12,962 shares; 2025Q1: 13,170 shares; 2025Q2: 13,098 shares; 2025Q3: 12,910 shares; 2025Q4: 12,855 shares; 2026Q1: 14,377 shares 14,377 $810K 0.05% +1,522 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,211 shares; 2025Q1: not reported; 2025Q2: 3,640 shares; 2025Q3: 4,404 shares; 2025Q4: 10,562 shares; 2026Q1: 21,031 shares 21,031 $808K 0.05% +10,469 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,658 shares; 2025Q3: 2,089 shares; 2025Q4: 2,111 shares; 2026Q1: 2,090 shares 2,090 $801K 0.05% -21 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: 1,907 shares; 2024Q4: 2,085 shares; 2025Q1: 2,134 shares; 2025Q2: 2,891 shares; 2025Q3: 2,936 shares; 2025Q4: 3,254 shares; 2026Q1: 3,383 shares 3,383 $799K 0.05% +129 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: 6,371 shares; 2024Q4: 6,600 shares; 2025Q1: 7,242 shares; 2025Q2: 7,394 shares; 2025Q3: 7,610 shares; 2025Q4: 7,606 shares; 2026Q1: 8,289 shares 8,289 $799K 0.05% +683 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,721 shares; 2024Q4: 2,738 shares; 2025Q1: 3,216 shares; 2025Q2: 3,178 shares; 2025Q3: 3,390 shares; 2025Q4: 3,168 shares; 2026Q1: 3,724 shares 3,724 $782K 0.05% +556 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,838 shares; 2025Q4: 6,889 shares; 2026Q1: 7,035 shares 7,035 $772K 0.05% +146 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: 4,337 shares; 2024Q4: 16,230 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,473 shares; 2025Q4: 6,211 shares; 2026Q1: 9,998 shares 9,998 $771K 0.05% +3,787 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 711 shares; 2024Q4: 677 shares; 2025Q1: 656 shares; 2025Q2: 638 shares; 2025Q3: 619 shares; 2025Q4: 862 shares; 2026Q1: 996 shares 996 $770K 0.05% +134 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: 16,482 shares; 2025Q4: 17,292 shares; 2026Q1: 13,524 shares 13,524 $751K 0.05% -3,768 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,813 shares; 2024Q4: 6,062 shares; 2025Q1: 5,920 shares; 2025Q2: 6,908 shares; 2025Q3: 6,881 shares; 2025Q4: 6,315 shares; 2026Q1: 6,273 shares 6,273 $744K 0.05% -42 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: 2,073 shares; 2024Q4: 2,160 shares; 2025Q1: 2,194 shares; 2025Q2: 2,361 shares; 2025Q3: 2,417 shares; 2025Q4: 2,536 shares; 2026Q1: 2,559 shares 2,559 $734K 0.05% +23 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: 5,121 shares; 2024Q4: 9,525 shares; 2025Q1: 9,476 shares; 2025Q2: 11,516 shares; 2025Q3: 11,589 shares; 2025Q4: 15,406 shares; 2026Q1: 15,216 shares 15,216 $731K 0.05% -190 Timeline VDE 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: 2,331 shares; 2024Q4: 2,271 shares; 2025Q1: 2,385 shares; 2025Q2: 2,385 shares; 2025Q3: 2,667 shares; 2025Q4: 3,492 shares; 2026Q1: 4,208 shares 4,208 $728K 0.05% +716 Timeline VIOO 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: 5,939 shares; 2024Q4: 5,851 shares; 2025Q1: 6,461 shares; 2025Q2: 6,230 shares; 2025Q3: 6,175 shares; 2025Q4: 6,224 shares; 2026Q1: 6,338 shares 6,338 $728K 0.05% +114 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: 8,069 shares; 2024Q4: 8,056 shares; 2025Q1: 8,056 shares; 2025Q2: 8,276 shares; 2025Q3: 6,894 shares; 2025Q4: 7,533 shares; 2026Q1: 7,418 shares 7,418 $720K 0.05% -115 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: 4,979 shares; 2024Q4: 5,117 shares; 2025Q1: 3,835 shares; 2025Q2: 4,115 shares; 2025Q3: 4,135 shares; 2025Q4: 5,011 shares; 2026Q1: 4,935 shares 4,935 $717K 0.05% -76 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,251 shares; 2025Q2: 1,752 shares; 2025Q3: 1,945 shares; 2025Q4: 3,161 shares; 2026Q1: 3,426 shares 3,426 $713K 0.05% +265 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,029 shares; 2026Q1: 7,052 shares 7,052 $708K 0.05% +23 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,621 shares; 2024Q4: not reported; 2025Q1: 1,652 shares; 2025Q2: 1,914 shares; 2025Q3: 4,225 shares; 2025Q4: 4,355 shares; 2026Q1: 4,768 shares 4,768 $706K 0.05% +413 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,616 shares; 2025Q1: 5,713 shares; 2025Q2: 3,600 shares; 2025Q3: 4,310 shares; 2025Q4: 4,777 shares; 2026Q1: 5,029 shares 5,029 $701K 0.05% +252 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: 1,142 shares; 2024Q4: 1,152 shares; 2025Q1: 1,240 shares; 2025Q2: 1,418 shares; 2025Q3: 2,351 shares; 2025Q4: 2,529 shares; 2026Q1: 4,010 shares 4,010 $696K 0.05% +1,481 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: 620 shares; 2024Q4: 666 shares; 2025Q1: 867 shares; 2025Q2: 986 shares; 2025Q3: 985 shares; 2025Q4: 1,127 shares; 2026Q1: 1,290 shares 1,290 $694K 0.05% +163 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,024 shares; 2025Q3: 4,042 shares; 2025Q4: 4,173 shares; 2026Q1: 4,278 shares 4,278 $692K 0.05% +105 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,744 shares; 2024Q4: 1,632 shares; 2025Q1: 1,626 shares; 2025Q2: 1,726 shares; 2025Q3: 1,803 shares; 2025Q4: 1,757 shares; 2026Q1: 1,937 shares 1,937 $691K 0.04% +180 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,504 shares; 2024Q4: 40,556 shares; 2025Q1: 17,107 shares; 2025Q2: 20,293 shares; 2025Q3: 22,885 shares; 2025Q4: 19,111 shares; 2026Q1: 23,739 shares 23,739 $688K 0.04% +4,628 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,086 shares; 2024Q4: 7,454 shares; 2025Q1: 8,179 shares; 2025Q2: 8,828 shares; 2025Q3: 10,491 shares; 2025Q4: 10,069 shares; 2026Q1: 9,890 shares 9,890 $680K 0.04% -179 Timeline FDIS 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: 7,115 shares; 2024Q4: 7,177 shares; 2025Q1: 6,976 shares; 2025Q2: 6,701 shares; 2025Q3: 6,701 shares; 2025Q4: 6,701 shares; 2026Q1: 7,254 shares 7,254 $677K 0.04% +553 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: 5,631 shares; 2024Q4: 22,226 shares; 2025Q1: 22,023 shares; 2025Q2: 21,897 shares; 2025Q3: 21,897 shares; 2025Q4: 28,871 shares; 2026Q1: 23,177 shares 23,177 $675K 0.04% -5,694 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: not reported; 2024Q4: not reported; 2025Q1: 303 shares; 2025Q2: 373 shares; 2025Q3: 367 shares; 2025Q4: 412 shares; 2026Q1: 457 shares 457 $673K 0.04% +45 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 496 shares; 2025Q1: 569 shares; 2025Q2: 641 shares; 2025Q3: 689 shares; 2025Q4: 646 shares; 2026Q1: 694 shares 694 $667K 0.04% +48 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,742 shares; 2024Q4: 4,713 shares; 2025Q1: 4,603 shares; 2025Q2: 4,617 shares; 2025Q3: 4,503 shares; 2025Q4: 4,532 shares; 2026Q1: 4,642 shares 4,642 $665K 0.04% +110 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,678 shares; 2026Q1: 2,716 shares 2,716 $652K 0.04% +38 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428 shares; 2024Q4: 455 shares; 2025Q1: 559 shares; 2025Q2: 675 shares; 2025Q3: 1,437 shares; 2025Q4: 1,518 shares; 2026Q1: 1,507 shares 1,507 $652K 0.04% -11 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,698 shares; 2025Q1: 5,698 shares; 2025Q2: 6,001 shares; 2025Q3: 7,453 shares; 2025Q4: 7,231 shares; 2026Q1: 7,323 shares 7,323 $646K 0.04% +92 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 160,342 shares; 2025Q4: 122,677 shares; 2026Q1: 62,776 shares 62,776 $644K 0.04% -59,901 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: 591 shares; 2024Q4: 649 shares; 2025Q1: 644 shares; 2025Q2: 702 shares; 2025Q3: 721 shares; 2025Q4: 774 shares; 2026Q1: 717 shares 717 $642K 0.04% -57 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,355 shares; 2025Q3: 2,370 shares; 2025Q4: 1,902 shares; 2026Q1: 1,985 shares 1,985 $641K 0.04% +83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,814 shares; 2025Q4: 16,795 shares; 2026Q1: 7,978 shares 7,978 $635K 0.04% -8,817 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,543 shares; 2026Q1: 2,345 shares 2,345 $634K 0.04% +802 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: not reported; 2024Q4: 56 shares; 2025Q1: 67 shares; 2025Q2: 483 shares; 2025Q3: 482 shares; 2025Q4: 585 shares; 2026Q1: 150 shares 150 $631K 0.04% -435 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: 1,563 shares; 2024Q4: 1,546 shares; 2025Q1: 1,718 shares; 2025Q2: 1,981 shares; 2025Q3: 2,683 shares; 2025Q4: 3,156 shares; 2026Q1: 3,328 shares 3,328 $631K 0.04% +172 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,155 shares; 2025Q4: 2,506 shares; 2026Q1: 2,529 shares 2,529 $618K 0.04% +23 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,886 shares; 2025Q4: 3,110 shares; 2026Q1: 4,087 shares 4,087 $616K 0.04% +977 Timeline FLTB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,617 shares; 2024Q4: 12,256 shares; 2025Q1: 12,256 shares; 2025Q2: 12,256 shares; 2025Q3: 12,256 shares; 2025Q4: 12,256 shares; 2026Q1: 12,256 shares 12,256 $616K 0.04% 0 Timeline IUSG 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: 2,888 shares; 2025Q3: 2,922 shares; 2025Q4: 3,854 shares; 2026Q1: 3,946 shares 3,946 $612K 0.04% +92 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,118 shares; 2025Q4: 47,452 shares; 2026Q1: 35,414 shares 35,414 $606K 0.04% -12,038 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: 25,469 shares; 2024Q4: 16,572 shares; 2025Q1: 109,124 shares; 2025Q2: 14,815 shares; 2025Q3: 20,439 shares; 2025Q4: 17,482 shares; 2026Q1: 21,555 shares 21,555 $605K 0.04% +4,073 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: 573 shares; 2024Q4: 726 shares; 2025Q1: 892 shares; 2025Q2: 1,191 shares; 2025Q3: 1,108 shares; 2025Q4: 988 shares; 2026Q1: 1,071 shares 1,071 $603K 0.04% +83 Timeline BUFR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,759 shares; 2026Q1: 17,758 shares 17,758 $600K 0.04% -1 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: 7,450 shares; 2024Q4: 7,166 shares; 2025Q1: 7,137 shares; 2025Q2: 5,680 shares; 2025Q3: 5,984 shares; 2025Q4: 9,170 shares; 2026Q1: 10,566 shares 10,566 $598K 0.04% +1,396 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,761 shares; 2024Q4: 21,641 shares; 2025Q1: 31,372 shares; 2025Q2: 35,443 shares; 2025Q3: 36,747 shares; 2025Q4: 39,367 shares; 2026Q1: 51,704 shares 51,704 $597K 0.04% +12,337 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 3,280 shares; 2025Q1: 3,394 shares; 2025Q2: 4,657 shares; 2025Q3: 4,736 shares; 2025Q4: 4,888 shares; 2026Q1: 5,124 shares 5,124 $592K 0.04% +236 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: 100,789 shares; 2024Q4: not reported; 2025Q1: 4,316 shares; 2025Q2: 4,812 shares; 2025Q3: 5,208 shares; 2025Q4: 8,044 shares; 2026Q1: 8,232 shares 8,232 $591K 0.04% +188 Timeline DDTS INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,900 shares; 2025Q4: 28,027 shares; 2026Q1: 28,027 shares 28,027 $589K 0.04% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,961 shares; 2025Q3: 2,961 shares; 2025Q4: 3,001 shares; 2026Q1: 2,343 shares 2,343 $588K 0.04% -658 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,120 shares; 2025Q4: 8,138 shares; 2026Q1: 8,157 shares 8,157 $578K 0.04% +19 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 6,778 shares; 2025Q1: 8,115 shares; 2025Q2: 8,720 shares; 2025Q3: 9,083 shares; 2025Q4: 8,400 shares; 2026Q1: 7,674 shares 7,674 $576K 0.04% -726 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: 7,000 shares; 2024Q4: 7,086 shares; 2025Q1: 7,127 shares; 2025Q2: 6,852 shares; 2025Q3: 6,854 shares; 2025Q4: 6,855 shares; 2026Q1: 7,197 shares 7,197 $576K 0.04% +342 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,366 shares; 2026Q1: 1,413 shares 1,413 $576K 0.04% +47 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,063 shares; 2024Q4: 5,016 shares; 2025Q1: 4,776 shares; 2025Q2: 4,915 shares; 2025Q3: 4,871 shares; 2025Q4: 4,809 shares; 2026Q1: 4,505 shares 4,505 $573K 0.04% -304 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,744 shares; 2025Q2: 6,278 shares; 2025Q3: 10,992 shares; 2025Q4: 10,488 shares; 2026Q1: 8,140 shares 8,140 $571K 0.04% -2,348 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: 10,253 shares; 2024Q4: 8,376 shares; 2025Q1: 5,257 shares; 2025Q2: 9,138 shares; 2025Q3: 9,265 shares; 2025Q4: 5,738 shares; 2026Q1: 2,350 shares 2,350 $571K 0.04% -3,388 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,062 shares; 2025Q4: 1,135 shares; 2026Q1: 1,457 shares 1,457 $571K 0.04% +322 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,033 shares; 2025Q4: 2,970 shares; 2026Q1: 4,111 shares 4,111 $569K 0.04% +1,141 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,311 shares; 2024Q4: 2,380 shares; 2025Q1: 3,150 shares; 2025Q2: 2,540 shares; 2025Q3: 2,016 shares; 2025Q4: 2,805 shares; 2026Q1: 2,655 shares 2,655 $567K 0.04% -150 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,751 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,520 shares; 2025Q4: 3,706 shares; 2026Q1: 3,825 shares 3,825 $558K 0.04% +119 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,411 shares; 2025Q2: 6,624 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,120 shares 12,120 $549K 0.04% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,904 shares; 2024Q4: 15,995 shares; 2025Q1: 15,995 shares; 2025Q2: 15,995 shares; 2025Q3: 14,268 shares; 2025Q4: 14,268 shares; 2026Q1: 12,828 shares 12,828 $548K 0.04% -1,440 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,673 shares; 2025Q3: 5,120 shares; 2025Q4: 5,172 shares; 2026Q1: 5,787 shares 5,787 $544K 0.04% +615 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: 1,413 shares; 2024Q4: 1,501 shares; 2025Q1: 1,730 shares; 2025Q2: 1,561 shares; 2025Q3: 2,681 shares; 2025Q4: 2,783 shares; 2026Q1: 2,797 shares 2,797 $543K 0.04% +14 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 88,994 shares; 2025Q4: 57,407 shares; 2026Q1: 25,251 shares 25,251 $542K 0.04% -32,156 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 294 shares; 2024Q4: 300 shares; 2025Q1: 332 shares; 2025Q2: 344 shares; 2025Q3: 329 shares; 2025Q4: 410 shares; 2026Q1: 552 shares 552 $541K 0.04% +142 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,893 shares; 2026Q1: 7,026 shares 7,026 $536K 0.03% +3,133 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,967 shares; 2026Q1: 14,087 shares 14,087 $533K 0.03% +120 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,179 shares; 2025Q3: 38,448 shares; 2025Q4: 10,246 shares; 2026Q1: 17,708 shares 17,708 $531K 0.03% +7,462 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: 3,722 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,360 shares; 2025Q3: 3,369 shares; 2025Q4: 3,028 shares; 2026Q1: 5,684 shares 5,684 $529K 0.03% +2,656 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,864 shares 2,864 $515K 0.03% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,942 shares; 2026Q1: 7,042 shares 7,042 $515K 0.03% +2,100 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 582 shares; 2025Q1: 641 shares; 2025Q2: 815 shares; 2025Q3: 793 shares; 2025Q4: 965 shares; 2026Q1: 1,077 shares 1,077 $496K 0.03% +112 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,494 shares; 2025Q4: 5,497 shares; 2026Q1: 5,498 shares 5,498 $494K 0.03% +1 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: not reported; 2025Q2: 1,104 shares; 2025Q3: 1,044 shares; 2025Q4: 2,577 shares; 2026Q1: 2,487 shares 2,487 $493K 0.03% -90 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 1,524 shares; 2026Q1: 1,965 shares 1,965 $492K 0.03% +441 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: 1,450 shares; 2024Q4: 1,508 shares; 2025Q1: 1,854 shares; 2025Q2: 2,964 shares; 2025Q3: 3,053 shares; 2025Q4: 2,995 shares; 2026Q1: 3,096 shares 3,096 $487K 0.03% +101 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,173 shares; 2024Q4: 14,173 shares; 2025Q1: 14,173 shares; 2025Q2: 14,173 shares; 2025Q3: 14,173 shares; 2025Q4: 13,788 shares; 2026Q1: 13,699 shares 13,699 $485K 0.03% -89 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,705 shares 1,705 $480K 0.03% new Timeline BUFD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,138 shares; 2026Q1: 17,138 shares 17,138 $480K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,821 shares; 2024Q4: 7,319 shares; 2025Q1: 5,561 shares; 2025Q2: 6,087 shares; 2025Q3: 5,411 shares; 2025Q4: 8,262 shares; 2026Q1: 9,198 shares 9,198 $478K 0.03% +936 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,796 shares; 2026Q1: 6,354 shares 6,354 $478K 0.03% -442 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,421 shares 2,421 $478K 0.03% new Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,115 shares; 2026Q1: 6,664 shares 6,664 $477K 0.03% +1,549 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,169 shares; 2025Q2: 15,637 shares; 2025Q3: 15,637 shares; 2025Q4: 15,784 shares; 2026Q1: 15,610 shares 15,610 $476K 0.03% -174 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,085 shares; 2026Q1: 3,753 shares 3,753 $474K 0.03% +668 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,092 shares; 2024Q4: 6,073 shares; 2025Q1: 6,358 shares; 2025Q2: 6,149 shares; 2025Q3: 5,915 shares; 2025Q4: 6,394 shares; 2026Q1: 6,142 shares 6,142 $473K 0.03% -252 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: 2,815 shares; 2024Q4: 2,583 shares; 2025Q1: not reported; 2025Q2: 2,663 shares; 2025Q3: 2,724 shares; 2025Q4: 3,003 shares; 2026Q1: 3,612 shares 3,612 $473K 0.03% +609 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,421 shares; 2024Q4: 3,365 shares; 2025Q1: 3,279 shares; 2025Q2: 8,020 shares; 2025Q3: 8,028 shares; 2025Q4: 7,870 shares; 2026Q1: 8,189 shares 8,189 $472K 0.03% +319 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: 11,693 shares; 2024Q4: 11,217 shares; 2025Q1: 8,960 shares; 2025Q2: 7,431 shares; 2025Q3: 7,227 shares; 2025Q4: 6,798 shares; 2026Q1: 5,755 shares 5,755 $472K 0.03% -1,043 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,719 shares; 2024Q4: 6,678 shares; 2025Q1: 6,678 shares; 2025Q2: 6,678 shares; 2025Q3: 6,678 shares; 2025Q4: 6,678 shares; 2026Q1: 6,678 shares 6,678 $469K 0.03% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,399 shares; 2026Q1: 26,514 shares 26,514 $466K 0.03% +6,115 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,842 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,058 shares; 2026Q1: 3,496 shares 3,496 $462K 0.03% +438 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: 17,047 shares; 2024Q4: 1,164 shares; 2025Q1: 3,710 shares; 2025Q2: 5,154 shares; 2025Q3: 5,165 shares; 2025Q4: 4,421 shares; 2026Q1: 2,872 shares 2,872 $460K 0.03% -1,549 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,322 shares; 2024Q4: 8,075 shares; 2025Q1: 8,103 shares; 2025Q2: 8,376 shares; 2025Q3: 8,186 shares; 2025Q4: 8,202 shares; 2026Q1: 8,790 shares 8,790 $460K 0.03% +588 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,149 shares; 2025Q4: 4,249 shares; 2026Q1: 4,557 shares 4,557 $451K 0.03% +308 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,483 shares; 2024Q4: 5,483 shares; 2025Q1: 5,483 shares; 2025Q2: 5,483 shares; 2025Q3: 5,483 shares; 2025Q4: 5,483 shares; 2026Q1: 6,574 shares 6,574 $450K 0.03% +1,091 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: 4,397 shares; 2024Q4: 32,958 shares; 2025Q1: 14,442 shares; 2025Q2: 3,654 shares; 2025Q3: 3,989 shares; 2025Q4: 4,290 shares; 2026Q1: 3,897 shares 3,897 $448K 0.03% -393 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,230 shares; 2025Q3: 1,185 shares; 2025Q4: 1,442 shares; 2026Q1: 1,349 shares 1,349 $443K 0.03% -93 Timeline MFIN MEDALLION FINANCIAL CORP More: the full row for MEDALLION FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,294 shares; 2024Q4: 53,294 shares; 2025Q1: 47,294 shares; 2025Q2: 47,294 shares; 2025Q3: 51,760 shares; 2025Q4: 51,762 shares; 2026Q1: 51,767 shares 51,767 $443K 0.03% +5 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: 1,098 shares; 2024Q4: 953 shares; 2025Q1: 1,159 shares; 2025Q2: 1,422 shares; 2025Q3: not reported; 2025Q4: 1,406 shares; 2026Q1: 2,161 shares 2,161 $437K 0.03% +755 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,511 shares; 2025Q4: 11,588 shares; 2026Q1: 11,209 shares 11,209 $437K 0.03% -379 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: 7,665 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,733 shares; 2025Q4: 8,763 shares; 2026Q1: 9,253 shares 9,253 $435K 0.03% +490 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,942 shares; 2026Q1: 6,285 shares 6,285 $434K 0.03% +1,343 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: not reported; 2025Q4: 8,702 shares; 2026Q1: 9,309 shares 9,309 $434K 0.03% +607 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 1,594 shares; 2025Q4: 1,709 shares; 2026Q1: 1,757 shares 1,757 $434K 0.03% +48 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: 3,023 shares; 2024Q4: 3,301 shares; 2025Q1: 2,955 shares; 2025Q2: 3,696 shares; 2025Q3: 4,619 shares; 2025Q4: 4,581 shares; 2026Q1: 4,490 shares 4,490 $433K 0.03% -91 Timeline XTJA INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,203 shares 14,203 $433K 0.03% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 3,006 shares; 2025Q1: 3,504 shares; 2025Q2: 3,885 shares; 2025Q3: 4,602 shares; 2025Q4: 4,820 shares; 2026Q1: 6,876 shares 6,876 $431K 0.03% +2,056 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: 778 shares; 2024Q4: 762 shares; 2025Q1: 885 shares; 2025Q2: 796 shares; 2025Q3: 758 shares; 2025Q4: 874 shares; 2026Q1: 959 shares 959 $428K 0.03% +85 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: 3,990 shares; 2024Q4: 3,917 shares; 2025Q1: 3,930 shares; 2025Q2: 3,978 shares; 2025Q3: not reported; 2025Q4: 2,948 shares; 2026Q1: 4,888 shares 4,888 $428K 0.03% +1,940 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,332 shares; 2025Q2: 959 shares; 2025Q3: 941 shares; 2025Q4: 940 shares; 2026Q1: 1,801 shares 1,801 $428K 0.03% +861 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,474 shares; 2024Q4: 13,510 shares; 2025Q1: 10,060 shares; 2025Q2: 10,071 shares; 2025Q3: 9,899 shares; 2025Q4: 9,753 shares; 2026Q1: 9,756 shares 9,756 $426K 0.03% +3 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,379 shares; 2025Q3: 3,801 shares; 2025Q4: 4,072 shares; 2026Q1: 3,795 shares 3,795 $425K 0.03% -277 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,581 shares; 2026Q1: 33,119 shares 33,119 $414K 0.03% -8,462 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: not reported; 2024Q4: 951 shares; 2025Q1: 816 shares; 2025Q2: 872 shares; 2025Q3: 948 shares; 2025Q4: 1,024 shares; 2026Q1: 1,027 shares 1,027 $409K 0.03% +3 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,410 shares 2,410 $400K 0.03% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,369 shares; 2025Q4: 5,088 shares; 2026Q1: 4,489 shares 4,489 $394K 0.03% -599 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: 2,620 shares; 2024Q4: 2,621 shares; 2025Q1: 2,401 shares; 2025Q2: 2,402 shares; 2025Q3: 2,516 shares; 2025Q4: 16,721 shares; 2026Q1: 2,598 shares 2,598 $393K 0.03% -14,123 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,118 shares; 2024Q4: 4,932 shares; 2025Q1: 4,617 shares; 2025Q2: 4,407 shares; 2025Q3: 4,407 shares; 2025Q4: 4,372 shares; 2026Q1: 5,590 shares 5,590 $393K 0.03% +1,218 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,528 shares; 2025Q4: 1,881 shares; 2026Q1: 1,700 shares 1,700 $392K 0.03% -181 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: 866 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 813 shares; 2025Q3: 1,102 shares; 2025Q4: 1,425 shares; 2026Q1: 1,435 shares 1,435 $391K 0.03% +10 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,980 shares; 2025Q1: 18,329 shares; 2025Q2: 22,545 shares; 2025Q3: 31,188 shares; 2025Q4: 32,784 shares; 2026Q1: 38,235 shares 38,235 $389K 0.03% +5,451 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: 26,634 shares; 2024Q4: 21,223 shares; 2025Q1: 1,660 shares; 2025Q2: 1,368 shares; 2025Q3: 1,382 shares; 2025Q4: 1,306 shares; 2026Q1: 1,310 shares 1,310 $380K 0.02% +4 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: 2,090 shares; 2024Q4: 2,038 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,219 shares; 2026Q1: 3,112 shares 3,112 $377K 0.02% +893 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,409 shares; 2025Q3: 3,406 shares; 2025Q4: 3,415 shares; 2026Q1: 3,628 shares 3,628 $376K 0.02% +213 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,411 shares; 2025Q4: 25,769 shares; 2026Q1: 16,229 shares 16,229 $372K 0.02% -9,540 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,842 shares; 2025Q4: 3,066 shares; 2026Q1: 1,886 shares 1,886 $372K 0.02% -1,180 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: 795 shares; 2025Q1: 889 shares; 2025Q2: 862 shares; 2025Q3: 3,629 shares; 2025Q4: 2,771 shares; 2026Q1: 2,979 shares 2,979 $372K 0.02% +208 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,072 shares; 2026Q1: 1,313 shares 1,313 $371K 0.02% +241 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: 11,398 shares; 2025Q4: 11,121 shares; 2026Q1: 11,661 shares 11,661 $364K 0.02% +540 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,358 shares; 2024Q4: 21,077 shares; 2025Q1: 20,706 shares; 2025Q2: 21,334 shares; 2025Q3: 21,232 shares; 2025Q4: 21,298 shares; 2026Q1: 21,290 shares 21,290 $363K 0.02% -8 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: 416 shares; 2024Q4: 541 shares; 2025Q1: 555 shares; 2025Q2: 6,242 shares; 2025Q3: 6,485 shares; 2025Q4: 7,017 shares; 2026Q1: 852 shares 852 $362K 0.02% -6,165 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,097 shares; 2025Q1: 11,695 shares; 2025Q2: 11,893 shares; 2025Q3: 11,607 shares; 2025Q4: 11,876 shares; 2026Q1: 13,889 shares 13,889 $359K 0.02% +2,013 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: 6,419 shares; 2024Q4: 17,635 shares; 2025Q1: 5,073 shares; 2025Q2: 4,488 shares; 2025Q3: 4,133 shares; 2025Q4: 60,172 shares; 2026Q1: 7,813 shares 7,813 $359K 0.02% -52,359 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,256 shares; 2025Q4: 7,885 shares; 2026Q1: 6,663 shares 6,663 $356K 0.02% -1,222 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,051 shares; 2024Q4: 1,943 shares; 2025Q1: 1,954 shares; 2025Q2: 2,461 shares; 2025Q3: 2,465 shares; 2025Q4: not reported; 2026Q1: 2,456 shares 2,456 $355K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,613 shares; 2024Q4: 1,779 shares; 2025Q1: 1,853 shares; 2025Q2: 1,948 shares; 2025Q3: 2,045 shares; 2025Q4: 2,288 shares; 2026Q1: 3,808 shares 3,808 $352K 0.02% +1,520 Timeline JVAL 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: 14,568 shares; 2025Q4: 11,617 shares; 2026Q1: 7,174 shares 7,174 $351K 0.02% -4,443 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 804 shares; 2025Q4: 868 shares; 2026Q1: 1,006 shares 1,006 $347K 0.02% +138 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,769 shares; 2024Q4: 12,375 shares; 2025Q1: 11,720 shares; 2025Q2: 10,964 shares; 2025Q3: 10,605 shares; 2025Q4: 10,584 shares; 2026Q1: 10,397 shares 10,397 $347K 0.02% -187 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,515 shares; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,891 shares; 2025Q4: 3,092 shares; 2026Q1: 3,555 shares 3,555 $345K 0.02% +463 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,073 shares; 2025Q3: 1,051 shares; 2025Q4: 1,285 shares; 2026Q1: 1,497 shares 1,497 $344K 0.02% +212 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,862 shares 6,862 $343K 0.02% new Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 539 shares 539 $343K 0.02% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,003 shares; 2024Q4: 11,718 shares; 2025Q1: 15,053 shares; 2025Q2: 11,776 shares; 2025Q3: 11,776 shares; 2025Q4: 12,242 shares; 2026Q1: 13,258 shares 13,258 $340K 0.02% +1,016 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,355 shares; 2025Q4: 4,325 shares; 2026Q1: 3,703 shares 3,703 $340K 0.02% -622 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,631 shares; 2026Q1: 10,125 shares 10,125 $339K 0.02% +2,494 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: not reported; 2025Q3: not reported; 2025Q4: 5,772 shares; 2026Q1: 8,298 shares 8,298 $338K 0.02% +2,526 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,193 shares; 2025Q1: 2,415 shares; 2025Q2: 2,622 shares; 2025Q3: 2,561 shares; 2025Q4: 3,727 shares; 2026Q1: 4,099 shares 4,099 $335K 0.02% +372 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,959 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,855 shares; 2025Q4: 2,104 shares; 2026Q1: 2,370 shares 2,370 $334K 0.02% +266 Timeline ACII INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,329 shares 13,329 $334K 0.02% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,225 shares; 2026Q1: 2,149 shares 2,149 $334K 0.02% -76 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,356 shares; 2026Q1: 5,569 shares 5,569 $334K 0.02% +1,213 Timeline XLG 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: 5,873 shares; 2025Q4: 5,754 shares; 2026Q1: 6,120 shares 6,120 $334K 0.02% +366 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,068 shares; 2025Q4: 2,391 shares; 2026Q1: 2,803 shares 2,803 $333K 0.02% +412 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 20,861 shares; 2025Q1: 23,474 shares; 2025Q2: 6,048 shares; 2025Q3: 5,966 shares; 2025Q4: 4,617 shares; 2026Q1: 5,911 shares 5,911 $330K 0.02% +1,294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,215 shares; 2026Q1: 3,917 shares 3,917 $328K 0.02% +702 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,432 shares; 2024Q4: 8,022 shares; 2025Q1: 7,441 shares; 2025Q2: 7,281 shares; 2025Q3: 6,591 shares; 2025Q4: 6,721 shares; 2026Q1: 5,913 shares 5,913 $327K 0.02% -808 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,386 shares; 2025Q3: 1,558 shares; 2025Q4: 1,701 shares; 2026Q1: 1,650 shares 1,650 $326K 0.02% -51 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,685 shares; 2026Q1: 2,693 shares 2,693 $325K 0.02% +8 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,203 shares; 2024Q4: 8,215 shares; 2025Q1: 8,077 shares; 2025Q2: 8,857 shares; 2025Q3: 8,866 shares; 2025Q4: 6,819 shares; 2026Q1: 6,819 shares 6,819 $322K 0.02% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,697 shares; 2024Q4: 12,915 shares; 2025Q1: 8,005 shares; 2025Q2: 7,652 shares; 2025Q3: 251,780 shares; 2025Q4: 264,142 shares; 2026Q1: 7,541 shares 7,541 $320K 0.02% -256,601 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 893 shares; 2025Q4: 1,050 shares; 2026Q1: 1,221 shares 1,221 $318K 0.02% +171 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 940 shares; 2025Q3: 953 shares; 2025Q4: 1,003 shares; 2026Q1: 1,147 shares 1,147 $316K 0.02% +144 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,932 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,287 shares; 2026Q1: 14,906 shares 14,906 $315K 0.02% +3,619 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,699 shares; 2025Q3: 2,879 shares; 2025Q4: 3,043 shares; 2026Q1: 3,443 shares 3,443 $313K 0.02% +400 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: 106,972 shares; 2024Q4: 104,200 shares; 2025Q1: 124,490 shares; 2025Q2: 4,683 shares; 2025Q3: 3,898 shares; 2025Q4: 3,834 shares; 2026Q1: 4,192 shares 4,192 $303K 0.02% +358 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,133 shares 4,133 $300K 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: not reported; 2024Q4: 563 shares; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 6,474 shares; 2025Q4: 6,471 shares; 2026Q1: 717 shares 717 $299K 0.02% -5,754 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,867 shares 3,867 $296K 0.02% new Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,557 shares; 2024Q4: 6,557 shares; 2025Q1: 6,557 shares; 2025Q2: 6,557 shares; 2025Q3: 6,557 shares; 2025Q4: 6,557 shares; 2026Q1: 6,557 shares 6,557 $294K 0.02% 0 Timeline DDFJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,632 shares 15,632 $293K 0.02% new 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: 3,613 shares; 2024Q4: 3,602 shares; 2025Q1: 3,717 shares; 2025Q2: 4,222 shares; 2025Q3: 3,988 shares; 2025Q4: 3,817 shares; 2026Q1: 3,883 shares 3,883 $292K 0.02% +66 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: not reported; 2024Q4: 5,745 shares; 2025Q1: 9,512 shares; 2025Q2: 13,014 shares; 2025Q3: 13,049 shares; 2025Q4: 14,572 shares; 2026Q1: 1,665 shares 1,665 $291K 0.02% -12,907 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 856 shares; 2024Q4: 869 shares; 2025Q1: 869 shares; 2025Q2: 902 shares; 2025Q3: 902 shares; 2025Q4: 902 shares; 2026Q1: 913 shares 913 $290K 0.02% +11 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,824 shares; 2025Q4: 5,824 shares; 2026Q1: 5,824 shares 5,824 $289K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 534 shares; 2025Q4: 570 shares; 2026Q1: 663 shares 663 $288K 0.02% +93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,481 shares 2,481 $281K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 873 shares; 2025Q4: 1,089 shares; 2026Q1: 1,090 shares 1,090 $281K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,731 shares; 2026Q1: 5,731 shares 5,731 $280K 0.02% 0 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,646 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,516 shares; 2025Q4: 10,516 shares; 2026Q1: 10,516 shares 10,516 $280K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,343 shares 1,343 $278K 0.02% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,542 shares; 2025Q4: 10,542 shares; 2026Q1: 10,302 shares 10,302 $276K 0.02% -240 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,683 shares; 2024Q4: 5,683 shares; 2025Q1: 5,683 shares; 2025Q2: 5,683 shares; 2025Q3: 5,683 shares; 2025Q4: 5,683 shares; 2026Q1: 5,683 shares 5,683 $273K 0.02% 0 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: not reported; 2025Q3: 1,620 shares; 2025Q4: 1,743 shares; 2026Q1: 1,788 shares 1,788 $273K 0.02% +45 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,647 shares; 2025Q4: 6,832 shares; 2026Q1: 5,982 shares 5,982 $273K 0.02% -850 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: 8,949 shares; 2024Q4: 20,305 shares; 2025Q1: 17,658 shares; 2025Q2: 6,863 shares; 2025Q3: 6,800 shares; 2025Q4: 10,127 shares; 2026Q1: 6,640 shares 6,640 $271K 0.02% -3,487 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 47,856 shares; 2025Q4: 29,448 shares; 2026Q1: 20,924 shares 20,924 $269K 0.02% -8,524 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,263 shares 1,263 $268K 0.02% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,112 shares 4,112 $267K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,578 shares; 2026Q1: 1,976 shares 1,976 $267K 0.02% +398 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: 1,697 shares; 2025Q2: 1,673 shares; 2025Q3: 1,789 shares; 2025Q4: 2,056 shares; 2026Q1: 1,968 shares 1,968 $267K 0.02% -88 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 899 shares 899 $266K 0.02% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 680 shares; 2025Q3: 685 shares; 2025Q4: 748 shares; 2026Q1: 739 shares 739 $265K 0.02% -9 Timeline ACP ABRDN INCOME CREDIT STRATEGI More: the full row for ABRDN INCOME CREDIT STRATEGI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,020 shares; 2024Q4: 15,020 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 155,931 shares; 2025Q4: 81,010 shares; 2026Q1: 51,719 shares 51,719 $264K 0.02% -29,291 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 357 shares 357 $264K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 2,114 shares; 2025Q2: 2,215 shares; 2025Q3: 2,336 shares; 2025Q4: 2,511 shares; 2026Q1: 2,097 shares 2,097 $263K 0.02% -414 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,970 shares; 2025Q4: 3,970 shares; 2026Q1: 3,676 shares 3,676 $263K 0.02% -294 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,562 shares; 2024Q4: 12,562 shares; 2025Q1: 12,562 shares; 2025Q2: 12,523 shares; 2025Q3: 10,645 shares; 2025Q4: 9,821 shares; 2026Q1: 9,821 shares 9,821 $262K 0.02% 0 Timeline FIDI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,603 shares; 2024Q4: 13,971 shares; 2025Q1: 9,393 shares; 2025Q2: 9,434 shares; 2025Q3: 9,451 shares; 2025Q4: 9,472 shares; 2026Q1: 9,494 shares 9,494 $262K 0.02% +22 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 950 shares; 2024Q4: 946 shares; 2025Q1: not reported; 2025Q2: 810 shares; 2025Q3: 790 shares; 2025Q4: 891 shares; 2026Q1: 979 shares 979 $260K 0.02% +88 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: 6,348 shares; 2025Q1: not reported; 2025Q2: 7,909 shares; 2025Q3: 8,035 shares; 2025Q4: not reported; 2026Q1: 6,302 shares 6,302 $259K 0.02% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,203 shares 6,203 $258K 0.02% new Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 785 shares; 2025Q3: 915 shares; 2025Q4: 1,008 shares; 2026Q1: 920 shares 920 $257K 0.02% -88 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,083 shares; 2026Q1: 7,813 shares 7,813 $256K 0.02% -270 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,023 shares 1,023 $256K 0.02% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,377 shares; 2024Q4: 9,357 shares; 2025Q1: 9,357 shares; 2025Q2: 8,943 shares; 2025Q3: 8,943 shares; 2025Q4: 7,171 shares; 2026Q1: 7,202 shares 7,202 $255K 0.02% +31 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares; 2026Q1: 2,151 shares 2,151 $254K 0.02% +409 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 717 shares 717 $254K 0.02% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,504 shares; 2026Q1: 1,818 shares 1,818 $254K 0.02% +314 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,541 shares; 2024Q4: 13,379 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,543 shares; 2026Q1: 12,571 shares 12,571 $252K 0.02% +1,028 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 459 shares 459 $252K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,133 shares; 2026Q1: 9,170 shares 9,170 $252K 0.02% +1,037 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,549 shares 4,549 $251K 0.02% new Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares 847 $250K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,402 shares 3,402 $248K 0.02% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 637 shares 637 $247K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,064 shares; 2025Q4: 1,251 shares; 2026Q1: 1,251 shares 1,251 $246K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,204 shares; 2025Q4: 3,931 shares; 2026Q1: 3,976 shares 3,976 $246K 0.02% +45 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: 2,212 shares 2,212 $245K 0.02% +413 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,094 shares; 2026Q1: 5,094 shares 5,094 $245K 0.02% 0 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,204 shares; 2025Q4: 5,988 shares; 2026Q1: 6,214 shares 6,214 $243K 0.02% +226 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,094 shares; 2025Q3: 15,534 shares; 2025Q4: 8,339 shares; 2026Q1: 8,339 shares 8,339 $242K 0.02% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,627 shares; 2025Q4: 7,425 shares; 2026Q1: 4,871 shares 4,871 $242K 0.02% -2,554 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 794 shares 794 $241K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,276 shares; 2026Q1: 2,931 shares 2,931 $240K 0.02% -345 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,922 shares 3,922 $239K 0.02% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,213 shares 4,213 $239K 0.02% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,463 shares; 2025Q4: 10,115 shares; 2026Q1: 10,046 shares 10,046 $239K 0.02% -69 Timeline IYJ 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: 1,618 shares; 2024Q4: 1,618 shares; 2025Q1: 1,618 shares; 2025Q2: 1,618 shares; 2025Q3: 1,618 shares; 2025Q4: 1,618 shares; 2026Q1: 1,618 shares 1,618 $239K 0.02% 0 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: 3,100 shares; 2024Q4: 16,684 shares; 2025Q1: 6,160 shares; 2025Q2: 10,301 shares; 2025Q3: 10,507 shares; 2025Q4: 11,264 shares; 2026Q1: 990 shares 990 $237K 0.02% -10,274 Timeline MCO MOODYS CORP More: the full row for MOODYS 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: 541 shares 541 $236K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,026 shares; 2025Q4: 3,026 shares; 2026Q1: 2,944 shares 2,944 $236K 0.02% -82 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,304 shares 2,304 $235K 0.02% new Timeline FC FRANKLIN COVEY CO More: the full row for FRANKLIN COVEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,133 shares; 2024Q4: 15,709 shares; 2025Q1: 15,433 shares; 2025Q2: 15,433 shares; 2025Q3: 15,433 shares; 2025Q4: 14,838 shares; 2026Q1: 14,877 shares 14,877 $235K 0.02% +39 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 930 shares; 2025Q4: not reported; 2026Q1: 1,089 shares 1,089 $234K 0.02% new Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,224 shares 2,224 $234K 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,643 shares 3,643 $233K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 462 shares; 2026Q1: 525 shares 525 $233K 0.02% +63 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,430 shares; 2026Q1: 5,204 shares 5,204 $232K 0.02% -226 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,052 shares 1,052 $230K 0.01% new Timeline ACWV 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: 1,914 shares; 2024Q4: 1,887 shares; 2025Q1: 1,946 shares; 2025Q2: 1,905 shares; 2025Q3: 1,905 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares 1,925 $230K 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: not reported; 2025Q4: 3,680 shares; 2026Q1: 3,931 shares 3,931 $228K 0.01% +251 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 953 shares; 2026Q1: 917 shares 917 $228K 0.01% -36 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,149 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,147 shares 1,147 $227K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,702 shares 1,702 $227K 0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,836 shares; 2025Q1: not reported; 2025Q2: 3,017 shares; 2025Q3: 3,334 shares; 2025Q4: 3,333 shares; 2026Q1: 3,742 shares 3,742 $225K 0.01% +409 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,194 shares; 2024Q4: 2,656 shares; 2025Q1: 2,796 shares; 2025Q2: 2,977 shares; 2025Q3: 3,141 shares; 2025Q4: 3,233 shares; 2026Q1: 3,157 shares 3,157 $225K 0.01% -76 Timeline DWAS INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,263 shares; 2026Q1: 2,263 shares 2,263 $223K 0.01% 0 Timeline